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2021-12-13

$Angi Inc(ANGI)$Really regret not selling when it rebounded to $14 😭

2021-12-10

After Fed meeting go up again

抱歉，原内容已删除

2021-11-30

Traditional technology vs mRNA by AI. What do you think?

抱歉，原内容已删除

2021-11-23

Roller coaster

XPeng shares rose nearly 12% in early trading<blockquote>小鹏汽车股价早盘上涨近12%</blockquote>

2021-11-06

Good. Indices continue to 🚀 🚀 🚀

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2021-11-04

Powell cannot let the market crash when he is still in office or else he cannot get reappointment

Fed Chair Powell: 'We understand the difficulties' of rising inflation<blockquote>美联储主席鲍威尔：“我们理解通胀上升的困难”</blockquote>

2021-11-03

$600??

@village5576:Once we get Approvals for🇪🇺🇬🇧🇮🇳 EU UK & IndiaWe’ll see a 50B market Cap.That’s +600 share price.$Novavax(NVAX)$

2021-11-03

Please fly pass 300… and to the 🌙

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2021-11-03

Hopefully it will break $30 soon

Palantir: What Growth Could Mean For Price In 2025 And Beyond<blockquote>Palantir：增长对 2025 年及以后的价格意味着什么</blockquote>

2021-10-28

Sure. At highest point of $65. The current price level seems like a good deal.

Nio Stock Dropped Wednesday: Is This an Opportunity?<blockquote>蔚来股票周三下跌：这是一个机会吗？</blockquote>

2021-10-26

So cheap? Only $1k??

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2021-10-26

Effects from TSLA?

EV stocks open higher sharply in Hong Kong<blockquote>香港电动汽车股大幅开盘走高</blockquote>

2021-10-24

$Enphase Energy(ENPH)$Looks like clean energy play is back

2021-10-22

Waiting for NVAX to rebound and 🚀

抱歉，原内容已删除

2021-10-22

Please buy more

抱歉，原内容已删除

2021-10-21

Is this consider a piece of good news for NVAX?

抱歉，原内容已删除

2021-10-21

Please rocket past $88 which is the long time resistance

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2021-10-15

Will it sustain?

S&P 500 surges, biggest daily percentage rise since March on earnings, data<blockquote>标普500股价飙升，盈利和数据显示，这是自 3 月份以来最大的每日百分比涨幅</blockquote>

2021-10-14

$CureVac B.V.(CVAC)$No news? Short squeeze??

2021-10-14

Trade with caution

S&P 500, Nasdaq rise with growth stocks; JPMorgan a drag<blockquote>标普500、纳斯达克成长型股票上涨；摩根大通拖累</blockquote>

