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2021-08-16

$Lion-OCBC Sec HSTECH S$(HST.SI)$ ETF is diversify no worry. Accumulate when it deep. For long term investment. IPO at $1.35 and now the price is at a discount.

2021-07-31

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Nio, XPeng, Li Shares Rise, as China EV Stocks Rebound

2022-03-17

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Why Grab Holdings Stock Soared on Wednesday

2021-08-07

Opportunity???

Tencent sued by the Haidian District Procuratorate

2021-07-28

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Tesla's Stock Pulls Back After Q2 Earnings: What Do Analysts Think?

2021-07-27

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2021-07-28

Trade with care

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2021-07-24

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2021-07-25

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Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks

2021-08-05

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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 Grab Holdings Stock Soared on Wednesday</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Grab Holdings Stock Soared on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-17 10:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/16/why-grab-holdings-stock-soared-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of Grab Holdings (NASDAQ:GRAB), a Southeast Asian ridesharing company, jumped Wednesday as Chinese stocks broadly skyrocketed on news that Beijing would do more to stabilize ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/16/why-grab-holdings-stock-soared-today/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4022":"陆运",".IXIC":"NASDAQ Composite","GRAB":"Grab Holdings","BK4122":"互联网与直销零售"},"source_url":"https://www.fool.com/investing/2022/03/16/why-grab-holdings-stock-soared-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2220992977","content_text":"What happenedShares of Grab Holdings (NASDAQ:GRAB), a Southeast Asian ridesharing company, jumped Wednesday as Chinese stocks broadly skyrocketed on news that Beijing would do more to stabilize markets and prop up the Chinese economy. While that won't have a direct effect on Grab, which doesn't operate in China, the news sparked bullishness for Asian stocks in general. Grab's fellow Singapore-based tech company Sea Limited and South Korean e-commerce giant Coupang were also up by double-digit percentages.Additionally, Grab competitor GoTo Group announced plans to go public earlier in the week, seeking a valuation of $28.8 billion. That's more than double Grab's current market cap, which may signal that investors still see opportunities in that market.Grab shares closed Wednesday's session up by 16%.Image source: Getty Images.So whatThe Grab app is sometimes called a super app as it offers ridesharing, delivery, and payment services, and the stock was one of several Asian tech equities  outside of China that reacted favorably to the news out of Beijing.Vice Premier Liu He, China's top economic official, said the government \"should actively introduce policies that will benefit markets,\" a sharp shift away from Beijing's tone over the past year, when regulators have been cracking down hard on China's big companies.Investors in Chinese companies responded euphorically to the news, bidding some up by 30%, 40%, or even 50%, and the enthusiasm seemed to extend to companies based in other Asian nations that may have indirect exposure to the Chinese market and also trade on U.S. exchanges through American depositary receipts rather than direct shares.Now whatGrab shares tumbled earlier this month following the release of its most recent earnings report. The company has struggled during the pandemic, and posted wide losses and falling revenue in the fourth quarter. Like other ridesharing businesses such as Uber and Lyft, Grab looks to have a lot of promise, but has found it difficult to chart a path to profitability.Still, the Southeast Asian market has a lot of potential, and a stronger Chinese economy could offer benefits like increased investment and regional tourism growth. While Wednesday's double-digit percentage gain seems excessive considering the lack of any direct catalysts for Grab, its shares have been highly volatile. That pattern should continue given the market dynamics and the uncertainty regarding the company's financial future.","news_type":1,"symbols_score_info":{"GRAB":1,".IXIC":0.6}},"isVote":1,"tweetType":1,"viewCount":3311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830535943,"gmtCreate":1629080303882,"gmtModify":1676529923230,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567542930462199","idStr":"3567542930462199"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>&nbsp;ETF is diversify no worry. Accumulate when it deep. For long term investment. IPO at $1.35 and&nbsp;now the price is at a discount.&nbsp;","listText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>&nbsp;ETF is diversify no worry. Accumulate when it deep. For long term investment. IPO at $1.35 and&nbsp;now the price is at a discount.&nbsp;","text":"$Lion-OCBC Sec HSTECH S$(HST.SI)$ ETF is diversify no worry. Accumulate when it deep. For long term investment. IPO at $1.35 and now the price is at a discount.","images":[{"img":"https://static.tigerbbs.com/c9a71b5ef452c6a5e77581abe458b88a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/830535943","isVote":1,"tweetType":1,"viewCount":3548,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579841702996418","authorId":"3579841702996418","name":"Stone8292","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3579841702996418","idStr":"3579841702996418"},"content":"Dont think IPO price matters here since the value is tagged to HStech index. But agree that long term should be good","text":"Dont think IPO price matters here since the value is tagged to HStech index. But agree that long term should be good","html":"Dont think IPO price matters here since the value is tagged to HStech index. But agree that long term should be good"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":893576474,"gmtCreate":1628292872798,"gmtModify":1703504529658,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567542930462199","idStr":"3567542930462199"},"themes":[],"htmlText":"Opportunity???&nbsp;","listText":"Opportunity???&nbsp;","text":"Opportunity???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/893576474","repostId":"1110501028","repostType":4,"repost":{"id":"1110501028","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":1628260468,"share":"https://ttm.financial/m/news/1110501028?lang=en_US&edition=fundamental","pubTime":"2021-08-06 22:34","market":"us","language":"en","title":"Tencent sued by the Haidian District Procuratorate","url":"https://stock-news.laohu8.com/highlight/detail?id=1110501028","media":"Tiger Newspress","summary":"(Aug 6) Tencent sued by the Haidian District Procuratorate.","content":"<p>(Aug 6)&nbsp;Tencent sued by the Haidian District Procuratorate.</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>Tencent sued by the Haidian District Procuratorate</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTencent sued by the Haidian District Procuratorate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">2021-08-06 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 6)&nbsp;Tencent sued by the Haidian District Procuratorate.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCEHY":"腾讯控股ADR","00700":"腾讯控股"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110501028","content_text":"(Aug 6) Tencent sued by the Haidian District Procuratorate.","news_type":1,"symbols_score_info":{"TCEHY":0.9,"00700":0.9}},"isVote":1,"tweetType":1,"viewCount":2953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890293547,"gmtCreate":1628118713689,"gmtModify":1703501391655,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567542930462199","idStr":"3567542930462199"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890293547","repostId":"1184393508","repostType":2,"isVote":1,"tweetType":1,"viewCount":2661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806749067,"gmtCreate":1627696315959,"gmtModify":1703494814166,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567542930462199","idStr":"3567542930462199"},"themes":[],"htmlText":"Wow time to load","listText":"Wow time to load","text":"Wow time to load","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806749067","repostId":"1137888611","repostType":4,"repost":{"id":"1137888611","kind":"news","pubTimestamp":1627688479,"share":"https://ttm.financial/m/news/1137888611?lang=en_US&edition=fundamental","pubTime":"2021-07-31 07:41","market":"us","language":"en","title":"Nio, XPeng, Li Shares Rise, as China EV Stocks Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=1137888611","media":"The Street","summary":"NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-","content":"<blockquote>\n NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n</blockquote>\n<p>Chinese electric vehicle stocks, including NIO&nbsp;(<b>NIO</b>) , Li Auto&nbsp;(<b>LI</b>) and Xpeng&nbsp;(<b>XPEV</b>) , continued the rebound from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.