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GANCL
2021-12-19
For long term investment
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GANCL
2021-12-17
For long term investment
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GANCL
2021-12-15
For long term investment
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GANCL
2021-12-14
For long term investment
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GANCL
2021-12-13
For long term investment
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GANCL
2021-12-12
For long term investment
Will Nvidia Be a Trillion-Dollar Stock by Next Year?<blockquote>英伟达明年会成为万亿美元股票吗?</blockquote>
GANCL
2021-12-10
For long term investment
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GANCL
2021-12-08
For long term investment
Alibaba shares fell nearly 5% in Hong Kong market<blockquote>阿里巴巴-SW股价在香港市场下跌近5%</blockquote>
GANCL
2021-12-07
For long term investment
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GANCL
2021-12-05
For long term investment
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GANCL
2021-12-02
For long term investment
Apple stock slid more than 1% in premarket trading<blockquote>苹果股价在盘前交易中下跌超过1%</blockquote>
GANCL
2021-12-01
For long term investment
Disney Could Be A Huge Winner In 2022<blockquote>迪士尼可能成为2022年的大赢家</blockquote>
GANCL
2021-11-30
Most of the stocks can for long term investment
Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</blockquote>
GANCL
2021-11-29
For long term investment
Why Tesla Stock Tumbled Today<blockquote>为什么特斯拉股价今天暴跌</blockquote>
GANCL
2021-11-24
For long term investment
Xpeng Aims To Sell Nearly As Many Electric Vehicles Overseas As In China<blockquote>小鹏汽车的目标是在海外销售几乎与在中国一样多的电动汽车</blockquote>
GANCL
2021-11-22
For long term investment
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GANCL
2021-11-20
For long term investment
Why Nvidia Stock Climbed Today<blockquote>为什么英伟达股价今天上涨</blockquote>
GANCL
2021-11-18
For long term investment
Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</blockquote>
GANCL
2021-11-17
Good news if approved
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GANCL
2021-11-16
For long term investment
Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%<blockquote>出售苹果公司?为什么这位专家认为苹果股价下跌12%</blockquote>
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investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604308498","repostId":"2190567199","repostType":4,"isVote":1,"tweetType":1,"viewCount":3252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605791937,"gmtCreate":1639241319533,"gmtModify":1639241319829,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment ","listText":"For long term investment ","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605791937","repostId":"1144055666","repostType":4,"repost":{"id":"1144055666","kind":"news","pubTimestamp":1639142986,"share":"https://www.laohu8.com/m/news/1144055666?lang=zh_CN&edition=full","pubTime":"2021-12-10 21:29","market":"us","language":"en","title":"Will Nvidia Be a Trillion-Dollar Stock by Next Year?<blockquote>英伟达明年会成为万亿美元股票吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144055666","media":"Motley Fool","summary":"The graphics chipmaker has the seven-zero valuation in its sights.","content":"<p>It's not a question of if <b>Nvidia</b> will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the symbolic threshold almost within reach.</p><p><blockquote>这不是如果的问题<b>英伟达</b>将成为万亿美元的股票,只是时间问题。随着该股在2021年上涨150%,这家芯片制造商的市值略低于8500亿美元,这使得象征性的门槛几乎触手可及。</blockquote></p><p> However, because even the <b>S&P 500</b> has posted 25% gains this year, or more than double the historical average, the potential for a sharp decline grows increasingly likely. That, too, is a matter of when, not if.</p><p><blockquote>然而,因为即使是<b>标普500</b>今年涨幅为25%,是历史平均水平的两倍多,大幅下跌的可能性越来越大。这也是一个时间问题,而不是如果。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a810eede9d4a8b010dd6d83bdd781be9\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> Ignoring, for the moment, the dramatic plunge that occurred at the onset of the coronavirus pandemic last year, the stock market has been on an incredible years-long tear. Since the end of the Great Recession in 2009, the benchmark index has put on quite the performance by more than quadrupling in value and turning a $10,000 investment into one worth over $42,000 today.</p><p><blockquote>暂时忽略去年冠状病毒大流行爆发时发生的急剧暴跌,股市已经经历了令人难以置信的长达数年的撕裂。自2009年大衰退结束以来,该基准指数表现出色,价值翻了两番多,将10,000美元的投资变成了如今价值超过42,000美元的投资。</blockquote></p><p> A new downdraft will undoubtedly take Nvidia down with it, perhaps delaying the inevitable. Here's what it might look like for the tech stock to have that nine-zero valuation.</p><p><blockquote>新的下行趋势无疑会拖累英伟达,或许会推迟不可避免的事情。以下是科技股估值为九零的情况。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/381746086571d0ddcf0ce971b1b0ea41\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>It's game on for GPUs</b></p><p><blockquote><b>GPU的游戏开始了</b></blockquote></p><p> Nvidia is, of course, best known for its graphics cards, or graphics processing units (GPU), which have made immersive, processing-intensive video games possible and remain at the heart of Nvidia's business, generating 45% of total third-quarter revenue.</p><p><blockquote>当然,Nvidia最出名的是其显卡或图形处理单元(GPU),它使沉浸式、处理密集型视频游戏成为可能,并且仍然是Nvidia业务的核心,占第三季度总收入的45%。</blockquote></p><p> It's not about to diminish in importance either. First, more people started playing video games during the pandemic, and while many will put their controllers aside as more out-of-home entertainment opportunities open up, many will continue.</p><p><blockquote>它的重要性也不会减弱。首先,更多的人在疫情期间开始玩视频游戏,虽然随着更多户外娱乐机会的出现,许多人会把他们的控制器放在一边,但许多人会继续玩下去。</blockquote></p><p> Citing the impact gamification among millennials has had on the adoption of a virtual world for gamers, Mordor Intelligence estimates the gaming GPU market will grow at a compound annual rate of 14% through 2026. This suggests that Nvidia, which already has an 83% share of the discrete gaming GPU market, might generate as much as $20 billion annually just in this segment if its sales growth rate keeps its pace.</p><p><blockquote>Mordor Intelligence引用了千禧一代的游戏化对游戏玩家采用虚拟世界的影响,估计到2026年,游戏GPU市场将以14%的复合年增长率增长。这表明,英伟达已经占据了独立游戏GPU市场83%的份额,如果其销售增长率保持同步,仅在这一领域每年就可能产生高达200亿美元的收入。</blockquote></p><p> Nvidia is also using AI to make gaming even better and more immersive. Its deep learning super sampling (DLSS) technology uses AI to take low-resolution images and scale them up to high resolutions for display on high-res screens. Add in a nascent but fast-growing esports industry, along with the growth of its GeForce Now cloud gaming service, and this segment still has plenty of expansion possibilities in store for the future.</p><p><blockquote>英伟达也在利用人工智能让游戏变得更好、更身临其境。其深度学习超级采样(DLSS)技术使用人工智能来拍摄低分辨率图像,并将其放大到高分辨率,以便在高分辨率屏幕上显示。再加上新兴但快速增长的电子竞技行业,以及GeForce Now云游戏服务的增长,该细分市场在未来仍有大量扩张的可能性。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/548893b4ea766bdde6eb1233864ed440\" tg-width=\"2000\" tg-height=\"1126\" width=\"100%\" height=\"auto\"><span>Image source: Nvidia.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:英伟达。</span></p></blockquote></p><p> <b>Nvidia is about so much more than gaming</b></p><p><blockquote><b>Nvidia不仅仅是游戏</b></blockquote></p><p> The crazy thing about the chipmaker, though, is that gaming isn't even its biggest opportunity. Nvidia has stuck its finger in the pies of artificial intelligence, data centers, and automobiles, too, and those all offer tremendous possibilities.</p><p><blockquote>然而,这家芯片制造商的疯狂之处在于,游戏甚至不是它最大的机会。英伟达也涉足了人工智能、数据中心和汽车领域,这些领域都提供了巨大的可能性。</blockquote></p><p> Chips for data centers, for example, already make billions of dollars each year for Nvidia, with segment revenue soaring 55% year over year in Q3 to $2.9 billion and should grow to become the chipmaker's largest segment by 2025.</p><p><blockquote>例如,用于数据中心的芯片每年已经为英伟达带来数十亿美元的收入,第三季度该部门的收入同比飙升55%,达到29亿美元,到2025年应该会增长成为该芯片制造商最大的部门。</blockquote></p><p> Its $7 billion acquisition of Mellanox last year helped position Nvidia as a leading supplier for networking hardware.</p><p><blockquote>去年以70亿美元收购Mellanox,帮助英伟达成为网络硬件的领先供应商。</blockquote></p><p> The chipmaker is also putting AI to work in the cybersecurity data protection market. Combining its Morpheus framework with its zero-trust BlueField-branded data processing units (DPUs), Nvidia offers a unique level of protection regardless of whether the network is located locally, in the cloud, or in hybrid environments.</p><p><blockquote>这家芯片制造商还将人工智能应用于网络安全数据保护市场。Nvidia将其Morpheus框架与其零信任BlueField品牌的数据处理单元(DPU)相结合,无论网络是位于本地、云中还是混合环境中,都能提供独特的保护级别。</blockquote></p><p> The zero-trust platform requires all users to be authenticated, authorized, and validated before gaining access to applications and data.</p><p><blockquote>零信任平台要求所有用户在访问应用程序和数据之前都要经过身份验证、授权和验证。</blockquote></p><p> We haven't even gotten around to Nvidia's Drive AV platform for autonomous vehicles, or Omniverse, the first real-time 3D simulation and collaboration platform. The cryptocurrency market is also taking advantage of Nvidia's processing power. The Nvidia CMP HX (CMP stands for crypto mining processor) is a dedicated GPU for professional crypto mining applications that lacks video output since it's a superfluous feature. The chips also have a lower peak core voltage and frequency for improved mining power efficiency.</p><p><blockquote>我们甚至还没有接触到Nvidia的自动驾驶汽车Drive AV平台,或者Omniverse,第一个实时3D模拟和协作平台。加密货币市场也在利用英伟达的处理能力。Nvidia CMP HX(CMP代表加密挖掘处理器)是专业加密挖掘应用的专用GPU,缺乏视频输出,因为这是一个多余的功能。这些芯片还具有较低的峰值核心电压和频率,以提高采矿功率效率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09911f3f5072135e602efff6124f292d\" tg-width=\"2000\" tg-height=\"1373\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>Time to ring the register</b></p><p><blockquote><b>是时候按收银机了</b></blockquote></p><p></p><p> That's a lot of opportunities to cash in on. Analysts think so, too, and recently upgraded their forecasts to estimate Nvidia will now grow revenue from $16.5 billion in 2021 to $59.4 billion in 2026, a better than 29% compounded annual growth rate. Earnings are expected to grow even faster, or almost 42% annually, to $13 per share.</p><p><blockquote>这是很多赚钱的机会。分析师也这么认为,最近上调了预测,估计英伟达的收入将从2021年的165亿美元增长到2026年的594亿美元,复合年增长率高于29%。盈利预计将增长更快,即每年增长近42%,达到每股13美元。</blockquote></p><p> Yet Nvidia's stock isn't cheap, going for 35 times sales. Maintaining that multiple would put the chipmaker's valuation over the trillion-dollar mark sometime next year, but even halving that only delays it reaching that lofty level till the middle of the decade.</p><p><blockquote>然而,英伟达的股价并不便宜,是销售额的35倍。维持这一市盈率将使这家芯片制造商的估值在明年某个时候突破万亿美元大关,但即使将这一市盈率减半,也只会将其达到这一高水平的时间推迟到本世纪中期。</blockquote></p><p> So it's obvious a trillion-dollar Nvidia valuation will happen. Maybe the real question investors should start thinking about is, when does the semiconductor stock become a <i>$2 trillion</i> company?</p><p><blockquote>因此,很明显,英伟达的估值将会达到万亿美元。也许投资者真正应该开始思考的问题是,半导体股票何时成为<i>2万亿美元</i>公司?</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>Will Nvidia Be a Trillion-Dollar Stock by Next Year?<blockquote>英伟达明年会成为万亿美元股票吗?</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\">\nWill Nvidia Be a Trillion-Dollar Stock by Next Year?<blockquote>英伟达明年会成为万亿美元股票吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-10 21:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It's not a question of if <b>Nvidia</b> will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the symbolic threshold almost within reach.</p><p><blockquote>这不是如果的问题<b>英伟达</b>将成为万亿美元的股票,只是时间问题。随着该股在2021年上涨150%,这家芯片制造商的市值略低于8500亿美元,这使得象征性的门槛几乎触手可及。</blockquote></p><p> However, because even the <b>S&P 500</b> has posted 25% gains this year, or more than double the historical average, the potential for a sharp decline grows increasingly likely. That, too, is a matter of when, not if.</p><p><blockquote>然而,因为即使是<b>标普500</b>今年涨幅为25%,是历史平均水平的两倍多,大幅下跌的可能性越来越大。这也是一个时间问题,而不是如果。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a810eede9d4a8b010dd6d83bdd781be9\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> Ignoring, for the moment, the dramatic plunge that occurred at the onset of the coronavirus pandemic last year, the stock market has been on an incredible years-long tear. Since the end of the Great Recession in 2009, the benchmark index has put on quite the performance by more than quadrupling in value and turning a $10,000 investment into one worth over $42,000 today.</p><p><blockquote>暂时忽略去年冠状病毒大流行爆发时发生的急剧暴跌,股市已经经历了令人难以置信的长达数年的撕裂。自2009年大衰退结束以来,该基准指数表现出色,价值翻了两番多,将10,000美元的投资变成了如今价值超过42,000美元的投资。</blockquote></p><p> A new downdraft will undoubtedly take Nvidia down with it, perhaps delaying the inevitable. Here's what it might look like for the tech stock to have that nine-zero valuation.</p><p><blockquote>新的下行趋势无疑会拖累英伟达,或许会推迟不可避免的事情。以下是科技股估值为九零的情况。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/381746086571d0ddcf0ce971b1b0ea41\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>It's game on for GPUs</b></p><p><blockquote><b>GPU的游戏开始了</b></blockquote></p><p> Nvidia is, of course, best known for its graphics cards, or graphics processing units (GPU), which have made immersive, processing-intensive video games possible and remain at the heart of Nvidia's business, generating 45% of total third-quarter revenue.</p><p><blockquote>当然,Nvidia最出名的是其显卡或图形处理单元(GPU),它使沉浸式、处理密集型视频游戏成为可能,并且仍然是Nvidia业务的核心,占第三季度总收入的45%。</blockquote></p><p> It's not about to diminish in importance either. First, more people started playing video games during the pandemic, and while many will put their controllers aside as more out-of-home entertainment opportunities open up, many will continue.</p><p><blockquote>它的重要性也不会减弱。首先,更多的人在疫情期间开始玩视频游戏,虽然随着更多户外娱乐机会的出现,许多人会把他们的控制器放在一边,但许多人会继续玩下去。</blockquote></p><p> Citing the impact gamification among millennials has had on the adoption of a virtual world for gamers, Mordor Intelligence estimates the gaming GPU market will grow at a compound annual rate of 14% through 2026. This suggests that Nvidia, which already has an 83% share of the discrete gaming GPU market, might generate as much as $20 billion annually just in this segment if its sales growth rate keeps its pace.</p><p><blockquote>Mordor Intelligence引用了千禧一代的游戏化对游戏玩家采用虚拟世界的影响,估计到2026年,游戏GPU市场将以14%的复合年增长率增长。这表明,英伟达已经占据了独立游戏GPU市场83%的份额,如果其销售增长率保持同步,仅在这一领域每年就可能产生高达200亿美元的收入。</blockquote></p><p> Nvidia is also using AI to make gaming even better and more immersive. Its deep learning super sampling (DLSS) technology uses AI to take low-resolution images and scale them up to high resolutions for display on high-res screens. Add in a nascent but fast-growing esports industry, along with the growth of its GeForce Now cloud gaming service, and this segment still has plenty of expansion possibilities in store for the future.</p><p><blockquote>英伟达也在利用人工智能让游戏变得更好、更身临其境。其深度学习超级采样(DLSS)技术使用人工智能来拍摄低分辨率图像,并将其放大到高分辨率,以便在高分辨率屏幕上显示。再加上新兴但快速增长的电子竞技行业,以及GeForce Now云游戏服务的增长,该细分市场在未来仍有大量扩张的可能性。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/548893b4ea766bdde6eb1233864ed440\" tg-width=\"2000\" tg-height=\"1126\" width=\"100%\" height=\"auto\"><span>Image source: Nvidia.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:英伟达。</span></p></blockquote></p><p> <b>Nvidia is about so much more than gaming</b></p><p><blockquote><b>Nvidia不仅仅是游戏</b></blockquote></p><p> The crazy thing about the chipmaker, though, is that gaming isn't even its biggest opportunity. Nvidia has stuck its finger in the pies of artificial intelligence, data centers, and automobiles, too, and those all offer tremendous possibilities.</p><p><blockquote>然而,这家芯片制造商的疯狂之处在于,游戏甚至不是它最大的机会。英伟达也涉足了人工智能、数据中心和汽车领域,这些领域都提供了巨大的可能性。</blockquote></p><p> Chips for data centers, for example, already make billions of dollars each year for Nvidia, with segment revenue soaring 55% year over year in Q3 to $2.9 billion and should grow to become the chipmaker's largest segment by 2025.</p><p><blockquote>例如,用于数据中心的芯片每年已经为英伟达带来数十亿美元的收入,第三季度该部门的收入同比飙升55%,达到29亿美元,到2025年应该会增长成为该芯片制造商最大的部门。</blockquote></p><p> Its $7 billion acquisition of Mellanox last year helped position Nvidia as a leading supplier for networking hardware.</p><p><blockquote>去年以70亿美元收购Mellanox,帮助英伟达成为网络硬件的领先供应商。</blockquote></p><p> The chipmaker is also putting AI to work in the cybersecurity data protection market. Combining its Morpheus framework with its zero-trust BlueField-branded data processing units (DPUs), Nvidia offers a unique level of protection regardless of whether the network is located locally, in the cloud, or in hybrid environments.</p><p><blockquote>这家芯片制造商还将人工智能应用于网络安全数据保护市场。Nvidia将其Morpheus框架与其零信任BlueField品牌的数据处理单元(DPU)相结合,无论网络是位于本地、云中还是混合环境中,都能提供独特的保护级别。</blockquote></p><p> The zero-trust platform requires all users to be authenticated, authorized, and validated before gaining access to applications and data.</p><p><blockquote>零信任平台要求所有用户在访问应用程序和数据之前都要经过身份验证、授权和验证。</blockquote></p><p> We haven't even gotten around to Nvidia's Drive AV platform for autonomous vehicles, or Omniverse, the first real-time 3D simulation and collaboration platform. The cryptocurrency market is also taking advantage of Nvidia's processing power. The Nvidia CMP HX (CMP stands for crypto mining processor) is a dedicated GPU for professional crypto mining applications that lacks video output since it's a superfluous feature. The chips also have a lower peak core voltage and frequency for improved mining power efficiency.</p><p><blockquote>我们甚至还没有接触到Nvidia的自动驾驶汽车Drive AV平台,或者Omniverse,第一个实时3D模拟和协作平台。加密货币市场也在利用英伟达的处理能力。Nvidia CMP HX(CMP代表加密挖掘处理器)是专业加密挖掘应用的专用GPU,缺乏视频输出,因为这是一个多余的功能。这些芯片还具有较低的峰值核心电压和频率,以提高采矿功率效率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09911f3f5072135e602efff6124f292d\" tg-width=\"2000\" tg-height=\"1373\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>Time to ring the register</b></p><p><blockquote><b>是时候按收银机了</b></blockquote></p><p></p><p> That's a lot of opportunities to cash in on. Analysts think so, too, and recently upgraded their forecasts to estimate Nvidia will now grow revenue from $16.5 billion in 2021 to $59.4 billion in 2026, a better than 29% compounded annual growth rate. Earnings are expected to grow even faster, or almost 42% annually, to $13 per share.</p><p><blockquote>这是很多赚钱的机会。分析师也这么认为,最近上调了预测,估计英伟达的收入将从2021年的165亿美元增长到2026年的594亿美元,复合年增长率高于29%。盈利预计将增长更快,即每年增长近42%,达到每股13美元。</blockquote></p><p> Yet Nvidia's stock isn't cheap, going for 35 times sales. Maintaining that multiple would put the chipmaker's valuation over the trillion-dollar mark sometime next year, but even halving that only delays it reaching that lofty level till the middle of the decade.</p><p><blockquote>然而,英伟达的股价并不便宜,是销售额的35倍。维持这一市盈率将使这家芯片制造商的估值在明年某个时候突破万亿美元大关,但即使将这一市盈率减半,也只会将其达到这一高水平的时间推迟到本世纪中期。</blockquote></p><p> So it's obvious a trillion-dollar Nvidia valuation will happen. Maybe the real question investors should start thinking about is, when does the semiconductor stock become a <i>$2 trillion</i> company?</p><p><blockquote>因此,很明显,英伟达的估值将会达到万亿美元。也许投资者真正应该开始思考的问题是,半导体股票何时成为<i>2万亿美元</i>公司?</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/\">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":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144055666","content_text":"It's not a question of if Nvidia will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the symbolic threshold almost within reach.\nHowever, because even the S&P 500 has posted 25% gains this year, or more than double the historical average, the potential for a sharp decline grows increasingly likely. That, too, is a matter of when, not if.\nImage source: Getty Images.\nIgnoring, for the moment, the dramatic plunge that occurred at the onset of the coronavirus pandemic last year, the stock market has been on an incredible years-long tear. Since the end of the Great Recession in 2009, the benchmark index has put on quite the performance by more than quadrupling in value and turning a $10,000 investment into one worth over $42,000 today.\nA new downdraft will undoubtedly take Nvidia down with it, perhaps delaying the inevitable. Here's what it might look like for the tech stock to have that nine-zero valuation.\nImage source: Getty Images.\nIt's game on for GPUs\nNvidia is, of course, best known for its graphics cards, or graphics processing units (GPU), which have made immersive, processing-intensive video games possible and remain at the heart of Nvidia's business, generating 45% of total third-quarter revenue.\nIt's not about to diminish in importance either. First, more people started playing video games during the pandemic, and while many will put their controllers aside as more out-of-home entertainment opportunities open up, many will continue.\nCiting the impact gamification among millennials has had on the adoption of a virtual world for gamers, Mordor Intelligence estimates the gaming GPU market will grow at a compound annual rate of 14% through 2026. This suggests that Nvidia, which already has an 83% share of the discrete gaming GPU market, might generate as much as $20 billion annually just in this segment if its sales growth rate keeps its pace.\nNvidia is also using AI to make gaming even better and more immersive. Its deep learning super sampling (DLSS) technology uses AI to take low-resolution images and scale them up to high resolutions for display on high-res screens. Add in a nascent but fast-growing esports industry, along with the growth of its GeForce Now cloud gaming service, and this segment still has plenty of expansion possibilities in store for the future.\nImage source: Nvidia.\nNvidia is about so much more than gaming\nThe crazy thing about the chipmaker, though, is that gaming isn't even its biggest opportunity. Nvidia has stuck its finger in the pies of artificial intelligence, data centers, and automobiles, too, and those all offer tremendous possibilities.\nChips for data centers, for example, already make billions of dollars each year for Nvidia, with segment revenue soaring 55% year over year in Q3 to $2.9 billion and should grow to become the chipmaker's largest segment by 2025.\nIts $7 billion acquisition of Mellanox last year helped position Nvidia as a leading supplier for networking hardware.\nThe chipmaker is also putting AI to work in the cybersecurity data protection market. Combining its Morpheus framework with its zero-trust BlueField-branded data processing units (DPUs), Nvidia offers a unique level of protection regardless of whether the network is located locally, in the cloud, or in hybrid environments.\nThe zero-trust platform requires all users to be authenticated, authorized, and validated before gaining access to applications and data.\nWe haven't even gotten around to Nvidia's Drive AV platform for autonomous vehicles, or Omniverse, the first real-time 3D simulation and collaboration platform. The cryptocurrency market is also taking advantage of Nvidia's processing power. The Nvidia CMP HX (CMP stands for crypto mining processor) is a dedicated GPU for professional crypto mining applications that lacks video output since it's a superfluous feature. The chips also have a lower peak core voltage and frequency for improved mining power efficiency.\nImage source: Getty Images.\nTime to ring the register\nThat's a lot of opportunities to cash in on. Analysts think so, too, and recently upgraded their forecasts to estimate Nvidia will now grow revenue from $16.5 billion in 2021 to $59.4 billion in 2026, a better than 29% compounded annual growth rate. Earnings are expected to grow even faster, or almost 42% annually, to $13 per share.\nYet Nvidia's stock isn't cheap, going for 35 times sales. Maintaining that multiple would put the chipmaker's valuation over the trillion-dollar mark sometime next year, but even halving that only delays it reaching that lofty level till the middle of the decade.\nSo it's obvious a trillion-dollar Nvidia valuation will happen. Maybe the real question investors should start thinking about is, when does the semiconductor stock become a $2 trillion company?","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":3273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605352308,"gmtCreate":1639119479499,"gmtModify":1639119479790,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment ","listText":"For long term investment ","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605352308","repostId":"1175329322","repostType":4,"isVote":1,"tweetType":1,"viewCount":3228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602903996,"gmtCreate":1638950852984,"gmtModify":1638950853288,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment ","listText":"For long term investment ","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602903996","repostId":"1110034472","repostType":4,"repost":{"id":"1110034472","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":1638934503,"share":"https://www.laohu8.com/m/news/1110034472?lang=zh_CN&edition=full","pubTime":"2021-12-08 11:35","market":"us","language":"en","title":"Alibaba shares fell nearly 5% in Hong Kong market<blockquote>阿里巴巴-SW股价在香港市场下跌近5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110034472","media":"Tiger Newspress","summary":"Alibaba shares fell nearly 5% in Hong Kong market.\nThe stock rose more than 12% on Tuesday.","content":"<p>Alibaba shares fell nearly 5% in Hong Kong market.</p><p><blockquote>阿里巴巴-SW股价在香港市场下跌近5%。</blockquote></p><p> The stock rose more than 12% on Tuesday.<img src=\"https://static.tigerbbs.com/7164e9b37a74a667396e8d0d739f70b5\" tg-width=\"708\" tg-height=\"600\" width=\"100%\" height=\"auto\"></p><p><blockquote>该股周二涨超12%。</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>Alibaba shares fell nearly 5% in Hong Kong market<blockquote>阿里巴巴-SW股价在香港市场下跌近5%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba shares fell nearly 5% in Hong Kong market<blockquote>阿里巴巴-SW股价在香港市场下跌近5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-08 11:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Alibaba shares fell nearly 5% in Hong Kong market.</p><p><blockquote>阿里巴巴-SW股价在香港市场下跌近5%。</blockquote></p><p> The stock rose more than 12% on Tuesday.<img src=\"https://static.tigerbbs.com/7164e9b37a74a667396e8d0d739f70b5\" tg-width=\"708\" tg-height=\"600\" width=\"100%\" height=\"auto\"></p><p><blockquote>该股周二涨超12%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110034472","content_text":"Alibaba shares fell nearly 5% in Hong Kong market.\nThe stock rose more than 12% on Tuesday.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":3539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606659448,"gmtCreate":1638875753284,"gmtModify":1638875753586,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment ","listText":"For long term investment ","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606659448","repostId":"1127914564","repostType":4,"isVote":1,"tweetType":1,"viewCount":3689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608340491,"gmtCreate":1638636425729,"gmtModify":1638636425903,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment ","listText":"For long term investment ","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608340491","repostId":"2188236025","repostType":4,"isVote":1,"tweetType":1,"viewCount":3303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603734835,"gmtCreate":1638451377504,"gmtModify":1638451377643,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment ","listText":"For long term investment ","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603734835","repostId":"1184715609","repostType":4,"repost":{"id":"1184715609","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":1638435754,"share":"https://www.laohu8.com/m/news/1184715609?lang=zh_CN&edition=full","pubTime":"2021-12-02 17:02","market":"us","language":"en","title":"Apple stock slid more than 1% in premarket trading<blockquote>苹果股价在盘前交易中下跌超过1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184715609","media":"Tiger Newspress","summary":"Apple stock slid more than 1% in premarket trading as the company told suppliers iPhone demand had s","content":"<p>Apple stock slid more than 1% in premarket trading as the company told suppliers iPhone demand had slowed as holidays near.