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wishingstar

wishingstar

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2021-05-11

Time to keep watch and buy

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2021-03-05

😨😨More dips to come perhaps

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2021-05-01

Their shares can drop below 700 but eill always bounce back

1 Question Tesla Investors Need to Ask Themselves<blockquote>特斯拉投资者需要问自己的1个问题</blockquote>

2021-04-28

$Lemonade, Inc.(LMND)$ do not flutter when the price goes down, do not gloat when the price went up, so long ylu set your sight on a good company and stick to it.

2021-05-06

Time to buy

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2021-02-26

Is local stock worth buying then

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2021-04-30

Is it time to buy tesla

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2021-04-19

$Lemonade, Inc.(LMND)$patience is the key

2021-05-01

I think nio is the only china ev stock worth buying

NIO rose more than 5%, after falling nearly 4% before<blockquote>蔚来涨超5%，此前跌近4%</blockquote>

2021-06-26

$Nike(NKE)$ whoppee!

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href=\"https://laohu8.com/S/NKE\">$Nike(NKE)$</a>up up up","listText":"<a href=\"https://laohu8.com/S/NKE\">$Nike(NKE)$</a>up up up","text":"$Nike(NKE)$up up up","images":[{"img":"https://static.tigerbbs.com/d2589c7b878d4bdb38cff1630b18a61a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124581762","isVote":1,"tweetType":1,"viewCount":1574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":124581829,"gmtCreate":1624772573761,"gmtModify":1631892796306,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"Nio overprice","listText":"Nio overprice","text":"Nio overprice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124581829","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","kind":"news","pubTimestamp":1624754401,"share":"https://www.laohu8.com/m/news/1137119316?lang=zh_CN&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>I am comparing Ford against NIO in different categories.</li>  <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>  <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在加深对福特和蔚来增长潜力的了解，同时突出市场地位和机会的差异。</li><li>蔚来的增长速度比福特快得多，高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock来自Getty Images</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特（F）在电动汽车市场发起重大攻势，中国电动汽车制造商蔚来（蔚来）未来将面临多一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值，哪家汽车制造商提供了最好的交易？我将在每个类别中比较福特和蔚来，并在最后做出最终裁决。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特vs蔚来：全球电动车市场争夺战升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别，但两家公司将在快速增长的全球电动汽车市场上展开正面交锋。福特的车队尚未专注于电动汽车，但这种情况将会改变：感觉到电动汽车竞赛正在升温，福特表示正在加速其电气化计划，到2025年投资300B美元用于其电动汽车制造能力。福特之前的资本计划要求对零排放汽车投资220亿美元。福特还设定了一个雄心勃勃的销售目标：未来十年内其全球销量的40%将是电动汽车，皮卡销量的33%将是电动汽车。如今，电动汽车销量仅占福特销量的1%。随着福特逐步淘汰内燃机，它将在2040年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年，全球电动汽车销量为320万辆，市场份额仅为4.2%。然而，2020年，中国购买了全球41%的电动汽车。中国买家去年购买了130万辆电动汽车，随着北京寻求提高电动汽车的采用率，销量将快速增长。电动汽车的第二大市场是欧洲，占全球电动汽车销量的42%。美国只是世界上插电式电动汽车的第三大市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：维基百科）</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>迄今为止，中国是世界上增长最快的电动汽车市场，尽管欧洲正在迅速赶上，部分原因是立法努力增加零排放乘用车的采用，以及对全欧洲充电站网络的大量投资。蔚来即将进入欧洲市场，以期在竞争准备就绪之前扩大在全球第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>北京是蔚来汽车行业电气化背后的驱动力：政府希望到2025年电动汽车在新车销售中的份额达到20%，这将推动电动汽车在国内市场的渗透率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策，这些市场有望出现全球最快的销售增长和最高的电动汽车采用率。由于人口规模，中国不仅是最大的市场，而且预计到2030年，中国的电动汽车销量将超过世界上所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：麦肯锡）</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长以及更有利的监管框架，因此中国的赢家将是：蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有一个世纪的制造经验。但到目前为止，福特的产品线中只有一款全电动汽车可以与蔚来相媲美：野马Mach-E SUV。2022年，福特将开始销售全电动F-150 Lightening，该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录，包括5座ES6 SUV、5座轿跑SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来仅专注于生产电动汽车，并且占据了非常小且明确的利基市场，因此这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验，可以利用全球制造基地以比任何利基电动汽车制造商所希望的更快的速度提高电动汽车产量。这使得福特不仅在美国成为特斯拉(TSLA)的有力竞争对手，而且在国外也成为蔚来的有力竞争对手。福特正在加速其电气化计划，它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议在其车队电气化上投入300B美元，这将加速其转型，并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>赢家：福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化和BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在一个竞争只会随着时间的推移而变得更加激烈的市场中的重要性，这就是为什么两家公司都在一个可以打破或巩固电动汽车市场主导地位的相关领域：电池技术。</blockquote></p><p> Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司SK Innovation组建一家合资企业，以确保牵引电池单元和阵列模块的供应。该合资企业旨在加速电池交付，每年将生产约60 GWh，足以满足福特到2030年预计年度能源需求的25%。蔚来也在投资电池技术，并成立了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特的不同之处在于，蔚来的电池投资策略围绕电池订阅模式，也称为“电池即服务”，这为这家中国汽车制造商创造了强大的长期收入机会。在这种“BaaS”模式下，购买蔚来电动汽车的用户可以获得7万元人民币的初始折扣，相当于1.08万美元，并且可以签约包月租用可充电的70 kWh电池。然后可以在蔚来的一个电池交换站更换电池，该站遍布中国大多数大城市。电池订阅费用为每月980元人民币，相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处：由于预付折扣，从蔚来购买电动汽车变得更加实惠，订阅模式确保用户受益于电池技术的进步和更好的性能随着时间的推移。将电池成本与汽车价格脱钩为蔚来创造了一个全新的订阅收入来源。“BaaS”订阅的收入可用于增加蔚来充电/更换站网络的密度。电池订阅模式还将客户与蔚来绑定在一起，有可能增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>福特和蔚来准备从电动汽车电池成本下降中受益，因为它们增加了资本配置。随着越来越多的投资流入开发更高效的电池，性能将会提高，成本将会下降，这将推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车与内燃机乘用车相比更具竞争力。但由于蔚来明确围绕电池订阅构建其商业模式的一部分，蔚来可能比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德(Schroders)提供的信息，自2014年以来，电动汽车的电池成本已下降70%，并且在本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS”模式非常天才，从长远来看，它可能会发展成为蔚来每年5亿美元的收入机会。尽管福特正在加大对电池技术的投资，但这一类别的赢家是：蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特5月份销量同比增长4.1%，但电动汽车销量（包括混合动力汽车）同比飙升184%，福特5月份售出创纪录的10,364辆电动汽车/混合动力汽车。Escape electrified销量和Explorer Hybrid销量同比增长125%和132%，显示出强劲的客户接受度。蔚来上个月交付了6,711辆汽车，其中包括3,017辆ES6、1,412辆ES8和2,282辆EC6。5月份总交付量同比增长率为95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销售额是蔚来的54倍，这为蔚来创造了更多的销售增长和价值重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来的估值差异就像白天和黑夜的区别。这是因为尽管电动汽车类别出现爆炸性增长，但福特仍被视为一家成熟的汽车制造商，预计企业销量将实现中低位数增长。预计到2025财年（基准年：2020财年），福特的收入将增长33%，蔚来的收入将增长808%！</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于这些销量增长的差异，蔚来与福特完全相反，至少就估值而言。这家中国电动汽车制造商预计今年的销量和交付量将增长接近100%，由于蔚来只经营电动汽车，蔚来的市值与销售额比率远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来风险更大……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业，但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。蔚来的全球总销量增长潜力更大，因为与福特相比，它的收入基础较小。但也有一些事情对蔚来不利。例如，对于蔚来来说，由于生产缺陷而导致的召回将是一个比福特更大的挑战，福特可以依赖全球服务和分销网络。蔚来的估值也并非没有风险，因为生产受挫导致销售增长意外放缓将对财务状况造成更大的影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>终审判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更“性感”的汽车制造商。中欧的强劲采用和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩，这是天才之举。你为这种增长付出了高昂的代价，但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展，随着汽车制造商对其车队进行电气化，电动汽车销量的比例将会增加。福特在电动汽车市场潜力巨大，但由于电动汽车销量占总销量的比例仍然相对较低，福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力，请购买蔚来。如果您相信全球电动汽车市场的潜力并且不喜欢太多风险，请购买福特。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFord Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-27 08:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>I am comparing Ford against NIO in different categories.</li>  <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>  <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在加深对福特和蔚来增长潜力的了解，同时突出市场地位和机会的差异。</li><li>蔚来的增长速度比福特快得多，高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock来自Getty Images</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特（F）在电动汽车市场发起重大攻势，中国电动汽车制造商蔚来（蔚来）未来将面临多一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值，哪家汽车制造商提供了最好的交易？我将在每个类别中比较福特和蔚来，并在最后做出最终裁决。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特vs蔚来：全球电动车市场争夺战升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别，但两家公司将在快速增长的全球电动汽车市场上展开正面交锋。福特的车队尚未专注于电动汽车，但这种情况将会改变：感觉到电动汽车竞赛正在升温，福特表示正在加速其电气化计划，到2025年投资300B美元用于其电动汽车制造能力。福特之前的资本计划要求对零排放汽车投资220亿美元。福特还设定了一个雄心勃勃的销售目标：未来十年内其全球销量的40%将是电动汽车，皮卡销量的33%将是电动汽车。如今，电动汽车销量仅占福特销量的1%。随着福特逐步淘汰内燃机，它将在2040年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年，全球电动汽车销量为320万辆，市场份额仅为4.2%。然而，2020年，中国购买了全球41%的电动汽车。中国买家去年购买了130万辆电动汽车，随着北京寻求提高电动汽车的采用率，销量将快速增长。电动汽车的第二大市场是欧洲，占全球电动汽车销量的42%。美国只是世界上插电式电动汽车的第三大市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：维基百科）</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>迄今为止，中国是世界上增长最快的电动汽车市场，尽管欧洲正在迅速赶上，部分原因是立法努力增加零排放乘用车的采用，以及对全欧洲充电站网络的大量投资。蔚来即将进入欧洲市场，以期在竞争准备就绪之前扩大在全球第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>北京是蔚来汽车行业电气化背后的驱动力：政府希望到2025年电动汽车在新车销售中的份额达到20%，这将推动电动汽车在国内市场的渗透率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策，这些市场有望出现全球最快的销售增长和最高的电动汽车采用率。由于人口规模，中国不仅是最大的市场，而且预计到2030年，中国的电动汽车销量将超过世界上所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：麦肯锡）</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长以及更有利的监管框架，因此中国的赢家将是：蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有一个世纪的制造经验。但到目前为止，福特的产品线中只有一款全电动汽车可以与蔚来相媲美：野马Mach-E SUV。2022年，福特将开始销售全电动F-150 Lightening，该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录，包括5座ES6 SUV、5座轿跑SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来仅专注于生产电动汽车，并且占据了非常小且明确的利基市场，因此这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验，可以利用全球制造基地以比任何利基电动汽车制造商所希望的更快的速度提高电动汽车产量。这使得福特不仅在美国成为特斯拉(TSLA)的有力竞争对手，而且在国外也成为蔚来的有力竞争对手。福特正在加速其电气化计划，它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议在其车队电气化上投入300B美元，这将加速其转型，并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>赢家：福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化和BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在一个竞争只会随着时间的推移而变得更加激烈的市场中的重要性，这就是为什么两家公司都在一个可以打破或巩固电动汽车市场主导地位的相关领域：电池技术。</blockquote></p><p> Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司SK Innovation组建一家合资企业，以确保牵引电池单元和阵列模块的供应。该合资企业旨在加速电池交付，每年将生产约60 GWh，足以满足福特到2030年预计年度能源需求的25%。蔚来也在投资电池技术，并成立了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特的不同之处在于，蔚来的电池投资策略围绕电池订阅模式，也称为“电池即服务”，这为这家中国汽车制造商创造了强大的长期收入机会。在这种“BaaS”模式下，购买蔚来电动汽车的用户可以获得7万元人民币的初始折扣，相当于1.08万美元，并且可以签约包月租用可充电的70 kWh电池。然后可以在蔚来的一个电池交换站更换电池，该站遍布中国大多数大城市。电池订阅费用为每月980元人民币，相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处：由于预付折扣，从蔚来购买电动汽车变得更加实惠，订阅模式确保用户受益于电池技术的进步和更好的性能随着时间的推移。将电池成本与汽车价格脱钩为蔚来创造了一个全新的订阅收入来源。“BaaS”订阅的收入可用于增加蔚来充电/更换站网络的密度。电池订阅模式还将客户与蔚来绑定在一起，有可能增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>福特和蔚来准备从电动汽车电池成本下降中受益，因为它们增加了资本配置。随着越来越多的投资流入开发更高效的电池，性能将会提高，成本将会下降，这将推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车与内燃机乘用车相比更具竞争力。但由于蔚来明确围绕电池订阅构建其商业模式的一部分，蔚来可能比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德(Schroders)提供的信息，自2014年以来，电动汽车的电池成本已下降70%，并且在本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS”模式非常天才，从长远来看，它可能会发展成为蔚来每年5亿美元的收入机会。尽管福特正在加大对电池技术的投资，但这一类别的赢家是：蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特5月份销量同比增长4.1%，但电动汽车销量（包括混合动力汽车）同比飙升184%，福特5月份售出创纪录的10,364辆电动汽车/混合动力汽车。Escape electrified销量和Explorer Hybrid销量同比增长125%和132%，显示出强劲的客户接受度。蔚来上个月交付了6,711辆汽车，其中包括3,017辆ES6、1,412辆ES8和2,282辆EC6。