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Alkid

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2021-12-21

Yeah

Is Now The Right Time To Buy Disney? Why BofA Analyst Says Stock Is Heading Higher<blockquote>现在是购买迪士尼的合适时机吗？为什么美国银行分析师表示股价正在走高</blockquote>

2021-12-17

Interesting

抱歉，原内容已删除

2021-12-16

Yeah

The Next Top Electric Vehicle Stock: Look Out Tesla And Apple<blockquote>下一个顶级电动汽车股票：留意特斯拉和苹果</blockquote>

2021-12-15

Wow

抱歉，原内容已删除

2021-12-14

Breezy

抱歉，原内容已删除

2021-12-14

Whoa

EV stocks slid in morning trading, with Tesla falling over 4%,and Li,General motors,Ford falling around 3%<blockquote>电动汽车股早盘下滑，特斯拉跌超4%，Li、通用、福特跌3%左右</blockquote>

2021-12-12

Ok

抱歉，原内容已删除

2021-12-11

Whoa

抱歉，原内容已删除

2021-12-10

Whoa

抱歉，原内容已删除

2021-12-10

Whoa

抱歉，原内容已删除

2021-12-09

Buy the dip

EV stocks dropped in morning trading<blockquote>电动汽车股早盘下跌</blockquote>

2021-12-08

Great

Meme stocks jumped in morning trading<blockquote>模因股票早盘上涨</blockquote>

2021-12-07

The roller coaster ride is moving up

As EV Investors Take December Break, Dips in Lucid and Nio Have Appeal<blockquote>随着电动汽车投资者在12月休息，Lucid和蔚来的下跌具有吸引力</blockquote>

2021-12-06

Great

抱歉，原内容已删除

2021-12-05

Wow

抱歉，原内容已删除

2021-12-03

Wow

Marvell Technology shares soared nearly 17% in premarket trading<blockquote>Marvell Technology股价在盘前交易中飙升近17%</blockquote>

2021-12-02

Wow

Glaxo and Vir Biotechnology stocks climbed in premarket trading<blockquote>葛兰素史克和Vir Biotechnology股票在盘前交易中上涨</blockquote>