</p><p><blockquote>苹果股价在盘前交易中下跌超过1%,该公司告诉供应商,随着假期临近,iPhone需求放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4998e48aaef0f93a3524641e871e1368\" tg-width=\"853\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple Inc., suffering from a global supply crunch, is now confronting a different problem: slowing demand.</p><p><blockquote>饱受全球供应紧缩之苦的苹果公司现在面临着一个不同的问题:需求放缓。</blockquote></p><p> The company has told its component suppliers that demand for the iPhone 13 lineup has weakened, people familiar with the matter said, signaling that some consumers have decided against trying to get the hard-to-find item.</p><p><blockquote>知情人士称,该公司已告诉其零部件供应商,对iPhone 13系列产品的需求已经减弱,这表明一些消费者已经决定不尝试购买这款难以找到的产品。</blockquote></p><p> Already, Apple had cut its iPhone 13 production goal for this year by as many as 10 million units, down from a target of 90 million, because of a lack of parts, Bloomberg News reported. But the hope was to make up much of that shortfall next year -- when supply is expected to improve. The company is now informing its vendors that those orders may not materialize, according to the people, who asked not to be identified because the discussions are private.</p><p><blockquote>据彭博社报道,由于缺乏零部件,苹果已经将今年的iPhone 13产量目标从9000万部削减了多达1000万部。但希望明年当供应有望改善时,能够弥补大部分缺口。据知情人士透露,该公司目前正在通知其供应商,这些订单可能不会实现。由于讨论是私下进行的,这些人士要求匿名。</blockquote></p><p> The company is still on track for a record holiday season, with analysts projecting a sales increase of 6% to $117.9 billion in the final three months of the calendar year. But it won’t be the blockbuster quarter that Apple -- and Wall Street -- had originally envisioned. Shortages and delivery delays have frustrated many consumers. And with inflation and the omicron variant bringing fresh concerns to pandemic-weary shoppers, they may forego some purchases.</p><p><blockquote>该公司仍有望迎来创纪录的假期,分析师预计今年最后三个月的销售额将增长6%,达到1,179亿美元。但这不会是苹果和华尔街最初设想的一鸣惊人的季度。短缺和交货延迟让许多消费者感到沮丧。随着通货膨胀和奥密克戎变种给厌倦了流行病的购物者带来新的担忧,他们可能会放弃一些购买。</blockquote></p><p> That could mean skipping the iPhone 13 altogether and waiting to upgrade next year, when its successor comes out. The current lineup, which starts at $799 for the standard model and $999 for the Pro, is considered a modest update from the iPhone 12, which had a whole new design. Bigger changes are expected for the 2022 model, giving some shoppers a reason to wait.</p><p><blockquote>这可能意味着完全跳过iPhone 13,等待明年其继任者问世时进行升级。目前的产品线标准机型起价为799美元,Pro机型起价为999美元,被认为是iPhone 12的适度更新,iPhone 12采用了全新的设计。预计2022年的车型将会有更大的变化,这让一些购物者有理由等待。</blockquote></p><p> Apple, based in Cupertino, California, declined to comment.</p><p><blockquote>总部位于加州库比蒂诺的苹果拒绝置评。</blockquote></p><p> Apple suppliers across Asia extended their declines after Bloomberg’s report. In South Korea,LG Innotek Co. slid 11%, while Hong Kong-listed AAC Technologies Holdings Inc. fell as much as 4.8% and Japan’s TDK Corp. dropped as much as 4.8%.</p><p><blockquote>彭博社发布报告后,亚洲各地的苹果供应商延续了跌势。在韩国,LG Innotek Co.下跌11%,香港上市公司瑞声科技控股公司下跌4.8%,日本TDK Corp.下跌4.8%。</blockquote></p><p> The iPhone is Apple’s flagship product, accounting for about half of its $365.8 billion in revenue during the last fiscal year, and rolling out upgrades is a delicate dance. With the iPhone 13, Apple and wireless carriers unleashed aggressive rebate programs to spur purchases. In some cases, owners of an iPhone 12 or earlier models were able to buy an iPhone 13 at little to no cost. While discount programs are still available, some offer less dramatic savings than when new models first went on sale.</p><p><blockquote>iPhone是苹果的旗舰产品,约占其上一财年3658亿美元收入的一半,推出升级是一场微妙的舞蹈。随着iPhone 13的推出,苹果和无线运营商推出了积极的折扣计划来刺激购买。在某些情况下,iPhone 12或更早型号的用户能够以很少甚至没有成本购买iPhone 13。虽然折扣计划仍然有效,但有些计划提供的节省不如新型号首次上市时那么多。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/473a40069576053da8e3b091905ed20d\" tg-width=\"959\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> During Apple’s last earnings call in October, Chief Executive Officer Tim Cook said that demand for new products was “very robust” -- fueled by interest in the latest iPhones, iPads and other devices -- and that the company was on track for a record holiday quarter. It had sales of $111.4 billion in the year-earlier period.</p><p><blockquote>在苹果10月份的上一次财报看涨期权上,首席执行官蒂姆·库克(Tim Cook)表示,在对最新iPhone、iPad和其他设备的兴趣推动下,对新产品的需求“非常强劲”,并且该公司有望实现创纪录的假期季度。去年同期销售额为1114亿美元。</blockquote></p><p> He pointed to supply constraints as the company’s biggest challenge. Cook predicted that the struggle to get enough components, particularly chips, would cost Apple more than $6 billion in revenue during the holiday quarter.</p><p><blockquote>他指出供应限制是该公司最大的挑战。Cook预测,难以获得足够的零部件,尤其是芯片,将使苹果在假日季度损失超过60亿美元的收入。</blockquote></p><p> The constraints have hurt Apple partners as well. Sales for the company’s main chip supplier,Taiwan Semiconductor Manufacturing Co., weakened recently, with October revenue falling 12% from the previous month to NT$134.5 billion ($4.8 billion).</p><p><blockquote>这些限制也伤害了苹果的合作伙伴。该公司主要芯片供应商台积电公司的销售最近疲软,10月份收入环比下降12%,至1345亿新台币(48亿美元)。</blockquote></p><p> Last month, Apple’s main iPhone assembler,Hon Hai Precision Industry Co., predicted that its business willshrinkthis quarter from a year earlier -- caused by declines in consumer electronics and computing -- as it continues to suffer from the chip shortage. On Oct. 24,IQE Plc saw its shares fall 24% after it warned of softening smartphone demand, although the semiconductor company didn’t name any particular customer.</p><p><blockquote>上个月,苹果主要的iPhone组装商鸿海精密工业股份有限公司预测,由于消费电子和计算行业的下滑,该公司本季度的业务将同比萎缩,因为该公司继续遭受芯片短缺的困扰。10月24日,IQE Plc警告智能手机需求疲软后,其股价下跌24%,但这家半导体公司没有透露任何特定客户的名字。</blockquote></p><p> And there’s now more strain on shoppers’ pocketbooks. U.S. consumer prices rose last month at the fastest annual pace since 1990. Surging costs for food, gas and housing are eroding purchasing power despite stronger wage growth.</p><p><blockquote>现在购物者的钱包承受了更大的压力。美国消费者价格上个月以1990年以来最快的年度速度上涨。尽管工资增长强劲,但食品、天然气和住房成本的飙升正在侵蚀购买力。</blockquote></p><p> Meanwhile, the iPhone 13 isn’t as hard to get as it once was. Apple shoppers in the U.S. had been waiting about a month for the much-prized Pro model to be delivered. Now wait times are down to two weeks or less.</p><p><blockquote>与此同时,iPhone 13不像以前那么难买到了。美国的苹果购物者已经等待了大约一个月的时间,等待备受推崇的Pro车型的交付。现在等待时间缩短到两周或更短。</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>Apple stock slid more than 1% in premarket trading<blockquote>苹果股价在盘前交易中下跌超过1%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple stock slid more than 1% in premarket trading<blockquote>苹果股价在盘前交易中下跌超过1%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-02 17:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple stock slid more than 1% in premarket trading as the company told suppliers iPhone demand had slowed as holidays near.</p><p><blockquote>苹果股价在盘前交易中下跌超过1%,该公司告诉供应商,随着假期临近,iPhone需求放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4998e48aaef0f93a3524641e871e1368\" tg-width=\"853\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple Inc., suffering from a global supply crunch, is now confronting a different problem: slowing demand.</p><p><blockquote>饱受全球供应紧缩之苦的苹果公司现在面临着一个不同的问题:需求放缓。</blockquote></p><p> The company has told its component suppliers that demand for the iPhone 13 lineup has weakened, people familiar with the matter said, signaling that some consumers have decided against trying to get the hard-to-find item.</p><p><blockquote>知情人士称,该公司已告诉其零部件供应商,对iPhone 13系列产品的需求已经减弱,这表明一些消费者已经决定不尝试购买这款难以找到的产品。</blockquote></p><p> Already, Apple had cut its iPhone 13 production goal for this year by as many as 10 million units, down from a target of 90 million, because of a lack of parts, Bloomberg News reported. But the hope was to make up much of that shortfall next year -- when supply is expected to improve. The company is now informing its vendors that those orders may not materialize, according to the people, who asked not to be identified because the discussions are private.</p><p><blockquote>据彭博社报道,由于缺乏零部件,苹果已经将今年的iPhone 13产量目标从9000万部削减了多达1000万部。但希望明年当供应有望改善时,能够弥补大部分缺口。据知情人士透露,该公司目前正在通知其供应商,这些订单可能不会实现。由于讨论是私下进行的,这些人士要求匿名。</blockquote></p><p> The company is still on track for a record holiday season, with analysts projecting a sales increase of 6% to $117.9 billion in the final three months of the calendar year. But it won’t be the blockbuster quarter that Apple -- and Wall Street -- had originally envisioned. Shortages and delivery delays have frustrated many consumers. And with inflation and the omicron variant bringing fresh concerns to pandemic-weary shoppers, they may forego some purchases.</p><p><blockquote>该公司仍有望迎来创纪录的假期,分析师预计今年最后三个月的销售额将增长6%,达到1,179亿美元。但这不会是苹果和华尔街最初设想的一鸣惊人的季度。短缺和交货延迟让许多消费者感到沮丧。随着通货膨胀和奥密克戎变种给厌倦了流行病的购物者带来新的担忧,他们可能会放弃一些购买。</blockquote></p><p> That could mean skipping the iPhone 13 altogether and waiting to upgrade next year, when its successor comes out. The current lineup, which starts at $799 for the standard model and $999 for the Pro, is considered a modest update from the iPhone 12, which had a whole new design. Bigger changes are expected for the 2022 model, giving some shoppers a reason to wait.</p><p><blockquote>这可能意味着完全跳过iPhone 13,等待明年其继任者问世时进行升级。目前的产品线标准机型起价为799美元,Pro机型起价为999美元,被认为是iPhone 12的适度更新,iPhone 12采用了全新的设计。预计2022年的车型将会有更大的变化,这让一些购物者有理由等待。</blockquote></p><p> Apple, based in Cupertino, California, declined to comment.</p><p><blockquote>总部位于加州库比蒂诺的苹果拒绝置评。</blockquote></p><p> Apple suppliers across Asia extended their declines after Bloomberg’s report. In South Korea,LG Innotek Co. slid 11%, while Hong Kong-listed AAC Technologies Holdings Inc. fell as much as 4.8% and Japan’s TDK Corp. dropped as much as 4.8%.</p><p><blockquote>彭博社发布报告后,亚洲各地的苹果供应商延续了跌势。在韩国,LG Innotek Co.下跌11%,香港上市公司瑞声科技控股公司下跌4.8%,日本TDK Corp.下跌4.8%。</blockquote></p><p> The iPhone is Apple’s flagship product, accounting for about half of its $365.8 billion in revenue during the last fiscal year, and rolling out upgrades is a delicate dance. With the iPhone 13, Apple and wireless carriers unleashed aggressive rebate programs to spur purchases. In some cases, owners of an iPhone 12 or earlier models were able to buy an iPhone 13 at little to no cost. While discount programs are still available, some offer less dramatic savings than when new models first went on sale.</p><p><blockquote>iPhone是苹果的旗舰产品,约占其上一财年3658亿美元收入的一半,推出升级是一场微妙的舞蹈。随着iPhone 13的推出,苹果和无线运营商推出了积极的折扣计划来刺激购买。在某些情况下,iPhone 12或更早型号的用户能够以很少甚至没有成本购买iPhone 13。虽然折扣计划仍然有效,但有些计划提供的节省不如新型号首次上市时那么多。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/473a40069576053da8e3b091905ed20d\" tg-width=\"959\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> During Apple’s last earnings call in October, Chief Executive Officer Tim Cook said that demand for new products was “very robust” -- fueled by interest in the latest iPhones, iPads and other devices -- and that the company was on track for a record holiday quarter. It had sales of $111.4 billion in the year-earlier period.</p><p><blockquote>在苹果10月份的上一次财报看涨期权上,首席执行官蒂姆·库克(Tim Cook)表示,在对最新iPhone、iPad和其他设备的兴趣推动下,对新产品的需求“非常强劲”,并且该公司有望实现创纪录的假期季度。去年同期销售额为1114亿美元。</blockquote></p><p> He pointed to supply constraints as the company’s biggest challenge. Cook predicted that the struggle to get enough components, particularly chips, would cost Apple more than $6 billion in revenue during the holiday quarter.</p><p><blockquote>他指出供应限制是该公司最大的挑战。Cook预测,难以获得足够的零部件,尤其是芯片,将使苹果在假日季度损失超过60亿美元的收入。</blockquote></p><p> The constraints have hurt Apple partners as well. Sales for the company’s main chip supplier,Taiwan Semiconductor Manufacturing Co., weakened recently, with October revenue falling 12% from the previous month to NT$134.5 billion ($4.8 billion).</p><p><blockquote>这些限制也伤害了苹果的合作伙伴。该公司主要芯片供应商台积电公司的销售最近疲软,10月份收入环比下降12%,至1345亿新台币(48亿美元)。</blockquote></p><p> Last month, Apple’s main iPhone assembler,Hon Hai Precision Industry Co., predicted that its business willshrinkthis quarter from a year earlier -- caused by declines in consumer electronics and computing -- as it continues to suffer from the chip shortage. On Oct. 24,IQE Plc saw its shares fall 24% after it warned of softening smartphone demand, although the semiconductor company didn’t name any particular customer.</p><p><blockquote>上个月,苹果主要的iPhone组装商鸿海精密工业股份有限公司预测,由于消费电子和计算行业的下滑,该公司本季度的业务将同比萎缩,因为该公司继续遭受芯片短缺的困扰。10月24日,IQE Plc警告智能手机需求疲软后,其股价下跌24%,但这家半导体公司没有透露任何特定客户的名字。</blockquote></p><p> And there’s now more strain on shoppers’ pocketbooks. U.S. consumer prices rose last month at the fastest annual pace since 1990. Surging costs for food, gas and housing are eroding purchasing power despite stronger wage growth.</p><p><blockquote>现在购物者的钱包承受了更大的压力。美国消费者价格上个月以1990年以来最快的年度速度上涨。尽管工资增长强劲,但食品、天然气和住房成本的飙升正在侵蚀购买力。</blockquote></p><p> Meanwhile, the iPhone 13 isn’t as hard to get as it once was. Apple shoppers in the U.S. had been waiting about a month for the much-prized Pro model to be delivered. Now wait times are down to two weeks or less.</p><p><blockquote>与此同时,iPhone 13不像以前那么难买到了。美国的苹果购物者已经等待了大约一个月的时间,等待备受推崇的Pro车型的交付。现在等待时间缩短到两周或更短。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184715609","content_text":"Apple stock slid more than 1% in premarket trading as the company told suppliers iPhone demand had slowed as holidays near.\n\nApple Inc., suffering from a global supply crunch, is now confronting a different problem: slowing demand.\nThe company has told its component suppliers that demand for the iPhone 13 lineup has weakened, people familiar with the matter said, signaling that some consumers have decided against trying to get the hard-to-find item.\nAlready, Apple had cut its iPhone 13 production goal for this year by as many as 10 million units, down from a target of 90 million, because of a lack of parts, Bloomberg News reported. But the hope was to make up much of that shortfall next year -- when supply is expected to improve. The company is now informing its vendors that those orders may not materialize, according to the people, who asked not to be identified because the discussions are private.\nThe company is still on track for a record holiday season, with analysts projecting a sales increase of 6% to $117.9 billion in the final three months of the calendar year. But it won’t be the blockbuster quarter that Apple -- and Wall Street -- had originally envisioned. Shortages and delivery delays have frustrated many consumers. And with inflation and the omicron variant bringing fresh concerns to pandemic-weary shoppers, they may forego some purchases.\nThat could mean skipping the iPhone 13 altogether and waiting to upgrade next year, when its successor comes out. The current lineup, which starts at $799 for the standard model and $999 for the Pro, is considered a modest update from the iPhone 12, which had a whole new design. Bigger changes are expected for the 2022 model, giving some shoppers a reason to wait.\nApple, based in Cupertino, California, declined to comment.\nApple suppliers across Asia extended their declines after Bloomberg’s report. In South Korea,LG Innotek Co. slid 11%, while Hong Kong-listed AAC Technologies Holdings Inc. fell as much as 4.8% and Japan’s TDK Corp. dropped as much as 4.8%.\nThe iPhone is Apple’s flagship product, accounting for about half of its $365.8 billion in revenue during the last fiscal year, and rolling out upgrades is a delicate dance. With the iPhone 13, Apple and wireless carriers unleashed aggressive rebate programs to spur purchases. In some cases, owners of an iPhone 12 or earlier models were able to buy an iPhone 13 at little to no cost. While discount programs are still available, some offer less dramatic savings than when new models first went on sale.\n\nDuring Apple’s last earnings call in October, Chief Executive Officer Tim Cook said that demand for new products was “very robust” -- fueled by interest in the latest iPhones, iPads and other devices -- and that the company was on track for a record holiday quarter. It had sales of $111.4 billion in the year-earlier period.\nHe pointed to supply constraints as the company’s biggest challenge. Cook predicted that the struggle to get enough components, particularly chips, would cost Apple more than $6 billion in revenue during the holiday quarter.\nThe constraints have hurt Apple partners as well. Sales for the company’s main chip supplier,Taiwan Semiconductor Manufacturing Co., weakened recently, with October revenue falling 12% from the previous month to NT$134.5 billion ($4.8 billion).\nLast month, Apple’s main iPhone assembler,Hon Hai Precision Industry Co., predicted that its business willshrinkthis quarter from a year earlier -- caused by declines in consumer electronics and computing -- as it continues to suffer from the chip shortage. On Oct. 24,IQE Plc saw its shares fall 24% after it warned of softening smartphone demand, although the semiconductor company didn’t name any particular customer.\nAnd there’s now more strain on shoppers’ pocketbooks. U.S. consumer prices rose last month at the fastest annual pace since 1990. Surging costs for food, gas and housing are eroding purchasing power despite stronger wage growth.\nMeanwhile, the iPhone 13 isn’t as hard to get as it once was. Apple shoppers in the U.S. had been waiting about a month for the much-prized Pro model to be delivered. Now wait times are down to two weeks or less.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603378277,"gmtCreate":1638370423055,"gmtModify":1638370423542,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment ","listText":"For long term investment ","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603378277","repostId":"1100425330","repostType":4,"repost":{"id":"1100425330","kind":"news","pubTimestamp":1638360525,"share":"https://www.laohu8.com/m/news/1100425330?lang=zh_CN&edition=full","pubTime":"2021-12-01 20:08","market":"us","language":"en","title":"Disney Could Be A Huge Winner In 2022<blockquote>迪士尼可能成为2022年的大赢家</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100425330","media":"Seeking Alpha","summary":"Summary\n\nA wave of negativity has hit Disney stock over the past few weeks post earnings.\nFears of t","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>A wave of negativity has hit Disney stock over the past few weeks post earnings.</li> <li>Fears of the new Covid variant (Omicron) has put further pressure on the stock.</li> <li>That said, we think its time to start looking at the Disney cup as \"half full\" instead of half empty.</li> <li>Disney is one of our top stock picks for 2022.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af7c3cef342a5e4c3d39f605d91ebdc8\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Drew Angerer/Getty Images News</span></p><p><blockquote><ul><li>过去几周,迪士尼股票在财报发布后受到了一波负面影响。</li><li>对新冠病毒变种(奥密克戎)的担忧给该股带来了进一步的压力。</li><li>也就是说,我们认为是时候开始将迪士尼杯视为“半满”而不是半空了。</li><li>迪士尼是我们2022年的首选股票之一。</li></ul><p class=\"t-img-caption\"><span>德鲁·安格雷尔/盖蒂图片社新闻</span></p></blockquote></p><p> It's always amazing to me how sentiment can shift so quickly on a stock. One minute the glass is \"half full\" and the next minute its \"half empty\". However, this fickleness can provide great opportunities for investors willing to patiently wait for the tide shift again.</p><p><blockquote>我总是很惊讶一只股票的情绪变化如此之快。前一分钟杯子是“半满的”,下一分钟它是“半空的”。然而,这种变化无常可以为愿意耐心等待潮流再次转变的投资者提供巨大的机会。</blockquote></p><p> The Walt Disney Co.(NYSE:DIS)certainly falls into this category right now.</p><p><blockquote>华特迪士尼公司(纽约证券交易所股票代码:DIS)目前当然属于这一类。</blockquote></p><p> After missing earnings expectations a few weeks ago and renewed Covid fears from the Omicron variant, investors seemed to have put Disney in the penalty box for now...with the shares sinking about 15% since Nov. 8th.</p><p><blockquote>在几周前未达到盈利预期以及奥密克戎变种重新引发对新冠病毒的担忧之后,投资者似乎暂时将迪士尼置于惩罚箱中……自11月8日以来,迪士尼股价已下跌约15%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac736e0b67e5440e2f7e0a106b384640\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> That said, we believe that Disney is the exact type of stock that you want to own going into 2022.</p><p><blockquote>也就是说,我们相信迪士尼正是您在2022年想要持有的股票类型。</blockquote></p><p> The company has \"re-opening\" exposure from its theme park business and stable recurring revenue (and cash flow) from its Disney+ (and Hulu and ESPN+) business...which we will believe will be a great combination over the next 6-12 months.</p><p><blockquote>该公司从其主题公园业务中“重新开放”风险敞口,并从其Disney+(以及Hulu和ESPN+)业务中获得稳定的经常性收入(和现金流)……我们相信这将是一个很好的组合未来6-12个月。</blockquote></p><p> <b>The Walt Disney Co.</b></p><p><blockquote><b>华特·迪士尼公司。</b></blockquote></p><p> <b>Sector/Industry:</b>Communication Services / Entertainment</p><p><blockquote><b>部门/行业:</b>通讯服务/娱乐</blockquote></p><p> Walt Disney owns the rights to some of the most globally recognized characters, from Mickey Mouse to Luke Skywalker. These characters and others are featured in several Disney theme parks around the world. Disney makes live-action and animated films under studios such as Pixar, Marvel, and Lucasfilm and also operates media networks including ESPN and several TV production studios. Disney recently reorganized into four segments with one new segment: direct-to-consumer and international. The new segment includes the two announced OTT offerings, ESPN+ and the Disney SVOD service. The plan also combines two segments, parks and resorts and consumer products, into one. The media networks group contains the U.S. cable channels and ABC. The studio segment holds the movie production assets.</p><p><blockquote>华特·迪士尼拥有一些最受全球认可的角色的版权,从米老鼠到卢克·天行者。这些角色和其他角色出现在世界各地的几个迪士尼主题公园里。迪士尼在皮克斯、漫威和卢卡斯影业等工作室旗下制作真人电影和动画电影,还经营包括ESPN和几家电视制作工作室在内的媒体网络。迪士尼最近重组为四个部门,其中一个新部门:直接面向消费者和国际部门。新的部分包括两个已宣布的OTT产品,ESPN+和迪士尼SVOD服务。该计划还将公园和度假村以及消费品这两个部门合二为一。媒体网络集团包括美国有线电视频道和美国广播公司。工作室部门持有电影制作资产。</blockquote></p><p> (Source: YCharts)</p><p><blockquote>(来源:YCharts)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10056a0f8a2d6e40a9cb69271646ca9c\" tg-width=\"640\" tg-height=\"289\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:期权收入顾问</span></p></blockquote></p><p> Disney currently has average rankings for Safety (5) and Value (6). We'll dig into those rankings below.</p><p><blockquote>迪士尼目前在安全性(5)和价值(6)方面的平均排名。我们将在下面深入研究这些排名。</blockquote></p><p> <i>Note that our rankings are from 1 (lowest) to 10 (highest).</i></p><p><blockquote><i>请注意,我们的排名是从1(最低)到10(最高)。</i></blockquote></p><p> <b>Safety</b></p><p><blockquote><b>安全</b></blockquote></p><p> It's no secret that the pandemic was rough on Disney as its theme park business (which represented over 30% of revenues) essentially shut down overnight. Not to mention the company's reliance on the box office (which also disappeared). Hence the average Safety ranking of 5.</p><p><blockquote>众所周知,疫情对迪士尼的打击很大,因为其主题公园业务(占收入的30%以上)基本上在一夜之间关闭。更不用说公司对票房的依赖(票房也消失了)。因此平均安全等级为5。</blockquote></p><p> That said, Disney has fought its way back to profitability and is expected to earn $4.25 per share in fiscal 2022. The company expects earnings to grow even further in 2023 and 2024 to $5.73 per share (35% growth) and $7.30 per share (27% growth), respectively as theme parks and theaters remove capacity restrictions. Also, management expects Disney+ subscribers to more than double by 2024 (from ~120 million currently to over 230 million).<i>Note that Disney's fiscal year end is September.</i></p><p><blockquote>尽管如此,迪士尼已经努力恢复盈利,预计2022财年每股收益为4.25美元。该公司预计,随着主题公园和影院取消容量限制,2023年和2024年的盈利将进一步增长,分别达到每股5.73美元(增长35%)和每股7.30美元(增长27%)。此外,管理层预计到2024年Disney+订阅用户将增加一倍以上(从目前的约1.2亿增加到超过2.3亿)。<i>请注意,迪士尼的财政年度结束是9月。</i></blockquote></p><p> Including Disney+, Hulu and ESPN+, Disney currently has ~170 million subscribers. Compared with Netflix's(NASDAQ:NFLX)current subscriber base of ~209 million...Disney's subscriber growth has been nothing short of incredible. In other words, Disney accomplished in 2 years what it took Netflix ~8 years to do!</p><p><blockquote>包括Disney+、Hulu和ESPN+在内,迪士尼目前拥有约1.7亿订阅者。与Netflix(纳斯达克股票代码:NFLX)目前约2.09亿用户群相比……迪士尼的用户增长令人难以置信。换句话说,迪士尼在两年内完成了网飞花了~8年才完成的事情!</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/536d4caaf3402c40894e85b28c61e3ba\" tg-width=\"640\" tg-height=\"245\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:期权收入顾问</span></p></blockquote></p><p> The company's balance sheet also is extremely strong with $16 billion of cash/short-term investments.</p><p><blockquote>该公司的资产负债表也非常强劲,拥有160亿美元的现金/短期投资。</blockquote></p><p> <b>Valuation/Upside Potential</b></p><p><blockquote><b>估值/上涨潜力</b></blockquote></p><p> Disney looks pretty attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (on a forward basis).</p><p><blockquote>从估值的角度来看,迪士尼看起来相当有吸引力,目前的交易价格比其所有长期估值指标(远期)都有相当大的折扣。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeab4377d3d8c4ff2e2fb780ff224146\" tg-width=\"572\" tg-height=\"240\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:期权收入顾问</span></p></blockquote></p><p> Specifically, Disney is currently trading at 25.6x forward 2023 earnings and 2.9x forward 2023 sales.</p><p><blockquote>具体来说,迪士尼目前的市盈率为2023年预期收益的25.6倍,2023年预期销售额的2.9倍。</blockquote></p><p></p><p> That said, earnings are expected to grow over 25% per year for the next few years...which would favor a little multiple expansion from here.</p><p><blockquote>也就是说,预计未来几年盈利每年将增长25%以上……这将有利于从这里开始进行一点倍数扩张。</blockquote></p><p> If you put a 25x-30x multiple on consensus forward earnings of 7.30 per share in 2024, that would equate to a $182.00 - $219.00 stock price (representing 23%-48% upside from current levels)!</p><p><blockquote>如果您将2024年每股7.30的共识预期收益乘以25-30倍,则相当于股价为182.00-219.00美元(较当前水平上涨23%-48%)!</blockquote></p><p> <b>Cash-Secured Put Analysis</b></p><p><blockquote><b>现金抵押认沽分析</b></blockquote></p><p> While we believe that Disney is a \"strong buy\" at current levels, if you are concerned about more downside volatility ahead, we also love the risk/reward profile of the cash-secured puts.</p><p><blockquote>虽然我们认为迪士尼在当前水平上是“强力买入”,但如果您担心未来会出现更多下行波动,我们也喜欢现金担保看跌期权的风险/回报状况。</blockquote></p><p> The three main data points we look at when analyzing a cash-secured put trade are:</p><p><blockquote>在分析现金担保看跌交易时,我们会考虑三个主要数据点:</blockquote></p><p> <ul> <li>Premium Yield% (or Average Monthly Yield%): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).<i>Assumes that the option is fully cash secured.</i></li> <li>Margin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.</li> <li>Delta: A good proxy for the probability that the put option will finish in-the-money.</li> </ul> The downside with a cash-secured put is that you are obligated to buy the stock at the strike price (which in most circumstances ends up being a good trade).</p><p><blockquote><ul><li>溢价收益率%(或平均月收益率%):假设期权到期时一文不值(价外)的预期资本回报率的衡量标准。<i>假设期权完全以现金抵押。</i></li><li>安全边际%:下行保护的衡量标准或标的股票可能下跌但仍能让您在期权交易中实现收支平衡的百分比。</li><li>Delta:很好地代表看跌期权以价内结束的概率。</li></ul>现金担保看跌期权的缺点是您有义务以执行价格购买股票(在大多数情况下,这最终是一笔不错的交易)。</blockquote></p><p> <i>Note that there is always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.</i></p><p><blockquote><i>请注意,保费收益率和安全边际之间总是负相关:给定执行月份的保费收益率越高,安全边际越低。</i></blockquote></p><p> <i>An investor should always be honest with themselves about their risk tolerance. The Triple Income Wheel can be adapted to suit your needs.</i></p><p><blockquote><i>投资者应该始终对自己的风险承受能力诚实。三重收入轮可以根据您的需求进行调整。</i></blockquote></p><p> Now let's look at the cash-secured put analysis for Disney. We're focused on the January monthly contract that expires on 1/21/22.</p><p><blockquote>现在让我们看看迪士尼的现金担保看跌期权分析。我们关注的是1月21日/22日到期的1月份月度合同。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93b72516013aa678d6304de63305b1c7\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:期权收入顾问</span></p></blockquote></p><p> As discussed in the video, we believe that the $140 level could hold as long-tern support here. So we really like the following cash-secured put:</p><p><blockquote>正如视频中所讨论的,我们认为140美元的水平可能会成为长期支撑。因此,我们非常喜欢以下现金担保看跌期权:</blockquote></p><p> <i><b>DIS Jan 21st $140.00 Put (53 days until expiration)</b></i></p><p><blockquote><i><b>DIS 1月21日140.00美元看跌期权(距离到期还有53天)</b></i></blockquote></p><p> <ul> <li>Option Premium: ~$3.10 premium</p><p><blockquote><ul><li>期权溢价:约3.10美元溢价</li></ul></blockquote></p><p></li> <li>Average Monthly Yield %: 1.3% (15.6% annualized)</p><p><blockquote><li>平均月收益率%:1.3%(年化15.6%)</li></blockquote></p><p></li> <li>Margin-of-Safety %: 5.3%</p><p><blockquote><li>安全裕度%:5.3%</li></blockquote></p><p></li> <li>Delta: 29</p><p><blockquote><li>德尔塔:29</li></blockquote></p><p></li> </ul> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Based on our long-term and short-term views on Disney, we believe the risk/reward profile with DIS stock is very attractive at current levels. That said, if you want some additional margin of safety, consider a cash-secured put strategy.