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waihustle
2021-09-21
No more dip
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waihustle
2021-08-21
AI Day = Tesla recruitment day. Content may not suitable for mainstream media. Likely to appeal to those who are interested in robotics and AI.
Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla<blockquote>忽略埃隆-马斯克(Elon Musk)跳舞的干扰,直面特斯拉未来的危险</blockquote>
waihustle
2021-08-18
There is an open war between Cathie Woods and Michael Burry on this counter. One long and one short. Which side do you belong to?
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waihustle
2021-08-09
Slowly but surely
杰富瑞:将特斯拉(TSLA)从“持有”上调至“买入”评级 目标价850美元
waihustle
2021-08-04
All thanks to Donald Trump and Twitter sage
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waihustle
2021-07-13
Go plaid please. Or ludicrous speed.
Volkswagen's EV unit plans to double charging infrastructure by end of 2025<blockquote>大众汽车电动汽车部门计划到 2025 年底将充电基础设施扩大一倍</blockquote>
waihustle
2021-07-10
We are living in the future now. Space travel.
5 Things to Know About Virgin Galactic and the First Passenger Flight to Space<blockquote>关于维珍银河和首次载人太空飞行需要了解的 5 件事</blockquote>
waihustle
2021-07-06
Momentum trade?
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waihustle
2021-07-06
To the moon
Weibo shares surges more than 20% in premarket trading.<blockquote>微博股价在盘前交易中飙升超过20%。</blockquote>
waihustle
2021-06-29
I like all the 3 stocks mentioned here. Nvidia, Moderna, and Dogecoin. Yah, I know doge is meme. Invest safe!
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waihustle
2021-06-28
This one keep rising
Nvidia shares rose more than 5% to a new high<blockquote>英伟达股价上涨逾5%创新高</blockquote>
waihustle
2021-06-28
To the moon
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waihustle
2021-06-28
Ask Michael Burry
Fed official says another boom-and-bust housing market is not sustainable<blockquote>美联储官员表示房地产市场再次繁荣和萧条是不可持续的</blockquote>
waihustle
2021-06-28
Seem to be going to the moon
Palantir: The Mass Exodus<blockquote>Palantir:大规模出走</blockquote>
waihustle
2021-06-27
Lol. The Game hasn't Stop.
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waihustle
2021-06-27
Between the 2, maybe NIO for now.
Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来?最终判决</blockquote>
waihustle
2021-06-27
Saw another news article that problem can be rectified via WiFi
Tesla recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口和国产Model 3和Model Y</blockquote>
waihustle
2021-06-26
Question is more are using mobile than PC
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waihustle
2021-06-26
High got higher
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waihustle
2021-06-24
Dual primary listing. XPeng needed more funds urgently?
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去老虎APP查看更多动态
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more dip","listText":"No more dip","text":"No more dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/869987209","repostId":"1103252137","repostType":4,"isVote":1,"tweetType":1,"viewCount":5051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836747685,"gmtCreate":1629530683847,"gmtModify":1633684156759,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574772025886423","authorIdStr":"3574772025886423"},"themes":[],"title":"","htmlText":"AI Day = Tesla recruitment day. Content may not suitable for mainstream media. Likely to appeal to those who are interested in robotics and AI.","listText":"AI Day = Tesla recruitment day. Content may not suitable for mainstream media. Likely to appeal to those who are interested in robotics and AI.","text":"AI Day = Tesla recruitment day. Content may not suitable for mainstream media. Likely to appeal to those who are interested in robotics and AI.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836747685","repostId":"1107075259","repostType":4,"repost":{"id":"1107075259","kind":"news","pubTimestamp":1629509852,"share":"https://www.laohunote.com/m/news/1107075259?lang=zh_CN&edition=full","pubTime":"2021-08-21 09:37","market":"us","language":"en","title":"Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla<blockquote>忽略埃隆-马斯克(Elon Musk)跳舞的干扰,直面特斯拉未来的危险</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107075259","media":"MarketWatch","summary":"Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.$Investors$ should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.At $Tesla Motors$’s AI Day late Thursday, self-named Technoking Musk said th","content":"<p> <b>Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.</b> <a href=\"https://laohu8.com/S/ISBC\">Investors</a> should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.</p><p><blockquote><b>对自动驾驶系统的调查以及这家电动汽车公司及其首席执行官就此发表的声明比他们最新的异想天开的技术抱负和时间表更值得关注。</b><a href=\"https://laohu8.com/S/ISBC\">投资者</a>应该忽略埃隆-马斯克(Elon Musk)的最新舞蹈,转而关注特斯拉因首席执行官夸大公司技术能力而面临的日益严重的问题。</blockquote></p><p> At <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>’s AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”</p><p><blockquote>在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在周四晚些时候的人工智能日,自称 Technoking 的马斯克表示,该公司正在研发人形机器人,因为 “特斯拉可以说是世界上最大的机器人公司,因为我们的汽车就像带轮子的半感知机器人”。</blockquote></p><p> After a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.</p><p><blockquote>在一名身穿白色西装的男子为观众和直播中的信徒们跳了一段简短的舞蹈后,马斯克走上舞台,只展示了一个 5 英尺 8 英寸的人形机器人的计算机生成的图像,特斯拉声称该机器人将在明年某个时候生产原型。他推断它可以用于制造或无聊的重复性任务,如杂货店购物,并将拥有一台全自动驾驶计算机。</blockquote></p><p> As always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.</p><p><blockquote>与马斯克和特斯拉一样,对于任何对相关技术有基本知识的人来说,时间表都是高度可疑的。幸运的是,这些滑稽动作并没有愚弄华尔街的每个人,他们中的一些人可能已经厌倦了他的恶作剧。</blockquote></p><p> “Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this Tesla Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.</p><p><blockquote>“韦德布什证券公司(Wedbush Securities)分析师丹-艾夫斯(Dan Ives)在周五早些时候给客户的一份报告中说:”不幸的是,正如我们在机器人出租车和马斯克未来的其他科幻项目中看到的那样,我们认为这个特斯拉机器人绝对是一个令人头疼的问题,在华尔街对特斯拉电动汽车竞争和安全问题日益担忧之际,它将进一步激怒投资者。</blockquote></p><p> The safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.</p><p><blockquote>艾夫斯提到的安全问题是投资者现在应该关注的问题,因为政府似乎终于站出来,并注意到了本专栏长期以来指出的一个问题:马斯克一再夸大当前和近期的潜力他的汽车自主先进技术。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>在周四 “人工智能日 ”盛事的前一天,两位美国参议员要求联邦贸易委员会调查特斯拉和马斯克在特斯拉 “全自动驾驶 ”产品营销方面 “一再夸大其汽车的性能”。特斯拉对远未完全自动驾驶的软件收取数千美元的购买费用(或每月低至 100 美元),这种做法已经导致加州机动车辆管理局最近进行审查。德国裁定特斯拉不能这样销售该产品。</blockquote></p><p> “Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at <a href=\"https://laohu8.com/S/AFG\">American</a> University in <a href=\"https://laohu8.com/S/WASH\">Washington</a> DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”</p><p><blockquote>“语言很重要,”大学公共行政与政策系教授讲师塞利卡-塔尔博特(Selika Talbott)说。<a href=\"https://laohu8.com/S/AFG\">美国的</a>大学<a href=\"https://laohu8.com/S/WASH\">华盛顿</a>直流电。“使用这些术语是错误的、误导性的,对公众来说也是不安全的。公众并不完全理解辅助驾驶和自动驾驶汽车的概念及其区别。”</blockquote></p><p> “Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.</p><p><blockquote>“塔尔博特说:”特斯拉在他们的车辆上采用了高度辅助技术,但任何时候驾驶员都不应该认为车辆可以自动驾驶,因为它不能。</blockquote></p><p> The week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The <a href=\"https://laohu8.com/S/NHLD\">National</a> <a href=\"https://laohu8.com/S/HIHO\">Highway</a> Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with <a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Driver Assistance Systems (ADAS) and tractor-trailers.</p><p><blockquote>本周伊始,有消息称联邦政府将对特斯拉的自动驾驶系统进行调查,此前使用该功能的汽车撞上了停下的紧急车辆。<a href=\"https://laohu8.com/S/NHLD\">国家的</a><a href=\"https://laohu8.com/S/HIHO\">公路</a>交通安全管理局正在调查一系列启用了高级驾驶员辅助系统的crashesby特斯拉汽车。美国国家公路交通安全管理局 (NHTSA) 表示,已对特斯拉 11 起涉及紧急车辆的事故展开调查,同时仍在调查一系列涉及配备紧急车辆的碰撞事故。<a href=\"https://laohu8.com/S/AEIS\">先进的</a>驾驶员辅助系统(ADAS)和牵引车。</blockquote></p><p> The latest outcry on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a> follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.</p><p><blockquote>国会大厦的最新抗议<a href=\"https://laohu8.com/S/HIL\">山丘</a>接下来是一系列新闻报道和/或社交媒体帖子以及YouTube视频,内容是司机在测试特斯拉所谓的自动驾驶功能时从事极其危险的行为。今年 5 月,加利福尼亚州丰塔纳市 35 岁的 Steven Michael Hendrickson 是两个孩子的父亲,他的特斯拉撞上了一辆翻倒的半挂卡车,不幸身亡。早些时候,他发布了在高速公路上没有手放在汽车方向盘上驾驶的视频,但NHTSA仍在调查自动驾驶仪在事故中的作用。</blockquote></p><p> “The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”</p><p><blockquote>“麻省理工学院运输与物流中心的研究科学家布莱恩-雷默(Bryan Reimer)说:”特斯拉正在生产的车辆是驾驶员辅助系统。“他们正在协助司机,司机需要保持警惕”。</blockquote></p><p></p><p> It is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”</p><p><blockquote>值得注意的是,特斯拉的双产品名称具有误导性。据特斯拉网站介绍,“Autopilot ”是一种 ADAS 系统,是一种专为高速公路驾驶设计的高级巡航控制系统,可 “让您的汽车在您的主动监督下在车道内自动转向、加速和制动,协助完成驾驶中最繁重的部分”。特斯拉还提供 “FSD ”套餐,目前订阅价格为每月 99 美元至 199 美元,该套餐将其描述为 “使用一套更先进的驾驶辅助功能,旨在在您的主动监督下提供更主动的指导和辅助驾驶”。</blockquote></p><p> If only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.</p><p><blockquote>要是马斯克以与官网类似的方式描述这些系统就好了。在评级分析师大会和特斯拉长达数小时的粉丝演讲中,马斯克一直宣称,有了这款软件,完全自主指日可待。</blockquote></p><p> “We basically have to solve real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over <a href=\"https://laohu8.com/S/AONE.U\">one</a> million cars on the road that are collecting data… But I am highly confident that we will get this done.”</p><p><blockquote>“他在 4 月份的财报看涨期权上说:”我们基本上必须解决现实世界的视觉人工智能问题,而且我们做到了。“解决这个问题的关键还在于拥有大量的数据集。因此,只要拥有大量的数据集,<a href=\"https://laohu8.com/S/AONE.U\">一</a>路上有上百万辆车在收集数据……但我非常有信心我们会完成这项工作。”</blockquote></p><p> But for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.</p><p><blockquote>不过,尽管马斯克声势浩大,拥有庞大的粉丝群,但投资者开始注意到,与其他测试自动驾驶汽车的公司不同,该公司涉及全自动驾驶技术的策略是危险的。</blockquote></p><p> For example, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.</p><p><blockquote>例如,<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>公司的sGOOGGOOGLWaymo是自动驾驶汽车时间最长的公司,目前正在亚利桑那州凤凰城周围人口密集的地区运营小规模机器人出租车服务,没有人类司机。这是美国唯一一家此类公司。在加利福尼亚州,Waymo 获得了 DMV 的许可,可以在驾驶员驾驶的情况下进行 AV 测试。</blockquote></p><p> “Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of <a href=\"https://laohu8.com/S/AMSWA\">American</a> University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”</p><p><blockquote>“Waymo 不能就这么开始向任何人出售他们的 AV,他们也不能就这么在路上行驶,我们的监管体系不允许这样做。”<a href=\"https://laohu8.com/S/AMSWA\">美国的</a>大学说。“你可以测试它们,但市场上没有公开的自动驾驶汽车可供购买,因为它并不存在”。</blockquote></p><p> With FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.</p><p><blockquote>随着 FSD 测试在现实世界中由未经培训的司机进行,特斯拉正在进行相当于一种新药的临床试验,而没有对患者进行任何专业的每小时或每天监测。</blockquote></p><p> “They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.</p><p><blockquote>“雷默说:”他们称之为测试版,这是一个测试版系统,他们让人们面临实质性风险。</blockquote></p><p> Musk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.</p><p><blockquote>马斯克的最新机器人是另一个令人分心的事情,就像他的无聊公司在 2018 年出售的火焰喷射器、他试图帮助被困在泰国山洞里的男孩的意外帮助以及其他项目一样。投资者不应让这些干扰妨碍马斯克似乎拒绝承认的真正问题,因为他继续过度推销公司的技术能力。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla<blockquote>忽略埃隆-马斯克(Elon Musk)跳舞的干扰,直面特斯拉未来的危险</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIgnore Elon Musk’s dancing distraction and face the dangers ahead for Tesla<blockquote>忽略埃隆-马斯克(Elon Musk)跳舞的干扰,直面特斯拉未来的危险</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-21 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.</b> <a href=\"https://laohu8.com/S/ISBC\">Investors</a> should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.</p><p><blockquote><b>对自动驾驶系统的调查以及这家电动汽车公司及其首席执行官就此发表的声明比他们最新的异想天开的技术抱负和时间表更值得关注。</b><a href=\"https://laohu8.com/S/ISBC\">投资者</a>应该忽略埃隆-马斯克(Elon Musk)的最新舞蹈,转而关注特斯拉因首席执行官夸大公司技术能力而面临的日益严重的问题。</blockquote></p><p> At <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>’s AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”</p><p><blockquote>在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在周四晚些时候的人工智能日,自称 Technoking 的马斯克表示,该公司正在研发人形机器人,因为 “特斯拉可以说是世界上最大的机器人公司,因为我们的汽车就像带轮子的半感知机器人”。</blockquote></p><p> After a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.</p><p><blockquote>在一名身穿白色西装的男子为观众和直播中的信徒们跳了一段简短的舞蹈后,马斯克走上舞台,只展示了一个 5 英尺 8 英寸的人形机器人的计算机生成的图像,特斯拉声称该机器人将在明年某个时候生产原型。他推断它可以用于制造或无聊的重复性任务,如杂货店购物,并将拥有一台全自动驾驶计算机。</blockquote></p><p> As always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.</p><p><blockquote>与马斯克和特斯拉一样,对于任何对相关技术有基本知识的人来说,时间表都是高度可疑的。幸运的是,这些滑稽动作并没有愚弄华尔街的每个人,他们中的一些人可能已经厌倦了他的恶作剧。</blockquote></p><p> “Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this Tesla Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.</p><p><blockquote>“韦德布什证券公司(Wedbush Securities)分析师丹-艾夫斯(Dan Ives)在周五早些时候给客户的一份报告中说:”不幸的是,正如我们在机器人出租车和马斯克未来的其他科幻项目中看到的那样,我们认为这个特斯拉机器人绝对是一个令人头疼的问题,在华尔街对特斯拉电动汽车竞争和安全问题日益担忧之际,它将进一步激怒投资者。</blockquote></p><p> The safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.</p><p><blockquote>艾夫斯提到的安全问题是投资者现在应该关注的问题,因为政府似乎终于站出来,并注意到了本专栏长期以来指出的一个问题:马斯克一再夸大当前和近期的潜力他的汽车自主先进技术。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>在周四 “人工智能日 ”盛事的前一天,两位美国参议员要求联邦贸易委员会调查特斯拉和马斯克在特斯拉 “全自动驾驶 ”产品营销方面 “一再夸大其汽车的性能”。特斯拉对远未完全自动驾驶的软件收取数千美元的购买费用(或每月低至 100 美元),这种做法已经导致加州机动车辆管理局最近进行审查。德国裁定特斯拉不能这样销售该产品。</blockquote></p><p> “Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at <a href=\"https://laohu8.com/S/AFG\">American</a> University in <a href=\"https://laohu8.com/S/WASH\">Washington</a> DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”</p><p><blockquote>“语言很重要,”大学公共行政与政策系教授讲师塞利卡-塔尔博特(Selika Talbott)说。<a href=\"https://laohu8.com/S/AFG\">美国的</a>大学<a href=\"https://laohu8.com/S/WASH\">华盛顿</a>直流电。“使用这些术语是错误的、误导性的,对公众来说也是不安全的。公众并不完全理解辅助驾驶和自动驾驶汽车的概念及其区别。”</blockquote></p><p> “Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.</p><p><blockquote>“塔尔博特说:”特斯拉在他们的车辆上采用了高度辅助技术,但任何时候驾驶员都不应该认为车辆可以自动驾驶,因为它不能。</blockquote></p><p> The week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The <a href=\"https://laohu8.com/S/NHLD\">National</a> <a href=\"https://laohu8.com/S/HIHO\">Highway</a> Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with <a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Driver Assistance Systems (ADAS) and tractor-trailers.</p><p><blockquote>本周伊始,有消息称联邦政府将对特斯拉的自动驾驶系统进行调查,此前使用该功能的汽车撞上了停下的紧急车辆。<a href=\"https://laohu8.com/S/NHLD\">国家的</a><a href=\"https://laohu8.com/S/HIHO\">公路</a>交通安全管理局正在调查一系列启用了高级驾驶员辅助系统的crashesby特斯拉汽车。美国国家公路交通安全管理局 (NHTSA) 表示,已对特斯拉 11 起涉及紧急车辆的事故展开调查,同时仍在调查一系列涉及配备紧急车辆的碰撞事故。<a href=\"https://laohu8.com/S/AEIS\">先进的</a>驾驶员辅助系统(ADAS)和牵引车。</blockquote></p><p> The latest outcry on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a> follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.</p><p><blockquote>国会大厦的最新抗议<a href=\"https://laohu8.com/S/HIL\">山丘</a>接下来是一系列新闻报道和/或社交媒体帖子以及YouTube视频,内容是司机在测试特斯拉所谓的自动驾驶功能时从事极其危险的行为。今年 5 月,加利福尼亚州丰塔纳市 35 岁的 Steven Michael Hendrickson 是两个孩子的父亲,他的特斯拉撞上了一辆翻倒的半挂卡车,不幸身亡。早些时候,他发布了在高速公路上没有手放在汽车方向盘上驾驶的视频,但NHTSA仍在调查自动驾驶仪在事故中的作用。</blockquote></p><p> “The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”</p><p><blockquote>“麻省理工学院运输与物流中心的研究科学家布莱恩-雷默(Bryan Reimer)说:”特斯拉正在生产的车辆是驾驶员辅助系统。“他们正在协助司机,司机需要保持警惕”。</blockquote></p><p></p><p> It is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”</p><p><blockquote>值得注意的是,特斯拉的双产品名称具有误导性。据特斯拉网站介绍,“Autopilot ”是一种 ADAS 系统,是一种专为高速公路驾驶设计的高级巡航控制系统,可 “让您的汽车在您的主动监督下在车道内自动转向、加速和制动,协助完成驾驶中最繁重的部分”。特斯拉还提供 “FSD ”套餐,目前订阅价格为每月 99 美元至 199 美元,该套餐将其描述为 “使用一套更先进的驾驶辅助功能,旨在在您的主动监督下提供更主动的指导和辅助驾驶”。</blockquote></p><p> If only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.</p><p><blockquote>要是马斯克以与官网类似的方式描述这些系统就好了。在评级分析师大会和特斯拉长达数小时的粉丝演讲中,马斯克一直宣称,有了这款软件,完全自主指日可待。</blockquote></p><p> “We basically have to solve real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over <a href=\"https://laohu8.com/S/AONE.U\">one</a> million cars on the road that are collecting data… But I am highly confident that we will get this done.”