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What do you think?&nbsp;","listText":"Traditional technology vs mRNA by AI. What do you think?&nbsp;","text":"Traditional technology vs mRNA by AI. What do you think?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609983364","repostId":"1138702575","repostType":4,"isVote":1,"tweetType":1,"viewCount":2839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875702270,"gmtCreate":1637682794333,"gmtModify":1637682794549,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"Roller coaster&nbsp;","listText":"Roller coaster&nbsp;","text":"Roller coaster","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875702270","repostId":"1117658681","repostType":4,"repost":{"id":"1117658681","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637681053,"share":"https://www.laohunote.com/m/news/1117658681?lang=zh_CN&edition=full","pubTime":"2021-11-23 23:24","market":"us","language":"en","title":"XPeng shares rose nearly 12% in early trading<blockquote>小鹏汽车股价早盘上涨近12%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117658681","media":"Tiger Newspress","summary":"XPeng shares rose nearly 12% in early trading after the China-based electric vehicle maker reported ","content":"<p>XPeng&nbsp;shares&nbsp;rose&nbsp;nearly&nbsp;12%&nbsp;in&nbsp;early&nbsp;trading&nbsp;after the China-based electric vehicle maker reported a wider-than-expected third-quarter loss but revenue that rose well above forecasts and provided an upbeat fourth-quarter outlook.<img src=\"https://static.tigerbbs.com/a8d43127b29dfc54fadaa9e23939d911\" tg-width=\"878\" tg-height=\"596\" referrerpolicy=\"no-referrer\">The net loss widened to RMB1.59 bln ($249.7 million), or RMB1.89 per American depositary share (ADS), from a loss of RMB1.15 billion a year ago. Excluding nonrecurring items, the adjusted loss per ADS came to RMB1.77, compared with the FactSet consensus of RMB1.30.</p><p><blockquote>这家总部位于中国的电动汽车制造商小鹏汽车公布第三季度亏损超出预期，但收入增长远高于预期，并提供了乐观的第四季度前景，该公司股价在早盘交易中上涨近 12%。净亏损从一年前的人民币 11.5 亿元扩大至人民币 15.9 亿元（2.497 亿美元），即每股美国存托股 (ADS) 亏损人民币 1.89 元。不包括非经常性项目，调整后的每股美国存托凭证亏损为人民币 1.77 元，而 FactSet 共识为人民币 1.30 元。</blockquote></p><p> Revenue jumps 187.4% to RMB5.72 billion ($895.5 million) to beat the FactSet consensus of RMB5.03 billion, as deliveries rose 199.2% to a record 25,666 vehicles, including 217.7% growth in P7 model deliveries.</p><p><blockquote>收入增长 187.4%，达到人民币 57.2 亿元（8.955 亿美元），超过 FactSet 预期的人民币 50.3 亿元，交付量增长 199.2%，达到创纪录的 25,666 辆，其中 P7 车型交付量增长 217.7%。</blockquote></p><p> Gross margin improved to 14.4% from 4.6%. Looking ahead, the company expects fourth-quarter deliveries of between 34,500 and 36,500 vehicles, representing growth of 166.1% to 181.5%, and revenue between RMB7.1 billion and RMB7.5 billion, compared with the FactSet consensus of RMB6.09 billion.</p><p><blockquote>毛利率从4.6%提高到14.4%。展望未来，该公司预计第四季度交付量将在 34,500 至 36,500 辆之间，增长 166.1% 至 181.5%，收入将在人民币 71 亿元至人民币 75 亿元之间，而 FactSet 共识为人民币 60.9 亿元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng shares rose nearly 12% in early trading<blockquote>小鹏汽车股价早盘上涨近12%</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\">\nXPeng shares rose nearly 12% in early trading<blockquote>小鹏汽车股价早盘上涨近12%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-23 23:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>XPeng&nbsp;shares&nbsp;rose&nbsp;nearly&nbsp;12%&nbsp;in&nbsp;early&nbsp;trading&nbsp;after the China-based electric vehicle maker reported a wider-than-expected third-quarter loss but revenue that rose well above forecasts and provided an upbeat fourth-quarter outlook.<img src=\"https://static.tigerbbs.com/a8d43127b29dfc54fadaa9e23939d911\" tg-width=\"878\" tg-height=\"596\" referrerpolicy=\"no-referrer\">The net loss widened to RMB1.59 bln ($249.7 million), or RMB1.89 per American depositary share (ADS), from a loss of RMB1.15 billion a year ago. Excluding nonrecurring items, the adjusted loss per ADS came to RMB1.77, compared with the FactSet consensus of RMB1.30.</p><p><blockquote>这家总部位于中国的电动汽车制造商小鹏汽车公布第三季度亏损超出预期，但收入增长远高于预期，并提供了乐观的第四季度前景，该公司股价在早盘交易中上涨近 12%。净亏损从一年前的人民币 11.5 亿元扩大至人民币 15.9 亿元（2.497 亿美元），即每股美国存托股 (ADS) 亏损人民币 1.89 元。不包括非经常性项目，调整后的每股美国存托凭证亏损为人民币 1.77 元，而 FactSet 共识为人民币 1.30 元。</blockquote></p><p> Revenue jumps 187.4% to RMB5.72 billion ($895.5 million) to beat the FactSet consensus of RMB5.03 billion, as deliveries rose 199.2% to a record 25,666 vehicles, including 217.7% growth in P7 model deliveries.</p><p><blockquote>收入增长 187.4%，达到人民币 57.2 亿元（8.955 亿美元），超过 FactSet 预期的人民币 50.3 亿元，交付量增长 199.2%，达到创纪录的 25,666 辆，其中 P7 车型交付量增长 217.7%。</blockquote></p><p> Gross margin improved to 14.4% from 4.6%. Looking ahead, the company expects fourth-quarter deliveries of between 34,500 and 36,500 vehicles, representing growth of 166.1% to 181.5%, and revenue between RMB7.1 billion and RMB7.5 billion, compared with the FactSet consensus of RMB6.09 billion.</p><p><blockquote>毛利率从4.6%提高到14.4%。展望未来，该公司预计第四季度交付量将在 34,500 至 36,500 辆之间，增长 166.1% 至 181.5%，收入将在人民币 71 亿元至人民币 75 亿元之间，而 FactSet 共识为人民币 60.9 亿元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏集团","09868":"小鹏集团-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117658681","content_text":"XPeng shares rose nearly 12% in early trading after the China-based electric vehicle maker reported a wider-than-expected third-quarter loss but revenue that rose well above forecasts and provided an upbeat fourth-quarter outlook.The net loss widened to RMB1.59 bln ($249.7 million), or RMB1.89 per American depositary share (ADS), from a loss of RMB1.15 billion a year ago. Excluding nonrecurring items, the adjusted loss per ADS came to RMB1.77, compared with the FactSet consensus of RMB1.30.\nRevenue jumps 187.4% to RMB5.72 billion ($895.5 million) to beat the FactSet consensus of RMB5.03 billion, as deliveries rose 199.2% to a record 25,666 vehicles, including 217.7% growth in P7 model deliveries.\nGross margin improved to 14.4% from 4.6%. Looking ahead, the company expects fourth-quarter deliveries of between 34,500 and 36,500 vehicles, representing growth of 166.1% to 181.5%, and revenue between RMB7.1 billion and RMB7.5 billion, compared with the FactSet consensus of RMB6.09 billion.","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":3367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842677226,"gmtCreate":1636176160830,"gmtModify":1636176747060,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"Good. Indices continue to 🚀 🚀&nbsp;🚀&nbsp;","listText":"Good. Indices continue to 🚀 🚀&nbsp;🚀&nbsp;","text":"Good. Indices continue to 🚀 🚀 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842677226","repostId":"2181742831","repostType":2,"isVote":1,"tweetType":1,"viewCount":3675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848695633,"gmtCreate":1635992922900,"gmtModify":1635992923702,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"Powell cannot let the market crash when he is still in office or else he cannot get reappointment&nbsp;","listText":"Powell cannot let the market crash when he is still in office or else he cannot get reappointment&nbsp;","text":"Powell cannot let the market crash when he is still in office or else he cannot get reappointment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/848695633","repostId":"1179826318","repostType":4,"repost":{"id":"1179826318","kind":"news","pubTimestamp":1635990031,"share":"https://www.laohunote.com/m/news/1179826318?lang=zh_CN&edition=full","pubTime":"2021-11-04 09:40","market":"us","language":"en","title":"Fed Chair Powell: 'We understand the difficulties' of rising inflation<blockquote>美联储主席鲍威尔：“我们理解通胀上升的困难”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179826318","media":"Yahoo","summary":"The nation’s top economic policymaker acknowledged that inflationary pressures are impacting everyda","content":"<p>The nation’s top economic policymaker acknowledged that inflationary pressures are impacting everyday Americans, but doubled down on his view that the hot pace of price increases should abate in time.</p><p><blockquote>这位美国最高经济决策者承认，通胀压力正在影响着美国人的日常生活，但他加倍强调，物价上涨的势头应及时减弱。</blockquote></p><p> \"We understand the difficulties that high inflation poses for individuals and families, particularly those with limited means to absorb higher prices for essentials such as food and transportation,” Federal Reserve Chairman Jerome Powell said in a press conference Wednesday.</p><p><blockquote>美联储主席杰罗姆·鲍威尔在周三的新闻发布会上表示：“我们理解高通胀给个人和家庭带来的困难，特别是那些无法消化食品和交通等必需品价格上涨的家庭。”</blockquote></p><p> Americans have been feeling the impact of rising prices as of late. The Consumer Price Index showed pricesrising 5.4% on a year-over-year basisin September (the fastest reading since 2008).</p><p><blockquote>美国人最近一直感受到物价上涨的影响。9月份消费者价格指数显示价格同比上涨5.4%（为2008年以来的最快读数）。</blockquote></p><p> But Powell leaned again on the explanation of these pressures as “transitory,” pointing to pandemic-induced materials and labor shortages that have constrained supply chains globally.</p><p><blockquote>但鲍威尔再次将这些压力解释为 “暂时的 ”，指出大流行病造成的材料和劳动力短缺限制了全球供应链。</blockquote></p><p> The Fed chief said those bottlenecks should persist into next year, stressing that if it appears that inflation will persist even after those COVID-related factors fade, the central bank can raise interest rates.</p><p><blockquote>美联储主席表示，这些瓶颈应该会持续到明年，并强调，如果即使在这些与新冠病毒相关的因素消退后通胀似乎仍将持续，央行可能会加息。</blockquote></p><p> Compared to messaging in the last Federal Open Market Committee meeting in September, the policy-setting arm of the central bank appears to be taking seriously the risk of persistent inflation. It tweaked its language in its policy statement to note that inflationary pressures are not “transitory” but “expected to be transitory.”</p><p><blockquote>与 9 月份上次联邦公开市场委员会会议上传达的信息相比，央行的政策制定部门似乎正在认真对待持续通胀的风险。它在政策声明中调整了措辞，指出通胀压力不是 “暂时的”，而是 “预计是暂时的”。</blockquote></p><p> Powell said the change was made “to show uncertainty around that.”</p><p><blockquote>鲍威尔说，做出这一改变是为了 “显示围绕这一问题的不确定性”。</blockquote></p><p> <b>Interest rates near zero</b></p><p><blockquote><b>利率接近于零</b></blockquote></p><p> In its policy announcement Wednesday, the FOMC unanimously voted to hold interest rates at near zero butbegin the process of tapering its asset purchases.</p><p><blockquote>在周三的政策声明中，联邦公开市场委员会一致投票决定将利率维持在接近于零的水平，但开始缩减资产购买规模。</blockquote></p><p> Since the depths of the pandemic, the Fed has been buying about $120 billion per month in U.S. Treasuries and agency mortgage-backed securities to signal its support of the economy. But starting this month, the Fed will slow those aggregate purchases by $15 billion per month.</p><p><blockquote>自疫情爆发以来，美联储每月购买约 1200 亿美元的美国国债和机构抵押贷款支持证券，以表明其对经济的支持。但从本月开始，美联储将把这些总购买速度每月放缓 150 亿美元。</blockquote></p><p> \"We are prepared to speed up or slow down the pace of reductions in asset purchases, if it's warranted by changes in the economic outlook,” Powell told the press.</p><p><blockquote>鲍威尔对媒体表示：“如果经济前景的变化需要，我们准备加快或放慢资产购买削减的步伐。”</blockquote></p><p> But the tapering program, which marks the first major step in the Fed unwinding its pandemic-era easy money policies, has revved up chatter about when the central bank could eventually tap into its primary tool of levering short-term interest rates.</p><p><blockquote>但缩减规模计划标志着美联储解除大流行时代宽松货币政策的第一个重大步骤，引发了人们对美联储何时可能最终利用其杠杆短期利率的主要工具的讨论。</blockquote></p><p> Powell made it clear that while it could deploy a rate hike to quell inflation, his focus will be on letting the labor market heal.</p><p><blockquote>鲍威尔明确表示，虽然可以通过加息来平息通胀，但他的重点将是让劳动力市场愈合。</blockquote></p><p> There are still over 5 million workers out of the labor force compared to pre-pandemic levels, which Powell remained optimistic about fixing. The challenge: jobs data as of latehave missed expectationsfor a more vigorous labor market recovery.</p><p><blockquote>与大流行前的水平相比，仍有超过 500 万工人失业，鲍威尔对解决这一问题仍然持乐观态度。挑战：最近的就业数据没有达到劳动力市场更强劲复苏的预期。</blockquote></p><p> Powell suggested his deference is to give workers and hiring firms more time to plug the shortfall.</p><p><blockquote>鲍威尔表示，他的尊重是为了给工人和招聘公司更多时间来填补缺口。</blockquote></p><p> \"Ideally we would see further development of the labor market in a context where there isn't another COVID spike, and then we would be able to see how does participation react in that post-COVID world,” Powell said.</p><p><blockquote>鲍威尔说：“理想情况下，我们将看到劳动力市场在不再出现新冠疫情高峰的背景下进一步发展，然后我们将能够看到参与在后新冠疫情时代的反应。”</blockquote></p><p> The next jobs report, covering the month of October, is due on Friday. The central bank’s next policy-setting announcement is scheduled to take place on Dec. 14 and 15.</p><p><blockquote>下一份涵盖 10 月份的就业报告将于周五发布。央行的下一次政策制定公告定于 12 月 14 日和 15 日发布。</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>Fed Chair Powell: 'We understand the difficulties' of rising inflation<blockquote>美联储主席鲍威尔：“我们理解通胀上升的困难”</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Chair Powell: 'We understand the difficulties' of rising inflation<blockquote>美联储主席鲍威尔：“我们理解通胀上升的困难”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo</strong><span class=\"h-time small\">2021-11-04 09:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The nation’s top economic policymaker acknowledged that inflationary pressures are impacting everyday Americans, but doubled down on his view that the hot pace of price increases should abate in time.</p><p><blockquote>这位美国最高经济决策者承认，通胀压力正在影响着美国人的日常生活，但他加倍强调，物价上涨的势头应及时减弱。</blockquote></p><p> \"We understand the difficulties that high inflation poses for individuals and families, particularly those with limited means to absorb higher prices for essentials such as food and transportation,” Federal Reserve Chairman Jerome Powell said in a press conference Wednesday.</p><p><blockquote>美联储主席杰罗姆·鲍威尔在周三的新闻发布会上表示：“我们理解高通胀给个人和家庭带来的困难，特别是那些无法消化食品和交通等必需品价格上涨的家庭。”</blockquote></p><p> Americans have been feeling the impact of rising prices as of late. The Consumer Price Index showed pricesrising 5.4% on a year-over-year basisin September (the fastest reading since 2008).</p><p><blockquote>美国人最近一直感受到物价上涨的影响。9月份消费者价格指数显示价格同比上涨5.4%（为2008年以来的最快读数）。</blockquote></p><p> But Powell leaned again on the explanation of these pressures as “transitory,” pointing to pandemic-induced materials and labor shortages that have constrained supply chains globally.</p><p><blockquote>但鲍威尔再次将这些压力解释为 “暂时的 ”，指出大流行病造成的材料和劳动力短缺限制了全球供应链。</blockquote></p><p> The Fed chief said those bottlenecks should persist into next year, stressing that if it appears that inflation will persist even after those COVID-related factors fade, the central bank can raise interest rates.</p><p><blockquote>美联储主席表示，这些瓶颈应该会持续到明年，并强调，如果即使在这些与新冠病毒相关的因素消退后通胀似乎仍将持续，央行可能会加息。</blockquote></p><p> Compared to messaging in the last Federal Open Market Committee meeting in September, the policy-setting arm of the central bank appears to be taking seriously the risk of persistent inflation. It tweaked its language in its policy statement to note that inflationary pressures are not “transitory” but “expected to be transitory.”</p><p><blockquote>与 9 月份上次联邦公开市场委员会会议上传达的信息相比，央行的政策制定部门似乎正在认真对待持续通胀的风险。它在政策声明中调整了措辞，指出通胀压力不是 “暂时的”，而是 “预计是暂时的”。</blockquote></p><p> Powell said the change was made “to show uncertainty around that.”</p><p><blockquote>鲍威尔说，做出这一改变是为了 “显示围绕这一问题的不确定性”。</blockquote></p><p> <b>Interest rates near zero</b></p><p><blockquote><b>利率接近于零</b></blockquote></p><p> In its policy announcement Wednesday, the FOMC unanimously voted to hold interest rates at near zero butbegin the process of tapering its asset purchases.</p><p><blockquote>在周三的政策声明中，联邦公开市场委员会一致投票决定将利率维持在接近于零的水平，但开始缩减资产购买规模。</blockquote></p><p> Since the depths of the pandemic, the Fed has been buying about $120 billion per month in U.S. Treasuries and agency mortgage-backed securities to signal its support of the economy. But starting this month, the Fed will slow those aggregate purchases by $15 billion per month.</p><p><blockquote>自疫情爆发以来，美联储每月购买约 1200 亿美元的美国国债和机构抵押贷款支持证券，以表明其对经济的支持。但从本月开始，美联储将把这些总购买速度每月放缓 150 亿美元。</blockquote></p><p> \"We are prepared to speed up or slow down the pace of reductions in asset purchases, if it's warranted by changes in the economic outlook,” Powell told the press.</p><p><blockquote>鲍威尔对媒体表示：“如果经济前景的变化需要，我们准备加快或放慢资产购买削减的步伐。”</blockquote></p><p> But the tapering program, which marks the first major step in the Fed unwinding its pandemic-era easy money policies, has revved up chatter about when the central bank could eventually tap into its primary tool of levering short-term interest rates.</p><p><blockquote>但缩减规模计划标志着美联储解除大流行时代宽松货币政策的第一个重大步骤，引发了人们对美联储何时可能最终利用其杠杆短期利率的主要工具的讨论。</blockquote></p><p> Powell made it clear that while it could deploy a rate hike to quell inflation, his focus will be on letting the labor market heal.</p><p><blockquote>鲍威尔明确表示，虽然可以通过加息来平息通胀，但他的重点将是让劳动力市场愈合。</blockquote></p><p> There are still over 5 million workers out of the labor force compared to pre-pandemic levels, which Powell remained optimistic about fixing. The challenge: jobs data as of latehave missed expectationsfor a more vigorous labor market recovery.</p><p><blockquote>与大流行前的水平相比，仍有超过 500 万工人失业，鲍威尔对解决这一问题仍然持乐观态度。挑战：最近的就业数据没有达到劳动力市场更强劲复苏的预期。</blockquote></p><p> Powell suggested his deference is to give workers and hiring firms more time to plug the shortfall.</p><p><blockquote>鲍威尔表示，他的尊重是为了给工人和招聘公司更多时间来填补缺口。</blockquote></p><p> \"Ideally we would see further development of the labor market in a context where there isn't another COVID spike, and then we would be able to see how does participation react in that post-COVID world,” Powell said.</p><p><blockquote>鲍威尔说：“理想情况下，我们将看到劳动力市场在不再出现新冠疫情高峰的背景下进一步发展，然后我们将能够看到参与在后新冠疫情时代的反应。”</blockquote></p><p> The next jobs report, covering the month of October, is due on Friday. The central bank’s next policy-setting announcement is scheduled to take place on Dec. 14 and 15.</p><p><blockquote>下一份涵盖 10 月份的就业报告将于周五发布。央行的下一次政策制定公告定于 12 月 14 日和 15 日发布。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/fed-chair-powell-we-understand-the-difficulties-of-rising-inflation-212410432.html\">Yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/fed-chair-powell-we-understand-the-difficulties-of-rising-inflation-212410432.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179826318","content_text":"The nation’s top economic policymaker acknowledged that inflationary pressures are impacting everyday Americans, but doubled down on his view that the hot pace of price increases should abate in time.\n\"We understand the difficulties that high inflation poses for individuals and families, particularly those with limited means to absorb higher prices for essentials such as food and transportation,” Federal Reserve Chairman Jerome Powell said in a press conference Wednesday.\nAmericans have been feeling the impact of rising prices as of late. The Consumer Price Index showed pricesrising 5.4% on a year-over-year basisin September (the fastest reading since 2008).\nBut Powell leaned again on the explanation of these pressures as “transitory,” pointing to pandemic-induced materials and labor shortages that have constrained supply chains globally.\nThe Fed chief said those bottlenecks should persist into next year, stressing that if it appears that inflation will persist even after those COVID-related factors fade, the central bank can raise interest rates.\nCompared to messaging in the last Federal Open Market Committee meeting in September, the policy-setting arm of the central bank appears to be taking seriously the risk of persistent inflation. It tweaked its language in its policy statement to note that inflationary pressures are not “transitory” but “expected to be transitory.”\nPowell said the change was made “to show uncertainty around that.”\nInterest rates near zero\nIn its policy announcement Wednesday, the FOMC unanimously voted to hold interest rates at near zero butbegin the process of tapering its asset purchases.\nSince the depths of the pandemic, the Fed has been buying about $120 billion per month in U.S. Treasuries and agency mortgage-backed securities to signal its support of the economy. But starting this month, the Fed will slow those aggregate purchases by $15 billion per month.\n\"We are prepared to speed up or slow down the pace of reductions in asset purchases, if it's warranted by changes in the economic outlook,” Powell told the press.\nBut the tapering program, which marks the first major step in the Fed unwinding its pandemic-era easy money policies, has revved up chatter about when the central bank could eventually tap into its primary tool of levering short-term interest rates.\nPowell made it clear that while it could deploy a rate hike to quell inflation, his focus will be on letting the labor market heal.\nThere are still over 5 million workers out of the labor force compared to pre-pandemic levels, which Powell remained optimistic about fixing. The challenge: jobs data as of latehave missed expectationsfor a more vigorous labor market recovery.\nPowell suggested his deference is to give workers and hiring firms more time to plug the shortfall.\n\"Ideally we would see further development of the labor market in a context where there isn't another COVID spike, and then we would be able to see how does participation react in that post-COVID world,” Powell said.\nThe next jobs report, covering the month of October, is due on Friday. The central bank’s next policy-setting announcement is scheduled to take place on Dec. 14 and 15.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841451477,"gmtCreate":1635937214500,"gmtModify":1635937215158,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"$600??","listText":"$600??","text":"$600??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841451477","repostId":"841413939","repostType":1,"repost":{"id":841413939,"gmtCreate":1635933103818,"gmtModify":1635933103818,"author":{"id":"3479274775671087","authorId":"3479274775671087","name":"village5576","avatar":"https://static.laohu8.com/picture105","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274775671087","idStr":"3479274775671087"},"themes":[],"title":"","htmlText":"Once we get Approvals for🇪🇺🇬🇧🇮🇳 EU UK &amp; IndiaWe’ll see a 50B market Cap.That’s +600 share price.<a href=\"https://laohu8.com/S/NVAX\">$Novavax(NVAX)$</a>","listText":"Once we get Approvals for🇪🇺🇬🇧🇮🇳 EU UK &amp; IndiaWe’ll see a 50B market Cap.That’s +600 share price.<a href=\"https://laohu8.com/S/NVAX\">$Novavax(NVAX)$</a>","text":"Once we get Approvals for🇪🇺🇬🇧🇮🇳 EU UK & IndiaWe’ll see a 50B market Cap.That’s +600 share price.$Novavax(NVAX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841413939","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841555254,"gmtCreate":1635928156527,"gmtModify":1635928646469,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"Please fly pass 300… and to the 🌙&nbsp;","listText":"Please fly pass 300… and to the 🌙&nbsp;","text":"Please fly pass 300… and to the 🌙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841555254","repostId":"1146546859","repostType":2,"isVote":1,"tweetType":1,"viewCount":4471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841342772,"gmtCreate":1635893178627,"gmtModify":1635893178837,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"Hopefully it will break $30 soon","listText":"Hopefully it will break $30 soon","text":"Hopefully it will break $30 soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841342772","repostId":"1117726029","repostType":4,"repost":{"id":"1117726029","kind":"news","pubTimestamp":1635862053,"share":"https://www.laohunote.com/m/news/1117726029?lang=zh_CN&edition=full","pubTime":"2021-11-02 22:07","market":"us","language":"en","title":"Palantir: What Growth Could Mean For Price In 2025 And Beyond<blockquote>Palantir：增长对 2025 年及以后的价格意味着什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117726029","media":"SeekingAlpha","summary":"Summary\n\nFirst, I look at PLTR's early growth from $10 to $25 or so today.\nSecond, I review PLTR's g","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>First, I look at PLTR's early growth from $10 to $25 or so today.</li>  <li>Second, I review PLTR's growth assumptions once again showing how 30% growth per year is probably too modest.</li>  <li>Third, I show how leverage on PLTR using long-dated options probably isn't going to greatly accelerate investor gains over the next 2-3 years.</li>  <li>Fourth, I explain how many shares are needed right now to reach $1 million in PLTR stock by the end of 2025, given rational growth models.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/914f43b37e64c3a5067eb0b621b8686c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>KevinHyde/iStock via Getty Images</span></p><p><blockquote><ul><li>首先，我看一下 PLTR 从 10 美元到今天 25 美元左右的早期增长。</li><li>其次，我再次回顾了 PLTR 的增长假设，表明每年 30% 的增长可能过于温和。</li><li>第三，我展示了使用长期期权对 PLTR 的杠杆可能不会在未来 2-3 年内大大加速投资者的收益。</li><li>第四，我解释了考虑到理性增长模型，到 2025 年底，PLTR 股票需要多少股才能达到 100 万美元。</li></ul><p class=\"t-img-caption\"><span>凯文·海德/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Background</b></p><p><blockquote><b>背景</b></blockquote></p><p> It's very simple really. What's growth really mean for Palantir(NYSE:PLTR)investors in 2022, 2023, 2024 and beyond? This is more difficult to answer than it might appear on the surface but all will be revealed.</p><p><blockquote>真的很简单。2022 年、2023 年、2024 年及以后的增长对 Palantir（纽约证券交易所股票代码：PLTR）投资者来说到底意味着什么？这比表面上看起来更难回答，但一切都会水落石出。</blockquote></p><p> Here's how the article will play out.</p><p><blockquote>以下是这篇文章的内容。</blockquote></p><p> <ul>  <li>First, I look at PLTR's early growth from $10 to $25 or so today. I don't expect the same year-over-year growth, but PLTR investors today could still do very well.</li>  <li>Second, I review PLTR's growth assumptions once again showing how 30% growth per year is too probably too modest. I still believe PLTR is sandbagging.</li>  <li>Third, I show how leverage on PLTR using long-dated options probably isn't going to greatly accelerate investor gains over the next 2-3 years. That's not to say options are bad, but LEAPS don't look sexy here.</li>  <li>Lastly, I explain how many shares are needed right now to reach $1 million in PLTR stock by the end of 2025, given rational growth models. This is not \"get rich quick\" at all, but instead it's meant to be an intriguing way to frame future growth for any investor.</li> </ul> <b>Past Performance Won't Get You There</b></p><p><blockquote><ul><li>首先，我看一下 PLTR 从 10 美元到今天 25 美元左右的早期增长。我预计不会出现同样的同比增长，但 PLTR 投资者今天仍然可以做得很好。