</p><p><blockquote>根据我们对迪士尼的长期和短期看法,我们认为DIS股票的风险/回报状况在当前水平上非常有吸引力。也就是说,如果您想要一些额外的安全边际,请考虑现金担保看跌策略。</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>Disney Could Be A Huge Winner In 2022<blockquote>迪士尼可能成为2022年的大赢家</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\">\nDisney Could Be A Huge Winner In 2022<blockquote>迪士尼可能成为2022年的大赢家</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-01 20:08</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>A wave of negativity has hit Disney stock over the past few weeks post earnings.</li> <li>Fears of the new Covid variant (Omicron) has put further pressure on the stock.</li> <li>That said, we think its time to start looking at the Disney cup as \"half full\" instead of half empty.</li> <li>Disney is one of our top stock picks for 2022.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af7c3cef342a5e4c3d39f605d91ebdc8\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Drew Angerer/Getty Images News</span></p><p><blockquote><ul><li>过去几周,迪士尼股票在财报发布后受到了一波负面影响。</li><li>对新冠病毒变种(奥密克戎)的担忧给该股带来了进一步的压力。</li><li>也就是说,我们认为是时候开始将迪士尼杯视为“半满”而不是半空了。</li><li>迪士尼是我们2022年的首选股票之一。</li></ul><p class=\"t-img-caption\"><span>德鲁·安格雷尔/盖蒂图片社新闻</span></p></blockquote></p><p> It's always amazing to me how sentiment can shift so quickly on a stock. One minute the glass is \"half full\" and the next minute its \"half empty\". However, this fickleness can provide great opportunities for investors willing to patiently wait for the tide shift again.</p><p><blockquote>我总是很惊讶一只股票的情绪变化如此之快。前一分钟杯子是“半满的”,下一分钟它是“半空的”。然而,这种变化无常可以为愿意耐心等待潮流再次转变的投资者提供巨大的机会。</blockquote></p><p> The Walt Disney Co.(NYSE:DIS)certainly falls into this category right now.</p><p><blockquote>华特迪士尼公司(纽约证券交易所股票代码:DIS)目前当然属于这一类。</blockquote></p><p> After missing earnings expectations a few weeks ago and renewed Covid fears from the Omicron variant, investors seemed to have put Disney in the penalty box for now...with the shares sinking about 15% since Nov. 8th.</p><p><blockquote>在几周前未达到盈利预期以及奥密克戎变种重新引发对新冠病毒的担忧之后,投资者似乎暂时将迪士尼置于惩罚箱中……自11月8日以来,迪士尼股价已下跌约15%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac736e0b67e5440e2f7e0a106b384640\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> That said, we believe that Disney is the exact type of stock that you want to own going into 2022.</p><p><blockquote>也就是说,我们相信迪士尼正是您在2022年想要持有的股票类型。</blockquote></p><p> The company has \"re-opening\" exposure from its theme park business and stable recurring revenue (and cash flow) from its Disney+ (and Hulu and ESPN+) business...which we will believe will be a great combination over the next 6-12 months.</p><p><blockquote>该公司从其主题公园业务中“重新开放”风险敞口,并从其Disney+(以及Hulu和ESPN+)业务中获得稳定的经常性收入(和现金流)……我们相信这将是一个很好的组合未来6-12个月。</blockquote></p><p> <b>The Walt Disney Co.</b></p><p><blockquote><b>华特·迪士尼公司。</b></blockquote></p><p> <b>Sector/Industry:</b>Communication Services / Entertainment</p><p><blockquote><b>部门/行业:</b>通讯服务/娱乐</blockquote></p><p> Walt Disney owns the rights to some of the most globally recognized characters, from Mickey Mouse to Luke Skywalker. These characters and others are featured in several Disney theme parks around the world. Disney makes live-action and animated films under studios such as Pixar, Marvel, and Lucasfilm and also operates media networks including ESPN and several TV production studios. Disney recently reorganized into four segments with one new segment: direct-to-consumer and international. The new segment includes the two announced OTT offerings, ESPN+ and the Disney SVOD service. The plan also combines two segments, parks and resorts and consumer products, into one. The media networks group contains the U.S. cable channels and ABC. The studio segment holds the movie production assets.</p><p><blockquote>华特·迪士尼拥有一些最受全球认可的角色的版权,从米老鼠到卢克·天行者。这些角色和其他角色出现在世界各地的几个迪士尼主题公园里。迪士尼在皮克斯、漫威和卢卡斯影业等工作室旗下制作真人电影和动画电影,还经营包括ESPN和几家电视制作工作室在内的媒体网络。迪士尼最近重组为四个部门,其中一个新部门:直接面向消费者和国际部门。新的部分包括两个已宣布的OTT产品,ESPN+和迪士尼SVOD服务。该计划还将公园和度假村以及消费品这两个部门合二为一。媒体网络集团包括美国有线电视频道和美国广播公司。工作室部门持有电影制作资产。</blockquote></p><p> (Source: YCharts)</p><p><blockquote>(来源:YCharts)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10056a0f8a2d6e40a9cb69271646ca9c\" tg-width=\"640\" tg-height=\"289\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:期权收入顾问</span></p></blockquote></p><p> Disney currently has average rankings for Safety (5) and Value (6). We'll dig into those rankings below.</p><p><blockquote>迪士尼目前在安全性(5)和价值(6)方面的平均排名。我们将在下面深入研究这些排名。</blockquote></p><p> <i>Note that our rankings are from 1 (lowest) to 10 (highest).</i></p><p><blockquote><i>请注意,我们的排名是从1(最低)到10(最高)。</i></blockquote></p><p> <b>Safety</b></p><p><blockquote><b>安全</b></blockquote></p><p> It's no secret that the pandemic was rough on Disney as its theme park business (which represented over 30% of revenues) essentially shut down overnight. Not to mention the company's reliance on the box office (which also disappeared). Hence the average Safety ranking of 5.</p><p><blockquote>众所周知,疫情对迪士尼的打击很大,因为其主题公园业务(占收入的30%以上)基本上在一夜之间关闭。更不用说公司对票房的依赖(票房也消失了)。因此平均安全等级为5。</blockquote></p><p> That said, Disney has fought its way back to profitability and is expected to earn $4.25 per share in fiscal 2022. The company expects earnings to grow even further in 2023 and 2024 to $5.73 per share (35% growth) and $7.30 per share (27% growth), respectively as theme parks and theaters remove capacity restrictions. Also, management expects Disney+ subscribers to more than double by 2024 (from ~120 million currently to over 230 million).<i>Note that Disney's fiscal year end is September.</i></p><p><blockquote>尽管如此,迪士尼已经努力恢复盈利,预计2022财年每股收益为4.25美元。该公司预计,随着主题公园和影院取消容量限制,2023年和2024年的盈利将进一步增长,分别达到每股5.73美元(增长35%)和每股7.30美元(增长27%)。此外,管理层预计到2024年Disney+订阅用户将增加一倍以上(从目前的约1.2亿增加到超过2.3亿)。<i>请注意,迪士尼的财政年度结束是9月。</i></blockquote></p><p> Including Disney+, Hulu and ESPN+, Disney currently has ~170 million subscribers. Compared with Netflix's(NASDAQ:NFLX)current subscriber base of ~209 million...Disney's subscriber growth has been nothing short of incredible. In other words, Disney accomplished in 2 years what it took Netflix ~8 years to do!</p><p><blockquote>包括Disney+、Hulu和ESPN+在内,迪士尼目前拥有约1.7亿订阅者。与Netflix(纳斯达克股票代码:NFLX)目前约2.09亿用户群相比……迪士尼的用户增长令人难以置信。换句话说,迪士尼在两年内完成了网飞花了~8年才完成的事情!</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/536d4caaf3402c40894e85b28c61e3ba\" tg-width=\"640\" tg-height=\"245\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:期权收入顾问</span></p></blockquote></p><p> The company's balance sheet also is extremely strong with $16 billion of cash/short-term investments.</p><p><blockquote>该公司的资产负债表也非常强劲,拥有160亿美元的现金/短期投资。</blockquote></p><p> <b>Valuation/Upside Potential</b></p><p><blockquote><b>估值/上涨潜力</b></blockquote></p><p> Disney looks pretty attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (on a forward basis).</p><p><blockquote>从估值的角度来看,迪士尼看起来相当有吸引力,目前的交易价格比其所有长期估值指标(远期)都有相当大的折扣。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeab4377d3d8c4ff2e2fb780ff224146\" tg-width=\"572\" tg-height=\"240\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:期权收入顾问</span></p></blockquote></p><p> Specifically, Disney is currently trading at 25.6x forward 2023 earnings and 2.9x forward 2023 sales.</p><p><blockquote>具体来说,迪士尼目前的市盈率为2023年预期收益的25.6倍,2023年预期销售额的2.9倍。</blockquote></p><p></p><p> That said, earnings are expected to grow over 25% per year for the next few years...which would favor a little multiple expansion from here.</p><p><blockquote>也就是说,预计未来几年盈利每年将增长25%以上……这将有利于从这里开始进行一点倍数扩张。</blockquote></p><p> If you put a 25x-30x multiple on consensus forward earnings of 7.30 per share in 2024, that would equate to a $182.00 - $219.00 stock price (representing 23%-48% upside from current levels)!</p><p><blockquote>如果您将2024年每股7.30的共识预期收益乘以25-30倍,则相当于股价为182.00-219.00美元(较当前水平上涨23%-48%)!</blockquote></p><p> <b>Cash-Secured Put Analysis</b></p><p><blockquote><b>现金抵押认沽分析</b></blockquote></p><p> While we believe that Disney is a \"strong buy\" at current levels, if you are concerned about more downside volatility ahead, we also love the risk/reward profile of the cash-secured puts.</p><p><blockquote>虽然我们认为迪士尼在当前水平上是“强力买入”,但如果您担心未来会出现更多下行波动,我们也喜欢现金担保看跌期权的风险/回报状况。</blockquote></p><p> The three main data points we look at when analyzing a cash-secured put trade are:</p><p><blockquote>在分析现金担保看跌交易时,我们会考虑三个主要数据点:</blockquote></p><p> <ul> <li>Premium Yield% (or Average Monthly Yield%): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).<i>Assumes that the option is fully cash secured.</i></li> <li>Margin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.</li> <li>Delta: A good proxy for the probability that the put option will finish in-the-money.</li> </ul> The downside with a cash-secured put is that you are obligated to buy the stock at the strike price (which in most circumstances ends up being a good trade).</p><p><blockquote><ul><li>溢价收益率%(或平均月收益率%):假设期权到期时一文不值(价外)的预期资本回报率的衡量标准。<i>假设期权完全以现金抵押。</i></li><li>安全边际%:下行保护的衡量标准或标的股票可能下跌但仍能让您在期权交易中实现收支平衡的百分比。</li><li>Delta:很好地代表看跌期权以价内结束的概率。</li></ul>现金担保看跌期权的缺点是您有义务以执行价格购买股票(在大多数情况下,这最终是一笔不错的交易)。</blockquote></p><p> <i>Note that there is always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.</i></p><p><blockquote><i>请注意,保费收益率和安全边际之间总是负相关:给定执行月份的保费收益率越高,安全边际越低。</i></blockquote></p><p> <i>An investor should always be honest with themselves about their risk tolerance. The Triple Income Wheel can be adapted to suit your needs.</i></p><p><blockquote><i>投资者应该始终对自己的风险承受能力诚实。三重收入轮可以根据您的需求进行调整。</i></blockquote></p><p> Now let's look at the cash-secured put analysis for Disney. We're focused on the January monthly contract that expires on 1/21/22.</p><p><blockquote>现在让我们看看迪士尼的现金担保看跌期权分析。我们关注的是1月21日/22日到期的1月份月度合同。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93b72516013aa678d6304de63305b1c7\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:期权收入顾问</span></p></blockquote></p><p> As discussed in the video, we believe that the $140 level could hold as long-tern support here. So we really like the following cash-secured put:</p><p><blockquote>正如视频中所讨论的,我们认为140美元的水平可能会成为长期支撑。因此,我们非常喜欢以下现金担保看跌期权:</blockquote></p><p> <i><b>DIS Jan 21st $140.00 Put (53 days until expiration)</b></i></p><p><blockquote><i><b>DIS 1月21日140.00美元看跌期权(距离到期还有53天)</b></i></blockquote></p><p> <ul> <li>Option Premium: ~$3.10 premium</p><p><blockquote><ul><li>期权溢价:约3.10美元溢价</li></ul></blockquote></p><p></li> <li>Average Monthly Yield %: 1.3% (15.6% annualized)</p><p><blockquote><li>平均月收益率%:1.3%(年化15.6%)</li></blockquote></p><p></li> <li>Margin-of-Safety %: 5.3%</p><p><blockquote><li>安全裕度%:5.3%</li></blockquote></p><p></li> <li>Delta: 29</p><p><blockquote><li>德尔塔:29</li></blockquote></p><p></li> </ul> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Based on our long-term and short-term views on Disney, we believe the risk/reward profile with DIS stock is very attractive at current levels. That said, if you want some additional margin of safety, consider a cash-secured put strategy.</p><p><blockquote>根据我们对迪士尼的长期和短期看法,我们认为DIS股票的风险/回报状况在当前水平上非常有吸引力。也就是说,如果您想要一些额外的安全边际,请考虑现金担保看跌策略。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4472576-walt-disney-dis-top-stock-picks-2022\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://seekingalpha.com/article/4472576-walt-disney-dis-top-stock-picks-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100425330","content_text":"Summary\n\nA wave of negativity has hit Disney stock over the past few weeks post earnings.\nFears of the new Covid variant (Omicron) has put further pressure on the stock.\nThat said, we think its time to start looking at the Disney cup as \"half full\" instead of half empty.\nDisney is one of our top stock picks for 2022.\n\nDrew Angerer/Getty Images News\nIt's always amazing to me how sentiment can shift so quickly on a stock. One minute the glass is \"half full\" and the next minute its \"half empty\". However, this fickleness can provide great opportunities for investors willing to patiently wait for the tide shift again.\nThe Walt Disney Co.(NYSE:DIS)certainly falls into this category right now.\nAfter missing earnings expectations a few weeks ago and renewed Covid fears from the Omicron variant, investors seemed to have put Disney in the penalty box for now...with the shares sinking about 15% since Nov. 8th.\nData by YCharts\nThat said, we believe that Disney is the exact type of stock that you want to own going into 2022.\nThe company has \"re-opening\" exposure from its theme park business and stable recurring revenue (and cash flow) from its Disney+ (and Hulu and ESPN+) business...which we will believe will be a great combination over the next 6-12 months.\nThe Walt Disney Co.\nSector/Industry:Communication Services / Entertainment\nWalt Disney owns the rights to some of the most globally recognized characters, from Mickey Mouse to Luke Skywalker. These characters and others are featured in several Disney theme parks around the world. Disney makes live-action and animated films under studios such as Pixar, Marvel, and Lucasfilm and also operates media networks including ESPN and several TV production studios. Disney recently reorganized into four segments with one new segment: direct-to-consumer and international. The new segment includes the two announced OTT offerings, ESPN+ and the Disney SVOD service. The plan also combines two segments, parks and resorts and consumer products, into one. The media networks group contains the U.S. cable channels and ABC. The studio segment holds the movie production assets.\n(Source: YCharts)\nSource: Option Income Advisor\nDisney currently has average rankings for Safety (5) and Value (6). We'll dig into those rankings below.\nNote that our rankings are from 1 (lowest) to 10 (highest).\nSafety\nIt's no secret that the pandemic was rough on Disney as its theme park business (which represented over 30% of revenues) essentially shut down overnight. Not to mention the company's reliance on the box office (which also disappeared). Hence the average Safety ranking of 5.\nThat said, Disney has fought its way back to profitability and is expected to earn $4.25 per share in fiscal 2022. The company expects earnings to grow even further in 2023 and 2024 to $5.73 per share (35% growth) and $7.30 per share (27% growth), respectively as theme parks and theaters remove capacity restrictions. Also, management expects Disney+ subscribers to more than double by 2024 (from ~120 million currently to over 230 million).Note that Disney's fiscal year end is September.\nIncluding Disney+, Hulu and ESPN+, Disney currently has ~170 million subscribers. Compared with Netflix's(NASDAQ:NFLX)current subscriber base of ~209 million...Disney's subscriber growth has been nothing short of incredible. In other words, Disney accomplished in 2 years what it took Netflix ~8 years to do!\nSource: Option Income Advisor\nThe company's balance sheet also is extremely strong with $16 billion of cash/short-term investments.\nValuation/Upside Potential\nDisney looks pretty attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (on a forward basis).\nSource: Option Income Advisor\nSpecifically, Disney is currently trading at 25.6x forward 2023 earnings and 2.9x forward 2023 sales.\nThat said, earnings are expected to grow over 25% per year for the next few years...which would favor a little multiple expansion from here.\nIf you put a 25x-30x multiple on consensus forward earnings of 7.30 per share in 2024, that would equate to a $182.00 - $219.00 stock price (representing 23%-48% upside from current levels)!\nCash-Secured Put Analysis\nWhile we believe that Disney is a \"strong buy\" at current levels, if you are concerned about more downside volatility ahead, we also love the risk/reward profile of the cash-secured puts.\nThe three main data points we look at when analyzing a cash-secured put trade are:\n\nPremium Yield% (or Average Monthly Yield%): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).Assumes that the option is fully cash secured.\nMargin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.\nDelta: A good proxy for the probability that the put option will finish in-the-money.\n\nThe downside with a cash-secured put is that you are obligated to buy the stock at the strike price (which in most circumstances ends up being a good trade).\nNote that there is always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.\nAn investor should always be honest with themselves about their risk tolerance. The Triple Income Wheel can be adapted to suit your needs.\nNow let's look at the cash-secured put analysis for Disney. We're focused on the January monthly contract that expires on 1/21/22.\nSource: Option Income Advisor\nAs discussed in the video, we believe that the $140 level could hold as long-tern support here. So we really like the following cash-secured put:\nDIS Jan 21st $140.00 Put (53 days until expiration)\n\nOption Premium: ~$3.10 premium\nAverage Monthly Yield %: 1.3% (15.6% annualized)\nMargin-of-Safety %: 5.3%\nDelta: 29\n\nConclusion\nBased on our long-term and short-term views on Disney, we believe the risk/reward profile with DIS stock is very attractive at current levels. That said, if you want some additional margin of safety, consider a cash-secured put strategy.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609322281,"gmtCreate":1638241432829,"gmtModify":1638241432999,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"Most of the stocks can for long term investment ","listText":"Most of the stocks can for long term investment ","text":"Most of the stocks can for long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609322281","repostId":"1132344405","repostType":4,"repost":{"id":"1132344405","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":1638198726,"share":"https://www.laohu8.com/m/news/1132344405?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:12","market":"us","language":"en","title":"Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132344405","media":"Tiger Newspress","summary":"Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON Semiconductor,AMD,Qualcomm","content":"<p>Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON Semiconductor,AMD,Qualcomm,Xilinx and Micron rose between 2% and 7%.</p><p><blockquote>半导体股早盘上涨。格芯、英伟达、安森美半导体、AMD、高通、赛灵思和美光上涨2%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6cedf38fd5b7ce1db61ab84ea5d27f0c\" tg-width=\"410\" tg-height=\"712\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</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\">\nSemiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</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\">2021-11-29 23:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON Semiconductor,AMD,Qualcomm,Xilinx and Micron rose between 2% and 7%.</p><p><blockquote>半导体股早盘上涨。格芯、英伟达、安森美半导体、AMD、高通、赛灵思和美光上涨2%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6cedf38fd5b7ce1db61ab84ea5d27f0c\" tg-width=\"410\" tg-height=\"712\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","AVGO":"博通","MU":"美光科技","ASML":"阿斯麦","ON":"安森美半导体","NVDA":"英伟达","AMD":"美国超微公司","QCOM":"高通","GFS":"GLOBALFOUNDRIES Inc.","TXN":"德州仪器","TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132344405","content_text":"Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON Semiconductor,AMD,Qualcomm,Xilinx and Micron rose between 2% and 7%.","news_type":1,"symbols_score_info":{"MU":0.9,"ON":0.9,"INTC":0.9,"TSM":0.9,"ASML":0.9,"XLNX":0.9,"QCOM":0.9,"NVDA":0.9,"GFS":0.9,"TXN":0.9,"AVGO":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600232461,"gmtCreate":1638155350765,"gmtModify":1638155350949,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment ","listText":"For long term investment ","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600232461","repostId":"1100657085","repostType":4,"repost":{"id":"1100657085","kind":"news","pubTimestamp":1637971854,"share":"https://www.laohu8.com/m/news/1100657085?lang=zh_CN&edition=full","pubTime":"2021-11-27 08:10","market":"us","language":"en","title":"Why Tesla Stock Tumbled Today<blockquote>为什么特斯拉股价今天暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100657085","media":"Motley Fool","summary":"What happened\nGood news for Tesla(NASDAQ:TSLA)investors! Demand forelectric vehiclesin China is appa","content":"<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Good news for <b>Tesla</b>(NASDAQ:TSLA)investors! Demand forelectric vehiclesin China is apparently so strong that Tesla has decided to invest $188 million to expand production capacity at its Shanghai factory. It's so high that Tesla is putting 4,000 more people on the payroll at the site, as Reuters reported Friday morning.</p><p><blockquote>好消息<b>特斯拉</b>(纳斯达克:TSLA)投资者!中国对电动汽车的需求显然如此强劲,以至于特斯拉决定投资1.88亿美元扩大其上海工厂的产能。据路透社周五上午报道,这一数字如此之高,以至于特斯拉在该工厂增加了4,000名员工。</blockquote></p><p> So why was Tesla stock trading down by 2% as of 11:37 a.m. ET Friday?</p><p><blockquote>那么,为什么截至美国东部时间周五上午11:37,特斯拉股价下跌2%呢?</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> On the one hand, this sure sounds like upbeat news. Tesla initially wanted its Shanghai factory to produce 500,000 cars per year -- and it already has the capacity to manufacture 450,000 Model 3 sedans and Model Y crossovers annually. This decision speaks to CEO Elon Musk's confidence that even 500,000 vehicles a year soon won't be enough to meet the demand for Teslas in China and the European markets that its Chinese facility also supplies.</p><p><blockquote>一方面,这听起来确实是个乐观的消息。特斯拉最初希望其上海工厂每年生产50万辆汽车,而该工厂已经有能力每年生产45万辆Model 3轿车和Model Y跨界车。这一决定表明了首席执行官埃隆·马斯克(Elon Musk)的信心,即即使很快每年50万辆汽车也不足以满足特斯拉在中国和欧洲市场的需求,其中国工厂也供应特斯拉。</blockquote></p><p> And yet Europe may also be part of Tesla's problem. As Reuters also reported Friday, the automaker just withdrew its application for state support for the construction of a planned battery plant near Berlin, Germany. Tesla had previously asked the Federal Ministry of Economics and the Brandenburg Ministry of Economics for some $1.3 billion in subsidies for the plant. But citing his belief that \"all subsidies should be eliminated\" from the electric car industry, Musk says he's now willing to forego that state support -- and hopes that governments will also eliminate \"massive subsidies for oil and gas.\"</p><p><blockquote>然而,欧洲也可能是特斯拉问题的一部分。据路透社周五报道,该汽车制造商刚刚撤回了国家支持在德国柏林附近建设电池厂的申请。特斯拉此前曾向联邦经济部和勃兰登堡州经济部要求为该工厂提供约13亿美元的补贴。但马斯克表示,他认为电动汽车行业“应该取消所有补贴”,他现在愿意放弃国家支持,并希望各国政府也能取消“对石油和天然气的大规模补贴”。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Thus we're left with a sort of \"bad news, good news\" situation in Germany. On the one hand, Tesla is giving up $1.3 billion that would have essentially dropped straight to its bottom line as the German government picked up part of the tab for the automaker's capital expenditures.</p><p><blockquote>因此,我们在德国面临着一种“坏消息,好消息”的局面。一方面,特斯拉放弃了13亿美元,由于德国政府承担了该汽车制造商资本支出的部分费用,这笔钱基本上会直接降至其利润。</blockquote></p><p> On the other hand, though, Tesla is making it clear that doesn't really need these subsidies anymore. Over the past 12 months, it has generated free cash flow of $2.6 billion, and GAAP(generally accepted accounting principles) profits of $3.5 billion. By forgoing this subsidy, Tesla gains a bit of moral authority as it urges governments to not subsidize rivals such as <b>Rivian</b>,<b>Lucid</b>, and other EV companies that have not yet reached profitability (and to halt subsidies tooil companies, too).</p><p><blockquote>但另一方面,特斯拉明确表示不再真正需要这些补贴。过去12个月,它产生了26亿美元的自由现金流和35亿美元的GAAP(公认会计原则)利润。通过放弃这种补贴,特斯拉获得了一点道德权威,因为它敦促各国政府不要补贴竞争对手,例如<b>Rivian</b>,<b>清醒的</b>以及其他尚未实现盈利的电动汽车公司(并停止对石油公司的补贴)。</blockquote></p><p> For the moment, investors seem to be focusing on the negative aspects of the news. Longer term, though, I suspect that Tesla's decision to give up this subsidy will prove a clever move that will only make the companya stronger competitor.</p><p><blockquote>目前,投资者似乎将注意力集中在该消息的负面方面。但从长远来看,我怀疑特斯拉放弃这项补贴的决定将被证明是一个明智之举,只会使该公司成为更强大的竞争对手。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Tesla Stock Tumbled Today<blockquote>为什么特斯拉股价今天暴跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla Stock Tumbled Today<blockquote>为什么特斯拉股价今天暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-27 08:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Good news for <b>Tesla</b>(NASDAQ:TSLA)investors! Demand forelectric vehiclesin China is apparently so strong that Tesla has decided to invest $188 million to expand production capacity at its Shanghai factory. It's so high that Tesla is putting 4,000 more people on the payroll at the site, as Reuters reported Friday morning.</p><p><blockquote>好消息<b>特斯拉</b>(纳斯达克:TSLA)投资者!中国对电动汽车的需求显然如此强劲,以至于特斯拉决定投资1.88亿美元扩大其上海工厂的产能。据路透社周五上午报道,这一数字如此之高,以至于特斯拉在该工厂增加了4,000名员工。</blockquote></p><p> So why was Tesla stock trading down by 2% as of 11:37 a.m. ET Friday?</p><p><blockquote>那么,为什么截至美国东部时间周五上午11:37,特斯拉股价下跌2%呢?</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> On the one hand, this sure sounds like upbeat news. Tesla initially wanted its Shanghai factory to produce 500,000 cars per year -- and it already has the capacity to manufacture 450,000 Model 3 sedans and Model Y crossovers annually. This decision speaks to CEO Elon Musk's confidence that even 500,000 vehicles a year soon won't be enough to meet the demand for Teslas in China and the European markets that its Chinese facility also supplies.</p><p><blockquote>一方面,这听起来确实是个乐观的消息。特斯拉最初希望其上海工厂每年生产50万辆汽车,而该工厂已经有能力每年生产45万辆Model 3轿车和Model Y跨界车。这一决定表明了首席执行官埃隆·马斯克(Elon Musk)的信心,即即使很快每年50万辆汽车也不足以满足特斯拉在中国和欧洲市场的需求,其中国工厂也供应特斯拉。</blockquote></p><p> And yet Europe may also be part of Tesla's problem. As Reuters also reported Friday, the automaker just withdrew its application for state support for the construction of a planned battery plant near Berlin, Germany. Tesla had previously asked the Federal Ministry of Economics and the Brandenburg Ministry of Economics for some $1.3 billion in subsidies for the plant. But citing his belief that \"all subsidies should be eliminated\" from the electric car industry, Musk says he's now willing to forego that state support -- and hopes that governments will also eliminate \"massive subsidies for oil and gas.\"</p><p><blockquote>然而,欧洲也可能是特斯拉问题的一部分。据路透社周五报道,该汽车制造商刚刚撤回了国家支持在德国柏林附近建设电池厂的申请。特斯拉此前曾向联邦经济部和勃兰登堡州经济部要求为该工厂提供约13亿美元的补贴。但马斯克表示,他认为电动汽车行业“应该取消所有补贴”,他现在愿意放弃国家支持,并希望各国政府也能取消“对石油和天然气的大规模补贴”。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Thus we're left with a sort of \"bad news, good news\" situation in Germany. On the one hand, Tesla is giving up $1.3 billion that would have essentially dropped straight to its bottom line as the German government picked up part of the tab for the automaker's capital expenditures.</p><p><blockquote>因此,我们在德国面临着一种“坏消息,好消息”的局面。一方面,特斯拉放弃了13亿美元,由于德国政府承担了该汽车制造商资本支出的部分费用,这笔钱基本上会直接降至其利润。</blockquote></p><p> On the other hand, though, Tesla is making it clear that doesn't really need these subsidies anymore. Over the past 12 months, it has generated free cash flow of $2.6 billion, and GAAP(generally accepted accounting principles) profits of $3.5 billion. By forgoing this subsidy, Tesla gains a bit of moral authority as it urges governments to not subsidize rivals such as <b>Rivian</b>,<b>Lucid</b>, and other EV companies that have not yet reached profitability (and to halt subsidies tooil companies, too).</p><p><blockquote>但另一方面,特斯拉明确表示不再真正需要这些补贴。过去12个月,它产生了26亿美元的自由现金流和35亿美元的GAAP(公认会计原则)利润。通过放弃这种补贴,特斯拉获得了一点道德权威,因为它敦促各国政府不要补贴竞争对手,例如<b>Rivian</b>,<b>清醒的</b>以及其他尚未实现盈利的电动汽车公司(并停止对石油公司的补贴)。</blockquote></p><p> For the moment, investors seem to be focusing on the negative aspects of the news. Longer term, though, I suspect that Tesla's decision to give up this subsidy will prove a clever move that will only make the companya stronger competitor.</p><p><blockquote>目前,投资者似乎将注意力集中在该消息的负面方面。但从长远来看,我怀疑特斯拉放弃这项补贴的决定将被证明是一个明智之举,只会使该公司成为更强大的竞争对手。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/11/26/why-tesla-stock-tumbled-today/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/11/26/why-tesla-stock-tumbled-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100657085","content_text":"What happened\nGood news for Tesla(NASDAQ:TSLA)investors! Demand forelectric vehiclesin China is apparently so strong that Tesla has decided to invest $188 million to expand production capacity at its Shanghai factory. It's so high that Tesla is putting 4,000 more people on the payroll at the site, as Reuters reported Friday morning.