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Fornaxtradin

Fornaxtradin

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2021-06-29

$Marin(MRIN)$Is it worth to buy now at this point?

2021-08-06

$Chembio Diagnostics(CEMI)$What to do now it keeps going down and I dw to sell

2021-06-30

$Meta Materials Inc.(MMAT)$Helppp

2021-06-24

$Torchlight Energy Resources(TRCH)$Guys ifI got extra cash should I buy abit more of TRCH stocks? Since TRCH is $5+ and 1:1 with Meta which is $11 right now

2021-07-28

$Infinity Pharmaceuticals(INFI)$money maker news go and buy more

2021-07-30

$Xenetic Biosciences Inc(XBIO)$Let’s go

2021-06-29

$Meta Materials Inc.(MMAT)$Haiss gg

2021-07-02

$Meta Materials Inc.(MMAT)$Today is the financial report right? Did they say what time they releasing it?

2021-06-30

$Apple(AAPL)$I don’t think it’s gonna drop below 130 to buy should I just buy now?

2021-06-29

$Apple(AAPL)$Is it a good time to go in now?

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href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Is it time to sell the stock since it’s going down any advice?","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Is it time to sell the stock since it’s going down any advice?","text":"$Apple(AAPL)$Is it time to sell the stock since it’s going down any advice?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603416440","isVote":1,"tweetType":1,"viewCount":2266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603434530,"gmtCreate":1638437705737,"gmtModify":1638439171609,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575688807190088","idStr":"3575688807190088"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Is it best to sell now and buy back in the future?","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Is it best to sell now and buy back in the future?","text":"$Apple(AAPL)$Is it best to sell now and buy back in the 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news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638435754,"share":"https://www.laohu8.com/m/news/1184715609?lang=zh_CN&edition=full","pubTime":"2021-12-02 17:02","market":"us","language":"en","title":"Apple stock slid more than 1% in premarket trading<blockquote>苹果股价在盘前交易中下跌超过1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184715609","media":"Tiger Newspress","summary":"Apple stock slid more than 1% in premarket trading as the company told suppliers iPhone demand had s","content":"<p>Apple stock slid more&nbsp;than&nbsp;1% in premarket trading&nbsp;as&nbsp;the&nbsp;company&nbsp;told suppliers iPhone demand had slowed as holidays near.</p><p><blockquote>苹果股价在盘前交易中下跌超过1%，该公司告诉供应商，随着假期临近，iPhone需求放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4998e48aaef0f93a3524641e871e1368\" tg-width=\"853\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple Inc., suffering from a global supply crunch, is now confronting a different problem: slowing demand.</p><p><blockquote>饱受全球供应紧缩之苦的苹果公司现在面临着一个不同的问题：需求放缓。</blockquote></p><p> The company has told its component suppliers that demand for the iPhone 13 lineup has weakened, people familiar with the matter said, signaling that some consumers have decided against trying to get the hard-to-find item.</p><p><blockquote>知情人士称，该公司已告诉其零部件供应商，对iPhone 13系列产品的需求已经减弱，这表明一些消费者已经决定不尝试购买这款难以找到的产品。</blockquote></p><p> Already, Apple&nbsp;had cut&nbsp;its iPhone 13 production goal for this year by as many as 10 million units, down from a target of 90 million, because of a lack of parts, Bloomberg News reported. But the hope was to make up much of that shortfall next year -- when supply is expected to improve. The company is now informing its vendors that those orders may not materialize, according to the people, who asked not to be identified because the discussions are private.</p><p><blockquote>据彭博社报道，由于缺乏零部件，苹果已经将今年的iPhone 13产量目标从9000万部削减了多达1000万部。但希望明年当供应有望改善时，能够弥补大部分缺口。据知情人士透露，该公司目前正在通知其供应商，这些订单可能不会实现。由于讨论是私下进行的，这些人士要求匿名。</blockquote></p><p> The company is still on track for a record holiday season, with analysts projecting a sales increase of 6% to $117.9 billion in the final three months of the calendar year. But it won’t be the blockbuster quarter that Apple -- and Wall Street -- had originally envisioned. Shortages and delivery delays have frustrated many consumers. And with inflation and the omicron variant bringing fresh concerns to pandemic-weary shoppers, they may forego some purchases.</p><p><blockquote>该公司仍有望迎来创纪录的假期，分析师预计今年最后三个月的销售额将增长6%，达到1,179亿美元。但这不会是苹果和华尔街最初设想的一鸣惊人的季度。短缺和交货延迟让许多消费者感到沮丧。随着通货膨胀和奥密克戎变种给厌倦了流行病的购物者带来新的担忧，他们可能会放弃一些购买。</blockquote></p><p> That could mean skipping the iPhone 13 altogether and waiting to upgrade next year, when its successor comes out. The current lineup, which starts at $799 for the standard model and $999 for the Pro, is considered a modest update from the iPhone 12, which had a whole new design. Bigger changes are expected for the 2022 model, giving some shoppers a reason to wait.</p><p><blockquote>这可能意味着完全跳过iPhone 13，等待明年其继任者问世时进行升级。目前的产品线标准机型起价为799美元，Pro机型起价为999美元，被认为是iPhone 12的适度更新，iPhone 12采用了全新的设计。预计2022年的车型将会有更大的变化，这让一些购物者有理由等待。</blockquote></p><p> Apple, based in Cupertino, California, declined to comment.</p><p><blockquote>总部位于加州库比蒂诺的苹果拒绝置评。</blockquote></p><p> Apple suppliers across Asia extended their declines after Bloomberg’s report. In South Korea,LG Innotek Co.&nbsp;slid 11%, while Hong Kong-listed AAC Technologies Holdings Inc. fell as much as 4.8% and Japan’s&nbsp;TDK Corp. dropped as much as 4.8%.</p><p><blockquote>彭博社发布报告后，亚洲各地的苹果供应商延续了跌势。在韩国，LG Innotek Co.下跌11%，香港上市公司瑞声科技控股公司下跌4.8%，日本TDK Corp.下跌4.8%。</blockquote></p><p> The iPhone is Apple’s flagship product, accounting for about half of its $365.8 billion in revenue during the last fiscal year, and rolling out upgrades is a delicate dance. With the iPhone 13, Apple and wireless carriers unleashed aggressive rebate programs to spur purchases. In some cases, owners of an iPhone 12 or earlier models were able to buy an iPhone 13 at little to no cost. While discount programs are still available, some offer less dramatic savings than when new models first went on sale.</p><p><blockquote>iPhone是苹果的旗舰产品，约占其上一财年3658亿美元收入的一半，推出升级是一场微妙的舞蹈。随着iPhone 13的推出，苹果和无线运营商推出了积极的折扣计划来刺激购买。在某些情况下，iPhone 12或更早型号的用户能够以很少甚至没有成本购买iPhone 13。虽然折扣计划仍然有效，但有些计划提供的节省不如新型号首次上市时那么多。