</li><li>其次，我再次回顾了 PLTR 的增长假设，表明每年 30% 的增长可能过于温和。我仍然相信PLTR是沙袋。</li><li>第三，我展示了使用长期期权对 PLTR 的杠杆可能不会在未来 2-3 年内大大加速投资者的收益。这并不是说选择不好，但跳跃在这里看起来并不性感。</li><li>最后，我解释了考虑到理性增长模型，到 2025 年底，PLTR 股票需要多少股才能达到 100 万美元。这根本不是“快速致富”，而是为了成为任何投资者规划未来增长的一种有趣方式。</li></ul><b>过去的表现不会让你到达那里</b></blockquote></p><p> Let's start with a basic approach. Here's how PLTR looks thus far:</p><p><blockquote>让我们从基本方法开始。以下是 PLTR 到目前为止的样子：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ae3bb5915890ce620bdb3015a49df9b2\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> In one year, PLTR has gone up 155% going from $10 on September 30th, 2020 through $25.88 on October 29th, 2021. (I'm seeing $26.47 right now.)</p><p><blockquote>一年内，PLTR 从 2020 年 9 月 30 日的 10 美元上涨至 2021 年 10 月 29 日的 25.88 美元，上涨了 155%。（我现在看到 26.47 美元。）</blockquote></p><p> Although I don't expect similar results going forward, we can roughly estimate how things would look. It's been about 400 days since PLTR's DPO. Therefore, very grossly speaking, PLTR is gaining about 0.23% per day compounded. I did that fast, and very back-of-napkin, but it's still fun and interesting, if not ridiculous. Here's how things would look now if you bought at the DPO:</p><p><blockquote>虽然我预计未来不会有类似的结果，但我们可以大致估计事情会是什么样子。距离PLTR的DPO已经过去了大约400天。因此，粗略地说，PLTR 每天复合上涨约 0.23%。我做得很快，而且非常事后，但它仍然很有趣，如果不是荒谬的话。如果您在 DPO 购买，现在的情况如下：</blockquote></p><p> <ul>  <li>10 shares at DPO for $100 = $250</li>  <li>100 shares at DPO for $1,000 = $2,500</li>  <li>1,000 shares at DPO for $10,000 = $25,000</li>  <li>10,000 shares at DPO for $100,000 = $250,000</li> </ul> In other words, even with $100K invested you would not yet be a PLTR millionaire. How many more days at 0.23% would it take to reach $1 million in PLTR stock in this case? Here's the math:</p><p><blockquote><ul><li>DPO 10 股，100 美元 = 250 美元</li><li>DPO 100 股，1,000 美元 = 2,500 美元</li><li>1,000 股 DPO 股票，10,000 美元 = 25,000 美元</li><li>DPO 的 10,000 股股票，价格为 100,000 美元 = 250,000 美元</li></ul>换句话说，即使投资了10万美元，你也不会成为PLTR百万富翁。在这种情况下，0.23% 的 PLTR 股票还需要多少天才能达到 100 万美元？数学如下：</blockquote></p><p> <ul>  <li>10 shares at DPO = 4,000 days (about 11 years)</li>  <li>100 shares at DPO = 3,000 days (about 8 years)</li>  <li>1,000 shares at DPO = 2,000 days (about 5.5 years)</li>  <li>10,000 shares at DPO = 1,000 days (about 2.5 years)</li> </ul> Of course, this is mostly absurd. Getting 150% returns per year is outlandish and it would have required buying right at the DPO for $10 per share. Plus, you'd need to keep getting 150% per year. Also, it would require zero selling. And, much more. Although this is all fun, it's unrealistic for most investors.</p><p><blockquote><ul><li>10 股 DPO = 4,000 天（约 11 年）</li><li>DPO 时 100 股 = 3,000 天（约 8 年）</li><li>1,000 股 DPO = 2,000 天（约 5.5 年）</li><li>10,000股DPO=1,000天（约2.5年）</li></ul>当然，这大多是荒谬的。每年获得 150% 的回报率是古怪的，而且需要在 DPO 以每股 10 美元的价格购买。另外，你需要继续每年获得150%。此外，它需要零销售。还有更多。虽然这一切都很有趣，但对大多数投资者来说这是不现实的。</blockquote></p><p> So, the first big point is that even starting with a lot of money and lot of shares,<i>very few investors are hitting $1 million with PLTR right now</i>. And, even with robust assumptions, it'll take many more years to hit the big goal. Therefore, patience is required. There's no way around the math.</p><p><blockquote>所以，第一个要点是，即使一开始有很多钱和很多股票，<i>目前很少有投资者通过 PLTR 达到 100 万美元</i>.而且，即使有可靠的假设，实现这个大目标也需要很多年的时间。因此，需要耐心。没有办法绕过数学。</blockquote></p><p> <b>More Reasonable Assumptions</b></p><p><blockquote><b>更合理的假设</b></blockquote></p><p> For a moment, let's review one basic ratio.</p><p><blockquote>让我们回顾一下一个基本比率。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/03d62686c7b3057066e9993cc4c676c3\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Squinting a bit, you can see that PLTR's average price-to-sales ratio is about 28. Next, here are several more mature software companies, plus PayPal(NASDAQ:PYPL), CrowdStrike(NASDAQ:CRWD)and Snowflake(NYSE:SNOW)for a bit of fun, and added perspective.</p><p><blockquote>稍微眯起眼睛，可以看到PLTR的平均市销率约为28。接下来，这里有几家更成熟的软件公司，加上PayPal（纳斯达克股票代码：PYPL）、CrowdStrike（纳斯达克股票代码：CRWD）和雪花（纽约证券交易所股票代码：SNOW），以获得一点乐趣并增加视角。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b5712325a7823b3bfb18b559201dbcc\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Not surprisingly, SNOW still has a much higher P/S ratio than PLTR. That's been the case for a while. And, CRWD is quite a bit higher. Then, naturally, all the older and bigger software companies I've shown here have significantly lower P/S ratios.<i>Maturity acts like gravity, pulling P/S down.</i></p><p><blockquote>毫不奇怪，SNOW 的市盈率仍然比 PLTR 高得多。这种情况已经持续了一段时间。而且，CRWD要高得多。然后，很自然地，我在这里展示的所有老牌和大型软件公司的市盈率都明显较低。<i>成熟度就像重力一样，拉低市盈率。</i></blockquote></p><p></p><p> However, with PLTR, I could easily see the P/S hold around 28 for the next several years as long as strong growth is maintained. In fact, we could see the P/S grow upwards to 40-50, or perhaps higher. On the other hand, it could drop down into the 18-22 range. Of course, anything is possible but I'm trying to establish some guardrails.</p><p><blockquote>然而，有了PLTR，只要保持强劲增长，我很容易看到未来几年市盈率保持在28左右。事实上，我们可以看到市盈率上升到40-50，甚至更高。另一方面，它可能会下降到18-22的范围。当然，一切皆有可能，但我正试图建立一些护栏。</blockquote></p><p> Here's why this matters:</p><p><blockquote>这就是为什么这很重要：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c1c90ea898fbbebcb6c5d7e728153db\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Source: PLTR Q2 Earnings Slides</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：PLTR 第二季度收益幻灯片</span></p></blockquote></p><p> If revenue growth holds at 30% and price holds with respect to those sales, as the ratios indicate at this point, then we can do a bit of extrapolation. In other words, assuming 30% share price increases year over year isn't too crazy. Here's how that looks, assuming we start with a price of $25 right now:</p><p><blockquote>如果收入增长保持在30%，价格相对于这些销售保持不变，正如此时的比率所示，那么我们可以做一点推断。换句话说，假设股价同比上涨30%并不算太疯狂。假设我们现在从 25 美元的价格开始，情况如下：</blockquote></p><p> <ul>  <li>2022 = $32.50</li>  <li>2023 = $42.25</li>  <li>2024 = $54.93</li>  <li>2025 = $71.40</li> </ul> But, here's the rub. I think that maybe PLTR is sandbagging. I wrote an article all about this with a&nbsp;ton of interesting proof.</p><p><blockquote><ul><li>2022=$32.50</li><li>2023=$42.25</li><li>2024=$54.93</li><li>2025=$71.40</li></ul>但是，问题来了。我想也许PLTR是沙袋。我写了一篇关于这个的文章，里面有一大堆有趣的证据。</blockquote></p><p> In fact, 40% growth might also be too conservative, and according to my projections, PLTR is actually quite capable of 50% CAGR through 2025. For reference:Palantir Is Sandbagging Growth Projections.</p><p><blockquote>事实上，40%的增长也可能过于保守，根据我的预测，到2025年，PLTR实际上完全有能力实现50%的CAGR。供参考：Palantir 正在沙袋增长预测。</blockquote></p><p> Now, stick with me. Because at this point, we're moving from 30%, to a much higher set of numbers.</p><p><blockquote>现在，跟着我。因为在这一点上，我们正在从30%走向一个更高的数字。</blockquote></p><p> Follow The Math</p><p><blockquote>遵循数学</blockquote></p><p> I ran some numbers back in that article back in June 2021 when PLTR was trading a little bit lower, at $24. Here are those projections:</p><p><blockquote>我在 2021 年 6 月的那篇文章中回顾了一些数字，当时 PLTR 的交易价格略低，为 24 美元。以下是这些预测：</blockquote></p><p> <ul>  <li>2022 = $34 (40% growth)</li>  <li>2023 = $47 (40% growth)</li>  <li>2024 = $66 (40% growth)</li>  <li>2025 = $92 (40% growth)</li> </ul> Then...</p><p><blockquote><ul><li>2022 年 = 34 美元（增长 40%）</li><li>2023 年 = 47 美元（增长 40%）</li><li>2024 年 = 66 美元（增长 40%）</li><li>2025 年 = 92 美元（增长 40%）</li></ul>然后……...</blockquote></p><p> <ul>  <li>2022 = $36 (50% growth)</li>  <li>2023 = $54 (50% growth)</li>  <li>2024 = $81 (50% growth)</li>  <li>2025 = $122 (50% growth)</li> </ul> Again, for reference:Palantir Is Sandbagging Growth Projections. The math tells us that if PLTR is expecting $4 billion in revenue by 2025, then it's got to grow way above 30%. So,<i>going way above $100 is perfectly rational.</i></p><p><blockquote><ul><li>2022 年 = 36 美元（增长 50%）</li><li>2023 年 = 54 美元（增长 50%）</li><li>2024 年 = 81 美元（增长 50%）</li><li>2025 年 = 122 美元（增长 50%）</li></ul>再次供参考：Palantir 正在对增长预测进行打包。数学告诉我们，如果 PLTR 预计到 2025 年收入将达到 40 亿美元，那么它的增长率必须远远超过 30%。所以，<i>远高于100美元是完全合理的。</i></blockquote></p><p> Therefore, in 2025, being a PLTR millionaire would require just under 11,000 shares assuming 40% growth and hitting $92. Being a PLTR millionaire would require about 8,200 shares assuming 50% growth and hitting $122 per share.</p><p><blockquote>因此，到 2025 年，假设增长 40% 并达到 92 美元，成为 PLTR 百万富翁只需要不到 11,000 股股票。假设增长 50% 并达到每股 122 美元，成为 PLTR 百万富翁需要大约 8,200 股股票。</blockquote></p><p> Getting your hands on 11,000 shares right now at $26 would set you back $286K and 8,200 shares would cost you about $213K. Roughly speaking, you'd need $200-300K of PLTR, depending on your assumptions, and then how things actually work out.</p><p><blockquote>现在以 26 美元的价格购买 11,000 股股票将花费您 28.6 万美元，而 8,200 股股票将花费您约 21.3 万美元。粗略地说，你需要200-30万美元的PLTR，这取决于你的假设，以及事情的实际结果。</blockquote></p><p> Obviously, you can run your own numbers for your own portfolio from this point. The frameworks are simple, but clear. While I don't expect any kind of smooth growth from here, I do expect tremendous and growing strength over the coming 3-5 years, let alone the next 8-10 years.</p><p><blockquote>显然，从这一点开始，您可以为自己的投资组合运行自己的数字。这些框架很简单，但很清晰。虽然我不指望这里会有任何平稳的增长，但我确实预计在未来3-5年，更不用说未来8-10年了，会有巨大的增长实力。</blockquote></p><p> With a substantial \"down payment\" becoming a PLTR millionaire isn't impossible, but that's not exact the point. Instead, it's to consider the tremendous growth in PLTR itself, but also the share price along the way. Even a modest amount of PLTR could turn into a handsome pile; thank you, growth.</p><p><blockquote>有了一大笔“首付”，成为PLTR百万富翁并非不可能，但这并不是重点。相反，要考虑PLTR本身的巨大增长，还要考虑一路上的股价。即使是适量的PLTR也可以变成一堆漂亮的东西；谢谢你，成长。</blockquote></p><p> <b>Is Leverage Worth It?</b></p><p><blockquote><b>杠杆值得吗？</b></blockquote></p><p> Maybe we could use options to&nbsp;exploit leverage:</p><p><blockquote>也许我们可以使用选项来利用杠杆：</blockquote></p><p>   Options can provide leverage. This means an option buyer can pay a relatively small premium for market exposure in relation to the contract value (usually 100 shares of the underlying stock). An investor can see large percentage gains from comparatively small, favorable percentage moves in the underlying product.  Just remember the key risk if you're buying options:</p><p><blockquote>期权可以提供杠杆。这意味着期权买方可以为相对于合约价值（通常是 100 股标的股票）的市场敞口支付相对较小的溢价。投资者可以从基础产品相对较小、有利的百分比变动中看到较大的百分比收益。如果您购买期权，请记住关键风险：</blockquote></p><p>   Leverage also has downside implications. If the underlying stock price does not rise or fall as anticipated during the lifetime of the option, leverage could magnify the investment's percentage loss. Options offer their owners a predetermined, set risk.  <b>However, if the owner's options expire with no value, this loss can be the entire amount of the premium paid for the option</b>. [Emphasis: Author's]  And, depending on your belief or \"faith\" in PLTR's growth, you could use long dated options or \"LEAPS\" to become wealthy with PLTR.</p><p><blockquote>杠杆也有负面影响。如果标的股票价格在期权有效期内没有按预期上涨或下跌，杠杆可能会放大投资的百分比损失。期权为其所有者提供了预定的、设定的风险。<b>但是，如果所有者的期权到期时没有价值，则该损失可能是为期权支付的全部权利金</b>.[强调：作者]而且，根据您对 PLTR 增长的信念或“信念”，您可以使用长期以来的选择或“飞跃”通过 PLTR 致富。</blockquote></p><p> For example, we can easily go out all the way to early 2024:</p><p><blockquote>例如，我们可以轻松地一路走到 2024 年初：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fd29dee567adf170dd52396e1525bf0\" tg-width=\"397\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Source: TD Ameritrade</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：德美利证券</span></p></blockquote></p><p> Assuming you could buy PLTR LEAPs for $4.75 with a strike price of $40, then you could potentially do quite well if PLTR's growth numbers play out.</p><p><blockquote>假设您可以以 4.75 美元的价格购买 PLTR LEAPs，执行价格为 40 美元，那么如果 PLTR 的增长数据发挥作用，您可能会做得很好。</blockquote></p><p> With 40% share price growth, PLTR would hit $47 by the end of 2023. And, with 50% growth, PLTR would hit $54 by the end of 2023.</p><p><blockquote>随着股价增长 40%，PLTR 到 2023 年底将达到 47 美元。而且，随着 50% 的增长，到 2023 年底，PLTR 将达到 54 美元。</blockquote></p><p> At a glance that sounds good,<i>but it's not fantastic</i>. I don't even really have to run the numbers because at a glance you can see that you'd maybe 2x to 3x your money invested right now using PLTR LEAPS with a $40 strike.</p><p><blockquote>乍一看不错，<i>但这并不奇妙</i>.我甚至不需要真正运行数字，因为一眼就能看出，使用 40 美元的 PLTR LEAPS，您现在投资的资金可能会增加 2 到 3 倍。</blockquote></p><p></p><p> Instead, maybe we'd want to look more closely at the $27 strike, for example:</p><p><blockquote>相反，也许我们想更仔细地研究一下 27 美元的行情，例如：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca9ccabc791d1c116f6cda58e4dcf606\" tg-width=\"397\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Source: TD Ameritrade</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：德美利证券</span></p></blockquote></p><p> At this point, assuming $8 for each PLTR Jan 2024 LEAP with a $27 strike, we're looking at $12 assuming gains per LEAP with 40% growth. Furthermore, we're look at about $19 gains per LEAP with 50% growth.</p><p><blockquote>此时，假设 2024 年 1 月 PLTR 每次上涨 8 美元，执行价格为 27 美元，那么假设每次上涨的收益为 40%，我们预计将达到 12 美元。此外，我们预计每次跳跃收益约为 19 美元，增长率为 50%。</blockquote></p><p> To be clear, what I'm doing is adding the $8 LEAP cost and the $27 strike price. That's $35. Then, I'm taking $47 which assumes 40% growth, and subtracting to get the difference, which is $12. And, I'm taking the $54 which assumes 50% growth, and subtracting the same way to get $19. Nothing too fancy here, and no complicated math. Either way,<i>it falls short again</i>.</p><p><blockquote>需要明确的是，我所做的是加上 8 美元的跳跃成本和 27 美元的执行价格。那是35美元。然后，我取47美元，假设增长40%，减去差额，即12美元。而且，我取54美元，假设增长50%，用同样的方法减去19美元。这里没有太花哨的东西，也没有复杂的数学。不管怎样，<i>又不够了</i>.</blockquote></p><p> Putting $8 in maybe gets us 1.5x to 2.5x returns in about 2 years. Of course, it could be more like 3x, or even maybe a bit higher. However, buying and holding is likely to generate similar gains,<i>with less risk</i>.</p><p><blockquote>投入 8 美元可能会在大约 2 年内获得 1.5 倍至 2.5 倍的回报。当然，它可能更像3倍，甚至可能更高一点。然而，买入和持有可能产生类似的收益，<i>风险较小</i>.</blockquote></p><p> The message is this. The options market is smart, and forward looking. And, in this case, it's basically letting us know that PLTR's growth is likely to be in the 40-50% range, as I've explained above. The deeper lesson is to have patience with PLTR common equity. The growth is there and leverage won't accelerate gains without adding too much risk.</p><p><blockquote>信息是这样的。期权市场是聪明且具有前瞻性的。而且，在这种情况下，它基本上让我们知道 PLTR 的增长可能在 40-50% 范围内，正如我上面解释的那样。更深层次的教训是对 PLTR 普通股要有耐心。增长是存在的，杠杆不会在不增加太多风险的情况下加速收益。</blockquote></p><p> At this point in time, I'm not investing in PLTR LEAPS. Buying and holding, with strong growth tailwinds is plenty good enough for most investors. Or, at a minimum, buying PLTR and holding is good enough for my portfolio.</p><p><blockquote>目前，我不会投资 PLTR LEAPS。对于大多数投资者来说，强劲的增长顺风买入并持有已经足够好了。或者，至少，购买 PLTR 并持有对于我的投资组合来说已经足够好了。</blockquote></p><p> Wrap Up</p><p><blockquote>包装</blockquote></p><p> First, I looked at PLTR's early growth from $10 to $25 or so today. I'm not expecting 150% gains every year, however. That's far too greedy and besides, the uncertainty around PLTR is slowly fading, thereby stabilizing things quite a bit. In part, this is what's holding PLTR in the $22 to $28 range, I believe. The burn off of uncertainty has built a floor, or trading zone. I'm confident this floor will move upwards in 2022.</p><p><blockquote>首先，我看了 PLTR 从 10 美元到今天 25 美元左右的早期增长情况。然而，我预计每年不会有 150% 的涨幅。这太贪婪了，而且，PLTR 周围的不确定性正在慢慢消退，从而稳定了局势。我相信，在某种程度上，这就是 PLTR 维持在 22 至 28 美元区间的原因。不确定性的燃烧已经建立了一个底部或交易区。我相信这层楼会在2022年上升。</blockquote></p><p> Second, I reviewed PLTR's growth assumptions once again, showing how 30% growth per year is too probably too modest. Instead, it's looking like we'll see more like 40-50% per year for the next 3-5 years. Furthermore, assuming there's not a collapse in the P/S ratio, investors could enjoy 40-50% capital gains per year, although it might be quite lumpy along the way. If this is true, then hitting $90 to $120 in 2025 is rational.</p><p><blockquote>其次，我再次回顾了 PLTR 的增长假设，表明每年 30% 的增长可能过于温和。相反，看起来在接下来的3-5年里，我们每年会看到40-50%的增长。此外，假设市盈率没有崩溃，投资者每年可以享受40-50%的资本收益，尽管一路上可能会相当不稳定。如果这是真的，那么2025年达到90美元到120美元是合理的。</blockquote></p><p> As a quick sidebar, I can see PLTR hitting somewhere between $65 to $85 by the end of 2023, along the way. If PLTR can show concrete growth, and if they can taper&nbsp;stock-based compensation, this seems quite plausible.</p><p><blockquote>作为一个快速侧栏，我可以看到 PLTR 到 2023 年底将达到 65 美元至 85 美元之间。如果PLTR能够显示出具体的增长，并且如果他们能够逐步减少基于股票的薪酬，这似乎是相当合理的。</blockquote></p><p> Third, I've used long-dated options and some rough math to show that using leverage on PLTR in the market probably isn't going to greatly accelerate gains over 2-3 years. However, even it does work out, the risk to capital goes up. While there are some times where options work well, e.g.,selling PLTR puts, using LEAPS right now doesn't look favorable enough. Better to buy and hold, in most cases.</p><p><blockquote>第三，我使用了长期期权和一些粗略的数学计算来表明，在市场上使用 PLTR 的杠杆可能不会在 2-3 年内大幅加速收益。然而，即使成功了，资本风险也会上升。虽然有时期权效果很好，例如出售 PLTR 看跌期权，但现在使用 LEAPS 看起来不够有利。在大多数情况下，最好买入并持有。</blockquote></p><p> As another sidebar, I enjoyed looking at PLTR LEAPS, which gives investors some added confidence in PLTR's growth over the next 2-3 years. The options market is rather intelligent as a wisdom of the crowds prediction model. I'm seeing an optimistic \"thumbs up\" right now.<i>Growth Stock Renegade</i>subscribers got an extra special view of this phenomenon, I might add.</p><p><blockquote>作为另一个侧边栏，我喜欢关注 PLTR LEAPS，这让投资者对 PLTR 未来 2-3 年的增长更有信心。期权市场是相当聪明的人群预测模型。我现在看到了一个乐观的“竖起大拇指”。<i>成长股叛徒</i>我可以补充一点，订户对这种现象有了额外的特殊看法。</blockquote></p><p> And lastly, as a fun exercise, I've shown that you'd likely need 8,000 to 12,000 shares, and 40-50% CAGR on those shares, to reach $1 million. That would require setting aside $200-300K, and waiting patiently until 2025. Maybe that's acceptable, and maybe not, but at least you have a framework now to understand the potential. That's the real point.</p><p><blockquote>最后，作为一个有趣的练习，我已经表明，你可能需要8,000到12,000股股票，以及这些股票40-50%的CAGR，才能达到100万美元。这需要拨出 20-30 万美元，并耐心等到 2025 年。也许这是可以接受的，也许不是，但至少你现在有一个框架来理解潜力。这才是真正的重点。</blockquote></p><p> Obviously, you can take all of this data plus the growth rates and come to your own conclusions. What I know is that my confidence in PLTR is still quite high and I continue to maintain my bullish position.</p><p><blockquote>显然，你可以把所有这些数据加上增长率，得出自己的结论。我所知道的是，我对PLTR的信心仍然相当高，我继续维持看涨立场。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: What Growth Could Mean For Price In 2025 And Beyond<blockquote>Palantir：增长对 2025 年及以后的价格意味着什么</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\">\nPalantir: What Growth Could Mean For Price In 2025 And Beyond<blockquote>Palantir：增长对 2025 年及以后的价格意味着什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">SeekingAlpha</strong><span class=\"h-time small\">2021-11-02 22:07</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>First, I look at PLTR's early growth from $10 to $25 or so today.</li>  <li>Second, I review PLTR's growth assumptions once again showing how 30% growth per year is probably too modest.</li>  <li>Third, I show how leverage on PLTR using long-dated options probably isn't going to greatly accelerate investor gains over the next 2-3 years.</li>  <li>Fourth, I explain how many shares are needed right now to reach $1 million in PLTR stock by the end of 2025, given rational growth models.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/914f43b37e64c3a5067eb0b621b8686c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>KevinHyde/iStock via Getty Images</span></p><p><blockquote><ul><li>首先，我看一下 PLTR 从 10 美元到今天 25 美元左右的早期增长。</li><li>其次，我再次回顾了 PLTR 的增长假设，表明每年 30% 的增长可能过于温和。</li><li>第三，我展示了使用长期期权对 PLTR 的杠杆可能不会在未来 2-3 年内大大加速投资者的收益。</li><li>第四，我解释了考虑到理性增长模型，到 2025 年底，PLTR 股票需要多少股才能达到 100 万美元。</li></ul><p class=\"t-img-caption\"><span>凯文·海德/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Background</b></p><p><blockquote><b>背景</b></blockquote></p><p> It's very simple really. What's growth really mean for Palantir(NYSE:PLTR)investors in 2022, 2023, 2024 and beyond? This is more difficult to answer than it might appear on the surface but all will be revealed.</p><p><blockquote>真的很简单。2022 年、2023 年、2024 年及以后的增长对 Palantir（纽约证券交易所股票代码：PLTR）投资者来说到底意味着什么？这比表面上看起来更难回答，但一切都会水落石出。</blockquote></p><p> Here's how the article will play out.</p><p><blockquote>以下是这篇文章的内容。</blockquote></p><p> <ul>  <li>First, I look at PLTR's early growth from $10 to $25 or so today. I don't expect the same year-over-year growth, but PLTR investors today could still do very well.</li>  <li>Second, I review PLTR's growth assumptions once again showing how 30% growth per year is too probably too modest. I still believe PLTR is sandbagging.</li>  <li>Third, I show how leverage on PLTR using long-dated options probably isn't going to greatly accelerate investor gains over the next 2-3 years. That's not to say options are bad, but LEAPS don't look sexy here.</li>  <li>Lastly, I explain how many shares are needed right now to reach $1 million in PLTR stock by the end of 2025, given rational growth models. This is not \"get rich quick\" at all, but instead it's meant to be an intriguing way to frame future growth for any investor.</li> </ul> <b>Past Performance Won't Get You There</b></p><p><blockquote><ul><li>首先，我看一下 PLTR 从 10 美元到今天 25 美元左右的早期增长。我预计不会出现同样的同比增长，但 PLTR 投资者今天仍然可以做得很好。</li><li>其次，我再次回顾了 PLTR 的增长假设，表明每年 30% 的增长可能过于温和。我仍然相信PLTR是沙袋。</li><li>第三，我展示了使用长期期权对 PLTR 的杠杆可能不会在未来 2-3 年内大大加速投资者的收益。这并不是说选择不好，但跳跃在这里看起来并不性感。</li><li>最后，我解释了考虑到理性增长模型，到 2025 年底，PLTR 股票需要多少股才能达到 100 万美元。这根本不是“快速致富”，而是为了成为任何投资者规划未来增长的一种有趣方式。</li></ul><b>过去的表现不会让你到达那里</b></blockquote></p><p> Let's start with a basic approach. Here's how PLTR looks thus far:</p><p><blockquote>让我们从基本方法开始。以下是 PLTR 到目前为止的样子：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ae3bb5915890ce620bdb3015a49df9b2\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> In one year, PLTR has gone up 155% going from $10 on September 30th, 2020 through $25.88 on October 29th, 2021. (I'm seeing $26.47 right now.)</p><p><blockquote>一年内，PLTR 从 2020 年 9 月 30 日的 10 美元上涨至 2021 年 10 月 29 日的 25.88 美元，上涨了 155%。（我现在看到 26.47 美元。）</blockquote></p><p> Although I don't expect similar results going forward, we can roughly estimate how things would look. It's been about 400 days since PLTR's DPO. Therefore, very grossly speaking, PLTR is gaining about 0.23% per day compounded. I did that fast, and very back-of-napkin, but it's still fun and interesting, if not ridiculous. Here's how things would look now if you bought at the DPO:</p><p><blockquote>虽然我预计未来不会有类似的结果，但我们可以大致估计事情会是什么样子。距离PLTR的DPO已经过去了大约400天。因此，粗略地说，PLTR 每天复合上涨约 0.23%。我做得很快，而且非常事后，但它仍然很有趣，如果不是荒谬的话。如果您在 DPO 购买，现在的情况如下：</blockquote></p><p> <ul>  <li>10 shares at DPO for $100 = $250</li>  <li>100 shares at DPO for $1,000 = $2,500</li>  <li>1,000 shares at DPO for $10,000 = $25,000</li>  <li>10,000 shares at DPO for $100,000 = $250,000</li> </ul> In other words, even with $100K invested you would not yet be a PLTR millionaire. How many more days at 0.23% would it take to reach $1 million in PLTR stock in this case? Here's the math:</p><p><blockquote><ul><li>DPO 10 股，100 美元 = 250 美元</li><li>DPO 100 股，1,000 美元 = 2,500 美元</li><li>1,000 股 DPO 股票，10,000 美元 = 25,000 美元</li><li>DPO 的 10,000 股股票，价格为 100,000 美元 = 250,000 美元</li></ul>换句话说，即使投资了10万美元，你也不会成为PLTR百万富翁。在这种情况下，0.23% 的 PLTR 股票还需要多少天才能达到 100 万美元？数学如下：</blockquote></p><p> <ul>  <li>10 shares at DPO = 4,000 days (about 11 years)</li>  <li>100 shares at DPO = 3,000 days (about 8 years)</li>  <li>1,000 shares at DPO = 2,000 days (about 5.5 years)</li>  <li>10,000 shares at DPO = 1,000 days (about 2.5 years)</li> </ul> Of course, this is mostly absurd. Getting 150% returns per year is outlandish and it would have required buying right at the DPO for $10 per share. Plus, you'd need to keep getting 150% per year. Also, it would require zero selling. And, much more. Although this is all fun, it's unrealistic for most investors.</p><p><blockquote><ul><li>10 股 DPO = 4,000 天（约 11 年）</li><li>DPO 时 100 股 = 3,000 天（约 8 年）</li><li>1,000 股 DPO = 2,000 天（约 5.5 年）</li><li>10,000股DPO=1,000天（约2.5年）</li></ul>当然，这大多是荒谬的。每年获得 150% 的回报率是古怪的，而且需要在 DPO 以每股 10 美元的价格购买。另外，你需要继续每年获得150%。此外，它需要零销售。还有更多。虽然这一切都很有趣，但对大多数投资者来说这是不现实的。</blockquote></p><p> So, the first big point is that even starting with a lot of money and lot of shares,<i>very few investors are hitting $1 million with PLTR right now</i>. And, even with robust assumptions, it'll take many more years to hit the big goal. Therefore, patience is required. There's no way around the math.</p><p><blockquote>所以，第一个要点是，即使一开始有很多钱和很多股票，<i>目前很少有投资者通过 PLTR 达到 100 万美元</i>.而且，即使有可靠的假设，实现这个大目标也需要很多年的时间。因此，需要耐心。没有办法绕过数学。</blockquote></p><p> <b>More Reasonable Assumptions</b></p><p><blockquote><b>更合理的假设</b></blockquote></p><p> For a moment, let's review one basic ratio.</p><p><blockquote>让我们回顾一下一个基本比率。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/03d62686c7b3057066e9993cc4c676c3\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Squinting a bit, you can see that PLTR's average price-to-sales ratio is about 28. Next, here are several more mature software companies, plus PayPal(NASDAQ:PYPL), CrowdStrike(NASDAQ:CRWD)and Snowflake(NYSE:SNOW)for a bit of fun, and added perspective.</p><p><blockquote>稍微眯起眼睛，可以看到PLTR的平均市销率约为28。接下来，这里有几家更成熟的软件公司，加上PayPal（纳斯达克股票代码：PYPL）、CrowdStrike（纳斯达克股票代码：CRWD）和雪花（纽约证券交易所股票代码：SNOW），以获得一点乐趣并增加视角。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b5712325a7823b3bfb18b559201dbcc\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Not surprisingly, SNOW still has a much higher P/S ratio than PLTR. That's been the case for a while. And, CRWD is quite a bit higher. Then, naturally, all the older and bigger software companies I've shown here have significantly lower P/S ratios.<i>Maturity acts like gravity, pulling P/S down.</i></p><p><blockquote>毫不奇怪，SNOW 的市盈率仍然比 PLTR 高得多。这种情况已经持续了一段时间。而且，CRWD要高得多。然后，很自然地，我在这里展示的所有老牌和大型软件公司的市盈率都明显较低。<i>成熟度就像重力一样，拉低市盈率。</i></blockquote></p><p></p><p> However, with PLTR, I could easily see the P/S hold around 28 for the next several years as long as strong growth is maintained. In fact, we could see the P/S grow upwards to 40-50, or perhaps higher. On the other hand, it could drop down into the 18-22 range. Of course, anything is possible but I'm trying to establish some guardrails.</p><p><blockquote>然而，有了PLTR，只要保持强劲增长，我很容易看到未来几年市盈率保持在28左右。