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LioLCK
2021-12-29
👍
抱歉，原内容已删除
LioLCK
2021-12-28
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LioLCK
2021-12-19
GoNio !!!
Nio unveils new model and talks power at Nio Day event
LioLCK
2021-12-01
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LioLCK
2021-11-23
Hmm...
Lucid Motors Is Set Up To Surpass Tesla
LioLCK
2021-11-22
Ok
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!!!","listText":"GoNio !!!","text":"GoNio !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693004649","repostId":"1170599515","repostType":2,"repost":{"id":"1170599515","pubTimestamp":1639872378,"share":"https://www.laohu8.com/m/news/1170599515?lang=&edition=full","pubTime":"2021-12-19 08:06","market":"us","language":"en","title":"Nio unveils new model and talks power at Nio Day event","url":"https://stock-news.laohu8.com/highlight/detail?id=1170599515","media":"Seeking Alpha","summary":"$Nio $ unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\". The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenar","content":"<p><a href=\"https://laohu8.com/S/NIO\">Nio </a> unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.</p>\n<p>The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"</p>\n<p>Customers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.</p>\n<p>The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.</p>\n<p>Other highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.</p>\n<p>Watch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.</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 unveils new model and talks power at Nio Day event</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio unveils new model and talks power at Nio Day event\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-19 08:06 GMT+8 <a href=https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.\nThe automaker says the ET5 draws on...</p>\n\n<a href=\"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170599515","content_text":"Nio unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.\nThe automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"\nCustomers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.\nThe ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.\nOther highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.\nWatch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603073870,"gmtCreate":1638346414554,"gmtModify":1638346414689,"author":{"id":"3581983815933718","authorId":"3581983815933718","name":"LioLCK","avatar":"https://static.tigerbbs.com/957f97dddbf2fa1647de2a57e0922b4b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603073870","repostId":"1152834981","repostType":2,"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875536045,"gmtCreate":1637667004962,"gmtModify":1637667009649,"author":{"id":"3581983815933718","authorId":"3581983815933718","name":"LioLCK","avatar":"https://static.tigerbbs.com/957f97dddbf2fa1647de2a57e0922b4b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Hmm... ","listText":"Hmm... ","text":"Hmm...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875536045","repostId":"1170981862","repostType":2,"repost":{"id":"1170981862","pubTimestamp":1637656549,"share":"https://www.laohu8.com/m/news/1170981862?lang=&edition=full","pubTime":"2021-11-23 16:35","market":"us","language":"en","title":"Lucid Motors Is Set Up To Surpass Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1170981862","media":"seekingalpha","summary":"First-movers are often assumed to carry a lasting advantage. This is not the case and, especially with the EV market, the first-mover advantage is not a powerful long-term asset.Tesla’s success has made Lucid’s challenge far more effective than it otherwise would’ve been, creating a market for the car and the investor interest required to fund the company.Lucid looks to be a far more nimble company than Tesla, allowing it to take the industry’s rapid evolution in stride, with a superior vehicle ","content":"<p>Summary</p>\n<ul>\n <li>First-movers are often assumed to carry a lasting advantage. This is not the case and, especially with the EV market, the first-mover advantage is not a powerful long-term asset.</li>\n <li>Tesla’s success has made Lucid’s challenge far more effective than it otherwise would’ve been, creating a market for the car and the investor interest required to fund the company.</li>\n <li>Lucid looks to be a far more nimble company than Tesla, allowing it to take the industry’s rapid evolution in stride, with a superior vehicle platform.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/876e502aba19c09f0db1a83835e9bcd9\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\"><span>Spencer Platt/Getty Images News</span></p>\n<p>Lucid Motors (LCID) only recently began delivering its first vehicles to customers, yet it has already received the laurels of MotorTrend’s 2022 Car of the Year. The vehicle’sindustry-leading drivetrain technology, great design, and solid build quality earned it that title. Yet, Tesla (TSLA) remains the king of the EV. Of course, one car with limited volume isn’t going to change anything, though that’s not the way things are set to stay.I wrote on Lucid’s growth prospects some time ago, so that’s not the focus of today’s article. Instead, I’m here to discuss why Lucid Motors is well-positioned to surpass Tesla due to a rapidly eroding first-mover advantage. In an article on TeslaI published earlier this year, I discussed how the brand’s cache is already starting to slip. While we can sit here and debate that General Motors (GM) was actually the first EV manufacturer with its EV1 back in the ’90s, I think we all know that Tesla really earned that title. This article will discuss why that may not be such a good thing.</p>\n<p>The First-Mover Fallacy</p>\n<p>Oftentimes, the first-mover in a major new market is identified as said market’s future leader. It’s easy to see why, as they’re often associated with the market that they’ve created. Yet, think web browser and you probably think of Alphabet’s (GOOG) Google Chrome. Think of email, you’re again most likely going to think of a Google product -- this time Gmail. Social media? Facebook (FB). Cell phone? iPhone. You get the idea. What’s one thing all of these different products have in common? None of them were the first to market. Yet, despite this, they’ve all become the pinnacle of each of their respective markets.</p>\n<p>So, the big question is “Why?” Why are none of these transformative first-movers the leaders of their industry? Well, there’s not really one blanket answer.A 2005 publication to The Harvard Business Review discusses the idea of this fallacy.</p>\n<blockquote>\n “But for every academic study proving that first-mover advantages exist, there is a study proving they do not. While some well-known first-movers, such as Gillette in safety razors and Sony in personal stereos, have enjoyed considerable success, others, such as Xerox in fax machines and eToys in Internet retailing, have failed. We have found that the differences in outcome are not random—that first-mover status can confer advantages, but it does not do so categorically. Much depends on the circumstances in which it is sought.”\n</blockquote>\n<p>I find this last sentence to be particularly powerful, as every industry is vastly different and allows for alternate outcomes. There will always be some level of unpredictability, dumb luck if you will, though The Harvard Business Review identified two factors that seem to reliably indicate whether or not the first-mover advantage will last. “The pace at which the technology of the product in question is evolving and the pace at which the market for that product is expanding” are these two critical factors.</p>\n<p>The rate of innovation in the EV sector is currently one of the most impressive global efforts I’ve ever seen, as is the rate at which the market is expanding.Since 2015, global sales of EVs have grown at an average rate of 50%. Yet, this is heating up. Global EV sales in 2021are expected to rise 83% over last year, increasing the rate of adoption as more options flood the market. In order for first-movers to be successful, there needs to be substantial interest in the market. This plays into Tesla’s hands. However, the extreme level of growth in the market necessitates more competition. This opens the door for others to combat Tesla.</p>\n<p>Let’s come back to the idea of rapid innovation as well. Companies likeNano One(OTCPK:NNOMF) andSES(IVAN), both of which I’ve covered, are looking to introduce industry-shifting innovations. They’re not alone either. CATL, a Chinese battery producer, is on the verge of becoming the country’s second-largest company. CATL is on pace to spend nearly $1 billion on R&D this year, up 115% over the first half of last year. In this market of rapid innovation, it is nigh on impossible for any one company to stay at the forefront.</p>\n<p>The EV industry has failed what The Harvard Business review deemed the two most important litmus tests in determining whether a first-mover truly has any advantage. Not great news for the incumbent leader, Tesla. Though, I argue that there is more that can bring down the power of a first-mover. Complacency can create opportunities for others to thrive. In the next section, I will discuss how Tesla’s complacency, as well as a few other factors, mean that there are more reasons than a highly innovative and quickly-growing market for Tesla to fall.