2021-12-01

Let’s go

抱歉，原内容已删除

2021-11-30

Ok

抱歉，原内容已删除

2021-11-29

Wow

Li Auto quarterly results beat estimates<blockquote>理想汽车季度业绩超出预期</blockquote>

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Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1640048148,"share":"https://www.laohu8.com/m/news/1191747148?lang=zh_CN&edition=full","pubTime":"2021-12-21 08:55","market":"us","language":"en","title":"Is Now The Right Time To Buy Disney? Why BofA Analyst Says Stock Is Heading Higher<blockquote>现在是购买迪士尼的合适时机吗？为什么美国银行分析师表示股价正在走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191747148","media":"Benzinga","summary":"A Bank of America analyst has reiterated a Buy rating and a $191 price objective for the Walt Disney","content":"<p>A Bank of America&nbsp;analyst has reiterated a Buy rating and a $191 price objective for the&nbsp;<b>Walt Disney Co.</b>, citing perceived disappointments in the company’s theatrical releases while expressing optimism for its Disney+ streaming service and near-future attendance at its theme parks.</p><p><blockquote>美国银行分析师重申了买入评级和191美元的目标价<b>华特·迪斯尼公司。</b>，理由是人们对该公司的影院上映感到失望，同时对其Disney+流媒体服务和不久的将来主题公园的上座率表示乐观。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cb1da51eaf9609e137c1a52810a44865\" tg-width=\"1200\" tg-height=\"630\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>On The Small Screen:</b>In a new paper, BofA research analyst<b>Jessica Reif Ehrlich</b>stated Disney “remains well positioned for the recovery, driven by a continued increase in capacity at theme parks and an improving content slate in 2HFY22.” She estimated Disney+ will add 7 million new subscribers thanks to content additions including “The Beatles: Get Back,” “Hawkeye” and the upcoming “Boba Fett,” along with the streaming presentation of its popular theatrical films “Jungle Cruise” and “Shang-Chi and the Legend of the Ten Rings.”</p><p><blockquote><b>在小屏幕上：</b>在一篇新论文中，美国银行研究分析师<b>杰西卡成熟诚实</b>表示迪士尼“在主题公园容量持续增加和2022财年下半年内容不断改善的推动下，仍处于复苏的有利位置。”她估计，由于《披头士：归来》、《鹰眼》和即将上映的《波巴·费特》等内容的增加，以及其热门院线电影《丛林巡游》和《尚气与十环传奇》的流媒体演示，Disney+将增加700万新订阅者。</blockquote></p><p> She also opined that the popularity of “The Beatles: Get Back” could spur Disney to diversify its content “beyond their traditional brands” in order to bring in more Disney+ subscribers.</p><p><blockquote>她还认为，《披头士：归来》的受欢迎程度可能会刺激迪士尼“超越传统品牌”实现内容多元化，以吸引更多迪士尼+订户。</blockquote></p><p> <b>On The Big Screen:</b>In the current weekend’s theatrical release slate, Disney has four films among the top 10 grossing movies in U.S. theaters; it also has a co-financing and profit-sharing agreement with&nbsp;<b>Sony Pictures</b>&nbsp;for the current box office champ, \"Spider-Man: No Way Home,\" which Sony is releasing.</p><p><blockquote><b>在大屏幕上：</b>在当前周末的影院上映名单中，迪士尼有四部电影跻身美国影院票房前10名；它还与以下公司签订了共同融资和利润分享协议<b>索尼影业</b>对于目前的票房冠军，索尼正在发行的《蜘蛛侠：英雄无归》。</blockquote></p><p> However, Ehrlich wrote that the Disney “theatrical releases during the quarter disappointed, likely due to the surging Omicron variant. As a result, DIS will once again be forced to re-evaluate their film release strategy for 2022. We believe the success of Disney+ is a key tenet of the bull thesis, and if the box office remains depressed, films could be utilized as an important subscriber acquisition tool for DIS+.”</p><p><blockquote>然而，Ehrlich写道，迪士尼“本季度的影院上映令人失望，可能是由于奥密克戎变种的激增。因此，DIS将再次被迫重新评估2022年的电影发行策略。我们相信Disney+的成功是牛市论点的一个关键原则，如果票房持续低迷，电影可以作为DIS+的重要订户获取工具。”</blockquote></p><p> <b>In The Theme Parks:</b>Looking at the Disney theme parks operations, Ehrlich anticipated the first quarter of 2022 “will reflect signs of improvement in attendance,” noting the omicron variant of the coronavirus has yet to have “a significant impact on attendance thus far.”</p><p><blockquote><b>在主题公园：</b>纵观迪士尼主题公园的运营，埃利希预计2022年第一季度“将反映出上座率改善的迹象”，并指出冠状病毒的奥密克戎变种“迄今为止尚未对上座率产生重大影响”。</blockquote></p><p> She also predicted that “improving operating leverage in the parks” will offset “incremental headwinds in content sales/licensing” created by a lack of political advertising, increased costs for NFL and college football and lower international channels.</p><p><blockquote>她还预测，“提高公园的运营杠杆”将抵消因缺乏政治广告、NFL和大学橄榄球成本增加以及国际频道减少而造成的“内容销售/许可方面的增量阻力”。</blockquote></p><p> <b>In The Near Future:</b>Looking forward, she forecasted a FYQ1 EBIT of $1.52 billion and earnings per share of 37 cents, up from a previous forecast of $1.50 billion and 35 cents. However, she also cautioned that potential risks await the company, including “a significant slowdown in ESPN's growth due&nbsp;to cord cutting, weakened consumer confidence and softer theme park attendance,&nbsp;advertising weakness due to softer audience delivery and/or economic conditions and/or&nbsp;film flops and poor execution with respect to the 21CF integration.”</p><p><blockquote><b>在不久的将来：</b>展望未来，她预测FYQ1息税前利润为15.2亿美元，每股收益为37美分，高于之前预测的15亿美元和35美分。然而，她也警告说，潜在的风险等待着该公司，包括“由于断线、消费者信心减弱和主题公园上座率疲软，ESPN的增长显着放缓，由于观众交付疲软和/或经济状况和/或电影疲软而导致的广告疲软以及21CF集成的执行不力。”</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>Is Now The Right Time To Buy Disney? Why BofA Analyst Says Stock Is Heading Higher<blockquote>现在是购买迪士尼的合适时机吗？为什么美国银行分析师表示股价正在走高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Now The Right Time To Buy Disney? Why BofA Analyst Says Stock Is Heading Higher<blockquote>现在是购买迪士尼的合适时机吗？为什么美国银行分析师表示股价正在走高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-12-21 08:55</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>A Bank of America&nbsp;analyst has reiterated a Buy rating and a $191 price objective for the&nbsp;<b>Walt Disney Co.</b>, citing perceived disappointments in the company’s theatrical releases while expressing optimism for its Disney+ streaming service and near-future attendance at its theme parks.</p><p><blockquote>美国银行分析师重申了买入评级和191美元的目标价<b>华特·迪斯尼公司。</b>，理由是人们对该公司的影院上映感到失望，同时对其Disney+流媒体服务和不久的将来主题公园的上座率表示乐观。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cb1da51eaf9609e137c1a52810a44865\" tg-width=\"1200\" tg-height=\"630\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>On The Small Screen:</b>In a new paper, BofA research analyst<b>Jessica Reif Ehrlich</b>stated Disney “remains well positioned for the recovery, driven by a continued increase in capacity at theme parks and an improving content slate in 2HFY22.” She estimated Disney+ will add 7 million new subscribers thanks to content additions including “The Beatles: Get Back,” “Hawkeye” and the upcoming “Boba Fett,” along with the streaming presentation of its popular theatrical films “Jungle Cruise” and “Shang-Chi and the Legend of the Ten Rings.”</p><p><blockquote><b>在小屏幕上：</b>在一篇新论文中，美国银行研究分析师<b>杰西卡成熟诚实</b>表示迪士尼“在主题公园容量持续增加和2022财年下半年内容不断改善的推动下，仍处于复苏的有利位置。”她估计，由于《披头士：归来》、《鹰眼》和即将上映的《波巴·费特》等内容的增加，以及其热门院线电影《丛林巡游》和《尚气与十环传奇》的流媒体演示，Disney+将增加700万新订阅者。</blockquote></p><p> She also opined that the popularity of “The Beatles: Get Back” could spur Disney to diversify its content “beyond their traditional brands” in order to bring in more Disney+ subscribers.</p><p><blockquote>她还认为，《披头士：归来》的受欢迎程度可能会刺激迪士尼“超越传统品牌”实现内容多元化，以吸引更多迪士尼+订户。</blockquote></p><p> <b>On The Big Screen:</b>In the current weekend’s theatrical release slate, Disney has four films among the top 10 grossing movies in U.S. theaters; it also has a co-financing and profit-sharing agreement with&nbsp;<b>Sony Pictures</b>&nbsp;for the current box office champ, \"Spider-Man: No Way Home,\" which Sony is releasing.</p><p><blockquote><b>在大屏幕上：</b>在当前周末的影院上映名单中，迪士尼有四部电影跻身美国影院票房前10名；它还与以下公司签订了共同融资和利润分享协议<b>索尼影业</b>对于目前的票房冠军，索尼正在发行的《蜘蛛侠：英雄无归》。</blockquote></p><p> However, Ehrlich wrote that the Disney “theatrical releases during the quarter disappointed, likely due to the surging Omicron variant. As a result, DIS will once again be forced to re-evaluate their film release strategy for 2022. We believe the success of Disney+ is a key tenet of the bull thesis, and if the box office remains depressed, films could be utilized as an important subscriber acquisition tool for DIS+.”</p><p><blockquote>然而，Ehrlich写道，迪士尼“本季度的影院上映令人失望，可能是由于奥密克戎变种的激增。因此，DIS将再次被迫重新评估2022年的电影发行策略。我们相信Disney+的成功是牛市论点的一个关键原则，如果票房持续低迷，电影可以作为DIS+的重要订户获取工具。”</blockquote></p><p> <b>In The Theme Parks:</b>Looking at the Disney theme parks operations, Ehrlich anticipated the first quarter of 2022 “will reflect signs of improvement in attendance,” noting the omicron variant of the coronavirus has yet to have “a significant impact on attendance thus far.”</p><p><blockquote><b>在主题公园：</b>纵观迪士尼主题公园的运营，埃利希预计2022年第一季度“将反映出上座率改善的迹象”，并指出冠状病毒的奥密克戎变种“迄今为止尚未对上座率产生重大影响”。</blockquote></p><p> She also predicted that “improving operating leverage in the parks” will offset “incremental headwinds in content sales/licensing” created by a lack of political advertising, increased costs for NFL and college football and lower international channels.</p><p><blockquote>她还预测，“提高公园的运营杠杆”将抵消因缺乏政治广告、NFL和大学橄榄球成本增加以及国际频道减少而造成的“内容销售/许可方面的增量阻力”。</blockquote></p><p> <b>In The Near Future:</b>Looking forward, she forecasted a FYQ1 EBIT of $1.52 billion and earnings per share of 37 cents, up from a previous forecast of $1.50 billion and 35 cents. However, she also cautioned that potential risks await the company, including “a significant slowdown in ESPN's growth due&nbsp;to cord cutting, weakened consumer confidence and softer theme park attendance,&nbsp;advertising weakness due to softer audience delivery and/or economic conditions and/or&nbsp;film flops and poor execution with respect to the 21CF integration.”</p><p><blockquote><b>在不久的将来：</b>展望未来，她预测FYQ1息税前利润为15.2亿美元，每股收益为37美分，高于之前预测的15亿美元和35美分。然而，她也警告说，潜在的风险等待着该公司，包括“由于断线、消费者信心减弱和主题公园上座率疲软，ESPN的增长显着放缓，由于观众交付疲软和/或经济状况和/或电影疲软而导致的广告疲软以及21CF集成的执行不力。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191747148","content_text":"A Bank of America analyst has reiterated a Buy rating and a $191 price objective for the Walt Disney Co., citing perceived disappointments in the company’s theatrical releases while expressing optimism for its Disney+ streaming service and near-future attendance at its theme parks.\n\nOn The Small Screen:In a new paper, BofA research analystJessica Reif Ehrlichstated Disney “remains well positioned for the recovery, driven by a continued increase in capacity at theme parks and an improving content slate in 2HFY22.” She estimated Disney+ will add 7 million new subscribers thanks to content additions including “The Beatles: Get Back,” “Hawkeye” and the upcoming “Boba Fett,” along with the streaming presentation of its popular theatrical films “Jungle Cruise” and “Shang-Chi and the Legend of the Ten Rings.”\nShe also opined that the popularity of “The Beatles: Get Back” could spur Disney to diversify its content “beyond their traditional brands” in order to bring in more Disney+ subscribers.\nOn The Big Screen:In the current weekend’s theatrical release slate, Disney has four films among the top 10 grossing movies in U.S. theaters; it also has a co-financing and profit-sharing agreement with Sony Pictures for the current box office champ, \"Spider-Man: No Way Home,\" which Sony is releasing.\nHowever, Ehrlich wrote that the Disney “theatrical releases during the quarter disappointed, likely due to the surging Omicron variant. As a result, DIS will once again be forced to re-evaluate their film release strategy for 2022. We believe the success of Disney+ is a key tenet of the bull thesis, and if the box office remains depressed, films could be utilized as an important subscriber acquisition tool for DIS+.”\nIn The Theme Parks:Looking at the Disney theme parks operations, Ehrlich anticipated the first quarter of 2022 “will reflect signs of improvement in attendance,” noting the omicron variant of the coronavirus has yet to have “a significant impact on attendance thus far.”\nShe also predicted that “improving operating leverage in the parks” will offset “incremental headwinds in content sales/licensing” created by a lack of political advertising, increased costs for NFL and college football and lower international channels.\nIn The Near Future:Looking forward, she forecasted a FYQ1 EBIT of $1.52 billion and earnings per share of 37 cents, up from a previous forecast of $1.50 billion and 35 cents. However, she also cautioned that potential risks await the company, including “a significant slowdown in ESPN's growth due to cord cutting, weakened consumer confidence and softer theme park attendance, advertising weakness due to softer audience delivery and/or economic conditions and/or film flops and poor execution with respect to the 21CF integration.”","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":4714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690514375,"gmtCreate":1639690974491,"gmtModify":1639690975611,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690514375","repostId":"2191945281","repostType":4,"isVote":1,"tweetType":1,"viewCount":3351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690101611,"gmtCreate":1639645384193,"gmtModify":1639645384567,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Yeah","listText":"Yeah","text":"Yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690101611","repostId":"1162833574","repostType":4,"repost":{"id":"1162833574","kind":"news","pubTimestamp":1639638037,"share":"https://www.laohu8.com/m/news/1162833574?lang=zh_CN&edition=full","pubTime":"2021-12-16 15:00","market":"us","language":"en","title":"The Next Top Electric Vehicle Stock: Look Out Tesla And Apple<blockquote>下一个顶级电动汽车股票：留意特斯拉和苹果</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162833574","media":"Seeking Alpha","summary":"Summary\n\nSemiconductor stocks stand to gain from the global chip shortages. ON Semi, Qualcomm and Mi","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Semiconductor stocks stand to gain from the global chip shortages. ON Semi, Qualcomm and Microchip Technology are EV semiconductor stocks to watch.</li>  <li>The auto sector took a beating during the pandemic but is rebounding. Some EV stocks look attractive given the political environment, rising gas prices, and expansion of charging stations.</li>  <li>In 2022, US auto sales are expected to increase to $16M from $15M. Top automaker Ford wants all-in on electric and is addressing the chip shortage their way.</li>  <li>Compared to its EV rivals Tesla and Apple, Ford offers solid fundamentals, a reasonable valuation framework, excellent Quant Factor grades, upward earnings revisions, and incredible stock momentum.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fe8b143e1df1016169fd2775f2f9d27\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Bill Pugliano/Getty Images News</span></p><p><blockquote><ul><li>半导体股将从全球芯片短缺中受益。安森美、高通和Microchip Technology是值得关注的电动汽车半导体股票。</li><li>汽车行业在疫情期间遭受重创，但正在反弹。考虑到政治环境、油价上涨和充电站扩张，一些电动汽车股票看起来很有吸引力。</li><li>2022年，美国汽车销售额预计将从1500万美元增至1600万美元。顶级汽车制造商福特希望全力发展电动汽车，并正在以自己的方式解决芯片短缺问题。</li><li>与电动汽车竞争对手特斯拉和苹果相比，福特拥有坚实的基本面、合理的估值框架、出色的量化因子等级、向上的盈利修正和令人难以置信的股票势头。</li></ul><p class=\"t-img-caption\"><span>比尔·普利亚诺/盖蒂图片社新闻</span></p></blockquote></p><p> Automobiles and Semiconductor Chip Shortage</p><p><blockquote>汽车和半导体芯片短缺</blockquote></p><p> Over the last several years, the rapid growth of Electric Vehicles (EV) has been nothing short of astonishing. As Brendan Ahern said in his article,The Unstoppable EV Ecosystem And How To Invest, \"The past two years have seen tremendous excitement in the global electric vehicles (EVs) industry as new companies listed shares, Tesla (TSLA) was added to the S&amp;P 500, global governments stepped up electrification commitments, and electric vehicle sales soared, especially in China and the EU.\" This overview sums up the progress of EVs in the auto sector.</p><p><blockquote>在过去的几年里，电动汽车（EV）的快速增长简直令人惊讶。正如Brendan Ahern在他的文章《势不可挡的电动汽车生态系统和如何投资》中所说，“过去两年，随着新公司上市，特斯拉（TSLA）加入标普500，全球各国政府加大了电气化承诺，电动汽车销量飙升，尤其是在中国和欧盟。”本概述总结了电动汽车在汽车领域的进展。</blockquote></p><p> Our Top Automotive pick, Ford (F), is up 132% YTD and is in an enviable position on fundamentals at this time compared to Tesla, up 37% YTD. And despite Apple's (AAPL)&nbsp;accelerating plans for an autonomous vehicle, which they have deemed their mother of all Ai projects, so far, they are all talk with no viable EV product offering. Apple’s entry into the autonomous vehicle space is a topic of speculation. Notably, there is more than one way to invest in the EV revolution. It comes down to \"what’s inside?\"</p><p><blockquote>我们首选的汽车公司福特(F)年初至今上涨了132%，与特斯拉年初至今上涨37%相比，福特(F)目前在基本面方面处于令人羡慕的地位。尽管苹果（AAPL）正在加速自动驾驶汽车计划，他们将自动驾驶汽车视为所有人工智能项目之母，但到目前为止，他们都在谈论没有可行的电动汽车产品。苹果进入自动驾驶汽车领域是一个猜测的话题。值得注意的是，投资电动汽车革命的方式不止一种。归结起来就是“里面是什么？”</blockquote></p><p> Cars are like the new mainframe computers. A new car can have more than two thousand chips, blowing away a smartphone with perhaps four chips. Semiconductors play a significant role in today's automotive sector, especially EVs, which is why we find their stocks attractive. ON Semi (ON), Qualcomm (QCOM), and Microchip Technology (MCHP) are some of the best suppliers for the automotive sector. Supply chain constraints and Asian factory shutdowns have drastically impacted automotive sales. Despite the supply shortage, there's been high demand, and we've seen the cost of semiconductor shortages balloon above 90%, according to a&nbsp;Bloomberg News Article.</p><p><blockquote>汽车就像新的大型计算机。一辆新车可以有2000多个芯片，击败了一部可能有四个芯片的智能手机。半导体在当今的汽车行业，尤其是电动汽车中发挥着重要作用，这就是为什么我们发现它们的股票具有吸引力。安森美(ON)、高通(QCOM)和微芯科技(MCHP)是汽车行业最好的供应商。供应链限制和亚洲工厂停工严重影响了汽车销售。据彭博新闻社的一篇文章称，尽管供应短缺，但需求却很高，我们已经看到半导体短缺的成本飙升了90%以上。</blockquote></p><p> With a record 21 weeks to fill chip orders,Dan Hearsch, Managing Director of AlixPartners Automotive and Industrial Practice said, \"It certainly feels like the most protracted supply shortage the industry has seen because it's not over.\" Despite the lack of semiconductors, automotive prices continue to climb, reaching records in the U.S. over $42,000 per vehicle, making chip manufacturers like ON Semi, Qualcomm, and Microchip Technology Incorporated Very Bullish buys, especially given their demand in EVs.</p><p><blockquote>AlixPartners汽车和工业实践董事总经理Dan Hearsch表示，芯片订单需要创纪录的21周时间才能完成，“这确实感觉像是该行业有史以来最持久的供应短缺，因为它还没有结束。”尽管缺乏半导体，汽车价格仍在继续攀升，在美国达到每辆车超过42,000美元的记录，这使得安森美、高通和Microchip Technology Incorporation等芯片制造商非常看好购买，特别是考虑到他们对电动汽车的需求。</blockquote></p><p> <b>ON Semiconductor Corporation</b></p><p><blockquote><b>安森美半导体公司</b></blockquote></p><p> ON Semiconductor is a stock I recently wrote about in an article called&nbsp;Top 5 Tech Stocks For 2022. A Fortune 1000 Company, ON Semi is a semiconductor and leading power management provider that uses signal and custom device technologies for communications, automotive, computing, and other uses. EV advancements allow for increased use of semiconductors in-vehicle platforms' electronics content, improving occupant safety through imaging and sensor function technology; sensor functions by way of algorithms enable vehicles to take immediate action to avoid accidents. This electrification is also used in the powertrain and vehicle auxiliary systems, with semiconductor technology at the forefront.</p><p><blockquote>安森美半导体是我最近在一篇题为《2022年五大科技股》的文章中写过的一只股票。安森美是一家财富1000强公司，是一家半导体和领先的电源管理提供商，将信号和定制器件技术用于通信、汽车、计算和其他用途。电动汽车的进步允许更多地使用半导体车载平台的电子内容，通过成像和传感器功能技术提高乘员安全性；通过算法实现的传感器功能使车辆能够立即采取行动以避免事故。这种电气化也用于动力总成和车辆辅助系统，半导体技术处于最前沿。</blockquote></p><p> The Seeking Alpha News Team recently reported&nbsp;ON Semi as a top pick at Citigroup. Citigroup analyst Christopher Danely said, \"With January's earnings season on the horizon, now is a prime time for investors to buy semiconductor stocks as chip-sector shortages don't appear to be getting better any time soon...Danelynotes that business conditions for the semiconductor industry have not been this strong since 1999 and 2000 and that \"many\" companies are booked solid with orders through 2022.\"</p><p><blockquote>Seeking Alpha新闻团队最近报道称Semi是花旗集团的首选。花旗集团分析师克里斯托弗·丹利(Christopher Danely)表示：“随着一月份财报季的临近，现在是投资者购买半导体股票的黄金时机，因为芯片行业的短缺似乎不会很快好转……丹利指出，自1999年和2000年以来，半导体行业的商业状况从未如此强劲，而且“许多”公司在2022年之前都收到了稳定的订单。”</blockquote></p><p> ON carries a C+ Valuation Grade, remaining attractive relative to its sector by more than 7.29%, at a Forward P/E of 22.43x. Additionally, ON's growth, profitability, and momentum metrics are attractive.</p><p><blockquote>ON的估值等级为C+，相对于其行业保持吸引力超过7.29%，远期市盈率为22.43倍。此外，ON的增长、盈利能力和动量指标也很有吸引力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/041f800d3cc6cb924bd6d61c64faf92e\" tg-width=\"640\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p></p><p> Momentum is a strong A+ Grade for ON Semiconductor, as they continue to have stellar price returns, with a price-performance return over 10 years exceeding 700%. Diving into ON’s&nbsp;growth grades, the company has a strong year-over-year EBITDA Growth grade of A- at 134.70% above the sector, and EPS FWD Long Term grade of A+, 208% above the sector. As we continue to dive into semiconductors important to vehicle automation, there is another name in the chip industry helping increase the trend towards EVs.</p><p><blockquote>对于安森美半导体来说，Momentum是一个很强的A+等级，因为他们继续拥有出色的价格回报，10年的性价比回报超过700%。深入了解ON的增长评级，该公司的EBITDA同比增长评级为A-，比行业高出134.70%，EPS FWD长期评级为A+，比行业高出208%。随着我们继续深入研究对汽车自动化很重要的半导体，芯片行业还有另一个名字有助于推动电动汽车的趋势。</blockquote></p><p> <b>Qualcomm</b></p><p><blockquote><b>Qualcomm</b></blockquote></p><p> QCOM gets a significant portion of its revenue from products aimed at the automotive sector. QCOM is already the world's biggest supplier of mobile phone chips, a wireless technology innovator, and 5G driver. The company has announced it will continue to expand into next-generation self-driving vehicles. SA news&nbsp;just reported&nbsp;Qualcomm could rally 25% higher in the next six months, according to Cerity Partners' Jim Lebenthal. Qualcomm, who already works with firms like Microsoft (MSFT) and Meta Platforms (FB), wants to grab hold of the EV market share, which is significantly higher than the phone chip industry, according to Cristiano Amon, QCOM President and CEO. In a&nbsp;November Press Release, Amon said, \"Our announcement with BMW today is the onset of a new era in automotive where two technology leaders have come together to design and develop…the next-generation automobile…we see an incredible number of changes in the industry that are driving things and putting Qualcomm at the intersection of demand for virtually every industry.\"</p><p><blockquote>高通的很大一部分收入来自针对汽车行业的产品。高通已经是全球最大的手机芯片供应商、无线技术创新者和5G驱动者。该公司宣布将继续向下一代自动驾驶汽车扩张。Cerity Partners的Jim Lebenthal表示，SA news刚刚报道称，高通在未来六个月内可能会上涨25%。高通总裁兼首席执行官Cristiano Amon表示，高通已经与微软(MSFT)和Meta Platforms(FB)等公司合作，希望占领电动汽车市场份额，该市场份额明显高于手机芯片行业。阿蒙在11月的新闻稿中表示：“我们今天与宝马宣布的消息标志着汽车领域新时代的开始，两位技术领导者齐心协力设计和开发……下一代汽车……我们看到了令人难以置信的数量该行业正在推动发展，并使高通处于几乎每个行业需求的交叉点。”</blockquote></p><p> When looking at QCOM's Factor Grades below, it's clear why we believe they are on solid footing.</p><p><blockquote>当查看下面高通的因子等级时，很明显为什么我们相信它们基础稳固。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee2ff7cc1f310c6f8fd1e875afacc02e\" tg-width=\"284\" tg-height=\"223\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> QCOM comes at a reasonable valuation, trading nearly 30% below its sector with a forward P/E of 17.27+; Forward PEG is almost 63% below the sector. The stock has strong growth, excellent profitability metrics, and many analysts increasing their earnings estimates. As fellow&nbsp;Seeking Alpha author Valuentum writes, \"Qualcomm's growth trajectory is supported by its push into the automotive arena and the IoT trend, which are expected to grow its total addressable market opportunity over the next decade.\"</p><p><blockquote>QCOM的估值合理，其交易价格比其行业低近30%，预期市盈率为17.27+；远期PEG比该行业低近63%。该股增长强劲，盈利指标出色，许多分析师上调了盈利预期。正如Seeking Alpha作者Valuentum所写，“高通的增长轨迹得到了其进军汽车领域和物联网趋势的支持，预计这将在未来十年增加其总的潜在市场机会。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14b7d462d95760ddddea06904c48c60a\" tg-width=\"640\" tg-height=\"430\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> In addition to its strong profitability, QCOM is one of the best dividend-paying technology stocks. QCOM has a Dividend Growth Grade of A+. Because the trend and rise in popularity of electric vehicles is not the only way to make money, we are emphasizing another top semiconductor leading the wave of rising EVs, Microchip Technology Incorporated (MCHP).</p><p><blockquote>除了强劲的盈利能力之外，高通还是股息支付最好的科技股之一。高通的股息增长评级为A+。由于电动汽车的趋势和普及并不是赚钱的唯一途径，因此我们强调另一家引领电动汽车崛起浪潮的顶级半导体——微芯科技公司（MCHP）。</blockquote></p><p> <b>Microchip Technology Incorporated</b></p><p><blockquote><b>微芯片技术公司</b></blockquote></p><p> Another top EV chip-maker is MCHP, whose chips are used in wireless apps and devices for power management. MCHP’s chips specifically designed for electric vehicles is the artificial intelligence used to centralize computing and navigation and the powertrains and charging systems. Rated Very Bullish, out of 557 of our&nbsp;Top Tech Stocks, MCHP is ranked in the top 10% of this screener and continues to be on an upward trajectory, as evidenced by its B+ Momentum Grade.</p><p><blockquote>另一家顶级电动汽车芯片制造商是MCHP，其芯片用于无线应用程序和电源管理设备。MCHP专门为电动汽车设计的芯片是用于集中计算和导航以及动力系统和充电系统的人工智能。在我们的557只顶级科技股中，MCHP被评为非常看涨，在该筛选中排名前10%，并且继续处于上升轨道，其B+动量评级就证明了这一点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38fa9b58f8f38267e8104688a79b1c77\" tg-width=\"640\" tg-height=\"204\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> Following recent Q2 Earnings results,Jefferies Financial Group, among other analysts, has increased their MCHP price target of $98 to $109, which implies a 22.7% upside. With an EPS of $1.07 that beat by $0.01 and Revenue of $1.65B beating nearly 26% YoY, it’s no wonder there are 21 FY1 Up Revisions in the last 90 days, prompting an A- Revisions Grade.</p><p><blockquote>在最近公布第二季度盈利结果后，杰富瑞金融集团等分析师将MCHP目标价从98美元上调至109美元，这意味着上涨22.7%。每股收益为1.07美元，超出0.01美元，收入为1.65 B美元，同比增长近26%，难怪在过去90天内有21次上调，从而获得A-上调评级。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc325cd371e06ec406b8e454cf7c4670\" tg-width=\"640\" tg-height=\"183\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> As we look to the EV sector capitalizing on the use of semiconductors and investors wanting to know more about stocks in this space, let us discuss Ford (F), who recently partnered with GlobalFoundries (GFS), a multinational semiconductor manufacturing and design company to address the semiconductor shortage, thus positioning themselves as the next prominent EV manufacturer to rival Tesla and Apple in the space.</p><p><blockquote>当我们期待电动汽车行业利用半导体的使用以及投资者想要更多地了解该领域的股票时，让我们讨论一下福特(F)，福特最近与跨国半导体制造和设计公司GlobalFoundries(GFS)合作解决半导体短缺问题，从而将自己定位为下一个在该领域与特斯拉和苹果竞争的著名电动汽车制造商。</blockquote></p><p> <i><b>YTD F, AAPL, TSLA PRICE RETURN COMPARISON</b></i></p><p><blockquote><i><b>年初至今F、AAPL、TSLA价格回报比较</b></i></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2175c40e8df25d2f22ed2e219327137\" tg-width=\"640\" tg-height=\"230\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p></p><p> Ford has been a differentiator since the invention of the automobile. Ford’s partnering with semiconductor company GlobalFoundries clarifies that it wants to lead the industry and evolve by all means necessary, striking deals with companies to source materials and the parts required to avoid supply chain disruptions. \"Semiconductor is going to become the defining line for differentiation in the automotive experience. I believe you're seeing automotive companies want to become what I would call more silicon aware. And that's exactly what Ford is doing in their MOU they signed with G.F. They want to first make sure that they understand the supply-demand dynamics… to make sure they influence the technology road maps for foundries so that the features that we create align with their needs,\"Tom Caulfield GFS CEO, Q3 2021 Earnings Call. So how does Ford compare to its E.V. rivals, Tesla and Apple, in the electric car race?</p><p><blockquote>自汽车发明以来，福特一直是一个与众不同的公司。福特与半导体公司GlobalFoundries的合作表明，它希望通过一切必要手段引领行业并发展，与公司达成协议，采购避免供应链中断所需的材料和零件。“半导体将成为汽车体验差异化的定义线。我相信你会看到汽车公司希望成为我所说的看涨期权更加了解硅。这正是福特在与福特签署的谅解备忘录中所做的事情G.F.他们首先要确保他们了解供需动态……以确保他们影响代工厂的技术路线图，以便我们创建的功能符合他们的需求，”Tom Caulfield GFS首席执行官，2021年第三季度收益看涨期权。那么福特与其电动汽车相比如何呢？电动汽车竞赛中的竞争对手特斯拉和苹果？</blockquote></p><p> <b>Ford Valuation vs. Tesla and Apple</b></p><p><blockquote><b>福特估值与特斯拉和苹果</b></blockquote></p><p> Ford is undervalued with an overall valuation grade of C, forward P/E trading -25.82%, and the sector at 14.55X. The forward PEG ratio has an A+ grade, trading nearly 82% below the sector. When we compare Ford, Apple, and Tesla on Valuation, TSLA and AAPL receive an overall F Grade.</p><p><blockquote>福特被低估，整体估值等级为C，远期市盈率交易为-25.82%，该行业为14.55倍。远期PEG比率为A+级，比该行业低近82%。当我们比较福特、苹果和特斯拉的估值时，特斯拉和苹果公司的总体评级为F级。</blockquote></p><p> Compared to Tesla and Apple with F Valuation Grades, both look unattractive on a PEG basis (P/E Ratio divided by EPS long-term growth). Tesla PEG of 3.52X is 263.70% above the sector, and Apple PEG of 2.81X, 70.78% above the sector.</p><p><blockquote>与估值等级为F的特斯拉和苹果相比，两者在PEG基础上（市盈率除以每股收益长期增长）看起来都没有吸引力。特斯拉PEG为3.52倍，比该行业高出263.70%，苹果PEG为2.81倍，比该行业高出70.78%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54c31cedfc851a3fb1072546e0b5c879\" tg-width=\"640\" tg-height=\"440\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> Seeking Alpha’s Valuation Grade provides a unique view of how much a company is worth relative to other stocks in the same sector. Thanks to dozens of underlying metrics, the grades provide an instant characterization of the strength or weakness of the metric compared to similar stocks. Ford looks attractive on a 0.17X PEG basis and is not overvalued compared to the sector, with a median PEG of 0.97X.</p><p><blockquote>Seeking Alpha的估值等级提供了一家公司相对于同一行业其他股票的价值的独特视角。得益于数十个基础指标，这些评级可以即时表征该指标与类似股票相比的优势或劣势。福特在0.17倍PEG的基础上看起来很有吸引力，与该行业相比并没有被高估，PEG中位数为0.97倍。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbb961e840c6250e27933fd611faefc6\" tg-width=\"640\" tg-height=\"244\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> While a C grade is not ideal, Ford still looks attractive. As a pioneer in its industry, it should fare well in the EV space. According to Aswath Damodaran,Professor of Finance at the Stern School of Business at N.Y. University, the Automotive and Truck sector is sitting pretty, with a current P/E of 164.37 based upon January 2021 data and expected growth of 18.8% over the next five years with a PEG ratio of 8.87.</p><p><blockquote>虽然C级并不理想，但福特看起来仍然很有吸引力。作为行业先驱，它应该在电动汽车领域表现良好。纽约大学斯特恩商学院金融学教授Aswath Damodaran表示，汽车和卡车行业状况良好，根据2021年1月的数据，目前市盈率为164.37，预计未来五年增长18.8%PEG比率为8.87。</blockquote></p><p> Apple's announcement of a fully autonomous vehicle has turned heads, especially given its wide range of technology and persistent delays to the project.Apple Car Project&nbsp;is being led by Ai and machine learning Chief John Giannandrea. \"We're focusing on autonomous systems. It's a core technology that we view as very important. We sort of see it as the mother of all AI projects. It's probably one of the most difficult AI projects actually to work on\" said,Apple CEO Tim Cook. Whereas Tesla and Ford have a leg up with emphasis in the automotive industry, as&nbsp;John Engel emphasizes in his Seeking Alpha article, \"Ultimately, I see little about the automotive sector – EV or otherwise – that would make it a natural fit for Apple. While I suspect the development of the Apple Car over the next few years will act as a positive catalyst for Apple's stock, it will end up being more of a liability than an asset.\" Let's compare each of their growth and profitability grades.</p><p><blockquote>苹果宣布推出全自动驾驶汽车引起了人们的关注，特别是考虑到其广泛的技术和该项目的持续延迟。Apple Car项目由人工智能和机器学习主管John Giannandrea领导。苹果首席执行官Tim Cook表示：“我们专注于自主系统。这是一项我们认为非常重要的核心技术。我们认为它是所有人工智能项目之母。这可能是实际上最难处理的人工智能项目之一。”尽管特斯拉和福特在汽车行业占据优势，但正如John Engel在他的Seeking Alpha文章中强调的那样，“最终，我认为汽车行业（电动汽车或其他行业）很少会使其自然适合苹果。虽然我怀疑未来几年苹果汽车的开发将对苹果的股票起到积极的催化剂作用，但它最终将更多地成为负债而不是资产。”让我们比较一下它们的增长和盈利能力等级。</blockquote></p><p> <b>Ford Growth and Profitability vs. Tesla and Apple</b></p><p><blockquote><b>福特增长和盈利能力与特斯拉和苹果的比较</b></blockquote></p><p> With plans to build over 600,000 EV's annually by 2025 and Ford CEO Jim Farley pushing for 40% of its vehicles to be battery powered by 2030, its transition to electric cars is proving to be successful. Led by its fully-electric Mustang Mach-EFord, Ford set a new September record with EV sales surging 92% from the previous year to 9,150. Adding insult to injury, Doug Field,\"One of the top product leaders from Apple, Tesla and Segway,\"left Apple after aiding in the launch of its electric vehicle, poached by Ford as their new Chief Advanced Technology Officer. Online speculation indicates that this move may be the final nail in the Apple EV coffin. While it's all speculation, as we compare the three EV makers, it's clear why we believe Ford will prove the victor and the EV stock to watch.</p><p><blockquote>福特计划到2025年每年生产超过60万辆电动汽车，福特首席执行官吉姆·法利(Jim Farley)推动到2030年40%的汽车采用电池驱动，事实证明，其向电动汽车的转型是成功的。在全电动野马Mach-EFord的带领下，福特在9月份创下了新纪录，电动汽车销量同比飙升92%，达到9,150辆。雪上加霜的是，“苹果、特斯拉和赛格威的顶级产品领导者之一”道格·菲尔德(Doug Field)在帮助推出电动汽车后离开了苹果，并被福特挖走，担任福特新任首席先进技术官。网上猜测，此举可能是苹果电动汽车棺材上的最后一颗钉子。