事实上，我们可以看到市盈率上升到40-50，甚至更高。另一方面，它可能会下降到18-22的范围。当然，一切皆有可能，但我正试图建立一些护栏。</blockquote></p><p> Here's why this matters:</p><p><blockquote>这就是为什么这很重要：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c1c90ea898fbbebcb6c5d7e728153db\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Source: PLTR Q2 Earnings Slides</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：PLTR 第二季度收益幻灯片</span></p></blockquote></p><p> If revenue growth holds at 30% and price holds with respect to those sales, as the ratios indicate at this point, then we can do a bit of extrapolation. In other words, assuming 30% share price increases year over year isn't too crazy. Here's how that looks, assuming we start with a price of $25 right now:</p><p><blockquote>如果收入增长保持在30%，价格相对于这些销售保持不变，正如此时的比率所示，那么我们可以做一点推断。换句话说，假设股价同比上涨30%并不算太疯狂。假设我们现在从 25 美元的价格开始，情况如下：</blockquote></p><p> <ul>  <li>2022 = $32.50</li>  <li>2023 = $42.25</li>  <li>2024 = $54.93</li>  <li>2025 = $71.40</li> </ul> But, here's the rub. I think that maybe PLTR is sandbagging. I wrote an article all about this with a&nbsp;ton of interesting proof.</p><p><blockquote><ul><li>2022=$32.50</li><li>2023=$42.25</li><li>2024=$54.93</li><li>2025=$71.40</li></ul>但是，问题来了。我想也许PLTR是沙袋。我写了一篇关于这个的文章，里面有一大堆有趣的证据。</blockquote></p><p> In fact, 40% growth might also be too conservative, and according to my projections, PLTR is actually quite capable of 50% CAGR through 2025. For reference:Palantir Is Sandbagging Growth Projections.</p><p><blockquote>事实上，40%的增长也可能过于保守，根据我的预测，到2025年，PLTR实际上完全有能力实现50%的CAGR。供参考：Palantir 正在沙袋增长预测。</blockquote></p><p> Now, stick with me. Because at this point, we're moving from 30%, to a much higher set of numbers.</p><p><blockquote>现在，跟着我。因为在这一点上，我们正在从30%走向一个更高的数字。</blockquote></p><p> Follow The Math</p><p><blockquote>遵循数学</blockquote></p><p> I ran some numbers back in that article back in June 2021 when PLTR was trading a little bit lower, at $24. Here are those projections:</p><p><blockquote>我在 2021 年 6 月的那篇文章中回顾了一些数字，当时 PLTR 的交易价格略低，为 24 美元。以下是这些预测：</blockquote></p><p> <ul>  <li>2022 = $34 (40% growth)</li>  <li>2023 = $47 (40% growth)</li>  <li>2024 = $66 (40% growth)</li>  <li>2025 = $92 (40% growth)</li> </ul> Then...</p><p><blockquote><ul><li>2022 年 = 34 美元（增长 40%）</li><li>2023 年 = 47 美元（增长 40%）</li><li>2024 年 = 66 美元（增长 40%）</li><li>2025 年 = 92 美元（增长 40%）</li></ul>然后……...</blockquote></p><p> <ul>  <li>2022 = $36 (50% growth)</li>  <li>2023 = $54 (50% growth)</li>  <li>2024 = $81 (50% growth)</li>  <li>2025 = $122 (50% growth)</li> </ul> Again, for reference:Palantir Is Sandbagging Growth Projections. The math tells us that if PLTR is expecting $4 billion in revenue by 2025, then it's got to grow way above 30%. So,<i>going way above $100 is perfectly rational.</i></p><p><blockquote><ul><li>2022 年 = 36 美元（增长 50%）</li><li>2023 年 = 54 美元（增长 50%）</li><li>2024 年 = 81 美元（增长 50%）</li><li>2025 年 = 122 美元（增长 50%）</li></ul>再次供参考：Palantir 正在对增长预测进行打包。数学告诉我们，如果 PLTR 预计到 2025 年收入将达到 40 亿美元，那么它的增长率必须远远超过 30%。所以，<i>远高于100美元是完全合理的。</i></blockquote></p><p> Therefore, in 2025, being a PLTR millionaire would require just under 11,000 shares assuming 40% growth and hitting $92. Being a PLTR millionaire would require about 8,200 shares assuming 50% growth and hitting $122 per share.</p><p><blockquote>因此，到 2025 年，假设增长 40% 并达到 92 美元，成为 PLTR 百万富翁只需要不到 11,000 股股票。假设增长 50% 并达到每股 122 美元，成为 PLTR 百万富翁需要大约 8,200 股股票。</blockquote></p><p> Getting your hands on 11,000 shares right now at $26 would set you back $286K and 8,200 shares would cost you about $213K. Roughly speaking, you'd need $200-300K of PLTR, depending on your assumptions, and then how things actually work out.</p><p><blockquote>现在以 26 美元的价格购买 11,000 股股票将花费您 28.6 万美元，而 8,200 股股票将花费您约 21.3 万美元。粗略地说，你需要200-30万美元的PLTR，这取决于你的假设，以及事情的实际结果。</blockquote></p><p> Obviously, you can run your own numbers for your own portfolio from this point. The frameworks are simple, but clear. While I don't expect any kind of smooth growth from here, I do expect tremendous and growing strength over the coming 3-5 years, let alone the next 8-10 years.</p><p><blockquote>显然，从这一点开始，您可以为自己的投资组合运行自己的数字。这些框架很简单，但很清晰。虽然我不指望这里会有任何平稳的增长，但我确实预计在未来3-5年，更不用说未来8-10年了，会有巨大的增长实力。</blockquote></p><p> With a substantial \"down payment\" becoming a PLTR millionaire isn't impossible, but that's not exact the point. Instead, it's to consider the tremendous growth in PLTR itself, but also the share price along the way. Even a modest amount of PLTR could turn into a handsome pile; thank you, growth.</p><p><blockquote>有了一大笔“首付”，成为PLTR百万富翁并非不可能，但这并不是重点。相反，要考虑PLTR本身的巨大增长，还要考虑一路上的股价。即使是适量的PLTR也可以变成一堆漂亮的东西；谢谢你，成长。</blockquote></p><p> <b>Is Leverage Worth It?</b></p><p><blockquote><b>杠杆值得吗？</b></blockquote></p><p> Maybe we could use options to&nbsp;exploit leverage:</p><p><blockquote>也许我们可以使用选项来利用杠杆：</blockquote></p><p>   Options can provide leverage. This means an option buyer can pay a relatively small premium for market exposure in relation to the contract value (usually 100 shares of the underlying stock). An investor can see large percentage gains from comparatively small, favorable percentage moves in the underlying product.  Just remember the key risk if you're buying options:</p><p><blockquote>期权可以提供杠杆。这意味着期权买方可以为相对于合约价值（通常是 100 股标的股票）的市场敞口支付相对较小的溢价。投资者可以从基础产品相对较小、有利的百分比变动中看到较大的百分比收益。如果您购买期权，请记住关键风险：</blockquote></p><p>   Leverage also has downside implications. If the underlying stock price does not rise or fall as anticipated during the lifetime of the option, leverage could magnify the investment's percentage loss. Options offer their owners a predetermined, set risk.  <b>However, if the owner's options expire with no value, this loss can be the entire amount of the premium paid for the option</b>. [Emphasis: Author's]  And, depending on your belief or \"faith\" in PLTR's growth, you could use long dated options or \"LEAPS\" to become wealthy with PLTR.</p><p><blockquote>杠杆也有负面影响。如果标的股票价格在期权有效期内没有按预期上涨或下跌，杠杆可能会放大投资的百分比损失。期权为其所有者提供了预定的、设定的风险。<b>但是，如果所有者的期权到期时没有价值，则该损失可能是为期权支付的全部权利金</b>.[强调：作者]而且，根据您对 PLTR 增长的信念或“信念”，您可以使用长期以来的选择或“飞跃”通过 PLTR 致富。</blockquote></p><p> For example, we can easily go out all the way to early 2024:</p><p><blockquote>例如，我们可以轻松地一路走到 2024 年初：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fd29dee567adf170dd52396e1525bf0\" tg-width=\"397\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Source: TD Ameritrade</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：德美利证券</span></p></blockquote></p><p> Assuming you could buy PLTR LEAPs for $4.75 with a strike price of $40, then you could potentially do quite well if PLTR's growth numbers play out.</p><p><blockquote>假设您可以以 4.75 美元的价格购买 PLTR LEAPs，执行价格为 40 美元，那么如果 PLTR 的增长数据发挥作用，您可能会做得很好。</blockquote></p><p> With 40% share price growth, PLTR would hit $47 by the end of 2023. And, with 50% growth, PLTR would hit $54 by the end of 2023.</p><p><blockquote>随着股价增长 40%，PLTR 到 2023 年底将达到 47 美元。而且，随着 50% 的增长，到 2023 年底，PLTR 将达到 54 美元。</blockquote></p><p> At a glance that sounds good,<i>but it's not fantastic</i>. I don't even really have to run the numbers because at a glance you can see that you'd maybe 2x to 3x your money invested right now using PLTR LEAPS with a $40 strike.</p><p><blockquote>乍一看不错，<i>但这并不奇妙</i>.我甚至不需要真正运行数字，因为一眼就能看出，使用 40 美元的 PLTR LEAPS，您现在投资的资金可能会增加 2 到 3 倍。</blockquote></p><p></p><p> Instead, maybe we'd want to look more closely at the $27 strike, for example:</p><p><blockquote>相反，也许我们想更仔细地研究一下 27 美元的行情，例如：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca9ccabc791d1c116f6cda58e4dcf606\" tg-width=\"397\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Source: TD Ameritrade</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：德美利证券</span></p></blockquote></p><p> At this point, assuming $8 for each PLTR Jan 2024 LEAP with a $27 strike, we're looking at $12 assuming gains per LEAP with 40% growth. Furthermore, we're look at about $19 gains per LEAP with 50% growth.</p><p><blockquote>此时，假设 2024 年 1 月 PLTR 每次上涨 8 美元，执行价格为 27 美元，那么假设每次上涨的收益为 40%，我们预计将达到 12 美元。此外，我们预计每次跳跃收益约为 19 美元，增长率为 50%。</blockquote></p><p> To be clear, what I'm doing is adding the $8 LEAP cost and the $27 strike price. That's $35. Then, I'm taking $47 which assumes 40% growth, and subtracting to get the difference, which is $12. And, I'm taking the $54 which assumes 50% growth, and subtracting the same way to get $19. Nothing too fancy here, and no complicated math. Either way,<i>it falls short again</i>.</p><p><blockquote>需要明确的是，我所做的是加上 8 美元的跳跃成本和 27 美元的执行价格。那是35美元。然后，我取47美元，假设增长40%，减去差额，即12美元。而且，我取54美元，假设增长50%，用同样的方法减去19美元。这里没有太花哨的东西，也没有复杂的数学。不管怎样，<i>又不够了</i>.</blockquote></p><p> Putting $8 in maybe gets us 1.5x to 2.5x returns in about 2 years. Of course, it could be more like 3x, or even maybe a bit higher. However, buying and holding is likely to generate similar gains,<i>with less risk</i>.</p><p><blockquote>投入 8 美元可能会在大约 2 年内获得 1.5 倍至 2.5 倍的回报。当然，它可能更像3倍，甚至可能更高一点。然而，买入和持有可能产生类似的收益，<i>风险较小</i>.</blockquote></p><p> The message is this. The options market is smart, and forward looking. And, in this case, it's basically letting us know that PLTR's growth is likely to be in the 40-50% range, as I've explained above. The deeper lesson is to have patience with PLTR common equity. The growth is there and leverage won't accelerate gains without adding too much risk.</p><p><blockquote>信息是这样的。期权市场是聪明且具有前瞻性的。而且，在这种情况下，它基本上让我们知道 PLTR 的增长可能在 40-50% 范围内，正如我上面解释的那样。更深层次的教训是对 PLTR 普通股要有耐心。增长是存在的，杠杆不会在不增加太多风险的情况下加速收益。</blockquote></p><p> At this point in time, I'm not investing in PLTR LEAPS. Buying and holding, with strong growth tailwinds is plenty good enough for most investors. Or, at a minimum, buying PLTR and holding is good enough for my portfolio.</p><p><blockquote>目前，我不会投资 PLTR LEAPS。对于大多数投资者来说，强劲的增长顺风买入并持有已经足够好了。或者，至少，购买 PLTR 并持有对于我的投资组合来说已经足够好了。</blockquote></p><p> Wrap Up</p><p><blockquote>包装</blockquote></p><p> First, I looked at PLTR's early growth from $10 to $25 or so today. I'm not expecting 150% gains every year, however. That's far too greedy and besides, the uncertainty around PLTR is slowly fading, thereby stabilizing things quite a bit. In part, this is what's holding PLTR in the $22 to $28 range, I believe. The burn off of uncertainty has built a floor, or trading zone. I'm confident this floor will move upwards in 2022.</p><p><blockquote>首先，我看了 PLTR 从 10 美元到今天 25 美元左右的早期增长情况。然而，我预计每年不会有 150% 的涨幅。这太贪婪了，而且，PLTR 周围的不确定性正在慢慢消退，从而稳定了局势。我相信，在某种程度上，这就是 PLTR 维持在 22 至 28 美元区间的原因。不确定性的燃烧已经建立了一个底部或交易区。我相信这层楼会在2022年上升。</blockquote></p><p> Second, I reviewed PLTR's growth assumptions once again, showing how 30% growth per year is too probably too modest. Instead, it's looking like we'll see more like 40-50% per year for the next 3-5 years. Furthermore, assuming there's not a collapse in the P/S ratio, investors could enjoy 40-50% capital gains per year, although it might be quite lumpy along the way. If this is true, then hitting $90 to $120 in 2025 is rational.</p><p><blockquote>其次，我再次回顾了 PLTR 的增长假设，表明每年 30% 的增长可能过于温和。相反，看起来在接下来的3-5年里，我们每年会看到40-50%的增长。此外，假设市盈率没有崩溃，投资者每年可以享受40-50%的资本收益，尽管一路上可能会相当不稳定。如果这是真的，那么2025年达到90美元到120美元是合理的。</blockquote></p><p> As a quick sidebar, I can see PLTR hitting somewhere between $65 to $85 by the end of 2023, along the way. If PLTR can show concrete growth, and if they can taper&nbsp;stock-based compensation, this seems quite plausible.</p><p><blockquote>作为一个快速侧栏，我可以看到 PLTR 到 2023 年底将达到 65 美元至 85 美元之间。如果PLTR能够显示出具体的增长，并且如果他们能够逐步减少基于股票的薪酬，这似乎是相当合理的。</blockquote></p><p> Third, I've used long-dated options and some rough math to show that using leverage on PLTR in the market probably isn't going to greatly accelerate gains over 2-3 years. However, even it does work out, the risk to capital goes up. While there are some times where options work well, e.g.,selling PLTR puts, using LEAPS right now doesn't look favorable enough. Better to buy and hold, in most cases.</p><p><blockquote>第三，我使用了长期期权和一些粗略的数学计算来表明，在市场上使用 PLTR 的杠杆可能不会在 2-3 年内大幅加速收益。然而，即使成功了，资本风险也会上升。虽然有时期权效果很好，例如出售 PLTR 看跌期权，但现在使用 LEAPS 看起来不够有利。在大多数情况下，最好买入并持有。</blockquote></p><p> As another sidebar, I enjoyed looking at PLTR LEAPS, which gives investors some added confidence in PLTR's growth over the next 2-3 years. The options market is rather intelligent as a wisdom of the crowds prediction model. I'm seeing an optimistic \"thumbs up\" right now.<i>Growth Stock Renegade</i>subscribers got an extra special view of this phenomenon, I might add.</p><p><blockquote>作为另一个侧边栏，我喜欢关注 PLTR LEAPS，这让投资者对 PLTR 未来 2-3 年的增长更有信心。期权市场是相当聪明的人群预测模型。我现在看到了一个乐观的“竖起大拇指”。<i>成长股叛徒</i>我可以补充一点，订户对这种现象有了额外的特殊看法。</blockquote></p><p> And lastly, as a fun exercise, I've shown that you'd likely need 8,000 to 12,000 shares, and 40-50% CAGR on those shares, to reach $1 million. That would require setting aside $200-300K, and waiting patiently until 2025. Maybe that's acceptable, and maybe not, but at least you have a framework now to understand the potential. That's the real point.</p><p><blockquote>最后，作为一个有趣的练习，我已经表明，你可能需要8,000到12,000股股票，以及这些股票40-50%的CAGR，才能达到100万美元。这需要拨出 20-30 万美元，并耐心等到 2025 年。也许这是可以接受的，也许不是，但至少你现在有一个框架来理解潜力。这才是真正的重点。</blockquote></p><p> Obviously, you can take all of this data plus the growth rates and come to your own conclusions. What I know is that my confidence in PLTR is still quite high and I continue to maintain my bullish position.</p><p><blockquote>显然，你可以把所有这些数据加上增长率，得出自己的结论。我所知道的是，我对PLTR的信心仍然相当高，我继续维持看涨立场。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4464239-palantir-what-growth-could-mean-for-price-in-2025-and-beyond\">SeekingAlpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4464239-palantir-what-growth-could-mean-for-price-in-2025-and-beyond","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117726029","content_text":"Summary\n\nFirst, I look at PLTR's early growth from $10 to $25 or so today.\nSecond, I review PLTR's growth assumptions once again showing how 30% growth per year is probably too modest.\nThird, I show how leverage on PLTR using long-dated options probably isn't going to greatly accelerate investor gains over the next 2-3 years.\nFourth, I explain how many shares are needed right now to reach $1 million in PLTR stock by the end of 2025, given rational growth models.\n\nKevinHyde/iStock via Getty Images\nBackground\nIt's very simple really. What's growth really mean for Palantir(NYSE:PLTR)investors in 2022, 2023, 2024 and beyond? This is more difficult to answer than it might appear on the surface but all will be revealed.\nHere's how the article will play out.\n\nFirst, I look at PLTR's early growth from $10 to $25 or so today. I don't expect the same year-over-year growth, but PLTR investors today could still do very well.\nSecond, I review PLTR's growth assumptions once again showing how 30% growth per year is too probably too modest. I still believe PLTR is sandbagging.\nThird, I show how leverage on PLTR using long-dated options probably isn't going to greatly accelerate investor gains over the next 2-3 years. That's not to say options are bad, but LEAPS don't look sexy here.\nLastly, I explain how many shares are needed right now to reach $1 million in PLTR stock by the end of 2025, given rational growth models. This is not \"get rich quick\" at all, but instead it's meant to be an intriguing way to frame future growth for any investor.\n\nPast Performance Won't Get You There\nLet's start with a basic approach. Here's how PLTR looks thus far:\n\nIn one year, PLTR has gone up 155% going from $10 on September 30th, 2020 through $25.88 on October 29th, 2021. (I'm seeing $26.47 right now.)\nAlthough I don't expect similar results going forward, we can roughly estimate how things would look. It's been about 400 days since PLTR's DPO. Therefore, very grossly speaking, PLTR is gaining about 0.23% per day compounded. I did that fast, and very back-of-napkin, but it's still fun and interesting, if not ridiculous. Here's how things would look now if you bought at the DPO:\n\n10 shares at DPO for $100 = $250\n100 shares at DPO for $1,000 = $2,500\n1,000 shares at DPO for $10,000 = $25,000\n10,000 shares at DPO for $100,000 = $250,000\n\nIn other words, even with $100K invested you would not yet be a PLTR millionaire. How many more days at 0.23% would it take to reach $1 million in PLTR stock in this case? Here's the math:\n\n10 shares at DPO = 4,000 days (about 11 years)\n100 shares at DPO = 3,000 days (about 8 years)\n1,000 shares at DPO = 2,000 days (about 5.5 years)\n10,000 shares at DPO = 1,000 days (about 2.5 years)\n\nOf course, this is mostly absurd. Getting 150% returns per year is outlandish and it would have required buying right at the DPO for $10 per share. Plus, you'd need to keep getting 150% per year. Also, it would require zero selling. And, much more. Although this is all fun, it's unrealistic for most investors.\nSo, the first big point is that even starting with a lot of money and lot of shares,very few investors are hitting $1 million with PLTR right now. And, even with robust assumptions, it'll take many more years to hit the big goal. Therefore, patience is required. There's no way around the math.\nMore Reasonable Assumptions\nFor a moment, let's review one basic ratio.\n\nSquinting a bit, you can see that PLTR's average price-to-sales ratio is about 28. Next, here are several more mature software companies, plus PayPal(NASDAQ:PYPL), CrowdStrike(NASDAQ:CRWD)and Snowflake(NYSE:SNOW)for a bit of fun, and added perspective.\n\nNot surprisingly, SNOW still has a much higher P/S ratio than PLTR. That's been the case for a while. And, CRWD is quite a bit higher. Then, naturally, all the older and bigger software companies I've shown here have significantly lower P/S ratios.Maturity acts like gravity, pulling P/S down.\nHowever, with PLTR, I could easily see the P/S hold around 28 for the next several years as long as strong growth is maintained. In fact, we could see the P/S grow upwards to 40-50, or perhaps higher. On the other hand, it could drop down into the 18-22 range. Of course, anything is possible but I'm trying to establish some guardrails.\nHere's why this matters:\nSource: PLTR Q2 Earnings Slides\nIf revenue growth holds at 30% and price holds with respect to those sales, as the ratios indicate at this point, then we can do a bit of extrapolation. In other words, assuming 30% share price increases year over year isn't too crazy. Here's how that looks, assuming we start with a price of $25 right now:\n\n2022 = $32.50\n2023 = $42.25\n2024 = $54.93\n2025 = $71.40\n\nBut, here's the rub. I think that maybe PLTR is sandbagging. I wrote an article all about this with a ton of interesting proof.\nIn fact, 40% growth might also be too conservative, and according to my projections, PLTR is actually quite capable of 50% CAGR through 2025. For reference:Palantir Is Sandbagging Growth Projections.\nNow, stick with me. Because at this point, we're moving from 30%, to a much higher set of numbers.\nFollow The Math\nI ran some numbers back in that article back in June 2021 when PLTR was trading a little bit lower, at $24. Here are those projections:\n\n2022 = $34 (40% growth)\n2023 = $47 (40% growth)\n2024 = $66 (40% growth)\n2025 = $92 (40% growth)\n\nThen...\n\n2022 = $36 (50% growth)\n2023 = $54 (50% growth)\n2024 = $81 (50% growth)\n2025 = $122 (50% growth)\n\nAgain, for reference:Palantir Is Sandbagging Growth Projections. The math tells us that if PLTR is expecting $4 billion in revenue by 2025, then it's got to grow way above 30%. So,going way above $100 is perfectly rational.\nTherefore, in 2025, being a PLTR millionaire would require just under 11,000 shares assuming 40% growth and hitting $92. Being a PLTR millionaire would require about 8,200 shares assuming 50% growth and hitting $122 per share.\nGetting your hands on 11,000 shares right now at $26 would set you back $286K and 8,200 shares would cost you about $213K. Roughly speaking, you'd need $200-300K of PLTR, depending on your assumptions, and then how things actually work out.\nObviously, you can run your own numbers for your own portfolio from this point. The frameworks are simple, but clear. While I don't expect any kind of smooth growth from here, I do expect tremendous and growing strength over the coming 3-5 years, let alone the next 8-10 years.\nWith a substantial \"down payment\" becoming a PLTR millionaire isn't impossible, but that's not exact the point. Instead, it's to consider the tremendous growth in PLTR itself, but also the share price along the way. Even a modest amount of PLTR could turn into a handsome pile; thank you, growth.\nIs Leverage Worth It?\nMaybe we could use options to exploit leverage:\n\n Options can provide leverage. This means an option buyer can pay a relatively small premium for market exposure in relation to the contract value (usually 100 shares of the underlying stock). An investor can see large percentage gains from comparatively small, favorable percentage moves in the underlying product.\n\nJust remember the key risk if you're buying options:\n\n Leverage also has downside implications. If the underlying stock price does not rise or fall as anticipated during the lifetime of the option, leverage could magnify the investment's percentage loss. Options offer their owners a predetermined, set risk.\n However, if the owner's options expire with no value, this loss can be the entire amount of the premium paid for the option. [Emphasis: Author's]\n\nAnd, depending on your belief or \"faith\" in PLTR's growth, you could use long dated options or \"LEAPS\" to become wealthy with PLTR.\nFor example, we can easily go out all the way to early 2024:\nSource: TD Ameritrade\nAssuming you could buy PLTR LEAPs for $4.75 with a strike price of $40, then you could potentially do quite well if PLTR's growth numbers play out.\nWith 40% share price growth, PLTR would hit $47 by the end of 2023. And, with 50% growth, PLTR would hit $54 by the end of 2023.\nAt a glance that sounds good,but it's not fantastic. I don't even really have to run the numbers because at a glance you can see that you'd maybe 2x to 3x your money invested right now using PLTR LEAPS with a $40 strike.\nInstead, maybe we'd want to look more closely at the $27 strike, for example:\nSource: TD Ameritrade\nAt this point, assuming $8 for each PLTR Jan 2024 LEAP with a $27 strike, we're looking at $12 assuming gains per LEAP with 40% growth. Furthermore, we're look at about $19 gains per LEAP with 50% growth.\nTo be clear, what I'm doing is adding the $8 LEAP cost and the $27 strike price. That's $35. Then, I'm taking $47 which assumes 40% growth, and subtracting to get the difference, which is $12. And, I'm taking the $54 which assumes 50% growth, and subtracting the same way to get $19. Nothing too fancy here, and no complicated math. Either way,it falls short again.\nPutting $8 in maybe gets us 1.5x to 2.5x returns in about 2 years. Of course, it could be more like 3x, or even maybe a bit higher. However, buying and holding is likely to generate similar gains,with less risk.\nThe message is this. The options market is smart, and forward looking. And, in this case, it's basically letting us know that PLTR's growth is likely to be in the 40-50% range, as I've explained above. The deeper lesson is to have patience with PLTR common equity. The growth is there and leverage won't accelerate gains without adding too much risk.\nAt this point in time, I'm not investing in PLTR LEAPS. Buying and holding, with strong growth tailwinds is plenty good enough for most investors. Or, at a minimum, buying PLTR and holding is good enough for my portfolio.\nWrap Up\nFirst, I looked at PLTR's early growth from $10 to $25 or so today. I'm not expecting 150% gains every year, however. That's far too greedy and besides, the uncertainty around PLTR is slowly fading, thereby stabilizing things quite a bit. In part, this is what's holding PLTR in the $22 to $28 range, I believe. The burn off of uncertainty has built a floor, or trading zone. I'm confident this floor will move upwards in 2022.\nSecond, I reviewed PLTR's growth assumptions once again, showing how 30% growth per year is too probably too modest. Instead, it's looking like we'll see more like 40-50% per year for the next 3-5 years. Furthermore, assuming there's not a collapse in the P/S ratio, investors could enjoy 40-50% capital gains per year, although it might be quite lumpy along the way. If this is true, then hitting $90 to $120 in 2025 is rational.\nAs a quick sidebar, I can see PLTR hitting somewhere between $65 to $85 by the end of 2023, along the way. If PLTR can show concrete growth, and if they can taper stock-based compensation, this seems quite plausible.\nThird, I've used long-dated options and some rough math to show that using leverage on PLTR in the market probably isn't going to greatly accelerate gains over 2-3 years. However, even it does work out, the risk to capital goes up. While there are some times where options work well, e.g.,selling PLTR puts, using LEAPS right now doesn't look favorable enough. Better to buy and hold, in most cases.\nAs another sidebar, I enjoyed looking at PLTR LEAPS, which gives investors some added confidence in PLTR's growth over the next 2-3 years. The options market is rather intelligent as a wisdom of the crowds prediction model. I'm seeing an optimistic \"thumbs up\" right now.Growth Stock Renegadesubscribers got an extra special view of this phenomenon, I might add.\nAnd lastly, as a fun exercise, I've shown that you'd likely need 8,000 to 12,000 shares, and 40-50% CAGR on those shares, to reach $1 million. That would require setting aside $200-300K, and waiting patiently until 2025. Maybe that's acceptable, and maybe not, but at least you have a framework now to understand the potential. That's the real point.\nObviously, you can take all of this data plus the growth rates and come to your own conclusions. What I know is that my confidence in PLTR is still quite high and I continue to maintain my bullish position.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":3221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855711873,"gmtCreate":1635400914281,"gmtModify":1635400914493,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"Sure. At highest point of $65. The current price level seems like a good deal.&nbsp;","listText":"Sure. At highest point of $65. The current price level seems like a good deal.