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WanEH

WanEH

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0勋章

2021-10-02

Market very volatile

抱歉，原内容已删除

2021-12-05

Please drop more

抱歉，原内容已删除

2021-10-17

Market suddenly become good?

抱歉，原内容已删除

2021-11-03

Don't prefer her pattern

抱歉，原内容已删除

2021-10-29

Will drop?

Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期，供应问题导致公司损失60亿美元</blockquote>

2021-09-17

Good

Buy Micron Before It's Too Late<blockquote>在为时已晚之前购买美光科技</blockquote>

2021-08-29

Like

This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</blockquote>

2021-12-24

Why I can't see the chart?

3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</blockquote>

2021-12-23

Drop like no tomorrow

Nio is on watch with attractive buying opportunity called out by Deutsche Bank<blockquote>德意志银行呼吁蔚来有吸引力的买入机会，受到关注</blockquote>

2021-09-02

Good news?

抱歉，原内容已删除

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10:39","market":"other","language":"zh","title":"乌克兰代表团团长：接近与俄罗斯达成协议","url":"https://stock-news.laohu8.com/highlight/detail?id=1190149369","media":"央视新闻","summary":"这一说法还没有得到俄罗斯方面的证实。","content":"<html><head></head><body><p>当地时间4月2日，俄乌谈判乌克兰代表团团长阿拉哈米亚接受媒体采访时表示，乌克兰与俄罗斯已接近达成协议，但是在克里米亚问题上仍存在分歧。</p><p>阿拉哈米亚说，谈判每天都在通过线上方式进行，一个由律师和外交官组成的工作小组正在起草最终文件。对于乌克兰在伊斯坦布尔提出的草案，俄罗斯已经口头上接受了除克里米亚问题外的条款。乌方正在等待俄方做出书面确认。</p><p>据阿拉哈米亚介绍，俄罗斯方面认为文件草案已经足够完善，工作组在为可能举行的两国总统会见准备议题。阿拉哈米亚认为乌俄两国总统的会见极有可能在土耳其伊斯坦布尔举行。</p><p>目前，这一说法还没有得到俄罗斯方面的证实。</p></body></html>","source":"YSXW","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>乌克兰代表团团长：接近与俄罗斯达成协议</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n乌克兰代表团团长：接近与俄罗斯达成协议\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-03 10:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=2210519852663142666&t=1648930670820&toc_style_id=feeds_default&share_to=copy_url&track_id=1de1c964-3a05-4bdd-80d3-ddac4bbeda5f><strong>央视新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间4月2日，俄乌谈判乌克兰代表团团长阿拉哈米亚接受媒体采访时表示，乌克兰与俄罗斯已接近达成协议，但是在克里米亚问题上仍存在分歧。阿拉哈米亚说，谈判每天都在通过线上方式进行，一个由律师和外交官组成的工作小组正在起草最终文件。对于乌克兰在伊斯坦布尔提出的草案，俄罗斯已经口头上接受了除克里米亚问题外的条款。乌方正在等待俄方做出书面确认。据阿拉哈米亚介绍，俄罗斯方面认为文件草案已经足够完善，工作组在...</p>\n\n<a href=\"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=2210519852663142666&t=1648930670820&toc_style_id=feeds_default&share_to=copy_url&track_id=1de1c964-3a05-4bdd-80d3-ddac4bbeda5f\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/70373117428ef10f8e4b40c05c047314","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=2210519852663142666&t=1648930670820&toc_style_id=feeds_default&share_to=copy_url&track_id=1de1c964-3a05-4bdd-80d3-ddac4bbeda5f","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190149369","content_text":"当地时间4月2日，俄乌谈判乌克兰代表团团长阿拉哈米亚接受媒体采访时表示，乌克兰与俄罗斯已接近达成协议，但是在克里米亚问题上仍存在分歧。阿拉哈米亚说，谈判每天都在通过线上方式进行，一个由律师和外交官组成的工作小组正在起草最终文件。对于乌克兰在伊斯坦布尔提出的草案，俄罗斯已经口头上接受了除克里米亚问题外的条款。乌方正在等待俄方做出书面确认。据阿拉哈米亚介绍，俄罗斯方面认为文件草案已经足够完善，工作组在为可能举行的两国总统会见准备议题。阿拉哈米亚认为乌俄两国总统的会见极有可能在土耳其伊斯坦布尔举行。目前，这一说法还没有得到俄罗斯方面的证实。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619382335,"gmtCreate":1649000793256,"gmtModify":1649000793662,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089383496572850","idStr":"4089383496572850"},"themes":[],"htmlText":"好文","listText":"好文","text":"好文","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619382335","repostId":"1134933195","repostType":4,"repost":{"id":"1134933195","kind":"news","pubTimestamp":1648954119,"share":"https://www.laohu8.com/m/news/1134933195?lang=zh_CN&edition=full","pubTime":"2022-04-03 10:48","market":"us","language":"zh","title":"经济日报：保障跨境监管合作安全高效","url":"https://stock-news.laohu8.com/highlight/detail?id=1134933195","media":"经济日报","summary":"市场高度关切的中概股问题，取得新进展。","content":"<html><head></head><body><p>市场高度关切的中概股问题，取得新进展。4月2日，中国证监会就《关于加强境内企业境外发行证券和上市相关保密和档案管理工作的规定》公开征求意见。《规定》旨在为市场主体加强境外上市相关保密和档案管理提供更加清晰、透明和可操作的指引，为开展跨境审计监管合作拓宽制度空间。</p><p>现行《关于加强在境外发行证券与上市相关保密和档案管理工作的规定》发布于2009年。十多年来，境外上市的法规和制度环境、市场和监管格局都发生了很大变化。此次证监会会同财政部、国家保密局、国家档案局对原规定进行修订，发出三大积极信号，值得市场关注。</p><p><b>其一，以开放合作精神推动跨境上市监管合作。</b>《规定》依据中国法律法规并参照国际惯例，明确境外监管机构在中国境内进行调查取证或开展检查的应当通过跨境监管合作机制进行，证监会或有关主管部门依据双多边合作机制提供必要的协助，修改了关于“现场检查应以我国监管机构为主进行，或者依赖我国监管机构的检查结果”的表述，为开展联合检查等形式的跨境合作提供保障。这些制度安排既符合当前跨境证券监管合作的通行做法，也为安全、高效、灵活开展跨境审计监管合作提供了制度支撑。</p><p>据介绍，证监会、财政部正在持续与美国公众公司会计监督委员会（PCAOB）进行审计监管合作磋商，总体进展顺利。《规定》从制度层面宣示了中方开放合作的立场，相信将有利于中美审计监管合作安排的最终达成和有效执行，为解决在美上市中概股监管问题迈出坚实而关键的一步。</p><p><b>其二，以清晰明确的制度支持企业落实信息管理合规义务。</b>《规定》明确企业信息安全责任，要求企业遵守国家保密和档案管理方面的法律法规，严格履行程序，避免不必要的涉密或敏感信息进入审计工作底稿，对确因审计需要进入底稿的涉密敏感信息依法依规做好全流程的记录和履行必要的程序。这体现了统筹发展和安全的要求，既要维护好企业所在地信息安全，又要适应上市地审计监管要求，为企业依法依规开展境外上市活动提供了准绳。</p><p>其实，审计工作底稿并不神秘，主要是会计师事务所验证企业收入支出等财务信息的资料，一般不会包括大量客户个人信息等企业底层数据，更不是企业“底牌”。审计与保密并不矛盾，过去个别企业的审计工作底稿包含少量涉密敏感信息，往往是执行相关法律法规不到位造成的。《规定》对企业和会计师事务所等中介机构依法依规保管和处理涉密敏感信息，作出更加细化和可执行的要求，将有助于逐步解决这些实践中的问题。《规定》重视对涉密敏感信息精准管理和避免“泛化”，支持商业信息顺畅流动，支持中介和监管机构充分履职。</p><p><b>其三，以市场化法治化作为进一步稳定市场预期。</b>《规定》是继去年底公开征求意见的《国务院关于境内企业境外发行证券和上市的管理规定》《境内企业境外发行证券和上市备案管理办法》之后，境外上市领域的又一项制度供给，将进一步提升境外上市监管的法治化水平，切实保障境外上市有规可依、有路好走。</p><p>《规定》的修订进一步表明，中国政府扩大开放的方向不会变，继续支持各类企业境外上市的态度也不会变。期待在日臻完善的制度保驾护航下，中国企业能够继续用好本土和海外两个市场实现更大发展，全球投资者能够通过投资中国企业分享更多“中国红利”。</p></body></html>","source":"lsy1597656426531","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n经济日报：保障跨境监管合作安全高效\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-03 10:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MjM5NjEyMzYxMg==&mid=2657616034&idx=1&sn=843e934b6a696d1cc4bbb7c8889723b1&chksm=bd72a6118a052f07482658d75ab467be561ee01d263d0118357160692709e86122d0d4a9fa30&mpshare=1&scene=23&srcid=0403GvkcrwTV7qjXUL7wBgR7&sharer_sharetime=1648945959770&sharer_shareid=00a55b671777cf0e253d4693000ead51%23rd><strong>经济日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场高度关切的中概股问题，取得新进展。4月2日，中国证监会就《关于加强境内企业境外发行证券和上市相关保密和档案管理工作的规定》公开征求意见。《规定》旨在为市场主体加强境外上市相关保密和档案管理提供更加清晰、透明和可操作的指引，为开展跨境审计监管合作拓宽制度空间。现行《关于加强在境外发行证券与上市相关保密和档案管理工作的规定》发布于2009年。十多年来，境外上市的法规和制度环境、市场和监管格局都发生...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5NjEyMzYxMg==&mid=2657616034&idx=1&sn=843e934b6a696d1cc4bbb7c8889723b1&chksm=bd72a6118a052f07482658d75ab467be561ee01d263d0118357160692709e86122d0d4a9fa30&mpshare=1&scene=23&srcid=0403GvkcrwTV7qjXUL7wBgR7&sharer_sharetime=1648945959770&sharer_shareid=00a55b671777cf0e253d4693000ead51%23rd\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6bfc2279cb18faa6043c05b0766942e8","relate_stocks":{"KWEB":"中国海外互联网ETF-KraneShares","CQQQ":"中国科技指数ETF-Guggenheim"},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5NjEyMzYxMg==&mid=2657616034&idx=1&sn=843e934b6a696d1cc4bbb7c8889723b1&chksm=bd72a6118a052f07482658d75ab467be561ee01d263d0118357160692709e86122d0d4a9fa30&mpshare=1&scene=23&srcid=0403GvkcrwTV7qjXUL7wBgR7&sharer_sharetime=1648945959770&sharer_shareid=00a55b671777cf0e253d4693000ead51%23rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134933195","content_text":"市场高度关切的中概股问题，取得新进展。4月2日，中国证监会就《关于加强境内企业境外发行证券和上市相关保密和档案管理工作的规定》公开征求意见。《规定》旨在为市场主体加强境外上市相关保密和档案管理提供更加清晰、透明和可操作的指引，为开展跨境审计监管合作拓宽制度空间。现行《关于加强在境外发行证券与上市相关保密和档案管理工作的规定》发布于2009年。十多年来，境外上市的法规和制度环境、市场和监管格局都发生了很大变化。此次证监会会同财政部、国家保密局、国家档案局对原规定进行修订，发出三大积极信号，值得市场关注。其一，以开放合作精神推动跨境上市监管合作。《规定》依据中国法律法规并参照国际惯例，明确境外监管机构在中国境内进行调查取证或开展检查的应当通过跨境监管合作机制进行，证监会或有关主管部门依据双多边合作机制提供必要的协助，修改了关于“现场检查应以我国监管机构为主进行，或者依赖我国监管机构的检查结果”的表述，为开展联合检查等形式的跨境合作提供保障。这些制度安排既符合当前跨境证券监管合作的通行做法，也为安全、高效、灵活开展跨境审计监管合作提供了制度支撑。据介绍，证监会、财政部正在持续与美国公众公司会计监督委员会（PCAOB）进行审计监管合作磋商，总体进展顺利。《规定》从制度层面宣示了中方开放合作的立场，相信将有利于中美审计监管合作安排的最终达成和有效执行，为解决在美上市中概股监管问题迈出坚实而关键的一步。其二，以清晰明确的制度支持企业落实信息管理合规义务。《规定》明确企业信息安全责任，要求企业遵守国家保密和档案管理方面的法律法规，严格履行程序，避免不必要的涉密或敏感信息进入审计工作底稿，对确因审计需要进入底稿的涉密敏感信息依法依规做好全流程的记录和履行必要的程序。这体现了统筹发展和安全的要求，既要维护好企业所在地信息安全，又要适应上市地审计监管要求，为企业依法依规开展境外上市活动提供了准绳。其实，审计工作底稿并不神秘，主要是会计师事务所验证企业收入支出等财务信息的资料，一般不会包括大量客户个人信息等企业底层数据，更不是企业“底牌”。审计与保密并不矛盾，过去个别企业的审计工作底稿包含少量涉密敏感信息，往往是执行相关法律法规不到位造成的。《规定》对企业和会计师事务所等中介机构依法依规保管和处理涉密敏感信息，作出更加细化和可执行的要求，将有助于逐步解决这些实践中的问题。《规定》重视对涉密敏感信息精准管理和避免“泛化”，支持商业信息顺畅流动，支持中介和监管机构充分履职。其三，以市场化法治化作为进一步稳定市场预期。《规定》是继去年底公开征求意见的《国务院关于境内企业境外发行证券和上市的管理规定》《境内企业境外发行证券和上市备案管理办法》之后，境外上市领域的又一项制度供给，将进一步提升境外上市监管的法治化水平，切实保障境外上市有规可依、有路好走。《规定》的修订进一步表明，中国政府扩大开放的方向不会变，继续支持各类企业境外上市的态度也不会变。期待在日臻完善的制度保驾护航下，中国企业能够继续用好本土和海外两个市场实现更大发展，全球投资者能够通过投资中国企业分享更多“中国红利”。","news_type":1,"symbols_score_info":{"KWEB":0.9,"CQQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":2524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635575176,"gmtCreate":1647159795991,"gmtModify":1647159796366,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089383496572850","idStr":"4089383496572850"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635575176","repostId":"2218944245","repostType":4,"isVote":1,"tweetType":1,"viewCount":2749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635881573,"gmtCreate":1646926238413,"gmtModify":1646926238869,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089383496572850","idStr":"4089383496572850"},"themes":[],"htmlText":"好文分享","listText":"好文分享","text":"好文分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635881573","repostId":"635978053","repostType":1,"repost":{"id":635978053,"gmtCreate":1646816801256,"gmtModify":1646838980226,"author":{"id":"3582524673862453","authorId":"3582524673862453","name":"库巴财经","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582524673862453","idStr":"3582524673862453"},"themes":[],"title":"暴跌之后，最容易出现10倍股的地方，是这三个领域！","htmlText":"暴跌之后最容易出现10倍股的领域，既不是受战争影响频频创新高的黄金，也不是冲破130美金的石油，而是这三种重要的战略贵金属。尤其是最后一种，尝尝被大家忽略，但极有可能诞生出下一个10倍股。到底是哪三种呢？废话不多说，上干货。第一种，金属镍，全球四分之一的镍矿大多都是在俄罗斯，作为高镍电池的原材料，镍矿已经成为继锂矿之后又一个爆发的品种，如果的俄罗斯的镍矿出口被遏制，那全球的镍库存将迎来一波短缺潮，A股中拥有镍资源的公司包括了青岛中程，盛达资源等。第二种，金属铝，俄罗斯铝土矿储存超过了4亿吨，因为边缘争端的升级，目前已经有85万吨的电解铝产能受到了影响，一旦美国再度实施制裁，金属铝将面临着极大的短缺，A股中相关的铝企业有云铝股份，中国铝业等。第三种，金属钯，世界上最稀有的贵金属之一，世界上只有俄罗斯和南非等少数国家出产，全球45.6%的钯金全都是靠俄罗斯供应，年产量还不到黄金的8%，而钯金正巧是半导体供应中关键的原材料，在全球缺芯的背影下，对钯金的需求极有可能达到前所未有的高度，而A股中正宗的钯金公司仅有一家，它就是西部材料。该公司近期不仅被机构扎堆买入，还被外资和社保基金扫货了1.7亿股，股价也是频频出现异动，它会成为下一个10倍股吗？<a target=\"_blank\" href=\"https://laohu8.com/S/300208\">$青岛中程(300208)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/000807\">$云铝股份(000807)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/002149\">$西部材料(002149)$</a>&nbsp;","listText":"暴跌之后最容易出现10倍股的领域，既不是受战争影响频频创新高的黄金，也不是冲破130美金的石油，而是这三种重要的战略贵金属。尤其是最后一种，尝尝被大家忽略，但极有可能诞生出下一个10倍股。到底是哪三种呢？废话不多说，上干货。第一种，金属镍，全球四分之一的镍矿大多都是在俄罗斯，作为高镍电池的原材料，镍矿已经成为继锂矿之后又一个爆发的品种，如果的俄罗斯的镍矿出口被遏制，那全球的镍库存将迎来一波短缺潮，A股中拥有镍资源的公司包括了青岛中程，盛达资源等。第二种，金属铝，俄罗斯铝土矿储存超过了4亿吨，因为边缘争端的升级，目前已经有85万吨的电解铝产能受到了影响，一旦美国再度实施制裁，金属铝将面临着极大的短缺，A股中相关的铝企业有云铝股份，中国铝业等。第三种，金属钯，世界上最稀有的贵金属之一，世界上只有俄罗斯和南非等少数国家出产，全球45.6%的钯金全都是靠俄罗斯供应，年产量还不到黄金的8%，而钯金正巧是半导体供应中关键的原材料，在全球缺芯的背影下，对钯金的需求极有可能达到前所未有的高度，而A股中正宗的钯金公司仅有一家，它就是西部材料。该公司近期不仅被机构扎堆买入，还被外资和社保基金扫货了1.7亿股，股价也是频频出现异动，它会成为下一个10倍股吗？<a target=\"_blank\" href=\"https://laohu8.com/S/300208\">$青岛中程(300208)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/000807\">$云铝股份(000807)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/002149\">$西部材料(002149)$</a>&nbsp;","text":"暴跌之后最容易出现10倍股的领域，既不是受战争影响频频创新高的黄金，也不是冲破130美金的石油，而是这三种重要的战略贵金属。尤其是最后一种，尝尝被大家忽略，但极有可能诞生出下一个10倍股。到底是哪三种呢？废话不多说，上干货。第一种，金属镍，全球四分之一的镍矿大多都是在俄罗斯，作为高镍电池的原材料，镍矿已经成为继锂矿之后又一个爆发的品种，如果的俄罗斯的镍矿出口被遏制，那全球的镍库存将迎来一波短缺潮，A股中拥有镍资源的公司包括了青岛中程，盛达资源等。第二种，金属铝，俄罗斯铝土矿储存超过了4亿吨，因为边缘争端的升级，目前已经有85万吨的电解铝产能受到了影响，一旦美国再度实施制裁，金属铝将面临着极大的短缺，A股中相关的铝企业有云铝股份，中国铝业等。第三种，金属钯，世界上最稀有的贵金属之一，世界上只有俄罗斯和南非等少数国家出产，全球45.6%的钯金全都是靠俄罗斯供应，年产量还不到黄金的8%，而钯金正巧是半导体供应中关键的原材料，在全球缺芯的背影下，对钯金的需求极有可能达到前所未有的高度，而A股中正宗的钯金公司仅有一家，它就是西部材料。该公司近期不仅被机构扎堆买入，还被外资和社保基金扫货了1.7亿股，股价也是频频出现异动，它会成为下一个10倍股吗？$青岛中程(300208)$ $云铝股份(000807)$ $西部材料(002149)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635978053","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632923294,"gmtCreate":1646207340558,"gmtModify":1646207340855,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089383496572850","idStr":"4089383496572850"},"themes":[],"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632923294","repostId":"1178202249","repostType":4,"repost":{"id":"1178202249","kind":"news","pubTimestamp":1646191263,"share":"https://www.laohu8.com/m/news/1178202249?lang=zh_CN&edition=full","pubTime":"2022-03-02 11:21","market":"other","language":"zh","title":"韩国散户“中毒”背后，多少人看到了自己的影子","url":"https://stock-news.laohu8.com/highlight/detail?id=1178202249","media":"格隆汇","summary":"前车之鉴，后车之师。","content":"<html><head></head><body><p>自疫情爆发之初，韩国触底后迅速反弹，并持续走高，眼热的民众纷纷涌入市场。</p><p>同时，由于韩国允许一人多户，到今年2月，韩国股市活跃的账户已经超过6000万个，约为全国人口的1.16倍。</p><p>毕竟，与高涨的股票对比，韩国的工资水平却停滞不前，失业率居高不下。加之愈发严重的通胀，股市成为大部分年轻人快速积累财富的主要寄托。</p><p><img src=\"https://static.tigerbbs.com/0ba395a845adef322273d5fb509f603e\" tg-width=\"864\" tg-height=\"545\" referrerpolicy=\"no-referrer\"/></p><p>糟糕的就业环境，使得大学生们不得不加入炒股行列，希望凭此获得收入。许多人甚至出现厌学情绪，为赚取本金去打工的越来越多。</p><p>上班族也无心工作，有的拿出七八成薪水投进股市，借贷投资的，更不在少数。</p><p>直到因为投资股票，导致工作频频出错，与周围的人关系不和后，人们才意识到问题的严重性，甚至不得不去求医问诊。</p><p>当地媒体，把这些症状形容为“股票中毒”。</p><p>韩国赌博问题管理中心透露，去年共接到“股票中毒”相关咨询案件超过1600件，比疫情前的2019年增加近2倍。</p><p>症状多以沉迷短线操作、不看行情就出现不安等等。</p><p>以上这些，看起来有些好笑，我们平时调侃A股股民时，也常常看到类似的段子。</p><p>但细看背后种种，并不好笑。</p><p><b>01艰难反抗</b></p><p>首尔的马坡大桥，又称“死亡之桥”，韩国最臭名昭著的自杀地点，有超过800人从这里跳河自杀。</p><p><img src=\"https://static.tigerbbs.com/325d4a6c3066a1934826ab47c6faa228\" tg-width=\"655\" tg-height=\"323\" referrerpolicy=\"no-referrer\"/></p><p>他们为何轻生？</p><p><b>因为沉重的债务。</b></p><p>隐形的债务如跗骨之蛆，挥之不去，如影随形，慢慢吞噬他们的精神和自我。</p><p>著名杂志《外交政策》曾发表过一篇文章，题目是“韩国不再是年轻人的国家”，副标题是“《鱿鱼游戏》描绘了一幅绝望的风景”。</p><p>《鱿鱼游戏》是韩国继奥斯卡最佳影片《寄生虫》后，又一部蜚声海外的作品，可没有人为此而高兴。</p><p>因为在这部剧中，每个韩国人似乎都看到了自己的影子。</p><p><img src=\"https://static.tigerbbs.com/ddd92497afdce90e21d2f9b9a1c2cc23\" tg-width=\"1078\" tg-height=\"504\" referrerpolicy=\"no-referrer\"/></p><p><b>在国际经济体系中，韩国被称为“金丝雀”，美丽又脆弱。</b></p><p>全球经济的任何动荡，这里都会迅速作出反应。</p><p>美国大放水，身为小弟的韩国，自然紧随其后。自欧债危机起，2016年，韩国央行就把基准利率从3.25%降到1.25%；到2020年，更是降低到0.5%。</p><p><b>股市和楼市节节攀升，一个又一个资本泡沫被制造出来。</b></p><p>比如，2017年，首尔公寓的均价还是6.06亿韩元，但到了2021年，已经超过12亿韩元，涨幅过半。</p><p>而且上涨的趋势，根本看不出会有所缓和。</p><p><img src=\"https://static.tigerbbs.com/8bcee64889a8491e7af30d2200e79d19\" tg-width=\"855\" tg-height=\"564\" referrerpolicy=\"no-referrer\"/></p><p>尽管文在寅政府一直在努力抑制房价，陆续推出28项调控措施，意图通过税金来控制房价。</p><p>然而，韩国是私有土地制，大部分土地都在财阀手中，前5%的有钱人掌握着全国83%的房产，用赚取的租金和利息极低的贷款，再去买更多房产。</p><p>进一步推动房价上涨。</p><p>即便加息，这种情况也很难好转。</p><p>因为政府早已负债累累，没有能力，更没有财力与财阀讨价还价，拿回土地。</p><p><img src=\"https://static.tigerbbs.com/a32d5f1c3c7c1924fb0d6f46e910d5e4\" tg-width=\"855\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/></p><p>政府的一系列举措，非但没有实现“创造一个更加公平的社会环境”的承诺反而让那些耗尽毕生积蓄并借贷大量钱财买房的人，还要继续支付高昂的税金，从而背负更多债务。</p><p>贫富差距进一步拉大。</p><p>到现在，这列脱轨的列车，凭人力已经很难制止。</p><p>韩国是亚洲第四大经济体，仅次于中国、日本、印度。看似辉煌，但其国内家庭债务与GDP之比，同样冠绝亚洲。</p><p>据韩国央行统计，到去年底，韩国家庭欠银行与其他金融机构共1862.1万亿韩元，创历史新高，比2020年上涨10.3%。</p><p>与收入相比，债务的增长速度要快得多。</p><p>也许很多人都知道，韩国民间广泛流传着“汤匙阶级论”。这套理论的背后，是严重的阶级固化现状。</p><p>并且，未来似乎更加灰暗。</p><p><img src=\"https://static.tigerbbs.com/67beb185918353122e0a0fec38795b7e\" tg-width=\"511\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p>根据韩国开发研究院的调研，近十年社会中上流、中产、贫穷三层阶级的对比，中产不断减少，贫困人群持续扩大。</p><p>而想要让自己或者子女的阶级上升，在读书、就业上获得更多机会，在首尔买房是首选。但对大多数人来说，这个梦想，渐渐成为幻想。</p><p>朴槿惠在任时期，普通韩国家庭平均攒够11年钱就可以在首尔买房，但随着最近几年房价和税金的螺旋上升，这个时间周期延长到了14年。</p><p>《鱿鱼游戏》里，所有参赛者都拿命在赌，希冀自己能成为最终的哪个幸运儿。</p><p><b>现实中也一样，残酷的“汤匙阶级论”，让所有处在底层的人窒息。</b></p><p>这也是为什么，韩国年轻人们如此醉心于投资数字货币和股票。只有这样，他们才有概率实现财富飞跃，才可能买得起房，才能摆脱“土汤匙”阶层。</p><p>虽然这个概率很小，但总归有些许希望。</p><p>对长期饥饿的人来说，乌托邦是一个遍地美食的地方。生活的意义就是填饱肚子，哲学、爱、自由，此刻都是无用的奢侈品。</p><p><b>02靠赌翻盘</b></p><p>前几年，国内P2P盛行，年轻人之间超前消费的趋势直线上升。更有不少没有收入的大学生，被诱惑借贷，引发一桩桩悲剧。</p><p>他们借钱干什么？或是旅行，或是购物，基本逃不过吃喝玩乐。</p><p>韩国年轻人的贷款之风，比之更甚。但他们之中的许多人，并不是要拿这笔钱去享乐。</p><p><img src=\"https://static.tigerbbs.com/574c65468395ab1f27105129914b80ae\" tg-width=\"858\" tg-height=\"519\" referrerpolicy=\"no-referrer\"/></p><p>韩国人是发达国家组成的经合组织中，受教育程度最高的群体，有四分之三人在高中毕业后继续上大学。</p><p>但在去年上半年，韩国20-29岁的失业率高达25.4%，超过四分之一，这是有史以来的最差水平。</p><p>一方面，韩国有400多万65岁以上的老人还在打拼，另一方面，还有300多万青年处于长期失业状态，在家中啃老。</p><p>这是全世界内卷最严重的国家。