5月份总交付量同比增长率为95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销售额是蔚来的54倍，这为蔚来创造了更多的销售增长和价值重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来的估值差异就像白天和黑夜的区别。这是因为尽管电动汽车类别出现爆炸性增长，但福特仍被视为一家成熟的汽车制造商，预计企业销量将实现中低位数增长。预计到2025财年（基准年：2020财年），福特的收入将增长33%，蔚来的收入将增长808%！</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于这些销量增长的差异，蔚来与福特完全相反，至少就估值而言。这家中国电动汽车制造商预计今年的销量和交付量将增长接近100%，由于蔚来只经营电动汽车，蔚来的市值与销售额比率远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来风险更大……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业，但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。蔚来的全球总销量增长潜力更大，因为与福特相比，它的收入基础较小。但也有一些事情对蔚来不利。例如，对于蔚来来说，由于生产缺陷而导致的召回将是一个比福特更大的挑战，福特可以依赖全球服务和分销网络。蔚来的估值也并非没有风险，因为生产受挫导致销售增长意外放缓将对财务状况造成更大的影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>终审判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更“性感”的汽车制造商。中欧的强劲采用和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩，这是天才之举。你为这种增长付出了高昂的代价，但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展，随着汽车制造商对其车队进行电气化，电动汽车销量的比例将会增加。福特在电动汽车市场潜力巨大，但由于电动汽车销量占总销量的比例仍然相对较低，福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力，请购买蔚来。如果您相信全球电动汽车市场的潜力并且不喜欢太多风险，请购买福特。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1,"symbols_score_info":{"F":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124583749,"gmtCreate":1624772543081,"gmtModify":1631892796312,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"The mkt is robust now","listText":"The mkt is robust now","text":"The mkt is robust now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124583749","repostId":"2146602842","repostType":2,"isVote":1,"tweetType":1,"viewCount":2591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125705732,"gmtCreate":1624690692526,"gmtModify":1631884162968,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NKE\">$Nike(NKE)$</a>&nbsp;whoppee!&nbsp;","listText":"<a href=\"https://laohu8.com/S/NKE\">$Nike(NKE)$</a>&nbsp;whoppee!&nbsp;","text":"$Nike(NKE)$ whoppee!","images":[{"img":"https://static.tigerbbs.com/d2589c7b878d4bdb38cff1630b18a61a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125705732","isVote":1,"tweetType":1,"viewCount":2705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":121233468,"gmtCreate":1624464693654,"gmtModify":1631892796312,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"Im upbeat on the earnings","listText":"Im upbeat on the earnings","text":"Im upbeat on the earnings","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121233468","repostId":"2145097908","repostType":2,"isVote":1,"tweetType":1,"viewCount":2778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121230673,"gmtCreate":1624464603692,"gmtModify":1631892796317,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"I doubt","listText":"I doubt","text":"I doubt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121230673","repostId":"1145825451","repostType":4,"isVote":1,"tweetType":1,"viewCount":1791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169300590,"gmtCreate":1623814894210,"gmtModify":1631892796321,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"There are currently no strong brands in android sector&nbsp;to rival against apple&nbsp;","listText":"There are currently no strong brands in android sector&nbsp;to rival against apple&nbsp;","text":"There are currently no strong brands in android sector to rival against apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169300590","repostId":"1109582645","repostType":2,"repost":{"id":"1109582645","kind":"news","pubTimestamp":1623808952,"share":"https://www.laohu8.com/m/news/1109582645?lang=zh_CN&edition=full","pubTime":"2021-06-16 10:02","market":"us","language":"en","title":"Why Goldman Sachs Changed Its Mind On Apple Stock<blockquote>高盛为何改变对苹果股票的看法</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109582645","media":"TheStreet","summary":"After being on the spotlight for latching on to his pessimism over Apple stock, even following stron","content":"<p>After being on the spotlight for latching on to his pessimism over Apple stock, even&nbsp;following strong quarterly results, famed bear Rod Hall at Goldman Sachs threw in the towel and&nbsp;changed his position on AAPLfrom sell to neutral. Last week, he gave an interview to CNBC and further elaborated on his decision.</p><p><blockquote>即使在季度业绩强劲之后，高盛著名的空头罗德·霍尔(Rod Hall)仍因对苹果股票持悲观态度而成为人们关注的焦点，但他还是认输了，将他对AAPL的仓位从卖出改为中性。上周，他接受了CNBC的采访，进一步阐述了自己的决定。</blockquote></p><p> The Apple Maven takes a closer look at this bear’s journey from highly skeptical to timidly optimistic about Apple shares.</p><p><blockquote>这位苹果专家仔细研究了这只空头对苹果股票从高度怀疑到谨慎乐观的历程。</blockquote></p><p> <b>iPhone at the center of the bear case</b></p><p><blockquote><b>熊壳中央的iPhone</b></blockquote></p><p> At the core of Goldman Sachs’ sell rating on Apple stock was the Cupertino company's challenges at meeting iPhone sales growth metrics going forward. Rod Hall explained it:</p><p><blockquote>高盛对苹果股票的卖出评级的核心是这家库比蒂诺公司在满足未来iPhone销售增长指标方面面临的挑战。罗德·霍尔解释道：</blockquote></p><p>   “Apple continues to show strong execution, but we see fundamentals more likely to disappoint in 2021 as the long-anticipated 5G iPhone fails to meet optimistic consensus expectations and services revenue growth slows.”  To be fair, Apple’s most recent financial results had been far from exhilarating ahead of Goldman’s stock rating upgrade. The Cupertino company's main revenue generator, the iPhone, had produced timid results in 2020, making some wonder if smartphone sales would disappoint&nbsp;at the start of the 5G cycle.</p><p><blockquote>“苹果继续表现出强劲的执行力，但我们认为2021年的基本面更有可能令人失望，因为人们期待已久的5G iPhone未能达到乐观的共识预期，服务收入增长放缓。”公平地说，在高盛股票评级上调之前，苹果最近的财务业绩远非令人振奋。这家库比蒂诺公司的主要收入来源iPhone在2020年的业绩不佳，这让一些人怀疑智能手机销量是否会在5G周期开始时令人失望。</blockquote></p><p> The plateauing in smartphone sales preceded the pandemic year. Based on data from third party-research companies Gartner and Strategy Analytics, 187 million iPhones were sold in 2019, fewer than the 217 million of 2018. And from 2019 to 2020, there was an unprecedented decrease in iPhone revenues: from $142 billion to $138 billion last year.</p><p><blockquote>智能手机销量在疫情年之前就趋于平稳。根据第三方研究公司Gartner和Strategy Analytics的数据，2019年iPhone销量为1.87亿部，低于2018年的2.17亿部。从2019年到2020年，iPhone的收入出现了前所未有的下降：从1420亿美元下降到去年的1380亿美元。</blockquote></p><p> Therefore, and based on recent trends, Rod Hall’s bearishness towards the iPhone seemed reasonably justifiable. What had been missing to tip Apple stock over, in the analyst’s view, was a negative catalyst. He believed that the COVID-19 pandemic could be it.</p><p><blockquote>因此，根据最近的趋势，罗德·霍尔对iPhone的看跌似乎是有道理的。分析师认为，推动苹果股价上涨的因素是负面催化剂。他相信新冠肺炎·疫情可能就是它。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89631d8083d43e0daee7828d45e7a67a\" tg-width=\"627\" tg-height=\"453\"><span>Figure 1: iPhone quarterly revenue ($bn).</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：iPhone季度收入（十亿美元）。</span></p></blockquote></p><p> <b>When Goldman Sachs fell off the horse</b></p><p><blockquote><b>当高盛落马</b></blockquote></p><p> Goldman’s rating change on AAPL came in April, after&nbsp;the Cupertino company crushed expectations&nbsp;and released a blowout earnings report. Fiscal second quarter 2021 marked a turning point in iPhone 12 sales, after Apple faced delays&nbsp;in the launch of the new device.</p><p><blockquote>今年4月，在这家库比蒂诺公司超出预期并发布井喷式收益报告后，高盛对苹果公司的评级发生了变化。2021财年第二季度标志着iPhone 12销售的转折点，此前苹果面临新设备发布的延迟。</blockquote></p><p> Apple reported iPhone revenues of $47.9 billion versus Wall Street’s consensus $41.5 billion. Year-over-year, the top-line increase was a staggering $19 billion, representing growth of 65%.</p><p><blockquote>苹果公布的iPhone营收为479亿美元，而华尔街普遍预期为415亿美元。与去年同期相比，营收增长了惊人的190亿美元，增长了65%。</blockquote></p><p> These numbers probably caught Goldman’s Rod Hall flat-footed.</p><p><blockquote>这些数字可能让高盛的罗德·霍尔措手不及。</blockquote></p><p> <b>How Goldman Sachs sees Apple going forward</b></p><p><blockquote><b>高盛如何看待苹果的未来</b></blockquote></p><p> According to Goldman, the neutral position on AAPL is justified by one key metric: revenues per user. The analyst believes that growth in this metric should be in line with U.S. GDP. He points out that Apple's revenues per user have remained static in recent years, only rising during the pandemic due to stay-at-home trends.</p><p><blockquote>高盛表示，一个关键指标证明了对AAPL的中立立场是合理的：每用户收入。该分析师认为，该指标的增长应与美国GDP保持一致。他指出，苹果的每用户收入近年来保持不变，只是在疫情期间由于居家趋势而有所上升。</blockquote></p><p> On the bullish side of the argument, Rod Hall sees the importance of privacy, and thinks that Apple could benefit from increased demand for being an advocate of user data protection. On the bearish side, the analyst remains skeptical that the services segment will grow as much as expected, and that only about 20% to 25% of active users will pay for Apple services.</p><p><blockquote>从乐观的角度来看，罗德·霍尔看到了隐私的重要性，并认为苹果可以从成为用户数据保护倡导者的需求增加中受益。悲观的一面是，分析师仍然怀疑服务领域是否会像预期的那样增长，并且只有约20%至25%的活跃用户会为苹果服务付费。</blockquote></p><p> <b>The Apple Maven's take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> Rod Hall has not been the first and will not be the last on Wall Street to be proven wrong on a stock rating. Goldman Sachs' position was contrarian, and bold for the same reason. Yet, the Apple Maven believes that Rod Hall’s cautious stance could still be a bit too conservative.</p><p><blockquote>罗德·霍尔不是华尔街第一个也不会是最后一个被证明股票评级错误的人。高盛的立场是逆向的，出于同样的原因也很大胆。然而，这位苹果专家认为，罗德·霍尔的谨慎立场可能仍然有点过于保守。</blockquote></p><p> While stay-at-home trends may have distorted fiscal 2020 and early 2021 results, the 5G cycle, the M1 architecture, the expansion of the services portfolio and resilient consumer spending in general may still help to boost Apple's revenue-per-user metric – Goldman’s key concern.</p><p><blockquote>虽然居家趋势可能扭曲了2020财年和2021年初的业绩，但5G周期、M1架构、服务组合的扩张和总体上有弹性的消费者支出可能仍有助于提高苹果的每用户收入指标——高盛的主要关注点。</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 Goldman Sachs Changed Its Mind On Apple Stock<blockquote>高盛为何改变对苹果股票的看法</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 Goldman Sachs Changed Its Mind On Apple Stock<blockquote>高盛为何改变对苹果股票的看法</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-06-16 10:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After being on the spotlight for latching on to his pessimism over Apple stock, even&nbsp;following strong quarterly results, famed bear Rod Hall at Goldman Sachs threw in the towel and&nbsp;changed his position on AAPLfrom sell to neutral. Last week, he gave an interview to CNBC and further elaborated on his decision.</p><p><blockquote>即使在季度业绩强劲之后，高盛著名的空头罗德·霍尔(Rod Hall)仍因对苹果股票持悲观态度而成为人们关注的焦点，但他还是认输了，将他对AAPL的仓位从卖出改为中性。上周，他接受了CNBC的采访，进一步阐述了自己的决定。</blockquote></p><p> The Apple Maven takes a closer look at this bear’s journey from highly skeptical to timidly optimistic about Apple shares.</p><p><blockquote>这位苹果专家仔细研究了这只空头对苹果股票从高度怀疑到谨慎乐观的历程。</blockquote></p><p> <b>iPhone at the center of the bear case</b></p><p><blockquote><b>熊壳中央的iPhone</b></blockquote></p><p> At the core of Goldman Sachs’ sell rating on Apple stock was the Cupertino company's challenges at meeting iPhone sales growth metrics going forward. Rod Hall explained it:</p><p><blockquote>高盛对苹果股票的卖出评级的核心是这家库比蒂诺公司在满足未来iPhone销售增长指标方面面临的挑战。