&nbsp;","text":"Sure. At highest point of $65. The current price level seems like a good deal.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855711873","repostId":"1132883630","repostType":4,"repost":{"id":"1132883630","kind":"news","pubTimestamp":1635399451,"share":"https://www.laohunote.com/m/news/1132883630?lang=zh_CN&edition=full","pubTime":"2021-10-28 13:37","market":"us","language":"en","title":"Nio Stock Dropped Wednesday: Is This an Opportunity?<blockquote>蔚来股票周三下跌：这是一个机会吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132883630","media":"Motley Fool","summary":"Investors are getting uncomfortable with the level of competition in the electric vehicle space.","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> After kicking off Wednesday on a positive note and popping by 2% in early morning trading,electric vehicle stock&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;shed all of those gains and then some. At the close of the session, Nio shares were down by 2.9%.</p><p><blockquote>电动汽车股周三开盘走势积极，早盘交易中上涨 2%<b>蔚来</b>（纽约证券交易所股票代码：NIO）回吐了所有这些涨幅，然后是一些涨幅。截至收盘，蔚来股价下跌2.9%。</blockquote></p><p> It seems investors are weighing the impact of rising competition on the Chinese automaker's prospects and finding it worrisome.</p><p><blockquote>投资者似乎正在权衡竞争加剧对这家中国汽车制造商前景的影响，并认为这令人担忧。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Nio's chief rival&nbsp;<b>Tesla</b>(NASDAQ:TSLA)is firing on all cylinders. After Tesla bagged an order for 100,000 electric vehicles from rental company&nbsp;<b>Hertz</b>&nbsp;earlier this week,it was back in the news again Wednesday&nbsp;after Hertz&nbsp;struck a deal with&nbsp;<b>Uber Technologies</b>&nbsp;to rent it 50,000 Tesla EVs. Although that development built on Hertz's previous order, it reflects the massive potential of the EV industry and the unmistakable traction that Tesla has already gained within it. It's also racing ahead in Nio's core market of China.</p><p><blockquote>蔚来的主要竞争对手<b>特斯拉</b>（纳斯达克股票代码：TSLA）正在全速运转。特斯拉从租赁公司获得10万辆电动汽车订单后<b>赫兹</b>本周早些时候， 在赫兹与<b>优步科技</b>租赁 50,000 辆特斯拉电动汽车。尽管这一发展建立在赫兹之前的订单基础上，但它反映了电动汽车行业的巨大潜力以及特斯拉已经在其中获得的明确吸引力。它在蔚来的核心市场中国也遥遥领先。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d13f2a97da1133832ade5c930059cf8\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> On Wednesday morning,<b>General Motors</b>(NYSE:GM)&nbsp;CEO Mary Barra told CNBC that the auto giant could \"absolutely\" catch up with Tesla on EV sales by 2025. In June, GM announced an ambitious goal of selling more than 1 million EVs worldwide by 2025, backed by investments worth $35 billion in EVs and autonomous vehicles over that period.</p><p><blockquote>星期三早上，<b>通用汽车</b>（纽约证券交易所股票代码：通用汽车）首席执行官玛丽·巴拉 (Mary Barra) 告诉 CNBC，这家汽车巨头“绝对”可以在 2025 年的电动汽车销量上赶上特斯拉。6 月，通用汽车宣布了到 2025 年在全球销售超过 100 万辆电动汽车的雄心勃勃的目标，并在此期间对电动汽车和自动驾驶汽车进行了价值 350 亿美元的投资。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> EVs are a hot market right now, and this is just the start. It's therefore unsurprising to see competition intensifying as nearly every automaker strives to get a piece of a market segment with exponential growth potential.</p><p><blockquote>电动汽车目前是一个热门市场，而这仅仅是个开始。因此，竞争加剧也就不足为奇了，因为几乎每个汽车制造商都努力在具有指数级增长潜力的细分市场中分一杯羹。</blockquote></p><p> Does that mean Nio will be edged out? I don't think so.</p><p><blockquote>这是否意味着蔚来将被边缘化？我不这么认为。</blockquote></p><p> In a short span of time, Nio has established itself as one of the top luxury car makers in China. It delivered more vehicles last quarter than it ever had before, recently began selling in Europe, and is set to launch its&nbsp;first electric luxury sedan, the ET7, in China as well as Norway in 2022 even as it prepares a blueprint for low-priced models to target the mass market in China. Nio's battery-as-a-service program also gives it an edge over rivals, especially among cost-conscious consumers.</p><p><blockquote>在很短的时间内，蔚来已经确立了自己作为中国顶级豪华汽车制造商之一的地位。该公司上季度交付的车辆数量比以往任何时候都多，最近开始在欧洲销售，并计划于 2022 年在中国和挪威推出其首款电动豪华轿车 ET7，尽管该公司正在为低价车型制定蓝图目标中国大众市场。蔚来的电池即服务计划也使其比竞争对手更具优势，尤其是在注重成本的消费者中。</blockquote></p><p> So while Tesla's wins may rattle Nio investors momentarily, the Chinese automaker is a long-term growth story and looks like one of the&nbsp;most promising EV stocks right now to buy on a dip.</p><p><blockquote>因此，尽管特斯拉的胜利可能会暂时让蔚来投资者感到不安，但这家中国汽车制造商是一个长期增长的故事，看起来是目前最有前途的逢低买入电动汽车股票之一。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Stock Dropped Wednesday: Is This an Opportunity?<blockquote>蔚来股票周三下跌：这是一个机会吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Stock Dropped Wednesday: Is This an Opportunity?<blockquote>蔚来股票周三下跌：这是一个机会吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-10-28 13:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> After kicking off Wednesday on a positive note and popping by 2% in early morning trading,electric vehicle stock&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;shed all of those gains and then some. At the close of the session, Nio shares were down by 2.9%.</p><p><blockquote>电动汽车股周三开盘走势积极，早盘交易中上涨 2%<b>蔚来</b>（纽约证券交易所股票代码：NIO）回吐了所有这些涨幅，然后是一些涨幅。截至收盘，蔚来股价下跌2.9%。</blockquote></p><p> It seems investors are weighing the impact of rising competition on the Chinese automaker's prospects and finding it worrisome.</p><p><blockquote>投资者似乎正在权衡竞争加剧对这家中国汽车制造商前景的影响，并认为这令人担忧。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Nio's chief rival&nbsp;<b>Tesla</b>(NASDAQ:TSLA)is firing on all cylinders. After Tesla bagged an order for 100,000 electric vehicles from rental company&nbsp;<b>Hertz</b>&nbsp;earlier this week,it was back in the news again Wednesday&nbsp;after Hertz&nbsp;struck a deal with&nbsp;<b>Uber Technologies</b>&nbsp;to rent it 50,000 Tesla EVs. Although that development built on Hertz's previous order, it reflects the massive potential of the EV industry and the unmistakable traction that Tesla has already gained within it. It's also racing ahead in Nio's core market of China.</p><p><blockquote>蔚来的主要竞争对手<b>特斯拉</b>（纳斯达克股票代码：TSLA）正在全速运转。特斯拉从租赁公司获得10万辆电动汽车订单后<b>赫兹</b>本周早些时候， 在赫兹与<b>优步科技</b>租赁 50,000 辆特斯拉电动汽车。尽管这一发展建立在赫兹之前的订单基础上，但它反映了电动汽车行业的巨大潜力以及特斯拉已经在其中获得的明确吸引力。它在蔚来的核心市场中国也遥遥领先。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d13f2a97da1133832ade5c930059cf8\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> On Wednesday morning,<b>General Motors</b>(NYSE:GM)&nbsp;CEO Mary Barra told CNBC that the auto giant could \"absolutely\" catch up with Tesla on EV sales by 2025. In June, GM announced an ambitious goal of selling more than 1 million EVs worldwide by 2025, backed by investments worth $35 billion in EVs and autonomous vehicles over that period.</p><p><blockquote>星期三早上，<b>通用汽车</b>（纽约证券交易所股票代码：通用汽车）首席执行官玛丽·巴拉 (Mary Barra) 告诉 CNBC，这家汽车巨头“绝对”可以在 2025 年的电动汽车销量上赶上特斯拉。6 月，通用汽车宣布了到 2025 年在全球销售超过 100 万辆电动汽车的雄心勃勃的目标，并在此期间对电动汽车和自动驾驶汽车进行了价值 350 亿美元的投资。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> EVs are a hot market right now, and this is just the start. It's therefore unsurprising to see competition intensifying as nearly every automaker strives to get a piece of a market segment with exponential growth potential.</p><p><blockquote>电动汽车目前是一个热门市场，而这仅仅是个开始。因此，竞争加剧也就不足为奇了，因为几乎每个汽车制造商都努力在具有指数级增长潜力的细分市场中分一杯羹。</blockquote></p><p> Does that mean Nio will be edged out? I don't think so.</p><p><blockquote>这是否意味着蔚来将被边缘化？我不这么认为。</blockquote></p><p> In a short span of time, Nio has established itself as one of the top luxury car makers in China. It delivered more vehicles last quarter than it ever had before, recently began selling in Europe, and is set to launch its&nbsp;first electric luxury sedan, the ET7, in China as well as Norway in 2022 even as it prepares a blueprint for low-priced models to target the mass market in China. Nio's battery-as-a-service program also gives it an edge over rivals, especially among cost-conscious consumers.</p><p><blockquote>在很短的时间内，蔚来已经确立了自己作为中国顶级豪华汽车制造商之一的地位。该公司上季度交付的车辆数量比以往任何时候都多，最近开始在欧洲销售，并计划于 2022 年在中国和挪威推出其首款电动豪华轿车 ET7，尽管该公司正在为低价车型制定蓝图目标中国大众市场。蔚来的电池即服务计划也使其比竞争对手更具优势，尤其是在注重成本的消费者中。</blockquote></p><p> So while Tesla's wins may rattle Nio investors momentarily, the Chinese automaker is a long-term growth story and looks like one of the&nbsp;most promising EV stocks right now to buy on a dip.</p><p><blockquote>因此，尽管特斯拉的胜利可能会暂时让蔚来投资者感到不安，但这家中国汽车制造商是一个长期增长的故事，看起来是目前最有前途的逢低买入电动汽车股票之一。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/10/27/nio-stock-dropped-wednesday-is-this-an-opportunity/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2021/10/27/nio-stock-dropped-wednesday-is-this-an-opportunity/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132883630","content_text":"What happened\nAfter kicking off Wednesday on a positive note and popping by 2% in early morning trading,electric vehicle stock Nio(NYSE:NIO) shed all of those gains and then some. At the close of the session, Nio shares were down by 2.9%.\nIt seems investors are weighing the impact of rising competition on the Chinese automaker's prospects and finding it worrisome.\nSo what\nNio's chief rival Tesla(NASDAQ:TSLA)is firing on all cylinders. After Tesla bagged an order for 100,000 electric vehicles from rental company Hertz earlier this week,it was back in the news again Wednesday after Hertz struck a deal with Uber Technologies to rent it 50,000 Tesla EVs. Although that development built on Hertz's previous order, it reflects the massive potential of the EV industry and the unmistakable traction that Tesla has already gained within it. It's also racing ahead in Nio's core market of China.\nIMAGE SOURCE: GETTY IMAGES.\nOn Wednesday morning,General Motors(NYSE:GM) CEO Mary Barra told CNBC that the auto giant could \"absolutely\" catch up with Tesla on EV sales by 2025. In June, GM announced an ambitious goal of selling more than 1 million EVs worldwide by 2025, backed by investments worth $35 billion in EVs and autonomous vehicles over that period.\nNow what\nEVs are a hot market right now, and this is just the start. It's therefore unsurprising to see competition intensifying as nearly every automaker strives to get a piece of a market segment with exponential growth potential.\nDoes that mean Nio will be edged out? I don't think so.\nIn a short span of time, Nio has established itself as one of the top luxury car makers in China. It delivered more vehicles last quarter than it ever had before, recently began selling in Europe, and is set to launch its first electric luxury sedan, the ET7, in China as well as Norway in 2022 even as it prepares a blueprint for low-priced models to target the mass market in China. Nio's battery-as-a-service program also gives it an edge over rivals, especially among cost-conscious consumers.\nSo while Tesla's wins may rattle Nio investors momentarily, the Chinese automaker is a long-term growth story and looks like one of the most promising EV stocks right now to buy on a dip.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":4758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852054413,"gmtCreate":1635227096726,"gmtModify":1635227097356,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"So cheap? Only $1k??","listText":"So cheap? Only $1k??","text":"So cheap? Only $1k??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852054413","repostId":"2178471618","repostType":2,"isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852086795,"gmtCreate":1635223057942,"gmtModify":1635223106898,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"Effects from TSLA?","listText":"Effects from TSLA?","text":"Effects from TSLA?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852086795","repostId":"1112296785","repostType":4,"repost":{"id":"1112296785","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635211413,"share":"https://www.laohunote.com/m/news/1112296785?lang=zh_CN&edition=full","pubTime":"2021-10-26 09:23","market":"us","language":"en","title":"EV stocks open higher sharply in Hong Kong<blockquote>香港电动汽车股大幅开盘走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112296785","media":"Tiger Newspress","summary":"EV stocks open higher sharply in Hong Kong.Xpeng Motors,Li Auto,BYD&nbsp;and&nbsp;Geely&nbsp;climb between 2% and 7%.","content":"<p>EV stocks open higher sharply in Hong Kong.Xpeng Motors,Li Auto,BYD&nbsp;and&nbsp;Geely&nbsp;climb between 2% and 7%.</p><p><blockquote>香港电动汽车股大幅开盘走高。小鹏汽车、理想汽车、比亚迪和吉利股价上涨2%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/43a43cdb6f33e27a9371be6158ac005d\" tg-width=\"406\" tg-height=\"241\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks open higher sharply in Hong Kong<blockquote>香港电动汽车股大幅开盘走高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks open higher sharply in Hong Kong<blockquote>香港电动汽车股大幅开盘走高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-26 09:23</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks open higher sharply in Hong Kong.Xpeng Motors,Li Auto,BYD&nbsp;and&nbsp;Geely&nbsp;climb between 2% and 7%.</p><p><blockquote>香港电动汽车股大幅开盘走高。小鹏汽车、理想汽车、比亚迪和吉利股价上涨2%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/43a43cdb6f33e27a9371be6158ac005d\" tg-width=\"406\" tg-height=\"241\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00175":"吉利汽车","01211":"比亚迪股份","09868":"小鹏集团-W","02015":"理想汽车-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112296785","content_text":"EV stocks open higher sharply in Hong Kong.Xpeng Motors,Li Auto,BYD and Geely climb between 2% and 7%.","news_type":1,"symbols_score_info":{"00175":0.9,"02015":0.9,"01211":0.9,"09868":0.9}},"isVote":1,"tweetType":1,"viewCount":1274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858297912,"gmtCreate":1635054176695,"gmtModify":1635054177346,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ENPH\">$Enphase Energy(ENPH)$</a>Looks like clean energy play is back","listText":"<a href=\"https://laohu8.com/S/ENPH\">$Enphase Energy(ENPH)$</a>Looks like clean energy play is back","text":"$Enphase Energy(ENPH)$Looks like clean energy play is back","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858297912","isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851612745,"gmtCreate":1634902561362,"gmtModify":1634902561919,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"Waiting for NVAX to rebound and 🚀&nbsp;","listText":"Waiting for NVAX to rebound and 🚀&nbsp;","text":"Waiting for NVAX to rebound and 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/851612745","repostId":"2177978504","repostType":2,"isVote":1,"tweetType":1,"viewCount":1152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851612833,"gmtCreate":1634902454777,"gmtModify":1634902480740,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"Please buy more&nbsp;","listText":"Please buy more&nbsp;","text":"Please buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851612833","repostId":"2177663497","repostType":2,"isVote":1,"tweetType":1,"viewCount":1202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853501532,"gmtCreate":1634821600479,"gmtModify":1634821601059,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"Is this consider a piece of good news for NVAX?&nbsp;","listText":"Is this consider a piece of good news for NVAX?&nbsp;","text":"Is this consider a piece of good news for NVAX?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853501532","repostId":"2177046847","repostType":2,"isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853286198,"gmtCreate":1634814614834,"gmtModify":1634814615395,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"Please rocket past $88 which is the long time resistance&nbsp;","listText":"Please rocket past $88 which is the long time resistance&nbsp;","text":"Please rocket past $88 which is the long time resistance","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853286198","repostId":"2177943408","repostType":4,"isVote":1,"tweetType":1,"viewCount":1246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824300772,"gmtCreate":1634275419832,"gmtModify":1634275420026,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"Will it sustain?","listText":"Will it sustain?","text":"Will it sustain?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/824300772","repostId":"1129314610","repostType":4,"repost":{"id":"1129314610","kind":"news","pubTimestamp":1634253682,"share":"https://www.laohunote.com/m/news/1129314610?lang=zh_CN&edition=full","pubTime":"2021-10-15 07:21","market":"us","language":"en","title":"S&P 500 surges, biggest daily percentage rise since March on earnings, data<blockquote>标普500股价飙升，盈利和数据显示，这是自 3 月份以来最大的每日百分比涨幅</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129314610","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 jumped on Thursday, its biggest daily percentage advance since earl","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 jumped on Thursday, its biggest daily percentage advance since early March, as companies including <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> and <a href=\"https://laohu8.com/S/UNH\">UnitedHealth</a> climbed following strong results, while data on the labor market and inflation soothed fears over the outlook for higher rates.</p><p><blockquote>纽约（路透社） - 标普500周四上涨，创 3 月初以来最大单日百分比涨幅，原因是包括<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/UNH\">联合健康</a>业绩强劲后攀升，而劳动力市场和通胀数据缓解了人们对加息前景的担忧。</blockquote></p><p> The technology sector jumped 2.3%, giving the S&amp;P 500 its biggest boost, with shares of <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp and <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc rising.</p><p><blockquote>科技板块上涨 2.3%，标普500涨幅最大，股价为<a href=\"https://laohu8.com/S/MSFT\">微软</a>公司和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司崛起。</blockquote></p><p> Shares of <a href=\"https://laohu8.com/S/C\">Citigroup</a>, $Bank of America Corp(BAC-N)$ and <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> also gained after they topped quarterly earnings estimates. The rebounding economy allowed them to release more cash they had set aside for pandemic losses, while sizzling deals, equity financing and trading added to profits. The S&amp;P bank index jumped 1.5%.</p><p><blockquote>股份<a href=\"https://laohu8.com/S/C\">花旗集团</a>, $美国银行公司(BAC-N)$ 和<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>在超出季度盈利预期后也有所上涨。反弹的经济使他们能够释放更多为疫情损失预留的现金，而火爆的交易、股权融资和交易增加了利润。标准普尔银行指数上涨1.5%。</blockquote></p><p> Also, UnitedHealth Group Inc climbed 4.2% after the health insurer reported results and raised its full-year adjusted profit forecast on strength from its Optum unit that manages drug benefits.</p><p><blockquote>此外，联合健康集团 (UnitedHealth Group Inc) 公布业绩后，该健康保险公司股价上涨 4.2%，并因其管理药品福利的 Optum 部门的实力提高了全年调整后利润预测。</blockquote></p><p> Adding to optimism, data showed the number of Americans filing new claims for unemployment benefits last week fell close to a 19-month low, and a separate report showed producer prices eased in September.</p><p><blockquote>数据显示，上周申请新失业救济的美国人人数降至接近 19 个月低点，另一份报告显示 9 月份生产者价格有所下降，这增加了乐观情绪。</blockquote></p><p> Data from recent inflation reports suggested COVID-driven price increases may have peaked. Still, Federal Reserve policymakers remain divided over inflation and what to do about it.</p><p><blockquote>最近的通胀报告数据表明，新冠疫情驱动的价格上涨可能已经见顶。尽管如此，美联储政策制定者在通货膨胀以及应对通货膨胀的措施上仍然存在分歧。</blockquote></p><p> “Some of the things that worried the market in September, and even last week, as far as the inflation aspect and higher interest rates and the Delta variant, maybe have lessened,” said Alan Lancz, president, Alan B. Lancz &amp; Associates Inc., an investment advisory firm, based in Toledo, Ohio.</p><p><blockquote>“总部位于俄亥俄州托莱多的投资咨询公司 Alan B. Lancz &amp; Associates Inc. Alan B. Lancz &amp; Associates Inc. 总裁艾伦-兰茨（Alan Lancz）说：”9 月份甚至上周令市场担忧的一些事情，比如通胀、利率上升和德尔塔变异毒株，可能已经有所缓解。</blockquote></p><p> “Not that it’s all over, but on a temporary scale at least, you can make a case for it trending in the right direction.”</p><p><blockquote>“这并不是说一切都结束了，但至少在暂时范围内，你可以证明它正朝着正确的方向发展。”</blockquote></p><p> The Dow Jones Industrial Average rose 534.75 points, or 1.56%, to 34,912.56, the S&amp;P 500 gained 74.46 points, or 1.71%, to 4,438.26 and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite added 251.8 points, or 1.73%, to 14,823.43.</p><p><blockquote>道琼斯工业平均指数上涨 534.75 点，或 1.56%，至 34,912.56 点；标普500指数上涨 74.46 点，或 1.71%，至 4,438.26 点；<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>综合指数上涨 251.8 点，即 1.73%，至 14,823.43 点。</blockquote></p><p> While the S&amp;P 500 registered its biggest daily percentage gain since March 5, the Nasdaq notched its biggest since May 20 and the Dow its biggest since July 20.</p><p><blockquote>标普500指数录得自 3 月 5 日以来的最大单日百分比涨幅，纳斯达克指数录得自 5 月 20 日以来的最大单日百分比涨幅，道琼斯指数录得自 7 月 20 日以来的最大单日百分比涨幅。</blockquote></p><p> Gains were broad-based, with all but <a href=\"https://laohu8.com/S/AONE.U\">one</a> S&amp;P 500 sector rising more than 1%.</p><p><blockquote>收益是广泛的，除了<a href=\"https://laohu8.com/S/AONE.U\">一</a>标普500板块上涨超过1%。</blockquote></p><p> Shares of Moderna Inc ended up 3.2% after a panel of expert advisers to the U.S. Food and Drug Administration voted to recommend booster shots of its COVID-19 vaccine for Americans aged 65 and older and those at high risk of severe illness.</p><p><blockquote>在专家顾问小组访问美国后，Moderna Inc. 的股价收盘上涨 3.2%。美国食品和药物管理局投票建议 65 岁及以上的美国人以及患有严重疾病的高风险人群加强注射 COVID-19 疫苗。</blockquote></p><p> <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc jumped 7.4% after the drugstore chain reported fourth-quarter revenue and adjusted profit above estimates and forecast growth of 11% to 13% in the long term.</p><p><blockquote><a href=\"https://laohu8.com/S/WBA\">沃尔格林博姿联盟</a>该连锁药店公布第四季度收入并调整后利润高于预期，并预测长期增长 11% 至 13%，股价上涨 7.4%。</blockquote></p><p> U.S. companies are expected to report strong profit growth for the third quarter, but investors have been keen to hear what they say about rising costs, labor shortages and supply problems.</p><p><blockquote>美国公司预计第三季度利润将强劲增长，但投资者一直渴望听到他们对成本上升、劳动力短缺和供应问题的看法。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 3.58-to-1 ratio; on Nasdaq, a 1.97-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨发行量超过下跌发行量，比例为 3.58 比 1；在纳斯达克，1.97比1的比率有利于进步人士。</blockquote></p><p> The S&amp;P 500 posted 32 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 46 new lows.</p><p><blockquote>标普500创下32个52周新高，没有新低；纳斯达克综合指数创下82个新高和46个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.26 billion shares, compared with the 10.8 billion average for the full session over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为 92.6 亿股，而过去 20 个交易日整个交易日的平均成交量为 108 亿股。</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>S&P 500 surges, biggest daily percentage rise since March on earnings, data<blockquote>标普500股价飙升，盈利和数据显示，这是自 3 月份以来最大的每日百分比涨幅</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 surges, biggest daily percentage rise since March on earnings, data<blockquote>标普500股价飙升，盈利和数据显示，这是自 3 月份以来最大的每日百分比涨幅</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-10-15 07:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&amp;P 500 jumped on Thursday, its biggest daily percentage advance since early March, as companies including <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> and <a href=\"https://laohu8.com/S/UNH\">UnitedHealth</a> climbed following strong results, while data on the labor market and inflation soothed fears over the outlook for higher rates.</p><p><blockquote>纽约（路透社） - 标普500周四上涨，创 3 月初以来最大单日百分比涨幅，原因是包括<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/UNH\">联合健康</a>业绩强劲后攀升，而劳动力市场和通胀数据缓解了人们对加息前景的担忧。</blockquote></p><p> The technology sector jumped 2.3%, giving the S&amp;P 500 its biggest boost, with shares of <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp and <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc rising.</p><p><blockquote>科技板块上涨 2.3%，标普500涨幅最大，股价为<a href=\"https://laohu8.com/S/MSFT\">微软</a>公司和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司崛起。</blockquote></p><p> Shares of <a href=\"https://laohu8.com/S/C\">Citigroup</a>, $Bank of America Corp(BAC-N)$ and <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> also gained after they topped quarterly earnings estimates. The rebounding economy allowed them to release more cash they had set aside for pandemic losses, while sizzling deals, equity financing and trading added to profits. The S&amp;P bank index jumped 1.5%.</p><p><blockquote>股份<a href=\"https://laohu8.com/S/C\">花旗集团</a>, $美国银行公司(BAC-N)$ 和<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>在超出季度盈利预期后也有所上涨。反弹的经济使他们能够释放更多为疫情损失预留的现金，而火爆的交易、股权融资和交易增加了利润。标准普尔银行指数上涨1.5%。</blockquote></p><p> Also, UnitedHealth Group Inc climbed 4.2% after the health insurer reported results and raised its full-year adjusted profit forecast on strength from its Optum unit that manages drug benefits.</p><p><blockquote>此外，联合健康集团 (UnitedHealth Group Inc) 公布业绩后，该健康保险公司股价上涨 4.2%，并因其管理药品福利的 Optum 部门的实力提高了全年调整后利润预测。</blockquote></p><p> Adding to optimism, data showed the number of Americans filing new claims for unemployment benefits last week fell close to a 19-month low, and a separate report showed producer prices eased in September.</p><p><blockquote>数据显示，上周申请新失业救济的美国人人数降至接近 19 个月低点，另一份报告显示 9 月份生产者价格有所下降，这增加了乐观情绪。</blockquote></p><p> Data from recent inflation reports suggested COVID-driven price increases may have peaked. Still, Federal Reserve policymakers remain divided over inflation and what to do about it.</p><p><blockquote>最近的通胀报告数据表明，新冠疫情驱动的价格上涨可能已经见顶。尽管如此，美联储政策制定者在通货膨胀以及应对通货膨胀的措施上仍然存在分歧。</blockquote></p><p> “Some of the things that worried the market in September, and even last week, as far as the inflation aspect and higher interest rates and the Delta variant, maybe have lessened,” said Alan Lancz, president, Alan B. Lancz &amp; Associates Inc., an investment advisory firm, based in Toledo, Ohio.</p><p><blockquote>“总部位于俄亥俄州托莱多的投资咨询公司 Alan B. Lancz &amp; Associates Inc. Alan B. Lancz &amp; Associates Inc. 总裁艾伦-兰茨（Alan Lancz）说：”9 月份甚至上周令市场担忧的一些事情，比如通胀、利率上升和德尔塔变异毒株，可能已经有所缓解。</blockquote></p><p> “Not that it’s all over, but on a temporary scale at least, you can make a case for it trending in the right direction.”</p><p><blockquote>“这并不是说一切都结束了，但至少在暂时范围内，你可以证明它正朝着正确的方向发展。”</blockquote></p><p> The Dow Jones Industrial Average rose 534.75 points, or 1.56%, to 34,912.56, the S&amp;P 500 gained 74.46 points, or 1.71%, to 4,438.26 and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite added 251.8 points, or 1.73%, to 14,823.43.</p><p><blockquote>道琼斯工业平均指数上涨 534.75 点，或 1.56%，至 34,912.56 点；标普500指数上涨 74.46 点，或 1.71%，至 4,438.26 点；<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>综合指数上涨 251.8 点，即 1.73%，至 14,823.43 点。