</p>\n<p>Nio gained 4% to $44.50, Li 11% to $33.97 and Xpeng 9% to $41.38. Meanwhile, Alibaba BABA slid 2% to $195.19 and Didi DIDI 3% to $9.57.</p>\n<p>Fear of stringent Chinese regulation is depressing non-EV stocks. But China hasn’t made much noise about cracking down on EV makers. It’s an industry the government would like to dominate.</p>\n<p>So it may have no desire to put the hammer down on EV companies, and that’s likely buttressing their shares Friday.</p>\n<p>When it comes to U.S. EV stocks, Tesla&nbsp;(<b>TSLA</b>) -Get Report&nbsp;is the big daddy, of course. Its shares are up 5% to $677.75 Friday, leaving them up 8% for the past five days.</p>\n<p>The companyposted stronger-than-expected earningsfor the second quarter Monday and said it's on track to build the first Model Y sedans from new facilities in Austin and Berlin before year-end.</p>\n<p>Chief Executive Elon Musk, however, added in an investor call following the earnings report that the global shortage in semiconductor supplies remains \"quite serious\" and could impact production rates over the second half of the year.</p>\n<p>Volume growth will depend on the availability of other parts in the global supply chain, he said.</p>\n<p>Musk also said he would no longer participate in regular earnings calls, unless he had \"something really important to say\".</p>\n<p>Tesla said adjusted profit for the latest quarter was $1.45 per share, creaming analysts’ consensus forecast of 98 cents.</p>","source":"lsy1610613172068","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, XPeng, Li Shares Rise, as China EV Stocks Rebound</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio, XPeng, Li Shares Rise, as China EV Stocks Rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 07:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n\nChinese electric vehicle stocks, including NIO (NIO) , Li Auto (LI) and ...</p>\n\n<a href=\"https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来","LI":"理想汽车"},"source_url":"https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137888611","content_text":"NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n\nChinese electric vehicle stocks, including NIO (NIO) , Li Auto (LI) and Xpeng (XPEV) , continued the rebound from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\nNio gained 4% to $44.50, Li 11% to $33.97 and Xpeng 9% to $41.38. Meanwhile, Alibaba BABA slid 2% to $195.19 and Didi DIDI 3% to $9.57.\nFear of stringent Chinese regulation is depressing non-EV stocks. But China hasn’t made much noise about cracking down on EV makers. It’s an industry the government would like to dominate.\nSo it may have no desire to put the hammer down on EV companies, and that’s likely buttressing their shares Friday.\nWhen it comes to U.S. EV stocks, Tesla (TSLA) -Get Report is the big daddy, of course. Its shares are up 5% to $677.75 Friday, leaving them up 8% for the past five days.\nThe companyposted stronger-than-expected earningsfor the second quarter Monday and said it's on track to build the first Model Y sedans from new facilities in Austin and Berlin before year-end.\nChief Executive Elon Musk, however, added in an investor call following the earnings report that the global shortage in semiconductor supplies remains \"quite serious\" and could impact production rates over the second half of the year.\nVolume growth will depend on the availability of other parts in the global supply chain, he said.\nMusk also said he would no longer participate in regular earnings calls, unless he had \"something really important to say\".\nTesla said adjusted profit for the latest quarter was $1.45 per share, creaming analysts’ consensus forecast of 98 cents.","news_type":1,"symbols_score_info":{"XPEV":0.9,"NIO":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":3355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803238227,"gmtCreate":1627440317369,"gmtModify":1703490009400,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567542930462199","idStr":"3567542930462199"},"themes":[],"htmlText":"Great with potential&nbsp;","listText":"Great with potential&nbsp;","text":"Great with potential","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803238227","repostId":"1184474316","repostType":4,"repost":{"id":"1184474316","kind":"news","pubTimestamp":1627428884,"share":"https://ttm.financial/m/news/1184474316?lang=en_US&edition=fundamental","pubTime":"2021-07-28 07:34","market":"us","language":"en","title":"AMD forecasts revenue above estimates on strong chip demand","url":"https://stock-news.laohu8.com/highlight/detail?id=1184474316","media":"Reuters","summary":"July 27 (Reuters) - Advanced Micro Devices Inc forecast current-quarter revenue above Wall Street ex","content":"<p>July 27 (Reuters) - Advanced Micro Devices Inc forecast current-quarter revenue above Wall Street expectations on Tuesday, as it sees strong demand for its chips used in data centers and gaming consoles.</p>\n<p>Shares of the Santa Clara, California-based company rose nearly 2% in extended trading after the chip designer also reported second-quarter revenue and profit beat above estimates.</p>\n<p>Although, AMD has been more constrained than rivals like Intel Corp by supply chain bottlenecks, including a shortage of raw materials like substrates, it has averted damage to revenue by selling its higher-end chips used in servers, PCs and notebooks.</p>\n<p>AMD Chief Executive Officer Lisa Su said that though supply chain is tight, the company have been planning well with its partners.</p>\n<p>“We do have confidence that we can continue to grow substantially as we go into the second half of this year and into 2022 with the supply chain,” said Su.</p>\n<p>AMD projected third-quarter revenue of about $4.1 billion, plus or minus $100 million, compared with analysts’ estimates of $3.82 billion, according to Refinitiv IBES data.</p>\n<p>The company’s revenue for the second quarter almost doubled to $3.85 billion. Analysts on average had expected $3.62 billion.</p>\n<p>Sales in AMD’s computing and graphics segment, which includes graphic chip sales to data centers, rose 65% to $2.25 billion, beating analysts’ estimate of $2.17 billion, according to market research firm FactSet.</p>\n<p>Its enterprise, embedded and semi-custom segment, the unit that houses data center chips, jumped nearly three-fold in sales to $1.60 billion.</p>\n<p>“We believe that the data center business will continue to be a strong driver for us into the second half of the year,” Su told analysts on a conference call.</p>\n<p>Excluding items, the company earned 63 cents per share in the quarter, above estimates of 54 cents, according to Refinitiv IBES data.</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>AMD forecasts revenue above estimates on strong chip demand</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD forecasts revenue above estimates on strong chip demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 07:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/amd-results/update-2-amd-forecasts-revenue-above-estimates-on-strong-chip-demand-idUSL4N2P33WE><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>July 27 (Reuters) - Advanced Micro Devices Inc forecast current-quarter revenue above Wall Street expectations on Tuesday, as it sees strong demand for its chips used in data centers and gaming ...</p>\n\n<a href=\"https://www.reuters.com/article/amd-results/update-2-amd-forecasts-revenue-above-estimates-on-strong-chip-demand-idUSL4N2P33WE\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.reuters.com/article/amd-results/update-2-amd-forecasts-revenue-above-estimates-on-strong-chip-demand-idUSL4N2P33WE","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184474316","content_text":"July 27 (Reuters) - Advanced Micro Devices Inc forecast current-quarter revenue above Wall Street expectations on Tuesday, as it sees strong demand for its chips used in data centers and gaming consoles.\nShares of the Santa Clara, California-based company rose nearly 2% in extended trading after the chip designer also reported second-quarter revenue and profit beat above estimates.\nAlthough, AMD has been more constrained than rivals like Intel Corp by supply chain bottlenecks, including a shortage of raw materials like substrates, it has averted damage to revenue by selling its higher-end chips used in servers, PCs and notebooks.\nAMD Chief Executive Officer Lisa Su said that though supply chain is tight, the company have been planning well with its partners.\n“We do have confidence that we can continue to grow substantially as we go into the second half of this year and into 2022 with the supply chain,” said Su.