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laurent_rio
2021-12-30
wow like pls
抱歉,原内容已删除
laurent_rio
2021-12-23
even if go up, govt will bring it down
Why Nio Shares Dropped Again Today<blockquote>为什么蔚来股价今天再次下跌</blockquote>
laurent_rio
2021-12-22
like please
Is Rivian Stock A Buy, Sell, Or Hold?<blockquote>Rivian股票是买入、卖出还是持有?</blockquote>
laurent_rio
2021-12-21
$SINGTEL(Z74.SI)$
the stock that keep sinking
laurent_rio
2021-12-16
yes and remind me not buy FOMO stock anymore
抱歉,原内容已删除
laurent_rio
2021-12-14
$Palantir Technologies Inc.(PLTR)$
how to escape ?
laurent_rio
2021-12-13
$Palantir Technologies Inc.(PLTR)$
again another tech stock trend go up,this one go down
laurent_rio
2021-12-06
$Palantir Technologies Inc.(PLTR)$
tonight will break <18
laurent_rio
2021-12-02
Palantir Technologies (NYSE:PLTR) has secured an additional $43M contract from the Space Systems Command's (SSC) Cross-Mission Ground & Communications Enterprise (ECX).Should i buy more tonight ?
laurent_rio
2021-12-02
$SINGTEL(Z74.SI)$
climb a bit and then sink again.
laurent_rio
2021-12-02
not good
抱歉,原内容已删除
laurent_rio
2021-12-02
$Palantir Technologies Inc.(PLTR)$
all other stock green but why this keep red
laurent_rio
2021-11-26
$Palantir Technologies Inc.(PLTR)$
18 today ?
laurent_rio
2021-11-24
$PARKWAYLIFE REIT(C2PU.SI)$
seemsvery high now to enter
laurent_rio
2021-11-23
$Palantir Technologies Inc.(PLTR)$
anyone have more lost than me ? lol
laurent_rio
2021-11-22
$SINGTEL(Z74.SI)$
feel this stock trap up a bit and sink. Announce revenue double but dividend sink
laurent_rio
2021-11-22
$GENTING SINGAPORE LIMITED(G13.SI)$
still hold this at 1.0x before covid. Will it bound ? eager to escape but still have confidence if tourist are back
laurent_rio
2021-11-19
ICLN,PBW & TAN
抱歉,原内容已删除
laurent_rio
2021-11-19
$Palantir Technologies Inc.(PLTR)$
next week will plunge to teen level
laurent_rio
2021-11-18
$Palantir Technologies Inc.(PLTR)$
keep average down = catch falling knife for this stock ?
去老虎APP查看更多动态
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like pls","listText":"wow like pls","text":"wow like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692950365","repostId":"1158401825","repostType":4,"isVote":1,"tweetType":1,"viewCount":2086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691493101,"gmtCreate":1640225830061,"gmtModify":1640225884767,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"even if go up, govt will bring it down","listText":"even if go up, govt will bring it down","text":"even if go up, govt will bring it down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691493101","repostId":"1173043963","repostType":4,"repost":{"id":"1173043963","kind":"news","pubTimestamp":1640225262,"share":"https://www.laohu8.com/m/news/1173043963?lang=zh_CN&edition=full","pubTime":"2021-12-23 10:07","market":"us","language":"en","title":"Why Nio Shares Dropped Again Today<blockquote>为什么蔚来股价今天再次下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173043963","media":"Motley Fool","summary":"Chinese electric vehicle maker Nioheld its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and continued to slide 1.34% in extended hours.Nio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with Te","content":"<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Chinese electric vehicle (EV) maker <b>Nio</b>(NYSE:NIO)held its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and continued to slide 1.34% in extended hours. </p><p><blockquote>中国电动汽车(EV)制造商<b>蔚来</b>(纽约证券交易所股票代码:蔚来)上周末举行了一年一度的蔚来日活动,推出了最新的新型电动轿车。尽管顾客似乎渴望购买一辆,但蔚来股价的持续下跌导致该股价值在过去一个月下跌了22%。今天,该股下跌1.03%,并在盘后继续下滑1.34%。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Nio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with <b>Tesla</b>'s(NASDAQ:TSLA)Model 3. WithTesla CEO Elon Musk making news again today, it may be that investors are shunning Nio shares for Tesla stock. But Nio has more than just the ET5 in its plans to expand from here.</p><p><blockquote>蔚来今天没有发布任何具体公司的消息,但它上周末推出了新款ET5电动轿车,希望与之竞争<b>特斯拉</b>(纳斯达克:TSLA)Model 3。随着特斯拉首席执行官Elon Musk今天再次制造新闻,投资者可能会避开蔚来股票,转而购买特斯拉股票。但蔚来的扩张计划不仅仅是ET5。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Nio has increased its electric car deliveries by 120.4% through November 2021 versus the comparable year-ago period. But the best may still be yet to come. In addition to its new luxury ET7 sedan that will begin shipping in March 2022, the new ET5 is also expected to start deliveries in September 2022.</p><p><blockquote>截至2021年11月,蔚来的电动汽车交付量与去年同期相比增长了120.4%。但最好的可能还在后头。除了将于2022年3月开始发货的新款豪华ET7轿车外,新款ET5预计也将于2022年9月开始交付。</blockquote></p><p> The ET5 will be available with Nio's largest battery that will provide a range of up to about 620 miles on a single charge. And Nio CEO William Li told local media that the ET5, which was officially unveiled Saturday, has already become the most pre-ordered Nio model ever. That is according to CnEVPost, an industry news service focused on the Chinese EV sector.</p><p><blockquote>ET5将配备蔚来最大的电池,一次充电可行驶约620英里。蔚来首席执行官李威廉告诉当地媒体,周六正式亮相的ET5已经成为有史以来预订量最大的蔚来车型。这是专注于中国电动汽车行业的行业新闻服务机构CnEVPost的说法。</blockquote></p><p> Nio also plans to move beyond China in 2022. It already sells its vehicles in Norway and expects to be doing business in Germany, the Netherlands, Sweden, and Denmark in 2022. The company says it will have a presence in over 25 countries by 2025. While investors have been driving shares lower recently, the company hopes its future growth and expansion efforts will eventually reverse that trend.</p><p><blockquote>蔚来还计划在2022年走出中国。该公司已经在挪威销售汽车,并预计2022年将在德国、荷兰、瑞典和丹麦开展业务。该公司表示,到2025年,其业务将遍及超过25个国家。尽管投资者最近一直在压低股价,但该公司希望其未来的增长和扩张努力最终能够扭转这一趋势。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Nio Shares Dropped Again Today<blockquote>为什么蔚来股价今天再次下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Nio Shares Dropped Again Today<blockquote>为什么蔚来股价今天再次下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-23 10:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Chinese electric vehicle (EV) maker <b>Nio</b>(NYSE:NIO)held its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and continued to slide 1.34% in extended hours. </p><p><blockquote>中国电动汽车(EV)制造商<b>蔚来</b>(纽约证券交易所股票代码:蔚来)上周末举行了一年一度的蔚来日活动,推出了最新的新型电动轿车。尽管顾客似乎渴望购买一辆,但蔚来股价的持续下跌导致该股价值在过去一个月下跌了22%。今天,该股下跌1.03%,并在盘后继续下滑1.34%。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Nio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with <b>Tesla</b>'s(NASDAQ:TSLA)Model 3. WithTesla CEO Elon Musk making news again today, it may be that investors are shunning Nio shares for Tesla stock. But Nio has more than just the ET5 in its plans to expand from here.</p><p><blockquote>蔚来今天没有发布任何具体公司的消息,但它上周末推出了新款ET5电动轿车,希望与之竞争<b>特斯拉</b>(纳斯达克:TSLA)Model 3。随着特斯拉首席执行官Elon Musk今天再次制造新闻,投资者可能会避开蔚来股票,转而购买特斯拉股票。但蔚来的扩张计划不仅仅是ET5。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Nio has increased its electric car deliveries by 120.4% through November 2021 versus the comparable year-ago period. But the best may still be yet to come. In addition to its new luxury ET7 sedan that will begin shipping in March 2022, the new ET5 is also expected to start deliveries in September 2022.</p><p><blockquote>截至2021年11月,蔚来的电动汽车交付量与去年同期相比增长了120.4%。但最好的可能还在后头。除了将于2022年3月开始发货的新款豪华ET7轿车外,新款ET5预计也将于2022年9月开始交付。</blockquote></p><p> The ET5 will be available with Nio's largest battery that will provide a range of up to about 620 miles on a single charge. And Nio CEO William Li told local media that the ET5, which was officially unveiled Saturday, has already become the most pre-ordered Nio model ever. That is according to CnEVPost, an industry news service focused on the Chinese EV sector.</p><p><blockquote>ET5将配备蔚来最大的电池,一次充电可行驶约620英里。蔚来首席执行官李威廉告诉当地媒体,周六正式亮相的ET5已经成为有史以来预订量最大的蔚来车型。这是专注于中国电动汽车行业的行业新闻服务机构CnEVPost的说法。</blockquote></p><p> Nio also plans to move beyond China in 2022. It already sells its vehicles in Norway and expects to be doing business in Germany, the Netherlands, Sweden, and Denmark in 2022. The company says it will have a presence in over 25 countries by 2025. While investors have been driving shares lower recently, the company hopes its future growth and expansion efforts will eventually reverse that trend.</p><p><blockquote>蔚来还计划在2022年走出中国。该公司已经在挪威销售汽车,并预计2022年将在德国、荷兰、瑞典和丹麦开展业务。该公司表示,到2025年,其业务将遍及超过25个国家。尽管投资者最近一直在压低股价,但该公司希望其未来的增长和扩张努力最终能够扭转这一趋势。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/12/22/why-nio-shares-dropped-again-today/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2021/12/22/why-nio-shares-dropped-again-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173043963","content_text":"What happened\nChinese electric vehicle (EV) maker Nio(NYSE:NIO)held its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and continued to slide 1.34% in extended hours. \nSo what\nNio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with Tesla's(NASDAQ:TSLA)Model 3. WithTesla CEO Elon Musk making news again today, it may be that investors are shunning Nio shares for Tesla stock. But Nio has more than just the ET5 in its plans to expand from here.\nNow what\nNio has increased its electric car deliveries by 120.4% through November 2021 versus the comparable year-ago period. But the best may still be yet to come. In addition to its new luxury ET7 sedan that will begin shipping in March 2022, the new ET5 is also expected to start deliveries in September 2022.\nThe ET5 will be available with Nio's largest battery that will provide a range of up to about 620 miles on a single charge. And Nio CEO William Li told local media that the ET5, which was officially unveiled Saturday, has already become the most pre-ordered Nio model ever. That is according to CnEVPost, an industry news service focused on the Chinese EV sector.\nNio also plans to move beyond China in 2022. It already sells its vehicles in Norway and expects to be doing business in Germany, the Netherlands, Sweden, and Denmark in 2022. The company says it will have a presence in over 25 countries by 2025. While investors have been driving shares lower recently, the company hopes its future growth and expansion efforts will eventually reverse that trend.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":4338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691897150,"gmtCreate":1640160726994,"gmtModify":1640160727187,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"like please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691897150","repostId":"1123940793","repostType":4,"repost":{"id":"1123940793","kind":"news","pubTimestamp":1640153635,"share":"https://www.laohu8.com/m/news/1123940793?lang=zh_CN&edition=full","pubTime":"2021-12-22 14:13","market":"us","language":"en","title":"Is Rivian Stock A Buy, Sell, Or Hold?<blockquote>Rivian股票是买入、卖出还是持有?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123940793","media":"Seeking Alpha","summary":"Summary\n\nRivian stock has dropped more than 25% since our last Neutral call.\nThe company reported a ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Rivian stock has dropped more than 25% since our last Neutral call.</li> <li>The company reported a slight production target miss in its FQ3 earnings call. However, we don't think investors should be overly worried.</li> <li>We discuss why we think RIVN stock is a Buy now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69bdd77748b1c27c695aff2846bb30c6\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Michael M. Santiago/Getty Images News</span></p><p><blockquote><ul><li>自我们上次中性看涨期权以来,Rivian股价已下跌超过25%。</li><li>该公司在第三季度收益看涨期权中报告产量目标略有下降。不过,我们认为投资者不必过度担心。</li><li>我们讨论为什么我们认为RIVN股票现在值得买入。