</p>\n<p>Where Tesla’s Faltering</p>\n<p>I think that there’s no question Lucid owes a majority of its early success to Tesla. Tesla essentially created the market for Lucid and, maybe even more importantly, got investors to pay attention to them. All of that attention allowed Lucid Motors to raise $4.4 billion in its SPAC merger with Churchill Capital. That money was enough for Lucid to bring the Air to market, continue development work on its SUV, and expand its production footprint. That’s something that Tesla never had and will be immensely powerful for Lucid Motors. Now, I’m not saying that Lucid has an easy road to mass production, far from it, but there’s no question that it’s easier than Tesla’s was. This is the first stage in which Lucid is benefiting from Tesla’s prior struggles.</p>\n<p>Though, a good start means nothing if the company can’t build on it. This is where I believe that Tesla is simply holding the door open for Lucid Motors. Tesla has seemingly become lazy and no longer has that fire to continue innovating. I can’t say I blame them, they’ve got several years on their closest competition and their cars are some of the best in the category. Well, perhaps before the Air came to market.</p>\n<p>The quality control issues that plagued Tesla in its early days were an issue, though forgivable given the company’s tumultuous path to production. Yet, there are still a number of reports concerning poor build quality. These issues are even present on the company’s $130,000 Model S Plaid. At this point, these issues are inexcusable. Especially on a $130,000 car. Lucid has worked hard to make sure it avoided making the same mistakes, even delaying initial production to do so, and it’s paid off. We’ll have to wait and see if a larger sample size produces the same result but, so far, the quality of the Air looks to be on par with its luxury price tag.</p>\n<p>The other major area that Tesla seems to be lacking in is powertrain development. Having just released a car that goes 0-60 in less than two seconds, this may seem like a bit of an unjustified claim. But that’s not the only way to measure the capability of a powertrain. In an older article, I reviewed the quality of Lucid’s core product offering. That article focused on its powertrain efficiency. The Air is capable of up to 520 miles of range, at an efficiency of 4.64 miles/kWh (the electric equivalent to miles/gallon). Granted, this is for the company’s Grand Touring trim,which costs a whopping $139,000. The base version of the Air, which costs $77,400, has an efficiency of 5.41 miles/kWh, traveling 406 miles on a single charge (using an estimated battery size of75 kWh). Tesla’s Long Range Model S, which travels412 miles on a single charge, is Tesla’s most efficient vehicle with an efficiency of 4.12 miles/kWh. I’m not going to get into the specifics on how this was achieved, as this was all explained in that previous article. For our purposes here, it’s just important to understand that it <i>was</i> done.</p>\n<p>Now, it’s easy to point to Tesla’s batteries and say that they’re the most advanced in the world. I wouldn’t argue with you there, though I’m not sure that’ll be the case for very long. It’s already becoming far less obvious than it once was, as improvements become increasingly more iterative and less significant. Essentially, Tesla’s stuck making small incremental changes while its competitors, which once were far behind, have had the chance to catch up. The company hopes that its new 4680 cells will give it the next big leap, but I think they’re moving in the wrong direction. Below is a visual representation, a top-down view of what a Tesla battery pack looks like.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfb24c19eee013cc09407af804bcfc65\" tg-width=\"757\" tg-height=\"521\" referrerpolicy=\"no-referrer\"><span>Source: Author’s Creation</span></p>\n<p>All of the red space you see is wasted space. Trying to fit a bunch of cylinders in a rectangular container is always going to be inefficient. Hence, from a volumetric density perspective, the prismatic cell architecture is superior. In vehicles, where space is a premium, volumetric density is a critical performance benchmark. Though, I think that this speaks to a larger issue in Tesla’s battery cell development. Ina previous article, I discussed how Tesla’s batteries are becoming a liability. The company’s unwillingness to consider lithium metal batteries as the next generation of lithium-ion batteries could see the company’s battery advantage completely erode by the end of the decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9f51e943a3340831639c2db1513cc4a\" tg-width=\"1280\" tg-height=\"486\" referrerpolicy=\"no-referrer\"><span>Source:C&EN</span></p>\n<p>The fact that Lucid isn’t reliant upon their own battery technology means that it is far more nimble during this time of significant battery iteration. As noted in the above section, the EV industry is likely to be driven by a series of disruptive technologies through the foreseeable future, and a company that is easily able to consistently pivot to these disruptive technologies has a better chance of staying on top of the market. To give Tesla credit, its cells are some of the best on the market. However, it’s hard to stay at the top of two different fields, car design and battery design, and the desire to do so often results in failure. The fact that Lucid walloped Tesla in drivetrain efficiency speaks to the fact that Tesla is no longer engineering the best electric vehicles and all signs point to Tesla’s battery advantage dwindling.</p>\n<p>Investor Takeaway</p>\n<p>Look, I don’t think that Tesla, or Lucid Motors for that matter, should be valued close to where they are today but the fact of the matter is that they are. If Lucid will ultimately be the stronger of the two, take that as you will. I won’t pretend that I can predict the flow of the market with companies like Tesla and Lucid, which trade so far removed from any fundamentals, but I do think that time will prove that Lucid is the better of the two companies.</p>\n<p>Ignoring share prices, Lucid Motors is gearing up for some pretty extreme growth. The company has a lot of cash on hand and is using it to invest in growing its production and product offerings. Similar to Tesla, Lucid plans to introduce mass-market vehicles after its niche offerings begin generating capital and brand awareness. As the disclosure below notes, I own shares of Lucid Motors. This may seem strange, as I just said that their fundamentals don’t come close to justifying their valuation. Though, when shares were under $20, it was far more appealing. To be completely honest, at this stage, I’m just holding to see where it goes.</p>","source":"seekingalpha","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>Lucid Motors Is Set Up To Surpass Tesla</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLucid Motors Is Set Up To Surpass Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-23 16:35 GMT+8 <a href=https://seekingalpha.com/article/4471273-lucid-motors-lcid-stock-surpass-tesla><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nFirst-movers are often assumed to carry a lasting advantage. This is not the case and, especially with the EV market, the first-mover advantage is not a powerful long-term asset.\nTesla’s ...</p>\n\n<a href=\"https://seekingalpha.com/article/4471273-lucid-motors-lcid-stock-surpass-tesla\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","LCID":"Lucid Group Inc"},"source_url":"https://seekingalpha.com/article/4471273-lucid-motors-lcid-stock-surpass-tesla","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1170981862","content_text":"Summary\n\nFirst-movers are often assumed to carry a lasting advantage. This is not the case and, especially with the EV market, the first-mover advantage is not a powerful long-term asset.\nTesla’s success has made Lucid’s challenge far more effective than it otherwise would’ve been, creating a market for the car and the investor interest required to fund the company.\nLucid looks to be a far more nimble company than Tesla, allowing it to take the industry’s rapid evolution in stride, with a superior vehicle platform.\n\nSpencer Platt/Getty Images News\nLucid Motors (LCID) only recently began delivering its first vehicles to customers, yet it has already received the laurels of MotorTrend’s 2022 Car of the Year. The vehicle’sindustry-leading drivetrain technology, great design, and solid build quality earned it that title. Yet, Tesla (TSLA) remains the king of the EV. Of course, one car with limited volume isn’t going to change anything, though that’s not the way things are set to stay.I wrote on Lucid’s growth prospects some time ago, so that’s not the focus of today’s article. Instead, I’m here to discuss why Lucid Motors is well-positioned to surpass Tesla due to a rapidly eroding first-mover advantage. In an article on TeslaI published earlier this year, I discussed how the brand’s cache is already starting to slip. While we can sit here and debate that General Motors (GM) was actually the first EV manufacturer with its EV1 back in the ’90s, I think we all know that Tesla really earned that title. This article will discuss why that may not be such a good thing.