虽然这都是猜测，但当我们比较这三家电动汽车制造商时，很明显为什么我们相信福特将成为胜利者和值得关注的电动汽车股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eec2355246ce651d0fb1df4614fcf9e5\" tg-width=\"640\" tg-height=\"255\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p></p><p> Ford has delivered a stock price increase of more than 62% over the last five years and an increase of more than 132% YTD, bringing both A- Growth and A+ Profitability Factor Grades. With a Very Bullish rating and continually evolving in the changing landscape of electric vehicles, Ford is set to continue delivering results in the vehicle sector. Ford is built tough and has been resilient despite chip shortages and the effects brought on by the pandemic. Ford continues to introduce new vehicles and will launch an all-electric&nbsp;F-150 Lightning&nbsp;in 2022 that possesses a maximum towing capacity of 10,000 pounds and a range of up to 300 miles. According to the CEO, there's a massive demand for this truck with 200,000 reservations.</p><p><blockquote>福特股价在过去五年中上涨了62%以上，年初至今上涨了132%以上，带来了A增长和A+盈利系数评级。凭借非常乐观的评级并在不断变化的电动汽车格局中不断发展，福特将继续在汽车领域取得成果。尽管芯片短缺和大流行带来的影响，福特仍然坚韧，并且具有弹性。福特继续推出新车，并将于2022年推出全电动F-150 Lightning，最大牵引能力为10,000磅，续航里程可达300英里。据首席执行官称，这款卡车的需求量很大，已有20万份预订。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45b7946a5aed4f7f01a00c1ef0635628\" tg-width=\"640\" tg-height=\"254\" width=\"100%\" height=\"auto\"><span>Image Source: 2022 Ford® F-150 Lightning Electric Truck |All Electric and All F-150</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：2022款福特®F-150闪电电动卡车|全电动和全F-150</span></p></blockquote></p><p> The American-made F-150 Lightning and its next-generation full-size electric pickup are developing in high volumes at its new facility in Blue Oval City, Tennessee. The numbers don't lie, and despite a semiconductor shortage, there's no shortage of buyers seeking Ford vehicles. The momentum is sure to continue, especially as Ford manages its partnership with GlobalFoundries and continues to make strides to outpace Tesla and Apple.</p><p><blockquote>美国制造的F-150 Lightning及其下一代全尺寸电动皮卡正在田纳西州蓝椭圆城的新工厂大批量开发。这些数字不会说谎，尽管半导体短缺，但不乏寻求福特汽车的买家。这一势头肯定会持续下去，特别是在福特管理与GlobalFoundries的合作伙伴关系并继续大步超越特斯拉和苹果的情况下。</blockquote></p><p> While we continue to see vehicles generated by Ford, we have yet to see the release of an actual Apple EV. Tesla, on the other hand, the pioneer of the electric vehicle, continues to showcase why their cutting-edge battery technology is rated the best car in its class. It's no secret that Tesla continues to build cars for more and more people, making products accessible and affordable while also bridging the gap towards clean transport and renewable energy.</p><p><blockquote>虽然我们继续看到福特生产的汽车，但我们还没有看到真正的苹果电动汽车的发布。另一方面，电动汽车的先驱特斯拉继续展示为什么他们的尖端电池技术被评为同类汽车中最好的。众所周知，特斯拉继续为越来越多的人制造汽车，使产品变得容易获得和负担得起，同时也弥合了清洁交通和可再生能源的差距。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85b3fbd9b4798b8e89ef154b6eb78098\" tg-width=\"640\" tg-height=\"339\" width=\"100%\" height=\"auto\"><span>Image Source: Model S</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Model S</span></p></blockquote></p><p> We feel Ford's biggest contender in the EV space is Tesla, and&nbsp;Ford also contends that it will be the No. 2 EV producer in two years. Following a Ford EPS of $0.51 beats by $0.24 and 19 FY1 Up Revisions in the last 90 days, it's no wonder Ford is neck-to-neck with its competitors on Profitability with A+ ratings. Ford's continued strength indicates why&nbsp;Jim Farley, Ford CEO during the Q3 Earnings Call, said, \"We're moving aggressively to lead the electric vehicle revolution, substantially expanding our battery production as we speak today in the U.S. In fact, we already announced plans that will give us enough battery production to meet our mid-decade goal of 141 gigawatts, which is enough to build more than 1 million battery electric vehicles a year, and I think we'll need more.\"</p><p><blockquote>我们认为福特在电动汽车领域最大的竞争者是特斯拉，福特还声称它将在两年内成为第二大电动汽车生产商。福特每股收益为0.51美元，超过预期每股收益为0.24美元，并且在过去90天内对2011财年进行了19次上调，难怪福特在盈利能力方面与竞争对手并驾齐驱，评级为A+。福特的持续强劲表明了福特首席执行官吉姆·法利(Jim Farley)在第三季度财报看涨期权上表示：“正如我们今天在美国发表讲话时，我们正在积极引领电动汽车革命，大幅扩大我们的电池产量。事实上，我们已经宣布了计划，这些计划将为我们提供足够的电池产量来实现我们的十年中期141吉瓦的目标，这足以每年生产超过100万辆纯电动汽车，而且我认为我们还需要更多。”</blockquote></p><p> <i><b>FORD EARNINGS AND REVISIONS</b></i></p><p><blockquote><i><b>福特收益和修正</b></i></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1077c0c6a7d52a3c5c3a553c5c5ac32\" tg-width=\"640\" tg-height=\"369\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> <b>Ford, Tesla, and Apple Momentum</b></p><p><blockquote><b>福特、特斯拉和苹果的势头</b></blockquote></p><p> Each of the stocks, Ford, Tesla, and Apple continue to put their money where they believe there is an upside. Momentum is a successful trading strategy in which investors buy rising stocks and sell as they're retreating, and it is a vital factor for predicting stock price performance for those wanting to hold long term.</p><p><blockquote>福特、特斯拉和苹果继续将资金投入到他们认为有上涨空间的地方。动量是一种成功的交易策略，投资者买入上涨的股票，并在下跌时卖出，对于那些想要长期持有的人来说，它是预测股价表现的重要因素。</blockquote></p><p> Investor confidence remains high in the EV space, with each stock exhibiting A or better Momentum Grades. Year-to-date, Ford has remained up 57.27% over the previous three months while the sector is down nearly 5%. Tesla is up 30% and Apple more than 17%.</p><p><blockquote>投资者对电动汽车领域的信心仍然很高，每只股票都表现出A或更好的动量评级。今年迄今为止，福特在前三个月仍上涨了57.27%，而该行业则下跌了近5%。特斯拉上涨30%，苹果上涨超过17%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34c9ba651be822d98ff1d10c0ee70b3a\" tg-width=\"640\" tg-height=\"206\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5548abc16267f2b83467c1e652937cdd\" tg-width=\"640\" tg-height=\"202\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f87dd913db38101b4d1f4b255ee4d28c\" tg-width=\"640\" tg-height=\"207\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> <b>Conclusion: Ford</b><b><i>Is</i></b><b>Built Tough and an EV Stock To Watch</b></p><p><blockquote><b>结论：福特</b><b><i>是</i></b><b>坚固且值得关注的电动汽车股票</b></blockquote></p><p></p><p> Electric Vehicle stocks can make a great return on investment, especially if you can identify those with fair valuations, excellent fundamentals and capitalize on their growth and momentum. In addition, sectors linked to EVs like semiconductors can also be great stock picks. In the current environment, where each of these stock picks offers a good balance of growth and value, it's a great play to diversify your portfolio and ride the EV and semiconductor wave. With the better valuation and continued advancements and momentum, we believe that Ford is the most opportune of the EV stock picks, but it's up to you to decide for yourself.</p><p><blockquote>电动汽车股票可以获得巨大的投资回报，特别是如果您能够识别那些估值合理、基本面良好并利用其增长和势头的股票。此外，半导体等与电动汽车相关的行业也是不错的选股选择。在当前的环境下，这些股票选择中的每一只都提供了增长和价值的良好平衡，这是实现投资组合多元化并驾驭电动汽车和半导体浪潮的绝佳选择。凭借更好的估值以及持续的进步和势头，我们相信福特是最合适的电动汽车股票选择，但这取决于您自己决定。</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>The Next Top Electric Vehicle Stock: Look Out Tesla And Apple<blockquote>下一个顶级电动汽车股票：留意特斯拉和苹果</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\">\nThe Next Top Electric Vehicle Stock: Look Out Tesla And Apple<blockquote>下一个顶级电动汽车股票：留意特斯拉和苹果</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-16 15:00</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>Semiconductor stocks stand to gain from the global chip shortages. ON Semi, Qualcomm and Microchip Technology are EV semiconductor stocks to watch.</li>  <li>The auto sector took a beating during the pandemic but is rebounding. Some EV stocks look attractive given the political environment, rising gas prices, and expansion of charging stations.</li>  <li>In 2022, US auto sales are expected to increase to $16M from $15M. Top automaker Ford wants all-in on electric and is addressing the chip shortage their way.</li>  <li>Compared to its EV rivals Tesla and Apple, Ford offers solid fundamentals, a reasonable valuation framework, excellent Quant Factor grades, upward earnings revisions, and incredible stock momentum.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fe8b143e1df1016169fd2775f2f9d27\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Bill Pugliano/Getty Images News</span></p><p><blockquote><ul><li>半导体股将从全球芯片短缺中受益。安森美、高通和Microchip Technology是值得关注的电动汽车半导体股票。</li><li>汽车行业在疫情期间遭受重创，但正在反弹。考虑到政治环境、油价上涨和充电站扩张，一些电动汽车股票看起来很有吸引力。</li><li>2022年，美国汽车销售额预计将从1500万美元增至1600万美元。顶级汽车制造商福特希望全力发展电动汽车，并正在以自己的方式解决芯片短缺问题。</li><li>与电动汽车竞争对手特斯拉和苹果相比，福特拥有坚实的基本面、合理的估值框架、出色的量化因子等级、向上的盈利修正和令人难以置信的股票势头。</li></ul><p class=\"t-img-caption\"><span>比尔·普利亚诺/盖蒂图片社新闻</span></p></blockquote></p><p> Automobiles and Semiconductor Chip Shortage</p><p><blockquote>汽车和半导体芯片短缺</blockquote></p><p> Over the last several years, the rapid growth of Electric Vehicles (EV) has been nothing short of astonishing. As Brendan Ahern said in his article,The Unstoppable EV Ecosystem And How To Invest, \"The past two years have seen tremendous excitement in the global electric vehicles (EVs) industry as new companies listed shares, Tesla (TSLA) was added to the S&amp;P 500, global governments stepped up electrification commitments, and electric vehicle sales soared, especially in China and the EU.\" This overview sums up the progress of EVs in the auto sector.</p><p><blockquote>在过去的几年里，电动汽车（EV）的快速增长简直令人惊讶。正如Brendan Ahern在他的文章《势不可挡的电动汽车生态系统和如何投资》中所说，“过去两年，随着新公司上市，特斯拉（TSLA）加入标普500，全球各国政府加大了电气化承诺，电动汽车销量飙升，尤其是在中国和欧盟。”本概述总结了电动汽车在汽车领域的进展。</blockquote></p><p> Our Top Automotive pick, Ford (F), is up 132% YTD and is in an enviable position on fundamentals at this time compared to Tesla, up 37% YTD. And despite Apple's (AAPL)&nbsp;accelerating plans for an autonomous vehicle, which they have deemed their mother of all Ai projects, so far, they are all talk with no viable EV product offering. Apple’s entry into the autonomous vehicle space is a topic of speculation. Notably, there is more than one way to invest in the EV revolution. It comes down to \"what’s inside?\"</p><p><blockquote>我们首选的汽车公司福特(F)年初至今上涨了132%，与特斯拉年初至今上涨37%相比，福特(F)目前在基本面方面处于令人羡慕的地位。尽管苹果（AAPL）正在加速自动驾驶汽车计划，他们将自动驾驶汽车视为所有人工智能项目之母，但到目前为止，他们都在谈论没有可行的电动汽车产品。苹果进入自动驾驶汽车领域是一个猜测的话题。值得注意的是，投资电动汽车革命的方式不止一种。归结起来就是“里面是什么？”</blockquote></p><p> Cars are like the new mainframe computers. A new car can have more than two thousand chips, blowing away a smartphone with perhaps four chips. Semiconductors play a significant role in today's automotive sector, especially EVs, which is why we find their stocks attractive. ON Semi (ON), Qualcomm (QCOM), and Microchip Technology (MCHP) are some of the best suppliers for the automotive sector. Supply chain constraints and Asian factory shutdowns have drastically impacted automotive sales. Despite the supply shortage, there's been high demand, and we've seen the cost of semiconductor shortages balloon above 90%, according to a&nbsp;Bloomberg News Article.</p><p><blockquote>汽车就像新的大型计算机。一辆新车可以有2000多个芯片，击败了一部可能有四个芯片的智能手机。半导体在当今的汽车行业，尤其是电动汽车中发挥着重要作用，这就是为什么我们发现它们的股票具有吸引力。安森美(ON)、高通(QCOM)和微芯科技(MCHP)是汽车行业最好的供应商。供应链限制和亚洲工厂停工严重影响了汽车销售。据彭博新闻社的一篇文章称，尽管供应短缺，但需求却很高，我们已经看到半导体短缺的成本飙升了90%以上。</blockquote></p><p> With a record 21 weeks to fill chip orders,Dan Hearsch, Managing Director of AlixPartners Automotive and Industrial Practice said, \"It certainly feels like the most protracted supply shortage the industry has seen because it's not over.\" Despite the lack of semiconductors, automotive prices continue to climb, reaching records in the U.S. over $42,000 per vehicle, making chip manufacturers like ON Semi, Qualcomm, and Microchip Technology Incorporated Very Bullish buys, especially given their demand in EVs.</p><p><blockquote>AlixPartners汽车和工业实践董事总经理Dan Hearsch表示，芯片订单需要创纪录的21周时间才能完成，“这确实感觉像是该行业有史以来最持久的供应短缺，因为它还没有结束。”尽管缺乏半导体，汽车价格仍在继续攀升，在美国达到每辆车超过42,000美元的记录，这使得安森美、高通和Microchip Technology Incorporation等芯片制造商非常看好购买，特别是考虑到他们对电动汽车的需求。</blockquote></p><p> <b>ON Semiconductor Corporation</b></p><p><blockquote><b>安森美半导体公司</b></blockquote></p><p> ON Semiconductor is a stock I recently wrote about in an article called&nbsp;Top 5 Tech Stocks For 2022. A Fortune 1000 Company, ON Semi is a semiconductor and leading power management provider that uses signal and custom device technologies for communications, automotive, computing, and other uses. EV advancements allow for increased use of semiconductors in-vehicle platforms' electronics content, improving occupant safety through imaging and sensor function technology; sensor functions by way of algorithms enable vehicles to take immediate action to avoid accidents. This electrification is also used in the powertrain and vehicle auxiliary systems, with semiconductor technology at the forefront.</p><p><blockquote>安森美半导体是我最近在一篇题为《2022年五大科技股》的文章中写过的一只股票。安森美是一家财富1000强公司，是一家半导体和领先的电源管理提供商，将信号和定制器件技术用于通信、汽车、计算和其他用途。电动汽车的进步允许更多地使用半导体车载平台的电子内容，通过成像和传感器功能技术提高乘员安全性；通过算法实现的传感器功能使车辆能够立即采取行动以避免事故。这种电气化也用于动力总成和车辆辅助系统，半导体技术处于最前沿。</blockquote></p><p> The Seeking Alpha News Team recently reported&nbsp;ON Semi as a top pick at Citigroup. Citigroup analyst Christopher Danely said, \"With January's earnings season on the horizon, now is a prime time for investors to buy semiconductor stocks as chip-sector shortages don't appear to be getting better any time soon...Danelynotes that business conditions for the semiconductor industry have not been this strong since 1999 and 2000 and that \"many\" companies are booked solid with orders through 2022.\"</p><p><blockquote>Seeking Alpha新闻团队最近报道称Semi是花旗集团的首选。花旗集团分析师克里斯托弗·丹利(Christopher Danely)表示：“随着一月份财报季的临近，现在是投资者购买半导体股票的黄金时机，因为芯片行业的短缺似乎不会很快好转……丹利指出，自1999年和2000年以来，半导体行业的商业状况从未如此强劲，而且“许多”公司在2022年之前都收到了稳定的订单。”</blockquote></p><p> ON carries a C+ Valuation Grade, remaining attractive relative to its sector by more than 7.29%, at a Forward P/E of 22.43x. Additionally, ON's growth, profitability, and momentum metrics are attractive.</p><p><blockquote>ON的估值等级为C+，相对于其行业保持吸引力超过7.29%，远期市盈率为22.43倍。此外，ON的增长、盈利能力和动量指标也很有吸引力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/041f800d3cc6cb924bd6d61c64faf92e\" tg-width=\"640\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p></p><p> Momentum is a strong A+ Grade for ON Semiconductor, as they continue to have stellar price returns, with a price-performance return over 10 years exceeding 700%. Diving into ON’s&nbsp;growth grades, the company has a strong year-over-year EBITDA Growth grade of A- at 134.70% above the sector, and EPS FWD Long Term grade of A+, 208% above the sector. As we continue to dive into semiconductors important to vehicle automation, there is another name in the chip industry helping increase the trend towards EVs.</p><p><blockquote>对于安森美半导体来说，Momentum是一个很强的A+等级，因为他们继续拥有出色的价格回报，10年的性价比回报超过700%。深入了解ON的增长评级，该公司的EBITDA同比增长评级为A-，比行业高出134.70%，EPS FWD长期评级为A+，比行业高出208%。随着我们继续深入研究对汽车自动化很重要的半导体，芯片行业还有另一个名字有助于推动电动汽车的趋势。</blockquote></p><p> <b>Qualcomm</b></p><p><blockquote><b>Qualcomm</b></blockquote></p><p> QCOM gets a significant portion of its revenue from products aimed at the automotive sector. QCOM is already the world's biggest supplier of mobile phone chips, a wireless technology innovator, and 5G driver. The company has announced it will continue to expand into next-generation self-driving vehicles. SA news&nbsp;just reported&nbsp;Qualcomm could rally 25% higher in the next six months, according to Cerity Partners' Jim Lebenthal. Qualcomm, who already works with firms like Microsoft (MSFT) and Meta Platforms (FB), wants to grab hold of the EV market share, which is significantly higher than the phone chip industry, according to Cristiano Amon, QCOM President and CEO. In a&nbsp;November Press Release, Amon said, \"Our announcement with BMW today is the onset of a new era in automotive where two technology leaders have come together to design and develop…the next-generation automobile…we see an incredible number of changes in the industry that are driving things and putting Qualcomm at the intersection of demand for virtually every industry.\"</p><p><blockquote>高通的很大一部分收入来自针对汽车行业的产品。高通已经是全球最大的手机芯片供应商、无线技术创新者和5G驱动者。该公司宣布将继续向下一代自动驾驶汽车扩张。Cerity Partners的Jim Lebenthal表示，SA news刚刚报道称，高通在未来六个月内可能会上涨25%。高通总裁兼首席执行官Cristiano Amon表示，高通已经与微软(MSFT)和Meta Platforms(FB)等公司合作，希望占领电动汽车市场份额，该市场份额明显高于手机芯片行业。阿蒙在11月的新闻稿中表示：“我们今天与宝马宣布的消息标志着汽车领域新时代的开始，两位技术领导者齐心协力设计和开发……下一代汽车……我们看到了令人难以置信的数量该行业正在推动发展，并使高通处于几乎每个行业需求的交叉点。”</blockquote></p><p> When looking at QCOM's Factor Grades below, it's clear why we believe they are on solid footing.</p><p><blockquote>当查看下面高通的因子等级时，很明显为什么我们相信它们基础稳固。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee2ff7cc1f310c6f8fd1e875afacc02e\" tg-width=\"284\" tg-height=\"223\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> QCOM comes at a reasonable valuation, trading nearly 30% below its sector with a forward P/E of 17.27+; Forward PEG is almost 63% below the sector. The stock has strong growth, excellent profitability metrics, and many analysts increasing their earnings estimates. As fellow&nbsp;Seeking Alpha author Valuentum writes, \"Qualcomm's growth trajectory is supported by its push into the automotive arena and the IoT trend, which are expected to grow its total addressable market opportunity over the next decade.\"</p><p><blockquote>QCOM的估值合理，其交易价格比其行业低近30%，预期市盈率为17.27+；远期PEG比该行业低近63%。该股增长强劲，盈利指标出色，许多分析师上调了盈利预期。正如Seeking Alpha作者Valuentum所写，“高通的增长轨迹得到了其进军汽车领域和物联网趋势的支持，预计这将在未来十年增加其总的潜在市场机会。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14b7d462d95760ddddea06904c48c60a\" tg-width=\"640\" tg-height=\"430\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> In addition to its strong profitability, QCOM is one of the best dividend-paying technology stocks. QCOM has a Dividend Growth Grade of A+. Because the trend and rise in popularity of electric vehicles is not the only way to make money, we are emphasizing another top semiconductor leading the wave of rising EVs, Microchip Technology Incorporated (MCHP).</p><p><blockquote>除了强劲的盈利能力之外，高通还是股息支付最好的科技股之一。高通的股息增长评级为A+。由于电动汽车的趋势和普及并不是赚钱的唯一途径，因此我们强调另一家引领电动汽车崛起浪潮的顶级半导体——微芯科技公司（MCHP）。</blockquote></p><p> <b>Microchip Technology Incorporated</b></p><p><blockquote><b>微芯片技术公司</b></blockquote></p><p> Another top EV chip-maker is MCHP, whose chips are used in wireless apps and devices for power management. MCHP’s chips specifically designed for electric vehicles is the artificial intelligence used to centralize computing and navigation and the powertrains and charging systems. Rated Very Bullish, out of 557 of our&nbsp;Top Tech Stocks, MCHP is ranked in the top 10% of this screener and continues to be on an upward trajectory, as evidenced by its B+ Momentum Grade.</p><p><blockquote>另一家顶级电动汽车芯片制造商是MCHP，其芯片用于无线应用程序和电源管理设备。MCHP专门为电动汽车设计的芯片是用于集中计算和导航以及动力系统和充电系统的人工智能。在我们的557只顶级科技股中，MCHP被评为非常看涨，在该筛选中排名前10%，并且继续处于上升轨道，其B+动量评级就证明了这一点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38fa9b58f8f38267e8104688a79b1c77\" tg-width=\"640\" tg-height=\"204\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> Following recent Q2 Earnings results,Jefferies Financial Group, among other analysts, has increased their MCHP price target of $98 to $109, which implies a 22.7% upside. With an EPS of $1.07 that beat by $0.01 and Revenue of $1.65B beating nearly 26% YoY, it’s no wonder there are 21 FY1 Up Revisions in the last 90 days, prompting an A- Revisions Grade.</p><p><blockquote>在最近公布第二季度盈利结果后，杰富瑞金融集团等分析师将MCHP目标价从98美元上调至109美元，这意味着上涨22.7%。每股收益为1.07美元，超出0.01美元，收入为1.65 B美元，同比增长近26%，难怪在过去90天内有21次上调，从而获得A-上调评级。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc325cd371e06ec406b8e454cf7c4670\" tg-width=\"640\" tg-height=\"183\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> As we look to the EV sector capitalizing on the use of semiconductors and investors wanting to know more about stocks in this space, let us discuss Ford (F), who recently partnered with GlobalFoundries (GFS), a multinational semiconductor manufacturing and design company to address the semiconductor shortage, thus positioning themselves as the next prominent EV manufacturer to rival Tesla and Apple in the space.</p><p><blockquote>当我们期待电动汽车行业利用半导体的使用以及投资者想要更多地了解该领域的股票时，让我们讨论一下福特(F)，福特最近与跨国半导体制造和设计公司GlobalFoundries(GFS)合作解决半导体短缺问题，从而将自己定位为下一个在该领域与特斯拉和苹果竞争的著名电动汽车制造商。</blockquote></p><p> <i><b>YTD F, AAPL, TSLA PRICE RETURN COMPARISON</b></i></p><p><blockquote><i><b>年初至今F、AAPL、TSLA价格回报比较</b></i></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2175c40e8df25d2f22ed2e219327137\" tg-width=\"640\" tg-height=\"230\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p></p><p> Ford has been a differentiator since the invention of the automobile. Ford’s partnering with semiconductor company GlobalFoundries clarifies that it wants to lead the industry and evolve by all means necessary, striking deals with companies to source materials and the parts required to avoid supply chain disruptions. \"Semiconductor is going to become the defining line for differentiation in the automotive experience. I believe you're seeing automotive companies want to become what I would call more silicon aware. And that's exactly what Ford is doing in their MOU they signed with G.F. They want to first make sure that they understand the supply-demand dynamics… to make sure they influence the technology road maps for foundries so that the features that we create align with their needs,\"Tom Caulfield GFS CEO, Q3 2021 Earnings Call. So how does Ford compare to its E.V. rivals, Tesla and Apple, in the electric car race?</p><p><blockquote>自汽车发明以来，福特一直是一个与众不同的公司。福特与半导体公司GlobalFoundries的合作表明，它希望通过一切必要手段引领行业并发展，与公司达成协议，采购避免供应链中断所需的材料和零件。“半导体将成为汽车体验差异化的定义线。我相信你会看到汽车公司希望成为我所说的看涨期权更加了解硅。这正是福特在与福特签署的谅解备忘录中所做的事情G.F.他们首先要确保他们了解供需动态……以确保他们影响代工厂的技术路线图，以便我们创建的功能符合他们的需求，”Tom Caulfield GFS首席执行官，2021年第三季度收益看涨期权。那么福特与其电动汽车相比如何呢？电动汽车竞赛中的竞争对手特斯拉和苹果？</blockquote></p><p> <b>Ford Valuation vs. Tesla and Apple</b></p><p><blockquote><b>福特估值与特斯拉和苹果</b></blockquote></p><p> Ford is undervalued with an overall valuation grade of C, forward P/E trading -25.82%, and the sector at 14.55X. The forward PEG ratio has an A+ grade, trading nearly 82% below the sector. When we compare Ford, Apple, and Tesla on Valuation, TSLA and AAPL receive an overall F Grade.</p><p><blockquote>福特被低估，整体估值等级为C，远期市盈率交易为-25.82%，该行业为14.55倍。远期PEG比率为A+级，比该行业低近82%。当我们比较福特、苹果和特斯拉的估值时，特斯拉和苹果公司的总体评级为F级。</blockquote></p><p> Compared to Tesla and Apple with F Valuation Grades, both look unattractive on a PEG basis (P/E Ratio divided by EPS long-term growth). Tesla PEG of 3.52X is 263.70% above the sector, and Apple PEG of 2.81X, 70.78% above the sector.</p><p><blockquote>与估值等级为F的特斯拉和苹果相比，两者在PEG基础上（市盈率除以每股收益长期增长）看起来都没有吸引力。特斯拉PEG为3.52倍，比该行业高出263.70%，苹果PEG为2.81倍，比该行业高出70.78%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54c31cedfc851a3fb1072546e0b5c879\" tg-width=\"640\" tg-height=\"440\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> Seeking Alpha’s Valuation Grade provides a unique view of how much a company is worth relative to other stocks in the same sector. Thanks to dozens of underlying metrics, the grades provide an instant characterization of the strength or weakness of the metric compared to similar stocks. Ford looks attractive on a 0.17X PEG basis and is not overvalued compared to the sector, with a median PEG of 0.97X.</p><p><blockquote>Seeking Alpha的估值等级提供了一家公司相对于同一行业其他股票的价值的独特视角。得益于数十个基础指标，这些评级可以即时表征该指标与类似股票相比的优势或劣势。福特在0.17倍PEG的基础上看起来很有吸引力，与该行业相比并没有被高估，PEG中位数为0.97倍。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbb961e840c6250e27933fd611faefc6\" tg-width=\"640\" tg-height=\"244\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> While a C grade is not ideal, Ford still looks attractive. As a pioneer in its industry, it should fare well in the EV space. According to Aswath Damodaran,Professor of Finance at the Stern School of Business at N.Y. University, the Automotive and Truck sector is sitting pretty, with a current P/E of 164.37 based upon January 2021 data and expected growth of 18.8% over the next five years with a PEG ratio of 8.87.</p><p><blockquote>虽然C级并不理想，但福特看起来仍然很有吸引力。作为行业先驱，它应该在电动汽车领域表现良好。纽约大学斯特恩商学院金融学教授Aswath Damodaran表示，汽车和卡车行业状况良好，根据2021年1月的数据，目前市盈率为164.37，预计未来五年增长18.8%PEG比率为8.87。</blockquote></p><p> Apple's announcement of a fully autonomous vehicle has turned heads, especially given its wide range of technology and persistent delays to the project.Apple Car Project&nbsp;is being led by Ai and machine learning Chief John Giannandrea. \"We're focusing on autonomous systems. It's a core technology that we view as very important. We sort of see it as the mother of all AI projects. It's probably one of the most difficult AI projects actually to work on\" said,Apple CEO Tim Cook. Whereas Tesla and Ford have a leg up with emphasis in the automotive industry, as&nbsp;John Engel emphasizes in his Seeking Alpha article, \"Ultimately, I see little about the automotive sector – EV or otherwise – that would make it a natural fit for Apple. While I suspect the development of the Apple Car over the next few years will act as a positive catalyst for Apple's stock, it will end up being more of a liability than an asset.\" Let's compare each of their growth and profitability grades.</p><p><blockquote>苹果宣布推出全自动驾驶汽车引起了人们的关注，特别是考虑到其广泛的技术和该项目的持续延迟。Apple Car项目由人工智能和机器学习主管John Giannandrea领导。苹果首席执行官Tim Cook表示：“我们专注于自主系统。这是一项我们认为非常重要的核心技术。我们认为它是所有人工智能项目之母。这可能是实际上最难处理的人工智能项目之一。”尽管特斯拉和福特在汽车行业占据优势，但正如John Engel在他的Seeking Alpha文章中强调的那样，“最终，我认为汽车行业（电动汽车或其他行业）很少会使其自然适合苹果。虽然我怀疑未来几年苹果汽车的开发将对苹果的股票起到积极的催化剂作用，但它最终将更多地成为负债而不是资产。”让我们比较一下它们的增长和盈利能力等级。</blockquote></p><p> <b>Ford Growth and Profitability vs. Tesla and Apple</b></p><p><blockquote><b>福特增长和盈利能力与特斯拉和苹果的比较</b></blockquote></p><p> With plans to build over 600,000 EV's annually by 2025 and Ford CEO Jim Farley pushing for 40% of its vehicles to be battery powered by 2030, its transition to electric cars is proving to be successful. Led by its fully-electric Mustang Mach-EFord, Ford set a new September record with EV sales surging 92% from the previous year to 9,150. Adding insult to injury, Doug Field,\"One of the top product leaders from Apple, Tesla and Segway,\"left Apple after aiding in the launch of its electric vehicle, poached by Ford as their new Chief Advanced Technology Officer. Online speculation indicates that this move may be the final nail in the Apple EV coffin. While it's all speculation, as we compare the three EV makers, it's clear why we believe Ford will prove the victor and the EV stock to watch.</p><p><blockquote>福特计划到2025年每年生产超过60万辆电动汽车，福特首席执行官吉姆·法利(Jim Farley)推动到2030年40%的汽车采用电池驱动，事实证明，其向电动汽车的转型是成功的。在全电动野马Mach-EFord的带领下，福特在9月份创下了新纪录，电动汽车销量同比飙升92%，达到9,150辆。雪上加霜的是，“苹果、特斯拉和赛格威的顶级产品领导者之一”道格·菲尔德(Doug Field)在帮助推出电动汽车后离开了苹果，并被福特挖走，担任福特新任首席先进技术官。网上猜测，此举可能是苹果电动汽车棺材上的最后一颗钉子。虽然这都是猜测，但当我们比较这三家电动汽车制造商时，很明显为什么我们相信福特将成为胜利者和值得关注的电动汽车股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eec2355246ce651d0fb1df4614fcf9e5\" tg-width=\"640\" tg-height=\"255\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p></p><p> Ford has delivered a stock price increase of more than 62% over the last five years and an increase of more than 132% YTD, bringing both A- Growth and A+ Profitability Factor Grades. With a Very Bullish rating and continually evolving in the changing landscape of electric vehicles, Ford is set to continue delivering results in the vehicle sector. Ford is built tough and has been resilient despite chip shortages and the effects brought on by the pandemic. Ford continues to introduce new vehicles and will launch an all-electric&nbsp;F-150 Lightning&nbsp;in 2022 that possesses a maximum towing capacity of 10,000 pounds and a range of up to 300 miles. According to the CEO, there's a massive demand for this truck with 200,000 reservations.</p><p><blockquote>福特股价在过去五年中上涨了62%以上，年初至今上涨了132%以上，带来了A增长和A+盈利系数评级。凭借非常乐观的评级并在不断变化的电动汽车格局中不断发展，福特将继续在汽车领域取得成果。尽管芯片短缺和大流行带来的影响，福特仍然坚韧，并且具有弹性。福特继续推出新车，并将于2022年推出全电动F-150 Lightning，最大牵引能力为10,000磅，续航里程可达300英里。据首席执行官称，这款卡车的需求量很大，已有20万份预订。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45b7946a5aed4f7f01a00c1ef0635628\" tg-width=\"640\" tg-height=\"254\" width=\"100%\" height=\"auto\"><span>Image Source: 2022 Ford® F-150 Lightning Electric Truck |All Electric and All F-150</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：2022款福特®F-150闪电电动卡车|全电动和全F-150</span></p></blockquote></p><p> The American-made F-150 Lightning and its next-generation full-size electric pickup are developing in high volumes at its new facility in Blue Oval City, Tennessee. The numbers don't lie, and despite a semiconductor shortage, there's no shortage of buyers seeking Ford vehicles. The momentum is sure to continue, especially as Ford manages its partnership with GlobalFoundries and continues to make strides to outpace Tesla and Apple.</p><p><blockquote>美国制造的F-150 Lightning及其下一代全尺寸电动皮卡正在田纳西州蓝椭圆城的新工厂大批量开发。这些数字不会说谎，尽管半导体短缺，但不乏寻求福特汽车的买家。这一势头肯定会持续下去，特别是在福特管理与GlobalFoundries的合作伙伴关系并继续大步超越特斯拉和苹果的情况下。</blockquote></p><p> While we continue to see vehicles generated by Ford, we have yet to see the release of an actual Apple EV. Tesla, on the other hand, the pioneer of the electric vehicle, continues to showcase why their cutting-edge battery technology is rated the best car in its class. It's no secret that Tesla continues to build cars for more and more people, making products accessible and affordable while also bridging the gap towards clean transport and renewable energy.</p><p><blockquote>虽然我们继续看到福特生产的汽车，但我们还没有看到真正的苹果电动汽车的发布。另一方面，电动汽车的先驱特斯拉继续展示为什么他们的尖端电池技术被评为同类汽车中最好的。众所周知，特斯拉继续为越来越多的人制造汽车，使产品变得容易获得和负担得起，同时也弥合了清洁交通和可再生能源的差距。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85b3fbd9b4798b8e89ef154b6eb78098\" tg-width=\"640\" tg-height=\"339\" width=\"100%\" height=\"auto\"><span>Image Source: Model S</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：Model S</span></p></blockquote></p><p> We feel Ford's biggest contender in the EV space is Tesla, and&nbsp;Ford also contends that it will be the No. 2 EV producer in two years. Following a Ford EPS of $0.51 beats by $0.24 and 19 FY1 Up Revisions in the last 90 days, it's no wonder Ford is neck-to-neck with its competitors on Profitability with A+ ratings. Ford's continued strength indicates why&nbsp;Jim Farley, Ford CEO during the Q3 Earnings Call, said, \"We're moving aggressively to lead the electric vehicle revolution, substantially expanding our battery production as we speak today in the U.S. In fact, we already announced plans that will give us enough battery production to meet our mid-decade goal of 141 gigawatts, which is enough to build more than 1 million battery electric vehicles a year, and I think we'll need more.\"</p><p><blockquote>我们认为福特在电动汽车领域最大的竞争者是特斯拉，福特还声称它将在两年内成为第二大电动汽车生产商。福特每股收益为0.51美元，超过预期每股收益为0.24美元，并且在过去90天内对2011财年进行了19次上调，难怪福特在盈利能力方面与竞争对手并驾齐驱，评级为A+。福特的持续强劲表明了福特首席执行官吉姆·法利(Jim Farley)在第三季度财报看涨期权上表示：“正如我们今天在美国发表讲话时，我们正在积极引领电动汽车革命，大幅扩大我们的电池产量。事实上，我们已经宣布了计划，这些计划将为我们提供足够的电池产量来实现我们的十年中期141吉瓦的目标，这足以每年生产超过100万辆纯电动汽车，而且我认为我们还需要更多。”</blockquote></p><p> <i><b>FORD EARNINGS AND REVISIONS</b></i></p><p><blockquote><i><b>福特收益和修正</b></i></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1077c0c6a7d52a3c5c3a553c5c5ac32\" tg-width=\"640\" tg-height=\"369\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> <b>Ford, Tesla, and Apple Momentum</b></p><p><blockquote><b>福特、特斯拉和苹果的势头</b></blockquote></p><p> Each of the stocks, Ford, Tesla, and Apple continue to put their money where they believe there is an upside. Momentum is a successful trading strategy in which investors buy rising stocks and sell as they're retreating, and it is a vital factor for predicting stock price performance for those wanting to hold long term.</p><p><blockquote>福特、特斯拉和苹果继续将资金投入到他们认为有上涨空间的地方。动量是一种成功的交易策略，投资者买入上涨的股票，并在下跌时卖出，对于那些想要长期持有的人来说，它是预测股价表现的重要因素。</blockquote></p><p> Investor confidence remains high in the EV space, with each stock exhibiting A or better Momentum Grades. Year-to-date, Ford has remained up 57.27% over the previous three months while the sector is down nearly 5%. Tesla is up 30% and Apple more than 17%.</p><p><blockquote>投资者对电动汽车领域的信心仍然很高，每只股票都表现出A或更好的动量评级。今年迄今为止，福特在前三个月仍上涨了57.27%，而该行业则下跌了近5%。特斯拉上涨30%，苹果上涨超过17%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34c9ba651be822d98ff1d10c0ee70b3a\" tg-width=\"640\" tg-height=\"206\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5548abc16267f2b83467c1e652937cdd\" tg-width=\"640\" tg-height=\"202\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f87dd913db38101b4d1f4b255ee4d28c\" tg-width=\"640\" tg-height=\"207\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：寻求Alpha Premium</span></p></blockquote></p><p> <b>Conclusion: Ford</b><b><i>Is</i></b><b>Built Tough and an EV Stock To Watch</b></p><p><blockquote><b>结论：福特</b><b><i>是</i></b><b>坚固且值得关注的电动汽车股票</b></blockquote></p><p></p><p> Electric Vehicle stocks can make a great return on investment, especially if you can identify those with fair valuations, excellent fundamentals and capitalize on their growth and momentum. In addition, sectors linked to EVs like semiconductors can also be great stock picks. In the current environment, where each of these stock picks offers a good balance of growth and value, it's a great play to diversify your portfolio and ride the EV and semiconductor wave. With the better valuation and continued advancements and momentum, we believe that Ford is the most opportune of the EV stock picks, but it's up to you to decide for yourself.</p><p><blockquote>电动汽车股票可以获得巨大的投资回报，特别是如果您能够识别那些估值合理、基本面良好并利用其增长和势头的股票。此外，半导体等与电动汽车相关的行业也是不错的选股选择。在当前的环境下，这些股票选择中的每一只都提供了增长和价值的良好平衡，这是实现投资组合多元化并驾驭电动汽车和半导体浪潮的绝佳选择。