</blockquote></p><p> While the S&amp;P 500 registered its biggest daily percentage gain since March 5, the Nasdaq notched its biggest since May 20 and the Dow its biggest since July 20.</p><p><blockquote>标普500指数录得自 3 月 5 日以来的最大单日百分比涨幅，纳斯达克指数录得自 5 月 20 日以来的最大单日百分比涨幅，道琼斯指数录得自 7 月 20 日以来的最大单日百分比涨幅。</blockquote></p><p> Gains were broad-based, with all but <a href=\"https://laohu8.com/S/AONE.U\">one</a> S&amp;P 500 sector rising more than 1%.</p><p><blockquote>收益是广泛的，除了<a href=\"https://laohu8.com/S/AONE.U\">一</a>标普500板块上涨超过1%。</blockquote></p><p> Shares of Moderna Inc ended up 3.2% after a panel of expert advisers to the U.S. Food and Drug Administration voted to recommend booster shots of its COVID-19 vaccine for Americans aged 65 and older and those at high risk of severe illness.</p><p><blockquote>在专家顾问小组访问美国后，Moderna Inc. 的股价收盘上涨 3.2%。美国食品和药物管理局投票建议 65 岁及以上的美国人以及患有严重疾病的高风险人群加强注射 COVID-19 疫苗。</blockquote></p><p> <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc jumped 7.4% after the drugstore chain reported fourth-quarter revenue and adjusted profit above estimates and forecast growth of 11% to 13% in the long term.</p><p><blockquote><a href=\"https://laohu8.com/S/WBA\">沃尔格林博姿联盟</a>该连锁药店公布第四季度收入并调整后利润高于预期，并预测长期增长 11% 至 13%，股价上涨 7.4%。</blockquote></p><p> U.S. companies are expected to report strong profit growth for the third quarter, but investors have been keen to hear what they say about rising costs, labor shortages and supply problems.</p><p><blockquote>美国公司预计第三季度利润将强劲增长，但投资者一直渴望听到他们对成本上升、劳动力短缺和供应问题的看法。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 3.58-to-1 ratio; on Nasdaq, a 1.97-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨发行量超过下跌发行量，比例为 3.58 比 1；在纳斯达克，1.97比1的比率有利于进步人士。</blockquote></p><p> The S&amp;P 500 posted 32 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 46 new lows.</p><p><blockquote>标普500创下32个52周新高，没有新低；纳斯达克综合指数创下82个新高和46个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.26 billion shares, compared with the 10.8 billion average for the full session over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为 92.6 亿股，而过去 20 个交易日整个交易日的平均成交量为 108 亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-surges-biggest-daily-percentage-rise-since-march-on-earnings-data-idUSL1N2RA2WC\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF-ProShares",".IXIC":"NASDAQ Composite","SSO":"2倍做多标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares",".SPX":"S&P 500 Index","OEX":"标普100",".DJI":"道琼斯","SH":"做空标普500-Proshares","SPXU":"三倍做空标普500ETF-ProShares","IVV":"标普500ETF-iShares","OEF":"标普100指数ETF-iShares"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-surges-biggest-daily-percentage-rise-since-march-on-earnings-data-idUSL1N2RA2WC","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129314610","content_text":"NEW YORK (Reuters) - The S&P 500 jumped on Thursday, its biggest daily percentage advance since early March, as companies including Morgan Stanley and UnitedHealth climbed following strong results, while data on the labor market and inflation soothed fears over the outlook for higher rates.\nThe technology sector jumped 2.3%, giving the S&P 500 its biggest boost, with shares of Microsoft Corp and Apple Inc rising.\nShares of Citigroup, $Bank of America Corp(BAC-N)$ and Morgan Stanley also gained after they topped quarterly earnings estimates. The rebounding economy allowed them to release more cash they had set aside for pandemic losses, while sizzling deals, equity financing and trading added to profits. The S&P bank index jumped 1.5%.\nAlso, UnitedHealth Group Inc climbed 4.2% after the health insurer reported results and raised its full-year adjusted profit forecast on strength from its Optum unit that manages drug benefits.\nAdding to optimism, data showed the number of Americans filing new claims for unemployment benefits last week fell close to a 19-month low, and a separate report showed producer prices eased in September.\nData from recent inflation reports suggested COVID-driven price increases may have peaked. Still, Federal Reserve policymakers remain divided over inflation and what to do about it.\n“Some of the things that worried the market in September, and even last week, as far as the inflation aspect and higher interest rates and the Delta variant, maybe have lessened,” said Alan Lancz, president, Alan B. Lancz & Associates Inc., an investment advisory firm, based in Toledo, Ohio.\n“Not that it’s all over, but on a temporary scale at least, you can make a case for it trending in the right direction.”\nThe Dow Jones Industrial Average rose 534.75 points, or 1.56%, to 34,912.56, the S&P 500 gained 74.46 points, or 1.71%, to 4,438.26 and the Nasdaq Composite added 251.8 points, or 1.73%, to 14,823.43.\nWhile the S&P 500 registered its biggest daily percentage gain since March 5, the Nasdaq notched its biggest since May 20 and the Dow its biggest since July 20.\nGains were broad-based, with all but one S&P 500 sector rising more than 1%.\nShares of Moderna Inc ended up 3.2% after a panel of expert advisers to the U.S. Food and Drug Administration voted to recommend booster shots of its COVID-19 vaccine for Americans aged 65 and older and those at high risk of severe illness.\nWalgreens Boots Alliance Inc jumped 7.4% after the drugstore chain reported fourth-quarter revenue and adjusted profit above estimates and forecast growth of 11% to 13% in the long term.\nU.S. companies are expected to report strong profit growth for the third quarter, but investors have been keen to hear what they say about rising costs, labor shortages and supply problems.\nAdvancing issues outnumbered declining ones on the NYSE by a 3.58-to-1 ratio; on Nasdaq, a 1.97-to-1 ratio favored advancers.\nThe S&P 500 posted 32 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 46 new lows.\nVolume on U.S. exchanges was 9.26 billion shares, compared with the 10.8 billion average for the full session over the last 20 trading days.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"ESmain":0.9,"OEX":0.9,"SPY":0.9,"SSO":0.9,".DJI":0.9,"SDS":0.9,"UPRO":0.9,".SPX":0.9,".IXIC":0.9,"SH":0.9,"OEF":0.9,"SPXU":0.9,"IVV":0.9}},"isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825213954,"gmtCreate":1634226850802,"gmtModify":1634226851001,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CVAC\">$CureVac B.V.(CVAC)$</a>No news?&nbsp;Short squeeze??","listText":"<a href=\"https://laohu8.com/S/CVAC\">$CureVac B.V.(CVAC)$</a>No news?&nbsp;Short squeeze??","text":"$CureVac B.V.(CVAC)$No news? Short squeeze??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825213954","isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822786411,"gmtCreate":1634171656978,"gmtModify":1634171657125,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"Trade with caution&nbsp;","listText":"Trade with caution&nbsp;","text":"Trade with caution","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822786411","repostId":"2175164396","repostType":4,"repost":{"id":"2175164396","kind":"news","pubTimestamp":1634166327,"share":"https://www.laohunote.com/m/news/2175164396?lang=zh_CN&edition=full","pubTime":"2021-10-14 07:05","market":"us","language":"en","title":"S&P 500, Nasdaq rise with growth stocks; JPMorgan a drag<blockquote>标普500、纳斯达克成长型股票上涨；摩根大通拖累</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2175164396","media":"The Straits Times","summary":"NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shar","content":"<p><div> NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank...</p><p><blockquote><div>纽约（路透社）-标普500和纳斯达克周三（10月13日）收高，受亚马逊和微软等大型成长型公司股票上涨的带动，但摩根大通的股票与其他银行一起下跌……</div></blockquote></p><p>  <a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">网页链接</a>  </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">网页连接</a></blockquote></p><p></p>","source":"straits_highlight","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>S&P 500, Nasdaq rise with growth stocks; JPMorgan a drag<blockquote>标普500、纳斯达克成长型股票上涨；摩根大通拖累</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500, Nasdaq rise with growth stocks; JPMorgan a drag<blockquote>标普500、纳斯达克成长型股票上涨；摩根大通拖累</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Straits Times</strong><span class=\"h-time small\">2021-10-14 07:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank...</p><p><blockquote><div>纽约（路透社）-标普500和纳斯达克周三（10月13日）收高，受亚马逊和微软等大型成长型公司股票上涨的带动，但摩根大通的股票与其他银行一起下跌……</div></blockquote></p><p>  <a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">网页链接</a>  </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">The Straits Times</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":{"161125":"标普500","513500":"标普500ETF博时","JPM":"摩根大通","IVV":"标普500ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","OEF":"标普100指数ETF-iShares","UPRO":"三倍做多标普500ETF-ProShares","SH":"做空标普500-Proshares","SPY":"标普500ETF","SPXU":"三倍做空标普500ETF-ProShares",".SPX":"S&P 500 Index","OEX":"标普100","SSO":"2倍做多标普500ETF-ProShares"},"source_url":"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175164396","content_text":"NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank shares and weighed on the market.\nThe S&P 500 briefly added to gains following the release of minutes from the September Federal Reserve policy meeting.\nUS central bankers signalled they could start reducing crisis-era support for the economy in mid-November, though they remained divided over how much of a threat high inflation poses and how soon they may need to raise interest rates, the minutes showed.\nEarlier, a Labour Department report showed consumer prices increased solidly in September, further strengthening the case for a Fed interest-rate hike.\nShares of JPMorgan Chase & Co fell 2.6% even though JPMorgan's third-quarter earnings beat expectations, helped by global dealmaking boom and release of more loan loss reserves.\nThe stock declined along with the other bank shares and was among the biggest drags on the S&P 500 and Dow, which ended flat.\nThe S&P 500 bank index was down 1.3%, with longer-dated Treasury yields down on the day. The day's corporate results kicked off third-quarter earnings for S&P 500 companies.\n\"My hope is that as we work our way through earnings season, that the forward-looking guidance will be good enough that we'll close the year higher. But right now the market is in a show-me phase,\" said Jim Awad, senior managing director at Clearstead Advisors LLC in New York.\nMega-caps growth names including Amazon.com Inc, Google-parent Alphabet and Microsoft Corp all rose.\nThe Dow Jones Industrial Average fell 0.53 points to 34,377.81, the S&P 500 gained 13.15 points, or 0.30%, to 4,363.8 and the Nasdaq Composite added 105.71 points, or 0.73%, to 14,571.64.\nBlackRock Inc gained 3.8% after the world's largest money manager beat quarterly profit estimates as an improving economy helped boost its assets under management, driving up fee income.\nAlso in earnings, Delta Air Lines fell 5.8% after the company reported its first quarterly profit without federal aid since the coronavirus pandemic, but warned of a pre-tax loss for the fourth quarter due to a sharp rise in fuel prices.\nAnalysts expect corporate America to report strong profit growth in the third quarter but investor worries have been mounting over how supply chain problems, labour shortages and higher energy prices might affect businesses emerging from the pandemic.\nBank of America, Citigroup, Wells Fargo and Morgan Stanley will report results on Thursday, while Goldman Sachs is due to report on Friday.\nAmong other movers, Apple Inc dipped 0.4% after a report said the iPhone marker was planning to cut production of its iPhone 13.0 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.73-to-1 ratio; on Nasdaq, a 1.39-to-1 ratio favored advancers.\nThe S&P 500 posted 8 new 52-week highs and 9 new lows; the Nasdaq Composite recorded 47 new highs and 56 new lows.\nVolume on U.S. exchanges was 9.31 billion shares, compared with the 10.8 billion average for the full session over the last 20 trading days.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"JPM":0.9,"IVV":0.9,"SSO":0.9,".SPX":0.9,"OEX":0.9,"SPY":0.9,"UPRO":0.9,"NQmain":0.9,"ESmain":0.9,"SDS":0.9,"OEF":0.9,"SH":0.9,"SPXU":0.9}},"isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":894111854,"gmtCreate":1628811189878,"gmtModify":1633689369320,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"Everyday I’m asking myself, how high can it continue?","listText":"Everyday I’m asking myself, how high can it continue?","text":"Everyday I’m asking myself, how high can it continue?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/894111854","repostId":"1180393666","repostType":4,"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836408337,"gmtCreate":1629511539629,"gmtModify":1631892522233,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"It tells historians that bulls can run very longdistance.&nbsp;","listText":"It tells historians that bulls can run very longdistance.&nbsp;","text":"It tells historians that bulls can run very longdistance.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/836408337","repostId":"2161745814","repostType":4,"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801259590,"gmtCreate":1627519917810,"gmtModify":1633764215232,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"I am sure the “dip buying army” already&nbsp;see this coming a few months back. Plan the trade and execute as planned.&nbsp;","listText":"I am sure the “dip buying army” already&nbsp;see this coming a few months back. Plan the trade and execute as planned.&nbsp;","text":"I am sure the “dip buying army” already see this coming a few months back. Plan the trade and execute as planned.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/801259590","repostId":"2155027927","repostType":4,"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881864638,"gmtCreate":1631324635524,"gmtModify":1631890832909,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"Beaten down and hopefully can get up soon…","listText":"Beaten down and hopefully can get up soon…","text":"Beaten down and hopefully can get up soon…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/881864638","repostId":"2166375838","repostType":4,"isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802544066,"gmtCreate":1627791203255,"gmtModify":1633756337159,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"How about the Chinese stocks that were already&nbsp;hammered? They were&nbsp;hammered in July. Does this mean they will continue to get hammered more in August?&nbsp;","listText":"How about the Chinese stocks that were already&nbsp;hammered? They were&nbsp;hammered in July. Does this mean they will continue to get hammered more in August?&nbsp;","text":"How about the Chinese stocks that were already hammered? They were hammered in July. Does this mean they will continue to get hammered more in August?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/802544066","repostId":"1142925544","repostType":4,"repost":{"id":"1142925544","kind":"news","pubTimestamp":1627787240,"share":"https://www.laohunote.com/m/news/1142925544?lang=zh_CN&edition=full","pubTime":"2021-08-01 11:07","market":"us","language":"en","title":"Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year<blockquote>投资者小心!股市正在进入一年中最危险的时期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142925544","media":"Barron's","summary":"“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970","content":"<p>“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of droughts, wildfires, or Covid-19 surges that are unfortunate features of the steamy season this year.</p><p><blockquote>“是的，现在是夏天，我一年中的季节”，乐队高唱着 20 世纪 70 年代的金色老歌《夏天》，回忆起在海滩或烧烤旁的美好时光。当时没有必要提醒任何人干旱、野火或新冠肺炎激增，这些都是今年潮湿季节的不幸特征。</blockquote></p><p> But the coming of August also means entering what historically has been the most treacherous stretch of the year for stocks, according to data going back to 1928 compiled by Bank of America analyst Stephen Suttmeier. He finds that theS&amp;P 500index had a negative return averaging 0.03% in August, September, and October—the worst three-month span of the year for the big-cap benchmark. In fact, they constitute the only three-month period that averages in the red.</p><p><blockquote>但根据美国银行分析师斯蒂芬·萨特迈尔 (Stephen Suttmeier) 编制的 1928 年数据，8 月的到来也意味着股市进入了历史上一年中最危险的时期。他发现，标准普尔 500 指数在 8 月、9 月和 10 月的平均回报率为 0.03%，这是该大型股基准指数一年中最糟糕的三个月。事实上，它们是唯一平均亏损的三个月时期。</blockquote></p><p> August actually is bracketed by the best and worst months of the year, he adds in a research note. July averages a 1.58% return on the S&amp;P 500, with positive results 59.1% of the time, while September averages a negative 1.03%, ending in the plus column less than half of the time, or 45%.</p><p><blockquote>他在一份研究报告中补充道，八月实际上是一年中最好和最差的月份。7 月份标普500的平均回报率为 1.58%，其中 59.1% 的时间为正面结果，而 9 月份的平均回报率为负 1.03%，不到一半的时间（即 45%）以正面结果结束。</blockquote></p><p> This July did even better than the norm, with the S&amp;P 500 gaining 2.27%. It also was the sixth consecutive up month for the index—the longest positive streak since September 2018, according to Dow Jones’ statistical mavens. During that period, its cumulative advance was 18.34%.</p><p><blockquote>今年7月的表现甚至好于正常水平，标普500上涨了2.27%。据道琼斯统计专家称，这也是该指数连续第六个月上涨，是自 2018 年 9 月以来最长的连涨。在此期间，其累计上涨18.34%。</blockquote></p><p> August’s record is in between, with an average 0.70% S&amp;P 500 return and positive results 58.1% of the time, marking a transition from the “summer rip” to the “fall dip.”</p><p><blockquote>8 月份的记录介于两者之间，平均标普500回报率为 0.70%，阳性结果率为 58.1%，标志着从 “夏季撕裂 ”到 “秋季下跌 ”的过渡。</blockquote></p><p> Not surprisingly, the laggard returns of the August-October period are accompanied by an uptick in volatility, Suttmeier finds. Based on records going back to 1992, theCboe Volatility Index,or VIX, has often seen spikes during those months, following relatively subdued volatility in the April-July period.</p><p><blockquote>Suttmeier 发现，毫不奇怪，8 月至 10 月期间的滞后回报伴随着波动性的上升。根据 1992 年的记录，继 4 月至 7 月期间波动性相对较低之后，ECBOE 波动率指数 (VIX) 在那几个月经常出现飙升。</blockquote></p><p> Past isn’t necessarily prologue, but if it is, the timing of the initial public offering byRobinhood Markets(ticker: HOOD) might prove propitious, if the stock market does have its typical seasonal rough patch. The online broker, whose putative mission is to open investing to novices supposedly ignored by established outfits, sold 55 million shares at $38 on Thursday. In the process, it provided a valuable lesson to all those who got in on the IPO: Buy low and sell high.</p><p><blockquote>过去不一定是序幕，但如果是序幕，那么如果股市确实经历了典型的季节性动荡时期，Robinhood Markets（股票代码：HOOD）首次公开募股的时机可能会被证明是有利的。这家在线经纪商的假定使命是向被老牌机构忽视的新手开放投资，周四以 38 美元的价格出售了 5500 万股股票。在这个过程中，它给所有进入IPO的人提供了宝贵的一课：低买高卖。</blockquote></p><p> The company evidently fulfilled the latter imperative, selling its shares high, even though they were priced at the low end of the expected $38-$42 range. Their price sank 8.4% on their first day of trading, although they recouped a bit on Friday. By week’s end, buyers of Robinhood’s IPO who held were down 7.5%.</p><p><blockquote>该公司显然满足了后一个要求，高价出售其股票，尽管它们的定价处于预期的 38-42 美元范围的低端。他们的价格在第一天交易中下跌了8.4%，尽管他们在周五有所回升。截至周末，持有 Robinhood IPO 的买家下跌了 7.5%。</blockquote></p><p> Among those who sold high were the company’s co-founders, CEO Vladimir Tenev and Chief Creative Officer Baiju Bhatt, who each offloaded 1.25 million shares in the IPO. As my illustrious predecessor, Alan Abelson, liked to observe, there are many good reasons to sell a stock, but expecting it to go up isn’t one of them. That has never been more true, given the ability of rich owners to monetize their assets by borrowing against them cheaply, and without incurring capital-gains taxes.</p><p><blockquote>公司联合创始人、首席执行官弗拉基米尔-特涅夫（Vladimir Tenev）和首席创意官拜朱-巴特（Baiju Bhatt）都在高价抛售，他们在首次公开募股中分别抛售了 125 万股股票。正如我杰出的前任艾伦-阿贝尔森（Alan Abelson）喜欢指出的那样，卖出股票有很多很好的理由，但预期股价上涨并不是其中之一。鉴于富裕的所有者有能力通过廉价借款来将其资产货币化，而且无需缴纳资本利得税，这一点从未如此真实。</blockquote></p><p> To be sure, Tenev and Bhatt still have significant stakes in Robinhood. Asour colleague Avi Salzman reported, these were worth $2.5 billion at the initial offering price, and Tenev and Bhatt retain voting control. The two also could receive awards of shares worth as much as $6.7 billion for Tenev and $4 billion for Bhatt, if the stock hits $300, or nearly the proverbial ten-bagger from here.</p><p><blockquote>可以肯定的是，Tenev 和 Bhatt 仍然持有 Robinhood 的重大股份。Asour 的同事 Avi Salzman 报道称，这些股票按首次发行价计算价值 25 亿美元，Tenev 和 Bhatt 保留投票控制权。如果股价达到 300 美元，两人还可以获得 Tenev 价值高达 67 亿美元的股票奖励，Bhatt 价值高达 40 亿美元的股票奖励，或者接近众所周知的十袋大亨。</blockquote></p><p> But in a blow against income inequality, the potential billionaire pair took symbolic pay cuts, to $34,248, the average annual wage of American workers. As the comedian Yakov Smirnoff likes to say, “What a country!”</p><p><blockquote>但为了打击收入不平等，这对潜在的亿万富翁夫妇象征性地减薪，美国工人的平均年薪降至 34,248 美元。正如喜剧演员雅科夫-斯米尔诺夫（Yakov Smirnoff）喜欢说的那样：“多么美好的国家啊!”</blockquote></p><p> How those workers are faring will be a subject of the monthly employment report slated for release this coming Friday.</p><p><blockquote>这些工人的情况将是定于本周五发布的月度就业报告的主题。</blockquote></p><p> Economists’ forecasts for nonfarm payrolls center around a gain of 900,000. Jefferies economists Aneta Markowska and Thomas Simons estimate that the increase could top the long-anticipated one million mark; they forecast 1.2 million.</p><p><blockquote>经济学家对非农就业人数的预测集中在增加 90 万人左右。Jefferies 经济学家 Aneta Markowska 和 Thomas Simons 估计，这一增幅可能会超过人们期待已久的 100 万大关；他们预测120万。</blockquote></p><p> Markowska and Simons think the expiration of supplemental unemployment benefits in some states will boost the labor supply, although that is a matter of significant debate. (For more on the jobs market, seethis week’s cover story.)</p><p><blockquote>Markowska和Simons认为，一些州补充失业救济金的到期将增加劳动力供应，尽管这是一个有争议的问题。(有关就业市场的更多信息，请参阅本周的封面故事）。</blockquote></p><p></p>","source":"lsy1610680873436","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>Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year<blockquote>投资者小心!股市正在进入一年中最危险的时期</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\">\nInvestors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year<blockquote>投资者小心!股市正在进入一年中最危险的时期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-08-01 11:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of droughts, wildfires, or Covid-19 surges that are unfortunate features of the steamy season this year.</p><p><blockquote>“是的，现在是夏天，我一年中的季节”，乐队高唱着 20 世纪 70 年代的金色老歌《夏天》，回忆起在海滩或烧烤旁的美好时光。当时没有必要提醒任何人干旱、野火或新冠肺炎激增，这些都是今年潮湿季节的不幸特征。</blockquote></p><p> But the coming of August also means entering what historically has been the most treacherous stretch of the year for stocks, according to data going back to 1928 compiled by Bank of America analyst Stephen Suttmeier. He finds that theS&amp;P 500index had a negative return averaging 0.03% in August, September, and October—the worst three-month span of the year for the big-cap benchmark. In fact, they constitute the only three-month period that averages in the red.</p><p><blockquote>但根据美国银行分析师斯蒂芬·萨特迈尔 (Stephen Suttmeier) 编制的 1928 年数据，8 月的到来也意味着股市进入了历史上一年中最危险的时期。他发现，标准普尔 500 指数在 8 月、9 月和 10 月的平均回报率为 0.03%，这是该大型股基准指数一年中最糟糕的三个月。事实上，它们是唯一平均亏损的三个月时期。</blockquote></p><p> August actually is bracketed by the best and worst months of the year, he adds in a research note. July averages a 1.58% return on the S&amp;P 500, with positive results 59.1% of the time, while September averages a negative 1.03%, ending in the plus column less than half of the time, or 45%.</p><p><blockquote>他在一份研究报告中补充道，八月实际上是一年中最好和最差的月份。7 月份标普500的平均回报率为 1.58%，其中 59.1% 的时间为正面结果，而 9 月份的平均回报率为负 1.03%，不到一半的时间（即 45%）以正面结果结束。</blockquote></p><p> This July did even better than the norm, with the S&amp;P 500 gaining 2.27%. It also was the sixth consecutive up month for the index—the longest positive streak since September 2018, according to Dow Jones’ statistical mavens. During that period, its cumulative advance was 18.34%.</p><p><blockquote>今年7月的表现甚至好于正常水平，标普500上涨了2.27%。据道琼斯统计专家称，这也是该指数连续第六个月上涨，是自 2018 年 9 月以来最长的连涨。在此期间，其累计上涨18.34%。</blockquote></p><p> August’s record is in between, with an average 0.70% S&amp;P 500 return and positive results 58.1% of the time, marking a transition from the “summer rip” to the “fall dip.”</p><p><blockquote>8 月份的记录介于两者之间，平均标普500回报率为 0.70%，阳性结果率为 58.1%，标志着从 “夏季撕裂 ”到 “秋季下跌 ”的过渡。</blockquote></p><p> Not surprisingly, the laggard returns of the August-October period are accompanied by an uptick in volatility, Suttmeier finds. Based on records going back to 1992, theCboe Volatility Index,or VIX, has often seen spikes during those months, following relatively subdued volatility in the April-July period.</p><p><blockquote>Suttmeier 发现，毫不奇怪，8 月至 10 月期间的滞后回报伴随着波动性的上升。根据 1992 年的记录，继 4 月至 7 月期间波动性相对较低之后，ECBOE 波动率指数 (VIX) 在那几个月经常出现飙升。</blockquote></p><p> Past isn’t necessarily prologue, but if it is, the timing of the initial public offering byRobinhood Markets(ticker: HOOD) might prove propitious, if the stock market does have its typical seasonal rough patch. The online broker, whose putative mission is to open investing to novices supposedly ignored by established outfits, sold 55 million shares at $38 on Thursday. In the process, it provided a valuable lesson to all those who got in on the IPO: Buy low and sell high.</p><p><blockquote>过去不一定是序幕，但如果是序幕，那么如果股市确实经历了典型的季节性动荡时期，Robinhood Markets（股票代码：HOOD）首次公开募股的时机可能会被证明是有利的。这家在线经纪商的假定使命是向被老牌机构忽视的新手开放投资，周四以 38 美元的价格出售了 5500 万股股票。在这个过程中，它给所有进入IPO的人提供了宝贵的一课：低买高卖。</blockquote></p><p> The company evidently fulfilled the latter imperative, selling its shares high, even though they were priced at the low end of the expected $38-$42 range. Their price sank 8.4% on their first day of trading, although they recouped a bit on Friday. By week’s end, buyers of Robinhood’s IPO who held were down 7.5%.</p><p><blockquote>该公司显然满足了后一个要求，高价出售其股票，尽管它们的定价处于预期的 38-42 美元范围的低端。他们的价格在第一天交易中下跌了8.4%，尽管他们在周五有所回升。截至周末，持有 Robinhood IPO 的买家下跌了 7.5%。</blockquote></p><p> Among those who sold high were the company’s co-founders, CEO Vladimir Tenev and Chief Creative Officer Baiju Bhatt, who each offloaded 1.25 million shares in the IPO. As my illustrious predecessor, Alan Abelson, liked to observe, there are many good reasons to sell a stock, but expecting it to go up isn’t one of them. That has never been more true, given the ability of rich owners to monetize their assets by borrowing against them cheaply, and without incurring capital-gains taxes.