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to take the sweet spot n goes higher 👌😂","listText":"Time to take the sweet spot n goes higher 👌😂","text":"Time to take the sweet spot n goes higher 👌😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639049634","repostId":"1101171902","repostType":4,"repost":{"id":"1101171902","pubTimestamp":1643096925,"share":"https://www.laohu8.com/m/news/1101171902?lang=&edition=full","pubTime":"2022-01-25 15:48","market":"us","language":"en","title":"Time for Electrics to Perform for Ford Motor Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1101171902","media":"InvestorPlace","summary":"Last year was a great time to own Ford Motor(NYSE:F) stock.With analysts like TV’s Jim Cramer poundi","content":"<html><head></head><body><p>Last year was a great time to own <b>Ford Motor</b>(NYSE:<b><u>F</u></b>) stock.</p><p>With analysts like TV’s Jim Cramer pounding the table for it, the value of Ford shares doubled during 2021. The fourth quarter was especially sweet, with Ford selling over 500,000 cars in the U.S., more than <b>General Motors</b>(NYSE:<b><u>GM</u></b>) or even <b>Toyota</b>(NYSE:<b><u>TM</u></b>).</p><p>Most were full-size pick-ups, the kind that make a sedan owner feel like Gulliver in Lilliput when surrounded by them in a parking lot. The Ford F-150 pick-up was the best-selling vehicle in America last year, with over 726,000 sold.</p><p>That’s why the apple of speculators’ eye is the electric version of the Ford F-150, dubbed the Lightning. It’s so hot <i>The New Yorker</i> profiled it.</p><p>F Stock: Performance Is Key</p><p>But the time for speculation is past. Ford must perform in the market. Unlike Tesla (NASDAQ:<b><u>TSLA</u></b>), Ford must sell the Lightning through dealers, which are independent businesses. The focus there is on avoiding price gouging. If you’re worried about the rest of the business, don’t. Ford is telling dealers to stop taking orders on its gas-powered Maverick pick-up. This year’s production is sold out.</p><p>The worries over sales have sent Ford stock skidding like worn tires on an icy road. The shares have lost 20% of their value and should lose more on Jan. 24. Still, at about $19.50/share, they’re dirt cheap, compared with any pure electric car stock. The market cap of $82 billion is less than last year’s $134 billion in sales. The price to earnings ratio at Ford is 29 and the dividend yields nearly 2%.</p><p>One cause for the drop was Ford’s decision to move the gaining its <b>Rivian</b>(NASDAQ:<b><u>RIVN</u></b>) shares to 2022, instead of booking the profit in 2021. But all the car stocks are down right now, as is the market. Tesla’s recent 25% skid has cost its investors over $300 billion. Ford’s drop has cost just $20 billion in market cap.</p><p>Worries about financing the electric transition, which dominated last decade when I pounded the table for Ford stock, are now gone. Ford is getting the $30 billion it needs for electric car factories from cash flow. That’s what <b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>) and <b>Alphabet</b>(NASDAQ:<b><u>GOOGL</u></b>) do, not what<b>AT&T</b>(NYSE:<b><u>T</u></b>) does. It should give Ford firmer financial footing than the start-ups, like Rivian and <b>Lucid Group</b>(NASDAQ:<b><u>LCID</u></b>), which will need to sell stock or debt when their current cash is spent.</p><p>See You After the War</p><p>The threat of war is hurting many stocks right now. It should help Ford, which bought defense contractor Quantum Signal in 2019. Ford got an $8.6 billion military contract just in November. The $750 billion U.S. military budget can provide a soft cushion in hard times.</p><p>Ford Chairman William Ford has been doubling-down on his own stock in the last year, and now holds 23% of the voting shares. That’s bigger than Elon Musk’s share of Tesla common, which is about21%, and Musk has been selling.</p><p>The Bottom Line</p><p>This is a fraught time for the electric car revolution.</p><p>Up to this point, luxury vehicles have been drawing buyers ahead of production. That should remain the case in 2022, especially in the pick-up market Ford dominates.</p><p>In the short run, my own worries here are overdone. Whichever way the market goes, save complete collapse, Ford looks well-positioned. It has moved its gas-powered production to high-profit vehicles and is now offering electric versions of those vehicles. The result may be some demand replacement – people buying electric pick-ups aren’t buying gas-powered pick-ups. But overall things are going in the right direction.</p><p>I’d much rather own Ford stock than Tesla, and that’s a very strange sentence to write. When the current panic ends, I might get some.</p></body></html>","source":"lsy1606302653667","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>Time for Electrics to Perform for Ford Motor Stock</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTime for Electrics to Perform for Ford Motor Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 15:48 GMT+8 <a href=https://investorplace.com/2022/01/f-stock-time-for-electrics-to-perform-for-ford-motor/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last year was a great time to own Ford Motor(NYSE:F) stock.With analysts like TV’s Jim Cramer pounding the table for it, the value of Ford shares doubled during 2021. The fourth quarter was especially...