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- JaminwuJaminwu
  ·2021-09-08
  nicee
  非常抱歉，此主贴已删除
  1,454 评论
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- JaminwuJaminwu
  ·2021-09-01
  swee. ** want to curb piracy
  非常抱歉，此主贴已删除
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- JaminwuJaminwu
  ·2021-08-31
  i just need to break even and sell ;')
  Why Amazon Stock Rose Monday<blockquote>为什么亚马逊股价周一上涨</blockquote>
  What happened Shares of Amazon.com are up a modest 2.4% as of 1:30 p.m. EDT on Monday -- which may n
  Why Amazon Stock Rose Monday<blockquote>为什么亚马逊股价周一上涨</blockquote>
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- JaminwuJaminwu
  ·2021-08-06
  drop more
  Why Fiverr's Stock Dropped 24% on Thursday<blockquote>为什么Fiverr股价周四下跌24%</blockquote>
  The second quarter was great, but guidance left a lot to be desired for investors. Key Points Growt
  Why Fiverr's Stock Dropped 24% on Thursday<blockquote>为什么Fiverr股价周四下跌24%</blockquote>
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- JaminwuJaminwu
  ·2021-08-02
  wow
  Amazon is Running Out of Storage Space...And Manpower<blockquote>亚马逊的存储空间即将耗尽...及人力</blockquote>
  There were weeks last year when Amazon.com, the world's largest e-commerce company, turned away stoc
  Amazon is Running Out of Storage Space...And Manpower<blockquote>亚马逊的存储空间即将耗尽...及人力</blockquote>
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- JaminwuJaminwu
  ·2021-07-27
  ok la
  非常抱歉，此主贴已删除
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- JaminwuJaminwu
  ·2021-07-19
  dayum
  非常抱歉，此主贴已删除
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- JaminwuJaminwu
  ·2021-07-19
  alright
  非常抱歉，此主贴已删除
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- JaminwuJaminwu
  ·2021-07-19
  solid
  非常抱歉，此主贴已删除
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- JaminwuJaminwu
  ·2021-07-12
  but why still dropping :'(
  XPeng: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电动化的领导者</blockquote>
  Summary The aggressive growth of deliveries should help XPeng to continue to improve its top-line p
  XPeng: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电动化的领导者</blockquote>
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** want to curb piracy","listText":"swee. ** want to curb piracy","text":"swee. ** want to curb piracy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816692680","repostId":"2163859671","repostType":2,"isVote":1,"tweetType":1,"viewCount":1484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818524512,"gmtCreate":1630420759736,"gmtModify":1633678182028,"author":{"id":"3575423014243315","authorId":"3575423014243315","name":"Jaminwu","avatar":"https://static.tigerbbs.com/e406a9629077a6d66bf3ea9d74b7b538","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575423014243315","authorIdStr":"3575423014243315"},"themes":[],"htmlText":"i just need to break even and sell ;')","listText":"i just need to break even and sell ;')","text":"i just need to break even and sell ;')","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818524512","repostId":"1154368976","repostType":2,"repost":{"id":"1154368976","kind":"news","pubTimestamp":1630369616,"share":"https://www.laohu8.com/m/news/1154368976?lang=zh_CN&edition=full","pubTime":"2021-08-31 08:26","market":"us","language":"en","title":"Why Amazon Stock Rose Monday<blockquote>为什么亚马逊股价周一上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154368976","media":"Motley Fool","summary":"What happened\nShares of Amazon.com are up a modest 2.4% as of 1:30 p.m. EDT on Monday -- which may n","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> Shares of&nbsp;<b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a></b>&nbsp;are up a modest 2.4% as of 1:30 p.m. EDT on Monday -- which may not sound like much, but on a $1.7 trillion stock, it equates to an additional $40.8<i>billion</i>in market capitalization.</p><p><blockquote>本公司之股份<b><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></b>截至下午1:30小幅上涨2.4%美国东部时间周一——这听起来可能不多，但对于价值1.7万亿美元的股票来说，这相当于额外增加了40.8美元<i>十亿</i>在市值方面。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Why are Amazon shares up so much?</p><p><blockquote>为什么亚马逊股价上涨这么多？</blockquote></p><p> To find out, let's go back in time to Friday afternoon, when buy now, pay later (BNPL) stock&nbsp;<b>Affirm</b>&nbsp;<b>Holdings</b>&nbsp;announced that Amazon will begin allowing customers to choose its service as a payment option&nbsp;during checkout.</p><p><blockquote>为了找到答案，让我们回到周五下午，当时先买后付(BNPL)股票<b>申明</b> <b>控股</b>宣布亚马逊将开始允许客户在结账时选择其服务作为支付选项。</blockquote></p><p> Now, this is obviously bigger news for Affirm than for Amazon. The former's stock is up 43.5% on the news, gaining 20 times as much as Amazon's shares are. But this is also an incremental positive for Amazon itself. It will be able to offer customers who spend $50 or more an alternative to paying up front in cash, buying with a credit card (which they might not have or might not want to use), or paying interest on their purchases (shorter-term Affirm payment options don't charge interest).</p><p><blockquote>现在，这对Affirm来说显然是比亚马逊更大的消息。受此消息影响，前者股价上涨43.5%，涨幅是亚马逊股价的20倍。但这对亚马逊本身来说也是一个增量利好。它将能够为消费50美元或以上的客户提供一种替代方案，即预付现金、用信用卡购买（他们可能没有或不想使用信用卡）或支付购买利息（短期确认付款选项不收取利息）。</blockquote></p><p> Instead, they can simply pay for larger purchases through an installment plan with Affirm.</p><p><blockquote>相反，他们可以通过Affirm的分期付款计划简单地支付大额购买费用。