\nSo why was Tesla stock trading down by 2% as of 11:37 a.m. ET Friday?\nSo what\nOn the one hand, this sure sounds like upbeat news. Tesla initially wanted its Shanghai factory to produce 500,000 cars per year -- and it already has the capacity to manufacture 450,000 Model 3 sedans and Model Y crossovers annually. This decision speaks to CEO Elon Musk's confidence that even 500,000 vehicles a year soon won't be enough to meet the demand for Teslas in China and the European markets that its Chinese facility also supplies.\nAnd yet Europe may also be part of Tesla's problem. As Reuters also reported Friday, the automaker just withdrew its application for state support for the construction of a planned battery plant near Berlin, Germany. Tesla had previously asked the Federal Ministry of Economics and the Brandenburg Ministry of Economics for some $1.3 billion in subsidies for the plant. But citing his belief that \"all subsidies should be eliminated\" from the electric car industry, Musk says he's now willing to forego that state support -- and hopes that governments will also eliminate \"massive subsidies for oil and gas.\"\nNow what\nThus we're left with a sort of \"bad news, good news\" situation in Germany. On the one hand, Tesla is giving up $1.3 billion that would have essentially dropped straight to its bottom line as the German government picked up part of the tab for the automaker's capital expenditures.\nOn the other hand, though, Tesla is making it clear that doesn't really need these subsidies anymore. Over the past 12 months, it has generated free cash flow of $2.6 billion, and GAAP(generally accepted accounting principles) profits of $3.5 billion. By forgoing this subsidy, Tesla gains a bit of moral authority as it urges governments to not subsidize rivals such as Rivian,Lucid, and other EV companies that have not yet reached profitability (and to halt subsidies tooil companies, too).\nFor the moment, investors seem to be focusing on the negative aspects of the news. Longer term, though, I suspect that Tesla's decision to give up this subsidy will prove a clever move that will only make the companya stronger competitor.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874889043,"gmtCreate":1637756931352,"gmtModify":1637756931480,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment ","listText":"For long term investment ","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874889043","repostId":"1186881303","repostType":4,"repost":{"id":"1186881303","kind":"news","pubTimestamp":1637754802,"share":"https://www.laohu8.com/m/news/1186881303?lang=zh_CN&edition=full","pubTime":"2021-11-24 19:53","market":"us","language":"en","title":"Xpeng Aims To Sell Nearly As Many Electric Vehicles Overseas As In China<blockquote>小鹏汽车的目标是在海外销售几乎与在中国一样多的电动汽车</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186881303","media":"Benzinga","summary":"Chinese electric vehicle maker Xpeng Inc aims to sell half of its electric vehicle outside China, CN","content":"<p><div> Chinese electric vehicle maker Xpeng Inc aims to sell half of its electric vehicle outside China, CNBC reported, citing the company’s president and chairman Brian Gu. What Happened:Xpeng already sells...</p><p><blockquote><div>据CNBC援引中国电动汽车制造商小鹏汽车总裁兼董事长顾布莱恩的话说,该公司计划将一半的电动汽车销往中国境外。发生了什么:小鹏已经卖了……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/11/24268896/xpeng-aims-to-sell-nearly-as-many-electric-vehicles-overseas-as-in-china\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24268896/xpeng-aims-to-sell-nearly-as-many-electric-vehicles-overseas-as-in-china\">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>Xpeng Aims To Sell Nearly As Many Electric Vehicles Overseas As In China<blockquote>小鹏汽车的目标是在海外销售几乎与在中国一样多的电动汽车</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\">\nXpeng Aims To Sell Nearly As Many Electric Vehicles Overseas As In China<blockquote>小鹏汽车的目标是在海外销售几乎与在中国一样多的电动汽车</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-11-24 19:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Chinese electric vehicle maker Xpeng Inc aims to sell half of its electric vehicle outside China, CNBC reported, citing the company’s president and chairman Brian Gu. What Happened:Xpeng already sells...</p><p><blockquote><div>据CNBC援引中国电动汽车制造商小鹏汽车总裁兼董事长顾布莱恩的话说,该公司计划将一半的电动汽车销往中国境外。发生了什么:小鹏已经卖了……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/11/24268896/xpeng-aims-to-sell-nearly-as-many-electric-vehicles-overseas-as-in-china\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24268896/xpeng-aims-to-sell-nearly-as-many-electric-vehicles-overseas-as-in-china\">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/news/21/11/24268896/xpeng-aims-to-sell-nearly-as-many-electric-vehicles-overseas-as-in-china\">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":{"XPEV":"小鹏汽车"},"source_url":"https://www.benzinga.com/news/21/11/24268896/xpeng-aims-to-sell-nearly-as-many-electric-vehicles-overseas-as-in-china","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186881303","content_text":"Chinese electric vehicle maker Xpeng Inc aims to sell half of its electric vehicle outside China, CNBC reported, citing the company’s president and chairman Brian Gu.\nWhat Happened:Xpeng already sells electric vehicles in Norway and plans to ramp up investment overseas next year including foraying into Sweden, Denmark and the Netherlands in 2022.\nThe Guangzhou, China-based Xpeng did not provide a timeline or provide more details.\nXpeng had in August announced it would double the production capacity from 100,000 to 200,000 electric cars annually.\nWhy It Matters: Xpeng revealed an electric SUV G9— its fourth electric vehicle — equipped with its in-house Xpilot semi-autonomous driving system and the lidar technology last week. The automaker plans to sell G9 in both China and overseas.\nThe G9 is expected to compete with Nio Inc’s ES6 an Tesla Inc’s Model Y.Nio, Xpeng and BYD Co are among Chinese electric vehicle makers that are eyeing overseas expansion after successfully establishing their brands on home turf.\nPrice Action: Xpeng shares closed 8.25% higher at $51.30 a share on Wednesday after it reported third-quarter numbers.","news_type":1,"symbols_score_info":{"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872703714,"gmtCreate":1637569378384,"gmtModify":1637569378505,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment ","listText":"For long term investment ","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872703714","repostId":"2185826521","repostType":4,"isVote":1,"tweetType":1,"viewCount":992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872979550,"gmtCreate":1637408684780,"gmtModify":1637408684928,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment ","listText":"For long term investment ","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872979550","repostId":"1157658975","repostType":4,"repost":{"id":"1157658975","kind":"news","pubTimestamp":1637375476,"share":"https://www.laohu8.com/m/news/1157658975?lang=zh_CN&edition=full","pubTime":"2021-11-20 10:31","market":"us","language":"en","title":"Why Nvidia Stock Climbed Today<blockquote>为什么英伟达股价今天上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157658975","media":"Motley Fool","summary":"What happened\nShares of Nvidia climbed 4% on Friday, as optimism for the chipmaker's data center op","content":"<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Shares of <a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b> </a> climbed 4% on Friday, as optimism for the chipmaker's data center opportunity and Omniverse initiatives continued to build among investors.</p><p><blockquote>本公司之股份<a href=\"https://laohu8.com/S/NVDA\"><b>英伟达</b> </a>周五上涨4%,投资者对这家芯片制造商的数据中心机会和Omniverse计划的乐观情绪继续增强。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/beb4a62ed4521ce1dabe40545ffa8818\" tg-width=\"888\" tg-height=\"635\" width=\"100%\" height=\"auto\">So what</p><p><blockquote>那又怎样</blockquote></p><p> Following thesemiconductorleader's blockbusterearningsresults earlier this week, multiple investment firms issued bullish commentary on its stock.</p><p><blockquote>继本周早些时候这家半导体领导者发布重磅盈利业绩后,多家投资公司对其股票发表了看涨评论。</blockquote></p><p> For one, <b>Raymond James</b> analyst Chris Caso repeated his strong buy rating on Nvidia. He now sees its share price rising to $365, up from his prior estimate of $225. Caso said Nvidia's supply constraints are easing as demand for its data center offerings is rising, creating a favorable environment for continued growth.</p><p><blockquote>首先,<b>雷蒙德·詹姆斯</b>分析师克里斯·卡索(Chris Caso)重申了对英伟达的强烈买入评级。他现在预计其股价将从之前估计的225美元升至365美元。Caso表示,随着对其数据中心产品的需求上升,英伟达的供应限制正在缓解,为持续增长创造了有利的环境。</blockquote></p><p> For another, <b>Jefferies</b> analyst Mark Lipacis boosted his share price forecast from $260 to $370 after Nvidia's revenue and earnings exceeded his projections. He now sees the chipmaker's earnings per share increasing to $16.40 by 2025, up from his previous estimate of $12.50. Looking further ahead, Lipacis pegs Nvidia's market opportunity for its new Omniverse virtual reality platform at a whopping $80 billion.</p><p><blockquote>另一方面,<b>杰弗里斯</b>在英伟达的营收和盈利超出他的预测后,分析师Mark Lipacis将其股价预期从260美元上调至370美元。他现在预计,到2025年,这家芯片制造商的每股收益将增至16.40美元,高于之前预期的12.50美元。展望未来,Lipacis认为Nvidia新Omniverse虚拟现实平台的市场机会高达800亿美元。</blockquote></p><p> For a third, Needham analyst Rajvindra Gill lifted his price target all the way to $400 from $245. Gill highlighted the booming growth in Nvidia's data center business and intriguing prospects in the global gaming market.</p><p><blockquote>Needham分析师Rajvindra Gill将三分之一的目标价从245美元一路上调至400美元。吉尔强调了英伟达数据中心业务的蓬勃增长以及全球游戏市场的诱人前景。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Nvidia gives investors many ways to win. Its data center and gaming chips are best-in-class. And as these massive markets grow even larger in the coming decade, so too should Nvidia's sales and profits.</p><p><blockquote>英伟达为投资者提供了多种获胜方式。其数据中心和游戏芯片是同类产品中最好的。随着这些巨大的市场在未来十年变得更大,英伟达的销售额和利润也应该如此。</blockquote></p><p> The company's new AI-powered Omniverse platform is another exciting growth driver. Nvidia's technology is designed to help users create virtual simulations and robotic applications for a wide array of tasks. CEO Jensen Huang said during Nvidia's recent earnings call that it plans to charge users an annual licensing fee of $1,000. And with demand for this futuristic tech likely to be strong, Nvidia's Omniverse tools could help to power its growth in the years ahead.</p><p><blockquote>该公司新的人工智能Omniverse平台是另一个令人兴奋的增长动力。Nvidia的技术旨在帮助用户为各种任务创建虚拟模拟和机器人应用程序。首席执行官黄仁勋在英伟达最近的财报看涨期权上表示,计划向用户收取每年1000美元的许可费。由于对这种未来技术的需求可能很强劲,Nvidia的Omniverse工具可能有助于推动其未来几年的增长。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Nvidia Stock Climbed Today<blockquote>为什么英伟达股价今天上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Nvidia Stock Climbed Today<blockquote>为什么英伟达股价今天上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-20 10:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Shares of <a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b> </a> climbed 4% on Friday, as optimism for the chipmaker's data center opportunity and Omniverse initiatives continued to build among investors.</p><p><blockquote>本公司之股份<a href=\"https://laohu8.com/S/NVDA\"><b>英伟达</b> </a>周五上涨4%,投资者对这家芯片制造商的数据中心机会和Omniverse计划的乐观情绪继续增强。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/beb4a62ed4521ce1dabe40545ffa8818\" tg-width=\"888\" tg-height=\"635\" width=\"100%\" height=\"auto\">So what</p><p><blockquote>那又怎样</blockquote></p><p> Following thesemiconductorleader's blockbusterearningsresults earlier this week, multiple investment firms issued bullish commentary on its stock.</p><p><blockquote>继本周早些时候这家半导体领导者发布重磅盈利业绩后,多家投资公司对其股票发表了看涨评论。</blockquote></p><p> For one, <b>Raymond James</b> analyst Chris Caso repeated his strong buy rating on Nvidia. He now sees its share price rising to $365, up from his prior estimate of $225. Caso said Nvidia's supply constraints are easing as demand for its data center offerings is rising, creating a favorable environment for continued growth.</p><p><blockquote>首先,<b>雷蒙德·詹姆斯</b>分析师克里斯·卡索(Chris Caso)重申了对英伟达的强烈买入评级。他现在预计其股价将从之前估计的225美元升至365美元。Caso表示,随着对其数据中心产品的需求上升,英伟达的供应限制正在缓解,为持续增长创造了有利的环境。</blockquote></p><p> For another, <b>Jefferies</b> analyst Mark Lipacis boosted his share price forecast from $260 to $370 after Nvidia's revenue and earnings exceeded his projections. He now sees the chipmaker's earnings per share increasing to $16.40 by 2025, up from his previous estimate of $12.50. Looking further ahead, Lipacis pegs Nvidia's market opportunity for its new Omniverse virtual reality platform at a whopping $80 billion.</p><p><blockquote>另一方面,<b>杰弗里斯</b>在英伟达的营收和盈利超出他的预测后,分析师Mark Lipacis将其股价预期从260美元上调至370美元。他现在预计,到2025年,这家芯片制造商的每股收益将增至16.40美元,高于之前预期的12.50美元。展望未来,Lipacis认为Nvidia新Omniverse虚拟现实平台的市场机会高达800亿美元。</blockquote></p><p> For a third, Needham analyst Rajvindra Gill lifted his price target all the way to $400 from $245. Gill highlighted the booming growth in Nvidia's data center business and intriguing prospects in the global gaming market.</p><p><blockquote>Needham分析师Rajvindra Gill将三分之一的目标价从245美元一路上调至400美元。吉尔强调了英伟达数据中心业务的蓬勃增长以及全球游戏市场的诱人前景。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Nvidia gives investors many ways to win. Its data center and gaming chips are best-in-class. And as these massive markets grow even larger in the coming decade, so too should Nvidia's sales and profits.</p><p><blockquote>英伟达为投资者提供了多种获胜方式。其数据中心和游戏芯片是同类产品中最好的。随着这些巨大的市场在未来十年变得更大,英伟达的销售额和利润也应该如此。</blockquote></p><p> The company's new AI-powered Omniverse platform is another exciting growth driver. Nvidia's technology is designed to help users create virtual simulations and robotic applications for a wide array of tasks. CEO Jensen Huang said during Nvidia's recent earnings call that it plans to charge users an annual licensing fee of $1,000. And with demand for this futuristic tech likely to be strong, Nvidia's Omniverse tools could help to power its growth in the years ahead.</p><p><blockquote>该公司新的人工智能Omniverse平台是另一个令人兴奋的增长动力。Nvidia的技术旨在帮助用户为各种任务创建虚拟模拟和机器人应用程序。首席执行官黄仁勋在英伟达最近的财报看涨期权上表示,计划向用户收取每年1000美元的许可费。由于对这种未来技术的需求可能很强劲,Nvidia的Omniverse工具可能有助于推动其未来几年的增长。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/11/19/why-nvidia-stock-climbed-today/\">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":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/11/19/why-nvidia-stock-climbed-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157658975","content_text":"What happened\nShares of Nvidia climbed 4% on Friday, as optimism for the chipmaker's data center opportunity and Omniverse initiatives continued to build among investors.\nSo what\nFollowing thesemiconductorleader's blockbusterearningsresults earlier this week, multiple investment firms issued bullish commentary on its stock.\nFor one, Raymond James analyst Chris Caso repeated his strong buy rating on Nvidia. He now sees its share price rising to $365, up from his prior estimate of $225. Caso said Nvidia's supply constraints are easing as demand for its data center offerings is rising, creating a favorable environment for continued growth.\nFor another, Jefferies analyst Mark Lipacis boosted his share price forecast from $260 to $370 after Nvidia's revenue and earnings exceeded his projections. He now sees the chipmaker's earnings per share increasing to $16.40 by 2025, up from his previous estimate of $12.50. Looking further ahead, Lipacis pegs Nvidia's market opportunity for its new Omniverse virtual reality platform at a whopping $80 billion.\nFor a third, Needham analyst Rajvindra Gill lifted his price target all the way to $400 from $245. Gill highlighted the booming growth in Nvidia's data center business and intriguing prospects in the global gaming market.\nNow what\nNvidia gives investors many ways to win. Its data center and gaming chips are best-in-class. And as these massive markets grow even larger in the coming decade, so too should Nvidia's sales and profits.\nThe company's new AI-powered Omniverse platform is another exciting growth driver. Nvidia's technology is designed to help users create virtual simulations and robotic applications for a wide array of tasks. CEO Jensen Huang said during Nvidia's recent earnings call that it plans to charge users an annual licensing fee of $1,000. And with demand for this futuristic tech likely to be strong, Nvidia's Omniverse tools could help to power its growth in the years ahead.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876958342,"gmtCreate":1637251160099,"gmtModify":1637251160256,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment ","listText":"For long term investment ","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876958342","repostId":"1171650346","repostType":4,"repost":{"id":"1171650346","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":1637247556,"share":"https://www.laohu8.com/m/news/1171650346?lang=zh_CN&edition=full","pubTime":"2021-11-18 22:59","market":"us","language":"en","title":"Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171650346","media":"Tiger Newspress","summary":"Semiconductor stocks climbed in morning trading.Nvidia,AMD,GlobalFoundries,TSMC,ASML,Micron Technolo","content":"<p>Semiconductor stocks climbed in morning trading.Nvidia,AMD,GlobalFoundries,TSMC,ASML,Micron Technology and Qualcomm rose between 2% and 11%.</p><p><blockquote>半导体股早盘上涨。英伟达、AMD、格芯、台积电、ASML、美光科技和高通涨幅在2%至11%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/299bd7bc3695657a76434e3d339f30ad\" tg-width=\"409\" tg-height=\"425\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Nvidia reported record sales and beat on earnings again;</p><p><blockquote>英伟达公布创纪录的销售额和盈利再次超出预期;</blockquote></p><p> Ford explores buying chips directly from GlobalFoundries to offset shortage;</p><p><blockquote>福特探索直接从格芯购买芯片以弥补短缺;</blockquote></p><p> ASML sees around $2.27 bln in sales in China in 2021, 2022 - CFO.</p><p><blockquote>ASML首席财务官预计2021年和2022年在中国的销售额约为22.7亿美元。</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>Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</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\">\nSemiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</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\">2021-11-18 22:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Semiconductor stocks climbed in morning trading.Nvidia,AMD,GlobalFoundries,TSMC,ASML,Micron Technology and Qualcomm rose between 2% and 11%.</p><p><blockquote>半导体股早盘上涨。英伟达、AMD、格芯、台积电、ASML、美光科技和高通涨幅在2%至11%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/299bd7bc3695657a76434e3d339f30ad\" tg-width=\"409\" tg-height=\"425\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Nvidia reported record sales and beat on earnings again;</p><p><blockquote>英伟达公布创纪录的销售额和盈利再次超出预期;</blockquote></p><p> Ford explores buying chips directly from GlobalFoundries to offset shortage;</p><p><blockquote>福特探索直接从格芯购买芯片以弥补短缺;</blockquote></p><p> ASML sees around $2.27 bln in sales in China in 2021, 2022 - CFO.</p><p><blockquote>ASML首席财务官预计2021年和2022年在中国的销售额约为22.7亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","TSM":"台积电","NVDA":"英伟达","MU":"美光科技","QCOM":"高通","GFS":"GLOBALFOUNDRIES Inc.","ASML":"阿斯麦"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171650346","content_text":"Semiconductor stocks climbed in morning trading.Nvidia,AMD,GlobalFoundries,TSMC,ASML,Micron Technology and Qualcomm rose between 2% and 11%.\n\nNvidia reported record sales and beat on earnings again;\nFord explores buying chips directly from GlobalFoundries to offset shortage;\nASML sees around $2.27 bln in sales in China in 2021, 2022 - CFO.","news_type":1,"symbols_score_info":{"TSM":0.9,"ASML":0.9,"NVDA":0.9,"AMD":0.9,"GFS":0.9,"MU":0.9,"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871715636,"gmtCreate":1637112204125,"gmtModify":1637112204607,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"Good news if approved ","listText":"Good news if approved ","text":"Good news if approved","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871715636","repostId":"1185627949","repostType":4,"isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871147748,"gmtCreate":1637042627453,"gmtModify":1637042627561,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment ","listText":"For long term investment ","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871147748","repostId":"1116429379","repostType":4,"repost":{"id":"1116429379","kind":"news","pubTimestamp":1637033648,"share":"https://www.laohu8.com/m/news/1116429379?lang=zh_CN&edition=full","pubTime":"2021-11-16 11:34","market":"us","language":"en","title":"Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%<blockquote>出售苹果公司?为什么这位专家认为苹果股价下跌12%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116429379","media":"Thestreet","summary":"As Apple stock(AAPL) continues to hover around $150 apiece, one of the few skeptics on Wall Street h","content":"<p>As Apple stock(<b>AAPL</b>) continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth only $132, suggesting that shares have 12% of downside risk from here.</p><p><blockquote>作为苹果股票(<b>AAPL</b>)继续徘徊在150美元左右,华尔街为数不多的怀疑论者之一刚刚发布了他的最新报告。在其中,他强化了AAPL的价值应该仅为132美元的观点,表明其股价从现在开始有12%的下行风险。</blockquote></p><p> Today, the Apple Maven revisits Bernstein’s Toni Sacconaghi’s mildly bearish case.</p><p><blockquote>今天,这位苹果专家重温了Bernstein的托尼·萨科纳吉(Toni Sacconaghi)温和悲观的观点。</blockquote></p><p> The not-so-bullish case</p><p><blockquote>不那么乐观的情况</blockquote></p><p> Mr. Sacconaghi has been cautious of AAPL since he downgraded the stock to neutral, in February 2018. The timing of his move did not prove to be the best, as Apple shares have climbed a whopping 285% in less than four years against the S&P 500’s 85% gains. However, the analyst has also helped AAPL investors think of the devil’s advocate argument.</p><p><blockquote>自2018年2月将AAPL股票评级下调至中性以来,萨科纳吉先生一直对该股持谨慎态度。事实证明,他此举的时机并不是最好的,因为苹果股价在不到四年的时间里上涨了285%,而标普500的涨幅为85%。然而,这位分析师也帮助苹果公司投资者思考了魔鬼代言人的论点。</blockquote></p><p> In August, I reviewed Bernstein’s thesis in more detail. For the short term, the bank’s research team was concerned that Apple stock had climbed too fast in the first half of the year, ahead of a set of earnings seasons in which Apple would face tough comps.</p><p><blockquote>8月,我更详细地回顾了伯恩斯坦的论文。短期而言,该银行的研究团队担心苹果股价在今年上半年上涨过快,而苹果将在一系列财报季中面临严峻的竞争。</blockquote></p><p> Also, Toni has mentioned valuations as a key risk. While he believes that AAPL should be valued at a higher multiple than the S&P 500, the analyst questions how much is too much. Bernstein’s target P/E of 25 times is one to two turns lower than where the multiple is today.</p><p><blockquote>此外,托尼提到估值是一个关键风险。虽然他认为苹果公司的估值应该高于标普500,但分析师质疑多少才算过高。伯恩斯坦的目标市盈率为25倍,比目前的市盈率低一到两倍。</blockquote></p><p> Add App Store to the list</p><p><blockquote>将App Store添加到列表</blockquote></p><p> Now, the analyst has added one item to the list of worries: the App Store. Sacconaghi pointed out that a recent court loss will likely mean that payments will be allowed to be made outside the App Store platform in the US, starting as early as next month.</p><p><blockquote>现在,这位分析师在担忧清单上增加了一项:应用商店。萨科纳吉指出,最近的法庭败诉可能意味着最早从下个月开始,美国将允许在App Store平台之外进行支付。</blockquote></p><p> Bernstein’s expert has done the math. He estimates that nearly one-third of App Store revenues come from the United States. If the App Store accounts for 6% and 15% of total company sales and op profits, respectively, the payment issue could impact 2% of Apple’s revenues and 5% of op profits per year.</p><p><blockquote>伯恩斯坦的专家已经计算过了。他估计,App Store近三分之一的收入来自美国。如果App Store分别占公司总销售额和op利润的6%和15%,那么支付问题可能会影响苹果每年2%的收入和5%的op利润。</blockquote></p><p> Apple Maven’s take</p><p><blockquote>苹果·梅文的看法</blockquote></p><p> Regarding Toni’s earlier concerns, I believe that the risks have decreased substantially since AAPL peaked, in early September. Since then, investors have had time to fully embrace the more challenging late 2021-to-early 2022 period of tough comps and supply chain constraints.As I mentioned not long ago, valuations have de-risked to more reasonable levels.</p><p><blockquote>关于托尼之前的担忧,我认为自AAPL于9月初见顶以来,风险已大幅降低。从那时起,投资者有时间充分迎接2021年底至2022年初更具挑战性的艰难竞争和供应链限制时期。正如我不久前提到的,估值已经降低到更合理的水平。</blockquote></p><p> Regarding the App Store, I have slowly shifted from more to less concerned about the financial impact. Morgan Stanley’s Katy Huberty has argued that App Store policy changes could shave a maximum of 1% or 2% of Apple’s EPS, which is not much at all.</p><p><blockquote>关于App Store,我已经慢慢地从更关心财务影响转向不太关心。Morgan Stanley的Katy Huberty认为,应用商店政策的变化最多可能会使苹果的每股收益减少1%或2%,这并不多。</blockquote></p><p> Even Sacconaghi’s estimates of the financial risk only represents the worst-case scenario. In reality, much less than 2% of Apple’s revenues and 5% of op profits will likely end up being cut as a result of the App Store’s payment changes, as many users will continue to choose Apple as their payment platform of choice.</p><p><blockquote>即使是萨科纳吉对金融风险的估计也只代表了最坏的情况。事实上,由于App Store的支付变化,苹果收入的2%和运营利润的5%可能最终会被削减,因为许多用户将继续选择苹果作为他们的首选支付平台。</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>Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%<blockquote>出售苹果公司?为什么这位专家认为苹果股价下跌12%</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\">\nSell AAPL? Why This Expert Sees Apple Stock Dipping 12%<blockquote>出售苹果公司?为什么这位专家认为苹果股价下跌12%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-11-16 11:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As Apple stock(<b>AAPL</b>) continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth only $132, suggesting that shares have 12% of downside risk from here.</p><p><blockquote>作为苹果股票(<b>AAPL</b>)继续徘徊在150美元左右,华尔街为数不多的怀疑论者之一刚刚发布了他的最新报告。在其中,他强化了AAPL的价值应该仅为132美元的观点,表明其股价从现在开始有12%的下行风险。</blockquote></p><p> Today, the Apple Maven revisits Bernstein’s Toni Sacconaghi’s mildly bearish case.</p><p><blockquote>今天,这位苹果专家重温了Bernstein的托尼·萨科纳吉(Toni Sacconaghi)温和悲观的观点。</blockquote></p><p> The not-so-bullish case</p><p><blockquote>不那么乐观的情况</blockquote></p><p> Mr. Sacconaghi has been cautious of AAPL since he downgraded the stock to neutral, in February 2018. The timing of his move did not prove to be the best, as Apple shares have climbed a whopping 285% in less than four years against the S&P 500’s 85% gains. However, the analyst has also helped AAPL investors think of the devil’s advocate argument.</p><p><blockquote>自2018年2月将AAPL股票评级下调至中性以来,萨科纳吉先生一直对该股持谨慎态度。事实证明,他此举的时机并不是最好的,因为苹果股价在不到四年的时间里上涨了285%,而标普500的涨幅为85%。然而,这位分析师也帮助苹果公司投资者思考了魔鬼代言人的论点。</blockquote></p><p> In August, I reviewed Bernstein’s thesis in more detail. For the short term, the bank’s research team was concerned that Apple stock had climbed too fast in the first half of the year, ahead of a set of earnings seasons in which Apple would face tough comps.</p><p><blockquote>8月,我更详细地回顾了伯恩斯坦的论文。短期而言,该银行的研究团队担心苹果股价在今年上半年上涨过快,而苹果将在一系列财报季中面临严峻的竞争。</blockquote></p><p> Also, Toni has mentioned valuations as a key risk. While he believes that AAPL should be valued at a higher multiple than the S&P 500, the analyst questions how much is too much. Bernstein’s target P/E of 25 times is one to two turns lower than where the multiple is today.</p><p><blockquote>此外,托尼提到估值是一个关键风险。虽然他认为苹果公司的估值应该高于标普500,但分析师质疑多少才算过高。伯恩斯坦的目标市盈率为25倍,比目前的市盈率低一到两倍。</blockquote></p><p> Add App Store to the list</p><p><blockquote>将App Store添加到列表</blockquote></p><p> Now, the analyst has added one item to the list of worries: the App Store. Sacconaghi pointed out that a recent court loss will likely mean that payments will be allowed to be made outside the App Store platform in the US, starting as early as next month.</p><p><blockquote>现在,这位分析师在担忧清单上增加了一项:应用商店。萨科纳吉指出,最近的法庭败诉可能意味着最早从下个月开始,美国将允许在App Store平台之外进行支付。</blockquote></p><p> Bernstein’s expert has done the math. He estimates that nearly one-third of App Store revenues come from the United States. If the App Store accounts for 6% and 15% of total company sales and op profits, respectively, the payment issue could impact 2% of Apple’s revenues and 5% of op profits per year.</p><p><blockquote>伯恩斯坦的专家已经计算过了。他估计,App Store近三分之一的收入来自美国。如果App Store分别占公司总销售额和op利润的6%和15%,那么支付问题可能会影响苹果每年2%的收入和5%的op利润。