</p>\n\n<a href=\"https://investorplace.com/2022/01/f-stock-time-for-electrics-to-perform-for-ford-motor/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车"},"source_url":"https://investorplace.com/2022/01/f-stock-time-for-electrics-to-perform-for-ford-motor/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101171902","content_text":"Last year was a great time to own Ford Motor(NYSE:F) stock.With analysts like TV’s Jim Cramer pounding the table for it, the value of Ford shares doubled during 2021. The fourth quarter was especially sweet, with Ford selling over 500,000 cars in the U.S., more than General Motors(NYSE:GM) or even Toyota(NYSE:TM).Most were full-size pick-ups, the kind that make a sedan owner feel like Gulliver in Lilliput when surrounded by them in a parking lot. The Ford F-150 pick-up was the best-selling vehicle in America last year, with over 726,000 sold.That’s why the apple of speculators’ eye is the electric version of the Ford F-150, dubbed the Lightning. It’s so hot The New Yorker profiled it.F Stock: Performance Is KeyBut the time for speculation is past. Ford must perform in the market. Unlike Tesla (NASDAQ:TSLA), Ford must sell the Lightning through dealers, which are independent businesses. The focus there is on avoiding price gouging. If you’re worried about the rest of the business, don’t. Ford is telling dealers to stop taking orders on its gas-powered Maverick pick-up. This year’s production is sold out.The worries over sales have sent Ford stock skidding like worn tires on an icy road. The shares have lost 20% of their value and should lose more on Jan. 24. Still, at about $19.50/share, they’re dirt cheap, compared with any pure electric car stock. The market cap of $82 billion is less than last year’s $134 billion in sales. The price to earnings ratio at Ford is 29 and the dividend yields nearly 2%.One cause for the drop was Ford’s decision to move the gaining its Rivian(NASDAQ:RIVN) shares to 2022, instead of booking the profit in 2021. But all the car stocks are down right now, as is the market. Tesla’s recent 25% skid has cost its investors over $300 billion. Ford’s drop has cost just $20 billion in market cap.Worries about financing the electric transition, which dominated last decade when I pounded the table for Ford stock, are now gone. Ford is getting the $30 billion it needs for electric car factories from cash flow. That’s what Amazon (NASDAQ:AMZN) and Alphabet(NASDAQ:GOOGL) do, not whatAT&T(NYSE:T) does. It should give Ford firmer financial footing than the start-ups, like Rivian and Lucid Group(NASDAQ:LCID), which will need to sell stock or debt when their current cash is spent.See You After the WarThe threat of war is hurting many stocks right now. It should help Ford, which bought defense contractor Quantum Signal in 2019. Ford got an $8.6 billion military contract just in November. The $750 billion U.S. military budget can provide a soft cushion in hard times.Ford Chairman William Ford has been doubling-down on his own stock in the last year, and now holds 23% of the voting shares. That’s bigger than Elon Musk’s share of Tesla common, which is about21%, and Musk has been selling.The Bottom LineThis is a fraught time for the electric car revolution.Up to this point, luxury vehicles have been drawing buyers ahead of production. That should remain the case in 2022, especially in the pick-up market Ford dominates.In the short run, my own worries here are overdone. Whichever way the market goes, save complete collapse, Ford looks well-positioned. It has moved its gas-powered production to high-profit vehicles and is now offering electric versions of those vehicles. The result may be some demand replacement – people buying electric pick-ups aren’t buying gas-powered pick-ups. But overall things are going in the right direction.I’d much rather own Ford stock than Tesla, and that’s a very strange sentence to write. When the current panic ends, I might get some.","news_type":1},"isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639009941,"gmtCreate":1643071613672,"gmtModify":1643071615019,"author":{"id":"3567852837945728","authorId":"3567852837945728","name":"setia100","avatar":"https://static.tigerbbs.com/ab829aea9ea019146d40958fbc54f09b","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Turbulent situation... not a good sign...🥵","listText":"Turbulent situation... not a good sign...🥵","text":"Turbulent situation... not a good sign...🥵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639009941","repostId":"1130960069","repostType":2,"repost":{"id":"1130960069","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643068822,"share":"https://www.laohu8.com/m/news/1130960069?lang=&edition=full","pubTime":"2022-01-25 08:00","market":"hk","language":"zh","title":"昨夜今晨：美股上演“惊魂一夜”！纳指收复4.9%跌幅","url":"https://stock-news.laohu8.com/highlight/detail?id=1130960069","media":"老虎资讯综合","summary":"摘要：①美股三大股指盘中暴跌后尾盘强势转涨，纳指涨0.63%；美油跌2.15%；②俄乌剑拔弩张，卢布一度跌超2%，欧股全线下挫；③俄罗斯货币卢布汇率波动指标升至2020年11月以来的最高水平，俄股市一","content":"<html><head></head><body><blockquote>摘要：①美股三大股指盘中暴跌后尾盘强势转涨，纳指涨0.63%；美油跌2.15%；②俄乌剑拔弩张，卢布一度跌超2%，欧股全线下挫；③俄罗斯货币卢布汇率波动指标升至2020年11月以来的最高水平，俄股市一度大跌逾10%。</blockquote><p>海外市场</p><p>1、美股上演“惊魂一夜”！纳指收复4.9%跌幅</p><p>1月24日周一，道指开盘跌近400点且连跌七日，标普500指数跌1.6%且连跌五日，纳指再跌2%。指数跌幅迅速扩大，标普大盘从三周前所创盘中新高回落10%，进入技术性回调区间。</p><p>开盘不到两个半小时，慌性抛售加剧，科技股居多的纳指和纳指100均跌超4%，道指跌幅扩大至950点，标普跌3.4%，美油WTI跌超3%。</p><p>开盘快三小时，道指跌超1000点，罗素2000小盘股指数较去年11月的收盘历史最高回落20%，进入技术位熊市。“恐慌指数”VIX最高上逼39，创2020年11月以来的一年多最高，涨35%为去年11月奥密克戎消息前爆发以来最大涨幅。</p><p>收盘前两个小时，美股跌幅大幅收窄至午盘时的一半，标普跌1.4%，道指跌430点，纳指跌1.35%。收盘前半小时，三大股指跌幅收窄至不足1%，小盘股率先转涨。收盘前25分钟，纳指和费城半导体指数转涨，罗素2000涨超1.5%领跑。</p><p>截至收盘，道指收涨0.29%，标普500指数涨0.28%，纳指涨0.63%，自2008年金融危机以来，纳指首次盘中跌超4%后转而收涨。</p><p>大型科技股涨跌不一，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌0.49%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨0.11%，<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>涨0.22%，亚马涨1.33%，Meta涨1.83%，<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌2.6%。