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/473a40069576053da8e3b091905ed20d\" tg-width=\"959\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> During Apple’s last earnings call in October, Chief Executive Officer Tim Cook said that demand for new products was “very robust” -- fueled by interest in the latest iPhones, iPads and other devices -- and that the company was on track for a record holiday quarter. It had sales of $111.4 billion in the year-earlier period.</p><p><blockquote>在苹果10月份的上一次财报看涨期权上，首席执行官蒂姆·库克(Tim Cook)表示，在对最新iPhone、iPad和其他设备的兴趣推动下，对新产品的需求“非常强劲”，并且该公司有望实现创纪录的假期季度。去年同期销售额为1114亿美元。</blockquote></p><p> He pointed to supply constraints as the company’s biggest challenge. Cook predicted that the struggle to get enough components, particularly chips, would cost Apple more than $6 billion in revenue during the holiday quarter.</p><p><blockquote>他指出供应限制是该公司最大的挑战。Cook预测，难以获得足够的零部件，尤其是芯片，将使苹果在假日季度损失超过60亿美元的收入。</blockquote></p><p> The constraints have hurt Apple partners as well. Sales for the company’s main chip supplier,Taiwan Semiconductor Manufacturing Co., weakened recently, with October revenue falling 12% from the previous month to NT$134.5 billion ($4.8 billion).</p><p><blockquote>这些限制也伤害了苹果的合作伙伴。该公司主要芯片供应商台积电公司的销售最近疲软，10月份收入环比下降12%，至1345亿新台币（48亿美元）。</blockquote></p><p> Last month, Apple’s main iPhone assembler,Hon Hai Precision Industry Co., predicted that its business willshrinkthis quarter from a year earlier -- caused by declines in consumer electronics and computing -- as it continues to suffer from the chip shortage. On Oct. 24,IQE Plc&nbsp;saw its shares fall 24% after it&nbsp;warned of&nbsp;softening smartphone demand, although the semiconductor company didn’t name any particular customer.</p><p><blockquote>上个月，苹果主要的iPhone组装商鸿海精密工业股份有限公司预测，由于消费电子产品和计算业务的下滑，该公司本季度的业务将同比萎缩，因为该公司继续遭受芯片短缺的困扰。10月24日，IQE Plc警告智能手机需求疲软后，其股价下跌24%，但这家半导体公司没有透露任何特定客户的名字。</blockquote></p><p> And there’s now more strain on shoppers’ pocketbooks. U.S. consumer prices&nbsp;rose&nbsp;last month at the fastest annual pace since 1990. Surging&nbsp;costs&nbsp;for food, gas and housing are eroding purchasing power despite stronger wage growth.</p><p><blockquote>现在购物者的钱包承受了更大的压力。美国消费者价格上个月以1990年以来最快的年度速度上涨。尽管工资增长强劲，但食品、天然气和住房成本的飙升正在侵蚀购买力。</blockquote></p><p> Meanwhile, the iPhone 13 isn’t as hard to get as it once was. Apple shoppers in the U.S. had been waiting about a month for the much-prized Pro model to be delivered. Now wait times are down to two weeks or less.</p><p><blockquote>与此同时，iPhone 13不像以前那么难买到了。美国的苹果购物者已经等待了大约一个月的时间，等待备受推崇的Pro车型的交付。现在等待时间缩短到两周或更短。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple stock slid more than 1% in premarket trading<blockquote>苹果股价在盘前交易中下跌超过1%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple stock slid more than 1% in premarket trading<blockquote>苹果股价在盘前交易中下跌超过1%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-02 17:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple stock slid more&nbsp;than&nbsp;1% in premarket trading&nbsp;as&nbsp;the&nbsp;company&nbsp;told suppliers iPhone demand had slowed as holidays near.</p><p><blockquote>苹果股价在盘前交易中下跌超过1%，该公司告诉供应商，随着假期临近，iPhone需求放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4998e48aaef0f93a3524641e871e1368\" tg-width=\"853\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple Inc., suffering from a global supply crunch, is now confronting a different problem: slowing demand.</p><p><blockquote>饱受全球供应紧缩之苦的苹果公司现在面临着一个不同的问题：需求放缓。</blockquote></p><p> The company has told its component suppliers that demand for the iPhone 13 lineup has weakened, people familiar with the matter said, signaling that some consumers have decided against trying to get the hard-to-find item.</p><p><blockquote>知情人士称，该公司已告诉其零部件供应商，对iPhone 13系列产品的需求已经减弱，这表明一些消费者已经决定不尝试购买这款难以找到的产品。</blockquote></p><p> Already, Apple&nbsp;had cut&nbsp;its iPhone 13 production goal for this year by as many as 10 million units, down from a target of 90 million, because of a lack of parts, Bloomberg News reported. But the hope was to make up much of that shortfall next year -- when supply is expected to improve. The company is now informing its vendors that those orders may not materialize, according to the people, who asked not to be identified because the discussions are private.</p><p><blockquote>据彭博社报道，由于缺乏零部件，苹果已经将今年的iPhone 13产量目标从9000万部削减了多达1000万部。但希望明年当供应有望改善时，能够弥补大部分缺口。据知情人士透露，该公司目前正在通知其供应商，这些订单可能不会实现。由于讨论是私下进行的，这些人士要求匿名。</blockquote></p><p> The company is still on track for a record holiday season, with analysts projecting a sales increase of 6% to $117.9 billion in the final three months of the calendar year. But it won’t be the blockbuster quarter that Apple -- and Wall Street -- had originally envisioned. Shortages and delivery delays have frustrated many consumers. And with inflation and the omicron variant bringing fresh concerns to pandemic-weary shoppers, they may forego some purchases.</p><p><blockquote>该公司仍有望迎来创纪录的假期，分析师预计今年最后三个月的销售额将增长6%，达到1,179亿美元。但这不会是苹果和华尔街最初设想的一鸣惊人的季度。短缺和交货延迟让许多消费者感到沮丧。随着通货膨胀和奥密克戎变种给厌倦了流行病的购物者带来新的担忧，他们可能会放弃一些购买。</blockquote></p><p> That could mean skipping the iPhone 13 altogether and waiting to upgrade next year, when its successor comes out. The current lineup, which starts at $799 for the standard model and $999 for the Pro, is considered a modest update from the iPhone 12, which had a whole new design. Bigger changes are expected for the 2022 model, giving some shoppers a reason to wait.</p><p><blockquote>这可能意味着完全跳过iPhone 13，等待明年其继任者问世时进行升级。目前的产品线标准机型起价为799美元，Pro机型起价为999美元，被认为是iPhone 12的适度更新，iPhone 12采用了全新的设计。预计2022年的车型将会有更大的变化，这让一些购物者有理由等待。</blockquote></p><p> Apple, based in Cupertino, California, declined to comment.</p><p><blockquote>总部位于加州库比蒂诺的苹果拒绝置评。</blockquote></p><p> Apple suppliers across Asia extended their declines after Bloomberg’s report. In South Korea,LG Innotek Co.&nbsp;slid 11%, while Hong Kong-listed AAC Technologies Holdings Inc. fell as much as 4.8% and Japan’s&nbsp;TDK Corp. dropped as much as 4.8%.</p><p><blockquote>彭博社发布报告后，亚洲各地的苹果供应商延续了跌势。在韩国，LG Innotek Co.下跌11%，香港上市公司瑞声科技控股公司下跌4.8%，日本TDK Corp.下跌4.8%。</blockquote></p><p> The iPhone is Apple’s flagship product, accounting for about half of its $365.8 billion in revenue during the last fiscal year, and rolling out upgrades is a delicate dance. With the iPhone 13, Apple and wireless carriers unleashed aggressive rebate programs to spur purchases. In some cases, owners of an iPhone 12 or earlier models were able to buy an iPhone 13 at little to no cost. While discount programs are still available, some offer less dramatic savings than when new models first went on sale.