\nAMD projected third-quarter revenue of about $4.1 billion, plus or minus $100 million, compared with analysts’ estimates of $3.82 billion, according to Refinitiv IBES data.\nThe company’s revenue for the second quarter almost doubled to $3.85 billion. Analysts on average had expected $3.62 billion.\nSales in AMD’s computing and graphics segment, which includes graphic chip sales to data centers, rose 65% to $2.25 billion, beating analysts’ estimate of $2.17 billion, according to market research firm FactSet.\nIts enterprise, embedded and semi-custom segment, the unit that houses data center chips, jumped nearly three-fold in sales to $1.60 billion.\n“We believe that the data center business will continue to be a strong driver for us into the second half of the year,” Su told analysts on a conference call.\nExcluding items, the company earned 63 cents per share in the quarter, above estimates of 54 cents, according to Refinitiv IBES data.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803239721,"gmtCreate":1627440125363,"gmtModify":1703490006268,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567542930462199","idStr":"3567542930462199"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803239721","repostId":"2154450479","repostType":4,"isVote":1,"tweetType":1,"viewCount":2935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803230712,"gmtCreate":1627440060336,"gmtModify":1703490003660,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567542930462199","idStr":"3567542930462199"},"themes":[],"htmlText":"Trade with care","listText":"Trade with care","text":"Trade with care","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803230712","repostId":"2154992258","repostType":4,"isVote":1,"tweetType":1,"viewCount":3042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803297684,"gmtCreate":1627439979048,"gmtModify":1703490002200,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567542930462199","idStr":"3567542930462199"},"themes":[],"htmlText":"Great time to load?&nbsp;","listText":"Great time to load?&nbsp;","text":"Great time to load?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803297684","repostId":"2154914904","repostType":4,"repost":{"id":"2154914904","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627437121,"share":"https://ttm.financial/m/news/2154914904?lang=en_US&edition=fundamental","pubTime":"2021-07-28 09:52","market":"us","language":"en","title":"Tesla's Stock Pulls Back After Q2 Earnings: What Do Analysts Think?","url":"https://stock-news.laohu8.com/highlight/detail?id=2154914904","media":"Benzinga","summary":"Tesla Inc (NASDAQ: TSLA) shares traded lower on Tuesday after the company’s second-quarter earnings beat failed to wow the market.","content":"<p><b>Tesla Inc</b> (NASDAQ:TSLA) shares traded lower on Tuesday after the company’s second-quarter earnings beat failed to wow the market.</p>\n<p>Tesla reported adjusted second-quarter EPS of $1.45 on revenue of $11.96 billion. Both numbers exceeded analyst estimates of 98 cents and $11.3 billion, respectively. Revenue was up 98% from a year ago.</p>\n<p>Tesla’s GAAP net income for the quarter topped $1 billion for the first time and was up nearly tenfold from a year ago. Only $354 million of that income came from regulatory credit sales. Tesla also reported a $23 million impairment related to the value of its <b>Bitcoin</b> (CRYPTO: BTC) holdings.</p>\n<p>Tesla’s automotive gross margins were 28.4%, their highest level of the past four quarters.</p>\n<p><b>Priced To Perfection:</b> CFRA analyst Garrett Nelson said Tesla’s quarter was impressive, but there is already a lot of optimism priced into the stock amid a climate of rapidly growing electric vehicle competition.</p>\n<p>“TSLA said it remains on track to build its first vehicles in Berlin and Austin in 2021, which was positive given recent chatter of potential delays in Germany,” Nelson wrote in a note.</p>\n<p>Needham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.</p>\n<p>“Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.</p>\n<p>“Tesla is not only among the fastest growing auto companies in the world, it is also <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most profitable,” Jonas wrote.</p>\n<p><b>Impressive Margins: </b>Bank of America analyst John Murphy said Tesla is executing well and benefiting from auto industry price dynamics.</p>\n<p>“While it remains to be seen whether or not TSLA will be dominant over the long-term, we continue to believe that as long as the company can fund outsized growth (new model introductions, capacity installation, etc.) with little to no cost of capital, as it has over the past decade, its high stock price will be justified,” Murphy wrote.</p>\n<p>Wells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.</p>\n<p>“We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.</p>\n<p>RBC Capital Markets analyst Joseph Spak said Tesla’s use of China as a global export hub is driving margins higher.</p>\n<p>“However, the lift from China as an export hub does have us thinking about some potential margin pressure once the Berlin factory opens (Germany is a higher cost country) unless additional cost reductions come through (structural pack, new castings, logistics),” Spak wrote.</p>\n<p><b>EV <a href=\"https://laohu8.com/S/LEDR\">Market Leader</a>: </b>Mizuho analyst Vijay Rakesh said Tesla and <b>Nio Inc</b>&nbsp;(NYSE:NIO) are well-positioned to dominate the high-growth EV market while legacy automakers struggle to transition.</p>\n<p>“We see the global EV market growing at a long-term 30% CAGR, with Tesla driving a significant differentiation with its in-house battery, hardware and self-driving software, leading to sustained market leadership,” Rakesh wrote.</p>\n<p>Wedbush analyst Daniel Ives said Tesla has clear momentum heading into the second half of 2021 despite the ongoing chip shortage.</p>\n<p>“In 2Q, Tesla had its back against the wall (chip shortage, China PR/safety issues, competition) and delivered numbers that speak to an EV growth story still in its early innings of playing out,” Ives wrote.</p>\n<ul>\n <li><b>TSLA Ratings And Price Targets:</b>&nbsp;CFRA has a Hold rating and $675 target.</li>\n <li>Bank of America has a Neutral rating and $800 target.</li>\n <li>Morgan Stanley has an Overweight rating and $900 target.</li>\n <li>Needham has an Underperform rating.</li>\n <li>Mizuho has a Buy rating and $825 target.</li>\n <li>Wells Fargo has an Equal Weight rating and $660 target.</li>\n <li>RBC has a Sector Perform rating and $745 target.</li>\n <li>Wedbush has an Outperform rating and $1,000 target.</li>\n</ul>\n<p>Tesla's stock traded down 4% to $630.88 at publication time.</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's Stock Pulls Back After Q2 Earnings: What Do Analysts Think?</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Stock Pulls Back After Q2 Earnings: What Do Analysts Think?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-28 09:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Tesla Inc</b> (NASDAQ:TSLA) shares traded lower on Tuesday after the company’s second-quarter earnings beat failed to wow the market.</p>\n<p>Tesla reported adjusted second-quarter EPS of $1.45 on revenue of $11.96 billion. Both numbers exceeded analyst estimates of 98 cents and $11.3 billion, respectively. Revenue was up 98% from a year ago.</p>\n<p>Tesla’s GAAP net income for the quarter topped $1 billion for the first time and was up nearly tenfold from a year ago. Only $354 million of that income came from regulatory credit sales. Tesla also reported a $23 million impairment related to the value of its <b>Bitcoin</b> (CRYPTO: BTC) holdings.</p>\n<p>Tesla’s automotive gross margins were 28.4%, their highest level of the past four quarters.</p>\n<p><b>Priced To Perfection:</b> CFRA analyst Garrett Nelson said Tesla’s quarter was impressive, but there is already a lot of optimism priced into the stock amid a climate of rapidly growing electric vehicle competition.</p>\n<p>“TSLA said it remains on track to build its first vehicles in Berlin and Austin in 2021, which was positive given recent chatter of potential delays in Germany,” Nelson wrote in a note.</p>\n<p>Needham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.</p>\n<p>“Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.</p>\n<p>“Tesla is not only among the fastest growing auto companies in the world, it is also <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most profitable,” Jonas wrote.</p>\n<p><b>Impressive Margins: </b>Bank of America analyst John Murphy said Tesla is executing well and benefiting from auto industry price dynamics.</p>\n<p>“While it remains to be seen whether or not TSLA will be dominant over the long-term, we continue to believe that as long as the company can fund outsized growth (new model introductions, capacity installation, etc.) with little to no cost of capital, as it has over the past decade, its high stock price will be justified,” Murphy wrote.</p>\n<p>Wells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.