</p><p>2、热门中概股周一收盘多数走低 <a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超9%</p><p>热门中概股周一收盘多数走低，新能源汽车股大跌，蔚来汽车跌超9%。</p><p>阿里巴巴收跌超2%，百度跌近5%，腾讯ADR跌0.8%，拼多多跌超3%，B站跌2.5%，爱奇艺跌0.5%。</p><p><a href=\"https://laohu8.com/S/TOUR\">途牛</a>、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>跌超10%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超5%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/QTT\">趣头条</a>跌近5%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、跌超3%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、跌超2%，雾芯科技跌近2%，<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>跌超1%。</p><p>新能源汽车股中，蔚来汽车跌超9%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超4%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%。</p><p>3、欧股周一全线暴跌 创19个月以来最大单日跌幅</p><p>欧洲股市周一暴跌，创三个月来最糟糕的单日交易记录。斯托克欧洲600指数下跌至45640点，跌幅3.8%。这是自2020年6月11日以来最严重的单日跌幅。</p><p>德国DAX指数下跌3.80%，法国CAC 40指数下跌3.97%，英国FTSE 100指数下跌2.63%。</p><p>Exante 的高级经济学家表示：“本周开局不佳之前，风险资产刚刚经历了相当熊市的一周。投资者对<a href=\"https://laohu8.com/S/BAC\">美国银行</a>第四季度的盈利结果并不满意，而在更宏观的层面上，对美联储收紧政策和全球高通胀水平的担忧也严重打压了风险偏好。”</p><p>4、国际原油周一收跌 WTI原油期货跌2.15%</p><p>国际原油周一收跌，WTI 3月原油期货收跌1.83美元，跌幅2.15%，报83.31美元/桶。</p><p>布伦特3月原油期货收跌1.62美元，跌幅1.84%，报86.27美元/桶。</p><p>此次抛售是由金融市场更广泛的波动推动的，美元兑其他货币走强，也对油价造成了影响，因为油价变高，对海外买家的吸引力也会降低。</p><p>5、黄金期货周一收高0.54% 美股大跌令金价获得支撑</p><p>BullionVault研究主管Adrian Ash表示：“黄金作为投资组合的保险显然受到青睐。利率上升通常会给黄金带来不利影响，但由于政治上不可能用廉价资金拯救股票投资者，因此美联储加息太晚的风险现在变得更糟了”。</p><p>纽约商品交易所黄金期货市场交投最活跃的2月黄金期价24日比前一交易日上涨9.9美元，收于每盎司1841.7美元，涨幅为0.54%。</p><p>6、比特币止跌回升 风险资产反弹帮助其扭转连续五天的跌势</p><p>加密货币尾盘反弹与美国股市的上涨如出一辙。比特币与纳斯达克100指数的40天相关系数已经达到近0.66，是2010年开始汇编相关数据以来的最高水平。比特币与标普500指数的一个类似相关系数也处于创纪录水平。</p><p>近几周来，加密货币遭遇了广泛的抛售压力，交易员指出美联储发出鹰派信号以及科技股下跌促使投资者逃离风险资产。自去年11月创下69000美元的历史高位以来，比特币已下跌逾50%。</p><p>国际宏观</p><p>1、受奥米克戎疫情的影响 美国商业活动几乎停滞</p><p>IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a>周一公布的数据显示，12月综合采购经理指数初值下滑6.2个点，至18个月低点50.8。数据高于50暗示扩张。</p><p>服务业指标同样跌至2020年7月以来的最低水平，劳动力短缺和员工缺勤令服务业活动承压。</p><p>制造业指数跌幅相比之下较为温和，但是指数仍旧为2020年10月以来的新低，供应链依然不畅，产出受限。</p><p>“产出受到奥米克戎的影响比需求受到的影响大得多，新业务流入的强劲增长暗示一旦限制得以缓和，增速就会重新恢复，”IHS Markit首席商业经济学家Chris Williamson表示。</p><p>2、美国食品价格连番大涨 巨头企业与拜登政府互怼</p><p>食品公司表示，价格上涨符合市场规律，极端天气和疫情对供应链的干扰增加了生产成本，减少了食品供给；与此同时，美国境内外的需求都在增加。但拜登政府和一些参议员则认为，行业垄断才是涨价的主要源头，少数巨头公司有能力抬高价格，并从通货膨胀中获利。</p><p>3、俄乌剑拔弩张，金融市场风声鹤唳! 卢布一度跌超2%，欧股全线下挫</p><p>俄罗斯和乌克兰的政府债券、货币和股市已经受到冲击，事态升级有可能引发投资者匆忙撤离。</p><p>尽管美国和欧洲尚未讨论对俄罗斯大宗商品的制裁，但冲突有可能会破坏天然气和小麦期货价格的稳定，甚至威胁到欧股短期走势。</p><p>近期，随着一些投资者转向寻找最安全的资产，他们对美债的投资兴趣激增。</p><p>欧盟外长将于周一与美国国务卿布林肯讨论乌克兰问题，有分析人士认为在此期间金融市场的波动可能将加剧</p><p>4、世卫组织：今年有望结束疫情的最严重阶段</p><p>世卫组织总干事谭德塞表示，在可预见的未来，人类将与新冠病毒共存，当前形势下很可能出现更多变异株。如果各国能全面使用所有战略和工具，今年就可以结束疫情的最严重阶段，新冠疫情将不再是全球突发公共卫生事件。</p><p>5、德国电气产业2021年销售额有望首次突破2000亿欧元</p><p>2021年1月至11月期间，德国电子电气行业生产增长近9%，销售额同比增长近10%。该协会预计2021年行业整体销售额有望第一次突破2000亿欧元大关。</p><p>该协会主席冈瑟·凯格尔称，受益于对其他国家的出口增加，几乎所有电气子行业都取得“积极发展”。其中，电池行业增长了近40% 。</p><p>6、德国总理：将推动新一轮新冠疫苗接种运动</p><p>德国总理朔尔茨在会后的新闻发布会上表示，德国需要坚持现行的防疫措施，同时大力推进新一轮的疫苗接种运动。</p><p>朔尔茨称，虽然德国在疫苗接种方面已经取得了一定成果，但还远远不够。</p><p>7、交易员预测美股下跌不会让美联储暂缓紧缩 3月加息箭在弦上</p><p>历史上美国股市和其他风险资产的急剧下跌曾经令决策者暂时止步，但这次，即便是在当前科技股带领股市大跌的情况下，对今年加息的押注依然没有动摇，</p><p>掉期市场显示， 美联储3月料加息25个基点，市场预期2022年全年接近加息一个完整百分点 。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2206888889\" target=\"_blank\">助力元宇宙基建 Meta推出新一代人工智能超级计算机</a></p><p>前身为脸书的<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>， Inc．在其官网推出了公司的“人工智能研究超级集群”（AI Research SuperCluster，下文简称“RSC”）。</p><p>Meta认为，RSC是目前世界上运行速度最快的一批人工智能（AI）超级计算机之一，“一旦在2022年中期完全建成，它将正式成为世界上最快的AI超级计算机。”</p><p>2、<a href=\"https://laohu8.com/NW/2206002788\" target=\"_blank\">美国三州和华盛顿特区起诉谷歌不当获取用户位置数据</a></p><p>华盛顿州总检察长卡尔·拉辛（Karl Racine）在一份声明中表示：“谷歌错误地引导消费者相信，更改他们的账户和设备设置可以保护他们的隐私，并能够限制（谷歌）公司访问他们的个人数据。”据报道，得克萨斯州、华盛顿州和印第安纳州的总检察长也将在各自的州提出诉讼。</p><p>3、<a href=\"https://laohu8.com/NW/2206002095\" target=\"_blank\">亚马逊将开设首家实体时装店 智能算法、魔法衣橱成亮点</a></p><p>电商巨头亚马逊再次将触角伸向实体产业。1月20日，它宣布将开设首家时装店，并在店中加入科技元素，包括算法推荐和“魔法衣橱”，但尚未公布具体开店时间。</p><p>据悉，这家新店名为“亚马逊风”（Amazon Style），将开设在大洛杉矶地区的The Americana at Brand商场内，与Nordstrom百货、<a href=\"https://laohu8.com/S/URBN\">Urban Outfitters</a>、J。 Crew、H&M等店铺为邻。按照亚马逊风总经理西莫伊娜·瓦森（Simoina Vasen）的说法，如果不能大大改善客户的购物体验，亚马逊就“没有参与实体零售业的必要”。</p><p>4、<a href=\"https://laohu8.com/NW/2205004571\" target=\"_blank\">默沙东又输一局？传EMA将优先审批辉瑞新冠口服药</a></p><p>去年12月，欧洲药品监管局（EMA）就如何将这两种药物用作紧急治疗向成员国提供了指导，同时进行了滚动审查，使得成员国得以在欧盟正式批准之前采用这两种药物。意大利、德国和比利时等少数几个欧盟国家采购了Paxlovid和Molnupiravir。</p><p>消息人士称，尽管默沙东比辉瑞更早提出申请，但他们提交最终疗效数据的时间更晚，因此欧洲监管机构花了更多时间来审查最后的数据。</p><p>5、<a href=\"https://laohu8.com/NW/2205009377\" target=\"_blank\">蔚来成立近800万美元保险经纪公司，盘前延续上周五跌势</a></p><p>而蔚来也并非第一家设立保险经纪公司的企业，早在2020年8月份，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>（TSLA.US）就成立了相同性质的公司，由特斯拉汽车香港有限公司100%控股。</p><p>此外，2021年12月27日，上海保险交易所上线新能源车险交易平台（以下简称交易平台），并首批挂牌人保财险、平安财险、太保产险等12家财险公司的新能源汽车专属保险产品，为新能源汽车专属保险产品落地服务提供支持。</p><p>6、<a href=\"https://laohu8.com/NW/2206788598\" target=\"_blank\">IBM第四季度营收创十年来最大增幅，盘后一度飙升7%</a></p><p>美股周一盘后，<a href=\"https://laohu8.com/S/IBM\">IBM</a>公布了截止2021年12月31日的第四季度财报。财报显示，公司营收高和每股收益均超出了分析师的预期，IBM美股盘后涨幅从2.95%一度扩大至6.99%。年初以来，IBM的股价累计下跌5.31%，优于同期标准普尔全球100指数累计8.71%的跌幅。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨：美股上演“惊魂一夜”！纳指收复4.9%跌幅\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-25 08:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要：①美股三大股指盘中暴跌后尾盘强势转涨，纳指涨0.63%；美油跌2.15%；②俄乌剑拔弩张，卢布一度跌超2%，欧股全线下挫；③俄罗斯货币卢布汇率波动指标升至2020年11月以来的最高水平，俄股市一度大跌逾10%。</blockquote><p>海外市场</p><p>1、美股上演“惊魂一夜”！纳指收复4.9%跌幅</p><p>1月24日周一，道指开盘跌近400点且连跌七日，标普500指数跌1.6%且连跌五日，纳指再跌2%。指数跌幅迅速扩大，标普大盘从三周前所创盘中新高回落10%，进入技术性回调区间。</p><p>开盘不到两个半小时，慌性抛售加剧，科技股居多的纳指和纳指100均跌超4%，道指跌幅扩大至950点，标普跌3.4%，美油WTI跌超3%。</p><p>开盘快三小时，道指跌超1000点，罗素2000小盘股指数较去年11月的收盘历史最高回落20%，进入技术位熊市。“恐慌指数”VIX最高上逼39，创2020年11月以来的一年多最高，涨35%为去年11月奥密克戎消息前爆发以来最大涨幅。