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> On the <a href=\"https://laohu8.com/S/AONE.U\">one</a> hand, this new payment option may increase spending at Amazon, which would be good news for the company. On the other hand, you have to imagine there will be some cannibalization of purchases through Amazon's Prime Rewards, Prime Store, and Prime Secured credit cards. And that would imply that Amazon will be giving up at least some of the revenue that it gets from its credit card partners in exchange for making a little more by (hopefully) scoring more sales with Affirm.</p><p><blockquote>在<a href=\"https://laohu8.com/S/AONE.U\">一</a>另一方面，这种新的支付方式可能会增加亚马逊的支出，这对该公司来说是个好消息。另一方面，你必须想象通过亚马逊的Prime Rewards、Prime Store和Prime Secured信用卡购买的商品会出现一些蚕食。这意味着亚马逊将放弃至少部分从信用卡合作伙伴那里获得的收入，以换取通过（希望）通过Affirm获得更多销售额来赚取更多收入。</blockquote></p><p> Whether the latter outweighs the former will determine if this is as good news for Amazon asit's already turned out to be for Affirm.</p><p><blockquote>后者是否超过前者将决定这对亚马逊来说是否像Affirm一样是个好消息。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Amazon Stock Rose Monday<blockquote>为什么亚马逊股价周一上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Amazon Stock Rose Monday<blockquote>为什么亚马逊股价周一上涨</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\">2021-08-31 08:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> Shares of&nbsp;<b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a></b>&nbsp;are up a modest 2.4% as of 1:30 p.m. EDT on Monday -- which may not sound like much, but on a $1.7 trillion stock, it equates to an additional $40.8<i>billion</i>in market capitalization.</p><p><blockquote>本公司之股份<b><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></b>截至下午1:30小幅上涨2.4%美国东部时间周一——这听起来可能不多，但对于价值1.7万亿美元的股票来说，这相当于额外增加了40.8美元<i>十亿</i>在市值方面。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Why are Amazon shares up so much?</p><p><blockquote>为什么亚马逊股价上涨这么多？</blockquote></p><p> To find out, let's go back in time to Friday afternoon, when buy now, pay later (BNPL) stock&nbsp;<b>Affirm</b>&nbsp;<b>Holdings</b>&nbsp;announced that Amazon will begin allowing customers to choose its service as a payment option&nbsp;during checkout.</p><p><blockquote>为了找到答案，让我们回到周五下午，当时先买后付(BNPL)股票<b>申明</b> <b>控股</b>宣布亚马逊将开始允许客户在结账时选择其服务作为支付选项。</blockquote></p><p> Now, this is obviously bigger news for Affirm than for Amazon. The former's stock is up 43.5% on the news, gaining 20 times as much as Amazon's shares are. But this is also an incremental positive for Amazon itself. It will be able to offer customers who spend $50 or more an alternative to paying up front in cash, buying with a credit card (which they might not have or might not want to use), or paying interest on their purchases (shorter-term Affirm payment options don't charge interest).</p><p><blockquote>现在，这对Affirm来说显然是比亚马逊更大的消息。受此消息影响，前者股价上涨43.5%，涨幅是亚马逊股价的20倍。但这对亚马逊本身来说也是一个增量利好。它将能够为消费50美元或以上的客户提供一种替代方案，即预付现金、用信用卡购买（他们可能没有或不想使用信用卡）或支付购买利息（短期确认付款选项不收取利息）。</blockquote></p><p> Instead, they can simply pay for larger purchases through an installment plan with Affirm.</p><p><blockquote>相反，他们可以通过Affirm的分期付款计划简单地支付大额购买费用。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> On the <a href=\"https://laohu8.com/S/AONE.U\">one</a> hand, this new payment option may increase spending at Amazon, which would be good news for the company. On the other hand, you have to imagine there will be some cannibalization of purchases through Amazon's Prime Rewards, Prime Store, and Prime Secured credit cards. And that would imply that Amazon will be giving up at least some of the revenue that it gets from its credit card partners in exchange for making a little more by (hopefully) scoring more sales with Affirm.</p><p><blockquote>在<a href=\"https://laohu8.com/S/AONE.U\">一</a>另一方面，这种新的支付方式可能会增加亚马逊的支出，这对该公司来说是个好消息。另一方面，你必须想象通过亚马逊的Prime Rewards、Prime Store和Prime Secured信用卡购买的商品会出现一些蚕食。这意味着亚马逊将放弃至少部分从信用卡合作伙伴那里获得的收入，以换取通过（希望）通过Affirm获得更多销售额来赚取更多收入。</blockquote></p><p> Whether the latter outweighs the former will determine if this is as good news for Amazon asit's already turned out to be for Affirm.</p><p><blockquote>后者是否超过前者将决定这对亚马逊来说是否像Affirm一样是个好消息。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/30/why-amazon-stock-rose-today/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2021/08/30/why-amazon-stock-rose-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154368976","content_text":"What happened\nShares of Amazon.com are up a modest 2.4% as of 1:30 p.m. EDT on Monday -- which may not sound like much, but on a $1.7 trillion stock, it equates to an additional $40.8billionin market capitalization.\nSo what\nWhy are Amazon shares up so much?\nTo find out, let's go back in time to Friday afternoon, when buy now, pay later (BNPL) stock Affirm Holdings announced that Amazon will begin allowing customers to choose its service as a payment option during checkout.\nNow, this is obviously bigger news for Affirm than for Amazon. The former's stock is up 43.5% on the news, gaining 20 times as much as Amazon's shares are. But this is also an incremental positive for Amazon itself. It will be able to offer customers who spend $50 or more an alternative to paying up front in cash, buying with a credit card (which they might not have or might not want to use), or paying interest on their purchases (shorter-term Affirm payment options don't charge interest).\nInstead, they can simply pay for larger purchases through an installment plan with Affirm.\nNow what\nOn the one hand, this new payment option may increase spending at Amazon, which would be good news for the company. On the other hand, you have to imagine there will be some cannibalization of purchases through Amazon's Prime Rewards, Prime Store, and Prime Secured credit cards. And that would imply that Amazon will be giving up at least some of the revenue that it gets from its credit card partners in exchange for making a little more by (hopefully) scoring more sales with Affirm.