</p><p><b>当一个人，不可能考上名校，不可能进入名企，不可能靠微薄的薪水翻身。这个时候，他只有选择赌。</b></p><p><b>炒房无疑是最好的途径。</b>目前，靠着低利率，韩国年轻人中贷款购买公寓的比例，已经创纪录达到42%。</p><p>但炒房毕竟需要大量原始资金，并不是所有人都能负担得起。</p><p>再加上，政府不断提高税金限制炒房，大部分人一夜暴富的梦想，几乎都成为泡影。</p><p>那就只能找其他路子。</p><p>疫情期间，大量韩国新手投资者，用从礼物、玩具交易和自动贩卖机中获得的资金，开始追求蓝筹股的“价值投资”，引领散户投资迅速增长。</p><p>尤其是在全球大放水的背景下，韩国央行也大大调低了贷款利率，这更加剧了年轻人的借贷投资心理。</p><p>用自己微博的积蓄，用父母的积蓄，还不够，就去借贷。</p><p>据调查，在20-30岁的年轻人中，有80%涉及股票、基金、加密货币相关投资。</p><p>今天，年轻的散户投资者，已经占韩国股票交易总额的三分之二以上。而在2019年，这一比例还不到50%。</p><p>与此同时，2021年上半年，因为很容易就能获得低息贷款额度，从10多岁的小孩，到30多岁的大龄青年，韩国年轻人共从证券公司借走38万亿韩元，用于股票投资。</p><p>2020年，韩国20-30岁年轻人的总债务为8万亿韩元，抵押贷款在一年内从28亿美元飙升至160亿美元，部分人的债务总额占年收入的270%。</p><p><b>而在年轻人的失业率已经超过四分之一的环境下，2021年的债务数据，只会更糟糕。</b></p><p>面对难以偿还的债务，大部分无法通过正常途径贷款的人（失业者、学生），只能求助高利贷。</p><p>这背后，隐藏着多少悲惨故事，不难想象。</p><p>与资本相对雄厚的中老年人比，年轻人投资者的生活，更容易受到资本市场波动的影响。</p><p>他们已经因为投资，背负了太多债务。现在韩国股市看似还算繁荣，但因为各种宏观因素，已经不复过去两年的大好势头。</p><p>一旦出现颓势，导致债务无法还上，后果是灾难性的。</p><p><b>这个不是未来，而是正在发生的事情。</b></p><p>如今，韩国的年轻人，已是破产人数增长最快的人群。</p><p><img src=\"https://static.tigerbbs.com/3fb9e06fbe1e1915d6c2612934bbe0de\" tg-width=\"858\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/></p><p>韩国国内，曾把80、90后成为“MZ世代”，意为在经济高速发展时代中，最有消费实力的群体。</p><p>这批人自己却不这么想，自嘲为“三抛世代”：放弃恋爱、结婚、生育。</p><p>甚至到现在，还出现了“N抛世代”一说：除了生命，一切都能抛弃。</p><p>包括尊严。</p><p>如果肩负未来的年轻人，真的都变成这副模样，这个国家的未来可想而知。</p><p><b>03尾声</b></p><p>前车之鉴，后车之师。</p><p>韩国发生的种种，对我们也是一种警示。</p><p><b>A股股民已经有2亿，是韩国的四倍以上，“中毒”者应该也不在少数。</b></p><p>其中，倾家荡产，甚至妻离子散，乃至丢了小命者，并不是没有。</p><p>并不是股市本身有多大吸引力，而是人性使然。上班赚一万，与炒股赚一万，感受完全不同。</p><p>但是，几乎没有人能一直赚钱，不要幻想自己是二八原则中的“二”，更不要想单靠炒股发家致富，成功的几率几乎是0。</p><p>世上没有免费的午餐，这句话不是凭空而来的。</p><p>巴菲特曾经说：大多数人在别人也感兴趣的时候买入股票，实际上最好的买入时机是别人不感兴趣的时候，买热门股不会有好成绩的。</p><p>当然，也不是让你买超级冷门股，A股市场永远是具备前瞻性眼光的人才能把握先机。</p><p>股市就是这样一个地方，确实有人在里面实现了财富自由，但以这个作为目标的人，却往往无法到达终点。</p><p>这地方美极了，似仙也是仙，似魔也是魔，似天堂也是天堂，似地狱也是地狱。</p><p>变幻无常。</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n韩国散户“中毒”背后，多少人看到了自己的影子\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-02 11:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/512433><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自疫情爆发之初，韩国触底后迅速反弹，并持续走高，眼热的民众纷纷涌入市场。同时，由于韩国允许一人多户，到今年2月，韩国股市活跃的账户已经超过6000万个，约为全国人口的1.16倍。毕竟，与高涨的股票对比，韩国的工资水平却停滞不前，失业率居高不下。加之愈发严重的通胀，股市成为大部分年轻人快速积累财富的主要寄托。糟糕的就业环境，使得大学生们不得不加入炒股行列，希望凭此获得收入。许多人甚至出现厌学情绪，为...</p>\n\n<a href=\"https://www.gelonghui.com/p/512433\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dd47d3f5a755f4c502f92271d7fbbabd","relate_stocks":{"EWY":"韩国ETF-iShares MSCI"},"source_url":"https://www.gelonghui.com/p/512433","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1178202249","content_text":"自疫情爆发之初，韩国触底后迅速反弹，并持续走高，眼热的民众纷纷涌入市场。同时，由于韩国允许一人多户，到今年2月，韩国股市活跃的账户已经超过6000万个，约为全国人口的1.16倍。毕竟，与高涨的股票对比，韩国的工资水平却停滞不前，失业率居高不下。加之愈发严重的通胀，股市成为大部分年轻人快速积累财富的主要寄托。糟糕的就业环境，使得大学生们不得不加入炒股行列，希望凭此获得收入。许多人甚至出现厌学情绪，为赚取本金去打工的越来越多。上班族也无心工作，有的拿出七八成薪水投进股市，借贷投资的，更不在少数。直到因为投资股票，导致工作频频出错，与周围的人关系不和后，人们才意识到问题的严重性，甚至不得不去求医问诊。当地媒体，把这些症状形容为“股票中毒”。韩国赌博问题管理中心透露，去年共接到“股票中毒”相关咨询案件超过1600件，比疫情前的2019年增加近2倍。症状多以沉迷短线操作、不看行情就出现不安等等。以上这些，看起来有些好笑，我们平时调侃A股股民时，也常常看到类似的段子。但细看背后种种，并不好笑。01艰难反抗首尔的马坡大桥，又称“死亡之桥”，韩国最臭名昭著的自杀地点，有超过800人从这里跳河自杀。他们为何轻生？因为沉重的债务。隐形的债务如跗骨之蛆，挥之不去，如影随形，慢慢吞噬他们的精神和自我。著名杂志《外交政策》曾发表过一篇文章，题目是“韩国不再是年轻人的国家”，副标题是“《鱿鱼游戏》描绘了一幅绝望的风景”。《鱿鱼游戏》是韩国继奥斯卡最佳影片《寄生虫》后，又一部蜚声海外的作品，可没有人为此而高兴。因为在这部剧中，每个韩国人似乎都看到了自己的影子。在国际经济体系中，韩国被称为“金丝雀”，美丽又脆弱。全球经济的任何动荡，这里都会迅速作出反应。美国大放水，身为小弟的韩国，自然紧随其后。自欧债危机起，2016年，韩国央行就把基准利率从3.25%降到1.25%；到2020年，更是降低到0.5%。股市和楼市节节攀升，一个又一个资本泡沫被制造出来。比如，2017年，首尔公寓的均价还是6.06亿韩元，但到了2021年，已经超过12亿韩元，涨幅过半。而且上涨的趋势，根本看不出会有所缓和。尽管文在寅政府一直在努力抑制房价，陆续推出28项调控措施，意图通过税金来控制房价。然而，韩国是私有土地制，大部分土地都在财阀手中，前5%的有钱人掌握着全国83%的房产，用赚取的租金和利息极低的贷款，再去买更多房产。进一步推动房价上涨。即便加息，这种情况也很难好转。因为政府早已负债累累，没有能力，更没有财力与财阀讨价还价，拿回土地。政府的一系列举措，非但没有实现“创造一个更加公平的社会环境”的承诺反而让那些耗尽毕生积蓄并借贷大量钱财买房的人，还要继续支付高昂的税金，从而背负更多债务。贫富差距进一步拉大。到现在，这列脱轨的列车，凭人力已经很难制止。韩国是亚洲第四大经济体，仅次于中国、日本、印度。看似辉煌，但其国内家庭债务与GDP之比，同样冠绝亚洲。据韩国央行统计，到去年底，韩国家庭欠银行与其他金融机构共1862.1万亿韩元，创历史新高，比2020年上涨10.3%。与收入相比，债务的增长速度要快得多。也许很多人都知道，韩国民间广泛流传着“汤匙阶级论”。这套理论的背后，是严重的阶级固化现状。并且，未来似乎更加灰暗。根据韩国开发研究院的调研，近十年社会中上流、中产、贫穷三层阶级的对比，中产不断减少，贫困人群持续扩大。而想要让自己或者子女的阶级上升，在读书、就业上获得更多机会，在首尔买房是首选。但对大多数人来说，这个梦想，渐渐成为幻想。朴槿惠在任时期，普通韩国家庭平均攒够11年钱就可以在首尔买房，但随着最近几年房价和税金的螺旋上升，这个时间周期延长到了14年。《鱿鱼游戏》里，所有参赛者都拿命在赌，希冀自己能成为最终的哪个幸运儿。现实中也一样，残酷的“汤匙阶级论”，让所有处在底层的人窒息。这也是为什么，韩国年轻人们如此醉心于投资数字货币和股票。只有这样，他们才有概率实现财富飞跃，才可能买得起房，才能摆脱“土汤匙”阶层。虽然这个概率很小，但总归有些许希望。对长期饥饿的人来说，乌托邦是一个遍地美食的地方。生活的意义就是填饱肚子，哲学、爱、自由，此刻都是无用的奢侈品。02靠赌翻盘前几年，国内P2P盛行，年轻人之间超前消费的趋势直线上升。更有不少没有收入的大学生，被诱惑借贷，引发一桩桩悲剧。他们借钱干什么？或是旅行，或是购物，基本逃不过吃喝玩乐。韩国年轻人的贷款之风，比之更甚。但他们之中的许多人，并不是要拿这笔钱去享乐。韩国人是发达国家组成的经合组织中，受教育程度最高的群体，有四分之三人在高中毕业后继续上大学。但在去年上半年，韩国20-29岁的失业率高达25.4%，超过四分之一，这是有史以来的最差水平。一方面，韩国有400多万65岁以上的老人还在打拼，另一方面，还有300多万青年处于长期失业状态，在家中啃老。这是全世界内卷最严重的国家。当一个人，不可能考上名校，不可能进入名企，不可能靠微薄的薪水翻身。这个时候，他只有选择赌。炒房无疑是最好的途径。目前，靠着低利率，韩国年轻人中贷款购买公寓的比例，已经创纪录达到42%。但炒房毕竟需要大量原始资金，并不是所有人都能负担得起。再加上，政府不断提高税金限制炒房，大部分人一夜暴富的梦想，几乎都成为泡影。那就只能找其他路子。疫情期间，大量韩国新手投资者，用从礼物、玩具交易和自动贩卖机中获得的资金，开始追求蓝筹股的“价值投资”，引领散户投资迅速增长。尤其是在全球大放水的背景下，韩国央行也大大调低了贷款利率，这更加剧了年轻人的借贷投资心理。用自己微博的积蓄，用父母的积蓄，还不够，就去借贷。据调查，在20-30岁的年轻人中，有80%涉及股票、基金、加密货币相关投资。今天，年轻的散户投资者，已经占韩国股票交易总额的三分之二以上。而在2019年，这一比例还不到50%。与此同时，2021年上半年，因为很容易就能获得低息贷款额度，从10多岁的小孩，到30多岁的大龄青年，韩国年轻人共从证券公司借走38万亿韩元，用于股票投资。2020年，韩国20-30岁年轻人的总债务为8万亿韩元，抵押贷款在一年内从28亿美元飙升至160亿美元，部分人的债务总额占年收入的270%。而在年轻人的失业率已经超过四分之一的环境下，2021年的债务数据，只会更糟糕。面对难以偿还的债务，大部分无法通过正常途径贷款的人（失业者、学生），只能求助高利贷。这背后，隐藏着多少悲惨故事，不难想象。与资本相对雄厚的中老年人比，年轻人投资者的生活，更容易受到资本市场波动的影响。他们已经因为投资，背负了太多债务。现在韩国股市看似还算繁荣，但因为各种宏观因素，已经不复过去两年的大好势头。一旦出现颓势，导致债务无法还上，后果是灾难性的。这个不是未来，而是正在发生的事情。如今，韩国的年轻人，已是破产人数增长最快的人群。韩国国内，曾把80、90后成为“MZ世代”，意为在经济高速发展时代中，最有消费实力的群体。这批人自己却不这么想，自嘲为“三抛世代”：放弃恋爱、结婚、生育。甚至到现在，还出现了“N抛世代”一说：除了生命，一切都能抛弃。包括尊严。如果肩负未来的年轻人，真的都变成这副模样，这个国家的未来可想而知。03尾声前车之鉴，后车之师。韩国发生的种种，对我们也是一种警示。A股股民已经有2亿，是韩国的四倍以上，“中毒”者应该也不在少数。其中，倾家荡产，甚至妻离子散，乃至丢了小命者，并不是没有。并不是股市本身有多大吸引力，而是人性使然。上班赚一万，与炒股赚一万，感受完全不同。但是，几乎没有人能一直赚钱，不要幻想自己是二八原则中的“二”，更不要想单靠炒股发家致富，成功的几率几乎是0。世上没有免费的午餐，这句话不是凭空而来的。巴菲特曾经说：大多数人在别人也感兴趣的时候买入股票，实际上最好的买入时机是别人不感兴趣的时候，买热门股不会有好成绩的。当然，也不是让你买超级冷门股，A股市场永远是具备前瞻性眼光的人才能把握先机。股市就是这样一个地方，确实有人在里面实现了财富自由，但以这个作为目标的人，却往往无法到达终点。这地方美极了，似仙也是仙，似魔也是魔，似天堂也是天堂，似地狱也是地狱。变幻无常。","news_type":1,"symbols_score_info":{"EWY":0.9}},"isVote":1,"tweetType":1,"viewCount":1105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631108503,"gmtCreate":1644507175516,"gmtModify":1644507175807,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089383496572850","idStr":"4089383496572850"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631108503","repostId":"2210593296","repostType":4,"isVote":1,"tweetType":1,"viewCount":1157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633726472,"gmtCreate":1644335003015,"gmtModify":1644335003325,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089383496572850","idStr":"4089383496572850"},"themes":[],"htmlText":"会不会跌呢？","listText":"会不会跌呢？","text":"会不会跌呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633726472","repostId":"2209451307","repostType":4,"repost":{"id":"2209451307","kind":"highlight","pubTimestamp":1644311979,"share":"https://www.laohu8.com/m/news/2209451307?lang=zh_CN&edition=full","pubTime":"2022-02-08 17:19","market":"us","language":"zh","title":"美银“惊人”预计：美联储今年加息七次","url":"https://stock-news.laohu8.com/highlight/detail?id=2209451307","media":"华尔街见闻","summary":"薪资上涨对工人来说是个好消息，但于美联储而言却是坏消息。如果工资增长过快，预计将推动美联储以更快的速度加息。上周五，美国劳工部公布的数据显示，1月份平均时薪环比增长0.7%，过去12个月的增幅为5.7","content":"<html><head></head><body><p>薪资上涨对工人来说是个好消息，但于美联储而言却是坏消息。如果工资增长过快，预计将推动美联储以更快的速度加息。</p><p>上周五，美国劳工部公布的数据显示，1月份平均时薪环比增长0.7%，<b>过去12个月的增幅为5.7%，这是自2007年3月以来增速最快的一次</b>（疫情初期的两个月除外）。</p><p>人们越来越多地认为，美联储在政策方面落后于通胀增速，目前美国通胀率正以近40年来最快的速度增长。</p><p>周一，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>全球经济研究部主管Ethan Harris在与CNBC的电话会议中表示：</p><blockquote>如果我是美联储主席，我会更加担心推动工资上涨的因素不仅仅是例外情况，并在秋天早些时候提高利率。</blockquote><blockquote><b>当存在广泛的物价上涨，并开始影响到工资，通胀螺旋风险加大，政策措施就落后于通胀曲线，美联储需要开始行动。</b></blockquote><p>Harris对美联储发出了今年以来最激进的呼吁，美银最新报告指出，<b>2022年将有七次加息，每次加息25个基点，明年还会有四次加息。</b></p><p><img src=\"https://static.tigerbbs.com/4d71f78fb385b6a8eb76748da269eed9\" tg-width=\"784\" tg-height=\"179\" referrerpolicy=\"no-referrer\"/></p><p>对此，Harris指出，尽管目前市场观点认为这种情况的可能性只有18%，但他依然支持这个观点，<b>主要原因在于：</b>美国经济复苏不仅达到了美联储的目标，甚至还超过了停止线(the stop signs)。</p><p>几乎所有收入阶层的工资都在飙升</p><p>Harris在电话会议中提及美联储2020年9月批准的货币政策新方法。美联储表示，在灵活的平均通胀目标下，为了实现充分就业，允许通胀率高于2%的目标。</p><p>但随着通胀率增长到7%左右，劳动力市场越来越紧张，美联储现在加速“追赶”，改变货币政策进而应对严峻的通胀形势。</p><p><b>Harris指出，几乎所有收入阶层的工资都在飙升。</b></p><p><img src=\"https://static.tigerbbs.com/22b81b83224ba1b963bcd13331680628\" tg-width=\"594\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p><b>受疫情影响最严重的休闲和酒店行业工资增幅最大，</b>在过去一年的上涨了13%。金融行业的工资上涨了4.8%，而零售行业的工资更是上涨了7.1%。</p><p>此前见闻文章提及，加薪“全面开花”，除了中低阶层工人提高了工资，华尔街金融机构也“你追我赶”地增加员工薪资，拜登上个月还发布了上调联邦雇员的最低工资至15美元的行政命令。</p><p>工资飙升是“大辞职潮”的一部分</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>将工资飙升这一趋势视为“大辞职潮”的一部分，“大辞职潮”是指2021年以来，美国离职人数陡增，离职率处于近20年来最高水平。根据美国劳工部数据，2021年全年美国劳动力更换或离职次数为4740万人次。</p><p><img src=\"https://static.tigerbbs.com/5f2ef87143df605f0b95c38ef19600a0\" tg-width=\"387\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>高盛经济学家Joseph Briggs和David Mericle在一份报告中指出，“大辞职潮”包括两个截然不同但相互关联的趋势：<b>数百万工人离开了劳动力大军，还有数百万人为了更好、更高收入的就业机会而辞职。这些趋势已将工资涨幅推至一个越来越令人担忧的水平，即工资通胀螺旋上升。</b></p><p>高盛数据显示，今年美国工资增长将会放缓，但只是小幅放缓，到今年预计会达到5%左右。<b>值得一提的是，高盛预计，2022年将有四次加息。</b></p><p>高盛经济学家指出，劳动力成本的增长速度快于2%的通胀目标，这可能会使通胀继续走高，美联储将采取更激进的应对措施。</p><p>加息50个基点“合理”，但与鲍威尔“谦逊”态度不一致</p><p>市场一直在缓慢地加码美联储加息，预计今年将有五次加息，但仍有可能加息更多次，而且速度更快。尽管交易员普遍预计美联储将在3月份加息25个基点，但也不排除美联储3月选择一次性大幅加息50个基点<b>，目前加息50个基点的可能性已升至近30%。</b></p><p><b>Harris表示：</b></p><blockquote>加息50个基点将是&#34;一件合理的事情&#34;，但这与美联储主席鲍威尔在1月FOMC会议后的新闻发布会上所支持的&#34;谦逊&#34;（humble）态度不一致。</blockquote><p>安联集团首席经济顾问Mohamed El-Erian周一在CNBC的Squawk Box节目中表示，美联储政策已经落后，希望他们能重拾通胀论调，控制工资增长。此前，El-Erian在专栏文章中发出警告，越拖延，政策收紧的风险就越大。美联储和欧央行非但不能确保经济软着陆，反而可能被迫采取过度的“追赶性”紧缩政策。</p><p>此外，Harris指出，<b>实际上，他不认为加息会破坏经济，只要美联储传达出准确的信息，即加息旨在控制通胀，而不是遏制经济增长。</b></p><p>Harris补充称，本轮加息周期可能类似于美联储在2005年中期的举措，当时美联储连续17次加息，目的是为失控的房地产市场降温。谈到预计到2023年将加息11次时，Harris表示：</p><blockquote>这并不是一个激进的预测，对于一个从零开始的央行来说，这只是一条阻力较小的道路。</blockquote></body></html>","source":"wallstreetcn_api","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>美银“惊人”预计：美联储今年加息七次</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美银“惊人”预计：美联储今年加息七次\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-08 17:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3651382><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>薪资上涨对工人来说是个好消息，但于美联储而言却是坏消息。如果工资增长过快，预计将推动美联储以更快的速度加息。上周五，美国劳工部公布的数据显示，1月份平均时薪环比增长0.7%，过去12个月的增幅为5.7%，这是自2007年3月以来增速最快的一次（疫情初期的两个月除外）。人们越来越多地认为，美联储在政策方面落后于通胀增速，目前美国通胀率正以近40年来最快的速度增长。周一，美国银行全球经济研究部主管...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3651382\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02a85629f2a809e4eabd8677140a5f70","relate_stocks":{"BK4550":"红杉资本持仓","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BK4504":"桥水持仓"},"source_url":"https://wallstreetcn.com/articles/3651382","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209451307","content_text":"薪资上涨对工人来说是个好消息，但于美联储而言却是坏消息。如果工资增长过快，预计将推动美联储以更快的速度加息。上周五，美国劳工部公布的数据显示，1月份平均时薪环比增长0.7%，过去12个月的增幅为5.7%，这是自2007年3月以来增速最快的一次（疫情初期的两个月除外）。人们越来越多地认为，美联储在政策方面落后于通胀增速，目前美国通胀率正以近40年来最快的速度增长。周一，美国银行全球经济研究部主管Ethan Harris在与CNBC的电话会议中表示：如果我是美联储主席，我会更加担心推动工资上涨的因素不仅仅是例外情况，并在秋天早些时候提高利率。当存在广泛的物价上涨，并开始影响到工资，通胀螺旋风险加大，政策措施就落后于通胀曲线，美联储需要开始行动。Harris对美联储发出了今年以来最激进的呼吁，美银最新报告指出，2022年将有七次加息，每次加息25个基点，明年还会有四次加息。对此，Harris指出，尽管目前市场观点认为这种情况的可能性只有18%，但他依然支持这个观点，主要原因在于：美国经济复苏不仅达到了美联储的目标，甚至还超过了停止线(the stop signs)。几乎所有收入阶层的工资都在飙升Harris在电话会议中提及美联储2020年9月批准的货币政策新方法。美联储表示，在灵活的平均通胀目标下，为了实现充分就业，允许通胀率高于2%的目标。但随着通胀率增长到7%左右，劳动力市场越来越紧张，美联储现在加速“追赶”，改变货币政策进而应对严峻的通胀形势。Harris指出，几乎所有收入阶层的工资都在飙升。受疫情影响最严重的休闲和酒店行业工资增幅最大，在过去一年的上涨了13%。金融行业的工资上涨了4.8%，而零售行业的工资更是上涨了7.1%。此前见闻文章提及，加薪“全面开花”，除了中低阶层工人提高了工资，华尔街金融机构也“你追我赶”地增加员工薪资，拜登上个月还发布了上调联邦雇员的最低工资至15美元的行政命令。工资飙升是“大辞职潮”的一部分高盛将工资飙升这一趋势视为“大辞职潮”的一部分，“大辞职潮”是指2021年以来，美国离职人数陡增，离职率处于近20年来最高水平。根据美国劳工部数据，2021年全年美国劳动力更换或离职次数为4740万人次。高盛经济学家Joseph Briggs和David Mericle在一份报告中指出，“大辞职潮”包括两个截然不同但相互关联的趋势：数百万工人离开了劳动力大军，还有数百万人为了更好、更高收入的就业机会而辞职。这些趋势已将工资涨幅推至一个越来越令人担忧的水平，即工资通胀螺旋上升。高盛数据显示，今年美国工资增长将会放缓，但只是小幅放缓，到今年预计会达到5%左右。值得一提的是，高盛预计，2022年将有四次加息。高盛经济学家指出，劳动力成本的增长速度快于2%的通胀目标，这可能会使通胀继续走高，美联储将采取更激进的应对措施。加息50个基点“合理”，但与鲍威尔“谦逊”态度不一致市场一直在缓慢地加码美联储加息，预计今年将有五次加息，但仍有可能加息更多次，而且速度更快。尽管交易员普遍预计美联储将在3月份加息25个基点，但也不排除美联储3月选择一次性大幅加息50个基点，目前加息50个基点的可能性已升至近30%。Harris表示：加息50个基点将是\"一件合理的事情\"，但这与美联储主席鲍威尔在1月FOMC会议后的新闻发布会上所支持的\"谦逊\"（humble）态度不一致。安联集团首席经济顾问Mohamed El-Erian周一在CNBC的Squawk 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玩家需操控小虎滑雪橇躲避障碍物，每局滑雪游戏中积分达到60分即可获得一枚奖牌，奖牌可用于幸运大转盘抽奖。有机会抽取小虎限量盲盒！另外，股票代金券，免佣卡等豪礼等你来抽！快来玩游戏赢奖励吧~ 活动结束后，奖牌榜排名Top 200都可以获得股票代金券奖励，最高价值2022美元！ ~小秘密~金牌榜上名列前茅的用户将有机会获得一整套小虎盲盒奖励哟！好运花落谁家，我们拭目以待~ 奖励详情如下：还等什么呢？ 点击参与活动","images":[{"img":"https://static.tigerbbs.com/a0da28dd9e743692c0cc96fe6f364cd2","width":"832","height":"436"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630952623","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697796453,"gmtCreate":1642584001627,"gmtModify":1642584001971,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089383496572850","idStr":"4089383496572850"},"themes":[],"htmlText":"真的那么厉害？","listText":"真的那么厉害？","text":"真的那么厉害？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697796453","repostId":"2204398080","repostType":2,"repost":{"id":"2204398080","kind":"highlight","pubTimestamp":1642575933,"share":"https://www.laohu8.com/m/news/2204398080?lang=zh_CN&edition=full","pubTime":"2022-01-19 15:05","market":"hk","language":"zh","title":"港股一年一度的风水报告出炉，虎年大吉？","url":"https://stock-news.laohu8.com/highlight/detail?id=2204398080","media":"金十数据","summary":"对于寅虎的2022年，中信里昂有何展望？","content":"<html><head></head><body><p>近日一年一度的中信里昂风水报告出炉，中信里昂风水报告因能大体预测恒指一年走势而出名。中信里昂风水指数诞生于1992年，当初他们只是在春节时寄给客户的贺卡上简要地附上几位风水大师的预测，再辅以该券商分析师的观点。熟料，竟准确地预测了恒指全部的7个主要转折点，由此名声大噪。<img src=\"https://static.tigerbbs.com/7d0b9699d82139c58312150a80347979\" tg-width=\"520\" tg-height=\"797\" referrerpolicy=\"no-referrer\"/>中信里昂回顾2021辛丑牛年时表示，在过去的11个月里，金牛负着重担、加上消化不良带来的不适，令它一边反刍、一边蜿蜒朝下坡前行。</p><p>中信里昂表示，尽管未能准确预测全盘市况，但仍然预计到大多数重要转折点：例如二月的初期高位、四月的快速回落和秋季的跌宕起伏。可惜金牛决意在泥泞中打滚， 并在一年将尽之时离开了牛道。<img src=\"https://static.tigerbbs.com/14f55b8bf5f6043076776ba073728637\" tg-width=\"550\" tg-height=\"243\" referrerpolicy=\"no-referrer\"/><b>回顾2021年</b>，简单来说，中信里昂预料到了恒指的开头，却没有料到结尾，更是没有料到恒指在今年春季后的波折。</p><p>中信里昂表示，恒指最佳时光是夏季和冬季，其他时间各有盈亏。这一年开局不错，勤劳老鼠的辛勤工作将延续至牛年，因此要到3月某个时点人们才会意识到牛没有恪守本分。</p><p>春末，金牛唤醒自己， 开始投入工作。夏季生活十分惬意，金牛在金融田地里日夜耕作，中信预计这波涨势在8月前后触顶。然后，秋收时节将出现获利回吐，有两个地支之间的冲突还会引发短时间快速下挫。温和下跌之后，这一年余下时间将迎来缓慢反弹，然后在冬季收官时奋力一搏。</p><p>此外，中信里昂看好医药、服装，看衰地产建筑。2021年地产、服装被言中，但医药新股破发潮和整体的下跌并没有预测到。<img src=\"https://static.tigerbbs.com/620740c9998ffe21fa7090363037caea\" tg-width=\"550\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/></p><p>那么，<b>对于寅虎的2022年，中信里昂又有何展望呢？</b></p><p>在序言中，中信里昂首先澄清，一年伊始，我们暂时放下严谨的投资研究，为大家奉上这份胡诌式风水指南，以幽默嬉笑迎接水虎之年。</p><p>中信里昂表示，我们以五行生克及紫微斗数预测各个行业的前景，再观察天星对命宫财运的影响。<b>可能是汲取了去年的教训，中信里昂对2022年港股看法谨慎</b>，认为恒指2022年年初有所反弹，3月的“倒春寒”和夏季是恒指的低点，看好年末恒指再度回升。</p><p>2022年，恒生指数的年柱属土，但被两侧的水木之势吞夺大半。盘中火金羸弱，现五行失衡之象。猛虎涉川之时，身形自然平衡，但虎头不时转动，探察四方，我们也需要准备好迎接年中的各种变数。恒生之鸡的相生之行乃火与木，年表中的诸多木行利于火鸡。</p><p>然则，恒生命盘中金气锐重，势将克木，火木之合，或将为金所断。因此，我们预测夏季之后运势乏力，猛虎中坠，但年末之前又会回升。</p><p>值得注意的是，盘中之水为阳，而非阴；未来一年中水势将如大江汪洋，洪水滔天。尽管水通常代表财，但今年的水中有一部分可能就仅仅代表水本身。<img src=\"https://static.tigerbbs.com/f9a9c32063f183fe52ffa1d8e66b1296\" tg-width=\"550\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/></p><p>具体行业来看，与水相关的行业，包括贸易、航运和旅游，也将在久旱之后喜逢甘霖。运势最强盛的时间为春季头两个月，以及中秋直至冬季。但是，金融和电池板块仍将遭遇压力，原因可能是流动性收紧，或者原材料价格上涨。</p><p>由于火势不旺，互联网和科技板块或将略为黯淡。另一方面，木类板块，例如教育、服装和医疗，将一定程度上脱离困境。<img src=\"https://static.tigerbbs.com/93c936dc0efde4714501dc433e092775\" tg-width=\"550\" tg-height=\"418\" referrerpolicy=\"no-referrer\"/></p><p><b>最近四年，中信里昂港股预测情况如何？</b></p><p>2018年风水报告预计恒指会在年初驱动市场快速上涨。春季中段直至夏季，市场料将下滑，下半年恒生指数上涨，最初步伐缓慢，冬季加快脚步，年底升至新高。</p><p>2018年结果显示，2018年上半年恒指走势和里昂预测走势几乎一模一样，年初快速上涨，且还创了历史新高，春节中段至夏季下行。