</p><p><blockquote>公司联合创始人、首席执行官弗拉基米尔-特涅夫（Vladimir Tenev）和首席创意官拜朱-巴特（Baiju Bhatt）都在高价抛售，他们在首次公开募股中分别抛售了 125 万股股票。正如我杰出的前任艾伦-阿贝尔森（Alan Abelson）喜欢指出的那样，卖出股票有很多很好的理由，但预期股价上涨并不是其中之一。鉴于富裕的所有者有能力通过廉价借款来将其资产货币化，而且无需缴纳资本利得税，这一点从未如此真实。</blockquote></p><p> To be sure, Tenev and Bhatt still have significant stakes in Robinhood. Asour colleague Avi Salzman reported, these were worth $2.5 billion at the initial offering price, and Tenev and Bhatt retain voting control. The two also could receive awards of shares worth as much as $6.7 billion for Tenev and $4 billion for Bhatt, if the stock hits $300, or nearly the proverbial ten-bagger from here.</p><p><blockquote>可以肯定的是，Tenev 和 Bhatt 仍然持有 Robinhood 的重大股份。Asour 的同事 Avi Salzman 报道称，这些股票按首次发行价计算价值 25 亿美元，Tenev 和 Bhatt 保留投票控制权。如果股价达到 300 美元，两人还可以获得 Tenev 价值高达 67 亿美元的股票奖励，Bhatt 价值高达 40 亿美元的股票奖励，或者接近众所周知的十袋大亨。</blockquote></p><p> But in a blow against income inequality, the potential billionaire pair took symbolic pay cuts, to $34,248, the average annual wage of American workers. As the comedian Yakov Smirnoff likes to say, “What a country!”</p><p><blockquote>但为了打击收入不平等，这对潜在的亿万富翁夫妇象征性地减薪，美国工人的平均年薪降至 34,248 美元。正如喜剧演员雅科夫-斯米尔诺夫（Yakov Smirnoff）喜欢说的那样：“多么美好的国家啊!”</blockquote></p><p> How those workers are faring will be a subject of the monthly employment report slated for release this coming Friday.</p><p><blockquote>这些工人的情况将是定于本周五发布的月度就业报告的主题。</blockquote></p><p> Economists’ forecasts for nonfarm payrolls center around a gain of 900,000. Jefferies economists Aneta Markowska and Thomas Simons estimate that the increase could top the long-anticipated one million mark; they forecast 1.2 million.</p><p><blockquote>经济学家对非农就业人数的预测集中在增加 90 万人左右。Jefferies 经济学家 Aneta Markowska 和 Thomas Simons 估计，这一增幅可能会超过人们期待已久的 100 万大关；他们预测120万。</blockquote></p><p> Markowska and Simons think the expiration of supplemental unemployment benefits in some states will boost the labor supply, although that is a matter of significant debate. (For more on the jobs market, seethis week’s cover story.)</p><p><blockquote>Markowska和Simons认为，一些州补充失业救济金的到期将增加劳动力供应，尽管这是一个有争议的问题。(有关就业市场的更多信息，请参阅本周的封面故事）。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?mod=hp_LATEST\">Barron's</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142925544","content_text":"“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of droughts, wildfires, or Covid-19 surges that are unfortunate features of the steamy season this year.\nBut the coming of August also means entering what historically has been the most treacherous stretch of the year for stocks, according to data going back to 1928 compiled by Bank of America analyst Stephen Suttmeier. He finds that theS&P 500index had a negative return averaging 0.03% in August, September, and October—the worst three-month span of the year for the big-cap benchmark. In fact, they constitute the only three-month period that averages in the red.\nAugust actually is bracketed by the best and worst months of the year, he adds in a research note. July averages a 1.58% return on the S&P 500, with positive results 59.1% of the time, while September averages a negative 1.03%, ending in the plus column less than half of the time, or 45%.\nThis July did even better than the norm, with the S&P 500 gaining 2.27%. It also was the sixth consecutive up month for the index—the longest positive streak since September 2018, according to Dow Jones’ statistical mavens. During that period, its cumulative advance was 18.34%.\nAugust’s record is in between, with an average 0.70% S&P 500 return and positive results 58.1% of the time, marking a transition from the “summer rip” to the “fall dip.”\nNot surprisingly, the laggard returns of the August-October period are accompanied by an uptick in volatility, Suttmeier finds. Based on records going back to 1992, theCboe Volatility Index,or VIX, has often seen spikes during those months, following relatively subdued volatility in the April-July period.\nPast isn’t necessarily prologue, but if it is, the timing of the initial public offering byRobinhood Markets(ticker: HOOD) might prove propitious, if the stock market does have its typical seasonal rough patch. The online broker, whose putative mission is to open investing to novices supposedly ignored by established outfits, sold 55 million shares at $38 on Thursday. In the process, it provided a valuable lesson to all those who got in on the IPO: Buy low and sell high.\nThe company evidently fulfilled the latter imperative, selling its shares high, even though they were priced at the low end of the expected $38-$42 range. Their price sank 8.4% on their first day of trading, although they recouped a bit on Friday. By week’s end, buyers of Robinhood’s IPO who held were down 7.5%.\nAmong those who sold high were the company’s co-founders, CEO Vladimir Tenev and Chief Creative Officer Baiju Bhatt, who each offloaded 1.25 million shares in the IPO. As my illustrious predecessor, Alan Abelson, liked to observe, there are many good reasons to sell a stock, but expecting it to go up isn’t one of them. That has never been more true, given the ability of rich owners to monetize their assets by borrowing against them cheaply, and without incurring capital-gains taxes.\nTo be sure, Tenev and Bhatt still have significant stakes in Robinhood. Asour colleague Avi Salzman reported, these were worth $2.5 billion at the initial offering price, and Tenev and Bhatt retain voting control. The two also could receive awards of shares worth as much as $6.7 billion for Tenev and $4 billion for Bhatt, if the stock hits $300, or nearly the proverbial ten-bagger from here.\nBut in a blow against income inequality, the potential billionaire pair took symbolic pay cuts, to $34,248, the average annual wage of American workers. As the comedian Yakov Smirnoff likes to say, “What a country!”\nHow those workers are faring will be a subject of the monthly employment report slated for release this coming Friday.\nEconomists’ forecasts for nonfarm payrolls center around a gain of 900,000. Jefferies economists Aneta Markowska and Thomas Simons estimate that the increase could top the long-anticipated one million mark; they forecast 1.2 million.\nMarkowska and Simons think the expiration of supplemental unemployment benefits in some states will boost the labor supply, although that is a matter of significant debate. (For more on the jobs market, seethis week’s cover story.)","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177587621,"gmtCreate":1627252772263,"gmtModify":1633766970211,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"Honestly,&nbsp;I doubt so.&nbsp;","listText":"Honestly,&nbsp;I doubt so.&nbsp;","text":"Honestly, I doubt so.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177587621","repostId":"2153936352","repostType":4,"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":867694752,"gmtCreate":1633247790553,"gmtModify":1633247791078,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"In a&nbsp;few months time,&nbsp;rotation will be back to tech stocks&nbsp;again.&nbsp;This is how the game is played. Techs are part of our lives and no way it is going away.&nbsp;","listText":"In a&nbsp;few months time,&nbsp;rotation will be back to tech stocks&nbsp;again.&nbsp;This is how the game is played. Techs are part of our lives and no way it is going away.&nbsp;","text":"In a few months time, rotation will be back to tech stocks again. This is how the game is played. Techs are part of our lives and no way it is going away.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867694752","repostId":"2172964606","repostType":4,"isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838492292,"gmtCreate":1629422852016,"gmtModify":1631892522235,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"That’s explain why she continued to buy millions of PLTR shares.&nbsp;","listText":"That’s explain why she continued to buy millions of PLTR shares.&nbsp;","text":"That’s explain why she continued to buy millions of PLTR shares.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/838492292","repostId":"2160848793","repostType":4,"repost":{"id":"2160848793","kind":"highlight","pubTimestamp":1629420499,"share":"https://www.laohunote.com/m/news/2160848793?lang=zh_CN&edition=full","pubTime":"2021-08-20 08:48","market":"us","language":"en","title":"Ark's Cathie Wood says stock market 'couldn't be further away from a bubble.' Here's why.<blockquote>Ark 的凯西·伍德 (Cathie Wood) 表示，股市“离泡沫已经不远了”。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2160848793","media":"MarketWatch","summary":"Wood says she's emboldened by bad news\nCathie Wood, chief executive officer and chief investment off","content":"<p>Wood says she's emboldened by bad news</p><p><blockquote>伍德说她被坏消息鼓舞了</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b1e646cb0a6ddf4ac942ed5c913a4e4\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Cathie Wood, chief executive officer and chief investment officer of ARK Investment Management</span></p><p><blockquote><p class=\"t-img-caption\"><span>Cathie Wood，ARK Investment Management 首席执行官兼首席投资官</span></p></blockquote></p><p> There'a growing sense of unease emanating from equity markets in recent trade, despite, and perhaps because, of the Dow Jones Industrial Average and the S&amp;P 500 index trading near record heights.</p><p><blockquote>尽管道琼斯工业平均指数和标普500指数接近历史新高，但在最近的交易中，股市越来越感到不安。</blockquote></p><p> However, star investor Cathie Wood, who runs a suite of popular ETFs in Ark Investment Management, says that there's no reason to fear that the market is becoming too bubblicious.</p><p><blockquote>然而，在 Ark Investment Management 管理一套热门 ETF 的明星投资者凯西·伍德 (Cathie Wood) 表示，没有理由担心市场变得过于泡沫。</blockquote></p><p> As the Ark founder puts it: \"I don't think we're in a bubble which is what I think many bears think we are,\" during a Thursday interview with CNBC near midday .</p><p><blockquote>正如 Ark 创始人在周四中午接受 CNBC 采访时所说：“我不认为我们正处于泡沫中，而我认为许多空头认为我们正处于泡沫中。”</blockquote></p><p> Her comments coming amid intensifying worries about a possible slowdown in economic growth as the delta variant of COVID-19 gathers momentum, creating headwinds for a fuller recovery from the pandemic that has gripped the globe for well over a year.</p><p><blockquote>她发表上述言论之际，随着 COVID-19 德尔塔变异毒株势头增强，人们对经济增长可能放缓的担忧日益加剧，这给席卷全球一年多的疫情带来了更全面的复苏带来了阻力。</blockquote></p><p> Investors also have been wringing their hands over the prospects of the Federal Reserve scaling back easy-money policies, notably the monthly purchases of $120 billion in Treasurys and mortage-backed securities, as anxieties grow.</p><p><blockquote>随着担忧加剧，投资者也对美联储缩减宽松货币政策的前景感到担忧，特别是每月购买 1200 亿美元的国债和抵押贷款支持证券。</blockquote></p><p> Wood's investment funds, highlighted by the flagship Ark Innovation, have been <a href=\"https://laohu8.com/S/AONE.U\">one</a> area that has been cited as possibly overvalued and vulnerable to a dramatic swing lower if the market starts to deflate considerably from its current levels.</p><p><blockquote>伍德的投资基金以旗舰方舟创新为亮点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>该领域被认为可能被高估，如果市场开始从当前水平大幅下跌，则可能会大幅下跌。</blockquote></p><p> Ark Innovation ETF is down 5.2% so far this week and has lost 8.6% in the year to date, badly underperforming the broader market and coming after the fund rang up one-year return of 149%, FactSet data show.</p><p><blockquote>FactSet 数据显示，Ark Innovation ETF 本周迄今已下跌 5.2%，今年迄今已下跌 8.6%，远逊于大盘，此前该基金的一年回报率为 149%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5cca916bae90134d64f9ba249031e782\" tg-width=\"949\" tg-height=\"666\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> By comparison , the Dow Jones Industrial Average is down 1.8% this week but up 14% this year, while the technology-laden Nasdaq Composite Index is off 1.9% on the week but has risen over 12.8% so far in 2021, and the broad-market S&amp;P 500 index is off 1.4% in the week to date but boasts a nearly 17.3% gain for 2021.</p><p><blockquote>相比之下，道琼斯工业平均指数本周下跌 1.8%，但今年上涨 14%，而科技含量高的纳斯达克综合指数本周下跌 1.9%，但 2021 年迄今已上涨超过 12.8%，大盘标普500指数本周迄今已下跌 1.4%，但 2021 年上涨近 17.3%。</blockquote></p><p> Wood's view on the market, however, is that investors are acting much more sedately and prudently, compared with the euphoria that was characteristic of the late 1990s and early 2000s dot-com boom.</p><p><blockquote>然而，伍德对市场的看法是，与 20 世纪 90 年代末和 21 世纪初互联网繁荣时期特有的兴奋相比，投资者的行为要冷静和谨慎得多。</blockquote></p><p> \"In a bubble...and I remember the late '90s...our strategies would have been cheered on,\" she told the business network. \"You remember the leapfrogging of analysts making estimates one higher than the other, price targets one higher than the other,\" she said on \"Tech Check.\"</p><p><blockquote>“在泡沫中……我记得 90 年代末……我们的战略会受到欢迎，”她告诉商业网络。她在“Tech Check”节目中表示：“你还记得分析师们的预测一个比另一个高，价格目标一个比另一个高。”</blockquote></p><p> She also noted that negative sentiment in the market as a contra-indication, suggesting that growing pessimism may actually fuel further gains rather than inflating a bubble.</p><p><blockquote>她还指出，市场的负面情绪是一个禁忌症，这表明日益增长的悲观情绪实际上可能会推动进一步上涨，而不是吹大泡沫。</blockquote></p><p> \"I like bad news,\" she said.</p><p><blockquote>“我喜欢坏消息，”她说。</blockquote></p><p> \"When I see such negative sentiment out there, especially when it comes to valuation and longer time horizons, investment time horizons, I actually feel a little more comfortable,\" Wood said.</p><p><blockquote>伍德说：“当我看到这种负面情绪时，特别是当涉及到估值和更长的时间范围、投资时间范围时，我实际上感觉更舒服了一些。”</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ark's Cathie Wood says stock market 'couldn't be further away from a bubble.' Here's why.<blockquote>Ark 的凯西·伍德 (Cathie Wood) 表示，股市“离泡沫已经不远了”。原因如下。</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\">\nArk's Cathie Wood says stock market 'couldn't be further away from a bubble.' Here's why.<blockquote>Ark 的凯西·伍德 (Cathie Wood) 表示，股市“离泡沫已经不远了”。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-20 08:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wood says she's emboldened by bad news</p><p><blockquote>伍德说她被坏消息鼓舞了</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b1e646cb0a6ddf4ac942ed5c913a4e4\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Cathie Wood, chief executive officer and chief investment officer of ARK Investment Management</span></p><p><blockquote><p class=\"t-img-caption\"><span>Cathie Wood，ARK Investment Management 首席执行官兼首席投资官</span></p></blockquote></p><p> There'a growing sense of unease emanating from equity markets in recent trade, despite, and perhaps because, of the Dow Jones Industrial Average and the S&amp;P 500 index trading near record heights.</p><p><blockquote>尽管道琼斯工业平均指数和标普500指数接近历史新高，但在最近的交易中，股市越来越感到不安。</blockquote></p><p> However, star investor Cathie Wood, who runs a suite of popular ETFs in Ark Investment Management, says that there's no reason to fear that the market is becoming too bubblicious.</p><p><blockquote>然而，在 Ark Investment Management 管理一套热门 ETF 的明星投资者凯西·伍德 (Cathie Wood) 表示，没有理由担心市场变得过于泡沫。</blockquote></p><p> As the Ark founder puts it: \"I don't think we're in a bubble which is what I think many bears think we are,\" during a Thursday interview with CNBC near midday .</p><p><blockquote>正如 Ark 创始人在周四中午接受 CNBC 采访时所说：“我不认为我们正处于泡沫中，而我认为许多空头认为我们正处于泡沫中。”</blockquote></p><p> Her comments coming amid intensifying worries about a possible slowdown in economic growth as the delta variant of COVID-19 gathers momentum, creating headwinds for a fuller recovery from the pandemic that has gripped the globe for well over a year.</p><p><blockquote>她发表上述言论之际，随着 COVID-19 德尔塔变异毒株势头增强，人们对经济增长可能放缓的担忧日益加剧，这给席卷全球一年多的疫情带来了更全面的复苏带来了阻力。</blockquote></p><p> Investors also have been wringing their hands over the prospects of the Federal Reserve scaling back easy-money policies, notably the monthly purchases of $120 billion in Treasurys and mortage-backed securities, as anxieties grow.</p><p><blockquote>随着担忧加剧，投资者也对美联储缩减宽松货币政策的前景感到担忧，特别是每月购买 1200 亿美元的国债和抵押贷款支持证券。</blockquote></p><p> Wood's investment funds, highlighted by the flagship Ark Innovation, have been <a href=\"https://laohu8.com/S/AONE.U\">one</a> area that has been cited as possibly overvalued and vulnerable to a dramatic swing lower if the market starts to deflate considerably from its current levels.</p><p><blockquote>伍德的投资基金以旗舰方舟创新为亮点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>该领域被认为可能被高估，如果市场开始从当前水平大幅下跌，则可能会大幅下跌。</blockquote></p><p> Ark Innovation ETF is down 5.2% so far this week and has lost 8.6% in the year to date, badly underperforming the broader market and coming after the fund rang up one-year return of 149%, FactSet data show.</p><p><blockquote>FactSet 数据显示，Ark Innovation ETF 本周迄今已下跌 5.2%，今年迄今已下跌 8.6%，远逊于大盘，此前该基金的一年回报率为 149%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5cca916bae90134d64f9ba249031e782\" tg-width=\"949\" tg-height=\"666\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> By comparison , the Dow Jones Industrial Average is down 1.8% this week but up 14% this year, while the technology-laden Nasdaq Composite Index is off 1.9% on the week but has risen over 12.8% so far in 2021, and the broad-market S&amp;P 500 index is off 1.4% in the week to date but boasts a nearly 17.3% gain for 2021.</p><p><blockquote>相比之下，道琼斯工业平均指数本周下跌 1.8%，但今年上涨 14%，而科技含量高的纳斯达克综合指数本周下跌 1.9%，但 2021 年迄今已上涨超过 12.8%，大盘标普500指数本周迄今已下跌 1.4%，但 2021 年上涨近 17.3%。</blockquote></p><p> Wood's view on the market, however, is that investors are acting much more sedately and prudently, compared with the euphoria that was characteristic of the late 1990s and early 2000s dot-com boom.</p><p><blockquote>然而，伍德对市场的看法是，与 20 世纪 90 年代末和 21 世纪初互联网繁荣时期特有的兴奋相比，投资者的行为要冷静和谨慎得多。</blockquote></p><p> \"In a bubble...and I remember the late '90s...our strategies would have been cheered on,\" she told the business network. \"You remember the leapfrogging of analysts making estimates one higher than the other, price targets one higher than the other,\" she said on \"Tech Check.\"</p><p><blockquote>“在泡沫中……我记得 90 年代末……我们的战略会受到欢迎，”她告诉商业网络。她在“Tech Check”节目中表示：“你还记得分析师们的预测一个比另一个高，价格目标一个比另一个高。”</blockquote></p><p> She also noted that negative sentiment in the market as a contra-indication, suggesting that growing pessimism may actually fuel further gains rather than inflating a bubble.</p><p><blockquote>她还指出，市场的负面情绪是一个禁忌症，这表明日益增长的悲观情绪实际上可能会推动进一步上涨，而不是吹大泡沫。</blockquote></p><p> \"I like bad news,\" she said.</p><p><blockquote>“我喜欢坏消息，”她说。</blockquote></p><p> \"When I see such negative sentiment out there, especially when it comes to valuation and longer time horizons, investment time horizons, I actually feel a little more comfortable,\" Wood said.</p><p><blockquote>伍德说：“当我看到这种负面情绪时，特别是当涉及到估值和更长的时间范围、投资时间范围时，我实际上感觉更舒服了一些。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/arks-cathie-wood-says-stock-market-couldnt-be-further-away-from-a-bubble-heres-why-11629393761?adobe_mc=MCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1629420103\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","ARKK":"ARK Innovation ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/arks-cathie-wood-says-stock-market-couldnt-be-further-away-from-a-bubble-heres-why-11629393761?adobe_mc=MCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1629420103","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160848793","content_text":"Wood says she's emboldened by bad news\nCathie Wood, chief executive officer and chief investment officer of ARK Investment Management\nThere'a growing sense of unease emanating from equity markets in recent trade, despite, and perhaps because, of the Dow Jones Industrial Average and the S&P 500 index trading near record heights.\nHowever, star investor Cathie Wood, who runs a suite of popular ETFs in Ark Investment Management, says that there's no reason to fear that the market is becoming too bubblicious.\nAs the Ark founder puts it: \"I don't think we're in a bubble which is what I think many bears think we are,\" during a Thursday interview with CNBC near midday .\nHer comments coming amid intensifying worries about a possible slowdown in economic growth as the delta variant of COVID-19 gathers momentum, creating headwinds for a fuller recovery from the pandemic that has gripped the globe for well over a year.\nInvestors also have been wringing their hands over the prospects of the Federal Reserve scaling back easy-money policies, notably the monthly purchases of $120 billion in Treasurys and mortage-backed securities, as anxieties grow.\nWood's investment funds, highlighted by the flagship Ark Innovation, have been one area that has been cited as possibly overvalued and vulnerable to a dramatic swing lower if the market starts to deflate considerably from its current levels.\nArk Innovation ETF is down 5.2% so far this week and has lost 8.6% in the year to date, badly underperforming the broader market and coming after the fund rang up one-year return of 149%, FactSet data show.\n\nBy comparison , the Dow Jones Industrial Average is down 1.8% this week but up 14% this year, while the technology-laden Nasdaq Composite Index is off 1.9% on the week but has risen over 12.8% so far in 2021, and the broad-market S&P 500 index is off 1.4% in the week to date but boasts a nearly 17.3% gain for 2021.\nWood's view on the market, however, is that investors are acting much more sedately and prudently, compared with the euphoria that was characteristic of the late 1990s and early 2000s dot-com boom.\n\"In a bubble...and I remember the late '90s...our strategies would have been cheered on,\" she told the business network. \"You remember the leapfrogging of analysts making estimates one higher than the other, price targets one higher than the other,\" she said on \"Tech Check.\"\nShe also noted that negative sentiment in the market as a contra-indication, suggesting that growing pessimism may actually fuel further gains rather than inflating a bubble.\n\"I like bad news,\" she said.\n\"When I see such negative sentiment out there, especially when it comes to valuation and longer time horizons, investment time horizons, I actually feel a little more comfortable,\" Wood said.","news_type":1,"symbols_score_info":{".SPX":0.9,"ARKIU":0.9,".DJI":0.9,"ARKK":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898303709,"gmtCreate":1628471700601,"gmtModify":1633746969475,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"BNTX had gone up a lot. I think the earningsare already priced into the share price. Well,let’s see.&nbsp;","listText":"BNTX had gone up a lot. I think the earningsare already priced into the share price. Well,let’s see.&nbsp;","text":"BNTX had gone up a lot. I think the earningsare already priced into the share price. Well,let’s see.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898303709","repostId":"1162909436","repostType":4,"repost":{"id":"1162909436","kind":"news","pubTimestamp":1628463995,"share":"https://www.laohunote.com/m/news/1162909436?lang=zh_CN&edition=full","pubTime":"2021-08-09 07:06","market":"us","language":"en","title":"Disney, AMC, Coinbase, Airbnb, BioNTech, and Other Stocks for Investors to Watch This Week<blockquote>迪士尼、AMC、Coinbase、爱彼迎、BioNTech 和本周投资者关注的其他股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162909436","media":"Barron's","summary":"The bulk of second-quarter earnings season is in the rearview mirror, but several notable reports re","content":"<p>The bulk of second-quarter earnings season is in the rearview mirror,&nbsp;but several notable reports remain.&nbsp;AMC Entertainment Holdings,&nbsp;BioNTech, and&nbsp;Dish Network&nbsp;will be Monday’s highlights.&nbsp;Coinbase&nbsp;Global and&nbsp;Syscogo on Tuesday. On Wednesday,&nbsp;eBay&nbsp;will report, followed by Walt&nbsp;Disney,&nbsp;Airbnb,&nbsp;DoorDash,&nbsp;and&nbsp;Broadridge Financial Solutionson Thursday.</p><p><blockquote>第二季度财报季的大部分时间已经过去，但仍有几份值得关注的报告。AMC院线控股公司、BioNTech 和 Dish Network 将是周一的亮点。Coinbase Global 和 Syscogo 将于周二发布。周三，eBay 将发布报告，随后是华特迪士尼、爱彼迎、DoorDash 和 Broadridge Financial Solutions 将于周四发布报告。</blockquote></p><p> The week’s economic calendar will include a pair of updates each on consumer and business inflation and sentiment. On Wednesday, the Bureau of Labor Statistics will&nbsp;report&nbsp;the consumer price index for July, followed by the producer price index on Thursday. Those are expected to have increased by 5.3% and 7.3%, respectively, year over year.</p><p><blockquote>本周的经济日历将包括消费者和企业通胀及情绪的两份更新。周三，美国劳工统计局将公布7月份消费者价格指数，随后是周四的生产者价格指数。预计同比分别增长5.3%和7.3%。</blockquote></p><p> On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for July. And on Friday, the University of Michigan reports its Consumer Sentiment index for August. Both are forecast to hold roughly even with the prior months’ figures.</p><p><blockquote>周二，全国独立企业联合会将发布7月份小企业乐观指数。周五，密歇根大学公布了 8 月份消费者信心指数。预计这两个数字将与前几个月的数字大致持平。</blockquote></p><p> <h3><b>Monday 8/9</b></h3> Air Products and Chemicals,&nbsp;<a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>,&nbsp;Barrick Gold,&nbsp;<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>, <a href=\"https://laohu8.com/S/DISH\">DISH Network</a>, and&nbsp;<a href=\"https://laohu8.com/S/TSN\">Tyson</a>&nbsp;report quarterly results.</p><p><blockquote><h3><b>8/9星期一</b></h3>空气产品和化学品，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>, 巴里克黄金,<a href=\"https://laohu8.com/S/BNTX\">生物科技公司</a>,<a href=\"https://laohu8.com/S/DISH\">碟形网</a>，和<a href=\"https://laohu8.com/S/TSN\">泰森</a>报告季度业绩。</blockquote></p><p> <b>The Bureau of Labor Statistics</b>&nbsp;reports the Job Openings and Labor Turnover Survey for June. Economists forecast 9.1 million openings on the last business day of June, slightly less than the May figure. Job openings stand at record levels as employers struggle to fill vacant positions.</p><p><blockquote><b>劳工统计局</b>报告六月份的职位空缺和劳动力流动调查。经济学家预测 6 月最后一个工作日将有 910 万个职位空缺，略低于 5 月份的数字。随着雇主努力填补空缺职位，职位空缺达到创纪录水平。</blockquote></p><p> <h3><b>Tuesday 8/10</b></h3> <b>The National Federation of Independent Business</b>&nbsp;reports its Small Business Optimism Index for July. Consensus estimate is for a 102.8 reading, roughly even with the June data, which was the highest since October.</p><p><blockquote><h3><b>星期二 8/10</b></h3><b>全国独立企业联合会</b>报告 7 月份小企业乐观指数。普遍估计读数为 102.8，与 6 月份的数据大致持平，这是自 10 月份以来的最高水平。</blockquote></p><p> <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, <a href=\"https://laohu8.com/S/SYY\">Sysco</a>, and&nbsp;<a href=\"https://laohu8.com/S/TDG\">TransDigm</a> announce earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/COIN\">比特币基地全球公司。</a>,<a href=\"https://laohu8.com/S/SYY\">西斯科</a>，和<a href=\"https://laohu8.com/S/TDG\">TransDigm</a>公布收益。