</p><p><blockquote>iPhone是苹果的旗舰产品，约占其上一财年3658亿美元收入的一半，推出升级是一场微妙的舞蹈。随着iPhone 13的推出，苹果和无线运营商推出了积极的折扣计划来刺激购买。在某些情况下，iPhone 12或更早型号的用户能够以很少甚至没有成本购买iPhone 13。虽然折扣计划仍然有效，但有些计划提供的节省不如新型号首次上市时那么多。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/473a40069576053da8e3b091905ed20d\" tg-width=\"959\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> During Apple’s last earnings call in October, Chief Executive Officer Tim Cook said that demand for new products was “very robust” -- fueled by interest in the latest iPhones, iPads and other devices -- and that the company was on track for a record holiday quarter. It had sales of $111.4 billion in the year-earlier period.</p><p><blockquote>在苹果10月份的上一次财报看涨期权上，首席执行官蒂姆·库克(Tim Cook)表示，在对最新iPhone、iPad和其他设备的兴趣推动下，对新产品的需求“非常强劲”，并且该公司有望实现创纪录的假期季度。去年同期销售额为1114亿美元。</blockquote></p><p> He pointed to supply constraints as the company’s biggest challenge. Cook predicted that the struggle to get enough components, particularly chips, would cost Apple more than $6 billion in revenue during the holiday quarter.</p><p><blockquote>他指出供应限制是该公司最大的挑战。Cook预测，难以获得足够的零部件，尤其是芯片，将使苹果在假日季度损失超过60亿美元的收入。</blockquote></p><p> The constraints have hurt Apple partners as well. Sales for the company’s main chip supplier,Taiwan Semiconductor Manufacturing Co., weakened recently, with October revenue falling 12% from the previous month to NT$134.5 billion ($4.8 billion).</p><p><blockquote>这些限制也伤害了苹果的合作伙伴。该公司主要芯片供应商台积电公司的销售最近疲软，10月份收入环比下降12%，至1345亿新台币（48亿美元）。</blockquote></p><p> Last month, Apple’s main iPhone assembler,Hon Hai Precision Industry Co., predicted that its business willshrinkthis quarter from a year earlier -- caused by declines in consumer electronics and computing -- as it continues to suffer from the chip shortage. On Oct. 24,IQE Plc&nbsp;saw its shares fall 24% after it&nbsp;warned of&nbsp;softening smartphone demand, although the semiconductor company didn’t name any particular customer.</p><p><blockquote>上个月，苹果主要的iPhone组装商鸿海精密工业股份有限公司预测，由于消费电子产品和计算业务的下滑，该公司本季度的业务将同比萎缩，因为该公司继续遭受芯片短缺的困扰。10月24日，IQE Plc警告智能手机需求疲软后，其股价下跌24%，但这家半导体公司没有透露任何特定客户的名字。</blockquote></p><p> And there’s now more strain on shoppers’ pocketbooks. U.S. consumer prices&nbsp;rose&nbsp;last month at the fastest annual pace since 1990. Surging&nbsp;costs&nbsp;for food, gas and housing are eroding purchasing power despite stronger wage growth.</p><p><blockquote>现在购物者的钱包承受了更大的压力。美国消费者价格上个月以1990年以来最快的年度速度上涨。尽管工资增长强劲，但食品、天然气和住房成本的飙升正在侵蚀购买力。</blockquote></p><p> Meanwhile, the iPhone 13 isn’t as hard to get as it once was. Apple shoppers in the U.S. had been waiting about a month for the much-prized Pro model to be delivered. Now wait times are down to two weeks or less.</p><p><blockquote>与此同时，iPhone 13不像以前那么难买到了。美国的苹果购物者已经等待了大约一个月的时间，等待备受推崇的Pro车型的交付。现在等待时间缩短到两周或更短。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184715609","content_text":"Apple stock slid more than 1% in premarket trading as the company told suppliers iPhone demand had slowed as holidays near.\n\nApple Inc., suffering from a global supply crunch, is now confronting a different problem: slowing demand.\nThe company has told its component suppliers that demand for the iPhone 13 lineup has weakened, people familiar with the matter said, signaling that some consumers have decided against trying to get the hard-to-find item.\nAlready, Apple had cut its iPhone 13 production goal for this year by as many as 10 million units, down from a target of 90 million, because of a lack of parts, Bloomberg News reported. But the hope was to make up much of that shortfall next year -- when supply is expected to improve. The company is now informing its vendors that those orders may not materialize, according to the people, who asked not to be identified because the discussions are private.\nThe company is still on track for a record holiday season, with analysts projecting a sales increase of 6% to $117.9 billion in the final three months of the calendar year. But it won’t be the blockbuster quarter that Apple -- and Wall Street -- had originally envisioned. Shortages and delivery delays have frustrated many consumers. And with inflation and the omicron variant bringing fresh concerns to pandemic-weary shoppers, they may forego some purchases.\nThat could mean skipping the iPhone 13 altogether and waiting to upgrade next year, when its successor comes out. The current lineup, which starts at $799 for the standard model and $999 for the Pro, is considered a modest update from the iPhone 12, which had a whole new design. Bigger changes are expected for the 2022 model, giving some shoppers a reason to wait.\nApple, based in Cupertino, California, declined to comment.\nApple suppliers across Asia extended their declines after Bloomberg’s report. In South Korea,LG Innotek Co. slid 11%, while Hong Kong-listed AAC Technologies Holdings Inc. fell as much as 4.8% and Japan’s TDK Corp. dropped as much as 4.8%.\nThe iPhone is Apple’s flagship product, accounting for about half of its $365.8 billion in revenue during the last fiscal year, and rolling out upgrades is a delicate dance. With the iPhone 13, Apple and wireless carriers unleashed aggressive rebate programs to spur purchases. In some cases, owners of an iPhone 12 or earlier models were able to buy an iPhone 13 at little to no cost. While discount programs are still available, some offer less dramatic savings than when new models first went on sale.\n\nDuring Apple’s last earnings call in October, Chief Executive Officer Tim Cook said that demand for new products was “very robust” -- fueled by interest in the latest iPhones, iPads and other devices -- and that the company was on track for a record holiday quarter. It had sales of $111.4 billion in the year-earlier period.\nHe pointed to supply constraints as the company’s biggest challenge. Cook predicted that the struggle to get enough components, particularly chips, would cost Apple more than $6 billion in revenue during the holiday quarter.\nThe constraints have hurt Apple partners as well. Sales for the company’s main chip supplier,Taiwan Semiconductor Manufacturing Co., weakened recently, with October revenue falling 12% from the previous month to NT$134.5 billion ($4.8 billion).