</p><p>收盘前两个小时，美股跌幅大幅收窄至午盘时的一半，标普跌1.4%，道指跌430点，纳指跌1.35%。收盘前半小时，三大股指跌幅收窄至不足1%，小盘股率先转涨。收盘前25分钟，纳指和费城半导体指数转涨，罗素2000涨超1.5%领跑。</p><p>截至收盘，道指收涨0.29%，标普500指数涨0.28%，纳指涨0.63%，自2008年金融危机以来，纳指首次盘中跌超4%后转而收涨。</p><p>大型科技股涨跌不一，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌0.49%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨0.11%，<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>涨0.22%，亚马涨1.33%，Meta涨1.83%，<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌2.6%。</p><p>2、热门中概股周一收盘多数走低 <a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超9%</p><p>热门中概股周一收盘多数走低，新能源汽车股大跌，蔚来汽车跌超9%。</p><p>阿里巴巴收跌超2%，百度跌近5%，腾讯ADR跌0.8%，拼多多跌超3%，B站跌2.5%，爱奇艺跌0.5%。</p><p><a href=\"https://laohu8.com/S/TOUR\">途牛</a>、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>跌超10%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超5%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/QTT\">趣头条</a>跌近5%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、跌超3%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、跌超2%，雾芯科技跌近2%，<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>跌超1%。</p><p>新能源汽车股中，蔚来汽车跌超9%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超4%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%。</p><p>3、欧股周一全线暴跌 创19个月以来最大单日跌幅</p><p>欧洲股市周一暴跌，创三个月来最糟糕的单日交易记录。斯托克欧洲600指数下跌至45640点，跌幅3.8%。这是自2020年6月11日以来最严重的单日跌幅。</p><p>德国DAX指数下跌3.80%，法国CAC 40指数下跌3.97%，英国FTSE 100指数下跌2.63%。</p><p>Exante 的高级经济学家表示：“本周开局不佳之前，风险资产刚刚经历了相当熊市的一周。投资者对<a href=\"https://laohu8.com/S/BAC\">美国银行</a>第四季度的盈利结果并不满意，而在更宏观的层面上，对美联储收紧政策和全球高通胀水平的担忧也严重打压了风险偏好。”</p><p>4、国际原油周一收跌 WTI原油期货跌2.15%</p><p>国际原油周一收跌，WTI 3月原油期货收跌1.83美元，跌幅2.15%，报83.31美元/桶。</p><p>布伦特3月原油期货收跌1.62美元，跌幅1.84%，报86.27美元/桶。</p><p>此次抛售是由金融市场更广泛的波动推动的，美元兑其他货币走强，也对油价造成了影响，因为油价变高，对海外买家的吸引力也会降低。</p><p>5、黄金期货周一收高0.54% 美股大跌令金价获得支撑</p><p>BullionVault研究主管Adrian Ash表示：“黄金作为投资组合的保险显然受到青睐。利率上升通常会给黄金带来不利影响，但由于政治上不可能用廉价资金拯救股票投资者，因此美联储加息太晚的风险现在变得更糟了”。</p><p>纽约商品交易所黄金期货市场交投最活跃的2月黄金期价24日比前一交易日上涨9.9美元，收于每盎司1841.7美元，涨幅为0.54%。</p><p>6、比特币止跌回升 风险资产反弹帮助其扭转连续五天的跌势</p><p>加密货币尾盘反弹与美国股市的上涨如出一辙。比特币与纳斯达克100指数的40天相关系数已经达到近0.66，是2010年开始汇编相关数据以来的最高水平。比特币与标普500指数的一个类似相关系数也处于创纪录水平。</p><p>近几周来，加密货币遭遇了广泛的抛售压力，交易员指出美联储发出鹰派信号以及科技股下跌促使投资者逃离风险资产。自去年11月创下69000美元的历史高位以来，比特币已下跌逾50%。</p><p>国际宏观</p><p>1、受奥米克戎疫情的影响 美国商业活动几乎停滞</p><p>IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a>周一公布的数据显示，12月综合采购经理指数初值下滑6.2个点，至18个月低点50.8。数据高于50暗示扩张。</p><p>服务业指标同样跌至2020年7月以来的最低水平，劳动力短缺和员工缺勤令服务业活动承压。</p><p>制造业指数跌幅相比之下较为温和，但是指数仍旧为2020年10月以来的新低，供应链依然不畅，产出受限。</p><p>“产出受到奥米克戎的影响比需求受到的影响大得多，新业务流入的强劲增长暗示一旦限制得以缓和，增速就会重新恢复，”IHS Markit首席商业经济学家Chris Williamson表示。</p><p>2、美国食品价格连番大涨 巨头企业与拜登政府互怼</p><p>食品公司表示，价格上涨符合市场规律，极端天气和疫情对供应链的干扰增加了生产成本，减少了食品供给；与此同时，美国境内外的需求都在增加。但拜登政府和一些参议员则认为，行业垄断才是涨价的主要源头，少数巨头公司有能力抬高价格，并从通货膨胀中获利。</p><p>3、俄乌剑拔弩张，金融市场风声鹤唳! 卢布一度跌超2%，欧股全线下挫</p><p>俄罗斯和乌克兰的政府债券、货币和股市已经受到冲击，事态升级有可能引发投资者匆忙撤离。</p><p>尽管美国和欧洲尚未讨论对俄罗斯大宗商品的制裁，但冲突有可能会破坏天然气和小麦期货价格的稳定，甚至威胁到欧股短期走势。</p><p>近期，随着一些投资者转向寻找最安全的资产，他们对美债的投资兴趣激增。</p><p>欧盟外长将于周一与美国国务卿布林肯讨论乌克兰问题，有分析人士认为在此期间金融市场的波动可能将加剧</p><p>4、世卫组织：今年有望结束疫情的最严重阶段</p><p>世卫组织总干事谭德塞表示，在可预见的未来，人类将与新冠病毒共存，当前形势下很可能出现更多变异株。如果各国能全面使用所有战略和工具，今年就可以结束疫情的最严重阶段，新冠疫情将不再是全球突发公共卫生事件。</p><p>5、德国电气产业2021年销售额有望首次突破2000亿欧元</p><p>2021年1月至11月期间，德国电子电气行业生产增长近9%，销售额同比增长近10%。该协会预计2021年行业整体销售额有望第一次突破2000亿欧元大关。</p><p>该协会主席冈瑟·凯格尔称，受益于对其他国家的出口增加，几乎所有电气子行业都取得“积极发展”。其中，电池行业增长了近40% 。</p><p>6、德国总理：将推动新一轮新冠疫苗接种运动</p><p>德国总理朔尔茨在会后的新闻发布会上表示，德国需要坚持现行的防疫措施，同时大力推进新一轮的疫苗接种运动。</p><p>朔尔茨称，虽然德国在疫苗接种方面已经取得了一定成果，但还远远不够。</p><p>7、交易员预测美股下跌不会让美联储暂缓紧缩 3月加息箭在弦上</p><p>历史上美国股市和其他风险资产的急剧下跌曾经令决策者暂时止步，但这次，即便是在当前科技股带领股市大跌的情况下，对今年加息的押注依然没有动摇，</p><p>掉期市场显示， 美联储3月料加息25个基点，市场预期2022年全年接近加息一个完整百分点 。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2206888889\" target=\"_blank\">助力元宇宙基建 Meta推出新一代人工智能超级计算机</a></p><p>前身为脸书的<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>， Inc．在其官网推出了公司的“人工智能研究超级集群”（AI Research SuperCluster，下文简称“RSC”）。</p><p>Meta认为，RSC是目前世界上运行速度最快的一批人工智能（AI）超级计算机之一，“一旦在2022年中期完全建成，它将正式成为世界上最快的AI超级计算机。”</p><p>2、<a href=\"https://laohu8.com/NW/2206002788\" target=\"_blank\">美国三州和华盛顿特区起诉谷歌不当获取用户位置数据</a></p><p>华盛顿州总检察长卡尔·拉辛（Karl Racine）在一份声明中表示：“谷歌错误地引导消费者相信，更改他们的账户和设备设置可以保护他们的隐私，并能够限制（谷歌）公司访问他们的个人数据。”据报道，得克萨斯州、华盛顿州和印第安纳州的总检察长也将在各自的州提出诉讼。</p><p>3、<a href=\"https://laohu8.com/NW/2206002095\" target=\"_blank\">亚马逊将开设首家实体时装店 智能算法、魔法衣橱成亮点</a></p><p>电商巨头亚马逊再次将触角伸向实体产业。1月20日，它宣布将开设首家时装店，并在店中加入科技元素，包括算法推荐和“魔法衣橱”，但尚未公布具体开店时间。</p><p>据悉，这家新店名为“亚马逊风”（Amazon Style），将开设在大洛杉矶地区的The Americana at Brand商场内，与Nordstrom百货、<a href=\"https://laohu8.com/S/URBN\">Urban Outfitters</a>、J。 Crew、H&M等店铺为邻。按照亚马逊风总经理西莫伊娜·瓦森（Simoina Vasen）的说法，如果不能大大改善客户的购物体验，亚马逊就“没有参与实体零售业的必要”。</p><p>4、<a href=\"https://laohu8.com/NW/2205004571\" target=\"_blank\">默沙东又输一局？传EMA将优先审批辉瑞新冠口服药</a></p><p>去年12月，欧洲药品监管局（EMA）就如何将这两种药物用作紧急治疗向成员国提供了指导，同时进行了滚动审查，使得成员国得以在欧盟正式批准之前采用这两种药物。意大利、德国和比利时等少数几个欧盟国家采购了Paxlovid和Molnupiravir。</p><p>消息人士称，尽管默沙东比辉瑞更早提出申请，但他们提交最终疗效数据的时间更晚，因此欧洲监管机构花了更多时间来审查最后的数据。</p><p>5、<a href=\"https://laohu8.com/NW/2205009377\" target=\"_blank\">蔚来成立近800万美元保险经纪公司，盘前延续上周五跌势</a></p><p>而蔚来也并非第一家设立保险经纪公司的企业，早在2020年8月份，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>（TSLA.US）就成立了相同性质的公司，由特斯拉汽车香港有限公司100%控股。</p><p>此外，2021年12月27日，上海保险交易所上线新能源车险交易平台（以下简称交易平台），并首批挂牌人保财险、平安财险、太保产险等12家财险公司的新能源汽车专属保险产品，为新能源汽车专属保险产品落地服务提供支持。</p><p>6、<a href=\"https://laohu8.com/NW/2206788598\" target=\"_blank\">IBM第四季度营收创十年来最大增幅，盘后一度飙升7%</a></p><p>美股周一盘后，<a href=\"https://laohu8.com/S/IBM\">IBM</a>公布了截止2021年12月31日的第四季度财报。财报显示，公司营收高和每股收益均超出了分析师的预期，IBM美股盘后涨幅从2.95%一度扩大至6.99%。年初以来，IBM的股价累计下跌5.31%，优于同期标准普尔全球100指数累计8.71%的跌幅。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130960069","content_text":"摘要：①美股三大股指盘中暴跌后尾盘强势转涨，纳指涨0.63%；美油跌2.15%；②俄乌剑拔弩张，卢布一度跌超2%，欧股全线下挫；③俄罗斯货币卢布汇率波动指标升至2020年11月以来的最高水平，俄股市一度大跌逾10%。