mengss7的个人主页 - 老虎社区

mengss7

mengss7

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2021-06-20

Nice

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2021-06-25

Of course tsla 🥳

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2021-06-24

Long tesla

"It's A Bust": Elon Musk's Fixation With Tesla's Failed Solar Roof Rollout<blockquote>“这是一次失败”：Elon Musk对特斯拉太阳能屋顶推广失败的执着</blockquote>

2021-06-25

I like cathie

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2021-06-23

I love donut

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2021-06-28

Support apple

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2021-06-28

nice

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2021-06-23

Still long tesla

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2021-06-23

Buy more shares

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2021-06-24

Nice

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去老虎APP查看更多动态

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a nice game!","listText":"Such a nice game!","text":"Such a nice game!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849546210","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 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<a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可参与活动</a> &#x1;如何参与？ 用户可通过完成活动页面展示的当日任务列表来获得字母卡，每完成一个任务即可随机获得一个字母，用户集齐“TIGER”五个字母即可参与瓜分百万股票代金券，每个用户单日最多可获得20张字母卡（不包括好友赠予和魔法卡）。 用户在活动期间邀请累计7名好友完成注册并开户（注册时间和开户时间均在活动期间），即可获得一张魔法卡（每人仅可获得一张魔法卡）。魔法卡可用于兑换TIGER中的任意一个字母。&#x1;如果用户的某一字母卡数量为0，则字母卡为灰色，用户可通过点击灰色的字母卡向好友索要卡片；如果用户的字母卡数量大于0，则字母卡为彩色，用户可通过点击彩色的字母卡向好友赠送卡片。当用户集齐TIGER之后将无法再索要卡片或者赠送卡片。 &#x1; &#x1;如何获得奖励？ 用户可在2021年7月1日至2021年7月2日期间进行开奖，所有集齐TIGER的客户可点击活动页面的“开奖”按钮，即可查看自己瓜分到的股票代金券奖励。在开奖时间段内未点击开奖的用户将无法获得奖励。&#x1; 奖励发放： 股票代金券将在开奖后的1个工作日内发放至用户的奖励中心，用户需要在奖励发放后的20天内前往【Tiger Trade APP &gt; 我的 &gt; 活动奖励】领取，过期未领取的奖励将自动失效。 重要提示： 本次7周年活动涉及不同国家和地区，由于各地区的监管要求不同，不同地区的活动奖励会有所区别。欲知详情，请点击下方活动链接，登陆您的账号，并点击“活动规则“查看详情。","listText":"老虎7周年给大家发福利了，集齐TIGER五个字母即有机会瓜分百万奖金，你准备好了吗？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可参与活动</a> &#x1;如何参与？ 用户可通过完成活动页面展示的当日任务列表来获得字母卡，每完成一个任务即可随机获得一个字母，用户集齐“TIGER”五个字母即可参与瓜分百万股票代金券，每个用户单日最多可获得20张字母卡（不包括好友赠予和魔法卡）。 用户在活动期间邀请累计7名好友完成注册并开户（注册时间和开户时间均在活动期间），即可获得一张魔法卡（每人仅可获得一张魔法卡）。魔法卡可用于兑换TIGER中的任意一个字母。&#x1;如果用户的某一字母卡数量为0，则字母卡为灰色，用户可通过点击灰色的字母卡向好友索要卡片；如果用户的字母卡数量大于0，则字母卡为彩色，用户可通过点击彩色的字母卡向好友赠送卡片。当用户集齐TIGER之后将无法再索要卡片或者赠送卡片。 &#x1; &#x1;如何获得奖励？ 用户可在2021年7月1日至2021年7月2日期间进行开奖，所有集齐TIGER的客户可点击活动页面的“开奖”按钮，即可查看自己瓜分到的股票代金券奖励。在开奖时间段内未点击开奖的用户将无法获得奖励。&#x1; 奖励发放： 股票代金券将在开奖后的1个工作日内发放至用户的奖励中心，用户需要在奖励发放后的20天内前往【Tiger Trade APP &gt; 我的 &gt; 活动奖励】领取，过期未领取的奖励将自动失效。 重要提示： 本次7周年活动涉及不同国家和地区，由于各地区的监管要求不同，不同地区的活动奖励会有所区别。欲知详情，请点击下方活动链接，登陆您的账号，并点击“活动规则“查看详情。","text":"老虎7周年给大家发福利了，集齐TIGER五个字母即有机会瓜分百万奖金，你准备好了吗？ 戳我即可参与活动 \u0001如何参与？ 用户可通过完成活动页面展示的当日任务列表来获得字母卡，每完成一个任务即可随机获得一个字母，用户集齐“TIGER”五个字母即可参与瓜分百万股票代金券，每个用户单日最多可获得20张字母卡（不包括好友赠予和魔法卡）。 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read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126991680","repostId":"167246269","repostType":1,"repost":{"id":167246269,"gmtCreate":1624273637149,"gmtModify":1631885184098,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【惊心动魄的交易】从腰斩到绝地反击，我是如何做到的？","htmlText":"<a href=\"https://laohu8.com/TW/169363331\" target=\"_blank\">【7周年有奖】说说我在老虎最惊心动魄的一次交易</a>的征文活动正在进行中，我们为大家准备了老虎七周年礼盒和免佣卡，欢迎大家踊跃参与~ 上周有许多虎友分享了自己的交易故事，有经历腰斩的，也有绝地反击的，跌宕起伏，精彩绝伦，小虎从中挑选了几篇优质内容，下面就让我们一起来欣赏一下吧~ <a href=\"https://laohu8.com/TW/169583173\" target=\"_blank\">投资需要耐心和策略， 腰斩都不慌，这才是好心态</a> <a href=\"https://laohu8.com/U/3546661330578669\">@多头队长</a> 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我在老虎的日子里，最惊心动魄的有2次大事件。第一次由于刚进入美股，被美股的自由度所吸引，做空啊，三倍etf啊，原油啊，股指期货啊，结果成功亏了50%，后来我觉得回本遥遥无期，然后把剩下的钱全部买入特斯拉。3个月我就竟然回本了，相当于涨了100%。第二次是21年2月，高位买入了老虎证券，价格在30左右。后来腰斩，我仔细分析老虎证券的公司发展，及未来预期觉得不需要担心，然后卖出其他股票，补仓老虎，最后基本上补了全仓。后来终于等到老虎这波大涨在股价22时候我已经回本，然后小赚后立马减仓，这次学乖了，减仓后重仓大科技等老虎回调，回调后再买入老虎。投资需要耐心和策略，在低位的时候都是惊心动魄的日子，熬过去才能有定性，心态才能锻炼出来，腰斩都不慌，这才是一种心态。<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> <a href=\"https://laohu8.com/TW/169470275\" target=\"_blank\">记录那些惊心动魄的交易 - 8I</a>","text":"【7周年有奖】说说我在老虎最惊心动魄的一次交易的征文活动正在进行中，我们为大家准备了老虎七周年礼盒和免佣卡，欢迎大家踊跃参与~ 上周有许多虎友分享了自己的交易故事，有经历腰斩的，也有绝地反击的，跌宕起伏，精彩绝伦，小虎从中挑选了几篇优质内容，下面就让我们一起来欣赏一下吧~ 投资需要耐心和策略， 腰斩都不慌，这才是好心态 @多头队长 我在老虎的日子里，最惊心动魄的有2次大事件。第一次由于刚进入美股，被美股的自由度所吸引，做空啊，三倍etf啊，原油啊，股指期货啊，结果成功亏了50%，后来我觉得回本遥遥无期，然后把剩下的钱全部买入特斯拉。3个月我就竟然回本了，相当于涨了100%。第二次是21年2月，高位买入了老虎证券，价格在30左右。后来腰斩，我仔细分析老虎证券的公司发展，及未来预期觉得不需要担心，然后卖出其他股票，补仓老虎，最后基本上补了全仓。后来终于等到老虎这波大涨在股价22时候我已经回本，然后小赚后立马减仓，这次学乖了，减仓后重仓大科技等老虎回调，回调后再买入老虎。投资需要耐心和策略，在低位的时候都是惊心动魄的日子，熬过去才能有定性，心态才能锻炼出来，腰斩都不慌，这才是一种心态。$老虎证券(TIGR)$ 记录那些惊心动魄的交易 - 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用户在活动期间邀请累计7名好友完成注册并开户（注册时间和开户时间均在活动期间），即可获得一张魔法卡（每人仅可获得一张魔法卡）。魔法卡可用于兑换TIGER中的任意一个字母。&#x1;如果用户的某一字母卡数量为0，则字母卡为灰色，用户可通过点击灰色的字母卡向好友索要卡片；如果用户的字母卡数量大于0，则字母卡为彩色，用户可通过点击彩色的字母卡向好友赠送卡片。当用户集齐TIGER之后将无法再索要卡片或者赠送卡片。 &#x1; &#x1;如何获得奖励？ 用户可在2021年7月1日至2021年7月2日期间进行开奖，所有集齐TIGER的客户可点击活动页面的“开奖”按钮，即可查看自己瓜分到的股票代金券奖励。在开奖时间段内未点击开奖的用户将无法获得奖励。&#x1; 奖励发放： 股票代金券将在开奖后的1个工作日内发放至用户的奖励中心，用户需要在奖励发放后的20天内前往【Tiger Trade APP &gt; 我的 &gt; 活动奖励】领取，过期未领取的奖励将自动失效。 重要提示： 本次7周年活动涉及不同国家和地区，由于各地区的监管要求不同，不同地区的活动奖励会有所区别。欲知详情，请点击下方活动链接，登陆您的账号，并点击“活动规则“查看详情。","listText":"老虎7周年给大家发福利了，集齐TIGER五个字母即有机会瓜分百万奖金，你准备好了吗？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可参与活动</a> &#x1;如何参与？ 用户可通过完成活动页面展示的当日任务列表来获得字母卡，每完成一个任务即可随机获得一个字母，用户集齐“TIGER”五个字母即可参与瓜分百万股票代金券，每个用户单日最多可获得20张字母卡（不包括好友赠予和魔法卡）。 用户在活动期间邀请累计7名好友完成注册并开户（注册时间和开户时间均在活动期间），即可获得一张魔法卡（每人仅可获得一张魔法卡）。魔法卡可用于兑换TIGER中的任意一个字母。&#x1;如果用户的某一字母卡数量为0，则字母卡为灰色，用户可通过点击灰色的字母卡向好友索要卡片；如果用户的字母卡数量大于0，则字母卡为彩色，用户可通过点击彩色的字母卡向好友赠送卡片。当用户集齐TIGER之后将无法再索要卡片或者赠送卡片。 &#x1; &#x1;如何获得奖励？ 用户可在2021年7月1日至2021年7月2日期间进行开奖，所有集齐TIGER的客户可点击活动页面的“开奖”按钮，即可查看自己瓜分到的股票代金券奖励。在开奖时间段内未点击开奖的用户将无法获得奖励。&#x1; 奖励发放： 股票代金券将在开奖后的1个工作日内发放至用户的奖励中心，用户需要在奖励发放后的20天内前往【Tiger Trade APP &gt; 我的 &gt; 活动奖励】领取，过期未领取的奖励将自动失效。 重要提示： 本次7周年活动涉及不同国家和地区，由于各地区的监管要求不同，不同地区的活动奖励会有所区别。欲知详情，请点击下方活动链接，登陆您的账号，并点击“活动规则“查看详情。","text":"老虎7周年给大家发福利了，集齐TIGER五个字母即有机会瓜分百万奖金，你准备好了吗？ 戳我即可参与活动 \u0001如何参与？ 用户可通过完成活动页面展示的当日任务列表来获得字母卡，每完成一个任务即可随机获得一个字母，用户集齐“TIGER”五个字母即可参与瓜分百万股票代金券，每个用户单日最多可获得20张字母卡（不包括好友赠予和魔法卡）。 用户在活动期间邀请累计7名好友完成注册并开户（注册时间和开户时间均在活动期间），即可获得一张魔法卡（每人仅可获得一张魔法卡）。魔法卡可用于兑换TIGER中的任意一个字母。\u0001如果用户的某一字母卡数量为0，则字母卡为灰色，用户可通过点击灰色的字母卡向好友索要卡片；如果用户的字母卡数量大于0，则字母卡为彩色，用户可通过点击彩色的字母卡向好友赠送卡片。当用户集齐TIGER之后将无法再索要卡片或者赠送卡片。 \u0001 \u0001如何获得奖励？ 用户可在2021年7月1日至2021年7月2日期间进行开奖，所有集齐TIGER的客户可点击活动页面的“开奖”按钮，即可查看自己瓜分到的股票代金券奖励。在开奖时间段内未点击开奖的用户将无法获得奖励。\u0001 奖励发放： 股票代金券将在开奖后的1个工作日内发放至用户的奖励中心，用户需要在奖励发放后的20天内前往【Tiger Trade APP > 我的 > 活动奖励】领取，过期未领取的奖励将自动失效。 重要提示： 本次7周年活动涉及不同国家和地区，由于各地区的监管要求不同，不同地区的活动奖励会有所区别。欲知详情，请点击下方活动链接，登陆您的账号，并点击“活动规则“查看详情。","images":[{"img":"https://static.tigerbbs.com/ab28db31a19b458d604a8bf02becddd3","width":"415","height":"125"},{"img":"https://static.tigerbbs.com/5227ebb594fe55b532c840acef147d7b","width":"415","height":"495"},{"img":"https://static.tigerbbs.com/92e88357b534f504b3088bc22f577a83","width":"415","height":"326"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114899451","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126993645,"gmtCreate":1624541266887,"gmtModify":1631889063175,"author":{"id":"3582807172475126","authorId":"3582807172475126","name":"mengss7","avatar":"https://static.tigerbbs.com/15d392e843a51d62e2d6b0b30db071f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582807172475126","authorIdStr":"3582807172475126"},"themes":[],"htmlText":"Long tesla","listText":"Long tesla","text":"Long tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126993645","repostId":"1198538721","repostType":4,"repost":{"id":"1198538721","kind":"news","pubTimestamp":1624538323,"share":"https://www.laohu8.com/m/news/1198538721?lang=zh_CN&edition=full","pubTime":"2021-06-24 20:38","market":"us","language":"en","title":"\"It's A Bust\": Elon Musk's Fixation With Tesla's Failed Solar Roof Rollout<blockquote>“这是一次失败”：Elon Musk对特斯拉太阳能屋顶推广失败的执着</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198538721","media":"zerohedge","summary":"We've been skeptical not only of basically everythingElon Musk has been doing over the last half-dec","content":"<p>We've been skeptical not only of&nbsp;<i>basically everything</i>Elon Musk has been doing over the last half-decade, but specifically about the company's plans for its solar roof tiles - which were pitched as one of the reasons to help Tesla<s>bail out</s>acquire the nearly-now-defunct Solar City, run by one of Musk's cousins, years ago.</p><p><blockquote>我们不仅怀疑<i>基本上一切</i>Elon Musk在过去五年中一直在做什么，但特别是关于该公司的太阳能屋顶瓦计划——这被认为是帮助特斯拉的原因之一<s>保释</s>几年前，收购了由马斯克的一位堂兄经营的几乎现已倒闭的太阳城。</blockquote></p><p> Additionally, some of the more well known Tesla skeptics on FinTwit have taken special exception with the company's solar roof aspirations, with one expert in the fieldopining for nearly 2 hoursback in 2019 about why he believed, logistically, that the Solar Roof \"rollout\" was nothing more than a charade.</p><p><blockquote>此外，FinTwit上一些更知名的特斯拉怀疑论者对该公司的太阳能屋顶愿望特别反对，该领域的一位专家在2019年花了近2个小时解释了为什么他从逻辑上相信太阳能屋顶“推出”只不过是一场哑谜。</blockquote></p><p> But now it looks as though the mainstream media is finally starting to catch on to the boondoggle, as well. Bloomberg's Dana Hullpublished a pieceon Wednesday morning aptly titled \"Tesla’s Solar Roof Rollout Is a Bust — And a Fixation for Elon Musk\". The piece notes that Musk has recently become \"intensely focused on Tesla’s&nbsp;Solar Roof\", despite it just being a small part of Tesla's business. This is because, Hull postulates that the roof is \"essential to Musk’s vision for the company to evolve from an electric-car maker to something much grander\".</p><p><blockquote>但现在看来，主流媒体也终于开始意识到这种无用的东西了。彭博社的达纳·赫尔(Dana Hull)周三上午发表了一篇文章，标题恰如其分地题为“特斯拉的太阳能屋顶推广失败了——也是Elon Musk的痴迷”。文章指出，马斯克最近“非常关注特斯拉的太阳能屋顶”，尽管这只是特斯拉业务的一小部分。这是因为，赫尔认为，车顶“对于马斯克将公司从电动汽车制造商发展成为更宏伟的公司的愿景至关重要”。</blockquote></p><p> And we all know that Elon Musk is having a tough time turning a profit, ex-ZEV credits, as an automaker.</p><p><blockquote>我们都知道，作为一家汽车制造商，埃隆·马斯克(Elon Musk)很难实现盈利（不包括ZEV积分）。</blockquote></p><p> But the program is in tatters, the piece notes, potentially due to Musk's micromanagement of it. \"Musk has fired many of the executives and directors on the program, raised prices for consumers and gotten more heavily involved in its details,\" Hull writes. She reminds the reader than when the product was first unveiled back in 2016, Tesla was trying to undertake the acquisition of Solar City, which was \"rife with conflicts\". A shareholder lawsuit alleging fraud involving the buyout remains on track to begin trial, in Delaware, on July 12. Musk is expected to testify.</p><p><blockquote>但文章指出，该计划已经支离破碎，这可能是由于马斯克对其进行微观管理。赫尔写道：“马斯克解雇了该计划的许多高管和董事，提高了消费者的价格，并更多地参与了其细节。”她提醒读者，当该产品在2016年首次推出时，特斯拉正试图收购“充满冲突”的Solar City。一项指控收购欺诈的股东诉讼仍有望于7月12日在特拉华州开始审判。预计马斯克将出庭作证。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/12f0be79f77947a27b65eed074fdce5d\" tg-width=\"500\" tg-height=\"315\"></p><p><blockquote></blockquote></p><p> “It needs to be beautiful, affordable and seamlessly integrated,” Musk said about the company's solar roof shingle back in 2016.&nbsp;“You’ll want to call your neighbors over and say, ‘check out this sweet roof.’”</p><p><blockquote>“它需要美观、经济实惠且无缝集成，”Musk在2016年谈到该公司的太阳能屋顶瓦片时说道，“你会想用看涨期权把邻居叫过来，然后说，‘看看这个可爱的屋顶。’”</blockquote></p><p> Except now it's a half decade later and the company has barely rolled out any solar roofs, struggling to hit 200 installations per week. This is despite the fact that Musk set a goal to install more than 1,000 of them a week back in 2019. It raised prices in April of this year, leading to a slew of cancellations, Hull notes.</p><p><blockquote>除了五年后的现在，该公司几乎没有推出任何太阳能屋顶，每周安装量也很难达到200个。尽管马斯克早在2019年就设定了每周安装1000多台的目标。赫尔指出，该公司在今年四月提高了价格，导致大量订单取消。</blockquote></p><p> Eric Weddle, an executive at a roofing company in the Midwest who installs Tesla's solar roofs, told Bloomberg:&nbsp;“For Tesla, there is a lot of pressure to go fast and deploy fast. They tried to build a roofing company overnight. From our perspective, it seemed like the directive was to go fast and do more installations, period. And then suddenly, out of left field, came this sudden urge to get on a path to profitability.”</p><p><blockquote>中西部一家屋顶公司负责安装特斯拉太阳能屋顶的高管Eric Weddle告诉彭博社：“对于特斯拉来说，快速部署和快速部署的压力很大。他们试图在一夜之间建立一家屋顶公司。从我们的角度来看，指令似乎是要快速部署和进行更多的安装，就这样。然后突然，从左场，突然出现了走上盈利之路的冲动。”