\nWhether the latter outweighs the former will determine if this is as good news for Amazon asit's already turned out to be for Affirm.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893387130,"gmtCreate":1628238503920,"gmtModify":1633752333843,"author":{"id":"3575423014243315","authorId":"3575423014243315","name":"Jaminwu","avatar":"https://static.tigerbbs.com/e406a9629077a6d66bf3ea9d74b7b538","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575423014243315","authorIdStr":"3575423014243315"},"themes":[],"htmlText":"drop more","listText":"drop more","text":"drop more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893387130","repostId":"1189197543","repostType":2,"repost":{"id":"1189197543","kind":"news","pubTimestamp":1628217951,"share":"https://www.laohu8.com/m/news/1189197543?lang=zh_CN&edition=full","pubTime":"2021-08-06 10:45","market":"us","language":"en","title":"Why Fiverr's Stock Dropped 24% on Thursday<blockquote>为什么Fiverr股价周四下跌24%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189197543","media":"Motley Fool","summary":"The second quarter was great, but guidance left a lot to be desired for investors.\nKey Points\n\nGrowt","content":"<p>The second quarter was great, but guidance left a lot to be desired for investors.</p><p><blockquote>第二季度表现出色，但指引对投资者来说还有很多不足之处。</blockquote></p><p> <b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Growth was a whopping 60% last quarter at Fiverr.</li>  <li>Guidance indicates that growth may have stalled out as the pandemic comes to an end.</li> </ul> <b>What happened</b></p><p><blockquote><ul><li>Fiverr上个季度的增长率高达60%。</li><li>指引表明，随着疫情的结束，增长可能已经停滞。</li></ul><b>发生了什么</b></blockquote></p><p> Shares of online marketplace for freelancers&nbsp;<b>Fiverr</b>(NYSE:FVRR)&nbsp;dropped as much as 24%&nbsp; on Thursday after reporting second-quarter 2021 financial results. </p><p><blockquote>自由职业者在线市场的份额<b>Fiverr</b>（纽约证券交易所股票代码：FVRR）在公布2021年第二季度财务业绩后，周四股价下跌24%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Results for the quarter were downright outstanding. Revenue jumped 60% compared to a year ago to $75.3 million, gross margin was an incredible 83.4%, and non-generally accepted accounting principles (GAAP) net income was $7.9 million, or $0.19 per share. Analysts were expecting revenue of $74.8 million and earnings of $0.14 per share.</p><p><blockquote>该季度的业绩非常出色。收入较去年同期增长60%，达到7530万美元，毛利率达到令人难以置信的83.4%，非公认会计原则(GAAP)净利润为790万美元，即每股0.19美元。分析师预计营收为7480万美元，每股收益为0.14美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20c4a82e87c3f2484c82e3f3f4ec525d\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> Results looked great, so why is the stock down? The answer comes down to guidance. Management expects revenue in Q3 2021 to be $68 million to $72 million, down from Q2, and growth of just 30% to 38% versus a year ago. Management said the relatively weak results are the result of more normal business activity and less remote work, which is hurting the freelance market.</p><p><blockquote>结果看起来很好，那么为什么股票下跌呢？答案归结为指导。管理层预计2021年第三季度的收入为6800万美元至7200万美元，低于第二季度，与去年同期相比仅增长30%至38%。管理层表示，相对疲软的业绩是业务活动更加正常和远程工作减少的结果，这正在损害自由职业者市场。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> This is a short-term hit to Fiverr, and it makes sense the stock is down big given the fact the company has a market cap of $6.3 billion and expects revenue of just $280 million to $288 million this year. That's a lofty price-to-sales ratio of 22 times at the midpoint of revenue guidance, which is a concern if revenue growth has stalled out.</p><p><blockquote>这对Fiverr来说是一个短期打击，鉴于该公司的市值为63亿美元，预计今年的收入仅为2.8亿至2.88亿美元，该股大幅下跌是有道理的。这是收入指引中点22倍的高市销率，如果收入增长停滞，这将是一个令人担忧的问题。</blockquote></p><p> I still think Fiverr has a long growth runway ahead, but the company may need to absorb the impacts of companies going back to work over the next few quarters. That will make shares volatile, and if the stock keeps dropping, it could be a great buying opportunity for investors looking to jump into this long-term&nbsp;growth stock.</p><p><blockquote>我仍然认为Fiverr还有很长的增长跑道，但该公司可能需要吸收未来几个季度公司复工的影响。这将使股价波动，如果股价持续下跌，对于希望买入这只长期增长股票的投资者来说，这可能是一个绝佳的买入机会。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Fiverr's Stock Dropped 24% on Thursday<blockquote>为什么Fiverr股价周四下跌24%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Fiverr's Stock Dropped 24% on Thursday<blockquote>为什么Fiverr股价周四下跌24%</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\">2021-08-06 10:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The second quarter was great, but guidance left a lot to be desired for investors.</p><p><blockquote>第二季度表现出色，但指引对投资者来说还有很多不足之处。</blockquote></p><p> <b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Growth was a whopping 60% last quarter at Fiverr.</li>  <li>Guidance indicates that growth may have stalled out as the pandemic comes to an end.</li> </ul> <b>What happened</b></p><p><blockquote><ul><li>Fiverr上个季度的增长率高达60%。</li><li>指引表明，随着疫情的结束，增长可能已经停滞。</li></ul><b>发生了什么</b></blockquote></p><p> Shares of online marketplace for freelancers&nbsp;<b>Fiverr</b>(NYSE:FVRR)&nbsp;dropped as much as 24%&nbsp; on Thursday after reporting second-quarter 2021 financial results. </p><p><blockquote>自由职业者在线市场的份额<b>Fiverr</b>（纽约证券交易所股票代码：FVRR）在公布2021年第二季度财务业绩后，周四股价下跌24%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Results for the quarter were downright outstanding. Revenue jumped 60% compared to a year ago to $75.3 million, gross margin was an incredible 83.4%, and non-generally accepted accounting principles (GAAP) net income was $7.9 million, or $0.19 per share. Analysts were expecting revenue of $74.8 million and earnings of $0.14 per share.