海外市场1、美股上演“惊魂一夜”！纳指收复4.9%跌幅1月24日周一，道指开盘跌近400点且连跌七日，标普500指数跌1.6%且连跌五日，纳指再跌2%。指数跌幅迅速扩大，标普大盘从三周前所创盘中新高回落10%，进入技术性回调区间。开盘不到两个半小时，慌性抛售加剧，科技股居多的纳指和纳指100均跌超4%，道指跌幅扩大至950点，标普跌3.4%，美油WTI跌超3%。开盘快三小时，道指跌超1000点，罗素2000小盘股指数较去年11月的收盘历史最高回落20%，进入技术位熊市。“恐慌指数”VIX最高上逼39，创2020年11月以来的一年多最高，涨35%为去年11月奥密克戎消息前爆发以来最大涨幅。收盘前两个小时，美股跌幅大幅收窄至午盘时的一半，标普跌1.4%，道指跌430点，纳指跌1.35%。收盘前半小时，三大股指跌幅收窄至不足1%，小盘股率先转涨。收盘前25分钟，纳指和费城半导体指数转涨，罗素2000涨超1.5%领跑。截至收盘，道指收涨0.29%，标普500指数涨0.28%，纳指涨0.63%，自2008年金融危机以来，纳指首次盘中跌超4%后转而收涨。大型科技股涨跌不一，苹果跌0.49%，微软涨0.11%，谷歌A涨0.22%，亚马涨1.33%，Meta涨1.83%，奈飞跌2.6%。2、热门中概股周一收盘多数走低 蔚来汽车跌超9%热门中概股周一收盘多数走低，新能源汽车股大跌，蔚来汽车跌超9%。阿里巴巴收跌超2%，百度跌近5%，腾讯ADR跌0.8%，拼多多跌超3%，B站跌2.5%，爱奇艺跌0.5%。途牛、汽车之家跌超10%，新东方跌超5%，百度、趣头条跌近5%，拼多多、贝壳、跌超3%，哔哩哔哩、京东、跌超2%，雾芯科技跌近2%，网易、唯品会跌超1%。新能源汽车股中，蔚来汽车跌超9%，小鹏汽车跌超4%，理想汽车跌超2%。3、欧股周一全线暴跌 创19个月以来最大单日跌幅欧洲股市周一暴跌，创三个月来最糟糕的单日交易记录。斯托克欧洲600指数下跌至45640点，跌幅3.8%。这是自2020年6月11日以来最严重的单日跌幅。德国DAX指数下跌3.80%，法国CAC 40指数下跌3.97%，英国FTSE 100指数下跌2.63%。Exante 的高级经济学家表示：“本周开局不佳之前，风险资产刚刚经历了相当熊市的一周。投资者对美国银行第四季度的盈利结果并不满意，而在更宏观的层面上，对美联储收紧政策和全球高通胀水平的担忧也严重打压了风险偏好。”4、国际原油周一收跌 WTI原油期货跌2.15%国际原油周一收跌，WTI 3月原油期货收跌1.83美元，跌幅2.15%，报83.31美元/桶。布伦特3月原油期货收跌1.62美元，跌幅1.84%，报86.27美元/桶。此次抛售是由金融市场更广泛的波动推动的，美元兑其他货币走强，也对油价造成了影响，因为油价变高，对海外买家的吸引力也会降低。5、黄金期货周一收高0.54% 美股大跌令金价获得支撑BullionVault研究主管Adrian Ash表示：“黄金作为投资组合的保险显然受到青睐。利率上升通常会给黄金带来不利影响，但由于政治上不可能用廉价资金拯救股票投资者，因此美联储加息太晚的风险现在变得更糟了”。纽约商品交易所黄金期货市场交投最活跃的2月黄金期价24日比前一交易日上涨9.9美元，收于每盎司1841.7美元，涨幅为0.54%。6、比特币止跌回升 风险资产反弹帮助其扭转连续五天的跌势加密货币尾盘反弹与美国股市的上涨如出一辙。比特币与纳斯达克100指数的40天相关系数已经达到近0.66，是2010年开始汇编相关数据以来的最高水平。比特币与标普500指数的一个类似相关系数也处于创纪录水平。近几周来，加密货币遭遇了广泛的抛售压力，交易员指出美联储发出鹰派信号以及科技股下跌促使投资者逃离风险资产。自去年11月创下69000美元的历史高位以来，比特币已下跌逾50%。国际宏观1、受奥米克戎疫情的影响 美国商业活动几乎停滞IHS Markit周一公布的数据显示，12月综合采购经理指数初值下滑6.2个点，至18个月低点50.8。数据高于50暗示扩张。服务业指标同样跌至2020年7月以来的最低水平，劳动力短缺和员工缺勤令服务业活动承压。制造业指数跌幅相比之下较为温和，但是指数仍旧为2020年10月以来的新低，供应链依然不畅，产出受限。“产出受到奥米克戎的影响比需求受到的影响大得多，新业务流入的强劲增长暗示一旦限制得以缓和，增速就会重新恢复，”IHS Markit首席商业经济学家Chris Williamson表示。2、美国食品价格连番大涨 巨头企业与拜登政府互怼食品公司表示，价格上涨符合市场规律，极端天气和疫情对供应链的干扰增加了生产成本，减少了食品供给；与此同时，美国境内外的需求都在增加。但拜登政府和一些参议员则认为，行业垄断才是涨价的主要源头，少数巨头公司有能力抬高价格，并从通货膨胀中获利。3、俄乌剑拔弩张，金融市场风声鹤唳! 卢布一度跌超2%，欧股全线下挫俄罗斯和乌克兰的政府债券、货币和股市已经受到冲击，事态升级有可能引发投资者匆忙撤离。尽管美国和欧洲尚未讨论对俄罗斯大宗商品的制裁，但冲突有可能会破坏天然气和小麦期货价格的稳定，甚至威胁到欧股短期走势。近期，随着一些投资者转向寻找最安全的资产，他们对美债的投资兴趣激增。欧盟外长将于周一与美国国务卿布林肯讨论乌克兰问题，有分析人士认为在此期间金融市场的波动可能将加剧4、世卫组织：今年有望结束疫情的最严重阶段世卫组织总干事谭德塞表示，在可预见的未来，人类将与新冠病毒共存，当前形势下很可能出现更多变异株。如果各国能全面使用所有战略和工具，今年就可以结束疫情的最严重阶段，新冠疫情将不再是全球突发公共卫生事件。5、德国电气产业2021年销售额有望首次突破2000亿欧元2021年1月至11月期间，德国电子电气行业生产增长近9%，销售额同比增长近10%。该协会预计2021年行业整体销售额有望第一次突破2000亿欧元大关。该协会主席冈瑟·凯格尔称，受益于对其他国家的出口增加，几乎所有电气子行业都取得“积极发展”。其中，电池行业增长了近40% 。6、德国总理：将推动新一轮新冠疫苗接种运动德国总理朔尔茨在会后的新闻发布会上表示，德国需要坚持现行的防疫措施，同时大力推进新一轮的疫苗接种运动。朔尔茨称，虽然德国在疫苗接种方面已经取得了一定成果，但还远远不够。7、交易员预测美股下跌不会让美联储暂缓紧缩 3月加息箭在弦上历史上美国股市和其他风险资产的急剧下跌曾经令决策者暂时止步，但这次，即便是在当前科技股带领股市大跌的情况下，对今年加息的押注依然没有动摇，掉期市场显示， 美联储3月料加息25个基点，市场预期2022年全年接近加息一个完整百分点 。公司新闻1、助力元宇宙基建 Meta推出新一代人工智能超级计算机前身为脸书的Meta Platforms， Inc．在其官网推出了公司的“人工智能研究超级集群”（AI Research SuperCluster，下文简称“RSC”）。Meta认为，RSC是目前世界上运行速度最快的一批人工智能（AI）超级计算机之一，“一旦在2022年中期完全建成，它将正式成为世界上最快的AI超级计算机。”2、美国三州和华盛顿特区起诉谷歌不当获取用户位置数据华盛顿州总检察长卡尔·拉辛（Karl Racine）在一份声明中表示：“谷歌错误地引导消费者相信，更改他们的账户和设备设置可以保护他们的隐私，并能够限制（谷歌）公司访问他们的个人数据。”据报道，得克萨斯州、华盛顿州和印第安纳州的总检察长也将在各自的州提出诉讼。3、亚马逊将开设首家实体时装店 智能算法、魔法衣橱成亮点电商巨头亚马逊再次将触角伸向实体产业。1月20日，它宣布将开设首家时装店，并在店中加入科技元素，包括算法推荐和“魔法衣橱”，但尚未公布具体开店时间。据悉，这家新店名为“亚马逊风”（Amazon Style），将开设在大洛杉矶地区的The Americana at Brand商场内，与Nordstrom百货、Urban Outfitters、J。 Crew、H&M等店铺为邻。按照亚马逊风总经理西莫伊娜·瓦森（Simoina Vasen）的说法，如果不能大大改善客户的购物体验，亚马逊就“没有参与实体零售业的必要”。4、默沙东又输一局？传EMA将优先审批辉瑞新冠口服药去年12月，欧洲药品监管局（EMA）就如何将这两种药物用作紧急治疗向成员国提供了指导，同时进行了滚动审查，使得成员国得以在欧盟正式批准之前采用这两种药物。意大利、德国和比利时等少数几个欧盟国家采购了Paxlovid和Molnupiravir。消息人士称，尽管默沙东比辉瑞更早提出申请，但他们提交最终疗效数据的时间更晚，因此欧洲监管机构花了更多时间来审查最后的数据。5、蔚来成立近800万美元保险经纪公司，盘前延续上周五跌势而蔚来也并非第一家设立保险经纪公司的企业，早在2020年8月份，特斯拉（TSLA.US）就成立了相同性质的公司，由特斯拉汽车香港有限公司100%控股。此外，2021年12月27日，上海保险交易所上线新能源车险交易平台（以下简称交易平台），并首批挂牌人保财险、平安财险、太保产险等12家财险公司的新能源汽车专属保险产品，为新能源汽车专属保险产品落地服务提供支持。6、IBM第四季度营收创十年来最大增幅，盘后一度飙升7%美股周一盘后，IBM公布了截止2021年12月31日的第四季度财报。财报显示，公司营收高和每股收益均超出了分析师的预期，IBM美股盘后涨幅从2.95%一度扩大至6.99%。年初以来，IBM的股价累计下跌5.31%，优于同期标准普尔全球100指数累计8.71%的跌幅。","news_type":1},"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630242701,"gmtCreate":1642941865617,"gmtModify":1642944750486,"author":{"id":"3567852837945728","authorId":"3567852837945728","name":"setia100","avatar":"https://static.tigerbbs.com/ab829aea9ea019146d40958fbc54f09b","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Toyota should be bold to stop all non-hybrids car production to corner hybrid cars market till 2030 while it has an edge on hybrids over other car makers.🤔","listText":"Toyota should be bold to stop all non-hybrids car production to corner hybrid cars market till 2030 while it has an edge on hybrids over other car makers.🤔","text":"Toyota should be bold to stop all non-hybrids car production to corner hybrid cars market till 2030 while it has an edge on hybrids over other car makers.🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630242701","repostId":"2205410130","repostType":4,"repost":{"id":"2205410130","pubTimestamp":1642775084,"share":"https://www.laohu8.com/m/news/2205410130?lang=&edition=full","pubTime":"2022-01-21 22:24","market":"us","language":"en","title":"Toyota Motor halts more production in Japan as COVID-19 worsens parts crunch","url":"https://stock-news.laohu8.com/highlight/detail?id=2205410130","media":"seekingalpha","summary":"Toyota Motor Corp. has been forced to curb more production in Japan as rising coronavirus infection","content":"<html><head></head><body><li><a href=\"https://laohu8.com/S/TM\">Toyota Motor Corp. </a> has been forced to curb more production in Japan as rising coronavirus infections hits auto parts supplies in the already paralysed market amid semiconductor shortage.