</blockquote></p><p> Apple Maven’s take</p><p><blockquote>苹果·梅文的看法</blockquote></p><p> Regarding Toni’s earlier concerns, I believe that the risks have decreased substantially since AAPL peaked, in early September. Since then, investors have had time to fully embrace the more challenging late 2021-to-early 2022 period of tough comps and supply chain constraints.As I mentioned not long ago, valuations have de-risked to more reasonable levels.</p><p><blockquote>关于托尼之前的担忧,我认为自AAPL于9月初见顶以来,风险已大幅降低。从那时起,投资者有时间充分迎接2021年底至2022年初更具挑战性的艰难竞争和供应链限制时期。正如我不久前提到的,估值已经降低到更合理的水平。</blockquote></p><p> Regarding the App Store, I have slowly shifted from more to less concerned about the financial impact. Morgan Stanley’s Katy Huberty has argued that App Store policy changes could shave a maximum of 1% or 2% of Apple’s EPS, which is not much at all.</p><p><blockquote>关于App Store,我已经慢慢地从更关心财务影响转向不太关心。Morgan Stanley的Katy Huberty认为,应用商店政策的变化最多可能会使苹果的每股收益减少1%或2%,这并不多。</blockquote></p><p> Even Sacconaghi’s estimates of the financial risk only represents the worst-case scenario. In reality, much less than 2% of Apple’s revenues and 5% of op profits will likely end up being cut as a result of the App Store’s payment changes, as many users will continue to choose Apple as their payment platform of choice.</p><p><blockquote>即使是萨科纳吉对金融风险的估计也只代表了最坏的情况。事实上,由于App Store的支付变化,苹果收入的2%和运营利润的5%可能最终会被削减,因为许多用户将继续选择苹果作为他们的首选支付平台。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/apple/stock/sell-aapl-why-this-expert-sees-apple-stock-dipping-12\">Thestreet</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/sell-aapl-why-this-expert-sees-apple-stock-dipping-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116429379","content_text":"As Apple stock(AAPL) continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth only $132, suggesting that shares have 12% of downside risk from here.\nToday, the Apple Maven revisits Bernstein’s Toni Sacconaghi’s mildly bearish case.\nThe not-so-bullish case\nMr. Sacconaghi has been cautious of AAPL since he downgraded the stock to neutral, in February 2018. The timing of his move did not prove to be the best, as Apple shares have climbed a whopping 285% in less than four years against the S&P 500’s 85% gains. However, the analyst has also helped AAPL investors think of the devil’s advocate argument.\nIn August, I reviewed Bernstein’s thesis in more detail. For the short term, the bank’s research team was concerned that Apple stock had climbed too fast in the first half of the year, ahead of a set of earnings seasons in which Apple would face tough comps.\nAlso, Toni has mentioned valuations as a key risk. While he believes that AAPL should be valued at a higher multiple than the S&P 500, the analyst questions how much is too much. Bernstein’s target P/E of 25 times is one to two turns lower than where the multiple is today.\nAdd App Store to the list\nNow, the analyst has added one item to the list of worries: the App Store. Sacconaghi pointed out that a recent court loss will likely mean that payments will be allowed to be made outside the App Store platform in the US, starting as early as next month.\nBernstein’s expert has done the math. He estimates that nearly one-third of App Store revenues come from the United States. If the App Store accounts for 6% and 15% of total company sales and op profits, respectively, the payment issue could impact 2% of Apple’s revenues and 5% of op profits per year.\nApple Maven’s take\nRegarding Toni’s earlier concerns, I believe that the risks have decreased substantially since AAPL peaked, in early September. Since then, investors have had time to fully embrace the more challenging late 2021-to-early 2022 period of tough comps and supply chain constraints.As I mentioned not long ago, valuations have de-risked to more reasonable levels.\nRegarding the App Store, I have slowly shifted from more to less concerned about the financial impact. Morgan Stanley’s Katy Huberty has argued that App Store policy changes could shave a maximum of 1% or 2% of Apple’s EPS, which is not much at all.\nEven Sacconaghi’s estimates of the financial risk only represents the worst-case scenario. In reality, much less than 2% of Apple’s revenues and 5% of op profits will likely end up being cut as a result of the App Store’s payment changes, as many users will continue to choose Apple as their payment platform of choice.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":356436299,"gmtCreate":1616805327311,"gmtModify":1634523930438,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"More travellers to use Airbnb soon","listText":"More travellers to use Airbnb soon","text":"More travellers to use Airbnb soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/356436299","repostId":"2122772444","repostType":4,"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174784824,"gmtCreate":1627140228068,"gmtModify":1633767685990,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"Nio for long term investment ","listText":"Nio for long term investment ","text":"Nio for long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/174784824","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗?这两只电动汽车股票之间需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li> <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li> <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何,蔚来的独特卖点,以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择,相对于特斯拉的估值,它似乎并不太昂贵。</li><li>然而,蔚来并不是一只低风险股票,它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司(蔚来)是中国领先的电动汽车制造商之一,通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而,如今,该公司仍然比目前引领全球电动汽车市场的特斯拉(TSLA)小得多。蔚来目前专注于国内市场,当特斯拉还是一家较小的公司时也是如此,但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长,但如果蔚来能够复制特斯拉的成功,这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年,两家公司都受益于人们对电动汽车日益增长的兴趣,这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合,让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%,而特斯拉同期上涨了101%。然而,两家公司目前的交易价格均低于2021年初创下的历史高点,随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价,我们发现特斯拉的交易价格几乎完全符合共识,而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的,那么蔚来是一项更好的投资,因为预计特斯拉的股价明年不会大幅上涨,而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗?</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处,但也有不同之处。因此,人们可以说,在某些方面,两者是相似的,但在另一些方面,它们不是。让我们看几件事:</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域,尽管特斯拉多年来也在发展其他一些业务,例如储能。特斯拉的大部分收入来自销售电动汽车,这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场,销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆,特斯拉是著名的S、X、3和Y,而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司,但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施,就特斯拉而言,这就是Supercharger网络,特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法,为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池,这一过程需要几分钟,因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此,BaaS在充电/交换所需时间方面具有优势,但应该指出的是,与蔚来的电池交换站相比,特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出,但与包括特斯拉在内的所有其他电动汽车厂商相比,蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察,但随着电动汽车领域的竞争加剧,这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大,无论是在收入和汽车销量方面,还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车,同比增长112%,年增长率约为90,000辆。与此同时,特斯拉在第二季度交付了201,000辆汽车,高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长,尽管略低于100%,因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比,特斯拉每季度交付的汽车数量约为9倍,当我们查看两家公司的市值时,我们发现这一比例几乎完全相同,因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下,这是完全有道理的,但目前看来蔚来可能是更好的交易,因为它的估值相当,同时产生更好的增长。在未来几个季度尤其如此,预计特斯拉的增长将放缓:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元,年增长率为30%。与此同时,蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元,年增长率为54%。因此,相对而言,预计未来两年蔚来的增长速度将远远快于特斯拉。老实说,这并不奇怪,因为大数定律表明,对于一家规模越大的公司来说,保持大幅增长率就变得越来越困难,而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错,事实上,许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比,特斯拉未来几年的增长将不那么令人兴奋,而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时,情况也是如此。蔚来2025年的收入预期为226亿美元,比2023年的预期再增长80%,比分析师对2021年的预测增长320%。与此同时,特斯拉预计2025年的收入将达到1,225亿美元,这是一个很大的数字,但比2023年增长了48%,比2021年总共增长了150%。因此,在2021年至2025年间,蔚来的收入将增加4倍,而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下,这是一个有意义的差异,应该允许蔚来获得溢价估值,就像特斯拉一样。与大众汽车(OTCPK:VWAGY)等传统企业相比,它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期,我们发现蔚来的市盈率为2025年销售额的3.2倍,而特斯拉2025年的销售额倍数为5.2倍。因此,对于长期投资者来说,蔚来今天似乎更有价值,因为当我们展望未来时,它的销售倍数要低得多。然而,这并不一定意味着蔚来很便宜,因为与传统汽车公司的估值相比,即使2025年3.2倍的销售倍数也相对较高。然而,蔚来看起来比特斯拉便宜,尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗?</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今,蔚来的规模明显小于特斯拉,因此其市值也相应地小得多。还应该指出的是,不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少,它的股票今天有可能被严重高估,我个人也相信这一点(请注意,有些人会认为股票定价过低,这也是一种可能性,尽管我个人并不持有这种信念)。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的,并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时,那么蔚来最终也可能达到这一目标,尽管不是在短期内。蔚来今年将销售约9万辆汽车,2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%,那么到2030年(即9年后),它可能会售出约80万辆汽车。如果想要更快的增长,也可以在2030年之前跨越每年80万辆汽车的界限,例如2028年或2029年。如果我们现在确实选择2030年,那么按照与特斯拉类似的交付量与市值比率,蔚来到2030年的估值可能会超过6000亿美元。换句话说,如果我们假设当前的增长预测是现实的,并且类似特斯拉的估值是合适的,那么九年后蔚来的价值可能会与特斯拉(今天)一样高。当然,这是两个主要的如果,尤其是第二点,我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶,因此蔚来的市值在2030年可能远低于6000亿美元的水平,即使它继续大幅增长。蔚来的增长也有可能令人失望,目前的预测过于乐观,尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌,处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是,特斯拉2030年的市值可能与6000亿美元有很大不同,因此即使蔚来达到这一水平,也不能保证两家公司的市值会相似。到那时,特斯拉的估值可能会高得多,例如如果方舟模型是正确的(我个人认为不太可能)。为了回答上述问题,人们可以说,蔚来可能在8-10年内像特斯拉一样价值数千亿美元,但这根本不能保证。即使这种情况发生,到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗?</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时,它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反,投资者应该问自己,未来几年他们可以预期的总回报是多少,以及相对于蔚来商业模式的风险,这些预期回报是否足够高。关于这些风险,应该提到的事实是,该公司尚未盈利,这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是,电动汽车领域的竞争正在加剧,市场份额之争可能会在未来几年给利润率带来压力,尽管蔚来似乎由于其电池交换而处于相对有利的地位,我认为这是一个强大的USP。最后但并非最不重要的是,该公司对中国本土市场的依赖是一个应该牢记的潜在风险,尽管还应该指出的是,目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说,相对于传统汽车公司的估值,整个电动汽车行业的估值过高。与纯电动汽车相比,即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业,其交易也有巨大的折扣。但如果你想投资纯电动汽车,蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率,并且与电动汽车之王特斯拉的估值相比,股票交易价格有折扣。与其他纯电动汽车公司相比,蔚来2025年收入略高于3倍,似乎并不算太贵,当然,与传统公司相比,这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型,从长远来看,其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资,蔚来股票也可能有相当大的下跌空间,然而,这并不是一个低风险的选择。根据您的风险承受能力,如果您想要高增长的纯电动汽车,蔚来仍然可能具有价值。</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗?这两只电动汽车股票之间需要考虑什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗?这两只电动汽车股票之间需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-24 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>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li> <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li> <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何,蔚来的独特卖点,以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择,相对于特斯拉的估值,它似乎并不太昂贵。</li><li>然而,蔚来并不是一只低风险股票,它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司(蔚来)是中国领先的电动汽车制造商之一,通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而,如今,该公司仍然比目前引领全球电动汽车市场的特斯拉(TSLA)小得多。蔚来目前专注于国内市场,当特斯拉还是一家较小的公司时也是如此,但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长,但如果蔚来能够复制特斯拉的成功,这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年,两家公司都受益于人们对电动汽车日益增长的兴趣,这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合,让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%,而特斯拉同期上涨了101%。然而,两家公司目前的交易价格均低于2021年初创下的历史高点,随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价,我们发现特斯拉的交易价格几乎完全符合共识,而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的,那么蔚来是一项更好的投资,因为预计特斯拉的股价明年不会大幅上涨,而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗?</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处,但也有不同之处。因此,人们可以说,在某些方面,两者是相似的,但在另一些方面,它们不是。让我们看几件事:</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域,尽管特斯拉多年来也在发展其他一些业务,例如储能。特斯拉的大部分收入来自销售电动汽车,这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场,销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆,特斯拉是著名的S、X、3和Y,而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司,但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施,就特斯拉而言,这就是Supercharger网络,特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法,为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池,这一过程需要几分钟,因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此,BaaS在充电/交换所需时间方面具有优势,但应该指出的是,与蔚来的电池交换站相比,特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出,但与包括特斯拉在内的所有其他电动汽车厂商相比,蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察,但随着电动汽车领域的竞争加剧,这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大,无论是在收入和汽车销量方面,还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车,同比增长112%,年增长率约为90,000辆。与此同时,特斯拉在第二季度交付了201,000辆汽车,高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长,尽管略低于100%,因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比,特斯拉每季度交付的汽车数量约为9倍,当我们查看两家公司的市值时,我们发现这一比例几乎完全相同,因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下,这是完全有道理的,但目前看来蔚来可能是更好的交易,因为它的估值相当,同时产生更好的增长。在未来几个季度尤其如此,预计特斯拉的增长将放缓:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元,年增长率为30%。与此同时,蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元,年增长率为54%。因此,相对而言,预计未来两年蔚来的增长速度将远远快于特斯拉。老实说,这并不奇怪,因为大数定律表明,对于一家规模越大的公司来说,保持大幅增长率就变得越来越困难,而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错,事实上,许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比,特斯拉未来几年的增长将不那么令人兴奋,而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时,情况也是如此。蔚来2025年的收入预期为226亿美元,比2023年的预期再增长80%,比分析师对2021年的预测增长320%。与此同时,特斯拉预计2025年的收入将达到1,225亿美元,这是一个很大的数字,但比2023年增长了48%,比2021年总共增长了150%。因此,在2021年至2025年间,蔚来的收入将增加4倍,而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下,这是一个有意义的差异,应该允许蔚来获得溢价估值,就像特斯拉一样。与大众汽车(OTCPK:VWAGY)等传统企业相比,它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期,我们发现蔚来的市盈率为2025年销售额的3.2倍,而特斯拉2025年的销售额倍数为5.2倍。因此,对于长期投资者来说,蔚来今天似乎更有价值,因为当我们展望未来时,它的销售倍数要低得多。然而,这并不一定意味着蔚来很便宜,因为与传统汽车公司的估值相比,即使2025年3.2倍的销售倍数也相对较高。然而,蔚来看起来比特斯拉便宜,尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗?</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今,蔚来的规模明显小于特斯拉,因此其市值也相应地小得多。还应该指出的是,不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少,它的股票今天有可能被严重高估,我个人也相信这一点(请注意,有些人会认为股票定价过低,这也是一种可能性,尽管我个人并不持有这种信念)。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的,并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时,那么蔚来最终也可能达到这一目标,尽管不是在短期内。蔚来今年将销售约9万辆汽车,2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%,那么到2030年(即9年后),它可能会售出约80万辆汽车。如果想要更快的增长,也可以在2030年之前跨越每年80万辆汽车的界限,例如2028年或2029年。如果我们现在确实选择2030年,那么按照与特斯拉类似的交付量与市值比率,蔚来到2030年的估值可能会超过6000亿美元。换句话说,如果我们假设当前的增长预测是现实的,并且类似特斯拉的估值是合适的,那么九年后蔚来的价值可能会与特斯拉(今天)一样高。当然,这是两个主要的如果,尤其是第二点,我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶,因此蔚来的市值在2030年可能远低于6000亿美元的水平,即使它继续大幅增长。蔚来的增长也有可能令人失望,目前的预测过于乐观,尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌,处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是,特斯拉2030年的市值可能与6000亿美元有很大不同,因此即使蔚来达到这一水平,也不能保证两家公司的市值会相似。到那时,特斯拉的估值可能会高得多,例如如果方舟模型是正确的(我个人认为不太可能)。为了回答上述问题,人们可以说,蔚来可能在8-10年内像特斯拉一样价值数千亿美元,但这根本不能保证。即使这种情况发生,到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗?</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时,它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反,投资者应该问自己,未来几年他们可以预期的总回报是多少,以及相对于蔚来商业模式的风险,这些预期回报是否足够高。关于这些风险,应该提到的事实是,该公司尚未盈利,这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是,电动汽车领域的竞争正在加剧,市场份额之争可能会在未来几年给利润率带来压力,尽管蔚来似乎由于其电池交换而处于相对有利的地位,我认为这是一个强大的USP。最后但并非最不重要的是,该公司对中国本土市场的依赖是一个应该牢记的潜在风险,尽管还应该指出的是,目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说,相对于传统汽车公司的估值,整个电动汽车行业的估值过高。与纯电动汽车相比,即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业,其交易也有巨大的折扣。但如果你想投资纯电动汽车,蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率,并且与电动汽车之王特斯拉的估值相比,股票交易价格有折扣。与其他纯电动汽车公司相比,蔚来2025年收入略高于3倍,似乎并不算太贵,当然,与传统公司相比,这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型,从长远来看,其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资,蔚来股票也可能有相当大的下跌空间,然而,这并不是一个低风险的选择。根据您的风险承受能力,如果您想要高增长的纯电动汽车,蔚来仍然可能具有价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">seekingalpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"NIO":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355795890,"gmtCreate":1617102882110,"gmtModify":1634522654754,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"I believe that the new CEO will help to make the company better","listText":"I believe that the new CEO will help to make the company better","text":"I believe that the new CEO will help to make the company better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/355795890","repostId":"2123992712","repostType":2,"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375528500,"gmtCreate":1619365168300,"gmtModify":1634273997382,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"Value company for long term investment ","listText":"Value company for long term investment ","text":"Value company for long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/375528500","repostId":"2129680033","repostType":4,"repost":{"id":"2129680033","kind":"highlight","pubTimestamp":1619338263,"share":"https://www.laohu8.com/m/news/2129680033?lang=zh_CN&edition=full","pubTime":"2021-04-25 16:11","market":"us","language":"en","title":"Apple’s business is roaring, and investors are about to find out how much of that cash is coming their way<blockquote>苹果的业务正在蓬勃发展,投资者即将发现其中有多少现金流向了他们</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2129680033","media":"MarketWatch","summary":"Apple earnings preview: After 'more modest' dividend increases in the past two years, Apple could ge","content":"<p>Apple earnings preview: After 'more modest' dividend increases in the past two years, Apple could get back to double-digit dividend growth when it details investor-return plans for the year</p><p><blockquote>苹果盈利预览:在过去两年股息“更加温和”增加后,苹果在详细说明今年投资者回报计划时可能会恢复两位数的股息增长</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c3de8d4d6e2f179b5f904720051de74\" tg-width=\"1260\" tg-height=\"840\"><span>Apple's iPad and Mac momentum may have \"accelerated\" in the latest quarter, analyst argues. AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师认为,苹果iPad和Mac的势头可能在最近一个季度“加速”。法新社/盖蒂图片社</span></p></blockquote></p><p> After posting record sales and profits in its latest fiscal year, Apple Inc. is expected to show how much of its financial success will get delivered back to shareholders this year.</p><p><blockquote>在最近一个财年创下创纪录的销售额和利润后,苹果公司预计将展示其今年的财务成功将在多大程度上回报给股东。</blockquote></p><p> Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is expected to increase its dividend and authorize further stock buybacks when it announces fiscal second-quarter earnings Wednesday, part of the company's continued focus on returning money to shareholders as it aims to reduce its sizable cash pile. The company typically makes updates to its capital-return program alongside its March-quarter report, and the coming announcement could be a driver of Apple's post-earnings stock momentum.</p><p><blockquote>苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>预计该公司将在周三公布第二财季收益时增加股息并授权进一步回购股票,这是该公司继续关注向股东返还资金的一部分,因为该公司旨在减少其庞大的现金储备。该公司通常会在三月份季度报告的同时更新其资本回报计划,即将发布的公告可能会推动苹果财报发布后的股票势头。</blockquote></p><p> \"We think Apple's capital return update could be the most incremental consideration coming out of Apple's upcoming F2Q21 results,\" Wells Fargo analyst Aaron Rakers wrote.</p><p><blockquote>富国银行分析师Aaron Rakers写道:“我们认为苹果的资本回报更新可能是苹果即将发布的2021年第二季度业绩中最具增量的考虑因素。”</blockquote></p><p> Though Apple shares have nearly doubled in the past year, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>'s Katy Huberty anticipates that the company will remain aggressive with its buybacks. She predicts that the company could add $60 billion to its buyback authorization this quarter, compared with the $50 billion increase that Apple approved a year ago .</p><p><blockquote>尽管苹果的股价在过去一年里几乎翻了一番,<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>凯蒂·休伯蒂(Katy Huberty)预计该公司将继续积极回购。她预测,该公司本季度可能会增加600亿美元的回购授权,而苹果一年前批准的回购授权为500亿美元。</blockquote></p><p> Apple's pace of repurchases is unlikely to \"materially slow\" in the next 12 to 18 months, Huberty argued, as she projected that the company could buy back $18 billion worth of its stock each quarter until the end of fiscal 2022. That would reduce the number of shares outstanding by about 3% and leave Apple with a net-cash position of about $75 billion.</p><p><blockquote>休伯蒂认为,苹果的回购步伐在未来12至18个月内不太可能“大幅放缓”,因为她预计该公司每个季度可能回购价值180亿美元的股票,直到2022财年末。这将使已发行股票数量减少约3%,并使苹果的净现金头寸约为750亿美元。</blockquote></p><p> She also projects a 10% increase in Apple's dividend, which would bring the annual payout to 90 cents a share.</p><p><blockquote>她还预计苹果的股息将增加10%,这将使年度派息达到每股90美分。</blockquote></p><p> Apple's dividend announcement could be a bigger driver of stock performance than the buyback plans, Wells Fargo's Rakers suggested. He thinks Apple could raise its dividend by at least 10%, an increase that would mark the highest annual hike since Apple's 16% bump in 2018 and stand in comparison to the \"more modest\" increases of 5.5% and 6.5% that Apple delivered in 2019 and 2020, respectively.</p><p><blockquote>富国银行的Rakers表示,苹果的股息公告可能比回购计划更能推动股票表现。他认为苹果可能会将股息提高至少10%,这一增幅将标志着自苹果2018年增长16%以来的最高年度增幅,与苹果实现的5.5%和6.5%的“更温和”增幅相比。分别于2019年和2020年。</blockquote></p><p> \"Our positive view on Apple's continued ability to generate strong [free-cash flow] supports our view that the company could return its annual dividend growth trajectory into the double-digit [percent] range,\" he wrote.</p><p><blockquote>他写道:“我们对苹果持续产生强劲[自由现金流]的能力的积极看法支持了我们的观点,即该公司可以将其年度股息增长轨迹恢复到两位数[百分比]范围。”</blockquote></p><p> Rakers is expecting a roughly $50 billion increase to the buyback program, flat with a year ago.</p><p><blockquote>Rakers预计回购计划将增加约500亿美元,与一年前持平。</blockquote></p><p> The company has set out to become net-cash-neutral, opting against blockbuster acquisitions and in favor of capital returns as it tries to winnow down its sizable net-cash balance, which stood at more than $80 billion as of Apple's last report. But Apple is also generating strong free-cash flow, with Huberty predicting a 30% increase this fiscal year and suggesting that it will take time before Apple achieves its target.</p><p><blockquote>该公司已着手实现净现金中性,选择不进行重磅收购,转而支持资本回报,试图筛选其可观的净现金余额,截至苹果上次报告,净现金余额已超过800亿美元。但苹果也产生了强劲的自由现金流,Huberty预测本财年将增长30%,并暗示苹果实现其目标还需要时间。</blockquote></p><p> \"Apple is firing on all cylinders today and even as the company spends nearly $100 billion per year on shareholder returns, we believe the path to a net-cash-neutral position requires multiple more years of sustained strong shareholder returns,\" Huberty wrote.</p><p><blockquote>休伯蒂写道:“苹果今天正在全力以赴,尽管该公司每年在股东回报上花费近1000亿美元,但我们认为,实现净现金中性的道路需要多年持续强劲的股东回报。”</blockquote></p><p> Apple repurchased an average of 2.5 million shares a day in the last nine months of 2020, Rakers noted, accounting for about 1.6% of the stock's daily trading volume.</p><p><blockquote>Rakers指出,苹果在2020年最后9个月平均每天回购250万股,约占该股日交易量的1.6%。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> Earnings: Analysts tracked by FactSet expect that Apple earned 98 cents a share in the latest quarter, up from 64 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average estimate calls for $1.02 a share.</p><p><blockquote>盈利:FactSet追踪的分析师预计,苹果最近一个季度的每股收益为98美分,高于去年同期的64美分。根据众包对冲基金、学者和其他机构预测的Estimize的数据,评级的平均估值为每股1.02美元。</blockquote></p><p> Revenue: The FactSet consensus models revenue of $76.7 billion, while the average estimate on Estimize is for $78.3 billion. Apple posted $58.3 billion in revenue during the prior March quarter, as COVID-19 shutdowns affected China and began to cause store closures in other parts of the world.</p><p><blockquote>收入:FactSet共识模型的收入为767亿美元,而Estimize的平均估计为783亿美元。由于COVID-19的停工影响了中国,并开始导致世界其他地区的商店关闭,苹果在3月份的上一季度实现了583亿美元的收入。</blockquote></p><p> Stock movement: Apple shares have fallen following three of the past five earnings reports. Shares have gained 91% over the past 12 months as the Dow Jones Industrial Average , of which Apple is a component, has risen 44%.</p><p><blockquote>股票走势:在过去五份收益报告中的三份发布后,苹果股价均下跌。过去12个月,该股上涨了91%,苹果公司所属的道琼斯工业平均指数上涨了44%。</blockquote></p><p> Of the 42 analysts tracked by FactSet who cover Apple's stock, 30 have buy ratings, nine have hold ratings, and three have sell ratings, with an average price target of $151.12.</p><p><blockquote>FactSet追踪的42名研究苹果股票的分析师中,30名给予买入评级,9名给予持有评级,3名给予卖出评级,平均目标价为151.12美元。</blockquote></p><p> <b>What else to watch for</b></p><p><blockquote><b>还有什么值得注意的</b></blockquote></p><p></p><p> Apple has seen strong momentum in recent quarters amid a surge in demand for Macs and iPads during the pandemic and a successful iPhone 12 launch. Evercore ISI analyst Amit Daryanani predicts that the company continued to see good traction in the March quarter and could deliver results ahead of expectations.</p><p><blockquote>由于疫情期间对Mac和iPad的需求激增以及iPhone 12的成功推出,苹果最近几个季度出现了强劲的势头。Evercore ISI分析师Amit Daryanani预测,该公司在3月份季度继续保持良好势头,可能会超出预期。</blockquote></p><p> The company could be more insulated than others from the continuing chip shortage given \"its status as <a href=\"https://laohu8.com/S/AONE\">one</a> of the largest electronics purchasers in the world,\" Daryanani argued, noting that while manufacturing partner Foxconn mentioned some supply issues, that company said that the component shortage would affect a small fraction of customer orders.</p><p><blockquote>鉴于“其地位”,该公司可能比其他公司更能免受持续芯片短缺的影响<a href=\"https://laohu8.com/S/AONE\">一</a>达里亚纳尼指出,虽然制造合作伙伴富士康提到了一些供应问题,但该公司表示,零部件短缺将影响一小部分客户订单。</blockquote></p><p> Daryanani is upbeat about Apple's iPhone momentum in China and encouraged by Foxconn's indication that March-quarter performance would be better than what's typically seen for this period. That's consistent with Apple's own projections, he noted. He rates the stock at outperform with a $175 price target.</p><p><blockquote>Daryanani对苹果iPhone在中国的发展势头持乐观态度,并对富士康表示3月份季度的业绩将好于这一时期的通常情况感到鼓舞。他指出,这与苹果自己的预测一致。他将该股评级为跑赢大盘,目标价为175美元。</blockquote></p><p> Wells Fargo's Rakers pointed to \"ongoing positive demand drivers\" but said he was \"reluctant to make a meaningful upside (iPhone-driven) call\" ahead of the release. His iPhone revenue estimate for the quarter is for $38.8 billion, while the FactSet consensus calls for $41.0 billion.</p><p><blockquote>富国银行的Rakers指出了“持续的积极需求驱动因素”,但表示他“不愿意在发布前做出有意义的上行(iPhone驱动的)看涨期权”。他预计本季度iPhone收入为388亿美元,而FactSet一致认为评级为410亿美元。</blockquote></p><p> Outside of the iPhone, Rakers expects that the company continues to see strong demand for iPads and Macs buoyed by at-home dynamics. He'll also be looking for broader commentary on supply issues.</p><p><blockquote>除了iPhone之外,Rakers预计,在家庭动态的推动下,该公司将继续看到对iPad和Mac的强劲需求。他还将寻求有关供应问题的更广泛评论。</blockquote></p><p> \"With continued reports of overall semiconductor supply-chain tightness, presumably impacting Apple's Mac and iPad lead times, along with increasing DRAM prices, investors will be focused on Apple's thoughts on overall demand fulfillment and gross margin expectations,\" he wrote, while reiterating an overweight rating on the stock and a $160 target price.</p><p><blockquote>他写道:“随着不断有报道称整体半导体供应链紧张,可能会影响苹果Mac和iPad的交货时间,以及DRAM价格上涨,投资者将关注苹果对整体需求满足和毛利率预期的想法。”跑赢大盘对该股的评级和160美元的目标价。</blockquote></p><p> Morgan Stanley's Huberty has \"high confidence\" that Apple will beat March-quarter expectations and she's also expecting an upbeat outlook.</p><p><blockquote>摩根士丹利的休伯蒂对苹果将超出三月份季度的预期“充满信心”,她也预计前景乐观。</blockquote></p><p> \"We believe that much of the consumer and education-market strength that propelled the Mac and iPad to 21% year-over-year and 41% year-over-year growth the December quarter sustained, and even accelerated into the March quarter,\" she wrote, highlighting upbeat third-party Mac data from IDC.</p><p><blockquote>“我们相信,推动Mac和iPad在12月季度同比增长21%和41%的消费者和教育市场实力在很大程度上得以持续,甚至在3月季度加速增长,”她写道,强调了IDC乐观的第三方Mac数据。</blockquote></p><p> Huberty forecasts $8.2 billion in Mac revenue and $6.8 billion in iPad revenue for the quarter, significantly above the FactSet consensus, which calls for $6.7 billion and $5.6 billion, respectively. She has an overweight rating and $158 price target on Apple shares.</p><p><blockquote>Huberty预测本季度Mac收入为82亿美元,iPad收入为68亿美元,远高于FactSet的共识,评级分别为67亿美元和56亿美元。她对苹果股票给予跑赢大盘评级和158美元的目标价。</blockquote></p><p> Apple recently introduced new iPads and iMacs that could allow it to continue capitalizing on at-home trends, though these won't factor into the March-quarter numbers.</p><p><blockquote>苹果最近推出了新款iPad和iMac,这可能使其能够继续利用家用趋势,尽管这些不会计入3月份季度的数据中。