不过，里昂却未能预测到下半年走势，由于外围的不可抗力，恒指下半年不仅没创出新高，而且走势不断下跌。</p><p>2019年里昂预测恒指将呈曲折上升的走势，将在6月和11月迎来高位，3、4月和7月则是股市低位，9月会是最大跌幅时点，年末将较稳收尾。科技互联网会是最热行业，基建房地产、航海运输、酒店旅游也会有不俗表现。冶金、机械和金融业则会时运不济，不宜主动出击。</p><p>2019年，里昂比较准的预测到了板块表现，科技互联网是最热行业，恒生资讯科技大涨24%，恒生地产大涨了15%，金融、机械等涨势有限。大体预测到了恒指的波折，11月迎来高位以及年末较稳走势。但恒指全年并非曲折上升，5-8月更是不断下跌，5月、8月成为跌势最大的月份。</p><p>时间来到2020年，中信里昂预测，今年对恒指而言是大吉之年，预料首季新年开局不错。春末夏初可能是黄金补丁，其他月份各有涨跌。</p><p>它预料恒指今年会有5个转折点，最高位在夏季大致8月份出现，最低位则在3月尾至4月初。值得注意的是，中信里昂2019年发布2020年展望表示，对港股看法乐观，港股2020年目标为29600点。</p><p>医疗和消费板块在2月会有斩获，金融及银行板块在5月有好表现。8至11月地产股会率先放缓；电讯、公用及濠赌板块要到年底才现投资良机。</p><p>在2021年，中信里昂预测遭遇滑铁卢，预测准了年初，没有料到年尾，更没有料到恒指年中走势。中信里昂认为恒指最佳表现时间是夏季和冬季，不过，恒指自2月开始一路下跌，既没有夏季的高光时刻，也没有年末的大力反弹，年末更是跌破23000点。</p><p>中信里昂看好医药、服装，看衰地产建筑。2021年地产、服装被言中，但医药新股破发潮和整体的下跌并没有预测到。</p></body></html>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股一年一度的风水报告出炉，虎年大吉？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股一年一度的风水报告出炉，虎年大吉？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-19 15:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=89096&type=news><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日一年一度的中信里昂风水报告出炉，中信里昂风水报告因能大体预测恒指一年走势而出名。中信里昂风水指数诞生于1992年，当初他们只是在春节时寄给客户的贺卡上简要地附上几位风水大师的预测，再辅以该券商分析师的观点。熟料，竟准确地预测了恒指全部的7个主要转折点，由此名声大噪。中信里昂回顾2021辛丑牛年时表示，在过去的11个月里，金牛负着重担、加上消化不良带来的不适，令它一边反刍、一边蜿蜒朝下坡前行。...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=89096&type=news\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7d0b9699d82139c58312150a80347979","relate_stocks":{"HSI":"恒生指数","BK1515":"抗疫概念","BK1161":"生物科技","BK1574":"生物医药B类股","09939":"开拓药业-B","HSCCI":"红筹指数","HSCEI":"国企指数","HSTECH":"恒生科技指数"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=89096&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204398080","content_text":"近日一年一度的中信里昂风水报告出炉，中信里昂风水报告因能大体预测恒指一年走势而出名。中信里昂风水指数诞生于1992年，当初他们只是在春节时寄给客户的贺卡上简要地附上几位风水大师的预测，再辅以该券商分析师的观点。熟料，竟准确地预测了恒指全部的7个主要转折点，由此名声大噪。中信里昂回顾2021辛丑牛年时表示，在过去的11个月里，金牛负着重担、加上消化不良带来的不适，令它一边反刍、一边蜿蜒朝下坡前行。中信里昂表示，尽管未能准确预测全盘市况，但仍然预计到大多数重要转折点：例如二月的初期高位、四月的快速回落和秋季的跌宕起伏。可惜金牛决意在泥泞中打滚， 并在一年将尽之时离开了牛道。回顾2021年，简单来说，中信里昂预料到了恒指的开头，却没有料到结尾，更是没有料到恒指在今年春季后的波折。中信里昂表示，恒指最佳时光是夏季和冬季，其他时间各有盈亏。这一年开局不错，勤劳老鼠的辛勤工作将延续至牛年，因此要到3月某个时点人们才会意识到牛没有恪守本分。春末，金牛唤醒自己， 开始投入工作。夏季生活十分惬意，金牛在金融田地里日夜耕作，中信预计这波涨势在8月前后触顶。然后，秋收时节将出现获利回吐，有两个地支之间的冲突还会引发短时间快速下挫。温和下跌之后，这一年余下时间将迎来缓慢反弹，然后在冬季收官时奋力一搏。此外，中信里昂看好医药、服装，看衰地产建筑。2021年地产、服装被言中，但医药新股破发潮和整体的下跌并没有预测到。那么，对于寅虎的2022年，中信里昂又有何展望呢？在序言中，中信里昂首先澄清，一年伊始，我们暂时放下严谨的投资研究，为大家奉上这份胡诌式风水指南，以幽默嬉笑迎接水虎之年。中信里昂表示，我们以五行生克及紫微斗数预测各个行业的前景，再观察天星对命宫财运的影响。可能是汲取了去年的教训，中信里昂对2022年港股看法谨慎，认为恒指2022年年初有所反弹，3月的“倒春寒”和夏季是恒指的低点，看好年末恒指再度回升。2022年，恒生指数的年柱属土，但被两侧的水木之势吞夺大半。盘中火金羸弱，现五行失衡之象。猛虎涉川之时，身形自然平衡，但虎头不时转动，探察四方，我们也需要准备好迎接年中的各种变数。恒生之鸡的相生之行乃火与木，年表中的诸多木行利于火鸡。然则，恒生命盘中金气锐重，势将克木，火木之合，或将为金所断。因此，我们预测夏季之后运势乏力，猛虎中坠，但年末之前又会回升。值得注意的是，盘中之水为阳，而非阴；未来一年中水势将如大江汪洋，洪水滔天。尽管水通常代表财，但今年的水中有一部分可能就仅仅代表水本身。具体行业来看，与水相关的行业，包括贸易、航运和旅游，也将在久旱之后喜逢甘霖。运势最强盛的时间为春季头两个月，以及中秋直至冬季。但是，金融和电池板块仍将遭遇压力，原因可能是流动性收紧，或者原材料价格上涨。由于火势不旺，互联网和科技板块或将略为黯淡。另一方面，木类板块，例如教育、服装和医疗，将一定程度上脱离困境。最近四年，中信里昂港股预测情况如何？2018年风水报告预计恒指会在年初驱动市场快速上涨。春季中段直至夏季，市场料将下滑，下半年恒生指数上涨，最初步伐缓慢，冬季加快脚步，年底升至新高。2018年结果显示，2018年上半年恒指走势和里昂预测走势几乎一模一样，年初快速上涨，且还创了历史新高，春节中段至夏季下行。不过，里昂却未能预测到下半年走势，由于外围的不可抗力，恒指下半年不仅没创出新高，而且走势不断下跌。2019年里昂预测恒指将呈曲折上升的走势，将在6月和11月迎来高位，3、4月和7月则是股市低位，9月会是最大跌幅时点，年末将较稳收尾。科技互联网会是最热行业，基建房地产、航海运输、酒店旅游也会有不俗表现。冶金、机械和金融业则会时运不济，不宜主动出击。2019年，里昂比较准的预测到了板块表现，科技互联网是最热行业，恒生资讯科技大涨24%，恒生地产大涨了15%，金融、机械等涨势有限。大体预测到了恒指的波折，11月迎来高位以及年末较稳走势。但恒指全年并非曲折上升，5-8月更是不断下跌，5月、8月成为跌势最大的月份。时间来到2020年，中信里昂预测，今年对恒指而言是大吉之年，预料首季新年开局不错。春末夏初可能是黄金补丁，其他月份各有涨跌。它预料恒指今年会有5个转折点，最高位在夏季大致8月份出现，最低位则在3月尾至4月初。值得注意的是，中信里昂2019年发布2020年展望表示，对港股看法乐观，港股2020年目标为29600点。医疗和消费板块在2月会有斩获，金融及银行板块在5月有好表现。8至11月地产股会率先放缓；电讯、公用及濠赌板块要到年底才现投资良机。在2021年，中信里昂预测遭遇滑铁卢，预测准了年初，没有料到年尾，更没有料到恒指年中走势。中信里昂认为恒指最佳表现时间是夏季和冬季，不过，恒指自2月开始一路下跌，既没有夏季的高光时刻，也没有年末的大力反弹，年末更是跌破23000点。中信里昂看好医药、服装，看衰地产建筑。2021年地产、服装被言中，但医药新股破发潮和整体的下跌并没有预测到。","news_type":1,"symbols_score_info":{"HSCEI":0,"HSI":0,"09939":0,"MHImain":0,"HSImain":0,"HSTECH":0,"HSCCI":0}},"isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696803702,"gmtCreate":1640656780466,"gmtModify":1640657243267,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089383496572850","idStr":"4089383496572850"},"themes":[],"htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696803702","repostId":"1179396819","repostType":4,"repost":{"id":"1179396819","kind":"news","pubTimestamp":1640654458,"share":"https://www.laohu8.com/m/news/1179396819?lang=zh_CN&edition=full","pubTime":"2021-12-28 09:20","market":"us","language":"en","title":"China Ends Limit on Foreign Car Makers' Ownership Stakes<blockquote>中国结束对外国汽车制造商持股的限制</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179396819","media":"TheStreet","summary":"China said on Monday that it’s ending its limits on foreign automakers’ investments in the country a","content":"<p>China said on Monday that it’s ending its limits on foreign automakers’ investments in the country as of Jan. 1.</p><p><blockquote>中国周一表示，将从1月1日起结束对外国汽车制造商在中国投资的限制。</blockquote></p><p> Currently, foreign automakers need to enter joint ventures with Chinese partners and face a 50% ownership limit in those agreements.</p><p><blockquote>目前，外国汽车制造商需要与中国合作伙伴成立合资企业，并在这些协议中面临50%的所有权限制。</blockquote></p><p> China has been opening its auto industry to foreigners gradually over the past three years,Nikkei reports.</p><p><blockquote>据《日经新闻》报道，过去三年来，中国一直在逐步向外国人开放汽车行业。</blockquote></p><p> Initially, it released the spigot for electric vehicles and then for commercial vehicles last year. Now the passenger-vehicle segment, which makes up 80% of the market, is opening up.</p><p><blockquote>最初，它发布了电动汽车龙头，去年又发布了商用车龙头。现在，占市场80%的乘用车领域正在开放。</blockquote></p><p> General Motors&nbsp;(<b>GM</b>)&nbsp;is one of the major foreign players in China, delivering 2.9 million vehicles there last year through its joint ventures.</p><p><blockquote>通用汽车（<b>GM</b>）是在中国的主要外国企业之一，去年通过其合资企业在中国交付了290万辆汽车。</blockquote></p><p> GM recently traded at $57.42, up 0.9%. Morningstar analyst David Whiston likes the stock, putting fair value at $68.</p><p><blockquote>通用汽车近期交易价格为57.42美元，上涨0.9%。晨星分析师David Whiston喜欢该股，认为公允价值为68美元。</blockquote></p><p> “We think General Motors' vehicles are of the best quality and design in decades,” he wrote in October.</p><p><blockquote>“我们认为通用汽车的汽车具有几十年来最好的质量和设计，”他在十月份写道。</blockquote></p><p> “The company is already a leader in trucks, so a competitive lineup in all segments, combined with a much smaller cost base, says to us that GM is starting to realize the scale to match its size.</p><p><blockquote>“该公司已经是卡车领域的领导者，因此在所有细分市场都具有竞争力的产品线，加上成本基础小得多，告诉我们通用汽车正在开始实现与其规模相匹配的规模。</blockquote></p><p> “The head of Consumer Reports automotive testing even said Toyota and Honda could learn from the Chevrolet Malibu.</p><p><blockquote>《消费者报告》汽车测试负责人甚至表示，丰田和本田可以向雪佛兰Malibu学习。</blockquote></p><p> “We think GM's earnings potential is excellent because the company has a healthy North American unit and a nearly mature finance arm with GM Financial.</p><p><blockquote>“我们认为通用汽车的盈利潜力非常好，因为该公司拥有一个健康的北美部门和一个近乎成熟的通用金融部门。</blockquote></p><p> “Moving hourly workers' retiree healthcare to a separate fund and closing plants have drastically lowered GM North America's break-even point to U.S. industry sales of about 10 million-11 million vehicles, assuming 18%-19% share.”</p><p><blockquote>“将小时工退休人员的医疗保健转移到一个单独的基金中并关闭工厂，使通用汽车北美公司的盈亏平衡点大幅降低至美国行业销量约1000万-1100万辆（假设份额为18%-19%）。”</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>China Ends Limit on Foreign Car Makers' Ownership Stakes<blockquote>中国结束对外国汽车制造商持股的限制</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\">\nChina Ends Limit on Foreign Car Makers' Ownership Stakes<blockquote>中国结束对外国汽车制造商持股的限制</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-28 09:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>China said on Monday that it’s ending its limits on foreign automakers’ investments in the country as of Jan. 1.</p><p><blockquote>中国周一表示，将从1月1日起结束对外国汽车制造商在中国投资的限制。</blockquote></p><p> Currently, foreign automakers need to enter joint ventures with Chinese partners and face a 50% ownership limit in those agreements.</p><p><blockquote>目前，外国汽车制造商需要与中国合作伙伴成立合资企业，并在这些协议中面临50%的所有权限制。</blockquote></p><p> China has been opening its auto industry to foreigners gradually over the past three years,Nikkei reports.</p><p><blockquote>据《日经新闻》报道，过去三年来，中国一直在逐步向外国人开放汽车行业。</blockquote></p><p> Initially, it released the spigot for electric vehicles and then for commercial vehicles last year. Now the passenger-vehicle segment, which makes up 80% of the market, is opening up.</p><p><blockquote>最初，它发布了电动汽车龙头，去年又发布了商用车龙头。现在，占市场80%的乘用车领域正在开放。</blockquote></p><p> General Motors&nbsp;(<b>GM</b>)&nbsp;is one of the major foreign players in China, delivering 2.9 million vehicles there last year through its joint ventures.</p><p><blockquote>通用汽车（<b>GM</b>）是在中国的主要外国企业之一，去年通过其合资企业在中国交付了290万辆汽车。</blockquote></p><p> GM recently traded at $57.42, up 0.9%. Morningstar analyst David Whiston likes the stock, putting fair value at $68.</p><p><blockquote>通用汽车近期交易价格为57.42美元，上涨0.9%。晨星分析师David Whiston喜欢该股，认为公允价值为68美元。</blockquote></p><p> “We think General Motors' vehicles are of the best quality and design in decades,” he wrote in October.</p><p><blockquote>“我们认为通用汽车的汽车具有几十年来最好的质量和设计，”他在十月份写道。</blockquote></p><p> “The company is already a leader in trucks, so a competitive lineup in all segments, combined with a much smaller cost base, says to us that GM is starting to realize the scale to match its size.</p><p><blockquote>“该公司已经是卡车领域的领导者，因此在所有细分市场都具有竞争力的产品线，加上成本基础小得多，告诉我们通用汽车正在开始实现与其规模相匹配的规模。</blockquote></p><p> “The head of Consumer Reports automotive testing even said Toyota and Honda could learn from the Chevrolet Malibu.</p><p><blockquote>《消费者报告》汽车测试负责人甚至表示，丰田和本田可以向雪佛兰Malibu学习。</blockquote></p><p> “We think GM's earnings potential is excellent because the company has a healthy North American unit and a nearly mature finance arm with GM Financial.</p><p><blockquote>“我们认为通用汽车的盈利潜力非常好，因为该公司拥有一个健康的北美部门和一个近乎成熟的通用金融部门。</blockquote></p><p> “Moving hourly workers' retiree healthcare to a separate fund and closing plants have drastically lowered GM North America's break-even point to U.S. industry sales of about 10 million-11 million vehicles, assuming 18%-19% share.”</p><p><blockquote>“将小时工退休人员的医疗保健转移到一个单独的基金中并关闭工厂，使通用汽车北美公司的盈亏平衡点大幅降低至美国行业销量约1000万-1100万辆（假设份额为18%-19%）。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/china-ends-limit-foreign-car-makers-ownership-stakes\">TheStreet</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":{"GM":"通用汽车"},"source_url":"https://www.thestreet.com/investing/china-ends-limit-foreign-car-makers-ownership-stakes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179396819","content_text":"China said on Monday that it’s ending its limits on foreign automakers’ investments in the country as of Jan. 1.\nCurrently, foreign automakers need to enter joint ventures with Chinese partners and face a 50% ownership limit in those agreements.\nChina has been opening its auto industry to foreigners gradually over the past three years,Nikkei reports.\nInitially, it released the spigot for electric vehicles and then for commercial vehicles last year. Now the passenger-vehicle segment, which makes up 80% of the market, is opening up.\nGeneral Motors (GM) is one of the major foreign players in China, delivering 2.9 million vehicles there last year through its joint ventures.\nGM recently traded at $57.42, up 0.9%. Morningstar analyst David Whiston likes the stock, putting fair value at $68.\n“We think General Motors' vehicles are of the best quality and design in decades,” he wrote in October.\n“The company is already a leader in trucks, so a competitive lineup in all segments, combined with a much smaller cost base, says to us that GM is starting to realize the scale to match its size.\n“The head of Consumer Reports automotive testing even said Toyota and Honda could learn from the Chevrolet Malibu.\n“We think GM's earnings potential is excellent because the company has a healthy North American unit and a nearly mature finance arm with GM Financial.\n“Moving hourly workers' retiree healthcare to a separate fund and closing plants have drastically lowered GM North America's break-even point to U.S. industry sales of about 10 million-11 million vehicles, assuming 18%-19% share.”","news_type":1,"symbols_score_info":{"GM":0.9}},"isVote":1,"tweetType":1,"viewCount":1520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698846666,"gmtCreate":1640351664646,"gmtModify":1640351664966,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089383496572850","idStr":"4089383496572850"},"themes":[],"htmlText":"Why I can't see the chart?","listText":"Why I can't see the chart?","text":"Why I can't see the chart?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698846666","repostId":"1122704248","repostType":4,"repost":{"id":"1122704248","kind":"news","pubTimestamp":1640346833,"share":"https://www.laohu8.com/m/news/1122704248?lang=zh_CN&edition=full","pubTime":"2021-12-24 19:53","market":"us","language":"en","title":"3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122704248","media":"Motley Fool","summary":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some","content":"<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.</p><p><blockquote>投资者对电动汽车（EV）公司感到非常兴奋。过去两年，一些股票的涨幅非常大。现在，该行业的前景似乎正在明朗，因此投资者可以更好地了解参与者是谁，以及电动汽车制造商将在多长时间内推出新产品。</blockquote></p><p> Beyond just looking at the exciting new products and potentially huge market,investors should research&nbsp;details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.</p><p><blockquote>除了关注令人兴奋的新产品和潜在的巨大市场之外，投资者还应该研究有助于比较和对比电动汽车制造商的细节。如果您现在有兴趣深入研究，下面的三张图表将提供一些值得您在投资前考虑的数据。</blockquote></p><p> <b>Returns have been unpredictable</b></p><p><blockquote><b>回报是不可预测的</b></blockquote></p><p> Many have bought into the EV sector looking for large, market-beating returns. While shares of EV leader<b>Tesla</b>(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:</p><p><blockquote>许多人买入电动汽车行业，寻求超越市场的巨额回报。而电动汽车领导者的股票<b>特斯拉</b>（纳斯达克：TSLA）去年飙升，随着公开交易名称领域的增长，回报却不一致。投资者需要为一路上的大幅波动做好准备。下图显示了美国和中国电动汽车制造商最近六个月的回报：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/628cf15ff39a9f1a896ba56a7db9020d\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>DATA BYYCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts。</span></p></blockquote></p><p> Even the strong returns from Tesla and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;and&nbsp;<b>XPeng</b>(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.<b>Lordstown Motors</b>(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.</p><p><blockquote>即使特斯拉的强劲回报和<b>Lucid集团</b>（纳斯达克：LCID）股票在过去两个月里出现了大幅波动。尽管中国电动汽车制造商<b>蔚来</b>（纽约证券交易所代码：蔚来）和<b>小鹏</b>（纽约证券交易所股票代码：XPEV）的销售额一直在快速增长，但其股价自2021年6月以来有所回落。<b>洛兹敦汽车公司</b>（纳斯达克：RIDE）是Endurance全电动工作卡车的制造商，该公司一直在苦苦挣扎，股东今年为此付出了代价。教训是，会有赢家和输家，电动汽车股票的走势可能会迅速而极端。</blockquote></p><p> <b>There's plenty of demand</b></p><p><blockquote><b>需求很大</b></blockquote></p><p> Just looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:</p><p><blockquote>当然，仅仅关注股价走势并不能说明全部情况。虽然蔚来和小鹏汽车的股价在过去半年没有上涨，但两家公司的销售额在2021年前9个月都猛增，如下所示：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2201193c16f33bc21f52f5aacebbea\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者绘制的图表。*小鹏2021年与2020年最后三个季度的比较。</span></p></blockquote></p><p> Tesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent&nbsp;market capitalizations&nbsp;of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.</p><p><blockquote>与去年同期相比，特斯拉2021年前9个月的交付量几乎翻了一番。但小鹏汽车和蔚来汽车的交付量增长速度要快得多，尽管这两家中国公司的发展基础要小得多。由于两者的估值已经很高，最近的市值分别约为360亿美元和480亿美元，投资者近几个月来纷纷抛售股票。全球需求强劲且不断增长，但这不会自动导致股价上涨。