\nThe First-Mover Fallacy\nOftentimes, the first-mover in a major new market is identified as said market’s future leader. It’s easy to see why, as they’re often associated with the market that they’ve created. Yet, think web browser and you probably think of Alphabet’s (GOOG) Google Chrome. Think of email, you’re again most likely going to think of a Google product -- this time Gmail. Social media? Facebook (FB). Cell phone? iPhone. You get the idea. What’s one thing all of these different products have in common? None of them were the first to market. Yet, despite this, they’ve all become the pinnacle of each of their respective markets.\nSo, the big question is “Why?” Why are none of these transformative first-movers the leaders of their industry? Well, there’s not really one blanket answer.A 2005 publication to The Harvard Business Review discusses the idea of this fallacy.\n\n “But for every academic study proving that first-mover advantages exist, there is a study proving they do not. While some well-known first-movers, such as Gillette in safety razors and Sony in personal stereos, have enjoyed considerable success, others, such as Xerox in fax machines and eToys in Internet retailing, have failed. We have found that the differences in outcome are not random—that first-mover status can confer advantages, but it does not do so categorically. Much depends on the circumstances in which it is sought.”\n\nI find this last sentence to be particularly powerful, as every industry is vastly different and allows for alternate outcomes. There will always be some level of unpredictability, dumb luck if you will, though The Harvard Business Review identified two factors that seem to reliably indicate whether or not the first-mover advantage will last. “The pace at which the technology of the product in question is evolving and the pace at which the market for that product is expanding” are these two critical factors.\nThe rate of innovation in the EV sector is currently one of the most impressive global efforts I’ve ever seen, as is the rate at which the market is expanding.Since 2015, global sales of EVs have grown at an average rate of 50%. Yet, this is heating up. Global EV sales in 2021are expected to rise 83% over last year, increasing the rate of adoption as more options flood the market. In order for first-movers to be successful, there needs to be substantial interest in the market. This plays into Tesla’s hands. However, the extreme level of growth in the market necessitates more competition. This opens the door for others to combat Tesla.\nLet’s come back to the idea of rapid innovation as well. Companies likeNano One(OTCPK:NNOMF) andSES(IVAN), both of which I’ve covered, are looking to introduce industry-shifting innovations. They’re not alone either. CATL, a Chinese battery producer, is on the verge of becoming the country’s second-largest company. CATL is on pace to spend nearly $1 billion on R&D this year, up 115% over the first half of last year. In this market of rapid innovation, it is nigh on impossible for any one company to stay at the forefront.\nThe EV industry has failed what The Harvard Business review deemed the two most important litmus tests in determining whether a first-mover truly has any advantage. Not great news for the incumbent leader, Tesla. Though, I argue that there is more that can bring down the power of a first-mover. Complacency can create opportunities for others to thrive. In the next section, I will discuss how Tesla’s complacency, as well as a few other factors, mean that there are more reasons than a highly innovative and quickly-growing market for Tesla to fall.\nWhere Tesla’s Faltering\nI think that there’s no question Lucid owes a majority of its early success to Tesla. Tesla essentially created the market for Lucid and, maybe even more importantly, got investors to pay attention to them. All of that attention allowed Lucid Motors to raise $4.4 billion in its SPAC merger with Churchill Capital. That money was enough for Lucid to bring the Air to market, continue development work on its SUV, and expand its production footprint. That’s something that Tesla never had and will be immensely powerful for Lucid Motors. Now, I’m not saying that Lucid has an easy road to mass production, far from it, but there’s no question that it’s easier than Tesla’s was. This is the first stage in which Lucid is benefiting from Tesla’s prior struggles.\nThough, a good start means nothing if the company can’t build on it. This is where I believe that Tesla is simply holding the door open for Lucid Motors. Tesla has seemingly become lazy and no longer has that fire to continue innovating. I can’t say I blame them, they’ve got several years on their closest competition and their cars are some of the best in the category. Well, perhaps before the Air came to market.\nThe quality control issues that plagued Tesla in its early days were an issue, though forgivable given the company’s tumultuous path to production. Yet, there are still a number of reports concerning poor build quality. These issues are even present on the company’s $130,000 Model S Plaid. At this point, these issues are inexcusable. Especially on a $130,000 car. Lucid has worked hard to make sure it avoided making the same mistakes, even delaying initial production to do so, and it’s paid off. We’ll have to wait and see if a larger sample size produces the same result but, so far, the quality of the Air looks to be on par with its luxury price tag.\nThe other major area that Tesla seems to be lacking in is powertrain development. Having just released a car that goes 0-60 in less than two seconds, this may seem like a bit of an unjustified claim. But that’s not the only way to measure the capability of a powertrain. In an older article, I reviewed the quality of Lucid’s core product offering. That article focused on its powertrain efficiency. The Air is capable of up to 520 miles of range, at an efficiency of 4.64 miles/kWh (the electric equivalent to miles/gallon). Granted, this is for the company’s Grand Touring trim,which costs a whopping $139,000. The base version of the Air, which costs $77,400, has an efficiency of 5.41 miles/kWh, traveling 406 miles on a single charge (using an estimated battery size of75 kWh). Tesla’s Long Range Model S, which travels412 miles on a single charge, is Tesla’s most efficient vehicle with an efficiency of 4.12 miles/kWh. I’m not going to get into the specifics on how this was achieved, as this was all explained in that previous article. For our purposes here, it’s just important to understand that it was done.\nNow, it’s easy to point to Tesla’s batteries and say that they’re the most advanced in the world. I wouldn’t argue with you there, though I’m not sure that’ll be the case for very long. It’s already becoming far less obvious than it once was, as improvements become increasingly more iterative and less significant. Essentially, Tesla’s stuck making small incremental changes while its competitors, which once were far behind, have had the chance to catch up. The company hopes that its new 4680 cells will give it the next big leap, but I think they’re moving in the wrong direction. Below is a visual representation, a top-down view of what a Tesla battery pack looks like.\nSource: Author’s Creation\nAll of the red space you see is wasted space. Trying to fit a bunch of cylinders in a rectangular container is always going to be inefficient. Hence, from a volumetric density perspective, the prismatic cell architecture is superior. In vehicles, where space is a premium, volumetric density is a critical performance benchmark. Though, I think that this speaks to a larger issue in Tesla’s battery cell development. Ina previous article, I discussed how Tesla’s batteries are becoming a liability. The company’s unwillingness to consider lithium metal batteries as the next generation of lithium-ion batteries could see the company’s battery advantage completely erode by the end of the decade.\nSource:C&EN\nThe fact that Lucid isn’t reliant upon their own battery technology means that it is far more nimble during this time of significant battery iteration. As noted in the above section, the EV industry is likely to be driven by a series of disruptive technologies through the foreseeable future, and a company that is easily able to consistently pivot to these disruptive technologies has a better chance of staying on top of the market. To give Tesla credit, its cells are some of the best on the market. However, it’s hard to stay at the top of two different fields, car design and battery design, and the desire to do so often results in failure. The fact that Lucid walloped Tesla in drivetrain efficiency speaks to the fact that Tesla is no longer engineering the best electric vehicles and all signs point to Tesla’s battery advantage dwindling.\nInvestor Takeaway\nLook, I don’t think that Tesla, or Lucid Motors for that matter, should be valued close to where they are today but the fact of the matter is that they are. If Lucid will ultimately be the stronger of the two, take that as you will. I won’t pretend that I can predict the flow of the market with companies like Tesla and Lucid, which trade so far removed from any fundamentals, but I do think that time will prove that Lucid is the better of the two companies.