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s business is roaring, and investors are about to find out how much of that cash is coming their way<blockquote>苹果的业务正在蓬勃发展,投资者即将发现其中有多少现金流向了他们</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\">\nApple’s business is roaring, and investors are about to find out how much of that cash is coming their way<blockquote>苹果的业务正在蓬勃发展,投资者即将发现其中有多少现金流向了他们</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-25 16:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple earnings preview: After 'more modest' dividend increases in the past two years, Apple could get back to double-digit dividend growth when it details investor-return plans for the year</p><p><blockquote>苹果盈利预览:在过去两年股息“更加温和”增加后,苹果在详细说明今年投资者回报计划时可能会恢复两位数的股息增长</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c3de8d4d6e2f179b5f904720051de74\" tg-width=\"1260\" tg-height=\"840\"><span>Apple's iPad and Mac momentum may have \"accelerated\" in the latest quarter, analyst argues. AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师认为,苹果iPad和Mac的势头可能在最近一个季度“加速”。法新社/盖蒂图片社</span></p></blockquote></p><p> After posting record sales and profits in its latest fiscal year, Apple Inc. is expected to show how much of its financial success will get delivered back to shareholders this year.</p><p><blockquote>在最近一个财年创下创纪录的销售额和利润后,苹果公司预计将展示其今年的财务成功将在多大程度上回报给股东。</blockquote></p><p> Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is expected to increase its dividend and authorize further stock buybacks when it announces fiscal second-quarter earnings Wednesday, part of the company's continued focus on returning money to shareholders as it aims to reduce its sizable cash pile. The company typically makes updates to its capital-return program alongside its March-quarter report, and the coming announcement could be a driver of Apple's post-earnings stock momentum.</p><p><blockquote>苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>预计该公司将在周三公布第二财季收益时增加股息并授权进一步回购股票,这是该公司继续关注向股东返还资金的一部分,因为该公司旨在减少其庞大的现金储备。该公司通常会在三月份季度报告的同时更新其资本回报计划,即将发布的公告可能会推动苹果财报发布后的股票势头。</blockquote></p><p> \"We think Apple's capital return update could be the most incremental consideration coming out of Apple's upcoming F2Q21 results,\" Wells Fargo analyst Aaron Rakers wrote.</p><p><blockquote>富国银行分析师Aaron Rakers写道:“我们认为苹果的资本回报更新可能是苹果即将发布的2021年第二季度业绩中最具增量的考虑因素。”</blockquote></p><p> Though Apple shares have nearly doubled in the past year, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>'s Katy Huberty anticipates that the company will remain aggressive with its buybacks. She predicts that the company could add $60 billion to its buyback authorization this quarter, compared with the $50 billion increase that Apple approved a year ago .</p><p><blockquote>尽管苹果的股价在过去一年里几乎翻了一番,<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>凯蒂·休伯蒂(Katy Huberty)预计该公司将继续积极回购。她预测,该公司本季度可能会增加600亿美元的回购授权,而苹果一年前批准的回购授权为500亿美元。</blockquote></p><p> Apple's pace of repurchases is unlikely to \"materially slow\" in the next 12 to 18 months, Huberty argued, as she projected that the company could buy back $18 billion worth of its stock each quarter until the end of fiscal 2022. That would reduce the number of shares outstanding by about 3% and leave Apple with a net-cash position of about $75 billion.</p><p><blockquote>休伯蒂认为,苹果的回购步伐在未来12至18个月内不太可能“大幅放缓”,因为她预计该公司每个季度可能回购价值180亿美元的股票,直到2022财年末。这将使已发行股票数量减少约3%,并使苹果的净现金头寸约为750亿美元。</blockquote></p><p> She also projects a 10% increase in Apple's dividend, which would bring the annual payout to 90 cents a share.</p><p><blockquote>她还预计苹果的股息将增加10%,这将使年度派息达到每股90美分。</blockquote></p><p> Apple's dividend announcement could be a bigger driver of stock performance than the buyback plans, Wells Fargo's Rakers suggested. He thinks Apple could raise its dividend by at least 10%, an increase that would mark the highest annual hike since Apple's 16% bump in 2018 and stand in comparison to the \"more modest\" increases of 5.5% and 6.5% that Apple delivered in 2019 and 2020, respectively.</p><p><blockquote>富国银行的Rakers表示,苹果的股息公告可能比回购计划更能推动股票表现。他认为苹果可能会将股息提高至少10%,这一增幅将标志着自苹果2018年增长16%以来的最高年度增幅,与苹果实现的5.5%和6.5%的“更温和”增幅相比。分别于2019年和2020年。</blockquote></p><p> \"Our positive view on Apple's continued ability to generate strong [free-cash flow] supports our view that the company could return its annual dividend growth trajectory into the double-digit [percent] range,\" he wrote.</p><p><blockquote>他写道:“我们对苹果持续产生强劲[自由现金流]的能力的积极看法支持了我们的观点,即该公司可以将其年度股息增长轨迹恢复到两位数[百分比]范围。”</blockquote></p><p> Rakers is expecting a roughly $50 billion increase to the buyback program, flat with a year ago.</p><p><blockquote>Rakers预计回购计划将增加约500亿美元,与一年前持平。</blockquote></p><p> The company has set out to become net-cash-neutral, opting against blockbuster acquisitions and in favor of capital returns as it tries to winnow down its sizable net-cash balance, which stood at more than $80 billion as of Apple's last report. But Apple is also generating strong free-cash flow, with Huberty predicting a 30% increase this fiscal year and suggesting that it will take time before Apple achieves its target.</p><p><blockquote>该公司已着手实现净现金中性,选择不进行重磅收购,转而支持资本回报,试图筛选其可观的净现金余额,截至苹果上次报告,净现金余额已超过800亿美元。但苹果也产生了强劲的自由现金流,Huberty预测本财年将增长30%,并暗示苹果实现其目标还需要时间。</blockquote></p><p> \"Apple is firing on all cylinders today and even as the company spends nearly $100 billion per year on shareholder returns, we believe the path to a net-cash-neutral position requires multiple more years of sustained strong shareholder returns,\" Huberty wrote.</p><p><blockquote>休伯蒂写道:“苹果今天正在全力以赴,尽管该公司每年在股东回报上花费近1000亿美元,但我们认为,实现净现金中性的道路需要多年持续强劲的股东回报。”</blockquote></p><p> Apple repurchased an average of 2.5 million shares a day in the last nine months of 2020, Rakers noted, accounting for about 1.6% of the stock's daily trading volume.</p><p><blockquote>Rakers指出,苹果在2020年最后9个月平均每天回购250万股,约占该股日交易量的1.6%。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> Earnings: Analysts tracked by FactSet expect that Apple earned 98 cents a share in the latest quarter, up from 64 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average estimate calls for $1.02 a share.</p><p><blockquote>盈利:FactSet追踪的分析师预计,苹果最近一个季度的每股收益为98美分,高于去年同期的64美分。根据众包对冲基金、学者和其他机构预测的Estimize的数据,评级的平均估值为每股1.02美元。</blockquote></p><p> Revenue: The FactSet consensus models revenue of $76.7 billion, while the average estimate on Estimize is for $78.3 billion. Apple posted $58.3 billion in revenue during the prior March quarter, as COVID-19 shutdowns affected China and began to cause store closures in other parts of the world.</p><p><blockquote>收入:FactSet共识模型的收入为767亿美元,而Estimize的平均估计为783亿美元。由于COVID-19的停工影响了中国,并开始导致世界其他地区的商店关闭,苹果在3月份的上一季度实现了583亿美元的收入。</blockquote></p><p> Stock movement: Apple shares have fallen following three of the past five earnings reports. Shares have gained 91% over the past 12 months as the Dow Jones Industrial Average , of which Apple is a component, has risen 44%.</p><p><blockquote>股票走势:在过去五份收益报告中的三份发布后,苹果股价均下跌。过去12个月,该股上涨了91%,苹果公司所属的道琼斯工业平均指数上涨了44%。</blockquote></p><p> Of the 42 analysts tracked by FactSet who cover Apple's stock, 30 have buy ratings, nine have hold ratings, and three have sell ratings, with an average price target of $151.12.</p><p><blockquote>FactSet追踪的42名研究苹果股票的分析师中,30名给予买入评级,9名给予持有评级,3名给予卖出评级,平均目标价为151.12美元。</blockquote></p><p> <b>What else to watch for</b></p><p><blockquote><b>还有什么值得注意的</b></blockquote></p><p></p><p> Apple has seen strong momentum in recent quarters amid a surge in demand for Macs and iPads during the pandemic and a successful iPhone 12 launch. Evercore ISI analyst Amit Daryanani predicts that the company continued to see good traction in the March quarter and could deliver results ahead of expectations.</p><p><blockquote>由于疫情期间对Mac和iPad的需求激增以及iPhone 12的成功推出,苹果最近几个季度出现了强劲的势头。Evercore ISI分析师Amit Daryanani预测,该公司在3月份季度继续保持良好势头,可能会超出预期。</blockquote></p><p> The company could be more insulated than others from the continuing chip shortage given \"its status as <a href=\"https://laohu8.com/S/AONE\">one</a> of the largest electronics purchasers in the world,\" Daryanani argued, noting that while manufacturing partner Foxconn mentioned some supply issues, that company said that the component shortage would affect a small fraction of customer orders.</p><p><blockquote>鉴于“其地位”,该公司可能比其他公司更能免受持续芯片短缺的影响<a href=\"https://laohu8.com/S/AONE\">一</a>达里亚纳尼指出,虽然制造合作伙伴富士康提到了一些供应问题,但该公司表示,零部件短缺将影响一小部分客户订单。</blockquote></p><p> Daryanani is upbeat about Apple's iPhone momentum in China and encouraged by Foxconn's indication that March-quarter performance would be better than what's typically seen for this period. That's consistent with Apple's own projections, he noted. He rates the stock at outperform with a $175 price target.</p><p><blockquote>Daryanani对苹果iPhone在中国的发展势头持乐观态度,并对富士康表示3月份季度的业绩将好于这一时期的通常情况感到鼓舞。他指出,这与苹果自己的预测一致。他将该股评级为跑赢大盘,目标价为175美元。</blockquote></p><p> Wells Fargo's Rakers pointed to \"ongoing positive demand drivers\" but said he was \"reluctant to make a meaningful upside (iPhone-driven) call\" ahead of the release. His iPhone revenue estimate for the quarter is for $38.8 billion, while the FactSet consensus calls for $41.0 billion.</p><p><blockquote>富国银行的Rakers指出了“持续的积极需求驱动因素”,但表示他“不愿意在发布前做出有意义的上行(iPhone驱动的)看涨期权”。他预计本季度iPhone收入为388亿美元,而FactSet一致认为评级为410亿美元。</blockquote></p><p> Outside of the iPhone, Rakers expects that the company continues to see strong demand for iPads and Macs buoyed by at-home dynamics. He'll also be looking for broader commentary on supply issues.</p><p><blockquote>除了iPhone之外,Rakers预计,在家庭动态的推动下,该公司将继续看到对iPad和Mac的强劲需求。他还将寻求有关供应问题的更广泛评论。</blockquote></p><p> \"With continued reports of overall semiconductor supply-chain tightness, presumably impacting Apple's Mac and iPad lead times, along with increasing DRAM prices, investors will be focused on Apple's thoughts on overall demand fulfillment and gross margin expectations,\" he wrote, while reiterating an overweight rating on the stock and a $160 target price.</p><p><blockquote>他写道:“随着不断有报道称整体半导体供应链紧张,可能会影响苹果Mac和iPad的交货时间,以及DRAM价格上涨,投资者将关注苹果对整体需求满足和毛利率预期的想法。”跑赢大盘对该股的评级和160美元的目标价。</blockquote></p><p> Morgan Stanley's Huberty has \"high confidence\" that Apple will beat March-quarter expectations and she's also expecting an upbeat outlook.</p><p><blockquote>摩根士丹利的休伯蒂对苹果将超出三月份季度的预期“充满信心”,她也预计前景乐观。</blockquote></p><p> \"We believe that much of the consumer and education-market strength that propelled the Mac and iPad to 21% year-over-year and 41% year-over-year growth the December quarter sustained, and even accelerated into the March quarter,\" she wrote, highlighting upbeat third-party Mac data from IDC.</p><p><blockquote>“我们相信,推动Mac和iPad在12月季度同比增长21%和41%的消费者和教育市场实力在很大程度上得以持续,甚至在3月季度加速增长,”她写道,强调了IDC乐观的第三方Mac数据。</blockquote></p><p> Huberty forecasts $8.2 billion in Mac revenue and $6.8 billion in iPad revenue for the quarter, significantly above the FactSet consensus, which calls for $6.7 billion and $5.6 billion, respectively. She has an overweight rating and $158 price target on Apple shares.</p><p><blockquote>Huberty预测本季度Mac收入为82亿美元,iPad收入为68亿美元,远高于FactSet的共识,评级分别为67亿美元和56亿美元。她对苹果股票给予跑赢大盘评级和158美元的目标价。</blockquote></p><p> Apple recently introduced new iPads and iMacs that could allow it to continue capitalizing on at-home trends, though these won't factor into the March-quarter numbers.</p><p><blockquote>苹果最近推出了新款iPad和iMac,这可能使其能够继续利用家用趋势,尽管这些不会计入3月份季度的数据中。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/apples-business-is-roaring-and-investors-are-about-to-find-out-how-much-of-that-cash-is-coming-their-way-11619194933?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/apples-business-is-roaring-and-investors-are-about-to-find-out-how-much-of-that-cash-is-coming-their-way-11619194933?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129680033","content_text":"Apple earnings preview: After 'more modest' dividend increases in the past two years, Apple could get back to double-digit dividend growth when it details investor-return plans for the year\nApple's iPad and Mac momentum may have \"accelerated\" in the latest quarter, analyst argues. AFP/Getty Images\nAfter posting record sales and profits in its latest fiscal year, Apple Inc. is expected to show how much of its financial success will get delivered back to shareholders this year.\nApple $(AAPL)$ is expected to increase its dividend and authorize further stock buybacks when it announces fiscal second-quarter earnings Wednesday, part of the company's continued focus on returning money to shareholders as it aims to reduce its sizable cash pile. The company typically makes updates to its capital-return program alongside its March-quarter report, and the coming announcement could be a driver of Apple's post-earnings stock momentum.\n\"We think Apple's capital return update could be the most incremental consideration coming out of Apple's upcoming F2Q21 results,\" Wells Fargo analyst Aaron Rakers wrote.\nThough Apple shares have nearly doubled in the past year, Morgan Stanley's Katy Huberty anticipates that the company will remain aggressive with its buybacks. She predicts that the company could add $60 billion to its buyback authorization this quarter, compared with the $50 billion increase that Apple approved a year ago .\nApple's pace of repurchases is unlikely to \"materially slow\" in the next 12 to 18 months, Huberty argued, as she projected that the company could buy back $18 billion worth of its stock each quarter until the end of fiscal 2022. That would reduce the number of shares outstanding by about 3% and leave Apple with a net-cash position of about $75 billion.\nShe also projects a 10% increase in Apple's dividend, which would bring the annual payout to 90 cents a share.\nApple's dividend announcement could be a bigger driver of stock performance than the buyback plans, Wells Fargo's Rakers suggested. He thinks Apple could raise its dividend by at least 10%, an increase that would mark the highest annual hike since Apple's 16% bump in 2018 and stand in comparison to the \"more modest\" increases of 5.5% and 6.5% that Apple delivered in 2019 and 2020, respectively.\n\"Our positive view on Apple's continued ability to generate strong [free-cash flow] supports our view that the company could return its annual dividend growth trajectory into the double-digit [percent] range,\" he wrote.\nRakers is expecting a roughly $50 billion increase to the buyback program, flat with a year ago.\nThe company has set out to become net-cash-neutral, opting against blockbuster acquisitions and in favor of capital returns as it tries to winnow down its sizable net-cash balance, which stood at more than $80 billion as of Apple's last report. But Apple is also generating strong free-cash flow, with Huberty predicting a 30% increase this fiscal year and suggesting that it will take time before Apple achieves its target.\n\"Apple is firing on all cylinders today and even as the company spends nearly $100 billion per year on shareholder returns, we believe the path to a net-cash-neutral position requires multiple more years of sustained strong shareholder returns,\" Huberty wrote.\nApple repurchased an average of 2.5 million shares a day in the last nine months of 2020, Rakers noted, accounting for about 1.6% of the stock's daily trading volume.\nWhat to expect\nEarnings: Analysts tracked by FactSet expect that Apple earned 98 cents a share in the latest quarter, up from 64 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average estimate calls for $1.02 a share.\nRevenue: The FactSet consensus models revenue of $76.7 billion, while the average estimate on Estimize is for $78.3 billion. Apple posted $58.3 billion in revenue during the prior March quarter, as COVID-19 shutdowns affected China and began to cause store closures in other parts of the world.\nStock movement: Apple shares have fallen following three of the past five earnings reports. Shares have gained 91% over the past 12 months as the Dow Jones Industrial Average , of which Apple is a component, has risen 44%.\nOf the 42 analysts tracked by FactSet who cover Apple's stock, 30 have buy ratings, nine have hold ratings, and three have sell ratings, with an average price target of $151.12.\nWhat else to watch for\nApple has seen strong momentum in recent quarters amid a surge in demand for Macs and iPads during the pandemic and a successful iPhone 12 launch. Evercore ISI analyst Amit Daryanani predicts that the company continued to see good traction in the March quarter and could deliver results ahead of expectations.\nThe company could be more insulated than others from the continuing chip shortage given \"its status as one of the largest electronics purchasers in the world,\" Daryanani argued, noting that while manufacturing partner Foxconn mentioned some supply issues, that company said that the component shortage would affect a small fraction of customer orders.\nDaryanani is upbeat about Apple's iPhone momentum in China and encouraged by Foxconn's indication that March-quarter performance would be better than what's typically seen for this period. That's consistent with Apple's own projections, he noted. He rates the stock at outperform with a $175 price target.\nWells Fargo's Rakers pointed to \"ongoing positive demand drivers\" but said he was \"reluctant to make a meaningful upside (iPhone-driven) call\" ahead of the release. His iPhone revenue estimate for the quarter is for $38.8 billion, while the FactSet consensus calls for $41.0 billion.\nOutside of the iPhone, Rakers expects that the company continues to see strong demand for iPads and Macs buoyed by at-home dynamics. He'll also be looking for broader commentary on supply issues.\n\"With continued reports of overall semiconductor supply-chain tightness, presumably impacting Apple's Mac and iPad lead times, along with increasing DRAM prices, investors will be focused on Apple's thoughts on overall demand fulfillment and gross margin expectations,\" he wrote, while reiterating an overweight rating on the stock and a $160 target price.\nMorgan Stanley's Huberty has \"high confidence\" that Apple will beat March-quarter expectations and she's also expecting an upbeat outlook.\n\"We believe that much of the consumer and education-market strength that propelled the Mac and iPad to 21% year-over-year and 41% year-over-year growth the December quarter sustained, and even accelerated into the March quarter,\" she wrote, highlighting upbeat third-party Mac data from IDC.\nHuberty forecasts $8.2 billion in Mac revenue and $6.8 billion in iPad revenue for the quarter, significantly above the FactSet consensus, which calls for $6.7 billion and $5.6 billion, respectively. She has an overweight rating and $158 price target on Apple shares.\nApple recently introduced new iPads and iMacs that could allow it to continue capitalizing on at-home trends, though these won't factor into the March-quarter numbers.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897502339,"gmtCreate":1628934879121,"gmtModify":1633688402142,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment ","listText":"For long term investment ","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/897502339","repostId":"2159521376","repostType":4,"repost":{"id":"2159521376","kind":"highlight","pubTimestamp":1628906786,"share":"https://www.laohu8.com/m/news/2159521376?lang=zh_CN&edition=full","pubTime":"2021-08-14 10:06","market":"us","language":"en","title":"Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉:以下是各大车厂目前的电动汽车计划</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159521376","media":"MarketWatch","summary":"At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles ","content":"<p>At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.</p><p><blockquote>在总统乔·拜登的敦促下,汽车行业承诺到2030年将电动汽车产量提高到约占美国总销量的一半,这一计划让人们燃起了电动汽车从小众转向主流的希望。</blockquote></p><p> EVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.</p><p><blockquote>根据彭博新能源财经的数据,2020年电动汽车占美国汽车销量的2.4%,高于五年前的0.7%。该研究提供商预计,到2025年,这一份额将增至11%;预计到2030年,美国销售的汽车中有三分之一以上将是电动汽车。</blockquote></p><p> Several auto makers had already announced bigger EV ambitions even before the White House call.</p><p><blockquote>甚至在白宫看涨期权之前,几家汽车制造商就已经宣布了更大的电动汽车雄心。</blockquote></p><p> Here are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.</p><p><blockquote>以下是各主要汽车制造商对电动汽车的既定计划,包括(如果有)投资金额以及他们希望推向市场的车型范围。</blockquote></p><p> This information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.</p><p><blockquote>这些信息是根据公司网站、之前的报告和彭博新能源财经的预测整理而成,并将定期更新。</blockquote></p><p> <b>Audi</b></p><p><blockquote><b>奥迪</b></blockquote></p><p> Audi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.</p><p><blockquote>德国大众汽车公司旗下以豪华汽车闻名的奥迪品牌承诺,到2025年,纯电动汽车将占其销量的35%。届时,奥迪买家将有约20款电动车型可供选择。</blockquote></p><p> <b>BMW</b></p><p><blockquote><b>宝马</b></blockquote></p><p> BMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.</p><p><blockquote>德国豪华汽车制造商宝马公司是最早的电动汽车创新者之一。八年前,该公司推出了i3紧凑型电动汽车,当时是特斯拉汽车为数不多的有力竞争对手之一。</blockquote></p><p> BMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.</p><p><blockquote>宝马的电动汽车产品线已经放缓,但该汽车制造商承诺,今年其欧洲销量的25%将是全电动和混合动力汽车,到2030年,其Mini品牌的所有销量都将是纯电动汽车。预计未来几年将推出10多种电池电动汽车车型。</blockquote></p><p> <b>Daimler/Mercedes-Benz</b></p><p><blockquote><b>戴姆勒/奔驰</b></blockquote></p><p> Mercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.</p><p><blockquote>戴姆勒股份公司旗下的梅赛德斯-奔驰预计,到2025年,其销量的15%至25%将来自电动汽车销量;到2030年,这一比例预计将增长至50%。梅赛德斯-奔驰计划在2021年底推出三款新的电动乘用车车型,并在2022年推出更多车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4b2abd59e5b19c9eec0034342af25e\" tg-width=\"700\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>SOURCE: MERCEDES</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:梅赛德斯</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p> Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.</p><p><blockquote>福特汽车公司。<a href=\"https://laohu8.com/S/F\">$(F)$</a>曾表示,到2030年,其全球销量的40%将是电动汽车。福特的目标是到2022年推出数十款电动车型,这一年也将标志着其备受期待的全电动F-150 Lightning皮卡的首次亮相。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a44fec36dac046911679a2ba769cb2b\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>The Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>福特F-150 Lightning作者:杰夫·科瓦尔斯基/法新社/盖蒂图片社</span></p></blockquote></p><p> Ford has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.</p><p><blockquote>福特称Lightning是其超过220亿美元电动汽车押注的“支柱”,其中包括野马及其全顺货车等其他畅销汽车的电动汽车车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87df52ddef1af1d1342d685897e83652\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>SOURCE: FORD</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:福特</span></p></blockquote></p><p> <b>GM</b></p><p><blockquote><b>GM</b></blockquote></p><p> General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.</p><p><blockquote>通用汽车公司。<a href=\"https://laohu8.com/S/GM\">$(GM)$</a>一月份,该公司表示计划到2035年逐步淘汰所有内燃机汽车,届时只销售零排放汽车,令华尔街感到惊讶。该汽车制造商还承诺到2040年实现碳中和。</blockquote></p><p> GM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.</p><p><blockquote>通用汽车表示,到本世纪中期,将在全球范围内提供30款全电动车型,到2025年底,该公司40%的美国车型将是纯电动汽车。其悍马电动车预计将于明年上市,并于今年秋季开始生产。</blockquote></p><p> <b>Honda</b></p><p><blockquote><b>本田</b></blockquote></p><p> The Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.</p><p><blockquote>这家日本制造商(7267.TO)拥有同名本田品牌和豪华汽车品牌讴歌,预计到2030年其销售额的40%将来自电动汽车和燃料电池电动汽车。2020年4月,本田和通用汽车宣布合作开发使用通用汽车Ultium电池的本田电动汽车。</blockquote></p><p> <b>Hyundai</b></p><p><blockquote><b>现代</b></blockquote></p><p> The Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.</p><p><blockquote>这家还拥有起亚的韩国汽车制造商的目标是到2025年,其起亚和现代品牌销量的40%来自电动汽车和燃料电池电动汽车。其现代品牌计划届时推出30多款电动乘用车。</blockquote></p><p> <b>Mazda</b></p><p><blockquote><b>马自达</b></blockquote></p><p> Mazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.</p><p><blockquote>马自达计划到2030年提供5%的汽车为纯电动汽车,但电动汽车销量占总销量的百分比目标目前尚不清楚。马自达不在美国提供电动汽车,但在其他地方销售一些电动汽车和混合动力车型。</blockquote></p><p> <b>Nissan</b></p><p><blockquote><b>日产</b></blockquote></p><p> Nissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> Model S.</p><p><blockquote>日产汽车有限公司是最早提供全电动汽车的汽车制造商之一,多年来,对于那些没有足够财力购买特斯拉公司的人来说,日产聆风是为数不多的选择之一。<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>S型。</blockquote></p><p></p><p> Nissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.</p><p><blockquote>日产计划明年在中国推出20款电动汽车车型,而在美国,该公司最近表示,计划到2030年,其美国汽车销量的40%以上将是全电动汽车。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbdfabce43725b3d966cf5db5b820f6\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>The Nissan Leaf NISSAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>日产聆风日产</span></p></blockquote></p><p> <b>Porsche</b></p><p><blockquote><b>保时捷</b></blockquote></p><p> The car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.</p><p><blockquote>这家汽车制造商几乎是跑车的代名词,其目标是到2025年让电动汽车占其销量的一半。</blockquote></p><p> <b>Stellantis</b></p><p><blockquote><b>Stellantis</b></blockquote></p><p> <a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a> (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.</p><p><blockquote><a href=\"https://laohu8.com/S/STLA\">斯特兰蒂斯公司</a>(STLA.MI)是今年早些时候由菲亚特克莱斯勒汽车公司(Fiat Chrysler Automobiles NV)和法国PSA集团合并而成的全球汽车制造商,该公司7月份表示,到2025年,将在电动汽车和相关技术上投资350亿美元。</blockquote></p><p> By that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.</p><p><blockquote>到那一年,Stellantis预计其美国销售额的31%和欧洲销售额的38%将来自电动汽车,预计到2030年,这一比例将增长到美国销售额的35%和欧洲销售额的70%。</blockquote></p><p> <b>Subaru</b></p><p><blockquote><b>斯巴鲁</b></blockquote></p><p> The Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.</p><p><blockquote>预计到2030年,这家日本制造商40%的销售额将来自电动汽车和混合动力电动汽车。</blockquote></p><p> <b>Toyota</b></p><p><blockquote><b>丰田</b></blockquote></p><p> Some 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.</p><p><blockquote>预计到2030年,这家全球第一汽车制造商(7203.TO)约70%的销售额将来自电动汽车和燃料电池电动汽车。丰田计划到2025年提供15款纯电动汽车车型。当然,这家汽车制造商在二十年前就推出了混合动力丰田普锐斯。</blockquote></p><p> <b>Volkswagen</b></p><p><blockquote><b>大众汽车</b></blockquote></p><p> The car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.</p><p><blockquote>预计到2030年,该汽车制造商70%的欧洲销量来自电动汽车,50%的美国销量来自电动汽车。大众汽车承诺到2025年在电动汽车上花费约400亿美元。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉:以下是各大车厂目前的电动汽车计划</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\">\nChasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉:以下是各大车厂目前的电动汽车计划</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-14 10:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.</p><p><blockquote>在总统乔·拜登的敦促下,汽车行业承诺到2030年将电动汽车产量提高到约占美国总销量的一半,这一计划让人们燃起了电动汽车从小众转向主流的希望。</blockquote></p><p> EVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.</p><p><blockquote>根据彭博新能源财经的数据,2020年电动汽车占美国汽车销量的2.4%,高于五年前的0.7%。该研究提供商预计,到2025年,这一份额将增至11%;预计到2030年,美国销售的汽车中有三分之一以上将是电动汽车。</blockquote></p><p> Several auto makers had already announced bigger EV ambitions even before the White House call.</p><p><blockquote>甚至在白宫看涨期权之前,几家汽车制造商就已经宣布了更大的电动汽车雄心。</blockquote></p><p> Here are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.</p><p><blockquote>以下是各主要汽车制造商对电动汽车的既定计划,包括(如果有)投资金额以及他们希望推向市场的车型范围。</blockquote></p><p> This information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.</p><p><blockquote>这些信息是根据公司网站、之前的报告和彭博新能源财经的预测整理而成,并将定期更新。</blockquote></p><p> <b>Audi</b></p><p><blockquote><b>奥迪</b></blockquote></p><p> Audi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.</p><p><blockquote>德国大众汽车公司旗下以豪华汽车闻名的奥迪品牌承诺,到2025年,纯电动汽车将占其销量的35%。届时,奥迪买家将有约20款电动车型可供选择。</blockquote></p><p> <b>BMW</b></p><p><blockquote><b>宝马</b></blockquote></p><p> BMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.</p><p><blockquote>德国豪华汽车制造商宝马公司是最早的电动汽车创新者之一。八年前,该公司推出了i3紧凑型电动汽车,当时是特斯拉汽车为数不多的有力竞争对手之一。</blockquote></p><p> BMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.</p><p><blockquote>宝马的电动汽车产品线已经放缓,但该汽车制造商承诺,今年其欧洲销量的25%将是全电动和混合动力汽车,到2030年,其Mini品牌的所有销量都将是纯电动汽车。预计未来几年将推出10多种电池电动汽车车型。</blockquote></p><p> <b>Daimler/Mercedes-Benz</b></p><p><blockquote><b>戴姆勒/奔驰</b></blockquote></p><p> Mercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.</p><p><blockquote>戴姆勒股份公司旗下的梅赛德斯-奔驰预计,到2025年,其销量的15%至25%将来自电动汽车销量;到2030年,这一比例预计将增长至50%。梅赛德斯-奔驰计划在2021年底推出三款新的电动乘用车车型,并在2022年推出更多车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4b2abd59e5b19c9eec0034342af25e\" tg-width=\"700\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>SOURCE: MERCEDES</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:梅赛德斯</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p> Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.</p><p><blockquote>福特汽车公司。<a href=\"https://laohu8.com/S/F\">$(F)$</a>曾表示,到2030年,其全球销量的40%将是电动汽车。