</blockquote></p><p> <b>Profitability will take time</b></p><p><blockquote><b>盈利需要时间</b></blockquote></p><p> Investors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:</p><p><blockquote>任何企业的投资者都需要关注底线。然而，早期成长型公司不一定会很快盈利。尤其是像汽车制造这样的高固定成本业务，利润只会随着规模而来。如下图所示，目前很少有电动汽车制造商实现盈利：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32eab03a7b97ed8deb8757e127924d51\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者图表。</span></p></blockquote></p><p> Tesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .</p><p><blockquote>特斯拉在2021年第三季度报告利润超过16亿美元，引领行业。</blockquote></p><p> BYD is perhaps a less well-known Chinese EV company, and it sells more than just&nbsp;electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.</p><p><blockquote>比亚迪可能是一家不太知名的中国电动汽车公司，它销售的不仅仅是电动汽车；它还生产电池、电动公交车和传统内燃机汽车。但其“新能源汽车”——包括插电式混合动力汽车——占其11月份交付的近10万辆新能源乘用车的90%以上。</blockquote></p><p> Lucid and&nbsp;<b>Rivian Automotive</b>(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.</p><p><blockquote>清醒和<b>Rivian汽车</b>（纳斯达克：RIVN）最近受到了很多关注，但他们几乎没有开始发货；那里的损失将持续一段时间，直到这些公司达到规模。投资者希望蔚来和小鹏汽车尽快实现盈利，因为两者都在增长销量并扩大产品供应。但对该行业感兴趣的投资者需要做好漫长道路的准备，才能预期盈利。</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>3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</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\">\n3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-24 19:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.</p><p><blockquote>投资者对电动汽车（EV）公司感到非常兴奋。过去两年，一些股票的涨幅非常大。现在，该行业的前景似乎正在明朗，因此投资者可以更好地了解参与者是谁，以及电动汽车制造商将在多长时间内推出新产品。</blockquote></p><p> Beyond just looking at the exciting new products and potentially huge market,investors should research&nbsp;details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.</p><p><blockquote>除了关注令人兴奋的新产品和潜在的巨大市场之外，投资者还应该研究有助于比较和对比电动汽车制造商的细节。如果您现在有兴趣深入研究，下面的三张图表将提供一些值得您在投资前考虑的数据。</blockquote></p><p> <b>Returns have been unpredictable</b></p><p><blockquote><b>回报是不可预测的</b></blockquote></p><p> Many have bought into the EV sector looking for large, market-beating returns. While shares of EV leader<b>Tesla</b>(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:</p><p><blockquote>许多人买入电动汽车行业，寻求超越市场的巨额回报。而电动汽车领导者的股票<b>特斯拉</b>（纳斯达克：TSLA）去年飙升，随着公开交易名称领域的增长，回报却不一致。投资者需要为一路上的大幅波动做好准备。下图显示了美国和中国电动汽车制造商最近六个月的回报：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/628cf15ff39a9f1a896ba56a7db9020d\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>DATA BYYCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts。</span></p></blockquote></p><p> Even the strong returns from Tesla and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;and&nbsp;<b>XPeng</b>(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.<b>Lordstown Motors</b>(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.</p><p><blockquote>即使特斯拉的强劲回报和<b>Lucid集团</b>（纳斯达克：LCID）股票在过去两个月里出现了大幅波动。尽管中国电动汽车制造商<b>蔚来</b>（纽约证券交易所代码：蔚来）和<b>小鹏</b>（纽约证券交易所股票代码：XPEV）的销售额一直在快速增长，但其股价自2021年6月以来有所回落。<b>洛兹敦汽车公司</b>（纳斯达克：RIDE）是Endurance全电动工作卡车的制造商，该公司一直在苦苦挣扎，股东今年为此付出了代价。教训是，会有赢家和输家，电动汽车股票的走势可能会迅速而极端。</blockquote></p><p> <b>There's plenty of demand</b></p><p><blockquote><b>需求很大</b></blockquote></p><p> Just looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:</p><p><blockquote>当然，仅仅关注股价走势并不能说明全部情况。虽然蔚来和小鹏汽车的股价在过去半年没有上涨，但两家公司的销售额在2021年前9个月都猛增，如下所示：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2201193c16f33bc21f52f5aacebbea\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者绘制的图表。*小鹏2021年与2020年最后三个季度的比较。</span></p></blockquote></p><p> Tesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent&nbsp;market capitalizations&nbsp;of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.</p><p><blockquote>与去年同期相比，特斯拉2021年前9个月的交付量几乎翻了一番。但小鹏汽车和蔚来汽车的交付量增长速度要快得多，尽管这两家中国公司的发展基础要小得多。由于两者的估值已经很高，最近的市值分别约为360亿美元和480亿美元，投资者近几个月来纷纷抛售股票。全球需求强劲且不断增长，但这不会自动导致股价上涨。</blockquote></p><p> <b>Profitability will take time</b></p><p><blockquote><b>盈利需要时间</b></blockquote></p><p> Investors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:</p><p><blockquote>任何企业的投资者都需要关注底线。然而，早期成长型公司不一定会很快盈利。尤其是像汽车制造这样的高固定成本业务，利润只会随着规模而来。如下图所示，目前很少有电动汽车制造商实现盈利：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32eab03a7b97ed8deb8757e127924d51\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者图表。</span></p></blockquote></p><p> Tesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .</p><p><blockquote>特斯拉在2021年第三季度报告利润超过16亿美元，引领行业。</blockquote></p><p> BYD is perhaps a less well-known Chinese EV company, and it sells more than just&nbsp;electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.</p><p><blockquote>比亚迪可能是一家不太知名的中国电动汽车公司，它销售的不仅仅是电动汽车；它还生产电池、电动公交车和传统内燃机汽车。但其“新能源汽车”——包括插电式混合动力汽车——占其11月份交付的近10万辆新能源乘用车的90%以上。</blockquote></p><p> Lucid and&nbsp;<b>Rivian Automotive</b>(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.</p><p><blockquote>清醒和<b>Rivian汽车</b>（纳斯达克：RIVN）最近受到了很多关注，但他们几乎没有开始发货；那里的损失将持续一段时间，直到这些公司达到规模。投资者希望蔚来和小鹏汽车尽快实现盈利，因为两者都在增长销量并扩大产品供应。但对该行业感兴趣的投资者需要做好漫长道路的准备，才能预期盈利。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","RIVN":"Rivian Automotive, Inc.","NIO":"蔚来","TSLA":"特斯拉","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122704248","content_text":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.\nBeyond just looking at the exciting new products and potentially huge market,investors should research details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.\nReturns have been unpredictable\nMany have bought into the EV sector looking for large, market-beating returns. While shares of EV leaderTesla(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:\nDATA BYYCHARTS.\nEven the strong returns from Tesla and Lucid Group(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers Nio(NYSE:NIO) and XPeng(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.Lordstown Motors(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.\nThere's plenty of demand\nJust looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.\nTesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent market capitalizations of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.\nProfitability will take time\nInvestors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.\nTesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .\nBYD is perhaps a less well-known Chinese EV company, and it sells more than just electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.\nLucid and Rivian Automotive(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.","news_type":1,"symbols_score_info":{"NIO":0.9,"RIVN":0.9,"LCID":0.9,"XPEV":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698910584,"gmtCreate":1640273842553,"gmtModify":1640273966970,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089383496572850","idStr":"4089383496572850"},"themes":[],"htmlText":"Drop like no tomorrow","listText":"Drop like no tomorrow","text":"Drop like no tomorrow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/698910584","repostId":"1169545714","repostType":4,"repost":{"id":"1169545714","kind":"news","pubTimestamp":1640272530,"share":"https://www.laohu8.com/m/news/1169545714?lang=zh_CN&edition=full","pubTime":"2021-12-23 23:15","market":"us","language":"en","title":"Nio is on watch with attractive buying opportunity called out by Deutsche Bank<blockquote>德意志银行呼吁蔚来有吸引力的买入机会，受到关注</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169545714","media":"seekingalpha","summary":"Niois a new addition to the fresh money list at Deutsche Bank on what it calls an attractive buying opportunity heading into the new year.Analyst Edison Yu: \"With the stock having underperformed materially in recent months, we see a great entry point setting up for a pivotal 2022. Investor sentiment has been lackluster due to lack of new vehicles and supply chain constraints, and most recently, the heightened US delisting risk. We believe these headwinds can all reverse in the coming 12 months w","content":"<p>Nio(NYSE:NIO)is a new addition to the fresh money list at Deutsche Bank on what it calls an attractive&nbsp;buying opportunity heading into the new year.</p><p><blockquote>蔚来（纽约证券交易所股票代码：蔚来）是德意志银行新鲜资金名单上的新成员，该银行认为这是进入新的一年的一个有吸引力的买入机会。</blockquote></p><p> Analyst Edison Yu: \"With the stock having underperformed materially in recent months, we see a great entry point setting up for a pivotal 2022. Investor sentiment has been lackluster due to lack of new vehicles and supply chain constraints, and most recently, the heightened US delisting risk. We believe these headwinds can all reverse in the coming 12 months with NIO launching 3 new models over the next 12 months and boosting manufacturing capacity from 120k to 600k.\"</p><p><blockquote>分析师Edison Yu：“由于该股近几个月表现严重不佳，我们认为关键的2022年将迎来一个绝佳的切入点。由于缺乏新车和供应链限制，投资者情绪一直低迷，最近美国退市风险加剧。我们相信，随着蔚来在未来12个月内推出3款新车型，并将产能从12万辆提高到60万辆，这些不利因素都可能在未来12个月内扭转。”</blockquote></p><p> Yu points to a big year for the ET5 model in particular.</p><p><blockquote>Yu特别指出ET5车型今年是重要的一年。</blockquote></p><p> Deutsche Bank keeps a Buy rating on the Chinese EV stock.</p><p><blockquote>德意志银行维持对中国电动汽车股票的买入评级。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio is on watch with attractive buying opportunity called out by Deutsche Bank<blockquote>德意志银行呼吁蔚来有吸引力的买入机会，受到关注</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio is on watch with attractive buying opportunity called out by Deutsche Bank<blockquote>德意志银行呼吁蔚来有吸引力的买入机会，受到关注</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-12-23 23:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Nio(NYSE:NIO)is a new addition to the fresh money list at Deutsche Bank on what it calls an attractive&nbsp;buying opportunity heading into the new year.</p><p><blockquote>蔚来（纽约证券交易所股票代码：蔚来）是德意志银行新鲜资金名单上的新成员，该银行认为这是进入新的一年的一个有吸引力的买入机会。</blockquote></p><p> Analyst Edison Yu: \"With the stock having underperformed materially in recent months, we see a great entry point setting up for a pivotal 2022. Investor sentiment has been lackluster due to lack of new vehicles and supply chain constraints, and most recently, the heightened US delisting risk. We believe these headwinds can all reverse in the coming 12 months with NIO launching 3 new models over the next 12 months and boosting manufacturing capacity from 120k to 600k.\"</p><p><blockquote>分析师Edison Yu：“由于该股近几个月表现严重不佳，我们认为关键的2022年将迎来一个绝佳的切入点。由于缺乏新车和供应链限制，投资者情绪一直低迷，最近美国退市风险加剧。我们相信，随着蔚来在未来12个月内推出3款新车型，并将产能从12万辆提高到60万辆，这些不利因素都可能在未来12个月内扭转。”</blockquote></p><p> Yu points to a big year for the ET5 model in particular.</p><p><blockquote>Yu特别指出ET5车型今年是重要的一年。</blockquote></p><p> Deutsche Bank keeps a Buy rating on the Chinese EV stock.</p><p><blockquote>德意志银行维持对中国电动汽车股票的买入评级。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3783031-nio-is-on-watch-with-attractive-buying-opportunity-called-out-by-deutsche-bank\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/news/3783031-nio-is-on-watch-with-attractive-buying-opportunity-called-out-by-deutsche-bank","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169545714","content_text":"Nio(NYSE:NIO)is a new addition to the fresh money list at Deutsche Bank on what it calls an attractive buying opportunity heading into the new year.\nAnalyst Edison Yu: \"With the stock having underperformed materially in recent months, we see a great entry point setting up for a pivotal 2022. Investor sentiment has been lackluster due to lack of new vehicles and supply chain constraints, and most recently, the heightened US delisting risk. We believe these headwinds can all reverse in the coming 12 months with NIO launching 3 new models over the next 12 months and boosting manufacturing capacity from 120k to 600k.\"\nYu points to a big year for the ET5 model in particular.\nDeutsche Bank keeps a Buy rating on the Chinese EV stock.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":867007349,"gmtCreate":1633158346954,"gmtModify":1633158347270,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089383496572850","idStr":"4089383496572850"},"themes":[],"htmlText":"Market very volatile","listText":"Market very volatile","text":"Market very 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pattern","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/848090317","repostId":"2180751345","repostType":4,"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854554285,"gmtCreate":1635470077994,"gmtModify":1635470105783,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089383496572850","idStr":"4089383496572850"},"themes":[],"htmlText":"Will drop?","listText":"Will drop?","text":"Will drop?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/854554285","repostId":"1178207364","repostType":4,"repost":{"id":"1178207364","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":1635460531,"share":"https://www.laohu8.com/m/news/1178207364?lang=zh_CN&edition=full","pubTime":"2021-10-29 06:35","market":"us","language":"en","title":"Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期，供应问题导致公司损失60亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178207364","media":"Tiger Newspress","summary":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southe","content":"<p>Apple&nbsp;revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday,&nbsp;which Apple CEO Tim Cook attributed to larger-than-expected supply constraints&nbsp;on iPhones, iPads, and Macs.</p><p><blockquote>周四，苹果第四财季营收不及华尔街预期，苹果CEO Tim Cook将此归因于iPhone、iPad和Mac的供应限制超出预期。</blockquote></p><p> Apple fell 3.7% in extended trading.</p><p><blockquote>苹果盘后交易中下跌3.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> \"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p><p><blockquote>库克表示：“尽管供应限制超出预期，我们估计供应限制约为60亿美元，但我们的表现非常强劲。”“供应限制是由备受关注的全行业芯片短缺以及东南亚与新冠疫情相关的制造业中断造成的。”库克表示，在当前的假日销售季度，影响将更加严重。</blockquote></p><p> However, Apple's overall revenue was still up 29%&nbsp;and each of its product categories grew on an annual basis.</p><p><blockquote>然而，苹果的整体收入仍增长了29%，其每个产品类别均同比增长。</blockquote></p><p> Here's how Apple did versus Refinitiv consensus estimates:</p><p><blockquote>以下是苹果与Refinitiv共识估计的表现：</blockquote></p><p> <ul>  <li><b>EPS:</b>&nbsp;$1.24 vs. $1.24&nbsp;estimated</li>  <li><b>Revenue:</b>&nbsp;$83.36&nbsp;billion&nbsp;&nbsp;vs.&nbsp;$84.85&nbsp;billion&nbsp;estimated, up 29% year-over-year</li>  <li><b>iPhone revenue:</b>&nbsp;$38.87&nbsp;billion&nbsp;vs. $41.51&nbsp;billion&nbsp;estimated, up 47% year-over-year</li>  <li><b>Services revenue:</b>&nbsp;$18.28&nbsp;billion&nbsp;vs. $17.64&nbsp;billion&nbsp;estimated,&nbsp;up 25.6% year-over-year</li>  <li><b>Other Products revenue:</b>&nbsp;$8.79&nbsp;billion&nbsp;vs. $9.33&nbsp;billion&nbsp;estimated, up 11.5% year-over-year</li>  <li><b>Mac revenue:</b>&nbsp;$9.18&nbsp;billion&nbsp;vs. $9.23&nbsp;billion&nbsp;estimated, up 1.6% year-over-year</li>  <li><b>iPad revenue:</b>&nbsp;$8.25&nbsp;billion&nbsp;vs. $7.23&nbsp;billion&nbsp;estimated, up 21.4% year-over-year</li>  <li><b>Gross margin:</b>&nbsp;42.2% vs. 42.0% estimated</li> </ul> iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p><p><blockquote><ul><li><b>EPS：</b>1.24美元与预估1.24美元</li><li><b>收入：</b>833.6亿美元，预期848.5亿美元，同比增长29%</li><li><b>iPhone收入：</b>388.7亿美元对比。预计415.1亿美元，同比增长47%</li><li><b>服务收入：</b>182.8亿美元对比。预计176.4亿美元，同比增长25.6%</li><li><b>其他产品收入：</b>87.9亿美元对比。预计93.3亿美元，同比增长11.5%</li><li><b>Mac收入：</b>91.8亿美元对比。预计92.3亿美元，同比增长1.6%</li><li><b>iPad收入：</b>82.5亿美元对比。预计72.3亿美元，同比增长21.4%</li><li><b>毛利率：</b>42.2%vs.估计值42.0%</li></ul>iPhone销量同比增长47%，但仍低于华尔街的预期。</blockquote></p><p> Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p><p><blockquote>苹果第四财季的业绩好坏参半，被视为年底高销售假期之前的平静期。</blockquote></p><p> Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据，苹果表示，第四财季营收和利润分别为834亿美元和每股1.24美元，而分析师预期为848亿美元和每股1.24美元。</blockquote></p><p> The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p><p><blockquote>这一结果为本财年的销售超出预期画上了一个艰难的句号，该财年由iPhone 12机型以及用于在家工作和学习的Mac电脑和iPad的强劲销售引领。