\nLast month, Apple’s main iPhone assembler,Hon Hai Precision Industry Co., predicted that its business willshrinkthis quarter from a year earlier -- caused by declines in consumer electronics and computing -- as it continues to suffer from the chip shortage. On Oct. 24,IQE Plc saw its shares fall 24% after it warned of softening smartphone demand, although the semiconductor company didn’t name any particular customer.\nAnd there’s now more strain on shoppers’ pocketbooks. U.S. consumer prices rose last month at the fastest annual pace since 1990. Surging costs for food, gas and housing are eroding purchasing power despite stronger wage growth.\nMeanwhile, the iPhone 13 isn’t as hard to get as it once was. Apple shoppers in the U.S. had been waiting about a month for the much-prized Pro model to be delivered. Now wait times are down to two weeks or less.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853403196,"gmtCreate":1634827321301,"gmtModify":1634827459227,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575688807190088","idStr":"3575688807190088"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MMTLP\">$META MATLS INC PFD SER A(MMTLP)$</a>Is itbetter to sell or hold as I’m a newbie&nbsp;","listText":"<a href=\"https://laohu8.com/S/MMTLP\">$META MATLS INC PFD SER A(MMTLP)$</a>Is itbetter to sell or hold as I’m a newbie&nbsp;","text":"$META MATLS INC PFD SER A(MMTLP)$Is itbetter to sell or hold as I’m a newbie","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/853403196","isVote":1,"tweetType":1,"viewCount":4517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818577521,"gmtCreate":1630422721763,"gmtModify":1631888012293,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575688807190088","idStr":"3575688807190088"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EYES\">$Second Sight Medical(EYES)$</a>Why suddenly increase&nbsp;","listText":"<a href=\"https://laohu8.com/S/EYES\">$Second Sight Medical(EYES)$</a>Why suddenly increase&nbsp;","text":"$Second Sight Medical(EYES)$Why suddenly increase","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818577521","isVote":1,"tweetType":1,"viewCount":1661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810476783,"gmtCreate":1629999631342,"gmtModify":1704954432805,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575688807190088","idStr":"3575688807190088"},"themes":[],"htmlText":"Then wait until when of course not gonna sell because it’s too much loss&nbsp;","listText":"Then wait until when of course not gonna sell because it’s too much loss&nbsp;","text":"Then wait until when of course not gonna sell because it’s too much loss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810476783","repostId":"810689288","repostType":1,"repost":{"id":810689288,"gmtCreate":1629971504844,"gmtModify":1631884572191,"author":{"id":"3586928853192887","authorId":"3586928853192887","name":"BrainX","avatar":"https://static.tigerbbs.com/58e2f137bc35a9d30a30f096fe2da067","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586928853192887","idStr":"3586928853192887"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>just hold it. Dont need to rush to buy high to average.&nbsp; Just dont sell what u have will do.&nbsp;","listText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>just hold it. Dont need to rush to buy high to average.&nbsp; Just dont sell what u have will do.&nbsp;","text":"$Meta Materials Inc.(MMAT)$just hold it. Dont need to rush to buy high to average. Just dont sell what u have will do.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810689288","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892517279,"gmtCreate":1628672043091,"gmtModify":1631890068731,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575688807190088","idStr":"3575688807190088"},"themes":[],"htmlText":"When will it go up","listText":"When will it go up","text":"When will it go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892517279","repostId":"892067394","repostType":1,"repost":{"id":892067394,"gmtCreate":1628612526318,"gmtModify":1631883740768,"author":{"id":"3576807236070433","authorId":"3576807236070433","name":"_GOD_","avatar":"https://static.tigerbbs.com/a7926464e49b85685a50f1e80f5ff8cd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576807236070433","idStr":"3576807236070433"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CEMI\">$Chembio Diagnostics(CEMI)$</a> GOD OF STOCKS LAST WEEK HAD ALREADY WARNED YOU ALL TO SELL ALL CEMI BEFORE TOO LATE AND IT CAME TRUE 100%. NOW STILL NOT TOO LATE TO SELL ALL. FRI WILL DROP VERY VERY LOW.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CEMI\">$Chembio Diagnostics(CEMI)$</a> GOD OF STOCKS LAST WEEK HAD ALREADY WARNED YOU ALL TO SELL ALL CEMI BEFORE TOO LATE AND IT CAME TRUE 100%. NOW STILL NOT TOO LATE TO SELL ALL. FRI WILL DROP VERY VERY LOW.","text":"$Chembio Diagnostics(CEMI)$ GOD OF STOCKS LAST WEEK HAD ALREADY WARNED YOU ALL TO SELL ALL CEMI BEFORE TOO LATE AND IT CAME TRUE 100%. NOW STILL NOT TOO LATE TO SELL ALL. FRI WILL DROP VERY VERY LOW.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892067394","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893876146,"gmtCreate":1628257627685,"gmtModify":1631883740865,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575688807190088","idStr":"3575688807190088"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CEMI\">$Chembio Diagnostics(CEMI)$</a>What to do now it keeps going down and I dw to sell","listText":"<a href=\"https://laohu8.com/S/CEMI\">$Chembio Diagnostics(CEMI)$</a>What to do now it keeps going down and I dw to sell","text":"$Chembio Diagnostics(CEMI)$What to do now it keeps going down and I dw to sell","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/893876146","isVote":1,"tweetType":1,"viewCount":3863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806668930,"gmtCreate":1627653924920,"gmtModify":1631886866558,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575688807190088","idStr":"3575688807190088"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XBIO\">$Xenetic Biosciences Inc(XBIO)$</a>Hold or cut loss&nbsp;","listText":"<a href=\"https://laohu8.com/S/XBIO\">$Xenetic Biosciences Inc(XBIO)$</a>Hold or cut loss&nbsp;","text":"$Xenetic Biosciences Inc(XBIO)$Hold or cut loss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/806668930","isVote":1,"tweetType":1,"viewCount":4001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806899418,"gmtCreate":1627646579534,"gmtModify":1631890068742,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575688807190088","idStr":"3575688807190088"},"themes":[],"htmlText":"Comment and like thx&nbsp;","listText":"Comment and like thx&nbsp;","text":"Comment and like thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/806899418","repostId":"1196132618","repostType":4,"repost":{"id":"1196132618","kind":"news","pubTimestamp":1627632825,"share":"https://www.laohu8.com/m/news/1196132618?lang=zh_CN&edition=full","pubTime":"2021-07-30 16:13","market":"us","language":"en","title":"The $1.2 Trillion Infrastructure Bill Could Lift These Stocks<blockquote>1.2万亿美元的基础设施法案可能会提振这些股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196132618","media":"Barrons","summary":"A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has ","content":"<p>A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has voted to begin debating the measure.