</p><p><blockquote>“他在 4 月份的财报看涨期权上说:”我们基本上必须解决现实世界的视觉人工智能问题,而且我们做到了。“解决这个问题的关键还在于拥有大量的数据集。因此,只要拥有大量的数据集,<a href=\"https://laohu8.com/S/AONE.U\">一</a>路上有上百万辆车在收集数据……但我非常有信心我们会完成这项工作。”</blockquote></p><p> But for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.</p><p><blockquote>不过,尽管马斯克声势浩大,拥有庞大的粉丝群,但投资者开始注意到,与其他测试自动驾驶汽车的公司不同,该公司涉及全自动驾驶技术的策略是危险的。</blockquote></p><p> For example, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.</p><p><blockquote>例如,<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>公司的sGOOGGOOGLWaymo是自动驾驶汽车时间最长的公司,目前正在亚利桑那州凤凰城周围人口密集的地区运营小规模机器人出租车服务,没有人类司机。这是美国唯一一家此类公司。在加利福尼亚州,Waymo 获得了 DMV 的许可,可以在驾驶员驾驶的情况下进行 AV 测试。</blockquote></p><p> “Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of <a href=\"https://laohu8.com/S/AMSWA\">American</a> University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”</p><p><blockquote>“Waymo 不能就这么开始向任何人出售他们的 AV,他们也不能就这么在路上行驶,我们的监管体系不允许这样做。”<a href=\"https://laohu8.com/S/AMSWA\">美国的</a>大学说。“你可以测试它们,但市场上没有公开的自动驾驶汽车可供购买,因为它并不存在”。</blockquote></p><p> With FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.</p><p><blockquote>随着 FSD 测试在现实世界中由未经培训的司机进行,特斯拉正在进行相当于一种新药的临床试验,而没有对患者进行任何专业的每小时或每天监测。</blockquote></p><p> “They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.</p><p><blockquote>“雷默说:”他们称之为测试版,这是一个测试版系统,他们让人们面临实质性风险。</blockquote></p><p> Musk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.</p><p><blockquote>马斯克的最新机器人是另一个令人分心的事情,就像他的无聊公司在 2018 年出售的火焰喷射器、他试图帮助被困在泰国山洞里的男孩的意外帮助以及其他项目一样。投资者不应让这些干扰妨碍马斯克似乎拒绝承认的真正问题,因为他继续过度推销公司的技术能力。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?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":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1107075259","content_text":"Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.\n\nInvestors should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.\nAt Tesla Motors’s AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”\nAfter a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.\nAs always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.\n“Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this Tesla Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.\nThe safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.\nJust a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.\n“Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at American University in Washington DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”\n“Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.\nThe week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The National Highway Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with Advanced Driver Assistance Systems (ADAS) and tractor-trailers.\nThe latest outcry on Capitol Hill follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.\n“The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”\nIt is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”\nIf only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.\n“We basically have to solve real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over one million cars on the road that are collecting data… But I am highly confident that we will get this done.”\nBut for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.\nFor example, Alphabet Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.\n“Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of American University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”\nWith FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.\n“They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.\nMusk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831887185,"gmtCreate":1629300650547,"gmtModify":1631883827788,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574772025886423","authorIdStr":"3574772025886423"},"themes":[],"title":"","htmlText":"There is an open war between Cathie Woods and Michael Burry on this counter. One long and one short. Which side do you belong to?","listText":"There is an open war between Cathie Woods and Michael Burry on this counter. One long and one short. Which side do you belong to?","text":"There is an open war between Cathie Woods and Michael Burry on this counter. One long and one short. Which side do you belong to?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/831887185","repostId":"2160737913","repostType":4,"isVote":1,"tweetType":1,"viewCount":2733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898442780,"gmtCreate":1628519212140,"gmtModify":1633746490257,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574772025886423","authorIdStr":"3574772025886423"},"themes":[],"title":"","htmlText":"Slowly but surely ","listText":"Slowly but surely ","text":"Slowly but surely","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898442780","repostId":"2158441921","repostType":2,"repost":{"id":"2158441921","kind":"highlight","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1039806269","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1628514042,"share":"https://www.laohunote.com/m/news/2158441921?lang=zh_CN&edition=full","pubTime":"2021-08-09 21:00","market":"hk","language":"zh","title":"杰富瑞:将特斯拉(TSLA)从“持有”上调至“买入”评级 目标价850美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2158441921","media":"凤凰网港股","summary":"凤凰网港股|杰富瑞分析师Philippe Houchois将特斯拉(TSLA)的评级从持有上调至买入,将目标价从700美元上调至850美元。分析师和团队总体上对其OME具有能够通过更少和更好的资本配置来提高利润率的能力持肯定态度。对于特斯拉,分析团队看到收益/ROIC杠杆率和所用资本基准的加速提升,因此将2022年特斯拉的每股收益从之前的6.28美元上调至7.44美元,普遍预期每股收益为7.19美元。在更高的毛利率假设下,将2021-22年GAAP息税前利润预期提高了17%。","content":"<html><body><p><font size=\"3\">凤凰网港股|<span><a href=\"https://laohu8.com/S/JEF\">杰富瑞</a>分析师Philippe Houchois将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)的评级从持有上调至买入,将目标价从700美元上调至850美元。分析师和团队总体上对其OME具有能够通过更少和更好的资本配置来提高利润率的能力持肯定态度。对于特斯拉,分析团队看到收益/ROIC杠杆率和所用资本基准的加速提升,因此将2022年特斯拉的每股收益从之前的6.28美元上调至7.44美元,普遍预期每股收益为7.19美元。在更高的毛利率假设下,将2021-22年GAAP息税前利润预期提高了17%。</span></font></p></body></html>","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>杰富瑞:将特斯拉(TSLA)从“持有”上调至“买入”评级 目标价850美元</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n杰富瑞:将特斯拉(TSLA)从“持有”上调至“买入”评级 目标价850美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039806269\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2021-08-09 21:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><font size=\"3\">凤凰网港股|<span><a href=\"https://laohu8.com/S/JEF\">杰富瑞</a>分析师Philippe Houchois将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)的评级从持有上调至买入,将目标价从700美元上调至850美元。分析师和团队总体上对其OME具有能够通过更少和更好的资本配置来提高利润率的能力持肯定态度。对于特斯拉,分析团队看到收益/ROIC杠杆率和所用资本基准的加速提升,因此将2022年特斯拉的每股收益从之前的6.28美元上调至7.44美元,普遍预期每股收益为7.19美元。在更高的毛利率假设下,将2021-22年GAAP息税前利润预期提高了17%。</span></font></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/577e499e898d722a6d935282f36956a3","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=83d795fad1e592eb45829b1ec7d1c883","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158441921","content_text":"凤凰网港股|杰富瑞分析师Philippe Houchois将特斯拉(TSLA)的评级从持有上调至买入,将目标价从700美元上调至850美元。分析师和团队总体上对其OME具有能够通过更少和更好的资本配置来提高利润率的能力持肯定态度。对于特斯拉,分析团队看到收益/ROIC杠杆率和所用资本基准的加速提升,因此将2022年特斯拉的每股收益从之前的6.28美元上调至7.44美元,普遍预期每股收益为7.19美元。在更高的毛利率假设下,将2021-22年GAAP息税前利润预期提高了17%。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":3052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890146534,"gmtCreate":1628088451928,"gmtModify":1633753691224,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574772025886423","authorIdStr":"3574772025886423"},"themes":[],"title":"","htmlText":"All thanks to Donald Trump and Twitter sage","listText":"All thanks to Donald Trump and Twitter sage","text":"All thanks to Donald Trump and Twitter sage","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890146534","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":2612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145090173,"gmtCreate":1626181584992,"gmtModify":1633929349788,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574772025886423","authorIdStr":"3574772025886423"},"themes":[],"title":"","htmlText":"Go plaid please. Or ludicrous speed. ","listText":"Go plaid please. Or ludicrous speed. ","text":"Go plaid please. Or ludicrous speed.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145090173","repostId":"1192718809","repostType":4,"repost":{"id":"1192718809","kind":"news","pubTimestamp":1626181410,"share":"https://www.laohunote.com/m/news/1192718809?lang=zh_CN&edition=full","pubTime":"2021-07-13 21:03","market":"us","language":"en","title":"Volkswagen's EV unit plans to double charging infrastructure by end of 2025<blockquote>大众汽车电动汽车部门计划到 2025 年底将充电基础设施扩大一倍</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192718809","media":"Reuters","summary":"July 13 (Reuters) - Automaker Volkswagen's electric vehicle (EV) charging unit, Electrify America, s","content":"<p>July 13 (Reuters) - Automaker Volkswagen's electric vehicle (EV) charging unit, Electrify America, said on Tuesday it planned to more than double its charging infrastructure in the United States and Canada over the next four years.</p><p><blockquote>路透社 7 月 13 日 - 汽车制造商大众汽车的电动汽车 (EV) 充电部门 Electrify America 周二表示,计划在未来四年内将美国和加拿大的充电基础设施扩大一倍以上。</blockquote></p><p> The company said it expects to have over 1,800 fast charging stations and 10,000 individual chargers installed by the end of 2025.</p><p><blockquote>该公司表示,预计到 2025 年底将安装超过 1,800 个快速充电站和 10,000 个独立充电器。</blockquote></p><p> Charging infrastructure has attracted several sectors, including utilities, carmakers and big oil firms, all hoping to cash in on a rising demand for electricity in the wake of a global EV rollout.</p><p><blockquote>充电基础设施吸引了多个行业,包括公用事业公司、汽车制造商和大型石油公司,它们都希望在全球电动汽车推出后利用不断增长的电力需求。</blockquote></p><p> Tuesday's announcement also comes after Reuters reported last week that Volkswagen was looking to sell a stake in Electrify America to gain access to outside funds for building infrastructure for battery-powered cars.</p><p><blockquote>在周二宣布这一消息之前,路透社上周报道称,大众汽车正在寻求出售 Electrify America 的股份,以获得外部资金来建设电池动力汽车的基础设施。</blockquote></p><p> Electrify America, which counts ChargePoint and Tesla's Supercharger among its competition, has 635 charging stations with around 2,850 fast-loading spots up and running, according to its website.</p><p><blockquote>Electrify America 的竞争对手包括 ChargePoint 和特斯拉的 Supercharger,据其网站称,该公司拥有 635 个充电站,其中约有 2,850 个快速充电站正在运行。</blockquote></p><p></p>","source":"lsy1612507957220","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>Volkswagen's EV unit plans to double charging infrastructure by end of 2025<blockquote>大众汽车电动汽车部门计划到 2025 年底将充电基础设施扩大一倍</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\">\nVolkswagen's EV unit plans to double charging infrastructure by end of 2025<blockquote>大众汽车电动汽车部门计划到 2025 年底将充电基础设施扩大一倍</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-13 21:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>July 13 (Reuters) - Automaker Volkswagen's electric vehicle (EV) charging unit, Electrify America, said on Tuesday it planned to more than double its charging infrastructure in the United States and Canada over the next four years.</p><p><blockquote>路透社 7 月 13 日 - 汽车制造商大众汽车的电动汽车 (EV) 充电部门 Electrify America 周二表示,计划在未来四年内将美国和加拿大的充电基础设施扩大一倍以上。</blockquote></p><p> The company said it expects to have over 1,800 fast charging stations and 10,000 individual chargers installed by the end of 2025.</p><p><blockquote>该公司表示,预计到 2025 年底将安装超过 1,800 个快速充电站和 10,000 个独立充电器。</blockquote></p><p> Charging infrastructure has attracted several sectors, including utilities, carmakers and big oil firms, all hoping to cash in on a rising demand for electricity in the wake of a global EV rollout.</p><p><blockquote>充电基础设施吸引了多个行业,包括公用事业公司、汽车制造商和大型石油公司,它们都希望在全球电动汽车推出后利用不断增长的电力需求。</blockquote></p><p> Tuesday's announcement also comes after Reuters reported last week that Volkswagen was looking to sell a stake in Electrify America to gain access to outside funds for building infrastructure for battery-powered cars.</p><p><blockquote>在周二宣布这一消息之前,路透社上周报道称,大众汽车正在寻求出售 Electrify America 的股份,以获得外部资金来建设电池动力汽车的基础设施。</blockquote></p><p> Electrify America, which counts ChargePoint and Tesla's Supercharger among its competition, has 635 charging stations with around 2,850 fast-loading spots up and running, according to its website.</p><p><blockquote>Electrify America 的竞争对手包括 ChargePoint 和特斯拉的 Supercharger,据其网站称,该公司拥有 635 个充电站,其中约有 2,850 个快速充电站正在运行。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/volkswagens-ev-unit-plans-double-125417092.html\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VLKAY":"大众汽车"},"source_url":"https://finance.yahoo.com/news/volkswagens-ev-unit-plans-double-125417092.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192718809","content_text":"July 13 (Reuters) - Automaker Volkswagen's electric vehicle (EV) charging unit, Electrify America, said on Tuesday it planned to more than double its charging infrastructure in the United States and Canada over the next four years.\nThe company said it expects to have over 1,800 fast charging stations and 10,000 individual chargers installed by the end of 2025.\nCharging infrastructure has attracted several sectors, including utilities, carmakers and big oil firms, all hoping to cash in on a rising demand for electricity in the wake of a global EV rollout.\nTuesday's announcement also comes after Reuters reported last week that Volkswagen was looking to sell a stake in Electrify America to gain access to outside funds for building infrastructure for battery-powered cars.\nElectrify America, which counts ChargePoint and Tesla's Supercharger among its competition, has 635 charging stations with around 2,850 fast-loading spots up and running, according to its website.","news_type":1,"symbols_score_info":{"VLKAY":0.9}},"isVote":1,"tweetType":1,"viewCount":1854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148924716,"gmtCreate":1625920094935,"gmtModify":1633936116327,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574772025886423","authorIdStr":"3574772025886423"},"themes":[],"title":"","htmlText":"We are living in the future now. Space travel.","listText":"We are living in the future now. Space travel.","text":"We are living in the future now. Space travel.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/148924716","repostId":"1159307278","repostType":4,"repost":{"id":"1159307278","kind":"news","pubTimestamp":1625873648,"share":"https://www.laohunote.com/m/news/1159307278?lang=zh_CN&edition=full","pubTime":"2021-07-10 07:34","market":"us","language":"en","title":"5 Things to Know About Virgin Galactic and the First Passenger Flight to Space<blockquote>关于维珍银河和首次载人太空飞行需要了解的 5 件事</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159307278","media":"Barrons","summary":"Richard Branson’s planned flight to space on Sunday could be a monumental moment for the fledgling s","content":"<p>Richard Branson’s planned flight to space on Sunday could be a monumental moment for the fledgling space tourism industry.</p><p><blockquote>理查德-布兰森(Richard Branson)计划于周日飞往太空,这可能是羽翼未丰的太空旅游业的一个里程碑。</blockquote></p><p> So long as there are no issues or delays, the flight will take the 70-year-old founder of Virgin Galactic(ticker: SPCE), company mission specialists, and pilots, on the first passenger trip to space, beating Jeff Bezos’s Blue Origin passenger flight by more than a week.