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mreddeham
mreddeham
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2021-11-30
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mreddeham
mreddeham
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2021-11-26
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10 Biggest Price Target Changes For Friday<blockquote>周五 10 大价格目标变化</blockquote>
Telsey Advisory Group raised Signet Jewelers Limited price target from $94 to $110. Signet Jewelers
10 Biggest Price Target Changes For Friday<blockquote>周五 10 大价格目标变化</blockquote>
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mreddeham
mreddeham
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2021-11-01
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NIO delivered 3,667 vehicles in October, decreasing by 27.5% YoY<blockquote>蔚来10月份交付3,667辆汽车，同比下降27.5%</blockquote>
NIO delivered 3,667 vehicles in October, decreasing by 27.5% YoY.The stock turned to dived more than
NIO delivered 3,667 vehicles in October, decreasing by 27.5% YoY<blockquote>蔚来10月份交付3,667辆汽车，同比下降27.5%</blockquote>
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mreddeham
mreddeham
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2021-10-26
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mreddeham
mreddeham
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2021-10-19
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Tesla Q3: Blowout Possible Again<blockquote>特斯拉第三季度：可能再次井喷</blockquote>
Summary Q3 street estimates seems rather low. Margin strength could lead to large beat. Investors l
Tesla Q3: Blowout Possible Again<blockquote>特斯拉第三季度：可能再次井喷</blockquote>
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mreddeham
mreddeham
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2021-10-15
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EV stocks rose in morning trading<blockquote>电动汽车股票早盘上涨</blockquote>
EV stocks rose in morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1% and 4%. Tes
EV stocks rose in morning trading<blockquote>电动汽车股票早盘上涨</blockquote>
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mreddeham
mreddeham
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2021-10-13
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Wall Street Says: Buy These 3 Nasdaq Stocks On The Dip<blockquote>华尔街表示：逢低买入这3只纳斯达克股票</blockquote>
Wall Street Memes lists the three worst-performing Nasdaq 100 stocks in the last 52 weeks. Should in
Wall Street Says: Buy These 3 Nasdaq Stocks On The Dip<blockquote>华尔街表示：逢低买入这3只纳斯达克股票</blockquote>
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mreddeham
mreddeham
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2021-10-12
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mreddeham
mreddeham
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2021-10-11
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mreddeham
mreddeham
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2021-09-28
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Signet Jewelers ","content":"<p><div> Telsey Advisory Group raised Signet Jewelers Limited price target from $94 to $110. Signet Jewelers shares fell 4.3% to $100.29 in pre-market trading. Credit Suisse boosted the price target for Deere ...</p><p><blockquote><div>Telsey Advisory Group 将 Signet Jewelers Limited 的目标价从 94 美元上调至 110 美元。Signet Jewelers 股价在盘前交易中下跌 4.3%，至 100.29 美元。瑞士信贷提高了Deere的目标价……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/markets/penny-stocks/21/11/24303334/10-biggest-price-target-changes-for-friday\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/penny-stocks/21/11/24303334/10-biggest-price-target-changes-for-friday\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>10 Biggest Price Target Changes For Friday<blockquote>周五 10 大价格目标变化</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\">\n10 Biggest Price Target Changes For Friday<blockquote>周五 10 大价格目标变化</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-11-26 21:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Telsey Advisory Group raised Signet Jewelers Limited price target from $94 to $110. Signet Jewelers shares fell 4.3% to $100.29 in pre-market trading. Credit Suisse boosted the price target for Deere ...</p><p><blockquote><div>Telsey Advisory Group 将 Signet Jewelers Limited 的目标价从 94 美元上调至 110 美元。Signet Jewelers 股价在盘前交易中下跌 4.3%，至 100.29 美元。瑞士信贷提高了Deere的目标价……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/markets/penny-stocks/21/11/24303334/10-biggest-price-target-changes-for-friday\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/penny-stocks/21/11/24303334/10-biggest-price-target-changes-for-friday\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/markets/penny-stocks/21/11/24303334/10-biggest-price-target-changes-for-friday\">Benzinga</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":{"ILPT":"Industrial Logistics Properties Trust","SPG":"西蒙地产","DLTR":"美元树公司","SIG":"西格内特珠宝","TJX":"The TJX Companies Inc.","COR":"CENCORA","NAT":"Nordic American Tanker","SY":"新氧","DE":"迪尔股份有限公司","WMG":"华纳音乐"},"source_url":"https://www.benzinga.com/markets/penny-stocks/21/11/24303334/10-biggest-price-target-changes-for-friday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102543087","content_text":"Telsey Advisory Group raised Signet Jewelers Limited price target from $94 to $110. Signet Jewelers shares fell 4.3% to $100.29 in pre-market trading.\nCredit Suisse boosted the price target for Deere & Company from $441 to $463. Deere shares fell 2.4% to $359.00 in pre-market trading.\nMorgan Stanley boosted Dollar Tree, Inc. price target from $125 to $150. Dollar Tree shares fell 1.3% to $144.64 in pre-market trading.\nNeedham cut the price target on So-Young International Inc. from $14 to $9. So-Young International shares fell 1.6% to $4.23 in pre-market trading.\nArgus Research raised The TJX Companies, Inc. price target from $86 to $88. TJX shares fell 2.3% to $69.84 in pre-market trading.\nRBC Capital lowered Industrial Logistics Properties Trust price target from $28 to $25. Industrial Logistics Properties Trust shares gained 3.1% to close at $23.31 on Wednesday.\nJefferies lowered the price target on Nordic American Tankers Limited from $2.75 to $2.25. Nordic American Tankers shares rose 0.5% to close at $1.92 on Wednesday.\nRBC Capital boosted CoreSite Realty Corporation price target from $136 to $170. CoreSite Realty shares rose 0.3% to close at $171.23 on Wednesday.\nCredit Suisse raised the price target on Warner Music Group Corp. from $48 to $50. Warner Music shares fell 0.3% to $42.85 in pre-market trading.\nArgus Research increased the price target for Simon Property Group, Inc. from $142 to $180. Simon Property shares fell 4.2% to $161.90 in pre-market trading.","news_type":1,"symbols_score_info":{"NAT":0.9,"ILPT":0.9,"SPG":0.9,"SIG":0.9,"TJX":0.9,"COR":0.9,"WMG":0.9,"SY":0.9,"DLTR":0.9,"DE":0.9}},"isVote":1,"tweetType":1,"viewCount":3062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849215334,"gmtCreate":1635758224744,"gmtModify":1635758224813,"author":{"id":"3581558525974959","authorId":"3581558525974959","name":"mreddeham","avatar":"https://static.tigerbbs.com/a6fa672c579549dff0b2d3edced5788b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581558525974959","authorIdStr":"3581558525974959"},"themes":[],"title":"","htmlText":"Comment n like","listText":"Comment n like","text":"Comment n like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/849215334","repostId":"1197939581","repostType":2,"repost":{"id":"1197939581","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":1635757515,"share":"https://www.laohunote.com/m/news/1197939581?lang=zh_CN&edition=full","pubTime":"2021-11-01 17:05","market":"us","language":"en","title":"NIO delivered 3,667 vehicles in October, decreasing by 27.5% YoY<blockquote>蔚来10月份交付3,667辆汽车，同比下降27.5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197939581","media":"Tiger Newspress","summary":"NIO delivered 3,667 vehicles in October, decreasing by 27.5% YoY.The stock turned to dived more than","content":"<p>NIO delivered 3,667 vehicles in October, decreasing by 27.5% YoY.The stock turned to dived more than 3% after rising 4% in premarket trading.</p><p><blockquote>蔚来10月份交付3,667辆汽车，同比下降27.5%。该股在盘前交易中上涨 4% 后转而暴跌超过 3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0d630f8625a48d81207e8b9f63b04197\" tg-width=\"848\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> NIO Inc. today announced its October 2021 delivery results.</p><p><blockquote>蔚来今天公布了 2021 年 10 月的交付结果。</blockquote></p><p> <ul> <li><b><i>NIO delivered 3,667 vehicles in October 2021, decreasing by 27.5% year-over-year due to restructuring and upgrades of manufacturing lines and preparation of new products introduction</i></b></li> <li><b><i>Cumulative deliveries of the ES8, ES6 and EC6 as of October 31, 2021 reached 145,703</i></b></li> </ul> NIO delivered 3,667 vehicles in October 2021, representing a decrease of 27.5% year-over-year. The vehicle delivery in October was significantly impacted by reduction in production volume as a result of the restructuring and upgrades of manufacturing lines and the preparation of new products introduction from September 28 to October 15, as well as certain supply chain volatilities. Despite the production and supply chain challenges, the Company’s new order reached another all-time high in October driven by increasing user demand.