</li></ul><p class=\"t-img-caption\"><span>迈克尔·M·圣地亚哥/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Rivian Automotive, Inc. (RIVN) recently released its first earnings reports for FQ3'21 as a public company. Notably, the company missed its 1,200 vehicle production target by \"a few hundred vehicles.\" However, we weren't surprised, given the current supply chain bottlenecks and the challenges in ramping production. Moreover, we don't think investors should be unduly concerned about its short-term production goal. Management was clear as it emphasized that its long-term production targets remain unaffected.</p><p><blockquote>Rivian汽车公司(RIVN)最近发布了作为上市公司的第一份21年第三季度收益报告。值得注意的是,该公司未能实现1,200辆汽车的生产目标“几百辆”。然而,考虑到当前的供应链瓶颈和提高产量的挑战,我们并不感到惊讶。此外,我们认为投资者不应过度关注其短期产量目标。管理层很明确,强调其长期生产目标不受影响。</blockquote></p><p> Nevertheless, we believe that ramping production successfully will continue to be a key hurdle facing CEO RJ Scaringe & Co. Investors sent the stock tumbling after its earnings report, which we believe the market took the opportunity to pare down risk. After all, RIVN stock had traded at an incredible market cap of $112.8B when we wrote our previous article. Following the recent sell-off, Rivian's market cap has dropped to $88B. Therefore, we believe it's an appropriate time to revisit our thesis on RIVN stock post-FQ3 earnings.</p><p><blockquote>尽管如此,我们认为成功提高产量仍将是首席执行官RJ Scaringe&Co.面临的主要障碍。在其收益报告发布后,投资者导致该股暴跌,我们认为市场借此机会降低了风险。毕竟,当我们撰写上一篇文章时,RIVN股票的市值已达到令人难以置信的$112.8 B。在最近的抛售之后,Rivian的市值已跌至88B美元。因此,我们认为现在是重新审视我们关于RIVN股票第三季度收益的论文的合适时机。</blockquote></p><p> We also discuss why we think the stock seems fairly valued now.</p><p><blockquote>我们还讨论了为什么我们认为该股票现在估值合理。</blockquote></p><p> <b>Rivian Market Cap Trend</b></p><p><blockquote><b>Rivian市值走势</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a528b02874c529215e0428c40adc5ad1\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>RIVN market cap analysis (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>RIVN市值分析(截至21年12月17日)。</span></p></blockquote></p><p> Readers can quickly glean that Rivian's market cap has dropped dramatically back to where it started life as a public company. It last registered a market cap of $88B, while it began trading with a market cap of $83.6B in early November.</p><p><blockquote>读者可以很快发现,Rivian的市值已大幅回落至上市公司成立之初的水平。它上次注册的市值为88B美元,而11月初开始交易的市值为836亿美元。</blockquote></p><p> Nevertheless, Rivian's market cap still exceeded Ford (F) and General Motors (GM) market cap even as it just started making deliveries in September. Some investors find it incredulous that a company that hasn't even ramped production could be worth more than both the US auto leaders.</p><p><blockquote>尽管如此,Rivian的市值仍然超过了福特(F)和通用(GM)的市值,尽管它在9月份刚刚开始交付。一些投资者感到难以置信的是,一家甚至没有提高产量的公司的价值竟然超过了这两家美国汽车领导者。</blockquote></p><p> <b>Why We Think Rivian Investors Remain Optimistic Post-FQ3</b></p><p><blockquote><b>为什么我们认为Rivian投资者在第三季度后保持乐观</b></blockquote></p><p> Rivian's report card wasn't a disaster, even if the company missed its production guidance for 2021. CEO RJ Scaringe offered assurances as he emphasized (edited):</p><p><blockquote>Rivian的成绩单并不是一场灾难,即使该公司未能达到2021年的生产指引。首席执行官RJ Scaringe做出了保证,他强调(编辑):</blockquote></p><p> For 2021, <i>we expect to produce a few hundred vehicles short of our initial 1,200 vehicle production target</i>. We do not believe any of our supply chain challenges represent long-term systemic issues. We remain well-positioned to capture and drive the accelerated large-scale adoption of sustainable transportation. However, a small number of suppliers or small number of components may be ramping a little slower, creating constraints or bottlenecks. Those challenges have been really a focal point for us over the last two and a half, three months. <i>But, these issues are short-term in nature and they are solvable problems</i>. So, we don't see any long-term systemic challenges associated with ramping the supply chain. (Rivian's FQ3'21 earnings call) <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36ec61d947f0a1da5f4d5883a8941a7d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Rivian planned production capacity and delivery consensus estimates. Data source: S&P Capital IQ, Barron's</span></p><p><blockquote>对于2021年,<i>我们预计产量将比最初1,200辆汽车的产量目标少几百辆</i>我们不认为我们的任何供应链挑战代表长期系统性问题。我们仍然处于有利地位,可以抓住并推动可持续交通的加速大规模采用。然而,少数供应商或少数组件的增长速度可能会稍慢,从而造成限制或瓶颈。在过去的两个半月、三个月里,这些挑战确实是我们的焦点。<i>但是,这些问题本质上是短期的,是可以解决的问题</i>因此,我们没有看到任何与扩大供应链相关的长期系统性挑战。(Rivian 21年第三季度盈利看涨期权)<p class=\"t-img-caption\"><span>Rivian计划产能和交付共识估计。数据来源:S&P Capital IQ、Barron's</span></p></blockquote></p><p> Rivian telegraphed that it would be commencing its new Georgia production facility in mid'22 and ready to begin production from 2024. Georgia's planned annual run rate is estimated at 400K. Therefore, it would afford Rivian a collective annual production capacity of 600K if we include its Illinois facility. Nevertheless, the company did not specify how long it would take to ramp production to its planned capacity. However, consensus estimates point to a relatively positive ramp through FY25. As a result, Rivian is estimated to deliver about 40K of vehicles in FY22. However, it would reach the 360K milestone by FY25, registering an estimated delivery CAGR of 108%. Its 360K estimate includes the 100K EDV orders from its exclusive last-mile delivery partner and cornerstone investor Amazon (AMZN).</p><p><blockquote>Rivian表示,将于22年中期启动佐治亚州的新生产设施,并准备从2024年开始生产。佐治亚州的计划年运行率估计为40万。因此,如果算上伊利诺伊工厂,Rivian的年产能将达到60万辆。不过,该公司没有具体说明将产量提高到计划产能需要多长时间。然而,普遍估计表明,到2025财年将出现相对积极的增长。因此,Rivian预计在2022财年交付约4万辆汽车。然而,到2025财年,它将达到36万辆的里程碑,预计交付复合年增长率为108%。其36万份估计包括来自其独家最后一英里配送合作伙伴和基石投资者亚马逊(AMZN)的10万份EDV订单。</blockquote></p><p></p><p> There's little doubt that the delivery cadence estimates look very aggressive. But, if done well, it's also not impossible. Keen investors should recall that Tesla (TSLA) took just two years to ramp Giga Shanghai from zero to its current 600K annual run rate. It has even recently made new investments to enhance its production capacity further. Rivian also seems highly confident that they can ramp successfully, as CEO RJ Scaringe emphasized (edited):</p><p><blockquote>毫无疑问,交付节奏的估计看起来非常激进。但是,如果做得好,也不是不可能的。敏锐的投资者应该还记得,特斯拉(TSLA)仅用了两年时间就将Giga Shanghai从零提升到目前60万辆的年运行率。它最近甚至进行了新的投资,以进一步提高其产能。正如首席执行官RJ Scaringe所强调的(编辑),Rivian似乎也对他们能够成功增长充满信心:</blockquote></p><p> We've architected the product development to be capable of running more than one program and launching more than one program at once, but also to have those fast feedback loops between the different programs. So with that, the commercial van has actually learned a lot from the R1 platform and the R1 platform launch. What you see in terms of the facility in Georgia, is key for us from an expansion point of view. We're quite confident in the path ahead. All three of our vehicles have been certified for sale and they're being produced on two different production lines. <i>The organization was architected to facilitate running and operating multiple programs at the same time</i>. And so as we now look at what the ramp will look like for both R1T and R1S into next year, it really positions us to rapidly grow through the course of 2022. (Rivian's FQ3'21 earnings call) While it's still early, Rivian investors are undoubtedly confident that the company can deliver on its production cadence to meet its delivery milestones. The company is not facing a demand issue compared to short-term supply constraints. They updated that R1 orders have climbed to 71K from 55K in the previous update. Nevertheless, these are cancelable orders, as their delivery timeline has been stretched to 2023 if a new order is placed now. Given that auto leaders General Motors, Ford, and Tesla will also be expected to compete with their pickup trucks soon, Rivian must maintain its production cadence. Therefore, we encourage investors to monitor their production milestones very carefully moving ahead.</p><p><blockquote>我们已经将产品开发架构为能够运行多个程序并同时启动多个程序,但也能够在不同程序之间拥有快速反馈循环。因此,商用货车实际上从R1平台和R1平台的发布中学到了很多东西。从扩张的角度来看,您在佐治亚州的设施对我们来说至关重要。我们对未来的道路充满信心。我们的所有三辆车都已获得销售认证,并且在两条不同的生产线上生产。<i>该组织的架构是为了便于同时运行和操作多个程序</i>.因此,当我们现在看看R1T和R1S到明年的增长情况时,它确实使我们能够在2022年快速增长。(Rivian 21年第三季度盈利看涨期权)虽然现在还为时过早,但Rivian投资者无疑对该公司能够按照生产节奏实现交付里程碑充满信心。与短期供应限制相比,该公司并未面临需求问题。他们更新称,R1订单已从上次更新中的55K攀升至71K。然而,这些都是可取消的订单,因为如果现在下新订单,它们的交付时间已延长至2023年。鉴于汽车领导者通用、福特和特斯拉也有望很快与其皮卡展开竞争,Rivian必须保持其生产节奏。因此,我们鼓励投资者非常仔细地监控他们未来的生产里程碑。</blockquote></p><p> <b>Investors Must Carefully Monitor Amazon's EDV Range</b></p><p><blockquote><b>投资者必须仔细监控亚马逊的EDV系列</b></blockquote></p><p> The partnership with Amazon is critical to jumpstarting Rivian's ambitions into the commercial fleet segment. Not only does it offer the opportunity of massive fleet sales, but it also sells its fleet management subscriptions as part of its commercial sales. Consequently, it introduces a recurring software revenue stream component on top of its hardware revenue. It also applies to the Amazon fleet, as Rivian accentuated: \"That software subscription goes live basically now on the commercial side.\"</p><p><blockquote>与亚马逊的合作对于推动Rivian进军商业车队领域的雄心至关重要。它不仅提供了大规模车队销售的机会,而且还将车队管理订阅作为商业销售的一部分进行销售。因此,它在硬件收入的基础上引入了经常性软件收入流组件。正如Rivian强调的那样,这也适用于亚马逊车队:“该软件订阅现在基本上在商业方面上线了。”</blockquote></p><p> Rivian is expected to deliver 10K EDV by 2022 following \"months of testing in 15 cities.\" Investors should remember that Amazon retains the right to change its number of orders. Therefore it's critical that Rivian can meet Amazon's expectations. We believe it has also driven Rivian to ramp production quickly. Given how quickly they secured their second production facility, we believe that the company seems confident in meeting its production targets, and consequently, Amazon's orders.</p><p><blockquote>经过“在15个城市进行数月的测试”后,Rivian预计到2022年将交付1万辆EDV。投资者应该记住,亚马逊保留更改订单数量的权利。因此,Rivian能否满足亚马逊的期望至关重要。我们认为这也推动了Rivian快速提高产量。考虑到他们如此迅速地获得了第二个生产设施,我们相信该公司似乎有信心实现其生产目标,从而实现亚马逊的订单。</blockquote></p><p> Rivian emphasized that its EDV is capable of 201 miles range, and it is on track to deliver its vehicles to Amazon. However, a previous report by The Information highlighted some challenges in Amazon's testing, on top of its battery draining problem. The Information reported (edited):</p><p><blockquote>Rivian强调,其EDV的续航里程为201英里,并且有望向亚马逊交付车辆。然而,The Information之前的一份报告强调了亚马逊测试中的一些挑战,以及电池耗尽问题。报告的信息(编辑):</blockquote></p><p> Rivian said the Amazon vans would have a range of between 120 miles and 150 miles depending on their size. But one driver involved in testing the vans said the range could be much less, depending on the weather. The driver who spoke to The Information said the battery drained about 40% faster than normal if the van’s heating or cooling was on. As a result, drivers have been testing the vans on what they dubbed “nursery routes,” where vans didn’t venture too far away from the contractors’ headquarters. (The Information) Nevertheless, Amazon's director of Global Fleets and Products, Ross Rachey, noted that once the vans are in production, \"they would have a range of 150 miles, which is double the range of the majority of Amazon's routes.\" Notably, the company also quickly emphasized that these test vans are not fully developed yet.</p><p><blockquote>Rivian表示,亚马逊货车的续航里程将在120英里至150英里之间,具体取决于其尺寸。但一名参与测试货车的司机表示,根据天气情况,续航里程可能会小得多。接受The Information采访的司机表示,如果货车的加热或冷却打开,电池的消耗速度会比正常情况快40%。因此,司机们一直在他们所谓的“苗圃路线”上测试货车,在那里货车不会冒险离开承包商总部太远。(The Information)尽管如此,亚马逊全球车队和产品总监Ross Rachey指出,一旦这些货车投入生产,“它们的续航里程将达到150英里,是亚马逊大多数路线续航里程的两倍。”值得注意的是,该公司还很快强调,这些测试货车尚未完全开发。</blockquote></p><p> We believe a successful launch program with Amazon could open up many potential opportunities outside of the Last Mile segment. Investors should note that Amazon's exclusive partnership with Rivian is limited to Last Mile. But, the commercial space is much larger than the Last Mile segment. Rivian also raved about its market opportunities in the larger commercial space, as Scaringe added (edited):</p><p><blockquote>我们相信,与亚马逊的成功发布计划可以在最后一英里细分市场之外开辟许多潜在机会。