</p><p><blockquote>只要没有问题或延误,这次飞行将带着 70 岁的维珍银河(股票代码:SPCE)创始人、公司任务专家和飞行员进行首次载人太空之旅,比杰夫·贝索斯的蓝色起源客运飞行早一周多。</blockquote></p><p> Here’s what to watch for Sunday, along with some recent history.</p><p><blockquote>以下是周日值得关注的内容,以及一些近期历史。</blockquote></p><p> <b>When Will the Virgin Galactic Space Flight Take Off?</b></p><p><blockquote><b>维珍银河太空飞行什么时候起飞?</b></blockquote></p><p> The Virgin Galactic Unity 22 spaceflight is expected to launch from Virgin’s spaceport in New Mexico around 9 a.m. eastern time. The launch can be streamed live on the company’s website and on Barron’s below.</p><p><blockquote>维珍银河 Unity 22 太空飞行预计将于东部时间上午 9 点左右从维珍位于新墨西哥州的航天港发射升空。发布会可在公司网站和《巴伦周刊》下方进行现场直播。</blockquote></p><p> <b>How High Up in Space Will Passenger Go?</b></p><p><blockquote><b>乘客会在太空中飞多高?</b></blockquote></p><p> Galactic’s VSS Unity spacecraft will hit speeds of about Mach 3, or three times the speed of sound, and rise to about 300,000 feet, or 57 miles. That’s about 10 times as high as many commercial flights but still considered the edge of space. The suborbital flight will not pass the so-called Karman line, which is what scientists use to define the boundary of outer space. That line is about 62 miles up.</p><p><blockquote>银河公司的 VSS Unity 飞船的速度将达到约 3 马赫,即音速的三倍,上升到约 30 万英尺,即 57 英里。这大约是许多商业飞行的 10 倍,但仍被认为是太空边缘。亚轨道飞行不会经过所谓的卡门线,这是科学家用来界定外层空间边界的。这条线大约有62英里长。</blockquote></p><p> Blue Origin plans to take its passengers past the Karman line on its flight.</p><p><blockquote>蓝色起源计划在航班上带乘客经过卡门线。</blockquote></p><p> <b>How Much Did Passengers Pay for the Trip?</b></p><p><blockquote><b>乘客为这次旅行支付了多少钱?</b></blockquote></p><p> Nothing. While this flight could be another step forward for space tourism, the expected crew members are Galactic employees and Branson. Joining the company’s founder on board will be two pilots; Beth Moses, chief astronaut instructor; Colin Bennett, lead operations engineer; and Sirisha Bandla, vice president of government affairs and research operations.</p><p><blockquote>没有。虽然这次飞行可能是太空旅游的又一步,但预计的机组人员是银河员工和布兰森。将有两名飞行员加入公司创始人的行列;贝丝·摩西,首席宇航员教官;科林·贝内特,首席运营工程师;以及政府事务和研究运营副总裁 Sirisha Bandla。</blockquote></p><p> Still, Branson is no stranger to publicity. Canaccord analyst Ken Herbert believes it’s possible that Galactic could surprise viewers by bringing a paying customer on board with Branson. That would generate additional buzz for the company.</p><p><blockquote>尽管如此,布兰森对宣传并不陌生。Canaccord 分析师肯-赫伯特(Ken Herbert)认为,银河影城有可能通过让一位付费客户加入布兰森来给观众带来惊喜。这将为公司带来额外的轰动。</blockquote></p><p> A move like that would best space-tourism competitor Blue Origin in another way. Bezos is expected to take the first paying passenger to space on his flight later this month. That seat was auctioned off for $28 million.</p><p><blockquote>这样的举措将以另一种方式击败太空旅游竞争对手蓝色起源。贝佐斯预计将于本月晚些时候搭载第一位付费乘客进入太空。那个座位以2800万美元的价格被拍卖。</blockquote></p><p> A ticket on a future Virgin Galactic flight will run about $250,000.</p><p><blockquote>未来维珍银河航班的机票价格约为25万美元。</blockquote></p><p> <b>What Does the Flight Mean for Investors?</b></p><p><blockquote><b>此次飞行对投资者意味着什么?</b></blockquote></p><p> The continuation of flight tests brings Galactic one step closer to full commercialization, which means sales and, hopefully, earnings down the road.</p><p><blockquote>飞行测试的继续使银河距离全面商业化又近了一步,这意味着未来的销售和盈利。</blockquote></p><p> Once fully operational, each Galactic spaceship is expected to make roughly 36 flights a year. Most Galactic spaceships have about six seats for sale. At full capacity, that’s about $54 million per spaceship a year.</p><p><blockquote>一旦全面运行,每艘银河飞船预计每年将进行大约36次飞行。大多数银河飞船都有大约六个座位出售。满负荷运转时,每艘宇宙飞船每年的成本约为 5400 万美元。</blockquote></p><p> Analysts expect Galactic to do about $3 million in 2021 sales, growing to $51 million in 2022 and $555 million by 2025. Earnings and cash flow are expected to turn positive around 2024.</p><p><blockquote>分析师预计 Galactic 2021 年销售额约为 300 万美元,2022 年增长至 5100 万美元,2025 年增长至 5.55 亿美元。盈利和现金流预计将在 2024 年左右转正。</blockquote></p><p> The flight and associated news coverage also represent publicity for the company.</p><p><blockquote>这次飞行和相关的新闻报道也代表了该公司的宣传。</blockquote></p><p> <b>How Will Virgin Galactic Stock Benefit?</b></p><p><blockquote><b>维珍银河股票将如何受益?</b></blockquote></p><p> A successful test flight is a clear positive for Galactic, but it might not be so for its stock. The news of the flight and the potential benefits are, for the most part, already priced into shares of Virgin Galactic.</p><p><blockquote>成功的试飞对银河来说是一个明显的积极因素,但对其股票来说可能并非如此。这次飞行的消息和潜在的好处在很大程度上已经计入了维珍银河的股票。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a4113576958bcf043e56e1c92578d0cc\" tg-width=\"840\" tg-height=\"470\"></p><p><blockquote></blockquote></p><p> The stock is up roughly 120% year to date and up more than 200% over the past 12 months, giving the start-up a market capitalization of around $11 billion.</p><p><blockquote>该股今年迄今已上涨约 120%,过去 12 个月上涨超过 200%,这家初创公司的市值约为 110 亿美元。</blockquote></p><p> Investors shouldn’t be disappointed if the stock doesn’t gain on Monday following a successful flight. The ultimate value of the company will be determined down the road.</p><p><blockquote>如果该股在成功逃亡后周一没有上涨,投资者也不应失望。公司的最终价值将在未来确定。</blockquote></p><p> Analysts loved the stock when it was cheaper. Back in September, all analysts covering Galactic rated shares Buy. Theaverage Buy-ratingratio for S&P 500 stocks is about 55%.</p><p><blockquote>分析师在该股便宜时喜欢它。早在 9 月份,所有研究 Galactic 评级股票的分析师都买入。标普500股票的平均买入评级比率约为 55%。</blockquote></p><p> Shares were $25 in September. Now, only 30% of analysts rate shares Buy as the stock has rocketed north of $50 a share.</p><p><blockquote>9 月份股价为 25 美元。现在,由于该股已飙升至每股 50 美元以上,只有 30% 的分析师给予股票买入评级。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Things to Know About Virgin Galactic and the First Passenger Flight to Space<blockquote>关于维珍银河和首次载人太空飞行需要了解的 5 件事</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\">\n5 Things to Know About Virgin Galactic and the First Passenger Flight to Space<blockquote>关于维珍银河和首次载人太空飞行需要了解的 5 件事</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-10 07:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Richard Branson’s planned flight to space on Sunday could be a monumental moment for the fledgling space tourism industry.</p><p><blockquote>理查德-布兰森(Richard Branson)计划于周日飞往太空,这可能是羽翼未丰的太空旅游业的一个里程碑。</blockquote></p><p> So long as there are no issues or delays, the flight will take the 70-year-old founder of Virgin Galactic(ticker: SPCE), company mission specialists, and pilots, on the first passenger trip to space, beating Jeff Bezos’s Blue Origin passenger flight by more than a week.</p><p><blockquote>只要没有问题或延误,这次飞行将带着 70 岁的维珍银河(股票代码:SPCE)创始人、公司任务专家和飞行员进行首次载人太空之旅,比杰夫·贝索斯的蓝色起源客运飞行早一周多。</blockquote></p><p> Here’s what to watch for Sunday, along with some recent history.</p><p><blockquote>以下是周日值得关注的内容,以及一些近期历史。</blockquote></p><p> <b>When Will the Virgin Galactic Space Flight Take Off?</b></p><p><blockquote><b>维珍银河太空飞行什么时候起飞?</b></blockquote></p><p> The Virgin Galactic Unity 22 spaceflight is expected to launch from Virgin’s spaceport in New Mexico around 9 a.m. eastern time. The launch can be streamed live on the company’s website and on Barron’s below.</p><p><blockquote>维珍银河 Unity 22 太空飞行预计将于东部时间上午 9 点左右从维珍位于新墨西哥州的航天港发射升空。发布会可在公司网站和《巴伦周刊》下方进行现场直播。</blockquote></p><p> <b>How High Up in Space Will Passenger Go?</b></p><p><blockquote><b>乘客会在太空中飞多高?</b></blockquote></p><p> Galactic’s VSS Unity spacecraft will hit speeds of about Mach 3, or three times the speed of sound, and rise to about 300,000 feet, or 57 miles. That’s about 10 times as high as many commercial flights but still considered the edge of space. The suborbital flight will not pass the so-called Karman line, which is what scientists use to define the boundary of outer space. That line is about 62 miles up.</p><p><blockquote>银河公司的 VSS Unity 飞船的速度将达到约 3 马赫,即音速的三倍,上升到约 30 万英尺,即 57 英里。这大约是许多商业飞行的 10 倍,但仍被认为是太空边缘。亚轨道飞行不会经过所谓的卡门线,这是科学家用来界定外层空间边界的。这条线大约有62英里长。</blockquote></p><p> Blue Origin plans to take its passengers past the Karman line on its flight.</p><p><blockquote>蓝色起源计划在航班上带乘客经过卡门线。</blockquote></p><p> <b>How Much Did Passengers Pay for the Trip?</b></p><p><blockquote><b>乘客为这次旅行支付了多少钱?</b></blockquote></p><p> Nothing. While this flight could be another step forward for space tourism, the expected crew members are Galactic employees and Branson. Joining the company’s founder on board will be two pilots; Beth Moses, chief astronaut instructor; Colin Bennett, lead operations engineer; and Sirisha Bandla, vice president of government affairs and research operations.</p><p><blockquote>没有。虽然这次飞行可能是太空旅游的又一步,但预计的机组人员是银河员工和布兰森。将有两名飞行员加入公司创始人的行列;贝丝·摩西,首席宇航员教官;科林·贝内特,首席运营工程师;以及政府事务和研究运营副总裁 Sirisha Bandla。</blockquote></p><p> Still, Branson is no stranger to publicity. Canaccord analyst Ken Herbert believes it’s possible that Galactic could surprise viewers by bringing a paying customer on board with Branson. That would generate additional buzz for the company.</p><p><blockquote>尽管如此,布兰森对宣传并不陌生。Canaccord 分析师肯-赫伯特(Ken Herbert)认为,银河影城有可能通过让一位付费客户加入布兰森来给观众带来惊喜。这将为公司带来额外的轰动。</blockquote></p><p> A move like that would best space-tourism competitor Blue Origin in another way. Bezos is expected to take the first paying passenger to space on his flight later this month. That seat was auctioned off for $28 million.</p><p><blockquote>这样的举措将以另一种方式击败太空旅游竞争对手蓝色起源。贝佐斯预计将于本月晚些时候搭载第一位付费乘客进入太空。那个座位以2800万美元的价格被拍卖。</blockquote></p><p> A ticket on a future Virgin Galactic flight will run about $250,000.</p><p><blockquote>未来维珍银河航班的机票价格约为25万美元。</blockquote></p><p> <b>What Does the Flight Mean for Investors?</b></p><p><blockquote><b>此次飞行对投资者意味着什么?</b></blockquote></p><p> The continuation of flight tests brings Galactic one step closer to full commercialization, which means sales and, hopefully, earnings down the road.</p><p><blockquote>飞行测试的继续使银河距离全面商业化又近了一步,这意味着未来的销售和盈利。</blockquote></p><p> Once fully operational, each Galactic spaceship is expected to make roughly 36 flights a year. Most Galactic spaceships have about six seats for sale. At full capacity, that’s about $54 million per spaceship a year.</p><p><blockquote>一旦全面运行,每艘银河飞船预计每年将进行大约36次飞行。大多数银河飞船都有大约六个座位出售。满负荷运转时,每艘宇宙飞船每年的成本约为 5400 万美元。</blockquote></p><p> Analysts expect Galactic to do about $3 million in 2021 sales, growing to $51 million in 2022 and $555 million by 2025. Earnings and cash flow are expected to turn positive around 2024.</p><p><blockquote>分析师预计 Galactic 2021 年销售额约为 300 万美元,2022 年增长至 5100 万美元,2025 年增长至 5.55 亿美元。盈利和现金流预计将在 2024 年左右转正。</blockquote></p><p> The flight and associated news coverage also represent publicity for the company.</p><p><blockquote>这次飞行和相关的新闻报道也代表了该公司的宣传。</blockquote></p><p> <b>How Will Virgin Galactic Stock Benefit?</b></p><p><blockquote><b>维珍银河股票将如何受益?</b></blockquote></p><p> A successful test flight is a clear positive for Galactic, but it might not be so for its stock. The news of the flight and the potential benefits are, for the most part, already priced into shares of Virgin Galactic.</p><p><blockquote>成功的试飞对银河来说是一个明显的积极因素,但对其股票来说可能并非如此。这次飞行的消息和潜在的好处在很大程度上已经计入了维珍银河的股票。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a4113576958bcf043e56e1c92578d0cc\" tg-width=\"840\" tg-height=\"470\"></p><p><blockquote></blockquote></p><p> The stock is up roughly 120% year to date and up more than 200% over the past 12 months, giving the start-up a market capitalization of around $11 billion.</p><p><blockquote>该股今年迄今已上涨约 120%,过去 12 个月上涨超过 200%,这家初创公司的市值约为 110 亿美元。</blockquote></p><p> Investors shouldn’t be disappointed if the stock doesn’t gain on Monday following a successful flight. The ultimate value of the company will be determined down the road.</p><p><blockquote>如果该股在成功逃亡后周一没有上涨,投资者也不应失望。公司的最终价值将在未来确定。</blockquote></p><p> Analysts loved the stock when it was cheaper. Back in September, all analysts covering Galactic rated shares Buy. Theaverage Buy-ratingratio for S&P 500 stocks is about 55%.</p><p><blockquote>分析师在该股便宜时喜欢它。早在 9 月份,所有研究 Galactic 评级股票的分析师都买入。标普500股票的平均买入评级比率约为 55%。</blockquote></p><p> Shares were $25 in September. Now, only 30% of analysts rate shares Buy as the stock has rocketed north of $50 a share.</p><p><blockquote>9 月份股价为 25 美元。现在,由于该股已飙升至每股 50 美元以上,只有 30% 的分析师给予股票买入评级。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/virgin-galactic-richard-branson-space-flight-51625848364?mod=hp_LEAD_4\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河"},"source_url":"https://www.barrons.com/articles/virgin-galactic-richard-branson-space-flight-51625848364?mod=hp_LEAD_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159307278","content_text":"Richard Branson’s planned flight to space on Sunday could be a monumental moment for the fledgling space tourism industry.\nSo long as there are no issues or delays, the flight will take the 70-year-old founder of Virgin Galactic(ticker: SPCE), company mission specialists, and pilots, on the first passenger trip to space, beating Jeff Bezos’s Blue Origin passenger flight by more than a week.\nHere’s what to watch for Sunday, along with some recent history.\nWhen Will the Virgin Galactic Space Flight Take Off?\nThe Virgin Galactic Unity 22 spaceflight is expected to launch from Virgin’s spaceport in New Mexico around 9 a.m. eastern time. The launch can be streamed live on the company’s website and on Barron’s below.\nHow High Up in Space Will Passenger Go?\nGalactic’s VSS Unity spacecraft will hit speeds of about Mach 3, or three times the speed of sound, and rise to about 300,000 feet, or 57 miles. That’s about 10 times as high as many commercial flights but still considered the edge of space. The suborbital flight will not pass the so-called Karman line, which is what scientists use to define the boundary of outer space. That line is about 62 miles up.\nBlue Origin plans to take its passengers past the Karman line on its flight.\nHow Much Did Passengers Pay for the Trip?\nNothing. While this flight could be another step forward for space tourism, the expected crew members are Galactic employees and Branson. Joining the company’s founder on board will be two pilots; Beth Moses, chief astronaut instructor; Colin Bennett, lead operations engineer; and Sirisha Bandla, vice president of government affairs and research operations.\nStill, Branson is no stranger to publicity. Canaccord analyst Ken Herbert believes it’s possible that Galactic could surprise viewers by bringing a paying customer on board with Branson. That would generate additional buzz for the company.\nA move like that would best space-tourism competitor Blue Origin in another way. Bezos is expected to take the first paying passenger to space on his flight later this month. That seat was auctioned off for $28 million.\nA ticket on a future Virgin Galactic flight will run about $250,000.\nWhat Does the Flight Mean for Investors?\nThe continuation of flight tests brings Galactic one step closer to full commercialization, which means sales and, hopefully, earnings down the road.\nOnce fully operational, each Galactic spaceship is expected to make roughly 36 flights a year. Most Galactic spaceships have about six seats for sale. At full capacity, that’s about $54 million per spaceship a year.\nAnalysts expect Galactic to do about $3 million in 2021 sales, growing to $51 million in 2022 and $555 million by 2025. Earnings and cash flow are expected to turn positive around 2024.