</p><p><blockquote>随着参议院投票开始辩论该措施，1.2万亿美元的基础设施计划正在慢慢接近终点线。</blockquote></p><p> Analysts expect the Senate to pass a bill with bipartisan support next week. The House may then take up the measure.</p><p><blockquote>分析人士预计，参议院下周将通过一项得到两党支持的法案。然后众议院可以采取措施。</blockquote></p><p> The bill includes $550 billion in new spending, on top of existing programs. Highlights include $73 billion for clean-energy transmission, $110 billion for roads and bridges, and $7.5 billion for electric-vehicle charging stations. Money would also be doled out for airports, water projects, broadband internet, and initiatives to combat climate-change.</p><p><blockquote>除了现有项目之外，该法案还包括5500亿美元的新支出。亮点包括730亿美元用于清洁能源传输，1100亿美元用于道路和桥梁，75亿美元用于电动汽车充电站。资金还将用于机场、水利工程、宽带互联网和应对气候变化的计划。</blockquote></p><p> Passage of a bill still faces steep political hurdles.</p><p><blockquote>法案的通过仍然面临着巨大的政治障碍。</blockquote></p><p> While Senate Minority Leader Mitch McConnell (R-Kentucky) has indicated his support, the bill could be held up by Democract demands in the House to pass a $3.5 trillion budget reconciliation bill first. That won’t be easy, especially if Democrats hope to enlist Republican Senators for $1.2 trillion in infrastructure, conditioned on passing a reconciliation bill first.</p><p><blockquote>虽然参议院少数党领袖米奇·麦康奈尔（肯塔基州共和党人）表示支持，但该法案可能会因众议院民主党人要求首先通过3.5万亿美元的预算和解法案而受阻。这并不容易，特别是如果民主党希望争取共和党参议员支持1.2万亿美元的基础设施建设，前提是首先通过一项和解法案。</blockquote></p><p> Still, if a bill does keep moving forward, Wall Street analysts are likely to raise revenue estimates for 2022 and beyond, anticipating a steady trickle of money from federal, state, and local governments as projects win approval.</p><p><blockquote>尽管如此，如果法案确实继续推进，华尔街分析师可能会提高2022年及以后的收入预期，预计随着项目获得批准，联邦、州和地方政府将源源不断地提供资金。</blockquote></p><p> So how to play it? Four companies that stand to benefit are&nbsp;Jacobs Engineering Group(ticker: J),Hubbell(HUBB),Insteel Industries(IIIN), and&nbsp;Union Pacific(UNP), according to Andrew Little, research analyst at exchange-traded-fund sponsor Global X.</p><p><blockquote>那么怎么玩呢？交易所交易基金赞助商Global X的研究分析师安德鲁·利特尔(Andrew Little)表示，四家公司将受益：Jacobs Engineering Group（股票代码：J）、Hubbell(HUBB)、Insteel Industries(IIIN)和Union Pacific(UNP)。</blockquote></p><p> Jacobs is a construction company and the lead engineer on several major projects now underway, including a $1.2 billion reconstruction of the I-270 Corridor in Denver, he notes. Jacobs is also involved in renewable-energy projects and builds data centers.</p><p><blockquote>他指出，雅各布斯是一家建筑公司，也是目前正在进行的几个重大项目的首席工程师，包括耗资12亿美元重建丹佛的I-270走廊。雅各布斯还参与可再生能源项目并建设数据中心。</blockquote></p><p> Hubbell manufactures electrical equipment for industrial clients, including products to improve building energy efficiency and power transmission, helping create “smart grids.”</p><p><blockquote>Hubbell为工业客户制造电气设备，包括提高建筑能效和电力传输的产品，帮助创建“智能电网”。</blockquote></p><p> Insteel manufactures steel wiring used in construction projects and water utilities, including reinforcement of piping and irrigation projects.</p><p><blockquote>Insteel生产用于建筑项目和水务设施的钢丝，包括管道和灌溉项目的加固。</blockquote></p><p> Union Pacific runs one of the largest freight-rail networks in the U.S., operating in 23 western states, and would benefit from increased volume of raw materials and industrial goods.</p><p><blockquote>联合太平洋公司运营着美国最大的货运铁路网络之一，在西部23个州运营，将受益于原材料和工业品数量的增加。</blockquote></p><p> Investors may be paying a steep premium for these stocks, though.</p><p><blockquote>不过，投资者可能会为这些股票支付高额溢价。</blockquote></p><p> Jacobs is up 26% this year and trades at 19 times next-12-month earnings, a 19% premium to its five-year average price/earnings multiple. If there’s upside, however, it could be in infrastructure—Jacobs’ “people and places” business generates $7 billion in annual revenue through modernizing public and private projects, partly to meet higher environmental standards, the company said on a recent earnings call.</p><p><blockquote>Jacobs今年上涨了26%，未来12个月市盈率为19倍，比其五年平均市盈率溢价19%。然而，如果有上升空间的话，可能是在基础设施方面——该公司在最近的财报看涨期权上表示，Jacobs的“people and places”业务通过公共和私人项目现代化每年产生70亿美元的收入，部分原因是为了满足更高的环境标准。</blockquote></p><p> Hubbell is up 27% this year and goes for 21 times earnings, against a five-year P/E average of 18. The company would benefit from increased spending on renewable-energy infrastructure, including solar and wind components.</p><p><blockquote>Hubbell今年上涨了27%，市盈率为21倍，而五年平均市盈率为18倍。该公司将受益于可再生能源基础设施支出的增加，包括太阳能和风能组件。</blockquote></p><p> Insteel has gained 75% this year, though it still trades at a modest 13 times earnings. The company is facing supply constraints and logistics issues, though an infrastructure bill would be a benefit, Insteel recently told analysts.</p><p><blockquote>Insteel今年已上涨75%，但其市盈率仍为13倍。Insteel最近告诉分析师，该公司正面临供应限制和物流问题，尽管基础设施法案将是一个好处。</blockquote></p><p> Union Pacific stock is only up 5% this year and trades at 20 times earnings, above its five year P/E average of 19.</p><p><blockquote>联合太平洋公司股价今年仅上涨5%，市盈率为20倍，高于其五年平均市盈率19倍。</blockquote></p><p> Freight volume has been depressed due to supply-chain disruptions, a shortage of semiconductors, and backlogs of goods waiting to be unloaded at U.S. ports.</p><p><blockquote>由于供应链中断、半导体短缺以及美国港口等待卸货的积压货物，货运量一直受到抑制。</blockquote></p><p> But the railroad is expecting raw materials volume to remain robust as the economy gains momentum. And Union hiked its annual dividend in May by 10% to $1.07 a share, giving it a 2% annualized yield.</p><p><blockquote>但铁路预计，随着经济增长势头的增强，原材料运输量将保持强劲。Union 5月份将年度股息提高了10%，达到每股1.07美元，年化收益率为2%。