</blockquote></p><p> Hull writes that \"The company is coming to grips with how vastly different it is to fine-tune roof projects than to fix&nbsp;issues on an automobile assembly line\" - perhaps something they should have taken into consideration before pitching the idea to its shareholders and potential future investors all the way back in 2016.</p><p><blockquote>赫尔写道，“该公司正在认识到微调屋顶项目与解决汽车装配线上的问题有多么大的不同”——也许他们在向股东和潜在的未来投资者推销这个想法之前就应该考虑到这一点。</blockquote></p><p> Musk said his team made “significant mistakes in assessing the difficulty of certain roofs,” on the company's most recent earnings call. \"Production is going fine, but we are choked at the installation point.\"</p><p><blockquote>马斯克在公司最新的财报看涨期权上表示，他的团队“在评估某些屋顶的难度时犯了重大错误”。“生产进展顺利，但在安装点我们却被卡住了。”</blockquote></p><p> Mohammed Abdalla, the CEO of Good Faith Energy, another Tesla-certified installer, said:&nbsp;“The Solar Roof is not an easy product to install, it’s not a cheap product, and it’s going to take a lot of time to dial it in and bring the cost down.”</p><p><blockquote>另一家获得特斯拉认证的安装商Good Faith Energy的首席执行官穆罕默德·阿卜杜拉(Mohammed Abdalla)表示：“太阳能屋顶不是一种容易安装的产品，也不是一种便宜的产品，而且需要花费大量时间来安装并降低成本。”</blockquote></p><p> All the while, Musk seems to be flailing about, spinning his wheels.&nbsp;Musk fired both&nbsp;RJ Johnson, the head of Tesla Energy, and&nbsp;Ryan Nungesser, the director of operations at Tesla’s factory in Buffalo, New York, on a call in mid-April of this year.</p><p><blockquote>与此同时，马斯克似乎一直在打转。马斯克在今年4月中旬的一次看涨期权中解雇了特斯拉能源公司的负责人RJ Johnson和特斯拉纽约州水牛城工厂的运营总监Ryan Nungesser。</blockquote></p><p> Weddle concluded:&nbsp;“No one seems to be worried about the future of the program. Everyone is just worried about the people connected to the program.<b>We still don’t know who’s running things, and I don’t think Tesla does either.”</b></p><p><blockquote>韦德尔总结道：“似乎没有人担心该计划的未来。每个人都只是担心与该计划相连的人。<b>我们仍然不知道谁在管理事情，我认为特斯拉也不知道。”</b></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>\"It's A Bust\": Elon Musk's Fixation With Tesla's Failed Solar Roof Rollout<blockquote>“这是一次失败”：Elon Musk对特斯拉太阳能屋顶推广失败的执着</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\">\n\"It's A Bust\": Elon Musk's Fixation With Tesla's Failed Solar Roof Rollout<blockquote>“这是一次失败”：Elon Musk对特斯拉太阳能屋顶推广失败的执着</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-06-24 20:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>We've been skeptical not only of&nbsp;<i>basically everything</i>Elon Musk has been doing over the last half-decade, but specifically about the company's plans for its solar roof tiles - which were pitched as one of the reasons to help Tesla<s>bail out</s>acquire the nearly-now-defunct Solar City, run by one of Musk's cousins, years ago.</p><p><blockquote>我们不仅怀疑<i>基本上一切</i>Elon Musk在过去五年中一直在做什么，但特别是关于该公司的太阳能屋顶瓦计划——这被认为是帮助特斯拉的原因之一<s>保释</s>几年前，收购了由马斯克的一位堂兄经营的几乎现已倒闭的太阳城。</blockquote></p><p> Additionally, some of the more well known Tesla skeptics on FinTwit have taken special exception with the company's solar roof aspirations, with one expert in the fieldopining for nearly 2 hoursback in 2019 about why he believed, logistically, that the Solar Roof \"rollout\" was nothing more than a charade.</p><p><blockquote>此外，FinTwit上一些更知名的特斯拉怀疑论者对该公司的太阳能屋顶愿望特别反对，该领域的一位专家在2019年花了近2个小时解释了为什么他从逻辑上相信太阳能屋顶“推出”只不过是一场哑谜。</blockquote></p><p> But now it looks as though the mainstream media is finally starting to catch on to the boondoggle, as well. Bloomberg's Dana Hullpublished a pieceon Wednesday morning aptly titled \"Tesla’s Solar Roof Rollout Is a Bust — And a Fixation for Elon Musk\". The piece notes that Musk has recently become \"intensely focused on Tesla’s&nbsp;Solar Roof\", despite it just being a small part of Tesla's business. This is because, Hull postulates that the roof is \"essential to Musk’s vision for the company to evolve from an electric-car maker to something much grander\".</p><p><blockquote>但现在看来，主流媒体也终于开始意识到这种无用的东西了。彭博社的达纳·赫尔(Dana Hull)周三上午发表了一篇文章，标题恰如其分地题为“特斯拉的太阳能屋顶推广失败了——也是Elon Musk的痴迷”。文章指出，马斯克最近“非常关注特斯拉的太阳能屋顶”，尽管这只是特斯拉业务的一小部分。这是因为，赫尔认为，车顶“对于马斯克将公司从电动汽车制造商发展成为更宏伟的公司的愿景至关重要”。</blockquote></p><p> And we all know that Elon Musk is having a tough time turning a profit, ex-ZEV credits, as an automaker.</p><p><blockquote>我们都知道，作为一家汽车制造商，埃隆·马斯克(Elon Musk)很难实现盈利（不包括ZEV积分）。</blockquote></p><p> But the program is in tatters, the piece notes, potentially due to Musk's micromanagement of it. \"Musk has fired many of the executives and directors on the program, raised prices for consumers and gotten more heavily involved in its details,\" Hull writes. She reminds the reader than when the product was first unveiled back in 2016, Tesla was trying to undertake the acquisition of Solar City, which was \"rife with conflicts\". A shareholder lawsuit alleging fraud involving the buyout remains on track to begin trial, in Delaware, on July 12. Musk is expected to testify.</p><p><blockquote>但文章指出，该计划已经支离破碎，这可能是由于马斯克对其进行微观管理。赫尔写道：“马斯克解雇了该计划的许多高管和董事，提高了消费者的价格，并更多地参与了其细节。”她提醒读者，当该产品在2016年首次推出时，特斯拉正试图收购“充满冲突”的Solar City。一项指控收购欺诈的股东诉讼仍有望于7月12日在特拉华州开始审判。预计马斯克将出庭作证。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/12f0be79f77947a27b65eed074fdce5d\" tg-width=\"500\" tg-height=\"315\"></p><p><blockquote></blockquote></p><p> “It needs to be beautiful, affordable and seamlessly integrated,” Musk said about the company's solar roof shingle back in 2016.&nbsp;“You’ll want to call your neighbors over and say, ‘check out this sweet roof.’”</p><p><blockquote>“它需要美观、经济实惠且无缝集成，”Musk在2016年谈到该公司的太阳能屋顶瓦片时说道，“你会想用看涨期权把邻居叫过来，然后说，‘看看这个可爱的屋顶。’”</blockquote></p><p> Except now it's a half decade later and the company has barely rolled out any solar roofs, struggling to hit 200 installations per week. This is despite the fact that Musk set a goal to install more than 1,000 of them a week back in 2019. It raised prices in April of this year, leading to a slew of cancellations, Hull notes.</p><p><blockquote>除了五年后的现在，该公司几乎没有推出任何太阳能屋顶，每周安装量也很难达到200个。尽管马斯克早在2019年就设定了每周安装1000多台的目标。赫尔指出，该公司在今年四月提高了价格，导致大量订单取消。</blockquote></p><p> Eric Weddle, an executive at a roofing company in the Midwest who installs Tesla's solar roofs, told Bloomberg:&nbsp;“For Tesla, there is a lot of pressure to go fast and deploy fast. They tried to build a roofing company overnight. From our perspective, it seemed like the directive was to go fast and do more installations, period. And then suddenly, out of left field, came this sudden urge to get on a path to profitability.”</p><p><blockquote>中西部一家屋顶公司负责安装特斯拉太阳能屋顶的高管Eric Weddle告诉彭博社：“对于特斯拉来说，快速部署和快速部署的压力很大。他们试图在一夜之间建立一家屋顶公司。从我们的角度来看，指令似乎是要快速部署和进行更多的安装，就这样。然后突然，从左场，突然出现了走上盈利之路的冲动。”</blockquote></p><p> Hull writes that \"The company is coming to grips with how vastly different it is to fine-tune roof projects than to fix&nbsp;issues on an automobile assembly line\" - perhaps something they should have taken into consideration before pitching the idea to its shareholders and potential future investors all the way back in 2016.</p><p><blockquote>赫尔写道，“该公司正在认识到微调屋顶项目与解决汽车装配线上的问题有多么大的不同”——也许他们在向股东和潜在的未来投资者推销这个想法之前就应该考虑到这一点。</blockquote></p><p> Musk said his team made “significant mistakes in assessing the difficulty of certain roofs,” on the company's most recent earnings call. \"Production is going fine, but we are choked at the installation point.\"</p><p><blockquote>马斯克在公司最新的财报看涨期权上表示，他的团队“在评估某些屋顶的难度时犯了重大错误”。“生产进展顺利，但在安装点我们却被卡住了。”</blockquote></p><p> Mohammed Abdalla, the CEO of Good Faith Energy, another Tesla-certified installer, said:&nbsp;“The Solar Roof is not an easy product to install, it’s not a cheap product, and it’s going to take a lot of time to dial it in and bring the cost down.”</p><p><blockquote>另一家获得特斯拉认证的安装商Good Faith Energy的首席执行官穆罕默德·阿卜杜拉(Mohammed Abdalla)表示：“太阳能屋顶不是一种容易安装的产品，也不是一种便宜的产品，而且需要花费大量时间来安装并降低成本。”</blockquote></p><p> All the while, Musk seems to be flailing about, spinning his wheels.&nbsp;Musk fired both&nbsp;RJ Johnson, the head of Tesla Energy, and&nbsp;Ryan Nungesser, the director of operations at Tesla’s factory in Buffalo, New York, on a call in mid-April of this year.</p><p><blockquote>与此同时，马斯克似乎一直在打转。马斯克在今年4月中旬的一次看涨期权中解雇了特斯拉能源公司的负责人RJ Johnson和特斯拉纽约州水牛城工厂的运营总监Ryan Nungesser。</blockquote></p><p> Weddle concluded:&nbsp;“No one seems to be worried about the future of the program. Everyone is just worried about the people connected to the program.<b>We still don’t know who’s running things, and I don’t think Tesla does either.”</b></p><p><blockquote>韦德尔总结道：“似乎没有人担心该计划的未来。每个人都只是担心与该计划相连的人。<b>我们仍然不知道谁在管理事情，我认为特斯拉也不知道。”</b></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/its-bust-bloomberg-calls-out-teslas-failed-solar-roof-rollout\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zerohedge.com/markets/its-bust-bloomberg-calls-out-teslas-failed-solar-roof-rollout","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198538721","content_text":"We've been skeptical not only of basically everythingElon Musk has been doing over the last half-decade, but specifically about the company's plans for its solar roof tiles - which were pitched as one of the reasons to help Teslabail outacquire the nearly-now-defunct Solar City, run by one of Musk's cousins, years ago.\nAdditionally, some of the more well known Tesla skeptics on FinTwit have taken special exception with the company's solar roof aspirations, with one expert in the fieldopining for nearly 2 hoursback in 2019 about why he believed, logistically, that the Solar Roof \"rollout\" was nothing more than a charade.\nBut now it looks as though the mainstream media is finally starting to catch on to the boondoggle, as well. Bloomberg's Dana Hullpublished a pieceon Wednesday morning aptly titled \"Tesla’s Solar Roof Rollout Is a Bust — And a Fixation for Elon Musk\". The piece notes that Musk has recently become \"intensely focused on Tesla’s Solar Roof\", despite it just being a small part of Tesla's business. This is because, Hull postulates that the roof is \"essential to Musk’s vision for the company to evolve from an electric-car maker to something much grander\".\nAnd we all know that Elon Musk is having a tough time turning a profit, ex-ZEV credits, as an automaker.\nBut the program is in tatters, the piece notes, potentially due to Musk's micromanagement of it. \"Musk has fired many of the executives and directors on the program, raised prices for consumers and gotten more heavily involved in its details,\" Hull writes. She reminds the reader than when the product was first unveiled back in 2016, Tesla was trying to undertake the acquisition of Solar City, which was \"rife with conflicts\". A shareholder lawsuit alleging fraud involving the buyout remains on track to begin trial, in Delaware, on July 12. Musk is expected to testify.\n\n“It needs to be beautiful, affordable and seamlessly integrated,” Musk said about the company's solar roof shingle back in 2016. “You’ll want to call your neighbors over and say, ‘check out this sweet roof.’”\nExcept now it's a half decade later and the company has barely rolled out any solar roofs, struggling to hit 200 installations per week. This is despite the fact that Musk set a goal to install more than 1,000 of them a week back in 2019. It raised prices in April of this year, leading to a slew of cancellations, Hull notes.\nEric Weddle, an executive at a roofing company in the Midwest who installs Tesla's solar roofs, told Bloomberg: “For Tesla, there is a lot of pressure to go fast and deploy fast. They tried to build a roofing company overnight. From our perspective, it seemed like the directive was to go fast and do more installations, period. And then suddenly, out of left field, came this sudden urge to get on a path to profitability.”\nHull writes that \"The company is coming to grips with how vastly different it is to fine-tune roof projects than to fix issues on an automobile assembly line\" - perhaps something they should have taken into consideration before pitching the idea to its shareholders and potential future investors all the way back in 2016.\nMusk said his team made “significant mistakes in assessing the difficulty of certain roofs,” on the company's most recent earnings call. \"Production is going fine, but we are choked at the installation point.\"\nMohammed Abdalla, the CEO of Good Faith Energy, another Tesla-certified installer, said: “The Solar Roof is not an easy product to install, it’s not a cheap product, and it’s going to take a lot of time to dial it in and bring the cost down.”