\nThe flight and associated news coverage also represent publicity for the company.\nHow Will Virgin Galactic Stock Benefit?\nA successful test flight is a clear positive for Galactic, but it might not be so for its stock. The news of the flight and the potential benefits are, for the most part, already priced into shares of Virgin Galactic.\n\nThe stock is up roughly 120% year to date and up more than 200% over the past 12 months, giving the start-up a market capitalization of around $11 billion.\nInvestors shouldn’t be disappointed if the stock doesn’t gain on Monday following a successful flight. The ultimate value of the company will be determined down the road.\nAnalysts loved the stock when it was cheaper. Back in September, all analysts covering Galactic rated shares Buy. Theaverage Buy-ratingratio for S&P 500 stocks is about 55%.\nShares were $25 in September. Now, only 30% of analysts rate shares Buy as the stock has rocketed north of $50 a share.","news_type":1,"symbols_score_info":{"SPCE":0.9}},"isVote":1,"tweetType":1,"viewCount":2547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157151305,"gmtCreate":1625574461207,"gmtModify":1633939519097,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574772025886423","authorIdStr":"3574772025886423"},"themes":[],"title":"","htmlText":"Momentum trade?","listText":"Momentum trade?","text":"Momentum trade?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/157151305","repostId":"1145508583","repostType":4,"isVote":1,"tweetType":1,"viewCount":3822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157153615,"gmtCreate":1625574423938,"gmtModify":1633939519318,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574772025886423","authorIdStr":"3574772025886423"},"themes":[],"title":"","htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157153615","repostId":"1187456315","repostType":4,"repost":{"id":"1187456315","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":1625572389,"share":"https://www.laohunote.com/m/news/1187456315?lang=zh_CN&edition=full","pubTime":"2021-07-06 19:53","market":"us","language":"en","title":"Weibo shares surges more than 20% in premarket trading.<blockquote>微博股价在盘前交易中飙升超过20%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187456315","media":"Tiger Newspress","summary":"Weibo shares surges more than 20% in premarket trading.\nIt is reported that the chairman of Weibo in","content":"<p>Weibo shares surges more than 20% in premarket trading.</p><p><blockquote>微博股价在盘前交易中飙升超过20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/308528ef65c030fb5b2012433809f99b\" tg-width=\"1273\" tg-height=\"640\" referrerpolicy=\"no-referrer\">It is reported that the chairman of Weibo intends to privatize Weibo at $90-100 per share.</p><p><blockquote>据悉,微博董事长打算以每股90-100美元的价格将微博私有化。</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>Weibo shares surges more than 20% in premarket trading.<blockquote>微博股价在盘前交易中飙升超过20%。</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\">\nWeibo shares surges more than 20% in premarket trading.<blockquote>微博股价在盘前交易中飙升超过20%。</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\">2021-07-06 19:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Weibo shares surges more than 20% in premarket trading.</p><p><blockquote>微博股价在盘前交易中飙升超过20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/308528ef65c030fb5b2012433809f99b\" tg-width=\"1273\" tg-height=\"640\" referrerpolicy=\"no-referrer\">It is reported that the chairman of Weibo intends to privatize Weibo at $90-100 per share.</p><p><blockquote>据悉,微博董事长打算以每股90-100美元的价格将微博私有化。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WB":"微博"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187456315","content_text":"Weibo shares surges more than 20% in premarket trading.\nIt is reported that the chairman of Weibo intends to privatize Weibo at $90-100 per share.","news_type":1,"symbols_score_info":{"WB":0.9}},"isVote":1,"tweetType":1,"viewCount":3310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159504758,"gmtCreate":1624973481474,"gmtModify":1633946360798,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574772025886423","authorIdStr":"3574772025886423"},"themes":[],"title":"","htmlText":"I like all the 3 stocks mentioned here. Nvidia, Moderna, and Dogecoin. Yah, I know doge is meme. Invest safe!","listText":"I like all the 3 stocks mentioned here. Nvidia, Moderna, and Dogecoin. Yah, I know doge is meme. Invest safe!","text":"I like all the 3 stocks mentioned here. Nvidia, Moderna, and Dogecoin. Yah, I know doge is meme. Invest safe!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/159504758","repostId":"2146388793","repostType":4,"isVote":1,"tweetType":1,"viewCount":2122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150817373,"gmtCreate":1624892664392,"gmtModify":1631883985177,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574772025886423","authorIdStr":"3574772025886423"},"themes":[],"title":"","htmlText":"This one keep rising ","listText":"This one keep rising ","text":"This one keep rising","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150817373","repostId":"1182036516","repostType":4,"repost":{"id":"1182036516","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":1624892087,"share":"https://www.laohunote.com/m/news/1182036516?lang=zh_CN&edition=full","pubTime":"2021-06-28 22:54","market":"us","language":"en","title":"Nvidia shares rose more than 5% to a new high<blockquote>英伟达股价上涨逾5%创新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182036516","media":"Tiger Newspress","summary":"Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.\n\n","content":"<p>Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.</p><p><blockquote>有报道称,三家主要芯片制造商支持收购 Arm,英伟达股价上涨超过 5%,创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/05201fd147f1f824ea42bb1d0bcac789\" tg-width=\"840\" tg-height=\"470\"></p><p><blockquote></blockquote></p><p> Three major chip makers have reportedly stepped up to say they support Nvidia‘s proposed acquisition of the U.K.-based chip-design house Arm.</p><p><blockquote>据报道,三大芯片制造商已经站出来表示,他们支持英伟达收购英国芯片设计公司Arm的提议。</blockquote></p><p> Last September, Nvidia (ticker: NVDA) announced a deal to acquire Arm from SoftBank Group(SFTBY) for $40 billion in cash and stock in a transaction that would make SoftBank the largest investor in Nvidia. The deal has attracted considerable scrutiny from both regulators and other chip companies, given Arm’s position as a leading provider of microprocessor designs to the chip industry. Almost all smartphones use processors based on Arm designs.</p><p><blockquote>去年 9 月,英伟达(股票代码:NVDA)宣布以 400 亿美元现金和股票从软银集团 (SFTBY) 手中收购 Arm,此次交易将使软银成为英伟达最大的投资者。鉴于 Arm 是芯片行业领先的微处理器设计供应商,这笔交易引起了监管机构和其他芯片公司的广泛关注。几乎所有的智能手机都使用基于Arm设计的处理器。</blockquote></p><p> But the U.K.’s <i>Sunday Times</i> over the weekend reported that three important Arm customers—Broadcom(AVGO), Marvell (MRVL), and Taiwan-based MediaTek(2454.TW)—have endorsed the transaction. None of the companies involved could immediately be reached for comment.</p><p><blockquote>但英国的<i>星期日泰晤士报</i>上周末有报道称,Arm 的三个重要客户——博通 (AVGO)、Marvell (MRVL) 和台湾联发科 (2454.TW)——已认可这笔交易。我们无法立即联系到所有相关公司置评。</blockquote></p><p> Citi analyst Atif Malk wrote in a research note Sunday that the report is a big step forward for the proposed deal. He thinks the U.K. likely will approve the combination, given Nvidia’s public commitment to investing more in Arm’s U.K. operations. But he still sees considerable hurdles, in particular in China.</p><p><blockquote>花旗分析师 Atif Malk 在周日的一份研究报告中写道,该报告是拟议交易向前迈出的一大步。他认为,鉴于英伟达公开承诺加大对 Arm 英国业务的投资,英国很可能会批准合并。但他仍然看到了相当大的障碍,特别是在中国。</blockquote></p><p> “With the U.S. continuing to be aggressive against China winning in a tech race, we see China less likely to support a deal that would see them potentially losing access to Arm,” he wrote in a research note. “If Nvidia finds a way to keep the Arm China subsidiary as a separate entity without access to any [graphics processor or artificial intelligence] IP then there is a path to get both U.S. and China regulatory approval.”</p><p><blockquote>“他在一份研究报告中写道:”随着美国继续对中国在科技竞赛中获胜采取咄咄逼人的态度,我们认为中国不太可能支持一项可能导致他们失去Arm准入的协议。“如果英伟达能找到一种方法,让 Arm 中国子公司作为一个独立的实体保留下来,而无法访问任何(图形处理器或人工智能)知识产权,那么就有一条途径获得美国和中国监管机构的批准。”</blockquote></p><p> Malik says he says the path to approval remains narrow. He now sees a 30% chance of approval, up from a previous estimate of 10%.</p><p><blockquote>马利克说,他认为获得批准的道路仍然狭窄。他现在认为获得批准的几率为30%,高于之前估计的10%。</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>Nvidia shares rose more than 5% to a new high<blockquote>英伟达股价上涨逾5%创新高</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\">\nNvidia shares rose more than 5% to a new high<blockquote>英伟达股价上涨逾5%创新高</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\">2021-06-28 22:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.</p><p><blockquote>有报道称,三家主要芯片制造商支持收购 Arm,英伟达股价上涨超过 5%,创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/05201fd147f1f824ea42bb1d0bcac789\" tg-width=\"840\" tg-height=\"470\"></p><p><blockquote></blockquote></p><p> Three major chip makers have reportedly stepped up to say they support Nvidia‘s proposed acquisition of the U.K.-based chip-design house Arm.</p><p><blockquote>据报道,三大芯片制造商已经站出来表示,他们支持英伟达收购英国芯片设计公司Arm的提议。</blockquote></p><p> Last September, Nvidia (ticker: NVDA) announced a deal to acquire Arm from SoftBank Group(SFTBY) for $40 billion in cash and stock in a transaction that would make SoftBank the largest investor in Nvidia. The deal has attracted considerable scrutiny from both regulators and other chip companies, given Arm’s position as a leading provider of microprocessor designs to the chip industry. Almost all smartphones use processors based on Arm designs.</p><p><blockquote>去年 9 月,英伟达(股票代码:NVDA)宣布以 400 亿美元现金和股票从软银集团 (SFTBY) 手中收购 Arm,此次交易将使软银成为英伟达最大的投资者。鉴于 Arm 是芯片行业领先的微处理器设计供应商,这笔交易引起了监管机构和其他芯片公司的广泛关注。几乎所有的智能手机都使用基于Arm设计的处理器。</blockquote></p><p> But the U.K.’s <i>Sunday Times</i> over the weekend reported that three important Arm customers—Broadcom(AVGO), Marvell (MRVL), and Taiwan-based MediaTek(2454.TW)—have endorsed the transaction. None of the companies involved could immediately be reached for comment.</p><p><blockquote>但英国的<i>星期日泰晤士报</i>上周末有报道称,Arm 的三个重要客户——博通 (AVGO)、Marvell (MRVL) 和台湾联发科 (2454.TW)——已认可这笔交易。我们无法立即联系到所有相关公司置评。</blockquote></p><p> Citi analyst Atif Malk wrote in a research note Sunday that the report is a big step forward for the proposed deal. He thinks the U.K. likely will approve the combination, given Nvidia’s public commitment to investing more in Arm’s U.K. operations. But he still sees considerable hurdles, in particular in China.</p><p><blockquote>花旗分析师 Atif Malk 在周日的一份研究报告中写道,该报告是拟议交易向前迈出的一大步。他认为,鉴于英伟达公开承诺加大对 Arm 英国业务的投资,英国很可能会批准合并。但他仍然看到了相当大的障碍,特别是在中国。</blockquote></p><p> “With the U.S. continuing to be aggressive against China winning in a tech race, we see China less likely to support a deal that would see them potentially losing access to Arm,” he wrote in a research note. “If Nvidia finds a way to keep the Arm China subsidiary as a separate entity without access to any [graphics processor or artificial intelligence] IP then there is a path to get both U.S. and China regulatory approval.”</p><p><blockquote>“他在一份研究报告中写道:”随着美国继续对中国在科技竞赛中获胜采取咄咄逼人的态度,我们认为中国不太可能支持一项可能导致他们失去Arm准入的协议。“如果英伟达能找到一种方法,让 Arm 中国子公司作为一个独立的实体保留下来,而无法访问任何(图形处理器或人工智能)知识产权,那么就有一条途径获得美国和中国监管机构的批准。”</blockquote></p><p> Malik says he says the path to approval remains narrow. He now sees a 30% chance of approval, up from a previous estimate of 10%.</p><p><blockquote>马利克说,他认为获得批准的道路仍然狭窄。他现在认为获得批准的几率为30%,高于之前估计的10%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182036516","content_text":"Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.\n\nThree major chip makers have reportedly stepped up to say they support Nvidia‘s proposed acquisition of the U.K.-based chip-design house Arm.\nLast September, Nvidia (ticker: NVDA) announced a deal to acquire Arm from SoftBank Group(SFTBY) for $40 billion in cash and stock in a transaction that would make SoftBank the largest investor in Nvidia. The deal has attracted considerable scrutiny from both regulators and other chip companies, given Arm’s position as a leading provider of microprocessor designs to the chip industry. Almost all smartphones use processors based on Arm designs.\nBut the U.K.’s Sunday Times over the weekend reported that three important Arm customers—Broadcom(AVGO), Marvell (MRVL), and Taiwan-based MediaTek(2454.TW)—have endorsed the transaction. None of the companies involved could immediately be reached for comment.\nCiti analyst Atif Malk wrote in a research note Sunday that the report is a big step forward for the proposed deal. He thinks the U.K. likely will approve the combination, given Nvidia’s public commitment to investing more in Arm’s U.K. operations. But he still sees considerable hurdles, in particular in China.\n“With the U.S. continuing to be aggressive against China winning in a tech race, we see China less likely to support a deal that would see them potentially losing access to Arm,” he wrote in a research note. “If Nvidia finds a way to keep the Arm China subsidiary as a separate entity without access to any [graphics processor or artificial intelligence] IP then there is a path to get both U.S. and China regulatory approval.”\nMalik says he says the path to approval remains narrow. He now sees a 30% chance of approval, up from a previous estimate of 10%.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150144297,"gmtCreate":1624891016319,"gmtModify":1633947396132,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574772025886423","authorIdStr":"3574772025886423"},"themes":[],"title":"","htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150144297","repostId":"2146839359","repostType":4,"isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150150889,"gmtCreate":1624890530141,"gmtModify":1633947408975,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574772025886423","authorIdStr":"3574772025886423"},"themes":[],"title":"","htmlText":"Ask Michael Burry ","listText":"Ask Michael Burry ","text":"Ask Michael Burry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150150889","repostId":"2146047887","repostType":4,"repost":{"id":"2146047887","kind":"highlight","pubTimestamp":1624879076,"share":"https://www.laohunote.com/m/news/2146047887?lang=zh_CN&edition=full","pubTime":"2021-06-28 19:17","market":"us","language":"en","title":"Fed official says another boom-and-bust housing market is not sustainable<blockquote>美联储官员表示房地产市场再次繁荣和萧条是不可持续的</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2146047887","media":"MarketWatch","summary":"“It’s very important for us to get back to our 2 percent inflation target but the goal is for that t","content":"<p> “It’s very important for us to get back to our 2 percent inflation target but the goal is for that to be sustainable. And for that to be sustainable, we can’t have a boom and bust cycle in something like real estate.” — Boston Fed President Eric Rosengren Eric Rosengren, the president of the Boston Fed, expressed concern over the housing market in an interview with the Financial Times , and it comes as data shows house prices soaring. The median price for an existing home sale skyrocketed 24% in May. Other house price measures also are surging.