</p><p><blockquote><ul><li><b><i>蔚来2021年10月交付3,667辆汽车，同比下降27.5%，原因是生产线重组升级及新产品导入准备</i></b></li><li><b><i>截至2021年10月31日，ES8、ES6和EC6的累计交付量达到145,703辆</i></b></li></ul>2021年10月，蔚来交付3,667辆汽车，同比下降27.5%。十月份的车辆交付受到生产线重组升级、9月28日至10月15日新产品上市准备导致产量减少以及若干供应链波动的重大影响。尽管生产和供应链面临挑战，但在用户需求不断增长的推动下，该公司的新订单在 10 月份再次创下历史新高。</blockquote></p><p> Due to the restructuring and upgrade scheduling, ES8 production was resumed towards the end of October. The deliveries in October consisted of 218 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 2,528 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 921 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of October 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 145,703 vehicles.</p><p><blockquote>由于重组和升级计划，ES8 于 10 月底恢复生产。10 月份交付的车辆包括 218 辆 ES8（公司六座或七座旗舰高端智能电动 SUV）、2,528 辆 ES6（公司五座高性能高端智能电动 SUV）和 921 辆 EC6（公司五座高端智能电动轿跑车 SUV）。截至2021年10月31日，ES8、ES6和EC6的累计交付量达到145,703辆。</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 delivered 3,667 vehicles in October, decreasing by 27.5% YoY<blockquote>蔚来10月份交付3,667辆汽车，同比下降27.5%</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 delivered 3,667 vehicles in October, decreasing by 27.5% YoY<blockquote>蔚来10月份交付3,667辆汽车，同比下降27.5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-01 17:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>NIO delivered 3,667 vehicles in October, decreasing by 27.5% YoY.The stock turned to dived more than 3% after rising 4% in premarket trading.</p><p><blockquote>蔚来10月份交付3,667辆汽车，同比下降27.5%。该股在盘前交易中上涨 4% 后转而暴跌超过 3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0d630f8625a48d81207e8b9f63b04197\" tg-width=\"848\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> NIO Inc. today announced its October 2021 delivery results.</p><p><blockquote>蔚来今天公布了 2021 年 10 月的交付结果。</blockquote></p><p> <ul> <li><b><i>NIO delivered 3,667 vehicles in October 2021, decreasing by 27.5% year-over-year due to restructuring and upgrades of manufacturing lines and preparation of new products introduction</i></b></li> <li><b><i>Cumulative deliveries of the ES8, ES6 and EC6 as of October 31, 2021 reached 145,703</i></b></li> </ul> NIO delivered 3,667 vehicles in October 2021, representing a decrease of 27.5% year-over-year. The vehicle delivery in October was significantly impacted by reduction in production volume as a result of the restructuring and upgrades of manufacturing lines and the preparation of new products introduction from September 28 to October 15, as well as certain supply chain volatilities. Despite the production and supply chain challenges, the Company’s new order reached another all-time high in October driven by increasing user demand.</p><p><blockquote><ul><li><b><i>蔚来2021年10月交付3,667辆汽车，同比下降27.5%，原因是生产线重组升级及新产品导入准备</i></b></li><li><b><i>截至2021年10月31日，ES8、ES6和EC6的累计交付量达到145,703辆</i></b></li></ul>2021年10月，蔚来交付3,667辆汽车，同比下降27.5%。十月份的车辆交付受到生产线重组升级、9月28日至10月15日新产品上市准备导致产量减少以及若干供应链波动的重大影响。尽管生产和供应链面临挑战，但在用户需求不断增长的推动下，该公司的新订单在 10 月份再次创下历史新高。</blockquote></p><p> Due to the restructuring and upgrade scheduling, ES8 production was resumed towards the end of October. The deliveries in October consisted of 218 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 2,528 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 921 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of October 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 145,703 vehicles.</p><p><blockquote>由于重组和升级计划，ES8 于 10 月底恢复生产。10 月份交付的车辆包括 218 辆 ES8（公司六座或七座旗舰高端智能电动 SUV）、2,528 辆 ES6（公司五座高性能高端智能电动 SUV）和 921 辆 EC6（公司五座高端智能电动轿跑车 SUV）。截至2021年10月31日，ES8、ES6和EC6的累计交付量达到145,703辆。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197939581","content_text":"NIO delivered 3,667 vehicles in October, decreasing by 27.5% YoY.The stock turned to dived more than 3% after rising 4% in premarket trading.\n\nNIO Inc. today announced its October 2021 delivery results.\n\nNIO delivered 3,667 vehicles in October 2021, decreasing by 27.5% year-over-year due to restructuring and upgrades of manufacturing lines and preparation of new products introduction\nCumulative deliveries of the ES8, ES6 and EC6 as of October 31, 2021 reached 145,703\n\nNIO delivered 3,667 vehicles in October 2021, representing a decrease of 27.5% year-over-year. The vehicle delivery in October was significantly impacted by reduction in production volume as a result of the restructuring and upgrades of manufacturing lines and the preparation of new products introduction from September 28 to October 15, as well as certain supply chain volatilities. Despite the production and supply chain challenges, the Company’s new order reached another all-time high in October driven by increasing user demand.\nDue to the restructuring and upgrade scheduling, ES8 production was resumed towards the end of October. The deliveries in October consisted of 218 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 2,528 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 921 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of October 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 145,703 vehicles.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856520523,"gmtCreate":1635203739123,"gmtModify":1635203739334,"author":{"id":"3581558525974959","authorId":"3581558525974959","name":"mreddeham","avatar":"https://static.tigerbbs.com/a6fa672c579549dff0b2d3edced5788b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581558525974959","authorIdStr":"3581558525974959"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/856520523","repostId":"1182426097","repostType":4,"isVote":1,"tweetType":1,"viewCount":3545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859021520,"gmtCreate":1634641641959,"gmtModify":1634641747237,"author":{"id":"3581558525974959","authorId":"3581558525974959","name":"mreddeham","avatar":"https://static.tigerbbs.com/a6fa672c579549dff0b2d3edced5788b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581558525974959","authorIdStr":"3581558525974959"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859021520","repostId":"1198851965","repostType":4,"repost":{"id":"1198851965","kind":"news","pubTimestamp":1634623112,"share":"https://www.laohunote.com/m/news/1198851965?lang=zh_CN&edition=full","pubTime":"2021-10-19 13:58","market":"us","language":"en","title":"Tesla Q3: Blowout Possible Again<blockquote>特斯拉第三季度：可能再次井喷</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198851965","media":"Seeking Alpha","summary":"Summary\n\nQ3 street estimates seems rather low.\nMargin strength could lead to large beat.\nInvestors l","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Q3 street estimates seems rather low.</li> <li>Margin strength could lead to large beat.</li> <li>Investors looking for comments on supply chain issues.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5041f66900bbf640321835328ad686ba\" tg-width=\"1536\" tg-height=\"793\" width=\"100%\" height=\"auto\"><span>AdrianHancu/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>第三季度华尔街的估计似乎相当低。</li><li>利润率实力可能会导致大幅击败。</li><li>投资者寻求对供应链问题的评论。</li></ul><p class=\"t-img-caption\"><span>AdrianHancu/iStock 社论来自 Getty Images</span></p></blockquote></p><p> All eyes will be on electric vehicle maker Tesla(NASDAQ:TSLA)as the company reports its third quarter results after the bell on Wednesday, October 20th. Recently, the company announced record production and deliveries for the quarter that smashed analyst expectations. However, street estimates for Q3 haven't risen as much as one might expect, which could lead to another blowout earnings report this week.</p><p><blockquote>电动汽车制造商特斯拉（纳斯达克股票代码：TSLA）将于 10 月 20 日星期三盘后公布第三季度业绩，所有人的目光都将集中在该公司身上。最近，该公司宣布本季度创纪录的产量和交付量超出了分析师的预期。然而，华尔街对第三季度的预期并未像人们预期的那样上涨，这可能会导致本周另一份井喷收益报告。</blockquote></p><p> For the period, preliminary deliveries of 241,300 beat street estimates by nearly 20,000 units. In Q2 of this year, the average revenue per vehicle delivered (including regulatory credit sales) was just under $50,700. If you basically round off, the math tells you that a beat of that size should equal about an extra billion dollars in revenue. Going into the report, the street was exactly at $13 billion for its Q3 average, but take a look at where we are now.</p><p><blockquote>在此期间，241,300 辆的初步交付量超出了华尔街的预期近 20,000 辆。今年第二季度，每辆车的平均收入（包括监管信贷销售）略低于 50,700 美元。如果你基本上四舍五入，数学告诉你，这种规模的节拍应该相当于额外的10亿美元收入。从报告来看，华尔街第三季度的平均市值正好是 130 亿美元，但看看我们现在的情况。