罗德·霍尔解释道：</blockquote></p><p>   “Apple continues to show strong execution, but we see fundamentals more likely to disappoint in 2021 as the long-anticipated 5G iPhone fails to meet optimistic consensus expectations and services revenue growth slows.”  To be fair, Apple’s most recent financial results had been far from exhilarating ahead of Goldman’s stock rating upgrade. The Cupertino company's main revenue generator, the iPhone, had produced timid results in 2020, making some wonder if smartphone sales would disappoint&nbsp;at the start of the 5G cycle.</p><p><blockquote>“苹果继续表现出强劲的执行力，但我们认为2021年的基本面更有可能令人失望，因为人们期待已久的5G iPhone未能达到乐观的共识预期，服务收入增长放缓。”公平地说，在高盛股票评级上调之前，苹果最近的财务业绩远非令人振奋。这家库比蒂诺公司的主要收入来源iPhone在2020年的业绩不佳，这让一些人怀疑智能手机销量是否会在5G周期开始时令人失望。</blockquote></p><p> The plateauing in smartphone sales preceded the pandemic year. Based on data from third party-research companies Gartner and Strategy Analytics, 187 million iPhones were sold in 2019, fewer than the 217 million of 2018. And from 2019 to 2020, there was an unprecedented decrease in iPhone revenues: from $142 billion to $138 billion last year.</p><p><blockquote>智能手机销量在疫情年之前就趋于平稳。根据第三方研究公司Gartner和Strategy Analytics的数据，2019年iPhone销量为1.87亿部，低于2018年的2.17亿部。从2019年到2020年，iPhone的收入出现了前所未有的下降：从1420亿美元下降到去年的1380亿美元。</blockquote></p><p> Therefore, and based on recent trends, Rod Hall’s bearishness towards the iPhone seemed reasonably justifiable. What had been missing to tip Apple stock over, in the analyst’s view, was a negative catalyst. He believed that the COVID-19 pandemic could be it.</p><p><blockquote>因此，根据最近的趋势，罗德·霍尔对iPhone的看跌似乎是有道理的。分析师认为，推动苹果股价上涨的因素是负面催化剂。他相信新冠肺炎·疫情可能就是它。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89631d8083d43e0daee7828d45e7a67a\" tg-width=\"627\" tg-height=\"453\"><span>Figure 1: iPhone quarterly revenue ($bn).</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：iPhone季度收入（十亿美元）。</span></p></blockquote></p><p> <b>When Goldman Sachs fell off the horse</b></p><p><blockquote><b>当高盛落马</b></blockquote></p><p> Goldman’s rating change on AAPL came in April, after&nbsp;the Cupertino company crushed expectations&nbsp;and released a blowout earnings report. Fiscal second quarter 2021 marked a turning point in iPhone 12 sales, after Apple faced delays&nbsp;in the launch of the new device.</p><p><blockquote>今年4月，在这家库比蒂诺公司超出预期并发布井喷式收益报告后，高盛对苹果公司的评级发生了变化。2021财年第二季度标志着iPhone 12销售的转折点，此前苹果面临新设备发布的延迟。</blockquote></p><p> Apple reported iPhone revenues of $47.9 billion versus Wall Street’s consensus $41.5 billion. Year-over-year, the top-line increase was a staggering $19 billion, representing growth of 65%.</p><p><blockquote>苹果公布的iPhone营收为479亿美元，而华尔街普遍预期为415亿美元。与去年同期相比，营收增长了惊人的190亿美元，增长了65%。</blockquote></p><p> These numbers probably caught Goldman’s Rod Hall flat-footed.</p><p><blockquote>这些数字可能让高盛的罗德·霍尔措手不及。</blockquote></p><p> <b>How Goldman Sachs sees Apple going forward</b></p><p><blockquote><b>高盛如何看待苹果的未来</b></blockquote></p><p> According to Goldman, the neutral position on AAPL is justified by one key metric: revenues per user. The analyst believes that growth in this metric should be in line with U.S. GDP. He points out that Apple's revenues per user have remained static in recent years, only rising during the pandemic due to stay-at-home trends.</p><p><blockquote>高盛表示，一个关键指标证明了对AAPL的中立立场是合理的：每用户收入。该分析师认为，该指标的增长应与美国GDP保持一致。他指出，苹果的每用户收入近年来保持不变，只是在疫情期间由于居家趋势而有所上升。</blockquote></p><p> On the bullish side of the argument, Rod Hall sees the importance of privacy, and thinks that Apple could benefit from increased demand for being an advocate of user data protection. On the bearish side, the analyst remains skeptical that the services segment will grow as much as expected, and that only about 20% to 25% of active users will pay for Apple services.</p><p><blockquote>从乐观的角度来看，罗德·霍尔看到了隐私的重要性，并认为苹果可以从成为用户数据保护倡导者的需求增加中受益。悲观的一面是，分析师仍然怀疑服务领域是否会像预期的那样增长，并且只有约20%至25%的活跃用户会为苹果服务付费。</blockquote></p><p> <b>The Apple Maven's take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> Rod Hall has not been the first and will not be the last on Wall Street to be proven wrong on a stock rating. Goldman Sachs' position was contrarian, and bold for the same reason. Yet, the Apple Maven believes that Rod Hall’s cautious stance could still be a bit too conservative.</p><p><blockquote>罗德·霍尔不是华尔街第一个也不会是最后一个被证明股票评级错误的人。高盛的立场是逆向的，出于同样的原因也很大胆。然而，这位苹果专家认为，罗德·霍尔的谨慎立场可能仍然有点过于保守。</blockquote></p><p> While stay-at-home trends may have distorted fiscal 2020 and early 2021 results, the 5G cycle, the M1 architecture, the expansion of the services portfolio and resilient consumer spending in general may still help to boost Apple's revenue-per-user metric – Goldman’s key concern.</p><p><blockquote>虽然居家趋势可能扭曲了2020财年和2021年初的业绩，但5G周期、M1架构、服务组合的扩张和总体上有弹性的消费者支出可能仍有助于提高苹果的每用户收入指标——高盛的主要关注点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/news/why-goldman-sachs-changed-its-mind-on-apple-stock\">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/news/why-goldman-sachs-changed-its-mind-on-apple-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109582645","content_text":"After being on the spotlight for latching on to his pessimism over Apple stock, even following strong quarterly results, famed bear Rod Hall at Goldman Sachs threw in the towel and changed his position on AAPLfrom sell to neutral. Last week, he gave an interview to CNBC and further elaborated on his decision.\nThe Apple Maven takes a closer look at this bear’s journey from highly skeptical to timidly optimistic about Apple shares.\niPhone at the center of the bear case\nAt the core of Goldman Sachs’ sell rating on Apple stock was the Cupertino company's challenges at meeting iPhone sales growth metrics going forward. Rod Hall explained it:\n\n “Apple continues to show strong execution, but we see fundamentals more likely to disappoint in 2021 as the long-anticipated 5G iPhone fails to meet optimistic consensus expectations and services revenue growth slows.”\n\nTo be fair, Apple’s most recent financial results had been far from exhilarating ahead of Goldman’s stock rating upgrade. The Cupertino company's main revenue generator, the iPhone, had produced timid results in 2020, making some wonder if smartphone sales would disappoint at the start of the 5G cycle.\nThe plateauing in smartphone sales preceded the pandemic year. Based on data from third party-research companies Gartner and Strategy Analytics, 187 million iPhones were sold in 2019, fewer than the 217 million of 2018. And from 2019 to 2020, there was an unprecedented decrease in iPhone revenues: from $142 billion to $138 billion last year.\nTherefore, and based on recent trends, Rod Hall’s bearishness towards the iPhone seemed reasonably justifiable. What had been missing to tip Apple stock over, in the analyst’s view, was a negative catalyst. He believed that the COVID-19 pandemic could be it.\nFigure 1: iPhone quarterly revenue ($bn).\nWhen Goldman Sachs fell off the horse\nGoldman’s rating change on AAPL came in April, after the Cupertino company crushed expectations and released a blowout earnings report. Fiscal second quarter 2021 marked a turning point in iPhone 12 sales, after Apple faced delays in the launch of the new device.\nApple reported iPhone revenues of $47.9 billion versus Wall Street’s consensus $41.5 billion. Year-over-year, the top-line increase was a staggering $19 billion, representing growth of 65%.\nThese numbers probably caught Goldman’s Rod Hall flat-footed.\nHow Goldman Sachs sees Apple going forward\nAccording to Goldman, the neutral position on AAPL is justified by one key metric: revenues per user. The analyst believes that growth in this metric should be in line with U.S. GDP. He points out that Apple's revenues per user have remained static in recent years, only rising during the pandemic due to stay-at-home trends.\nOn the bullish side of the argument, Rod Hall sees the importance of privacy, and thinks that Apple could benefit from increased demand for being an advocate of user data protection. On the bearish side, the analyst remains skeptical that the services segment will grow as much as expected, and that only about 20% to 25% of active users will pay for Apple services.\nThe Apple Maven's take\nRod Hall has not been the first and will not be the last on Wall Street to be proven wrong on a stock rating. Goldman Sachs' position was contrarian, and bold for the same reason. Yet, the Apple Maven believes that Rod Hall’s cautious stance could still be a bit too conservative.\nWhile stay-at-home trends may have distorted fiscal 2020 and early 2021 results, the 5G cycle, the M1 architecture, the expansion of the services portfolio and resilient consumer spending in general may still help to boost Apple's revenue-per-user metric – Goldman’s key concern.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169972722,"gmtCreate":1623814792166,"gmtModify":1631884324653,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"Hope prices will ramp up again","listText":"Hope prices will ramp up again","text":"Hope prices will ramp up again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169972722","repostId":"1105892749","repostType":2,"repost":{"id":"1105892749","kind":"news","pubTimestamp":1623809672,"share":"https://www.laohu8.com/m/news/1105892749?lang=zh_CN&edition=full","pubTime":"2021-06-16 10:14","market":"us","language":"en","title":"Tesla Bulls Look for Stock Catalysts. They Found Three.<blockquote>特斯拉多头寻找股票催化剂。他们找到了三个。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105892749","media":"Barrons","summary":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bu","content":"<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.</p><p><blockquote>特斯拉股票的疲软表现让看涨分析师最近感到失望。他们正在寻找催化剂，使股价摆脱最近的恐慌。</blockquote></p><p> Tesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.</p><p><blockquote>特斯拉股价（股票代码：TSLA）今年迄今已下跌约15%，较1月份52周高点900.40美元下跌约50%。从股票角度来看，特斯拉已经将领导权让给了传统汽车制造商：通用汽车(GM)和福特汽车(F)的股价今年迄今分别上涨了45%和70%。</blockquote></p><p> That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a&nbsp;highly concentrated&nbsp;time frame,” he writes.</p><p><blockquote>这一表现让特斯拉多头感到困惑。摩根士丹利分析师亚当·乔纳斯(Adam Jonas)在周一晚间的一份报告中写道：“让我们从该股的起点开始，以健康的智力诚实开始。”他是特斯拉股票买入的牛市评级。他对该股的目标价为每股900美元，比近期水平高出近50%。他写道：“即使是多头也应该承认，2020年下半年股价的上涨虽然原则上也许是理所应当的，但却是在一个高度集中的时间框架内进行的。”</blockquote></p><p> Tesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the&nbsp;S&amp;P 500.</p><p><blockquote>受强劲盈利、强劲交付以及该股被纳入标准普尔500指数的提振，特斯拉股价在2020年下半年上涨了227%。</blockquote></p><p> “The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.</p><p><blockquote>乔纳斯补充道：“该股五年的大部分表现都集中在大约五个月内。”他说，他的客户现在正在寻找下一个可以推动股票再次上涨的大事件。他的想法包括在德克萨斯州和德国扩大产能。此后，他预测从现在到本世纪中期，特斯拉将再开设五家工厂。