福特的目标是到2022年推出数十款电动车型,这一年也将标志着其备受期待的全电动F-150 Lightning皮卡的首次亮相。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a44fec36dac046911679a2ba769cb2b\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>The Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>福特F-150 Lightning作者:杰夫·科瓦尔斯基/法新社/盖蒂图片社</span></p></blockquote></p><p> Ford has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.</p><p><blockquote>福特称Lightning是其超过220亿美元电动汽车押注的“支柱”,其中包括野马及其全顺货车等其他畅销汽车的电动汽车车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87df52ddef1af1d1342d685897e83652\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>SOURCE: FORD</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:福特</span></p></blockquote></p><p> <b>GM</b></p><p><blockquote><b>GM</b></blockquote></p><p> General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.</p><p><blockquote>通用汽车公司。<a href=\"https://laohu8.com/S/GM\">$(GM)$</a>一月份,该公司表示计划到2035年逐步淘汰所有内燃机汽车,届时只销售零排放汽车,令华尔街感到惊讶。该汽车制造商还承诺到2040年实现碳中和。</blockquote></p><p> GM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.</p><p><blockquote>通用汽车表示,到本世纪中期,将在全球范围内提供30款全电动车型,到2025年底,该公司40%的美国车型将是纯电动汽车。其悍马电动车预计将于明年上市,并于今年秋季开始生产。</blockquote></p><p> <b>Honda</b></p><p><blockquote><b>本田</b></blockquote></p><p> The Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.</p><p><blockquote>这家日本制造商(7267.TO)拥有同名本田品牌和豪华汽车品牌讴歌,预计到2030年其销售额的40%将来自电动汽车和燃料电池电动汽车。2020年4月,本田和通用汽车宣布合作开发使用通用汽车Ultium电池的本田电动汽车。</blockquote></p><p> <b>Hyundai</b></p><p><blockquote><b>现代</b></blockquote></p><p> The Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.</p><p><blockquote>这家还拥有起亚的韩国汽车制造商的目标是到2025年,其起亚和现代品牌销量的40%来自电动汽车和燃料电池电动汽车。其现代品牌计划届时推出30多款电动乘用车。</blockquote></p><p> <b>Mazda</b></p><p><blockquote><b>马自达</b></blockquote></p><p> Mazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.</p><p><blockquote>马自达计划到2030年提供5%的汽车为纯电动汽车,但电动汽车销量占总销量的百分比目标目前尚不清楚。马自达不在美国提供电动汽车,但在其他地方销售一些电动汽车和混合动力车型。</blockquote></p><p> <b>Nissan</b></p><p><blockquote><b>日产</b></blockquote></p><p> Nissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> Model S.</p><p><blockquote>日产汽车有限公司是最早提供全电动汽车的汽车制造商之一,多年来,对于那些没有足够财力购买特斯拉公司的人来说,日产聆风是为数不多的选择之一。<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>S型。</blockquote></p><p></p><p> Nissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.</p><p><blockquote>日产计划明年在中国推出20款电动汽车车型,而在美国,该公司最近表示,计划到2030年,其美国汽车销量的40%以上将是全电动汽车。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbdfabce43725b3d966cf5db5b820f6\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>The Nissan Leaf NISSAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>日产聆风日产</span></p></blockquote></p><p> <b>Porsche</b></p><p><blockquote><b>保时捷</b></blockquote></p><p> The car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.</p><p><blockquote>这家汽车制造商几乎是跑车的代名词,其目标是到2025年让电动汽车占其销量的一半。</blockquote></p><p> <b>Stellantis</b></p><p><blockquote><b>Stellantis</b></blockquote></p><p> <a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a> (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.</p><p><blockquote><a href=\"https://laohu8.com/S/STLA\">斯特兰蒂斯公司</a>(STLA.MI)是今年早些时候由菲亚特克莱斯勒汽车公司(Fiat Chrysler Automobiles NV)和法国PSA集团合并而成的全球汽车制造商,该公司7月份表示,到2025年,将在电动汽车和相关技术上投资350亿美元。</blockquote></p><p> By that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.</p><p><blockquote>到那一年,Stellantis预计其美国销售额的31%和欧洲销售额的38%将来自电动汽车,预计到2030年,这一比例将增长到美国销售额的35%和欧洲销售额的70%。</blockquote></p><p> <b>Subaru</b></p><p><blockquote><b>斯巴鲁</b></blockquote></p><p> The Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.</p><p><blockquote>预计到2030年,这家日本制造商40%的销售额将来自电动汽车和混合动力电动汽车。</blockquote></p><p> <b>Toyota</b></p><p><blockquote><b>丰田</b></blockquote></p><p> Some 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.</p><p><blockquote>预计到2030年,这家全球第一汽车制造商(7203.TO)约70%的销售额将来自电动汽车和燃料电池电动汽车。丰田计划到2025年提供15款纯电动汽车车型。当然,这家汽车制造商在二十年前就推出了混合动力丰田普锐斯。</blockquote></p><p> <b>Volkswagen</b></p><p><blockquote><b>大众汽车</b></blockquote></p><p> The car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.</p><p><blockquote>预计到2030年,该汽车制造商70%的欧洲销量来自电动汽车,50%的美国销量来自电动汽车。大众汽车承诺到2025年在电动汽车上花费约400亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/chasing-tesla-here-are-the-current-electric-vehicle-plans-of-every-major-car-maker-11628876816?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HYEVF":"Hyundai Elevator Co Ltd.","DDAIF":"戴姆勒汽车","TM":"丰田汽车","F":"福特汽车","VLKAF":"Volkswagen AG","TSLA":"特斯拉","HMC":"本田汽车","GM":"通用汽车","STLA":"Stellantis NV","FUJHF":"Subaru Corporation ","NSANY":"日产汽车"},"source_url":"https://www.marketwatch.com/story/chasing-tesla-here-are-the-current-electric-vehicle-plans-of-every-major-car-maker-11628876816?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159521376","content_text":"At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.\nEVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.\nSeveral auto makers had already announced bigger EV ambitions even before the White House call.\nHere are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.\nThis information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.\nAudi\nAudi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.\nBMW\nBMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.\nBMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.\nDaimler/Mercedes-Benz\nMercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.\nSOURCE: MERCEDES\nFord\nFord Motor Co. $(F)$ has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.\nThe Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES\nFord has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.\nSOURCE: FORD\nGM\nGeneral Motors Co. $(GM)$ surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.\nGM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.\nHonda\nThe Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.\nHyundai\nThe Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.\nMazda\nMazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.\nNissan\nNissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. $(TSLA)$ Model S.\nNissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.\nThe Nissan Leaf NISSAN\nPorsche\nThe car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.\nStellantis\nStellantis NV (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.\nBy that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.\nSubaru\nThe Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.\nToyota\nSome 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.\nVolkswagen\nThe car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.","news_type":1,"symbols_score_info":{"HYEVF":0.9,"VLKAF":0.9,"TM":0.9,"F":0.9,"DDAIF":0.9,"NSANY":0.9,"AUDVF":0.9,"FUJHF":0.9,"GM":0.9,"TSLA":0.9,"STLA":0.9,"HMC":0.9}},"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880548007,"gmtCreate":1631067584809,"gmtModify":1631889566358,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment ","listText":"For long term investment ","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/880548007","repostId":"1180373758","repostType":4,"repost":{"id":"1180373758","kind":"news","pubTimestamp":1631066385,"share":"https://www.laohu8.com/m/news/1180373758?lang=zh_CN&edition=full","pubTime":"2021-09-08 09:59","market":"us","language":"en","title":"Tesla Stock Rose On Tuesday for an Odd Reason<blockquote>特斯拉股价周二因奇怪原因上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180373758","media":"Barrons","summary":"It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why i","content":"<p>It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why isn’t easy.</p><p><blockquote>对于市场来说,这是下跌的一天,但特斯拉股票继续近期的上涨。找出确切的原因并不容易。</blockquote></p><p> The S&P 500 lost 0.3% Tuesday. The Dow Jones Industrial Average gave up about 0.8%. Tesla (ticker: TSLA) stock, on the other hand, gained 2.6%. What gives?</p><p><blockquote>标普500周二下跌0.3%。道琼斯工业平均指数下跌约0.8%。另一方面,特斯拉(股票代码:TSLA)股价上涨2.6%。什么给?</blockquote></p><p> The biggest reason doesn’t seem to be a new bullish analyst or an official statement from the company. The reason seems to be a new one—even for Tesla. Rising optimism is based on tweets about an email that may or may not be real.</p><p><blockquote>最大的原因似乎不是新的看涨分析师或公司的官方声明。原因似乎是一个新的——即使对特斯拉来说也是如此。乐观情绪的上升是基于关于一封可能是真实的也可能不是真实的电子邮件的推文。</blockquote></p><p> It seems that CEO Elon Musk may have written an email to employees endorsing Cathie Wood’s $3,000 price target for Tesla stock. ARK Invest’s Wood believes that target can be hit by 2025. Musk believes that price is possible if Tesla executes “really well,” according to the email.</p><p><blockquote>看来首席执行官Elon Musk可能已经给员工写了一封电子邮件,支持Cathie Wood对特斯拉股票3000美元的目标价。ARK Invest的Wood认为,到2025年可以实现这一目标。根据邮件,马斯克认为,如果特斯拉执行得“非常好”,price是可能的。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1782ffe0eea2b6afe954b95d4248de13\" tg-width=\"501\" tg-height=\"745\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Whether or not the email was sent by Musk isn’t known. Tesla didn’t respond to a request for comment. If it was, or wasn’t, is moot for investors Tuesday. Shares are rising again as the story circulates.</p><p><blockquote>目前尚不清楚这封电子邮件是否是马斯克发送的。特斯拉没有回应置评请求。周二,对于投资者来说,这是否是没有意义的。随着故事的流传,股价再次上涨。</blockquote></p><p> Solid execution for Tesla likely means opening up new manufacturing and battery capacity on schedule. Tesla is opening two plants—one in Texas and one in Germany—this year. The company wants to grow unit volumes at 50% for the foreseeable future. Part of that growth will be expanding product lines into more vehicle segments. Tesla has hinted at a $25,000 vehicle for a while. That would likely arrive around 2023.</p><p><blockquote>特斯拉的扎实执行可能意味着按计划开放新的制造和电池产能。特斯拉今年将开设两家工厂——一家在德克萨斯,一家在德国。该公司希望在可预见的未来将单位销量增长50%。这一增长的一部分将是将产品线扩展到更多的汽车领域。一段时间以来,特斯拉一直暗示将推出一款售价25,000美元的汽车。这可能会在2023年左右到来。</blockquote></p><p> Tesla would also need to make significant progress with its autonomous driving software.Wood believes that Tesla can have a fleet of self driving robotaxis by 2025. That business is a big reason for her bullish price target.</p><p><blockquote>特斯拉还需要在其自动驾驶软件方面取得重大进展。伍德认为,到2025年,特斯拉可以拥有一支自动驾驶机器人出租车车队。这项业务是她看涨价格目标的一个重要原因。</blockquote></p><p> Achieving full self driving technology—to the level that would allow driverless cabs—isn’t a given though. And other car companies are developing self driving technology too. And other technology companies—such as Waymo and the Motional joint venture between Hyundai Motor(005380.Korea) and Aptiv(APTV) — are working on robotaxis.</p><p><blockquote>然而,实现全自动驾驶技术——达到无人驾驶出租车的水平——并不是必然的。其他汽车公司也在开发自动驾驶技术。其他科技公司——例如Waymo以及现代汽车(005380.Korea)和Aptiv(APTV)之间的Motional合资企业——正在开发机器人出租车。</blockquote></p><p> Tesla stock is up about 7% year to date. But shares have recovered recently, rising more than 25% over the past three months. Strong demand for EVs across the globe as well as interest rate rises not being as bad as feared are two reasons for the recovery.</p><p><blockquote>特斯拉股价今年迄今已上涨约7%。但最近股价有所回升,过去三个月上涨了25%以上。全球对电动汽车的强劲需求以及利率上升并不像人们担心的那么糟糕是经济复苏的两个原因。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Rose On Tuesday for an Odd Reason<blockquote>特斯拉股价周二因奇怪原因上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Rose On Tuesday for an Odd Reason<blockquote>特斯拉股价周二因奇怪原因上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-08 09:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why isn’t easy.</p><p><blockquote>对于市场来说,这是下跌的一天,但特斯拉股票继续近期的上涨。找出确切的原因并不容易。</blockquote></p><p> The S&P 500 lost 0.3% Tuesday. The Dow Jones Industrial Average gave up about 0.8%. Tesla (ticker: TSLA) stock, on the other hand, gained 2.6%. What gives?</p><p><blockquote>标普500周二下跌0.3%。道琼斯工业平均指数下跌约0.8%。另一方面,特斯拉(股票代码:TSLA)股价上涨2.6%。什么给?</blockquote></p><p> The biggest reason doesn’t seem to be a new bullish analyst or an official statement from the company. The reason seems to be a new one—even for Tesla. Rising optimism is based on tweets about an email that may or may not be real.</p><p><blockquote>最大的原因似乎不是新的看涨分析师或公司的官方声明。原因似乎是一个新的——即使对特斯拉来说也是如此。乐观情绪的上升是基于关于一封可能是真实的也可能不是真实的电子邮件的推文。</blockquote></p><p> It seems that CEO Elon Musk may have written an email to employees endorsing Cathie Wood’s $3,000 price target for Tesla stock. ARK Invest’s Wood believes that target can be hit by 2025. Musk believes that price is possible if Tesla executes “really well,” according to the email.</p><p><blockquote>看来首席执行官Elon Musk可能已经给员工写了一封电子邮件,支持Cathie Wood对特斯拉股票3000美元的目标价。ARK Invest的Wood认为,到2025年可以实现这一目标。根据邮件,马斯克认为,如果特斯拉执行得“非常好”,price是可能的。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1782ffe0eea2b6afe954b95d4248de13\" tg-width=\"501\" tg-height=\"745\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Whether or not the email was sent by Musk isn’t known. Tesla didn’t respond to a request for comment. If it was, or wasn’t, is moot for investors Tuesday. Shares are rising again as the story circulates.</p><p><blockquote>目前尚不清楚这封电子邮件是否是马斯克发送的。特斯拉没有回应置评请求。周二,对于投资者来说,这是否是没有意义的。随着故事的流传,股价再次上涨。</blockquote></p><p> Solid execution for Tesla likely means opening up new manufacturing and battery capacity on schedule. Tesla is opening two plants—one in Texas and one in Germany—this year. The company wants to grow unit volumes at 50% for the foreseeable future. Part of that growth will be expanding product lines into more vehicle segments. Tesla has hinted at a $25,000 vehicle for a while. That would likely arrive around 2023.</p><p><blockquote>特斯拉的扎实执行可能意味着按计划开放新的制造和电池产能。特斯拉今年将开设两家工厂——一家在德克萨斯,一家在德国。该公司希望在可预见的未来将单位销量增长50%。这一增长的一部分将是将产品线扩展到更多的汽车领域。一段时间以来,特斯拉一直暗示将推出一款售价25,000美元的汽车。这可能会在2023年左右到来。</blockquote></p><p> Tesla would also need to make significant progress with its autonomous driving software.Wood believes that Tesla can have a fleet of self driving robotaxis by 2025. That business is a big reason for her bullish price target.</p><p><blockquote>特斯拉还需要在其自动驾驶软件方面取得重大进展。伍德认为,到2025年,特斯拉可以拥有一支自动驾驶机器人出租车车队。这项业务是她看涨价格目标的一个重要原因。</blockquote></p><p> Achieving full self driving technology—to the level that would allow driverless cabs—isn’t a given though. And other car companies are developing self driving technology too. And other technology companies—such as Waymo and the Motional joint venture between Hyundai Motor(005380.Korea) and Aptiv(APTV) — are working on robotaxis.</p><p><blockquote>然而,实现全自动驾驶技术——达到无人驾驶出租车的水平——并不是必然的。其他汽车公司也在开发自动驾驶技术。其他科技公司——例如Waymo以及现代汽车(005380.Korea)和Aptiv(APTV)之间的Motional合资企业——正在开发机器人出租车。</blockquote></p><p> Tesla stock is up about 7% year to date. But shares have recovered recently, rising more than 25% over the past three months. Strong demand for EVs across the globe as well as interest rate rises not being as bad as feared are two reasons for the recovery.</p><p><blockquote>特斯拉股价今年迄今已上涨约7%。但最近股价有所回升,过去三个月上涨了25%以上。全球对电动汽车的强劲需求以及利率上升并不像人们担心的那么糟糕是经济复苏的两个原因。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/tesla-stock-price-cathie-wood-51631030195?mod=hp_DAY_Theme_1_1\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-price-cathie-wood-51631030195?mod=hp_DAY_Theme_1_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180373758","content_text":"It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why isn’t easy.\nThe S&P 500 lost 0.3% Tuesday. The Dow Jones Industrial Average gave up about 0.8%. Tesla (ticker: TSLA) stock, on the other hand, gained 2.6%. What gives?\nThe biggest reason doesn’t seem to be a new bullish analyst or an official statement from the company. The reason seems to be a new one—even for Tesla. Rising optimism is based on tweets about an email that may or may not be real.\nIt seems that CEO Elon Musk may have written an email to employees endorsing Cathie Wood’s $3,000 price target for Tesla stock. ARK Invest’s Wood believes that target can be hit by 2025. Musk believes that price is possible if Tesla executes “really well,” according to the email.\n\nWhether or not the email was sent by Musk isn’t known. Tesla didn’t respond to a request for comment. If it was, or wasn’t, is moot for investors Tuesday. Shares are rising again as the story circulates.\nSolid execution for Tesla likely means opening up new manufacturing and battery capacity on schedule. Tesla is opening two plants—one in Texas and one in Germany—this year. The company wants to grow unit volumes at 50% for the foreseeable future. Part of that growth will be expanding product lines into more vehicle segments. Tesla has hinted at a $25,000 vehicle for a while. That would likely arrive around 2023.\nTesla would also need to make significant progress with its autonomous driving software.Wood believes that Tesla can have a fleet of self driving robotaxis by 2025. That business is a big reason for her bullish price target.\nAchieving full self driving technology—to the level that would allow driverless cabs—isn’t a given though. And other car companies are developing self driving technology too. And other technology companies—such as Waymo and the Motional joint venture between Hyundai Motor(005380.Korea) and Aptiv(APTV) — are working on robotaxis.\nTesla stock is up about 7% year to date. But shares have recovered recently, rising more than 25% over the past three months. Strong demand for EVs across the globe as well as interest rate rises not being as bad as feared are two reasons for the recovery.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171553055,"gmtCreate":1626751876077,"gmtModify":1633771365457,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"It may go down further","listText":"It may go down further","text":"It may go down further","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171553055","repostId":"2152652683","repostType":4,"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197597551,"gmtCreate":1621472392573,"gmtModify":1634188905770,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"Fed may increase the interest rate","listText":"Fed may increase the interest rate","text":"Fed may increase the interest rate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/197597551","repostId":"1129952039","repostType":4,"repost":{"id":"1129952039","kind":"news","pubTimestamp":1621466041,"share":"https://www.laohu8.com/m/news/1129952039?lang=zh_CN&edition=full","pubTime":"2021-05-20 07:14","market":"us","language":"en","title":"U.S. stocks drop after Fed minutes, crypto fall<blockquote>美联储会议纪要后美国股市下跌,加密货币下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129952039","media":"Reuters","summary":"(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal","content":"<p>(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s goals, with some considering discussions on tapering its bond buying program.</p><p><blockquote>(路透社)-华尔街主要股指周三收低,此前美联储4月份会议纪要显示,与会者一致认为美国经济仍远未达到央行的目标,一些人正在考虑讨论缩减债券购买计划。</blockquote></p><p>The S&P 500 added to losses after the release of the minutes revealed a number of Fed policymakers thought that if the economy continued rapid progress, it would become appropriate “at some point” in upcoming meetings to begin discussing a tapering of the Fed’s monthly purchases of government bonds, a policy designed to keep long-term interest rates low.</p><p><blockquote>在会议纪要发布后,标普500加剧了损失,一些美联储政策制定者认为,如果经济继续快速增长,在即将举行的会议上“在某个时候”开始讨论美联储每月购买国债的规模将变得适当,这是一项旨在保持长期利率较低的政策。</blockquote></p><p>“There continues to be a view and a perspective from the participants, as well as the Fed staff that these inflationary pressures that are beginning to become evident will remain transitory in their view and will likely recede as we transition into 2022,” said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.</p><p><blockquote>比尔·诺西(Bill Northey)表示:“参与者以及美联储工作人员仍然认为,这些开始变得明显的通胀压力在他们看来仍将是暂时的,并且可能会随着我们过渡到2022年而消退。”明尼阿波利斯合众银行财富管理公司高级投资总监。</blockquote></p><p>Strong inflation readings and signs of a worker shortage in recent weeks have fueled fears and roiled stock markets despite reassurances from Fed officials that the rise in prices would be temporary.</p><p><blockquote>尽管美联储官员保证价格上涨将是暂时的,但最近几周强劲的通胀数据和工人短缺的迹象加剧了人们的担忧并扰乱了股市。</blockquote></p><p>All three main indexes hit their session lows in morning trade after opening sharply lower, then partially recovered before the release of the Fed minutes pressured them anew.</p><p><blockquote>三大主要股指在早盘大幅低开后均触及盘中低点,随后在美联储会议纪要发布再次给其带来压力之前部分回升。</blockquote></p><p>The Dow Jones Industrial Average fell 164.62 points, or 0.48%, to 33,896.04, the S&P 500 lost 12.15 points, or 0.29%, to 4,115.68 and the Nasdaq Composite dropped 3.90 points, or 0.03%, to 13,299.74.</p><p><blockquote>道琼斯工业平均指数下跌164.62点,跌幅0.48%,至33,896.04点;标普500下跌12.15点,跌幅0.29%,至4,115.68点;纳斯达克综合指数下跌3.90点,跌幅0.03%,至13,299.74点。</blockquote></p><p>Volume on U.S. exchanges was 10.70 billion shares, compared with the 10.60 billion average for the full session over the last 20 trading days.</p><p><blockquote>美国交易所成交量为107亿股,而过去20个交易日全交易日平均成交量为106亿股。</blockquote></p><p>Contributing to a risk-off mood on Wednesday, Bitcoin and ether plunged in the wake of China’s move to ban financial and payment institutions from providing cryptocurrency services.</p><p><blockquote>在中国禁止金融和支付机构提供加密货币服务后,比特币和以太币暴跌,加剧了周三的避险情绪。</blockquote></p><p>The two main digital currencies fell as much as 30% and 45%, respectively, but they significantly stemmed their losses in afternoon trading after two of their biggest backers -- Tesla Inc chief Elon Musk and Ark Invest’s chief executive officer Cathie Wood -- reiterated their support for bitcoin.</p><p><blockquote>这两种主要数字货币分别下跌了30%和45%,但在它们的两个最大支持者——特斯拉公司首席执行官Elon Musk和Ark Invest首席执行官Cathie Wood——之后,它们在下午交易中大幅止住了跌幅。重申了对比特币的支持。</blockquote></p><p>Crypto-exchange operator Coinbase Global ,miners Riot Blockchain and Marathon Digital Holdings saw their shares sharply decline on Wednesday.</p><p><blockquote>加密货币交易所运营商Coinbase Global、矿商Riot Blockchain和Marathon Digital Holdings的股价周三大幅下跌。</blockquote></p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.15-to-1 ratio; on Nasdaq, a 1.71-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为2.15比1;在纳斯达克,1.71比1的比率有利于下跌股。</blockquote></p><p>The S&P 500 posted 3 new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 49 new lows.</p><p><blockquote>标普500创下3个52周新高,无新低;纳斯达克综合指数创下34个新高,49个新低。</blockquote></p><p><b><i>Financial</i></b><b> </b><b><i>Report</i></b></p><p><blockquote><b><i>金融的</i></b><b> </b><b><i>报告</i></b></blockquote></p><p><a href=\"https://laohu8.com/NW/1160173685\" target=\"_blank\">4.5 Billion Parcels Expanded Market Share to 20.4%</a></p><p><blockquote><a href=\"https://laohu8.com/NW/1160173685\" target=\"_blank\">45亿件包裹市场份额扩大至20.4%</a></blockquote></p><p><a href=\"https://laohu8.com/NW/1178296022\" target=\"_blank\">KE Holdings EPS beats by $0.04, beats on revenue</a></p><p><blockquote><a href=\"https://laohu8.com/NW/1178296022\" target=\"_blank\">KE Holdings EPS超过预期0.04美元,营收超过预期</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136465859\" target=\"_blank\">Victoria's Secret parent L Brands swings to quarterly profit as sales rise</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136465859\" target=\"_blank\">随着销售额增长,维多利亚的秘密母公司L Brands实现季度盈利</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136594667\" target=\"_blank\">Cisco stock drops as higher costs amid chip shortage ding earnings outlook</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136594667\" target=\"_blank\">芯片短缺导致成本上升影响盈利前景,思科股价下跌</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136450339\" target=\"_blank\">Chip Design Software Firm Synopsys Trounces Fiscal Second-Quarter Targets</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136450339\" target=\"_blank\">芯片设计软件公司Synopsys超额完成第二财季目标</a></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks drop after Fed minutes, crypto fall<blockquote>美联储会议纪要后美国股市下跌,加密货币下跌</blockquote></title>\n<style 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks drop after Fed minutes, crypto fall<blockquote>美联储会议纪要后美国股市下跌,加密货币下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-05-20 07:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s goals, with some considering discussions on tapering its bond buying program.</p><p><blockquote>(路透社)-华尔街主要股指周三收低,此前美联储4月份会议纪要显示,与会者一致认为美国经济仍远未达到央行的目标,一些人正在考虑讨论缩减债券购买计划。</blockquote></p><p>The S&P 500 added to losses after the release of the minutes revealed a number of Fed policymakers thought that if the economy continued rapid progress, it would become appropriate “at some point” in upcoming meetings to begin discussing a tapering of the Fed’s monthly purchases of government bonds, a policy designed to keep long-term interest rates low.</p><p><blockquote>在会议纪要发布后,标普500加剧了损失,一些美联储政策制定者认为,如果经济继续快速增长,在即将举行的会议上“在某个时候”开始讨论美联储每月购买国债的规模将变得适当,这是一项旨在保持长期利率较低的政策。</blockquote></p><p>“There continues to be a view and a perspective from the participants, as well as the Fed staff that these inflationary pressures that are beginning to become evident will remain transitory in their view and will likely recede as we transition into 2022,” said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.</p><p><blockquote>比尔·诺西(Bill Northey)表示:“参与者以及美联储工作人员仍然认为,这些开始变得明显的通胀压力在他们看来仍将是暂时的,并且可能会随着我们过渡到2022年而消退。”明尼阿波利斯合众银行财富管理公司高级投资总监。</blockquote></p><p>Strong inflation readings and signs of a worker shortage in recent weeks have fueled fears and roiled stock markets despite reassurances from Fed officials that the rise in prices would be temporary.</p><p><blockquote>尽管美联储官员保证价格上涨将是暂时的,但最近几周强劲的通胀数据和工人短缺的迹象加剧了人们的担忧并扰乱了股市。</blockquote></p><p>All three main indexes hit their session lows in morning trade after opening sharply lower, then partially recovered before the release of the Fed minutes pressured them anew.</p><p><blockquote>三大主要股指在早盘大幅低开后均触及盘中低点,随后在美联储会议纪要发布再次给其带来压力之前部分回升。</blockquote></p><p>The Dow Jones Industrial Average fell 164.62 points, or 0.48%, to 33,896.04, the S&P 500 lost 12.15 points, or 0.29%, to 4,115.68 and the Nasdaq Composite dropped 3.90 points, or 0.03%, to 13,299.74.</p><p><blockquote>道琼斯工业平均指数下跌164.62点,跌幅0.48%,至33,896.04点;标普500下跌12.15点,跌幅0.29%,至4,115.68点;纳斯达克综合指数下跌3.90点,跌幅0.03%,至13,299.74点。</blockquote></p><p>Volume on U.S. exchanges was 10.70 billion shares, compared with the 10.60 billion average for the full session over the last 20 trading days.</p><p><blockquote>美国交易所成交量为107亿股,而过去20个交易日全交易日平均成交量为106亿股。</blockquote></p><p>Contributing to a risk-off mood on Wednesday, Bitcoin and ether plunged in the wake of China’s move to ban financial and payment institutions from providing cryptocurrency services.</p><p><blockquote>在中国禁止金融和支付机构提供加密货币服务后,比特币和以太币暴跌,加剧了周三的避险情绪。</blockquote></p><p>The two main digital currencies fell as much as 30% and 45%, respectively, but they significantly stemmed their losses in afternoon trading after two of their biggest backers -- Tesla Inc chief Elon Musk and Ark Invest’s chief executive officer Cathie Wood -- reiterated their support for bitcoin.</p><p><blockquote>这两种主要数字货币分别下跌了30%和45%,但在它们的两个最大支持者——特斯拉公司首席执行官Elon Musk和Ark Invest首席执行官Cathie Wood——之后,它们在下午交易中大幅止住了跌幅。重申了对比特币的支持。</blockquote></p><p>Crypto-exchange operator Coinbase Global ,miners Riot Blockchain and Marathon Digital Holdings saw their shares sharply decline on Wednesday.</p><p><blockquote>加密货币交易所运营商Coinbase Global、矿商Riot Blockchain和Marathon Digital Holdings的股价周三大幅下跌。</blockquote></p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.15-to-1 ratio; on Nasdaq, a 1.71-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为2.15比1;在纳斯达克,1.71比1的比率有利于下跌股。</blockquote></p><p>The S&P 500 posted 3 new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 49 new lows.</p><p><blockquote>标普500创下3个52周新高,无新低;纳斯达克综合指数创下34个新高,49个新低。