</p>\n<p>“We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.</p>\n<p>RBC Capital Markets analyst Joseph Spak said Tesla’s use of China as a global export hub is driving margins higher.</p>\n<p>“However, the lift from China as an export hub does have us thinking about some potential margin pressure once the Berlin factory opens (Germany is a higher cost country) unless additional cost reductions come through (structural pack, new castings, logistics),” Spak wrote.</p>\n<p><b>EV <a href=\"https://laohu8.com/S/LEDR\">Market Leader</a>: </b>Mizuho analyst Vijay Rakesh said Tesla and <b>Nio Inc</b>&nbsp;(NYSE:NIO) are well-positioned to dominate the high-growth EV market while legacy automakers struggle to transition.</p>\n<p>“We see the global EV market growing at a long-term 30% CAGR, with Tesla driving a significant differentiation with its in-house battery, hardware and self-driving software, leading to sustained market leadership,” Rakesh wrote.</p>\n<p>Wedbush analyst Daniel Ives said Tesla has clear momentum heading into the second half of 2021 despite the ongoing chip shortage.</p>\n<p>“In 2Q, Tesla had its back against the wall (chip shortage, China PR/safety issues, competition) and delivered numbers that speak to an EV growth story still in its early innings of playing out,” Ives wrote.</p>\n<ul>\n <li><b>TSLA Ratings And Price Targets:</b>&nbsp;CFRA has a Hold rating and $675 target.</li>\n <li>Bank of America has a Neutral rating and $800 target.</li>\n <li>Morgan Stanley has an Overweight rating and $900 target.</li>\n <li>Needham has an Underperform rating.</li>\n <li>Mizuho has a Buy rating and $825 target.</li>\n <li>Wells Fargo has an Equal Weight rating and $660 target.</li>\n <li>RBC has a Sector Perform rating and $745 target.</li>\n <li>Wedbush has an Outperform rating and $1,000 target.</li>\n</ul>\n<p>Tesla's stock traded down 4% to $630.88 at publication time.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来","QTWO":"Q2 Holdings Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154914904","content_text":"Tesla Inc (NASDAQ:TSLA) shares traded lower on Tuesday after the company’s second-quarter earnings beat failed to wow the market.\nTesla reported adjusted second-quarter EPS of $1.45 on revenue of $11.96 billion. Both numbers exceeded analyst estimates of 98 cents and $11.3 billion, respectively. Revenue was up 98% from a year ago.\nTesla’s GAAP net income for the quarter topped $1 billion for the first time and was up nearly tenfold from a year ago. Only $354 million of that income came from regulatory credit sales. Tesla also reported a $23 million impairment related to the value of its Bitcoin (CRYPTO: BTC) holdings.\nTesla’s automotive gross margins were 28.4%, their highest level of the past four quarters.\nPriced To Perfection: CFRA analyst Garrett Nelson said Tesla’s quarter was impressive, but there is already a lot of optimism priced into the stock amid a climate of rapidly growing electric vehicle competition.\n“TSLA said it remains on track to build its first vehicles in Berlin and Austin in 2021, which was positive given recent chatter of potential delays in Germany,” Nelson wrote in a note.\nNeedham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.\n“Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.\nMorgan Stanley analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.\n“Tesla is not only among the fastest growing auto companies in the world, it is also one of the most profitable,” Jonas wrote.\nImpressive Margins: Bank of America analyst John Murphy said Tesla is executing well and benefiting from auto industry price dynamics.\n“While it remains to be seen whether or not TSLA will be dominant over the long-term, we continue to believe that as long as the company can fund outsized growth (new model introductions, capacity installation, etc.) with little to no cost of capital, as it has over the past decade, its high stock price will be justified,” Murphy wrote.\nWells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.\n“We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.\nRBC Capital Markets analyst Joseph Spak said Tesla’s use of China as a global export hub is driving margins higher.\n“However, the lift from China as an export hub does have us thinking about some potential margin pressure once the Berlin factory opens (Germany is a higher cost country) unless additional cost reductions come through (structural pack, new castings, logistics),” Spak wrote.\nEV Market Leader: Mizuho analyst Vijay Rakesh said Tesla and Nio Inc (NYSE:NIO) are well-positioned to dominate the high-growth EV market while legacy automakers struggle to transition.\n“We see the global EV market growing at a long-term 30% CAGR, with Tesla driving a significant differentiation with its in-house battery, hardware and self-driving software, leading to sustained market leadership,” Rakesh wrote.\nWedbush analyst Daniel Ives said Tesla has clear momentum heading into the second half of 2021 despite the ongoing chip shortage.\n“In 2Q, Tesla had its back against the wall (chip shortage, China PR/safety issues, competition) and delivered numbers that speak to an EV growth story still in its early innings of playing out,” Ives wrote.\n\nTSLA Ratings And Price Targets: CFRA has a Hold rating and $675 target.\nBank of America has a Neutral rating and $800 target.\nMorgan Stanley has an Overweight rating and $900 target.\nNeedham has an Underperform rating.\nMizuho has a Buy rating and $825 target.\nWells Fargo has an Equal Weight rating and $660 target.\nRBC has a Sector Perform rating and $745 target.\nWedbush has an Outperform rating and $1,000 target.\n\nTesla's stock traded down 4% to $630.88 at publication time.","news_type":1,"symbols_score_info":{"TSLA":0.9,"QTWO":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809006629,"gmtCreate":1627337275661,"gmtModify":1703487697616,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567542930462199","idStr":"3567542930462199"},"themes":[],"htmlText":"Time to load?&nbsp;","listText":"Time to load?&nbsp;","text":"Time to load?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/809006629","repostId":"2154957883","repostType":4,"isVote":1,"tweetType":1,"viewCount":3513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809003459,"gmtCreate":1627337007071,"gmtModify":1703487693718,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567542930462199","idStr":"3567542930462199"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809003459","repostId":"1100647798","repostType":4,"repost":{"id":"1100647798","kind":"news","pubTimestamp":1627313442,"share":"https://ttm.financial/m/news/1100647798?lang=en_US&edition=fundamental","pubTime":"2021-07-26 23:30","market":"us","language":"en","title":"Apple Earnings Face High Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1100647798","media":"seekingalpha","summary":"After the bell on Tuesday, we'll receive fiscal third quarter results from technology giant Apple  for its June ending period. With the company's previous two quarterly earnings reports smashing street estimates, it's not really a surprise that expectations have continued to rise. With shares rallying in recent weeks to new all-time highs, another strong report will likely be needed to keep things going.I'm sure analysts will also be looking to see how Apple has navigated the chip shortage as we","content":"<p><b>Summary</b></p>\n<ul>\n <li>Shares go into report near all-time high.</li>\n <li>Estimates surge after two massive beats.</li>\n <li>Timing of product launches will shift revenue picture.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd5b8fd99a0523d96bf052afd8c1b37\" tg-width=\"1536\" tg-height=\"988\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p>\n<p>After the bell on Tuesday, we'll receive fiscal third quarter results from technology giant Apple (AAPL) for its June ending period. With the company's previous two quarterly earnings reports smashing street estimates, it's not really a surprise that expectations have continued to rise. With shares rallying in recent weeks to new all-time highs, another strong report will likely be needed to keep things going.</p>\n<p>For the first half of fiscal 2021, Apple's revenues have beaten street estimates by an average of $10.25 billion per quarter. The fiscal Q3&nbsp;current average estimate&nbsp;is $73.44 billion, which would represent growth of more than 23% from the year-ago period. It's quite impressive that the current average is up more than $13 billion over the past year. On the bottom line, the street is looking for $1.01, growth of more than 56%. In the table below, you can see some Q3 key financial items for the past two years, with the current estimates for this year's period in yellow. Dollar values are millions except per share amounts.