投资者应注意,亚马逊与Rivian的独家合作仅限于最后一英里。但是,商业空间比最后一英里要大得多。Rivian还对其在更大的商业领域的市场机会赞不绝口,斯卡林奇补充道(编辑):</blockquote></p><p></p><p> <i>Amazon represents such a large pool of demand for us.</i>So it's really critical that we do not starve them of vehicles. Nevertheless, the RCV platform was architected and designed <i>fully contemplating vehicles beyond Last Mile, such as in the cargo space</i>, or in the workspace. So there's a whole host of opportunities that exists both in large volumes, but also across a very long spread-out tail of commercial applications. Thus, we also have an eye on launching non-EDV versions on the RCV platform to capitalize on these opportunities. (Rivian's FQ3'21 earnings call) <b>So, is RIVN Stock a Buy/Hold/Sell Now?</b></p><p><blockquote><i>亚马逊代表了我们如此庞大的需求池。</i>因此,我们不能让他们缺乏车辆,这一点非常重要。然而,RCV平台的架构和设计<i>充分考虑最后一英里以外的车辆,例如货舱中的车辆</i>,或在工作区中。因此,存在大量的机会,不仅存在于大量的商业应用中,也存在于很长的分散尾巴中。因此,我们也着眼于在RCV平台上推出非EDV版本,以利用这些机会。(Rivian 21年第三季度盈利看涨期权)<b>那么,RIVN股票现在是买入/持有/卖出吗?</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/264dc3dc91fc844d920e73a7f69cf920\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Rivian revenue and adjusted EBIT margins mean consensus estimates. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>Rivian收入和调整后息税前利润率意味着普遍预期。数据来源:标普资本智商</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1069e7fc16920da396615f6df6ff5951\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>RIVN and TSLA stock EV/Fwd Revenue valuation comps. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>RIVN和TSLA股票EV/Fwd收入估值比较。数据来源:标普资本智商</span></p></blockquote></p><p> Consensus estimates point to a largely successful ramp, as we explained earlier. As a result, Rivian's revenue is estimated to reach $27.84B by FY25. However, the company is not expected to be profitable based on adjusted EBIT margins by then. Therefore, investors are encouraged to monitor its production ramp and profitability dynamics moving forward carefully.</p><p><blockquote>正如我们之前解释的那样,共识估计表明这一增长基本上是成功的。因此,Rivian的收入预计到2025财年将达到$27.84 B。然而,根据调整后的息税前利润率,预计该公司届时不会盈利。因此,我们鼓励投资者仔细监控其产量增长和盈利动态。</blockquote></p><p> Nevertheless, its valuations have dropped significantly since its earlier momentum spike. The stock has declined more than 25% since our Neutral call, as we encouraged investors to wait for the dip.</p><p><blockquote>尽管如此,自早些时候的势头飙升以来,其估值已大幅下降。自我们的中性看涨期权以来,该股已下跌超过25%,因为我们鼓励投资者等待下跌。</blockquote></p><p> If we consider Rivian's valuations against Tesla moving forward, it may seem more reasonable than the EV leader. However, investors should note that Tesla is already a solidly profitable EV maker. It also has proven its production ramp capabilities exceptionally well. Moreover, its brand value has also increased tremendously globally. Therefore, comparing their revenue multiples directly without adjusting for Tesla's advantages would not make sense.</p><p><blockquote>如果我们考虑Rivian相对于特斯拉的估值,它似乎比电动汽车领导者更合理。然而,投资者应该注意到,特斯拉已经是一家盈利稳定的电动汽车制造商。它还很好地证明了其增产能力。而且,其品牌价值也在全球范围内大幅提升。因此,如果不根据特斯拉的优势进行调整,直接比较它们的收入倍数是没有意义的。</blockquote></p><p> Based on Rivian stock's EV/FY25 revenue multiple of 3.4x, it's trading at 50% of Tesla's FY25 revenue multiple. Therefore, we think RIVN stock looks fairly valued now. Nevertheless, we believe that RIVN stock remains a highly speculative play. However, the company seems to be getting well on track to meet its mid-term production guidance. Therefore, the current weakness could offer speculative investors a potential opportunity to add exposure at a more reasonable valuation.</p><p><blockquote>根据Rivian股票的EV/2025财年收入倍数3.4倍,其交易价格为特斯拉2025财年收入倍数的50%。因此,我们认为RIVN股票现在看起来估值相当合理。尽管如此,我们认为RIVN股票仍然是一种高度投机性的股票。然而,该公司似乎正在顺利实现中期生产指导。因此,当前的疲软可能为投机性投资者提供以更合理的估值增加敞口的潜在机会。</blockquote></p><p> Consequently,<i>we revise our rating on RIVN stock to Buy.</i>However, we would like to caution that RIVN stock may be suitable for speculative investors only. Moreover, the stock could continue to exhibit tremendous volatility. Therefore, investors are encouraged to add in phases.</p><p><blockquote>因此,<i>我们将RIVN股票的评级调整为买入。</i>但是,我们要警告的是,RIVN股票可能只适合投机性投资者。此外,该股可能会继续表现出巨大的波动性。因此,鼓励投资者分期加仓。</blockquote></p><p> This article was written by JR Research.</p><p><blockquote>本文由JR Research撰写。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Rivian Stock A Buy, Sell, Or Hold?<blockquote>Rivian股票是买入、卖出还是持有?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Rivian Stock A Buy, Sell, Or Hold?<blockquote>Rivian股票是买入、卖出还是持有?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-22 14:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Rivian stock has dropped more than 25% since our last Neutral call.</li> <li>The company reported a slight production target miss in its FQ3 earnings call. However, we don't think investors should be overly worried.</li> <li>We discuss why we think RIVN stock is a Buy now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69bdd77748b1c27c695aff2846bb30c6\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Michael M. Santiago/Getty Images News</span></p><p><blockquote><ul><li>自我们上次中性看涨期权以来,Rivian股价已下跌超过25%。</li><li>该公司在第三季度收益看涨期权中报告产量目标略有下降。不过,我们认为投资者不必过度担心。</li><li>我们讨论为什么我们认为RIVN股票现在值得买入。</li></ul><p class=\"t-img-caption\"><span>迈克尔·M·圣地亚哥/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Rivian Automotive, Inc. (RIVN) recently released its first earnings reports for FQ3'21 as a public company. Notably, the company missed its 1,200 vehicle production target by \"a few hundred vehicles.\" However, we weren't surprised, given the current supply chain bottlenecks and the challenges in ramping production. Moreover, we don't think investors should be unduly concerned about its short-term production goal. Management was clear as it emphasized that its long-term production targets remain unaffected.</p><p><blockquote>Rivian汽车公司(RIVN)最近发布了作为上市公司的第一份21年第三季度收益报告。值得注意的是,该公司未能实现1,200辆汽车的生产目标“几百辆”。然而,考虑到当前的供应链瓶颈和提高产量的挑战,我们并不感到惊讶。此外,我们认为投资者不应过度关注其短期产量目标。管理层很明确,强调其长期生产目标不受影响。</blockquote></p><p> Nevertheless, we believe that ramping production successfully will continue to be a key hurdle facing CEO RJ Scaringe & Co. Investors sent the stock tumbling after its earnings report, which we believe the market took the opportunity to pare down risk. After all, RIVN stock had traded at an incredible market cap of $112.8B when we wrote our previous article. Following the recent sell-off, Rivian's market cap has dropped to $88B. Therefore, we believe it's an appropriate time to revisit our thesis on RIVN stock post-FQ3 earnings.</p><p><blockquote>尽管如此,我们认为成功提高产量仍将是首席执行官RJ Scaringe&Co.面临的主要障碍。在其收益报告发布后,投资者导致该股暴跌,我们认为市场借此机会降低了风险。毕竟,当我们撰写上一篇文章时,RIVN股票的市值已达到令人难以置信的$112.8 B。在最近的抛售之后,Rivian的市值已跌至88B美元。因此,我们认为现在是重新审视我们关于RIVN股票第三季度收益的论文的合适时机。</blockquote></p><p> We also discuss why we think the stock seems fairly valued now.</p><p><blockquote>我们还讨论了为什么我们认为该股票现在估值合理。</blockquote></p><p> <b>Rivian Market Cap Trend</b></p><p><blockquote><b>Rivian市值走势</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a528b02874c529215e0428c40adc5ad1\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>RIVN market cap analysis (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>RIVN市值分析(截至21年12月17日)。</span></p></blockquote></p><p> Readers can quickly glean that Rivian's market cap has dropped dramatically back to where it started life as a public company. It last registered a market cap of $88B, while it began trading with a market cap of $83.6B in early November.</p><p><blockquote>读者可以很快发现,Rivian的市值已大幅回落至上市公司成立之初的水平。它上次注册的市值为88B美元,而11月初开始交易的市值为836亿美元。</blockquote></p><p> Nevertheless, Rivian's market cap still exceeded Ford (F) and General Motors (GM) market cap even as it just started making deliveries in September. Some investors find it incredulous that a company that hasn't even ramped production could be worth more than both the US auto leaders.</p><p><blockquote>尽管如此,Rivian的市值仍然超过了福特(F)和通用(GM)的市值,尽管它在9月份刚刚开始交付。一些投资者感到难以置信的是,一家甚至没有提高产量的公司的价值竟然超过了这两家美国汽车领导者。</blockquote></p><p> <b>Why We Think Rivian Investors Remain Optimistic Post-FQ3</b></p><p><blockquote><b>为什么我们认为Rivian投资者在第三季度后保持乐观</b></blockquote></p><p> Rivian's report card wasn't a disaster, even if the company missed its production guidance for 2021. CEO RJ Scaringe offered assurances as he emphasized (edited):</p><p><blockquote>Rivian的成绩单并不是一场灾难,即使该公司未能达到2021年的生产指引。首席执行官RJ Scaringe做出了保证,他强调(编辑):</blockquote></p><p> For 2021, <i>we expect to produce a few hundred vehicles short of our initial 1,200 vehicle production target</i>. We do not believe any of our supply chain challenges represent long-term systemic issues. We remain well-positioned to capture and drive the accelerated large-scale adoption of sustainable transportation. However, a small number of suppliers or small number of components may be ramping a little slower, creating constraints or bottlenecks. Those challenges have been really a focal point for us over the last two and a half, three months. <i>But, these issues are short-term in nature and they are solvable problems</i>. So, we don't see any long-term systemic challenges associated with ramping the supply chain. (Rivian's FQ3'21 earnings call) <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36ec61d947f0a1da5f4d5883a8941a7d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Rivian planned production capacity and delivery consensus estimates. Data source: S&P Capital IQ, Barron's</span></p><p><blockquote>对于2021年,<i>我们预计产量将比最初1,200辆汽车的产量目标少几百辆</i>我们不认为我们的任何供应链挑战代表长期系统性问题。我们仍然处于有利地位,可以抓住并推动可持续交通的加速大规模采用。然而,少数供应商或少数组件的增长速度可能会稍慢,从而造成限制或瓶颈。在过去的两个半月、三个月里,这些挑战确实是我们的焦点。<i>但是,这些问题本质上是短期的,是可以解决的问题</i>因此,我们没有看到任何与扩大供应链相关的长期系统性挑战。(Rivian 21年第三季度盈利看涨期权)<p class=\"t-img-caption\"><span>Rivian计划产能和交付共识估计。数据来源:S&P Capital IQ、Barron's</span></p></blockquote></p><p> Rivian telegraphed that it would be commencing its new Georgia production facility in mid'22 and ready to begin production from 2024. Georgia's planned annual run rate is estimated at 400K. Therefore, it would afford Rivian a collective annual production capacity of 600K if we include its Illinois facility. Nevertheless, the company did not specify how long it would take to ramp production to its planned capacity. However, consensus estimates point to a relatively positive ramp through FY25. As a result, Rivian is estimated to deliver about 40K of vehicles in FY22. However, it would reach the 360K milestone by FY25, registering an estimated delivery CAGR of 108%. Its 360K estimate includes the 100K EDV orders from its exclusive last-mile delivery partner and cornerstone investor Amazon (AMZN).</p><p><blockquote>Rivian表示,将于22年中期启动佐治亚州的新生产设施,并准备从2024年开始生产。佐治亚州的计划年运行率估计为40万。因此,如果算上伊利诺伊工厂,Rivian的年产能将达到60万辆。不过,该公司没有具体说明将产量提高到计划产能需要多长时间。然而,普遍估计表明,到2025财年将出现相对积极的增长。因此,Rivian预计在2022财年交付约4万辆汽车。然而,到2025财年,它将达到36万辆的里程碑,预计交付复合年增长率为108%。其36万份估计包括来自其独家最后一英里配送合作伙伴和基石投资者亚马逊(AMZN)的10万份EDV订单。</blockquote></p><p></p><p> There's little doubt that the delivery cadence estimates look very aggressive. But, if done well, it's also not impossible. Keen investors should recall that Tesla (TSLA) took just two years to ramp Giga Shanghai from zero to its current 600K annual run rate. It has even recently made new investments to enhance its production capacity further. Rivian also seems highly confident that they can ramp successfully, as CEO RJ Scaringe emphasized (edited):</p><p><blockquote>毫无疑问,交付节奏的估计看起来非常激进。但是,如果做得好,也不是不可能的。敏锐的投资者应该还记得,特斯拉(TSLA)仅用了两年时间就将Giga Shanghai从零提升到目前60万辆的年运行率。它最近甚至进行了新的投资,以进一步提高其产能。