</blockquote></p><p> Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p><p><blockquote>苹果在7月份告诉投资者，芯片限制将在第四季度首次开始影响其iPhone和iPad产品线。</blockquote></p><p> Apple posted its results shortly after retailer Amazon.com&nbsp;forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p><p><blockquote>在零售商亚马逊预测假日季销售额远低于华尔街预期后不久，苹果公布了业绩，部分原因是劳动力供应短缺和全球供应链问题。</blockquote></p><p> Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p><p><blockquote>索菲·伦德-耶茨(Sophie Lund-Yates)表示，苹果“相当好地解决了这些问题，但也未能毫发无损，这些问题持续时间的延长将带来麻烦，特别是因为市场对苹果的表现是无情的”。Hargreaves Lansdown的股票分析师。</blockquote></p><p> <b>MISSES</b></p><p><blockquote><b>未命中</b></blockquote></p><p> Apple missed expectations in two key categories.</p><p><blockquote>苹果在两个关键类别上未达到预期。</blockquote></p><p> Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据，苹果表示，第四季度iPhone销售额为389亿美元，低于预期的415亿美元。</blockquote></p><p> Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p><p><blockquote>库克表示，采用旧技术制造的芯片仍然是关键的供应限制。他表示，苹果仍不确定假期购物季后短缺情况是否会缓解。</blockquote></p><p> \"It's very difficult to call,\" Cook said.</p><p><blockquote>“这对看涨期权来说非常困难，”Cook说。</blockquote></p><p> The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据，该公司的配件部门包括AirPods无线耳机等快速增长的类别，收入为88亿美元，比分析师预期的93亿美元低5亿美元。</blockquote></p><p> Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p><p><blockquote>其他细分市场表现较好。根据Refinitiv的数据，iPad和Mac的销售额分别为83亿美元和92亿美元，而分析师预计为72亿美元和92亿美元。</blockquote></p><p> The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p><p><blockquote>该公司的服务部门（包括App Store业务）销售额为183亿美元，增长26%，而分析师预期为176亿美元。Cook表示，苹果目前在其平台上拥有7.45亿付费用户，高于一个季度前披露的7亿。</blockquote></p><p> \"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p><p><blockquote>苹果股东资本首席经济学家哈尔·埃丁斯(Hal Eddins)表示：“服务表现强劲，这显示了软件和服务的美观和耐用性，因为利润率更高，而且不存在供应问题，因为软件不会通过集装箱船到达。”投资公司。</blockquote></p><p> Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p><p><blockquote>该公司业绩的另一个亮点是在中国的销售额，增长了83%，达到146亿美元。</blockquote></p><p> The company said it returned $24 billion to shareholders during the quarter.</p><p><blockquote>该公司表示，本季度向股东返还了240亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期，供应问题导致公司损失60亿美元</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{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期，供应问题导致公司损失60亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-29 06:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday,&nbsp;which Apple CEO Tim Cook attributed to larger-than-expected supply constraints&nbsp;on iPhones, iPads, and Macs.</p><p><blockquote>周四，苹果第四财季营收不及华尔街预期，苹果CEO Tim Cook将此归因于iPhone、iPad和Mac的供应限制超出预期。</blockquote></p><p> Apple fell 3.7% in extended trading.</p><p><blockquote>苹果盘后交易中下跌3.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> \"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p><p><blockquote>库克表示：“尽管供应限制超出预期，我们估计供应限制约为60亿美元，但我们的表现非常强劲。”“供应限制是由备受关注的全行业芯片短缺以及东南亚与新冠疫情相关的制造业中断造成的。”库克表示，在当前的假日销售季度，影响将更加严重。</blockquote></p><p> However, Apple's overall revenue was still up 29%&nbsp;and each of its product categories grew on an annual basis.</p><p><blockquote>然而，苹果的整体收入仍增长了29%，其每个产品类别均同比增长。</blockquote></p><p> Here's how Apple did versus Refinitiv consensus estimates:</p><p><blockquote>以下是苹果与Refinitiv共识估计的表现：</blockquote></p><p> <ul>  <li><b>EPS:</b>&nbsp;$1.24 vs. $1.24&nbsp;estimated</li>  <li><b>Revenue:</b>&nbsp;$83.36&nbsp;billion&nbsp;&nbsp;vs.&nbsp;$84.85&nbsp;billion&nbsp;estimated, up 29% year-over-year</li>  <li><b>iPhone revenue:</b>&nbsp;$38.87&nbsp;billion&nbsp;vs. $41.51&nbsp;billion&nbsp;estimated, up 47% year-over-year</li>  <li><b>Services revenue:</b>&nbsp;$18.28&nbsp;billion&nbsp;vs. $17.64&nbsp;billion&nbsp;estimated,&nbsp;up 25.6% year-over-year</li>  <li><b>Other Products revenue:</b>&nbsp;$8.79&nbsp;billion&nbsp;vs. $9.33&nbsp;billion&nbsp;estimated, up 11.5% year-over-year</li>  <li><b>Mac revenue:</b>&nbsp;$9.18&nbsp;billion&nbsp;vs. $9.23&nbsp;billion&nbsp;estimated, up 1.6% year-over-year</li>  <li><b>iPad revenue:</b>&nbsp;$8.25&nbsp;billion&nbsp;vs. $7.23&nbsp;billion&nbsp;estimated, up 21.4% year-over-year</li>  <li><b>Gross margin:</b>&nbsp;42.2% vs. 42.0% estimated</li> </ul> iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p><p><blockquote><ul><li><b>EPS：</b>1.24美元与预估1.24美元</li><li><b>收入：</b>833.6亿美元，预期848.5亿美元，同比增长29%</li><li><b>iPhone收入：</b>388.7亿美元对比。预计415.1亿美元，同比增长47%</li><li><b>服务收入：</b>182.8亿美元对比。预计176.4亿美元，同比增长25.6%</li><li><b>其他产品收入：</b>87.9亿美元对比。预计93.3亿美元，同比增长11.5%</li><li><b>Mac收入：</b>91.8亿美元对比。预计92.3亿美元，同比增长1.6%</li><li><b>iPad收入：</b>82.5亿美元对比。预计72.3亿美元，同比增长21.4%</li><li><b>毛利率：</b>42.2%vs.估计值42.0%</li></ul>iPhone销量同比增长47%，但仍低于华尔街的预期。</blockquote></p><p> Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p><p><blockquote>苹果第四财季的业绩好坏参半，被视为年底高销售假期之前的平静期。</blockquote></p><p> Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据，苹果表示，第四财季营收和利润分别为834亿美元和每股1.24美元，而分析师预期为848亿美元和每股1.24美元。</blockquote></p><p> The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p><p><blockquote>这一结果为本财年的销售超出预期画上了一个艰难的句号，该财年由iPhone 12机型以及用于在家工作和学习的Mac电脑和iPad的强劲销售引领。</blockquote></p><p> Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p><p><blockquote>苹果在7月份告诉投资者，芯片限制将在第四季度首次开始影响其iPhone和iPad产品线。</blockquote></p><p> Apple posted its results shortly after retailer Amazon.com&nbsp;forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p><p><blockquote>在零售商亚马逊预测假日季销售额远低于华尔街预期后不久，苹果公布了业绩，部分原因是劳动力供应短缺和全球供应链问题。</blockquote></p><p> Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p><p><blockquote>索菲·伦德-耶茨(Sophie Lund-Yates)表示，苹果“相当好地解决了这些问题，但也未能毫发无损，这些问题持续时间的延长将带来麻烦，特别是因为市场对苹果的表现是无情的”。Hargreaves Lansdown的股票分析师。</blockquote></p><p> <b>MISSES</b></p><p><blockquote><b>未命中</b></blockquote></p><p> Apple missed expectations in two key categories.</p><p><blockquote>苹果在两个关键类别上未达到预期。</blockquote></p><p> Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据，苹果表示，第四季度iPhone销售额为389亿美元，低于预期的415亿美元。</blockquote></p><p> Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p><p><blockquote>库克表示，采用旧技术制造的芯片仍然是关键的供应限制。他表示，苹果仍不确定假期购物季后短缺情况是否会缓解。</blockquote></p><p> \"It's very difficult to call,\" Cook said.</p><p><blockquote>“这对看涨期权来说非常困难，”Cook说。</blockquote></p><p> The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据，该公司的配件部门包括AirPods无线耳机等快速增长的类别，收入为88亿美元，比分析师预期的93亿美元低5亿美元。</blockquote></p><p> Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p><p><blockquote>其他细分市场表现较好。根据Refinitiv的数据，iPad和Mac的销售额分别为83亿美元和92亿美元，而分析师预计为72亿美元和92亿美元。</blockquote></p><p> The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p><p><blockquote>该公司的服务部门（包括App Store业务）销售额为183亿美元，增长26%，而分析师预期为176亿美元。Cook表示，苹果目前在其平台上拥有7.45亿付费用户，高于一个季度前披露的7亿。</blockquote></p><p> \"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p><p><blockquote>苹果股东资本首席经济学家哈尔·埃丁斯(Hal Eddins)表示：“服务表现强劲，这显示了软件和服务的美观和耐用性，因为利润率更高，而且不存在供应问题，因为软件不会通过集装箱船到达。”投资公司。</blockquote></p><p> Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p><p><blockquote>该公司业绩的另一个亮点是在中国的销售额，增长了83%，达到146亿美元。</blockquote></p><p> The company said it returned $24 billion to shareholders during the quarter.</p><p><blockquote>该公司表示，本季度向股东返还了240亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178207364","content_text":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\nApple fell 3.7% in extended trading.\n\n\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.\nHowever, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.\nHere's how Apple did versus Refinitiv consensus estimates:\n\nEPS: $1.24 vs. $1.24 estimated\nRevenue: $83.36 billion  vs. $84.85 billion estimated, up 29% year-over-year\niPhone revenue: $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year\nServices revenue: $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year\nOther Products revenue: $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year\nMac revenue: $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year\niPad revenue: $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year\nGross margin: 42.2% vs. 42.0% estimated\n\niPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.\nApple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.\nApple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.\nThe results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.\nApple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.\nApple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.\nApple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.\nMISSES\nApple missed expectations in two key categories.\nApple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.\nCook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.\n\"It's very difficult to call,\" Cook said.\nThe company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.\nOther segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.\nThe company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.\n\"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.\nAnother bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.\nThe company said it returned $24 billion to shareholders during the quarter.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884169199,"gmtCreate":1631868080311,"gmtModify":1632805693085,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089383496572850","idStr":"4089383496572850"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/884169199","repostId":"1179511931","repostType":4,"repost":{"id":"1179511931","kind":"news","pubTimestamp":1631867750,"share":"https://www.laohu8.com/m/news/1179511931?lang=zh_CN&edition=full","pubTime":"2021-09-17 16:35","market":"us","language":"en","title":"Buy Micron Before It's Too Late<blockquote>在为时已晚之前购买美光科技</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179511931","media":"Seeking Alpha","summary":"Summary\n\nShares of Micron just fell into negative territory for the year.\nBut, Micron’s revenues and","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Shares of Micron just fell into negative territory for the year.</li>  <li>But, Micron’s revenues and gross margins are still in a period of expansion.</li>  <li>ASP growth in DRAM and NAND and increased bit shipments could push Micron’s margin closer to 50% in the fourth quarter.</li>  <li>Micron’s growth is cheap.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea6943b055b8a3f717a6e1f6c038c065\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>美光科技的股价今年刚刚跌至负值。</li><li>但是，美光的收入和毛利率仍处于扩张期。</li><li>DRAM和NAND的平均售价增长以及位出货量的增加可能会推动美光第四季度的利润率接近50%。</li><li>美光的增长很便宜。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock社论来自Getty Images</span></p></blockquote></p><p> While Micron Technology's (MU) commercial performance is excellent, the firm’s shares have trended downwards since April. But with Micron set to open its books for the fourth quarter at the end of September, the memory company could initiate a new upleg.<b>Micron’s growth has a discount valuation</b></p><p><blockquote>尽管美光科技(MU)的商业业绩非常出色，但该公司的股价自4月份以来一直呈下跌趋势。但随着美光科技将于9月底公布第四季度账目，这家内存公司可能会启动新的上涨。<b>美光科技的增长估值有折扣</b></blockquote></p><p> There is a big disconnect between Micron’s business and stock performance. Although the memory firm has enjoyed strengthening revenue growth in its main DRAM business and higher gross margins in FY 2021, shares of Micron have not performed nearly as well. Micron now posts a negative return of 1.8% year to date, but the firm’s fourth-quarter earnings card, set to be put on the table on September 28, 2021, could re-energize the shares.</p><p><blockquote>美光的业务与股票表现之间存在很大脱节。尽管这家内存公司在2021财年的主要DRAM业务收入增长强劲，毛利率也较高，但美光科技的股价表现却差强人意。美光科技今年迄今的负回报率为1.8%，但该公司将于2021年9月28日公布的第四季度收益卡可能会重振股价。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5c829571acfd54e941f1e37db53c201\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Based off of Micron’s commercial scorecard for the&nbsp;third quarter, the memory firm is in its best shape in years. Micron’s third-quarter revenues soared 36% year over year to $7.4B. The big driver of Micron’s revenue growth this year has been the DRAM business which benefits from strong demand from end markets and increasing average selling prices/ASPs. Micron’s DRAM business generated revenues of $5.4B in the third quarter, showing an increase of 52% year over year and a 23% top line improvement over the prior quarter. DRAM revenues generated 73% of all revenues for the firm and while bit shipments increased only slightly in FQ3’21, average DRAM selling prices jumped 20% quarter over quarter, strongly supporting Micron’s revenue growth.</p><p><blockquote>根据美光科技第三季度的商业记分卡，这家内存公司正处于多年来最好的状态。美光科技第三季度收入同比飙升36%至$7.4 B。美光科技今年收入增长的主要驱动力是DRAM业务，该业务受益于终端市场的强劲需求和不断上涨的平均售价/ASP。美光科技的DRAM业务第三季度收入为$5.4 B，同比增长52%，营收较上一季度增长23%。DRAM收入占该公司总收入的73%，虽然21年第三季度位出货量仅略有增长，但DRAM平均售价环比上涨20%，有力支持了美光的收入增长。</blockquote></p><p> Micron’s second business, the NAND segment, saw relatively moderate revenue growth of 9% year over year to $1.8B in the third quarter and it is not nearly as important as the DRAM business regarding revenue contribution. The NAND segment represents just 24% of Micron’s total revenues, but the percentage is set to increase going forward as the firm accelerates the roll-out of its new 176-layer NAND node which promises better performance and&nbsp;higher read/write speeds&nbsp;compared to previous gen technology.</p><p><blockquote>美光的第二项业务NAND业务第三季度收入同比增长9%至$1.8 B，相对温和，就收入贡献而言，其重要性远不如DRAM业务。NAND部门仅占美光总收入的24%，但随着该公司加速推出新的176层NAND节点，这一比例将会增加，与上一代相比，该节点有望提供更好的性能和更高的读/写速度技术。</blockquote></p><p> Micron’s earnings card for the fourth quarter is just three weeks away, which makes this a good time to discuss what we can expect from Micron’s last fiscal quarter of the year.</p><p><blockquote>距离美光科技第四季度财报仅三周时间，这是讨论我们对美光科技今年最后一个财季的预期的好时机。</blockquote></p><p> Based off of Micron’s guidance, the firm expects sustained business momentum in the fourth-quarter, with revenues expected to shoot up to $8.2B +/- $200 million and gross margins to grow to 47.0% +/- 1%. If Micron hits the base-case forecast, the memory firm is set to increase its revenues 10% quarter over quarter and expand its gross margin by 4.1 PP. In the high case, Micron could generate $8.4B in fourth-quarter revenues (13% quarter over quarter growth) and gross margins of 48.0%, signaling an increase of 5.1 PP, quarter over quarter.</p><p><blockquote>根据美光科技的指引，该公司预计第四季度业务势头将持续，收入预计将飙升至82亿美元+/-2亿美元，毛利率将增长至47.0%+/-1%。如果美光科技达到基本预测，这家内存公司的收入将环比增长10%，毛利率将提高4.1个百分点。在最高情况下，美光第四季度的收入可能为$8.4 B（环比增长13%），毛利率为48.0%，环比增长5.1个百分点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5d89b8802b7996741e4b60b54a54845\" tg-width=\"1222\" tg-height=\"546\" width=\"100%\" height=\"auto\"><span>Source: Micron</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：美光</span></p></blockquote></p><p> It is likely that end markets remained strong in Micron’s fourth quarter - Samsung and SK Hynix forecasted strong memory chip demand for the second half of the year (Source 1&nbsp;and&nbsp;Source 2) - and, because of this, that both DRAM and NAND ASPs continued to see quarter over quarter growth. Samsung is the world's largest DRAM memory chip manufacturer by sales and market share, followed by SK Hynix and then Micron. All three companies saw a boost to their earnings in FY 2021 due to strong market conditions in memory chip markets.</p><p><blockquote>美光第四季度终端市场可能依然强劲——三星和SK海力士预测下半年存储芯片需求强劲（来源1和来源2）——正因为如此，DRAM和NAND的平均售价都继续增长。季度环比增长。按销售额和市场份额计算，三星是全球最大的DRAM存储芯片制造商，其次是SK海力士，然后是美光。