</p><p><blockquote>该季度的业绩非常出色。收入较去年同期增长60%，达到7530万美元，毛利率达到令人难以置信的83.4%，非公认会计原则(GAAP)净利润为790万美元，即每股0.19美元。分析师预计营收为7480万美元，每股收益为0.14美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20c4a82e87c3f2484c82e3f3f4ec525d\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> Results looked great, so why is the stock down? The answer comes down to guidance. Management expects revenue in Q3 2021 to be $68 million to $72 million, down from Q2, and growth of just 30% to 38% versus a year ago. Management said the relatively weak results are the result of more normal business activity and less remote work, which is hurting the freelance market.</p><p><blockquote>结果看起来很好，那么为什么股票下跌呢？答案归结为指导。管理层预计2021年第三季度的收入为6800万美元至7200万美元，低于第二季度，与去年同期相比仅增长30%至38%。管理层表示，相对疲软的业绩是业务活动更加正常和远程工作减少的结果，这正在损害自由职业者市场。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> This is a short-term hit to Fiverr, and it makes sense the stock is down big given the fact the company has a market cap of $6.3 billion and expects revenue of just $280 million to $288 million this year. That's a lofty price-to-sales ratio of 22 times at the midpoint of revenue guidance, which is a concern if revenue growth has stalled out.</p><p><blockquote>这对Fiverr来说是一个短期打击，鉴于该公司的市值为63亿美元，预计今年的收入仅为2.8亿至2.88亿美元，该股大幅下跌是有道理的。这是收入指引中点22倍的高市销率，如果收入增长停滞，这将是一个令人担忧的问题。</blockquote></p><p> I still think Fiverr has a long growth runway ahead, but the company may need to absorb the impacts of companies going back to work over the next few quarters. That will make shares volatile, and if the stock keeps dropping, it could be a great buying opportunity for investors looking to jump into this long-term&nbsp;growth stock.</p><p><blockquote>我仍然认为Fiverr还有很长的增长跑道，但该公司可能需要吸收未来几个季度公司复工的影响。这将使股价波动，如果股价持续下跌，对于希望买入这只长期增长股票的投资者来说，这可能是一个绝佳的买入机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/05/why-fiverrs-stock-dropped-248-today/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FVRR":"Fiverr International Ltd."},"source_url":"https://www.fool.com/investing/2021/08/05/why-fiverrs-stock-dropped-248-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189197543","content_text":"The second quarter was great, but guidance left a lot to be desired for investors.\nKey Points\n\nGrowth was a whopping 60% last quarter at Fiverr.\nGuidance indicates that growth may have stalled out as the pandemic comes to an end.\n\nWhat happened\nShares of online marketplace for freelancers Fiverr(NYSE:FVRR) dropped as much as 24%  on Thursday after reporting second-quarter 2021 financial results. \nSo what\nResults for the quarter were downright outstanding. Revenue jumped 60% compared to a year ago to $75.3 million, gross margin was an incredible 83.4%, and non-generally accepted accounting principles (GAAP) net income was $7.9 million, or $0.19 per share. Analysts were expecting revenue of $74.8 million and earnings of $0.14 per share.\nIMAGE SOURCE: GETTY IMAGES.\nResults looked great, so why is the stock down? The answer comes down to guidance. Management expects revenue in Q3 2021 to be $68 million to $72 million, down from Q2, and growth of just 30% to 38% versus a year ago. Management said the relatively weak results are the result of more normal business activity and less remote work, which is hurting the freelance market.\nNow what\nThis is a short-term hit to Fiverr, and it makes sense the stock is down big given the fact the company has a market cap of $6.3 billion and expects revenue of just $280 million to $288 million this year. That's a lofty price-to-sales ratio of 22 times at the midpoint of revenue guidance, which is a concern if revenue growth has stalled out.\nI still think Fiverr has a long growth runway ahead, but the company may need to absorb the impacts of companies going back to work over the next few quarters. That will make shares volatile, and if the stock keeps dropping, it could be a great buying opportunity for investors looking to jump into this long-term growth stock.","news_type":1,"symbols_score_info":{"FVRR":0.9}},"isVote":1,"tweetType":1,"viewCount":1796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805219047,"gmtCreate":1627882741589,"gmtModify":1633755617877,"author":{"id":"3575423014243315","authorId":"3575423014243315","name":"Jaminwu","avatar":"https://static.tigerbbs.com/e406a9629077a6d66bf3ea9d74b7b538","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575423014243315","authorIdStr":"3575423014243315"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805219047","repostId":"1125701487","repostType":4,"repost":{"id":"1125701487","kind":"news","pubTimestamp":1627873620,"share":"https://www.laohu8.com/m/news/1125701487?lang=zh_CN&edition=full","pubTime":"2021-08-02 11:07","market":"us","language":"en","title":"Amazon is Running Out of Storage Space...And Manpower<blockquote>亚马逊的存储空间即将耗尽...及人力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125701487","media":"The Motley Fool","summary":"There were weeks last year when Amazon.com, the world's largest e-commerce company, turned away stoc","content":"<p>There were weeks last year when <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, the world's largest e-commerce company, turned away stock shipments to its warehouses due to a lack of storage space and warehouse employees.</p><p><blockquote>去年有几个星期<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>，全球最大的电子商务公司，由于缺乏存储空间和仓库员工，拒绝向其仓库运送库存。