\nAll the while, Musk seems to be flailing about, spinning his wheels. Musk fired both RJ Johnson, the head of Tesla Energy, and Ryan Nungesser, the director of operations at Tesla’s factory in Buffalo, New York, on a call in mid-April of this year.\nWeddle concluded: “No one seems to be worried about the future of the program. 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potential","listText":"Huge potential","text":"Huge potential","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121618896","repostId":"1155993250","repostType":4,"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121613788,"gmtCreate":1624461374744,"gmtModify":1631891660693,"author":{"id":"3582807172475126","authorId":"3582807172475126","name":"mengss7","avatar":"https://static.tigerbbs.com/15d392e843a51d62e2d6b0b30db071f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582807172475126","authorIdStr":"3582807172475126"},"themes":[],"htmlText":"Still long tesla","listText":"Still long tesla","text":"Still long tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121613788","repostId":"1145825451","repostType":4,"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121613123,"gmtCreate":1624461351962,"gmtModify":1631891660704,"author":{"id":"3582807172475126","authorId":"3582807172475126","name":"mengss7","avatar":"https://static.tigerbbs.com/15d392e843a51d62e2d6b0b30db071f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582807172475126","authorIdStr":"3582807172475126"},"themes":[],"htmlText":"NiCe","listText":"NiCe","text":"NiCe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121613123","repostId":"123806280","repostType":1,"repost":{"id":123806280,"gmtCreate":1624414241838,"gmtModify":1631066836583,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【叮咚买菜上市】分享宝藏美食，赢100元储值卡！","htmlText":"叮咚买菜是国内增速最快的即时电商，是领先的一站式网上购物场所。通过标准化和数字化的尝试，叮咚买菜对中国传统农业供应链进行现代化改造，赋能上游农场和供应商，使生产更高效、更贴合实际需求。并针对消费者的需求和行业传统供应链模式的不足，重塑消费者的在线购物体验。 叮咚买菜美股上市之际， 本帖下评论你在叮咚买菜app上发现的宝藏美食，随机抽取走心评论10名，每人获得【叮咚买菜100元储值卡】一张！！！😍😍 活动时间：6月23日-6月28日  参与步骤：1. 注册叮咚买菜app，本帖下评论你在叮咚买菜app上发现的宝藏美食； 2. 随机抽取幸运奖x10； 3. 不可重复留言，每人最多可获奖一次； 4. 获奖名单于活动结束后5个工作日内公布，于15个工作日内完成发放； 叮咚买菜专属下载通道 大家快快在下面评论吧！！海量储值卡说不定就是你的啦~😜 <a href=\"https://laohu8.com/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;d053761a64b34ca5a6e4c6241ba583c3&quot;}\" target=\"_blank\">叮咚买菜晒单赢取储值卡活动传送门&gt;&gt;</a>","listText":"叮咚买菜是国内增速最快的即时电商，是领先的一站式网上购物场所。通过标准化和数字化的尝试，叮咚买菜对中国传统农业供应链进行现代化改造，赋能上游农场和供应商，使生产更高效、更贴合实际需求。并针对消费者的需求和行业传统供应链模式的不足，重塑消费者的在线购物体验。 叮咚买菜美股上市之际， 本帖下评论你在叮咚买菜app上发现的宝藏美食，随机抽取走心评论10名，每人获得【叮咚买菜100元储值卡】一张！！！😍😍 活动时间：6月23日-6月28日  参与步骤：1. 注册叮咚买菜app，本帖下评论你在叮咚买菜app上发现的宝藏美食； 2. 随机抽取幸运奖x10； 3. 不可重复留言，每人最多可获奖一次； 4. 获奖名单于活动结束后5个工作日内公布，于15个工作日内完成发放； 叮咚买菜专属下载通道 大家快快在下面评论吧！！海量储值卡说不定就是你的啦~😜 <a href=\"https://laohu8.com/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;d053761a64b34ca5a6e4c6241ba583c3&quot;}\" target=\"_blank\">叮咚买菜晒单赢取储值卡活动传送门&gt;&gt;</a>","text":"叮咚买菜是国内增速最快的即时电商，是领先的一站式网上购物场所。通过标准化和数字化的尝试，叮咚买菜对中国传统农业供应链进行现代化改造，赋能上游农场和供应商，使生产更高效、更贴合实际需求。并针对消费者的需求和行业传统供应链模式的不足，重塑消费者的在线购物体验。 叮咚买菜美股上市之际， 本帖下评论你在叮咚买菜app上发现的宝藏美食，随机抽取走心评论10名，每人获得【叮咚买菜100元储值卡】一张！！！😍😍 活动时间：6月23日-6月28日 参与步骤：1. 注册叮咚买菜app，本帖下评论你在叮咚买菜app上发现的宝藏美食； 2. 随机抽取幸运奖x10； 3. 不可重复留言，每人最多可获奖一次； 4. 获奖名单于活动结束后5个工作日内公布，于15个工作日内完成发放； 叮咚买菜专属下载通道 大家快快在下面评论吧！！海量储值卡说不定就是你的啦~😜 叮咚买菜晒单赢取储值卡活动传送门>>","images":[{"img":"https://static.tigerbbs.com/af010ca6b9b8df92bd04b2b3c081d247","width":"1658","height":"1100"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123806280","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129458213,"gmtCreate":1624383072832,"gmtModify":1631891660726,"author":{"id":"3582807172475126","authorId":"3582807172475126","name":"mengss7","avatar":"https://static.tigerbbs.com/15d392e843a51d62e2d6b0b30db071f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582807172475126","authorIdStr":"3582807172475126"},"themes":[],"htmlText":"Tsla bouncing back","listText":"Tsla bouncing back","text":"Tsla bouncing back","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129458213","repostId":"1162790761","repostType":4,"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129458850,"gmtCreate":1624383056870,"gmtModify":1631891660727,"author":{"id":"3582807172475126","authorId":"3582807172475126","name":"mengss7","avatar":"https://static.tigerbbs.com/15d392e843a51d62e2d6b0b30db071f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582807172475126","authorIdStr":"3582807172475126"},"themes":[],"htmlText":"Big potential","listText":"Big potential","text":"Big potential","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129458850","repostId":"1163697674","repostType":4,"repost":{"id":"1163697674","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":1624370501,"share":"https://www.laohu8.com/m/news/1163697674?lang=zh_CN&edition=full","pubTime":"2021-06-22 22:01","market":"us","language":"en","title":"Clover Health rally Tuesday, rose over 17% in morning trading<blockquote>Clover Health周二上涨，早盘上涨超过17%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163697674","media":"Tiger Newspress","summary":"(June 22) Clover Health rally Tuesday, rose over 17% in morning trading.","content":"<p>(June 22)&nbsp;Clover Health rally Tuesday, rose over 17% in morning trading.</p><p><blockquote>（6月22日）三叶草健康周二反弹，早盘上涨超过17%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c8220041ca1b41ddcd04ef608958edf3\" tg-width=\"658\" tg-height=\"477\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Clover Health rally Tuesday, rose over 17% in morning trading<blockquote>Clover Health周二上涨，早盘上涨超过17%</blockquote></title>\n<style 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}\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\">\nClover Health rally Tuesday, rose over 17% in morning trading<blockquote>Clover Health周二上涨，早盘上涨超过17%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-22 22:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(June 22)&nbsp;Clover Health rally Tuesday, rose over 17% in morning trading.</p><p><blockquote>（6月22日）三叶草健康周二反弹，早盘上涨超过17%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c8220041ca1b41ddcd04ef608958edf3\" tg-width=\"658\" tg-height=\"477\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLOV":"Clover Health Corp"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163697674","content_text":"(June 22) Clover Health rally Tuesday, rose over 17% in morning trading.","news_type":1,"symbols_score_info":{"CLOV":0.9}},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129458309,"gmtCreate":1624383032601,"gmtModify":1631891660738,"author":{"id":"3582807172475126","authorId":"3582807172475126","name":"mengss7","avatar":"https://static.tigerbbs.com/15d392e843a51d62e2d6b0b30db071f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582807172475126","authorIdStr":"3582807172475126"},"themes":[],"htmlText":"EV will ne hot soon","listText":"EV will ne hot soon","text":"EV will ne hot soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129458309","repostId":"1143759096","repostType":4,"repost":{"id":"1143759096","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":1624371721,"share":"https://www.laohu8.com/m/news/1143759096?lang=zh_CN&edition=full","pubTime":"2021-06-22 22:22","market":"us","language":"en","title":"EV stocks fell in morning trading. Chinese EV Stocks Fully Priced Following Recent Rally, Planned Rate Hikes<blockquote>电动汽车股早盘下跌。中国电动汽车股在近期上涨和计划加息后已完全定价</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143759096","media":"Tiger Newspress","summary":"(June 22) EV stocks fell in morning trading. Tesla fell 0.33%, XPeng fell over 5%, NIO fell over 3%,","content":"<p>(June 22)&nbsp;EV stocks fell in morning trading.&nbsp;Tesla fell 0.33%, XPeng fell over 5%, NIO fell over 3%,&nbsp;LI&nbsp;fell&nbsp;about&nbsp;2%.</p><p><blockquote>（6月22日）EV股早盘走低，特斯拉跌0.33%，小鹏跌超5%，蔚来跌超3%，理想跌约2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a423484cc524b2f71e91b83e759455a9\" tg-width=\"289\" tg-height=\"211\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Li Auto, Nio, Xpeng: Chinese EV Stocks Fully Priced Following Recent Rally, Planned Rate Hikes,</b>&nbsp;<b>According&nbsp;To&nbsp;Forbes.</b></p><p><blockquote><b>理想汽车、蔚来、小鹏汽车：中国电动汽车股票在近期上涨、计划加息后已完全定价，</b> <b>据福布斯报道。</b></blockquote></p><p> The stocks of Chinese EV players have surged over the last month, largely reversing the effects of the sell-off seen earlier this year.Nio stock(NYSE: NIO) has rallied by almost 38% over the last month, Li Auto (NASDAQ: LI) gained 45%, and Xpeng (NYSE: XPEV) surged by almost 58%. Now although the three companies posted mixed delivery figures for the month of May, with Nio and Li Auto both posting declines in their deliveries versus April, and Xpeng growing sales marginally, the sales numbers likely weren’t as bad as expected, considering the semiconductor shortage that has roiled the auto industry. In contrast, major auto players such as GM and Ford had to temporarily idle or scale back production at several plants.</p><p><blockquote>中国电动汽车企业的股价在上个月飙升，很大程度上扭转了今年早些时候抛售的影响。蔚来汽车（纽约证券交易所股票代码：蔚来）的股价在上个月上涨了近38%，理想汽车（纳斯达克：LI）上涨45%，小鹏汽车（纽约证券交易所股票代码：XPEV）飙升近58%。现在，尽管这三家公司公布的5月份交付数据好坏参半，蔚来和理想汽车的交付量均较4月份有所下降，而小鹏汽车的销量略有增长，但考虑到半导体的情况，销售数据可能并不像预期的那么糟糕。扰乱汽车行业的短缺。相比之下，通用汽车和福特等主要汽车制造商不得不暂时闲置或缩减几家工厂的生产。</blockquote></p><p> The outlook provided by the three companies was also stronger than expected, giving investors confidence that the worst of the semiconductor shortage is likely over. Li Auto has guided to 14,500 to 15,500 deliveries for the second quarter, a sequential increase of 22% on the upper end. The company says that it is optimistic that actual numbers will exceed guidance, given that it is seeing stronger than expected orders for the upgraded version of its Li One SUV. Nio also reiterated its Q2 2021 delivery guidance of 21,000 to 22,000 vehicles, implying that it could deliver a record 8,200 vehicles in June.</p><p><blockquote>这三家公司提供的前景也强于预期，让投资者相信半导体短缺最糟糕的时期可能已经过去。理想汽车预计第二季度交付量为14,500至15,500辆，环比增长22%。该公司表示，鉴于升级版Li One SUV的订单强于预期，因此对实际数字将超过指引持乐观态度。蔚来还重申了2021年Q2交付量为21,000至22,000辆汽车的指引，这意味着它可能在6月份交付创纪录的8,200辆汽车。</blockquote></p><p> Now are the stocks a buy at current levels? While the growth outlook is certainly strong, the stocks don’t exactly appear cheap at current valuations. Nio trades at 14x forward revenue, while Li Auto trades at 9x, and Xpeng trades at about 16x. Near-term threats to EV valuations include higher inflation and recent commentary by the U.S. Federal Reserve, which is now apparently looking at two interest rate hikes in 2023, instead of 2024. This could put pressure on high-multiple, high-growth stocks, including EV names. In our analysis&nbsp;<b>Nio, Xpeng &amp; Li Auto: How Do Chinese EV Stocks Compare?</b>&nbsp;we compare the financial performance and valuations of the major U.S. listed Chinese electric vehicle players.</p><p><blockquote>现在这些股票在当前水平值得买入吗？虽然增长前景肯定强劲，但以目前的估值来看，这些股票看起来并不便宜。蔚来的预期收入为14倍，理想汽车的预期收入为9倍，小鹏汽车的预期收入约为16倍。电动汽车估值面临的近期威胁包括通胀上升和美联储最近的评论，美联储目前显然正在考虑在2023年而不是2024年加息两次。这可能会给包括电动汽车在内的高市盈率、高增长股票带来压力。根据我们的分析<b>蔚来、小鹏汽车和理想汽车：中国电动汽车股票比较如何？</b>我们比较了在美国上市的主要中国电动汽车公司的财务表现和估值。</blockquote></p><p> <b>[6/2/2021] Is The Worst Of The Semiconductor Crunch Over For Chinese EVs?</b></p><p><blockquote><b>[6/2/2021]中国电动汽车半导体紧缩最糟糕的时期结束了吗？</b></blockquote></p><p> Chinese electric vehicle majorsNio (NYSE: NIO)and Xpeng (NYSE: XPEV) provided mixed delivery figures for the month of May, as they continued to be impacted by the current shortage of semiconductors. While Nio delivered a total of 6,711 vehicles in May, down 5.5% from April, Xpeng was able to grow deliveries by about 10% over the last month to 5,686 units, although the number is below peak monthly sales of 6,015 vehicles witnessed in January. Although both companies reported robust year-over-year growth numbers (2x to 6x), the sequential figures are more closely tracked for fast-growing companies.</p><p><blockquote>中国电动汽车巨头蔚来汽车（纽约证券交易所股票代码：蔚来）和小鹏汽车（纽约证券交易所股票代码：XPEV）提供的5月份交付数据好坏参半，因为它们继续受到当前半导体短缺的影响。虽然蔚来5月份共交付6,711辆汽车，较4月份下降5.5%，但小鹏汽车上个月的交付量增长了约10%，达到5,686辆，尽管这一数字低于1月份6,015辆的月销量峰值。尽管两家公司都报告了强劲的同比增长数据（2倍至6倍），但对于快速增长的公司来说，环比数据受到更密切的跟踪。