由于存储芯片市场强劲的市场状况，这三家公司在2021财年的盈利都有所增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e283b9bc8c553794392443dd078baf1f\" tg-width=\"570\" tg-height=\"355\" width=\"100%\" height=\"auto\"><span>Source: TrendForce, Pulsenews</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：TrendForce、Pulsenews</span></p></blockquote></p><p> The DRAM market is still in a severe supply shortage which is why Micron's average selling prices surged 20% in the last quarter. Micron has said that it expects the chip supply&nbsp;crunch is going to drag into 2022. The supply shortage has its roots in the COVID-19 pandemic and resulted when a quicker than expected rebound in chip demand from the auto industry coincided with surging demand for consumer electronics. By some estimates, the supply shortage could&nbsp;last until 2023.</p><p><blockquote>DRAM市场仍处于严重的供应短缺状态，这也是美光上季度平均售价飙升20%的原因。美光科技表示，预计芯片供应紧缩将持续到2022年。供应短缺的根源在于COVID-19大流行，是由于汽车行业芯片需求反弹快于预期，而消费电子产品需求激增。据估计，供应短缺可能会持续到2023年。</blockquote></p><p></p><p> I don’t expect strengthening DRAM ASP growth for the fourth quarter, but Micron could still see mid-single digit ASP growth in its core DRAM market. For that reason, I estimate that Micron will see an increase in the percentage of revenues generated from DRAM product sales. In FQ3’21, Micron generated 73% of sales from DRAM shipments and this percentage is poised to rise even higher in FQ4’21. Depending on how resilient DRAM product pricing was in Micron’s fourth quarter, the firm could move closer to a 50% gross margin and issue a new, strong forecast for FQ1’22.</p><p><blockquote>我预计第四季度DRAM ASP增长不会加强，但美光在其核心DRAM市场的ASP仍可能实现中个位数增长。因此，我估计美光来自DRAM产品销售的收入比例将会增加。在21年第3季度，美光73%的销售额来自DRAM出货量，这一比例在21年第4季度将进一步上升。根据美光第四季度DRAM产品定价的弹性，该公司的毛利率可能会接近50%，并对22年第一季度发布新的强劲预测。</blockquote></p><p> Micron’s 1-alpha DRAM and 176-layer NAND nodes will likely have seen higher shipment volumes in the fourth quarter. Longer term, I expect Micron’s NAND business to see stronger growth and Micron’s DRAM business to decelerate as the supply shortage in the DRAM market gets resolved and Micron accelerates shipments of its new 176-layer NAND node. Because of Micron’s investments in NAND innovation, Micron could grow the share of NAND-generated revenues from 24% in FQ3’21 to 30-35% over the next 1 or 2 years.</p><p><blockquote>美光的1-alpha DRAM和176层NAND节点在第四季度的出货量可能会更高。从长远来看，我预计随着DRAM市场供应短缺的解决以及美光加速其新型176层NAND节点的出货，美光的NAND业务将出现更强劲的增长，而美光的DRAM业务将减速。由于美光在NAND创新方面的投资，美光可能会在未来1到2年内将NAND产生的收入份额从21年第三季度的24%增加到30-35%。</blockquote></p><p> Micron is growing rapidly and there is no indication that this growth is slowing down. Micron is set to add one billion dollars to its top line in the fourth quarter alone, and growth, so far, is still strengthening. Estimates call for $37.0B in revenues (33% year over year growth) and $11.20 in EPS (87% year over year growth) for FY 2022, implying that Micron’s growth is undervalued at an earnings multiplier factor around seven. Micron’s estimates are rising and refreshed updates after the release of the FQ4’21 earnings card could create fertile ground for a new upleg.</p><p><blockquote>美光正在快速增长，没有迹象表明这种增长正在放缓。仅第四季度，美光科技的营收就将增加10亿美元，而且到目前为止，增长仍在加强。预计看涨期权2022财年的收入为$37.0 B（同比增长33%），每股收益为$11.20（同比增长87%），这意味着美光科技的增长被低估，盈利乘数系数约为7。美光科技的预期正在上升，21年第四季度收益卡发布后的更新可能会为新的上涨创造肥沃的土壤。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d32e2254ff113771bc630708156433b\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Turning to risk, the supply shortage in Micron’s DRAM business fueled DRAM ASP growth this year, but as the market corrects this imbalance, DRAM prices could come down substantially... which is a risk for the stock. Since DRAM sales account for 73% of Micron’s total revenues, falling average DRAM selling prices are poised to weigh on Micron’s commercial performance more than a similar decrease in NAND ASPs would. However, Micron could, potentially, counter some of these DRAM pricing risks by increasing shipments of its newest NAND products. As the company gets ready to scale its NAND business, a decline in DRAM revenues could be counterbalanced by higher NAND revenues. Besides falling DRAM prices, a slowdown in revenue growth and lower gross margins would indicate the end of the current semiconductor cycle and lower capital/stock returns.</p><p><blockquote>转向风险，美光DRAM业务的供应短缺推动了今年DRAM ASP的增长，但随着市场纠正这种不平衡，DRAM价格可能会大幅下降……这对股票来说是一个风险。由于DRAM销售额占美光总收入的73%，因此DRAM平均售价下降对美光商业业绩的影响将超过NAND平均售价的类似下降。然而，美光有可能通过增加其最新NAND产品的出货量来应对其中一些DRAM定价风险。随着该公司准备扩大其NAND业务，DRAM收入的下降可能会被NAND收入的增加所抵消。除了DRAM价格下跌之外，收入增长放缓和毛利率下降将表明当前半导体周期的结束和资本/股票回报的下降。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> For the last fiscal quarter of the year, I expect Micron to table a very strong earnings card with revenues coming in at the top of guidance and gross margins potentially exceeding Micron’s own forecast… which could push shares of Micron into a new upleg.</p><p><blockquote>对于今年最后一个财季，我预计美光科技将公布一份非常强劲的盈利卡，收入将高于指导值，毛利率可能会超过美光科技自己的预测……这可能会推动美光科技的股价进入新的上涨阶段。</blockquote></p><p> Due to strength in consumer end markets, ASPs in both DRAM and NAND segments likely grew at a positive rate in Micron’s fourth quarter. Increased bit shipments for 1-alpha DRAM and 176-layer NAND nodes and a DRAM supply shortage all help to set Micron up for continual growth in FY 2022.</p><p><blockquote>由于消费终端市场的强劲，美光第四季度DRAM和NAND细分市场的平均售价可能都呈正增长。1-alpha DRAM和176层NAND节点的位出货量增加以及DRAM供应短缺都有助于美光在2022财年实现持续增长。</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>Buy Micron Before It's Too Late<blockquote>在为时已晚之前购买美光科技</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\">\nBuy Micron Before It's Too Late<blockquote>在为时已晚之前购买美光科技</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-09-17 16:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Shares of Micron just fell into negative territory for the year.</li>  <li>But, Micron’s revenues and gross margins are still in a period of expansion.</li>  <li>ASP growth in DRAM and NAND and increased bit shipments could push Micron’s margin closer to 50% in the fourth quarter.</li>  <li>Micron’s growth is cheap.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea6943b055b8a3f717a6e1f6c038c065\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>美光科技的股价今年刚刚跌至负值。</li><li>但是，美光的收入和毛利率仍处于扩张期。</li><li>DRAM和NAND的平均售价增长以及位出货量的增加可能会推动美光第四季度的利润率接近50%。</li><li>美光的增长很便宜。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock社论来自Getty Images</span></p></blockquote></p><p> While Micron Technology's (MU) commercial performance is excellent, the firm’s shares have trended downwards since April. But with Micron set to open its books for the fourth quarter at the end of September, the memory company could initiate a new upleg.<b>Micron’s growth has a discount valuation</b></p><p><blockquote>尽管美光科技(MU)的商业业绩非常出色，但该公司的股价自4月份以来一直呈下跌趋势。但随着美光科技将于9月底公布第四季度账目，这家内存公司可能会启动新的上涨。<b>美光科技的增长估值有折扣</b></blockquote></p><p> There is a big disconnect between Micron’s business and stock performance. Although the memory firm has enjoyed strengthening revenue growth in its main DRAM business and higher gross margins in FY 2021, shares of Micron have not performed nearly as well. Micron now posts a negative return of 1.8% year to date, but the firm’s fourth-quarter earnings card, set to be put on the table on September 28, 2021, could re-energize the shares.</p><p><blockquote>美光的业务与股票表现之间存在很大脱节。尽管这家内存公司在2021财年的主要DRAM业务收入增长强劲，毛利率也较高，但美光科技的股价表现却差强人意。美光科技今年迄今的负回报率为1.8%，但该公司将于2021年9月28日公布的第四季度收益卡可能会重振股价。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5c829571acfd54e941f1e37db53c201\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Based off of Micron’s commercial scorecard for the&nbsp;third quarter, the memory firm is in its best shape in years. Micron’s third-quarter revenues soared 36% year over year to $7.4B. The big driver of Micron’s revenue growth this year has been the DRAM business which benefits from strong demand from end markets and increasing average selling prices/ASPs. Micron’s DRAM business generated revenues of $5.4B in the third quarter, showing an increase of 52% year over year and a 23% top line improvement over the prior quarter. DRAM revenues generated 73% of all revenues for the firm and while bit shipments increased only slightly in FQ3’21, average DRAM selling prices jumped 20% quarter over quarter, strongly supporting Micron’s revenue growth.</p><p><blockquote>根据美光科技第三季度的商业记分卡，这家内存公司正处于多年来最好的状态。美光科技第三季度收入同比飙升36%至$7.4 B。美光科技今年收入增长的主要驱动力是DRAM业务，该业务受益于终端市场的强劲需求和不断上涨的平均售价/ASP。美光科技的DRAM业务第三季度收入为$5.4 B，同比增长52%，营收较上一季度增长23%。DRAM收入占该公司总收入的73%，虽然21年第三季度位出货量仅略有增长，但DRAM平均售价环比上涨20%，有力支持了美光的收入增长。</blockquote></p><p> Micron’s second business, the NAND segment, saw relatively moderate revenue growth of 9% year over year to $1.8B in the third quarter and it is not nearly as important as the DRAM business regarding revenue contribution. The NAND segment represents just 24% of Micron’s total revenues, but the percentage is set to increase going forward as the firm accelerates the roll-out of its new 176-layer NAND node which promises better performance and&nbsp;higher read/write speeds&nbsp;compared to previous gen technology.</p><p><blockquote>美光的第二项业务NAND业务第三季度收入同比增长9%至$1.8 B，相对温和，就收入贡献而言，其重要性远不如DRAM业务。NAND部门仅占美光总收入的24%，但随着该公司加速推出新的176层NAND节点，这一比例将会增加，与上一代相比，该节点有望提供更好的性能和更高的读/写速度技术。</blockquote></p><p> Micron’s earnings card for the fourth quarter is just three weeks away, which makes this a good time to discuss what we can expect from Micron’s last fiscal quarter of the year.</p><p><blockquote>距离美光科技第四季度财报仅三周时间，这是讨论我们对美光科技今年最后一个财季的预期的好时机。</blockquote></p><p> Based off of Micron’s guidance, the firm expects sustained business momentum in the fourth-quarter, with revenues expected to shoot up to $8.2B +/- $200 million and gross margins to grow to 47.0% +/- 1%. If Micron hits the base-case forecast, the memory firm is set to increase its revenues 10% quarter over quarter and expand its gross margin by 4.1 PP. In the high case, Micron could generate $8.4B in fourth-quarter revenues (13% quarter over quarter growth) and gross margins of 48.0%, signaling an increase of 5.1 PP, quarter over quarter.</p><p><blockquote>根据美光科技的指引，该公司预计第四季度业务势头将持续，收入预计将飙升至82亿美元+/-2亿美元，毛利率将增长至47.0%+/-1%。如果美光科技达到基本预测，这家内存公司的收入将环比增长10%，毛利率将提高4.1个百分点。在最高情况下，美光第四季度的收入可能为$8.4 B（环比增长13%），毛利率为48.0%，环比增长5.1个百分点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5d89b8802b7996741e4b60b54a54845\" tg-width=\"1222\" tg-height=\"546\" width=\"100%\" height=\"auto\"><span>Source: Micron</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：美光</span></p></blockquote></p><p> It is likely that end markets remained strong in Micron’s fourth quarter - Samsung and SK Hynix forecasted strong memory chip demand for the second half of the year (Source 1&nbsp;and&nbsp;Source 2) - and, because of this, that both DRAM and NAND ASPs continued to see quarter over quarter growth. Samsung is the world's largest DRAM memory chip manufacturer by sales and market share, followed by SK Hynix and then Micron. All three companies saw a boost to their earnings in FY 2021 due to strong market conditions in memory chip markets.</p><p><blockquote>美光第四季度终端市场可能依然强劲——三星和SK海力士预测下半年存储芯片需求强劲（来源1和来源2）——正因为如此，DRAM和NAND的平均售价都继续增长。季度环比增长。按销售额和市场份额计算，三星是全球最大的DRAM存储芯片制造商，其次是SK海力士，然后是美光。由于存储芯片市场强劲的市场状况，这三家公司在2021财年的盈利都有所增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e283b9bc8c553794392443dd078baf1f\" tg-width=\"570\" tg-height=\"355\" width=\"100%\" height=\"auto\"><span>Source: TrendForce, Pulsenews</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：TrendForce、Pulsenews</span></p></blockquote></p><p> The DRAM market is still in a severe supply shortage which is why Micron's average selling prices surged 20% in the last quarter. Micron has said that it expects the chip supply&nbsp;crunch is going to drag into 2022. The supply shortage has its roots in the COVID-19 pandemic and resulted when a quicker than expected rebound in chip demand from the auto industry coincided with surging demand for consumer electronics. By some estimates, the supply shortage could&nbsp;last until 2023.</p><p><blockquote>DRAM市场仍处于严重的供应短缺状态，这也是美光上季度平均售价飙升20%的原因。美光科技表示，预计芯片供应紧缩将持续到2022年。供应短缺的根源在于COVID-19大流行，是由于汽车行业芯片需求反弹快于预期，而消费电子产品需求激增。据估计，供应短缺可能会持续到2023年。</blockquote></p><p></p><p> I don’t expect strengthening DRAM ASP growth for the fourth quarter, but Micron could still see mid-single digit ASP growth in its core DRAM market. For that reason, I estimate that Micron will see an increase in the percentage of revenues generated from DRAM product sales. In FQ3’21, Micron generated 73% of sales from DRAM shipments and this percentage is poised to rise even higher in FQ4’21. Depending on how resilient DRAM product pricing was in Micron’s fourth quarter, the firm could move closer to a 50% gross margin and issue a new, strong forecast for FQ1’22.</p><p><blockquote>我预计第四季度DRAM ASP增长不会加强，但美光在其核心DRAM市场的ASP仍可能实现中个位数增长。因此，我估计美光来自DRAM产品销售的收入比例将会增加。在21年第3季度，美光73%的销售额来自DRAM出货量，这一比例在21年第4季度将进一步上升。根据美光第四季度DRAM产品定价的弹性，该公司的毛利率可能会接近50%，并对22年第一季度发布新的强劲预测。</blockquote></p><p> Micron’s 1-alpha DRAM and 176-layer NAND nodes will likely have seen higher shipment volumes in the fourth quarter. Longer term, I expect Micron’s NAND business to see stronger growth and Micron’s DRAM business to decelerate as the supply shortage in the DRAM market gets resolved and Micron accelerates shipments of its new 176-layer NAND node. Because of Micron’s investments in NAND innovation, Micron could grow the share of NAND-generated revenues from 24% in FQ3’21 to 30-35% over the next 1 or 2 years.</p><p><blockquote>美光的1-alpha DRAM和176层NAND节点在第四季度的出货量可能会更高。从长远来看，我预计随着DRAM市场供应短缺的解决以及美光加速其新型176层NAND节点的出货，美光的NAND业务将出现更强劲的增长，而美光的DRAM业务将减速。由于美光在NAND创新方面的投资，美光可能会在未来1到2年内将NAND产生的收入份额从21年第三季度的24%增加到30-35%。</blockquote></p><p> Micron is growing rapidly and there is no indication that this growth is slowing down. Micron is set to add one billion dollars to its top line in the fourth quarter alone, and growth, so far, is still strengthening. Estimates call for $37.0B in revenues (33% year over year growth) and $11.20 in EPS (87% year over year growth) for FY 2022, implying that Micron’s growth is undervalued at an earnings multiplier factor around seven. Micron’s estimates are rising and refreshed updates after the release of the FQ4’21 earnings card could create fertile ground for a new upleg.</p><p><blockquote>美光正在快速增长，没有迹象表明这种增长正在放缓。仅第四季度，美光科技的营收就将增加10亿美元，而且到目前为止，增长仍在加强。预计看涨期权2022财年的收入为$37.0 B（同比增长33%），每股收益为$11.20（同比增长87%），这意味着美光科技的增长被低估，盈利乘数系数约为7。美光科技的预期正在上升，21年第四季度收益卡发布后的更新可能会为新的上涨创造肥沃的土壤。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d32e2254ff113771bc630708156433b\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Turning to risk, the supply shortage in Micron’s DRAM business fueled DRAM ASP growth this year, but as the market corrects this imbalance, DRAM prices could come down substantially... which is a risk for the stock. Since DRAM sales account for 73% of Micron’s total revenues, falling average DRAM selling prices are poised to weigh on Micron’s commercial performance more than a similar decrease in NAND ASPs would. However, Micron could, potentially, counter some of these DRAM pricing risks by increasing shipments of its newest NAND products. As the company gets ready to scale its NAND business, a decline in DRAM revenues could be counterbalanced by higher NAND revenues. Besides falling DRAM prices, a slowdown in revenue growth and lower gross margins would indicate the end of the current semiconductor cycle and lower capital/stock returns.</p><p><blockquote>转向风险，美光DRAM业务的供应短缺推动了今年DRAM ASP的增长，但随着市场纠正这种不平衡，DRAM价格可能会大幅下降……这对股票来说是一个风险。由于DRAM销售额占美光总收入的73%，因此DRAM平均售价下降对美光商业业绩的影响将超过NAND平均售价的类似下降。然而，美光有可能通过增加其最新NAND产品的出货量来应对其中一些DRAM定价风险。随着该公司准备扩大其NAND业务，DRAM收入的下降可能会被NAND收入的增加所抵消。除了DRAM价格下跌之外，收入增长放缓和毛利率下降将表明当前半导体周期的结束和资本/股票回报的下降。