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c6077ce9974face1a7cfbeabe2e93e0\" tg-width=\"640\" tg-height=\"73\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha analyst estimates page</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Seeking Alpha 分析师估计页面</span></p></blockquote></p><p> Despite the large deliveries beat, the street average hasn't even risen by $650 million, so the consensus seems to be a bit low right now. Additionally, the \"low\" estimate seems completely off base, as that would represent a decline over Q2's top line figure despite an extra roughly 40,000 deliveries. Don't forget, the sequential jump in Model S cash deliveries was around 6,000 units, which at an average selling price of $100,000 is an additional $600 million in revenue alone. Taking the low estimate out would increase the street average by $100 million. Unless there was some massive discounting going on or some prior period adjustment, any revenue estimates around or below $13 billion just don't seem logical.</p><p><blockquote>尽管交付量大幅增长，但华尔街平均价格甚至没有上涨 6.5 亿美元，因此目前的共识似乎有点低。此外，“低”估计似乎完全偏离了基数，因为尽管交付量增加了约 40,000 辆，但这将代表第二季度的营收数字有所下降。别忘了，Model S 的现金交付量连续增加了约 6,000 辆，以 10 万美元的平均售价计算，仅收入就增加了 6 亿美元。去除较低的估计值将使街道平均水平增加 1 亿美元。除非出现大幅折扣或前期调整，否则任何 130 亿美元左右或以下的收入预期似乎都不合逻辑。</blockquote></p><p> Model Y sales to Europe, more Model S sales (including the expensive Plaid), and a full quarter of price raises in the US should all be tailwinds. The standard range Y in China will provide somewhat of a headwind, along with a slightly stronger dollar in the quarter. However, Tesla may be able to potentially recognize hundreds of millions of dollars in deferred revenue related to its full self-driving feature as that program expanded a bit during the quarter. I also am projecting a $100 million sequential decline in credit sales.</p><p><blockquote>Model Y 在欧洲的销量、更多的 Model S 销量（包括昂贵的 Plaid）以及在美国整整四分之一的价格上涨都应该是推动力。中国的标准区间Y将提供一些阻力，同时本季度美元小幅走强。然而，随着该计划在本季度略有扩展，特斯拉可能能够确认与其全自动驾驶功能相关的数亿美元递延收入。我还预计信用销售额将连续下降 1 亿美元。</blockquote></p><p> Perhaps the biggest question in the quarter will be margins. All of those price hikes, the mix of more Model Y and new Model S, and the ramp of production in China should be positives, potentially offsetting some or all supply chain or chip shortage inflation. In my base case, I'm assuming that total automotive gross margins increase by one percentage point, or a little more than half of the 190 basis points they jumped from Q1 to Q2. As I usually do, the table below shows a bear, base, and bull case, with dollar values in millions except per share amounts.</p><p><blockquote>也许本季度最大的问题将是利润率。所有这些价格上涨、更多 Model Y 和新款 Model S 的组合以及中国产量的增加都应该是积极的，可能会抵消部分或全部供应链或芯片短缺的通胀。在我的基本情况下，我假设汽车总毛利率增加了一个百分点，即从第一季度跃升到第二季度的 190 个基点的一半多一点。正如我通常所做的那样，下表显示了熊市、基本市和牛市的情况，除每股金额外，美元价值均为数百万美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9f864f8d975853337e47b5f88687b983\" tg-width=\"551\" tg-height=\"595\" width=\"100%\" height=\"auto\">I'm sure there will be critics who think I'm just trying to set a high bar so that Tesla cannot beat my base case. That is not true here, as on the revenue side I'm not even halfway between the street average and the high estimate on the street. On the bottom line, I'm not even calling for Tesla to beat by as much as it did in Q2 (47 cents). Also, using the average jump from Q2 to Q3 non-GAAP earnings per share over the past three years would put us a bit above $2 per share, and I'm still calling for a one handle there. For Tesla to miss estimates on the bottom line, gross margins would have to drop by about a percentage point sequentially. Even then, a little revenue upside or savings on the operating expense lines could still fuel a bottom line beat.</p><p><blockquote>我肯定会有批评者认为我只是想设定一个很高的标准，这样特斯拉就无法击败我的基本案件。这里的情况并非如此，因为在收入方面，我甚至还没有介于华尔街平均水平和华尔街高估计之间。最重要的是，我甚至不认为特斯拉会像第二季度那样大幅上涨（47 美分）。此外，使用过去三年从第二季度到第三季度非 GAAP 每股收益的平均跃升将使我们的每股收益略高于 2 美元，我仍然呼吁在那里进行单一处理。特斯拉要想达到利润预期，毛利率必须连续下降约一个百分点。即便如此，收入的一点上升或运营费用的节省仍然可以推动利润的增长。</blockquote></p><p></p><p> The other major item investors will be watching for is an update on Tesla's production facilities. It appears that Shanghai 3/Y production is now greater than Fremont's, and the Berlin and Texas factories are still on track to open this year. The company needs these facilities to come online in the next few months if it wants to hit a 50% yearly growth rate for 2022, likely meaning over 1.3 million deliveries. Any Tesla-specific delays that linger meaningfully into the new year may also impact other new products (Semi, Cybertruck, new Roadster) that have already been delayed a bit, as well as allowing the competition to potentially steal some market share. In the past few days, Tesla removed the Cybertruck's specifications and prices from its website. This may have to do with surging commodity costs since that product was unveiled, and it likely means Tesla will raise prices when production finally starts.</p><p><blockquote>投资者将关注的另一个主要项目是特斯拉生产设施的最新情况。看来上海3/Y的产量现在大于弗里蒙特，柏林和德克萨斯工厂今年仍有望开业。如果该公司希望在 2022 年实现 50% 的年增长率，这可能意味着交付量超过 130 万次，那么这些设施需要在未来几个月内上线。任何有意义地持续到新的一年的特斯拉特有延迟也可能影响已经被延迟一点的其他新产品（Semi、Cybertruck、new Roadster），并允许竞争对手可能窃取一些市场份额。在过去的几天里，特斯拉从其网站上删除了Cybertruck的规格和价格。这可能与该产品推出以来商品成本飙升有关，这可能意味着特斯拉将在最终开始生产时提高价格。</blockquote></p><p> As for Tesla shares, they are currently in a very nice uptrend and have broken solidly above $800 after the Q3 delivery report. As the chart below shows, the 50-day moving average (pink line) has crossed back above its longer term counterpart (200-day in purple). The stock closed Friday less than $60 from its all-time high, so the only concern here might be that the earnings report could be the old \"buy the rumor, sell the news\" type of event.</p><p><blockquote>至于特斯拉股票，它们目前处于非常好的上升趋势，并在第三季度交付报告发布后稳步突破 800 美元。如下图所示，50 天移动平均线（粉色线）已回穿其长期移动平均线（紫色 200 天移动平均线）上方。该股周五收盘价较历史高点不到 60 美元，因此这里唯一的担忧可能是收益报告可能是旧的“买谣言，卖新闻”类型的事件。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6c847a0a536db8d53da68a6fbbbeac\" tg-width=\"640\" tg-height=\"245\" width=\"100%\" height=\"auto\"><span>Source: Yahoo! Finance</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：雅虎!金融</span></p></blockquote></p><p> Tesla is set to report Q3 earnings this week, and it would not surprise me if we see the company beat again. Given the sharp sequential rise in deliveries, the street seems a bit low with some of its estimates, and any margin increases would likely mean a significant bottom line beat. Investors will be looking for updates on production capacities, not only to see if Berlin and Texas are close to being ready, but to start thinking about how far over one million deliveries Tesla could get next year. It certainly will be interesting to see the stock's reaction afterwards, as the recent rally may mean investors are pricing in another big beat.</p><p><blockquote>特斯拉将于本周公布第三季度收益，如果我们看到该公司再次获胜，我不会感到惊讶。鉴于交付量的连续急剧上升，华尔街的一些估计似乎有点低，任何利润率的增加都可能意味着利润的大幅增长。投资者将寻找产能的最新情况，不仅要看看柏林和德克萨斯是否接近准备就绪，还要开始考虑特斯拉明年能在多大程度上实现超过 100 万辆的交付。看看该股之后的反应肯定会很有趣，因为最近的反弹可能意味着投资者正在为另一次大幅上涨定价。</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>Tesla Q3: Blowout Possible Again<blockquote>特斯拉第三季度：可能再次井喷</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\">\nTesla Q3: Blowout Possible Again<blockquote>特斯拉第三季度：可能再次井喷</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\">2021-10-19 13:58</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>Q3 street estimates seems rather low.</li> <li>Margin strength could lead to large beat.</li> <li>Investors looking for comments on supply chain issues.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5041f66900bbf640321835328ad686ba\" tg-width=\"1536\" tg-height=\"793\" width=\"100%\" height=\"auto\"><span>AdrianHancu/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>第三季度华尔街的估计似乎相当低。</li><li>利润率实力可能会导致大幅击败。</li><li>投资者寻求对供应链问题的评论。</li></ul><p class=\"t-img-caption\"><span>AdrianHancu/iStock 社论来自 Getty Images</span></p></blockquote></p><p> All eyes will be on electric vehicle maker Tesla(NASDAQ:TSLA)as the company reports its third quarter results after the bell on Wednesday, October 20th. Recently, the company announced record production and deliveries for the quarter that smashed analyst expectations. However, street estimates for Q3 haven't risen as much as one might expect, which could lead to another blowout earnings report this week.</p><p><blockquote>电动汽车制造商特斯拉（纳斯达克股票代码：TSLA）将于 10 月 20 日星期三盘后公布第三季度业绩，所有人的目光都将集中在该公司身上。最近，该公司宣布本季度创纪录的产量和交付量超出了分析师的预期。然而，华尔街对第三季度的预期并未像人们预期的那样上涨，这可能会导致本周另一份井喷收益报告。</blockquote></p><p> For the period, preliminary deliveries of 241,300 beat street estimates by nearly 20,000 units. In Q2 of this year, the average revenue per vehicle delivered (including regulatory credit sales) was just under $50,700. If you basically round off, the math tells you that a beat of that size should equal about an extra billion dollars in revenue. Going into the report, the street was exactly at $13 billion for its Q3 average, but take a look at where we are now.</p><p><blockquote>在此期间，241,300 辆的初步交付量超出了华尔街的预期近 20,000 辆。今年第二季度，每辆车的平均收入（包括监管信贷销售）略低于 50,700 美元。如果你基本上四舍五入，数学告诉你，这种规模的节拍应该相当于额外的10亿美元收入。从报告来看，华尔街第三季度的平均市值正好是 130 亿美元，但看看我们现在的情况。