</blockquote></p><p> However, things are probably going to get better from here. Nio, for instance, reiterated its Q2 2021 delivery guidance of 21,000 to 22,000 vehicles, implying that it could deliver as many as 8,200 vehicles in June, a monthly record. This is likely an indicator that the global automotive semiconductor shortage is easing off, and also a sign that Nio is holding its own in the Chinese EV market, despite mounting competition. Nio stock rallied by almost 10% in Tuesday’s trading, while Xpeng’s stock was up by about 8% following the report.</p><p><blockquote>然而，事情可能会从这里变得更好。例如，蔚来重申了2021年第二季度21,000至22,000辆汽车的交付指引，这意味着它可能在6月份交付多达8,200辆汽车，创下月度纪录。这可能表明全球汽车半导体短缺正在缓解，也表明尽管竞争日益激烈，蔚来仍在中国电动汽车市场保持着自己的地位。蔚来股价在周二交易中上涨了近10%，而小鹏汽车的股价在报告发布后上涨了约8%。</blockquote></p><p> Despite the recent rally, the stocks might still be worth considering at current levels. Nio stock remains down by about 20% year-to-date while Xpeng is down by about 22%. See our analysis on&nbsp;<b>Nio, Xpeng &amp; Li Auto: How Do Chinese EV Stocks Compare?</b>for an overview of the financial and valuation metrics of the three U.S. listed Chinese EV players.</p><p><blockquote>尽管最近有所上涨，但在目前的水平上，这些股票可能仍然值得考虑。蔚来股价今年迄今仍下跌约20%，而小鹏汽车则下跌约22%。请参阅我们的分析<b>蔚来、小鹏汽车和理想汽车：中国电动汽车股票比较如何？</b>了解三家在美国上市的中国电动汽车公司的财务和估值指标概览。</blockquote></p><p> <b>[5/21/2021] How Do Chinese EV Stocks Compare?</b></p><p><blockquote><b>[5/21/2021]中国电动汽车股票相比如何？</b></blockquote></p><p> U.S. listed Chinese EV players Nio (NYSE: NIO), Xpeng (NYSE: XPEV), and Li Auto (NASDAQ: LI) have underperformed this year, with their stocks down by roughly 30% each, since early January. So how do these stocks compare post the correction? While Nio and Xpeng remain pricier compared to Li Auto, they probably justify their higher valuation for a couple of reasons. Here is a bit more about these companies.</p><p><blockquote>在美国上市的中国电动汽车公司蔚来（纽约证券交易所股票代码：蔚来）、小鹏汽车（纽约证券交易所股票代码：XPEV）和理想汽车（纳斯达克股票代码：LI）今年表现不佳，自1月初以来，其股价均下跌了约30%。那么这些股票在调整后的比较如何呢？虽然与理想汽车相比，蔚来和小鹏汽车的价格仍然较高，但它们的较高估值可能有几个原因。这里有更多关于这些公司的信息。</blockquote></p><p> Our analysis&nbsp;<b>Nio, Xpeng &amp; Li Auto: How Do Chinese EV Stocks Compare?</b>&nbsp;compares the financial performance and valuation of the major U.S. listed Chinese electric vehicle players.</p><p><blockquote>我们的分析<b>蔚来、小鹏汽车和理想汽车：中国电动汽车股票比较如何？</b>比较了在美国上市的主要中国电动汽车公司的财务表现和估值。</blockquote></p><p></p><p> Nio remains the most richly valued of the three companies, trading at about 10.5x forward revenue. Revenues are likely to grow by over 110% this year, per consensus estimates. Longer-term growth is also likely to remain strong, given the company’s wide product portfolio (it already has three models on the market), its unique innovations such as battery swapping, its global expansion plans, and investments into autonomous driving. Nio brand also has a lot more buzz, with the company viewed as the most direct rival to Tesla in China. Gross margins stood at 19.5% in Q1 2021, up from a negative 12% a year ago.</p><p><blockquote>蔚来仍然是这三家公司中估值最高的公司，其交易价格约为预期收入的10.5倍。根据普遍预测，今年收入可能增长110%以上。鉴于该公司广泛的产品组合（市场上已经有三款车型）、电池更换等独特创新、全球扩张计划以及对自动驾驶的投资，长期增长也可能保持强劲。蔚来品牌也受到更多关注，该公司被视为特斯拉在华最直接的竞争对手。2021年第一季度的毛利率为19.5%，高于一年前的负12%。</blockquote></p><p> Xpeng trades at about 10x projected 2021 revenues. Sales growth is projected to be the strongest among the three companies, rising by over 150% this year, per consensus estimates. Besides its higher projected growth, investors have been assigning a premium to the company due to its progress in the autonomous driving space. Xpeng currently sells the G3 SUV and the P7 sedan and its new P5 compact sedan is likely to hit the roads later this year. Although Xpeng’s gross margins have improved, rising to about 11% over Q1, versus negative levels a year ago, they are still below Nio’s margins.</p><p><blockquote>小鹏汽车的交易价格约为2021年预计收入的10倍。据普遍估计，今年的销售额增长预计将是三家公司中最强劲的，将增长超过150%。除了较高的预期增长外，由于该公司在自动驾驶领域的进展，投资者一直对该公司给予溢价。小鹏汽车目前销售G3 SUV和P7轿车，其新款P5紧凑型轿车可能会在今年晚些时候上路。尽管小鹏汽车的毛利率有所改善，较第一季度升至11%左右，而一年前为负值，但仍低于蔚来的毛利率。</blockquote></p><p> Li Auto trades at just 6x projected 2021 revenues, the lowest of the three companies. Revenues are likely to roughly double this year, with gross margins standing at 17.5% as of Q4 2020 (the company has yet to report Q1 results). The lower valuation is likely due to the company’s focus on a single product - the Li Xiang ONE, an electric SUV that also has a small gasoline engine and also due to the fact that Li Auto is behind rivals in terms of autonomous driving tech.</p><p><blockquote>理想汽车的交易价格仅为2021年预计收入的6倍，是三家公司中最低的。今年的收入可能会大约翻一番，截至2020年第四季度，毛利率为17.5%（该公司尚未报告第一季度业绩）。估值较低可能是由于该公司专注于单一产品——李想ONE，这是一款同样配备小型汽油发动机的电动SUV，也是由于理想汽车在自动驾驶技术方面落后于竞争对手。</blockquote></p><p> <b>[10/30/2020] How Do Nio, Xpeng, and Li Auto Compare</b></p><p><blockquote><b>[10/30/2020]蔚来、小鹏、理想汽车对比如何</b></blockquote></p><p> The Chinese electric vehicle space is booming, with China-based manufacturers accounting for over 50% of global EV deliveries. Demand for EVs in China is likely to remain robust as the Chinese government wants about 25% of all new cars sold in the country to be electric by 2025, up from roughly 5% at present.[1]While Tesla is a leader in the Chinese luxury EV market driven by production at its new Shanghai facility, Nio, Xpeng (NYSE: XPEV), and Li Auto (NASDAQ: LI) - three relatively young U.S. listed Chinese electric vehicle players, have also been gaining traction. In our analysis<b>Nio, Xpeng &amp; Li Auto: How Do Chinese EV Stocks Compare?</b>we compare the financial performance and valuation of the major U.S. listed Chinese electric vehicle players. Parts of the analysis are summarized below.</p><p><blockquote>中国电动汽车领域正在蓬勃发展，中国制造商占全球电动汽车交付量的50%以上。中国对电动汽车的需求可能会保持强劲，因为中国政府希望到2025年，中国销售的所有新车中约有25%是电动汽车，高于目前的约5%。[1]虽然特斯拉在上海新工厂的生产推动下是中国豪华电动汽车市场的领导者，但蔚来、小鹏汽车（纽约证券交易所代码：XPEV）和理想汽车（纳斯达克代码：LI）这三家相对年轻的在美国上市的中国电动汽车公司也获得了关注。根据我们的分析<b>蔚来、小鹏汽车和理想汽车：中国电动汽车股票比较如何？</b>我们比较了在美国上市的主要中国电动汽车公司的财务表现和估值。部分分析总结如下。</blockquote></p><p> <b>Overview Of Nio, Li Auto &amp; Xpeng’s Business</b></p><p><blockquote><b>蔚来、理想汽车和小鹏汽车业务概述</b></blockquote></p><p> Nio, which was founded in 2014, currently offers three premium electric SUVs, ES8, ES6, and EC6, which are priced starting at about $50k. The company is working on developing self-driving technology and also offers other unique innovations such as Battery as a Service (BaaS) - which allows customers to subscribe for car batteries, rather than paying for them upfront. While the company has scaled up production, it hasn’t come without challenges, as it recalled about 5,000 vehicles last year after reports of multiple fires.</p><p><blockquote>蔚来成立于2014年，目前提供ES8、ES6和EC6三款高端电动SUV，起价约为5万美元。该公司正在致力于开发自动驾驶技术，并提供其他独特的创新，例如电池即服务（BaaS）——允许客户订阅汽车电池，而不是预先付费。尽管该公司扩大了生产规模，但也并非没有挑战，去年在接到多起火灾报告后，该公司召回了约5,000辆汽车。</blockquote></p><p> Li Auto sells Extended-Range Electric Vehicles, which are essentially EVs that also have a small gasoline engine that can generate additional electric power for the battery. This reduces the need for EV-charging infrastructure, which is currently limited in China. The company’s hybrid strategy appears to be paying off - with its Li ONE SUV, which is priced at about $46,000 - ranking as the top-selling SUV in the new energy vehicle segment in China in September 2020. The new energy segment includes fuel cell, electric, and plug-in hybrid vehicles.</p><p><blockquote>理想汽车销售增程电动汽车，本质上是电动汽车，也有一个小型汽油发动机，可以为电池产生额外的电力。这减少了对电动汽车充电基础设施的需求，而电动汽车充电基础设施目前在中国是有限的。该公司的混合动力战略似乎正在取得成效——其售价约为46,000美元的Li ONE SUV在2020年9月成为中国新能源汽车领域最畅销的SUV。新能源领域包括燃料电池、电动和插电式混合动力汽车。</blockquote></p><p> Xpeng produces and sells premium electric vehicles including the G3 SUV and the P7 four-door sedan, which are roughly positioned as rivals to Tesla’s Model Y SUV and Model 3 sedan, although they are more affordable, with the basic version of the G3 starting at about $22,000 post subsidies. The G3 SUV was among the top 3 Electric SUVs in terms of sales in China in 2019. While the company began production in late 2018, initially via a deal with an established automaker, it has started production at its own factory in the Guangdong province.</p><p><blockquote>小鹏汽车生产和销售包括G3 SUV和P7四门轿车在内的高端电动汽车，这些汽车大致定位为特斯拉Model Y SUV和Model 3轿车的竞争对手，尽管它们的价格更实惠，G3的基本版起售价约为22,000美元补贴后。G3 SUV是2019年中国电动SUV销量前三名之一。虽然该公司于2018年底开始生产，最初是通过与一家老牌汽车制造商达成协议，但它已在广东省自己的工厂开始生产。</blockquote></p><p> <b>How Have The Deliveries, Revenues &amp; Margins Trended</b></p><p><blockquote><b>交付量、收入和利润率的趋势如何</b></blockquote></p><p></p><p> Nio delivered about 21k vehicles in 2019, up from about 11k vehicles in 2018. This compares to Xpeng which delivered about 13k vehicles in 2019 and Li Auto which delivered about 1k vehicles, considering that it began production only late last year. While Nio’s deliveries this year could approach about 40k units, Li Auto and Xpeng are likely to deliver around 25k vehicles with Li Auto seeing the highest growth. Over 2019, Nio’s Revenues stood at $1.1 billion, compared to about $40 million for Li Auto and $330 million for Xpeng. Nio’s Revenues are likely to grow 95% this year, while Xpeng’s Revenues are likely to grow by about 120%. All three companies remain deeply lossmaking as costs related to R&amp;D and SG&amp;A remain high relative to Revenues. Nio’s Net Margins stood at -195% in 2019, Li Auto’s margins stood at about -860% while Xpeng’s margins stood at -160%. However, margins are likely to improve sharply in 2020, as volumes pick up.</p><p><blockquote>蔚来2019年交付了约2.1万辆汽车，高于2018年的约1.1万辆。相比之下，小鹏汽车在2019年交付了约1.3万辆汽车，理想汽车汽车在去年年底才开始生产，交付了约1000辆汽车。虽然蔚来今年的交付量可能接近4万辆左右，但理想汽车和小鹏汽车可能会交付约2.5万辆汽车，其中理想汽车的增幅最高。2019年，蔚来的收入为11亿美元，而理想汽车约为4000万美元，小鹏汽车约为3.3亿美元。蔚来今年的收入可能增长95%，而小鹏汽车的收入可能增长约120%。由于与研发和SG&amp;A相关的成本相对于收入仍然很高，这三家公司仍然严重亏损。2019年，蔚来的净利润率为-195%，理想汽车的利润率约为-860%，而小鹏汽车的利润率为-160%。然而，随着销量的回升，利润率可能会在2020年大幅提高。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> Nio’s Market Cap stood at about $37 billion as of October 28, 2020, with its stock price rising by about 7x year-to-date due to surging investor interest in EV stocks. Li Auto and Xpeng, which were both listed in the U.S. around August as they looked to capitalize on surging valuations, have a market cap of about $15 billion and $14 billion, respectively. On a relative basis, Nio trades at about 15x projected 2020 Revenues, Li Auto trades at about 12x, while Xpeng trades at about 20x.</p><p><blockquote>截至2020年10月28日，蔚来的市值约为370亿美元，由于投资者对电动汽车股票的兴趣激增，其股价今年迄今上涨了约7倍。理想汽车和小鹏汽车均于8月左右在美国上市，希望利用估值飙升的机会，市值分别约为150亿美元和140亿美元。相对而言，蔚来的交易价格约为2020年预计收入的15倍，理想汽车的交易价格约为12倍，而小鹏汽车的交易价格约为20倍。</blockquote></p><p> While valuations are certainly high, investors are likely betting that these companies will continue to grow in the domestic market, while eventually playing a larger role in the global EV space leveraging China’s relatively low-cost manufacturing, and the country’s ecosystem of battery and auto parts suppliers. Of the three companies, Nio might be the safer bet, considering its slightly longer track record, higher Revenues, and investments in technology such as battery swaps and self-driving. Li Auto also looks attractive considering its rapid growth - driven by the uptake of its hybrid powertrains - and relatively attractive valuation of about 12x 2020 Revenues.</p><p><blockquote>虽然估值肯定很高，但投资者可能押注这些公司将继续在国内市场增长，同时最终利用中国相对低成本的制造业以及该国的电池和汽车生态系统在全球电动汽车领域发挥更大的作用零部件供应商。在这三家公司中，考虑到蔚来稍长的业绩记录、较高的收入以及对电池更换和自动驾驶等技术的投资，它可能是更安全的选择。考虑到其快速增长（由混合动力系统的采用推动）以及相对有吸引力的估值（约为2020年收入的12倍），理想汽车看起来也很有吸引力。</blockquote></p><p> Electric vehicles are the future of transportation, but picking the right EV stocks can be tricky. Investing in<b>Electric Vehicle Component Supplier Stocks</b>can be a good alternative to play the growth in the EV market.</p><p><blockquote>电动汽车是交通的未来，但选择正确的电动汽车股票可能很棘手。投资于<b>电动汽车零部件供应商库存</b>可以成为电动汽车市场增长的一个很好的选择。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks fell in morning trading. Chinese EV Stocks Fully Priced Following Recent Rally, Planned Rate Hikes<blockquote>电动汽车股早盘下跌。中国电动汽车股在近期上涨和计划加息后已完全定价</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\">\nEV stocks fell in morning trading. Chinese EV Stocks Fully Priced Following Recent Rally, Planned Rate Hikes<blockquote>电动汽车股早盘下跌。中国电动汽车股在近期上涨和计划加息后已完全定价</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-22 22:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(June 22)&nbsp;EV stocks fell in morning trading.&nbsp;Tesla fell 0.33%, XPeng fell over 5%, NIO fell over 3%,&nbsp;LI&nbsp;fell&nbsp;about&nbsp;2%.