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> For the last fiscal quarter of the year, I expect Micron to table a very strong earnings card with revenues coming in at the top of guidance and gross margins potentially exceeding Micron’s own forecast… which could push shares of Micron into a new upleg.</p><p><blockquote>对于今年最后一个财季，我预计美光科技将公布一份非常强劲的盈利卡，收入将高于指导值，毛利率可能会超过美光科技自己的预测……这可能会推动美光科技的股价进入新的上涨阶段。</blockquote></p><p> Due to strength in consumer end markets, ASPs in both DRAM and NAND segments likely grew at a positive rate in Micron’s fourth quarter. Increased bit shipments for 1-alpha DRAM and 176-layer NAND nodes and a DRAM supply shortage all help to set Micron up for continual growth in FY 2022.</p><p><blockquote>由于消费终端市场的强劲，美光第四季度DRAM和NAND细分市场的平均售价可能都呈正增长。1-alpha DRAM和176层NAND节点的位出货量增加以及DRAM供应短缺都有助于美光在2022财年实现持续增长。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4455688-buy-micron-before-its-too-late\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://seekingalpha.com/article/4455688-buy-micron-before-its-too-late","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179511931","content_text":"Summary\n\nShares of Micron just fell into negative territory for the year.\nBut, Micron’s revenues and gross margins are still in a period of expansion.\nASP growth in DRAM and NAND and increased bit shipments could push Micron’s margin closer to 50% in the fourth quarter.\nMicron’s growth is cheap.\n\nSundry Photography/iStock Editorial via Getty Images\nWhile Micron Technology's (MU) commercial performance is excellent, the firm’s shares have trended downwards since April. But with Micron set to open its books for the fourth quarter at the end of September, the memory company could initiate a new upleg.Micron’s growth has a discount valuation\nThere is a big disconnect between Micron’s business and stock performance. Although the memory firm has enjoyed strengthening revenue growth in its main DRAM business and higher gross margins in FY 2021, shares of Micron have not performed nearly as well. Micron now posts a negative return of 1.8% year to date, but the firm’s fourth-quarter earnings card, set to be put on the table on September 28, 2021, could re-energize the shares.\nData by YCharts\nBased off of Micron’s commercial scorecard for the third quarter, the memory firm is in its best shape in years. Micron’s third-quarter revenues soared 36% year over year to $7.4B. The big driver of Micron’s revenue growth this year has been the DRAM business which benefits from strong demand from end markets and increasing average selling prices/ASPs. Micron’s DRAM business generated revenues of $5.4B in the third quarter, showing an increase of 52% year over year and a 23% top line improvement over the prior quarter. DRAM revenues generated 73% of all revenues for the firm and while bit shipments increased only slightly in FQ3’21, average DRAM selling prices jumped 20% quarter over quarter, strongly supporting Micron’s revenue growth.\nMicron’s second business, the NAND segment, saw relatively moderate revenue growth of 9% year over year to $1.8B in the third quarter and it is not nearly as important as the DRAM business regarding revenue contribution. The NAND segment represents just 24% of Micron’s total revenues, but the percentage is set to increase going forward as the firm accelerates the roll-out of its new 176-layer NAND node which promises better performance and higher read/write speeds compared to previous gen technology.\nMicron’s earnings card for the fourth quarter is just three weeks away, which makes this a good time to discuss what we can expect from Micron’s last fiscal quarter of the year.\nBased off of Micron’s guidance, the firm expects sustained business momentum in the fourth-quarter, with revenues expected to shoot up to $8.2B +/- $200 million and gross margins to grow to 47.0% +/- 1%. If Micron hits the base-case forecast, the memory firm is set to increase its revenues 10% quarter over quarter and expand its gross margin by 4.1 PP. In the high case, Micron could generate $8.4B in fourth-quarter revenues (13% quarter over quarter growth) and gross margins of 48.0%, signaling an increase of 5.1 PP, quarter over quarter.\nSource: Micron\nIt is likely that end markets remained strong in Micron’s fourth quarter - Samsung and SK Hynix forecasted strong memory chip demand for the second half of the year (Source 1 and Source 2) - and, because of this, that both DRAM and NAND ASPs continued to see quarter over quarter growth. Samsung is the world's largest DRAM memory chip manufacturer by sales and market share, followed by SK Hynix and then Micron. All three companies saw a boost to their earnings in FY 2021 due to strong market conditions in memory chip markets.\nSource: TrendForce, Pulsenews\nThe DRAM market is still in a severe supply shortage which is why Micron's average selling prices surged 20% in the last quarter. Micron has said that it expects the chip supply crunch is going to drag into 2022. The supply shortage has its roots in the COVID-19 pandemic and resulted when a quicker than expected rebound in chip demand from the auto industry coincided with surging demand for consumer electronics. By some estimates, the supply shortage could last until 2023.\nI don’t expect strengthening DRAM ASP growth for the fourth quarter, but Micron could still see mid-single digit ASP growth in its core DRAM market. For that reason, I estimate that Micron will see an increase in the percentage of revenues generated from DRAM product sales. In FQ3’21, Micron generated 73% of sales from DRAM shipments and this percentage is poised to rise even higher in FQ4’21. Depending on how resilient DRAM product pricing was in Micron’s fourth quarter, the firm could move closer to a 50% gross margin and issue a new, strong forecast for FQ1’22.\nMicron’s 1-alpha DRAM and 176-layer NAND nodes will likely have seen higher shipment volumes in the fourth quarter. Longer term, I expect Micron’s NAND business to see stronger growth and Micron’s DRAM business to decelerate as the supply shortage in the DRAM market gets resolved and Micron accelerates shipments of its new 176-layer NAND node. Because of Micron’s investments in NAND innovation, Micron could grow the share of NAND-generated revenues from 24% in FQ3’21 to 30-35% over the next 1 or 2 years.\nMicron is growing rapidly and there is no indication that this growth is slowing down. Micron is set to add one billion dollars to its top line in the fourth quarter alone, and growth, so far, is still strengthening. Estimates call for $37.0B in revenues (33% year over year growth) and $11.20 in EPS (87% year over year growth) for FY 2022, implying that Micron’s growth is undervalued at an earnings multiplier factor around seven. Micron’s estimates are rising and refreshed updates after the release of the FQ4’21 earnings card could create fertile ground for a new upleg.\nData by YCharts\nTurning to risk, the supply shortage in Micron’s DRAM business fueled DRAM ASP growth this year, but as the market corrects this imbalance, DRAM prices could come down substantially... which is a risk for the stock. Since DRAM sales account for 73% of Micron’s total revenues, falling average DRAM selling prices are poised to weigh on Micron’s commercial performance more than a similar decrease in NAND ASPs would. However, Micron could, potentially, counter some of these DRAM pricing risks by increasing shipments of its newest NAND products. As the company gets ready to scale its NAND business, a decline in DRAM revenues could be counterbalanced by higher NAND revenues. Besides falling DRAM prices, a slowdown in revenue growth and lower gross margins would indicate the end of the current semiconductor cycle and lower capital/stock returns.\nConclusion\nFor the last fiscal quarter of the year, I expect Micron to table a very strong earnings card with revenues coming in at the top of guidance and gross margins potentially exceeding Micron’s own forecast… which could push shares of Micron into a new upleg.\nDue to strength in consumer end markets, ASPs in both DRAM and NAND segments likely grew at a positive rate in Micron’s fourth quarter. Increased bit shipments for 1-alpha DRAM and 176-layer NAND nodes and a DRAM supply shortage all help to set Micron up for continual growth in FY 2022.","news_type":1,"symbols_score_info":{"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813485830,"gmtCreate":1630230795420,"gmtModify":1704957294745,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089383496572850","idStr":"4089383496572850"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813485830","repostId":"1129129956","repostType":4,"repost":{"id":"1129129956","kind":"news","pubTimestamp":1630201285,"share":"https://www.laohu8.com/m/news/1129129956?lang=zh_CN&edition=full","pubTime":"2021-08-29 09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company  merger. In a race to disrupt residential ","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>  <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>  <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying业务是一场做大的竞赛，Opendoor正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有SPAC都持悲观态度，这使得Opendoor成为最终可能带来巨额回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company&nbsp;<b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>开门技术</b>（纳斯达克：OPEN）自通过特殊目的收购公司（SPAC）合并上市以来，三个季度的执行情况一直处于高水平。在颠覆全球最大市场之一住宅房地产的竞赛中，Opendoor的长期潜力可能会为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上行空间，市场尚未欣赏Opendoor的成就；该股较高点下跌超过50%。有三个重要线索表明，对于大胆的投资者来说，Opendoor可能是一个引人注目的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1.Opendoor正在赢得iBuying之战</h3>美国传统的购房流程缓慢，由多方处理，包括代理人、律师、检查员和银行家。这造成了大量来回的文书工作，平均将流程拖到30多天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念，即房屋的买卖是数字化的，像Opendoor这样的公司直接与卖家合作，为他们提供现金报价和数字化成交流程。然后公司在市场上转售房子。iBuying流程省去了代理商和一些与传统成交相关的费用，如代理商佣金。然后Opendoor在市场上转售房屋，并收取高达5%的交易服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including&nbsp;<b>Zillow Group</b>&nbsp;and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到Opendoor凭借iBuying概念稳步增长后，竞争对手也开始提供iBuying服务，包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型程度（买卖数千套房屋需要大量资金）以及房地产市场的价格竞争力，这些公司都在竞相做大。随着公司买卖更多房屋，他们有能力通过利用外包承包商来节省资金来获得更多利润，并且随着交易数量的增加，其定价算法也会改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据，Opendoor一直拥有最多的待售房屋库存。该公司目前约有3,300套待售房屋，比Zillow多53%，是Offerpad的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2、营收增速提前</h3>当公司通过SpacMerger上市时，他们会公开介绍自己的业务，通常包括长期增长预测。大约一年前，即2020年9月，Opendoor发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近的2021年第二季度收益看涨期权。首席执行官兼创始人Eric Wu在财报看涨期权上表示，“……根据我们目前的进展，我们下半年的收入运行率有望超过2023年的目标，比计划提前了整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说，如果Opendoor按照目前的业务水平运营12个月，它将超过2023年预计的98亿美元收入。这是一个被忽视的点，因为如果Opendoor已经比其最初的增长曲线提前了两年，那么到2023年它会在哪里？当然，房地产市场下滑或其他事件可能会扰乱公司的增长速度，但Opendoor正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC失宠于市场……机会？</h3>投资者忽略了这一强劲表现，而是关注Opendoor通过SPAC合并加入公开市场的事实。对于前SPAC来说，经营业绩或收益如何并不重要；几个月来，股市几乎一直在抛售所有基于SPAC的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“不良苹果”公司的欺诈行为感到震惊，而其他公司也严重未能实现上市前的预测。这些事件激怒了相关人员，投资者对SPAC整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像Opendoor这样的公司继续超出预期，市场最终可能会好转。当这种情况发生时，股价可能会大幅波动。如果我们采纳Eric Wu对收入的评论，并假设Opendoor在2022年的销售额为100亿美元（换句话说，Opendoor在接下来的一年里停止增长并保持目前的速度），那么该股目前的市销率(P/S)比率仅为1.0。这是一个便宜的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手Zillow Group的市盈率超过3，反映了Opendoor作为前SPAC的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is&nbsp;poised to be a big player&nbsp;in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场，也是一个复杂的行业，因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>“但似乎可以肯定的是，如果该公司继续保持这样的表现，它将成为房地产未来的重要参与者。</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>This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-08-29 09:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>  <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>  <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying业务是一场做大的竞赛，Opendoor正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有SPAC都持悲观态度，这使得Opendoor成为最终可能带来巨额回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company&nbsp;<b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>开门技术</b>（纳斯达克：OPEN）自通过特殊目的收购公司（SPAC）合并上市以来，三个季度的执行情况一直处于高水平。在颠覆全球最大市场之一住宅房地产的竞赛中，Opendoor的长期潜力可能会为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上行空间，市场尚未欣赏Opendoor的成就；该股较高点下跌超过50%。有三个重要线索表明，对于大胆的投资者来说，Opendoor可能是一个引人注目的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1.Opendoor正在赢得iBuying之战</h3>美国传统的购房流程缓慢，由多方处理，包括代理人、律师、检查员和银行家。这造成了大量来回的文书工作，平均将流程拖到30多天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念，即房屋的买卖是数字化的，像Opendoor这样的公司直接与卖家合作，为他们提供现金报价和数字化成交流程。然后公司在市场上转售房子。iBuying流程省去了代理商和一些与传统成交相关的费用，如代理商佣金。然后Opendoor在市场上转售房屋，并收取高达5%的交易服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including&nbsp;<b>Zillow Group</b>&nbsp;and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到Opendoor凭借iBuying概念稳步增长后，竞争对手也开始提供iBuying服务，包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型程度（买卖数千套房屋需要大量资金）以及房地产市场的价格竞争力，这些公司都在竞相做大。随着公司买卖更多房屋，他们有能力通过利用外包承包商来节省资金来获得更多利润，并且随着交易数量的增加，其定价算法也会改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据，Opendoor一直拥有最多的待售房屋库存。该公司目前约有3,300套待售房屋，比Zillow多53%，是Offerpad的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2、营收增速提前</h3>当公司通过SpacMerger上市时，他们会公开介绍自己的业务，通常包括长期增长预测。大约一年前，即2020年9月，Opendoor发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近的2021年第二季度收益看涨期权。首席执行官兼创始人Eric Wu在财报看涨期权上表示，“……根据我们目前的进展，我们下半年的收入运行率有望超过2023年的目标，比计划提前了整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说，如果Opendoor按照目前的业务水平运营12个月，它将超过2023年预计的98亿美元收入。这是一个被忽视的点，因为如果Opendoor已经比其最初的增长曲线提前了两年，那么到2023年它会在哪里？当然，房地产市场下滑或其他事件可能会扰乱公司的增长速度，但Opendoor正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC失宠于市场……机会？</h3>投资者忽略了这一强劲表现，而是关注Opendoor通过SPAC合并加入公开市场的事实。对于前SPAC来说，经营业绩或收益如何并不重要；几个月来，股市几乎一直在抛售所有基于SPAC的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“不良苹果”公司的欺诈行为感到震惊，而其他公司也严重未能实现上市前的预测。这些事件激怒了相关人员，投资者对SPAC整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像Opendoor这样的公司继续超出预期，市场最终可能会好转。当这种情况发生时，股价可能会大幅波动。如果我们采纳Eric Wu对收入的评论，并假设Opendoor在2022年的销售额为100亿美元（换句话说，Opendoor在接下来的一年里停止增长并保持目前的速度），那么该股目前的市销率(P/S)比率仅为1.0。这是一个便宜的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手Zillow Group的市盈率超过3，反映了Opendoor作为前SPAC的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is&nbsp;poised to be a big player&nbsp;in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场，也是一个复杂的行业，因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>“但似乎可以肯定的是，如果该公司继续保持这样的表现，它将成为房地产未来的重要参与者。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OPEN":"Opendoor Technologies Inc"},"source_url":"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129129956","content_text":"Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.\n\n\nReal estate iBuying company Opendoor Technologies(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.\nDespite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.\n1. Opendoor is winning the iBuying battle\nThe traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.\nOpendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.\nAfter seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including Zillow Group and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.\nAccording to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.\n2. Revenue growth is ahead of schedule\nWhen companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.\nFast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"\nIn other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.\n3. SPACs are out of favor with the market... opportunity?\nInvestors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.\nInvestors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.