正如首席执行官RJ Scaringe所强调的(编辑),Rivian似乎也对他们能够成功增长充满信心:</blockquote></p><p> We've architected the product development to be capable of running more than one program and launching more than one program at once, but also to have those fast feedback loops between the different programs. So with that, the commercial van has actually learned a lot from the R1 platform and the R1 platform launch. What you see in terms of the facility in Georgia, is key for us from an expansion point of view. We're quite confident in the path ahead. All three of our vehicles have been certified for sale and they're being produced on two different production lines. <i>The organization was architected to facilitate running and operating multiple programs at the same time</i>. And so as we now look at what the ramp will look like for both R1T and R1S into next year, it really positions us to rapidly grow through the course of 2022. (Rivian's FQ3'21 earnings call) While it's still early, Rivian investors are undoubtedly confident that the company can deliver on its production cadence to meet its delivery milestones. The company is not facing a demand issue compared to short-term supply constraints. They updated that R1 orders have climbed to 71K from 55K in the previous update. Nevertheless, these are cancelable orders, as their delivery timeline has been stretched to 2023 if a new order is placed now. Given that auto leaders General Motors, Ford, and Tesla will also be expected to compete with their pickup trucks soon, Rivian must maintain its production cadence. Therefore, we encourage investors to monitor their production milestones very carefully moving ahead.</p><p><blockquote>我们已经将产品开发架构为能够运行多个程序并同时启动多个程序,但也能够在不同程序之间拥有快速反馈循环。因此,商用货车实际上从R1平台和R1平台的发布中学到了很多东西。从扩张的角度来看,您在佐治亚州的设施对我们来说至关重要。我们对未来的道路充满信心。我们的所有三辆车都已获得销售认证,并且在两条不同的生产线上生产。<i>该组织的架构是为了便于同时运行和操作多个程序</i>.因此,当我们现在看看R1T和R1S到明年的增长情况时,它确实使我们能够在2022年快速增长。(Rivian 21年第三季度盈利看涨期权)虽然现在还为时过早,但Rivian投资者无疑对该公司能够按照生产节奏实现交付里程碑充满信心。与短期供应限制相比,该公司并未面临需求问题。他们更新称,R1订单已从上次更新中的55K攀升至71K。然而,这些都是可取消的订单,因为如果现在下新订单,它们的交付时间已延长至2023年。鉴于汽车领导者通用、福特和特斯拉也有望很快与其皮卡展开竞争,Rivian必须保持其生产节奏。因此,我们鼓励投资者非常仔细地监控他们未来的生产里程碑。</blockquote></p><p> <b>Investors Must Carefully Monitor Amazon's EDV Range</b></p><p><blockquote><b>投资者必须仔细监控亚马逊的EDV系列</b></blockquote></p><p> The partnership with Amazon is critical to jumpstarting Rivian's ambitions into the commercial fleet segment. Not only does it offer the opportunity of massive fleet sales, but it also sells its fleet management subscriptions as part of its commercial sales. Consequently, it introduces a recurring software revenue stream component on top of its hardware revenue. It also applies to the Amazon fleet, as Rivian accentuated: \"That software subscription goes live basically now on the commercial side.\"</p><p><blockquote>与亚马逊的合作对于推动Rivian进军商业车队领域的雄心至关重要。它不仅提供了大规模车队销售的机会,而且还将车队管理订阅作为商业销售的一部分进行销售。因此,它在硬件收入的基础上引入了经常性软件收入流组件。正如Rivian强调的那样,这也适用于亚马逊车队:“该软件订阅现在基本上在商业方面上线了。”</blockquote></p><p> Rivian is expected to deliver 10K EDV by 2022 following \"months of testing in 15 cities.\" Investors should remember that Amazon retains the right to change its number of orders. Therefore it's critical that Rivian can meet Amazon's expectations. We believe it has also driven Rivian to ramp production quickly. Given how quickly they secured their second production facility, we believe that the company seems confident in meeting its production targets, and consequently, Amazon's orders.</p><p><blockquote>经过“在15个城市进行数月的测试”后,Rivian预计到2022年将交付1万辆EDV。投资者应该记住,亚马逊保留更改订单数量的权利。因此,Rivian能否满足亚马逊的期望至关重要。我们认为这也推动了Rivian快速提高产量。考虑到他们如此迅速地获得了第二个生产设施,我们相信该公司似乎有信心实现其生产目标,从而实现亚马逊的订单。</blockquote></p><p> Rivian emphasized that its EDV is capable of 201 miles range, and it is on track to deliver its vehicles to Amazon. However, a previous report by The Information highlighted some challenges in Amazon's testing, on top of its battery draining problem. The Information reported (edited):</p><p><blockquote>Rivian强调,其EDV的续航里程为201英里,并且有望向亚马逊交付车辆。然而,The Information之前的一份报告强调了亚马逊测试中的一些挑战,以及电池耗尽问题。报告的信息(编辑):</blockquote></p><p> Rivian said the Amazon vans would have a range of between 120 miles and 150 miles depending on their size. But one driver involved in testing the vans said the range could be much less, depending on the weather. The driver who spoke to The Information said the battery drained about 40% faster than normal if the van’s heating or cooling was on. As a result, drivers have been testing the vans on what they dubbed “nursery routes,” where vans didn’t venture too far away from the contractors’ headquarters. (The Information) Nevertheless, Amazon's director of Global Fleets and Products, Ross Rachey, noted that once the vans are in production, \"they would have a range of 150 miles, which is double the range of the majority of Amazon's routes.\" Notably, the company also quickly emphasized that these test vans are not fully developed yet.</p><p><blockquote>Rivian表示,亚马逊货车的续航里程将在120英里至150英里之间,具体取决于其尺寸。但一名参与测试货车的司机表示,根据天气情况,续航里程可能会小得多。接受The Information采访的司机表示,如果货车的加热或冷却打开,电池的消耗速度会比正常情况快40%。因此,司机们一直在他们所谓的“苗圃路线”上测试货车,在那里货车不会冒险离开承包商总部太远。(The Information)尽管如此,亚马逊全球车队和产品总监Ross Rachey指出,一旦这些货车投入生产,“它们的续航里程将达到150英里,是亚马逊大多数路线续航里程的两倍。”值得注意的是,该公司还很快强调,这些测试货车尚未完全开发。</blockquote></p><p> We believe a successful launch program with Amazon could open up many potential opportunities outside of the Last Mile segment. Investors should note that Amazon's exclusive partnership with Rivian is limited to Last Mile. But, the commercial space is much larger than the Last Mile segment. Rivian also raved about its market opportunities in the larger commercial space, as Scaringe added (edited):</p><p><blockquote>我们相信,与亚马逊的成功发布计划可以在最后一英里细分市场之外开辟许多潜在机会。投资者应注意,亚马逊与Rivian的独家合作仅限于最后一英里。但是,商业空间比最后一英里要大得多。Rivian还对其在更大的商业领域的市场机会赞不绝口,斯卡林奇补充道(编辑):</blockquote></p><p></p><p> <i>Amazon represents such a large pool of demand for us.</i>So it's really critical that we do not starve them of vehicles. Nevertheless, the RCV platform was architected and designed <i>fully contemplating vehicles beyond Last Mile, such as in the cargo space</i>, or in the workspace. So there's a whole host of opportunities that exists both in large volumes, but also across a very long spread-out tail of commercial applications. Thus, we also have an eye on launching non-EDV versions on the RCV platform to capitalize on these opportunities. (Rivian's FQ3'21 earnings call) <b>So, is RIVN Stock a Buy/Hold/Sell Now?</b></p><p><blockquote><i>亚马逊代表了我们如此庞大的需求池。</i>因此,我们不能让他们缺乏车辆,这一点非常重要。然而,RCV平台的架构和设计<i>充分考虑最后一英里以外的车辆,例如货舱中的车辆</i>,或在工作区中。因此,存在大量的机会,不仅存在于大量的商业应用中,也存在于很长的分散尾巴中。因此,我们也着眼于在RCV平台上推出非EDV版本,以利用这些机会。(Rivian 21年第三季度盈利看涨期权)<b>那么,RIVN股票现在是买入/持有/卖出吗?</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/264dc3dc91fc844d920e73a7f69cf920\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Rivian revenue and adjusted EBIT margins mean consensus estimates. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>Rivian收入和调整后息税前利润率意味着普遍预期。数据来源:标普资本智商</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1069e7fc16920da396615f6df6ff5951\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>RIVN and TSLA stock EV/Fwd Revenue valuation comps. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>RIVN和TSLA股票EV/Fwd收入估值比较。数据来源:标普资本智商</span></p></blockquote></p><p> Consensus estimates point to a largely successful ramp, as we explained earlier. As a result, Rivian's revenue is estimated to reach $27.84B by FY25. However, the company is not expected to be profitable based on adjusted EBIT margins by then. Therefore, investors are encouraged to monitor its production ramp and profitability dynamics moving forward carefully.</p><p><blockquote>正如我们之前解释的那样,共识估计表明这一增长基本上是成功的。因此,Rivian的收入预计到2025财年将达到$27.84 B。然而,根据调整后的息税前利润率,预计该公司届时不会盈利。因此,我们鼓励投资者仔细监控其产量增长和盈利动态。</blockquote></p><p> Nevertheless, its valuations have dropped significantly since its earlier momentum spike. The stock has declined more than 25% since our Neutral call, as we encouraged investors to wait for the dip.</p><p><blockquote>尽管如此,自早些时候的势头飙升以来,其估值已大幅下降。自我们的中性看涨期权以来,该股已下跌超过25%,因为我们鼓励投资者等待下跌。</blockquote></p><p> If we consider Rivian's valuations against Tesla moving forward, it may seem more reasonable than the EV leader. However, investors should note that Tesla is already a solidly profitable EV maker. It also has proven its production ramp capabilities exceptionally well. Moreover, its brand value has also increased tremendously globally. Therefore, comparing their revenue multiples directly without adjusting for Tesla's advantages would not make sense.</p><p><blockquote>如果我们考虑Rivian相对于特斯拉的估值,它似乎比电动汽车领导者更合理。然而,投资者应该注意到,特斯拉已经是一家盈利稳定的电动汽车制造商。它还很好地证明了其增产能力。而且,其品牌价值也在全球范围内大幅提升。因此,如果不根据特斯拉的优势进行调整,直接比较它们的收入倍数是没有意义的。</blockquote></p><p> Based on Rivian stock's EV/FY25 revenue multiple of 3.4x, it's trading at 50% of Tesla's FY25 revenue multiple. Therefore, we think RIVN stock looks fairly valued now. Nevertheless, we believe that RIVN stock remains a highly speculative play. However, the company seems to be getting well on track to meet its mid-term production guidance. Therefore, the current weakness could offer speculative investors a potential opportunity to add exposure at a more reasonable valuation.</p><p><blockquote>根据Rivian股票的EV/2025财年收入倍数3.4倍,其交易价格为特斯拉2025财年收入倍数的50%。因此,我们认为RIVN股票现在看起来估值相当合理。尽管如此,我们认为RIVN股票仍然是一种高度投机性的股票。然而,该公司似乎正在顺利实现中期生产指导。因此,当前的疲软可能为投机性投资者提供以更合理的估值增加敞口的潜在机会。</blockquote></p><p> Consequently,<i>we revise our rating on RIVN stock to Buy.</i>However, we would like to caution that RIVN stock may be suitable for speculative investors only. Moreover, the stock could continue to exhibit tremendous volatility. Therefore, investors are encouraged to add in phases.</p><p><blockquote>因此,<i>我们将RIVN股票的评级调整为买入。</i>但是,我们要警告的是,RIVN股票可能只适合投机性投资者。此外,该股可能会继续表现出巨大的波动性。因此,鼓励投资者分期加仓。</blockquote></p><p> This article was written by JR Research.</p><p><blockquote>本文由JR Research撰写。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4476199-rivian-stock-buy-sell-hold\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://seekingalpha.com/article/4476199-rivian-stock-buy-sell-hold","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123940793","content_text":"Summary\n\nRivian stock has dropped more than 25% since our last Neutral call.\nThe company reported a slight production target miss in its FQ3 earnings call. However, we don't think investors should be overly worried.\nWe discuss why we think RIVN stock is a Buy now.\n\nMichael M. Santiago/Getty Images News\nInvestment Thesis\nRivian Automotive, Inc. (RIVN) recently released its first earnings reports for FQ3'21 as a public company. Notably, the company missed its 1,200 vehicle production target by \"a few hundred vehicles.\" However, we weren't surprised, given the current supply chain bottlenecks and the challenges in ramping production. Moreover, we don't think investors should be unduly concerned about its short-term production goal. Management was clear as it emphasized that its long-term production targets remain unaffected.\nNevertheless, we believe that ramping production successfully will continue to be a key hurdle facing CEO RJ Scaringe & Co. Investors sent the stock tumbling after its earnings report, which we believe the market took the opportunity to pare down risk. After all, RIVN stock had traded at an incredible market cap of $112.8B when we wrote our previous article. Following the recent sell-off, Rivian's market cap has dropped to $88B. Therefore, we believe it's an appropriate time to revisit our thesis on RIVN stock post-FQ3 earnings.\nWe also discuss why we think the stock seems fairly valued now.\nRivian Market Cap Trend\nRIVN market cap analysis (as of 17 December'21).