</blockquote></p><p> Seven months through 2021, the company is still in a mad dash to catch up. Despite doubling its warehouse and transportation network in the last 18 months and employing as many people as the active personnel in the U.S. Armed Forces, new figures show Amazon is investing in unthinkably vast amounts of square footage for storing and shipping goods.</p><p><blockquote>距离2021年还有7个月，该公司仍在疯狂追赶。尽管亚马逊的仓库和运输网络在过去18个月里翻了一番，雇佣的员工数量与美国武装部队现役人员一样多，但新数据显示，亚马逊正在投资大量的面积来储存和运输货物。</blockquote></p><p> <h3><b>We're Hiring! (Anyone We Can Get)</b></h3> Amazon shares dropped 7% on Friday after the company lowered sales growth estimates, but for many investors, logistics are the bigger concern. An exceedingly tight labor market has forced Amazon to raise wages and throw in signing bonuses just to attract enough staff. Even with 1 out of every 153 American workers an Amazon employee and a global workforce of 1.3 million, the labor search persists.</p><p><blockquote><h3><b>我们在招人！（我们能找到的任何人）</b></h3>亚马逊股价周五下跌7%，此前该公司下调了销售增长预期，但对于许多投资者来说，物流是更大的担忧。极其紧张的劳动力市场迫使亚马逊提高工资并发放签约奖金，只是为了吸引足够的员工。尽管每153名美国工人中就有1名是亚马逊员工，全球员工总数为130万，但劳动力搜索仍在继续。</blockquote></p><p> Amazon also has a history of breaking open the piggy bank to capture long-term market share, often to the detriment of short-term profit. Even though the strategy has earned the firm some critics over the course of the company's 27-year history, the money tap isn't about to be shut off:</p><p><blockquote>亚马逊也有打破存钱罐以获取长期市场份额的历史，通常会损害短期利润。尽管在公司27年的历史中，这一战略为该公司赢得了一些批评，但资金水龙头不会被关闭：</blockquote></p><p> <ul>  <li>Amazon plans to add 517 facilities to its global distribution network in the next several years, according to logistics consultancy MWPVL International. Those will add 176 million square feet — the size of 3,696 American football fields — to the 402 million Amazon already has for fulfillment.</li>  <li>In the last year, the firm's capital expenditures and equipment leases have skyrocketed to $54.5 billion, about double the growth rate from a year ago.</li> </ul> <b>One-Day, Someday:</b>&nbsp;Amazon's spending is in part to get the company back on the path to the holy grail of order fulfillment: guaranteed one-day deliveries everywhere in the U.S. (for those with a Prime membership, naturally). <a href=\"https://laohu8.com/S/CS\">Credit Suisse Group AG</a> analysts said the upsides of Amazon's ramp-up in capital expenditures outweigh declining revenue guidance because \"the consumer responds positively to higher/faster service levels.\"</p><p><blockquote><ul><li>据物流咨询公司MWPVL International称，亚马逊计划在未来几年内在其全球分销网络中增加517个设施。这将在亚马逊已经完成的4.02亿平方英尺的基础上增加1.76亿平方英尺（相当于3,696个美式足球场的大小）。</li><li>去年，该公司的资本支出和设备租赁飙升至545亿美元，大约是一年前增长率的两倍。</li></ul><b>有一天，总有一天：</b>亚马逊的支出部分是为了让该公司重新走上订单履行圣杯的道路：保证美国各地的一日送达（当然是针对那些拥有Prime会员的人）。<a href=\"https://laohu8.com/S/CS\">瑞士信贷集团</a>分析师表示，亚马逊资本支出增加的好处超过了收入指引的下降，因为“消费者对更高/更快的服务水平反应积极”。</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>Amazon is Running Out of Storage Space...And Manpower<blockquote>亚马逊的存储空间即将耗尽...及人力</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\">\nAmazon is Running Out of Storage Space...And Manpower<blockquote>亚马逊的存储空间即将耗尽...及人力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Motley Fool</strong><span class=\"h-time small\">2021-08-02 11:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>There were weeks last year when <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, the world's largest e-commerce company, turned away stock shipments to its warehouses due to a lack of storage space and warehouse employees.</p><p><blockquote>去年有几个星期<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>，全球最大的电子商务公司，由于缺乏存储空间和仓库员工，拒绝向其仓库运送库存。</blockquote></p><p> Seven months through 2021, the company is still in a mad dash to catch up. Despite doubling its warehouse and transportation network in the last 18 months and employing as many people as the active personnel in the U.S. Armed Forces, new figures show Amazon is investing in unthinkably vast amounts of square footage for storing and shipping goods.</p><p><blockquote>距离2021年还有7个月，该公司仍在疯狂追赶。尽管亚马逊的仓库和运输网络在过去18个月里翻了一番，雇佣的员工数量与美国武装部队现役人员一样多，但新数据显示，亚马逊正在投资大量的面积来储存和运输货物。</blockquote></p><p> <h3><b>We're Hiring! (Anyone We Can Get)</b></h3> Amazon shares dropped 7% on Friday after the company lowered sales growth estimates, but for many investors, logistics are the bigger concern. An exceedingly tight labor market has forced Amazon to raise wages and throw in signing bonuses just to attract enough staff. Even with 1 out of every 153 American workers an Amazon employee and a global workforce of 1.3 million, the labor search persists.</p><p><blockquote><h3><b>我们在招人！（我们能找到的任何人）</b></h3>亚马逊股价周五下跌7%，此前该公司下调了销售增长预期，但对于许多投资者来说，物流是更大的担忧。极其紧张的劳动力市场迫使亚马逊提高工资并发放签约奖金，只是为了吸引足够的员工。尽管每153名美国工人中就有1名是亚马逊员工，全球员工总数为130万，但劳动力搜索仍在继续。</blockquote></p><p> Amazon also has a history of breaking open the piggy bank to capture long-term market share, often to the detriment of short-term profit. Even though the strategy has earned the firm some critics over the course of the company's 27-year history, the money tap isn't about to be shut off:</p><p><blockquote>亚马逊也有打破存钱罐以获取长期市场份额的历史，通常会损害短期利润。尽管在公司27年的历史中，这一战略为该公司赢得了一些批评，但资金水龙头不会被关闭：</blockquote></p><p> <ul>  <li>Amazon plans to add 517 facilities to its global distribution network in the next several years, according to logistics consultancy MWPVL International. Those will add 176 million square feet — the size of 3,696 American football fields — to the 402 million Amazon already has for fulfillment.</li>  <li>In the last year, the firm's capital expenditures and equipment leases have skyrocketed to $54.5 billion, about double the growth rate from a year ago.