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c6077ce9974face1a7cfbeabe2e93e0\" tg-width=\"640\" tg-height=\"73\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha analyst estimates page</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Seeking Alpha 分析师估计页面</span></p></blockquote></p><p> Despite the large deliveries beat, the street average hasn't even risen by $650 million, so the consensus seems to be a bit low right now. Additionally, the \"low\" estimate seems completely off base, as that would represent a decline over Q2's top line figure despite an extra roughly 40,000 deliveries. Don't forget, the sequential jump in Model S cash deliveries was around 6,000 units, which at an average selling price of $100,000 is an additional $600 million in revenue alone. Taking the low estimate out would increase the street average by $100 million. Unless there was some massive discounting going on or some prior period adjustment, any revenue estimates around or below $13 billion just don't seem logical.</p><p><blockquote>尽管交付量大幅增长，但华尔街平均价格甚至没有上涨 6.5 亿美元，因此目前的共识似乎有点低。此外，“低”估计似乎完全偏离了基数，因为尽管交付量增加了约 40,000 辆，但这将代表第二季度的营收数字有所下降。别忘了，Model S 的现金交付量连续增加了约 6,000 辆，以 10 万美元的平均售价计算，仅收入就增加了 6 亿美元。去除较低的估计值将使街道平均水平增加 1 亿美元。除非出现大幅折扣或前期调整，否则任何 130 亿美元左右或以下的收入预期似乎都不合逻辑。</blockquote></p><p> Model Y sales to Europe, more Model S sales (including the expensive Plaid), and a full quarter of price raises in the US should all be tailwinds. The standard range Y in China will provide somewhat of a headwind, along with a slightly stronger dollar in the quarter. However, Tesla may be able to potentially recognize hundreds of millions of dollars in deferred revenue related to its full self-driving feature as that program expanded a bit during the quarter. I also am projecting a $100 million sequential decline in credit sales.</p><p><blockquote>Model Y 在欧洲的销量、更多的 Model S 销量（包括昂贵的 Plaid）以及在美国整整四分之一的价格上涨都应该是推动力。中国的标准区间Y将提供一些阻力，同时本季度美元小幅走强。然而，随着该计划在本季度略有扩展，特斯拉可能能够确认与其全自动驾驶功能相关的数亿美元递延收入。我还预计信用销售额将连续下降 1 亿美元。</blockquote></p><p> Perhaps the biggest question in the quarter will be margins. All of those price hikes, the mix of more Model Y and new Model S, and the ramp of production in China should be positives, potentially offsetting some or all supply chain or chip shortage inflation. In my base case, I'm assuming that total automotive gross margins increase by one percentage point, or a little more than half of the 190 basis points they jumped from Q1 to Q2. As I usually do, the table below shows a bear, base, and bull case, with dollar values in millions except per share amounts.</p><p><blockquote>也许本季度最大的问题将是利润率。所有这些价格上涨、更多 Model Y 和新款 Model S 的组合以及中国产量的增加都应该是积极的，可能会抵消部分或全部供应链或芯片短缺的通胀。在我的基本情况下，我假设汽车总毛利率增加了一个百分点，即从第一季度跃升到第二季度的 190 个基点的一半多一点。正如我通常所做的那样，下表显示了熊市、基本市和牛市的情况，除每股金额外，美元价值均为数百万美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9f864f8d975853337e47b5f88687b983\" tg-width=\"551\" tg-height=\"595\" width=\"100%\" height=\"auto\">I'm sure there will be critics who think I'm just trying to set a high bar so that Tesla cannot beat my base case. That is not true here, as on the revenue side I'm not even halfway between the street average and the high estimate on the street. On the bottom line, I'm not even calling for Tesla to beat by as much as it did in Q2 (47 cents). Also, using the average jump from Q2 to Q3 non-GAAP earnings per share over the past three years would put us a bit above $2 per share, and I'm still calling for a one handle there. For Tesla to miss estimates on the bottom line, gross margins would have to drop by about a percentage point sequentially. Even then, a little revenue upside or savings on the operating expense lines could still fuel a bottom line beat.</p><p><blockquote>我肯定会有批评者认为我只是想设定一个很高的标准，这样特斯拉就无法击败我的基本案件。这里的情况并非如此，因为在收入方面，我甚至还没有介于华尔街平均水平和华尔街高估计之间。最重要的是，我甚至不认为特斯拉会像第二季度那样大幅上涨（47 美分）。此外，使用过去三年从第二季度到第三季度非 GAAP 每股收益的平均跃升将使我们的每股收益略高于 2 美元，我仍然呼吁在那里进行单一处理。特斯拉要想达到利润预期，毛利率必须连续下降约一个百分点。即便如此，收入的一点上升或运营费用的节省仍然可以推动利润的增长。</blockquote></p><p></p><p> The other major item investors will be watching for is an update on Tesla's production facilities. It appears that Shanghai 3/Y production is now greater than Fremont's, and the Berlin and Texas factories are still on track to open this year. The company needs these facilities to come online in the next few months if it wants to hit a 50% yearly growth rate for 2022, likely meaning over 1.3 million deliveries. Any Tesla-specific delays that linger meaningfully into the new year may also impact other new products (Semi, Cybertruck, new Roadster) that have already been delayed a bit, as well as allowing the competition to potentially steal some market share. In the past few days, Tesla removed the Cybertruck's specifications and prices from its website. This may have to do with surging commodity costs since that product was unveiled, and it likely means Tesla will raise prices when production finally starts.</p><p><blockquote>投资者将关注的另一个主要项目是特斯拉生产设施的最新情况。看来上海3/Y的产量现在大于弗里蒙特，柏林和德克萨斯工厂今年仍有望开业。如果该公司希望在 2022 年实现 50% 的年增长率，这可能意味着交付量超过 130 万次，那么这些设施需要在未来几个月内上线。任何有意义地持续到新的一年的特斯拉特有延迟也可能影响已经被延迟一点的其他新产品（Semi、Cybertruck、new Roadster），并允许竞争对手可能窃取一些市场份额。在过去的几天里，特斯拉从其网站上删除了Cybertruck的规格和价格。这可能与该产品推出以来商品成本飙升有关，这可能意味着特斯拉将在最终开始生产时提高价格。</blockquote></p><p> As for Tesla shares, they are currently in a very nice uptrend and have broken solidly above $800 after the Q3 delivery report. As the chart below shows, the 50-day moving average (pink line) has crossed back above its longer term counterpart (200-day in purple). The stock closed Friday less than $60 from its all-time high, so the only concern here might be that the earnings report could be the old \"buy the rumor, sell the news\" type of event.</p><p><blockquote>至于特斯拉股票，它们目前处于非常好的上升趋势，并在第三季度交付报告发布后稳步突破 800 美元。如下图所示，50 天移动平均线（粉色线）已回穿其长期移动平均线（紫色 200 天移动平均线）上方。该股周五收盘价较历史高点不到 60 美元，因此这里唯一的担忧可能是收益报告可能是旧的“买谣言，卖新闻”类型的事件。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6c847a0a536db8d53da68a6fbbbeac\" tg-width=\"640\" tg-height=\"245\" width=\"100%\" height=\"auto\"><span>Source: Yahoo! Finance</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：雅虎!金融</span></p></blockquote></p><p> Tesla is set to report Q3 earnings this week, and it would not surprise me if we see the company beat again. Given the sharp sequential rise in deliveries, the street seems a bit low with some of its estimates, and any margin increases would likely mean a significant bottom line beat. Investors will be looking for updates on production capacities, not only to see if Berlin and Texas are close to being ready, but to start thinking about how far over one million deliveries Tesla could get next year. It certainly will be interesting to see the stock's reaction afterwards, as the recent rally may mean investors are pricing in another big beat.</p><p><blockquote>特斯拉将于本周公布第三季度收益，如果我们看到该公司再次获胜，我不会感到惊讶。鉴于交付量的连续急剧上升，华尔街的一些估计似乎有点低，任何利润率的增加都可能意味着利润的大幅增长。投资者将寻找产能的最新情况，不仅要看看柏林和德克萨斯是否接近准备就绪，还要开始考虑特斯拉明年能在多大程度上实现超过 100 万辆的交付。看看该股之后的反应肯定会很有趣，因为最近的反弹可能意味着投资者正在为另一次大幅上涨定价。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4460443-tesla-stock-blowout-q3-possible-again\">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":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4460443-tesla-stock-blowout-q3-possible-again","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198851965","content_text":"Summary\n\nQ3 street estimates seems rather low.\nMargin strength could lead to large beat.\nInvestors looking for comments on supply chain issues.\n\nAdrianHancu/iStock Editorial via Getty Images\nAll eyes will be on electric vehicle maker Tesla(NASDAQ:TSLA)as the company reports its third quarter results after the bell on Wednesday, October 20th. Recently, the company announced record production and deliveries for the quarter that smashed analyst expectations. However, street estimates for Q3 haven't risen as much as one might expect, which could lead to another blowout earnings report this week.\nFor the period, preliminary deliveries of 241,300 beat street estimates by nearly 20,000 units. In Q2 of this year, the average revenue per vehicle delivered (including regulatory credit sales) was just under $50,700. If you basically round off, the math tells you that a beat of that size should equal about an extra billion dollars in revenue. Going into the report, the street was exactly at $13 billion for its Q3 average, but take a look at where we are now.\nSource: Seeking Alpha analyst estimates page\nDespite the large deliveries beat, the street average hasn't even risen by $650 million, so the consensus seems to be a bit low right now. Additionally, the \"low\" estimate seems completely off base, as that would represent a decline over Q2's top line figure despite an extra roughly 40,000 deliveries. Don't forget, the sequential jump in Model S cash deliveries was around 6,000 units, which at an average selling price of $100,000 is an additional $600 million in revenue alone. Taking the low estimate out would increase the street average by $100 million. Unless there was some massive discounting going on or some prior period adjustment, any revenue estimates around or below $13 billion just don't seem logical.\nModel Y sales to Europe, more Model S sales (including the expensive Plaid), and a full quarter of price raises in the US should all be tailwinds. The standard range Y in China will provide somewhat of a headwind, along with a slightly stronger dollar in the quarter. However, Tesla may be able to potentially recognize hundreds of millions of dollars in deferred revenue related to its full self-driving feature as that program expanded a bit during the quarter. I also am projecting a $100 million sequential decline in credit sales.