</p><p><blockquote>（6月22日）EV股早盘走低，特斯拉跌0.33%，小鹏跌超5%，蔚来跌超3%，理想跌约2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a423484cc524b2f71e91b83e759455a9\" tg-width=\"289\" tg-height=\"211\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Li Auto, Nio, Xpeng: Chinese EV Stocks Fully Priced Following Recent Rally, Planned Rate Hikes,</b>&nbsp;<b>According&nbsp;To&nbsp;Forbes.</b></p><p><blockquote><b>理想汽车、蔚来、小鹏汽车：中国电动汽车股票在近期上涨、计划加息后已完全定价，</b> <b>据福布斯报道。</b></blockquote></p><p> The stocks of Chinese EV players have surged over the last month, largely reversing the effects of the sell-off seen earlier this year.Nio stock(NYSE: NIO) has rallied by almost 38% over the last month, Li Auto (NASDAQ: LI) gained 45%, and Xpeng (NYSE: XPEV) surged by almost 58%. Now although the three companies posted mixed delivery figures for the month of May, with Nio and Li Auto both posting declines in their deliveries versus April, and Xpeng growing sales marginally, the sales numbers likely weren’t as bad as expected, considering the semiconductor shortage that has roiled the auto industry. In contrast, major auto players such as GM and Ford had to temporarily idle or scale back production at several plants.</p><p><blockquote>中国电动汽车企业的股价在上个月飙升，很大程度上扭转了今年早些时候抛售的影响。蔚来汽车（纽约证券交易所股票代码：蔚来）的股价在上个月上涨了近38%，理想汽车（纳斯达克：LI）上涨45%，小鹏汽车（纽约证券交易所股票代码：XPEV）飙升近58%。现在，尽管这三家公司公布的5月份交付数据好坏参半，蔚来和理想汽车的交付量均较4月份有所下降，而小鹏汽车的销量略有增长，但考虑到半导体的情况，销售数据可能并不像预期的那么糟糕。扰乱汽车行业的短缺。相比之下，通用汽车和福特等主要汽车制造商不得不暂时闲置或缩减几家工厂的生产。</blockquote></p><p> The outlook provided by the three companies was also stronger than expected, giving investors confidence that the worst of the semiconductor shortage is likely over. Li Auto has guided to 14,500 to 15,500 deliveries for the second quarter, a sequential increase of 22% on the upper end. The company says that it is optimistic that actual numbers will exceed guidance, given that it is seeing stronger than expected orders for the upgraded version of its Li One SUV. Nio also reiterated its Q2 2021 delivery guidance of 21,000 to 22,000 vehicles, implying that it could deliver a record 8,200 vehicles in June.</p><p><blockquote>这三家公司提供的前景也强于预期，让投资者相信半导体短缺最糟糕的时期可能已经过去。理想汽车预计第二季度交付量为14,500至15,500辆，环比增长22%。该公司表示，鉴于升级版Li One SUV的订单强于预期，因此对实际数字将超过指引持乐观态度。蔚来还重申了2021年Q2交付量为21,000至22,000辆汽车的指引，这意味着它可能在6月份交付创纪录的8,200辆汽车。</blockquote></p><p> Now are the stocks a buy at current levels? While the growth outlook is certainly strong, the stocks don’t exactly appear cheap at current valuations. Nio trades at 14x forward revenue, while Li Auto trades at 9x, and Xpeng trades at about 16x. Near-term threats to EV valuations include higher inflation and recent commentary by the U.S. Federal Reserve, which is now apparently looking at two interest rate hikes in 2023, instead of 2024. This could put pressure on high-multiple, high-growth stocks, including EV names. In our analysis&nbsp;<b>Nio, Xpeng &amp; Li Auto: How Do Chinese EV Stocks Compare?</b>&nbsp;we compare the financial performance and valuations of the major U.S. listed Chinese electric vehicle players.</p><p><blockquote>现在这些股票在当前水平值得买入吗？虽然增长前景肯定强劲，但以目前的估值来看，这些股票看起来并不便宜。蔚来的预期收入为14倍，理想汽车的预期收入为9倍，小鹏汽车的预期收入约为16倍。电动汽车估值面临的近期威胁包括通胀上升和美联储最近的评论，美联储目前显然正在考虑在2023年而不是2024年加息两次。这可能会给包括电动汽车在内的高市盈率、高增长股票带来压力。根据我们的分析<b>蔚来、小鹏汽车和理想汽车：中国电动汽车股票比较如何？</b>我们比较了在美国上市的主要中国电动汽车公司的财务表现和估值。</blockquote></p><p> <b>[6/2/2021] Is The Worst Of The Semiconductor Crunch Over For Chinese EVs?</b></p><p><blockquote><b>[6/2/2021]中国电动汽车半导体紧缩最糟糕的时期结束了吗？</b></blockquote></p><p> Chinese electric vehicle majorsNio (NYSE: NIO)and Xpeng (NYSE: XPEV) provided mixed delivery figures for the month of May, as they continued to be impacted by the current shortage of semiconductors. While Nio delivered a total of 6,711 vehicles in May, down 5.5% from April, Xpeng was able to grow deliveries by about 10% over the last month to 5,686 units, although the number is below peak monthly sales of 6,015 vehicles witnessed in January. Although both companies reported robust year-over-year growth numbers (2x to 6x), the sequential figures are more closely tracked for fast-growing companies.</p><p><blockquote>中国电动汽车巨头蔚来汽车（纽约证券交易所股票代码：蔚来）和小鹏汽车（纽约证券交易所股票代码：XPEV）提供的5月份交付数据好坏参半，因为它们继续受到当前半导体短缺的影响。虽然蔚来5月份共交付6,711辆汽车，较4月份下降5.5%，但小鹏汽车上个月的交付量增长了约10%，达到5,686辆，尽管这一数字低于1月份6,015辆的月销量峰值。尽管两家公司都报告了强劲的同比增长数据（2倍至6倍），但对于快速增长的公司来说，环比数据受到更密切的跟踪。</blockquote></p><p> However, things are probably going to get better from here. Nio, for instance, reiterated its Q2 2021 delivery guidance of 21,000 to 22,000 vehicles, implying that it could deliver as many as 8,200 vehicles in June, a monthly record. This is likely an indicator that the global automotive semiconductor shortage is easing off, and also a sign that Nio is holding its own in the Chinese EV market, despite mounting competition. Nio stock rallied by almost 10% in Tuesday’s trading, while Xpeng’s stock was up by about 8% following the report.</p><p><blockquote>然而，事情可能会从这里变得更好。例如，蔚来重申了2021年第二季度21,000至22,000辆汽车的交付指引，这意味着它可能在6月份交付多达8,200辆汽车，创下月度纪录。这可能表明全球汽车半导体短缺正在缓解，也表明尽管竞争日益激烈，蔚来仍在中国电动汽车市场保持着自己的地位。蔚来股价在周二交易中上涨了近10%，而小鹏汽车的股价在报告发布后上涨了约8%。</blockquote></p><p> Despite the recent rally, the stocks might still be worth considering at current levels. Nio stock remains down by about 20% year-to-date while Xpeng is down by about 22%. See our analysis on&nbsp;<b>Nio, Xpeng &amp; Li Auto: How Do Chinese EV Stocks Compare?</b>for an overview of the financial and valuation metrics of the three U.S. listed Chinese EV players.</p><p><blockquote>尽管最近有所上涨，但在目前的水平上，这些股票可能仍然值得考虑。蔚来股价今年迄今仍下跌约20%，而小鹏汽车则下跌约22%。请参阅我们的分析<b>蔚来、小鹏汽车和理想汽车：中国电动汽车股票比较如何？</b>了解三家在美国上市的中国电动汽车公司的财务和估值指标概览。</blockquote></p><p> <b>[5/21/2021] How Do Chinese EV Stocks Compare?</b></p><p><blockquote><b>[5/21/2021]中国电动汽车股票相比如何？</b></blockquote></p><p> U.S. listed Chinese EV players Nio (NYSE: NIO), Xpeng (NYSE: XPEV), and Li Auto (NASDAQ: LI) have underperformed this year, with their stocks down by roughly 30% each, since early January. So how do these stocks compare post the correction? While Nio and Xpeng remain pricier compared to Li Auto, they probably justify their higher valuation for a couple of reasons. Here is a bit more about these companies.</p><p><blockquote>在美国上市的中国电动汽车公司蔚来（纽约证券交易所股票代码：蔚来）、小鹏汽车（纽约证券交易所股票代码：XPEV）和理想汽车（纳斯达克股票代码：LI）今年表现不佳，自1月初以来，其股价均下跌了约30%。那么这些股票在调整后的比较如何呢？虽然与理想汽车相比，蔚来和小鹏汽车的价格仍然较高，但它们的较高估值可能有几个原因。这里有更多关于这些公司的信息。</blockquote></p><p> Our analysis&nbsp;<b>Nio, Xpeng &amp; Li Auto: How Do Chinese EV Stocks Compare?</b>&nbsp;compares the financial performance and valuation of the major U.S. listed Chinese electric vehicle players.</p><p><blockquote>我们的分析<b>蔚来、小鹏汽车和理想汽车：中国电动汽车股票比较如何？</b>比较了在美国上市的主要中国电动汽车公司的财务表现和估值。</blockquote></p><p></p><p> Nio remains the most richly valued of the three companies, trading at about 10.5x forward revenue. Revenues are likely to grow by over 110% this year, per consensus estimates. Longer-term growth is also likely to remain strong, given the company’s wide product portfolio (it already has three models on the market), its unique innovations such as battery swapping, its global expansion plans, and investments into autonomous driving. Nio brand also has a lot more buzz, with the company viewed as the most direct rival to Tesla in China. Gross margins stood at 19.5% in Q1 2021, up from a negative 12% a year ago.</p><p><blockquote>蔚来仍然是这三家公司中估值最高的公司，其交易价格约为预期收入的10.5倍。根据普遍预测，今年收入可能增长110%以上。鉴于该公司广泛的产品组合（市场上已经有三款车型）、电池更换等独特创新、全球扩张计划以及对自动驾驶的投资，长期增长也可能保持强劲。蔚来品牌也受到更多关注，该公司被视为特斯拉在华最直接的竞争对手。2021年第一季度的毛利率为19.5%，高于一年前的负12%。</blockquote></p><p> Xpeng trades at about 10x projected 2021 revenues. Sales growth is projected to be the strongest among the three companies, rising by over 150% this year, per consensus estimates. Besides its higher projected growth, investors have been assigning a premium to the company due to its progress in the autonomous driving space. Xpeng currently sells the G3 SUV and the P7 sedan and its new P5 compact sedan is likely to hit the roads later this year. Although Xpeng’s gross margins have improved, rising to about 11% over Q1, versus negative levels a year ago, they are still below Nio’s margins.</p><p><blockquote>小鹏汽车的交易价格约为2021年预计收入的10倍。据普遍估计，今年的销售额增长预计将是三家公司中最强劲的，将增长超过150%。除了较高的预期增长外，由于该公司在自动驾驶领域的进展，投资者一直对该公司给予溢价。小鹏汽车目前销售G3 SUV和P7轿车，其新款P5紧凑型轿车可能会在今年晚些时候上路。尽管小鹏汽车的毛利率有所改善，较第一季度升至11%左右，而一年前为负值，但仍低于蔚来的毛利率。</blockquote></p><p> Li Auto trades at just 6x projected 2021 revenues, the lowest of the three companies. Revenues are likely to roughly double this year, with gross margins standing at 17.5% as of Q4 2020 (the company has yet to report Q1 results). The lower valuation is likely due to the company’s focus on a single product - the Li Xiang ONE, an electric SUV that also has a small gasoline engine and also due to the fact that Li Auto is behind rivals in terms of autonomous driving tech.</p><p><blockquote>理想汽车的交易价格仅为2021年预计收入的6倍，是三家公司中最低的。今年的收入可能会大约翻一番，截至2020年第四季度，毛利率为17.5%（该公司尚未报告第一季度业绩）。估值较低可能是由于该公司专注于单一产品——李想ONE，这是一款同样配备小型汽油发动机的电动SUV，也是由于理想汽车在自动驾驶技术方面落后于竞争对手。</blockquote></p><p> <b>[10/30/2020] How Do Nio, Xpeng, and Li Auto Compare</b></p><p><blockquote><b>[10/30/2020]蔚来、小鹏、理想汽车对比如何</b></blockquote></p><p> The Chinese electric vehicle space is booming, with China-based manufacturers accounting for over 50% of global EV deliveries. Demand for EVs in China is likely to remain robust as the Chinese government wants about 25% of all new cars sold in the country to be electric by 2025, up from roughly 5% at present.[1]While Tesla is a leader in the Chinese luxury EV market driven by production at its new Shanghai facility, Nio, Xpeng (NYSE: XPEV), and Li Auto (NASDAQ: LI) - three relatively young U.S. listed Chinese electric vehicle players, have also been gaining traction. In our analysis<b>Nio, Xpeng &amp; Li Auto: How Do Chinese EV Stocks Compare?</b>we compare the financial performance and valuation of the major U.S. listed Chinese electric vehicle players. Parts of the analysis are summarized below.</p><p><blockquote>中国电动汽车领域正在蓬勃发展，中国制造商占全球电动汽车交付量的50%以上。中国对电动汽车的需求可能会保持强劲，因为中国政府希望到2025年，中国销售的所有新车中约有25%是电动汽车，高于目前的约5%。[1]虽然特斯拉在上海新工厂的生产推动下是中国豪华电动汽车市场的领导者，但蔚来、小鹏汽车（纽约证券交易所代码：XPEV）和理想汽车（纳斯达克代码：LI）这三家相对年轻的在美国上市的中国电动汽车公司也获得了关注。根据我们的分析<b>蔚来、小鹏汽车和理想汽车：中国电动汽车股票比较如何？</b>我们比较了在美国上市的主要中国电动汽车公司的财务表现和估值。部分分析总结如下。</blockquote></p><p> <b>Overview Of Nio, Li Auto &amp; Xpeng’s Business</b></p><p><blockquote><b>蔚来、理想汽车和小鹏汽车业务概述</b></blockquote></p><p> Nio, which was founded in 2014, currently offers three premium electric SUVs, ES8, ES6, and EC6, which are priced starting at about $50k. The company is working on developing self-driving technology and also offers other unique innovations such as Battery as a Service (BaaS) - which allows customers to subscribe for car batteries, rather than paying for them upfront. While the company has scaled up production, it hasn’t come without challenges, as it recalled about 5,000 vehicles last year after reports of multiple fires.</p><p><blockquote>蔚来成立于2014年，目前提供ES8、ES6和EC6三款高端电动SUV，起价约为5万美元。该公司正在致力于开发自动驾驶技术，并提供其他独特的创新，例如电池即服务（BaaS）——允许客户订阅汽车电池，而不是预先付费。尽管该公司扩大了生产规模，但也并非没有挑战，去年在接到多起火灾报告后，该公司召回了约5,000辆汽车。</blockquote></p><p> Li Auto sells Extended-Range Electric Vehicles, which are essentially EVs that also have a small gasoline engine that can generate additional electric power for the battery. This reduces the need for EV-charging infrastructure, which is currently limited in China. The company’s hybrid strategy appears to be paying off - with its Li ONE SUV, which is priced at about $46,000 - ranking as the top-selling SUV in the new energy vehicle segment in China in September 2020. The new energy segment includes fuel cell, electric, and plug-in hybrid vehicles.</p><p><blockquote>理想汽车销售增程电动汽车，本质上是电动汽车，也有一个小型汽油发动机，可以为电池产生额外的电力。这减少了对电动汽车充电基础设施的需求，而电动汽车充电基础设施目前在中国是有限的。该公司的混合动力战略似乎正在取得成效——其售价约为46,000美元的Li ONE SUV在2020年9月成为中国新能源汽车领域最畅销的SUV。新能源领域包括燃料电池、电动和插电式混合动力汽车。</blockquote></p><p> Xpeng produces and sells premium electric vehicles including the G3 SUV and the P7 four-door sedan, which are roughly positioned as rivals to Tesla’s Model Y SUV and Model 3 sedan, although they are more affordable, with the basic version of the G3 starting at about $22,000 post subsidies. The G3 SUV was among the top 3 Electric SUVs in terms of sales in China in 2019. While the company began production in late 2018, initially via a deal with an established automaker, it has started production at its own factory in the Guangdong province.</p><p><blockquote>小鹏汽车生产和销售包括G3 SUV和P7四门轿车在内的高端电动汽车，这些汽车大致定位为特斯拉Model Y SUV和Model 3轿车的竞争对手，尽管它们的价格更实惠，G3的基本版起售价约为22,000美元补贴后。