\nIgnoring share prices, Lucid Motors is gearing up for some pretty extreme growth. The company has a lot of cash on hand and is using it to invest in growing its production and product offerings. Similar to Tesla, Lucid plans to introduce mass-market vehicles after its niche offerings begin generating capital and brand awareness. As the disclosure below notes, I own shares of Lucid Motors. This may seem strange, as I just said that their fundamentals don’t come close to justifying their valuation. Though, when shares were under $20, it was far more appealing. To be completely honest, at this stage, I’m just holding to see where it goes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872282798,"gmtCreate":1637538771116,"gmtModify":1637538771224,"author":{"id":"3581983815933718","authorId":"3581983815933718","name":"LioLCK","avatar":"https://static.tigerbbs.com/957f97dddbf2fa1647de2a57e0922b4b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872282798","repostId":"2185829567","repostType":2,"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":603073870,"gmtCreate":1638346414554,"gmtModify":1638346414689,"author":{"id":"3581983815933718","authorId":"3581983815933718","name":"LioLCK","avatar":"https://static.tigerbbs.com/957f97dddbf2fa1647de2a57e0922b4b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603073870","repostId":"1152834981","repostType":2,"repost":{"id":"1152834981","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":1638341716,"share":"https://www.laohu8.com/m/news/1152834981?lang=&edition=full","pubTime":"2021-12-01 14:55","market":"us","language":"en","title":"Xpeng Motors and Li Auto stocks surged about 8% in Hong Kong","url":"https://stock-news.laohu8.com/highlight/detail?id=1152834981","media":"Tiger Newspress","summary":"Xpeng Motors and Li Auto stocks surged about 8% in Hong Kong.","content":"<p>Xpeng Motors and Li Auto stocks surged about 8% in Hong Kong.</p>\n<p><img src=\"https://static.tigerbbs.com/11b1e75777a44ae8d2bdda3018ae6e9a\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/e1d35662cdcaecbf4c05984cea835f5d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></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 Motors and Li Auto stocks surged about 8% in Hong Kong</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXpeng Motors and Li Auto stocks surged about 8% in Hong Kong\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">2021-12-01 14:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Xpeng Motors and Li Auto stocks surged about 8% in Hong Kong.</p>\n<p><img src=\"https://static.tigerbbs.com/11b1e75777a44ae8d2bdda3018ae6e9a\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/e1d35662cdcaecbf4c05984cea835f5d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02015":"理想汽车-W","09868":"小鹏汽车-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152834981","content_text":"Xpeng Motors and Li Auto stocks surged about 8% in Hong Kong.","news_type":1},"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696856733,"gmtCreate":1640668928722,"gmtModify":1640669324869,"author":{"id":"3581983815933718","authorId":"3581983815933718","name":"LioLCK","avatar":"https://static.tigerbbs.com/957f97dddbf2fa1647de2a57e0922b4b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696856733","repostId":"1199133469","repostType":2,"repost":{"id":"1199133469","pubTimestamp":1640657018,"share":"https://www.laohu8.com/m/news/1199133469?lang=&edition=full","pubTime":"2021-12-28 10:03","market":"us","language":"en","title":"NIO Stock Alert: What Is Going on With Nio Today?","url":"https://stock-news.laohu8.com/highlight/detail?id=1199133469","media":"InvestorPlace","summary":"Chinese electric vehicle maker Nio(NYSE:NIO) is attracting a great deal of attention today, amid spe","content":"<p>Chinese electric vehicle maker <b>Nio</b>(NYSE:<b><u>NIO</u></b>) is attracting a great deal of attention today, amid speculation that the automaker could be preparing to enter the U.S. Although shares have since reversed course, NIO stock slid nearly 2% today. It is also a top-trending stock on <i>Yahoo Finance</i>and social media today.</p>\n<p>Since U.S. EV sales are growing rapidly and Nio is seen by some as China’s version of <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>), Nio’s move into the U.S. could greatly boost its financial results down the road. Such a development, in turn, is likely to meaningfully lift NIO stock.</p>\n<p>Job Ads Lift NIO Stock</p>\n<p>Today’s buzz was sparked by advertisements for U.S.-based positions that Nio recently posted on LinkedIn. Specifically, the firm has posted ads for 46 positions in America. Many of the jobs focus on managing technical operations, including software development and autonomous driving.</p>\n<p>Among the U.S.-based positions that Niois currently seeking are Head of Architecture & Design, Head of Power Strategy, and Audio Systems Architect. Most of the positions are based in San Jose, California.</p>\n<p>A number of the advertisements went live a month ago, while others have been posted in recent days.</p>\n<p>But why do investors care? Several months ago, investors determined that Nio was preparing to enter Norway based on job ads from LinkedIn.</p>\n<p>Therefore, it’s reasonable to believe that, with the EV manufacturer posting ads for jobs in the U.S., it may be preparing to start selling its automobiles in America.</p>\n<p>Progress in Norway and China</p>\n<p>At the same time, Nio is making progress in its existing markets, which is likely to intrigue investors. Nio launched its ES8 sedan in Norway on Sept. 30. It’s planning to debut another electric sedan, the ET7, in the country in 2022. After Norway, Nio is expected to “gradually” enter additional markets in Europe.</p>\n<p>In China, Nio’s sales have been growing rapidly. For example, in November, it announced that its deliveries had soared 105.6% year over year to 10,878 EVs. In the first 11 months of the year, its deliveries jumped 120.4% YOY to 80,940 EVs.</p>\n<p>The Bottom Line</p>\n<p>Today’s news comes amid high interest by investors in both EV stocks and Chinese stocks. EV stocks have been an area of focus as sales rapidly ramp around the world and as many governments look to incentivize EV sales in order to reduce carbon emissions.</p>\n<p>Meanwhile, many investors have closely followed U.S.-listed Chinese stocks. It seems these two factors are also contributing to the interest in Nio shares today.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Alert: What Is Going on With Nio Today?</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Alert: What Is Going on With Nio Today?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 10:03 GMT+8 <a href=https://investorplace.com/2021/12/nio-stock-alert-what-is-going-on-with-nio-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese electric vehicle maker Nio(NYSE:NIO) is attracting a great deal of attention today, amid speculation that the automaker could be preparing to enter the U.S. Although shares have since reversed...</p>\n\n<a href=\"https://investorplace.com/2021/12/nio-stock-alert-what-is-going-on-with-nio-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2021/12/nio-stock-alert-what-is-going-on-with-nio-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199133469","content_text":"Chinese electric vehicle maker Nio(NYSE:NIO) is attracting a great deal of attention today, amid speculation that the automaker could be preparing to enter the U.S. Although shares have since reversed course, NIO stock slid nearly 2% today. It is also a top-trending stock on Yahoo Financeand social media today.\nSince U.S. EV sales are growing rapidly and Nio is seen by some as China’s version of Tesla(NASDAQ:TSLA), Nio’s move into the U.S. could greatly boost its financial results down the road. Such a development, in turn, is likely to meaningfully lift NIO stock.\nJob Ads Lift NIO Stock\nToday’s buzz was sparked by advertisements for U.S.-based positions that Nio recently posted on LinkedIn. Specifically, the firm has posted ads for 46 positions in America. Many of the jobs focus on managing technical operations, including software development and autonomous driving.\nAmong the U.S.-based positions that Niois currently seeking are Head of Architecture & Design, Head of Power Strategy, and Audio Systems Architect. Most of the positions are based in San Jose, California.\nA number of the advertisements went live a month ago, while others have been posted in recent days.\nBut why do investors care? Several months ago, investors determined that Nio was preparing to enter Norway based on job ads from LinkedIn.\nTherefore, it’s reasonable to believe that, with the EV manufacturer posting ads for jobs in the U.S., it may be preparing to start selling its automobiles in America.\nProgress in Norway and China\nAt the same time, Nio is making progress in its existing markets, which is likely to intrigue investors. Nio launched its ES8 sedan in Norway on Sept. 30. It’s planning to debut another electric sedan, the ET7, in the country in 2022. After Norway, Nio is expected to “gradually” enter additional markets in Europe.