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df8630a7ef0be70113aeac0d50265a57\" tg-width=\"476\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>(*Numbers estimated based on last year's split. Actual numbers to come from the company. Source: Fiscal Q3 2020 report)</span></p>\n<p>Apple is comingoff arguably&nbsp;its best quarter ever. Revenues for the iPhone were up more than 65.5% over the prior-year period, with the Mac up more than 70% and iPad up nearly 79%. Fiscal Q2 overall revenue growth was nearly 54%, so this time around we're looking for about 40% of that figure. Don't forget, on the&nbsp;Q2 conference call, management talked about a $3 billion to $4 billion revenue hit in the June period from supply constraints.</p>\n<p>I'm most curious to see how the iPhone does this time around, as it appears that the 5G supercycle seems to be going pretty well. This year, however, most expectations are that the smartphone will return to its usual September launch period, meaning new phone revenues would be generated in fiscal Q4 again. Last year's coronavirus delayed launch meant sales didn't start until well into October and even November for some models, completely changing the sales trajectory for Apple's current fiscal year. This year's launch isn't expected to see a major upgrade to the phone line itself, so demand trends will probably be more dependent on how many consumers are upgrading to 5G rather than switching to iPhones.</p>\n<p>I'm sure analysts will also be looking to see how Apple has navigated the chip shortage as well as soaring commodity prices. I don't think we will see a repeat of the 575 basis point increase in product gross margins that Q2 saw this time around, but the iPhone 12 line should still provide a nice year-over-year boost. In the long run, investors will look at growing services margins helping the gross margin percentage overall, but don't forget that the services side of the business has a lot of its expenses on the operating line.</p>\n<p>For the stock to stay elevated, management is going to need to show that work from home and stimulus money tailwinds are still ongoing. As I discussed in&nbsp;a previous article, estimates call for Apple to see quarterly revenues decline for its March 2022 fiscal period, as the company laps very high previous year bars. While that might bring out some of the bears again, the long-term trajectory still seems positive. Current estimates call for $355 billion in total revenue during this fiscal year with Apple adding another $50 billion to that total over the next three years.</p>\n<p>I hope that management took advantage of the weakness in Apple shares during the quarter for its buyback. Even though the company is spending $20 billion or so every three months, that money doesn't go as far as $145 as it does at $125, obviously. Less shares repurchased means less of an earnings per share benefit, and lower long-term dividend raises. The good news is that Apple is on its way towards $100 billion a year in free cash flow, so investors don't need to worry about capital returns slowing down anytime soon.</p>\n<p>The major issue for Apple right now is valuation. Shares finished last week trading at 33.4 times their trailing twelve-month earnings. That's basically double the mid-teens numbers from a couple of years ago, helped a lot by easy-money policies around the globe. My current price target of $162 is based on a 30X multiple of $5.40 in EPS for the September 2022 period. That number, however, assumes that the Fed and other central banks will remain fairly accommodative through most of next year. If we start to get a lot of tapering and or rate hikes earlier than expected, the overall market is likely to feel some pain, and I don't see how Apple would be immune from that.</p>\n<p>A strong report from Apple could easily help shares to rise to a new all-time high. But just to play devil's advocate for a minute, what if there is a disappointment or a \"buy the rumor, sell the news\" reaction? Well, shares are quite a bit above their key moving averages as seen in the chart below (50-day in purple, 200-day in orange). As long as Apple can hold the shorter-term trend line, that rising technical level should be one of support. The stock has been able to hold the long-term trend line for quite a while, so I don't see any more than about 14% downside in the near term unless we get a major market pullback.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc37ee144edb22fd36fcd15cf5fc3470\" tg-width=\"640\" tg-height=\"273\" width=\"100%\" height=\"auto\"><span>(Source: Yahoo! Finance)</span></p>\n<p>In the end, expectations for Apple are very high as earnings approach this week. Two massive quarterly beats have sent estimates through the roof, and the stock has recently run to a new all-time high. The market will be looking for signs that the iPhone supercycle has continued while work from home tailwinds have not subsided just yet. Investors hoping that this rally can continue will need to see a strong report, with management hopefully painting a bright sales picture for upcoming fall product launches.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Earnings Face High Expectations</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Earnings Face High Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4441375-apple-earnings-face-high-expectations><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShares go into report near all-time high.\nEstimates surge after two massive beats.\nTiming of product launches will shift revenue picture.\n\nNikada/iStock Unreleased via Getty Images\nAfter the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4441375-apple-earnings-face-high-expectations\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4441375-apple-earnings-face-high-expectations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100647798","content_text":"Summary\n\nShares go into report near all-time high.\nEstimates surge after two massive beats.\nTiming of product launches will shift revenue picture.\n\nNikada/iStock Unreleased via Getty Images\nAfter the bell on Tuesday, we'll receive fiscal third quarter results from technology giant Apple (AAPL) for its June ending period. With the company's previous two quarterly earnings reports smashing street estimates, it's not really a surprise that expectations have continued to rise. With shares rallying in recent weeks to new all-time highs, another strong report will likely be needed to keep things going.\nFor the first half of fiscal 2021, Apple's revenues have beaten street estimates by an average of $10.25 billion per quarter. The fiscal Q3 current average estimate is $73.44 billion, which would represent growth of more than 23% from the year-ago period. It's quite impressive that the current average is up more than $13 billion over the past year. On the bottom line, the street is looking for $1.01, growth of more than 56%. In the table below, you can see some Q3 key financial items for the past two years, with the current estimates for this year's period in yellow. Dollar values are millions except per share amounts.\n(*Numbers estimated based on last year's split. Actual numbers to come from the company. Source: Fiscal Q3 2020 report)\nApple is comingoff arguably its best quarter ever. Revenues for the iPhone were up more than 65.5% over the prior-year period, with the Mac up more than 70% and iPad up nearly 79%. Fiscal Q2 overall revenue growth was nearly 54%, so this time around we're looking for about 40% of that figure. Don't forget, on the Q2 conference call, management talked about a $3 billion to $4 billion revenue hit in the June period from supply constraints.\nI'm most curious to see how the iPhone does this time around, as it appears that the 5G supercycle seems to be going pretty well. This year, however, most expectations are that the smartphone will return to its usual September launch period, meaning new phone revenues would be generated in fiscal Q4 again. Last year's coronavirus delayed launch meant sales didn't start until well into October and even November for some models, completely changing the sales trajectory for Apple's current fiscal year. This year's launch isn't expected to see a major upgrade to the phone line itself, so demand trends will probably be more dependent on how many consumers are upgrading to 5G rather than switching to iPhones.\nI'm sure analysts will also be looking to see how Apple has navigated the chip shortage as well as soaring commodity prices. I don't think we will see a repeat of the 575 basis point increase in product gross margins that Q2 saw this time around, but the iPhone 12 line should still provide a nice year-over-year boost. In the long run, investors will look at growing services margins helping the gross margin percentage overall, but don't forget that the services side of the business has a lot of its expenses on the operating line.