</blockquote></p><p> Other infrastructure favorites include aggregates companies&nbsp;Vulcan Materials(VMC) and&nbsp;Martin Marietta Materials(MLM), and industrial-machinery giants&nbsp;Deere(DE) and&nbsp;Caterpillar(CAT). In broadband, cell-tower companies such as&nbsp;American Tower REIT(AMT),SBA Communications(SBAC), and&nbsp;Crown Castle International(CCI) could benefit.</p><p><blockquote>其他基础设施公司包括骨料公司Vulcan Materials(VMC)和Martin Marietta Materials(MLM)，以及工业机械巨头Deere(DE)和卡特彼勒(CAT)。在宽带领域，American Tower REIT(AMT)、SBA Communications(SBAC)和Crown Castle International(CCI)等蜂窝塔公司可能会受益。</blockquote></p><p> Investors can also gain exposure to the theme through an ETF. Top performers in clean tech this year include&nbsp;First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index(GRID),Invesco MSCI Sustainable Future(ERTH), and&nbsp;First Trust Global Wind Energy(FAN).</p><p><blockquote>投资者还可以通过ETF投资该主题。今年清洁技术领域表现最好的公司包括第一信托纳斯达克清洁边缘智能电网基础设施指数(GRID)、景顺MSCI可持续未来(ERTH)和第一信托全球风能(FAN)。</blockquote></p><p> As<i>Barron’s</i>&nbsp;has&nbsp;noted, electric-vehicle-charger component providers, including&nbsp;Amphenol&nbsp;(APH),TE Connectivity&nbsp;(TEL), and&nbsp;Sensata Technologies Holding&nbsp;(ST), could also be winners.</p><p><blockquote>作为<i>巴伦周刊</i>指出，包括Amphenol(APH)、TE Connectivity(TEL)和Sensata Technologies Holding(ST)在内的电动汽车充电器组件供应商也可能成为赢家。</blockquote></p><p> The&nbsp;iShares U.S. Infrastructure&nbsp;ETF (IFRA) includes a big slug of utilities at 44% of its asset base. The ETF has done well this year, gaining 20% against a 17% return for the S&amp;P 500.</p><p><blockquote>iShares美国基础设施ETF(IFRA)包括大量公用事业，占其资产基础的44%。该ETF今年表现良好，上涨了20%，而标普500的回报率为17%。</blockquote></p><p> There could be more gains ahead if the infrastructure train finally leaves Union Station in Washington.</p><p><blockquote>如果基础设施列车最终离开华盛顿的联合车站，未来可能会有更多收益。</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>The $1.2 Trillion Infrastructure Bill Could Lift These Stocks<blockquote>1.2万亿美元的基础设施法案可能会提振这些股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe $1.2 Trillion Infrastructure Bill Could Lift These Stocks<blockquote>1.2万亿美元的基础设施法案可能会提振这些股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-30 16:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has voted to begin debating the measure.</p><p><blockquote>随着参议院投票开始辩论该措施，1.2万亿美元的基础设施计划正在慢慢接近终点线。</blockquote></p><p> Analysts expect the Senate to pass a bill with bipartisan support next week. The House may then take up the measure.</p><p><blockquote>分析人士预计，参议院下周将通过一项得到两党支持的法案。然后众议院可以采取措施。</blockquote></p><p> The bill includes $550 billion in new spending, on top of existing programs. Highlights include $73 billion for clean-energy transmission, $110 billion for roads and bridges, and $7.5 billion for electric-vehicle charging stations. Money would also be doled out for airports, water projects, broadband internet, and initiatives to combat climate-change.</p><p><blockquote>除了现有项目之外，该法案还包括5500亿美元的新支出。亮点包括730亿美元用于清洁能源传输，1100亿美元用于道路和桥梁，75亿美元用于电动汽车充电站。资金还将用于机场、水利工程、宽带互联网和应对气候变化的计划。</blockquote></p><p> Passage of a bill still faces steep political hurdles.</p><p><blockquote>法案的通过仍然面临着巨大的政治障碍。</blockquote></p><p> While Senate Minority Leader Mitch McConnell (R-Kentucky) has indicated his support, the bill could be held up by Democract demands in the House to pass a $3.5 trillion budget reconciliation bill first. That won’t be easy, especially if Democrats hope to enlist Republican Senators for $1.2 trillion in infrastructure, conditioned on passing a reconciliation bill first.</p><p><blockquote>虽然参议院少数党领袖米奇·麦康奈尔（肯塔基州共和党人）表示支持，但该法案可能会因众议院民主党人要求首先通过3.5万亿美元的预算和解法案而受阻。这并不容易，特别是如果民主党希望争取共和党参议员支持1.2万亿美元的基础设施建设，前提是首先通过一项和解法案。</blockquote></p><p> Still, if a bill does keep moving forward, Wall Street analysts are likely to raise revenue estimates for 2022 and beyond, anticipating a steady trickle of money from federal, state, and local governments as projects win approval.</p><p><blockquote>尽管如此，如果法案确实继续推进，华尔街分析师可能会提高2022年及以后的收入预期，预计随着项目获得批准，联邦、州和地方政府将源源不断地提供资金。</blockquote></p><p> So how to play it? Four companies that stand to benefit are&nbsp;Jacobs Engineering Group(ticker: J),Hubbell(HUBB),Insteel Industries(IIIN), and&nbsp;Union Pacific(UNP), according to Andrew Little, research analyst at exchange-traded-fund sponsor Global X.</p><p><blockquote>那么怎么玩呢？交易所交易基金赞助商Global X的研究分析师安德鲁·利特尔(Andrew Little)表示，四家公司将受益：Jacobs Engineering Group（股票代码：J）、Hubbell(HUBB)、Insteel Industries(IIIN)和Union Pacific(UNP)。</blockquote></p><p> Jacobs is a construction company and the lead engineer on several major projects now underway, including a $1.2 billion reconstruction of the I-270 Corridor in Denver, he notes. Jacobs is also involved in renewable-energy projects and builds data centers.</p><p><blockquote>他指出，雅各布斯是一家建筑公司，也是目前正在进行的几个重大项目的首席工程师，包括耗资12亿美元重建丹佛的I-270走廊。雅各布斯还参与可再生能源项目并建设数据中心。</blockquote></p><p> Hubbell manufactures electrical equipment for industrial clients, including products to improve building energy efficiency and power transmission, helping create “smart grids.”</p><p><blockquote>Hubbell为工业客户制造电气设备，包括提高建筑能效和电力传输的产品，帮助创建“智能电网”。</blockquote></p><p> Insteel manufactures steel wiring used in construction projects and water utilities, including reinforcement of piping and irrigation projects.</p><p><blockquote>Insteel生产用于建筑项目和水务设施的钢丝，包括管道和灌溉项目的加固。</blockquote></p><p> Union Pacific runs one of the largest freight-rail networks in the U.S., operating in 23 western states, and would benefit from increased volume of raw materials and industrial goods.</p><p><blockquote>联合太平洋公司运营着美国最大的货运铁路网络之一，在西部23个州运营，将受益于原材料和工业品数量的增加。</blockquote></p><p> Investors may be paying a steep premium for these stocks, though.</p><p><blockquote>不过，投资者可能会为这些股票支付高额溢价。</blockquote></p><p> Jacobs is up 26% this year and trades at 19 times next-12-month earnings, a 19% premium to its five-year average price/earnings multiple. If there’s upside, however, it could be in infrastructure—Jacobs’ “people and places” business generates $7 billion in annual revenue through modernizing public and private projects, partly to meet higher environmental standards, the company said on a recent earnings call.</p><p><blockquote>Jacobs今年上涨了26%，未来12个月市盈率为19倍，比其五年平均市盈率溢价19%。然而，如果有上升空间的话，可能是在基础设施方面——该公司在最近的财报看涨期权上表示，Jacobs的“people and places”业务通过公共和私人项目现代化每年产生70亿美元的收入，部分原因是为了满足更高的环境标准。</blockquote></p><p> Hubbell is up 27% this year and goes for 21 times earnings, against a five-year P/E average of 18. The company would benefit from increased spending on renewable-energy infrastructure, including solar and wind components.