\nBut if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.\nCompetitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.\nHere's the bottom line\nReal estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"Amazon\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.","news_type":1,"symbols_score_info":{"OPEN":0.9}},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":698846666,"gmtCreate":1640351664646,"gmtModify":1640351664966,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089383496572850","idStr":"4089383496572850"},"themes":[],"htmlText":"Why I can't see the chart?","listText":"Why I can't see the chart?","text":"Why I can't see the chart?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698846666","repostId":"1122704248","repostType":4,"repost":{"id":"1122704248","kind":"news","pubTimestamp":1640346833,"share":"https://www.laohu8.com/m/news/1122704248?lang=zh_CN&edition=full","pubTime":"2021-12-24 19:53","market":"us","language":"en","title":"3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122704248","media":"Motley Fool","summary":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some","content":"<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.</p><p><blockquote>投资者对电动汽车（EV）公司感到非常兴奋。过去两年，一些股票的涨幅非常大。现在，该行业的前景似乎正在明朗，因此投资者可以更好地了解参与者是谁，以及电动汽车制造商将在多长时间内推出新产品。</blockquote></p><p> Beyond just looking at the exciting new products and potentially huge market,investors should research&nbsp;details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.</p><p><blockquote>除了关注令人兴奋的新产品和潜在的巨大市场之外，投资者还应该研究有助于比较和对比电动汽车制造商的细节。如果您现在有兴趣深入研究，下面的三张图表将提供一些值得您在投资前考虑的数据。</blockquote></p><p> <b>Returns have been unpredictable</b></p><p><blockquote><b>回报是不可预测的</b></blockquote></p><p> Many have bought into the EV sector looking for large, market-beating returns. While shares of EV leader<b>Tesla</b>(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:</p><p><blockquote>许多人买入电动汽车行业，寻求超越市场的巨额回报。而电动汽车领导者的股票<b>特斯拉</b>（纳斯达克：TSLA）去年飙升，随着公开交易名称领域的增长，回报却不一致。投资者需要为一路上的大幅波动做好准备。下图显示了美国和中国电动汽车制造商最近六个月的回报：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/628cf15ff39a9f1a896ba56a7db9020d\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>DATA BYYCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts。</span></p></blockquote></p><p> Even the strong returns from Tesla and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;and&nbsp;<b>XPeng</b>(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.<b>Lordstown Motors</b>(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.</p><p><blockquote>即使特斯拉的强劲回报和<b>Lucid集团</b>（纳斯达克：LCID）股票在过去两个月里出现了大幅波动。尽管中国电动汽车制造商<b>蔚来</b>（纽约证券交易所代码：蔚来）和<b>小鹏</b>（纽约证券交易所股票代码：XPEV）的销售额一直在快速增长，但其股价自2021年6月以来有所回落。<b>洛兹敦汽车公司</b>（纳斯达克：RIDE）是Endurance全电动工作卡车的制造商，该公司一直在苦苦挣扎，股东今年为此付出了代价。教训是，会有赢家和输家，电动汽车股票的走势可能会迅速而极端。</blockquote></p><p> <b>There's plenty of demand</b></p><p><blockquote><b>需求很大</b></blockquote></p><p> Just looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:</p><p><blockquote>当然，仅仅关注股价走势并不能说明全部情况。虽然蔚来和小鹏汽车的股价在过去半年没有上涨，但两家公司的销售额在2021年前9个月都猛增，如下所示：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2201193c16f33bc21f52f5aacebbea\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者绘制的图表。*小鹏2021年与2020年最后三个季度的比较。</span></p></blockquote></p><p> Tesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent&nbsp;market capitalizations&nbsp;of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.</p><p><blockquote>与去年同期相比，特斯拉2021年前9个月的交付量几乎翻了一番。但小鹏汽车和蔚来汽车的交付量增长速度要快得多，尽管这两家中国公司的发展基础要小得多。由于两者的估值已经很高，最近的市值分别约为360亿美元和480亿美元，投资者近几个月来纷纷抛售股票。全球需求强劲且不断增长，但这不会自动导致股价上涨。</blockquote></p><p> <b>Profitability will take time</b></p><p><blockquote><b>盈利需要时间</b></blockquote></p><p> Investors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:</p><p><blockquote>任何企业的投资者都需要关注底线。然而，早期成长型公司不一定会很快盈利。尤其是像汽车制造这样的高固定成本业务，利润只会随着规模而来。如下图所示，目前很少有电动汽车制造商实现盈利：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32eab03a7b97ed8deb8757e127924d51\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者图表。</span></p></blockquote></p><p> Tesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .</p><p><blockquote>特斯拉在2021年第三季度报告利润超过16亿美元，引领行业。</blockquote></p><p> BYD is perhaps a less well-known Chinese EV company, and it sells more than just&nbsp;electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.</p><p><blockquote>比亚迪可能是一家不太知名的中国电动汽车公司，它销售的不仅仅是电动汽车；它还生产电池、电动公交车和传统内燃机汽车。但其“新能源汽车”——包括插电式混合动力汽车——占其11月份交付的近10万辆新能源乘用车的90%以上。</blockquote></p><p> Lucid and&nbsp;<b>Rivian Automotive</b>(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.</p><p><blockquote>清醒和<b>Rivian汽车</b>（纳斯达克：RIVN）最近受到了很多关注，但他们几乎没有开始发货；那里的损失将持续一段时间，直到这些公司达到规模。投资者希望蔚来和小鹏汽车尽快实现盈利，因为两者都在增长销量并扩大产品供应。但对该行业感兴趣的投资者需要做好漫长道路的准备，才能预期盈利。</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>3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</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\">\n3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-24 19:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.</p><p><blockquote>投资者对电动汽车（EV）公司感到非常兴奋。过去两年，一些股票的涨幅非常大。现在，该行业的前景似乎正在明朗，因此投资者可以更好地了解参与者是谁，以及电动汽车制造商将在多长时间内推出新产品。</blockquote></p><p> Beyond just looking at the exciting new products and potentially huge market,investors should research&nbsp;details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.</p><p><blockquote>除了关注令人兴奋的新产品和潜在的巨大市场之外，投资者还应该研究有助于比较和对比电动汽车制造商的细节。如果您现在有兴趣深入研究，下面的三张图表将提供一些值得您在投资前考虑的数据。</blockquote></p><p> <b>Returns have been unpredictable</b></p><p><blockquote><b>回报是不可预测的</b></blockquote></p><p> Many have bought into the EV sector looking for large, market-beating returns. While shares of EV leader<b>Tesla</b>(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:</p><p><blockquote>许多人买入电动汽车行业，寻求超越市场的巨额回报。而电动汽车领导者的股票<b>特斯拉</b>（纳斯达克：TSLA）去年飙升，随着公开交易名称领域的增长，回报却不一致。投资者需要为一路上的大幅波动做好准备。下图显示了美国和中国电动汽车制造商最近六个月的回报：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/628cf15ff39a9f1a896ba56a7db9020d\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>DATA BYYCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts。</span></p></blockquote></p><p> Even the strong returns from Tesla and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;and&nbsp;<b>XPeng</b>(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.<b>Lordstown Motors</b>(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.</p><p><blockquote>即使特斯拉的强劲回报和<b>Lucid集团</b>（纳斯达克：LCID）股票在过去两个月里出现了大幅波动。尽管中国电动汽车制造商<b>蔚来</b>（纽约证券交易所代码：蔚来）和<b>小鹏</b>（纽约证券交易所股票代码：XPEV）的销售额一直在快速增长，但其股价自2021年6月以来有所回落。<b>洛兹敦汽车公司</b>（纳斯达克：RIDE）是Endurance全电动工作卡车的制造商，该公司一直在苦苦挣扎，股东今年为此付出了代价。教训是，会有赢家和输家，电动汽车股票的走势可能会迅速而极端。</blockquote></p><p> <b>There's plenty of demand</b></p><p><blockquote><b>需求很大</b></blockquote></p><p> Just looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:</p><p><blockquote>当然，仅仅关注股价走势并不能说明全部情况。虽然蔚来和小鹏汽车的股价在过去半年没有上涨，但两家公司的销售额在2021年前9个月都猛增，如下所示：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2201193c16f33bc21f52f5aacebbea\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者绘制的图表。*小鹏2021年与2020年最后三个季度的比较。</span></p></blockquote></p><p> Tesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent&nbsp;market capitalizations&nbsp;of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.</p><p><blockquote>与去年同期相比，特斯拉2021年前9个月的交付量几乎翻了一番。但小鹏汽车和蔚来汽车的交付量增长速度要快得多，尽管这两家中国公司的发展基础要小得多。由于两者的估值已经很高，最近的市值分别约为360亿美元和480亿美元，投资者近几个月来纷纷抛售股票。全球需求强劲且不断增长，但这不会自动导致股价上涨。</blockquote></p><p> <b>Profitability will take time</b></p><p><blockquote><b>盈利需要时间</b></blockquote></p><p> Investors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:</p><p><blockquote>任何企业的投资者都需要关注底线。然而，早期成长型公司不一定会很快盈利。尤其是像汽车制造这样的高固定成本业务，利润只会随着规模而来。如下图所示，目前很少有电动汽车制造商实现盈利：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32eab03a7b97ed8deb8757e127924d51\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者图表。</span></p></blockquote></p><p> Tesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .</p><p><blockquote>特斯拉在2021年第三季度报告利润超过16亿美元，引领行业。</blockquote></p><p> BYD is perhaps a less well-known Chinese EV company, and it sells more than just&nbsp;electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.</p><p><blockquote>比亚迪可能是一家不太知名的中国电动汽车公司，它销售的不仅仅是电动汽车；它还生产电池、电动公交车和传统内燃机汽车。但其“新能源汽车”——包括插电式混合动力汽车——占其11月份交付的近10万辆新能源乘用车的90%以上。</blockquote></p><p> Lucid and&nbsp;<b>Rivian Automotive</b>(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.</p><p><blockquote>清醒和<b>Rivian汽车</b>（纳斯达克：RIVN）最近受到了很多关注，但他们几乎没有开始发货；那里的损失将持续一段时间，直到这些公司达到规模。投资者希望蔚来和小鹏汽车尽快实现盈利，因为两者都在增长销量并扩大产品供应。但对该行业感兴趣的投资者需要做好漫长道路的准备，才能预期盈利。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","RIVN":"Rivian Automotive, Inc.","NIO":"蔚来","TSLA":"特斯拉","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122704248","content_text":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.\nBeyond just looking at the exciting new products and potentially huge market,investors should research details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.\nReturns have been unpredictable\nMany have bought into the EV sector looking for large, market-beating returns. While shares of EV leaderTesla(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:\nDATA BYYCHARTS.\nEven the strong returns from Tesla and Lucid Group(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers Nio(NYSE:NIO) and XPeng(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.Lordstown Motors(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.\nThere's plenty of demand\nJust looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.\nTesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent market capitalizations of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.\nProfitability will take time\nInvestors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.\nTesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .\nBYD is perhaps a less well-known Chinese EV company, and it sells more than just electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.\nLucid and Rivian Automotive(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.","news_type":1,"symbols_score_info":{"NIO":0.9,"RIVN":0.9,"LCID":0.9,"XPEV":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698910584,"gmtCreate":1640273842553,"gmtModify":1640273966970,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089383496572850","idStr":"4089383496572850"},"themes":[],"htmlText":"Drop like no tomorrow","listText":"Drop like no tomorrow","text":"Drop like no tomorrow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/698910584","repostId":"1169545714","repostType":4,"repost":{"id":"1169545714","kind":"news","pubTimestamp":1640272530,"share":"https://www.laohu8.com/m/news/1169545714?lang=zh_CN&edition=full","pubTime":"2021-12-23 23:15","market":"us","language":"en","title":"Nio is on watch with attractive buying opportunity called out by Deutsche Bank<blockquote>德意志银行呼吁蔚来有吸引力的买入机会，受到关注</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169545714","media":"seekingalpha","summary":"Niois a new addition to the fresh money list at Deutsche Bank on what it calls an attractive buying opportunity heading into the new year.Analyst Edison Yu: \"With the stock having underperformed materially in recent months, we see a great entry point setting up for a pivotal 2022. Investor sentiment has been lackluster due to lack of new vehicles and supply chain constraints, and most recently, the heightened US delisting risk. We believe these headwinds can all reverse in the coming 12 months w","content":"<p>Nio(NYSE:NIO)is a new addition to the fresh money list at Deutsche Bank on what it calls an attractive&nbsp;buying opportunity heading into the new year.</p><p><blockquote>蔚来（纽约证券交易所股票代码：蔚来）是德意志银行新鲜资金名单上的新成员，该银行认为这是进入新的一年的一个有吸引力的买入机会。</blockquote></p><p> Analyst Edison Yu: \"With the stock having underperformed materially in recent months, we see a great entry point setting up for a pivotal 2022. Investor sentiment has been lackluster due to lack of new vehicles and supply chain constraints, and most recently, the heightened US delisting risk. We believe these headwinds can all reverse in the coming 12 months with NIO launching 3 new models over the next 12 months and boosting manufacturing capacity from 120k to 600k.\"</p><p><blockquote>分析师Edison Yu：“由于该股近几个月表现严重不佳，我们认为关键的2022年将迎来一个绝佳的切入点。由于缺乏新车和供应链限制，投资者情绪一直低迷，最近美国退市风险加剧。我们相信，随着蔚来在未来12个月内推出3款新车型，并将产能从12万辆提高到60万辆，这些不利因素都可能在未来12个月内扭转。”</blockquote></p><p> Yu points to a big year for the ET5 model in particular.</p><p><blockquote>Yu特别指出ET5车型今年是重要的一年。</blockquote></p><p> Deutsche Bank keeps a Buy rating on the Chinese EV stock.</p><p><blockquote>德意志银行维持对中国电动汽车股票的买入评级。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio is on watch with attractive buying opportunity called out by Deutsche Bank<blockquote>德意志银行呼吁蔚来有吸引力的买入机会，受到关注</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio is on watch with attractive buying opportunity called out by Deutsche Bank<blockquote>德意志银行呼吁蔚来有吸引力的买入机会，受到关注</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-12-23 23:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Nio(NYSE:NIO)is a new addition to the fresh money list at Deutsche Bank on what it calls an attractive&nbsp;buying opportunity heading into the new year.</p><p><blockquote>蔚来（纽约证券交易所股票代码：蔚来）是德意志银行新鲜资金名单上的新成员，该银行认为这是进入新的一年的一个有吸引力的买入机会。</blockquote></p><p> Analyst Edison Yu: \"With the stock having underperformed materially in recent months, we see a great entry point setting up for a pivotal 2022. Investor sentiment has been lackluster due to lack of new vehicles and supply chain constraints, and most recently, the heightened US delisting risk. We believe these headwinds can all reverse in the coming 12 months with NIO launching 3 new models over the next 12 months and boosting manufacturing capacity from 120k to 600k.\"</p><p><blockquote>分析师Edison Yu：“由于该股近几个月表现严重不佳，我们认为关键的2022年将迎来一个绝佳的切入点。由于缺乏新车和供应链限制，投资者情绪一直低迷，最近美国退市风险加剧。我们相信，随着蔚来在未来12个月内推出3款新车型，并将产能从12万辆提高到60万辆，这些不利因素都可能在未来12个月内扭转。”</blockquote></p><p> Yu points to a big year for the ET5 model in particular.</p><p><blockquote>Yu特别指出ET5车型今年是重要的一年。</blockquote></p><p> Deutsche Bank keeps a Buy rating on the Chinese EV stock.</p><p><blockquote>德意志银行维持对中国电动汽车股票的买入评级。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3783031-nio-is-on-watch-with-attractive-buying-opportunity-called-out-by-deutsche-bank\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/news/3783031-nio-is-on-watch-with-attractive-buying-opportunity-called-out-by-deutsche-bank","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169545714","content_text":"Nio(NYSE:NIO)is a new addition to the fresh money list at Deutsche Bank on what it calls an attractive buying opportunity heading into the new year.\nAnalyst Edison Yu: \"With the stock having underperformed materially in recent months, we see a great entry point setting up for a pivotal 2022. Investor sentiment has been lackluster due to lack of new vehicles and supply chain constraints, and most recently, the heightened US delisting risk. We believe these headwinds can all reverse in the coming 12 months with NIO launching 3 new models over the next 12 months and boosting manufacturing capacity from 120k to 600k.\"\nYu points to a big year for the ET5 model in particular.\nDeutsche Bank keeps a Buy rating on the Chinese EV stock.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812299784,"gmtCreate":1630588982148,"gmtModify":1631893181726,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089383496572850","idStr":"4089383496572850"},"themes":[],"htmlText":"Good news?","listText":"Good news?","text":"Good news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/812299784","repostId":"2164847718","repostType":4,"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}