</p><p><blockquote>“对我们来说,回到 2% 的通胀目标非常重要,但我们的目标是实现可持续。要实现可持续,我们就不能在房地产等领域出现繁荣和萧条的循环。”— 波士顿联储主席埃里克·罗森格伦 波士顿联储主席埃里克·罗森格伦在接受英国《金融时报》采访时表达了对房地产市场的担忧,而此时数据显示房价正在飙升。5月份,现有房屋销售的中位数价格飙升了24%。其他房价措施也在激增。</blockquote></p><p> Rosengren noted the financial stability concerns that come from boom-and-bust real estate cycles. In 2008, there was a global financial crisis as the housing market collapsed.</p><p><blockquote>罗森格伦指出了房地产繁荣和萧条周期带来的金融稳定性担忧。2008年,随着房地产市场崩溃,全球金融危机爆发。</blockquote></p><p> Rosengren's comments come amid intense debate at the central bank as to when it should start reduce the rate of its monthly bond purchases.</p><p><blockquote>罗森格伦发表上述言论之际,央行正在就何时开始降低每月债券购买利率展开激烈辩论。</blockquote></p><p> Rosengren's view does not appear to be shared, as yet, by the core of Fed officials who set policy. MarketWatch's Greg Robb asked Fed Chair Jerome Powell in April about the fact the central bank was buying mortgage-backed securities, which was helping to boost the housing market. Powell did not express alarm.</p><p><blockquote>罗森格伦的观点似乎尚未得到制定政策的美联储核心官员的认同。MarketWatch 的格雷格·罗布 (Greg Robb) 四月份向美联储主席杰罗姆·鲍威尔 (Jerome Powell) 询问美联储购买抵押贷款支持证券的事实,这有助于提振房地产市场。鲍威尔没有表示惊慌。</blockquote></p><p> \"It's not meant to provide direct assistance to the housing market. That was never the intent. It was really just to keep that as--it's a very close relation to the Treasury market and a very important market on its own. And so that's why we bought as we did during the Global Financial Crisis; we bought MBS too,\" said Powell.</p><p><blockquote>“这并不是为了向房地产市场提供直接援助。这从来都不是我们的意图。它实际上只是为了保持这一点——它与国债市场有着非常密切的关系,而且本身就是一个非常重要的市场。这就是为什么我们像全球金融危机期间那样买入;我们还购买了 MBS,”鲍威尔说。</blockquote></p><p> He gave no indication the Fed would make a distinction between tapering Treasury and mortgage-backed securities.</p><p><blockquote>他没有表示美联储会区分缩减国债和抵押贷款支持证券。</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>Fed official says another boom-and-bust housing market is not sustainable<blockquote>美联储官员表示房地产市场再次繁荣和萧条是不可持续的</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\">\nFed official says another boom-and-bust housing market is not sustainable<blockquote>美联储官员表示房地产市场再次繁荣和萧条是不可持续的</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-06-28 19:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p> “It’s very important for us to get back to our 2 percent inflation target but the goal is for that to be sustainable. And for that to be sustainable, we can’t have a boom and bust cycle in something like real estate.” — Boston Fed President Eric Rosengren Eric Rosengren, the president of the Boston Fed, expressed concern over the housing market in an interview with the Financial Times , and it comes as data shows house prices soaring. The median price for an existing home sale skyrocketed 24% in May. Other house price measures also are surging.</p><p><blockquote>“对我们来说,回到 2% 的通胀目标非常重要,但我们的目标是实现可持续。要实现可持续,我们就不能在房地产等领域出现繁荣和萧条的循环。”— 波士顿联储主席埃里克·罗森格伦 波士顿联储主席埃里克·罗森格伦在接受英国《金融时报》采访时表达了对房地产市场的担忧,而此时数据显示房价正在飙升。5月份,现有房屋销售的中位数价格飙升了24%。其他房价措施也在激增。</blockquote></p><p> Rosengren noted the financial stability concerns that come from boom-and-bust real estate cycles. In 2008, there was a global financial crisis as the housing market collapsed.</p><p><blockquote>罗森格伦指出了房地产繁荣和萧条周期带来的金融稳定性担忧。2008年,随着房地产市场崩溃,全球金融危机爆发。</blockquote></p><p> Rosengren's comments come amid intense debate at the central bank as to when it should start reduce the rate of its monthly bond purchases.</p><p><blockquote>罗森格伦发表上述言论之际,央行正在就何时开始降低每月债券购买利率展开激烈辩论。</blockquote></p><p> Rosengren's view does not appear to be shared, as yet, by the core of Fed officials who set policy. MarketWatch's Greg Robb asked Fed Chair Jerome Powell in April about the fact the central bank was buying mortgage-backed securities, which was helping to boost the housing market. Powell did not express alarm.</p><p><blockquote>罗森格伦的观点似乎尚未得到制定政策的美联储核心官员的认同。MarketWatch 的格雷格·罗布 (Greg Robb) 四月份向美联储主席杰罗姆·鲍威尔 (Jerome Powell) 询问美联储购买抵押贷款支持证券的事实,这有助于提振房地产市场。鲍威尔没有表示惊慌。</blockquote></p><p> \"It's not meant to provide direct assistance to the housing market. That was never the intent. It was really just to keep that as--it's a very close relation to the Treasury market and a very important market on its own. And so that's why we bought as we did during the Global Financial Crisis; we bought MBS too,\" said Powell.</p><p><blockquote>“这并不是为了向房地产市场提供直接援助。这从来都不是我们的意图。它实际上只是为了保持这一点——它与国债市场有着非常密切的关系,而且本身就是一个非常重要的市场。这就是为什么我们像全球金融危机期间那样买入;我们还购买了 MBS,”鲍威尔说。</blockquote></p><p> He gave no indication the Fed would make a distinction between tapering Treasury and mortgage-backed securities.</p><p><blockquote>他没有表示美联储会区分缩减国债和抵押贷款支持证券。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/fed-official-says-another-boom-and-bust-housing-market-is-not-sustainable-11624876223?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":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/fed-official-says-another-boom-and-bust-housing-market-is-not-sustainable-11624876223?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146047887","content_text":"“It’s very important for us to get back to our 2 percent inflation target but the goal is for that to be sustainable. And for that to be sustainable, we can’t have a boom and bust cycle in something like real estate.”\n\n\n — Boston Fed President Eric Rosengren\n\nEric Rosengren, the president of the Boston Fed, expressed concern over the housing market in an interview with the Financial Times , and it comes as data shows house prices soaring. The median price for an existing home sale skyrocketed 24% in May. Other house price measures also are surging.\nRosengren noted the financial stability concerns that come from boom-and-bust real estate cycles. In 2008, there was a global financial crisis as the housing market collapsed.\nRosengren's comments come amid intense debate at the central bank as to when it should start reduce the rate of its monthly bond purchases.\nRosengren's view does not appear to be shared, as yet, by the core of Fed officials who set policy. MarketWatch's Greg Robb asked Fed Chair Jerome Powell in April about the fact the central bank was buying mortgage-backed securities, which was helping to boost the housing market. Powell did not express alarm.\n\"It's not meant to provide direct assistance to the housing market. That was never the intent. It was really just to keep that as--it's a very close relation to the Treasury market and a very important market on its own. And so that's why we bought as we did during the Global Financial Crisis; we bought MBS too,\" said Powell.\nHe gave no indication the Fed would make a distinction between tapering Treasury and mortgage-backed securities.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150167404,"gmtCreate":1624890233908,"gmtModify":1633947415660,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574772025886423","authorIdStr":"3574772025886423"},"themes":[],"title":"","htmlText":"Seem to be going to the moon","listText":"Seem to be going to the moon","text":"Seem to be going to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150167404","repostId":"1105982179","repostType":4,"repost":{"id":"1105982179","kind":"news","pubTimestamp":1624889210,"share":"https://www.laohunote.com/m/news/1105982179?lang=zh_CN&edition=full","pubTime":"2021-06-28 22:06","market":"us","language":"en","title":"Palantir: The Mass Exodus<blockquote>Palantir:大规模出走</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105982179","media":"seekingalpha","summary":"Summary\n\nShort interest in Palantir dropped by 23.8% in the latest cycle.\nEven though Palantir conti","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Short interest in Palantir dropped by 23.8% in the latest cycle.</li> <li>Even though Palantir continues to be surrounded by bearish narratives, market participants don't seem to be comfortable with shorting the stock.</li> <li>The stock could rally further.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16279727ada0c46eb4d43744da02d1cc\" tg-width=\"768\" tg-height=\"512\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>在最近一个周期中,Palantir 的空头兴趣下降了 23.8%。</li><li>尽管 Palantir 继续被看跌言论所包围,但市场参与者似乎并不愿意做空该股。</li><li>该股可能会进一步上涨。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock 社论来自 Getty Images</span></p></blockquote></p><p> Palantir's (PLTR) shares are up 20% in the last month alone but the rally could still continue. Latest data reveals that short interest in Palantir declined by 23.8% in the latest cycle alone. This suggests that a broad swath of market participants isn't buying into the bearish narratives surrounding the company, perceive its stock to be fairly valued and perhaps even anticipate it to rally going forward. This development should come across as an encouraging sign for the company's long-side investors. Let's take a closer look at it all.</p><p><blockquote>Palantir (PLTR) 的股价仅上个月就上涨了 20%,但涨势仍可能持续。最新数据显示,仅在最近一个周期,对 Palantir 的空头兴趣就下降了 23.8%。这表明广大市场参与者并不相信围绕该公司的看跌说法,认为其股票估值合理,甚至可能预计其未来会上涨。这一进展对于该公司的多头投资者来说应该是一个令人鼓舞的迹象。让我们仔细看看这一切。</blockquote></p><p> <b>The Data</b></p><p><blockquote><b>数据</b></blockquote></p><p> I'd like to start by explaining the term \"short interest\" for the uninitiated. It's essentially the total number of short positions that are open against any given stock. A sharp rise in the metric indicates that traders grew bearish on the concerned company, and actively initiated short positions against it. Conversely, a sharp decline in the metric indicates that traders actively wound up their short positions either perhaps because they anticipate the stock to bottom out and/or rally going forward. So, the short interest is a useful tool to gauge the Street's ever-evolving market sentiment.</p><p><blockquote>我想首先为门外汉解释一下“空头利息”这个术语。它本质上是针对任何给定股票的空头头寸总数。该指标的急剧上升表明交易员对相关公司变得看跌,并积极针对该公司建立空头头寸。相反,该指标的急剧下降表明交易者积极平仓空头头寸,可能是因为他们预计股票将触底和/或未来反弹。因此,空头利息是衡量华尔街不断变化的市场情绪的有用工具。</blockquote></p><p> In Palantir's case, its short interest at the end of the latest data cycle stood at 52.3 million, sharply down by 23.8% on a sequential basis. Although Palantir's short interest figure isn't at its all-time low yet, the pace of its recent decline, however, is certainly one of the fastest in the company's brief history since its direct listing last year. For the record, Palantir has over 1.8 billion shares outstanding which means that about 2.8% of its entire share total had been shorted. Also, the short interest data is for the cycle spanning from early June to mid-June, and the data wasreleasedon Thursday.</p><p><blockquote>以 Palantir 为例,在最新数据周期结束时,其空头权益为 5230 万,环比大幅下降 23.8%。尽管 Palantir 的空头利息数字尚未处于历史最低点,但其最近的下降速度无疑是该公司自去年直接上市以来短暂历史上最快的下降速度之一。根据记录,Palantir 拥有超过 18 亿股流通股,这意味着其全部股票总数的约 2.8% 已被做空。此外,空头利息数据涵盖 6 月初至 6 月中旬的周期,该数据于周四发布。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/95e4623fda1d9079a2699b57d4ee0f42\" tg-width=\"637\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Next, I wanted to confirm if other software application companies also registered a sharp reduction in their short interest figures, or was Palantir an anomaly in its peer group. So, to get a broader perspective on its industry, I pulled the short interest figures for about 100 software application stocks listed in the US. Interestingly, 55% of these stocks registered a net reduction in their short interest figures, of varying magnitudes of course, which points to an industry-wide short unwinding.</p><p><blockquote>接下来,我想确认其他软件应用公司的空头利息数字是否也大幅下降,或者 Palantir 是否是同行中的一个异常现象。因此,为了更广泛地了解其行业,我绘制了大约 100 只在美国上市的软件应用股票的空头利息数据。有趣的是,这些股票中有 55% 的空头利息数字出现净下降,当然幅度各不相同,这表明整个行业的空头平仓。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091feec9aa17f821d01f34a7b46bb2bb\" tg-width=\"610\" tg-height=\"506\"><span>(Source: BusinessQuant.com, Wsj.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(资料来源:BusinessQuant.com、Wsj.com)</span></p></blockquote></p><p> Moreover, the median short interest decline was 1.9%, whereas Palantir's short interest declined by a far more significant 23.8% during the same data cycle. In fact, there were just 6 other stocks in our study group, which saw their short interest decline in excess of 23.8%. This conclusively shows that market participants were far too active with unwinding their short positions in Palantir.</p><p><blockquote>此外,空头利息下降幅度中位数为 1.9%,而 Palantir 的空头利息在同一数据周期内下降幅度更大,达到 23.8%。事实上,我们的研究组中只有其他6只股票,其空头利息下降超过23.8%。这最终表明市场参与者在平仓 Palantir 空头头寸方面过于积极。</blockquote></p><p> But this leads us to an important question - why are market participants so cautious with shorting Palantir in the first place?</p><p><blockquote>但这给我们带来了一个重要的问题——为什么市场参与者首先对做空 Palantir 如此谨慎?</blockquote></p><p> <b>Cautious for Good Reason</b></p><p><blockquote><b>有充分理由谨慎</b></blockquote></p><p> As I've explained in my prior articles, Palantir has several initiatives at play which could collectively catapult its growth in 2021-22. These initiatives include itstransitionto a customer-friendly payment model to boost commercial sales, offeringfree trialsto major companies to expand its sales funnel and expanding itssales teamto revamp its outbound marketing function. We won't be discussing the same points again to avoid being repetitive, but the takeaway here is that since Palantir is undertaking several growth initiatives, it makes for a risky short bet for the time being at least.</p><p><blockquote>正如我在之前的文章中解释的那样,Palantir有几项举措可以共同推动其在2021-22年的增长。这些举措包括向客户友好的支付模式过渡以促进商业销售,向大公司提供免费试用以扩大其销售渠道,以及扩大其销售团队以改进其对外营销功能。为了避免重复,我们不会再次讨论相同的观点,但这里的要点是,由于 Palantir 正在采取多项增长计划,因此至少目前这是一个有风险的空头押注。</blockquote></p><p> But don't take my word for it.</p><p><blockquote>但不要相信我的话。</blockquote></p><p> The community of professional analysts is realizing Palantir's growth potential and raising their revenue estimates for its current fiscal year. They've raised their FY21 revenue estimates by about 5% so far since mid-January and there's no telling how many of such upward revenue revisions are still in store for the remainder of Palantir's FY21. This bullish uncertainty presents an unfavorable risk-reward ratio for short-side market participants and explains why short interest in Palantir continues to decline.</p><p><blockquote>专业分析师社区正在意识到 Palantir 的增长潜力,并提高了其当前财年的收入预期。自 1 月中旬以来,他们已将 21 财年收入预期上调了约 5%,目前尚不清楚 Palantir 21 财年剩余时间内仍有多少此类收入上调。这种看涨的不确定性给空头市场参与者带来了不利的风险回报率,并解释了为什么对 Palantir 的空头兴趣持续下降。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/74bccdf90ceb880c1a3edddad8743a1e\" tg-width=\"636\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p><p> There's another point to consider here, that nobody seems to be talking about. Palantir has won several COVID-19 tracking-related contracts (such ashere,here,here,hereandhere) over the last 12 - 15 months as government agencies across the globe grappled to control the spread and tried to better manage their resources. With COVID-19 said to be making a fierce comeback with thedelta variant, I contend that Palantir could experience a similar order windfall this year, from proactive government agencies, which could boost the company's government sales along the way.</p><p><blockquote>这里还有一点需要考虑,似乎没有人谈论。在过去的12-15个月里,随着全球政府机构努力控制病毒传播并试图更好地管理其资源,Palantir赢得了几份与新冠肺炎跟踪相关的合同(如ashere、here、here和here)。据说 COVID-19 将凭借 Delta 变体强势卷土重来,我认为 Palantir 今年可能会经历来自积极主动的政府机构的类似订单意外之财,这可能会在此过程中促进该公司的政府销售。