\nPerhaps the biggest question in the quarter will be margins. All of those price hikes, the mix of more Model Y and new Model S, and the ramp of production in China should be positives, potentially offsetting some or all supply chain or chip shortage inflation. In my base case, I'm assuming that total automotive gross margins increase by one percentage point, or a little more than half of the 190 basis points they jumped from Q1 to Q2. As I usually do, the table below shows a bear, base, and bull case, with dollar values in millions except per share amounts.\nI'm sure there will be critics who think I'm just trying to set a high bar so that Tesla cannot beat my base case. That is not true here, as on the revenue side I'm not even halfway between the street average and the high estimate on the street. On the bottom line, I'm not even calling for Tesla to beat by as much as it did in Q2 (47 cents). Also, using the average jump from Q2 to Q3 non-GAAP earnings per share over the past three years would put us a bit above $2 per share, and I'm still calling for a one handle there. For Tesla to miss estimates on the bottom line, gross margins would have to drop by about a percentage point sequentially. Even then, a little revenue upside or savings on the operating expense lines could still fuel a bottom line beat.\nThe other major item investors will be watching for is an update on Tesla's production facilities. It appears that Shanghai 3/Y production is now greater than Fremont's, and the Berlin and Texas factories are still on track to open this year. The company needs these facilities to come online in the next few months if it wants to hit a 50% yearly growth rate for 2022, likely meaning over 1.3 million deliveries. Any Tesla-specific delays that linger meaningfully into the new year may also impact other new products (Semi, Cybertruck, new Roadster) that have already been delayed a bit, as well as allowing the competition to potentially steal some market share. In the past few days, Tesla removed the Cybertruck's specifications and prices from its website. This may have to do with surging commodity costs since that product was unveiled, and it likely means Tesla will raise prices when production finally starts.\nAs for Tesla shares, they are currently in a very nice uptrend and have broken solidly above $800 after the Q3 delivery report. As the chart below shows, the 50-day moving average (pink line) has crossed back above its longer term counterpart (200-day in purple). The stock closed Friday less than $60 from its all-time high, so the only concern here might be that the earnings report could be the old \"buy the rumor, sell the news\" type of event.\nSource: Yahoo! Finance\nTesla is set to report Q3 earnings this week, and it would not surprise me if we see the company beat again. Given the sharp sequential rise in deliveries, the street seems a bit low with some of its estimates, and any margin increases would likely mean a significant bottom line beat. Investors will be looking for updates on production capacities, not only to see if Berlin and Texas are close to being ready, but to start thinking about how far over one million deliveries Tesla could get next year. It certainly will be interesting to see the stock's reaction afterwards, as the recent rally may mean investors are pricing in another big beat.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824605648,"gmtCreate":1634306421904,"gmtModify":1634306503411,"author":{"id":"3581558525974959","authorId":"3581558525974959","name":"mreddeham","avatar":"https://static.tigerbbs.com/a6fa672c579549dff0b2d3edced5788b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581558525974959","authorIdStr":"3581558525974959"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/824605648","repostId":"1188641122","repostType":4,"repost":{"id":"1188641122","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":1634305460,"share":"https://www.laohunote.com/m/news/1188641122?lang=zh_CN&edition=full","pubTime":"2021-10-15 21:44","market":"us","language":"en","title":"EV stocks rose in morning trading<blockquote>电动汽车股票早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1188641122","media":"Tiger Newspress","summary":"EV stocks rose in morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1% and 4%.\n\nTes","content":"<p>EV stocks rose in morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1% and 4%.</p><p><blockquote>电动汽车股早盘上涨。特斯拉、蔚来汽车、小鹏汽车和理想汽车上涨1%至4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718cbd03e21f15e45c2574be4e4017b5\" tg-width=\"401\" tg-height=\"242\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tesla edged higher Friday after a Jefferies analyst raised his price target on the electric vehicle maker to $950 from $850.</p><p><blockquote>杰富瑞 (Jefferies) 分析师将这家电动汽车制造商的目标价从 850 美元上调至 950 美元后，特斯拉股价周五小幅走高。</blockquote></p><p> Analyst Philippe Houchois, who affirmed a buy rating on Tesla, boosted his price target after raising his estimates of earnings before interest and taxes 7% to 9% for 2022-2023, according to the Fly.</p><p><blockquote>据 the Fly 报道，分析师 Philippe Houchois 确认了特斯拉的买入评级，并在将 2022-2023 年息税前利润预期上调 7% 至 9% 后提高了目标价。</blockquote></p><p> Following further analysis of third-quarter data and various sources of information on the soon-to-be launched Berlin facility, the analyst said that he saw a higher capacity ramp and sustained demand.</p><p><blockquote>在对第三季度数据和即将启动的柏林工厂的各种信息来源进行进一步分析后，该分析师表示，他看到了更高的产能增长和持续的需求。</blockquote></p><p> In addition, Houchois said sees little evidence of legacy automakers closing the gap as Tesla continues to challenge them \"at multiple levels.\"</p><p><blockquote>此外，Houchois 表示，由于特斯拉继续“在多个层面”挑战传统汽车制造商，他认为几乎没有证据表明传统汽车制造商正在缩小差距。</blockquote></p><p> Chinese electric vehicle maker Nio Inc said it would double the capacity of its Hefei plant to 240,000 vehicles a year, up from 120,000 units.</p><p><blockquote>中国电动汽车制造商蔚来表示，将把合肥工厂的年产能从 12 万辆增加一倍，达到 24 万辆。</blockquote></p><p> XPeng published its first ESG report on Thursday. ESG is short for environmental, social and governance and companies publish ESG reports—sometimes called sustainability reports or impact reports—to tell stakeholders how their operations are impacting communities they serve.</p><p><blockquote>小鹏汽车周四发布了首份 ESG 报告。ESG是环境、社会和治理的缩写，公司发布ESG报告（有时称为可持续发展报告或影响报告），告诉利益相关者他们的运营如何影响他们所服务的社区。</blockquote></p><p> Solid ESG reports are one less thing for investors to worry about. That’s good news for XPeng.</p><p><blockquote>可靠的ESG报告让投资者少了一件需要担心的事情。这对小鹏汽车来说是个好消息。</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>EV stocks rose in morning trading<blockquote>电动汽车股票早盘上涨</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks rose in morning trading<blockquote>电动汽车股票早盘上涨</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\">2021-10-15 21:44</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks rose in morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1% and 4%.</p><p><blockquote>电动汽车股早盘上涨。特斯拉、蔚来汽车、小鹏汽车和理想汽车上涨1%至4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718cbd03e21f15e45c2574be4e4017b5\" tg-width=\"401\" tg-height=\"242\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tesla edged higher Friday after a Jefferies analyst raised his price target on the electric vehicle maker to $950 from $850.</p><p><blockquote>杰富瑞 (Jefferies) 分析师将这家电动汽车制造商的目标价从 850 美元上调至 950 美元后，特斯拉股价周五小幅走高。</blockquote></p><p> Analyst Philippe Houchois, who affirmed a buy rating on Tesla, boosted his price target after raising his estimates of earnings before interest and taxes 7% to 9% for 2022-2023, according to the Fly.</p><p><blockquote>据 the Fly 报道，分析师 Philippe Houchois 确认了特斯拉的买入评级，并在将 2022-2023 年息税前利润预期上调 7% 至 9% 后提高了目标价。</blockquote></p><p> Following further analysis of third-quarter data and various sources of information on the soon-to-be launched Berlin facility, the analyst said that he saw a higher capacity ramp and sustained demand.</p><p><blockquote>在对第三季度数据和即将启动的柏林工厂的各种信息来源进行进一步分析后，该分析师表示，他看到了更高的产能增长和持续的需求。</blockquote></p><p> In addition, Houchois said sees little evidence of legacy automakers closing the gap as Tesla continues to challenge them \"at multiple levels.\"</p><p><blockquote>此外，Houchois 表示，由于特斯拉继续“在多个层面”挑战传统汽车制造商，他认为几乎没有证据表明传统汽车制造商正在缩小差距。</blockquote></p><p> Chinese electric vehicle maker Nio Inc said it would double the capacity of its Hefei plant to 240,000 vehicles a year, up from 120,000 units.</p><p><blockquote>中国电动汽车制造商蔚来表示，将把合肥工厂的年产能从 12 万辆增加一倍，达到 24 万辆。</blockquote></p><p> XPeng published its first ESG report on Thursday. ESG is short for environmental, social and governance and companies publish ESG reports—sometimes called sustainability reports or impact reports—to tell stakeholders how their operations are impacting communities they serve.</p><p><blockquote>小鹏汽车周四发布了首份 ESG 报告。ESG是环境、社会和治理的缩写，公司发布ESG报告（有时称为可持续发展报告或影响报告），告诉利益相关者他们的运营如何影响他们所服务的社区。</blockquote></p><p> Solid ESG reports are one less thing for investors to worry about. That’s good news for XPeng.