凭借更好的估值以及持续的进步和势头，我们相信福特是最合适的电动汽车股票选择，但这取决于您自己决定。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4475255-the-next-top-electric-vehicle-stock-look-out-tesla-and-apple\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","F":"福特汽车","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4475255-the-next-top-electric-vehicle-stock-look-out-tesla-and-apple","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162833574","content_text":"Summary\n\nSemiconductor stocks stand to gain from the global chip shortages. ON Semi, Qualcomm and Microchip Technology are EV semiconductor stocks to watch.\nThe auto sector took a beating during the pandemic but is rebounding. Some EV stocks look attractive given the political environment, rising gas prices, and expansion of charging stations.\nIn 2022, US auto sales are expected to increase to $16M from $15M. Top automaker Ford wants all-in on electric and is addressing the chip shortage their way.\nCompared to its EV rivals Tesla and Apple, Ford offers solid fundamentals, a reasonable valuation framework, excellent Quant Factor grades, upward earnings revisions, and incredible stock momentum.\n\nBill Pugliano/Getty Images News\nAutomobiles and Semiconductor Chip Shortage\nOver the last several years, the rapid growth of Electric Vehicles (EV) has been nothing short of astonishing. As Brendan Ahern said in his article,The Unstoppable EV Ecosystem And How To Invest, \"The past two years have seen tremendous excitement in the global electric vehicles (EVs) industry as new companies listed shares, Tesla (TSLA) was added to the S&P 500, global governments stepped up electrification commitments, and electric vehicle sales soared, especially in China and the EU.\" This overview sums up the progress of EVs in the auto sector.\nOur Top Automotive pick, Ford (F), is up 132% YTD and is in an enviable position on fundamentals at this time compared to Tesla, up 37% YTD. And despite Apple's (AAPL) accelerating plans for an autonomous vehicle, which they have deemed their mother of all Ai projects, so far, they are all talk with no viable EV product offering. Apple’s entry into the autonomous vehicle space is a topic of speculation. Notably, there is more than one way to invest in the EV revolution. It comes down to \"what’s inside?\"\nCars are like the new mainframe computers. A new car can have more than two thousand chips, blowing away a smartphone with perhaps four chips. Semiconductors play a significant role in today's automotive sector, especially EVs, which is why we find their stocks attractive. ON Semi (ON), Qualcomm (QCOM), and Microchip Technology (MCHP) are some of the best suppliers for the automotive sector. Supply chain constraints and Asian factory shutdowns have drastically impacted automotive sales. Despite the supply shortage, there's been high demand, and we've seen the cost of semiconductor shortages balloon above 90%, according to a Bloomberg News Article.\nWith a record 21 weeks to fill chip orders,Dan Hearsch, Managing Director of AlixPartners Automotive and Industrial Practice said, \"It certainly feels like the most protracted supply shortage the industry has seen because it's not over.\" Despite the lack of semiconductors, automotive prices continue to climb, reaching records in the U.S. over $42,000 per vehicle, making chip manufacturers like ON Semi, Qualcomm, and Microchip Technology Incorporated Very Bullish buys, especially given their demand in EVs.\nON Semiconductor Corporation\nON Semiconductor is a stock I recently wrote about in an article called Top 5 Tech Stocks For 2022. A Fortune 1000 Company, ON Semi is a semiconductor and leading power management provider that uses signal and custom device technologies for communications, automotive, computing, and other uses. EV advancements allow for increased use of semiconductors in-vehicle platforms' electronics content, improving occupant safety through imaging and sensor function technology; sensor functions by way of algorithms enable vehicles to take immediate action to avoid accidents. This electrification is also used in the powertrain and vehicle auxiliary systems, with semiconductor technology at the forefront.\nThe Seeking Alpha News Team recently reported ON Semi as a top pick at Citigroup. Citigroup analyst Christopher Danely said, \"With January's earnings season on the horizon, now is a prime time for investors to buy semiconductor stocks as chip-sector shortages don't appear to be getting better any time soon...Danelynotes that business conditions for the semiconductor industry have not been this strong since 1999 and 2000 and that \"many\" companies are booked solid with orders through 2022.\"\nON carries a C+ Valuation Grade, remaining attractive relative to its sector by more than 7.29%, at a Forward P/E of 22.43x. Additionally, ON's growth, profitability, and momentum metrics are attractive.\nSource: Seeking Alpha Premium\nMomentum is a strong A+ Grade for ON Semiconductor, as they continue to have stellar price returns, with a price-performance return over 10 years exceeding 700%. Diving into ON’s growth grades, the company has a strong year-over-year EBITDA Growth grade of A- at 134.70% above the sector, and EPS FWD Long Term grade of A+, 208% above the sector. As we continue to dive into semiconductors important to vehicle automation, there is another name in the chip industry helping increase the trend towards EVs.\nQualcomm\nQCOM gets a significant portion of its revenue from products aimed at the automotive sector. QCOM is already the world's biggest supplier of mobile phone chips, a wireless technology innovator, and 5G driver. The company has announced it will continue to expand into next-generation self-driving vehicles. SA news just reported Qualcomm could rally 25% higher in the next six months, according to Cerity Partners' Jim Lebenthal. Qualcomm, who already works with firms like Microsoft (MSFT) and Meta Platforms (FB), wants to grab hold of the EV market share, which is significantly higher than the phone chip industry, according to Cristiano Amon, QCOM President and CEO. In a November Press Release, Amon said, \"Our announcement with BMW today is the onset of a new era in automotive where two technology leaders have come together to design and develop…the next-generation automobile…we see an incredible number of changes in the industry that are driving things and putting Qualcomm at the intersection of demand for virtually every industry.\"\nWhen looking at QCOM's Factor Grades below, it's clear why we believe they are on solid footing.\nSource: Seeking Alpha Premium\nQCOM comes at a reasonable valuation, trading nearly 30% below its sector with a forward P/E of 17.27+; Forward PEG is almost 63% below the sector. The stock has strong growth, excellent profitability metrics, and many analysts increasing their earnings estimates. As fellow Seeking Alpha author Valuentum writes, \"Qualcomm's growth trajectory is supported by its push into the automotive arena and the IoT trend, which are expected to grow its total addressable market opportunity over the next decade.\"\nSource: Seeking Alpha Premium\nIn addition to its strong profitability, QCOM is one of the best dividend-paying technology stocks. QCOM has a Dividend Growth Grade of A+. Because the trend and rise in popularity of electric vehicles is not the only way to make money, we are emphasizing another top semiconductor leading the wave of rising EVs, Microchip Technology Incorporated (MCHP).\nMicrochip Technology Incorporated\nAnother top EV chip-maker is MCHP, whose chips are used in wireless apps and devices for power management. MCHP’s chips specifically designed for electric vehicles is the artificial intelligence used to centralize computing and navigation and the powertrains and charging systems. Rated Very Bullish, out of 557 of our Top Tech Stocks, MCHP is ranked in the top 10% of this screener and continues to be on an upward trajectory, as evidenced by its B+ Momentum Grade.\nSource: Seeking Alpha Premium\nFollowing recent Q2 Earnings results,Jefferies Financial Group, among other analysts, has increased their MCHP price target of $98 to $109, which implies a 22.7% upside. With an EPS of $1.07 that beat by $0.01 and Revenue of $1.65B beating nearly 26% YoY, it’s no wonder there are 21 FY1 Up Revisions in the last 90 days, prompting an A- Revisions Grade.\nSource: Seeking Alpha Premium\nAs we look to the EV sector capitalizing on the use of semiconductors and investors wanting to know more about stocks in this space, let us discuss Ford (F), who recently partnered with GlobalFoundries (GFS), a multinational semiconductor manufacturing and design company to address the semiconductor shortage, thus positioning themselves as the next prominent EV manufacturer to rival Tesla and Apple in the space.\nYTD F, AAPL, TSLA PRICE RETURN COMPARISON\nSource: Seeking Alpha Premium\nFord\nFord has been a differentiator since the invention of the automobile. Ford’s partnering with semiconductor company GlobalFoundries clarifies that it wants to lead the industry and evolve by all means necessary, striking deals with companies to source materials and the parts required to avoid supply chain disruptions. \"Semiconductor is going to become the defining line for differentiation in the automotive experience. I believe you're seeing automotive companies want to become what I would call more silicon aware. And that's exactly what Ford is doing in their MOU they signed with G.F. They want to first make sure that they understand the supply-demand dynamics… to make sure they influence the technology road maps for foundries so that the features that we create align with their needs,\"Tom Caulfield GFS CEO, Q3 2021 Earnings Call. So how does Ford compare to its E.V. rivals, Tesla and Apple, in the electric car race?\nFord Valuation vs. Tesla and Apple\nFord is undervalued with an overall valuation grade of C, forward P/E trading -25.82%, and the sector at 14.55X. The forward PEG ratio has an A+ grade, trading nearly 82% below the sector. When we compare Ford, Apple, and Tesla on Valuation, TSLA and AAPL receive an overall F Grade.\nCompared to Tesla and Apple with F Valuation Grades, both look unattractive on a PEG basis (P/E Ratio divided by EPS long-term growth). Tesla PEG of 3.52X is 263.70% above the sector, and Apple PEG of 2.81X, 70.78% above the sector.\nSource: Seeking Alpha Premium\nSeeking Alpha’s Valuation Grade provides a unique view of how much a company is worth relative to other stocks in the same sector. Thanks to dozens of underlying metrics, the grades provide an instant characterization of the strength or weakness of the metric compared to similar stocks. Ford looks attractive on a 0.17X PEG basis and is not overvalued compared to the sector, with a median PEG of 0.97X.\nSource: Seeking Alpha Premium\nWhile a C grade is not ideal, Ford still looks attractive. As a pioneer in its industry, it should fare well in the EV space. According to Aswath Damodaran,Professor of Finance at the Stern School of Business at N.Y. University, the Automotive and Truck sector is sitting pretty, with a current P/E of 164.37 based upon January 2021 data and expected growth of 18.8% over the next five years with a PEG ratio of 8.87.\nApple's announcement of a fully autonomous vehicle has turned heads, especially given its wide range of technology and persistent delays to the project.Apple Car Project is being led by Ai and machine learning Chief John Giannandrea. \"We're focusing on autonomous systems. It's a core technology that we view as very important. We sort of see it as the mother of all AI projects. It's probably one of the most difficult AI projects actually to work on\" said,Apple CEO Tim Cook. Whereas Tesla and Ford have a leg up with emphasis in the automotive industry, as John Engel emphasizes in his Seeking Alpha article, \"Ultimately, I see little about the automotive sector – EV or otherwise – that would make it a natural fit for Apple. While I suspect the development of the Apple Car over the next few years will act as a positive catalyst for Apple's stock, it will end up being more of a liability than an asset.\" Let's compare each of their growth and profitability grades.\nFord Growth and Profitability vs. Tesla and Apple\nWith plans to build over 600,000 EV's annually by 2025 and Ford CEO Jim Farley pushing for 40% of its vehicles to be battery powered by 2030, its transition to electric cars is proving to be successful. Led by its fully-electric Mustang Mach-EFord, Ford set a new September record with EV sales surging 92% from the previous year to 9,150. Adding insult to injury, Doug Field,\"One of the top product leaders from Apple, Tesla and Segway,\"left Apple after aiding in the launch of its electric vehicle, poached by Ford as their new Chief Advanced Technology Officer. Online speculation indicates that this move may be the final nail in the Apple EV coffin. While it's all speculation, as we compare the three EV makers, it's clear why we believe Ford will prove the victor and the EV stock to watch.\nSource: Seeking Alpha Premium\nFord has delivered a stock price increase of more than 62% over the last five years and an increase of more than 132% YTD, bringing both A- Growth and A+ Profitability Factor Grades. With a Very Bullish rating and continually evolving in the changing landscape of electric vehicles, Ford is set to continue delivering results in the vehicle sector. Ford is built tough and has been resilient despite chip shortages and the effects brought on by the pandemic. Ford continues to introduce new vehicles and will launch an all-electric F-150 Lightning in 2022 that possesses a maximum towing capacity of 10,000 pounds and a range of up to 300 miles. According to the CEO, there's a massive demand for this truck with 200,000 reservations.\nImage Source: 2022 Ford® F-150 Lightning Electric Truck |All Electric and All F-150\nThe American-made F-150 Lightning and its next-generation full-size electric pickup are developing in high volumes at its new facility in Blue Oval City, Tennessee. The numbers don't lie, and despite a semiconductor shortage, there's no shortage of buyers seeking Ford vehicles. The momentum is sure to continue, especially as Ford manages its partnership with GlobalFoundries and continues to make strides to outpace Tesla and Apple.\nWhile we continue to see vehicles generated by Ford, we have yet to see the release of an actual Apple EV. Tesla, on the other hand, the pioneer of the electric vehicle, continues to showcase why their cutting-edge battery technology is rated the best car in its class. It's no secret that Tesla continues to build cars for more and more people, making products accessible and affordable while also bridging the gap towards clean transport and renewable energy.\nImage Source: Model S\nWe feel Ford's biggest contender in the EV space is Tesla, and Ford also contends that it will be the No. 2 EV producer in two years. Following a Ford EPS of $0.51 beats by $0.24 and 19 FY1 Up Revisions in the last 90 days, it's no wonder Ford is neck-to-neck with its competitors on Profitability with A+ ratings. Ford's continued strength indicates why Jim Farley, Ford CEO during the Q3 Earnings Call, said, \"We're moving aggressively to lead the electric vehicle revolution, substantially expanding our battery production as we speak today in the U.S. In fact, we already announced plans that will give us enough battery production to meet our mid-decade goal of 141 gigawatts, which is enough to build more than 1 million battery electric vehicles a year, and I think we'll need more.\"\nFORD EARNINGS AND REVISIONS\nSource: Seeking Alpha Premium\nFord, Tesla, and Apple Momentum\nEach of the stocks, Ford, Tesla, and Apple continue to put their money where they believe there is an upside. Momentum is a successful trading strategy in which investors buy rising stocks and sell as they're retreating, and it is a vital factor for predicting stock price performance for those wanting to hold long term.\nInvestor confidence remains high in the EV space, with each stock exhibiting A or better Momentum Grades. Year-to-date, Ford has remained up 57.27% over the previous three months while the sector is down nearly 5%. Tesla is up 30% and Apple more than 17%.\nSource: Seeking Alpha Premium\nSource: Seeking Alpha Premium\nSource: Seeking Alpha Premium\nConclusion: FordIsBuilt Tough and an EV Stock To Watch\nElectric Vehicle stocks can make a great return on investment, especially if you can identify those with fair valuations, excellent fundamentals and capitalize on their growth and momentum. In addition, sectors linked to EVs like semiconductors can also be great stock picks. In the current environment, where each of these stock picks offers a good balance of growth and value, it's a great play to diversify your portfolio and ride the EV and semiconductor wave. With the better valuation and continued advancements and momentum, we believe that Ford is the most opportune of the EV stock picks, but it's up to you to decide for yourself.","news_type":1,"symbols_score_info":{"AAPL":0.9,"TSLA":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":4008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607200148,"gmtCreate":1639538908058,"gmtModify":1639538908382,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607200148","repostId":"2191995516","repostType":4,"isVote":1,"tweetType":1,"viewCount":3251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604473547,"gmtCreate":1639442355330,"gmtModify":1639442355659,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Breezy","listText":"Breezy","text":"Breezy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604473547","repostId":"2191811539","repostType":4,"isVote":1,"tweetType":1,"viewCount":3142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604524086,"gmtCreate":1639417820237,"gmtModify":1639417820559,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Whoa","listText":"Whoa","text":"Whoa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604524086","repostId":"1125628300","repostType":4,"repost":{"id":"1125628300","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":1639408702,"share":"https://www.laohu8.com/m/news/1125628300?lang=zh_CN&edition=full","pubTime":"2021-12-13 23:18","market":"us","language":"en","title":"EV stocks slid in morning trading, with Tesla falling over 4%,and Li,General motors,Ford falling around 3%<blockquote>电动汽车股早盘下滑，特斯拉跌超4%，Li、通用、福特跌3%左右</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125628300","media":"Tiger Newspress","summary":"EV stocks slid in morning trading, with Tesla falling over 4%,and Li,General motors,Ford falling aro","content":"<p>EV stocks slid in morning trading, with Tesla falling over 4%,and Li,General motors,Ford falling around 3%.<img src=\"https://static.tigerbbs.com/339c507942577109dbbbb0437dd2eb2d\" tg-width=\"537\" tg-height=\"197\" width=\"100%\" height=\"auto\"></p><p><blockquote>电动汽车股早盘下跌，特斯拉跌超4%，Li、通用、福特跌约3%。</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>EV stocks slid in morning trading, with Tesla falling over 4%,and Li,General motors,Ford falling around 3%<blockquote>电动汽车股早盘下滑，特斯拉跌超4%，Li、通用、福特跌3%左右</blockquote></title>\n<style 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smaller\">2021-12-13 23:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks slid in morning trading, with Tesla falling over 4%,and Li,General motors,Ford falling around 3%.<img src=\"https://static.tigerbbs.com/339c507942577109dbbbb0437dd2eb2d\" tg-width=\"537\" tg-height=\"197\" width=\"100%\" height=\"auto\"></p><p><blockquote>电动汽车股早盘下跌，特斯拉跌超4%，Li、通用、福特跌约3%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","F":"福特汽车","GM":"通用汽车","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125628300","content_text":"EV stocks slid in morning trading, with Tesla falling over 4%,and Li,General motors,Ford falling around 3%.","news_type":1,"symbols_score_info":{"LI":0.9,"GM":0.9,"F":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":4092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604936485,"gmtCreate":1639302512696,"gmtModify":1639302513036,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604936485","repostId":"2190992671","repostType":4,"isVote":1,"tweetType":1,"viewCount":3694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605248223,"gmtCreate":1639184671793,"gmtModify":1639184672118,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Whoa","listText":"Whoa","text":"Whoa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605248223","repostId":"2190620000","repostType":2,"isVote":1,"tweetType":1,"viewCount":3459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605062530,"gmtCreate":1639094435000,"gmtModify":1639094435268,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Whoa","listText":"Whoa","text":"Whoa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605062530","repostId":"1154976653","repostType":4,"isVote":1,"tweetType":1,"viewCount":3048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605062646,"gmtCreate":1639094400423,"gmtModify":1639094400423,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Whoa","listText":"Whoa","text":"Whoa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605062646","repostId":"1154976653","repostType":4,"isVote":1,"tweetType":1,"viewCount":3347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602604395,"gmtCreate":1639011680317,"gmtModify":1639011680607,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Buy 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stocks dropped in morning trading.Tesla,Rivian,Xpeng Motors,Li Auto,Lucid,Fisker,Nikola and Faraday Future fell between 1% and 5%.NIO shares rose slightly.</p><p><blockquote>电动汽车股早盘下跌。特斯拉、Rivian、小鹏汽车、理想汽车、Lucid、菲斯克、尼古拉和法拉第未来跌幅在1%至5%之间。蔚来股价小幅上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d7f8f57ef57d2c11cb4d8fd5faec09fa\" tg-width=\"404\" tg-height=\"719\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks dropped in morning trading<blockquote>电动汽车股早盘下跌</blockquote></title>\n<style 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dropped in morning trading.Tesla,Rivian,Xpeng Motors,Li Auto,Lucid,Fisker,Nikola and Faraday Future fell between 1% and 5%.NIO shares rose slightly.</p><p><blockquote>电动汽车股早盘下跌。特斯拉、Rivian、小鹏汽车、理想汽车、Lucid、菲斯克、尼古拉和法拉第未来跌幅在1%至5%之间。蔚来股价小幅上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d7f8f57ef57d2c11cb4d8fd5faec09fa\" tg-width=\"404\" tg-height=\"719\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","LI":"理想汽车","TSLA":"特斯拉","LCID":"Lucid Group Inc","NIO":"蔚来","WKHS":"Workhorse Group, Inc.","FSR":"菲斯克","RIVN":"Rivian Automotive, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199688505","content_text":"EV stocks dropped in morning trading.Tesla,Rivian,Xpeng Motors,Li Auto,Lucid,Fisker,Nikola and Faraday Future fell between 1% and 5%.NIO shares rose slightly.","news_type":1,"symbols_score_info":{"TSP":0.9,"LCID":0.9,"FSR":0.9,"TSLA":0.9,"NIO":0.9,"RIDE":0.9,"RIVN":0.9,"LI":0.9,"FFIE":0.9,"WKHS":0.9,"XPEV":0.9,"NKLA":0.9}},"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606439251,"gmtCreate":1638918303286,"gmtModify":1638918303542,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606439251","repostId":"1160989369","repostType":2,"repost":{"id":"1160989369","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":1638890853,"share":"https://www.laohu8.com/m/news/1160989369?lang=zh_CN&edition=full","pubTime":"2021-12-07 23:27","market":"us","language":"en","title":"Meme stocks jumped in morning trading<blockquote>模因股票早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160989369","media":"Tiger Newspress","summary":"Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisit","content":"<p>Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisition,Greenidge Generation,Senseonics,Newegg,AMC&nbsp;and&nbsp;GameStop&nbsp;climbed between 5% and 18%.</p><p><blockquote>Meme股票在早盘交易中上涨。Vinco Ventures、IronNet、Zomedica、Aterian、Digital World Acquisition、Greenidge Generation、Senseonics、Newegg、AMC和游戏驿站上涨5%至18%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c14f2bc9d526cf27d2ce20a66c8b481f\" tg-width=\"398\" tg-height=\"725\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d603202a0fc2cf4684ab0bc7c0441a79\" tg-width=\"403\" tg-height=\"428\" width=\"100%\" height=\"auto\"></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>Meme stocks jumped in morning trading<blockquote>模因股票早盘上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeme stocks jumped in morning trading<blockquote>模因股票早盘上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-07 23:27</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisition,Greenidge Generation,Senseonics,Newegg,AMC&nbsp;and&nbsp;GameStop&nbsp;climbed between 5% and 18%.</p><p><blockquote>Meme股票在早盘交易中上涨。Vinco Ventures、IronNet、Zomedica、Aterian、Digital World Acquisition、Greenidge Generation、Senseonics、Newegg、AMC和游戏驿站上涨5%至18%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c14f2bc9d526cf27d2ce20a66c8b481f\" tg-width=\"398\" tg-height=\"725\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d603202a0fc2cf4684ab0bc7c0441a79\" tg-width=\"403\" tg-height=\"428\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATER":"Aterian Inc.","BBBY":"Bed Bath & Beyond, Inc.","BBIG":"Vinco Ventures, Inc.","AMC":"AMC院线","GREE":"Greenidge Generation Holdings Inc.","OCGN":"Ocugen","CLOV":"Clover Health Corp","EXPR":"Express, Inc.","NEGG":"Newegg Comm Inc.","KOSS":"高斯电子","BB":"黑莓","GME":"游戏驿站","PHUN":"Phunware, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160989369","content_text":"Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisition,Greenidge Generation,Senseonics,Newegg,AMC and GameStop climbed between 5% and 18%.","news_type":1,"symbols_score_info":{"GME":0.9,"BB":0.9,"CLOV":0.9,"PHUN":0.9,"IRNT":0.9,"GREE":0.9,"NEGG":0.9,"DWAC":0.9,"MRIN":0.9,"ZOM":0.9,"ATER":0.9,"BBIG":0.9,"AMC":0.9,"BBBY":0.9,"KOSS":0.9,"OCGN":0.9,"EXPR":0.9}},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606534122,"gmtCreate":1638891360966,"gmtModify":1638891361236,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"The roller coaster ride is moving up","listText":"The roller coaster ride is moving up","text":"The roller coaster ride is moving up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606534122","repostId":"1194453529","repostType":2,"repost":{"id":"1194453529","kind":"news","pubTimestamp":1638876402,"share":"https://www.laohu8.com/m/news/1194453529?lang=zh_CN&edition=full","pubTime":"2021-12-07 19:26","market":"us","language":"en","title":"As EV Investors Take December Break, Dips in Lucid and Nio Have Appeal<blockquote>随着电动汽车投资者在12月休息，Lucid和蔚来的下跌具有吸引力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194453529","media":"InvestorPlace","summary":"Before SEC news, LCID stock was up 170% since May, making a correction seem reasonable","content":"<p><div> Even before the news broke on Monday that Lucid Group(NASDAQ:LCID) had received a subpoena from the SEC regarding its SPAC deal, it was clear that investors were using December to take a healthy break...</p><p><blockquote><div>甚至在周一Lucid Group（纳斯达克：LCID）收到SEC关于其SPAC交易的传票的消息传出之前，很明显投资者正在利用12月来休息一下...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/lucid-lcid-stock-vs-nio-which-is-the-better-stock-to-buy-on-the-dip/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/lucid-lcid-stock-vs-nio-which-is-the-better-stock-to-buy-on-the-dip/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>As EV Investors Take December Break, Dips in Lucid and Nio Have Appeal<blockquote>随着电动汽车投资者在12月休息，Lucid和蔚来的下跌具有吸引力</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\">\nAs EV Investors Take December Break, Dips in Lucid and Nio Have Appeal<blockquote>随着电动汽车投资者在12月休息，Lucid和蔚来的下跌具有吸引力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-07 19:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Even before the news broke on Monday that Lucid Group(NASDAQ:LCID) had received a subpoena from the SEC regarding its SPAC deal, it was clear that investors were using December to take a healthy break...</p><p><blockquote><div>甚至在周一Lucid Group（纳斯达克：LCID）收到SEC关于其SPAC交易的传票的消息传出之前，很明显投资者正在利用12月来休息一下...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/lucid-lcid-stock-vs-nio-which-is-the-better-stock-to-buy-on-the-dip/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/lucid-lcid-stock-vs-nio-which-is-the-better-stock-to-buy-on-the-dip/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/lucid-lcid-stock-vs-nio-which-is-the-better-stock-to-buy-on-the-dip/\">InvestorPlace</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":{"LCID":"Lucid Group Inc","NIO":"蔚来"},"source_url":"https://investorplace.com/2021/12/lucid-lcid-stock-vs-nio-which-is-the-better-stock-to-buy-on-the-dip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194453529","content_text":"Even before the news broke on Monday that Lucid Group(NASDAQ:LCID) had received a subpoena from the SEC regarding its SPAC deal, it was clear that investors were using December to take a healthy break from the electric vehicle space.\nClosing out last Friday, LCID stock was down 13.6% for the week and Chinese EV competitor Nio(NYSE:NIO) was down more than 20%. The Global X Autonomous and Electric Vehicles ETF(NASDAQ:DRIV) is lost 4.4% on the week.\nTo be sure, whatever concerns the market has about the SEC’s query should be taken seriously. But early Tuesday morning, pre-market trading shows LCID stock is regaining most of Monday’s 5.1% loss as indicators show markets opening in the green.\nThe question is whether you should consider buying either Lucid or Nio on the December EV dip? I’ll examine both businesses.\nLCID Stock Still Up This Past Month\nIn November, I suggested that Lucid was an excellent long-term speculative buy. It’s important to note the word “speculative.”\nWhile I don’t think there’s any question the Lucid Air is popular with buyers — it has more than 17,000 reservations for the Lucid Air, the 2022 MotorTrend Car of the Year — until it starts delivering those vehicles and ringing up the register, there is above-average risk inherent in owning LCID stock.\nThat said, it sits in an enviable position with strong pre-orders worth $1.7 billion, a factory in Arizona that can produce up to 34,000 vehicles a year, and $4.8 billion in cash on its balance sheet.\nWhat’s not to like? How about the supply chain issues affecting the entire world.\nToyota Motor(NYSE:TM) cut its November production worldwide by 15% due to chip shortages. That said, it still thinks it can reach its 2021 target of nine million vehicles, so all is not lost.\nCEO Peter Rawlinson mentioned the shortages in the Lucid’s Q3 2021 press release:\n“We see significant demand for the award-winning Lucid Air, with accelerating reservations as we ramp production at our factory in Arizona. We remain confident in our ability to achieve 20,000 units in 2022,” Rawlinson stated on Nov. 15.\n“This target is not without risk given ongoing challenges facing the automotive industry, with global disruptions to supply chains and logistics. We are taking steps to mitigate these challenges, however, and look forward to the launch of the Grand Touring, Touring, and Pure versions of Lucid Air through 2022.”\nI’m not sure if investors would be disappointed if, this time next year, Rawlinson confirmed that it was on target to produce 18,000 vehicles in 2022, 2,000 short of its stated goal. But, of course, 18,000 is still a big accomplishment.\nOver the past month (thru Dec. 3), LCID is up 25% and trading in the mid-$40s, which values its equity at $75 billion. With no sales or earnings to value it, I’d suggest that its price-to-book ratio of 17.9xis quite rich. You can buy Ford(NYSE:F) at 2.2x book despite its stock more than doubling year to date. However, you’d have to pay 40.3x book to own Tesla(NASDAQ:TSLA).\nIt’s all relative.\nNio’s Record Quarter\nNio stock is trading within 6% of its 52-week low of $30.71 and 52% below its one-year high of $66.99.\nIt’s hard to believe how far its share price has fallen. On Dec. 1, it reported November deliveries of 10,878 vehicles, 105.6% higher than last November, and the most delivered in a single month. Through 11 months, it has delivered 80,940 vehicles, 120.4% higher than the same period last year.\nWhat’s most impressive is the diversity of its delivery numbers: 2,683 ES8s (6-7 seater SUV), 4,713 ES6s (five-seater SUV), and 3,482 EC6s (five-seater coupe SUV), the company’s newest vehicle.\nWhen I last wrote about Nio at the end of October, I argued that the company had yet to shake its Chinese discount, a reality that many overseas companies face that are listed in North America.\n“Tesla is trading up almost $17, at 24.3x sales. Meanwhile, Nio is trading just below $40 at 14.6x sales. You would think that Nio, being at approximately the same stage as Tesla was in early 2019, would get a higher multiple for its sales,” I wrote on October 25.\nHowever, I ultimately concluded that the company’s sizeable operating loss was scaring away investors, not an aversion to Chinese companies.\nI’ve said it before, under $40, I think NIO is an excellent long-term buy. Of the two stocks, it’s the less speculative option.