</blockquote></p><p> Lastly, several commenters argue that Palantir's shares are trading at a premium and are due for a sharp correction. Its shares are trading at about 34-times trailing twelve-month sales so it's understandable why many might think that the stock is overvalued. But I believe the problem with this approach is that we're not factoring in industry-wide trading multiples or Palantir's revenue growth rate, compared to its peers.</p><p><blockquote>最后,一些评论者认为 Palantir 的股价正在溢价,并且应该会出现大幅调整。其股价在过去 12 个月销售额中的交易价格约为 34 倍,因此许多人认为该股被高估是可以理解的。但我认为这种方法的问题在于,与同行相比,我们没有考虑全行业的交易倍数或 Palantir 的收入增长率。</blockquote></p><p> So, to put things in perspective, I compiled the revenue growth rates and price-to-sales (or P/S) multiples for over 320 software infrastructure and software application stocks that are currently listed on US exchanges. Next, I benchmarked these industry groups based on Palantir's revenue growth rate and its P/S multiple. As it turns out, over 90% of Palantir's peers have a slower revenue growth and/or are trading at higher trading multiples. This suggests that Palantir's higher pace of growth justifies its price premium and that the bearish concerns regarding its valuations, are exaggerated.</p><p><blockquote>因此,为了客观地看待事情,我编制了目前在美国交易所上市的320多只软件基础设施和软件应用股票的收入增长率和市销率(或P/S)倍数。接下来,我根据 Palantir 的收入增长率及其市盈率对这些行业集团进行了基准测试。事实证明,超过 90% 的 Palantir 同行收入增长较慢和/或交易倍数较高。这表明 Palantir 较高的增长率证明了其价格溢价的合理性,并且对其估值的悲观担忧被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fefb171f61438817b747d6a50fff8133\" tg-width=\"640\" tg-height=\"414\"><span>(Source: Business Quant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Business Quant.com)</span></p></blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> I'd like to point to readers that fluctuations in short interest figures don't always impact the underlying stock prices. This data is based on short positions that were open at a prior cut-off date and investors with a long-term time horizon should, at best, use it to corroborate their bull or bear thesis.</p><p><blockquote>我想向读者指出,空头利息数据的波动并不总是影响标的股票价格。该数据基于在先前截止日期开立的空头头寸,具有长期期限的投资者充其量应该使用它来证实他们的牛市或熊市论点。</blockquote></p><p> Having said that, if the bearish narratives surrounding Palantir held any merit, or posed a legitimate risk to its share price, a broad swath of market participants would've actively shorted the stock to profit off of this near-certain eventuality. But that didn't happen and its short interest declined instead, that too by a significant amount.</p><p><blockquote>话虽如此,如果围绕 Palantir 的看跌说法有任何价值,或者对其股价构成合法风险,那么广大市场参与者就会积极做空该股,以从这种几乎确定的可能性中获利。但这并没有发生,其空头利息反而下降了,而且下降幅度也很大。</blockquote></p><p> This active short unwinding indicates that market participants are uncomfortable in shorting the stock at current levels. This should come across as a reassuring sign for the company's long-side shareholders. The stock seems to be fairly valued and has the potential to rally further. Good Luck!</p><p><blockquote>这种积极的空头平仓表明市场参与者对在当前水平做空该股感到不安。对于公司的长期股东来说,这应该是一个令人放心的迹象。该股似乎估值合理,并有进一步上涨的潜力。祝你好运!</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>Palantir: The Mass Exodus<blockquote>Palantir:大规模出走</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\">\nPalantir: The Mass Exodus<blockquote>Palantir:大规模出走</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-28 22:06</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>Short interest in Palantir dropped by 23.8% in the latest cycle.</li> <li>Even though Palantir continues to be surrounded by bearish narratives, market participants don't seem to be comfortable with shorting the stock.</li> <li>The stock could rally further.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16279727ada0c46eb4d43744da02d1cc\" tg-width=\"768\" tg-height=\"512\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>在最近一个周期中,Palantir 的空头兴趣下降了 23.8%。</li><li>尽管 Palantir 继续被看跌言论所包围,但市场参与者似乎并不愿意做空该股。</li><li>该股可能会进一步上涨。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock 社论来自 Getty Images</span></p></blockquote></p><p> Palantir's (PLTR) shares are up 20% in the last month alone but the rally could still continue. Latest data reveals that short interest in Palantir declined by 23.8% in the latest cycle alone. This suggests that a broad swath of market participants isn't buying into the bearish narratives surrounding the company, perceive its stock to be fairly valued and perhaps even anticipate it to rally going forward. This development should come across as an encouraging sign for the company's long-side investors. Let's take a closer look at it all.</p><p><blockquote>Palantir (PLTR) 的股价仅上个月就上涨了 20%,但涨势仍可能持续。最新数据显示,仅在最近一个周期,对 Palantir 的空头兴趣就下降了 23.8%。这表明广大市场参与者并不相信围绕该公司的看跌说法,认为其股票估值合理,甚至可能预计其未来会上涨。这一进展对于该公司的多头投资者来说应该是一个令人鼓舞的迹象。让我们仔细看看这一切。</blockquote></p><p> <b>The Data</b></p><p><blockquote><b>数据</b></blockquote></p><p> I'd like to start by explaining the term \"short interest\" for the uninitiated. It's essentially the total number of short positions that are open against any given stock. A sharp rise in the metric indicates that traders grew bearish on the concerned company, and actively initiated short positions against it. Conversely, a sharp decline in the metric indicates that traders actively wound up their short positions either perhaps because they anticipate the stock to bottom out and/or rally going forward. So, the short interest is a useful tool to gauge the Street's ever-evolving market sentiment.</p><p><blockquote>我想首先为门外汉解释一下“空头利息”这个术语。它本质上是针对任何给定股票的空头头寸总数。该指标的急剧上升表明交易员对相关公司变得看跌,并积极针对该公司建立空头头寸。相反,该指标的急剧下降表明交易者积极平仓空头头寸,可能是因为他们预计股票将触底和/或未来反弹。因此,空头利息是衡量华尔街不断变化的市场情绪的有用工具。</blockquote></p><p> In Palantir's case, its short interest at the end of the latest data cycle stood at 52.3 million, sharply down by 23.8% on a sequential basis. Although Palantir's short interest figure isn't at its all-time low yet, the pace of its recent decline, however, is certainly one of the fastest in the company's brief history since its direct listing last year. For the record, Palantir has over 1.8 billion shares outstanding which means that about 2.8% of its entire share total had been shorted. Also, the short interest data is for the cycle spanning from early June to mid-June, and the data wasreleasedon Thursday.</p><p><blockquote>以 Palantir 为例,在最新数据周期结束时,其空头权益为 5230 万,环比大幅下降 23.8%。尽管 Palantir 的空头利息数字尚未处于历史最低点,但其最近的下降速度无疑是该公司自去年直接上市以来短暂历史上最快的下降速度之一。根据记录,Palantir 拥有超过 18 亿股流通股,这意味着其全部股票总数的约 2.8% 已被做空。此外,空头利息数据涵盖 6 月初至 6 月中旬的周期,该数据于周四发布。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/95e4623fda1d9079a2699b57d4ee0f42\" tg-width=\"637\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Next, I wanted to confirm if other software application companies also registered a sharp reduction in their short interest figures, or was Palantir an anomaly in its peer group. So, to get a broader perspective on its industry, I pulled the short interest figures for about 100 software application stocks listed in the US. Interestingly, 55% of these stocks registered a net reduction in their short interest figures, of varying magnitudes of course, which points to an industry-wide short unwinding.</p><p><blockquote>接下来,我想确认其他软件应用公司的空头利息数字是否也大幅下降,或者 Palantir 是否是同行中的一个异常现象。因此,为了更广泛地了解其行业,我绘制了大约 100 只在美国上市的软件应用股票的空头利息数据。有趣的是,这些股票中有 55% 的空头利息数字出现净下降,当然幅度各不相同,这表明整个行业的空头平仓。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091feec9aa17f821d01f34a7b46bb2bb\" tg-width=\"610\" tg-height=\"506\"><span>(Source: BusinessQuant.com, Wsj.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(资料来源:BusinessQuant.com、Wsj.com)</span></p></blockquote></p><p> Moreover, the median short interest decline was 1.9%, whereas Palantir's short interest declined by a far more significant 23.8% during the same data cycle. In fact, there were just 6 other stocks in our study group, which saw their short interest decline in excess of 23.8%. This conclusively shows that market participants were far too active with unwinding their short positions in Palantir.</p><p><blockquote>此外,空头利息下降幅度中位数为 1.9%,而 Palantir 的空头利息在同一数据周期内下降幅度更大,达到 23.8%。事实上,我们的研究组中只有其他6只股票,其空头利息下降超过23.8%。这最终表明市场参与者在平仓 Palantir 空头头寸方面过于积极。</blockquote></p><p> But this leads us to an important question - why are market participants so cautious with shorting Palantir in the first place?</p><p><blockquote>但这给我们带来了一个重要的问题——为什么市场参与者首先对做空 Palantir 如此谨慎?</blockquote></p><p> <b>Cautious for Good Reason</b></p><p><blockquote><b>有充分理由谨慎</b></blockquote></p><p> As I've explained in my prior articles, Palantir has several initiatives at play which could collectively catapult its growth in 2021-22. These initiatives include itstransitionto a customer-friendly payment model to boost commercial sales, offeringfree trialsto major companies to expand its sales funnel and expanding itssales teamto revamp its outbound marketing function. We won't be discussing the same points again to avoid being repetitive, but the takeaway here is that since Palantir is undertaking several growth initiatives, it makes for a risky short bet for the time being at least.</p><p><blockquote>正如我在之前的文章中解释的那样,Palantir有几项举措可以共同推动其在2021-22年的增长。这些举措包括向客户友好的支付模式过渡以促进商业销售,向大公司提供免费试用以扩大其销售渠道,以及扩大其销售团队以改进其对外营销功能。为了避免重复,我们不会再次讨论相同的观点,但这里的要点是,由于 Palantir 正在采取多项增长计划,因此至少目前这是一个有风险的空头押注。</blockquote></p><p> But don't take my word for it.</p><p><blockquote>但不要相信我的话。</blockquote></p><p> The community of professional analysts is realizing Palantir's growth potential and raising their revenue estimates for its current fiscal year. They've raised their FY21 revenue estimates by about 5% so far since mid-January and there's no telling how many of such upward revenue revisions are still in store for the remainder of Palantir's FY21. This bullish uncertainty presents an unfavorable risk-reward ratio for short-side market participants and explains why short interest in Palantir continues to decline.</p><p><blockquote>专业分析师社区正在意识到 Palantir 的增长潜力,并提高了其当前财年的收入预期。自 1 月中旬以来,他们已将 21 财年收入预期上调了约 5%,目前尚不清楚 Palantir 21 财年剩余时间内仍有多少此类收入上调。这种看涨的不确定性给空头市场参与者带来了不利的风险回报率,并解释了为什么对 Palantir 的空头兴趣持续下降。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/74bccdf90ceb880c1a3edddad8743a1e\" tg-width=\"636\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p><p> There's another point to consider here, that nobody seems to be talking about. Palantir has won several COVID-19 tracking-related contracts (such ashere,here,here,hereandhere) over the last 12 - 15 months as government agencies across the globe grappled to control the spread and tried to better manage their resources. With COVID-19 said to be making a fierce comeback with thedelta variant, I contend that Palantir could experience a similar order windfall this year, from proactive government agencies, which could boost the company's government sales along the way.</p><p><blockquote>这里还有一点需要考虑,似乎没有人谈论。在过去的12-15个月里,随着全球政府机构努力控制病毒传播并试图更好地管理其资源,Palantir赢得了几份与新冠肺炎跟踪相关的合同(如ashere、here、here和here)。据说 COVID-19 将凭借 Delta 变体强势卷土重来,我认为 Palantir 今年可能会经历来自积极主动的政府机构的类似订单意外之财,这可能会在此过程中促进该公司的政府销售。</blockquote></p><p> Lastly, several commenters argue that Palantir's shares are trading at a premium and are due for a sharp correction. Its shares are trading at about 34-times trailing twelve-month sales so it's understandable why many might think that the stock is overvalued. But I believe the problem with this approach is that we're not factoring in industry-wide trading multiples or Palantir's revenue growth rate, compared to its peers.</p><p><blockquote>最后,一些评论者认为 Palantir 的股价正在溢价,并且应该会出现大幅调整。其股价在过去 12 个月销售额中的交易价格约为 34 倍,因此许多人认为该股被高估是可以理解的。但我认为这种方法的问题在于,与同行相比,我们没有考虑全行业的交易倍数或 Palantir 的收入增长率。</blockquote></p><p> So, to put things in perspective, I compiled the revenue growth rates and price-to-sales (or P/S) multiples for over 320 software infrastructure and software application stocks that are currently listed on US exchanges. Next, I benchmarked these industry groups based on Palantir's revenue growth rate and its P/S multiple. As it turns out, over 90% of Palantir's peers have a slower revenue growth and/or are trading at higher trading multiples. This suggests that Palantir's higher pace of growth justifies its price premium and that the bearish concerns regarding its valuations, are exaggerated.</p><p><blockquote>因此,为了客观地看待事情,我编制了目前在美国交易所上市的320多只软件基础设施和软件应用股票的收入增长率和市销率(或P/S)倍数。接下来,我根据 Palantir 的收入增长率及其市盈率对这些行业集团进行了基准测试。事实证明,超过 90% 的 Palantir 同行收入增长较慢和/或交易倍数较高。这表明 Palantir 较高的增长率证明了其价格溢价的合理性,并且对其估值的悲观担忧被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fefb171f61438817b747d6a50fff8133\" tg-width=\"640\" tg-height=\"414\"><span>(Source: Business Quant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Business Quant.com)</span></p></blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> I'd like to point to readers that fluctuations in short interest figures don't always impact the underlying stock prices. This data is based on short positions that were open at a prior cut-off date and investors with a long-term time horizon should, at best, use it to corroborate their bull or bear thesis.</p><p><blockquote>我想向读者指出,空头利息数据的波动并不总是影响标的股票价格。该数据基于在先前截止日期开立的空头头寸,具有长期期限的投资者充其量应该使用它来证实他们的牛市或熊市论点。</blockquote></p><p> Having said that, if the bearish narratives surrounding Palantir held any merit, or posed a legitimate risk to its share price, a broad swath of market participants would've actively shorted the stock to profit off of this near-certain eventuality. But that didn't happen and its short interest declined instead, that too by a significant amount.</p><p><blockquote>话虽如此,如果围绕 Palantir 的看跌说法有任何价值,或者对其股价构成合法风险,那么广大市场参与者就会积极做空该股,以从这种几乎确定的可能性中获利。但这并没有发生,其空头利息反而下降了,而且下降幅度也很大。</blockquote></p><p> This active short unwinding indicates that market participants are uncomfortable in shorting the stock at current levels. This should come across as a reassuring sign for the company's long-side shareholders. The stock seems to be fairly valued and has the potential to rally further. Good Luck!</p><p><blockquote>这种积极的空头平仓表明市场参与者对在当前水平做空该股感到不安。对于公司的长期股东来说,这应该是一个令人放心的迹象。该股似乎估值合理,并有进一步上涨的潜力。祝你好运!</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4436907-palantir-the-mass-exodus\">seekingalpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4436907-palantir-the-mass-exodus","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105982179","content_text":"Summary\n\nShort interest in Palantir dropped by 23.8% in the latest cycle.\nEven though Palantir continues to be surrounded by bearish narratives, market participants don't seem to be comfortable with shorting the stock.\nThe stock could rally further.\n\nMichael Vi/iStock Editorial via Getty Images\nPalantir's (PLTR) shares are up 20% in the last month alone but the rally could still continue. Latest data reveals that short interest in Palantir declined by 23.8% in the latest cycle alone. This suggests that a broad swath of market participants isn't buying into the bearish narratives surrounding the company, perceive its stock to be fairly valued and perhaps even anticipate it to rally going forward. This development should come across as an encouraging sign for the company's long-side investors. Let's take a closer look at it all.