</blockquote></p><p> Jonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.</p><p><blockquote>Jonas还希望特斯拉推出另一款新车型。据他估计，特斯拉的Y、X、3和S车型仅占汽车行业总潜在市场的15%左右。模型扩展将是积极的。尽管该公司将于2021年晚些时候交付其Cybertruck，但这并不是短期内的事情。</blockquote></p><p> Canaccord analyst&nbsp;Jonathan Dorsheimer&nbsp;is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.</p><p><blockquote>Canaccord分析师Jonathan Dorsheimer正在另一个领域寻找催化剂：住宅太阳能。他看好的部分原因是“特斯拉正在创建一个能源品牌和一个苹果式的产品生态系统，具有以客户为中心的连接，将汽车、太阳能和备用电源无缝结合，”他在周日发布的一份报告中写道。</blockquote></p><p> Dorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his&nbsp;price target&nbsp;to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.</p><p><blockquote>多斯海默很乐观，但最近感觉有点沮丧。他仍将该股评级为买入，但在报告中将目标价从974美元下调至812美元。除此之外，他对电池延迟感到失望。特斯拉正计划使用更大的电池，以保证更好的续航里程、充电时间和成本。那些电池还没有上市。</blockquote></p><p> Looking a little further back, Goldman Sachs analyst&nbsp;Mark Delaney&nbsp;was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.</p><p><blockquote>再往前看，高盛分析师Mark Delaney上周观看了特斯拉Model S Plaid交付活动。格子可以在不到两秒钟的时间内从零加速到60英里/小时。德莱尼对这项技术印象深刻，但指出售价约13万美元的Plaid是一款小众汽车。他希望2021年的交付量能够超出预期。德莱尼将在2021年为特斯拉设计875,000辆汽车。华尔街的共识数字更接近82.5万。</blockquote></p><p> Delaney rates shares Buy and has an $860 price target.</p><p><blockquote>德莱尼将股票评级为买入，目标价为860美元。</blockquote></p><p> New production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.</p><p><blockquote>新产量的增加、强劲的交付量和不断增长的太阳能业务是这三家公司未来几个月将关注的焦点。如果一切顺利，只要同时没有坏消息，这些催化剂应该足以推动特斯拉股价走高。</blockquote></p><p> Tesla stock was down 3%&nbsp;to $599.36&nbsp;on&nbsp;Tuesday, and down slightly for the week.</p><p><blockquote>特斯拉股价周二下跌3%，至599.36美元，本周小幅下跌。</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 Bulls Look for Stock Catalysts. They Found Three.<blockquote>特斯拉多头寻找股票催化剂。他们找到了三个。</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 Bulls Look for Stock Catalysts. They Found Three.<blockquote>特斯拉多头寻找股票催化剂。他们找到了三个。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-16 10:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.</p><p><blockquote>特斯拉股票的疲软表现让看涨分析师最近感到失望。他们正在寻找催化剂，使股价摆脱最近的恐慌。</blockquote></p><p> Tesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.</p><p><blockquote>特斯拉股价（股票代码：TSLA）今年迄今已下跌约15%，较1月份52周高点900.40美元下跌约50%。从股票角度来看，特斯拉已经将领导权让给了传统汽车制造商：通用汽车(GM)和福特汽车(F)的股价今年迄今分别上涨了45%和70%。</blockquote></p><p> That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a&nbsp;highly concentrated&nbsp;time frame,” he writes.</p><p><blockquote>这一表现让特斯拉多头感到困惑。摩根士丹利分析师亚当·乔纳斯(Adam Jonas)在周一晚间的一份报告中写道：“让我们从该股的起点开始，以健康的智力诚实开始。”他是特斯拉股票买入的牛市评级。他对该股的目标价为每股900美元，比近期水平高出近50%。他写道：“即使是多头也应该承认，2020年下半年股价的上涨虽然原则上也许是理所应当的，但却是在一个高度集中的时间框架内进行的。”</blockquote></p><p> Tesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the&nbsp;S&amp;P 500.</p><p><blockquote>受强劲盈利、强劲交付以及该股被纳入标准普尔500指数的提振，特斯拉股价在2020年下半年上涨了227%。</blockquote></p><p> “The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.</p><p><blockquote>乔纳斯补充道：“该股五年的大部分表现都集中在大约五个月内。”他说，他的客户现在正在寻找下一个可以推动股票再次上涨的大事件。他的想法包括在德克萨斯州和德国扩大产能。此后，他预测从现在到本世纪中期，特斯拉将再开设五家工厂。</blockquote></p><p> Jonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.</p><p><blockquote>Jonas还希望特斯拉推出另一款新车型。据他估计，特斯拉的Y、X、3和S车型仅占汽车行业总潜在市场的15%左右。模型扩展将是积极的。尽管该公司将于2021年晚些时候交付其Cybertruck，但这并不是短期内的事情。</blockquote></p><p> Canaccord analyst&nbsp;Jonathan Dorsheimer&nbsp;is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.</p><p><blockquote>Canaccord分析师Jonathan Dorsheimer正在另一个领域寻找催化剂：住宅太阳能。他看好的部分原因是“特斯拉正在创建一个能源品牌和一个苹果式的产品生态系统，具有以客户为中心的连接，将汽车、太阳能和备用电源无缝结合，”他在周日发布的一份报告中写道。</blockquote></p><p> Dorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his&nbsp;price target&nbsp;to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.</p><p><blockquote>多斯海默很乐观，但最近感觉有点沮丧。他仍将该股评级为买入，但在报告中将目标价从974美元下调至812美元。除此之外，他对电池延迟感到失望。特斯拉正计划使用更大的电池，以保证更好的续航里程、充电时间和成本。那些电池还没有上市。</blockquote></p><p> Looking a little further back, Goldman Sachs analyst&nbsp;Mark Delaney&nbsp;was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.</p><p><blockquote>再往前看，高盛分析师Mark Delaney上周观看了特斯拉Model S Plaid交付活动。格子可以在不到两秒钟的时间内从零加速到60英里/小时。德莱尼对这项技术印象深刻，但指出售价约13万美元的Plaid是一款小众汽车。他希望2021年的交付量能够超出预期。德莱尼将在2021年为特斯拉设计875,000辆汽车。华尔街的共识数字更接近82.5万。</blockquote></p><p> Delaney rates shares Buy and has an $860 price target.</p><p><blockquote>德莱尼将股票评级为买入，目标价为860美元。</blockquote></p><p> New production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.</p><p><blockquote>新产量的增加、强劲的交付量和不断增长的太阳能业务是这三家公司未来几个月将关注的焦点。如果一切顺利，只要同时没有坏消息，这些催化剂应该足以推动特斯拉股价走高。</blockquote></p><p> Tesla stock was down 3%&nbsp;to $599.36&nbsp;on&nbsp;Tuesday, and down slightly for the week.</p><p><blockquote>特斯拉股价周二下跌3%，至599.36美元，本周小幅下跌。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA\">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-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105892749","content_text":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.\nTesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.\nThat performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a highly concentrated time frame,” he writes.\nTesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the S&P 500.\n“The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.\nJonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.\nCanaccord analyst Jonathan Dorsheimer is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.\nDorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his price target to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.\nLooking a little further back, Goldman Sachs analyst Mark Delaney was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.\nDelaney rates shares Buy and has an $860 price target.\nNew production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.\nTesla stock was down 3% to $599.36 on Tuesday, and down slightly for the week.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196512936,"gmtCreate":1621073272725,"gmtModify":1631892796323,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"I support musk's decision&nbsp;","listText":"I support musk's decision&nbsp;","text":"I support musk's decision","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196512936","repostId":"2135960774","repostType":2,"isVote":1,"tweetType":1,"viewCount":1441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196516635,"gmtCreate":1621073138327,"gmtModify":1631892796328,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"Prob to buy some&nbsp;now to lower the average price&nbsp;but still b prepared to hold","listText":"Prob to buy some&nbsp;now to lower the average price&nbsp;but still b prepared to hold","text":"Prob to buy some now to lower the average price but still b prepared to hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196516635","repostId":"1120393789","repostType":2,"isVote":1,"tweetType":1,"viewCount":1728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191921485,"gmtCreate":1620835228247,"gmtModify":1631892796326,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"[流泪]&nbsp;wrong entry time. Was&nbsp;those positive news from elon a means to push up the prices in order for him to sell his shares?&nbsp;","listText":"[流泪]&nbsp;wrong entry time. Was&nbsp;those positive news from elon a means to push up the prices in order for him to sell his shares?&nbsp;","text":"[流泪] wrong entry time. Was those positive news from elon a means to push up the prices in order for him to sell his shares?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191921485","repostId":"1139120087","repostType":2,"isVote":1,"tweetType":1,"viewCount":1544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199227526,"gmtCreate":1620710126065,"gmtModify":1631892796328,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"Airbnb has potential","listText":"Airbnb has potential","text":"Airbnb has potential","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199227526","repostId":"1172286004","repostType":4,"repost":{"id":"1172286004","kind":"news","pubTimestamp":1620702414,"share":"https://www.laohu8.com/m/news/1172286004?lang=zh_CN&edition=full","pubTime":"2021-05-11 11:06","market":"us","language":"en","title":"Millennials Lead New Wave Of Post-Pandemic Vacation Travelers: Report<blockquote>报告称，千禧一代引领新一波大流行后度假旅行者</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172286004","media":"benzinga","summary":"As the nation emerges from its pandemic-era restrictions, higher-income millennials are leading the ","content":"<p><div> As the nation emerges from its pandemic-era restrictions, higher-income millennials are leading the rush to get back to traveling, according to a new study published by Tripadvisor Inc and Accenture ...</p><p><blockquote><div>根据猫途鹰公司和埃森哲发布的一项新研究，随着美国摆脱疫情时代的限制，高收入的千禧一代正在引领回归旅行的热潮...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/05/21041964/millennials-lead-new-wave-of-post-pandemic-vacation-travelers-report\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/05/21041964/millennials-lead-new-wave-of-post-pandemic-vacation-travelers-report\">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>Millennials Lead New Wave Of Post-Pandemic Vacation Travelers: Report<blockquote>报告称，千禧一代引领新一波大流行后度假旅行者</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\">\nMillennials Lead New Wave Of Post-Pandemic Vacation Travelers: Report<blockquote>报告称，千禧一代引领新一波大流行后度假旅行者</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">benzinga</strong><span class=\"h-time small\">2021-05-11 11:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> As the nation emerges from its pandemic-era restrictions, higher-income millennials are leading the rush to get back to traveling, according to a new study published by Tripadvisor Inc and Accenture ...</p><p><blockquote><div>根据猫途鹰公司和埃森哲发布的一项新研究，随着美国摆脱疫情时代的限制，高收入的千禧一代正在引领回归旅行的热潮...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/05/21041964/millennials-lead-new-wave-of-post-pandemic-vacation-travelers-report\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/05/21041964/millennials-lead-new-wave-of-post-pandemic-vacation-travelers-report\">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/21/05/21041964/millennials-lead-new-wave-of-post-pandemic-vacation-travelers-report\">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":{},"source_url":"https://www.benzinga.com/news/21/05/21041964/millennials-lead-new-wave-of-post-pandemic-vacation-travelers-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172286004","content_text":"As the nation emerges from its pandemic-era restrictions, higher-income millennials are leading the rush to get back to traveling, according to a new study published by Tripadvisor Inc and Accenture Plc .What Happened:In a March 3 survey of 1,000 adults, 54% of respondents earning more than $50,000 said they were considering domestic air travel for their next trip later this year, with 25% of those earning $100,000 or more are considering flying abroad for their next trip.Millennials earning above $50,000 were the most eager to be back in the air, with 58% considering a domestic flight and 25% looking to go overseas. Furthermore, 32% of high-earning millennials said they planned to increase their travel spending in 2021, almost double the level of the Gen Z and baby boomer respondents, while 37% of this deep-pocketed demographic said they were looking to spend more than $5,000 on an upcoming luxury trip.Respondents who traveled during 2020 were more likely to express the urge to travel again this year versus those who sat last year out. One in three respondents said they were selecting a beach vacation as their next spring or summer holiday site while one in four were looking for city destinations.Why It Matters:\"It's fantastic to see U.S. traveler confidence returning, especially to destinations further afield,\" said Christine Maguire, general manager of global media business at Tripadvisor. \"What is also encouraging for brands and destinations is that, among those planning to spend more than $5,000 on their next trip, as many as 62% have not yet made a booking — and they are eager to spend more on travel than ever before.