\nThe Bottom Line\nIf I could only own one stock, at this point, given how much further ahead Nio’s business is compared to Lucid, combined with the fact NIO stock has gotten hammered much more than LCID, I would lean toward the more established company.\nThat said, if you can afford both, I would buy both at this point, maybe dividing your purchase 60% Nio and 40% Lucid.","news_type":1,"symbols_score_info":{"NIO":0.9,"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608467020,"gmtCreate":1638781103732,"gmtModify":1638781148535,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608467020","repostId":"1133912696","repostType":2,"isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608686091,"gmtCreate":1638712668197,"gmtModify":1638712668380,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608686091","repostId":"2189557676","repostType":4,"isVote":1,"tweetType":1,"viewCount":1321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601657785,"gmtCreate":1638526050961,"gmtModify":1638526097414,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601657785","repostId":"1107458152","repostType":4,"repost":{"id":"1107458152","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":1638523650,"share":"https://www.laohu8.com/m/news/1107458152?lang=zh_CN&edition=full","pubTime":"2021-12-03 17:27","market":"us","language":"en","title":"Marvell Technology shares soared nearly 17% in premarket trading<blockquote>Marvell Technology股价在盘前交易中飙升近17%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107458152","media":"Tiger Newspress","summary":"Marvell Technology shares soared nearly 17% in premarket trading after the infrastructure chip maker","content":"<p>Marvell Technology shares soared nearly 17% in premarket trading&nbsp;after the infrastructure chip maker delivered investors a better-than-expected earnings report and outlook.</p><p><blockquote>在基础设施芯片制造商Marvell Technology向投资者提交了好于预期的收益报告和前景后，该公司股价在盘前交易中飙升近17%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5905edf1c3c73b46d615e23baf8cb366\" tg-width=\"853\" tg-height=\"622\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Marvell reported fiscal third-quarter non-GAAP net income of $364 million, or 43 cents a share. Revenue jumped 61% year-over-year to a record $1.21 billion. Wall Street’s consensus estimates called for adjusted earnings of 38 cents a share and revenue of $1.15 billion.</p><p><blockquote>Marvell公布第三财季非GAAP净利润为3.64亿美元，即每股收益43美分。收入同比增长61%，达到创纪录的12.1亿美元。华尔街的普遍预期是调整后每股收益为38美分，营收为11.5亿美元。</blockquote></p><p> CEO Matt Murphy said in the earnings release that revenue growth grew in each of Marvell’s five businesses, including 109% year-over-year growth in its data center business, which accounted for 41% of Marvell’s total revenue.</p><p><blockquote>首席执行官Matt Murphy在财报中表示，Marvell五项业务的营收均实现增长，其中数据中心业务同比增长109%，占Marvell总收入的41%。</blockquote></p><p> The company forecasts fiscal fourth-quarter non-GAAP earnings between 45 cents a share and 51 cents a share with revenue of $1.32 billion at the midpoint of its outlook range. Wall Street’s consenus estimates anticipated January quarter non-GAAP earnings of 42 cents a share and revenue of $1.21 billion.</p><p><blockquote>该公司预测第四财季非GAAP每股收益在45美分至51美分之间，营收为13.2亿美元，处于其展望范围的中点。华尔街的一致预期预计1月份季度非GAAP每股收益为42美分，营收为12.1亿美元。</blockquote></p><p> “For the fourth quarter, we are expecting sequential revenue growth of 9% at the midpoint of guidance, led by 5G, which is projected to increase by 30% sequentially and data center which is forecasted to continue to grow in the double digits on a percentage basis,” Murphy added.</p><p><blockquote>“对于第四季度，我们预计收入环比增长9%，处于指导中点，其中5G预计环比增长30%，数据中心预计将继续以两位数增长百分比计算，”墨菲补充道。</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>Marvell Technology shares soared nearly 17% in premarket trading<blockquote>Marvell Technology股价在盘前交易中飙升近17%</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\">\nMarvell Technology shares soared nearly 17% in premarket trading<blockquote>Marvell Technology股价在盘前交易中飙升近17%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-03 17:27</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Marvell Technology shares soared nearly 17% in premarket trading&nbsp;after the infrastructure chip maker delivered investors a better-than-expected earnings report and outlook.</p><p><blockquote>在基础设施芯片制造商Marvell Technology向投资者提交了好于预期的收益报告和前景后，该公司股价在盘前交易中飙升近17%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5905edf1c3c73b46d615e23baf8cb366\" tg-width=\"853\" tg-height=\"622\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Marvell reported fiscal third-quarter non-GAAP net income of $364 million, or 43 cents a share. Revenue jumped 61% year-over-year to a record $1.21 billion. Wall Street’s consensus estimates called for adjusted earnings of 38 cents a share and revenue of $1.15 billion.</p><p><blockquote>Marvell公布第三财季非GAAP净利润为3.64亿美元，即每股收益43美分。收入同比增长61%，达到创纪录的12.1亿美元。华尔街的普遍预期是调整后每股收益为38美分，营收为11.5亿美元。</blockquote></p><p> CEO Matt Murphy said in the earnings release that revenue growth grew in each of Marvell’s five businesses, including 109% year-over-year growth in its data center business, which accounted for 41% of Marvell’s total revenue.</p><p><blockquote>首席执行官Matt Murphy在财报中表示，Marvell五项业务的营收均实现增长，其中数据中心业务同比增长109%，占Marvell总收入的41%。</blockquote></p><p> The company forecasts fiscal fourth-quarter non-GAAP earnings between 45 cents a share and 51 cents a share with revenue of $1.32 billion at the midpoint of its outlook range. Wall Street’s consenus estimates anticipated January quarter non-GAAP earnings of 42 cents a share and revenue of $1.21 billion.</p><p><blockquote>该公司预测第四财季非GAAP每股收益在45美分至51美分之间，营收为13.2亿美元，处于其展望范围的中点。华尔街的一致预期预计1月份季度非GAAP每股收益为42美分，营收为12.1亿美元。</blockquote></p><p> “For the fourth quarter, we are expecting sequential revenue growth of 9% at the midpoint of guidance, led by 5G, which is projected to increase by 30% sequentially and data center which is forecasted to continue to grow in the double digits on a percentage basis,” Murphy added.</p><p><blockquote>“对于第四季度，我们预计收入环比增长9%，处于指导中点，其中5G预计环比增长30%，数据中心预计将继续以两位数增长百分比计算，”墨菲补充道。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRVL":"迈威尔科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107458152","content_text":"Marvell Technology shares soared nearly 17% in premarket trading after the infrastructure chip maker delivered investors a better-than-expected earnings report and outlook.\n\n\nMarvell reported fiscal third-quarter non-GAAP net income of $364 million, or 43 cents a share. Revenue jumped 61% year-over-year to a record $1.21 billion. Wall Street’s consensus estimates called for adjusted earnings of 38 cents a share and revenue of $1.15 billion.\nCEO Matt Murphy said in the earnings release that revenue growth grew in each of Marvell’s five businesses, including 109% year-over-year growth in its data center business, which accounted for 41% of Marvell’s total revenue.\nThe company forecasts fiscal fourth-quarter non-GAAP earnings between 45 cents a share and 51 cents a share with revenue of $1.32 billion at the midpoint of its outlook range. Wall Street’s consenus estimates anticipated January quarter non-GAAP earnings of 42 cents a share and revenue of $1.21 billion.\n“For the fourth quarter, we are expecting sequential revenue growth of 9% at the midpoint of guidance, led by 5G, which is projected to increase by 30% sequentially and data center which is forecasted to continue to grow in the double digits on a percentage basis,” Murphy added.","news_type":1,"symbols_score_info":{"MRVL":0.9}},"isVote":1,"tweetType":1,"viewCount":1168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603498621,"gmtCreate":1638436649496,"gmtModify":1638436650050,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603498621","repostId":"1133804924","repostType":4,"repost":{"id":"1133804924","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":1638436562,"share":"https://www.laohu8.com/m/news/1133804924?lang=zh_CN&edition=full","pubTime":"2021-12-02 17:16","market":"us","language":"en","title":"Glaxo and Vir Biotechnology stocks climbed in premarket trading<blockquote>葛兰素史克和Vir Biotechnology股票在盘前交易中上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133804924","media":"Tiger Newspress","summary":"Glaxo and Vir Biotechnology stocks climbed in premarket trading as Glaxo covid antibody drug effecti","content":"<p>Glaxo and Vir Biotechnology stocks climbed in premarket trading&nbsp;as&nbsp;Glaxo covid antibody drug effective on Omicron, early tests showed.</p><p><blockquote>早期测试显示，葛兰素史克和Vir Biotechnology的股票在盘前交易中上涨，因为葛兰素史克的新冠抗体药物对奥密克戎有效。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/253355c4cd31265752c32735b1c81c77\" tg-width=\"853\" tg-height=\"620\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/a15f1091bcfaf0898519bf6c6ef79efe\" tg-width=\"853\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> GlaxoSmithKline Plc’s Covid-19 antibody treatment looks to be effective against the new omicron variant in early testing, according to the company.</p><p><blockquote>葛兰素史克公司表示，该公司的Covid-19抗体治疗在早期测试中似乎对新的奥密克戎变种有效。</blockquote></p><p> Lab tests of the mutations found in the variant showed the drug is still active against the virus, Glaxo said in a&nbsp;statement&nbsp;Thursday. The drugmaker is now conducting in vitro testing to confirm the response against a combination of all the omicron mutations and plans to give an update by year-end.</p><p><blockquote>葛兰素史克周四在一份声明中表示，对该变种中发现的突变进行的实验室测试表明，该药物对病毒仍然有效。该制药商目前正在进行体外测试，以确认对所有奥密克戎突变组合的反应，并计划在年底前提供更新。</blockquote></p><p> Glaxo’s comments on the drug known as sotrovimab come amid uncertainty about how much omicron erodes the defenses of existing medicines and vaccines. Regeneron Pharmaceuticals Inc. earlier this week said it was conducting further testing after early evidence suggested that its own antibody may be less effective.</p><p><blockquote>葛兰素史克对这种名为sotrovimab的药物发表评论之际，人们还不确定奥密克戎对现有药物和疫苗的防御能力的侵蚀程度。再生元制药公司本周早些时候表示，在早期证据表明其自身抗体可能效果较差后，该公司正在进行进一步测试。</blockquote></p><p> “Sotrovimab was deliberately designed with a mutating virus in mind,” said George Scangos, chief executive officer of co-developer Vir Biotechnology Inc. “This hypothesis has borne out again and again.”</p><p><blockquote>联合开发商Vir Biotechnology Inc.的首席执行官乔治·斯坎戈斯(George Scangos)表示：“Sotrovimab在设计时考虑到了一种变异病毒。”“这个假设已经被一次又一次地证实了。”</blockquote></p><p> The U.K. regulator also authorized for drug for use Thursday, after it reduced the risk of hospitalization and death in people with mild to moderate Covid-19 in trials.</p><p><blockquote>英国监管机构周四还批准了该药物的使用，此前该药物在试验中降低了轻度至中度Covid-19患者的住院和死亡风险。</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>Glaxo and Vir Biotechnology stocks climbed in premarket trading<blockquote>葛兰素史克和Vir Biotechnology股票在盘前交易中上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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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\">\nGlaxo and Vir Biotechnology stocks climbed in premarket trading<blockquote>葛兰素史克和Vir Biotechnology股票在盘前交易中上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-02 17:16</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Glaxo and Vir Biotechnology stocks climbed in premarket trading&nbsp;as&nbsp;Glaxo covid antibody drug effective on Omicron, early tests showed.</p><p><blockquote>早期测试显示，葛兰素史克和Vir Biotechnology的股票在盘前交易中上涨，因为葛兰素史克的新冠抗体药物对奥密克戎有效。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/253355c4cd31265752c32735b1c81c77\" tg-width=\"853\" tg-height=\"620\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/a15f1091bcfaf0898519bf6c6ef79efe\" tg-width=\"853\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> GlaxoSmithKline Plc’s Covid-19 antibody treatment looks to be effective against the new omicron variant in early testing, according to the company.</p><p><blockquote>葛兰素史克公司表示，该公司的Covid-19抗体治疗在早期测试中似乎对新的奥密克戎变种有效。</blockquote></p><p> Lab tests of the mutations found in the variant showed the drug is still active against the virus, Glaxo said in a&nbsp;statement&nbsp;Thursday. The drugmaker is now conducting in vitro testing to confirm the response against a combination of all the omicron mutations and plans to give an update by year-end.</p><p><blockquote>葛兰素史克周四在一份声明中表示，对该变种中发现的突变进行的实验室测试表明，该药物对病毒仍然有效。该制药商目前正在进行体外测试，以确认对所有奥密克戎突变组合的反应，并计划在年底前提供更新。</blockquote></p><p> Glaxo’s comments on the drug known as sotrovimab come amid uncertainty about how much omicron erodes the defenses of existing medicines and vaccines. Regeneron Pharmaceuticals Inc. earlier this week said it was conducting further testing after early evidence suggested that its own antibody may be less effective.</p><p><blockquote>葛兰素史克对这种名为sotrovimab的药物发表评论之际，人们还不确定奥密克戎对现有药物和疫苗的防御能力的侵蚀程度。再生元制药公司本周早些时候表示，在早期证据表明其自身抗体可能效果较差后，该公司正在进行进一步测试。</blockquote></p><p> “Sotrovimab was deliberately designed with a mutating virus in mind,” said George Scangos, chief executive officer of co-developer Vir Biotechnology Inc. “This hypothesis has borne out again and again.”</p><p><blockquote>联合开发商Vir Biotechnology Inc.的首席执行官乔治·斯坎戈斯(George Scangos)表示：“Sotrovimab在设计时考虑到了一种变异病毒。”“这个假设已经被一次又一次地证实了。”</blockquote></p><p> The U.K. regulator also authorized for drug for use Thursday, after it reduced the risk of hospitalization and death in people with mild to moderate Covid-19 in trials.</p><p><blockquote>英国监管机构周四还批准了该药物的使用，此前该药物在试验中降低了轻度至中度Covid-19患者的住院和死亡风险。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GSK":"葛兰素史克","VIR":"Vir Biotechnology, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133804924","content_text":"Glaxo and Vir Biotechnology stocks climbed in premarket trading as Glaxo covid antibody drug effective on Omicron, early tests showed.\n\nGlaxoSmithKline Plc’s Covid-19 antibody treatment looks to be effective against the new omicron variant in early testing, according to the company.\nLab tests of the mutations found in the variant showed the drug is still active against the virus, Glaxo said in a statement Thursday. The drugmaker is now conducting in vitro testing to confirm the response against a combination of all the omicron mutations and plans to give an update by year-end.\nGlaxo’s comments on the drug known as sotrovimab come amid uncertainty about how much omicron erodes the defenses of existing medicines and vaccines. Regeneron Pharmaceuticals Inc. earlier this week said it was conducting further testing after early evidence suggested that its own antibody may be less effective.\n“Sotrovimab was deliberately designed with a mutating virus in mind,” said George Scangos, chief executive officer of co-developer Vir Biotechnology Inc. “This hypothesis has borne out again and again.”\nThe U.K. regulator also authorized for drug for use Thursday, after it reduced the risk of hospitalization and death in people with mild to moderate Covid-19 in trials.","news_type":1,"symbols_score_info":{"GSK":0.9,"VIR":0.9}},"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609522964,"gmtCreate":1638311927566,"gmtModify":1638311927737,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Let’s go","listText":"Let’s go","text":"Let’s go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609522964","repostId":"2187580541","repostType":4,"isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609067852,"gmtCreate":1638224798717,"gmtModify":1638224918545,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609067852","repostId":"2186262293","repostType":4,"isVote":1,"tweetType":1,"viewCount":1266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600408872,"gmtCreate":1638181705830,"gmtModify":1638181706266,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600408872","repostId":"1143786111","repostType":4,"repost":{"id":"1143786111","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":1638176748,"share":"https://www.laohu8.com/m/news/1143786111?lang=zh_CN&edition=full","pubTime":"2021-11-29 17:05","market":"us","language":"en","title":"Li Auto quarterly results beat estimates<blockquote>理想汽车季度业绩超出预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143786111","media":"Tiger Newspress","summary":"Quarterly total revenues reached RMB7.78 billion (US$1.21 billion)\n\n\nQuarterly deliveries reached 25","content":"<p><ul>  <li>Quarterly total revenues reached RMB7.78 billion (US$1.21 billion)</li> </ul> <ul>  <li>Quarterly deliveries reached 25,116 vehicles</li> </ul> <ul>  <li>Quarterly gross margin reached 23.3%</li> </ul> Li Auto shares jumped more than 5% in premarket trading&nbsp;as&nbsp;its quarterly results beat estimates.</p><p><blockquote><ul><li>季度总收入达到人民币77.8亿元（12.1亿美元）</li></ul><ul><li>季度交付量达25,116辆</li></ul><ul><li>季度毛利率达到23.3%</li></ul>由于季度业绩超出预期，理想汽车股价在盘前交易中上涨超过5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/716bb0f77f393b137d18dee310e43c07\" tg-width=\"853\" tg-height=\"620\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Li Auto Inc. today announced its unaudited financial results for the quarter ended September 30, 2021.</p><p><blockquote>理想汽车公司今天公布了截至2021年9月30日的季度未经审计的财务业绩。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a1c8d3937ed545698b7cf70f37e5dbb2\" tg-width=\"1170\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b><u>Financial Highlights for the Third Quarter of 2021</u></b></p><p><blockquote><b><u>2021年第三季度财务摘要</u></b></blockquote></p><p> <ul>  <li><b>Vehicle sales</b>&nbsp;were RMB7.39 billion (US$1.15 billion) in the third quarter of 2021, representing an increase of 199.7% from RMB2.46 billion in the third quarter of 2020 and an increase of 50.6% from RMB4.90 billion in the second quarter of 2021.</li> </ul> <ul>  <li><b>Vehicle margin</b>&nbsp;was 21.1% in the third quarter of 2021, compared with 19.8% in the third quarter of 2020 and 18.7% in the second quarter of 2021.</li> </ul> <ul>  <li><b>Total revenues</b>&nbsp;were RMB7.78 billion (US$1.21 billion) in the third quarter of 2021, representing an increase of 209.7% from RMB2.51 billion in the third quarter of 2020 and an increase of 54.3% from RMB5.04 billion in the second quarter of 2021.</li> </ul> <ul>  <li><b>Gross profit</b>&nbsp;was RMB1.81 billion (US$281.2 million) in the third quarter of 2021, representing an increase of 264.8% from RMB496.8 million in the third quarter of 2020 and an increase of 90.2% from RMB952.8 million in the second quarter of 2021.</li> </ul> <ul>  <li><b>Gross margin</b>&nbsp;was 23.3% in the third quarter of 2021, compared with 19.8% in the third quarter of 2020 and 18.9% in the second quarter of 2021.</li> </ul> <ul>  <li><b>Loss from operations</b>&nbsp;was RMB97.8 million (US$15.2 million) in the third quarter of 2021, representing a decrease of 45.7% from RMB180.0 million in the third quarter of 2020 and a decrease of 81.8% from RMB535.9 million in the second quarter of 2021.<b>Non-GAAP income from operations3</b>&nbsp;was RMB259.4 million (US$40.3 million) in the third quarter of 2021, compared with RMB45.0 million Non-GAAP loss from operations3in the third quarter of 2020 and RMB365.5 million Non-GAAP loss from operations in the second quarter of 2021.</li> </ul> <ul>  <li><b>Net loss</b>&nbsp;was RMB21.5 million (US$3.3 million) in the third quarter of 2021, representing a decrease of 79.9% from RMB106.9 million in the third quarter of 2020 and a decrease of 90.9% from RMB235.5 million in the second quarter of 2021.<b>Non-GAAP net income3</b>was RMB335.7 million (US$52.1 million) in the third quarter of 2021, compared with RMB16.0 million Non-GAAP net income in the third quarter of 2020 and RMB65.1 million Non-GAAP net loss3in the second quarter of 2021.</li> </ul> <ul>  <li><b>Operating cash flow</b>&nbsp;was RMB2.17 billion (US$336.7 million) in the third quarter of 2021, representing an increase of 133.3% from RMB929.8 million in the third quarter of 2020 and an increase of 54.1% from RMB1.41 billion in the second quarter of 2021.</li> </ul> <ul>  <li><b>Free cash flow</b>&nbsp;was RMB1.16 billion (US$180.8 million) in the third quarter of 2021, representing an increase of 55.4% from RMB749.9 million in the third quarter of 2020 and an increase of 18.6% from RMB982.1 million in the second quarter of 2021.</li> </ul> </p><p><blockquote><ul><li><b>车辆销售</b>2021年第三季度为人民币73.9亿元（11.5亿美元），较2020年第三季度的人民币24.6亿元增长199.7%，较2021年第二季度的人民币49.0亿元增长50.6%。</li></ul><ul><li><b>车辆余量</b>2021年第三季度为21.1%，而2020年第三季度为19.8%，2021年第二季度为18.7%。</li></ul><ul><li><b>总收入</b>2021年第三季度为人民币77.8亿元（12.1亿美元），较2020年第三季度的人民币25.1亿元增长209.7%，较2021年第二季度的人民币50.4亿元增长54.3%。</li></ul><ul><li><b>毛利</b>2021年第三季度为人民币18.1亿元（2.812亿美元），较2020年第三季度的人民币4.968亿元增长264.8%，较2021年第二季度的人民币9.528亿元增长90.2%。</li></ul><ul><li><b>毛利率</b>2021年第三季度为23.3%，而2020年第三季度为19.8%，2021年第二季度为18.9%。</li></ul><ul><li><b>经营亏损</b>2021年第三季度为人民币9780万元（1520万美元），较2020年第三季度的人民币1.8亿元下降45.7%，较2021年第二季度的人民币5.359亿元下降81.8%。<b>非公认会计准则运营收入3</b>2021年第三季度为人民币2.594亿元（4030万美元），而2020年第三季度非GAAP运营亏损为人民币4500万元，2021年第二季度非GAAP运营亏损为人民币3.655亿元。</li></ul><ul><li><b>净亏损</b>2021年第三季度为人民币2150万元（330万美元），较2020年第三季度的人民币1.069亿元下降79.9%，较2021年第二季度的人民币2.355亿元下降90.9%。<b>非公认会计准则净利润3</b>2021年第三季度为人民币3.357亿元（5210万美元），而2020年第三季度非GAAP净利润为人民币1600万元，2021年第二季度非GAAP净亏损为人民币6510万元。</li></ul><ul><li><b>经营现金流量</b>2021年第三季度为人民币21.7亿元（3.367亿美元），较2020年第三季度的人民币9.298亿元增长133.3%，较2021年第二季度的人民币14.1亿元增长54.1%。</li></ul><ul><li><b>自由现金流</b>2021年第三季度为人民币11.6亿元（1.808亿美元），较2020年第三季度的人民币7.499亿元增长55.4%，较2021年第二季度的人民币9.821亿元增长18.6%。</li></ul></blockquote></p><p> <b><u>Recent Developments</u></b></p><p><blockquote><b><u>最近的发展</u></b></blockquote></p><p> <b>Deliveries Update</b></p><p><blockquote><b>交付更新</b></blockquote></p><p> <ul>  <li>In October 2021, the Company delivered 7,649 Li ONEs, representing a 107.2% increase from October 2020. As of October 31, 2021, the Company had 162 retail stores covering 86 cities, in addition to 223 servicing centers and Li Auto-authorized body and paint shops operating in 165 cities.</li> </ul> <b>Extraordinary General Meeting</b></p><p><blockquote><ul><li>2021年10月，公司交付了7,649辆理想ONE，较2020年10月增长107.2%。截至2021年10月31日，该公司拥有162家零售店，覆盖86个城市，此外还有223家服务中心以及理想汽车授权的车身和喷漆店在165个城市运营。</li></ul><b>股东特别大会</b></blockquote></p><p> <ul>  <li>On November 16, 2021, the Company held an extraordinary general meeting (the \"EGM\") of shareholders together with the respective class meetings of holders of Class A ordinary shares and Class B ordinary shares (the \"Class Meetings\") in Beijing, China. Following the EGM and the Class Meetings, the Fifth Amended and Restated Memorandum of Association and Articles of Association was adopted by special resolution, and general unconditional mandates were granted to the directors of the Company by ordinary resolution to issue and repurchase shares.</li> </ul> <b>Updates on Manufacturing Facilities</b></p><p><blockquote><ul><li>于2021年11月16日，本公司于中国北京举行股东特别大会（“股东特别大会”）连同A类普通股及B类普通股持有人各自的类别会议（“类别会议”）。于股东特别大会及类别股东大会后，第五次经修订及重列之组织章程大纲及组织章程细则已以特别决议案采纳，而本公司董事已以普通决议案获授一般无条件授权以发行及购回股份。</li></ul><b>生产设施更新</b></blockquote></p><p></p><p> <ul>  <li><b>Beijing Manufacturing Base</b></li>  <li>In October 2021, the Company officially commenced construction of its Beijing manufacturing base which is scheduled to be operational in 2023. It will serve as an important manufacturing base for Li Auto’s premium BEVs, allowing the Company to meet rising market demand with a more diversified product lineup.</li>  <li>Aligned with the Company’s ESG goals, the Beijing manufacturing base will be built on and leverage the existing site’s infrastructure to achieve high reutilization. It will also adopt leading environmentally friendly production processes in addition to being highly automated, intelligent, and flexible.</li> </ul> <ul>  <li><b>Changzhou Manufacturing Base</b></li>  <li>In November 2021, the Company acquired from Changzhou Wunan New Energy Vehicle Investment Co., Ltd. 100% of the equity interest in Changzhou Chehejin Standard Factory Construction Co., Ltd. (“Chehejin”), which owns the land use rights and plants that previously had been leased to the Company for the current Changzhou manufacturing base. This transaction strengthens the Company’s control of the Changzhou manufacturing base.</li> </ul> <b><u>Business Outlook</u></b></p><p><blockquote><ul><li><b>北京制造基地</b></li><li>2021年10月，公司北京制造基地正式开工建设，计划于2023年投产。它将作为理想汽车高端纯电动汽车的重要制造基地，使公司能够以更多元化的产品阵容满足不断增长的市场需求。</li><li>根据公司的ESG目标，北京制造基地将建立在现有基地的基础设施上，并利用现有基地的基础设施，以实现高重复利用。除了高度自动化、智能化、柔性化外，还将采用领先的环保生产工艺。</li></ul><ul><li><b>常州制造基地</b></li><li>于二零二一年十一月，本公司向常州五南新能源汽车投资有限公司收购常州车和进标准厂房建设有限公司（“车和进”）100%股权，车和进拥有先前租赁给本公司用于目前常州制造基地的土地使用权及厂房。本次交易加强了公司对常州制造基地的控制力。</li></ul><b><u>业务展望</u></b></blockquote></p><p> For the fourth quarter of 2021, the Company expects:</p><p><blockquote>对于2021年第四季度，公司预计：</blockquote></p><p> <ul>  <li><b>Deliveries of vehicles</b>&nbsp;to be between 30,000 and 32,000 vehicles, representing an increase of 107.4% to 121.2% from the fourth quarter of 2020.</li> </ul> <ul>  <li><b>Total revenues</b>&nbsp;to be between RMB8.82 billion (US$1.37 billion) and RMB9.41 billion (US$1.46 billion), representing an increase of 112.7% to 126.9% from the fourth quarter of 2020.</li> </ul></p><p><blockquote><ul><li><b>车辆交付</b>30,000辆至32,000辆，较2020年第四季度增长107.4%至121.2%。</li></ul><ul><li><b>总收入</b>在人民币88.2亿元（13.7亿美元）至人民币94.1亿元（14.6亿美元）之间，较2020年第四季度增长112.7%至126.9%。</li></ul></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>Li Auto quarterly results beat estimates<blockquote>理想汽车季度业绩超出预期</blockquote></title>\n<style 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLi Auto quarterly results beat estimates<blockquote>理想汽车季度业绩超出预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-29 17:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Quarterly total revenues reached RMB7.78 billion (US$1.21 billion)</li> </ul> <ul>  <li>Quarterly deliveries reached 25,116 vehicles</li> </ul> <ul>  <li>Quarterly gross margin reached 23.3%</li> </ul> Li Auto shares jumped more than 5% in premarket trading&nbsp;as&nbsp;its quarterly results beat estimates.</p><p><blockquote><ul><li>季度总收入达到人民币77.8亿元（12.1亿美元）</li></ul><ul><li>季度交付量达25,116辆</li></ul><ul><li>季度毛利率达到23.3%</li></ul>由于季度业绩超出预期，理想汽车股价在盘前交易中上涨超过5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/716bb0f77f393b137d18dee310e43c07\" tg-width=\"853\" tg-height=\"620\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Li Auto Inc. today announced its unaudited financial results for the quarter ended September 30, 2021.</p><p><blockquote>理想汽车公司今天公布了截至2021年9月30日的季度未经审计的财务业绩。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a1c8d3937ed545698b7cf70f37e5dbb2\" tg-width=\"1170\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b><u>Financial Highlights for the Third Quarter of 2021</u></b></p><p><blockquote><b><u>2021年第三季度财务摘要</u></b></blockquote></p><p> <ul>  <li><b>Vehicle sales</b>&nbsp;were RMB7.39 billion (US$1.15 billion) in the third quarter of 2021, representing an increase of 199.7% from RMB2.46 billion in the third quarter of 2020 and an increase of 50.6% from RMB4.90 billion in the second quarter of 2021.</li> </ul> <ul>  <li><b>Vehicle margin</b>&nbsp;was 21.1% in the third quarter of 2021, compared with 19.8% in the third quarter of 2020 and 18.7% in the second quarter of 2021.</li> </ul> <ul>  <li><b>Total revenues</b>&nbsp;were RMB7.78 billion (US$1.21 billion) in the third quarter of 2021, representing an increase of 209.7% from RMB2.51 billion in the third quarter of 2020 and an increase of 54.3% from RMB5.04 billion in the second quarter of 2021.</li> </ul> <ul>  <li><b>Gross profit</b>&nbsp;was RMB1.81 billion (US$281.2 million) in the third quarter of 2021, representing an increase of 264.8% from RMB496.8 million in the third quarter of 2020 and an increase of 90.2% from RMB952.8 million in the second quarter of 2021.</li> </ul> <ul>  <li><b>Gross margin</b>&nbsp;was 23.3% in the third quarter of 2021, compared with 19.8% in the third quarter of 2020 and 18.9% in the second quarter of 2021.</li> </ul> <ul>  <li><b>Loss from operations</b>&nbsp;was RMB97.8 million (US$15.2 million) in the third quarter of 2021, representing a decrease of 45.7% from RMB180.0 million in the third quarter of 2020 and a decrease of 81.8% from RMB535.9 million in the second quarter of 2021.<b>Non-GAAP income from operations3</b>&nbsp;was RMB259.4 million (US$40.3 million) in the third quarter of 2021, compared with RMB45.0 million Non-GAAP loss from operations3in the third quarter of 2020 and RMB365.5 million Non-GAAP loss from operations in the second quarter of 2021.</li> </ul> <ul>  <li><b>Net loss</b>&nbsp;was RMB21.5 million (US$3.3 million) in the third quarter of 2021, representing a decrease of 79.9% from RMB106.9 million in the third quarter of 2020 and a decrease of 90.9% from RMB235.5 million in the second quarter of 2021.<b>Non-GAAP net income3</b>was RMB335.7 million (US$52.1 million) in the third quarter of 2021, compared with RMB16.0 million Non-GAAP net income in the third quarter of 2020 and RMB65.1 million Non-GAAP net loss3in the second quarter of 2021.</li> </ul> <ul>  <li><b>Operating cash flow</b>&nbsp;was RMB2.17 billion (US$336.7 million) in the third quarter of 2021, representing an increase of 133.3% from RMB929.8 million in the third quarter of 2020 and an increase of 54.1% from RMB1.41 billion in the second quarter of 2021.</li> </ul> <ul>  <li><b>Free cash flow</b>&nbsp;was RMB1.16 billion (US$180.8 million) in the third quarter of 2021, representing an increase of 55.4% from RMB749.9 million in the third quarter of 2020 and an increase of 18.6% from RMB982.1 million in the second quarter of 2021.</li> </ul> </p><p><blockquote><ul><li><b>车辆销售</b>2021年第三季度为人民币73.9亿元（11.5亿美元），较2020年第三季度的人民币24.6亿元增长199.7%，较2021年第二季度的人民币49.0亿元增长50.6%。</li></ul><ul><li><b>车辆余量</b>2021年第三季度为21.1%，而2020年第三季度为19.8%，2021年第二季度为18.7%。</li></ul><ul><li><b>总收入</b>2021年第三季度为人民币77.8亿元（12.1亿美元），较2020年第三季度的人民币25.1亿元增长209.7%，较2021年第二季度的人民币50.4亿元增长54.3%。</li></ul><ul><li><b>毛利</b>2021年第三季度为人民币18.1亿元（2.812亿美元），较2020年第三季度的人民币4.968亿元增长264.8%，较2021年第二季度的人民币9.528亿元增长90.2%。</li></ul><ul><li><b>毛利率</b>2021年第三季度为23.3%，而2020年第三季度为19.8%，2021年第二季度为18.9%。</li></ul><ul><li><b>经营亏损</b>2021年第三季度为人民币9780万元（1520万美元），较2020年第三季度的人民币1.8亿元下降45.7%，较2021年第二季度的人民币5.359亿元下降81.8%。<b>非公认会计准则运营收入3</b>2021年第三季度为人民币2.594亿元（4030万美元），而2020年第三季度非GAAP运营亏损为人民币4500万元，2021年第二季度非GAAP运营亏损为人民币3.655亿元。</li></ul><ul><li><b>净亏损</b>2021年第三季度为人民币2150万元（330万美元），较2020年第三季度的人民币1.069亿元下降79.9%，较2021年第二季度的人民币2.355亿元下降90.9%。<b>非公认会计准则净利润3</b>2021年第三季度为人民币3.357亿元（5210万美元），而2020年第三季度非GAAP净利润为人民币1600万元，2021年第二季度非GAAP净亏损为人民币6510万元。</li></ul><ul><li><b>经营现金流量</b>2021年第三季度为人民币21.7亿元（3.367亿美元），较2020年第三季度的人民币9.298亿元增长133.3%，较2021年第二季度的人民币14.1亿元增长54.1%。</li></ul><ul><li><b>自由现金流</b>2021年第三季度为人民币11.6亿元（1.808亿美元），较2020年第三季度的人民币7.499亿元增长55.4%，较2021年第二季度的人民币9.821亿元增长18.6%。</li></ul></blockquote></p><p> <b><u>Recent Developments</u></b></p><p><blockquote><b><u>最近的发展</u></b></blockquote></p><p> <b>Deliveries Update</b></p><p><blockquote><b>交付更新</b></blockquote></p><p> <ul>  <li>In October 2021, the Company delivered 7,649 Li ONEs, representing a 107.2% increase from October 2020. As of October 31, 2021, the Company had 162 retail stores covering 86 cities, in addition to 223 servicing centers and Li Auto-authorized body and paint shops operating in 165 cities.</li> </ul> <b>Extraordinary General Meeting</b></p><p><blockquote><ul><li>2021年10月，公司交付了7,649辆理想ONE，较2020年10月增长107.2%。截至2021年10月31日，该公司拥有162家零售店，覆盖86个城市，此外还有223家服务中心以及理想汽车授权的车身和喷漆店在165个城市运营。</li></ul><b>股东特别大会</b></blockquote></p><p> <ul>  <li>On November 16, 2021, the Company held an extraordinary general meeting (the \"EGM\") of shareholders together with the respective class meetings of holders of Class A ordinary shares and Class B ordinary shares (the \"Class Meetings\") in Beijing, China. Following the EGM and the Class Meetings, the Fifth Amended and Restated Memorandum of Association and Articles of Association was adopted by special resolution, and general unconditional mandates were granted to the directors of the Company by ordinary resolution to issue and repurchase shares.</li> </ul> <b>Updates on Manufacturing Facilities</b></p><p><blockquote><ul><li>于2021年11月16日，本公司于中国北京举行股东特别大会（“股东特别大会”）连同A类普通股及B类普通股持有人各自的类别会议（“类别会议”）。于股东特别大会及类别股东大会后，第五次经修订及重列之组织章程大纲及组织章程细则已以特别决议案采纳，而本公司董事已以普通决议案获授一般无条件授权以发行及购回股份。</li></ul><b>生产设施更新</b></blockquote></p><p></p><p> <ul>  <li><b>Beijing Manufacturing Base</b></li>  <li>In October 2021, the Company officially commenced construction of its Beijing manufacturing base which is scheduled to be operational in 2023. It will serve as an important manufacturing base for Li Auto’s premium BEVs, allowing the Company to meet rising market demand with a more diversified product lineup.</li>  <li>Aligned with the Company’s ESG goals, the Beijing manufacturing base will be built on and leverage the existing site’s infrastructure to achieve high reutilization. It will also adopt leading environmentally friendly production processes in addition to being highly automated, intelligent, and flexible.</li> </ul> <ul>  <li><b>Changzhou Manufacturing Base</b></li>  <li>In November 2021, the Company acquired from Changzhou Wunan New Energy Vehicle Investment Co., Ltd. 100% of the equity interest in Changzhou Chehejin Standard Factory Construction Co., Ltd. (“Chehejin”), which owns the land use rights and plants that previously had been leased to the Company for the current Changzhou manufacturing base. This transaction strengthens the Company’s control of the Changzhou manufacturing base.