</p><p><blockquote>可靠的ESG报告让投资者少了一件需要担心的事情。这对小鹏汽车来说是个好消息。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来","LI":"理想汽车","XPEV":"小鹏集团"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188641122","content_text":"EV stocks rose in morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1% and 4%.\n\nTesla edged higher Friday after a Jefferies analyst raised his price target on the electric vehicle maker to $950 from $850.\nAnalyst Philippe Houchois, who affirmed a buy rating on Tesla, boosted his price target after raising his estimates of earnings before interest and taxes 7% to 9% for 2022-2023, according to the Fly.\nFollowing further analysis of third-quarter data and various sources of information on the soon-to-be launched Berlin facility, the analyst said that he saw a higher capacity ramp and sustained demand.\nIn addition, Houchois said sees little evidence of legacy automakers closing the gap as Tesla continues to challenge them \"at multiple levels.\"\nChinese electric vehicle maker Nio Inc said it would double the capacity of its Hefei plant to 240,000 vehicles a year, up from 120,000 units.\nXPeng published its first ESG report on Thursday. ESG is short for environmental, social and governance and companies publish ESG reports—sometimes called sustainability reports or impact reports—to tell stakeholders how their operations are impacting communities they serve.\nSolid ESG reports are one less thing for investors to worry about. That’s good news for XPeng.","news_type":1,"symbols_score_info":{"TSLA":0.9,"LI":0.9,"NIO":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":3275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822693325,"gmtCreate":1634122830257,"gmtModify":1634122830405,"author":{"id":"3581558525974959","authorId":"3581558525974959","name":"mreddeham","avatar":"https://static.tigerbbs.com/a6fa672c579549dff0b2d3edced5788b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581558525974959","authorIdStr":"3581558525974959"},"themes":[],"title":"","htmlText":"Like ","listText":"Like ","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822693325","repostId":"1104360269","repostType":4,"repost":{"id":"1104360269","kind":"news","pubTimestamp":1634112030,"share":"https://www.laohunote.com/m/news/1104360269?lang=zh_CN&edition=full","pubTime":"2021-10-13 16:00","market":"us","language":"en","title":"Wall Street Says: Buy These 3 Nasdaq Stocks On The Dip<blockquote>华尔街表示：逢低买入这3只纳斯达克股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104360269","media":"TheStreet","summary":"Wall Street Memes lists the three worst-performing Nasdaq 100 stocks in the last 52 weeks. Should in","content":"<p>Wall Street Memes lists the three worst-performing Nasdaq 100 stocks in the last 52 weeks. Should investors take the opportunity to buy the dip?</p><p><blockquote>华尔街模因列出了过去 52 周内表现最差的三只纳斯达克 100 指数股票。投资者该不该趁机抄底？</blockquote></p><p> The Nasdaq 100 has risen 28% in the last 12 months. The tech-rich index includes some of the most well-known companies listed on the US stock exchange, from Apple to Amazon and beyond. In the last five years, the Nasdaq’s value has jumped an astounding 209%.</p><p><blockquote>纳斯达克100指数在过去12个月里上涨了28%。这个科技丰富的指数包括一些在美国证券交易所上市的最知名的公司，从苹果到亚马逊等等。在过去五年中，纳斯达克的价值跃升了 209%，令人震惊。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac32321c1c19691dfb6a4cdb6dc89091\" tg-width=\"672\" tg-height=\"481\" width=\"100%\" height=\"auto\"><span>Figure 1: Nasdaq Invesco QQQ performance in the past 5 years.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：纳斯达克景顺QQQ近5年表现。</span></p></blockquote></p><p> In its search for good deals, Wall Street Memes looked at the worst performing Nasdaq 100 stocks in the last 52 weeks. Could negative momentum give way to bargain hunting and turn some of these stock into winners in the foreseeable future? Below are three potential buy-on-dip ideas.</p><p><blockquote>为了寻找好的交易，华尔街迷因研究了过去 52 周内表现最差的纳斯达克 100 指数股票。在可预见的未来，负面势头能否让位于抄底并将其中一些股票变成赢家？以下是三个潜在的逢低买入想法。</blockquote></p><p> <b>#3 Vertex Pharmaceuticals - $VRTX</b></p><p><blockquote><b>#3 顶点制药 - $VRTX</b></blockquote></p><p> The $46 billion market cap pharmaceutical company develops and markets therapies for treating cystic fibrosis. <b>VRTX</b> stock has been down 22% year-to-date and is currently priced at $179 at last check. Wall Street consensus on the stock is a moderate buy. Based on 13 reports in the last three months, the price target consensus of $245 suggests 37% upside potential.</p><p><blockquote>这家市值达 460 亿美元的制药公司开发并销售治疗囊性纤维化的疗法。<b>VRTX</b>今年迄今为止，该股已下跌 22%，上次检查时目前价格为 179 美元。华尔街对该股的共识是适度买入。根据过去三个月的 13 份报告，245 美元的目标价共识表明有 37% 的上涨潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ca3ea7d3f8df55881c3873f461b4318\" tg-width=\"677\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>Figure 2: VRTX performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2：VRTX 年初至今的性能。</span></p></blockquote></p><p> Bearishness has been well presented by research company Stifel. After downgrading the stock from buy to neutral, the skeptical analyst assigned high market risk for the company’s drug pipeline, given that Vertex is a $50 billion company and its next programs are “unlikely to be narrative changing”.</p><p><blockquote>研究公司 Stifel 很好地表达了悲观情绪。在将该股评级从买入下调至中性后，这位持怀疑态度的分析师认为该公司的药品管道存在很高的市场风险，因为 Vertex 是一家市值 500 亿美元的公司，其下一步计划 “不太可能改变叙事”。</blockquote></p><p> On the other hand, Piper Sandler analyst recommended the stock a couple of months ago and bumped his price target on VRTX to $323 from $261. He attributed his bullishness in part to transformational drug Trikafta and convictions that the company would beat on earnings.</p><p><blockquote>另一方面，Piper Sandler 分析师几个月前推荐了该股，并将 VRTX 的目标价从 261 美元上调至 323 美元。他将自己的乐观情绪部分归因于变革性药物 Trikafta，以及对该公司盈利将超越的信念。</blockquote></p><p> <b>#2 Peloton Interactive - $PTON</b></p><p><blockquote><b>#2 Peloton Interactive - $PTON</b></blockquote></p><p> The company, which provides interactive fitness products and subscriptions, was a pandemic darling last year. In 2021, however, the stock has been struggling.<b>PTON</b> stock has been down 41% year-to-date and is currently priced at $86 at last check.</p><p><blockquote>该公司提供互动健身产品和订阅服务，去年是疫情的宠儿。然而，2021年，该股一直在苦苦挣扎。<b>普顿</b>今年迄今为止，该股已下跌 41%，上次检查时目前价格为 86 美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ef56058e86dac52ed1bec3a0acc19a\" tg-width=\"664\" tg-height=\"492\" width=\"100%\" height=\"auto\"><span>Figure 3: PTON performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 3：PTON 年初至今的表现。</span></p></blockquote></p><p> Despite poor momentum, Wall Street believes that this could be a good time to invest in Peloton stock. The $26 billion market cap company has a buy consensus and a $127 price target that points at 47% upside, based on 22 reports issued in the last three months.</p><p><blockquote>尽管势头不佳，但华尔街认为这可能是投资 Peloton 股票的好时机。根据过去三个月发布的 22 份报告，这家市值 260 亿美元的公司获得了买入共识，目标价为 127 美元，上涨空间为 47%。</blockquote></p><p> The bear case is explained by UBS and is backed up by analysis on valuation that is arguably stretched. Analyst Eric Sheridan has recentlyreiterateda sell rating on the stock, forecasting a $70 price on PTON for 18% downside.</p><p><blockquote>瑞银解释了熊市的情况，并得到了可以说是夸张的估值分析的支持。分析师埃里克·谢里丹 (Eric Sheridan) 最近重申了该股的卖出评级，预测 PTON 价格为 70 美元，下跌 18%。</blockquote></p><p> <i>\"The stock’s appreciation to more than 17% over two days implies close to $1.2B of sales that the market is assigning to the opportunity based on where the stock is trading on 2023 EV-to-sales average multiple of 4.2x. Street expects 2023 connected fitness subscribers of around 5.06 million. This implies roughly $240 of spend per subscriber per year.\"</i> On the bullish side, Barclays analyst Mario Lu justified the recent miss in gross margins on higher-than-expected refunds from the Tread recall along with continued increase in shipping costs. Bullishness is reiterated due to fiscal 2022 now being seen as an investment year, as Peloton looks to plow money aggressively into both marketing and R&D – which the analyst believes to be the right long-term decision. He has a buy rating on PTON and 50% upside opportunity.</p><p><blockquote><i>“该股在两天内升值超过 17%，这意味着根据该股的交易价格，市场将为 The opportunity 分配近 12 亿美元的销售额，2023 年 EV 与销售额的平均倍数为 4.2 倍。Street 预计 2023 年的互联健身用户将达到约 506 万。这意味着每个用户每年的支出约为 240 美元”。</i>从乐观的角度来看，巴克莱分析师马里奥·卢 (Mario Lu) 解释了最近毛利率下降的原因是胎面召回的退款高于预期以及运输成本持续增加。由于 2022 财年现在被视为投资年，乐观情绪再次得到重申，因为 Peloton 希望积极将资金投入营销和研发——分析师认为这是正确的长期决定。他对 PTON 给予买入评级，上涨机会为 50%。</blockquote></p><p> Lastly, famed investor Cathie Wood purchased a sizeable batch of PTON stock a few days ago. Wood’s Ark fund bought the dip as the company missed earnings estimates, and it currently owns 1.7 million shares of PTON that are worth $172 million.</p><p><blockquote>最后，著名投资者 Cathie Wood 几天前购买了大量 PTON 股票。伍德的方舟基金逢低买入，因为该公司未能达到盈利预期，目前该公司持有 170 万股 PTON 股票，价值 1.72 亿美元。</blockquote></p><p> <b>#1 Pinduoduo Inc. - $PDD</b></p><p><blockquote><b>#1 拼多多 - $PDD</b></blockquote></p><p> This Shanghai-based e-commerce operator <b>PDD</b> saw its stock drop more than 42% year-to-date – shares are currently valued at $96 at last check. The $118 billion market cap company is a strong buy according to Wall Street and is expected to recover 42% over the next twelve months. With a consensus price target of $137 forecasted by nine sell-side analysts over the last three months, Pinduoduo is believed to be undervalued.