</li><p>The Japanese automaker said Thursday that production at as many as 12 plants will be halted, beginning this week, that could bring down the month's production by 47,000 vehicles. That compares to the company's target to build a record 800,000 vehicles in January 2022.</p><p>It comes on top of reductions planned for February at 8 of its 14 plants in Japan, including assembly lines making the Prius hybrid and Lexus luxury models.</p><p>Earlier on Tuesday, executive Kazunari Kamakura said that the Toyota's annual target to build 9 million vehicles will be "extremely difficult" and that the company could not predict how long the chip shortage would last.</p><p>"All manufacturers are scrambling to secure the tight chips supply, worsening the crunch," the automaker said.</p><p>Newly released figures showed U.S. sales for Toyota jumped 10.4% last year to 2.3M, dethroning General Motors (NYSE:GM) to become the No.1 automaker in America.</p><p>However, Global semiconductor shortages affected Toyota and other automakers as the company produced 9.5M cars in FY2020 and 10.7M in FY2021.</p><p><b>Latest in electrification</b>: Last month, Toyota Motor made its 30 by 30 announcement, where the automaker said it will introduce 30 new all-electric cars by 2030, which places it on the same all-electric trajectory of Ford (NYSE:F), General Motors (GM) and Volkswagen (OTCPK:VLKAF).</p></body></html>","source":"seekingalpha","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>Toyota Motor halts more production in Japan as COVID-19 worsens parts crunch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToyota Motor halts more production in Japan as COVID-19 worsens parts crunch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-21 22:24 GMT+8 <a href=https://seekingalpha.com/news/3790260-toyota-motor-halts-more-production-in-japan-as-covid-19-worsens-parts-crunch><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Toyota Motor Corp. has been forced to curb more production in Japan as rising coronavirus infections hits auto parts supplies in the already paralysed market amid semiconductor shortage.The Japanese ...</p>\n\n<a href=\"https://seekingalpha.com/news/3790260-toyota-motor-halts-more-production-in-japan-as-covid-19-worsens-parts-crunch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4139":"生物科技","BK4568":"美国抗疫概念","BK4555":"新能源车","TM":"丰田汽车","BK4099":"汽车制造商","BNTX":"BioNTech SE","BK4535":"淡马锡持仓"},"source_url":"https://seekingalpha.com/news/3790260-toyota-motor-halts-more-production-in-japan-as-covid-19-worsens-parts-crunch","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2205410130","content_text":"Toyota Motor Corp. has been forced to curb more production in Japan as rising coronavirus infections hits auto parts supplies in the already paralysed market amid semiconductor shortage.The Japanese automaker said Thursday that production at as many as 12 plants will be halted, beginning this week, that could bring down the month's production by 47,000 vehicles. That compares to the company's target to build a record 800,000 vehicles in January 2022.It comes on top of reductions planned for February at 8 of its 14 plants in Japan, including assembly lines making the Prius hybrid and Lexus luxury models.Earlier on Tuesday, executive Kazunari Kamakura said that the Toyota's annual target to build 9 million vehicles will be \"extremely difficult\" and that the company could not predict how long the chip shortage would last.\"All manufacturers are scrambling to secure the tight chips supply, worsening the crunch,\" the automaker said.Newly released figures showed U.S. sales for Toyota jumped 10.4% last year to 2.3M, dethroning General Motors (NYSE:GM) to become the No.1 automaker in America.However, Global semiconductor shortages affected Toyota and other automakers as the company produced 9.5M cars in FY2020 and 10.7M in FY2021.Latest in electrification: Last month, Toyota Motor made its 30 by 30 announcement, where the automaker said it will introduce 30 new all-electric cars by 2030, which places it on the same all-electric trajectory of Ford (NYSE:F), General Motors (GM) and Volkswagen (OTCPK:VLKAF).","news_type":1},"isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697380807,"gmtCreate":1642290960220,"gmtModify":1642290961412,"author":{"id":"3567852837945728","authorId":"3567852837945728","name":"setia100","avatar":"https://static.tigerbbs.com/ab829aea9ea019146d40958fbc54f09b","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Well say👍Many more ICE manufacturers switched to EVs committed to come into this market.","listText":"Well say👍Many more ICE manufacturers switched to EVs committed to come into this market.","text":"Well say👍Many more ICE manufacturers switched to EVs committed to come into this market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697380807","repostId":"1108262883","repostType":4,"repost":{"id":"1108262883","pubTimestamp":1642211411,"share":"https://www.laohu8.com/m/news/1108262883?lang=&edition=full","pubTime":"2022-01-15 09:50","market":"us","language":"en","title":"Why Nio Stock Faces an Uphill Battle","url":"https://stock-news.laohu8.com/highlight/detail?id=1108262883","media":"InvestorPlace","summary":"Chinese automakerNio(NYSE:NIO) has several strengths, including its innovative battery-exchange program, significant sales growth and its pending expansion into multiple overseas markets. Yet, NIO sto","content":"<html><head></head><body><p>Chinese automaker <b>Nio</b>(NYSE:<b><u>NIO</u></b>) has several strengths, including its innovative battery-exchange program, significant sales growth and its pending expansion into multiple overseas markets. Yet, NIO stock is down 50% in the past year.