</p><p><blockquote>Hubbell今年上涨了27%，市盈率为21倍，而五年平均市盈率为18倍。该公司将受益于可再生能源基础设施支出的增加，包括太阳能和风能组件。</blockquote></p><p> Insteel has gained 75% this year, though it still trades at a modest 13 times earnings. The company is facing supply constraints and logistics issues, though an infrastructure bill would be a benefit, Insteel recently told analysts.</p><p><blockquote>Insteel今年已上涨75%，但其市盈率仍为13倍。Insteel最近告诉分析师，该公司正面临供应限制和物流问题，尽管基础设施法案将是一个好处。</blockquote></p><p> Union Pacific stock is only up 5% this year and trades at 20 times earnings, above its five year P/E average of 19.</p><p><blockquote>联合太平洋公司股价今年仅上涨5%，市盈率为20倍，高于其五年平均市盈率19倍。</blockquote></p><p> Freight volume has been depressed due to supply-chain disruptions, a shortage of semiconductors, and backlogs of goods waiting to be unloaded at U.S. ports.</p><p><blockquote>由于供应链中断、半导体短缺以及美国港口等待卸货的积压货物，货运量一直受到抑制。</blockquote></p><p> But the railroad is expecting raw materials volume to remain robust as the economy gains momentum. And Union hiked its annual dividend in May by 10% to $1.07 a share, giving it a 2% annualized yield.</p><p><blockquote>但铁路预计，随着经济增长势头的增强，原材料运输量将保持强劲。Union 5月份将年度股息提高了10%，达到每股1.07美元，年化收益率为2%。</blockquote></p><p> Other infrastructure favorites include aggregates companies&nbsp;Vulcan Materials(VMC) and&nbsp;Martin Marietta Materials(MLM), and industrial-machinery giants&nbsp;Deere(DE) and&nbsp;Caterpillar(CAT). In broadband, cell-tower companies such as&nbsp;American Tower REIT(AMT),SBA Communications(SBAC), and&nbsp;Crown Castle International(CCI) could benefit.</p><p><blockquote>其他基础设施公司包括骨料公司Vulcan Materials(VMC)和Martin Marietta Materials(MLM)，以及工业机械巨头Deere(DE)和卡特彼勒(CAT)。在宽带领域，American Tower REIT(AMT)、SBA Communications(SBAC)和Crown Castle International(CCI)等蜂窝塔公司可能会受益。</blockquote></p><p> Investors can also gain exposure to the theme through an ETF. Top performers in clean tech this year include&nbsp;First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index(GRID),Invesco MSCI Sustainable Future(ERTH), and&nbsp;First Trust Global Wind Energy(FAN).</p><p><blockquote>投资者还可以通过ETF投资该主题。今年清洁技术领域表现最好的公司包括第一信托纳斯达克清洁边缘智能电网基础设施指数(GRID)、景顺MSCI可持续未来(ERTH)和第一信托全球风能(FAN)。</blockquote></p><p> As<i>Barron’s</i>&nbsp;has&nbsp;noted, electric-vehicle-charger component providers, including&nbsp;Amphenol&nbsp;(APH),TE Connectivity&nbsp;(TEL), and&nbsp;Sensata Technologies Holding&nbsp;(ST), could also be winners.</p><p><blockquote>作为<i>巴伦周刊</i>指出，包括Amphenol(APH)、TE Connectivity(TEL)和Sensata Technologies Holding(ST)在内的电动汽车充电器组件供应商也可能成为赢家。</blockquote></p><p> The&nbsp;iShares U.S. Infrastructure&nbsp;ETF (IFRA) includes a big slug of utilities at 44% of its asset base. The ETF has done well this year, gaining 20% against a 17% return for the S&amp;P 500.</p><p><blockquote>iShares美国基础设施ETF(IFRA)包括大量公用事业，占其资产基础的44%。该ETF今年表现良好，上涨了20%，而标普500的回报率为17%。</blockquote></p><p> There could be more gains ahead if the infrastructure train finally leaves Union Station in Washington.</p><p><blockquote>如果基础设施列车最终离开华盛顿的联合车站，未来可能会有更多收益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/infrastructure-bill-could-lift-these-stocks-51627593447?mod=hp_LATEST\">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":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/infrastructure-bill-could-lift-these-stocks-51627593447?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196132618","content_text":"A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has voted to begin debating the measure.\nAnalysts expect the Senate to pass a bill with bipartisan support next week. The House may then take up the measure.\nThe bill includes $550 billion in new spending, on top of existing programs. Highlights include $73 billion for clean-energy transmission, $110 billion for roads and bridges, and $7.5 billion for electric-vehicle charging stations. Money would also be doled out for airports, water projects, broadband internet, and initiatives to combat climate-change.\nPassage of a bill still faces steep political hurdles.\nWhile Senate Minority Leader Mitch McConnell (R-Kentucky) has indicated his support, the bill could be held up by Democract demands in the House to pass a $3.5 trillion budget reconciliation bill first. That won’t be easy, especially if Democrats hope to enlist Republican Senators for $1.2 trillion in infrastructure, conditioned on passing a reconciliation bill first.\nStill, if a bill does keep moving forward, Wall Street analysts are likely to raise revenue estimates for 2022 and beyond, anticipating a steady trickle of money from federal, state, and local governments as projects win approval.\nSo how to play it? Four companies that stand to benefit are Jacobs Engineering Group(ticker: J),Hubbell(HUBB),Insteel Industries(IIIN), and Union Pacific(UNP), according to Andrew Little, research analyst at exchange-traded-fund sponsor Global X.\nJacobs is a construction company and the lead engineer on several major projects now underway, including a $1.2 billion reconstruction of the I-270 Corridor in Denver, he notes. Jacobs is also involved in renewable-energy projects and builds data centers.\nHubbell manufactures electrical equipment for industrial clients, including products to improve building energy efficiency and power transmission, helping create “smart grids.”\nInsteel manufactures steel wiring used in construction projects and water utilities, including reinforcement of piping and irrigation projects.\nUnion Pacific runs one of the largest freight-rail networks in the U.S., operating in 23 western states, and would benefit from increased volume of raw materials and industrial goods.\nInvestors may be paying a steep premium for these stocks, though.\nJacobs is up 26% this year and trades at 19 times next-12-month earnings, a 19% premium to its five-year average price/earnings multiple. If there’s upside, however, it could be in infrastructure—Jacobs’ “people and places” business generates $7 billion in annual revenue through modernizing public and private projects, partly to meet higher environmental standards, the company said on a recent earnings call.\nHubbell is up 27% this year and goes for 21 times earnings, against a five-year P/E average of 18. The company would benefit from increased spending on renewable-energy infrastructure, including solar and wind components.