</li> </ul> <b><u>Business Outlook</u></b></p><p><blockquote><ul><li><b>北京制造基地</b></li><li>2021年10月，公司北京制造基地正式开工建设，计划于2023年投产。它将作为理想汽车高端纯电动汽车的重要制造基地，使公司能够以更多元化的产品阵容满足不断增长的市场需求。</li><li>根据公司的ESG目标，北京制造基地将建立在现有基地的基础设施上，并利用现有基地的基础设施，以实现高重复利用。除了高度自动化、智能化、柔性化外，还将采用领先的环保生产工艺。</li></ul><ul><li><b>常州制造基地</b></li><li>于二零二一年十一月，本公司向常州五南新能源汽车投资有限公司收购常州车和进标准厂房建设有限公司（“车和进”）100%股权，车和进拥有先前租赁给本公司用于目前常州制造基地的土地使用权及厂房。本次交易加强了公司对常州制造基地的控制力。</li></ul><b><u>业务展望</u></b></blockquote></p><p> For the fourth quarter of 2021, the Company expects:</p><p><blockquote>对于2021年第四季度，公司预计：</blockquote></p><p> <ul>  <li><b>Deliveries of vehicles</b>&nbsp;to be between 30,000 and 32,000 vehicles, representing an increase of 107.4% to 121.2% from the fourth quarter of 2020.</li> </ul> <ul>  <li><b>Total revenues</b>&nbsp;to be between RMB8.82 billion (US$1.37 billion) and RMB9.41 billion (US$1.46 billion), representing an increase of 112.7% to 126.9% from the fourth quarter of 2020.</li> </ul></p><p><blockquote><ul><li><b>车辆交付</b>30,000辆至32,000辆，较2020年第四季度增长107.4%至121.2%。</li></ul><ul><li><b>总收入</b>在人民币88.2亿元（13.7亿美元）至人民币94.1亿元（14.6亿美元）之间，较2020年第四季度增长112.7%至126.9%。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02015":"理想汽车-W","LI":"理想汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143786111","content_text":"Quarterly total revenues reached RMB7.78 billion (US$1.21 billion)\n\n\nQuarterly deliveries reached 25,116 vehicles\n\n\nQuarterly gross margin reached 23.3%\n\nLi Auto shares jumped more than 5% in premarket trading as its quarterly results beat estimates.\n\nLi Auto Inc. today announced its unaudited financial results for the quarter ended September 30, 2021.\n\nFinancial Highlights for the Third Quarter of 2021\n\nVehicle sales were RMB7.39 billion (US$1.15 billion) in the third quarter of 2021, representing an increase of 199.7% from RMB2.46 billion in the third quarter of 2020 and an increase of 50.6% from RMB4.90 billion in the second quarter of 2021.\n\n\nVehicle margin was 21.1% in the third quarter of 2021, compared with 19.8% in the third quarter of 2020 and 18.7% in the second quarter of 2021.\n\n\nTotal revenues were RMB7.78 billion (US$1.21 billion) in the third quarter of 2021, representing an increase of 209.7% from RMB2.51 billion in the third quarter of 2020 and an increase of 54.3% from RMB5.04 billion in the second quarter of 2021.\n\n\nGross profit was RMB1.81 billion (US$281.2 million) in the third quarter of 2021, representing an increase of 264.8% from RMB496.8 million in the third quarter of 2020 and an increase of 90.2% from RMB952.8 million in the second quarter of 2021.\n\n\nGross margin was 23.3% in the third quarter of 2021, compared with 19.8% in the third quarter of 2020 and 18.9% in the second quarter of 2021.\n\n\nLoss from operations was RMB97.8 million (US$15.2 million) in the third quarter of 2021, representing a decrease of 45.7% from RMB180.0 million in the third quarter of 2020 and a decrease of 81.8% from RMB535.9 million in the second quarter of 2021.Non-GAAP income from operations3 was RMB259.4 million (US$40.3 million) in the third quarter of 2021, compared with RMB45.0 million Non-GAAP loss from operations3in the third quarter of 2020 and RMB365.5 million Non-GAAP loss from operations in the second quarter of 2021.\n\n\nNet loss was RMB21.5 million (US$3.3 million) in the third quarter of 2021, representing a decrease of 79.9% from RMB106.9 million in the third quarter of 2020 and a decrease of 90.9% from RMB235.5 million in the second quarter of 2021.Non-GAAP net income3was RMB335.7 million (US$52.1 million) in the third quarter of 2021, compared with RMB16.0 million Non-GAAP net income in the third quarter of 2020 and RMB65.1 million Non-GAAP net loss3in the second quarter of 2021.\n\n\nOperating cash flow was RMB2.17 billion (US$336.7 million) in the third quarter of 2021, representing an increase of 133.3% from RMB929.8 million in the third quarter of 2020 and an increase of 54.1% from RMB1.41 billion in the second quarter of 2021.\n\n\nFree cash flow was RMB1.16 billion (US$180.8 million) in the third quarter of 2021, representing an increase of 55.4% from RMB749.9 million in the third quarter of 2020 and an increase of 18.6% from RMB982.1 million in the second quarter of 2021.\n\n\nRecent Developments\nDeliveries Update\n\nIn October 2021, the Company delivered 7,649 Li ONEs, representing a 107.2% increase from October 2020. As of October 31, 2021, the Company had 162 retail stores covering 86 cities, in addition to 223 servicing centers and Li Auto-authorized body and paint shops operating in 165 cities.\n\nExtraordinary General Meeting\n\nOn November 16, 2021, the Company held an extraordinary general meeting (the \"EGM\") of shareholders together with the respective class meetings of holders of Class A ordinary shares and Class B ordinary shares (the \"Class Meetings\") in Beijing, China. Following the EGM and the Class Meetings, the Fifth Amended and Restated Memorandum of Association and Articles of Association was adopted by special resolution, and general unconditional mandates were granted to the directors of the Company by ordinary resolution to issue and repurchase shares.\n\nUpdates on Manufacturing Facilities\n\nBeijing Manufacturing Base\nIn October 2021, the Company officially commenced construction of its Beijing manufacturing base which is scheduled to be operational in 2023. It will serve as an important manufacturing base for Li Auto’s premium BEVs, allowing the Company to meet rising market demand with a more diversified product lineup.\nAligned with the Company’s ESG goals, the Beijing manufacturing base will be built on and leverage the existing site’s infrastructure to achieve high reutilization. It will also adopt leading environmentally friendly production processes in addition to being highly automated, intelligent, and flexible.\n\n\nChangzhou Manufacturing Base\nIn November 2021, the Company acquired from Changzhou Wunan New Energy Vehicle Investment Co., Ltd. 100% of the equity interest in Changzhou Chehejin Standard Factory Construction Co., Ltd. (“Chehejin”), which owns the land use rights and plants that previously had been leased to the Company for the current Changzhou manufacturing base. This transaction strengthens the Company’s control of the Changzhou manufacturing base.\n\nBusiness Outlook\nFor the fourth quarter of 2021, the Company expects:\n\nDeliveries of vehicles to be between 30,000 and 32,000 vehicles, representing an increase of 107.4% to 121.2% from the fourth quarter of 2020.\n\n\nTotal revenues to be between RMB8.82 billion (US$1.37 billion) and RMB9.41 billion (US$1.46 billion), representing an increase of 112.7% to 126.9% from the fourth quarter of 2020.","news_type":1,"symbols_score_info":{"LI":0.9,"02015":0.9}},"isVote":1,"tweetType":1,"viewCount":1312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":873110468,"gmtCreate":1636878695918,"gmtModify":1636878696085,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/873110468","repostId":"1175907621","repostType":4,"repost":{"id":"1175907621","kind":"news","pubTimestamp":1636853227,"share":"https://www.laohu8.com/m/news/1175907621?lang=zh_CN&edition=full","pubTime":"2021-11-14 09:27","market":"us","language":"en","title":"Rivian Soars On IPO, But These 3 EV Stocks Are Better Buys Now<blockquote>Rivian IPO股价飙升，但这3只电动汽车股票现在更值得买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175907621","media":"Motley Fool","summary":"Rivian has a bright future as a company, but its stock is priced to perfection. Here are 3 picks that are a better value with more upside potential.","content":"<p><b>Rivian Automotive</b>(NASDAQ:RIVN)has hit the market with a bang, trading more than 30% over its IPO price and now sporting a market cap near $100 billion. This is despite only producing about 15 vehicles per week right now. The company has a bright future, but investors looking for any value in&nbsp;electric vehicle stocks&nbsp;should probably look elsewhere right now.</p><p><blockquote><b>Rivian汽车</b>（纳斯达克股票代码：RIVN）在市场上大放异彩，交易价格比IPO价格高出30%以上，目前市值接近1000亿美元。尽管目前每周仅生产约15辆汽车。该公司有着光明的未来，但寻求电动汽车股票价值的投资者现在可能应该把目光投向其他地方。</blockquote></p><p> Three of our Fool.com contributors ,Travis Hoium, Howard Smith, and Daniel Foelber think&nbsp;<b>General Motors</b>(NYSE:GM),<b>ChargePoint Holdings</b>(NYSE:CHPT), and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)&nbsp;are all better buys than Rivian today.</p><p><blockquote>我们的三位Fool.com撰稿人Travis Hoium、Howard Smith和Daniel Foelber认为<b>通用汽车</b>（纽约证券交易所代码：GM），<b>ChargePoint控股</b>（纽约证券交易所代码：CHPT），以及<b>Lucid集团</b>（纳斯达克：LCID）如今都比Rivian更划算。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38583e5ca55657c01e76a6eb4bab1782\" tg-width=\"2000\" tg-height=\"1331\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>The leader in autonomous driving</b></p><p><blockquote><b>自动驾驶的领头羊</b></blockquote></p><p> <b>Travis Hoium(General Motors):</b>As companies like Rivian get all the headlines in electric vehicles, General Motors is quietly building out the technology and manufacturing capacity totransition entirely to electric vehicles by 2035. That includes 30 EV models that will launch globally by 2025, including cars, trucks, and SUVs.</p><p><blockquote><b>特拉维斯·霍伊姆（通用汽车）：</b>随着Rivian等公司在电动汽车领域占据所有头条新闻，通用汽车正在悄悄地建设技术和制造能力，以便到2035年完全过渡到电动汽车。其中包括将于2025年在全球推出的30款电动汽车车型，包括轿车、卡车和SUV。</blockquote></p><p> But it isn't GM's EV capacity that makes it a better buy than Rivian, it's the company's majority ownership of Cruise, the autonomous ride-sharing company, that provides the most upside. GM is providing Cruise with design and manufacturing capabilities to build autonomous vehicles like the Cruise Origin (shown above), a self-driving shuttle for ride-sharing developed in a partnership between Cruise, GM, and&nbsp;<b>Honda</b>. Cruise is developing autonomous driving hardware and software that go into Origin and eventually a ride-sharing business. GM is also providing funding to build out Cruise's vehicle infrastructure, which could cost many billions of dollars, starting with a $5 billion line of credit to buy Cruise Origins.</p><p><blockquote>但并不是通用汽车的电动汽车产能使其比Rivian更值得购买，而是该公司对自动驾驶共享公司Cruise的多数股权提供了最大的上涨空间。通用汽车正在为Cruise提供设计和制造能力，以制造Cruise Origin（如上图所示）等自动驾驶汽车，这是一款由Cruise、通用汽车和<b>本田</b>.Cruise正在开发自动驾驶硬件和软件，这些硬件和软件将进入Origin并最终成为拼车业务。通用汽车还提供资金来建设Cruise的车辆基础设施，这可能耗资数十亿美元，首先是购买Cruise Origins的50亿美元信贷额度。</blockquote></p><p> In time, autonomous vehicles could reduce the cost of traveling in cities and even make vehicle ownership obsolete. Cruise is leading the way into this market, and that provides tremendous upside for GM. This may be an old company in the auto industry, but it's making great strategic moves to be a leader in the future of electric and autonomous vehicles.</p><p><blockquote>随着时间的推移，自动驾驶汽车可以降低城市出行成本，甚至使汽车所有权过时。Cruise正在引领这一市场，这为通用汽车提供了巨大的上升空间。这可能是一家汽车行业的老公司，但它正在采取重大战略举措，成为未来电动和自动驾驶汽车的领导者。</blockquote></p><p> <b>Picks and shovels</b></p><p><blockquote><b>镐和铲子</b></blockquote></p><p> <b>Howard Smith(ChargePoint Holdings)</b>:Rivian's public debut&nbsp;generated a lot of excitement for good reason. The company has big backers and reportedly a backlog of orders for both fleets and consumer electric vehicles (EVs). But investors have seen plenty of examples where initial excitement causes a spike in valuation that doesn't always last.</p><p><blockquote><b>霍华德·史密斯（ChargePoint Holdings）</b>：Rivian的首次公开亮相引起了很多兴奋，这是有充分理由的。该公司拥有大量支持者，据报道，车队和消费电动汽车(EV)都积压了订单。但投资者已经看到了很多例子，最初的兴奋会导致估值飙升，但这并不总是持续下去。</blockquote></p><p> Another exciting recent event for EV investors was the passage of a federal infrastructure bill that will push $7.5 billion to help build out the charging infrastructure needed for this country to expand EV ownership. ChargePoint Holdings is the leader in that space with more than 118,000 charging ports, including more than 3,700 DC fast chargers. The vast majority of those stations are in the U.S., though the company is also growing its business in Europe where it already has 5,400 charging locations.</p><p><blockquote>对于电动汽车投资者来说，最近另一个令人兴奋的事件是联邦基础设施法案的通过，该法案将斥资75亿美元帮助建设该国扩大电动汽车保有量所需的充电基础设施。ChargePoint Holdings是该领域的领导者，拥有超过118,000个充电端口，其中包括超过3,700个直流快速充电器。这些充电站绝大多数位于美国，尽管该公司也在欧洲发展业务，在那里已经拥有5400个充电站。</blockquote></p><p> Those federal infrastructure funds will be sent to states that will issue grants to the charging network companies, which will make up the country's network. And that should be a big shot in the arm for ChargePoint as the largest operator in the country. Even prior to the realization of that catalyst, ChargePoint was growing its business beyond what it had predicted before its public debut.</p><p><blockquote>这些联邦基础设施资金将被送往各州，各州将向充电网络公司发放补助金，这些公司将组成该国的网络。对于ChargePoint作为美国最大的运营商来说，这应该是一剂强心针。甚至在这一催化剂实现之前，ChargePoint的业务增长就超出了上市前的预期。</blockquote></p><p> The company recorded $146 million in revenue&nbsp;for its full fiscal year 2021 that ended Jan. 31, 2021. In its most recently reported quarter ended July 31, 2021, it raised its revenue guidance for its current fiscal year by 15% to a range of $225 million to $235 million. At the midpoint, that would represent annual revenue growth of 57.5%, even without the added catalyst of federal funds.</p><p><blockquote>该公司截至2021年1月31日的2021财年全年收入为1.46亿美元。在截至2021年7月31日的最新报告的季度中，该公司将本财年的收入指引上调了15%，至2.25亿美元至2.35亿美元。在中点，即使没有联邦基金的额外催化剂，这也意味着年收入增长57.5%。</blockquote></p><p> ChargePoint generated its own excitement when it announced it would begin trading publicly last year. The stock is almost 50% off the peak price reached at the end of Dec. 2020 prior to the closing of its merger with the&nbsp;special purpose acquisition company (SPAC)&nbsp;that brought it public. It wouldn't be surprising to see Rivian's stock fluctuate as well. But for Rivian -- and all the other EV makers -- to be successful, there will need to be charging infrastructure in place. That makes ChargePoint a \"picks and shovels\" type of investment for the rapidly growing EV sector. That could make it a better investment today than adding to Rivian's early hype.</p><p><blockquote>当ChargePoint去年宣布将开始公开交易时，它引起了自己的兴奋。该股较2020年12月底与上市的特殊目的收购公司(SPAC)合并完成之前达到的峰值价格低了近50%。看到Rivian的股价也出现波动也就不足为奇了。但Rivian和所有其他电动汽车制造商要想取得成功，就需要建立充电基础设施。这使得ChargePoint成为快速增长的电动汽车行业的“镐和铲子”类型的投资。这可能使其成为今天比Rivian早期炒作更好的投资。</blockquote></p><p> <b>Lucid is proving it can compete against the best in the business</b></p><p><blockquote><b>Lucid正在证明它可以与业内最好的公司竞争</b></blockquote></p><p></p><p> <b>Daniel Foelber(Lucid Group):</b>Rivian's roughly $120 billion market capitalization is raising eyebrows considering the company is relatively unproven. Similarly, Lucid Motors has received its fair share of criticism for sporting a $65 billion market cap just over a month into the&nbsp;mass production of its Lucid Air Dream Edition luxury sedan.</p><p><blockquote><b>丹尼尔·福尔伯（Lucid Group）：</b>考虑到Rivian相对未经证实，该公司约1200亿美元的市值令人惊讶。同样，Lucid Motors也因其Lucid Air Dream Edition豪华轿车量产仅一个多月就拥有650亿美元的市值而受到了相当多的批评。</blockquote></p><p> Rivian and Lucid are pricey, and it's hard to say which is the better value now. Rivian has received backing from&nbsp;<b>Amazon</b>&nbsp;and&nbsp;<b>Ford</b>&nbsp;as it targets the higher-end electric lifestyle truck and electric delivery van markets. Similar to&nbsp;<b>Tesla</b>(NASDAQ:TSLA), the company is bypassing the dealership framework of traditional automakers by&nbsp;marketing directly to consumers. Rivian also plans to build its own charging network to make electricity more accessible in remote places where a core part of its outdoor-focused target demographic requires the ability to charge. By comparison,Lucid doesn't feel the need to invest in its own charging network, choosing instead to save money by partnering with the growing list of third-party charging providers.</p><p><blockquote>Rivian和Lucid价格昂贵，现在很难说哪个更有价值。Rivian得到了来自<b>亚马逊</b>和<b>福特</b>因为它的目标是高端电动生活卡车和电动送货车市场。类似于<b>特斯拉</b>（纳斯达克：TSLA），该公司正在绕过传统汽车制造商的经销商框架，直接向消费者营销。Rivian还计划建立自己的充电网络，以使偏远地区更容易获得电力，这些地区以户外为重点的目标人群的核心部分需要充电能力。相比之下，Lucid认为没有必要投资自己的充电网络，而是选择通过与越来越多的第三方充电提供商合作来节省资金。</blockquote></p><p> Rivian has already faced delivery delays due to the global chip shortage. By comparison, Lucid has quickly built a&nbsp;reputation for delivering on its promises, having hit all of its major 2021 goals on time. Lucid also has an excellent management team and plenty of cash to fund its 2022 operations.</p><p><blockquote>由于全球芯片短缺，Rivian已经面临交付延迟。相比之下，Lucid因兑现承诺而迅速建立了声誉，按时实现了2021年的所有主要目标。Lucid还拥有优秀的管理团队和充足的现金来资助其2022年的运营。</blockquote></p><p> Arguably the best reason&nbsp;why there's never been a better time to buy Lucid stock&nbsp;is that the company has achieved incredible engineering feats that&nbsp;rival Tesla-- the undisputed champ in the EV industry. Packing in more battery cells can help improve performance, but Lucid isn't doing that. Instead, it has built a&nbsp;compact battery pack&nbsp;that sports a battery efficiency of 4.5 miles per kilowatt-hour (mi/kWh) of stored energy, which is higher than the Tesla Model S, Jaguar I-Pace, Porsche Taycan, and other competitors. Lucid management believes that battery efficiency is the key differentiating factor, not just higher horsepower and range. With the Lucid Air Dream Edition and Grand Touring, it has outdone the competition in both efficiency ratings and performance -- albeit for a high price tag.</p><p><blockquote>可以说，购买Lucid股票的最佳时机是该公司取得了令人难以置信的工程壮举，可与电动汽车行业无可争议的冠军特斯拉相媲美。装入更多电池有助于提高性能，但Lucid并没有这样做。相反，它制造了一个紧凑的电池组，电池效率为每千瓦时（mi/kWh）存储能量4.5英里，高于特斯拉Model S、捷豹I-Pace、保时捷Taycan和其他竞争对手。Lucid管理层认为，电池效率是关键的差异化因素，而不仅仅是更高的马力和续航里程。凭借Lucid Air Dream Edition和Grand Touring，它在效率评级和性能方面都超越了竞争对手，尽管价格较高。</blockquote></p><p> Rivian supporters would argue that not only does Rivian have a nice head start in the lifestyle EV pickup truck market, but it's also going to be a relatively insulated market because seasoned automakers like Ford and GM are only challenging the standard pickup truck market (for now). By comparison, Lucid plans to roll out lower prices trims of its sedan that would have to compete against expensive but much more \"affordable\" luxury sedan leaders. In doing so, it plans to lower the horsepower and range of its cars, which would bridge the gap between its advantages and the competition. However, what gives Lucid the edge over Rivian is that it has proven it can go toe-to-toe with the best in the business, hit its targets, and has plans to&nbsp;grow quickly in 2022 and beyond.</p><p><blockquote>Rivian的支持者会认为，Rivian不仅在生活方式电动皮卡市场有一个良好的开端，而且它也将是一个相对孤立的市场，因为福特和通用等经验丰富的汽车制造商只是在挑战标准皮卡市场（目前）。相比之下，Lucid计划推出价格较低的轿车，以与昂贵但更“实惠”的豪华轿车领导者竞争。通过这样做，它计划降低汽车的马力和续航里程，这将缩小其优势与竞争对手之间的差距。然而，Lucid相对于Rivian的优势在于，它已经证明自己可以与业内最优秀的公司正面交锋，实现目标，并计划在2022年及以后快速增长。</blockquote></p><p> Given that the growth trajectory is mapped out, Lucid has a clear path toward even greater success. However, investors should be aware that Lucid stock is likely to remain extremely volatile as the company works toward scaling production.</p><p><blockquote>鉴于增长轨迹已经规划好，Lucid有一条通往更大成功的清晰道路。然而，投资者应该意识到，随着Lucid公司努力扩大生产规模，该公司的股票可能会保持极度波动。</blockquote></p><p> <b>EVs are here to stay</b></p><p><blockquote><b>电动汽车将继续存在</b></blockquote></p><p> What we all agree on is that electric vehicles are here to stay. They're now competitive with fossil fuel vehicles in range, costs are coming down, and the innovative companies making EVs are enabling autonomy as well. The entire EV space has huge potential; we just think GM, ChargePoint, and Lucid are better buys than Rivian at today's price.</p><p><blockquote>我们都同意电动汽车将继续存在。它们现在在续航里程上与化石燃料汽车具有竞争力，成本正在下降，制造电动汽车的创新公司也在实现自动驾驶。整个电动汽车领域潜力巨大；我们只是认为，以今天的价格，通用汽车、ChargePoint和Lucid比Rivian更值得购买。</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>Rivian Soars On IPO, But These 3 EV Stocks Are Better Buys Now<blockquote>Rivian IPO股价飙升，但这3只电动汽车股票现在更值得买入</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\">\nRivian Soars On IPO, But These 3 EV Stocks Are Better Buys Now<blockquote>Rivian IPO股价飙升，但这3只电动汽车股票现在更值得买入</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-14 09:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Rivian Automotive</b>(NASDAQ:RIVN)has hit the market with a bang, trading more than 30% over its IPO price and now sporting a market cap near $100 billion. This is despite only producing about 15 vehicles per week right now. The company has a bright future, but investors looking for any value in&nbsp;electric vehicle stocks&nbsp;should probably look elsewhere right now.</p><p><blockquote><b>Rivian汽车</b>（纳斯达克股票代码：RIVN）在市场上大放异彩，交易价格比IPO价格高出30%以上，目前市值接近1000亿美元。尽管目前每周仅生产约15辆汽车。该公司有着光明的未来，但寻求电动汽车股票价值的投资者现在可能应该把目光投向其他地方。</blockquote></p><p> Three of our Fool.com contributors ,Travis Hoium, Howard Smith, and Daniel Foelber think&nbsp;<b>General Motors</b>(NYSE:GM),<b>ChargePoint Holdings</b>(NYSE:CHPT), and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)&nbsp;are all better buys than Rivian today.</p><p><blockquote>我们的三位Fool.com撰稿人Travis Hoium、Howard Smith和Daniel Foelber认为<b>通用汽车</b>（纽约证券交易所代码：GM），<b>ChargePoint控股</b>（纽约证券交易所代码：CHPT），以及<b>Lucid集团</b>（纳斯达克：LCID）如今都比Rivian更划算。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38583e5ca55657c01e76a6eb4bab1782\" tg-width=\"2000\" tg-height=\"1331\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>The leader in autonomous driving</b></p><p><blockquote><b>自动驾驶的领头羊</b></blockquote></p><p> <b>Travis Hoium(General Motors):</b>As companies like Rivian get all the headlines in electric vehicles, General Motors is quietly building out the technology and manufacturing capacity totransition entirely to electric vehicles by 2035. That includes 30 EV models that will launch globally by 2025, including cars, trucks, and SUVs.</p><p><blockquote><b>特拉维斯·霍伊姆（通用汽车）：</b>随着Rivian等公司在电动汽车领域占据所有头条新闻，通用汽车正在悄悄地建设技术和制造能力，以便到2035年完全过渡到电动汽车。其中包括将于2025年在全球推出的30款电动汽车车型，包括轿车、卡车和SUV。</blockquote></p><p> But it isn't GM's EV capacity that makes it a better buy than Rivian, it's the company's majority ownership of Cruise, the autonomous ride-sharing company, that provides the most upside. GM is providing Cruise with design and manufacturing capabilities to build autonomous vehicles like the Cruise Origin (shown above), a self-driving shuttle for ride-sharing developed in a partnership between Cruise, GM, and&nbsp;<b>Honda</b>. Cruise is developing autonomous driving hardware and software that go into Origin and eventually a ride-sharing business. GM is also providing funding to build out Cruise's vehicle infrastructure, which could cost many billions of dollars, starting with a $5 billion line of credit to buy Cruise Origins.</p><p><blockquote>但并不是通用汽车的电动汽车产能使其比Rivian更值得购买，而是该公司对自动驾驶共享公司Cruise的多数股权提供了最大的上涨空间。通用汽车正在为Cruise提供设计和制造能力，以制造Cruise Origin（如上图所示）等自动驾驶汽车，这是一款由Cruise、通用汽车和<b>本田</b>.Cruise正在开发自动驾驶硬件和软件，这些硬件和软件将进入Origin并最终成为拼车业务。通用汽车还提供资金来建设Cruise的车辆基础设施，这可能耗资数十亿美元，首先是购买Cruise Origins的50亿美元信贷额度。</blockquote></p><p> In time, autonomous vehicles could reduce the cost of traveling in cities and even make vehicle ownership obsolete. Cruise is leading the way into this market, and that provides tremendous upside for GM. This may be an old company in the auto industry, but it's making great strategic moves to be a leader in the future of electric and autonomous vehicles.</p><p><blockquote>随着时间的推移，自动驾驶汽车可以降低城市出行成本，甚至使汽车所有权过时。Cruise正在引领这一市场，这为通用汽车提供了巨大的上升空间。这可能是一家汽车行业的老公司，但它正在采取重大战略举措，成为未来电动和自动驾驶汽车的领导者。</blockquote></p><p> <b>Picks and shovels</b></p><p><blockquote><b>镐和铲子</b></blockquote></p><p> <b>Howard Smith(ChargePoint Holdings)</b>:Rivian's public debut&nbsp;generated a lot of excitement for good reason. The company has big backers and reportedly a backlog of orders for both fleets and consumer electric vehicles (EVs). But investors have seen plenty of examples where initial excitement causes a spike in valuation that doesn't always last.</p><p><blockquote><b>霍华德·史密斯（ChargePoint Holdings）</b>：Rivian的首次公开亮相引起了很多兴奋，这是有充分理由的。该公司拥有大量支持者，据报道，车队和消费电动汽车(EV)都积压了订单。但投资者已经看到了很多例子，最初的兴奋会导致估值飙升，但这并不总是持续下去。</blockquote></p><p> Another exciting recent event for EV investors was the passage of a federal infrastructure bill that will push $7.5 billion to help build out the charging infrastructure needed for this country to expand EV ownership. ChargePoint Holdings is the leader in that space with more than 118,000 charging ports, including more than 3,700 DC fast chargers. The vast majority of those stations are in the U.S., though the company is also growing its business in Europe where it already has 5,400 charging locations.</p><p><blockquote>对于电动汽车投资者来说，最近另一个令人兴奋的事件是联邦基础设施法案的通过，该法案将斥资75亿美元帮助建设该国扩大电动汽车保有量所需的充电基础设施。ChargePoint Holdings是该领域的领导者，拥有超过118,000个充电端口，其中包括超过3,700个直流快速充电器。这些充电站绝大多数位于美国，尽管该公司也在欧洲发展业务，在那里已经拥有5400个充电站。</blockquote></p><p> Those federal infrastructure funds will be sent to states that will issue grants to the charging network companies, which will make up the country's network. And that should be a big shot in the arm for ChargePoint as the largest operator in the country. Even prior to the realization of that catalyst, ChargePoint was growing its business beyond what it had predicted before its public debut.</p><p><blockquote>这些联邦基础设施资金将被送往各州，各州将向充电网络公司发放补助金，这些公司将组成该国的网络。对于ChargePoint作为美国最大的运营商来说，这应该是一剂强心针。甚至在这一催化剂实现之前，ChargePoint的业务增长就超出了上市前的预期。</blockquote></p><p> The company recorded $146 million in revenue&nbsp;for its full fiscal year 2021 that ended Jan. 31, 2021. In its most recently reported quarter ended July 31, 2021, it raised its revenue guidance for its current fiscal year by 15% to a range of $225 million to $235 million. At the midpoint, that would represent annual revenue growth of 57.5%, even without the added catalyst of federal funds.</p><p><blockquote>该公司截至2021年1月31日的2021财年全年收入为1.46亿美元。在截至2021年7月31日的最新报告的季度中，该公司将本财年的收入指引上调了15%，至2.25亿美元至2.35亿美元。在中点，即使没有联邦基金的额外催化剂，这也意味着年收入增长57.5%。</blockquote></p><p> ChargePoint generated its own excitement when it announced it would begin trading publicly last year. The stock is almost 50% off the peak price reached at the end of Dec. 2020 prior to the closing of its merger with the&nbsp;special purpose acquisition company (SPAC)&nbsp;that brought it public. It wouldn't be surprising to see Rivian's stock fluctuate as well. But for Rivian -- and all the other EV makers -- to be successful, there will need to be charging infrastructure in place. That makes ChargePoint a \"picks and shovels\" type of investment for the rapidly growing EV sector. That could make it a better investment today than adding to Rivian's early hype.</p><p><blockquote>当ChargePoint去年宣布将开始公开交易时，它引起了自己的兴奋。该股较2020年12月底与上市的特殊目的收购公司(SPAC)合并完成之前达到的峰值价格低了近50%。看到Rivian的股价也出现波动也就不足为奇了。但Rivian和所有其他电动汽车制造商要想取得成功，就需要建立充电基础设施。这使得ChargePoint成为快速增长的电动汽车行业的“镐和铲子”类型的投资。这可能使其成为今天比Rivian早期炒作更好的投资。</blockquote></p><p> <b>Lucid is proving it can compete against the best in the business</b></p><p><blockquote><b>Lucid正在证明它可以与业内最好的公司竞争</b></blockquote></p><p></p><p> <b>Daniel Foelber(Lucid Group):</b>Rivian's roughly $120 billion market capitalization is raising eyebrows considering the company is relatively unproven. Similarly, Lucid Motors has received its fair share of criticism for sporting a $65 billion market cap just over a month into the&nbsp;mass production of its Lucid Air Dream Edition luxury sedan.</p><p><blockquote><b>丹尼尔·福尔伯（Lucid Group）：</b>考虑到Rivian相对未经证实，该公司约1200亿美元的市值令人惊讶。同样，Lucid Motors也因其Lucid Air Dream Edition豪华轿车量产仅一个多月就拥有650亿美元的市值而受到了相当多的批评。</blockquote></p><p> Rivian and Lucid are pricey, and it's hard to say which is the better value now. Rivian has received backing from&nbsp;<b>Amazon</b>&nbsp;and&nbsp;<b>Ford</b>&nbsp;as it targets the higher-end electric lifestyle truck and electric delivery van markets. Similar to&nbsp;<b>Tesla</b>(NASDAQ:TSLA), the company is bypassing the dealership framework of traditional automakers by&nbsp;marketing directly to consumers. Rivian also plans to build its own charging network to make electricity more accessible in remote places where a core part of its outdoor-focused target demographic requires the ability to charge. By comparison,Lucid doesn't feel the need to invest in its own charging network, choosing instead to save money by partnering with the growing list of third-party charging providers.</p><p><blockquote>Rivian和Lucid价格昂贵，现在很难说哪个更有价值。Rivian得到了来自<b>亚马逊</b>和<b>福特</b>因为它的目标是高端电动生活卡车和电动送货车市场。类似于<b>特斯拉</b>（纳斯达克：TSLA），该公司正在绕过传统汽车制造商的经销商框架，直接向消费者营销。Rivian还计划建立自己的充电网络，以使偏远地区更容易获得电力，这些地区以户外为重点的目标人群的核心部分需要充电能力。相比之下，Lucid认为没有必要投资自己的充电网络，而是选择通过与越来越多的第三方充电提供商合作来节省资金。</blockquote></p><p> Rivian has already faced delivery delays due to the global chip shortage. By comparison, Lucid has quickly built a&nbsp;reputation for delivering on its promises, having hit all of its major 2021 goals on time. Lucid also has an excellent management team and plenty of cash to fund its 2022 operations.</p><p><blockquote>由于全球芯片短缺，Rivian已经面临交付延迟。相比之下，Lucid因兑现承诺而迅速建立了声誉，按时实现了2021年的所有主要目标。Lucid还拥有优秀的管理团队和充足的现金来资助其2022年的运营。</blockquote></p><p> Arguably the best reason&nbsp;why there's never been a better time to buy Lucid stock&nbsp;is that the company has achieved incredible engineering feats that&nbsp;rival Tesla-- the undisputed champ in the EV industry. Packing in more battery cells can help improve performance, but Lucid isn't doing that. Instead, it has built a&nbsp;compact battery pack&nbsp;that sports a battery efficiency of 4.5 miles per kilowatt-hour (mi/kWh) of stored energy, which is higher than the Tesla Model S, Jaguar I-Pace, Porsche Taycan, and other competitors. Lucid management believes that battery efficiency is the key differentiating factor, not just higher horsepower and range. With the Lucid Air Dream Edition and Grand Touring, it has outdone the competition in both efficiency ratings and performance -- albeit for a high price tag.</p><p><blockquote>可以说，购买Lucid股票的最佳时机是该公司取得了令人难以置信的工程壮举，可与电动汽车行业无可争议的冠军特斯拉相媲美。装入更多电池有助于提高性能，但Lucid并没有这样做。相反，它制造了一个紧凑的电池组，电池效率为每千瓦时（mi/kWh）存储能量4.5英里，高于特斯拉Model S、捷豹I-Pace、保时捷Taycan和其他竞争对手。Lucid管理层认为，电池效率是关键的差异化因素，而不仅仅是更高的马力和续航里程。凭借Lucid Air Dream Edition和Grand Touring，它在效率评级和性能方面都超越了竞争对手，尽管价格较高。</blockquote></p><p> Rivian supporters would argue that not only does Rivian have a nice head start in the lifestyle EV pickup truck market, but it's also going to be a relatively insulated market because seasoned automakers like Ford and GM are only challenging the standard pickup truck market (for now). By comparison, Lucid plans to roll out lower prices trims of its sedan that would have to compete against expensive but much more \"affordable\" luxury sedan leaders. In doing so, it plans to lower the horsepower and range of its cars, which would bridge the gap between its advantages and the competition. However, what gives Lucid the edge over Rivian is that it has proven it can go toe-to-toe with the best in the business, hit its targets, and has plans to&nbsp;grow quickly in 2022 and beyond.</p><p><blockquote>Rivian的支持者会认为，Rivian不仅在生活方式电动皮卡市场有一个良好的开端，而且它也将是一个相对孤立的市场，因为福特和通用等经验丰富的汽车制造商只是在挑战标准皮卡市场（目前）。相比之下，Lucid计划推出价格较低的轿车，以与昂贵但更“实惠”的豪华轿车领导者竞争。通过这样做，它计划降低汽车的马力和续航里程，这将缩小其优势与竞争对手之间的差距。然而，Lucid相对于Rivian的优势在于，它已经证明自己可以与业内最优秀的公司正面交锋，实现目标，并计划在2022年及以后快速增长。</blockquote></p><p> Given that the growth trajectory is mapped out, Lucid has a clear path toward even greater success. However, investors should be aware that Lucid stock is likely to remain extremely volatile as the company works toward scaling production.</p><p><blockquote>鉴于增长轨迹已经规划好，Lucid有一条通往更大成功的清晰道路。然而，投资者应该意识到，随着Lucid公司努力扩大生产规模，该公司的股票可能会保持极度波动。</blockquote></p><p> <b>EVs are here to stay</b></p><p><blockquote><b>电动汽车将继续存在</b></blockquote></p><p> What we all agree on is that electric vehicles are here to stay. They're now competitive with fossil fuel vehicles in range, costs are coming down, and the innovative companies making EVs are enabling autonomy as well. The entire EV space has huge potential; we just think GM, ChargePoint, and Lucid are better buys than Rivian at today's price.</p><p><blockquote>我们都同意电动汽车将继续存在。它们现在在续航里程上与化石燃料汽车具有竞争力，成本正在下降，制造电动汽车的创新公司也在实现自动驾驶。整个电动汽车领域潜力巨大；我们只是认为，以今天的价格，通用汽车、ChargePoint和Lucid比Rivian更值得购买。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/13/rivian-soars-on-ipo-but-these-3-stocks/\">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":{"CHPT":"ChargePoint Holdings Inc.","GM":"通用汽车","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/11/13/rivian-soars-on-ipo-but-these-3-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175907621","content_text":"Rivian Automotive(NASDAQ:RIVN)has hit the market with a bang, trading more than 30% over its IPO price and now sporting a market cap near $100 billion. This is despite only producing about 15 vehicles per week right now. The company has a bright future, but investors looking for any value in electric vehicle stocks should probably look elsewhere right now.\nThree of our Fool.com contributors ,Travis Hoium, Howard Smith, and Daniel Foelber think General Motors(NYSE:GM),ChargePoint Holdings(NYSE:CHPT), and Lucid Group(NASDAQ:LCID) are all better buys than Rivian today.\nIMAGE SOURCE: GETTY IMAGES.