\"Furthermore, most of the vacation destinations will have staffing in place to greet the new wave of travelers. On May 7, the U.S. Bureau of Labor Statisticsreportedthe leisure and hospitality industry led the economy in employment during April by adding 331,000 jobs, more than any other industry.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199227025,"gmtCreate":1620710043867,"gmtModify":1631892796331,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"They should have better earnings for this qtr","listText":"They should have better earnings for this qtr","text":"They should have better earnings for this qtr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199227025","repostId":"2134630233","repostType":2,"isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199224416,"gmtCreate":1620709987235,"gmtModify":1634196912426,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"Not a good news","listText":"Not a good news","text":"Not a good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199224416","repostId":"1136409154","repostType":2,"repost":{"id":"1136409154","kind":"news","pubTimestamp":1620701484,"share":"https://www.laohu8.com/m/news/1136409154?lang=zh_CN&edition=full","pubTime":"2021-05-11 10:51","market":"us","language":"en","title":"Why Tesla Stock Just Pumped the Brakes Today<blockquote>为什么特斯拉股票今天刚刚踩刹车</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136409154","media":"fool","summary":"What happenedShares ofelectric cartitanTesla(NASDAQ:TSLA)had tumbled 4.1% by noon EDT on Monday on a","content":"<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p>Shares ofelectric cartitan<b>Tesla</b>(NASDAQ:TSLA)had tumbled 4.1% by noon EDT on Monday on a bevy of news reports that were at least tangentially related to the stock.</p><p><blockquote>Electric Cartitan股票<b>特斯拉</b>截至美国东部时间周一中午，（纳斯达克：TSLA）股价下跌4.1%，原因是一系列至少与该股无关的新闻报道。</blockquote></p><p>So what</p><p><blockquote>那又怎样</blockquote></p><p>This weekend, Elon Musk hosted<i>Saturday Night Live</i>. That should have been good news for Tesla -- the CEO did manage to plug his company in everything from the opening monologue to multiple skits. But Tesla's competitors didn't let the opportunity go to waste, either.</p><p><blockquote>本周末，埃隆·马斯克主持了<i>周六夜现场</i>这对特斯拉来说应该是个好消息——这位首席执行官确实设法让他的公司参与了从开场独白到多个短剧的所有内容。但特斯拉的竞争对手也没有浪费这个机会。</blockquote></p><p>Over the course of the 90-minute show,<b>Ford Motor Company</b>(NYSE:F),<b>Volkswagen</b>(OTC:VWAGY), and Lucid Motor company's<b>Churchill Capital Corp IV</b>(NYSE:CCIV)purchased air time to advertise their competing electric cars to folks tuning in to watch the Tesla CEO.</p><p><blockquote>在90分钟的节目中，<b>福特汽车公司</b>（纽约证券交易所代码：F），<b>大众汽车</b>（场外交易代码：VWAGY）和Lucid Motor company的<b>丘吉尔资本公司IV</b>（纽约证券交易所股票代码：CCIV）购买了播出时间，向收看特斯拉首席执行官讲话的人们宣传他们的竞争电动汽车。</blockquote></p><p>And speaking of competition, in another development that probably should have been good news for Tesla investors, Wedbush Securities took the opportunity to plug Tesla stock this morning. It said that \"underlying consumer EV demand looks robust in China, Europe, with the U.S. playing catchup,\" and that \"April and May demand look strong\" for EVs, reportsTheFly.com. Unfortunately, in the course of recommending once again that investorsbuy Tesla stock, Wedbush also described rising competition from EV rivals such as Ford, Volkswagen, and Lucid. And it highlightedthe chip shortagethat is slowing automotive production around the globe, and reminded investors ofTesla's PR crisis in China!</p><p><blockquote>说到竞争，韦德布什证券(Wedbush Securities)今天早上借此机会买入了特斯拉股票，这对特斯拉投资者来说可能是个好消息。据TheFly.com报道，该公司表示，“中国、欧洲的潜在消费者电动汽车需求看起来强劲，美国也在迎头赶上”，并且电动汽车“四月和五月的需求看起来强劲”。不幸的是，在再次建议投资者购买特斯拉股票的过程中，韦德布什还描述了来自福特、大众和Lucid等电动汽车竞争对手的日益激烈的竞争。它强调了芯片短缺正在减缓全球汽车生产，并提醒投资者特斯拉在中国的公关危机！</blockquote></p><p>Now what</p><p><blockquote>现在怎么办</blockquote></p><p>So what started out as an endorsement of Tesla stock, and a prediction that Tesla shares will go to $1,000, may have ended up just spooking Tesla investors further.</p><p><blockquote>因此，一开始对特斯拉股票的认可，以及特斯拉股价将升至1,000美元的预测，最终可能只会进一步吓坏特斯拉投资者。</blockquote></p><p>The last thing investors want to hear, when investing in a stock that costs 665 times earnings (andapparently not from any earnings selling cars), is more bad news on what was supposed to be a good-news day.</p><p><blockquote>当投资者投资一只市盈率为665倍的股票时（显然不是来自任何销售汽车的收益），投资者最不想听到的就是在本应是好消息的日子里出现更多坏消息。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Tesla Stock Just Pumped the Brakes Today<blockquote>为什么特斯拉股票今天刚刚踩刹车</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\">\nWhy Tesla Stock Just Pumped the Brakes Today<blockquote>为什么特斯拉股票今天刚刚踩刹车</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">fool</strong><span class=\"h-time small\">2021-05-11 10:51</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 ofelectric cartitan<b>Tesla</b>(NASDAQ:TSLA)had tumbled 4.1% by noon EDT on Monday on a bevy of news reports that were at least tangentially related to the stock.</p><p><blockquote>Electric Cartitan股票<b>特斯拉</b>截至美国东部时间周一中午，（纳斯达克：TSLA）股价下跌4.1%，原因是一系列至少与该股无关的新闻报道。</blockquote></p><p>So what</p><p><blockquote>那又怎样</blockquote></p><p>This weekend, Elon Musk hosted<i>Saturday Night Live</i>. That should have been good news for Tesla -- the CEO did manage to plug his company in everything from the opening monologue to multiple skits. But Tesla's competitors didn't let the opportunity go to waste, either.</p><p><blockquote>本周末，埃隆·马斯克主持了<i>周六夜现场</i>这对特斯拉来说应该是个好消息——这位首席执行官确实设法让他的公司参与了从开场独白到多个短剧的所有内容。但特斯拉的竞争对手也没有浪费这个机会。</blockquote></p><p>Over the course of the 90-minute show,<b>Ford Motor Company</b>(NYSE:F),<b>Volkswagen</b>(OTC:VWAGY), and Lucid Motor company's<b>Churchill Capital Corp IV</b>(NYSE:CCIV)purchased air time to advertise their competing electric cars to folks tuning in to watch the Tesla CEO.</p><p><blockquote>在90分钟的节目中，<b>福特汽车公司</b>（纽约证券交易所代码：F），<b>大众汽车</b>（场外交易代码：VWAGY）和Lucid Motor company的<b>丘吉尔资本公司IV</b>（纽约证券交易所股票代码：CCIV）购买了播出时间，向收看特斯拉首席执行官讲话的人们宣传他们的竞争电动汽车。</blockquote></p><p>And speaking of competition, in another development that probably should have been good news for Tesla investors, Wedbush Securities took the opportunity to plug Tesla stock this morning. It said that \"underlying consumer EV demand looks robust in China, Europe, with the U.S. playing catchup,\" and that \"April and May demand look strong\" for EVs, reportsTheFly.com. Unfortunately, in the course of recommending once again that investorsbuy Tesla stock, Wedbush also described rising competition from EV rivals such as Ford, Volkswagen, and Lucid. And it highlightedthe chip shortagethat is slowing automotive production around the globe, and reminded investors ofTesla's PR crisis in China!</p><p><blockquote>说到竞争，韦德布什证券(Wedbush Securities)今天早上借此机会买入了特斯拉股票，这对特斯拉投资者来说可能是个好消息。据TheFly.com报道，该公司表示，“中国、欧洲的潜在消费者电动汽车需求看起来强劲，美国也在迎头赶上”，并且电动汽车“四月和五月的需求看起来强劲”。不幸的是，在再次建议投资者购买特斯拉股票的过程中，韦德布什还描述了来自福特、大众和Lucid等电动汽车竞争对手的日益激烈的竞争。它强调了芯片短缺正在减缓全球汽车生产，并提醒投资者特斯拉在中国的公关危机！</blockquote></p><p>Now what</p><p><blockquote>现在怎么办</blockquote></p><p>So what started out as an endorsement of Tesla stock, and a prediction that Tesla shares will go to $1,000, may have ended up just spooking Tesla investors further.</p><p><blockquote>因此，一开始对特斯拉股票的认可，以及特斯拉股价将升至1,000美元的预测，最终可能只会进一步吓坏特斯拉投资者。</blockquote></p><p>The last thing investors want to hear, when investing in a stock that costs 665 times earnings (andapparently not from any earnings selling cars), is more bad news on what was supposed to be a good-news day.</p><p><blockquote>当投资者投资一只市盈率为665倍的股票时（显然不是来自任何销售汽车的收益），投资者最不想听到的就是在本应是好消息的日子里出现更多坏消息。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/05/10/why-tesla-stock-just-pumped-the-brakes-today/\">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":{"F":"福特汽车","TSLA":"特斯拉","VWAGY":"大众汽车ADR"},"source_url":"https://www.fool.com/investing/2021/05/10/why-tesla-stock-just-pumped-the-brakes-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136409154","content_text":"What happenedShares ofelectric cartitanTesla(NASDAQ:TSLA)had tumbled 4.1% by noon EDT on Monday on a bevy of news reports that were at least tangentially related to the stock.So whatThis weekend, Elon Musk hostedSaturday Night Live. That should have been good news for Tesla -- the CEO did manage to plug his company in everything from the opening monologue to multiple skits. But Tesla's competitors didn't let the opportunity go to waste, either.Over the course of the 90-minute show,Ford Motor Company(NYSE:F),Volkswagen(OTC:VWAGY), and Lucid Motor company'sChurchill Capital Corp IV(NYSE:CCIV)purchased air time to advertise their competing electric cars to folks tuning in to watch the Tesla CEO.And speaking of competition, in another development that probably should have been good news for Tesla investors, Wedbush Securities took the opportunity to plug Tesla stock this morning. It said that \"underlying consumer EV demand looks robust in China, Europe, with the U.S. playing catchup,\" and that \"April and May demand look strong\" for EVs, reportsTheFly.com. Unfortunately, in the course of recommending once again that investorsbuy Tesla stock, Wedbush also described rising competition from EV rivals such as Ford, Volkswagen, and Lucid. And it highlightedthe chip shortagethat is slowing automotive production around the globe, and reminded investors ofTesla's PR crisis in China!Now whatSo what started out as an endorsement of Tesla stock, and a prediction that Tesla shares will go to $1,000, may have ended up just spooking Tesla investors further.The last thing investors want to hear, when investing in a stock that costs 665 times earnings (andapparently not from any earnings selling cars), is more bad news on what was supposed to be a good-news