G3 SUV是2019年中国电动SUV销量前三名之一。虽然该公司于2018年底开始生产，最初是通过与一家老牌汽车制造商达成协议，但它已在广东省自己的工厂开始生产。</blockquote></p><p> <b>How Have The Deliveries, Revenues &amp; Margins Trended</b></p><p><blockquote><b>交付量、收入和利润率的趋势如何</b></blockquote></p><p></p><p> Nio delivered about 21k vehicles in 2019, up from about 11k vehicles in 2018. This compares to Xpeng which delivered about 13k vehicles in 2019 and Li Auto which delivered about 1k vehicles, considering that it began production only late last year. While Nio’s deliveries this year could approach about 40k units, Li Auto and Xpeng are likely to deliver around 25k vehicles with Li Auto seeing the highest growth. Over 2019, Nio’s Revenues stood at $1.1 billion, compared to about $40 million for Li Auto and $330 million for Xpeng. Nio’s Revenues are likely to grow 95% this year, while Xpeng’s Revenues are likely to grow by about 120%. All three companies remain deeply lossmaking as costs related to R&amp;D and SG&amp;A remain high relative to Revenues. Nio’s Net Margins stood at -195% in 2019, Li Auto’s margins stood at about -860% while Xpeng’s margins stood at -160%. However, margins are likely to improve sharply in 2020, as volumes pick up.</p><p><blockquote>蔚来2019年交付了约2.1万辆汽车，高于2018年的约1.1万辆。相比之下，小鹏汽车在2019年交付了约1.3万辆汽车，理想汽车汽车在去年年底才开始生产，交付了约1000辆汽车。虽然蔚来今年的交付量可能接近4万辆左右，但理想汽车和小鹏汽车可能会交付约2.5万辆汽车，其中理想汽车的增幅最高。2019年，蔚来的收入为11亿美元，而理想汽车约为4000万美元，小鹏汽车约为3.3亿美元。蔚来今年的收入可能增长95%，而小鹏汽车的收入可能增长约120%。由于与研发和SG&amp;A相关的成本相对于收入仍然很高，这三家公司仍然严重亏损。2019年，蔚来的净利润率为-195%，理想汽车的利润率约为-860%，而小鹏汽车的利润率为-160%。然而，随着销量的回升，利润率可能会在2020年大幅提高。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> Nio’s Market Cap stood at about $37 billion as of October 28, 2020, with its stock price rising by about 7x year-to-date due to surging investor interest in EV stocks. Li Auto and Xpeng, which were both listed in the U.S. around August as they looked to capitalize on surging valuations, have a market cap of about $15 billion and $14 billion, respectively. On a relative basis, Nio trades at about 15x projected 2020 Revenues, Li Auto trades at about 12x, while Xpeng trades at about 20x.</p><p><blockquote>截至2020年10月28日，蔚来的市值约为370亿美元，由于投资者对电动汽车股票的兴趣激增，其股价今年迄今上涨了约7倍。理想汽车和小鹏汽车均于8月左右在美国上市，希望利用估值飙升的机会，市值分别约为150亿美元和140亿美元。相对而言，蔚来的交易价格约为2020年预计收入的15倍，理想汽车的交易价格约为12倍，而小鹏汽车的交易价格约为20倍。</blockquote></p><p> While valuations are certainly high, investors are likely betting that these companies will continue to grow in the domestic market, while eventually playing a larger role in the global EV space leveraging China’s relatively low-cost manufacturing, and the country’s ecosystem of battery and auto parts suppliers. Of the three companies, Nio might be the safer bet, considering its slightly longer track record, higher Revenues, and investments in technology such as battery swaps and self-driving. Li Auto also looks attractive considering its rapid growth - driven by the uptake of its hybrid powertrains - and relatively attractive valuation of about 12x 2020 Revenues.</p><p><blockquote>虽然估值肯定很高，但投资者可能押注这些公司将继续在国内市场增长，同时最终利用中国相对低成本的制造业以及该国的电池和汽车生态系统在全球电动汽车领域发挥更大的作用零部件供应商。在这三家公司中，考虑到蔚来稍长的业绩记录、较高的收入以及对电池更换和自动驾驶等技术的投资，它可能是更安全的选择。考虑到其快速增长（由混合动力系统的采用推动）以及相对有吸引力的估值（约为2020年收入的12倍），理想汽车看起来也很有吸引力。</blockquote></p><p> Electric vehicles are the future of transportation, but picking the right EV stocks can be tricky. Investing in<b>Electric Vehicle Component Supplier Stocks</b>can be a good alternative to play the growth in the EV market.</p><p><blockquote>电动汽车是交通的未来，但选择正确的电动汽车股票可能很棘手。投资于<b>电动汽车零部件供应商库存</b>可以成为电动汽车市场增长的一个很好的选择。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","TSLA":"特斯拉","NIO":"蔚来","LI":"理想汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143759096","content_text":"(June 22) EV stocks fell in morning trading. Tesla fell 0.33%, XPeng fell over 5%, NIO fell over 3%, LI fell about 2%.\n\nLi Auto, Nio, Xpeng: Chinese EV Stocks Fully Priced Following Recent Rally, Planned Rate Hikes, According To Forbes.\nThe stocks of Chinese EV players have surged over the last month, largely reversing the effects of the sell-off seen earlier this year.Nio stock(NYSE: NIO) has rallied by almost 38% over the last month, Li Auto (NASDAQ: LI) gained 45%, and Xpeng (NYSE: XPEV) surged by almost 58%. Now although the three companies posted mixed delivery figures for the month of May, with Nio and Li Auto both posting declines in their deliveries versus April, and Xpeng growing sales marginally, the sales numbers likely weren’t as bad as expected, considering the semiconductor shortage that has roiled the auto industry. In contrast, major auto players such as GM and Ford had to temporarily idle or scale back production at several plants.\nThe outlook provided by the three companies was also stronger than expected, giving investors confidence that the worst of the semiconductor shortage is likely over. Li Auto has guided to 14,500 to 15,500 deliveries for the second quarter, a sequential increase of 22% on the upper end. The company says that it is optimistic that actual numbers will exceed guidance, given that it is seeing stronger than expected orders for the upgraded version of its Li One SUV. Nio also reiterated its Q2 2021 delivery guidance of 21,000 to 22,000 vehicles, implying that it could deliver a record 8,200 vehicles in June.\nNow are the stocks a buy at current levels? While the growth outlook is certainly strong, the stocks don’t exactly appear cheap at current valuations. Nio trades at 14x forward revenue, while Li Auto trades at 9x, and Xpeng trades at about 16x. Near-term threats to EV valuations include higher inflation and recent commentary by the U.S. Federal Reserve, which is now apparently looking at two interest rate hikes in 2023, instead of 2024. This could put pressure on high-multiple, high-growth stocks, including EV names. In our analysis Nio, Xpeng & Li Auto: How Do Chinese EV Stocks Compare? we compare the financial performance and valuations of the major U.S. listed Chinese electric vehicle players.\n[6/2/2021] Is The Worst Of The Semiconductor Crunch Over For Chinese EVs?\nChinese electric vehicle majorsNio (NYSE: NIO)and Xpeng (NYSE: XPEV) provided mixed delivery figures for the month of May, as they continued to be impacted by the current shortage of semiconductors. While Nio delivered a total of 6,711 vehicles in May, down 5.5% from April, Xpeng was able to grow deliveries by about 10% over the last month to 5,686 units, although the number is below peak monthly sales of 6,015 vehicles witnessed in January. Although both companies reported robust year-over-year growth numbers (2x to 6x), the sequential figures are more closely tracked for fast-growing companies.\nHowever, things are probably going to get better from here. Nio, for instance, reiterated its Q2 2021 delivery guidance of 21,000 to 22,000 vehicles, implying that it could deliver as many as 8,200 vehicles in June, a monthly record. This is likely an indicator that the global automotive semiconductor shortage is easing off, and also a sign that Nio is holding its own in the Chinese EV market, despite mounting competition. Nio stock rallied by almost 10% in Tuesday’s trading, while Xpeng’s stock was up by about 8% following the report.\nDespite the recent rally, the stocks might still be worth considering at current levels. Nio stock remains down by about 20% year-to-date while Xpeng is down by about 22%. See our analysis on Nio, Xpeng & Li Auto: How Do Chinese EV Stocks Compare?for an overview of the financial and valuation metrics of the three U.S. listed Chinese EV players.\n[5/21/2021] How Do Chinese EV Stocks Compare?\nU.S. listed Chinese EV players Nio (NYSE: NIO), Xpeng (NYSE: XPEV), and Li Auto (NASDAQ: LI) have underperformed this year, with their stocks down by roughly 30% each, since early January. So how do these stocks compare post the correction? While Nio and Xpeng remain pricier compared to Li Auto, they probably justify their higher valuation for a couple of reasons. Here is a bit more about these companies.\nOur analysis Nio, Xpeng & Li Auto: How Do Chinese EV Stocks Compare? compares the financial performance and valuation of the major U.S. listed Chinese electric vehicle players.\nNio remains the most richly valued of the three companies, trading at about 10.5x forward revenue. Revenues are likely to grow by over 110% this year, per consensus estimates. Longer-term growth is also likely to remain strong, given the company’s wide product portfolio (it already has three models on the market), its unique innovations such as battery swapping, its global expansion plans, and investments into autonomous driving. Nio brand also has a lot more buzz, with the company viewed as the most direct rival to Tesla in China. Gross margins stood at 19.5% in Q1 2021, up from a negative 12% a year ago.\nXpeng trades at about 10x projected 2021 revenues. Sales growth is projected to be the strongest among the three companies, rising by over 150% this year, per consensus estimates. Besides its higher projected growth, investors have been assigning a premium to the company due to its progress in the autonomous driving space. Xpeng currently sells the G3 SUV and the P7 sedan and its new P5 compact sedan is likely to hit the roads later this year. Although Xpeng’s gross margins have improved, rising to about 11% over Q1, versus negative levels a year ago, they are still below Nio’s margins.\nLi Auto trades at just 6x projected 2021 revenues, the lowest of the three companies. Revenues are likely to roughly double this year, with gross margins standing at 17.5% as of Q4 2020 (the company has yet to report Q1 results). The lower valuation is likely due to the company’s focus on a single product - the Li Xiang ONE, an electric SUV that also has a small gasoline engine and also due to the fact that Li Auto is behind rivals in terms of autonomous driving tech.\n[10/30/2020] How Do Nio, Xpeng, and Li Auto Compare\nThe Chinese electric vehicle space is booming, with China-based manufacturers accounting for over 50% of global EV deliveries. Demand for EVs in China is likely to remain robust as the Chinese government wants about 25% of all new cars sold in the country to be electric by 2025, up from roughly 5% at present.[1]While Tesla is a leader in the Chinese luxury EV market driven by production at its new Shanghai facility, Nio, Xpeng (NYSE: XPEV), and Li Auto (NASDAQ: LI) - three relatively young U.S. listed Chinese electric vehicle players, have also been gaining traction. In our analysisNio, Xpeng & Li Auto: How Do Chinese EV Stocks Compare?we compare the financial performance and valuation of the major U.S. listed Chinese electric vehicle players. Parts of the analysis are summarized below.\nOverview Of Nio, Li Auto & Xpeng’s Business\nNio, which was founded in 2014, currently offers three premium electric SUVs, ES8, ES6, and EC6, which are priced starting at about $50k. The company is working on developing self-driving technology and also offers other unique innovations such as Battery as a Service (BaaS) - which allows customers to subscribe for car batteries, rather than paying for them upfront. While the company has scaled up production, it hasn’t come without challenges, as it recalled about 5,000 vehicles last year after reports of multiple fires.\nLi Auto sells Extended-Range Electric Vehicles, which are essentially EVs that also have a small gasoline engine that can generate additional electric power for the battery. This reduces the need for EV-charging infrastructure, which is currently limited in China. The company’s hybrid strategy appears to be paying off - with its Li ONE SUV, which is priced at about $46,000 - ranking as the top-selling SUV in the new energy vehicle segment in China in September 2020. The new energy segment includes fuel cell, electric, and plug-in hybrid vehicles.\nXpeng produces and sells premium electric vehicles including the G3 SUV and the P7 four-door sedan, which are roughly positioned as rivals to Tesla’s Model Y SUV and Model 3 sedan, although they are more affordable, with the basic version of the G3 starting at about $22,000 post subsidies. The G3 SUV was among the top 3 Electric SUVs in terms of sales in China in 2019. While the company began production in late 2018, initially via a deal with an established automaker, it has started production at its own factory in the Guangdong province.