\nReaders can quickly glean that Rivian's market cap has dropped dramatically back to where it started life as a public company. It last registered a market cap of $88B, while it began trading with a market cap of $83.6B in early November.\nNevertheless, Rivian's market cap still exceeded Ford (F) and General Motors (GM) market cap even as it just started making deliveries in September. Some investors find it incredulous that a company that hasn't even ramped production could be worth more than both the US auto leaders.\nWhy We Think Rivian Investors Remain Optimistic Post-FQ3\nRivian's report card wasn't a disaster, even if the company missed its production guidance for 2021. CEO RJ Scaringe offered assurances as he emphasized (edited):\n\n For 2021, \n we expect to produce a few hundred vehicles short of our initial 1,200 vehicle production target. We do not believe any of our supply chain challenges represent long-term systemic issues. We remain well-positioned to capture and drive the accelerated large-scale adoption of sustainable transportation. However, a small number of suppliers or small number of components may be ramping a little slower, creating constraints or bottlenecks. Those challenges have been really a focal point for us over the last two and a half, three months. \n But, these issues are short-term in nature and they are solvable problems. So, we don't see any long-term systemic challenges associated with ramping the supply chain. (Rivian's FQ3'21 earnings call)\n\nRivian planned production capacity and delivery consensus estimates. Data source: S&P Capital IQ, Barron's\nRivian telegraphed that it would be commencing its new Georgia production facility in mid'22 and ready to begin production from 2024. Georgia's planned annual run rate is estimated at 400K. Therefore, it would afford Rivian a collective annual production capacity of 600K if we include its Illinois facility. Nevertheless, the company did not specify how long it would take to ramp production to its planned capacity. However, consensus estimates point to a relatively positive ramp through FY25. As a result, Rivian is estimated to deliver about 40K of vehicles in FY22. However, it would reach the 360K milestone by FY25, registering an estimated delivery CAGR of 108%. Its 360K estimate includes the 100K EDV orders from its exclusive last-mile delivery partner and cornerstone investor Amazon (AMZN).\nThere's little doubt that the delivery cadence estimates look very aggressive. But, if done well, it's also not impossible. Keen investors should recall that Tesla (TSLA) took just two years to ramp Giga Shanghai from zero to its current 600K annual run rate. It has even recently made new investments to enhance its production capacity further. Rivian also seems highly confident that they can ramp successfully, as CEO RJ Scaringe emphasized (edited):\n\n We've architected the product development to be capable of running more than one program and launching more than one program at once, but also to have those fast feedback loops between the different programs. So with that, the commercial van has actually learned a lot from the R1 platform and the R1 platform launch. What you see in terms of the facility in Georgia, is key for us from an expansion point of view. We're quite confident in the path ahead. All three of our vehicles have been certified for sale and they're being produced on two different production lines. \n The organization was architected to facilitate running and operating multiple programs at the same time. And so as we now look at what the ramp will look like for both R1T and R1S into next year, it really positions us to rapidly grow through the course of 2022. (Rivian's FQ3'21 earnings call)\n\nWhile it's still early, Rivian investors are undoubtedly confident that the company can deliver on its production cadence to meet its delivery milestones. The company is not facing a demand issue compared to short-term supply constraints. They updated that R1 orders have climbed to 71K from 55K in the previous update. Nevertheless, these are cancelable orders, as their delivery timeline has been stretched to 2023 if a new order is placed now. Given that auto leaders General Motors, Ford, and Tesla will also be expected to compete with their pickup trucks soon, Rivian must maintain its production cadence. Therefore, we encourage investors to monitor their production milestones very carefully moving ahead.\nInvestors Must Carefully Monitor Amazon's EDV Range\nThe partnership with Amazon is critical to jumpstarting Rivian's ambitions into the commercial fleet segment. Not only does it offer the opportunity of massive fleet sales, but it also sells its fleet management subscriptions as part of its commercial sales. Consequently, it introduces a recurring software revenue stream component on top of its hardware revenue. It also applies to the Amazon fleet, as Rivian accentuated: \"That software subscription goes live basically now on the commercial side.\"\nRivian is expected to deliver 10K EDV by 2022 following \"months of testing in 15 cities.\" Investors should remember that Amazon retains the right to change its number of orders. Therefore it's critical that Rivian can meet Amazon's expectations. We believe it has also driven Rivian to ramp production quickly. Given how quickly they secured their second production facility, we believe that the company seems confident in meeting its production targets, and consequently, Amazon's orders.\nRivian emphasized that its EDV is capable of 201 miles range, and it is on track to deliver its vehicles to Amazon. However, a previous report by The Information highlighted some challenges in Amazon's testing, on top of its battery draining problem. The Information reported (edited):\n\n Rivian said the Amazon vans would have a range of between 120 miles and 150 miles depending on their size. But one driver involved in testing the vans said the range could be much less, depending on the weather. The driver who spoke to The Information said the battery drained about 40% faster than normal if the van’s heating or cooling was on. As a result, drivers have been testing the vans on what they dubbed “nursery routes,” where vans didn’t venture too far away from the contractors’ headquarters. (The Information)\n\nNevertheless, Amazon's director of Global Fleets and Products, Ross Rachey, noted that once the vans are in production, \"they would have a range of 150 miles, which is double the range of the majority of Amazon's routes.\" Notably, the company also quickly emphasized that these test vans are not fully developed yet.\nWe believe a successful launch program with Amazon could open up many potential opportunities outside of the Last Mile segment. Investors should note that Amazon's exclusive partnership with Rivian is limited to Last Mile. But, the commercial space is much larger than the Last Mile segment. Rivian also raved about its market opportunities in the larger commercial space, as Scaringe added (edited):\n\nAmazon represents such a large pool of demand for us.So it's really critical that we do not starve them of vehicles. Nevertheless, the RCV platform was architected and designed \n fully contemplating vehicles beyond Last Mile, such as in the cargo space, or in the workspace. So there's a whole host of opportunities that exists both in large volumes, but also across a very long spread-out tail of commercial applications. Thus, we also have an eye on launching non-EDV versions on the RCV platform to capitalize on these opportunities. (Rivian's FQ3'21 earnings call)\n\nSo, is RIVN Stock a Buy/Hold/Sell Now?\nRivian revenue and adjusted EBIT margins mean consensus estimates. Data source: S&P Capital IQ\nRIVN and TSLA stock EV/Fwd Revenue valuation comps. Data source: S&P Capital IQ\nConsensus estimates point to a largely successful ramp, as we explained earlier. As a result, Rivian's revenue is estimated to reach $27.84B by FY25. However, the company is not expected to be profitable based on adjusted EBIT margins by then. Therefore, investors are encouraged to monitor its production ramp and profitability dynamics moving forward carefully.\nNevertheless, its valuations have dropped significantly since its earlier momentum spike. The stock has declined more than 25% since our Neutral call, as we encouraged investors to wait for the dip.\nIf we consider Rivian's valuations against Tesla moving forward, it may seem more reasonable than the EV leader. However, investors should note that Tesla is already a solidly profitable EV maker. It also has proven its production ramp capabilities exceptionally well. Moreover, its brand value has also increased tremendously globally. Therefore, comparing their revenue multiples directly without adjusting for Tesla's advantages would not make sense.\nBased on Rivian stock's EV/FY25 revenue multiple of 3.4x, it's trading at 50% of Tesla's FY25 revenue multiple. Therefore, we think RIVN stock looks fairly valued now. Nevertheless, we believe that RIVN stock remains a highly speculative play. However, the company seems to be getting well on track to meet its mid-term production guidance. Therefore, the current weakness could offer speculative investors a potential opportunity to add exposure at a more reasonable valuation.\nConsequently,we revise our rating on RIVN stock to Buy.However, we would like to caution that RIVN stock may be suitable for speculative investors only. Moreover, the stock could continue to exhibit tremendous volatility. Therefore, investors are encouraged to add in phases.\nThis article was written by JR Research.","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":3513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693527990,"gmtCreate":1640051925461,"gmtModify":1640054322684,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>the stock that keep sinking","listText":"<a href=\"https://laohu8.com/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>the stock that keep sinking","text":"$SINGTEL(Z74.SI)$the stock that keep sinking","images":[{"img":"https://static.tigerbbs.com/d60c0100428d7ab71c5f40bdc06ab497","width":"1080","height":"2351"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693527990","isVote":1,"tweetType":1,"viewCount":1499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":690976531,"gmtCreate":1639627153237,"gmtModify":1639627153468,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"yes and remind me not buy FOMO stock anymore","listText":"yes and remind me not buy FOMO stock anymore","text":"yes and remind me not buy FOMO stock anymore","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690976531","repostId":"1143795954","repostType":2,"isVote":1,"tweetType":1,"viewCount":3555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607191759,"gmtCreate":1639495036014,"gmtModify":1639495036206,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>how to escape ?","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>how to escape ?","text":"$Palantir Technologies Inc.(PLTR)$how to escape ?","images":[{"img":"https://static.tigerbbs.com/6d2cf46a767174f417cde020b14b1e6e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/607191759","isVote":1,"tweetType":1,"viewCount":2052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":604259814,"gmtCreate":1639406110905,"gmtModify":1639406197533,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>again another tech stock trend go up,this one go down","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>again another tech stock trend go up,this one go down","text":"$Palantir Technologies Inc.