</p><p><blockquote>这家总部位于上海的电子商务运营商<b>PDD</b>今年迄今为止，其股价已下跌超过 42%——上次检查时，股价目前为 96 美元。据华尔街称，这家市值达 1180 亿美元的公司值得强力买入，预计未来 12 个月将恢复 42%。过去三个月，九位卖方分析师预测拼多多的一致目标价为 137 美元，因此被认为被低估。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c71aaf3f1c288906054fc28ee7ff545\" tg-width=\"667\" tg-height=\"485\" width=\"100%\" height=\"auto\"><span>Figure 4: PDD performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 4：年初至今的 PDD 表现。</span></p></blockquote></p><p> China Renaissance analyst Nicky Ge forecasts $150 share price and attributes PDD’s recent stock weakness partly on market expectations for 2021 gross merchandising value growth. The analyst also added the following commentary:</p><p><blockquote>华兴资本分析师 Nicky Ge 预测股价为 150 美元，并将 PDD 近期股价疲软的部分原因归因于市场对 2021 年商品总价值增长的预期。分析师还补充了以下评论：</blockquote></p><p> <i>“Given a lackluster recovery in China’s internet retailing market in 1H21, we forecast PDD to deliver 43% and 40% YoY gross merchandising value growth in 2Q21E and 2021E, respectively, compared to 66% YoY growth in 2020.”</i> Two months ago, Benchmark analyst Fawne Jiang lowered his PDD price target to $156 from $176. Mixed Q2 results, headlined by an “outsized beat on earnings although revenue missed mainly as a result of 1P sales fluctuations”, were to blame. However, the analyst is incrementally more bullish on the company's long-term earnings potential and believes that investing in the next sustainable moat is strategically important for long-term growth.</p><p><blockquote><i>“鉴于中国互联网零售市场在 21 年上半年的复苏乏力，我们预测 PDD 在 21 年第二季度和 2021 年第二季度的总商品价值将分别实现 43% 和 40% 的同比增长，而 2020 年的同比增长为 66%。”</i>两个月前，Benchmark 分析师 Fawne Jiang 将 PDD 目标价从 176 美元下调至 156 美元。第二季度业绩喜忧参半，其头条新闻是 “尽管收入下降主要是由于 1 便士的销售额波动，但盈利却大幅增长”，这是罪魁祸首。然而，分析师越来越看好该公司的长期盈利潜力，并认为投资下一个可持续护城河对于长期增长具有重要的战略意义。</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>Wall Street Says: Buy These 3 Nasdaq Stocks On The Dip<blockquote>华尔街表示：逢低买入这3只纳斯达克股票</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\">\nWall Street Says: Buy These 3 Nasdaq Stocks On The Dip<blockquote>华尔街表示：逢低买入这3只纳斯达克股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-13 16:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wall Street Memes lists the three worst-performing Nasdaq 100 stocks in the last 52 weeks. Should investors take the opportunity to buy the dip?</p><p><blockquote>华尔街模因列出了过去 52 周内表现最差的三只纳斯达克 100 指数股票。投资者该不该趁机抄底？</blockquote></p><p> The Nasdaq 100 has risen 28% in the last 12 months. The tech-rich index includes some of the most well-known companies listed on the US stock exchange, from Apple to Amazon and beyond. In the last five years, the Nasdaq’s value has jumped an astounding 209%.</p><p><blockquote>纳斯达克100指数在过去12个月里上涨了28%。这个科技丰富的指数包括一些在美国证券交易所上市的最知名的公司，从苹果到亚马逊等等。在过去五年中，纳斯达克的价值跃升了 209%，令人震惊。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac32321c1c19691dfb6a4cdb6dc89091\" tg-width=\"672\" tg-height=\"481\" width=\"100%\" height=\"auto\"><span>Figure 1: Nasdaq Invesco QQQ performance in the past 5 years.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：纳斯达克景顺QQQ近5年表现。</span></p></blockquote></p><p> In its search for good deals, Wall Street Memes looked at the worst performing Nasdaq 100 stocks in the last 52 weeks. Could negative momentum give way to bargain hunting and turn some of these stock into winners in the foreseeable future? Below are three potential buy-on-dip ideas.</p><p><blockquote>为了寻找好的交易，华尔街迷因研究了过去 52 周内表现最差的纳斯达克 100 指数股票。在可预见的未来，负面势头能否让位于抄底并将其中一些股票变成赢家？以下是三个潜在的逢低买入想法。</blockquote></p><p> <b>#3 Vertex Pharmaceuticals - $VRTX</b></p><p><blockquote><b>#3 顶点制药 - $VRTX</b></blockquote></p><p> The $46 billion market cap pharmaceutical company develops and markets therapies for treating cystic fibrosis. <b>VRTX</b> stock has been down 22% year-to-date and is currently priced at $179 at last check. Wall Street consensus on the stock is a moderate buy. Based on 13 reports in the last three months, the price target consensus of $245 suggests 37% upside potential.</p><p><blockquote>这家市值达 460 亿美元的制药公司开发并销售治疗囊性纤维化的疗法。<b>VRTX</b>今年迄今为止，该股已下跌 22%，上次检查时目前价格为 179 美元。华尔街对该股的共识是适度买入。根据过去三个月的 13 份报告，245 美元的目标价共识表明有 37% 的上涨潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ca3ea7d3f8df55881c3873f461b4318\" tg-width=\"677\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>Figure 2: VRTX performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2：VRTX 年初至今的性能。</span></p></blockquote></p><p> Bearishness has been well presented by research company Stifel. After downgrading the stock from buy to neutral, the skeptical analyst assigned high market risk for the company’s drug pipeline, given that Vertex is a $50 billion company and its next programs are “unlikely to be narrative changing”.</p><p><blockquote>研究公司 Stifel 很好地表达了悲观情绪。在将该股评级从买入下调至中性后，这位持怀疑态度的分析师认为该公司的药品管道存在很高的市场风险，因为 Vertex 是一家市值 500 亿美元的公司，其下一步计划 “不太可能改变叙事”。</blockquote></p><p> On the other hand, Piper Sandler analyst recommended the stock a couple of months ago and bumped his price target on VRTX to $323 from $261. He attributed his bullishness in part to transformational drug Trikafta and convictions that the company would beat on earnings.</p><p><blockquote>另一方面，Piper Sandler 分析师几个月前推荐了该股，并将 VRTX 的目标价从 261 美元上调至 323 美元。他将自己的乐观情绪部分归因于变革性药物 Trikafta，以及对该公司盈利将超越的信念。</blockquote></p><p> <b>#2 Peloton Interactive - $PTON</b></p><p><blockquote><b>#2 Peloton Interactive - $PTON</b></blockquote></p><p> The company, which provides interactive fitness products and subscriptions, was a pandemic darling last year. In 2021, however, the stock has been struggling.<b>PTON</b> stock has been down 41% year-to-date and is currently priced at $86 at last check.</p><p><blockquote>该公司提供互动健身产品和订阅服务，去年是疫情的宠儿。然而，2021年，该股一直在苦苦挣扎。<b>普顿</b>今年迄今为止，该股已下跌 41%，上次检查时目前价格为 86 美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ef56058e86dac52ed1bec3a0acc19a\" tg-width=\"664\" tg-height=\"492\" width=\"100%\" height=\"auto\"><span>Figure 3: PTON performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 3：PTON 年初至今的表现。</span></p></blockquote></p><p> Despite poor momentum, Wall Street believes that this could be a good time to invest in Peloton stock. The $26 billion market cap company has a buy consensus and a $127 price target that points at 47% upside, based on 22 reports issued in the last three months.</p><p><blockquote>尽管势头不佳，但华尔街认为这可能是投资 Peloton 股票的好时机。根据过去三个月发布的 22 份报告，这家市值 260 亿美元的公司获得了买入共识，目标价为 127 美元，上涨空间为 47%。</blockquote></p><p> The bear case is explained by UBS and is backed up by analysis on valuation that is arguably stretched. Analyst Eric Sheridan has recentlyreiterateda sell rating on the stock, forecasting a $70 price on PTON for 18% downside.</p><p><blockquote>瑞银解释了熊市的情况，并得到了可以说是夸张的估值分析的支持。分析师埃里克·谢里丹 (Eric Sheridan) 最近重申了该股的卖出评级，预测 PTON 价格为 70 美元，下跌 18%。</blockquote></p><p> <i>\"The stock’s appreciation to more than 17% over two days implies close to $1.2B of sales that the market is assigning to the opportunity based on where the stock is trading on 2023 EV-to-sales average multiple of 4.2x. Street expects 2023 connected fitness subscribers of around 5.06 million. This implies roughly $240 of spend per subscriber per year.\"</i> On the bullish side, Barclays analyst Mario Lu justified the recent miss in gross margins on higher-than-expected refunds from the Tread recall along with continued increase in shipping costs. Bullishness is reiterated due to fiscal 2022 now being seen as an investment year, as Peloton looks to plow money aggressively into both marketing and R&D – which the analyst believes to be the right long-term decision. He has a buy rating on PTON and 50% upside opportunity.</p><p><blockquote><i>“该股在两天内升值超过 17%，这意味着根据该股的交易价格，市场将为 The opportunity 分配近 12 亿美元的销售额，2023 年 EV 与销售额的平均倍数为 4.2 倍。Street 预计 2023 年的互联健身用户将达到约 506 万。这意味着每个用户每年的支出约为 240 美元”。</i>从乐观的角度来看，巴克莱分析师马里奥·卢 (Mario Lu) 解释了最近毛利率下降的原因是胎面召回的退款高于预期以及运输成本持续增加。由于 2022 财年现在被视为投资年，乐观情绪再次得到重申，因为 Peloton 希望积极将资金投入营销和研发——分析师认为这是正确的长期决定。他对 PTON 给予买入评级，上涨机会为 50%。</blockquote></p><p> Lastly, famed investor Cathie Wood purchased a sizeable batch of PTON stock a few days ago. Wood’s Ark fund bought the dip as the company missed earnings estimates, and it currently owns 1.7 million shares of PTON that are worth $172 million.</p><p><blockquote>最后，著名投资者 Cathie Wood 几天前购买了大量 PTON 股票。伍德的方舟基金逢低买入，因为该公司未能达到盈利预期，目前该公司持有 170 万股 PTON 股票，价值 1.72 亿美元。</blockquote></p><p> <b>#1 Pinduoduo Inc. - $PDD</b></p><p><blockquote><b>#1 拼多多 - $PDD</b></blockquote></p><p> This Shanghai-based e-commerce operator <b>PDD</b> saw its stock drop more than 42% year-to-date – shares are currently valued at $96 at last check. The $118 billion market cap company is a strong buy according to Wall Street and is expected to recover 42% over the next twelve months. With a consensus price target of $137 forecasted by nine sell-side analysts over the last three months, Pinduoduo is believed to be undervalued.</p><p><blockquote>这家总部位于上海的电子商务运营商<b>PDD</b>今年迄今为止，其股价已下跌超过 42%——上次检查时，股价目前为 96 美元。