\nIn China, Nio’s sales have been growing rapidly. For example, in November, it announced that its deliveries had soared 105.6% year over year to 10,878 EVs. In the first 11 months of the year, its deliveries jumped 120.4% YOY to 80,940 EVs.\nThe Bottom Line\nToday’s news comes amid high interest by investors in both EV stocks and Chinese stocks. EV stocks have been an area of focus as sales rapidly ramp around the world and as many governments look to incentivize EV sales in order to reduce carbon emissions.\nMeanwhile, many investors have closely followed U.S.-listed Chinese stocks. It seems these two factors are also contributing to the interest in Nio shares today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693004649,"gmtCreate":1639920143847,"gmtModify":1639920143918,"author":{"id":"3581983815933718","authorId":"3581983815933718","name":"LioLCK","avatar":"https://static.tigerbbs.com/957f97dddbf2fa1647de2a57e0922b4b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"GoNio !!!","listText":"GoNio !!!","text":"GoNio !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693004649","repostId":"1170599515","repostType":2,"repost":{"id":"1170599515","pubTimestamp":1639872378,"share":"https://www.laohu8.com/m/news/1170599515?lang=&edition=full","pubTime":"2021-12-19 08:06","market":"us","language":"en","title":"Nio unveils new model and talks power at Nio Day event","url":"https://stock-news.laohu8.com/highlight/detail?id=1170599515","media":"Seeking Alpha","summary":"$Nio $ unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\". The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenar","content":"<p><a href=\"https://laohu8.com/S/NIO\">Nio </a> unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.</p>\n<p>The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"</p>\n<p>Customers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.</p>\n<p>The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.</p>\n<p>Other highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.</p>\n<p>Watch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.</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 unveils new model and talks power at Nio Day event</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio unveils new model and talks power at Nio Day event\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-19 08:06 GMT+8 <a href=https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.\nThe automaker says the ET5 draws on...</p>\n\n<a href=\"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170599515","content_text":"Nio unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.\nThe automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"\nCustomers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.\nThe ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.\nOther highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.\nWatch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875536045,"gmtCreate":1637667004962,"gmtModify":1637667009649,"author":{"id":"3581983815933718","authorId":"3581983815933718","name":"LioLCK","avatar":"https://static.tigerbbs.com/957f97dddbf2fa1647de2a57e0922b4b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Hmm... ","listText":"Hmm... ","text":"Hmm...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875536045","repostId":"1170981862","repostType":2,"repost":{"id":"1170981862","pubTimestamp":1637656549,"share":"https://www.laohu8.com/m/news/1170981862?lang=&edition=full","pubTime":"2021-11-23 16:35","market":"us","language":"en","title":"Lucid Motors Is Set Up To Surpass Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1170981862","media":"seekingalpha","summary":"First-movers are often assumed to carry a lasting advantage. This is not the case and, especially with the EV market, the first-mover advantage is not a powerful long-term asset.Tesla’s success has made Lucid’s challenge far more effective than it otherwise would’ve been, creating a market for the car and the investor interest required to fund the company.Lucid looks to be a far more nimble company than Tesla, allowing it to take the industry’s rapid evolution in stride, with a superior vehicle ","content":"<p>Summary</p>\n<ul>\n <li>First-movers are often assumed to carry a lasting advantage. This is not the case and, especially with the EV market, the first-mover advantage is not a powerful long-term asset.</li>\n <li>Tesla’s success has made Lucid’s challenge far more effective than it otherwise would’ve been, creating a market for the car and the investor interest required to fund the company.</li>\n <li>Lucid looks to be a far more nimble company than Tesla, allowing it to take the industry’s rapid evolution in stride, with a superior vehicle platform.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/876e502aba19c09f0db1a83835e9bcd9\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\"><span>Spencer Platt/Getty Images News</span></p>\n<p>Lucid Motors (LCID) only recently began delivering its first vehicles to customers, yet it has already received the laurels of MotorTrend’s 2022 Car of the Year. The vehicle’sindustry-leading drivetrain technology, great design, and solid build quality earned it that title. Yet, Tesla (TSLA) remains the king of the EV. Of course, one car with limited volume isn’t going to change anything, though that’s not the way things are set to stay.I wrote on Lucid’s growth prospects some time ago, so that’s not the focus of today’s article. Instead, I’m here to discuss why Lucid Motors is well-positioned to surpass Tesla due to a rapidly eroding first-mover advantage. In an article on TeslaI published earlier this year, I discussed how the brand’s cache is already starting to slip. While we can sit here and debate that General Motors (GM) was actually the first EV manufacturer with its EV1 back in the ’90s, I think we all know that Tesla really earned that title. This article will discuss why that may not be such a good thing.</p>\n<p>The First-Mover Fallacy</p>\n<p>Oftentimes, the first-mover in a major new market is identified as said market’s future leader. It’s easy to see why, as they’re often associated with the market that they’ve created. Yet, think web browser and you probably think of Alphabet’s (GOOG) Google Chrome. Think of email, you’re again most likely going to think of a Google product -- this time Gmail. Social media? Facebook (FB). Cell phone? iPhone. You get the idea. What’s one thing all of these different products have in common? None of them were the first to market. Yet, despite this, they’ve all become the pinnacle of each of their respective markets.</p>\n<p>So, the big question is “Why?” Why are none of these transformative first-movers the leaders of their industry? Well, there’s not really one blanket answer.A 2005 publication to The Harvard Business Review discusses the idea of this fallacy.</p>\n<blockquote>\n “But for every academic study proving that first-mover advantages exist, there is a study proving they do not. While some well-known first-movers, such as Gillette in safety razors and Sony in personal stereos, have enjoyed considerable success, others, such as Xerox in fax machines and eToys in Internet retailing, have failed. We have found that the differences in outcome are not random—that first-mover status can confer advantages, but it does not do so categorically. Much depends on the circumstances in which it is sought.”\n</blockquote>\n<p>I find this last sentence to be particularly powerful, as every industry is vastly different and allows for alternate outcomes. There will always be some level of unpredictability, dumb luck if you will, though The Harvard Business Review identified two factors that seem to reliably indicate whether or not the first-mover advantage will last. “The pace at which the technology of the product in question is evolving and the pace at which the market for that product is expanding” are these two critical factors.</p>\n<p>The rate of innovation in the EV sector is currently one of the most impressive global efforts I’ve ever seen, as is the rate at which the market is expanding.Since 2015, global sales of EVs have grown at an average rate of 50%. Yet, this is heating up. Global EV sales in 2021are expected to rise 83% over last year, increasing the rate of adoption as more options flood the market. In order for first-movers to be successful, there needs to be substantial interest in the market. This plays into Tesla’s hands. However, the extreme level of growth in the market necessitates more competition. This opens the door for others to combat Tesla.</p>\n<p>Let’s come back to the idea of rapid innovation as well. Companies likeNano One(OTCPK:NNOMF) andSES(IVAN), both of which I’ve covered, are looking to introduce industry-shifting innovations. They’re not alone either. CATL, a Chinese battery producer, is on the verge of becoming the country’s second-largest company. CATL is on pace to spend nearly $1 billion on R&D this year, up 115% over the first half of last year. In this market of rapid innovation, it is nigh on impossible for any one company to stay at the forefront.