</p><p>Maybe that’s because in the past several months, the company’s sales growth and financial results haven’t been all that impressive. Or perhaps it’s because the electric vehicle maker faces extremely tough competition from the likes of <b>Xpeng</b>(NYSE:<b><u>XPEV</u></b>),<b>Li Auto</b>(NASDAQ:<b><u>LI</u></b>) and <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>). Nio also seems to be significantly behind a number of its rivals when it comes to autonomous driving.</p><p>High Prices and Tough Competition</p><p>One thing that could hinder Nio going forward is the relatively high prices of its vehicles. The base prices for Nio’s EV lineup ranges from about $50,000 to roughly $70,000. Add in extras and customization and they can run upward of $80,000.</p><p>NIO’s latest model, the ET7, will cost customers about$68,710 and $77,640depending on what battery pack they pick. And that’s after factoring in EV subsidies from the Chinese government.</p><p>For comparison, Xpeng’s after-subsidy base prices range from $23,000 to $36,000, while Tesla’s cheapest Model 3starts at around $40,000.</p><p>Nio also faces a great deal of competition at the higher end of the EV market from some famous and well-regarded brands including <b>BMW</b>(OTC:<b><u>BMWYY</u></b>), <b>Audi</b>, <b>Lincoln</b> and <b>Mercedes</b>.</p><p>In China, where incomes are generally lower than in the U.S. and Western Europe, less expensive EVs have a much better chance of becoming bestsellers than their more costly peers. In the end, selling millions of EVs with, say, a 20% gross margin will prove more profitable than selling a few hundred thousand vehicles with, say, a 40% gross margin.</p><p>Nio Appears To Be Falling Behind in Autonomous Driving</p><p>It seems that Nio is well behind Xpeng and Tesla when it comes to autonomous driving. Last month, <i>Barron’s</i> reported: “NIO Autonomous Driving or NAD, as the company calls it, will maintain driving speeds and do some steering, but drivers still need to pay attention to the road at all times.” Doesn’t sound all that “autonomous” to me.</p><p>Meanwhile, in October, Xpeng released its Xpilot 3.5 version of its advanced driver-assistance system. “The system allows Xpeng’s cars to change lanes, speed up or slow down, or overtake cars and enter and exit highways,” according to <i>CNBC</i>.</p><p>And in November, Tesla started offering its Enhanced Autopilot system in China to some customers. According to <i>Inside EVs</i>, among the features offered by Tesla’s system are “Summon, Autopark, Auto Lane Change, and, most importantly, Navigate on Autopilot.”</p><p>You don’t have to be an expert on autonomous vehicles to see that Nio is trailing Xpeng and Tesla in this area by a significant margin.</p><p>Disappointing Sales Growth and Financial Results</p><p>For December, Nio reported that its deliveries had increased nearly 50%year over year to 10,489 EVs. That’s not terrible, but it was lower than the prior month’s 10,878 deliveries and a marked slowdown from November’s year-over-year growth of 106%.</p><p>It also paled in comparison to its competitors’ December growth. XPeng delivered 16,000 vehicles in December, up 181% from a year ago and 2.5% from November. And Li Auto saw its deliveries hit 14,087 in December, up 4.5% over November and 130% year over year.</p><p>Nio is expected to report fourth-quarter earnings next month. Management’s most recent guidance, released in November, of $1.46 billion to $1.56 billion fell short of analysts’ estimates of $1.75 billion. The consensus has since lowered its forecast, predicting Nio will earn $1.53 billion. That represents year-over-year growth of 49.5%, while full-year revenue is expected to increase 120% to $5.62 billion.</p><p>If the company fails to meet or beat these numbers, NIO stock could sell off sharply.</p><p>The Bottom Line on Nio Stock</p><p>Nio faces tough competition in the Chinese EV market and appears to be falling behind its competitors in terms of growth. The high price of Nio’s vehicles compared with some of its rivals’ and its relatively slow progress when it comes to self-driving technologies could cost the company its edge.</p><p>Shares are currently trading for five times analysts’ average 2022 revenue estimate, which could prove to be overly optimistic. NIO stock isn’t expensive for an EV name, but it isn’t cheap either. And that valuation appears to bake in a meaningful amount of sales growth for the automaker, both at home and overseas.</p><p>I recommend investors avoid NIO stock at this point.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Nio Stock Faces an Uphill Battle</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Nio Stock Faces an Uphill Battle\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-15 09:50 GMT+8 <a href=https://investorplace.com/2022/01/why-nio-stock-faces-an-uphill-battle/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese automaker Nio(NYSE:NIO) has several strengths, including its innovative battery-exchange program, significant sales growth and its pending expansion into multiple overseas markets. Yet, NIO ...