\nFor the stock to stay elevated, management is going to need to show that work from home and stimulus money tailwinds are still ongoing. As I discussed in a previous article, estimates call for Apple to see quarterly revenues decline for its March 2022 fiscal period, as the company laps very high previous year bars. While that might bring out some of the bears again, the long-term trajectory still seems positive. Current estimates call for $355 billion in total revenue during this fiscal year with Apple adding another $50 billion to that total over the next three years.\nI hope that management took advantage of the weakness in Apple shares during the quarter for its buyback. Even though the company is spending $20 billion or so every three months, that money doesn't go as far as $145 as it does at $125, obviously. Less shares repurchased means less of an earnings per share benefit, and lower long-term dividend raises. The good news is that Apple is on its way towards $100 billion a year in free cash flow, so investors don't need to worry about capital returns slowing down anytime soon.\nThe major issue for Apple right now is valuation. Shares finished last week trading at 33.4 times their trailing twelve-month earnings. That's basically double the mid-teens numbers from a couple of years ago, helped a lot by easy-money policies around the globe. My current price target of $162 is based on a 30X multiple of $5.40 in EPS for the September 2022 period. That number, however, assumes that the Fed and other central banks will remain fairly accommodative through most of next year. If we start to get a lot of tapering and or rate hikes earlier than expected, the overall market is likely to feel some pain, and I don't see how Apple would be immune from that.\nA strong report from Apple could easily help shares to rise to a new all-time high. But just to play devil's advocate for a minute, what if there is a disappointment or a \"buy the rumor, sell the news\" reaction? Well, shares are quite a bit above their key moving averages as seen in the chart below (50-day in purple, 200-day in orange). As long as Apple can hold the shorter-term trend line, that rising technical level should be one of support. The stock has been able to hold the long-term trend line for quite a while, so I don't see any more than about 14% downside in the near term unless we get a major market pullback.\n(Source: Yahoo! Finance)\nIn the end, expectations for Apple are very high as earnings approach this week. Two massive quarterly beats have sent estimates through the roof, and the stock has recently run to a new all-time high. The market will be looking for signs that the iPhone supercycle has continued while work from home tailwinds have not subsided just yet. Investors hoping that this rally can continue will need to see a strong report, with management hopefully painting a bright sales picture for upcoming fall product launches.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800777682,"gmtCreate":1627336668246,"gmtModify":1703487688856,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567542930462199","idStr":"3567542930462199"},"themes":[],"htmlText":"Do not try to catch the falling knife. You have no idea how low is the price will go. Because low can go lower. Wait for double bottom to form or other formation before entering. All the best.&nbsp;","listText":"Do not try to catch the falling knife. You have no idea how low is the price will go. Because low can go lower. Wait for double bottom to form or other formation before entering. All the best.&nbsp;","text":"Do not try to catch the falling knife. You have no idea how low is the price will go. Because low can go lower. Wait for double bottom to form or other formation before entering. All the best.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800777682","repostId":"1182272222","repostType":4,"repost":{"id":"1182272222","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":1627306606,"share":"https://ttm.financial/m/news/1182272222?lang=en_US&edition=fundamental","pubTime":"2021-07-26 21:36","market":"us","language":"en","title":"Hot Chinese concept stocks tumbled in Monday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1182272222","media":"Tiger Newspress","summary":"Hot Chinese concept stocks tumbled on tighter regulations in Monday morning trading.Alibaba,Pinduodu","content":"<p>Hot Chinese concept stocks tumbled&nbsp;on tighter regulations in Monday morning trading.Alibaba,Pinduoduo,JD.com&nbsp;fell&nbsp;5%,NetEase&nbsp;fell&nbsp;9%,Baidu&nbsp;and&nbsp;DIDI&nbsp;fell&nbsp;4%,NIO&nbsp;fell&nbsp;3%.</p>\n<p><img src=\"https://static.tigerbbs.com/7801d0831528c72d7e459f0c2f4f949c\" tg-width=\"374\" tg-height=\"662\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b5473360c07bc6035e6ea5b17556a520\" tg-width=\"370\" tg-height=\"725\" width=\"100%\" height=\"auto\"></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>Hot Chinese concept stocks tumbled in Monday morning trading</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese concept stocks tumbled in Monday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">2021-07-26 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Hot Chinese concept stocks tumbled&nbsp;on tighter regulations in Monday morning trading.Alibaba,Pinduoduo,JD.com&nbsp;fell&nbsp;5%,NetEase&nbsp;fell&nbsp;9%,Baidu&nbsp;and&nbsp;DIDI&nbsp;fell&nbsp;4%,NIO&nbsp;fell&nbsp;3%.</p>\n<p><img src=\"https://static.tigerbbs.com/7801d0831528c72d7e459f0c2f4f949c\" tg-width=\"374\" tg-height=\"662\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b5473360c07bc6035e6ea5b17556a520\" tg-width=\"370\" tg-height=\"725\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","XPEV":"小鹏汽车","BIDU":"百度","PDD":"拼多多","DIDI":"滴滴(已退市)","NIO":"蔚来","LI":"理想汽车","JD":"京东"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182272222","content_text":"Hot Chinese concept stocks tumbled on tighter regulations in Monday morning trading.Alibaba,Pinduoduo,JD.com fell 5%,NetEase fell 9%,Baidu and DIDI fell 4%,NIO fell 3%.","news_type":1,"symbols_score_info":{"BABA":0.9,"LI":0.9,"NIO":0.9,"XPEV":0.9,"JD":0.9,"DIDI":0.9,"PDD":0.9,"BIDU":0.9}},"isVote":1,"tweetType":1,"viewCount":943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177963491,"gmtCreate":1627176440213,"gmtModify":1703485028375,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567542930462199","idStr":"3567542930462199"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177963491","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://ttm.financial/m/news/1112927800?lang=en_US&edition=fundamental","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"NIO":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174482874,"gmtCreate":1627126606598,"gmtModify":1703484594513,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567542930462199","idStr":"3567542930462199"},"themes":[],"htmlText":"Good new","listText":"Good new","text":"Good new","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174482874","repostId":"1109439356","repostType":4,"isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174486903,"gmtCreate":1627126468002,"gmtModify":1703484592900,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567542930462199","idStr":"3567542930462199"},"themes":[],"htmlText":"Great share for long term investment&nbsp;","listText":"Great share for long term investment&nbsp;","text":"Great share for long term investment","images":[{"img":"https://static.tigerbbs.com/af1c9ab824ec90b2ae7f33f56562bf52","width":"1080","height":"3596"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174486903","isVote":1,"tweetType":1,"viewCount":1060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":174156238,"gmtCreate":1627087502024,"gmtModify":1703483932441,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567542930462199","idStr":"3567542930462199"},"themes":[],"htmlText":"Time to load?&nbsp;","listText":"Time to load?&nbsp;","text":"Time to load?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/174156238","repostId":"2153980423","repostType":4,"isVote":1,"tweetType":1,"viewCount":1094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174127688,"gmtCreate":1627087223644,"gmtModify":1703483923197,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567542930462199","idStr":"3567542930462199"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174127688","repostId":"2153989989","repostType":4,"isVote":1,"tweetType":1,"viewCount":1045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":830535943,"gmtCreate":1629080303882,"gmtModify":1676529923230,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567542930462199","authorIdStr":"3567542930462199"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>&nbsp;ETF is diversify no worry. Accumulate when it deep. For long term investment. IPO at $1.35 and&nbsp;now the price is at a discount.&nbsp;","listText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>&nbsp;ETF is diversify no worry. Accumulate when it deep. For long term investment. IPO at $1.35 and&nbsp;now the price is at a discount.