(PLTR)$again another tech stock trend go up,this one go down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604259814","isVote":1,"tweetType":1,"viewCount":3857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606084168,"gmtCreate":1638801674260,"gmtModify":1638801674481,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>tonight will break <18","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>tonight will break 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(ECX).Should i buy more tonight ?","listText":"Palantir Technologies (NYSE:PLTR) has secured an additional $43M contract from the Space Systems Command's (SSC) Cross-Mission Ground & Communications Enterprise (ECX).Should i buy more tonight ?","text":"Palantir Technologies (NYSE:PLTR) has secured an additional $43M contract from the Space Systems Command's (SSC) Cross-Mission Ground & Communications Enterprise (ECX).Should i buy more tonight ?","images":[{"img":"https://static.tigerbbs.com/e0633e38308478735ea9fec37b419785","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/603724809","isVote":1,"tweetType":1,"viewCount":3405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":603229692,"gmtCreate":1638415304748,"gmtModify":1638415542236,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>climb a bit and then sink again. ","listText":"<a href=\"https://laohu8.com/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>climb a bit and then sink again. 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lol","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>anyone have more lost than me ? lol","text":"$Palantir Technologies Inc.(PLTR)$anyone have more lost than me ? lol","images":[{"img":"https://static.tigerbbs.com/1fb180a0850b239026ee73b7e3d293d2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/875854409","isVote":1,"tweetType":1,"viewCount":1446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":872525399,"gmtCreate":1637550062417,"gmtModify":1637550062579,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>feel this stock trap up a bit and sink. Announce revenue double but dividend sink ","listText":"<a href=\"https://laohu8.com/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>feel this stock trap up a bit and sink. Announce revenue double but dividend sink ","text":"$SINGTEL(Z74.SI)$feel this stock trap up a bit and sink. Announce revenue double but dividend sink","images":[{"img":"https://static.tigerbbs.com/920074980d0de76bb1bcadb436f69b2a","width":"1080","height":"3444"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872525399","isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":872522286,"gmtCreate":1637549991858,"gmtModify":1637549991993,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/G13.SI\">$GENTING SINGAPORE LIMITED(G13.SI)$</a>still hold this at 1.0x before covid. Will it bound ? eager to escape but still have confidence if tourist are back","listText":"<a href=\"https://laohu8.com/S/G13.SI\">$GENTING SINGAPORE LIMITED(G13.SI)$</a>still hold this at 1.0x before covid. Will it bound ? eager to escape but still have confidence if tourist are back","text":"$GENTING SINGAPORE LIMITED(G13.SI)$still hold this at 1.0x before covid. Will it bound ? eager to escape but still have confidence if tourist are back","images":[{"img":"https://static.tigerbbs.com/85412eedf200bf0c63d364b45e102e7b","width":"1080","height":"3444"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872522286","isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":876524825,"gmtCreate":1637333604152,"gmtModify":1637333604408,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"ICLN,PBW & TAN","listText":"ICLN,PBW & TAN","text":"ICLN,PBW & TAN","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/876524825","repostId":"1140322735","repostType":2,"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876388233,"gmtCreate":1637271367977,"gmtModify":1637271368093,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>next week will plunge to teen level","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>next week will plunge to teen level","text":"$Palantir Technologies Inc.(PLTR)$next week will plunge to teen level","images":[{"img":"https://static.tigerbbs.com/be0e3d467a60929d93e0ad5be6393a9f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876388233","isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":878451440,"gmtCreate":1637225082176,"gmtModify":1637225082288,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>keep average down = catch falling knife for this stock ?","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>keep average down = catch falling knife for this stock ?","text":"$Palantir Technologies Inc.(PLTR)$keep average down = catch falling knife for this stock ?","images":[{"img":"https://static.tigerbbs.com/bc9ebdd29089f1f9d43f3a0447fbb6ef","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878451440","isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":603724809,"gmtCreate":1638455317377,"gmtModify":1638455317504,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"Palantir Technologies (NYSE:PLTR) has secured an additional $43M contract from the Space Systems Command's (SSC) Cross-Mission Ground & Communications Enterprise (ECX).Should i buy more tonight ?","listText":"Palantir Technologies (NYSE:PLTR) has secured an additional $43M contract from the Space Systems Command's (SSC) Cross-Mission Ground & Communications Enterprise (ECX).Should i buy more tonight ?","text":"Palantir Technologies (NYSE:PLTR) has secured an additional $43M contract from the Space Systems Command's (SSC) Cross-Mission Ground & Communications Enterprise (ECX).Should i buy more tonight ?","images":[{"img":"https://static.tigerbbs.com/e0633e38308478735ea9fec37b419785","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/603724809","isVote":1,"tweetType":1,"viewCount":3405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":604259814,"gmtCreate":1639406110905,"gmtModify":1639406197533,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>again another tech stock trend go up,this one go down","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>again another tech stock trend go up,this one go down","text":"$Palantir Technologies Inc.(PLTR)$again another tech stock trend go up,this one go down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604259814","isVote":1,"tweetType":1,"viewCount":3857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859832095,"gmtCreate":1634686173743,"gmtModify":1634686174358,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"very good to see","listText":"very good to see","text":"very good to see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859832095","repostId":"2176710436","repostType":4,"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876524825,"gmtCreate":1637333604152,"gmtModify":1637333604408,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"ICLN,PBW & TAN","listText":"ICLN,PBW & TAN","text":"ICLN,PBW & TAN","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/876524825","repostId":"1140322735","repostType":2,"repost":{"id":"1140322735","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637333394,"share":"https://www.laohu8.com/m/news/1140322735?lang=zh_CN&edition=full","pubTime":"2021-11-19 22:49","market":"us","language":"en","title":"House passes $1.75 trillion Biden plan that funds universal pre-K, Medicare expansion and renewable energy credits<blockquote>众议院通过1.75万亿美元的拜登计划,为全民学前教育、医疗保险扩张和可再生能源信贷提供资金</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140322735","media":"Tiger Newspress","summary":"The House of Representatives on Friday passed the largest expansion of the social safety net in deca","content":"<p>The House of Representatives on Friday passed the largest expansion of the social safety net in decades, a $1.75 trillion bill that funds universal pre-K, Medicare expansion, renewable energy credits, affordable housing, a year of expanded Child Tax Credits and major Obamacare subsidies.</p><p><blockquote>众议院周五通过了几十年来最大规模的社会安全网扩张,一项1.75万亿美元的法案,为普及学前教育、医疗保险扩张、可再生能源信贷、经济适用房、一年扩大的儿童税收抵免和主要的奥巴马医改补贴提供资金。</blockquote></p><p> Now that it has cleared the House, President Joe Biden’s Build Back Better Act goes to the Senate, where it is likely to be revised in the coming weeks. Senate Majority Leader Chuck Schumer said he aims to have the chamber pass the bill before Christmas. The House will need to vote on it again if the bill is altered.</p><p><blockquote>现在,乔·拜登总统的《重建更好法案》已经在众议院获得通过,该法案可能会在未来几周内进行修订。参议院多数党领袖查克·舒默表示,他的目标是让众议院在圣诞节前通过该法案。如果该法案被修改,众议院将需要再次投票。</blockquote></p><p> If the measure is signed into law, the bill will profoundly change how many Americans live, especially families with children, the elderly and low income Americans.</p><p><blockquote>如果该措施签署成为法律,该法案将深刻改变多少美国人的生活方式,特别是有孩子的家庭、老年人和低收入美国人。</blockquote></p><p> What’s in the current version of the bill:</p><p><blockquote>当前版本的法案内容:</blockquote></p><p> <ul> <li>Universal preschool for all 3- and 4-year olds. In addition to helping millions of children prepare better for school, the benefit would enable parents of young children to return to the work force earlier.</li> <li>Capping childcare costs at 7% of income for parents earning up to 250% of a state’s median income.</li> <li>4 weeks of federal paid parental, sick or caregiver leave.</li> <li>A year of expanded Child Tax Credits. During the past year, these credits have raised households with more than 3 million children out of poverty, and cut overall child poverty in America by 25%.</li> <li>Extended pandemic-era Affordable Care Act subsidies. So far this year, these subsidies have increased ACA enrollment by more than 2 million.</li> <li>New hearing benefits for Medicare beneficiaries, including coverage for a new hearing aid every five years.</li> <li>A $35 per-month limit on the cost of insulin under Medicare, and a cap on out-of-pocket prescription drug costs at $2,000 per year.</li> <li>$500 billion to combat climate change, largely through clean energy tax credits. This represents the largest ever federal investment in clean energy.</li> <li>Raising the State and Local Tax deduction limit from $10,000 to $80,000.</li> </ul></p><p><blockquote><ul><li>面向所有3岁和4岁儿童的普及学前教育。除了帮助数百万儿童更好地准备上学之外,这项福利还将使幼儿的父母能够更早地重返工作岗位。</li><li>对于收入不超过州中值250%的父母,将儿童保育费用限制在收入的7%。</li><li>4周联邦带薪育儿假、病假或护理假。</li><li>扩大儿童税收抵免的一年。在过去的一年里,这些信贷帮助有300多万儿童的家庭摆脱了贫困,并将美国的整体儿童贫困率降低了25%。</li><li>延长疫情时代患者保护与平价医疗法案补贴。今年到目前为止,这些补贴已经使ACA入学人数增加了200多万。</li><li>为Medicare受益人提供新的听力福利,包括每五年购买一次新助听器的保险。</li><li>医疗保险下的胰岛素费用上限为每月35美元,自付费用处方药费用上限为每年2,000美元。</li><li>5000亿美元用于应对气候变化,主要通过清洁能源税收抵免。这是联邦政府有史以来对清洁能源的最大投资。</li><li>将州和地方税扣除限额从10,000美元提高到80,000美元。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>House passes $1.75 trillion Biden plan that funds universal pre-K, Medicare expansion and renewable energy credits<blockquote>众议院通过1.75万亿美元的拜登计划,为全民学前教育、医疗保险扩张和可再生能源信贷提供资金</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHouse passes $1.75 trillion Biden plan that funds universal pre-K, Medicare expansion and renewable energy credits<blockquote>众议院通过1.75万亿美元的拜登计划,为全民学前教育、医疗保险扩张和可再生能源信贷提供资金</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-19 22:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The House of Representatives on Friday passed the largest expansion of the social safety net in decades, a $1.75 trillion bill that funds universal pre-K, Medicare expansion, renewable energy credits, affordable housing, a year of expanded Child Tax Credits and major Obamacare subsidies.</p><p><blockquote>众议院周五通过了几十年来最大规模的社会安全网扩张,一项1.75万亿美元的法案,为普及学前教育、医疗保险扩张、可再生能源信贷、经济适用房、一年扩大的儿童税收抵免和主要的奥巴马医改补贴提供资金。