\nHow Have The Deliveries, Revenues & Margins Trended\nNio delivered about 21k vehicles in 2019, up from about 11k vehicles in 2018. This compares to Xpeng which delivered about 13k vehicles in 2019 and Li Auto which delivered about 1k vehicles, considering that it began production only late last year. While Nio’s deliveries this year could approach about 40k units, Li Auto and Xpeng are likely to deliver around 25k vehicles with Li Auto seeing the highest growth. Over 2019, Nio’s Revenues stood at $1.1 billion, compared to about $40 million for Li Auto and $330 million for Xpeng. Nio’s Revenues are likely to grow 95% this year, while Xpeng’s Revenues are likely to grow by about 120%. All three companies remain deeply lossmaking as costs related to R&D and SG&A remain high relative to Revenues. Nio’s Net Margins stood at -195% in 2019, Li Auto’s margins stood at about -860% while Xpeng’s margins stood at -160%. However, margins are likely to improve sharply in 2020, as volumes pick up.\nValuation\nNio’s Market Cap stood at about $37 billion as of October 28, 2020, with its stock price rising by about 7x year-to-date due to surging investor interest in EV stocks. Li Auto and Xpeng, which were both listed in the U.S. around August as they looked to capitalize on surging valuations, have a market cap of about $15 billion and $14 billion, respectively. On a relative basis, Nio trades at about 15x projected 2020 Revenues, Li Auto trades at about 12x, while Xpeng trades at about 20x.\nWhile valuations are certainly high, investors are likely betting that these companies will continue to grow in the domestic market, while eventually playing a larger role in the global EV space leveraging China’s relatively low-cost manufacturing, and the country’s ecosystem of battery and auto parts suppliers. Of the three companies, Nio might be the safer bet, considering its slightly longer track record, higher Revenues, and investments in technology such as battery swaps and self-driving. Li Auto also looks attractive considering its rapid growth - driven by the uptake of its hybrid powertrains - and relatively attractive valuation of about 12x 2020 Revenues.\nElectric vehicles are the future of transportation, but picking the right EV stocks can be tricky. Investing inElectric Vehicle Component Supplier Stockscan be a good alternative to play the growth in the EV 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生日前，我们做了有奖征集，分享你与老虎的点滴故事。为什么喜欢老虎？喜欢老虎的哪些地方？如何向别人推荐老虎?收到很多虎友的精彩故事，现在就来为大家发奖了。 首先恭喜获得7周年限定礼盒的虎友们 <a target=\"_blank\" href=\"https://laohu8.com/U/3555144802772256\">@Una是个小韭皇</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3574572092080891\">@Joker_Smile</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3583889343450583\">@糖果乔儿</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3571909823885771\">@Sallylim</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3553888944994838\">@下河摸石</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3479781612547227\">@笑瞰</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3575840373160417\">@Freshie</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3576579618783903\">@虎杀四方</a>","listText":"2021年6月11日，老虎7岁啦。小虎君这回的生日愿望就是希望下一个七年能够再次与你相伴，也希望各位虎友们能多多给周围的朋友推荐老虎，让我们一起把老虎做大做强。~ 生日前，我们做了有奖征集，分享你与老虎的点滴故事。为什么喜欢老虎？喜欢老虎的哪些地方？如何向别人推荐老虎?收到很多虎友的精彩故事，现在就来为大家发奖了。 首先恭喜获得7周年限定礼盒的虎友们 <a target=\"_blank\" href=\"https://laohu8.com/U/3555144802772256\">@Una是个小韭皇</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3574572092080891\">@Joker_Smile</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3583889343450583\">@糖果乔儿</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3571909823885771\">@Sallylim</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3553888944994838\">@下河摸石</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3479781612547227\">@笑瞰</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3575840373160417\">@Freshie</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3576579618783903\">@虎杀四方</a>","text":"2021年6月11日，老虎7岁啦。小虎君这回的生日愿望就是希望下一个七年能够再次与你相伴，也希望各位虎友们能多多给周围的朋友推荐老虎，让我们一起把老虎做大做强。~ 生日前，我们做了有奖征集，分享你与老虎的点滴故事。为什么喜欢老虎？喜欢老虎的哪些地方？如何向别人推荐老虎?收到很多虎友的精彩故事，现在就来为大家发奖了。 首先恭喜获得7周年限定礼盒的虎友们 @Una是个小韭皇 @Joker_Smile @糖果乔儿 @Sallylim @下河摸石 @笑瞰 @Freshie @虎杀四方","images":[{"img":"https://static.tigerbbs.com/01ea27f09979659c3f82cbc9bee141ac","width":"1170","height":"2134"},{"img":"https://static.tigerbbs.com/9f6c0d16fd3a607255478d3b3dd4c391","width":"1170","height":"2325"},{"img":"https://static.tigerbbs.com/a9f26b9e00f7eb8327a0bfa3fe5bb699","width":"1170","height":"1923"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129992471","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":14,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129425328,"gmtCreate":1624382561564,"gmtModify":1631891660764,"author":{"id":"3582807172475126","authorId":"3582807172475126","name":"mengss7","avatar":"https://static.tigerbbs.com/15d392e843a51d62e2d6b0b30db071f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582807172475126","authorIdStr":"3582807172475126"},"themes":[],"htmlText":"Buy more shares","listText":"Buy more shares","text":"Buy more shares","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/129425328","repostId":"1186919064","repostType":2,"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129422835,"gmtCreate":1624382525327,"gmtModify":1631891660772,"author":{"id":"3582807172475126","authorId":"3582807172475126","name":"mengss7","avatar":"https://static.tigerbbs.com/15d392e843a51d62e2d6b0b30db071f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582807172475126","authorIdStr":"3582807172475126"},"themes":[],"htmlText":"I love donut","listText":"I love donut","text":"I love 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course tsla 🥳","listText":"Of course tsla 🥳","text":"Of course tsla 🥳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126847212","repostId":"1198422658","repostType":4,"isVote":1,"tweetType":1,"viewCount":1785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126993645,"gmtCreate":1624541266887,"gmtModify":1631889063175,"author":{"id":"3582807172475126","authorId":"3582807172475126","name":"mengss7","avatar":"https://static.tigerbbs.com/15d392e843a51d62e2d6b0b30db071f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582807172475126","authorIdStr":"3582807172475126"},"themes":[],"htmlText":"Long tesla","listText":"Long tesla","text":"Long tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126993645","repostId":"1198538721","repostType":4,"repost":{"id":"1198538721","kind":"news","pubTimestamp":1624538323,"share":"https://www.laohu8.com/m/news/1198538721?lang=zh_CN&edition=full","pubTime":"2021-06-24 20:38","market":"us","language":"en","title":"\"It's A Bust\": Elon Musk's Fixation With Tesla's Failed Solar Roof Rollout<blockquote>“这是一次失败”：Elon Musk对特斯拉太阳能屋顶推广失败的执着</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198538721","media":"zerohedge","summary":"We've been skeptical not only of basically everythingElon Musk has been doing over the last half-dec","content":"<p>We've been skeptical not only of&nbsp;<i>basically everything</i>Elon Musk has been doing over the last half-decade, but specifically about the company's plans for its solar roof tiles - which were pitched as one of the reasons to help Tesla<s>bail out</s>acquire the nearly-now-defunct Solar City, run by one of Musk's cousins, years ago.</p><p><blockquote>我们不仅怀疑<i>基本上一切</i>Elon Musk在过去五年中一直在做什么，但特别是关于该公司的太阳能屋顶瓦计划——这被认为是帮助特斯拉的原因之一<s>保释</s>几年前，收购了由马斯克的一位堂兄经营的几乎现已倒闭的太阳城。</blockquote></p><p> Additionally, some of the more well known Tesla skeptics on FinTwit have taken special exception with the company's solar roof aspirations, with one expert in the fieldopining for nearly 2 hoursback in 2019 about why he believed, logistically, that the Solar Roof \"rollout\" was nothing more than a charade.</p><p><blockquote>此外，FinTwit上一些更知名的特斯拉怀疑论者对该公司的太阳能屋顶愿望特别反对，该领域的一位专家在2019年花了近2个小时解释了为什么他从逻辑上相信太阳能屋顶“推出”只不过是一场哑谜。</blockquote></p><p> But now it looks as though the mainstream media is finally starting to catch on to the boondoggle, as well. Bloomberg's Dana Hullpublished a pieceon Wednesday morning aptly titled \"Tesla’s Solar Roof Rollout Is a Bust — And a Fixation for Elon Musk\". The piece notes that Musk has recently become \"intensely focused on Tesla’s&nbsp;Solar Roof\", despite it just being a small part of Tesla's business. This is because, Hull postulates that the roof is \"essential to Musk’s vision for the company to evolve from an electric-car maker to something much grander\".</p><p><blockquote>但现在看来，主流媒体也终于开始意识到这种无用的东西了。彭博社的达纳·赫尔(Dana Hull)周三上午发表了一篇文章，标题恰如其分地题为“特斯拉的太阳能屋顶推广失败了——也是Elon Musk的痴迷”。文章指出，马斯克最近“非常关注特斯拉的太阳能屋顶”，尽管这只是特斯拉业务的一小部分。这是因为，赫尔认为，车顶“对于马斯克将公司从电动汽车制造商发展成为更宏伟的公司的愿景至关重要”。</blockquote></p><p> And we all know that Elon Musk is having a tough time turning a profit, ex-ZEV credits, as an automaker.</p><p><blockquote>我们都知道，作为一家汽车制造商，埃隆·马斯克(Elon Musk)很难实现盈利（不包括ZEV积分）。</blockquote></p><p> But the program is in tatters, the piece notes, potentially due to Musk's micromanagement of it. \"Musk has fired many of the executives and directors on the program, raised prices for consumers and gotten more heavily involved in its details,\" Hull writes. She reminds the reader than when the product was first unveiled back in 2016, Tesla was trying to undertake the acquisition of Solar City, which was \"rife with conflicts\". A shareholder lawsuit alleging fraud involving the buyout remains on track to begin trial, in Delaware, on July 12. Musk is expected to testify.</p><p><blockquote>但文章指出，该计划已经支离破碎，这可能是由于马斯克对其进行微观管理。赫尔写道：“马斯克解雇了该计划的许多高管和董事，提高了消费者的价格，并更多地参与了其细节。”她提醒读者，当该产品在2016年首次推出时，特斯拉正试图收购“充满冲突”的Solar City。一项指控收购欺诈的股东诉讼仍有望于7月12日在特拉华州开始审判。预计马斯克将出庭作证。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/12f0be79f77947a27b65eed074fdce5d\" tg-width=\"500\" tg-height=\"315\"></p><p><blockquote></blockquote></p><p> “It needs to be beautiful, affordable and seamlessly integrated,” Musk said about the company's solar roof shingle back in 2016.&nbsp;“You’ll want to call your neighbors over and say, ‘check out this sweet roof.’”</p><p><blockquote>“它需要美观、经济实惠且无缝集成，”Musk在2016年谈到该公司的太阳能屋顶瓦片时说道，“你会想用看涨期权把邻居叫过来，然后说，‘看看这个可爱的屋顶。’”</blockquote></p><p> Except now it's a half decade later and the company has barely rolled out any solar roofs, struggling to hit 200 installations per week. This is despite the fact that Musk set a goal to install more than 1,000 of them a week back in 2019. It raised prices in April of this year, leading to a slew of cancellations, Hull notes.</p><p><blockquote>除了五年后的现在，该公司几乎没有推出任何太阳能屋顶，每周安装量也很难达到200个。尽管马斯克早在2019年就设定了每周安装1000多台的目标。赫尔指出，该公司在今年四月提高了价格，导致大量订单取消。</blockquote></p><p> Eric Weddle, an executive at a roofing company in the Midwest who installs Tesla's solar roofs, told Bloomberg:&nbsp;“For Tesla, there is a lot of pressure to go fast and deploy fast. They tried to build a roofing company overnight. From our perspective, it seemed like the directive was to go fast and do more installations, period. And then suddenly, out of left field, came this sudden urge to get on a path to profitability.”</p><p><blockquote>中西部一家屋顶公司负责安装特斯拉太阳能屋顶的高管Eric Weddle告诉彭博社：“对于特斯拉来说，快速部署和快速部署的压力很大。他们试图在一夜之间建立一家屋顶公司。从我们的角度来看，指令似乎是要快速部署和进行更多的安装，就这样。然后突然，从左场，突然出现了走上盈利之路的冲动。”</blockquote></p><p> Hull writes that \"The company is coming to grips with how vastly different it is to fine-tune roof projects than to fix&nbsp;issues on an automobile assembly line\" - perhaps something they should have taken into consideration before pitching the idea to its shareholders and potential future investors all the way back in 2016.</p><p><blockquote>赫尔写道，“该公司正在认识到微调屋顶项目与解决汽车装配线上的问题有多么大的不同”——也许他们在向股东和潜在的未来投资者推销这个想法之前就应该考虑到这一点。</blockquote></p><p> Musk said his team made “significant mistakes in assessing the difficulty of certain roofs,” on the company's most recent earnings call. \"Production is going fine, but we are choked at the installation point.\"</p><p><blockquote>马斯克在公司最新的财报看涨期权上表示，他的团队“在评估某些屋顶的难度时犯了重大错误”。“生产进展顺利，但在安装点我们却被卡住了。”</blockquote></p><p> Mohammed Abdalla, the CEO of Good Faith Energy, another Tesla-certified installer, said:&nbsp;“The Solar Roof is not an easy product to install, it’s not a cheap product, and it’s going to take a lot of time to dial it in and bring the cost down.”