</blockquote></p><p><b><i>Financial</i></b><b> </b><b><i>Report</i></b></p><p><blockquote><b><i>金融的</i></b><b> </b><b><i>报告</i></b></blockquote></p><p><a href=\"https://laohu8.com/NW/1160173685\" target=\"_blank\">4.5 Billion Parcels Expanded Market Share to 20.4%</a></p><p><blockquote><a href=\"https://laohu8.com/NW/1160173685\" target=\"_blank\">45亿件包裹市场份额扩大至20.4%</a></blockquote></p><p><a href=\"https://laohu8.com/NW/1178296022\" target=\"_blank\">KE Holdings EPS beats by $0.04, beats on revenue</a></p><p><blockquote><a href=\"https://laohu8.com/NW/1178296022\" target=\"_blank\">KE Holdings EPS超过预期0.04美元,营收超过预期</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136465859\" target=\"_blank\">Victoria's Secret parent L Brands swings to quarterly profit as sales rise</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136465859\" target=\"_blank\">随着销售额增长,维多利亚的秘密母公司L Brands实现季度盈利</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136594667\" target=\"_blank\">Cisco stock drops as higher costs amid chip shortage ding earnings outlook</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136594667\" target=\"_blank\">芯片短缺导致成本上升影响盈利前景,思科股价下跌</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136450339\" target=\"_blank\">Chip Design Software Firm Synopsys Trounces Fiscal Second-Quarter Targets</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136450339\" target=\"_blank\">芯片设计软件公司Synopsys超额完成第二财季目标</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-drop-after-fed-minutes-crypto-fall-idUSL2N2N639Y\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-drop-after-fed-minutes-crypto-fall-idUSL2N2N639Y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129952039","content_text":"(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s goals, with some considering discussions on tapering its bond buying program.The S&P 500 added to losses after the release of the minutes revealed a number of Fed policymakers thought that if the economy continued rapid progress, it would become appropriate “at some point” in upcoming meetings to begin discussing a tapering of the Fed’s monthly purchases of government bonds, a policy designed to keep long-term interest rates low.“There continues to be a view and a perspective from the participants, as well as the Fed staff that these inflationary pressures that are beginning to become evident will remain transitory in their view and will likely recede as we transition into 2022,” said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.Strong inflation readings and signs of a worker shortage in recent weeks have fueled fears and roiled stock markets despite reassurances from Fed officials that the rise in prices would be temporary.All three main indexes hit their session lows in morning trade after opening sharply lower, then partially recovered before the release of the Fed minutes pressured them anew.The Dow Jones Industrial Average fell 164.62 points, or 0.48%, to 33,896.04, the S&P 500 lost 12.15 points, or 0.29%, to 4,115.68 and the Nasdaq Composite dropped 3.90 points, or 0.03%, to 13,299.74.Volume on U.S. exchanges was 10.70 billion shares, compared with the 10.60 billion average for the full session over the last 20 trading days.Contributing to a risk-off mood on Wednesday, Bitcoin and ether plunged in the wake of China’s move to ban financial and payment institutions from providing cryptocurrency services.The two main digital currencies fell as much as 30% and 45%, respectively, but they significantly stemmed their losses in afternoon trading after two of their biggest backers -- Tesla Inc chief Elon Musk and Ark Invest’s chief executive officer Cathie Wood -- reiterated their support for bitcoin.Crypto-exchange operator Coinbase Global ,miners Riot Blockchain and Marathon Digital Holdings saw their shares sharply decline on Wednesday.Declining issues outnumbered advancing ones on the NYSE by a 2.15-to-1 ratio; on Nasdaq, a 1.71-to-1 ratio favored decliners.The S&P 500 posted 3 new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 49 new lows.Financial Report4.5 Billion Parcels Expanded Market Share to 20.4%KE Holdings EPS beats by $0.04, beats on revenueVictoria's Secret parent L Brands swings to quarterly profit as sales riseCisco stock drops as higher costs amid chip shortage ding earnings outlookChip Design Software Firm Synopsys Trounces Fiscal Second-Quarter Targets","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":826302078,"gmtCreate":1633972209130,"gmtModify":1633972209229,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment ","listText":"For long term investment ","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/826302078","repostId":"1104700424","repostType":4,"repost":{"id":"1104700424","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":1633962193,"share":"https://www.laohu8.com/m/news/1104700424?lang=zh_CN&edition=full","pubTime":"2021-10-11 22:23","market":"us","language":"en","title":"Apple stock rose more than 1% in morning trading<blockquote>苹果股价早盘上涨逾1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104700424","media":"Tiger Newspress","summary":"Apple stock rose more than 1% in morning trading.Apple appealed the Epic Games ruling and asked to p","content":"<p>Apple stock rose more than 1% in morning trading.Apple appealed the Epic Games ruling and asked to put ordered App Store changes on hold.</p><p><blockquote>苹果股价早盘上涨逾1%。苹果对Epic Games的裁决提出上诉,并要求暂停订购的App Store变更。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2d8c8a6a273d3ea37161e8b6b988da92\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The iPhone maker gave notice last Friday (Oct 8) that it will appeal a judge's ruling in its fight with Epic Games ordering the California-based company to stop blocking developers from letting users complete in-app purchases on the Web.</p><p><blockquote>这家iPhone制造商上周五(10月8日)发出通知,将对法官在与Epic Games的斗争中的裁决提出上诉,该裁决命令这家总部位于加州的公司停止阻止开发者让用户在网络上完成应用内购买。</blockquote></p><p> It also asked the judge to put the Dec 9 deadline for App Store rule changes on hold during the appeal, which, if allowed, could keep business as usual for Apple for at least a year.</p><p><blockquote>它还要求法官在上诉期间暂停12月9日App Store规则变更的最后期限,如果允许,苹果的业务可以照常运行至少一年。</blockquote></p><p> The Sept 10 ruling largely vindicated Apple's business model, which charges commissions on developers for App Store transactions, but the judge said Apple must allow direct communication between users and app makers and permit links to the Web to complete transactions.</p><p><blockquote>9月10日的裁决在很大程度上证明了苹果的商业模式是正确的,该模式向开发者收取应用商店交易佣金,但法官表示,苹果必须允许用户和应用程序制造商之间的直接沟通,并允许链接到网络来完成交易。</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>Apple stock rose more than 1% in morning trading<blockquote>苹果股价早盘上涨逾1%</blockquote></title>\n<style 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple stock rose more than 1% in morning trading<blockquote>苹果股价早盘上涨逾1%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-11 22:23</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple stock rose more than 1% in morning trading.Apple appealed the Epic Games ruling and asked to put ordered App Store changes on hold.</p><p><blockquote>苹果股价早盘上涨逾1%。苹果对Epic Games的裁决提出上诉,并要求暂停订购的App Store变更。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2d8c8a6a273d3ea37161e8b6b988da92\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The iPhone maker gave notice last Friday (Oct 8) that it will appeal a judge's ruling in its fight with Epic Games ordering the California-based company to stop blocking developers from letting users complete in-app purchases on the Web.</p><p><blockquote>这家iPhone制造商上周五(10月8日)发出通知,将对法官在与Epic Games的斗争中的裁决提出上诉,该裁决命令这家总部位于加州的公司停止阻止开发者让用户在网络上完成应用内购买。</blockquote></p><p> It also asked the judge to put the Dec 9 deadline for App Store rule changes on hold during the appeal, which, if allowed, could keep business as usual for Apple for at least a year.</p><p><blockquote>它还要求法官在上诉期间暂停12月9日App Store规则变更的最后期限,如果允许,苹果的业务可以照常运行至少一年。</blockquote></p><p> The Sept 10 ruling largely vindicated Apple's business model, which charges commissions on developers for App Store transactions, but the judge said Apple must allow direct communication between users and app makers and permit links to the Web to complete transactions.</p><p><blockquote>9月10日的裁决在很大程度上证明了苹果的商业模式是正确的,该模式向开发者收取应用商店交易佣金,但法官表示,苹果必须允许用户和应用程序制造商之间的直接沟通,并允许链接到网络来完成交易。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104700424","content_text":"Apple stock rose more than 1% in morning trading.Apple appealed the Epic Games ruling and asked to put ordered App Store changes on hold.\n\nThe iPhone maker gave notice last Friday (Oct 8) that it will appeal a judge's ruling in its fight with Epic Games ordering the California-based company to stop blocking developers from letting users complete in-app purchases on the Web.\nIt also asked the judge to put the Dec 9 deadline for App Store rule changes on hold during the appeal, which, if allowed, could keep business as usual for Apple for at least a year.\nThe Sept 10 ruling largely vindicated Apple's business model, which charges commissions on developers for App Store transactions, but the judge said Apple must allow direct communication between users and app makers and permit links to the Web to complete transactions.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818437810,"gmtCreate":1630424834730,"gmtModify":1631889566365,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"By end of 2021, it will hit 5000 level","listText":"By end of 2021, it will hit 5000 level","text":"By end of 2021, it will hit 5000 level","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818437810","repostId":"2163185185","repostType":4,"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805917498,"gmtCreate":1627836356314,"gmtModify":1633756043872,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment ","listText":"For long term investment ","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805917498","repostId":"1122171439","repostType":4,"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803728475,"gmtCreate":1627465856397,"gmtModify":1633764745085,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment ","listText":"For long term investment ","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/803728475","repostId":"2154362911","repostType":4,"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173517994,"gmtCreate":1626669679318,"gmtModify":1633925054795,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment ","listText":"For long term investment ","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/173517994","repostId":"1111084715","repostType":4,"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186597564,"gmtCreate":1623508546158,"gmtModify":1634032261141,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"Tesla is for long term investment ","listText":"Tesla is for long term investment ","text":"Tesla is for long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/186597564","repostId":"2142206100","repostType":4,"isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105537670,"gmtCreate":1620310666690,"gmtModify":1631884484212,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"Nasdaq is continue to drop","listText":"Nasdaq is continue to drop","text":"Nasdaq is continue to drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/105537670","repostId":"1123117067","repostType":4,"repost":{"id":"1123117067","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":1620307918,"share":"https://www.laohu8.com/m/news/1123117067?lang=zh_CN&edition=full","pubTime":"2021-05-06 21:31","market":"us","language":"en","title":"Dow opens slightly higher after notching record close, S&P 500 is flat<blockquote>道指创收盘纪录后小幅高开,标普500持平</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123117067","media":"Tiger Newspress","summary":"U.S. stocks held steady on Thursday as investors awaited Friday's highly anticipated jobs report.The","content":"<p>U.S. stocks held steady on Thursday as investors awaited Friday's highly anticipated jobs report.</p><p><blockquote>美国股市周四持稳,投资者等待周五备受期待的就业报告。</blockquote></p><p>The Dow Jones Industrial Average added 40 points after reaching a record closing high in the previous session. The S&P 500 was little changed. The Nasdaq Composite dipped 0.5%.</p><p><blockquote>道琼斯工业平均指数在前一交易日创下收盘新高后上涨40点。标普500几乎没有变化。纳斯达克综合指数下跌0.5%。</blockquote></p><p>The muted action in futures came despite a better-than-expected reading onjobless claims. First-time claims for unemployment insurance totaled 498,000 for the week ended March 1, hitting a fresh pandemic-era low and better than a Dow Jones estimate of 527,000.</p><p><blockquote>尽管初请失业金人数好于预期,但期货表现平淡。截至3月1日当周,首次申请失业保险的人数为498,000人,创下大流行时期的新低,好于道琼斯估计的527,000人。</blockquote></p><p>The data came one day before April's jobs report is released on Friday.</p><p><blockquote>该数据是在周五发布4月份就业报告的前一天发布的。</blockquote></p><p>\"Job growth has been strong and increasing for the past three months. April's employment numbers are expected to show another significant gain, as layoffs were down by one-sixth during the month,\" noted Brad McMillan, chief investment officer for Commonwealth Financial Network.</p><p><blockquote>Commonwealth Financial Network首席投资官布拉德·麦克米兰(Brad McMillan)表示:“过去三个月,就业增长强劲且不断增加。预计4月份的就业数据将再次显着增长,因为当月裁员人数减少了六分之一。”</blockquote></p><p>PayPal shares jumped 4% in premarket trading to lead tech names after the company posted better-than-expected earnings andsaid revenue last quarter surged 31%.</p><p><blockquote>PayPal公布好于预期的盈利并表示上季度收入飙升31%后,该公司股价在盘前交易中上涨4%,领涨科技股。</blockquote></p><p>The Nasdaq Composite posted its fourth straight negative session on Wednesday for its longest daily losing streak since October. The tech-heavy index and S&P 500 are each lower for the week. The Dow is on track to break a two-week losing streak.</p><p><blockquote>纳斯达克综合指数周三连续第四个交易日下跌,这是自10月份以来最长的单日下跌。以科技股为主的指数和标普500本周均走低。道琼斯指数有望打破两周连跌。</blockquote></p><p>However, Etsy tanked by 11% in early trading afterwarning that sales will slowas the pandemic boost wanes.</p><p><blockquote>然而,Etsy警告称,随着疫情的提振减弱,销售将放缓,该公司在早盘交易中下跌11%。</blockquote></p><p>Shares of Gap, which have been popping in the past month along with other specialty retail as investors bet on a return to more in-person shopping, was higher again, up about 2% in early trading.</p><p><blockquote>由于投资者押注回归更多面对面购物,Gap的股价在过去一个月与其他专业零售一起飙升,该股再次走高,早盘上涨约2%。</blockquote></p><p>During Wednesday's session, the Dow gained 97 points to end at a new closing high. The 30-stock benchmark index also set a new intraday record after rising nearly 200 points at one point.</p><p><blockquote>周三盘中,道琼斯指数上涨97点,创下收盘新高。30只股票的基准指数也创下盘中新纪录,此前一度上涨近200点。</blockquote></p><p>It's too early to say whether the early gains Thursday will mark a reversal in trend.</p><p><blockquote>现在判断周四早盘的上涨是否标志着趋势逆转还为时过早。</blockquote></p><p>\"Technology sector earnings momentum relative to the broader market peaked in late May of 2020,\" said Keith Lerner, chief market strategist at Truist. \"Given that we expect the economy to grow well above trend this year and next, value stands to benefit. Indeed, when looking at the value indices, they are dominated by financials and tend to have greater exposure to economically-sensitive sectors that are more leveraged to an economic recovery.\"</p><p><blockquote>Truist首席市场策略师Keith Lerner表示:“科技行业相对于大盘的盈利势头在2020年5月下旬达到顶峰。”“鉴于我们预计今明两年经济增长将远高于趋势,价值指数将受益。事实上,在查看价值指数时,它们以金融股为主,并且往往更多地投资于对经济敏感的行业,这些行业对经济复苏的杠杆作用更大。”</blockquote></p><p>The Russell 1000 Value index has gained 16% this year, while the Russell 1000 Growth index has advanced 5%.</p><p><blockquote>罗素1000价值指数今年上涨了16%,而罗素1000增长指数上涨了5%。</blockquote></p><p>However, he added that concerns still remain in the market. For one, federal stimulus packages have boosted growth, and at some point, the economy will have to return to organic growth.</p><p><blockquote>然而,他补充说,市场上仍然存在担忧。首先,联邦刺激计划提振了经济增长,在某个时候,经济将不得不恢复有机增长。</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>Dow opens slightly higher after notching record close, S&P 500 is flat<blockquote>道指创收盘纪录后小幅高开,标普500持平</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\">\nDow opens slightly higher after notching record close, S&P 500 is flat<blockquote>道指创收盘纪录后小幅高开,标普500持平</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\">2021-05-06 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stocks held steady on Thursday as investors awaited Friday's highly anticipated jobs report.</p><p><blockquote>美国股市周四持稳,投资者等待周五备受期待的就业报告。</blockquote></p><p>The Dow Jones Industrial Average added 40 points after reaching a record closing high in the previous session. The S&P 500 was little changed. The Nasdaq Composite dipped 0.5%.</p><p><blockquote>道琼斯工业平均指数在前一交易日创下收盘新高后上涨40点。标普500几乎没有变化。纳斯达克综合指数下跌0.5%。</blockquote></p><p>The muted action in futures came despite a better-than-expected reading onjobless claims. First-time claims for unemployment insurance totaled 498,000 for the week ended March 1, hitting a fresh pandemic-era low and better than a Dow Jones estimate of 527,000.</p><p><blockquote>尽管初请失业金人数好于预期,但期货表现平淡。截至3月1日当周,首次申请失业保险的人数为498,000人,创下大流行时期的新低,好于道琼斯估计的527,000人。</blockquote></p><p>The data came one day before April's jobs report is released on Friday.</p><p><blockquote>该数据是在周五发布4月份就业报告的前一天发布的。</blockquote></p><p>\"Job growth has been strong and increasing for the past three months. April's employment numbers are expected to show another significant gain, as layoffs were down by one-sixth during the month,\" noted Brad McMillan, chief investment officer for Commonwealth Financial Network.</p><p><blockquote>Commonwealth Financial Network首席投资官布拉德·麦克米兰(Brad McMillan)表示:“过去三个月,就业增长强劲且不断增加。预计4月份的就业数据将再次显着增长,因为当月裁员人数减少了六分之一。”</blockquote></p><p>PayPal shares jumped 4% in premarket trading to lead tech names after the company posted better-than-expected earnings andsaid revenue last quarter surged 31%.</p><p><blockquote>PayPal公布好于预期的盈利并表示上季度收入飙升31%后,该公司股价在盘前交易中上涨4%,领涨科技股。</blockquote></p><p>The Nasdaq Composite posted its fourth straight negative session on Wednesday for its longest daily losing streak since October. The tech-heavy index and S&P 500 are each lower for the week. The Dow is on track to break a two-week losing streak.</p><p><blockquote>纳斯达克综合指数周三连续第四个交易日下跌,这是自10月份以来最长的单日下跌。以科技股为主的指数和标普500本周均走低。道琼斯指数有望打破两周连跌。</blockquote></p><p>However, Etsy tanked by 11% in early trading afterwarning that sales will slowas the pandemic boost wanes.</p><p><blockquote>然而,Etsy警告称,随着疫情的提振减弱,销售将放缓,该公司在早盘交易中下跌11%。</blockquote></p><p>Shares of Gap, which have been popping in the past month along with other specialty retail as investors bet on a return to more in-person shopping, was higher again, up about 2% in early trading.</p><p><blockquote>由于投资者押注回归更多面对面购物,Gap的股价在过去一个月与其他专业零售一起飙升,该股再次走高,早盘上涨约2%。</blockquote></p><p>During Wednesday's session, the Dow gained 97 points to end at a new closing high. The 30-stock benchmark index also set a new intraday record after rising nearly 200 points at one point.</p><p><blockquote>周三盘中,道琼斯指数上涨97点,创下收盘新高。30只股票的基准指数也创下盘中新纪录,此前一度上涨近200点。</blockquote></p><p>It's too early to say whether the early gains Thursday will mark a reversal in trend.</p><p><blockquote>现在判断周四早盘的上涨是否标志着趋势逆转还为时过早。</blockquote></p><p>\"Technology sector earnings momentum relative to the broader market peaked in late May of 2020,\" said Keith Lerner, chief market strategist at Truist. \"Given that we expect the economy to grow well above trend this year and next, value stands to benefit. Indeed, when looking at the value indices, they are dominated by financials and tend to have greater exposure to economically-sensitive sectors that are more leveraged to an economic recovery.\"</p><p><blockquote>Truist首席市场策略师Keith Lerner表示:“科技行业相对于大盘的盈利势头在2020年5月下旬达到顶峰。”“鉴于我们预计今明两年经济增长将远高于趋势,价值指数将受益。事实上,在查看价值指数时,它们以金融股为主,并且往往更多地投资于对经济敏感的行业,这些行业对经济复苏的杠杆作用更大。”</blockquote></p><p>The Russell 1000 Value index has gained 16% this year, while the Russell 1000 Growth index has advanced 5%.</p><p><blockquote>罗素1000价值指数今年上涨了16%,而罗素1000增长指数上涨了5%。</blockquote></p><p>However, he added that concerns still remain in the market. For one, federal stimulus packages have boosted growth, and at some point, the economy will have to return to organic growth.</p><p><blockquote>然而,他补充说,市场上仍然存在担忧。首先,联邦刺激计划提振了经济增长,在某个时候,经济将不得不恢复有机增长。</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":"1123117067","content_text":"U.S. stocks held steady on Thursday as investors awaited Friday's highly anticipated jobs report.The Dow Jones Industrial Average added 40 points after reaching a record closing high in the previous session. The S&P 500 was little changed. The Nasdaq Composite dipped 0.5%.The muted action in futures came despite a better-than-expected reading onjobless claims. First-time claims for unemployment insurance totaled 498,000 for the week ended March 1, hitting a fresh pandemic-era low and better than a Dow Jones estimate of 527,000.The data came one day before April's jobs report is released on Friday.\"Job growth has been strong and increasing for the past three months. April's employment numbers are expected to show another significant gain, as layoffs were down by one-sixth during the month,\" noted Brad McMillan, chief investment officer for Commonwealth Financial Network.PayPal shares jumped 4% in premarket trading to lead tech names after the company posted better-than-expected earnings andsaid revenue last quarter surged 31%.The Nasdaq Composite posted its fourth straight negative session on Wednesday for its longest daily losing streak since October. The tech-heavy index and S&P 500 are each lower for the week. The Dow is on track to break a two-week losing streak.However, Etsy tanked by 11% in early trading afterwarning that sales will slowas the pandemic boost wanes.Shares of Gap, which have been popping in the past month along with other specialty retail as investors bet on a return to more in-person shopping, was higher again, up about 2% in early trading.During Wednesday's session, the Dow gained 97 points to end at a new closing high. The 30-stock benchmark index also set a new intraday record after rising nearly 200 points at one point.It's too early to say whether the early gains Thursday will mark a reversal in trend.\"Technology sector earnings momentum relative to the broader market peaked in late May of 2020,\" said Keith Lerner, chief market strategist at Truist. \"Given that we expect the economy to grow well above trend this year and next, value stands to benefit. Indeed, when looking at the value indices, they are dominated by financials and tend to have greater exposure to economically-sensitive sectors that are more leveraged to an economic recovery.\"The Russell 1000 Value index has gained 16% this year, while the Russell 1000 Growth index has advanced 5%.However, he added that concerns still remain in the market. For one, federal stimulus packages have boosted growth, and at some point, the economy will have to return to organic growth.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":867241355,"gmtCreate":1633278011317,"gmtModify":1633278011712,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment ","listText":"For long term investment ","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/867241355","repostId":"1195986801","repostType":4,"repost":{"id":"1195986801","kind":"news","pubTimestamp":1633237941,"share":"https://www.laohu8.com/m/news/1195986801?lang=zh_CN&edition=full","pubTime":"2021-10-03 13:12","market":"sh","language":"en","title":"Why Tesla's Q3 Numbers Are 'Eye Popping' and Hard to Poke Holes In<blockquote>为什么特斯拉第三季度的数据“令人瞠目结舌”且难以发现漏洞</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195986801","media":"Benzinga","summary":"Tesla, Inc. reported Saturday record quarterly deliveries despite the surrounding turbulence. An analyst at Wedbush Securities sees the performance as \"massive.\". The Tesla Analyst:Daniel Ives maintained an Outperform rating and $1,000 price target for Tesla shares.The Tesla Thesis:Tesla's third-quarter deliveries of 241,000 beat even the bull-case whisper number on the Street, analyst Ives said in a note. The strength, the analyst said, was driven byrobust Model 3/Y salesof 232, 000.Total produ","content":"<p><div> Tesla, Inc. reported Saturday record quarterly deliveries despite the surrounding turbulence. An analyst at Wedbush Securities sees the performance as \"massive.\" The Tesla Analyst:Daniel Ives ...</p><p><blockquote><div>尽管周围局势动荡,特斯拉公司周六公布了创纪录的季度交付量。韦德布什证券(Wedbush Securities)的一位分析师认为这一业绩“巨大”。特斯拉分析师:Daniel Ives...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/10/23207870/why-teslas-q3-numbers-are-eye-popping-and-hard-to-poke-holes-in\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/10/23207870/why-teslas-q3-numbers-are-eye-popping-and-hard-to-poke-holes-in\">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>Why Tesla's Q3 Numbers Are 'Eye Popping' and Hard to Poke Holes In<blockquote>为什么特斯拉第三季度的数据“令人瞠目结舌”且难以发现漏洞</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla's Q3 Numbers Are 'Eye Popping' and Hard to Poke Holes In<blockquote>为什么特斯拉第三季度的数据“令人瞠目结舌”且难以发现漏洞</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-10-03 13:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Tesla, Inc. reported Saturday record quarterly deliveries despite the surrounding turbulence. An analyst at Wedbush Securities sees the performance as \"massive.\" The Tesla Analyst:Daniel Ives ...</p><p><blockquote><div>尽管周围局势动荡,特斯拉公司周六公布了创纪录的季度交付量。韦德布什证券(Wedbush Securities)的一位分析师认为这一业绩“巨大”。特斯拉分析师:Daniel Ives...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/10/23207870/why-teslas-q3-numbers-are-eye-popping-and-hard-to-poke-holes-in\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/10/23207870/why-teslas-q3-numbers-are-eye-popping-and-hard-to-poke-holes-in\">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/analyst-ratings/analyst-color/21/10/23207870/why-teslas-q3-numbers-are-eye-popping-and-hard-to-poke-holes-in\">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":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/10/23207870/why-teslas-q3-numbers-are-eye-popping-and-hard-to-poke-holes-in","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195986801","content_text":"Tesla, Inc. reported Saturday record quarterly deliveries despite the surrounding turbulence. An analyst at Wedbush Securities sees the performance as \"massive.\"\nThe Tesla Analyst:Daniel Ives maintained an Outperform rating and $1,000 price target for Tesla shares.\nThe Tesla Thesis:Tesla's third-quarter deliveries of 241,000 beat even the bull-case whisper number on the Street, analyst Ives said in a note. The strength, the analyst said, was driven byrobust Model 3/Y salesof 232, 000.\nTotal production in the quarter was 238,000, about 10,000 ahead of Wedbush's and Street estimates, the analyst said.\n\"Taking a step back, with the chip shortage a major overhang on the auto space and logistical issues globally, these delivery numbers were \"eye-popping\" and speak to an EV demand trajectory that looks quite robust for Tesla heading into 4Q and 2022,\" Ives wrote in the note.\nWedbush's estimate of 150,000 deliveries for September, according to the analyst, is a clear indicator of the green tidal wave taking hold for Tesla across the board. China demand may have rebounded in the quarter and will be a focus for the bulls digesting these results, he added.\n\"In a nutshell, these numbers are hard to poke holes in and will be a major feather in the cap for the bulls on Monday morning and should improve broader sentiment on the EV space as a whole,\" Wedbush said.\nTesla Price Action:Tesla shares closed Friday's session down 0.03% at $775.22 and were down an incremental 0.03% in after-hours trading.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":806730892,"gmtCreate":1627692946216,"gmtModify":1633757110674,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"There are good Chinese stocks worth to invest ","listText":"There are good Chinese stocks worth to invest ","text":"There are good Chinese stocks worth to invest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/806730892","repostId":"1109883672","repostType":4,"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125776871,"gmtCreate":1624700751593,"gmtModify":1633949440503,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"Apple for long term investment ","listText":"Apple for long term investment ","text":"Apple for long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/125776871","repostId":"1108941456","repostType":4,"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191127592,"gmtCreate":1620865462016,"gmtModify":1634195803330,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"Environmental issue is always a concern ","listText":"Environmental issue is always a concern ","text":"Environmental issue is always a concern","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/191127592","repostId":"1123539919","repostType":4,"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":840801360,"gmtCreate":1635612915220,"gmtModify":1635612915330,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment ","listText":"For long term investment ","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/840801360","repostId":"2179241322","repostType":4,"isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}