\nThe leader in autonomous driving\nTravis Hoium(General Motors):As companies like Rivian get all the headlines in electric vehicles, General Motors is quietly building out the technology and manufacturing capacity totransition entirely to electric vehicles by 2035. That includes 30 EV models that will launch globally by 2025, including cars, trucks, and SUVs.\nBut it isn't GM's EV capacity that makes it a better buy than Rivian, it's the company's majority ownership of Cruise, the autonomous ride-sharing company, that provides the most upside. GM is providing Cruise with design and manufacturing capabilities to build autonomous vehicles like the Cruise Origin (shown above), a self-driving shuttle for ride-sharing developed in a partnership between Cruise, GM, and Honda. Cruise is developing autonomous driving hardware and software that go into Origin and eventually a ride-sharing business. GM is also providing funding to build out Cruise's vehicle infrastructure, which could cost many billions of dollars, starting with a $5 billion line of credit to buy Cruise Origins.\nIn time, autonomous vehicles could reduce the cost of traveling in cities and even make vehicle ownership obsolete. Cruise is leading the way into this market, and that provides tremendous upside for GM. This may be an old company in the auto industry, but it's making great strategic moves to be a leader in the future of electric and autonomous vehicles.\nPicks and shovels\nHoward Smith(ChargePoint Holdings):Rivian's public debut generated a lot of excitement for good reason. The company has big backers and reportedly a backlog of orders for both fleets and consumer electric vehicles (EVs). But investors have seen plenty of examples where initial excitement causes a spike in valuation that doesn't always last.\nAnother exciting recent event for EV investors was the passage of a federal infrastructure bill that will push $7.5 billion to help build out the charging infrastructure needed for this country to expand EV ownership. ChargePoint Holdings is the leader in that space with more than 118,000 charging ports, including more than 3,700 DC fast chargers. The vast majority of those stations are in the U.S., though the company is also growing its business in Europe where it already has 5,400 charging locations.\nThose federal infrastructure funds will be sent to states that will issue grants to the charging network companies, which will make up the country's network. And that should be a big shot in the arm for ChargePoint as the largest operator in the country. Even prior to the realization of that catalyst, ChargePoint was growing its business beyond what it had predicted before its public debut.\nThe company recorded $146 million in revenue for its full fiscal year 2021 that ended Jan. 31, 2021. In its most recently reported quarter ended July 31, 2021, it raised its revenue guidance for its current fiscal year by 15% to a range of $225 million to $235 million. At the midpoint, that would represent annual revenue growth of 57.5%, even without the added catalyst of federal funds.\nChargePoint generated its own excitement when it announced it would begin trading publicly last year. The stock is almost 50% off the peak price reached at the end of Dec. 2020 prior to the closing of its merger with the special purpose acquisition company (SPAC) that brought it public. It wouldn't be surprising to see Rivian's stock fluctuate as well. But for Rivian -- and all the other EV makers -- to be successful, there will need to be charging infrastructure in place. That makes ChargePoint a \"picks and shovels\" type of investment for the rapidly growing EV sector. That could make it a better investment today than adding to Rivian's early hype.\nLucid is proving it can compete against the best in the business\nDaniel Foelber(Lucid Group):Rivian's roughly $120 billion market capitalization is raising eyebrows considering the company is relatively unproven. Similarly, Lucid Motors has received its fair share of criticism for sporting a $65 billion market cap just over a month into the mass production of its Lucid Air Dream Edition luxury sedan.\nRivian and Lucid are pricey, and it's hard to say which is the better value now. Rivian has received backing from Amazon and Ford as it targets the higher-end electric lifestyle truck and electric delivery van markets. Similar to Tesla(NASDAQ:TSLA), the company is bypassing the dealership framework of traditional automakers by marketing directly to consumers. Rivian also plans to build its own charging network to make electricity more accessible in remote places where a core part of its outdoor-focused target demographic requires the ability to charge. By comparison,Lucid doesn't feel the need to invest in its own charging network, choosing instead to save money by partnering with the growing list of third-party charging providers.\nRivian has already faced delivery delays due to the global chip shortage. By comparison, Lucid has quickly built a reputation for delivering on its promises, having hit all of its major 2021 goals on time. Lucid also has an excellent management team and plenty of cash to fund its 2022 operations.\nArguably the best reason why there's never been a better time to buy Lucid stock is that the company has achieved incredible engineering feats that rival Tesla-- the undisputed champ in the EV industry. Packing in more battery cells can help improve performance, but Lucid isn't doing that. Instead, it has built a compact battery pack that sports a battery efficiency of 4.5 miles per kilowatt-hour (mi/kWh) of stored energy, which is higher than the Tesla Model S, Jaguar I-Pace, Porsche Taycan, and other competitors. Lucid management believes that battery efficiency is the key differentiating factor, not just higher horsepower and range. With the Lucid Air Dream Edition and Grand Touring, it has outdone the competition in both efficiency ratings and performance -- albeit for a high price tag.\nRivian supporters would argue that not only does Rivian have a nice head start in the lifestyle EV pickup truck market, but it's also going to be a relatively insulated market because seasoned automakers like Ford and GM are only challenging the standard pickup truck market (for now). By comparison, Lucid plans to roll out lower prices trims of its sedan that would have to compete against expensive but much more \"affordable\" luxury sedan leaders. In doing so, it plans to lower the horsepower and range of its cars, which would bridge the gap between its advantages and the competition. However, what gives Lucid the edge over Rivian is that it has proven it can go toe-to-toe with the best in the business, hit its targets, and has plans to grow quickly in 2022 and beyond.\nGiven that the growth trajectory is mapped out, Lucid has a clear path toward even greater success. However, investors should be aware that Lucid stock is likely to remain extremely volatile as the company works toward scaling production.\nEVs are here to stay\nWhat we all agree on is that electric vehicles are here to stay. They're now competitive with fossil fuel vehicles in range, costs are coming down, and the innovative companies making EVs are enabling autonomy as well. The entire EV space has huge potential; we just think GM, ChargePoint, and Lucid are better buys than Rivian at today's price.","news_type":1,"symbols_score_info":{"LCID":0.9,"GM":0.9,"CHPT":0.9}},"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824197894,"gmtCreate":1634287508326,"gmtModify":1634287508488,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/824197894","repostId":"1168172784","repostType":4,"repost":{"id":"1168172784","kind":"news","pubTimestamp":1634287232,"share":"https://www.laohu8.com/m/news/1168172784?lang=zh_CN&edition=full","pubTime":"2021-10-15 16:40","market":"us","language":"en","title":"Apple Is About To Change The World Again<blockquote>苹果即将再次改变世界</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168172784","media":"Seeking Alpha","summary":"Summary\n\n“Unleashed” event to unveil high-end Apple Silicon MacBook Pros.\nWhy the M1 was a stealth r","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>“Unleashed” event to unveil high-end Apple Silicon MacBook Pros.</li>  <li>Why the M1 was a stealth revolution.</li>  <li>How the next-generation Apple Silicon Macs will change everything.</li>  <li>Investor takeaways.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd5b8fd99a0523d96bf052afd8c1b37\" tg-width=\"1536\" tg-height=\"988\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>“释放”活动，推出高端苹果硅MacBook Pros。</li><li>为什么M1是一场隐形革命。</li><li>下一代苹果硅MAC将如何改变一切。</li><li>投资者要点。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock未通过Getty Images发布</span></p></blockquote></p><p> A few weeks ago, I urged&nbsp;Apple (AAPL) investors to stop worrying about the latest iPhone and focus instead on the widely expected next-generation Apple Silicon MacBook Pros. That time has now arrived. Apple will “unleash” these new Macs at a special event on Monday and once again reshape the computer industry.</p><p><blockquote>几周前，我敦促苹果(AAPL)投资者不要再担心最新的iPhone，而是关注广受期待的下一代苹果芯片MacBook Pro。那个时刻现在已经到来。苹果将在周一的一场特别活动中“释放”这些新款Mac，并再次重塑计算机行业。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3fa9daca998743f59ec0cae80ec50e5\" tg-width=\"640\" tg-height=\"325\" width=\"100%\" height=\"auto\"><span>Source: Apple’s YouTube channel.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：苹果的YouTube频道。</span></p></blockquote></p><p> <b>“Unleashed” event to unveil high-end Apple Silicon MacBook Pros</b></p><p><blockquote><b>“释放”活动推出高端苹果硅MacBook Pros</b></blockquote></p><p> The “Unleashed” event had been widely expected for some time, so it came as virtually no surprise to anyone, yet one senses more excitement than for the iPhone 13 launch. The iPhone 13 series has, in many ways, turned out better than expected, both in performance, as well as sales. But it was still incremental.</p><p><blockquote>“释放”事件已经被广泛期待了一段时间，所以它几乎没有人感到惊讶，但人们感觉到比iPhone 13发布更令人兴奋。iPhone 13系列在许多方面都好于预期，无论是性能还是销量。但它仍然是渐进的。</blockquote></p><p> The new MacBook Pros, on the other hand, will be truly new. They will feature a complete hardware redesign inside and out. The bodies will be thinned and lightened to take advantage of Apple Silicon’s energy efficiency. New screens (in 14-inch and 16-inch sizes) are expected to feature mini-LED backlighting for improved contrast.</p><p><blockquote>另一方面，新的MacBook Pros将是真正的新。它们将从里到外进行完整的硬件重新设计。机身将变得更薄更轻，以利用苹果硅的能源效率。新屏幕（14英寸和16英寸尺寸）预计将采用迷你LED背光，以提高对比度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e00c39f6186575fa43647fcffaa3b24f\" tg-width=\"640\" tg-height=\"407\" width=\"100%\" height=\"auto\"><span>Artist’s conception of the new 16-inch MacBook Pro. Source: MacRumors.</span></p><p><blockquote><p class=\"t-img-caption\"><span>新款16英寸MacBook Pro的艺术家构想。来源：MacRumors。</span></p></blockquote></p><p> Most reports continue to refer to the Apple Silicon chip that will power these new Macs as the M1X. I personally doubt this. It’s been nearly a year since the release of the first M1-powered Macs. Apple needs to convey more progress than just an incrementally improved M1, so I think the “M2” designation is likely.</p><p><blockquote>大多数报道继续将为这些新Mac提供动力的苹果硅芯片称为M1X。我个人对此表示怀疑。第一批M1驱动的MAC电脑发布已经快一年了。苹果需要传达更多的进步，而不仅仅是逐步改进的M1，所以我认为“M2”称号是可能的。</blockquote></p><p> This won’t be just a marketing ploy. I expect the new M2 not only to feature more CPU performance cores (8 vs. the 4 of the M1) but a new design for the cores based on the A15 Bionic. From early performance testing of the iPhone 13, it’s apparent that the A15 performance cores got a performance bump. As reported by&nbsp;Tom’s Guide, the A15 in the iPhone 13 Pro scored over 20% better than the A14 in iPhone 12 Pro in the Geekbench 5 multicore test.</p><p><blockquote>这不仅仅是一个营销策略。我预计新的M2不仅会有更多的CPU性能内核（8个对M1的4个），还会有基于A15 Bionic的内核的新设计。从iPhone 13的早期性能测试来看，很明显A15性能核心的性能有所提升。据Tom’s Guide报道，在Geekbench 5多核测试中，iPhone 13 Pro中的A15比iPhone 12 Pro中的A14高出20%以上。</blockquote></p><p> Graphics processing also is expected to improve with at least double the M1’s 8 GPU cores. Other features of the A15 will likely be carried over as well, including an improved Neural Processing Unit and Image Signal Processor. The integrated memory, a unique feature of the M1, will likely get a speed bump and larger base configuration (16 GB vs. 8 GB in the M1).</p><p><blockquote>图形处理也有望得到改善，至少是M1 8个GPU内核的两倍。A15的其他功能也可能会被继承，包括改进的神经处理单元和图像信号处理器。集成内存是M1的一个独特功能，可能会有一个减速带和更大的基本配置（16 GB对M1的8 GB）。</blockquote></p><p> This will be the pattern going forward. iPhone will introduce the latest Apple Silicon designs in a scaled-down chip, with M-series chips building on these designs and scaling them up for Mac use. Apple has to do this in order to make best use of its processor design and engineering resources.</p><p><blockquote>这将是未来的模式。iPhone将在缩小的芯片中引入最新的苹果硅设计，M系列芯片将基于这些设计，并将其放大以供Mac使用。苹果不得不这样做，以便最大限度地利用其处理器设计和工程资源。</blockquote></p><p> The big question is whether M2 will preserve the&nbsp;exceptional efficiency advantage I described&nbsp;for the M1 based on testing of my own MacBook Air. The M2 may give up some efficiency in the name of performance, a perfectly reasonable trade considering the huge efficiency advantage that the M1 enjoys over comparable x86 processors.</p><p><blockquote>最大的问题是，M2是否会保持我根据我自己的MacBook Air测试为M1描述的卓越效率优势。M2可能会以性能的名义放弃一些效率，考虑到M1相对于同类x86处理器享有的巨大效率优势，这是一个完全合理的交易。</blockquote></p><p> <b>Why the M1 was a stealth revolution</b></p><p><blockquote><b>为什么M1是一场隐形革命</b></blockquote></p><p> It could be argued that Apple’s M1 Macs were the truly revolutionary products, and that M2 based Macs are just following in the footsteps of the M1. This may be true, but the M1 was a stealth revolution for a number of reasons.</p><p><blockquote>可以说，苹果的M1苹果电脑是真正革命性的产品，而基于M2的苹果电脑只是在追随M1的脚步。这可能是真的，但M1是一场隐形革命，原因有很多。</blockquote></p><p> For one, the M1 got stuffed into existing Mac form factors that weren’t really optimized for the chip. Battery capacity was actually overkilled since it was designed for the much more power-hungry Intel chips. In my daily use of the Air, battery level typically never falls below 80%. Fans in the 13-inch MacBook Pro and the Mac Mini were also overkilled.</p><p><blockquote>首先，M1被塞进了现有的Mac外形中，而这些外形并没有真正针对芯片进行优化。电池容量实际上被夸大了，因为它是为更耗电的英特尔芯片设计的。在我日常使用空气时，电池电量通常不会低于80%。13英寸MacBook Pro和Mac Mini的粉丝也被过度使用了。</blockquote></p><p> Using the packaging from the Intel era simply didn’t convey the revolutionary character of the M1. Also, the chip itself, while more than adequate for most desktop usage, including surprisingly good video editing performance, wasn’t as powerful as the most powerful Intel (INTC) and AMD (AMD) chips. The M1 could be passed off as merely an upscaled iPhone chip. Nothing to see here. Move along.</p><p><blockquote>使用英特尔时代的包装根本无法传达M1的革命性特征。此外，该芯片本身虽然足以满足大多数桌面使用，包括令人惊讶的良好视频编辑性能，但不如最强大的英特尔(INTC)和AMD(AMD)芯片强大。M1可以被冒充为仅仅是升级版的iPhone芯片。这里没什么可看的。往前走。</blockquote></p><p> <b>How the next-generation Apple Silicon Macs will change everything</b></p><p><blockquote><b>下一代苹果硅MAC将如何改变一切</b></blockquote></p><p></p><p> I have consistently argued that processing efficiency is everything since power dissipation is a key limiting factor in the absolute computing performance of a chip. Although x86 processors feature a “Turbo Mode” with a higher clock frequency, most cannot sustain that for an extended period of time, due to temperature limits for the chip.</p><p><blockquote>我一直认为处理效率就是一切，因为功耗是芯片绝对计算性能的关键限制因素。尽管x86处理器具有具有更高时钟频率的“Turbo模式”，但由于芯片的温度限制，大多数处理器无法长时间维持这种模式。</blockquote></p><p> One of the interesting characteristics of the M1 is that it has no “turbo mode.” The M1 is capable of running at its rated clock rate indefinitely, with only minimal cooling. Yet, there has been no existence proof of my thesis that a scaled-up M1 with more CPU and GPU cores would be able to beat x86 in absolute performance.</p><p><blockquote>M1的一个有趣的特点是它没有“涡轮模式”。M1能够无限期地以其额定时钟速率运行，只需最少的冷却。然而，没有证据证明我的论文，即拥有更多CPU和GPU内核的放大M1能够在绝对性能上击败x86。</blockquote></p><p> Thus, absolute performance, never mind efficiency, became the last bastion of x86. That bastion is about to be seriously eroded, if not obliterated, by the M2. If multicore performance of the M2 scales anywhere close to the expected increase in core count, there won’t be anything in the mobile world that can touch it in absolute performance, at least for processors with integrated graphics.</p><p><blockquote>因此，绝对的性能，更不用说效率，成为x86的最后堡垒。这座堡垒即使没有被M2摧毁，也将被严重侵蚀。如果M2的多核性能扩展到接近预期的核心数量增长，那么移动领域将没有任何东西可以在绝对性能上与它相提并论，至少对于集成显卡的处理器来说是这样。</blockquote></p><p> Discrete graphics is another matter, and for a while at least, laptops and desktops with discrete GPUs will be able to offer more graphics performance. PC gaming, which I also enjoy, will remain the province of x86 CPUs combined with discrete GPUs.</p><p><blockquote>独立显卡是另一回事，至少在一段时间内，配备独立GPU的笔记本电脑和台式机将能够提供更多的图形性能。我也喜欢的PC游戏仍将是x86 CPU与独立GPU相结合的领域。</blockquote></p><p> But the M2 will completely reshape consumer expectations of laptop (and mid-range desktop) performance. The M2 will provide the needed existence proof that Apple Silicon is scalable to high-core count processors. Next year, Apple will be in a position to conquer even the performance heights now occupied by the largest CPUs from Intel and AMD.</p><p><blockquote>但M2将彻底重塑消费者对笔记本电脑（和中端台式机）性能的期望。M2将提供所需的存在证明，证明苹果芯片可扩展到高核数处理器。明年，苹果将有能力征服现在由英特尔和AMD最大的CPU占据的性能高度。</blockquote></p><p> <b>Investor takeaways</b></p><p><blockquote><b>投资者要点</b></blockquote></p><p> Apple’s journey to becoming a dominant fabless semiconductor company has been long and often disparaged. Even now, some critics claim that Apple is just a consumer goods company lacking innovation. Unfortunately for Apple investors, Apple’s innovation has often been more real than apparent.</p><p><blockquote>苹果成为一家占主导地位的无晶圆厂半导体公司的旅程是漫长的，而且经常受到贬低。即使是现在，一些批评者声称苹果只是一家缺乏创新的消费品公司。不幸的是，对于苹果投资者来说，苹果的创新往往比表面上的更真实。</blockquote></p><p> I expect the new M2 MacBook Pros to help change this. By virtue of being optimized for Apple Silicon, they will offer a combination of thin design, lightweight, battery life, and performance that simply isn’t available anywhere else. The advantages of Apple Silicon will no longer be stealthy and non-obvious to consumers. The new M2 Macs will telegraph the advantages of Apple Silicon in ways that the M1 MacBooks could not.</p><p><blockquote>我希望新的M2 MacBook Pros有助于改变这种情况。由于针对苹果硅进行了优化，它们将提供轻薄设计、轻质、电池寿命和性能的组合，这是其他任何地方都无法提供的。苹果硅的优势对消费者来说将不再是隐形和不明显的。新款M2 Macs将以M1 MacBooks无法做到的方式展现苹果芯片的优势。</blockquote></p><p> Apple’s Mac market share has been growing steadily, but unspectacularly, this year. According to&nbsp;IDC, Apple’s PC unit share in Q3 stood at just 8.8%, up from 8.3% a year ago. The PC market is still quite large, and Apple’s relatively small share means that there is still huge growth potential in Mac.</p><p><blockquote>今年，苹果的Mac市场份额一直在稳步增长，但并不引人注目。根据IDC的数据，苹果第三季度PC部门份额仅为8.8%，高于一年前的8.3%。PC市场仍然相当大，苹果相对较小的份额意味着Mac仍有巨大的增长潜力。</blockquote></p><p> I expect Apple’s share gains in the PC market to accelerate markedly with the introduction of M2 Macs and other even higher performance Macs to follow. I remain long Apple and rate it a Buy.</p><p><blockquote>我预计，随着M2 Mac和其他性能更高的Mac的推出，苹果在PC市场的份额增长将显着加速。我仍然做多苹果，并将其评级为买入。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Is About To Change The World Again<blockquote>苹果即将再次改变世界</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Is About To Change The World Again<blockquote>苹果即将再次改变世界</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-15 16:40</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>“Unleashed” event to unveil high-end Apple Silicon MacBook Pros.</li>  <li>Why the M1 was a stealth revolution.</li>  <li>How the next-generation Apple Silicon Macs will change everything.</li>  <li>Investor takeaways.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd5b8fd99a0523d96bf052afd8c1b37\" tg-width=\"1536\" tg-height=\"988\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>“释放”活动，推出高端苹果硅MacBook Pros。</li><li>为什么M1是一场隐形革命。</li><li>下一代苹果硅MAC将如何改变一切。</li><li>投资者要点。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock未通过Getty Images发布</span></p></blockquote></p><p> A few weeks ago, I urged&nbsp;Apple (AAPL) investors to stop worrying about the latest iPhone and focus instead on the widely expected next-generation Apple Silicon MacBook Pros. That time has now arrived. Apple will “unleash” these new Macs at a special event on Monday and once again reshape the computer industry.</p><p><blockquote>几周前，我敦促苹果(AAPL)投资者不要再担心最新的iPhone，而是关注广受期待的下一代苹果芯片MacBook Pro。那个时刻现在已经到来。苹果将在周一的一场特别活动中“释放”这些新款Mac，并再次重塑计算机行业。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3fa9daca998743f59ec0cae80ec50e5\" tg-width=\"640\" tg-height=\"325\" width=\"100%\" height=\"auto\"><span>Source: Apple’s YouTube channel.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：苹果的YouTube频道。</span></p></blockquote></p><p> <b>“Unleashed” event to unveil high-end Apple Silicon MacBook Pros</b></p><p><blockquote><b>“释放”活动推出高端苹果硅MacBook Pros</b></blockquote></p><p> The “Unleashed” event had been widely expected for some time, so it came as virtually no surprise to anyone, yet one senses more excitement than for the iPhone 13 launch. The iPhone 13 series has, in many ways, turned out better than expected, both in performance, as well as sales. But it was still incremental.</p><p><blockquote>“释放”事件已经被广泛期待了一段时间，所以它几乎没有人感到惊讶，但人们感觉到比iPhone 13发布更令人兴奋。iPhone 13系列在许多方面都好于预期，无论是性能还是销量。但它仍然是渐进的。</blockquote></p><p> The new MacBook Pros, on the other hand, will be truly new. They will feature a complete hardware redesign inside and out. The bodies will be thinned and lightened to take advantage of Apple Silicon’s energy efficiency. New screens (in 14-inch and 16-inch sizes) are expected to feature mini-LED backlighting for improved contrast.</p><p><blockquote>另一方面，新的MacBook Pros将是真正的新。它们将从里到外进行完整的硬件重新设计。机身将变得更薄更轻，以利用苹果硅的能源效率。新屏幕（14英寸和16英寸尺寸）预计将采用迷你LED背光，以提高对比度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e00c39f6186575fa43647fcffaa3b24f\" tg-width=\"640\" tg-height=\"407\" width=\"100%\" height=\"auto\"><span>Artist’s conception of the new 16-inch MacBook Pro. Source: MacRumors.</span></p><p><blockquote><p class=\"t-img-caption\"><span>新款16英寸MacBook Pro的艺术家构想。来源：MacRumors。</span></p></blockquote></p><p> Most reports continue to refer to the Apple Silicon chip that will power these new Macs as the M1X. I personally doubt this. It’s been nearly a year since the release of the first M1-powered Macs. Apple needs to convey more progress than just an incrementally improved M1, so I think the “M2” designation is likely.</p><p><blockquote>大多数报道继续将为这些新Mac提供动力的苹果硅芯片称为M1X。我个人对此表示怀疑。第一批M1驱动的MAC电脑发布已经快一年了。苹果需要传达更多的进步，而不仅仅是逐步改进的M1，所以我认为“M2”称号是可能的。</blockquote></p><p> This won’t be just a marketing ploy. I expect the new M2 not only to feature more CPU performance cores (8 vs. the 4 of the M1) but a new design for the cores based on the A15 Bionic. From early performance testing of the iPhone 13, it’s apparent that the A15 performance cores got a performance bump. As reported by&nbsp;Tom’s Guide, the A15 in the iPhone 13 Pro scored over 20% better than the A14 in iPhone 12 Pro in the Geekbench 5 multicore test.</p><p><blockquote>这不仅仅是一个营销策略。我预计新的M2不仅会有更多的CPU性能内核（8个对M1的4个），还会有基于A15 Bionic的内核的新设计。从iPhone 13的早期性能测试来看，很明显A15性能核心的性能有所提升。据Tom’s Guide报道，在Geekbench 5多核测试中，iPhone 13 Pro中的A15比iPhone 12 Pro中的A14高出20%以上。</blockquote></p><p> Graphics processing also is expected to improve with at least double the M1’s 8 GPU cores. Other features of the A15 will likely be carried over as well, including an improved Neural Processing Unit and Image Signal Processor. The integrated memory, a unique feature of the M1, will likely get a speed bump and larger base configuration (16 GB vs. 8 GB in the M1).</p><p><blockquote>图形处理也有望得到改善，至少是M1 8个GPU内核的两倍。A15的其他功能也可能会被继承，包括改进的神经处理单元和图像信号处理器。集成内存是M1的一个独特功能，可能会有一个减速带和更大的基本配置（16 GB对M1的8 GB）。</blockquote></p><p> This will be the pattern going forward. iPhone will introduce the latest Apple Silicon designs in a scaled-down chip, with M-series chips building on these designs and scaling them up for Mac use. Apple has to do this in order to make best use of its processor design and engineering resources.</p><p><blockquote>这将是未来的模式。iPhone将在缩小的芯片中引入最新的苹果硅设计，M系列芯片将基于这些设计，并将其放大以供Mac使用。苹果不得不这样做，以便最大限度地利用其处理器设计和工程资源。</blockquote></p><p> The big question is whether M2 will preserve the&nbsp;exceptional efficiency advantage I described&nbsp;for the M1 based on testing of my own MacBook Air. The M2 may give up some efficiency in the name of performance, a perfectly reasonable trade considering the huge efficiency advantage that the M1 enjoys over comparable x86 processors.</p><p><blockquote>最大的问题是，M2是否会保持我根据我自己的MacBook Air测试为M1描述的卓越效率优势。M2可能会以性能的名义放弃一些效率，考虑到M1相对于同类x86处理器享有的巨大效率优势，这是一个完全合理的交易。</blockquote></p><p> <b>Why the M1 was a stealth revolution</b></p><p><blockquote><b>为什么M1是一场隐形革命</b></blockquote></p><p> It could be argued that Apple’s M1 Macs were the truly revolutionary products, and that M2 based Macs are just following in the footsteps of the M1. This may be true, but the M1 was a stealth revolution for a number of reasons.</p><p><blockquote>可以说，苹果的M1苹果电脑是真正革命性的产品，而基于M2的苹果电脑只是在追随M1的脚步。这可能是真的，但M1是一场隐形革命，原因有很多。</blockquote></p><p> For one, the M1 got stuffed into existing Mac form factors that weren’t really optimized for the chip. Battery capacity was actually overkilled since it was designed for the much more power-hungry Intel chips. In my daily use of the Air, battery level typically never falls below 80%. Fans in the 13-inch MacBook Pro and the Mac Mini were also overkilled.</p><p><blockquote>首先，M1被塞进了现有的Mac外形中，而这些外形并没有真正针对芯片进行优化。电池容量实际上被夸大了，因为它是为更耗电的英特尔芯片设计的。在我日常使用空气时，电池电量通常不会低于80%。13英寸MacBook Pro和Mac Mini的粉丝也被过度使用了。</blockquote></p><p> Using the packaging from the Intel era simply didn’t convey the revolutionary character of the M1. Also, the chip itself, while more than adequate for most desktop usage, including surprisingly good video editing performance, wasn’t as powerful as the most powerful Intel (INTC) and AMD (AMD) chips. The M1 could be passed off as merely an upscaled iPhone chip. Nothing to see here. Move along.</p><p><blockquote>使用英特尔时代的包装根本无法传达M1的革命性特征。此外，该芯片本身虽然足以满足大多数桌面使用，包括令人惊讶的良好视频编辑性能，但不如最强大的英特尔(INTC)和AMD(AMD)芯片强大。M1可以被冒充为仅仅是升级版的iPhone芯片。这里没什么可看的。往前走。</blockquote></p><p> <b>How the next-generation Apple Silicon Macs will change everything</b></p><p><blockquote><b>下一代苹果硅MAC将如何改变一切</b></blockquote></p><p></p><p> I have consistently argued that processing efficiency is everything since power dissipation is a key limiting factor in the absolute computing performance of a chip. Although x86 processors feature a “Turbo Mode” with a higher clock frequency, most cannot sustain that for an extended period of time, due to temperature limits for the chip.</p><p><blockquote>我一直认为处理效率就是一切，因为功耗是芯片绝对计算性能的关键限制因素。尽管x86处理器具有具有更高时钟频率的“Turbo模式”，但由于芯片的温度限制，大多数处理器无法长时间维持这种模式。</blockquote></p><p> One of the interesting characteristics of the M1 is that it has no “turbo mode.” The M1 is capable of running at its rated clock rate indefinitely, with only minimal cooling. Yet, there has been no existence proof of my thesis that a scaled-up M1 with more CPU and GPU cores would be able to beat x86 in absolute performance.</p><p><blockquote>M1的一个有趣的特点是它没有“涡轮模式”。M1能够无限期地以其额定时钟速率运行，只需最少的冷却。然而，没有证据证明我的论文，即拥有更多CPU和GPU内核的放大M1能够在绝对性能上击败x86。</blockquote></p><p> Thus, absolute performance, never mind efficiency, became the last bastion of x86. That bastion is about to be seriously eroded, if not obliterated, by the M2. If multicore performance of the M2 scales anywhere close to the expected increase in core count, there won’t be anything in the mobile world that can touch it in absolute performance, at least for processors with integrated graphics.</p><p><blockquote>因此，绝对的性能，更不用说效率，成为x86的最后堡垒。这座堡垒即使没有被M2摧毁，也将被严重侵蚀。如果M2的多核性能扩展到接近预期的核心数量增长，那么移动领域将没有任何东西可以在绝对性能上与它相提并论，至少对于集成显卡的处理器来说是这样。</blockquote></p><p> Discrete graphics is another matter, and for a while at least, laptops and desktops with discrete GPUs will be able to offer more graphics performance. PC gaming, which I also enjoy, will remain the province of x86 CPUs combined with discrete GPUs.</p><p><blockquote>独立显卡是另一回事，至少在一段时间内，配备独立GPU的笔记本电脑和台式机将能够提供更多的图形性能。我也喜欢的PC游戏仍将是x86 CPU与独立GPU相结合的领域。</blockquote></p><p> But the M2 will completely reshape consumer expectations of laptop (and mid-range desktop) performance. The M2 will provide the needed existence proof that Apple Silicon is scalable to high-core count processors. Next year, Apple will be in a position to conquer even the performance heights now occupied by the largest CPUs from Intel and AMD.</p><p><blockquote>但M2将彻底重塑消费者对笔记本电脑（和中端台式机）性能的期望。M2将提供所需的存在证明，证明苹果芯片可扩展到高核数处理器。明年，苹果将有能力征服现在由英特尔和AMD最大的CPU占据的性能高度。</blockquote></p><p> <b>Investor takeaways</b></p><p><blockquote><b>投资者要点</b></blockquote></p><p> Apple’s journey to becoming a dominant fabless semiconductor company has been long and often disparaged. Even now, some critics claim that Apple is just a consumer goods company lacking innovation. Unfortunately for Apple investors, Apple’s innovation has often been more real than apparent.</p><p><blockquote>苹果成为一家占主导地位的无晶圆厂半导体公司的旅程是漫长的，而且经常受到贬低。即使是现在，一些批评者声称苹果只是一家缺乏创新的消费品公司。不幸的是，对于苹果投资者来说，苹果的创新往往比表面上的更真实。</blockquote></p><p> I expect the new M2 MacBook Pros to help change this. By virtue of being optimized for Apple Silicon, they will offer a combination of thin design, lightweight, battery life, and performance that simply isn’t available anywhere else. The advantages of Apple Silicon will no longer be stealthy and non-obvious to consumers. The new M2 Macs will telegraph the advantages of Apple Silicon in ways that the M1 MacBooks could not.</p><p><blockquote>我希望新的M2 MacBook Pros有助于改变这种情况。由于针对苹果硅进行了优化，它们将提供轻薄设计、轻质、电池寿命和性能的组合，这是其他任何地方都无法提供的。苹果硅的优势对消费者来说将不再是隐形和不明显的。新款M2 Macs将以M1 MacBooks无法做到的方式展现苹果芯片的优势。</blockquote></p><p> Apple’s Mac market share has been growing steadily, but unspectacularly, this year. According to&nbsp;IDC, Apple’s PC unit share in Q3 stood at just 8.8%, up from 8.3% a year ago. The PC market is still quite large, and Apple’s relatively small share means that there is still huge growth potential in Mac.</p><p><blockquote>今年，苹果的Mac市场份额一直在稳步增长，但并不引人注目。根据IDC的数据，苹果第三季度PC部门份额仅为8.8%，高于一年前的8.3%。PC市场仍然相当大，苹果相对较小的份额意味着Mac仍有巨大的增长潜力。</blockquote></p><p> I expect Apple’s share gains in the PC market to accelerate markedly with the introduction of M2 Macs and other even higher performance Macs to follow. I remain long Apple and rate it a Buy.</p><p><blockquote>我预计，随着M2 Mac和其他性能更高的Mac的推出，苹果在PC市场的份额增长将显着加速。我仍然做多苹果，并将其评级为买入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4459950-apple-is-about-to-change-the-world-again\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4459950-apple-is-about-to-change-the-world-again","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168172784","content_text":"Summary\n\n“Unleashed” event to unveil high-end Apple Silicon MacBook Pros.\nWhy the M1 was a stealth revolution.\nHow the next-generation Apple Silicon Macs will change everything.\nInvestor takeaways.\n\nNikada/iStock Unreleased via Getty Images\nA few weeks ago, I urged Apple (AAPL) investors to stop worrying about the latest iPhone and focus instead on the widely expected next-generation Apple Silicon MacBook Pros. That time has now arrived. Apple will “unleash” these new Macs at a special event on Monday and once again reshape the computer industry.\nSource: Apple’s YouTube channel.\n“Unleashed” event to unveil high-end Apple Silicon MacBook Pros\nThe “Unleashed” event had been widely expected for some time, so it came as virtually no surprise to anyone, yet one senses more excitement than for the iPhone 13 launch. The iPhone 13 series has, in many ways, turned out better than expected, both in performance, as well as sales. But it was still incremental.\nThe new MacBook Pros, on the other hand, will be truly new. They will feature a complete hardware redesign inside and out. The bodies will be thinned and lightened to take advantage of Apple Silicon’s energy efficiency. New screens (in 14-inch and 16-inch sizes) are expected to feature mini-LED backlighting for improved contrast.\nArtist’s conception of the new 16-inch MacBook Pro. Source: MacRumors.\nMost reports continue to refer to the Apple Silicon chip that will power these new Macs as the M1X. I personally doubt this. It’s been nearly a year since the release of the first M1-powered Macs. Apple needs to convey more progress than just an incrementally improved M1, so I think the “M2” designation is likely.\nThis won’t be just a marketing ploy. I expect the new M2 not only to feature more CPU performance cores (8 vs. the 4 of the M1) but a new design for the cores based on the A15 Bionic. From early performance testing of the iPhone 13, it’s apparent that the A15 performance cores got a performance bump. As reported by Tom’s Guide, the A15 in the iPhone 13 Pro scored over 20% better than the A14 in iPhone 12 Pro in the Geekbench 5 multicore test.