</p>\n<p>The EV industry has failed what The Harvard Business review deemed the two most important litmus tests in determining whether a first-mover truly has any advantage. Not great news for the incumbent leader, Tesla. Though, I argue that there is more that can bring down the power of a first-mover. Complacency can create opportunities for others to thrive. In the next section, I will discuss how Tesla’s complacency, as well as a few other factors, mean that there are more reasons than a highly innovative and quickly-growing market for Tesla to fall.</p>\n<p>Where Tesla’s Faltering</p>\n<p>I think that there’s no question Lucid owes a majority of its early success to Tesla. Tesla essentially created the market for Lucid and, maybe even more importantly, got investors to pay attention to them. All of that attention allowed Lucid Motors to raise $4.4 billion in its SPAC merger with Churchill Capital. That money was enough for Lucid to bring the Air to market, continue development work on its SUV, and expand its production footprint. That’s something that Tesla never had and will be immensely powerful for Lucid Motors. Now, I’m not saying that Lucid has an easy road to mass production, far from it, but there’s no question that it’s easier than Tesla’s was. This is the first stage in which Lucid is benefiting from Tesla’s prior struggles.</p>\n<p>Though, a good start means nothing if the company can’t build on it. This is where I believe that Tesla is simply holding the door open for Lucid Motors. Tesla has seemingly become lazy and no longer has that fire to continue innovating. I can’t say I blame them, they’ve got several years on their closest competition and their cars are some of the best in the category. Well, perhaps before the Air came to market.</p>\n<p>The quality control issues that plagued Tesla in its early days were an issue, though forgivable given the company’s tumultuous path to production. Yet, there are still a number of reports concerning poor build quality. These issues are even present on the company’s $130,000 Model S Plaid. At this point, these issues are inexcusable. Especially on a $130,000 car. Lucid has worked hard to make sure it avoided making the same mistakes, even delaying initial production to do so, and it’s paid off. We’ll have to wait and see if a larger sample size produces the same result but, so far, the quality of the Air looks to be on par with its luxury price tag.</p>\n<p>The other major area that Tesla seems to be lacking in is powertrain development. Having just released a car that goes 0-60 in less than two seconds, this may seem like a bit of an unjustified claim. But that’s not the only way to measure the capability of a powertrain. In an older article, I reviewed the quality of Lucid’s core product offering. That article focused on its powertrain efficiency. The Air is capable of up to 520 miles of range, at an efficiency of 4.64 miles/kWh (the electric equivalent to miles/gallon). Granted, this is for the company’s Grand Touring trim,which costs a whopping $139,000. The base version of the Air, which costs $77,400, has an efficiency of 5.41 miles/kWh, traveling 406 miles on a single charge (using an estimated battery size of75 kWh). Tesla’s Long Range Model S, which travels412 miles on a single charge, is Tesla’s most efficient vehicle with an efficiency of 4.12 miles/kWh. I’m not going to get into the specifics on how this was achieved, as this was all explained in that previous article. For our purposes here, it’s just important to understand that it <i>was</i> done.</p>\n<p>Now, it’s easy to point to Tesla’s batteries and say that they’re the most advanced in the world. I wouldn’t argue with you there, though I’m not sure that’ll be the case for very long. It’s already becoming far less obvious than it once was, as improvements become increasingly more iterative and less significant. Essentially, Tesla’s stuck making small incremental changes while its competitors, which once were far behind, have had the chance to catch up. The company hopes that its new 4680 cells will give it the next big leap, but I think they’re moving in the wrong direction. Below is a visual representation, a top-down view of what a Tesla battery pack looks like.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfb24c19eee013cc09407af804bcfc65\" tg-width=\"757\" tg-height=\"521\" referrerpolicy=\"no-referrer\"><span>Source: Author’s Creation</span></p>\n<p>All of the red space you see is wasted space. Trying to fit a bunch of cylinders in a rectangular container is always going to be inefficient. Hence, from a volumetric density perspective, the prismatic cell architecture is superior. In vehicles, where space is a premium, volumetric density is a critical performance benchmark. Though, I think that this speaks to a larger issue in Tesla’s battery cell development. Ina previous article, I discussed how Tesla’s batteries are becoming a liability. The company’s unwillingness to consider lithium metal batteries as the next generation of lithium-ion batteries could see the company’s battery advantage completely erode by the end of the decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9f51e943a3340831639c2db1513cc4a\" tg-width=\"1280\" tg-height=\"486\" referrerpolicy=\"no-referrer\"><span>Source:C&EN</span></p>\n<p>The fact that Lucid isn’t reliant upon their own battery technology means that it is far more nimble during this time of significant battery iteration. As noted in the above section, the EV industry is likely to be driven by a series of disruptive technologies through the foreseeable future, and a company that is easily able to consistently pivot to these disruptive technologies has a better chance of staying on top of the market. To give Tesla credit, its cells are some of the best on the market. However, it’s hard to stay at the top of two different fields, car design and battery design, and the desire to do so often results in failure. The fact that Lucid walloped Tesla in drivetrain efficiency speaks to the fact that Tesla is no longer engineering the best electric vehicles and all signs point to Tesla’s battery advantage dwindling.</p>\n<p>Investor Takeaway</p>\n<p>Look, I don’t think that Tesla, or Lucid Motors for that matter, should be valued close to where they are today but the fact of the matter is that they are. If Lucid will ultimately be the stronger of the two, take that as you will. I won’t pretend that I can predict the flow of the market with companies like Tesla and Lucid, which trade so far removed from any fundamentals, but I do think that time will prove that Lucid is the better of the two companies.</p>\n<p>Ignoring share prices, Lucid Motors is gearing up for some pretty extreme growth. The company has a lot of cash on hand and is using it to invest in growing its production and product offerings. Similar to Tesla, Lucid plans to introduce mass-market vehicles after its niche offerings begin generating capital and brand awareness. As the disclosure below notes, I own shares of Lucid Motors. This may seem strange, as I just said that their fundamentals don’t come close to justifying their valuation. Though, when shares were under $20, it was far more appealing. To be completely honest, at this stage, I’m just holding to see where it goes.</p>","source":"seekingalpha","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>Lucid Motors Is Set Up To Surpass Tesla</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLucid Motors Is Set Up To Surpass Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-23 16:35 GMT+8 <a href=https://seekingalpha.com/article/4471273-lucid-motors-lcid-stock-surpass-tesla><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nFirst-movers are often assumed to carry a lasting advantage. This is not the case and, especially with the EV market, the first-mover advantage is not a powerful long-term asset.\nTesla’s ...</p>\n\n<a href=\"https://seekingalpha.com/article/4471273-lucid-motors-lcid-stock-surpass-tesla\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","LCID":"Lucid Group Inc"},"source_url":"https://seekingalpha.com/article/4471273-lucid-motors-lcid-stock-surpass-tesla","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1170981862","content_text":"Summary\n\nFirst-movers are often assumed to carry a lasting advantage. This is not the case and, especially with the EV market, the first-mover advantage is not a powerful long-term asset.\nTesla’s success has made Lucid’s challenge far more effective than it otherwise would’ve been, creating a market for the car and the investor interest required to fund the company.\nLucid looks to be a far more nimble company than Tesla, allowing it to take the industry’s rapid evolution in stride, with a superior vehicle platform.\n\nSpencer Platt/Getty Images News\nLucid Motors (LCID) only recently began delivering its first vehicles to customers, yet it has already received the laurels of MotorTrend’s 2022 Car of the Year. The vehicle’sindustry-leading drivetrain technology, great design, and solid build quality earned it that title. Yet, Tesla (TSLA) remains the king of the EV. Of course, one car with limited volume isn’t going to change anything, though that’s not the way things are set to stay.I wrote on Lucid’s growth prospects some time ago, so that’s not the focus of today’s article. Instead, I’m here to discuss why Lucid Motors is well-positioned to surpass Tesla due to a rapidly eroding first-mover advantage. In an article on TeslaI published earlier this year, I discussed how the brand’s cache is already starting to slip. While we can sit here and debate that General Motors (GM) was actually the first EV manufacturer with its EV1 back in the ’90s, I think we all know that Tesla really earned that title. This article will discuss why that may not be such a good thing.