day.","news_type":1,"symbols_score_info":{"TSLA":0.9,"VWAGY":0.9,"F":0.9,"CCIV":0.9}},"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199225154,"gmtCreate":1620709744078,"gmtModify":1634196913242,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"😨😨😨","listText":"😨😨😨","text":"😨😨😨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199225154","repostId":"1128256936","repostType":4,"isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199223572,"gmtCreate":1620709247196,"gmtModify":1631885487858,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"Time to keep watch and buy","listText":"Time to keep watch and buy","text":"Time to keep watch and buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/199223572","repostId":"2134551566","repostType":4,"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104552752,"gmtCreate":1620399575976,"gmtModify":1634205497526,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"I still thinkbeyond meat is overpriced","listText":"I still thinkbeyond meat is overpriced","text":"I still thinkbeyond meat is overpriced","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/104552752","repostId":"2133500490","repostType":4,"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105400909,"gmtCreate":1620313756101,"gmtModify":1631885488307,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"Time to buy","listText":"Time to buy","text":"Time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/105400909","repostId":"2133578858","repostType":2,"isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105577865,"gmtCreate":1620313729057,"gmtModify":1631885488310,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"Potential... Time to buy","listText":"Potential... Time to buy","text":"Potential... Time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105577865","repostId":"2133026520","repostType":2,"repost":{"id":"2133026520","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"T-Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1620296595,"share":"https://www.laohu8.com/m/news/2133026520?lang=zh_CN&edition=full","pubTime":"2021-05-06 18:23","market":"us","language":"en","title":"Tesla Communicated To Employees That Production Capacity For Q2 Is Already Sold Out With Still Almost 2 Months Left In Quarter - Electrek<blockquote>特斯拉向员工传达，第二季度产能已经售罄，本季度还剩近2个月-Electrek</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2133026520","media":"T-Reuters","summary":"Tesla Inc :Tesla Is Currently Seeing Exceptionally Strong Demand For Its Vehicles As It Is Already S","content":"<p><html><body>Tesla Inc <tsla.o>:Tesla Is Currently Seeing Exceptionally Strong Demand For Its Vehicles As It Is Already Sold Out For The Quarter- Electrek.Tesla Communicated To Employees That Production Capacity For Q2 Is Already Sold Out With Still Almost 2 Months Left In Quarter - Electrek.</tsla.o></p><p><blockquote><html><body>特斯拉公司<tsla.o>：特斯拉目前对其汽车的需求异常强劲，因为该季度的汽车已经售罄-Electrek。特斯拉向员工传达，第二季度的产能已经售罄，距离该季度还剩近2个月-Electrek。</tsla.o></body></html></blockquote></p><p></body></html></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>Tesla Communicated To Employees That Production Capacity For Q2 Is Already Sold Out With Still Almost 2 Months Left In Quarter - Electrek<blockquote>特斯拉向员工传达，第二季度产能已经售罄，本季度还剩近2个月-Electrek</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 Communicated To Employees That Production Capacity For Q2 Is Already Sold Out With Still Almost 2 Months Left In Quarter - Electrek<blockquote>特斯拉向员工传达，第二季度产能已经售罄，本季度还剩近2个月-Electrek</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">T-Reuters </p>\n<p class=\"h-time smaller\">2021-05-06 18:23</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body>Tesla Inc <tsla.o>:Tesla Is Currently Seeing Exceptionally Strong Demand For Its Vehicles As It Is Already Sold Out For The Quarter- Electrek.Tesla Communicated To Employees That Production Capacity For Q2 Is Already Sold Out With Still Almost 2 Months Left In Quarter - Electrek.</tsla.o></p><p><blockquote><html><body>特斯拉公司<tsla.o>：特斯拉目前对其汽车的需求异常强劲，因为该季度的汽车已经售罄-Electrek。特斯拉向员工传达，第二季度的产能已经售罄，距离该季度还剩近2个月-Electrek。</tsla.o></body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","QTWO":"Q2 Holdings Inc"},"source_url":"https://www.trkd.thomsonreuters.com","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133026520","content_text":"Tesla Inc :Tesla Is Currently Seeing Exceptionally Strong Demand For Its Vehicles As It Is Already Sold Out For The Quarter- Electrek.Tesla Communicated To Employees That Production Capacity For Q2 Is Already Sold Out With Still Almost 2 Months Left In Quarter - Electrek.","news_type":1,"symbols_score_info":{"TSLA":1,"QTWO":1}},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105575157,"gmtCreate":1620313607779,"gmtModify":1631884163353,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NKE\">$Nike(NKE)$</a>go go","listText":"<a href=\"https://laohu8.com/S/NKE\">$Nike(NKE)$</a>go go","text":"$Nike(NKE)$go go","images":[{"img":"https://static.tigerbbs.com/e00bf1bacef572bdb4685bad59c52841","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105575157","isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":199223572,"gmtCreate":1620709247196,"gmtModify":1631885487858,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"Time to keep watch and buy","listText":"Time to keep watch and buy","text":"Time to keep watch and buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/199223572","repostId":"2134551566","repostType":4,"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367819955,"gmtCreate":1614934497577,"gmtModify":1703483117673,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"😨😨More dips to come perhaps&nbsp;","listText":"😨😨More dips to come perhaps&nbsp;","text":"😨😨More dips to come perhaps","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/367819955","repostId":"1181340207","repostType":4,"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101190139,"gmtCreate":1619854976221,"gmtModify":1634209447721,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"Their shares can drop below 700 but eill always bounce back","listText":"Their shares can drop below 700 but eill always bounce back","text":"Their shares can drop below 700 but eill always bounce back","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/101190139","repostId":"1146129324","repostType":4,"repost":{"id":"1146129324","kind":"news","pubTimestamp":1619795610,"share":"https://www.laohu8.com/m/news/1146129324?lang=zh_CN&edition=full","pubTime":"2021-04-30 23:13","market":"us","language":"en","title":"1 Question Tesla Investors Need to Ask Themselves<blockquote>特斯拉投资者需要问自己的1个问题</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146129324","media":"Motley Fool","summary":"Electric-car companyTeslahas now produced a profit for seven consecutive quarters. Tesla managed aGAAPnet income of $438 million in the first quarter, up from just $16 million one-year prior. It would appear, at least at first glance, that the electric-vehicle  pioneer is on the right track in terms of profitability.The problem is that these profits aren't really coming from the cars that Tesla sells. The company currently generates hundreds of millions of dollars in pure profit each quarter fro","content":"<p>Electric-car company<b>Tesla</b>(NASDAQ:TSLA)has now produced a profit for seven consecutive quarters. Tesla managed aGAAPnet income of $438 million in the first quarter, up from just $16 million one-year prior. It would appear, at least at first glance, that the electric-vehicle (EV) pioneer is on the right track in terms of profitability.</p><p><blockquote>电动汽车公司<b>特斯拉</b>（纳斯达克：TSLA）现已连续七个季度盈利。特斯拉第一季度管理的AGAAP净收入为4.38亿美元，高于一年前的1600万美元。至少乍一看，这家电动汽车（EV）先驱在盈利能力方面似乎走在正确的轨道上。</blockquote></p><p> The problem is that these profits aren't really coming from the cars that Tesla sells. The company currently generates hundreds of millions of dollars in pure profit each quarter from the sale of regulatory credits, a side effect of other automakers not making enough zero-emission vehicles to meet regulatory requirements.</p><p><blockquote>问题是这些利润并不是真正来自特斯拉销售的汽车。该公司目前每个季度都从销售监管信用中获得数亿美元的净利润，这是其他汽车制造商没有生产足够的零排放汽车来满足监管要求的副作用。</blockquote></p><p> Regulatory credit sales totaled $518 million in the first quarter, accounting for all of Tesla's profit and then some. This has been the case in previous quarters, as well. In fact, after backing out regulatory credits from Tesla's net income, the company has been unprofitable for six-straight quarters.</p><p><blockquote>第一季度监管信贷销售额总计5.18亿美元，占特斯拉全部利润甚至部分利润。前几个季度也是如此。事实上，在从特斯拉净利润中收回监管信贷后，该公司已连续六个季度未盈利。</blockquote></p><p> Tesla's bottom line got an additional boost in the first quarter from a gain onthe sale of<b>Bitcoin</b>to the tune of $101 million, which showed up as a reduction in costs. The picture doesn't look so rosy when both regulatory credits and Bitcoin gains are excluded:</p><p><blockquote>特斯拉第一季度的利润因出售<b>比特币</b>高达1.01亿美元，这表现为成本的降低。当排除监管信贷和比特币收益时，情况看起来并不那么乐观：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b0906160cab581f4c8a599b7d0965d34\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> DATA SOURCE: TESLA. CHART BY AUTHOR.</p><p><blockquote>数据来源：特斯拉。作者图表。</blockquote></p><p> There's no question that Tesla's growth is impressive, but there's also no question that the core business of making and selling cars is not turning a profit. The question Tesla investors need to ask themselves is: If Tesla isn't profitable now, when there's little to no competition in electric vehicles in the United States, what's going to happen when a deluge of competition fromtraditional automakersarrives?</p><p><blockquote>毫无疑问，特斯拉的增长令人印象深刻，但毫无疑问，制造和销售汽车的核心业务并未盈利。特斯拉投资者需要问自己的问题是：如果特斯拉现在没有盈利，当美国电动汽车几乎没有竞争时，当传统汽车制造商的大量竞争到来时会发生什么？</blockquote></p><p> A ton of competition is coming</p><p><blockquote>大量的竞争即将到来</blockquote></p><p> Tesla's brand has a cult following, so some people will be buying Tesla vehicles regardless of the other options available. But that's not likely to be the case for most people.</p><p><blockquote>特斯拉的品牌拥有狂热的追随者，因此无论其他选择如何，有些人都会购买特斯拉汽车。但对大多数人来说，情况不太可能如此。</blockquote></p><p> The number of electric vehicles available for purchase in the U.S. is set to explode in the coming years.<b>General Motors</b>(NYSE:GM)is planning to launch 30 EVs globally by 2025, with two-thirds set to be sold in North America. The company is aiming to sell 1 million EVs annually in North America by 2025.</p><p><blockquote>未来几年，美国可供购买的电动汽车数量将呈爆炸式增长。<b>通用汽车</b>（纽约证券交易所股票代码：GM）计划到2025年在全球推出30款电动汽车，其中三分之二将在北美销售。该公司的目标是到2025年在北美每年销售100万辆电动汽车。</blockquote></p><p> Those models include electric versions of the company's GMC Hummer and Chevrolet Silverado pickup truck. Tesla has a loyal customer base, but so does GM. Someone who's been a GM truck buyer for years is likely to stick with GM when they decide to switch to an electric vehicle.</p><p><blockquote>这些车型包括该公司GMC悍马和雪佛兰索罗德皮卡的电动版本。