\nThe Data\nI'd like to start by explaining the term \"short interest\" for the uninitiated. It's essentially the total number of short positions that are open against any given stock. A sharp rise in the metric indicates that traders grew bearish on the concerned company, and actively initiated short positions against it. Conversely, a sharp decline in the metric indicates that traders actively wound up their short positions either perhaps because they anticipate the stock to bottom out and/or rally going forward. So, the short interest is a useful tool to gauge the Street's ever-evolving market sentiment.\nIn Palantir's case, its short interest at the end of the latest data cycle stood at 52.3 million, sharply down by 23.8% on a sequential basis. Although Palantir's short interest figure isn't at its all-time low yet, the pace of its recent decline, however, is certainly one of the fastest in the company's brief history since its direct listing last year. For the record, Palantir has over 1.8 billion shares outstanding which means that about 2.8% of its entire share total had been shorted. Also, the short interest data is for the cycle spanning from early June to mid-June, and the data wasreleasedon Thursday.\n\nNext, I wanted to confirm if other software application companies also registered a sharp reduction in their short interest figures, or was Palantir an anomaly in its peer group. So, to get a broader perspective on its industry, I pulled the short interest figures for about 100 software application stocks listed in the US. Interestingly, 55% of these stocks registered a net reduction in their short interest figures, of varying magnitudes of course, which points to an industry-wide short unwinding.\n(Source: BusinessQuant.com, Wsj.com)\nMoreover, the median short interest decline was 1.9%, whereas Palantir's short interest declined by a far more significant 23.8% during the same data cycle. In fact, there were just 6 other stocks in our study group, which saw their short interest decline in excess of 23.8%. This conclusively shows that market participants were far too active with unwinding their short positions in Palantir.\nBut this leads us to an important question - why are market participants so cautious with shorting Palantir in the first place?\nCautious for Good Reason\nAs I've explained in my prior articles, Palantir has several initiatives at play which could collectively catapult its growth in 2021-22. These initiatives include itstransitionto a customer-friendly payment model to boost commercial sales, offeringfree trialsto major companies to expand its sales funnel and expanding itssales teamto revamp its outbound marketing function. We won't be discussing the same points again to avoid being repetitive, but the takeaway here is that since Palantir is undertaking several growth initiatives, it makes for a risky short bet for the time being at least.\nBut don't take my word for it.\nThe community of professional analysts is realizing Palantir's growth potential and raising their revenue estimates for its current fiscal year. They've raised their FY21 revenue estimates by about 5% so far since mid-January and there's no telling how many of such upward revenue revisions are still in store for the remainder of Palantir's FY21. This bullish uncertainty presents an unfavorable risk-reward ratio for short-side market participants and explains why short interest in Palantir continues to decline.\n\nThere's another point to consider here, that nobody seems to be talking about. Palantir has won several COVID-19 tracking-related contracts (such ashere,here,here,hereandhere) over the last 12 - 15 months as government agencies across the globe grappled to control the spread and tried to better manage their resources. With COVID-19 said to be making a fierce comeback with thedelta variant, I contend that Palantir could experience a similar order windfall this year, from proactive government agencies, which could boost the company's government sales along the way.\nLastly, several commenters argue that Palantir's shares are trading at a premium and are due for a sharp correction. Its shares are trading at about 34-times trailing twelve-month sales so it's understandable why many might think that the stock is overvalued. But I believe the problem with this approach is that we're not factoring in industry-wide trading multiples or Palantir's revenue growth rate, compared to its peers.\nSo, to put things in perspective, I compiled the revenue growth rates and price-to-sales (or P/S) multiples for over 320 software infrastructure and software application stocks that are currently listed on US exchanges. Next, I benchmarked these industry groups based on Palantir's revenue growth rate and its P/S multiple. As it turns out, over 90% of Palantir's peers have a slower revenue growth and/or are trading at higher trading multiples. This suggests that Palantir's higher pace of growth justifies its price premium and that the bearish concerns regarding its valuations, are exaggerated.\n(Source: Business Quant.com)\nFinal Thoughts\nI'd like to point to readers that fluctuations in short interest figures don't always impact the underlying stock prices. This data is based on short positions that were open at a prior cut-off date and investors with a long-term time horizon should, at best, use it to corroborate their bull or bear thesis.\nHaving said that, if the bearish narratives surrounding Palantir held any merit, or posed a legitimate risk to its share price, a broad swath of market participants would've actively shorted the stock to profit off of this near-certain eventuality. But that didn't happen and its short interest declined instead, that too by a significant amount.\nThis active short unwinding indicates that market participants are uncomfortable in shorting the stock at current levels. This should come across as a reassuring sign for the company's long-side shareholders. The stock seems to be fairly valued and has the potential to rally further. Good Luck!","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124719196,"gmtCreate":1624791078015,"gmtModify":1633948591370,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574772025886423","authorIdStr":"3574772025886423"},"themes":[],"title":"","htmlText":"Lol. The Game hasn't Stop.","listText":"Lol. The Game hasn't Stop.","text":"Lol. The Game hasn't Stop.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124719196","repostId":"1172710941","repostType":4,"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124719051,"gmtCreate":1624791031573,"gmtModify":1633948591713,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574772025886423","authorIdStr":"3574772025886423"},"themes":[],"title":"","htmlText":"Between the 2, maybe NIO for now.","listText":"Between the 2, maybe NIO for now.","text":"Between the 2, maybe NIO for now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124719051","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","kind":"news","pubTimestamp":1624754401,"share":"https://www.laohunote.com/m/news/1137119316?lang=zh_CN&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来?最终判决</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford launching a major offensive in the market for electric vehicles, Chinese EV maker NIO will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>I am comparing Ford against NIO in different categories.</li> <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li> <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在增进对福特和蔚来增长潜力的了解,同时突出市场地位和机遇的差异。</li><li>蔚来的增长速度比福特快得多,高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock 来自盖蒂图片社</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特公司(F)在电动汽车市场发起重大攻势,中国电动汽车制造商蔚来(蔚来)未来将面临另一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值,哪家汽车制造商提供了最好的交易?我将在每个类别中比较福特和蔚来,并在最后给出最终结论。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特与蔚来:全球电动汽车市场之争正在升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别,但两家公司都将在快速增长的全球电动汽车市场展开较量。福特的车队还没有以电动汽车为重点,但这种情况将会改变: 福特感觉到电动汽车竞赛正在升温,因此表示将加快其电气化计划,在 2025 年前投资 300 亿美元用于电动汽车制造能力。福特之前的资本计划要求投资 220 亿美元用于零排放汽车。福特还设定了一个雄心勃勃的销售目标:未来十年,其全球销量的 40% 将是电动汽车,皮卡车销量的 33% 将是电动汽车。目前,电动汽车销量仅占福特销量的 1%。随着福特逐步淘汰内燃机,它将在 2040 年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年,全球电动汽车销量为320万辆,市场份额仅为4.2%。然而,2020 年,中国购买了全球 41% 的电动汽车。去年,中国买家购买了 130 万辆电动汽车,随着北京寻求促进电动汽车的普及,销量将快速增长。电动汽车的第二大市场是欧洲,占全球电动汽车销量的42%。美国只是全球第三大插电式电动汽车市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:维基百科)</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>到目前为止,中国是世界上增长最快的电动汽车市场,尽管欧洲正在迅速迎头赶上,部分原因是立法努力增加零排放乘用车的采用,以及对欧洲范围内充电站网络的大量投资。蔚来正处于进军欧洲市场的风口浪尖,希望在竞争准备就绪之前扩大其在世界第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>中国政府是蔚来汽车工业电气化的推动者: 中国政府希望到 2025 年,电动汽车在新车销售中所占份额达到 20%,这将推动电动汽车在中国本土市场的普及。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:施罗德)</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策,这些市场将迎来世界上最快的销售增长和最高的电动汽车采用率。由于人口规模,中国不仅是最大的市场,而且预计到2030年,电动汽车销量将超过全球所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:麦肯锡)</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长和更有利的监管框架,这里的赢家将是:蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有百年的制造经验。但到目前为止,福特的产品阵容中只有一款与蔚来相比的全电动汽车:野马 Mach-E SUV。2022 年,福特将开始销售全电动 F-150 Lightening,该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录,包括5座ES6 SUV、5座轿跑车SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来只专注于生产电动汽车,并且占据了一个非常小且明确的利基市场,这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验,可以利用全球制造基地以比任何利基电动汽车制造商希望实现的速度更快地提高电动汽车产量。这使得福特不仅在美国是特斯拉(TSLA)的有力竞争对手,而且在国外也是蔚来的有力竞争对手。福特正在加速其电气化计划,它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议斥资 300 亿美元用于车队电气化,这将加速其转型,并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>这里的赢家:福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化与BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在这个市场中的重要性,随着时间的推移,这个市场只会变得更加竞争,这就是为什么两家公司都在一个相关领域大力投资,这个领域可以打破或巩固电动汽车市场的主导地位:电池技术。</blockquote></p><p> Ford is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司 SK Innovation 成立一家合资企业,以确保牵引电池芯和阵列模块的供应。该合资企业旨在加快电池交付速度,年产量约为 60 GWh,足以满足福特到 2030 年预计年能源需求的 25%。蔚来也在投资电池技术,并组建了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特不同的是,蔚来的电池投资战略围绕着电池订阅模式,也称为 “电池即服务 ”,这为这家中国汽车制造商创造了一个强大的长期收入机会。在这种 “BaaS” 模式下,用户购买蔚来电动汽车可获得 7 万元人民币的初始折扣,折合 1.08 万美元,并可签约包月租赁 70 千瓦时的可充电电池。然后可以在蔚来的换电站更换电池,这些换电站在中国大多数大城市都有。电池订阅费用为每月980元人民币,相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处:由于前期折扣,从蔚来购买电动汽车变得更加实惠,订阅模式确保用户受益于电池技术的进步和随着时间的推移更好的性能。将电池成本与汽车价格脱钩,为蔚来创造了一个全新的订阅收入流。“BaaS ”订阅的收入可用于增加蔚来充电/换电站网络的密度。电池订阅模式还将客户绑定到蔚来,从而潜在地增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>随着福特和蔚来增加资本配置,它们有望从电动汽车电池成本下降中受益。随着越来越多的投资流入开发更高效的电池,性能将会提高,成本将会下降,这应该会推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车比内燃机乘用车更具竞争力。但由于蔚来明确围绕电池订阅构建部分商业模式,蔚来可能会比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德提供的信息,自 2014 年以来,电动汽车的电池成本已下降 70%,并且本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:施罗德)</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS ”模式是天才之作,从长远来看,它可能会发展成为蔚来每年 5 亿美元的收入机会。尽管福特正在加大对电池技术的投资,但这一类别的赢家是:蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特 5 月份的销量同比增长 4.1%,但电动汽车销量(包括混合动力汽车)同比激增 184%,福特 5 月份售出了创纪录的 10,364 辆电动汽车/混合动力汽车。Escape electrified 和 Explorer Hybrid 的销量分别同比增长 125% 和 132%,显示出强劲的客户吸引力。蔚来上个月交付了 6,711 辆汽车,其中包括 3,017 辆 ES6、1,412 辆 ES8 和 2,282 辆 EC6。5 月份总交付量同比增长 95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销量是蔚来汽车的54倍,这为蔚来创造了更多的销售增长和重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来之间的估值差异就像黑夜和白天之间的差异。这是因为尽管电动汽车类别实现了爆炸式增长,但福特仍被视为一家成熟的汽车制造商,预计企业销量增长将达到中低位数。福特预计到 2025 财年(基准年:2020 财年)收入将增长 33%,蔚来将增长 808%!</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于销售增长的这些差异,蔚来与福特完全相反,至少就估值而言是这样。这家中国电动汽车制造商预计今年的销量和交付量将增长接近 100%,由于蔚来只销售电动汽车,蔚来的市值与销量之比远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:作者)</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来有更大的风险……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业,但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。与福特相比,蔚来的全球总销售额增长潜力更大,因为它的营收基础较小。但也有一些事情对蔚来不利。例如,与可以依赖全球服务和分销网络的福特相比,由于生产缺陷导致的召回对于蔚来来说将是一个更大的挑战。蔚来的估值也并非没有风险,因为生产受挫导致销售增长意外放缓,将对财务状况造成更大影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>最终判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更 “性感 ”的汽车制造商。在中国和欧洲的强劲采用率和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩,堪称天才。你为这种增长付出了高昂的代价,但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展,随着该汽车制造商车队电气化,电动汽车销量的比例也将不断增加。福特在电动汽车市场潜力巨大,但由于电动汽车销量占总销量的比例仍然相对较低,福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力,请购买蔚来。如果你相信全球电动汽车市场的潜力,又不喜欢太大的风险,那就买福特吧。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来?最终判决</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFord Or NIO? The Final Verdict<blockquote>福特还是蔚来?最终判决</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-27 08:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>I am comparing Ford against NIO in different categories.</li> <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li> <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在增进对福特和蔚来增长潜力的了解,同时突出市场地位和机遇的差异。</li><li>蔚来的增长速度比福特快得多,高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock 来自盖蒂图片社</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特公司(F)在电动汽车市场发起重大攻势,中国电动汽车制造商蔚来(蔚来)未来将面临另一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值,哪家汽车制造商提供了最好的交易?我将在每个类别中比较福特和蔚来,并在最后给出最终结论。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特与蔚来:全球电动汽车市场之争正在升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别,但两家公司都将在快速增长的全球电动汽车市场展开较量。福特的车队还没有以电动汽车为重点,但这种情况将会改变: 福特感觉到电动汽车竞赛正在升温,因此表示将加快其电气化计划,在 2025 年前投资 300 亿美元用于电动汽车制造能力。福特之前的资本计划要求投资 220 亿美元用于零排放汽车。福特还设定了一个雄心勃勃的销售目标:未来十年,其全球销量的 40% 将是电动汽车,皮卡车销量的 33% 将是电动汽车。目前,电动汽车销量仅占福特销量的 1%。随着福特逐步淘汰内燃机,它将在 2040 年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年,全球电动汽车销量为320万辆,市场份额仅为4.2%。然而,2020 年,中国购买了全球 41% 的电动汽车。去年,中国买家购买了 130 万辆电动汽车,随着北京寻求促进电动汽车的普及,销量将快速增长。电动汽车的第二大市场是欧洲,占全球电动汽车销量的42%。美国只是全球第三大插电式电动汽车市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:维基百科)</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>到目前为止,中国是世界上增长最快的电动汽车市场,尽管欧洲正在迅速迎头赶上,部分原因是立法努力增加零排放乘用车的采用,以及对欧洲范围内充电站网络的大量投资。蔚来正处于进军欧洲市场的风口浪尖,希望在竞争准备就绪之前扩大其在世界第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>中国政府是蔚来汽车工业电气化的推动者: 中国政府希望到 2025 年,电动汽车在新车销售中所占份额达到 20%,这将推动电动汽车在中国本土市场的普及。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:施罗德)</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策,这些市场将迎来世界上最快的销售增长和最高的电动汽车采用率。由于人口规模,中国不仅是最大的市场,而且预计到2030年,电动汽车销量将超过全球所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:麦肯锡)</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长和更有利的监管框架,这里的赢家将是:蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有百年的制造经验。但到目前为止,福特的产品阵容中只有一款与蔚来相比的全电动汽车:野马 Mach-E SUV。2022 年,福特将开始销售全电动 F-150 Lightening,该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录,包括5座ES6 SUV、5座轿跑车SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来只专注于生产电动汽车,并且占据了一个非常小且明确的利基市场,这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验,可以利用全球制造基地以比任何利基电动汽车制造商希望实现的速度更快地提高电动汽车产量。这使得福特不仅在美国是特斯拉(TSLA)的有力竞争对手,而且在国外也是蔚来的有力竞争对手。福特正在加速其电气化计划,它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议斥资 300 亿美元用于车队电气化,这将加速其转型,并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>这里的赢家:福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化与BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在这个市场中的重要性,随着时间的推移,这个市场只会变得更加竞争,这就是为什么两家公司都在一个相关领域大力投资,这个领域可以打破或巩固电动汽车市场的主导地位:电池技术。</blockquote></p><p> Ford is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司 SK Innovation 成立一家合资企业,以确保牵引电池芯和阵列模块的供应。该合资企业旨在加快电池交付速度,年产量约为 60 GWh,足以满足福特到 2030 年预计年能源需求的 25%。蔚来也在投资电池技术,并组建了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特不同的是,蔚来的电池投资战略围绕着电池订阅模式,也称为 “电池即服务 ”,这为这家中国汽车制造商创造了一个强大的长期收入机会。