\nThe First-Mover Fallacy\nOftentimes, the first-mover in a major new market is identified as said market’s future leader. It’s easy to see why, as they’re often associated with the market that they’ve created. Yet, think web browser and you probably think of Alphabet’s (GOOG) Google Chrome. Think of email, you’re again most likely going to think of a Google product -- this time Gmail. Social media? Facebook (FB). Cell phone? iPhone. You get the idea. What’s one thing all of these different products have in common? None of them were the first to market. Yet, despite this, they’ve all become the pinnacle of each of their respective markets.\nSo, the big question is “Why?” Why are none of these transformative first-movers the leaders of their industry? Well, there’s not really one blanket answer.A 2005 publication to The Harvard Business Review discusses the idea of this fallacy.\n\n “But for every academic study proving that first-mover advantages exist, there is a study proving they do not. While some well-known first-movers, such as Gillette in safety razors and Sony in personal stereos, have enjoyed considerable success, others, such as Xerox in fax machines and eToys in Internet retailing, have failed. We have found that the differences in outcome are not random—that first-mover status can confer advantages, but it does not do so categorically. Much depends on the circumstances in which it is sought.”\n\nI find this last sentence to be particularly powerful, as every industry is vastly different and allows for alternate outcomes. There will always be some level of unpredictability, dumb luck if you will, though The Harvard Business Review identified two factors that seem to reliably indicate whether or not the first-mover advantage will last. “The pace at which the technology of the product in question is evolving and the pace at which the market for that product is expanding” are these two critical factors.\nThe rate of innovation in the EV sector is currently one of the most impressive global efforts I’ve ever seen, as is the rate at which the market is expanding.Since 2015, global sales of EVs have grown at an average rate of 50%. Yet, this is heating up. Global EV sales in 2021are expected to rise 83% over last year, increasing the rate of adoption as more options flood the market. In order for first-movers to be successful, there needs to be substantial interest in the market. This plays into Tesla’s hands. However, the extreme level of growth in the market necessitates more competition. This opens the door for others to combat Tesla.\nLet’s come back to the idea of rapid innovation as well. Companies likeNano One(OTCPK:NNOMF) andSES(IVAN), both of which I’ve covered, are looking to introduce industry-shifting innovations. They’re not alone either. CATL, a Chinese battery producer, is on the verge of becoming the country’s second-largest company. CATL is on pace to spend nearly $1 billion on R&D this year, up 115% over the first half of last year. In this market of rapid innovation, it is nigh on impossible for any one company to stay at the forefront.\nThe EV industry has failed what The Harvard Business review deemed the two most important litmus tests in determining whether a first-mover truly has any advantage. Not great news for the incumbent leader, Tesla. Though, I argue that there is more that can bring down the power of a first-mover. Complacency can create opportunities for others to thrive. In the next section, I will discuss how Tesla’s complacency, as well as a few other factors, mean that there are more reasons than a highly innovative and quickly-growing market for Tesla to fall.\nWhere Tesla’s Faltering\nI think that there’s no question Lucid owes a majority of its early success to Tesla. Tesla essentially created the market for Lucid and, maybe even more importantly, got investors to pay attention to them. All of that attention allowed Lucid Motors to raise $4.4 billion in its SPAC merger with Churchill Capital. That money was enough for Lucid to bring the Air to market, continue development work on its SUV, and expand its production footprint. That’s something that Tesla never had and will be immensely powerful for Lucid Motors. Now, I’m not saying that Lucid has an easy road to mass production, far from it, but there’s no question that it’s easier than Tesla’s was. This is the first stage in which Lucid is benefiting from Tesla’s prior struggles.\nThough, a good start means nothing if the company can’t build on it. This is where I believe that Tesla is simply holding the door open for Lucid Motors. Tesla has seemingly become lazy and no longer has that fire to continue innovating. I can’t say I blame them, they’ve got several years on their closest competition and their cars are some of the best in the category. Well, perhaps before the Air came to market.\nThe quality control issues that plagued Tesla in its early days were an issue, though forgivable given the company’s tumultuous path to production. Yet, there are still a number of reports concerning poor build quality. These issues are even present on the company’s $130,000 Model S Plaid. At this point, these issues are inexcusable. Especially on a $130,000 car. Lucid has worked hard to make sure it avoided making the same mistakes, even delaying initial production to do so, and it’s paid off. We’ll have to wait and see if a larger sample size produces the same result but, so far, the quality of the Air looks to be on par with its luxury price tag.\nThe other major area that Tesla seems to be lacking in is powertrain development. Having just released a car that goes 0-60 in less than two seconds, this may seem like a bit of an unjustified claim. But that’s not the only way to measure the capability of a powertrain. In an older article, I reviewed the quality of Lucid’s core product offering. That article focused on its powertrain efficiency. The Air is capable of up to 520 miles of range, at an efficiency of 4.64 miles/kWh (the electric equivalent to miles/gallon). Granted, this is for the company’s Grand Touring trim,which costs a whopping $139,000. The base version of the Air, which costs $77,400, has an efficiency of 5.41 miles/kWh, traveling 406 miles on a single charge (using an estimated battery size of75 kWh). Tesla’s Long Range Model S, which travels412 miles on a single charge, is Tesla’s most efficient vehicle with an efficiency of 4.12 miles/kWh. I’m not going to get into the specifics on how this was achieved, as this was all explained in that previous article. For our purposes here, it’s just important to understand that it was done.\nNow, it’s easy to point to Tesla’s batteries and say that they’re the most advanced in the world. I wouldn’t argue with you there, though I’m not sure that’ll be the case for very long. It’s already becoming far less obvious than it once was, as improvements become increasingly more iterative and less significant. Essentially, Tesla’s stuck making small incremental changes while its competitors, which once were far behind, have had the chance to catch up. The company hopes that its new 4680 cells will give it the next big leap, but I think they’re moving in the wrong direction. Below is a visual representation, a top-down view of what a Tesla battery pack looks like.\nSource: Author’s Creation\nAll of the red space you see is wasted space. Trying to fit a bunch of cylinders in a rectangular container is always going to be inefficient. Hence, from a volumetric density perspective, the prismatic cell architecture is superior. In vehicles, where space is a premium, volumetric density is a critical performance benchmark. Though, I think that this speaks to a larger issue in Tesla’s battery cell development. Ina previous article, I discussed how Tesla’s batteries are becoming a liability. The company’s unwillingness to consider lithium metal batteries as the next generation of lithium-ion batteries could see the company’s battery advantage completely erode by the end of the decade.\nSource:C&EN\nThe fact that Lucid isn’t reliant upon their own battery technology means that it is far more nimble during this time of significant battery iteration. As noted in the above section, the EV industry is likely to be driven by a series of disruptive technologies through the foreseeable future, and a company that is easily able to consistently pivot to these disruptive technologies has a better chance of staying on top of the market. To give Tesla credit, its cells are some of the best on the market. However, it’s hard to stay at the top of two different fields, car design and battery design, and the desire to do so often results in failure. The fact that Lucid walloped Tesla in drivetrain efficiency speaks to the fact that Tesla is no longer engineering the best electric vehicles and all signs point to Tesla’s battery advantage dwindling.