据华尔街称，这家市值达 1180 亿美元的公司值得强力买入，预计未来 12 个月将恢复 42%。过去三个月，九位卖方分析师预测拼多多的一致目标价为 137 美元，因此被认为被低估。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c71aaf3f1c288906054fc28ee7ff545\" tg-width=\"667\" tg-height=\"485\" width=\"100%\" height=\"auto\"><span>Figure 4: PDD performance year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 4：年初至今的 PDD 表现。</span></p></blockquote></p><p> China Renaissance analyst Nicky Ge forecasts $150 share price and attributes PDD’s recent stock weakness partly on market expectations for 2021 gross merchandising value growth. The analyst also added the following commentary:</p><p><blockquote>华兴资本分析师 Nicky Ge 预测股价为 150 美元，并将 PDD 近期股价疲软的部分原因归因于市场对 2021 年商品总价值增长的预期。分析师还补充了以下评论：</blockquote></p><p> <i>“Given a lackluster recovery in China’s internet retailing market in 1H21, we forecast PDD to deliver 43% and 40% YoY gross merchandising value growth in 2Q21E and 2021E, respectively, compared to 66% YoY growth in 2020.”</i> Two months ago, Benchmark analyst Fawne Jiang lowered his PDD price target to $156 from $176. Mixed Q2 results, headlined by an “outsized beat on earnings although revenue missed mainly as a result of 1P sales fluctuations”, were to blame. However, the analyst is incrementally more bullish on the company's long-term earnings potential and believes that investing in the next sustainable moat is strategically important for long-term growth.</p><p><blockquote><i>“鉴于中国互联网零售市场在 21 年上半年的复苏乏力，我们预测 PDD 在 21 年第二季度和 2021 年第二季度的总商品价值将分别实现 43% 和 40% 的同比增长，而 2020 年的同比增长为 66%。”</i>两个月前，Benchmark 分析师 Fawne Jiang 将 PDD 目标价从 176 美元下调至 156 美元。第二季度业绩喜忧参半，其头条新闻是 “尽管收入下降主要是由于 1 便士的销售额波动，但盈利却大幅增长”，这是罪魁祸首。然而，分析师越来越看好该公司的长期盈利潜力，并认为投资下一个可持续护城河对于长期增长具有重要的战略意义。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/other-memes/wall-street-says-buy-these-3-nasdaq-stocks-on-the-dip\">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":{"VRTX":"福泰制药","QQQ":"纳指100ETF","PDD":"拼多多","PTON":"Peloton Interactive, Inc."},"source_url":"https://www.thestreet.com/memestocks/other-memes/wall-street-says-buy-these-3-nasdaq-stocks-on-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104360269","content_text":"Wall Street Memes lists the three worst-performing Nasdaq 100 stocks in the last 52 weeks. Should investors take the opportunity to buy the dip?\nThe Nasdaq 100 has risen 28% in the last 12 months. The tech-rich index includes some of the most well-known companies listed on the US stock exchange, from Apple to Amazon and beyond. In the last five years, the Nasdaq’s value has jumped an astounding 209%.\nFigure 1: Nasdaq Invesco QQQ performance in the past 5 years.\nIn its search for good deals, Wall Street Memes looked at the worst performing Nasdaq 100 stocks in the last 52 weeks. Could negative momentum give way to bargain hunting and turn some of these stock into winners in the foreseeable future? Below are three potential buy-on-dip ideas.\n#3 Vertex Pharmaceuticals - $VRTX\nThe $46 billion market cap pharmaceutical company develops and markets therapies for treating cystic fibrosis. VRTX stock has been down 22% year-to-date and is currently priced at $179 at last check. Wall Street consensus on the stock is a moderate buy. Based on 13 reports in the last three months, the price target consensus of $245 suggests 37% upside potential.\nFigure 2: VRTX performance year-to-date.\nBearishness has been well presented by research company Stifel. After downgrading the stock from buy to neutral, the skeptical analyst assigned high market risk for the company’s drug pipeline, given that Vertex is a $50 billion company and its next programs are “unlikely to be narrative changing”.\nOn the other hand, Piper Sandler analyst recommended the stock a couple of months ago and bumped his price target on VRTX to $323 from $261. He attributed his bullishness in part to transformational drug Trikafta and convictions that the company would beat on earnings.\n#2 Peloton Interactive - $PTON\nThe company, which provides interactive fitness products and subscriptions, was a pandemic darling last year. In 2021, however, the stock has been struggling.PTON stock has been down 41% year-to-date and is currently priced at $86 at last check.\nFigure 3: PTON performance year-to-date.\nDespite poor momentum, Wall Street believes that this could be a good time to invest in Peloton stock. The $26 billion market cap company has a buy consensus and a $127 price target that points at 47% upside, based on 22 reports issued in the last three months.\nThe bear case is explained by UBS and is backed up by analysis on valuation that is arguably stretched. Analyst Eric Sheridan has recentlyreiterateda sell rating on the stock, forecasting a $70 price on PTON for 18% downside.\n\n\"The stock’s appreciation to more than 17% over two days implies close to $1.2B of sales that the market is assigning to the opportunity based on where the stock is trading on 2023 EV-to-sales average multiple of 4.2x. Street expects 2023 connected fitness subscribers of around 5.06 million. This implies roughly $240 of spend per subscriber per year.\"\n\nOn the bullish side, Barclays analyst Mario Lu justified the recent miss in gross margins on higher-than-expected refunds from the Tread recall along with continued increase in shipping costs. Bullishness is reiterated due to fiscal 2022 now being seen as an investment year, as Peloton looks to plow money aggressively into both marketing and R&D – which the analyst believes to be the right long-term decision. He has a buy rating on PTON and 50% upside opportunity.\nLastly, famed investor Cathie Wood purchased a sizeable batch of PTON stock a few days ago. Wood’s Ark fund bought the dip as the company missed earnings estimates, and it currently owns 1.7 million shares of PTON that are worth $172 million.\n#1 Pinduoduo Inc. - $PDD\nThis Shanghai-based e-commerce operator PDD saw its stock drop more than 42% year-to-date – shares are currently valued at $96 at last check. The $118 billion market cap company is a strong buy according to Wall Street and is expected to recover 42% over the next twelve months. With a consensus price target of $137 forecasted by nine sell-side analysts over the last three months, Pinduoduo is believed to be undervalued.\nFigure 4: PDD performance year-to-date.\nChina Renaissance analyst Nicky Ge forecasts $150 share price and attributes PDD’s recent stock weakness partly on market expectations for 2021 gross merchandising value growth. The analyst also added the following commentary:\n\n“Given a lackluster recovery in China’s internet retailing market in 1H21, we forecast PDD to deliver 43% and 40% YoY gross merchandising value growth in 2Q21E and 2021E, respectively, compared to 66% YoY growth in 2020.”\n\nTwo months ago, Benchmark analyst Fawne Jiang lowered his PDD price target to $156 from $176. Mixed Q2 results, headlined by an “outsized beat on earnings although revenue missed mainly as a result of 1P sales fluctuations”, were to blame. However, the analyst is incrementally more bullish on the company's long-term earnings potential and believes that investing in the next sustainable moat is strategically important for long-term growth.","news_type":1,"symbols_score_info":{"PTON":0.9,"VRTX":0.9,"QQQ":0.9,"PDD":0.9}},"isVote":1,"tweetType":1,"viewCount":2864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826660864,"gmtCreate":1634013952705,"gmtModify":1634013952765,"author":{"id":"3581558525974959","authorId":"3581558525974959","name":"mreddeham","avatar":"https://static.tigerbbs.com/a6fa672c579549dff0b2d3edced5788b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581558525974959","authorIdStr":"3581558525974959"},"themes":[],"title":"","htmlText":"Like ","listText":"Like ","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826660864","repostId":"2174854361","repostType":4,"isVote":1,"tweetType":1,"viewCount":3749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826055598,"gmtCreate":1633960824368,"gmtModify":1633960824432,"author":{"id":"3581558525974959","authorId":"3581558525974959","name":"mreddeham","avatar":"https://static.tigerbbs.com/a6fa672c579549dff0b2d3edced5788b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581558525974959","authorIdStr":"3581558525974959"},"themes":[],"title":"","htmlText":"Like n comment","listText":"Like n comment","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/826055598","repostId":"1180287437","repostType":4,"isVote":1,"tweetType":1,"viewCount":3430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862923946,"gmtCreate":1632831350377,"gmtModify":1632831350377,"author":{"id":"3581558525974959","authorId":"3581558525974959","name":"mreddeham","avatar":"https://static.tigerbbs.com/a6fa672c579549dff0b2d3edced5788b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581558525974959","authorIdStr":"3581558525974959"},"themes":[],"title":"","htmlText":"Comment n like","listText":"Comment n like","text":"Comment n like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/862923946","repostId":"1198385948","repostType":4,"isVote":1,"tweetType":1,"viewCount":4426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}