</p><p><blockquote>另一家获得特斯拉认证的安装商Good Faith Energy的首席执行官穆罕默德·阿卜杜拉(Mohammed Abdalla)表示：“太阳能屋顶不是一种容易安装的产品，也不是一种便宜的产品，而且需要花费大量时间来安装并降低成本。”</blockquote></p><p> All the while, Musk seems to be flailing about, spinning his wheels.&nbsp;Musk fired both&nbsp;RJ Johnson, the head of Tesla Energy, and&nbsp;Ryan Nungesser, the director of operations at Tesla’s factory in Buffalo, New York, on a call in mid-April of this year.</p><p><blockquote>与此同时，马斯克似乎一直在打转。马斯克在今年4月中旬的一次看涨期权中解雇了特斯拉能源公司的负责人RJ Johnson和特斯拉纽约州水牛城工厂的运营总监Ryan Nungesser。</blockquote></p><p> Weddle concluded:&nbsp;“No one seems to be worried about the future of the program. Everyone is just worried about the people connected to the program.<b>We still don’t know who’s running things, and I don’t think Tesla does either.”</b></p><p><blockquote>韦德尔总结道：“似乎没有人担心该计划的未来。每个人都只是担心与该计划相连的人。<b>我们仍然不知道谁在管理事情，我认为特斯拉也不知道。”</b></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>\"It's A Bust\": Elon Musk's Fixation With Tesla's Failed Solar Roof Rollout<blockquote>“这是一次失败”：Elon Musk对特斯拉太阳能屋顶推广失败的执着</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\">\n\"It's A Bust\": Elon Musk's Fixation With Tesla's Failed Solar Roof Rollout<blockquote>“这是一次失败”：Elon Musk对特斯拉太阳能屋顶推广失败的执着</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-06-24 20:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>We've been skeptical not only of&nbsp;<i>basically everything</i>Elon Musk has been doing over the last half-decade, but specifically about the company's plans for its solar roof tiles - which were pitched as one of the reasons to help Tesla<s>bail out</s>acquire the nearly-now-defunct Solar City, run by one of Musk's cousins, years ago.</p><p><blockquote>我们不仅怀疑<i>基本上一切</i>Elon Musk在过去五年中一直在做什么，但特别是关于该公司的太阳能屋顶瓦计划——这被认为是帮助特斯拉的原因之一<s>保释</s>几年前，收购了由马斯克的一位堂兄经营的几乎现已倒闭的太阳城。</blockquote></p><p> Additionally, some of the more well known Tesla skeptics on FinTwit have taken special exception with the company's solar roof aspirations, with one expert in the fieldopining for nearly 2 hoursback in 2019 about why he believed, logistically, that the Solar Roof \"rollout\" was nothing more than a charade.</p><p><blockquote>此外，FinTwit上一些更知名的特斯拉怀疑论者对该公司的太阳能屋顶愿望特别反对，该领域的一位专家在2019年花了近2个小时解释了为什么他从逻辑上相信太阳能屋顶“推出”只不过是一场哑谜。</blockquote></p><p> But now it looks as though the mainstream media is finally starting to catch on to the boondoggle, as well. Bloomberg's Dana Hullpublished a pieceon Wednesday morning aptly titled \"Tesla’s Solar Roof Rollout Is a Bust — And a Fixation for Elon Musk\". The piece notes that Musk has recently become \"intensely focused on Tesla’s&nbsp;Solar Roof\", despite it just being a small part of Tesla's business. This is because, Hull postulates that the roof is \"essential to Musk’s vision for the company to evolve from an electric-car maker to something much grander\".</p><p><blockquote>但现在看来，主流媒体也终于开始意识到这种无用的东西了。彭博社的达纳·赫尔(Dana Hull)周三上午发表了一篇文章，标题恰如其分地题为“特斯拉的太阳能屋顶推广失败了——也是Elon Musk的痴迷”。文章指出，马斯克最近“非常关注特斯拉的太阳能屋顶”，尽管这只是特斯拉业务的一小部分。这是因为，赫尔认为，车顶“对于马斯克将公司从电动汽车制造商发展成为更宏伟的公司的愿景至关重要”。</blockquote></p><p> And we all know that Elon Musk is having a tough time turning a profit, ex-ZEV credits, as an automaker.</p><p><blockquote>我们都知道，作为一家汽车制造商，埃隆·马斯克(Elon Musk)很难实现盈利（不包括ZEV积分）。</blockquote></p><p> But the program is in tatters, the piece notes, potentially due to Musk's micromanagement of it. \"Musk has fired many of the executives and directors on the program, raised prices for consumers and gotten more heavily involved in its details,\" Hull writes. She reminds the reader than when the product was first unveiled back in 2016, Tesla was trying to undertake the acquisition of Solar City, which was \"rife with conflicts\". A shareholder lawsuit alleging fraud involving the buyout remains on track to begin trial, in Delaware, on July 12. Musk is expected to testify.</p><p><blockquote>但文章指出，该计划已经支离破碎，这可能是由于马斯克对其进行微观管理。赫尔写道：“马斯克解雇了该计划的许多高管和董事，提高了消费者的价格，并更多地参与了其细节。”她提醒读者，当该产品在2016年首次推出时，特斯拉正试图收购“充满冲突”的Solar City。一项指控收购欺诈的股东诉讼仍有望于7月12日在特拉华州开始审判。预计马斯克将出庭作证。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/12f0be79f77947a27b65eed074fdce5d\" tg-width=\"500\" tg-height=\"315\"></p><p><blockquote></blockquote></p><p> “It needs to be beautiful, affordable and seamlessly integrated,” Musk said about the company's solar roof shingle back in 2016.&nbsp;“You’ll want to call your neighbors over and say, ‘check out this sweet roof.’”</p><p><blockquote>“它需要美观、经济实惠且无缝集成，”Musk在2016年谈到该公司的太阳能屋顶瓦片时说道，“你会想用看涨期权把邻居叫过来，然后说，‘看看这个可爱的屋顶。’”</blockquote></p><p> Except now it's a half decade later and the company has barely rolled out any solar roofs, struggling to hit 200 installations per week. This is despite the fact that Musk set a goal to install more than 1,000 of them a week back in 2019. It raised prices in April of this year, leading to a slew of cancellations, Hull notes.</p><p><blockquote>除了五年后的现在，该公司几乎没有推出任何太阳能屋顶，每周安装量也很难达到200个。尽管马斯克早在2019年就设定了每周安装1000多台的目标。赫尔指出，该公司在今年四月提高了价格，导致大量订单取消。</blockquote></p><p> Eric Weddle, an executive at a roofing company in the Midwest who installs Tesla's solar roofs, told Bloomberg:&nbsp;“For Tesla, there is a lot of pressure to go fast and deploy fast. They tried to build a roofing company overnight. From our perspective, it seemed like the directive was to go fast and do more installations, period. And then suddenly, out of left field, came this sudden urge to get on a path to profitability.”</p><p><blockquote>中西部一家屋顶公司负责安装特斯拉太阳能屋顶的高管Eric Weddle告诉彭博社：“对于特斯拉来说，快速部署和快速部署的压力很大。他们试图在一夜之间建立一家屋顶公司。从我们的角度来看，指令似乎是要快速部署和进行更多的安装，就这样。然后突然，从左场，突然出现了走上盈利之路的冲动。”</blockquote></p><p> Hull writes that \"The company is coming to grips with how vastly different it is to fine-tune roof projects than to fix&nbsp;issues on an automobile assembly line\" - perhaps something they should have taken into consideration before pitching the idea to its shareholders and potential future investors all the way back in 2016.</p><p><blockquote>赫尔写道，“该公司正在认识到微调屋顶项目与解决汽车装配线上的问题有多么大的不同”——也许他们在向股东和潜在的未来投资者推销这个想法之前就应该考虑到这一点。</blockquote></p><p> Musk said his team made “significant mistakes in assessing the difficulty of certain roofs,” on the company's most recent earnings call. \"Production is going fine, but we are choked at the installation point.\"</p><p><blockquote>马斯克在公司最新的财报看涨期权上表示，他的团队“在评估某些屋顶的难度时犯了重大错误”。“生产进展顺利，但在安装点我们却被卡住了。”</blockquote></p><p> Mohammed Abdalla, the CEO of Good Faith Energy, another Tesla-certified installer, said:&nbsp;“The Solar Roof is not an easy product to install, it’s not a cheap product, and it’s going to take a lot of time to dial it in and bring the cost down.”</p><p><blockquote>另一家获得特斯拉认证的安装商Good Faith Energy的首席执行官穆罕默德·阿卜杜拉(Mohammed Abdalla)表示：“太阳能屋顶不是一种容易安装的产品，也不是一种便宜的产品，而且需要花费大量时间来安装并降低成本。”</blockquote></p><p> All the while, Musk seems to be flailing about, spinning his wheels.&nbsp;Musk fired both&nbsp;RJ Johnson, the head of Tesla Energy, and&nbsp;Ryan Nungesser, the director of operations at Tesla’s factory in Buffalo, New York, on a call in mid-April of this year.</p><p><blockquote>与此同时，马斯克似乎一直在打转。马斯克在今年4月中旬的一次看涨期权中解雇了特斯拉能源公司的负责人RJ Johnson和特斯拉纽约州水牛城工厂的运营总监Ryan Nungesser。</blockquote></p><p> Weddle concluded:&nbsp;“No one seems to be worried about the future of the program. Everyone is just worried about the people connected to the program.<b>We still don’t know who’s running things, and I don’t think Tesla does either.”</b></p><p><blockquote>韦德尔总结道：“似乎没有人担心该计划的未来。每个人都只是担心与该计划相连的人。<b>我们仍然不知道谁在管理事情，我认为特斯拉也不知道。”</b></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/its-bust-bloomberg-calls-out-teslas-failed-solar-roof-rollout\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zerohedge.com/markets/its-bust-bloomberg-calls-out-teslas-failed-solar-roof-rollout","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198538721","content_text":"We've been skeptical not only of basically everythingElon Musk has been doing over the last half-decade, but specifically about the company's plans for its solar roof tiles - which were pitched as one of the reasons to help Teslabail outacquire the nearly-now-defunct Solar City, run by one of Musk's cousins, years ago.\nAdditionally, some of the more well known Tesla skeptics on FinTwit have taken special exception with the company's solar roof aspirations, with one expert in the fieldopining for nearly 2 hoursback in 2019 about why he believed, logistically, that the Solar Roof \"rollout\" was nothing more than a charade.\nBut now it looks as though the mainstream media is finally starting to catch on to the boondoggle, as well. Bloomberg's Dana Hullpublished a pieceon Wednesday morning aptly titled \"Tesla’s Solar Roof Rollout Is a Bust — And a Fixation for Elon Musk\". The piece notes that Musk has recently become \"intensely focused on Tesla’s Solar Roof\", despite it just being a small part of Tesla's business. This is because, Hull postulates that the roof is \"essential to Musk’s vision for the company to evolve from an electric-car maker to something much grander\".\nAnd we all know that Elon Musk is having a tough time turning a profit, ex-ZEV credits, as an automaker.\nBut the program is in tatters, the piece notes, potentially due to Musk's micromanagement of it. \"Musk has fired many of the executives and directors on the program, raised prices for consumers and gotten more heavily involved in its details,\" Hull writes. She reminds the reader than when the product was first unveiled back in 2016, Tesla was trying to undertake the acquisition of Solar City, which was \"rife with conflicts\". A shareholder lawsuit alleging fraud involving the buyout remains on track to begin trial, in Delaware, on July 12. Musk is expected to testify.\n\n“It needs to be beautiful, affordable and seamlessly integrated,” Musk said about the company's solar roof shingle back in 2016. “You’ll want to call your neighbors over and say, ‘check out this sweet roof.’”\nExcept now it's a half decade later and the company has barely rolled out any solar roofs, struggling to hit 200 installations per week. This is despite the fact that Musk set a goal to install more than 1,000 of them a week back in 2019. It raised prices in April of this year, leading to a slew of cancellations, Hull notes.\nEric Weddle, an executive at a roofing company in the Midwest who installs Tesla's solar roofs, told Bloomberg: “For Tesla, there is a lot of pressure to go fast and deploy fast. They tried to build a roofing company overnight. From our perspective, it seemed like the directive was to go fast and do more installations, period. And then suddenly, out of left field, came this sudden urge to get on a path to profitability.”\nHull writes that \"The company is coming to grips with how vastly different it is to fine-tune roof projects than to fix issues on an automobile assembly line\" - perhaps something they should have taken into consideration before pitching the idea to its shareholders and potential future investors all the way back in 2016.\nMusk said his team made “significant mistakes in assessing the difficulty of certain roofs,” on the company's most recent earnings call. \"Production is going fine, but we are choked at the installation point.\"\nMohammed Abdalla, the CEO of Good Faith Energy, another Tesla-certified installer, said: “The Solar Roof is not an easy product to install, it’s not a cheap product, and it’s going to take a lot of time to dial it in and bring the cost down.”\nAll the while, Musk seems to be flailing about, spinning his wheels. Musk fired both RJ Johnson, the head of Tesla Energy, and Ryan Nungesser, the director of operations at Tesla’s factory in Buffalo, New York, on a call in mid-April of this year.\nWeddle concluded: “No one seems to be worried about the future of the program. Everyone is just worried about the people connected to the program.We still don’t know who’s running things, and I don’t think Tesla does either.”","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126846240,"gmtCreate":1624553199880,"gmtModify":1631889063169,"author":{"id":"3582807172475126","authorId":"3582807172475126","name":"mengss7","avatar":"https://static.tigerbbs.com/15d392e843a51d62e2d6b0b30db071f3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582807172475126","authorIdStr":"3582807172475126"},"themes":[],"htmlText":"I like cathie","listText":"I like cathie","text":"I like 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