&nbsp;","text":"$Lion-OCBC Sec HSTECH S$(HST.SI)$ ETF is diversify no worry. Accumulate when it deep. For long term investment. IPO at $1.35 and now the price is at a discount.","images":[{"img":"https://static.tigerbbs.com/c9a71b5ef452c6a5e77581abe458b88a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/830535943","isVote":1,"tweetType":1,"viewCount":3548,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579841702996418","authorId":"3579841702996418","name":"Stone8292","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"3579841702996418","authorIdStr":"3579841702996418"},"content":"Dont think IPO price matters here since the value is tagged to HStech index. But agree that long term should be good","text":"Dont think IPO price matters here since the value is tagged to HStech index. But agree that long term should be good","html":"Dont think IPO price matters here since the value is tagged to HStech index. But agree that long term should be good"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806749067,"gmtCreate":1627696315959,"gmtModify":1703494814166,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567542930462199","authorIdStr":"3567542930462199"},"themes":[],"htmlText":"Wow time to load","listText":"Wow time to load","text":"Wow time to load","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806749067","repostId":"1137888611","repostType":4,"repost":{"id":"1137888611","kind":"news","pubTimestamp":1627688479,"share":"https://ttm.financial/m/news/1137888611?lang=en_US&edition=fundamental","pubTime":"2021-07-31 07:41","market":"us","language":"en","title":"Nio, XPeng, Li Shares Rise, as China EV Stocks Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=1137888611","media":"The Street","summary":"NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-","content":"<blockquote>\n NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n</blockquote>\n<p>Chinese electric vehicle stocks, including NIO&nbsp;(<b>NIO</b>) , Li Auto&nbsp;(<b>LI</b>) and Xpeng&nbsp;(<b>XPEV</b>) , continued the rebound from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.</p>\n<p>Nio gained 4% to $44.50, Li 11% to $33.97 and Xpeng 9% to $41.38. Meanwhile, Alibaba BABA slid 2% to $195.19 and Didi DIDI 3% to $9.57.</p>\n<p>Fear of stringent Chinese regulation is depressing non-EV stocks. But China hasn’t made much noise about cracking down on EV makers. It’s an industry the government would like to dominate.</p>\n<p>So it may have no desire to put the hammer down on EV companies, and that’s likely buttressing their shares Friday.</p>\n<p>When it comes to U.S. EV stocks, Tesla&nbsp;(<b>TSLA</b>) -Get Report&nbsp;is the big daddy, of course. Its shares are up 5% to $677.75 Friday, leaving them up 8% for the past five days.</p>\n<p>The companyposted stronger-than-expected earningsfor the second quarter Monday and said it's on track to build the first Model Y sedans from new facilities in Austin and Berlin before year-end.</p>\n<p>Chief Executive Elon Musk, however, added in an investor call following the earnings report that the global shortage in semiconductor supplies remains \"quite serious\" and could impact production rates over the second half of the year.</p>\n<p>Volume growth will depend on the availability of other parts in the global supply chain, he said.</p>\n<p>Musk also said he would no longer participate in regular earnings calls, unless he had \"something really important to say\".</p>\n<p>Tesla said adjusted profit for the latest quarter was $1.45 per share, creaming analysts’ consensus forecast of 98 cents.</p>","source":"lsy1610613172068","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, XPeng, Li Shares Rise, as China EV Stocks Rebound</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio, XPeng, Li Shares Rise, as China EV Stocks Rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 07:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n\nChinese electric vehicle stocks, including NIO (NIO) , Li Auto (LI) and ...</p>\n\n<a href=\"https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来","LI":"理想汽车"},"source_url":"https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137888611","content_text":"NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n\nChinese electric vehicle stocks, including NIO (NIO) , Li Auto (LI) and Xpeng (XPEV) , continued the rebound from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\nNio gained 4% to $44.50, Li 11% to $33.97 and Xpeng 9% to $41.38. Meanwhile, Alibaba BABA slid 2% to $195.19 and Didi DIDI 3% to $9.57.\nFear of stringent Chinese regulation is depressing non-EV stocks. But China hasn’t made much noise about cracking down on EV makers. It’s an industry the government would like to dominate.\nSo it may have no desire to put the hammer down on EV companies, and that’s likely buttressing their shares Friday.\nWhen it comes to U.S. EV stocks, Tesla (TSLA) -Get Report is the big daddy, of course. Its shares are up 5% to $677.75 Friday, leaving them up 8% for the past five days.\nThe companyposted stronger-than-expected earningsfor the second quarter Monday and said it's on track to build the first Model Y sedans from new facilities in Austin and Berlin before year-end.\nChief Executive Elon Musk, however, added in an investor call following the earnings report that the global shortage in semiconductor supplies remains \"quite serious\" and could impact production rates over the second half of the year.\nVolume growth will depend on the availability of other parts in the global supply chain, he said.\nMusk also said he would no longer participate in regular earnings calls, unless he had \"something really important to say\".\nTesla said adjusted profit for the latest quarter was $1.45 per share, creaming analysts’ consensus forecast of 98 cents.","news_type":1,"symbols_score_info":{"XPEV":0.9,"NIO":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":3355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035979655,"gmtCreate":1647496453347,"gmtModify":1676534237769,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567542930462199","authorIdStr":"3567542930462199"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035979655","repostId":"2220992977","repostType":4,"repost":{"id":"2220992977","kind":"highlight","pubTimestamp":1647485373,"share":"https://ttm.financial/m/news/2220992977?lang=en_US&edition=fundamental","pubTime":"2022-03-17 10:49","market":"us","language":"en","title":"Why Grab Holdings Stock Soared on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2220992977","media":"Motley Fool","summary":"A friendlier economic stance from the Chinese government lifted Asian stocks broadly.","content":"<div>\n<p>What happenedShares of Grab Holdings (NASDAQ:GRAB), a Southeast Asian ridesharing company, jumped Wednesday as Chinese stocks broadly skyrocketed on news that Beijing would do more to stabilize ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/16/why-grab-holdings-stock-soared-today/\">Source Link</a>\n\n</div>\n","source":"fool_stock","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 Grab Holdings Stock Soared on Wednesday</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Grab Holdings Stock Soared on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-17 10:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/16/why-grab-holdings-stock-soared-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of Grab Holdings (NASDAQ:GRAB), a Southeast Asian ridesharing company, jumped Wednesday as Chinese stocks broadly skyrocketed on news that Beijing would do more to stabilize ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/16/why-grab-holdings-stock-soared-today/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4022":"陆运",".IXIC":"NASDAQ Composite","GRAB":"Grab Holdings","BK4122":"互联网与直销零售"},"source_url":"https://www.fool.com/investing/2022/03/16/why-grab-holdings-stock-soared-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2220992977","content_text":"What happenedShares of Grab Holdings (NASDAQ:GRAB), a Southeast Asian ridesharing company, jumped Wednesday as Chinese stocks broadly skyrocketed on news that Beijing would do more to stabilize markets and prop up the Chinese economy. While that won't have a direct effect on Grab, which doesn't operate in China, the news sparked bullishness for Asian stocks in general. Grab's fellow Singapore-based tech company Sea Limited and South Korean e-commerce giant Coupang were also up by double-digit percentages.Additionally, Grab competitor GoTo Group announced plans to go public earlier in the week, seeking a valuation of $28.8 billion. That's more than double Grab's current market cap, which may signal that investors still see opportunities in that market.Grab shares closed Wednesday's session up by 16%.Image source: Getty Images.So whatThe Grab app is sometimes called a super app as it offers ridesharing, delivery, and payment services, and the stock was one of several Asian tech equities  outside of China that reacted favorably to the news out of Beijing.Vice Premier Liu He, China's top economic official, said the government \"should actively introduce policies that will