</li> </ul> <b>One-Day, Someday:</b>&nbsp;Amazon's spending is in part to get the company back on the path to the holy grail of order fulfillment: guaranteed one-day deliveries everywhere in the U.S. (for those with a Prime membership, naturally). <a href=\"https://laohu8.com/S/CS\">Credit Suisse Group AG</a> analysts said the upsides of Amazon's ramp-up in capital expenditures outweigh declining revenue guidance because \"the consumer responds positively to higher/faster service levels.\"</p><p><blockquote><ul><li>据物流咨询公司MWPVL International称，亚马逊计划在未来几年内在其全球分销网络中增加517个设施。这将在亚马逊已经完成的4.02亿平方英尺的基础上增加1.76亿平方英尺（相当于3,696个美式足球场的大小）。</li><li>去年，该公司的资本支出和设备租赁飙升至545亿美元，大约是一年前增长率的两倍。</li></ul><b>有一天，总有一天：</b>亚马逊的支出部分是为了让该公司重新走上订单履行圣杯的道路：保证美国各地的一日送达（当然是针对那些拥有Prime会员的人）。<a href=\"https://laohu8.com/S/CS\">瑞士信贷集团</a>分析师表示，亚马逊资本支出增加的好处超过了收入指引的下降，因为“消费者对更高/更快的服务水平反应积极”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/01/amazon-is-running-out-of-storage-spaceand-manpower/\">The 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":{"AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2021/08/01/amazon-is-running-out-of-storage-spaceand-manpower/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125701487","content_text":"There were weeks last year when Amazon.com, the world's largest e-commerce company, turned away stock shipments to its warehouses due to a lack of storage space and warehouse employees.\nSeven months through 2021, the company is still in a mad dash to catch up. Despite doubling its warehouse and transportation network in the last 18 months and employing as many people as the active personnel in the U.S. Armed Forces, new figures show Amazon is investing in unthinkably vast amounts of square footage for storing and shipping goods.\nWe're Hiring! (Anyone We Can Get)\nAmazon shares dropped 7% on Friday after the company lowered sales growth estimates, but for many investors, logistics are the bigger concern. An exceedingly tight labor market has forced Amazon to raise wages and throw in signing bonuses just to attract enough staff. Even with 1 out of every 153 American workers an Amazon employee and a global workforce of 1.3 million, the labor search persists.\nAmazon also has a history of breaking open the piggy bank to capture long-term market share, often to the detriment of short-term profit. Even though the strategy has earned the firm some critics over the course of the company's 27-year history, the money tap isn't about to be shut off:\n\nAmazon plans to add 517 facilities to its global distribution network in the next several years, according to logistics consultancy MWPVL International. Those will add 176 million square feet — the size of 3,696 American football fields — to the 402 million Amazon already has for fulfillment.\nIn the last year, the firm's capital expenditures and equipment leases have skyrocketed to $54.5 billion, about double the growth rate from a year ago.\n\nOne-Day, Someday: Amazon's spending is in part to get the company back on the path to the holy grail of order fulfillment: guaranteed one-day deliveries everywhere in the U.S. (for those with a Prime membership, naturally). Credit Suisse Group AG analysts said the upsides of Amazon's ramp-up in capital expenditures outweigh declining revenue guidance because \"the consumer responds positively to higher/faster service levels.\"","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809630890,"gmtCreate":1627363648510,"gmtModify":1633765694011,"author":{"id":"3575423014243315","authorId":"3575423014243315","name":"Jaminwu","avatar":"https://static.tigerbbs.com/e406a9629077a6d66bf3ea9d74b7b538","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575423014243315","authorIdStr":"3575423014243315"},"themes":[],"htmlText":"ok la","listText":"ok la","text":"ok la","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/809630890","repostId":"1109472394","repostType":4,"isVote":1,"tweetType":1,"viewCount":1995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173762632,"gmtCreate":1626688000526,"gmtModify":1633924928296,"author":{"id":"3575423014243315","authorId":"3575423014243315","name":"Jaminwu","avatar":"https://static.tigerbbs.com/e406a9629077a6d66bf3ea9d74b7b538","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575423014243315","authorIdStr":"3575423014243315"},"themes":[],"htmlText":"dayum","listText":"dayum","text":"dayum","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173762632","repostId":"1161502200","repostType":4,"isVote":1,"tweetType":1,"viewCount":1842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173766768,"gmtCreate":1626687971454,"gmtModify":1633924928536,"author":{"id":"3575423014243315","authorId":"3575423014243315","name":"Jaminwu","avatar":"https://static.tigerbbs.com/e406a9629077a6d66bf3ea9d74b7b538","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575423014243315","authorIdStr":"3575423014243315"},"themes":[],"htmlText":"alright","listText":"alright","text":"alright","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173766768","repostId":"2152263258","repostType":4,"isVote":1,"tweetType":1,"viewCount":2214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173766182,"gmtCreate":1626687941146,"gmtModify":1633924929122,"author":{"id":"3575423014243315","authorId":"3575423014243315","name":"Jaminwu","avatar":"https://static.tigerbbs.com/e406a9629077a6d66bf3ea9d74b7b538","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575423014243315","authorIdStr":"3575423014243315"},"themes":[],"htmlText":"solid&nbsp;","listText":"solid&nbsp;","text":"solid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173766182","repostId":"1111084715","repostType":4,"isVote":1,"tweetType":1,"viewCount":1925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142009694,"gmtCreate":1626101701918,"gmtModify":1633930090884,"author":{"id":"3575423014243315","authorId":"3575423014243315","name":"Jaminwu","avatar":"https://static.tigerbbs.com/e406a9629077a6d66bf3ea9d74b7b538","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575423014243315","authorIdStr":"3575423014243315"},"themes":[],"htmlText":"but