</blockquote></p><p> <b>The BLS reports unit labor</b>&nbsp;costs and nonfarm productivity for the second quarter. Expectations are for a rise of 0.9% in labor costs and 3.4% for productivity. This compares with increases of 1.7% and 5.4%, respectively, in the first quarter.</p><p><blockquote><b>BLS 报告单位劳动力</b>第二季度的成本和非农生产率。预计劳动力成本上升0.9%，生产率上升3.4%。相比之下，第一季度的增幅分别为 1.7% 和 5.4%。</blockquote></p><p> <h3><b>Wednesday 8/11</b></h3> <a href=\"https://laohu8.com/S/EBAY\">eBay</a> and&nbsp;<a href=\"https://laohu8.com/S/PRGO\">Perrigo Co PLC</a> release quarterly results.</p><p><blockquote><h3><b>星期三 8/11</b></h3><a href=\"https://laohu8.com/S/EBAY\">易趣</a>和<a href=\"https://laohu8.com/S/PRGO\">佩里戈公司</a>发布季度业绩。</blockquote></p><p> <b>The BLS reports the consumer</b>&nbsp;price index for July. Economists forecast a 5.3% increase year over year, after a gain of 5.4% in June. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.3%, compared with 4.5% previously. Inflation, and whether it is transitory, has generated much discussion on Wall Street this year, with the June CPI showing the fastest pace of growth since July 2008 and core CPI rising at the swiftest clip in nearly 30 years.</p><p><blockquote><b>BLS 向消费者报告</b>7月份价格指数。经济学家预测，继 6 月份增长 5.4% 后，同比增长 5.3%。剔除波动较大的食品和能源价格的核心CPI预计将上涨4.3%，而此前为4.5%。今年，通胀及其是否是短暂的，在华尔街引发了很多讨论，6月份CPI呈现自2008年7月以来最快的增长速度，核心CPI以近30年来最快的速度上涨。</blockquote></p><p> <b>The Treasury Department</b>&nbsp;releases the monthly budget statement for July. The estimated deficit is $267 billion for the month, and $3 trillion for fiscal 2021, which ends in September. The $3 trillion would be just shy of fiscal 2020’s $3.1 trillion deficit, a record.</p><p><blockquote><b>财政部</b>发布7月份月度预算报表。预计本月赤字为 2670 亿美元，2021 财年（将于 9 月结束）赤字为 3 万亿美元。3 万亿美元将略低于 2020 财年创纪录的 3.1 万亿美元赤字。</blockquote></p><p> <h3><b>Thursday 8/12</b></h3> <a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a>, <a href=\"https://laohu8.com/S/BR\">Broadridge Financial Solutions</a>,&nbsp;<a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a>,&nbsp;<a href=\"https://laohu8.com/S/DASH\">DoorDash, Inc.</a>, and <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> hold conference calls to discuss earnings.</p><p><blockquote><h3><b>星期四 8/12</b></h3><a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>,<a href=\"https://laohu8.com/S/BR\">布罗德里奇金融解决方案</a>, <a href=\"https://laohu8.com/S/BAM\">布鲁克菲尔德资产管理公司</a>, <a href=\"https://laohu8.com/S/DASH\">DoorDash公司。</a>，和<a href=\"https://laohu8.com/S/DIS\">华特·迪士尼</a>在评级召开会议讨论收益。</blockquote></p><p> Idexx Laboratorieshosts its 2021 virtual investor day.</p><p><blockquote>Idexx实验室举办2021年虚拟投资者日。</blockquote></p><p> <b>The BLS reports the</b>&nbsp;producer price index for July. Consensus estimate is for a 0.4% month-over-month rise. The core PPI, which excludes volatile food and energy prices, is projected to increase 0.5%. The PPI and core PPI, both jumped 1% in June.</p><p><blockquote><b>BLS 报告</b>7月份生产者价格指数。普遍估计环比上涨 0.4%。剔除波动较大的食品和能源价格的核心PPI预计将上涨0.5%。6月份PPI和核心PPI均上涨1%。</blockquote></p><p> <b>The Department of Labor</b>&nbsp;reports initial jobless claims for the weekend ending on Aug. 7. In July, claims averaged 392,000 a week, slightly less than the June data. Jobless claims have trended down since peaking in the spring of 2020 but remain elevated compared with prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至 8 月 7 日的周末首次申请失业救济人数。7 月份，平均每周申请人数为 392,000 人，略低于 6 月份的数据。自 2020 年春季达到峰值以来，申请失业救济人数呈下降趋势，但与大流行前的水平相比，仍处于较高水平。</blockquote></p><p> <h3><b>Friday 8/13</b></h3> <b>The University of Michigan</b>&nbsp;releases its Consumer Sentiment index for August. Expectations are for an 81.1 reading, roughly even with the July figure.</p><p><blockquote><h3><b>8/13星期五</b></h3><b>密歇根大学</b>发布8月份消费者信心指数。预期读数为 81.1，与 7 月份的数据大致持平。</blockquote></p><p></p>","source":"lsy1610680873436","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>Disney, AMC, Coinbase, Airbnb, BioNTech, and Other Stocks for Investors to Watch This Week<blockquote>迪士尼、AMC、Coinbase、爱彼迎、BioNTech 和本周投资者关注的其他股票</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\">\nDisney, AMC, Coinbase, Airbnb, BioNTech, and Other Stocks for Investors to Watch This Week<blockquote>迪士尼、AMC、Coinbase、爱彼迎、BioNTech 和本周投资者关注的其他股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-08-09 07:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The bulk of second-quarter earnings season is in the rearview mirror,&nbsp;but several notable reports remain.&nbsp;AMC Entertainment Holdings,&nbsp;BioNTech, and&nbsp;Dish Network&nbsp;will be Monday’s highlights.&nbsp;Coinbase&nbsp;Global and&nbsp;Syscogo on Tuesday. On Wednesday,&nbsp;eBay&nbsp;will report, followed by Walt&nbsp;Disney,&nbsp;Airbnb,&nbsp;DoorDash,&nbsp;and&nbsp;Broadridge Financial Solutionson Thursday.</p><p><blockquote>第二季度财报季的大部分时间已经过去，但仍有几份值得关注的报告。AMC院线控股公司、BioNTech 和 Dish Network 将是周一的亮点。Coinbase Global 和 Syscogo 将于周二发布。周三，eBay 将发布报告，随后是华特迪士尼、爱彼迎、DoorDash 和 Broadridge Financial Solutions 将于周四发布报告。</blockquote></p><p> The week’s economic calendar will include a pair of updates each on consumer and business inflation and sentiment. On Wednesday, the Bureau of Labor Statistics will&nbsp;report&nbsp;the consumer price index for July, followed by the producer price index on Thursday. Those are expected to have increased by 5.3% and 7.3%, respectively, year over year.</p><p><blockquote>本周的经济日历将包括消费者和企业通胀及情绪的两份更新。周三，美国劳工统计局将公布7月份消费者价格指数，随后是周四的生产者价格指数。预计同比分别增长5.3%和7.3%。</blockquote></p><p> On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for July. And on Friday, the University of Michigan reports its Consumer Sentiment index for August. Both are forecast to hold roughly even with the prior months’ figures.</p><p><blockquote>周二，全国独立企业联合会将发布7月份小企业乐观指数。周五，密歇根大学公布了 8 月份消费者信心指数。预计这两个数字将与前几个月的数字大致持平。</blockquote></p><p> <h3><b>Monday 8/9</b></h3> Air Products and Chemicals,&nbsp;<a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>,&nbsp;Barrick Gold,&nbsp;<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>, <a href=\"https://laohu8.com/S/DISH\">DISH Network</a>, and&nbsp;<a href=\"https://laohu8.com/S/TSN\">Tyson</a>&nbsp;report quarterly results.</p><p><blockquote><h3><b>8/9星期一</b></h3>空气产品和化学品，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>, 巴里克黄金,<a href=\"https://laohu8.com/S/BNTX\">生物科技公司</a>,<a href=\"https://laohu8.com/S/DISH\">碟形网</a>，和<a href=\"https://laohu8.com/S/TSN\">泰森</a>报告季度业绩。</blockquote></p><p> <b>The Bureau of Labor Statistics</b>&nbsp;reports the Job Openings and Labor Turnover Survey for June. Economists forecast 9.1 million openings on the last business day of June, slightly less than the May figure. Job openings stand at record levels as employers struggle to fill vacant positions.</p><p><blockquote><b>劳工统计局</b>报告六月份的职位空缺和劳动力流动调查。经济学家预测 6 月最后一个工作日将有 910 万个职位空缺，略低于 5 月份的数字。随着雇主努力填补空缺职位，职位空缺达到创纪录水平。</blockquote></p><p> <h3><b>Tuesday 8/10</b></h3> <b>The National Federation of Independent Business</b>&nbsp;reports its Small Business Optimism Index for July. Consensus estimate is for a 102.8 reading, roughly even with the June data, which was the highest since October.</p><p><blockquote><h3><b>星期二 8/10</b></h3><b>全国独立企业联合会</b>报告 7 月份小企业乐观指数。普遍估计读数为 102.8，与 6 月份的数据大致持平，这是自 10 月份以来的最高水平。</blockquote></p><p> <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, <a href=\"https://laohu8.com/S/SYY\">Sysco</a>, and&nbsp;<a href=\"https://laohu8.com/S/TDG\">TransDigm</a> announce earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/COIN\">比特币基地全球公司。</a>,<a href=\"https://laohu8.com/S/SYY\">西斯科</a>，和<a href=\"https://laohu8.com/S/TDG\">TransDigm</a>公布收益。</blockquote></p><p> <b>The BLS reports unit labor</b>&nbsp;costs and nonfarm productivity for the second quarter. Expectations are for a rise of 0.9% in labor costs and 3.4% for productivity. This compares with increases of 1.7% and 5.4%, respectively, in the first quarter.</p><p><blockquote><b>BLS 报告单位劳动力</b>第二季度的成本和非农生产率。预计劳动力成本上升0.9%，生产率上升3.4%。相比之下，第一季度的增幅分别为 1.7% 和 5.4%。</blockquote></p><p> <h3><b>Wednesday 8/11</b></h3> <a href=\"https://laohu8.com/S/EBAY\">eBay</a> and&nbsp;<a href=\"https://laohu8.com/S/PRGO\">Perrigo Co PLC</a> release quarterly results.</p><p><blockquote><h3><b>星期三 8/11</b></h3><a href=\"https://laohu8.com/S/EBAY\">易趣</a>和<a href=\"https://laohu8.com/S/PRGO\">佩里戈公司</a>发布季度业绩。</blockquote></p><p> <b>The BLS reports the consumer</b>&nbsp;price index for July. Economists forecast a 5.3% increase year over year, after a gain of 5.4% in June. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.3%, compared with 4.5% previously. Inflation, and whether it is transitory, has generated much discussion on Wall Street this year, with the June CPI showing the fastest pace of growth since July 2008 and core CPI rising at the swiftest clip in nearly 30 years.</p><p><blockquote><b>BLS 向消费者报告</b>7月份价格指数。经济学家预测，继 6 月份增长 5.4% 后，同比增长 5.3%。剔除波动较大的食品和能源价格的核心CPI预计将上涨4.3%，而此前为4.5%。今年，通胀及其是否是短暂的，在华尔街引发了很多讨论，6月份CPI呈现自2008年7月以来最快的增长速度，核心CPI以近30年来最快的速度上涨。</blockquote></p><p> <b>The Treasury Department</b>&nbsp;releases the monthly budget statement for July. The estimated deficit is $267 billion for the month, and $3 trillion for fiscal 2021, which ends in September. The $3 trillion would be just shy of fiscal 2020’s $3.1 trillion deficit, a record.</p><p><blockquote><b>财政部</b>发布7月份月度预算报表。预计本月赤字为 2670 亿美元，2021 财年（将于 9 月结束）赤字为 3 万亿美元。3 万亿美元将略低于 2020 财年创纪录的 3.1 万亿美元赤字。</blockquote></p><p> <h3><b>Thursday 8/12</b></h3> <a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a>, <a href=\"https://laohu8.com/S/BR\">Broadridge Financial Solutions</a>,&nbsp;<a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a>,&nbsp;<a href=\"https://laohu8.com/S/DASH\">DoorDash, Inc.</a>, and <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> hold conference calls to discuss earnings.</p><p><blockquote><h3><b>星期四 8/12</b></h3><a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>,<a href=\"https://laohu8.com/S/BR\">布罗德里奇金融解决方案</a>, <a href=\"https://laohu8.com/S/BAM\">布鲁克菲尔德资产管理公司</a>, <a href=\"https://laohu8.com/S/DASH\">DoorDash公司。</a>，和<a href=\"https://laohu8.com/S/DIS\">华特·迪士尼</a>在评级召开会议讨论收益。</blockquote></p><p> Idexx Laboratorieshosts its 2021 virtual investor day.</p><p><blockquote>Idexx实验室举办2021年虚拟投资者日。</blockquote></p><p> <b>The BLS reports the</b>&nbsp;producer price index for July. Consensus estimate is for a 0.4% month-over-month rise. The core PPI, which excludes volatile food and energy prices, is projected to increase 0.5%. The PPI and core PPI, both jumped 1% in June.</p><p><blockquote><b>BLS 报告</b>7月份生产者价格指数。普遍估计环比上涨 0.4%。剔除波动较大的食品和能源价格的核心PPI预计将上涨0.5%。6月份PPI和核心PPI均上涨1%。</blockquote></p><p> <b>The Department of Labor</b>&nbsp;reports initial jobless claims for the weekend ending on Aug. 7. In July, claims averaged 392,000 a week, slightly less than the June data. Jobless claims have trended down since peaking in the spring of 2020 but remain elevated compared with prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至 8 月 7 日的周末首次申请失业救济人数。7 月份，平均每周申请人数为 392,000 人，略低于 6 月份的数据。自 2020 年春季达到峰值以来，申请失业救济人数呈下降趋势，但与大流行前的水平相比，仍处于较高水平。</blockquote></p><p> <h3><b>Friday 8/13</b></h3> <b>The University of Michigan</b>&nbsp;releases its Consumer Sentiment index for August. Expectations are for an 81.1 reading, roughly even with the July figure.</p><p><blockquote><h3><b>8/13星期五</b></h3><b>密歇根大学</b>发布8月份消费者信心指数。预期读数为 81.1，与 7 月份的数据大致持平。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/disney-amc-coinbase-airbnb-biontech-and-other-stocks-for-investors-to-watch-this-week-51628449233?mod=hp_LEAD_4?mod=article_signInButton\">Barron's</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":{"EBAY":"eBay","ABNB":"爱彼迎",".IXIC":"NASDAQ Composite","BAM":"布鲁克菲尔德资产管理","BR":"Broadridge金融解决方案","DIS":"迪士尼",".SPX":"S&P 500 Index","PRGO":"百利高","TDG":"TransDigm","COIN":"Coinbase Global, Inc.","AMC":"AMC院线",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/disney-amc-coinbase-airbnb-biontech-and-other-stocks-for-investors-to-watch-this-week-51628449233?mod=hp_LEAD_4?mod=article_signInButton","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162909436","content_text":"The bulk of second-quarter earnings season is in the rearview mirror, but several notable reports remain. AMC Entertainment Holdings, BioNTech, and Dish Network will be Monday’s highlights. Coinbase Global and Syscogo on Tuesday. On Wednesday, eBay will report, followed by Walt Disney, Airbnb, DoorDash, and Broadridge Financial Solutionson Thursday.\nThe week’s economic calendar will include a pair of updates each on consumer and business inflation and sentiment. On Wednesday, the Bureau of Labor Statistics will report the consumer price index for July, followed by the producer price index on Thursday. Those are expected to have increased by 5.3% and 7.3%, respectively, year over year.\nOn Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for July. And on Friday, the University of Michigan reports its Consumer Sentiment index for August. Both are forecast to hold roughly even with the prior months’ figures.\nMonday 8/9\nAir Products and Chemicals, AMC Entertainment, Barrick Gold, BioNTech SE, DISH Network, and Tyson report quarterly results.\nThe Bureau of Labor Statistics reports the Job Openings and Labor Turnover Survey for June. Economists forecast 9.1 million openings on the last business day of June, slightly less than the May figure. Job openings stand at record levels as employers struggle to fill vacant positions.\nTuesday 8/10\nThe National Federation of Independent Business reports its Small Business Optimism Index for July. Consensus estimate is for a 102.8 reading, roughly even with the June data, which was the highest since October.\nCoinbase Global, Inc., Sysco, and TransDigm announce earnings.\nThe BLS reports unit labor costs and nonfarm productivity for the second quarter. Expectations are for a rise of 0.9% in labor costs and 3.4% for productivity. This compares with increases of 1.7% and 5.4%, respectively, in the first quarter.\nWednesday 8/11\neBay and Perrigo Co PLC release quarterly results.\nThe BLS reports the consumer price index for July. Economists forecast a 5.3% increase year over year, after a gain of 5.4% in June. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.3%, compared with 4.5% previously. Inflation, and whether it is transitory, has generated much discussion on Wall Street this year, with the June CPI showing the fastest pace of growth since July 2008 and core CPI rising at the swiftest clip in nearly 30 years.\nThe Treasury Department releases the monthly budget statement for July. The estimated deficit is $267 billion for the month, and $3 trillion for fiscal 2021, which ends in September. The $3 trillion would be just shy of fiscal 2020’s $3.1 trillion deficit, a record.\nThursday 8/12\nAirbnb, Inc., Broadridge Financial Solutions, Brookfield Asset Management, DoorDash, Inc., and Walt Disney hold conference calls to discuss earnings.\nIdexx Laboratorieshosts its 2021 virtual investor day.\nThe BLS reports the producer price index for July. Consensus estimate is for a 0.4% month-over-month rise. The core PPI, which excludes volatile food and energy prices, is projected to increase 0.5%. The PPI and core PPI, both jumped 1% in June.\nThe Department of Labor reports initial jobless claims for the weekend ending on Aug. 7. In July, claims averaged 392,000 a week, slightly less than the June data. Jobless claims have trended down since peaking in the spring of 2020 but remain elevated compared with prepandemic levels.\nFriday 8/13\nThe University of Michigan releases its Consumer Sentiment index for August. Expectations are for an 81.1 reading, roughly even with the July figure.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"DIS":0.9,"COIN":0.9,"EBAY":0.9,".SPX":0.9,"BR":0.9,"PRGO":0.9,"TDG":0.9,"AMC":0.9,"BAM":0.9,"ABNB":0.9}},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177361410,"gmtCreate":1627181308630,"gmtModify":1631883896147,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"themes":[],"title":"","htmlText":"Tesla is definitely the bigger one right now. But NIO in my opinion has more growth potential&nbsp;","listText":"Tesla is definitely the bigger one right now. But NIO in my opinion has more growth potential&nbsp;","text":"Tesla is definitely the bigger one right now. But NIO in my opinion has more growth potential","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/177361410","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohunote.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>让我们来看看蔚来与今天的特斯拉相比如何，蔚来独特的卖点，以及两家公司之间的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不算太贵。</li><li>然而，蔚来并不是一只低风险股票，它可能不是每个人的好选择。投资者还应该考虑蔚来汽车相对于传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock 来自盖蒂图片社</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（蔚来）是中国领先的电动汽车企业之一，通过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，如今该公司的规模仍然远小于目前引领全球电动汽车市场的特斯拉 (TSLA)。蔚来目前专注于国内市场，特斯拉还是一家小公司时也是如此，但蔚来也将努力在海外市场抢占市场份额。股价已经大幅上涨，但如果蔚来能够复制特斯拉的成功，这可能是完全合理的。</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电动汽车纯玩家的股价迅速上涨。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，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，这两家公司目前的股价均低于历史高点，该高点在 2021 年初触及，之后市场对电动汽车 pureplays 的情绪有所降温。</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>数据由YCharts提供</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价低约 30%。如果分析师界是正确的，那么蔚来在这里是一个更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的分析师目标价有很大的上涨空间。</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。这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，这两者是相似的，但在其他方面，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一直在发展其他一些业务，例如储能。特斯拉的大部分收入是通过销售电动汽车产生的，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，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆，特斯拉是众所周知的 S、X、3 和 Y，而蔚来则提供轿车 (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区别。</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>两家公司都为客户提供某种类型的充电基础设施，就特斯拉而言，这就是增压器网络，特斯拉车主可以在其中为汽车充电，功率高达 250kW，具体取决于安装的增压器版本。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充电站将电池更换为充满电的电池，这一过程只需几分钟，因此与特斯拉和其他电动汽车制造商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/更换时间方面具有优势，但应该注意的是，与蔚来的换电站相比，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所提供的产品相比，蔚来汽车的产品是一个独特的卖点。这是否最终会带来回报还有待观察，但随着电动汽车领域的竞争日益激烈，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>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。这是同比的强劲增长，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，我们会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 720 亿美元。在类似的增长率下，这将是完全有意义的，但看起来蔚来目前可能是更好的交易，因为它的估值相当，同时产生了更好的增长。未来几个季度尤其如此，特斯拉的增长预计将放缓：</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>数据由YCharts提供</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>预计特斯拉的收入将从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，蔚来预计其收入将在 2021 年至 2023 年间从 54 亿美元激增至 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超过特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家公司来说，保持巨大的增长率变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加 50% 以上的收入是不可能永远的。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。但投资者仍然应该考虑这个重要事实——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 年收入预期为 226 亿美元，比 2023 年预期再增长 80%，比分析师对 2021 年的预测增长 320%。与此同时，特斯拉预计 2025 年收入将达到 1225 亿美元，这是一个很大的数字，但比 2023 年增长相对较弱的 48%，比 2021 年总共增长 150%。因此，在 2021 年至 2025 年间，蔚来的收入将增长 4 倍，而特斯拉的收入将增长 2.5 倍——在其他条件相同的情况下，这是一个有意义的差异，应该可以让蔚来获得溢价估值，就像特斯拉值得拥有与大众汽车等传统参与者相比的溢价估值（OTCPK：VWAGY）。</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>将 2025 年的收入预测与两家公司目前的估值进行比较，我们发现蔚来的交易价格为 2025 年销售额的 3.2 倍，而特斯拉的 2025 年销售额倍数为 5.2。对于长期投资者来说，蔚来目前似乎更有价值，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，即使是 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，即使其股票绝对不便宜。</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范围。如今，蔚来比特斯拉小得多，因此理所当然地以较小的市值进行交易。还应该指出的是，不能保证特斯拉的股票是电动汽车公司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，有些人会认为股票价格被低估，这也是可能性之一，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 亿美元左右的市值，那么蔚来最终也可能达到这个目标，尽管不是在短期内。蔚来今年将销售约 9 万辆汽车，到 2025 年这一数字应该会增长到约 40 万辆。如果蔚来的销量在这一点后每年增长 15%，那么到 2030 年（即 9 年后），它可能会售出约 80 万辆汽车。如果想要假设更快的增长，每年 80 万辆汽车的大关也可能在 2030 年之前跨过，例如在 2028 年或 2029 年。如果我们现在真的选择 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，我相信还远未确定。就我个人而言，看到特斯拉的估值压缩不会太惊讶，因此蔚来在 2030 年的市值可能远低于 6000 亿美元的水平，即使它继续大幅增长。蔚来汽车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模式和在国内市场尤其知名的强大品牌，处于有利的增长位置。</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>还需要注意的是，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个水平，也根本不能保证两家公司的市值相似。到那时，特斯拉的估值可能会更高，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年内价值数千亿美元，就像特斯拉一样，但这根本不能保证。即使发生了这种情况，到那时特斯拉的价值可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入还是卖出的好股票？</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大或高估值并不重要。相反，投资者应该问问自己，未来几年他们可以预期的总回报是多少，以及这些预期回报相对于蔚来商业模式的风险是否足够高。关于这些风险，值得一提的是，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更换而处于相对有利的地位，我相信这是一个强大的卖点。最后但并非最不重要的一点是，该公司对中国本土市场的依赖是一个应牢记的潜在风险，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宽容。</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，即使是大众或福特等拥有有吸引力的电动汽车产品的传统厂商也能享受巨大的折扣。但如果想投资电动汽车 pureplay，蔚来似乎并不是一个糟糕的选择。该公司结合了强大的品牌、独特的 BaaS 产品、高增长率以及与电动汽车之王特斯拉的估值相比折扣的股票交易。蔚来的收入略高于 2025 年的 3 倍，与其他电动汽车纯电动汽车相比似乎并不算太贵，尽管当然，这仍然代表着与传统厂商相比的溢价。如果蔚来能够很好地执行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负面影响，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电动汽车 pureplay，蔚来仍然很有价值。</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>让我们来看看蔚来与今天的特斯拉相比如何，蔚来独特的卖点，以及两家公司之间的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不算太贵。</li><li>然而，蔚来并不是一只低风险股票，它可能不是每个人的好选择。投资者还应该考虑蔚来汽车相对于传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock 来自盖蒂图片社</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（蔚来）是中国领先的电动汽车企业之一，通过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，如今该公司的规模仍然远小于目前引领全球电动汽车市场的特斯拉 (TSLA)。蔚来目前专注于国内市场，特斯拉还是一家小公司时也是如此，但蔚来也将努力在海外市场抢占市场份额。股价已经大幅上涨，但如果蔚来能够复制特斯拉的成功，这可能是完全合理的。</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电动汽车纯玩家的股价迅速上涨。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，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，这两家公司目前的股价均低于历史高点，该高点在 2021 年初触及，之后市场对电动汽车 pureplays 的情绪有所降温。</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>数据由YCharts提供</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价低约 30%。如果分析师界是正确的，那么蔚来在这里是一个更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的分析师目标价有很大的上涨空间。</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。这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，这两者是相似的，但在其他方面，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一直在发展其他一些业务，例如储能。特斯拉的大部分收入是通过销售电动汽车产生的，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，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆，特斯拉是众所周知的 S、X、3 和 Y，而蔚来则提供轿车 (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区别。</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>两家公司都为客户提供某种类型的充电基础设施，就特斯拉而言，这就是增压器网络，特斯拉车主可以在其中为汽车充电，功率高达 250kW，具体取决于安装的增压器版本。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充电站将电池更换为充满电的电池，这一过程只需几分钟，因此与特斯拉和其他电动汽车制造商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/更换时间方面具有优势，但应该注意的是，与蔚来的换电站相比，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所提供的产品相比，蔚来汽车的产品是一个独特的卖点。这是否最终会带来回报还有待观察，但随着电动汽车领域的竞争日益激烈，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>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。这是同比的强劲增长，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，我们会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 720 亿美元。在类似的增长率下，这将是完全有意义的，但看起来蔚来目前可能是更好的交易，因为它的估值相当，同时产生了更好的增长。未来几个季度尤其如此，特斯拉的增长预计将放缓：</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>数据由YCharts提供</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>预计特斯拉的收入将从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，蔚来预计其收入将在 2021 年至 2023 年间从 54 亿美元激增至 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超过特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家公司来说，保持巨大的增长率变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加 50% 以上的收入是不可能永远的。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。但投资者仍然应该考虑这个重要事实——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 年收入预期为 226 亿美元，比 2023 年预期再增长 80%，比分析师对 2021 年的预测增长 320%。与此同时，特斯拉预计 2025 年收入将达到 1225 亿美元，这是一个很大的数字，但比 2023 年增长相对较弱的 48%，比 2021 年总共增长 150%。因此，在 2021 年至 2025 年间，蔚来的收入将增长 4 倍，而特斯拉的收入将增长 2.5 倍——在其他条件相同的情况下，这是一个有意义的差异，应该可以让蔚来获得溢价估值，就像特斯拉值得拥有与大众汽车等传统参与者相比的溢价估值（OTCPK：VWAGY）。</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>将 2025 年的收入预测与两家公司目前的估值进行比较，我们发现蔚来的交易价格为 2025 年销售额的 3.2 倍，而特斯拉的 2025 年销售额倍数为 5.2。对于长期投资者来说，蔚来目前似乎更有价值，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，即使是 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，即使其股票绝对不便宜。</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范围。如今，蔚来比特斯拉小得多，因此理所当然地以较小的市值进行交易。还应该指出的是，不能保证特斯拉的股票是电动汽车公司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，有些人会认为股票价格被低估，这也是可能性之一，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 亿美元左右的市值，那么蔚来最终也可能达到这个目标，尽管不是在短期内。蔚来今年将销售约 9 万辆汽车，到 2025 年这一数字应该会增长到约 40 万辆。如果蔚来的销量在这一点后每年增长 15%，那么到 2030 年（即 9 年后），它可能会售出约 80 万辆汽车。如果想要假设更快的增长，每年 80 万辆汽车的大关也可能在 2030 年之前跨过，例如在 2028 年或 2029 年。如果我们现在真的选择 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，我相信还远未确定。就我个人而言，看到特斯拉的估值压缩不会太惊讶，因此蔚来在 2030 年的市值可能远低于 6000 亿美元的水平，即使它继续大幅增长。蔚来汽车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模式和在国内市场尤其知名的强大品牌，处于有利的增长位置。</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>还需要注意的是，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个水平，也根本不能保证两家公司的市值相似。到那时，特斯拉的估值可能会更高，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年内价值数千亿美元，就像特斯拉一样，但这根本不能保证。即使发生了这种情况，到那时特斯拉的价值可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入还是卖出的好股票？</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大或高估值并不重要。相反，投资者应该问问自己，未来几年他们可以预期的总回报是多少，以及这些预期回报相对于蔚来商业模式的风险是否足够高。关于这些风险，值得一提的是，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更换而处于相对有利的地位，我相信这是一个强大的卖点。最后但并非最不重要的一点是，该公司对中国本土市场的依赖是一个应牢记的潜在风险，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宽容。</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，即使是大众或福特等拥有有吸引力的电动汽车产品的传统厂商也能享受巨大的折扣。但如果想投资电动汽车 pureplay，蔚来似乎并不是一个糟糕的选择。该公司结合了强大的品牌、独特的 BaaS 产品、高增长率以及与电动汽车之王特斯拉的估值相比折扣的股票交易。蔚来的收入略高于 2025 年的 3 倍，与其他电动汽车纯电动汽车相比似乎并不算太贵，尽管当然，这仍然代表着与传统厂商相比的溢价。如果蔚来能够很好地执行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负面影响，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电动汽车 pureplay，蔚来仍然很有价值。</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":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}