\nInsteel has gained 75% this year, though it still trades at a modest 13 times earnings. The company is facing supply constraints and logistics issues, though an infrastructure bill would be a benefit, Insteel recently told analysts.\nUnion Pacific stock is only up 5% this year and trades at 20 times earnings, above its five year P/E average of 19.\nFreight volume has been depressed due to supply-chain disruptions, a shortage of semiconductors, and backlogs of goods waiting to be unloaded at U.S. ports.\nBut the railroad is expecting raw materials volume to remain robust as the economy gains momentum. And Union hiked its annual dividend in May by 10% to $1.07 a share, giving it a 2% annualized yield.\nOther infrastructure favorites include aggregates companies Vulcan Materials(VMC) and Martin Marietta Materials(MLM), and industrial-machinery giants Deere(DE) and Caterpillar(CAT). In broadband, cell-tower companies such as American Tower REIT(AMT),SBA Communications(SBAC), and Crown Castle International(CCI) could benefit.\nInvestors can also gain exposure to the theme through an ETF. Top performers in clean tech this year include First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index(GRID),Invesco MSCI Sustainable Future(ERTH), and First Trust Global Wind Energy(FAN).\nAsBarron’s has noted, electric-vehicle-charger component providers, including Amphenol (APH),TE Connectivity (TEL), and Sensata Technologies Holding (ST), could also be winners.\nThe iShares U.S. Infrastructure ETF (IFRA) includes a big slug of utilities at 44% of its asset base. The ETF has done well this year, gaining 20% against a 17% return for the S&P 500.\nThere could be more gains ahead if the infrastructure train finally leaves Union Station in Washington.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806338776,"gmtCreate":1627631539795,"gmtModify":1631886866567,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575688807190088","idStr":"3575688807190088"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XBIO\">$Xenetic Biosciences Inc(XBIO)$</a>Let’s go&nbsp;","listText":"<a href=\"https://laohu8.com/S/XBIO\">$Xenetic Biosciences Inc(XBIO)$</a>Let’s go&nbsp;","text":"$Xenetic Biosciences Inc(XBIO)$Let’s go","images":[{"img":"https://static.tigerbbs.com/315d5585a348cbf7d944095a851f69ab","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/806338776","isVote":1,"tweetType":1,"viewCount":1519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":808698031,"gmtCreate":1627571919223,"gmtModify":1631884850387,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575688807190088","idStr":"3575688807190088"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NTEC\">$Intec Pharma(NTEC)$</a>Hogogoggog","listText":"<a href=\"https://laohu8.com/S/NTEC\">$Intec Pharma(NTEC)$</a>Hogogoggog","text":"$Intec Pharma(NTEC)$Hogogoggog","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808698031","isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803764158,"gmtCreate":1627465221574,"gmtModify":1631889399422,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575688807190088","idStr":"3575688807190088"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INFI\">$Infinity Pharmaceuticals(INFI)$</a>money maker news go and buy more&nbsp;","listText":"<a href=\"https://laohu8.com/S/INFI\">$Infinity Pharmaceuticals(INFI)$</a>money maker news go and buy more&nbsp;","text":"$Infinity Pharmaceuticals(INFI)$money maker news go and buy more","images":[{"img":"https://static.tigerbbs.com/3c24f149fbb3062585ca427b1fc40edf","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/803764158","isVote":1,"tweetType":1,"viewCount":2661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":809717797,"gmtCreate":1627393125219,"gmtModify":1631890068755,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575688807190088","idStr":"3575688807190088"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EYEG\">$Eyegate Pharmaceuticals(EYEG)$</a>Will it go up again&nbsp;","listText":"<a href=\"https://laohu8.com/S/EYEG\">$Eyegate Pharmaceuticals(EYEG)$</a>Will it go up again&nbsp;","text":"$Eyegate Pharmaceuticals(EYEG)$Will it go up again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809717797","isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174271245,"gmtCreate":1627106459787,"gmtModify":1631890068767,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575688807190088","idStr":"3575688807190088"},"themes":[],"htmlText":"Comment thx&nbsp;","listText":"Comment thx&nbsp;","text":"Comment thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/174271245","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售价格较高的汽车，与宝马、梅赛德斯和雷克萨斯等品牌竞争。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在近期。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-24 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售价格较高的汽车，与宝马、梅赛德斯和雷克萨斯等品牌竞争。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在近期。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"NIO":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175401303,"gmtCreate":1627044834702,"gmtModify":1631889431691,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575688807190088","idStr":"3575688807190088"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SCKT\">$Socket Mobile(SCKT)$</a>Guys don’t scared plscontinue to buy more&nbsp;","listText":"<a href=\"https://laohu8.com/S/SCKT\">$Socket Mobile(SCKT)$</a>Guys don’t scared plscontinue to buy more&nbsp;","text":"$Socket Mobile(SCKT)$Guys don’t scared plscontinue to buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175401303","isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178938940,"gmtCreate":1626779709580,"gmtModify":1631890068777,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575688807190088","idStr":"3575688807190088"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Is it time to buy in?","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Is it time to buy in?","text":"$Apple(AAPL)$Is it time to buy in?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178938940","isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147505807,"gmtCreate":1626362015709,"gmtModify":1631890068786,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575688807190088","idStr":"3575688807190088"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Why is it dropping now&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Why is it dropping now&nbsp;","text":"$Apple(AAPL)$Why is it dropping 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