why still dropping :'(","listText":"but why still dropping :'(","text":"but why still dropping :'(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142009694","repostId":"1184476863","repostType":2,"repost":{"id":"1184476863","kind":"news","pubTimestamp":1625967744,"share":"https://www.laohu8.com/m/news/1184476863?lang=zh_CN&edition=full","pubTime":"2021-07-11 09:42","market":"hk","language":"en","title":"XPeng: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电动化的领导者</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184476863","media":"seekingalpha","summary":"Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>The aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.</li>  <li>By being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.</li>  <li>We continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ebea80a575c2b5a2b022a046308936\" tg-width=\"1536\" tg-height=\"1024\"><span>Robert Way/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>交付量的大幅增长应该有助于小鹏汽车在接下来的几个季度继续提高其营收业绩并扩大其在中国电动汽车市场的立足点。</li><li>作为中国技术最先进的电动汽车公司之一，小鹏汽车完全有机会成为首批达到5级自动化的汽车制造商之一。</li><li>我们仍然相信小鹏汽车是一家稳健增长的公司，如果您是动量投资者，那么现在是购买其股票的好时机。</li></ul><p class=\"t-img-caption\"><span>Robert Way/iStock社论来自Getty Images</span></p></blockquote></p><p> The aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.</p><p><blockquote>交付量的大幅增长应该有助于小鹏汽车（XPEV）在接下来的几个季度继续提高其营收业绩并扩大其在中国电动汽车市场的立足点。此外，作为中国技术最先进的电动汽车公司之一，小鹏汽车也完全有机会在接下来的几年里成为首批达到5级自动化的汽车制造商之一。考虑到这一点，我们仍然相信小鹏汽车是一家稳健增长的公司，如果您是动量投资者，那么现在是购买其股票的好时机。</blockquote></p><p> <b>Firing On All Cylinders</b></p><p><blockquote><b>全气缸点火</b></blockquote></p><p> XPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&amp;P 500 Index for most of the last year, and is currently up ~5% since our latest&nbsp;article&nbsp;about its business was published in June.</p><p><blockquote>小鹏汽车是中国最大的电动汽车制造商之一。目前，它生产一款名为G3的SUV和一款名为P7的轿车。此外，该公司计划在9月份发布一款名为G3i的SUV升级版，并在年底发布一款新的家庭友好型轿车P5。总体而言，小鹏汽车的股票近几个月表现不错，去年大部分时间都跑赢了标普500指数，自我们6月份发表有关其业务的最新文章以来，目前已上涨约5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f7c530182ce2c7abde426fcff7f474\" tg-width=\"1280\" tg-height=\"443\"><span>Chart: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表：寻求阿尔法</span></p></blockquote></p><p> One of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.</p><p><blockquote>小鹏汽车最大的成就之一是成功度过了芯片短缺危机的初始阶段，并在提高交付量方面取得了很大进展。最新数据表明，精通技术的中国消费者对其产品的需求仍然强劲，仅在6月份，该公司就交付了创纪录的6,565辆汽车，同比增长617%。此外，其第二季度交付量为17,398辆，同比增长439%，而第一季度交付量为30,738辆，同比增长459%。另一个好消息是，尽管受到大流行的影响，该公司第二季度的交付量仍超出了15,500-16,000辆的预期，并且有充分的理由相信这种势头很可能至少持续到今年年底。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0479a72617e0ff9759beb7f820fc0494\" tg-width=\"925\" tg-height=\"445\"><span>Source:InsideEVs</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：InsideEVs</span></p></blockquote></p><p> The biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.</p><p><blockquote>小鹏汽车最大的优势是在中国运营，中国被认为是全球最大的电动汽车市场。得益于此，小鹏汽车不需要将其制造或销售外包到其他国家，因为它拥有巨大的当地市场可以销往国内。更重要的是，它还得到了政府的大力支持，因为目前正在建设的一些制造设施是由中国地方政府共同资助的。通过获得这样的帮助，小鹏汽车现在有望在武汉建成第三家制造工厂，这将有助于其达到至少30万辆的年产能。相比之下，2020年特斯拉(TSLA)在华仅售出13.7万辆Model 3。因此，运力增加到如此可观的数量表明小鹏汽车已准备好应对竞争并提高其在大陆的吸引力。</blockquote></p><p> Another important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&amp;D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.</p><p><blockquote>另一个重要事实是，小鹏在国内的技术比特斯拉等更先进。其近一半的研发人员从事自动驾驶软件工作，因此，该公司成功开发了最先进的导航系统之一，这将有助于其在接下来的几年里成为首批达到5级自动化的公司之一。最重要的是，自今年早些时候推出以来，在导航系统的帮助下已经行驶了超过500万公里，如果最新版本的软件记得车辆所在的位置，现在可以在没有人工帮助的情况下自动将汽车停放在车库中。之前停过。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> As for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.</p><p><blockquote>至于风险，我们看到了其中的一些。首先，XPengTrade的市销率约为16倍，以其目前约370亿美元的市值计算，可以被认为估值很高。因此，对于长期价值股东以及那些不想将投资组合投资于中国资产的人来说，这不是一项好的投资。</blockquote></p><p></p><p> In addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.</p><p><blockquote>此外，潜在的中美贸易战的爆发可能会阻止小鹏汽车进入美国资本市场，因为其目前的股票可能会退市。为了解决这个问题，该公司最近刚刚在香港联交所以双重主要上市结构进行了另一次IPO，筹集了近20亿美元。这不仅有助于该公司进入主要资本市场，还将使中国大陆投资者能够通过港股通购买该股票，这应该会在不久的将来提振小鹏汽车的估值。最重要的是，由于小鹏汽车的业务在外部市场没有重大敞口，潜在贸易战的影响将很小。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> Despite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.</p><p><blockquote>尽管存在这些风险，但我们不应忘记，中国有望在未来四十年大幅减少碳足迹。因此，可以肯定的是，电动汽车在中国道路上的渗透率在未来几十年只会增加。因此，我们相信小鹏汽车现阶段有很大的推动增长空间，考虑到其第二季度的出色表现，我们也相信它完全有机会成为该地区最大的电动汽车制造商之一。</blockquote></p><p> The latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.</p><p><blockquote>最新预测表明，小鹏汽车的收入可能会从2020财年的90万美元增长364%至2022财年的41.8亿美元，而其每股收益损失预计也将从21年第二季度的-0.33美元降至第三季度和第四季度的-0.06美元。除此之外，该公司截至第一季度末拥有51.2亿美元现金，长期债务仅为4.97亿美元，由于最近香港的发行，其流动性状况已达到70亿美元左右。因此，小鹏汽车的资产负债表并没有过度杠杆化，而且由于新现金的涌入，它不太可能需要通过发行新股来筹集新债务或稀释股东权益来为其扩张提供资金。因此，我们认为其股票可以被视为成长股，特别是因为它最近被纳入富时指数，这应该有助于它吸引更多机构投资者的关注。</blockquote></p><p> With all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.</p><p><blockquote>考虑到所有这些，我们还认为现在是购买该公司股票的一个很好的切入点，因为交付量和产能可能会增加，以及未来几个月即将推出的P5轿车可能会推动其股票上涨更高的水平。因此，我们没有计划短期内回补我们在小鹏汽车的多头头寸。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电动化的领导者</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电动化的领导者</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-11 09:42</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>The aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.