特斯拉拥有忠实的客户群，但通用汽车也是如此。多年来一直购买通用汽车卡车的人在决定转向电动汽车时可能会坚持使用通用汽车。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c651279799dfdf96552379a7b5d448a9\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GM.</p><p><blockquote>图片来源：通用汽车。</blockquote></p><p> <b>Ford</b>(NYSE:F)is also pouring resources into electric vehicles, allocating $29 billion for electric and autonomous vehicles through 2025. The company's plans include anelectric version of its F-150 pickup truck, which should hit the production lines by mid-2022. Given GM's and Ford's plans, it will not be easy for Tesla to steal away market share in the lucrative pickup-truck segment.</p><p><blockquote><b>福特</b>（纽约证券交易所股票代码：F）也在向电动汽车投入资源，到2025年为电动和自动驾驶汽车拨款290亿美元。该公司的计划包括F-150皮卡车的电动版本，预计将于2022年中期投入生产线。鉴于通用和福特的计划，特斯拉要抢走利润丰厚的皮卡市场份额并不容易。</blockquote></p><p> Other car companies have big plans, as well.<b>Volkswagen</b>(OTC:VWAGY)already sells over 200,000 EVs annually andexpects that number to double this year. The company is aiming to sell roughly 2 million EVs annually by 2025 and expects to launch 70 EV models by 2030.<b>Toyota</b>(NYSE:TM)willlaunch 15 new electric vehicles by 2025, some of which will be under the new Toyota bZ sub-brand. The list goes on.</p><p><blockquote>其他汽车公司也有宏伟的计划。<b>大众汽车</b>(OTC：VWAGY)每年已销售超过200,000辆电动汽车，预计今年这一数字将翻一番。该公司的目标是到2025年每年销售约200万辆电动汽车，并预计到2030年推出70款电动汽车车型。<b>丰田</b>(NYSE：TM)将在2025年之前推出15款新电动汽车，其中一些将属于新的丰田bZ子品牌。这样的例子不胜枚举。</blockquote></p><p> Not only will all these electric vehicles provide consumers with a bevy of options beyond Tesla, but they'll also deprive Tesla of its regulatory-credit income as other automakers churn out an increasing number of EVs.</p><p><blockquote>所有这些电动汽车不仅将为消费者提供特斯拉之外的一系列选择，而且随着其他汽车制造商生产越来越多的电动汽车，它们还将剥夺特斯拉的监管信贷收入。</blockquote></p><p> None of this is to say that Tesla can't be successful in a world where it faces more competition. But turning a profit is is going to get harder with each passing year.</p><p><blockquote>这并不是说特斯拉不能在一个面临更多竞争的世界中取得成功。但每年盈利都会变得越来越困难。</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>1 Question Tesla Investors Need to Ask Themselves<blockquote>特斯拉投资者需要问自己的1个问题</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Question Tesla Investors Need to Ask Themselves<blockquote>特斯拉投资者需要问自己的1个问题</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\">2021-04-30 23:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Electric-car company<b>Tesla</b>(NASDAQ:TSLA)has now produced a profit for seven consecutive quarters. Tesla managed aGAAPnet income of $438 million in the first quarter, up from just $16 million one-year prior. It would appear, at least at first glance, that the electric-vehicle (EV) pioneer is on the right track in terms of profitability.</p><p><blockquote>电动汽车公司<b>特斯拉</b>（纳斯达克：TSLA）现已连续七个季度盈利。特斯拉第一季度管理的AGAAP净收入为4.38亿美元，高于一年前的1600万美元。至少乍一看，这家电动汽车（EV）先驱在盈利能力方面似乎走在正确的轨道上。</blockquote></p><p> The problem is that these profits aren't really coming from the cars that Tesla sells. The company currently generates hundreds of millions of dollars in pure profit each quarter from the sale of regulatory credits, a side effect of other automakers not making enough zero-emission vehicles to meet regulatory requirements.</p><p><blockquote>问题是这些利润并不是真正来自特斯拉销售的汽车。该公司目前每个季度都从销售监管信用中获得数亿美元的净利润，这是其他汽车制造商没有生产足够的零排放汽车来满足监管要求的副作用。</blockquote></p><p> Regulatory credit sales totaled $518 million in the first quarter, accounting for all of Tesla's profit and then some. This has been the case in previous quarters, as well. In fact, after backing out regulatory credits from Tesla's net income, the company has been unprofitable for six-straight quarters.</p><p><blockquote>第一季度监管信贷销售额总计5.18亿美元，占特斯拉全部利润甚至部分利润。前几个季度也是如此。事实上，在从特斯拉净利润中收回监管信贷后，该公司已连续六个季度未盈利。</blockquote></p><p> Tesla's bottom line got an additional boost in the first quarter from a gain onthe sale of<b>Bitcoin</b>to the tune of $101 million, which showed up as a reduction in costs. The picture doesn't look so rosy when both regulatory credits and Bitcoin gains are excluded:</p><p><blockquote>特斯拉第一季度的利润因出售<b>比特币</b>高达1.01亿美元，这表现为成本的降低。当排除监管信贷和比特币收益时，情况看起来并不那么乐观：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b0906160cab581f4c8a599b7d0965d34\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> DATA SOURCE: TESLA. CHART BY AUTHOR.</p><p><blockquote>数据来源：特斯拉。作者图表。</blockquote></p><p> There's no question that Tesla's growth is impressive, but there's also no question that the core business of making and selling cars is not turning a profit. The question Tesla investors need to ask themselves is: If Tesla isn't profitable now, when there's little to no competition in electric vehicles in the United States, what's going to happen when a deluge of competition fromtraditional automakersarrives?</p><p><blockquote>毫无疑问，特斯拉的增长令人印象深刻，但毫无疑问，制造和销售汽车的核心业务并未盈利。特斯拉投资者需要问自己的问题是：如果特斯拉现在没有盈利，当美国电动汽车几乎没有竞争时，当传统汽车制造商的大量竞争到来时会发生什么？</blockquote></p><p> A ton of competition is coming</p><p><blockquote>大量的竞争即将到来</blockquote></p><p> Tesla's brand has a cult following, so some people will be buying Tesla vehicles regardless of the other options available. But that's not likely to be the case for most people.</p><p><blockquote>特斯拉的品牌拥有狂热的追随者，因此无论其他选择如何，有些人都会购买特斯拉汽车。但对大多数人来说，情况不太可能如此。</blockquote></p><p> The number of electric vehicles available for purchase in the U.S. is set to explode in the coming years.<b>General Motors</b>(NYSE:GM)is planning to launch 30 EVs globally by 2025, with two-thirds set to be sold in North America. The company is aiming to sell 1 million EVs annually in North America by 2025.</p><p><blockquote>未来几年，美国可供购买的电动汽车数量将呈爆炸式增长。<b>通用汽车</b>（纽约证券交易所股票代码：GM）计划到2025年在全球推出30款电动汽车，其中三分之二将在北美销售。该公司的目标是到2025年在北美每年销售100万辆电动汽车。</blockquote></p><p> Those models include electric versions of the company's GMC Hummer and Chevrolet Silverado pickup truck. Tesla has a loyal customer base, but so does GM. Someone who's been a GM truck buyer for years is likely to stick with GM when they decide to switch to an electric vehicle.</p><p><blockquote>这些车型包括该公司GMC悍马和雪佛兰索罗德皮卡的电动版本。特斯拉拥有忠实的客户群，但通用汽车也是如此。多年来一直购买通用汽车卡车的人在决定转向电动汽车时可能会坚持使用通用汽车。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c651279799dfdf96552379a7b5d448a9\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GM.</p><p><blockquote>图片来源：通用汽车。</blockquote></p><p> <b>Ford</b>(NYSE:F)is also pouring resources into electric vehicles, allocating $29 billion for electric and autonomous vehicles through 2025. The company's plans include anelectric version of its F-150 pickup truck, which should hit the production lines by mid-2022. Given GM's and Ford's plans, it will not be easy for Tesla to steal away market share in the lucrative pickup-truck segment.</p><p><blockquote><b>福特</b>（纽约证券交易所股票代码：F）也在向电动汽车投入资源，到2025年为电动和自动驾驶汽车拨款290亿美元。该公司的计划包括F-150皮卡车的电动版本，预计将于2022年中期投入生产线。鉴于通用和福特的计划，特斯拉要抢走利润丰厚的皮卡市场份额并不容易。</blockquote></p><p> Other car companies have big plans, as well.<b>Volkswagen</b>(OTC:VWAGY)already sells over 200,000 EVs annually andexpects that number to double this year. The company is aiming to sell roughly 2 million EVs annually by 2025 and expects to launch 70 EV models by 2030.<b>Toyota</b>(NYSE:TM)willlaunch 15 new electric vehicles by 2025, some of which will be under the new Toyota bZ sub-brand. The list goes on.</p><p><blockquote>其他汽车公司也有宏伟的计划。<b>大众汽车</b>(OTC：VWAGY)每年已销售超过200,000辆电动汽车，预计今年这一数字将翻一番。该公司的目标是到2025年每年销售约200万辆电动汽车，并预计到2030年推出70款电动汽车车型。<b>丰田</b>(NYSE：TM)将在2025年之前推出15款新电动汽车，其中一些将属于新的丰田bZ子品牌。这样的例子不胜枚举。</blockquote></p><p> Not only will all these electric vehicles provide consumers with a bevy of options beyond Tesla, but they'll also deprive Tesla of its regulatory-credit income as other automakers churn out an increasing number of EVs.</p><p><blockquote>所有这些电动汽车不仅将为消费者提供特斯拉之外的一系列选择，而且随着其他汽车制造商生产越来越多的电动汽车，它们还将剥夺特斯拉的监管信贷收入。</blockquote></p><p> None of this is to say that Tesla can't be successful in a world where it faces more competition. But turning a profit is is going to get harder with each passing year.</p><p><blockquote>这并不是说特斯拉不能在一个面临更多竞争的世界中取得成功。但每年盈利都会变得越来越困难。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/04/30/1-question-tesla-investors-need-to-ask-themselves/\">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/2021/04/30/1-question-tesla-investors-need-to-ask-themselves/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146129324","content_text":"Electric-car companyTesla(NASDAQ:TSLA)has now produced a profit for seven consecutive quarters. Tesla managed aGAAPnet income of $438 million in the first quarter, up from just $16 million one-year prior. It would appear, at least at first glance, that the electric-vehicle (EV) pioneer is on the right track in terms of profitability.\nThe problem is that these profits aren't really coming from the cars that Tesla sells. The company currently generates hundreds of millions of dollars in pure profit each quarter from the sale of regulatory credits, a side effect of other automakers not making enough zero-emission vehicles to meet regulatory requirements.\nRegulatory credit sales totaled $518 million in the first quarter, accounting for all of Tesla's profit and then some. This has been the case in previous quarters, as well. In fact, after backing out regulatory credits from Tesla's net income, the company has been unprofitable for six-straight quarters.\nTesla's bottom line got an additional boost in the first quarter from a gain onthe sale ofBitcointo the tune of $101 million, which showed up as a reduction in costs. The picture doesn't look so rosy when both regulatory credits and Bitcoin gains are excluded:\n\nDATA SOURCE: TESLA. CHART BY AUTHOR.\nThere's no question that Tesla's growth is impressive, but there's also no question that the core business of making and selling cars is not turning a profit. The question Tesla investors need to ask themselves is: If Tesla isn't profitable now, when there's little to no competition in electric vehicles in the United States, what's going to happen when a deluge of competition fromtraditional automakersarrives?\nA ton of competition is coming\nTesla's brand has a cult following, so some people will be buying Tesla vehicles regardless of the other options available. But that's not likely to be the case for most people.\nThe number of electric vehicles available for purchase in the U.S. is set to explode in the coming years.General Motors(NYSE:GM)is planning to launch 30 EVs globally by 2025, with two-thirds set to be sold in North America. The company is aiming to sell 1 million EVs annually in North America by 2025.\nThose models include electric versions of the company's GMC Hummer and Chevrolet Silverado pickup truck. Tesla has a loyal customer base, but so does GM. Someone who's been a GM truck buyer for years is likely to stick with GM when they decide to switch to an electric vehicle.\n\nIMAGE SOURCE: GM.