</p>\n\n<a href=\"https://investorplace.com/2022/01/why-nio-stock-faces-an-uphill-battle/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2022/01/why-nio-stock-faces-an-uphill-battle/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108262883","content_text":"Chinese automaker Nio(NYSE:NIO) has several strengths, including its innovative battery-exchange program, significant sales growth and its pending expansion into multiple overseas markets. Yet, NIO stock is down 50% in the past year.Maybe that’s because in the past several months, the company’s sales growth and financial results haven’t been all that impressive. Or perhaps it’s because the electric vehicle maker faces extremely tough competition from the likes of Xpeng(NYSE:XPEV),Li Auto(NASDAQ:LI) and Tesla(NASDAQ:TSLA). Nio also seems to be significantly behind a number of its rivals when it comes to autonomous driving.High Prices and Tough CompetitionOne thing that could hinder Nio going forward is the relatively high prices of its vehicles. The base prices for Nio’s EV lineup ranges from about $50,000 to roughly $70,000. Add in extras and customization and they can run upward of $80,000.NIO’s latest model, the ET7, will cost customers about$68,710 and $77,640depending on what battery pack they pick. And that’s after factoring in EV subsidies from the Chinese government.For comparison, Xpeng’s after-subsidy base prices range from $23,000 to $36,000, while Tesla’s cheapest Model 3starts at around $40,000.Nio also faces a great deal of competition at the higher end of the EV market from some famous and well-regarded brands including BMW(OTC:BMWYY), Audi, Lincoln and Mercedes.In China, where incomes are generally lower than in the U.S. and Western Europe, less expensive EVs have a much better chance of becoming bestsellers than their more costly peers. In the end, selling millions of EVs with, say, a 20% gross margin will prove more profitable than selling a few hundred thousand vehicles with, say, a 40% gross margin.Nio Appears To Be Falling Behind in Autonomous DrivingIt seems that Nio is well behind Xpeng and Tesla when it comes to autonomous driving. Last month, Barron’s reported: “NIO Autonomous Driving or NAD, as the company calls it, will maintain driving speeds and do some steering, but drivers still need to pay attention to the road at all times.” Doesn’t sound all that “autonomous” to me.Meanwhile, in October, Xpeng released its Xpilot 3.5 version of its advanced driver-assistance system. “The system allows Xpeng’s cars to change lanes, speed up or slow down, or overtake cars and enter and exit highways,” according to CNBC.And in November, Tesla started offering its Enhanced Autopilot system in China to some customers. According to Inside EVs, among the features offered by Tesla’s system are “Summon, Autopark, Auto Lane Change, and, most importantly, Navigate on Autopilot.”You don’t have to be an expert on autonomous vehicles to see that Nio is trailing Xpeng and Tesla in this area by a significant margin.Disappointing Sales Growth and Financial ResultsFor December, Nio reported that its deliveries had increased nearly 50%year over year to 10,489 EVs. That’s not terrible, but it was lower than the prior month’s 10,878 deliveries and a marked slowdown from November’s year-over-year growth of 106%.It also paled in comparison to its competitors’ December growth. XPeng delivered 16,000 vehicles in December, up 181% from a year ago and 2.5% from November. And Li Auto saw its deliveries hit 14,087 in December, up 4.5% over November and 130% year over year.Nio is expected to report fourth-quarter earnings next month. Management’s most recent guidance, released in November, of $1.46 billion to $1.56 billion fell short of analysts’ estimates of $1.75 billion. The consensus has since lowered its forecast, predicting Nio will earn $1.53 billion. That represents year-over-year growth of 49.5%, while full-year revenue is expected to increase 120% to $5.62 billion.If the company fails to meet or beat these numbers, NIO stock could sell off sharply.The Bottom Line on Nio StockNio faces tough competition in the Chinese EV market and appears to be falling behind its competitors in terms of growth. The high price of Nio’s vehicles compared with some of its rivals’ and its relatively slow progress when it comes to self-driving technologies could cost the company its edge.Shares are currently trading for five times analysts’ average 2022 revenue estimate, which could prove to be overly optimistic. NIO stock isn’t expensive for an EV name, but it isn’t cheap either. And that valuation appears to bake in a meaningful amount of sales growth for the automaker, both at home and overseas.I recommend investors avoid NIO stock at this point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694766687,"gmtCreate":1642127999119,"gmtModify":1642128000376,"author":{"id":"3567852837945728","authorId":"3567852837945728","name":"setia100","avatar":"https://static.tigerbbs.com/ab829aea9ea019146d40958fbc54f09b","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"No wonder the stock price moves in snail pace<a href=\"\">[害羞] </a>","listText":"No wonder the stock price moves in snail pace<a href=\"\">[害羞] </a>","text":"No wonder the stock price moves in snail pace[害羞] ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694766687","repostId":"2203144795","repostType":2,"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691596836,"gmtCreate":1640218329697,"gmtModify":1640228553838,"author":{"id":"3567852837945728","authorId":"3567852837945728","name":"setia100","avatar":"https://static.tigerbbs.com/ab829aea9ea019146d40958fbc54f09b","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Last Christmas you gave me your 💖. This Christmas you take it away 😢","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Last Christmas you gave me your 💖. This Christmas you take it away 😢","text":"$Tiger Brokers(TIGR)$Last Christmas you gave me your 💖. This Christmas you take it away 😢","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/691596836","isVote":1,"tweetType":1,"viewCount":1444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[],"lives":[]}