</li>  <li>By being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.</li>  <li>We continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ebea80a575c2b5a2b022a046308936\" tg-width=\"1536\" tg-height=\"1024\"><span>Robert Way/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>交付量的大幅增长应该有助于小鹏汽车在接下来的几个季度继续提高其营收业绩并扩大其在中国电动汽车市场的立足点。</li><li>作为中国技术最先进的电动汽车公司之一，小鹏汽车完全有机会成为首批达到5级自动化的汽车制造商之一。</li><li>我们仍然相信小鹏汽车是一家稳健增长的公司，如果您是动量投资者，那么现在是购买其股票的好时机。</li></ul><p class=\"t-img-caption\"><span>Robert Way/iStock社论来自Getty Images</span></p></blockquote></p><p> The aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.</p><p><blockquote>交付量的大幅增长应该有助于小鹏汽车（XPEV）在接下来的几个季度继续提高其营收业绩并扩大其在中国电动汽车市场的立足点。此外，作为中国技术最先进的电动汽车公司之一，小鹏汽车也完全有机会在接下来的几年里成为首批达到5级自动化的汽车制造商之一。考虑到这一点，我们仍然相信小鹏汽车是一家稳健增长的公司，如果您是动量投资者，那么现在是购买其股票的好时机。</blockquote></p><p> <b>Firing On All Cylinders</b></p><p><blockquote><b>全气缸点火</b></blockquote></p><p> XPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&amp;P 500 Index for most of the last year, and is currently up ~5% since our latest&nbsp;article&nbsp;about its business was published in June.</p><p><blockquote>小鹏汽车是中国最大的电动汽车制造商之一。目前，它生产一款名为G3的SUV和一款名为P7的轿车。此外，该公司计划在9月份发布一款名为G3i的SUV升级版，并在年底发布一款新的家庭友好型轿车P5。总体而言，小鹏汽车的股票近几个月表现不错，去年大部分时间都跑赢了标普500指数，自我们6月份发表有关其业务的最新文章以来，目前已上涨约5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f7c530182ce2c7abde426fcff7f474\" tg-width=\"1280\" tg-height=\"443\"><span>Chart: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表：寻求阿尔法</span></p></blockquote></p><p> One of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.</p><p><blockquote>小鹏汽车最大的成就之一是成功度过了芯片短缺危机的初始阶段，并在提高交付量方面取得了很大进展。最新数据表明，精通技术的中国消费者对其产品的需求仍然强劲，仅在6月份，该公司就交付了创纪录的6,565辆汽车，同比增长617%。此外，其第二季度交付量为17,398辆，同比增长439%，而第一季度交付量为30,738辆，同比增长459%。另一个好消息是，尽管受到大流行的影响，该公司第二季度的交付量仍超出了15,500-16,000辆的预期，并且有充分的理由相信这种势头很可能至少持续到今年年底。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0479a72617e0ff9759beb7f820fc0494\" tg-width=\"925\" tg-height=\"445\"><span>Source:InsideEVs</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：InsideEVs</span></p></blockquote></p><p> The biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.</p><p><blockquote>小鹏汽车最大的优势是在中国运营，中国被认为是全球最大的电动汽车市场。得益于此，小鹏汽车不需要将其制造或销售外包到其他国家，因为它拥有巨大的当地市场可以销往国内。更重要的是，它还得到了政府的大力支持，因为目前正在建设的一些制造设施是由中国地方政府共同资助的。通过获得这样的帮助，小鹏汽车现在有望在武汉建成第三家制造工厂，这将有助于其达到至少30万辆的年产能。相比之下，2020年特斯拉(TSLA)在华仅售出13.7万辆Model 3。因此，运力增加到如此可观的数量表明小鹏汽车已准备好应对竞争并提高其在大陆的吸引力。</blockquote></p><p> Another important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&amp;D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.</p><p><blockquote>另一个重要事实是，小鹏在国内的技术比特斯拉等更先进。其近一半的研发人员从事自动驾驶软件工作，因此，该公司成功开发了最先进的导航系统之一，这将有助于其在接下来的几年里成为首批达到5级自动化的公司之一。最重要的是，自今年早些时候推出以来，在导航系统的帮助下已经行驶了超过500万公里，如果最新版本的软件记得车辆所在的位置，现在可以在没有人工帮助的情况下自动将汽车停放在车库中。之前停过。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> As for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.</p><p><blockquote>至于风险，我们看到了其中的一些。首先，XPengTrade的市销率约为16倍，以其目前约370亿美元的市值计算，可以被认为估值很高。因此，对于长期价值股东以及那些不想将投资组合投资于中国资产的人来说，这不是一项好的投资。</blockquote></p><p></p><p> In addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.</p><p><blockquote>此外，潜在的中美贸易战的爆发可能会阻止小鹏汽车进入美国资本市场，因为其目前的股票可能会退市。为了解决这个问题，该公司最近刚刚在香港联交所以双重主要上市结构进行了另一次IPO，筹集了近20亿美元。这不仅有助于该公司进入主要资本市场，还将使中国大陆投资者能够通过港股通购买该股票，这应该会在不久的将来提振小鹏汽车的估值。最重要的是，由于小鹏汽车的业务在外部市场没有重大敞口，潜在贸易战的影响将很小。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> Despite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.</p><p><blockquote>尽管存在这些风险，但我们不应忘记，中国有望在未来四十年大幅减少碳足迹。因此，可以肯定的是，电动汽车在中国道路上的渗透率在未来几十年只会增加。因此，我们相信小鹏汽车现阶段有很大的推动增长空间，考虑到其第二季度的出色表现，我们也相信它完全有机会成为该地区最大的电动汽车制造商之一。</blockquote></p><p> The latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.</p><p><blockquote>最新预测表明，小鹏汽车的收入可能会从2020财年的90万美元增长364%至2022财年的41.8亿美元，而其每股收益损失预计也将从21年第二季度的-0.33美元降至第三季度和第四季度的-0.06美元。除此之外，该公司截至第一季度末拥有51.2亿美元现金，长期债务仅为4.97亿美元，由于最近香港的发行，其流动性状况已达到70亿美元左右。因此，小鹏汽车的资产负债表并没有过度杠杆化，而且由于新现金的涌入，它不太可能需要通过发行新股来筹集新债务或稀释股东权益来为其扩张提供资金。因此，我们认为其股票可以被视为成长股，特别是因为它最近被纳入富时指数，这应该有助于它吸引更多机构投资者的关注。</blockquote></p><p> With all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.</p><p><blockquote>考虑到所有这些，我们还认为现在是购买该公司股票的一个很好的切入点，因为交付量和产能可能会增加，以及未来几个月即将推出的P5轿车可能会推动其股票上涨更高的水平。因此，我们没有计划短期内回补我们在小鹏汽车的多头头寸。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts\">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":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184476863","content_text":"Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.\nBy being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.\nWe continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.\n\nRobert Way/iStock Editorial via Getty Images\nThe aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.\nFiring On All Cylinders\nXPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&P 500 Index for most of the last year, and is currently up ~5% since our latest article about its business was published in June.\nChart: Seeking Alpha\nOne of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.\nSource:InsideEVs\nThe biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.\nAnother important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.\nRisks\nAs for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.\nIn addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.\nTakeaway\nDespite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.\nThe latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.\nWith all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":1385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}