在这种 “BaaS” 模式下,用户购买蔚来电动汽车可获得 7 万元人民币的初始折扣,折合 1.08 万美元,并可签约包月租赁 70 千瓦时的可充电电池。然后可以在蔚来的换电站更换电池,这些换电站在中国大多数大城市都有。电池订阅费用为每月980元人民币,相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处:由于前期折扣,从蔚来购买电动汽车变得更加实惠,订阅模式确保用户受益于电池技术的进步和随着时间的推移更好的性能。将电池成本与汽车价格脱钩,为蔚来创造了一个全新的订阅收入流。“BaaS ”订阅的收入可用于增加蔚来充电/换电站网络的密度。电池订阅模式还将客户绑定到蔚来,从而潜在地增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>随着福特和蔚来增加资本配置,它们有望从电动汽车电池成本下降中受益。随着越来越多的投资流入开发更高效的电池,性能将会提高,成本将会下降,这应该会推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车比内燃机乘用车更具竞争力。但由于蔚来明确围绕电池订阅构建部分商业模式,蔚来可能会比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德提供的信息,自 2014 年以来,电动汽车的电池成本已下降 70%,并且本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:施罗德)</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS ”模式是天才之作,从长远来看,它可能会发展成为蔚来每年 5 亿美元的收入机会。尽管福特正在加大对电池技术的投资,但这一类别的赢家是:蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特 5 月份的销量同比增长 4.1%,但电动汽车销量(包括混合动力汽车)同比激增 184%,福特 5 月份售出了创纪录的 10,364 辆电动汽车/混合动力汽车。Escape electrified 和 Explorer Hybrid 的销量分别同比增长 125% 和 132%,显示出强劲的客户吸引力。蔚来上个月交付了 6,711 辆汽车,其中包括 3,017 辆 ES6、1,412 辆 ES8 和 2,282 辆 EC6。5 月份总交付量同比增长 95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销量是蔚来汽车的54倍,这为蔚来创造了更多的销售增长和重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来之间的估值差异就像黑夜和白天之间的差异。这是因为尽管电动汽车类别实现了爆炸式增长,但福特仍被视为一家成熟的汽车制造商,预计企业销量增长将达到中低位数。福特预计到 2025 财年(基准年:2020 财年)收入将增长 33%,蔚来将增长 808%!</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于销售增长的这些差异,蔚来与福特完全相反,至少就估值而言是这样。这家中国电动汽车制造商预计今年的销量和交付量将增长接近 100%,由于蔚来只销售电动汽车,蔚来的市值与销量之比远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:作者)</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来有更大的风险……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业,但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。与福特相比,蔚来的全球总销售额增长潜力更大,因为它的营收基础较小。但也有一些事情对蔚来不利。例如,与可以依赖全球服务和分销网络的福特相比,由于生产缺陷导致的召回对于蔚来来说将是一个更大的挑战。蔚来的估值也并非没有风险,因为生产受挫导致销售增长意外放缓,将对财务状况造成更大影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>最终判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更 “性感 ”的汽车制造商。在中国和欧洲的强劲采用率和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩,堪称天才。你为这种增长付出了高昂的代价,但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展,随着该汽车制造商车队电气化,电动汽车销量的比例也将不断增加。福特在电动汽车市场潜力巨大,但由于电动汽车销量占总销量的比例仍然相对较低,福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力,请购买蔚来。如果你相信全球电动汽车市场的潜力,又不喜欢太大的风险,那就买福特吧。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">seekingalpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1,"symbols_score_info":{"F":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124954518,"gmtCreate":1624723306634,"gmtModify":1633949285020,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574772025886423","authorIdStr":"3574772025886423"},"themes":[],"title":"","htmlText":"Saw another news article that problem can be rectified via WiFi ","listText":"Saw another news article that problem can be rectified via WiFi ","text":"Saw another news article that problem can be rectified via WiFi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124954518","repostId":"1132692662","repostType":4,"repost":{"id":"1132692662","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":1624680481,"share":"https://www.laohunote.com/m/news/1132692662?lang=zh_CN&edition=full","pubTime":"2021-06-26 12:08","market":"us","language":"en","title":"Tesla recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口和国产Model 3和Model Y</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132692662","media":"Tiger Newspress","summary":"Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.In response to the recall, Tesla said ","content":"<p>Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.</p><p><blockquote>据中国国家市场监督管理总局消息,近日,特斯拉备案了召回计划,决定从即日起召回部分车辆。</blockquote></p><p> Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.</p><p><blockquote>特斯拉决定召回2019年1月12日至2019年11月27日期间生产的35665辆进口Model 3。</blockquote></p><p> Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.</p><p><blockquote>同时,特斯拉将召回2019年12月19日至2021年6月7日生产的部分国产Model 3,共计211256辆;2021年1月1日至2021年6月7日共生产38599辆国产Model Y。</blockquote></p><p> Due to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.</p><p><blockquote>由于本次召回范围内车辆的主动巡航控制系统存在问题,在以下情况下,驾驶员容易误启动主动巡航功能:当车辆处于D挡时,驾驶员试图通过再次推动右操纵杆来换挡;当车辆急转弯时,驾驶员误触并移动右操纵杆等。主动巡航控制误启动后,如果车辆设定的巡航速度不是当前速度,且当前速度低于设定速度,车辆就会加速到设定速度,导致车速突然增加,影响驾驶员的预期,导致车辆操控误判。极端情况下可能导致车辆碰撞,存在安全隐患。</blockquote></p><p> Tesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.</p><p><blockquote>特斯拉将通过OTA技术为召回车辆免费升级主动巡航控制软件,用户无需到店即可完成软件升级;对于无法通过OTA技术召回的车辆,特斯拉(北京)有限公司和特斯拉(上海)有限公司将通过特斯拉服务中心联系相关用户,免费为车辆升级主动巡航控制软件,以消除安全隐患。</blockquote></p><p> In response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.</p><p><blockquote>针对此次召回,特斯拉6月26日表示,对于本次召回范围内的车辆(Model 3/Model Y),由于主动巡航控制功能可能被驾驶员误激活,极端情况下存在安全隐患。特斯拉主动向国家市场监督管理总局备案了召回计划。用户无需到店完成OTA。特斯拉表示,对召回造成的不便表示歉意。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口和国产Model 3和Model Y</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口和国产Model 3和Model Y</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\">2021-06-26 12:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.</p><p><blockquote>据中国国家市场监督管理总局消息,近日,特斯拉备案了召回计划,决定从即日起召回部分车辆。</blockquote></p><p> Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.</p><p><blockquote>特斯拉决定召回2019年1月12日至2019年11月27日期间生产的35665辆进口Model 3。</blockquote></p><p> Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.</p><p><blockquote>同时,特斯拉将召回2019年12月19日至2021年6月7日生产的部分国产Model 3,共计211256辆;2021年1月1日至2021年6月7日共生产38599辆国产Model Y。</blockquote></p><p> Due to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.</p><p><blockquote>由于本次召回范围内车辆的主动巡航控制系统存在问题,在以下情况下,驾驶员容易误启动主动巡航功能:当车辆处于D挡时,驾驶员试图通过再次推动右操纵杆来换挡;当车辆急转弯时,驾驶员误触并移动右操纵杆等。主动巡航控制误启动后,如果车辆设定的巡航速度不是当前速度,且当前速度低于设定速度,车辆就会加速到设定速度,导致车速突然增加,影响驾驶员的预期,导致车辆操控误判。极端情况下可能导致车辆碰撞,存在安全隐患。</blockquote></p><p> Tesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.</p><p><blockquote>特斯拉将通过OTA技术为召回车辆免费升级主动巡航控制软件,用户无需到店即可完成软件升级;对于无法通过OTA技术召回的车辆,特斯拉(北京)有限公司和特斯拉(上海)有限公司将通过特斯拉服务中心联系相关用户,免费为车辆升级主动巡航控制软件,以消除安全隐患。</blockquote></p><p> In response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.</p><p><blockquote>针对此次召回,特斯拉6月26日表示,对于本次召回范围内的车辆(Model 3/Model Y),由于主动巡航控制功能可能被驾驶员误激活,极端情况下存在安全隐患。特斯拉主动向国家市场监督管理总局备案了召回计划。用户无需到店完成OTA。特斯拉表示,对召回造成的不便表示歉意。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132692662","content_text":"Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.\nTesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.\nMeanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.\nDue to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.\nTesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.\nIn response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125182917,"gmtCreate":1624664295639,"gmtModify":1633950007788,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574772025886423","authorIdStr":"3574772025886423"},"themes":[],"title":"","htmlText":"Question is more are using mobile than PC","listText":"Question is more are using mobile than PC","text":"Question is more are using mobile than PC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/125182917","repostId":"2146023165","repostType":4,"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125181246,"gmtCreate":1624664172285,"gmtModify":1633950010166,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574772025886423","authorIdStr":"3574772025886423"},"themes":[],"title":"","htmlText":"High got higher","listText":"High got higher","text":"High got higher","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125181246","repostId":"1177764085","repostType":4,"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126073990,"gmtCreate":1624540181310,"gmtModify":1634004699238,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574772025886423","authorIdStr":"3574772025886423"},"themes":[],"title":"","htmlText":"Dual primary listing. XPeng needed more funds urgently?","listText":"Dual primary listing. XPeng needed more funds urgently?","text":"Dual primary listing. XPeng needed more funds urgently?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126073990","repostId":"1135867851","repostType":4,"isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":188307740,"gmtCreate":1623420886580,"gmtModify":1634033411666,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574772025886423","idStr":"3574772025886423"},"themes":[],"title":"","htmlText":"I like Alibaba's business strategy, but ...","listText":"I like Alibaba's business strategy, but ...","text":"I like Alibaba's business strategy, but ...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/188307740","repostId":"1195128984","repostType":4,"isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112414355,"gmtCreate":1622901585277,"gmtModify":1634096989520,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574772025886423","idStr":"3574772025886423"},"themes":[],"title":"","htmlText":"It is always my childhood wants. I always wanted to buy a good Nvidia graphic card for gaming.","listText":"It is always my childhood wants. I always wanted to buy a good Nvidia graphic card for gaming.","text":"It is always my childhood wants. I always wanted to buy a good Nvidia graphic card for gaming.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/112414355","repostId":"1175623977","repostType":4,"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120893755,"gmtCreate":1624317992377,"gmtModify":1634008021406,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574772025886423","idStr":"3574772025886423"},"themes":[],"title":"","htmlText":"Cypto down, wall street up","listText":"Cypto down, wall street up","text":"Cypto down, wall street up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/120893755","repostId":"1191349655","repostType":4,"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161561982,"gmtCreate":1623935401446,"gmtModify":1634025682939,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574772025886423","idStr":"3574772025886423"},"themes":[],"title":"","htmlText":"Sell and don't look back. You will thank your current self in the future.","listText":"Sell and don't look back. You will thank your current self in the future.","text":"Sell and don't look back. You will thank your current self in the future.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/161561982","repostId":"2144749403","repostType":4,"isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116498468,"gmtCreate":1622814565054,"gmtModify":1634097740865,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574772025886423","idStr":"3574772025886423"},"themes":[],"title":"","htmlText":"AMC is the current blockbuster ","listText":"AMC is the current blockbuster ","text":"AMC is the current blockbuster","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/116498468","repostId":"1158033448","repostType":4,"repost":{"id":"1158033448","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":1622814046,"share":"https://www.laohunote.com/m/news/1158033448?lang=zh_CN&edition=full","pubTime":"2021-06-04 21:40","market":"us","language":"en","title":"AMC shares turned from decline to rise 5%<blockquote>AMC股价从下跌转为上涨5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1158033448","media":"Tiger Newspress","summary":"AMC shares turned from decline to rise 5% in Friday morning trading.","content":"<p>AMC shares turned from decline to rise 5% in Friday morning trading.</p><p><blockquote>周五早盘交易中,AMC 股价从下跌转为上涨 5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fd5b5fc8fe623133efc070ca40ee2be4\" tg-width=\"840\" tg-height=\"470\"></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>AMC shares turned from decline to rise 5%<blockquote>AMC股价从下跌转为上涨5%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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\">\nAMC shares turned from decline to rise 5%<blockquote>AMC股价从下跌转为上涨5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-04 21:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>AMC shares turned from decline to rise 5% in Friday morning trading.</p><p><blockquote>周五早盘交易中,AMC 股价从下跌转为上涨 5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fd5b5fc8fe623133efc070ca40ee2be4\" tg-width=\"840\" tg-height=\"470\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158033448","content_text":"AMC shares turned from decline to rise 5% in Friday morning trading.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196072929,"gmtCreate":1621002251861,"gmtModify":1634194635561,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574772025886423","idStr":"3574772025886423"},"themes":[],"title":"","htmlText":"Battles of the billionaire","listText":"Battles of the billionaire","text":"Battles of the billionaire","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/196072929","repostId":"2135710626","repostType":4,"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831887185,"gmtCreate":1629300650547,"gmtModify":1631883827788,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574772025886423","idStr":"3574772025886423"},"themes":[],"title":"","htmlText":"There is an open war between Cathie Woods and Michael Burry on this counter. One long and one short. Which side do you belong to?","listText":"There is an open war between Cathie Woods and Michael Burry on this counter. One long and one short. Which side do you belong to?","text":"There is an open war between Cathie Woods and Michael Burry on this counter. One long and one short. Which side do you belong to?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/831887185","repostId":"2160737913","repostType":4,"isVote":1,"tweetType":1,"viewCount":2733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159504758,"gmtCreate":1624973481474,"gmtModify":1633946360798,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574772025886423","idStr":"3574772025886423"},"themes":[],"title":"","htmlText":"I like all the 3 stocks mentioned here. Nvidia, Moderna, and Dogecoin. Yah, I know doge is meme. Invest safe!","listText":"I like all the 3 stocks mentioned here. Nvidia, Moderna, and Dogecoin. Yah, I know doge is meme. Invest safe!","text":"I like all the 3 stocks mentioned here. Nvidia, Moderna, and Dogecoin. Yah, I know doge is meme. Invest safe!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/159504758","repostId":"2146388793","repostType":4,"isVote":1,"tweetType":1,"viewCount":2122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189810616,"gmtCreate":1623250624435,"gmtModify":1634035321689,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574772025886423","idStr":"3574772025886423"},"themes":[],"title":"","htmlText":"Young people are fearless. ","listText":"Young people are fearless. ","text":"Young people are fearless.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/189810616","repostId":"1188697627","repostType":4,"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184364072,"gmtCreate":1623685104596,"gmtModify":1631884324911,"author":{"id":"3574772025886423","authorId":"3574772025886423","name":"waihustle","avatar":"https://static.tigerbbs.com/ff00b015a4bdda521053764de04de141","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574772025886423","idStr":"3574772025886423"},"themes":[],"title":"","htmlText":"Hope","listText":"Hope","text":"Hope","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/184364072","repostId":"2143738859","repostType":4,"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}