\nGraphics processing also is expected to improve with at least double the M1’s 8 GPU cores. Other features of the A15 will likely be carried over as well, including an improved Neural Processing Unit and Image Signal Processor. The integrated memory, a unique feature of the M1, will likely get a speed bump and larger base configuration (16 GB vs. 8 GB in the M1).\nThis will be the pattern going forward. iPhone will introduce the latest Apple Silicon designs in a scaled-down chip, with M-series chips building on these designs and scaling them up for Mac use. Apple has to do this in order to make best use of its processor design and engineering resources.\nThe big question is whether M2 will preserve the exceptional efficiency advantage I described for the M1 based on testing of my own MacBook Air. The M2 may give up some efficiency in the name of performance, a perfectly reasonable trade considering the huge efficiency advantage that the M1 enjoys over comparable x86 processors.\nWhy the M1 was a stealth revolution\nIt could be argued that Apple’s M1 Macs were the truly revolutionary products, and that M2 based Macs are just following in the footsteps of the M1. This may be true, but the M1 was a stealth revolution for a number of reasons.\nFor one, the M1 got stuffed into existing Mac form factors that weren’t really optimized for the chip. Battery capacity was actually overkilled since it was designed for the much more power-hungry Intel chips. In my daily use of the Air, battery level typically never falls below 80%. Fans in the 13-inch MacBook Pro and the Mac Mini were also overkilled.\nUsing the packaging from the Intel era simply didn’t convey the revolutionary character of the M1. Also, the chip itself, while more than adequate for most desktop usage, including surprisingly good video editing performance, wasn’t as powerful as the most powerful Intel (INTC) and AMD (AMD) chips. The M1 could be passed off as merely an upscaled iPhone chip. Nothing to see here. Move along.\nHow the next-generation Apple Silicon Macs will change everything\nI have consistently argued that processing efficiency is everything since power dissipation is a key limiting factor in the absolute computing performance of a chip. Although x86 processors feature a “Turbo Mode” with a higher clock frequency, most cannot sustain that for an extended period of time, due to temperature limits for the chip.\nOne of the interesting characteristics of the M1 is that it has no “turbo mode.” The M1 is capable of running at its rated clock rate indefinitely, with only minimal cooling. Yet, there has been no existence proof of my thesis that a scaled-up M1 with more CPU and GPU cores would be able to beat x86 in absolute performance.\nThus, absolute performance, never mind efficiency, became the last bastion of x86. That bastion is about to be seriously eroded, if not obliterated, by the M2. If multicore performance of the M2 scales anywhere close to the expected increase in core count, there won’t be anything in the mobile world that can touch it in absolute performance, at least for processors with integrated graphics.\nDiscrete graphics is another matter, and for a while at least, laptops and desktops with discrete GPUs will be able to offer more graphics performance. PC gaming, which I also enjoy, will remain the province of x86 CPUs combined with discrete GPUs.\nBut the M2 will completely reshape consumer expectations of laptop (and mid-range desktop) performance. The M2 will provide the needed existence proof that Apple Silicon is scalable to high-core count processors. Next year, Apple will be in a position to conquer even the performance heights now occupied by the largest CPUs from Intel and AMD.\nInvestor takeaways\nApple’s journey to becoming a dominant fabless semiconductor company has been long and often disparaged. Even now, some critics claim that Apple is just a consumer goods company lacking innovation. Unfortunately for Apple investors, Apple’s innovation has often been more real than apparent.\nI expect the new M2 MacBook Pros to help change this. By virtue of being optimized for Apple Silicon, they will offer a combination of thin design, lightweight, battery life, and performance that simply isn’t available anywhere else. The advantages of Apple Silicon will no longer be stealthy and non-obvious to consumers. The new M2 Macs will telegraph the advantages of Apple Silicon in ways that the M1 MacBooks could not.\nApple’s Mac market share has been growing steadily, but unspectacularly, this year. According to IDC, Apple’s PC unit share in Q3 stood at just 8.8%, up from 8.3% a year ago. The PC market is still quite large, and Apple’s relatively small share means that there is still huge growth potential in Mac.\nI expect Apple’s share gains in the PC market to accelerate markedly with the introduction of M2 Macs and other even higher performance Macs to follow. I remain long Apple and rate it a Buy.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176561260,"gmtCreate":1626908380850,"gmtModify":1633769969308,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Jump ship or&nbsp;Partnership. Something brewing I guess&nbsp;","listText":"Jump ship or&nbsp;Partnership. Something brewing I guess&nbsp;","text":"Jump ship or Partnership. Something brewing I guess","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/176561260","repostId":"1160993283","repostType":4,"repost":{"id":"1160993283","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626881542,"share":"https://www.laohu8.com/m/news/1160993283?lang=zh_CN&edition=full","pubTime":"2021-07-21 23:32","market":"us","language":"en","title":"Nio Exec Jumps Ship To Join GM's New Electric Delivery Van Unit<blockquote>蔚来高管跳槽加入通用汽车新电动送货车部门</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160993283","media":"Benzinga","summary":"Chinese startupNio, Inc.NIO 5.98%has evolved as a premium maker of electric vehicles focusing on design and technology. It has now emerged that $one$ of its senior talents has been poached by legacy automakerGeneral Motor CompanyGM 1.22%.The new executives joining BrightDrop are: Anthony Armenta, who will join as chief technology officer; Rachad Youssef, chief product officer; Shaluinn Fullove, chief people officer; and Steve Hornyak, chief revenue officer.Armenta, Youssef and Fullove will be ba","content":"<p>Chinese startup<b>Nio, Inc.</b>NIO 5.98%has evolved as a premium maker of electric vehicles focusing on design and technology. It has now emerged that <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its senior talents has been poached by legacy automaker<b>General Motor Company</b>GM 1.22%.</p><p><blockquote>中国创业公司<b>蔚来公司。</b>蔚来5.98%已发展成为一家专注于设计和技术的高端电动汽车制造商。现在看来，<a href=\"https://laohu8.com/S/AONE.U\">一</a>其高级人才已被传统汽车制造商挖走<b>通用汽车公司</b>通用汽车1.22%。</blockquote></p><p> <b>What Happened:</b>GMannounced Tuesday that it has added four new executives to the leadership team of its BrightDrop brand. The company launched BrightDrop as a new business in January to focus on the manufacturing of electric delivery vehicles.</p><p><blockquote><b>发生了什么：</b>GMAN周二宣布，其BrightDrop品牌的领导团队增加了四名新高管。该公司在一月份推出了BrightDrop作为一项新业务，专注于电动送货车的制造。</blockquote></p><p> The new executives joining BrightDrop are: Anthony Armenta, who will join as chief technology officer;&nbsp;Rachad Youssef,&nbsp;chief product officer;&nbsp;Shaluinn Fullove, chief people officer; and Steve Hornyak, chief revenue officer.</p><p><blockquote>加入BrightDrop的新高管有：Anthony Armenta，他将担任首席技术官；首席产品官Rachad Youssef；Shaluinn Fullove，首席人力官；史蒂夫·霍尼亚克(Steve Hornyak)，首席收入官。</blockquote></p><p> Armenta, Youssef and Fullove will be based in BrightDrop's San Francisco Bay Area offices, and Hornyak in Atlanta, the company said.</p><p><blockquote>该公司表示，Armenta、Youssef和Fullove将在BrightDrop的旧金山湾区办事处和亚特兰大的Hornyak工作。</blockquote></p><p> Youssef was previously employed at Nio's advanced research and innovation center in Silicon Valley. His LinkedIn bio, which has&nbsp;yet to be updated with the new position, shows&nbsp;he has been with Nio since June 2016 as <a href=\"https://laohu8.com/S/VP..UK\">VP</a>, software product management.</p><p><blockquote>优素福此前受雇于蔚来位于硅谷的高级研究和创新中心。他的LinkedIn简历显示，他自2016年6月以来一直在蔚来工作，担任<a href=\"https://laohu8.com/S/VP..UK\">副总裁</a>、软件产品管理。</blockquote></p><p> Before his tenure at Nio, Youssef was employed at<b>Amazon, Inc.</b>AMZN 0.2%-owned autonomous vehicle companyZooxfor about a year-and-a-half.</p><p><blockquote>在蔚来任职之前，优素福曾受雇于<b>亚马逊公司。</b>AMZN持有自动驾驶汽车公司Zooxfor 0.2%的股份约一年半。</blockquote></p><p> <b>Why It's Important:</b>GM's appointment of new talent at BrightDrop signals a serious intent to make headway into the ecosystem of electric first-to-last-mile products, software and services to empower delivery and logistics companies.</p><p><blockquote><b>为什么它很重要：</b>通用汽车在BrightDrop任命新人才标志着其在电动第一英里到最后一英里产品、软件和服务生态系统中取得进展的严肃意图，以增强交付和物流公司的能力。</blockquote></p><p> BrightDrop is scheduled to launch the EV600 van this year, and it has signed<b>FedEx Corporation</b>FDX 0.03%<a href=\"https://laohu8.com/S/EXPR\">Express</a> as its first customer.</p><p><blockquote>BrightDrop计划在今年推出EV600厢式货车，并已签署<b>联邦快递公司</b>FDX 0.03%<a href=\"https://laohu8.com/S/EXPR\">表达</a>作为它的第一个客户。</blockquote></p><p> Nio shares were up 5.16% at $46.45 at last check Wednesday, while GM was up 1.05% at $56.74.</p><p><blockquote>周三最后一次检查时，蔚来股价上涨5.16%，至46.45美元，通用汽车股价上涨1.05%，至56.74美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Exec Jumps Ship To Join GM's New Electric Delivery Van Unit<blockquote>蔚来高管跳槽加入通用汽车新电动送货车部门</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; 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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 Exec Jumps Ship To Join GM's New Electric Delivery Van Unit<blockquote>蔚来高管跳槽加入通用汽车新电动送货车部门</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-21 23:32</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Chinese startup<b>Nio, Inc.</b>NIO 5.98%has evolved as a premium maker of electric vehicles focusing on design and technology. It has now emerged that <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its senior talents has been poached by legacy automaker<b>General Motor Company</b>GM 1.22%.</p><p><blockquote>中国创业公司<b>蔚来公司。</b>蔚来5.98%已发展成为一家专注于设计和技术的高端电动汽车制造商。现在看来，<a href=\"https://laohu8.com/S/AONE.U\">一</a>其高级人才已被传统汽车制造商挖走<b>通用汽车公司</b>通用汽车1.22%。</blockquote></p><p> <b>What Happened:</b>GMannounced Tuesday that it has added four new executives to the leadership team of its BrightDrop brand. The company launched BrightDrop as a new business in January to focus on the manufacturing of electric delivery vehicles.</p><p><blockquote><b>发生了什么：</b>GMAN周二宣布，其BrightDrop品牌的领导团队增加了四名新高管。该公司在一月份推出了BrightDrop作为一项新业务，专注于电动送货车的制造。</blockquote></p><p> The new executives joining BrightDrop are: Anthony Armenta, who will join as chief technology officer;&nbsp;Rachad Youssef,&nbsp;chief product officer;&nbsp;Shaluinn Fullove, chief people officer; and Steve Hornyak, chief revenue officer.</p><p><blockquote>加入BrightDrop的新高管有：Anthony Armenta，他将担任首席技术官；首席产品官Rachad Youssef；Shaluinn Fullove，首席人力官；史蒂夫·霍尼亚克(Steve Hornyak)，首席收入官。</blockquote></p><p> Armenta, Youssef and Fullove will be based in BrightDrop's San Francisco Bay Area offices, and Hornyak in Atlanta, the company said.</p><p><blockquote>该公司表示，Armenta、Youssef和Fullove将在BrightDrop的旧金山湾区办事处和亚特兰大的Hornyak工作。</blockquote></p><p> Youssef was previously employed at Nio's advanced research and innovation center in Silicon Valley. His LinkedIn bio, which has&nbsp;yet to be updated with the new position, shows&nbsp;he has been with Nio since June 2016 as <a href=\"https://laohu8.com/S/VP..UK\">VP</a>, software product management.</p><p><blockquote>优素福此前受雇于蔚来位于硅谷的高级研究和创新中心。他的LinkedIn简历显示，他自2016年6月以来一直在蔚来工作，担任<a href=\"https://laohu8.com/S/VP..UK\">副总裁</a>、软件产品管理。</blockquote></p><p> Before his tenure at Nio, Youssef was employed at<b>Amazon, Inc.</b>AMZN 0.2%-owned autonomous vehicle companyZooxfor about a year-and-a-half.</p><p><blockquote>在蔚来任职之前，优素福曾受雇于<b>亚马逊公司。</b>AMZN持有自动驾驶汽车公司Zooxfor 0.2%的股份约一年半。</blockquote></p><p> <b>Why It's Important:</b>GM's appointment of new talent at BrightDrop signals a serious intent to make headway into the ecosystem of electric first-to-last-mile products, software and services to empower delivery and logistics companies.</p><p><blockquote><b>为什么它很重要：</b>通用汽车在BrightDrop任命新人才标志着其在电动第一英里到最后一英里产品、软件和服务生态系统中取得进展的严肃意图，以增强交付和物流公司的能力。</blockquote></p><p> BrightDrop is scheduled to launch the EV600 van this year, and it has signed<b>FedEx Corporation</b>FDX 0.03%<a href=\"https://laohu8.com/S/EXPR\">Express</a> as its first customer.</p><p><blockquote>BrightDrop计划在今年推出EV600厢式货车，并已签署<b>联邦快递公司</b>FDX 0.03%<a href=\"https://laohu8.com/S/EXPR\">表达</a>作为它的第一个客户。</blockquote></p><p> Nio shares were up 5.16% at $46.45 at last check Wednesday, while GM was up 1.05% at $56.74.</p><p><blockquote>周三最后一次检查时，蔚来股价上涨5.16%，至46.45美元，通用汽车股价上涨1.05%，至56.74美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NGD":"New Gold","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160993283","content_text":"Chinese startupNio, Inc.NIO 5.98%has evolved as a premium maker of electric vehicles focusing on design and technology. It has now emerged that one of its senior talents has been poached by legacy automakerGeneral Motor CompanyGM 1.22%.\nWhat Happened:GMannounced Tuesday that it has added four new executives to the leadership team of its BrightDrop brand. The company launched BrightDrop as a new business in January to focus on the manufacturing of electric delivery vehicles.\nThe new executives joining BrightDrop are: Anthony Armenta, who will join as chief technology officer; Rachad Youssef, chief product officer; Shaluinn Fullove, chief people officer; and Steve Hornyak, chief revenue officer.\nArmenta, Youssef and Fullove will be based in BrightDrop's San Francisco Bay Area offices, and Hornyak in Atlanta, the company said.\nYoussef was previously employed at Nio's advanced research and innovation center in Silicon Valley. His LinkedIn bio, which has yet to be updated with the new position, shows he has been with Nio since June 2016 as VP, software product management.\nBefore his tenure at Nio, Youssef was employed atAmazon, Inc.AMZN 0.2%-owned autonomous vehicle companyZooxfor about a year-and-a-half.\nWhy It's Important:GM's appointment of new talent at BrightDrop signals a serious intent to make headway into the ecosystem of electric first-to-last-mile products, software and services to empower delivery and logistics companies.\nBrightDrop is scheduled to launch the EV600 van this year, and it has signedFedEx CorporationFDX 0.03%Express as its first customer.\nNio shares were up 5.16% at $46.45 at last check Wednesday, while GM was up 1.05% at $56.74.","news_type":1,"symbols_score_info":{"NIO":0.9,"UNT":0.9,"NGD":0.9}},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":609067852,"gmtCreate":1638224798717,"gmtModify":1638224918545,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609067852","repostId":"2186262293","repostType":4,"isVote":1,"tweetType":1,"viewCount":1266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875177229,"gmtCreate":1637629030979,"gmtModify":1637629031192,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875177229","repostId":"1122322848","repostType":4,"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864750172,"gmtCreate":1633152031540,"gmtModify":1633152031912,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Way to go!","listText":"Way to go!","text":"Way to go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/864750172","repostId":"2172842961","repostType":2,"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":817978457,"gmtCreate":1630902004379,"gmtModify":1631890135727,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Cooling down","listText":"Cooling down","text":"Cooling down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/817978457","repostId":"1126654067","repostType":4,"repost":{"id":"1126654067","kind":"news","pubTimestamp":1630885254,"share":"https://www.laohu8.com/m/news/1126654067?lang=zh_CN&edition=full","pubTime":"2021-09-06 07:40","market":"us","language":"en","title":"Is the U.S. stock market open on Labor Day?<blockquote>劳动节美股开市吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126654067","media":"MarketWatch","summary":"It is unofficially summer’s last hurrah for Wall Street investors.\nU.S. financial markets will be cl","content":"<p>It is unofficially summer’s last hurrah for Wall Street investors.</p><p><blockquote>对于华尔街投资者来说，这是非正式的夏季最后一次欢呼。</blockquote></p><p> U.S. financial markets will be closed for Labor Day on Monday, Sept. 6, marking a three-day weekend in the U.S., following what has been a mostly spectacular run for the stock market. The rally came despite concerns about the spread of the delta variant of the coronavirus and unease about the timetable for an eventual rollback of easy-money policies implemented by the Federal Reserve at the onset of the pandemic last year.</p><p><blockquote>美国金融市场将于9月6日周一因劳动节休市，这标志着美国为期三天的周末，此前股市经历了一段非常壮观的走势。尽管人们担心冠状病毒德尔塔变异毒株的蔓延，并对美联储去年大流行开始时实施的宽松货币政策最终回滚的时间表感到不安，但股市还是出现了反弹。</blockquote></p><p> On Monday, U.S. stock exchanges, including the Intercontinental Exchange Inc.&nbsp;-owned New York Stock Exchange and Nasdaq Inc.,will be closed, so don’t look for any action in individual stocks or indexes including the Dow Jones Industrial Average,&nbsp;S&amp;P 500&nbsp;or Nasdaq Composite indexes.</p><p><blockquote>周一，包括洲际交易所旗下的纽约证券交易所和纳斯达克在内的美国证券交易所将休市，因此不要寻找道琼斯工业平均指数、标准普尔500指数或纳斯达克综合指数等个股或指数的任何走势。</blockquote></p><p> The S&amp;P 500 has already notched 54 record closing highs in 2021 and was looking for its 55th on Friday, while the Nasdaq Composite&nbsp;was on track to book its 35th&nbsp;all-time high of the year. The Dow stood less than a percentage point from its Aug. 16 record, mid-afternoon Friday.</p><p><blockquote>标普500在2021年已经创下了54个历史收盘新高，并有望在周五创下第55个历史新高，而纳斯达克综合指数有望创下今年第35个历史新高。周五下午，道琼斯指数较8月16日的纪录上涨了不到一个百分点。</blockquote></p><p> Sifma, the securities-industry trade group for fixed-income, also has recommended the bond market close on Labor Day, including trading in the 10-year Treasury note,which was&nbsp;yielding around 1.33%&nbsp;after the U.S. August jobs report came in weaker than expected.</p><p><blockquote>证券业固定收益贸易组织Sifma也建议债券市场在劳动节休市，包括10年期国债交易，在美国8月就业报告公布后，该国债收益率约为1.33%。低于预期。</blockquote></p><p> However, the&nbsp;Labor Department’s employment report,which showed that&nbsp;235,000 jobs were created in August, far below expectations for more than 700,000, failed to dull expectations among sovereign debt investors for a near-term announcement of tapering of the Fed’s $120 billion in monthly purchases in Treasurys and mortgage-backed securities.</p><p><blockquote>然而，美国劳工部的就业报告显示，8月份新增就业岗位23.5万个，远低于预期的70多万个，但这未能降低主权债务投资者对美联储近期宣布缩减每月1200亿美元美国国债和抵押贷款支持证券购买规模的预期。</blockquote></p><p> Trading in most commodity futures, including Nymex crude-oil&nbsp;and Comex gold,on U.S. exchanges will also be halted Monday.</p><p><blockquote>美国交易所的大多数商品期货交易，包括纽约商品交易所原油和纽约商品交易所黄金，也将于周一停止。</blockquote></p><p> Is there any significance to the holiday for average investors, besides the time off in the U.S. and the barbecues?</p><p><blockquote>除了在美国度假和烧烤之外，这个假期对普通投资者还有什么意义吗？</blockquote></p><p> Probably not.</p><p><blockquote>应该不会吧。</blockquote></p><p> But the May Memorial Day to September Labor Day period in recent years has proven a bullish stretch one for investors, according to Dow Jones Market Data. The Dow, for example, is up by about 2% over that period and averages a gain of 1.3%, producing a winning record 65% of the time. The Dow is currently enjoying a win streak, over the past six Memorial Day/Labor Day periods, representing the longest win streak since 1989. Last year, the markets gained nearly 15% over that time.</p><p><blockquote>但根据道琼斯市场数据，近年来，五月阵亡将士纪念日至九月劳动节期间对投资者来说是一段看涨的时期。例如，道琼斯指数在此期间上涨了约2%，平均涨幅为1.3%，65%的时间创造了获胜记录。在过去的六个阵亡将士纪念日/劳动节期间，道琼斯指数目前正在享受连胜，这是自1989年以来最长的连胜。去年，市场同期上涨了近15%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3f0f061a4ddd2ca31c53f8aa68e3cce\" tg-width=\"699\" tg-height=\"564\" width=\"100%\" height=\"auto\"><span>DOW JONES MARKET DATA</span></p><p><blockquote><p class=\"t-img-caption\"><span>道琼斯市场数据</span></p></blockquote></p><p> The S&amp;P 500 is on a similar win streak and is up nearly 8% so far this Memorial Day-Labor Day period. It has risen more than 70% over that period in past years and averages a 1.7% gain. The broad-market index rose 16% during that time in 2020.</p><p><blockquote>标普500也取得了类似的连胜，在阵亡将士纪念日至劳动节期间迄今为止已上涨近8%。过去几年同期上涨了70%以上，平均涨幅为1.7%。2020年期间，大盘指数上涨了16%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c780a46e32d055feb3e3f5e10fc987f\" tg-width=\"699\" tg-height=\"564\" width=\"100%\" height=\"auto\"><span>DOW JONES MARKET DATA</span></p><p><blockquote><p class=\"t-img-caption\"><span>道琼斯市场数据</span></p></blockquote></p><p> But if there is a bona fide trend in the Labor Day trading it may be this one that MarketWatch’s&nbsp;Steve Goldstein reports, quoting Raymond James strategist Tavis McCourt, who says that in the last two years, there was a big value and cyclical bias in stock markets after the holiday, and in 2018, markets basically collapsed after the summer drew to a close.</p><p><blockquote>但如果劳动节交易中存在真正的趋势，那么MarketWatch的Steve Goldstein援引Raymond James策略师Tavis McCourt的话说，在过去两年中，股市存在很大的价值和周期性偏差。节后股市，2018年，夏季接近尾声后市场基本崩溃。</blockquote></p><p> It is impossible to know if the stock market rally will peter out similarly this time around but there is a growing sense on Wall Street that valuations are too lofty and equity indexes are due for a pullback of at least 5% or better from current heights.</p><p><blockquote>不可能知道这一次股市涨势是否会以类似的方式逐渐消失，但华尔街越来越多的人认为估值过高，股指将从当前高度回调至少5%或更好。</blockquote></p><p> Markets will be back to business as usual on Tuesday and, of course, European bourses, including London’s FTSE 100&nbsp;index and the pan-European Stoxx Europe 600&nbsp;will be open on Monday, as well as Asian markets, the Nikkei 225,Hong Kong’s Hang Seng&nbsp;and the Shanghai Composite Index.</p><p><blockquote>市场将于周二恢复照常营业，当然，欧洲证券交易所，包括伦敦富时100指数和泛欧斯托克欧洲600指数，以及亚洲市场、日经225指数、香港恒生指数和上证综合指数。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is the U.S. stock market open on Labor Day?<blockquote>劳动节美股开市吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs the U.S. stock market open on Labor Day?<blockquote>劳动节美股开市吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-09-06 07:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It is unofficially summer’s last hurrah for Wall Street investors.</p><p><blockquote>对于华尔街投资者来说，这是非正式的夏季最后一次欢呼。</blockquote></p><p> U.S. financial markets will be closed for Labor Day on Monday, Sept. 6, marking a three-day weekend in the U.S., following what has been a mostly spectacular run for the stock market. The rally came despite concerns about the spread of the delta variant of the coronavirus and unease about the timetable for an eventual rollback of easy-money policies implemented by the Federal Reserve at the onset of the pandemic last year.</p><p><blockquote>美国金融市场将于9月6日周一因劳动节休市，这标志着美国为期三天的周末，此前股市经历了一段非常壮观的走势。尽管人们担心冠状病毒德尔塔变异毒株的蔓延，并对美联储去年大流行开始时实施的宽松货币政策最终回滚的时间表感到不安，但股市还是出现了反弹。</blockquote></p><p> On Monday, U.S. stock exchanges, including the Intercontinental Exchange Inc.&nbsp;-owned New York Stock Exchange and Nasdaq Inc.,will be closed, so don’t look for any action in individual stocks or indexes including the Dow Jones Industrial Average,&nbsp;S&amp;P 500&nbsp;or Nasdaq Composite indexes.</p><p><blockquote>周一，包括洲际交易所旗下的纽约证券交易所和纳斯达克在内的美国证券交易所将休市，因此不要寻找道琼斯工业平均指数、标准普尔500指数或纳斯达克综合指数等个股或指数的任何走势。</blockquote></p><p> The S&amp;P 500 has already notched 54 record closing highs in 2021 and was looking for its 55th on Friday, while the Nasdaq Composite&nbsp;was on track to book its 35th&nbsp;all-time high of the year. The Dow stood less than a percentage point from its Aug. 16 record, mid-afternoon Friday.</p><p><blockquote>标普500在2021年已经创下了54个历史收盘新高，并有望在周五创下第55个历史新高，而纳斯达克综合指数有望创下今年第35个历史新高。周五下午，道琼斯指数较8月16日的纪录上涨了不到一个百分点。</blockquote></p><p> Sifma, the securities-industry trade group for fixed-income, also has recommended the bond market close on Labor Day, including trading in the 10-year Treasury note,which was&nbsp;yielding around 1.33%&nbsp;after the U.S. August jobs report came in weaker than expected.</p><p><blockquote>证券业固定收益贸易组织Sifma也建议债券市场在劳动节休市，包括10年期国债交易，在美国8月就业报告公布后，该国债收益率约为1.33%。低于预期。</blockquote></p><p> However, the&nbsp;Labor Department’s employment report,which showed that&nbsp;235,000 jobs were created in August, far below expectations for more than 700,000, failed to dull expectations among sovereign debt investors for a near-term announcement of tapering of the Fed’s $120 billion in monthly purchases in Treasurys and mortgage-backed securities.</p><p><blockquote>然而，美国劳工部的就业报告显示，8月份新增就业岗位23.5万个，远低于预期的70多万个，但这未能降低主权债务投资者对美联储近期宣布缩减每月1200亿美元美国国债和抵押贷款支持证券购买规模的预期。</blockquote></p><p> Trading in most commodity futures, including Nymex crude-oil&nbsp;and Comex gold,on U.S. exchanges will also be halted Monday.</p><p><blockquote>美国交易所的大多数商品期货交易，包括纽约商品交易所原油和纽约商品交易所黄金，也将于周一停止。</blockquote></p><p> Is there any significance to the holiday for average investors, besides the time off in the U.S. and the barbecues?</p><p><blockquote>除了在美国度假和烧烤之外，这个假期对普通投资者还有什么意义吗？</blockquote></p><p> Probably not.</p><p><blockquote>应该不会吧。</blockquote></p><p> But the May Memorial Day to September Labor Day period in recent years has proven a bullish stretch one for investors, according to Dow Jones Market Data. The Dow, for example, is up by about 2% over that period and averages a gain of 1.3%, producing a winning record 65% of the time. The Dow is currently enjoying a win streak, over the past six Memorial Day/Labor Day periods, representing the longest win streak since 1989. Last year, the markets gained nearly 15% over that time.</p><p><blockquote>但根据道琼斯市场数据，近年来，五月阵亡将士纪念日至九月劳动节期间对投资者来说是一段看涨的时期。例如，道琼斯指数在此期间上涨了约2%，平均涨幅为1.3%，65%的时间创造了获胜记录。在过去的六个阵亡将士纪念日/劳动节期间，道琼斯指数目前正在享受连胜，这是自1989年以来最长的连胜。去年，市场同期上涨了近15%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3f0f061a4ddd2ca31c53f8aa68e3cce\" tg-width=\"699\" tg-height=\"564\" width=\"100%\" height=\"auto\"><span>DOW JONES MARKET DATA</span></p><p><blockquote><p class=\"t-img-caption\"><span>道琼斯市场数据</span></p></blockquote></p><p> The S&amp;P 500 is on a similar win streak and is up nearly 8% so far this Memorial Day-Labor Day period. It has risen more than 70% over that period in past years and averages a 1.7% gain. The broad-market index rose 16% during that time in 2020.</p><p><blockquote>标普500也取得了类似的连胜，在阵亡将士纪念日至劳动节期间迄今为止已上涨近8%。过去几年同期上涨了70%以上，平均涨幅为1.7%。2020年期间，大盘指数上涨了16%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c780a46e32d055feb3e3f5e10fc987f\" tg-width=\"699\" tg-height=\"564\" width=\"100%\" height=\"auto\"><span>DOW JONES MARKET DATA</span></p><p><blockquote><p class=\"t-img-caption\"><span>道琼斯市场数据</span></p></blockquote></p><p> But if there is a bona fide trend in the Labor Day trading it may be this one that MarketWatch’s&nbsp;Steve Goldstein reports, quoting Raymond James strategist Tavis McCourt, who says that in the last two years, there was a big value and cyclical bias in stock markets after the holiday, and in 2018, markets basically collapsed after the summer drew to a close.</p><p><blockquote>但如果劳动节交易中存在真正的趋势，那么MarketWatch的Steve Goldstein援引Raymond James策略师Tavis McCourt的话说，在过去两年中，股市存在很大的价值和周期性偏差。节后股市，2018年，夏季接近尾声后市场基本崩溃。</blockquote></p><p> It is impossible to know if the stock market rally will peter out similarly this time around but there is a growing sense on Wall Street that valuations are too lofty and equity indexes are due for a pullback of at least 5% or better from current heights.</p><p><blockquote>不可能知道这一次股市涨势是否会以类似的方式逐渐消失，但华尔街越来越多的人认为估值过高，股指将从当前高度回调至少5%或更好。</blockquote></p><p> Markets will be back to business as usual on Tuesday and, of course, European bourses, including London’s FTSE 100&nbsp;index and the pan-European Stoxx Europe 600&nbsp;will be open on Monday, as well as Asian markets, the Nikkei 225,Hong Kong’s Hang Seng&nbsp;and the Shanghai Composite Index.</p><p><blockquote>市场将于周二恢复照常营业，当然，欧洲证券交易所，包括伦敦富时100指数和泛欧斯托克欧洲600指数，以及亚洲市场、日经225指数、香港恒生指数和上证综合指数。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/is-the-u-s-stock-market-open-on-labor-day-11630697597?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","ICE":"洲际交易所",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/is-the-u-s-stock-market-open-on-labor-day-11630697597?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126654067","content_text":"It is unofficially summer’s last hurrah for Wall Street investors.\nU.S. financial markets will be closed for Labor Day on Monday, Sept. 6, marking a three-day weekend in the U.S., following what has been a mostly spectacular run for the stock market. The rally came despite concerns about the spread of the delta variant of the coronavirus and unease about the timetable for an eventual rollback of easy-money policies implemented by the Federal Reserve at the onset of the pandemic last year.\nOn Monday, U.S. stock exchanges, including the Intercontinental Exchange Inc. -owned New York Stock Exchange and Nasdaq Inc.,will be closed, so don’t look for any action in individual stocks or indexes including the Dow Jones Industrial Average, S&P 500 or Nasdaq Composite indexes.\nThe S&P 500 has already notched 54 record closing highs in 2021 and was looking for its 55th on Friday, while the Nasdaq Composite was on track to book its 35th all-time high of the year. The Dow stood less than a percentage point from its Aug. 16 record, mid-afternoon Friday.\nSifma, the securities-industry trade group for fixed-income, also has recommended the bond market close on Labor Day, including trading in the 10-year Treasury note,which was yielding around 1.33% after the U.S. August jobs report came in weaker than expected.\nHowever, the Labor Department’s employment report,which showed that 235,000 jobs were created in August, far below expectations for more than 700,000, failed to dull expectations among sovereign debt investors for a near-term announcement of tapering of the Fed’s $120 billion in monthly purchases in Treasurys and mortgage-backed securities.\nTrading in most commodity futures, including Nymex crude-oil and Comex gold,on U.S. exchanges will also be halted Monday.\nIs there any significance to the holiday for average investors, besides the time off in the U.S. and the barbecues?\nProbably not.\nBut the May Memorial Day to September Labor Day period in recent years has proven a bullish stretch one for investors, according to Dow Jones Market Data. The Dow, for example, is up by about 2% over that period and averages a gain of 1.3%, producing a winning record 65% of the time. The Dow is currently enjoying a win streak, over the past six Memorial Day/Labor Day periods, representing the longest win streak since 1989. Last year, the markets gained nearly 15% over that time.\nDOW JONES MARKET DATA\nThe S&P 500 is on a similar win streak and is up nearly 8% so far this Memorial Day-Labor Day period. It has risen more than 70% over that period in past years and averages a 1.7% gain. The broad-market index rose 16% during that time in 2020.\nDOW JONES MARKET DATA\nBut if there is a bona fide trend in the Labor Day trading it may be this one that MarketWatch’s Steve Goldstein reports, quoting Raymond James strategist Tavis McCourt, who says that in the last two years, there was a big value and cyclical bias in stock markets after the holiday, and in 2018, markets basically collapsed after the summer drew to a close.\nIt is impossible to know if the stock market rally will peter out similarly this time around but there is a growing sense on Wall Street that valuations are too lofty and equity indexes are due for a pullback of at least 5% or better from current heights.\nMarkets will be back to business as usual on Tuesday and, of course, European bourses, including London’s FTSE 100 index and the pan-European Stoxx Europe 600 will be open on Monday, as well as Asian markets, the Nikkei 225,Hong Kong’s Hang Seng and the Shanghai Composite Index.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,"ICE":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151000598,"gmtCreate":1625054970914,"gmtModify":1631885482701,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Time to load up","listText":"Time to load up","text":"Time to load up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/151000598","repostId":"1150186389","repostType":4,"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":609522964,"gmtCreate":1638311927566,"gmtModify":1638311927737,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Let’s go","listText":"Let’s go","text":"Let’s go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609522964","repostId":"2187580541","repostType":4,"isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847388164,"gmtCreate":1636493335341,"gmtModify":1636493335780,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574044380631135","idStr":"3574044380631135"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847388164","repostId":"1138226136","repostType":4,"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}