\nInvestor Takeaway\nLook, I don’t think that Tesla, or Lucid Motors for that matter, should be valued close to where they are today but the fact of the matter is that they are. If Lucid will ultimately be the stronger of the two, take that as you will. I won’t pretend that I can predict the flow of the market with companies like Tesla and Lucid, which trade so far removed from any fundamentals, but I do think that time will prove that Lucid is the better of the two companies.\nIgnoring share prices, Lucid Motors is gearing up for some pretty extreme growth. The company has a lot of cash on hand and is using it to invest in growing its production and product offerings. Similar to Tesla, Lucid plans to introduce mass-market vehicles after its niche offerings begin generating capital and brand awareness. As the disclosure below notes, I own shares of Lucid Motors. This may seem strange, as I just said that their fundamentals don’t come close to justifying their valuation. Though, when shares were under $20, it was far more appealing. To be completely honest, at this stage, I’m just holding to see where it goes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872282798,"gmtCreate":1637538771116,"gmtModify":1637538771224,"author":{"id":"3581983815933718","authorId":"3581983815933718","name":"LioLCK","avatar":"https://static.tigerbbs.com/957f97dddbf2fa1647de2a57e0922b4b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872282798","repostId":"2185829567","repostType":2,"repost":{"id":"2185829567","pubTimestamp":1637530612,"share":"https://www.laohu8.com/m/news/2185829567?lang=&edition=full","pubTime":"2021-11-22 05:36","market":"hk","language":"zh","title":"外媒头条：美联储或考虑加快步伐缩减购债规模","url":"https://stock-news.laohu8.com/highlight/detail?id=2185829567","media":"市场资讯","summary":" 短短几周前，美联储刚刚制定了计划，要有条不紊地缩减其庞大的购债规模，如今，这家美国央行似乎已打算考虑加快步伐。 三位决策者——副主席Richard Clarida、理事Christopher Waller和圣路易斯联储行长James Bullard——上周暗示，联邦公开市场委员会于12月14-15日开会时，可能会讨论加快减码的话题。“在该次会议上，讨论更大幅度缩减购债可能是合适的。” 他在旧金山联储的一个会议上表示，美国经济通胀存在“上行风险”。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、决策者上周齐齐发声 美联储可能会考虑加快步伐缩减购债规模</b>\n</blockquote>\n<blockquote>\n <b>2、通胀升至十年高位 英国央行行长担忧通胀将“持续升高更长时间”</b>\n</blockquote>\n<blockquote>\n <b>3、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>发内部信：员工有权自由讨论工资和工作条件</b>\n</blockquote>\n<blockquote>\n <b>4、分道扬镳 福特与Rivian取消联合开发电动汽车的计划</b>\n</blockquote>\n<blockquote>\n <b>5、美国基金KKR据悉斥资120亿美元将<a href=\"https://laohu8.com/S/TI\">意大利电信</a>私有化</b>\n</blockquote>\n<blockquote>\n <b>6、美联储主席人选的不确定性将阻碍抑制通胀的行动</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/739dac624ba2619ebd6a88acd0ab674e\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>决策者上周齐齐发声 美联储可能会考虑加快步伐缩减购债规模</b></p>\n<p>短短几周前，美联储刚刚制定了计划，要有条不紊地缩减其庞大的购债规模，如今，这家美国央行似乎已打算考虑加快步伐。</p>\n<p>三位决策者——副主席Richard Clarida、理事Christopher Waller和圣路易斯联储行长James Bullard——上周暗示，联邦公开市场委员会（FOMC）于12月14-15日开会时，可能会讨论加快减码的话题。</p>\n<p>“我会密切关注从现在起到12月会议之间的数据，”Clarida上周五表示。 “在该次会议上，讨论更大幅度缩减购债可能是合适的。”</p>\n<p>他在旧金山联储的一个会议上表示，美国经济通胀存在“上行风险”。</p>\n<p><img src=\"https://static.tigerbbs.com/81188e6313dd9fe22394f0a29845c370\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>通胀升至十年高位 英国央行行长担忧通胀将“持续升高更长时间”</b></p>\n<p>英国央行行长安德鲁·贝利（Andrew Bailey） 表示，他对通胀前景的担忧是，通胀可能会“升高更长时间”，但通胀也有可能不会像人们担心的那样持久。</p>\n<p>本月早些时候，英国央行预测通胀将在明年第二季度达到5% 左右，是官方目标的两倍多，原因是能源价格飙升和随着世界摆脱新冠肺炎疫情而出现供应瓶颈。</p>\n<p>贝利表示，他对通胀前景感到非常不安，他在 11 月 4 日投票决定维持利率不变，这是一次非常接近的决定。</p>\n<p>在贝利在 10 月底发表评论后，英国央行没有将利率从 0.1% 的历史低位上调，这让许多投资者措手不及，市场将其解读为即将加息的信号。</p>\n<p><img src=\"https://static.tigerbbs.com/5d68ec81ffd8b31cf7e1815cafeadf55\" tg-width=\"550\" tg-height=\"412\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>苹果发内部信：员工有权自由讨论工资和工作条件</b></p>\n<p>上周五，苹果公司向员工发出了一封令人惊讶的内部信：提醒员工可以自由讨论薪酬、工作时间和工作条件。</p>\n<p>该通知发出之际，一些员工敦促苹果采取更多措施，以确保公司内部不存在薪酬差异。</p>\n<p>根据媒体看到的这封信的副本，苹果公司在内部网站上的一篇帖子中表示，其政策不会阻止员工“畅所欲言”地谈论工作环境。</p>\n<p>“我们鼓励任何有顾虑的员工以他们觉得最舒服的方式提出问题，无论是内部还是外部，”帖子说。</p>\n<p>苹果的公司行为政策已经规定，不限制员工讨论薪水、工作时间和工作条件。</p>\n<p>苹果此前曾表示，它不会讨论具体的员工事务，并且“坚定地致力于创造和维护一个积极和包容的工作场所”。</p>\n<p><img src=\"https://static.tigerbbs.com/09d003c5a63a8280a59322d65cdca153\" tg-width=\"550\" tg-height=\"362\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>分道扬镳 福特与Rivian取消联合开发电动汽车的计划</b></p>\n<p><a href=\"https://laohu8.com/S/F\">福特汽车</a>和 Rivian两家公司证实，不再计划共同开发电动汽车。</p>\n<p>福特汽车 2019 年向 Rivian 投资 5 亿美元时，两家公司最初宣布将开发一款联合汽车。他们表示，这将用于福特的<a href=\"https://laohu8.com/S/DLX\">豪华</a>林肯品牌，然后在去年取消了这一计划。福特当时表示，汽车制造商仍将寻求其他合作机会。</p>\n<p>福特发言人表示，这些计划现在也已被取消。他表示，该公司继续与 Rivian 保持联系，其中包括持有后者 12% 的股份。自11月10日上市以来，Rivian的市值已膨胀至约1100亿美元，超过了118年历史的福特，截止至11月19日美股收盘，福特市值约为774亿美元。这一股份的价值超过 100 亿美元。</p>\n<p>现在市值远高于福特的 Rivian 确认终止计划。</p>\n<p><img src=\"https://static.tigerbbs.com/ee1cd55996876b265c560cd61a238736\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>美国基金KKR据悉斥资120亿美元将<a href=\"https://laohu8.com/S/TI.A\">意大利电信</a>私有化</b></p>\n<p><a href=\"https://laohu8.com/S/0H6I.UK\">意大利电信</a> （TIM） 周日表示，其董事会已经审查了美国基金KKR 的一项非约束性提案，该提案旨在将意大利最大的电话集团私有化，该集团估值为 108 亿欧元（120 亿美元）。</p>\n<p>KKR 的提议将比 TIM 周五普通股的收盘价溢价 45.7%。</p>\n<p>去年，Gubitosi 以 18 亿欧元的价格引入了 KKR，使得KKR基金获得了 FiberCop 37.5% 的股份。</p>\n<p>TIM 的固网业务是其最宝贵的资产，被视为具有战略意义的业务。</p>\n<p>消息人士称，意大利政府意识到有必要在需要加大投资并保护其 42500 名家政工人的时候支持这个负债累累的集团。</p>\n<p><img src=\"https://static.tigerbbs.com/3c550703af2b370354d58f9e68c0a3b8\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>美联储主席人选的不确定性将阻碍抑制通胀的行动</b></p>\n<p>美国参议院一民主党人表示，由谁来执掌美联储的不确定性限制了遏制美国通胀的行动，并敦促总统乔拜登重新提名美联储主席杰罗姆鲍威尔连任。</p>\n<p>蒙大拿州参议员乔恩·泰斯特周日表示：“我认为我们有一些围绕通胀的问题需要解决”，鲍威尔“需要被任命”。</p>\n<p>“我们需要确认他。我认为如果总统任命他（鲍威尔），然后他就可以担任美联储主席，像过去那样做好工作。”</p>\n<p>此前有报道称，拜登已经为这份工作分别会见了鲍威尔和美联储理事布雷纳德，预计他将在感恩节前做出决定。</p>","source":"sina_us","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>外媒头条：美联储或考虑加快步伐缩减购债规模</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外媒头条：美联储或考虑加快步伐缩减购债规模\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-22 05:36 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-11-22/doc-iktzscyy6951219.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、决策者上周齐齐发声 美联储可能会考虑加快步伐缩减购债规模\n\n\n2、通胀升至十年高位 英国央行行长担忧通胀将“持续升高更长时间”\n\n\n3、苹果发内部信：员工有权自由讨论工资和工作条件\n\n\n4、分道扬镳 福特与Rivian取消联合开发电动汽车的计划\n\n\n5、美国基金KKR据悉斥资120亿美元将意大利电信私有化\n\n\n6、美联储主席人选的不确定性将阻碍...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-11-22/doc-iktzscyy6951219.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/739dac624ba2619ebd6a88acd0ab674e","relate_stocks":{"161125":"标普500","513500":"标普500ETF","DDM":"道指两倍做多ETF","SQQQ":"纳指三倍做空ETF","SH":"标普500反向ETF","SDS":"两倍做空标普500ETF","DOG":"道指反向ETF","BK4559":"巴菲特持仓","DJX":"1/100道琼斯","SPXU":"三倍做空标普500ETF","BK4550":"红杉资本持仓","DXD":"道指两倍做空ETF","QID":"纳指两倍做空ETF","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","OEF":"标普100指数ETF-iShares","IVV":"标普500指数ETF","BK4504":"桥水持仓","PSQ":"纳指反向ETF","SSO":"两倍做多标普500ETF","QQQ":"纳指100ETF","QLD":"纳指两倍做多ETF","TQQQ":"纳指三倍做多ETF","SDOW":"道指三倍做空ETF-ProShares",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","OEX":"标普100","BK4534":"瑞士信贷持仓"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-11-22/doc-iktzscyy6951219.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2185829567","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、决策者上周齐齐发声 美联储可能会考虑加快步伐缩减购债规模\n\n\n2、通胀升至十年高位 英国央行行长担忧通胀将“持续升高更长时间”\n\n\n3、苹果发内部信：员工有权自由讨论工资和工作条件\n\n\n4、分道扬镳 福特与Rivian取消联合开发电动汽车的计划\n\n\n5、美国基金KKR据悉斥资120亿美元将意大利电信私有化\n\n\n6、美联储主席人选的不确定性将阻碍抑制通胀的行动\n\n\n决策者上周齐齐发声 美联储可能会考虑加快步伐缩减购债规模\n短短几周前，美联储刚刚制定了计划，要有条不紊地缩减其庞大的购债规模，如今，这家美国央行似乎已打算考虑加快步伐。\n三位决策者——副主席Richard Clarida、理事Christopher Waller和圣路易斯联储行长James Bullard——上周暗示，联邦公开市场委员会（FOMC）于12月14-15日开会时，可能会讨论加快减码的话题。\n“我会密切关注从现在起到12月会议之间的数据，”Clarida上周五表示。 “在该次会议上，讨论更大幅度缩减购债可能是合适的。”\n他在旧金山联储的一个会议上表示，美国经济通胀存在“上行风险”。\n\n通胀升至十年高位 英国央行行长担忧通胀将“持续升高更长时间”\n英国央行行长安德鲁·贝利（Andrew Bailey） 表示，他对通胀前景的担忧是，通胀可能会“升高更长时间”，但通胀也有可能不会像人们担心的那样持久。\n本月早些时候，英国央行预测通胀将在明年第二季度达到5% 左右，是官方目标的两倍多，原因是能源价格飙升和随着世界摆脱新冠肺炎疫情而出现供应瓶颈。\n贝利表示，他对通胀前景感到非常不安，他在 11 月 4 日投票决定维持利率不变，这是一次非常接近的决定。\n在贝利在 10 月底发表评论后，英国央行没有将利率从 0.1% 的历史低位上调，这让许多投资者措手不及，市场将其解读为即将加息的信号。\n\n苹果发内部信：员工有权自由讨论工资和工作条件\n上周五，苹果公司向员工发出了一封令人惊讶的内部信：提醒员工可以自由讨论薪酬、工作时间和工作条件。\n该通知发出之际，一些员工敦促苹果采取更多措施，以确保公司内部不存在薪酬差异。\n根据媒体看到的这封信的副本，苹果公司在内部网站上的一篇帖子中表示，其政策不会阻止员工“畅所欲言”地谈论工作环境。\n“我们鼓励任何有顾虑的员工以他们觉得最舒服的方式提出问题，无论是内部还是外部，”帖子说。\n苹果的公司行为政策已经规定，不限制员工讨论薪水、工作时间和工作条件。\n苹果此前曾表示，它不会讨论具体的员工事务，并且“坚定地致力于创造和维护一个积极和包容的工作场所”。\n\n分道扬镳 福特与Rivian取消联合开发电动汽车的计划\n福特汽车和 Rivian两家公司证实，不再计划共同开发电动汽车。\n福特汽车 2019 年向 Rivian 投资 5 亿美元时，两家公司最初宣布将开发一款联合汽车。他们表示，这将用于福特的豪华林肯品牌，然后在去年取消了这一计划。福特当时表示，汽车制造商仍将寻求其他合作机会。\n福特发言人表示，这些计划现在也已被取消。他表示，该公司继续与 Rivian 保持联系，其中包括持有后者 12% 的股份。自11月10日上市以来，Rivian的市值已膨胀至约1100亿美元，超过了118年历史的福特，截止至11月19日美股收盘，福特市值约为774亿美元。这一股份的价值超过 100 亿美元。\n现在市值远高于福特的 Rivian 确认终止计划。\n\n美国基金KKR据悉斥资120亿美元将意大利电信私有化\n意大利电信 （TIM） 周日表示，其董事会已经审查了美国基金KKR 的一项非约束性提案，该提案旨在将意大利最大的电话集团私有化，该集团估值为 108 亿欧元（120 亿美元）。\nKKR 的提议将比 TIM 周五普通股的收盘价溢价 45.7%。\n去年，Gubitosi 以 18 亿欧元的价格引入了 KKR，使得KKR基金获得了 FiberCop 37.5% 的股份。\nTIM 的固网业务是其最宝贵的资产，被视为具有战略意义的业务。\n消息人士称，意大利政府意识到有必要在需要加大投资并保护其 42500 名家政工人的时候支持这个负债累累的集团。\n\n美联储主席人选的不确定性将阻碍抑制通胀的行动\n美国参议院一民主党人表示，由谁来执掌美联储的不确定性限制了遏制美国通胀的行动，并敦促总统乔拜登重新提名美联储主席杰罗姆鲍威尔连任。\n蒙大拿州参议员乔恩·泰斯特周日表示：“我认为我们有一些围绕通胀的问题需要解决”，鲍威尔“需要被任命”。\n“我们需要确认他。我认为如果总统任命他（鲍威尔），然后他就可以担任美联储主席，像过去那样做好工作。”\n此前有报道称，拜登已经为这份工作分别会见了鲍威尔和美联储理事布雷纳德，预计他将在感恩节前做出决定。","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696580529,"gmtCreate":1640735071117,"gmtModify":1640735071228,"author":{"id":"3581983815933718","authorId":"3581983815933718","name":"LioLCK","avatar":"https://static.tigerbbs.com/957f97dddbf2fa1647de2a57e0922b4b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696580529","repostId":"2195343128","repostType":2,"isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