\nFord(NYSE:F)is also pouring resources into electric vehicles, allocating $29 billion for electric and autonomous vehicles through 2025. The company's plans include anelectric version of its F-150 pickup truck, which should hit the production lines by mid-2022. Given GM's and Ford's plans, it will not be easy for Tesla to steal away market share in the lucrative pickup-truck segment.\nOther car companies have big plans, as well.Volkswagen(OTC:VWAGY)already sells over 200,000 EVs annually andexpects that number to double this year. The company is aiming to sell roughly 2 million EVs annually by 2025 and expects to launch 70 EV models by 2030.Toyota(NYSE:TM)willlaunch 15 new electric vehicles by 2025, some of which will be under the new Toyota bZ sub-brand. The list goes on.\nNot only will all these electric vehicles provide consumers with a bevy of options beyond Tesla, but they'll also deprive Tesla of its regulatory-credit income as other automakers churn out an increasing number of EVs.\nNone of this is to say that Tesla can't be successful in a world where it faces more competition. But turning a profit is is going to get harder with each passing year.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377576205,"gmtCreate":1619539903207,"gmtModify":1631884034646,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LMND\">$Lemonade, Inc.(LMND)$</a>&nbsp;do not flutter when the price goes down, do not gloat when the price went up, so long ylu set your sight on a good company and stick to it.&nbsp;","listText":"<a href=\"https://laohu8.com/S/LMND\">$Lemonade, Inc.(LMND)$</a>&nbsp;do not flutter when the price goes down, do not gloat when the price went up, so long ylu set your sight on a good company and stick to it.&nbsp;","text":"$Lemonade, Inc.(LMND)$ do not flutter when the price goes down, do not gloat when the price went up, so long ylu set your sight on a good company and stick to it.","images":[{"img":"https://static.tigerbbs.com/873e42d7956a37e24d618b26ae298979","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/377576205","isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":105400909,"gmtCreate":1620313756101,"gmtModify":1631885488307,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"Time to buy","listText":"Time to buy","text":"Time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/105400909","repostId":"2133578858","repostType":2,"isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368145990,"gmtCreate":1614303363010,"gmtModify":1703476057792,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"Is local stock worth buying then","listText":"Is local stock worth buying then","text":"Is local stock worth buying then","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/368145990","repostId":"2114740317","repostType":4,"isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103152492,"gmtCreate":1619759129816,"gmtModify":1634210114337,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"Is it time to buy tesla","listText":"Is it time to buy tesla","text":"Is it time to buy tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/103152492","repostId":"2131482536","repostType":4,"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373151094,"gmtCreate":1618834126518,"gmtModify":1631884034752,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LMND\">$Lemonade, Inc.(LMND)$</a>patience is the key","listText":"<a href=\"https://laohu8.com/S/LMND\">$Lemonade, Inc.(LMND)$</a>patience is the key","text":"$Lemonade, Inc.(LMND)$patience is the key","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373151094","isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101190693,"gmtCreate":1619855007512,"gmtModify":1634209447597,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"I think nio is the only china ev stock worth buying","listText":"I think nio is the only china ev stock worth buying","text":"I think nio is the only china ev stock worth buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/101190693","repostId":"1142070002","repostType":4,"repost":{"id":"1142070002","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619792975,"share":"https://www.laohu8.com/m/news/1142070002?lang=zh_CN&edition=full","pubTime":"2021-04-30 22:29","market":"us","language":"en","title":"NIO rose more than 5%, after falling nearly 4% before<blockquote>蔚来涨超5%，此前跌近4%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142070002","media":"Tiger Newspress","summary":"NIO Earnings Looked a Lot Like Ford’s. What to Know.Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.NIO  is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales.","content":"<p>NIO rose more than 5%, after falling nearly 4% before.</p><p><blockquote>蔚来涨超5%，此前跌近4%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/80881ae9e6de48ac5e3733583db3ba9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>NIO Earnings Looked a Lot Like Ford’s. What to Know.</b></p><p><blockquote><b>蔚来的盈利看起来很像福特。知道什么。</b></blockquote></p><p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p><blockquote>中国电动汽车制造商蔚来公布的第一季度业绩好于预期。但全球汽车微芯片短缺将在未来几个月影响生产。</blockquote></p><p>NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p><blockquote>蔚来（股票代码：蔚来）是一只高估值、高增长的股票。现在，看多蔚来的人必须决定稳健的盈利是否会战胜增长问题，或者芯片短缺是否会从长远来看损害该公司。</blockquote></p><p>NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p><blockquote>按调整后的非公认会计准则计算，蔚来的销售额为12亿美元，每股亏损23美分。华尔街预计11亿美元的销售额将损失84美分。蔚来的企业毛利率为19.5%，比分析师预期高出约3个百分点，高于一年前的负12%。第一季度业绩看起来很稳健。</blockquote></p><p>The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p><blockquote>但该股没有变动。蔚来于下午5:30公布了数据。东部时间，盘后交易的股票并不多。蔚来股价周四收盘下跌5.3%。标准普尔500指数和道琼斯工业平均指数上涨约0.7%。</blockquote></p><p>“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p><blockquote>首席执行官William Bin Li在公司新闻稿中表示：“蔚来以第一季度20,060辆汽车的新季度交付记录开启了2021年。”“对我们产品的整体需求仍然相当强劲，但由于半导体短缺，供应链仍然面临重大挑战。”</blockquote></p><p>Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p><blockquote>管理层称其电话会议上的芯片形势“非常严峻”，并预计第二季度汽车交付量为21,000至22,000辆，销售额约为13亿美元。华尔街预计销售额为12亿美元。但单位交付指引略低于德意志银行分析师Edison Yu的预期。</blockquote></p><p>For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p><blockquote>Yu全年的交付量为95,000辆。2021年上半年的交付量可能约为42,000辆，全球芯片短缺的解决将在很大程度上决定蔚来能否达到俞的数字。</blockquote></p><p>Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p><blockquote>Yu将蔚来股票评级为买入，并将该股目标价定为60美元。</blockquote></p><p>The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p><blockquote>整个季度感觉有点像周三公布的福特汽车(F)季度。福特公布的销售额和盈利远好于华尔街的预期。销量低于公司内部预测，但车辆组合的改善推动了销量超出了街头预测。在芯片供应有限的情况下，福特优先生产高端汽车。展望未来，福特表示，芯片短缺的影响将处于该公司最初10亿至25亿美元成本指导的高端。</blockquote></p><p>Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p><blockquote>周三晚间报告发布后的第二天，福特股价周四收盘下跌9.4%。蔚来第二季度的指引并不像福特那样令人惊讶。蔚来也没有全年指引。但蔚来的股价反应很难预测。</blockquote></p><p>Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p><blockquote>福特的市盈率不到2022年预期市盈率的7倍。蔚来预计将在2022年实现全年盈利。更重要的是，蔚来的价值比福特高出50%左右。</blockquote></p><p>NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p><p><blockquote>蔚来的电话会议在东部时间晚上10点左右结束。芯片短缺后，分析师将问题集中在国内电动汽车竞争和蔚来的扩产上。蔚来正在建立未来几年生产数十万辆汽车的能力。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO rose more than 5%, after falling nearly 4% before<blockquote>蔚来涨超5%，此前跌近4%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO rose more than 5%, after falling nearly 4% before<blockquote>蔚来涨超5%，此前跌近4%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-30 22:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>NIO rose more than 5%, after falling nearly 4% before.</p><p><blockquote>蔚来涨超5%，此前跌近4%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/80881ae9e6de48ac5e3733583db3ba9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>NIO Earnings Looked a Lot Like Ford’s. What to Know.</b></p><p><blockquote><b>蔚来的盈利看起来很像福特。知道什么。</b></blockquote></p><p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p><blockquote>中国电动汽车制造商蔚来公布的第一季度业绩好于预期。但全球汽车微芯片短缺将在未来几个月影响生产。</blockquote></p><p>NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p><blockquote>蔚来（股票代码：蔚来）是一只高估值、高增长的股票。现在，看多蔚来的人必须决定稳健的盈利是否会战胜增长问题，或者芯片短缺是否会从长远来看损害该公司。</blockquote></p><p>NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p><blockquote>按调整后的非公认会计准则计算，蔚来的销售额为12亿美元，每股亏损23美分。华尔街预计11亿美元的销售额将损失84美分。蔚来的企业毛利率为19.5%，比分析师预期高出约3个百分点，高于一年前的负12%。第一季度业绩看起来很稳健。</blockquote></p><p>The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p><blockquote>但该股没有变动。蔚来于下午5:30公布了数据。东部时间，盘后交易的股票并不多。蔚来股价周四收盘下跌5.3%。标准普尔500指数和道琼斯工业平均指数上涨约0.7%。</blockquote></p><p>“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p><blockquote>首席执行官William Bin Li在公司新闻稿中表示：“蔚来以第一季度20,060辆汽车的新季度交付记录开启了2021年。”“对我们产品的整体需求仍然相当强劲，但由于半导体短缺，供应链仍然面临重大挑战。”</blockquote></p><p>Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p><blockquote>管理层称其电话会议上的芯片形势“非常严峻”，并预计第二季度汽车交付量为21,000至22,000辆，销售额约为13亿美元。华尔街预计销售额为12亿美元。但单位交付指引略低于德意志银行分析师Edison Yu的预期。</blockquote></p><p>For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p><blockquote>Yu全年的交付量为95,000辆。2021年上半年的交付量可能约为42,000辆，全球芯片短缺的解决将在很大程度上决定蔚来能否达到俞的数字。</blockquote></p><p>Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p><blockquote>Yu将蔚来股票评级为买入，并将该股目标价定为60美元。</blockquote></p><p>The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p><blockquote>整个季度感觉有点像周三公布的福特汽车(F)季度。福特公布的销售额和盈利远好于华尔街的预期。销量低于公司内部预测，但车辆组合的改善推动了销量超出了街头预测。在芯片供应有限的情况下，福特优先生产高端汽车。展望未来，福特表示，芯片短缺的影响将处于该公司最初10亿至25亿美元成本指导的高端。</blockquote></p><p>Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p><blockquote>周三晚间报告发布后的第二天，福特股价周四收盘下跌9.4%。蔚来第二季度的指引并不像福特那样令人惊讶。蔚来也没有全年指引。但蔚来的股价反应很难预测。</blockquote></p><p>Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p><blockquote>福特的市盈率不到2022年预期市盈率的7倍。蔚来预计将在2022年实现全年盈利。更重要的是，蔚来的价值比福特高出50%左右。</blockquote></p><p>NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p><p><blockquote>蔚来的电话会议在东部时间晚上10点左右结束。芯片短缺后，分析师将问题集中在国内电动汽车竞争和蔚来的扩产上。蔚来正在建立未来几年生产数十万辆汽车的能力。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142070002","content_text":"NIO rose more than 5%, after falling nearly 4% before.NIO Earnings Looked a Lot Like Ford’s. What to Know.Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&P 500 and Dow Jones Industrial Average rose about  0.7%.“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.Yu rates NIO shares Buy and has a $60 price target for the stock.The overall quarter feels a little like Ford Motor‘s (F) quarter, which was reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place capacity to produce hundreds of thousands of vehicles in coming years.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125705732,"gmtCreate":1624690692526,"gmtModify":1631884162968,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NKE\">$Nike(NKE)$</a>&nbsp;whoppee!&nbsp;","listText":"<a href=\"https://laohu8.com/S/NKE\">$Nike(NKE)$</a>&nbsp;whoppee!&nbsp;","text":"$Nike(NKE)$ whoppee!","images":[{"img":"https://static.tigerbbs.com/d2589c7b878d4bdb38cff1630b18a61a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125705732","isVote":1,"tweetType":1,"viewCount":2705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}