</blockquote></p><p> Now that it has cleared the House, President Joe Biden’s Build Back Better Act goes to the Senate, where it is likely to be revised in the coming weeks. Senate Majority Leader Chuck Schumer said he aims to have the chamber pass the bill before Christmas. The House will need to vote on it again if the bill is altered.</p><p><blockquote>现在,乔·拜登总统的《重建更好法案》已经在众议院获得通过,该法案可能会在未来几周内进行修订。参议院多数党领袖查克·舒默表示,他的目标是让众议院在圣诞节前通过该法案。如果该法案被修改,众议院将需要再次投票。</blockquote></p><p> If the measure is signed into law, the bill will profoundly change how many Americans live, especially families with children, the elderly and low income Americans.</p><p><blockquote>如果该措施签署成为法律,该法案将深刻改变多少美国人的生活方式,特别是有孩子的家庭、老年人和低收入美国人。</blockquote></p><p> What’s in the current version of the bill:</p><p><blockquote>当前版本的法案内容:</blockquote></p><p> <ul> <li>Universal preschool for all 3- and 4-year olds. In addition to helping millions of children prepare better for school, the benefit would enable parents of young children to return to the work force earlier.</li> <li>Capping childcare costs at 7% of income for parents earning up to 250% of a state’s median income.</li> <li>4 weeks of federal paid parental, sick or caregiver leave.</li> <li>A year of expanded Child Tax Credits. During the past year, these credits have raised households with more than 3 million children out of poverty, and cut overall child poverty in America by 25%.</li> <li>Extended pandemic-era Affordable Care Act subsidies. So far this year, these subsidies have increased ACA enrollment by more than 2 million.</li> <li>New hearing benefits for Medicare beneficiaries, including coverage for a new hearing aid every five years.</li> <li>A $35 per-month limit on the cost of insulin under Medicare, and a cap on out-of-pocket prescription drug costs at $2,000 per year.</li> <li>$500 billion to combat climate change, largely through clean energy tax credits. This represents the largest ever federal investment in clean energy.</li> <li>Raising the State and Local Tax deduction limit from $10,000 to $80,000.</li> </ul></p><p><blockquote><ul><li>面向所有3岁和4岁儿童的普及学前教育。除了帮助数百万儿童更好地准备上学之外,这项福利还将使幼儿的父母能够更早地重返工作岗位。</li><li>对于收入不超过州中值250%的父母,将儿童保育费用限制在收入的7%。</li><li>4周联邦带薪育儿假、病假或护理假。</li><li>扩大儿童税收抵免的一年。在过去的一年里,这些信贷帮助有300多万儿童的家庭摆脱了贫困,并将美国的整体儿童贫困率降低了25%。</li><li>延长疫情时代患者保护与平价医疗法案补贴。今年到目前为止,这些补贴已经使ACA入学人数增加了200多万。</li><li>为Medicare受益人提供新的听力福利,包括每五年购买一次新助听器的保险。</li><li>医疗保险下的胰岛素费用上限为每月35美元,自付费用处方药费用上限为每年2,000美元。</li><li>5000亿美元用于应对气候变化,主要通过清洁能源税收抵免。这是联邦政府有史以来对清洁能源的最大投资。</li><li>将州和地方税扣除限额从10,000美元提高到80,000美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140322735","content_text":"The House of Representatives on Friday passed the largest expansion of the social safety net in decades, a $1.75 trillion bill that funds universal pre-K, Medicare expansion, renewable energy credits, affordable housing, a year of expanded Child Tax Credits and major Obamacare subsidies.\nNow that it has cleared the House, President Joe Biden’s Build Back Better Act goes to the Senate, where it is likely to be revised in the coming weeks. Senate Majority Leader Chuck Schumer said he aims to have the chamber pass the bill before Christmas. The House will need to vote on it again if the bill is altered.\nIf the measure is signed into law, the bill will profoundly change how many Americans live, especially families with children, the elderly and low income Americans.\nWhat’s in the current version of the bill:\n\nUniversal preschool for all 3- and 4-year olds. In addition to helping millions of children prepare better for school, the benefit would enable parents of young children to return to the work force earlier.\nCapping childcare costs at 7% of income for parents earning up to 250% of a state’s median income.\n4 weeks of federal paid parental, sick or caregiver leave.\nA year of expanded Child Tax Credits. During the past year, these credits have raised households with more than 3 million children out of poverty, and cut overall child poverty in America by 25%.\nExtended pandemic-era Affordable Care Act subsidies. So far this year, these subsidies have increased ACA enrollment by more than 2 million.\nNew hearing benefits for Medicare beneficiaries, including coverage for a new hearing aid every five years.\nA $35 per-month limit on the cost of insulin under Medicare, and a cap on out-of-pocket prescription drug costs at $2,000 per year.\n$500 billion to combat climate change, largely through clean energy tax credits. This represents the largest ever federal investment in clean energy.\nRaising the State and Local Tax deduction limit from $10,000 to $80,000.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875854409,"gmtCreate":1637635126063,"gmtModify":1637635126172,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>anyone have more lost than me ? lol","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>anyone have more lost than me ? lol","text":"$Palantir Technologies Inc.(PLTR)$anyone have more lost than me ? lol","images":[{"img":"https://static.tigerbbs.com/1fb180a0850b239026ee73b7e3d293d2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/875854409","isVote":1,"tweetType":1,"viewCount":1446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":843284074,"gmtCreate":1635832747781,"gmtModify":1635832747781,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>should average up or buy more ?","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>should average up or buy more ?","text":"$Palantir Technologies Inc.(PLTR)$should average up or buy more ?","images":[{"img":"https://static.tigerbbs.com/5b0771fa14777ad67c42460a86624c08","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/843284074","isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":603123965,"gmtCreate":1638375954976,"gmtModify":1638375955262,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>all other stock green but why this keep red","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>all other stock green but why this keep red","text":"$Palantir Technologies Inc.(PLTR)$all other stock green but why this keep red","images":[{"img":"https://static.tigerbbs.com/937ae2cea562681fae0c5dd597e68963","width":"1080","height":"3444"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603123965","isVote":1,"tweetType":1,"viewCount":1353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":877212266,"gmtCreate":1637935291288,"gmtModify":1637935291379,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>18 today ?","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>18 today ?","text":"$Palantir Technologies Inc.(PLTR)$18 today ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/877212266","isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607191759,"gmtCreate":1639495036014,"gmtModify":1639495036206,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>how to escape ?","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>how to escape ?","text":"$Palantir Technologies Inc.(PLTR)$how to escape ?","images":[{"img":"https://static.tigerbbs.com/6d2cf46a767174f417cde020b14b1e6e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/607191759","isVote":1,"tweetType":1,"viewCount":2052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":878451440,"gmtCreate":1637225082176,"gmtModify":1637225082288,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>keep average down = catch falling knife for this stock ?","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>keep average down = catch falling knife for this stock ?","text":"$Palantir Technologies Inc.(PLTR)$keep average down = catch falling knife for this stock ?","images":[{"img":"https://static.tigerbbs.com/bc9ebdd29089f1f9d43f3a0447fbb6ef","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878451440","isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":870630770,"gmtCreate":1636608214492,"gmtModify":1636608214604,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>feel cheated by this stock, 1 year never go up ","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>feel cheated by this stock, 1 year never go up ","text":"$Palantir Technologies Inc.(PLTR)$feel cheated by this stock, 1 year never go up","images":[{"img":"https://static.tigerbbs.com/68a0a019220ba33c50aaa8202cd6460b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870630770","isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847215835,"gmtCreate":1636523423969,"gmtModify":1636523424156,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"is palantir considered meme stock ?","listText":"is palantir considered meme stock ?","text":"is palantir considered meme stock ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847215835","repostId":"1156695981","repostType":2,"repost":{"id":"1156695981","kind":"news","pubTimestamp":1636514367,"share":"https://www.laohu8.com/m/news/1156695981?lang=zh_CN&edition=full","pubTime":"2021-11-10 11:19","market":"us","language":"en","title":"The Fed thinks meme stocks threaten the financial structure<blockquote>美联储认为模因股票威胁金融结构</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156695981","media":"Marketwatch","summary":"After some detailed research, the Federal Reserve said on Monday thatit is beginning to worrythat th","content":"<p>After some detailed research, the Federal Reserve said on Monday thatit is beginning to worrythat the recent and unprecedented volatility in meme stocks like GameStop and AMC Entertainment are creating pockets of risk inside markets that could create real problems for the entire U.S. financial system.</p><p><blockquote>经过一些详细研究后,美联储周一表示,它开始担心游戏驿站和AMC院线等模因股票最近前所未有的波动正在市场内制造风险,可能会给整个美国金融体系带来真正的问题。</blockquote></p><p> On Tuesday, many of the self-professed “Apes” who created that volatility reacted to the Fed’s concern about meme stocks in a way best represented by, well, a meme:</p><p><blockquote>周二,许多自称制造波动的“猿类”对美联储对模因股票的担忧做出了反应,模因最能代表这一点:</blockquote></p><p> Based on actual textfrom the Fed’s most recent financial stability report, zero-commission trading apps and investors using social media to coordinate their trades have created a weaponized “echo chamber in which retail investors find themselves communicating most frequently with others with similar interests and views.”</p><p><blockquote>根据美联储最新金融稳定报告的实际文本,零佣金交易应用程序和使用社交媒体协调交易的投资者创造了一个武器化的“回音室”,散户投资者发现自己最频繁地与具有相似兴趣和观点的其他人进行交流。”</blockquote></p><p> In turn, the report found, those like-minded investors create huge waves of volatility and risk that could create real issues for the markets and the financial system in a downturn, especially with so many of these mostly younger retail investors exposing themselves to massive losses using leverage and options to execute their trades.</p><p><blockquote>报告发现,反过来,那些志同道合的投资者制造了巨大的波动和风险,可能会在经济低迷时期给市场和金融体系带来真正的问题,特别是在许多年轻散户投资者面临巨大损失的情况下。使用杠杆和期权执行交易。</blockquote></p><p> But that risk also can be felt elsewhere. Fed Gov. Lael Brainard wrote in a statement accompanying the report that it has already been seen inthe Archegos Capital Management meltdownsaga and could spread.</p><p><blockquote>但这种风险也可以在其他地方感受到。美联储理事莱尔·布雷纳德(Lael Brainard)在报告附带的一份声明中写道,这种情况已经在Archegos Capital Management的崩溃传奇中出现,并且可能会蔓延。</blockquote></p><p> “It highlights the potential for nonbank financial institutions such as hedge funds and other leveraged investors to generate large losses in the financial system,” Brainard wrote on Monday.</p><p><blockquote>布雷纳德周一写道:“这凸显了对冲基金和其他杠杆投资者等非银行金融机构在金融体系中造成巨额损失的可能性。”</blockquote></p><p> But while that warning — whichwasn’t Brainard’s first timeringing the alarm on the topic — might have been of concern for Wall Street, retail investors were unshaken.</p><p><blockquote>不过,尽管这一警告——这并不是布雷纳德第一次就这个话题发出警报——可能会引起华尔街的担忧,但散户投资者并没有动摇。</blockquote></p><p> Instead, many retail investors on social media spent Tuesday telling the Fed that using stocks to upend the existing structure of the financial system, by making hedge funds bleed, has been one of their goals all along, using the volatility to reveal what they see as widespread corruption.</p><p><blockquote>相反,社交媒体上的许多散户投资者周二告诉美联储,利用股票通过让对冲基金流血来颠覆金融体系的现有结构,一直是他们的目标之一,利用波动性来揭示他们所看到的普遍腐败。</blockquote></p><p> After all, it’s been no secret that Reddit’s Apes would like nothing more than to see hedge funds crippled by their own actions. Many individuals also expect the end result of that destruction to be a fairer system in which the little guy can thrive.</p><p><blockquote>毕竟,众所周知,Reddit的猿类最希望看到对冲基金因自己的行为而瘫痪。许多人还期望这种破坏的最终结果是一个更公平的系统,在这个系统中,小人物可以茁壮成长。</blockquote></p><p> “How is it that the ultra rich can basically GAMBLE in the stock market with over-leveraged positions, Dark Pools, insider information, etc. for YEARS and there is nothing to worry about,” read one very popular post on subreddit r/Superstonk.</p><p><blockquote>subreddit r/Superstonk上的一篇非常受欢迎的帖子写道:“为什么超级富豪基本上可以用过度杠杆头寸、暗池、内幕信息等在股市上赌博多年,没有什么可担心的。”</blockquote></p><p> “Yeah, these are pretty big words coming from an entity that printed 33% of money into existence in a year and then claimed that it wouldn’t lead to long term inflation,” opined user doned_mest_up. “They don’t quite yield the power over the economy that Reddit does, I suppose.”</p><p><blockquote>用户doned_mest_up表示:“是的,对于一个在一年内印刷了33%的货币,然后声称这不会导致长期通货膨胀的实体来说,这是相当大的言论。”“我想,它们并没有像Reddit那样对经济产生影响力。”</blockquote></p><p> But regardless of how Redditors or other retail investors feel, it is worth noting that Brainard’s involvement in the report should not be taken lightly. It has been recently reported thatshe has interviewed for the top job at the Fedand her chairmanship could include a much closer look at retail trading than Chairman Jerome Powell’s has so far.</p><p><blockquote>但无论Redditors或其他散户投资者的感受如何,值得注意的是,布雷纳德在报告中的参与不应掉以轻心。最近有报道称,她已经参加了美联储最高职位的面试,她的主席任期可能会比主席杰罗姆·鲍威尔迄今为止更密切地关注零售交易。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed thinks meme stocks threaten the financial structure<blockquote>美联储认为模因股票威胁金融结构</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed thinks meme stocks threaten the financial structure<blockquote>美联储认为模因股票威胁金融结构</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Marketwatch</strong><span class=\"h-time small\">2021-11-10 11:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After some detailed research, the Federal Reserve said on Monday thatit is beginning to worrythat the recent and unprecedented volatility in meme stocks like GameStop and AMC Entertainment are creating pockets of risk inside markets that could create real problems for the entire U.S. financial system.</p><p><blockquote>经过一些详细研究后,美联储周一表示,它开始担心游戏驿站和AMC院线等模因股票最近前所未有的波动正在市场内制造风险,可能会给整个美国金融体系带来真正的问题。</blockquote></p><p> On Tuesday, many of the self-professed “Apes” who created that volatility reacted to the Fed’s concern about meme stocks in a way best represented by, well, a meme:</p><p><blockquote>周二,许多自称制造波动的“猿类”对美联储对模因股票的担忧做出了反应,模因最能代表这一点:</blockquote></p><p> Based on actual textfrom the Fed’s most recent financial stability report, zero-commission trading apps and investors using social media to coordinate their trades have created a weaponized “echo chamber in which retail investors find themselves communicating most frequently with others with similar interests and views.”</p><p><blockquote>根据美联储最新金融稳定报告的实际文本,零佣金交易应用程序和使用社交媒体协调交易的投资者创造了一个武器化的“回音室”,散户投资者发现自己最频繁地与具有相似兴趣和观点的其他人进行交流。”</blockquote></p><p> In turn, the report found, those like-minded investors create huge waves of volatility and risk that could create real issues for the markets and the financial system in a downturn, especially with so many of these mostly younger retail investors exposing themselves to massive losses using leverage and options to execute their trades.</p><p><blockquote>报告发现,反过来,那些志同道合的投资者制造了巨大的波动和风险,可能会在经济低迷时期给市场和金融体系带来真正的问题,特别是在许多年轻散户投资者面临巨大损失的情况下。使用杠杆和期权执行交易。</blockquote></p><p> But that risk also can be felt elsewhere. Fed Gov. Lael Brainard wrote in a statement accompanying the report that it has already been seen inthe Archegos Capital Management meltdownsaga and could spread.</p><p><blockquote>但这种风险也可以在其他地方感受到。美联储理事莱尔·布雷纳德(Lael Brainard)在报告附带的一份声明中写道,这种情况已经在Archegos Capital Management的崩溃传奇中出现,并且可能会蔓延。</blockquote></p><p> “It highlights the potential for nonbank financial institutions such as hedge funds and other leveraged investors to generate large losses in the financial system,” Brainard wrote on Monday.</p><p><blockquote>布雷纳德周一写道:“这凸显了对冲基金和其他杠杆投资者等非银行金融机构在金融体系中造成巨额损失的可能性。”</blockquote></p><p> But while that warning — whichwasn’t Brainard’s first timeringing the alarm on the topic — might have been of concern for Wall Street, retail investors were unshaken.</p><p><blockquote>不过,尽管这一警告——这并不是布雷纳德第一次就这个话题发出警报——可能会引起华尔街的担忧,但散户投资者并没有动摇。</blockquote></p><p> Instead, many retail investors on social media spent Tuesday telling the Fed that using stocks to upend the existing structure of the financial system, by making hedge funds bleed, has been one of their goals all along, using the volatility to reveal what they see as widespread corruption.</p><p><blockquote>相反,社交媒体上的许多散户投资者周二告诉美联储,利用股票通过让对冲基金流血来颠覆金融体系的现有结构,一直是他们的目标之一,利用波动性来揭示他们所看到的普遍腐败。</blockquote></p><p> After all, it’s been no secret that Reddit’s Apes would like nothing more than to see hedge funds crippled by their own actions. Many individuals also expect the end result of that destruction to be a fairer system in which the little guy can thrive.</p><p><blockquote>毕竟,众所周知,Reddit的猿类最希望看到对冲基金因自己的行为而瘫痪。许多人还期望这种破坏的最终结果是一个更公平的系统,在这个系统中,小人物可以茁壮成长。</blockquote></p><p> “How is it that the ultra rich can basically GAMBLE in the stock market with over-leveraged positions, Dark Pools, insider information, etc. for YEARS and there is nothing to worry about,” read one very popular post on subreddit r/Superstonk.</p><p><blockquote>subreddit r/Superstonk上的一篇非常受欢迎的帖子写道:“为什么超级富豪基本上可以用过度杠杆头寸、暗池、内幕信息等在股市上赌博多年,没有什么可担心的。”</blockquote></p><p> “Yeah, these are pretty big words coming from an entity that printed 33% of money into existence in a year and then claimed that it wouldn’t lead to long term inflation,” opined user doned_mest_up. “They don’t quite yield the power over the economy that Reddit does, I suppose.”</p><p><blockquote>用户doned_mest_up表示:“是的,对于一个在一年内印刷了33%的货币,然后声称这不会导致长期通货膨胀的实体来说,这是相当大的言论。”“我想,它们并没有像Reddit那样对经济产生影响力。”</blockquote></p><p> But regardless of how Redditors or other retail investors feel, it is worth noting that Brainard’s involvement in the report should not be taken lightly. It has been recently reported thatshe has interviewed for the top job at the Fedand her chairmanship could include a much closer look at retail trading than Chairman Jerome Powell’s has so far.</p><p><blockquote>但无论Redditors或其他散户投资者的感受如何,值得注意的是,布雷纳德在报告中的参与不应掉以轻心。最近有报道称,她已经参加了美联储最高职位的面试,她的主席任期可能会比主席杰罗姆·鲍威尔迄今为止更密切地关注零售交易。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/the-fed-thinks-meme-stocks-threaten-the-financial-structure-retail-investors-say-thats-kind-of-the-point-11636498740?mod=home-page\">Marketwatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","GME":"游戏驿站"},"source_url":"https://www.marketwatch.com/story/the-fed-thinks-meme-stocks-threaten-the-financial-structure-retail-investors-say-thats-kind-of-the-point-11636498740?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156695981","content_text":"After some detailed research, the Federal Reserve said on Monday thatit is beginning to worrythat the recent and unprecedented volatility in meme stocks like GameStop and AMC Entertainment are creating pockets of risk inside markets that could create real problems for the entire U.S. financial system.\nOn Tuesday, many of the self-professed “Apes” who created that volatility reacted to the Fed’s concern about meme stocks in a way best represented by, well, a meme:\nBased on actual textfrom the Fed’s most recent financial stability report, zero-commission trading apps and investors using social media to coordinate their trades have created a weaponized “echo chamber in which retail investors find themselves communicating most frequently with others with similar interests and views.”\nIn turn, the report found, those like-minded investors create huge waves of volatility and risk that could create real issues for the markets and the financial system in a downturn, especially with so many of these mostly younger retail investors exposing themselves to massive losses using leverage and options to execute their trades.\nBut that risk also can be felt elsewhere. Fed Gov. Lael Brainard wrote in a statement accompanying the report that it has already been seen inthe Archegos Capital Management meltdownsaga and could spread.\n“It highlights the potential for nonbank financial institutions such as hedge funds and other leveraged investors to generate large losses in the financial system,” Brainard wrote on Monday.\nBut while that warning — whichwasn’t Brainard’s first timeringing the alarm on the topic — might have been of concern for Wall Street, retail investors were unshaken.\nInstead, many retail investors on social media spent Tuesday telling the Fed that using stocks to upend the existing structure of the financial system, by making hedge funds bleed, has been one of their goals all along, using the volatility to reveal what they see as widespread corruption.\nAfter all, it’s been no secret that Reddit’s Apes would like nothing more than to see hedge funds crippled by their own actions. Many individuals also expect the end result of that destruction to be a fairer system in which the little guy can thrive.\n“How is it that the ultra rich can basically GAMBLE in the stock market with over-leveraged positions, Dark Pools, insider information, etc. for YEARS and there is nothing to worry about,” read one very popular post on subreddit r/Superstonk.\n“Yeah, these are pretty big words coming from an entity that printed 33% of money into existence in a year and then claimed that it wouldn’t lead to long term inflation,” opined user doned_mest_up. “They don’t quite yield the power over the economy that Reddit does, I suppose.”\nBut regardless of how Redditors or other retail investors feel, it is worth noting that Brainard’s involvement in the report should not be taken lightly. 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Announce revenue double but dividend sink","images":[{"img":"https://static.tigerbbs.com/920074980d0de76bb1bcadb436f69b2a","width":"1080","height":"3444"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872525399","isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":872522286,"gmtCreate":1637549991858,"gmtModify":1637549991993,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/G13.SI\">$GENTING SINGAPORE LIMITED(G13.SI)$</a>still hold this at 1.0x before covid. 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Will it bound ? eager to escape but still have confidence if tourist are back","images":[{"img":"https://static.tigerbbs.com/85412eedf200bf0c63d364b45e102e7b","width":"1080","height":"3444"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872522286","isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":879791269,"gmtCreate":1636770500787,"gmtModify":1636770500859,"author":{"id":"3582679333932635","authorId":"3582679333932635","name":"laurent_rio","avatar":"https://static.tigerbbs.com/d216a8faac1f15369f56934d3025ddec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582679333932635","idStr":"3582679333932635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>US stock mostly green except this stock. 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