benefit markets,\" a sharp shift away from Beijing's tone over the past year, when regulators have been cracking down hard on China's big companies.Investors in Chinese companies responded euphorically to the news, bidding some up by 30%, 40%, or even 50%, and the enthusiasm seemed to extend to companies based in other Asian nations that may have indirect exposure to the Chinese market and also trade on U.S. exchanges through American depositary receipts rather than direct shares.Now whatGrab shares tumbled earlier this month following the release of its most recent earnings report. The company has struggled during the pandemic, and posted wide losses and falling revenue in the fourth quarter. Like other ridesharing businesses such as Uber and Lyft, Grab looks to have a lot of promise, but has found it difficult to chart a path to profitability.Still, the Southeast Asian market has a lot of potential, and a stronger Chinese economy could offer benefits like increased investment and regional tourism growth. While Wednesday's double-digit percentage gain seems excessive considering the lack of any direct catalysts for Grab, its shares have been highly volatile. That pattern should continue given the market dynamics and the uncertainty regarding the company's financial future.","news_type":1,"symbols_score_info":{"GRAB":1,".IXIC":0.6}},"isVote":1,"tweetType":1,"viewCount":3311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893576474,"gmtCreate":1628292872798,"gmtModify":1703504529658,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567542930462199","authorIdStr":"3567542930462199"},"themes":[],"htmlText":"Opportunity???&nbsp;","listText":"Opportunity???&nbsp;","text":"Opportunity???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/893576474","repostId":"1110501028","repostType":4,"repost":{"id":"1110501028","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":1628260468,"share":"https://ttm.financial/m/news/1110501028?lang=en_US&edition=fundamental","pubTime":"2021-08-06 22:34","market":"us","language":"en","title":"Tencent sued by the Haidian District Procuratorate","url":"https://stock-news.laohu8.com/highlight/detail?id=1110501028","media":"Tiger Newspress","summary":"(Aug 6) Tencent sued by the Haidian District Procuratorate.","content":"<p>(Aug 6)&nbsp;Tencent sued by the Haidian District Procuratorate.</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>Tencent sued by the Haidian District Procuratorate</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTencent sued by the Haidian District Procuratorate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">2021-08-06 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 6)&nbsp;Tencent sued by the Haidian District Procuratorate.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCEHY":"腾讯控股ADR","00700":"腾讯控股"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110501028","content_text":"(Aug 6) Tencent sued by the Haidian District Procuratorate.","news_type":1,"symbols_score_info":{"TCEHY":0.9,"00700":0.9}},"isVote":1,"tweetType":1,"viewCount":2953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803297684,"gmtCreate":1627439979048,"gmtModify":1703490002200,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567542930462199","authorIdStr":"3567542930462199"},"themes":[],"htmlText":"Great time to load?&nbsp;","listText":"Great time to load?&nbsp;","text":"Great time to load?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803297684","repostId":"2154914904","repostType":4,"repost":{"id":"2154914904","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627437121,"share":"https://ttm.financial/m/news/2154914904?lang=en_US&edition=fundamental","pubTime":"2021-07-28 09:52","market":"us","language":"en","title":"Tesla's Stock Pulls Back After Q2 Earnings: What Do Analysts Think?","url":"https://stock-news.laohu8.com/highlight/detail?id=2154914904","media":"Benzinga","summary":"Tesla Inc (NASDAQ: TSLA) shares traded lower on Tuesday after the company’s second-quarter earnings beat failed to wow the market.","content":"<p><b>Tesla Inc</b> (NASDAQ:TSLA) shares traded lower on Tuesday after the company’s second-quarter earnings beat failed to wow the market.</p>\n<p>Tesla reported adjusted second-quarter EPS of $1.45 on revenue of $11.96 billion. Both numbers exceeded analyst estimates of 98 cents and $11.3 billion, respectively. Revenue was up 98% from a year ago.</p>\n<p>Tesla’s GAAP net income for the quarter topped $1 billion for the first time and was up nearly tenfold from a year ago. Only $354 million of that income came from regulatory credit sales. Tesla also reported a $23 million impairment related to the value of its <b>Bitcoin</b> (CRYPTO: BTC) holdings.</p>\n<p>Tesla’s automotive gross margins were 28.4%, their highest level of the past four quarters.</p>\n<p><b>Priced To Perfection:</b> CFRA analyst Garrett Nelson said Tesla’s quarter was impressive, but there is already a lot of optimism priced into the stock amid a climate of rapidly growing electric vehicle competition.</p>\n<p>“TSLA said it remains on track to build its first vehicles in Berlin and Austin in 2021, which was positive given recent chatter of potential delays in Germany,” Nelson wrote in a note.</p>\n<p>Needham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.</p>\n<p>“Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.</p>\n<p>“Tesla is not only among the fastest growing auto companies in the world, it is also <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most profitable,” Jonas wrote.</p>\n<p><b>Impressive Margins: </b>Bank of America analyst John Murphy said Tesla is executing well and benefiting from auto industry price dynamics.</p>\n<p>“While it remains to be seen whether or not TSLA will be dominant over the long-term, we continue to believe that as long as the company can fund outsized growth (new model introductions, capacity installation, etc.) with little to no cost of capital, as it has over the past decade, its high stock price will be justified,” Murphy wrote.</p>\n<p>Wells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.</p>\n<p>“We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.</p>\n<p>RBC Capital Markets analyst Joseph Spak said Tesla’s use of China as a global export hub is driving margins higher.</p>\n<p>“However, the lift from China as an export hub does have us thinking about some potential margin pressure once the Berlin factory opens (Germany is a higher cost country) unless additional cost reductions come through (structural pack, new castings, logistics),” Spak wrote.</p>\n<p><b>EV <a href=\"https://laohu8.com/S/LEDR\">Market Leader</a>: </b>Mizuho analyst Vijay Rakesh said Tesla and <b>Nio Inc</b>&nbsp;(NYSE:NIO) are well-positioned to dominate the high-growth EV market while legacy automakers struggle to transition.</p>\n<p>“We see the global EV market growing at a long-term 30% CAGR, with Tesla driving a significant differentiation with its in-house battery, hardware and self-driving software, leading to sustained market leadership,” Rakesh wrote.</p>\n<p>Wedbush analyst Daniel Ives said Tesla has clear momentum heading into the second half of 2021 despite the ongoing chip shortage.</p>\n<p>“In 2Q, Tesla had its back against the wall (chip shortage, China PR/safety issues, competition) and delivered numbers that speak to an EV growth story still in its early innings of playing out,” Ives wrote.</p>\n<ul>\n <li><b>TSLA Ratings And Price Targets:</b>&nbsp;CFRA has a Hold rating and $675 target.</li>\n <li>Bank of America has a Neutral rating and $800 target.</li>\n <li>Morgan Stanley has an Overweight rating and $900 target.</li>\n <li>Needham has an Underperform rating.</li>\n <li>Mizuho has a Buy rating and $825 target.</li>\n <li>Wells Fargo has an Equal Weight rating and $660 target.</li>\n <li>RBC has a Sector Perform rating and $745 target.</li>\n <li>Wedbush has an Outperform rating and $1,000 target.</li>\n</ul>\n<p>Tesla's stock traded down 4% to $630.88 at publication time.</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's Stock Pulls Back After Q2 Earnings: What Do Analysts Think?</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Stock Pulls Back After Q2 Earnings: What Do Analysts Think?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-28 09:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Tesla Inc</b> (NASDAQ:TSLA) shares traded lower on Tuesday after the company’s second-quarter earnings beat failed to wow the market.</p>\n<p>Tesla reported adjusted second-quarter EPS of $1.45 on revenue of $11.96 billion. Both numbers exceeded analyst estimates of 98 cents and $11.3 billion, respectively. Revenue was up 98% from a year ago.</p>\n<p>Tesla’s GAAP net income for the quarter topped $1 billion for the first time and was up nearly tenfold from a year ago. Only $354 million of that income came from regulatory credit sales. Tesla also reported a $23 million impairment related to the value of its <b>Bitcoin</b> (CRYPTO: BTC) holdings.</p>\n<p>Tesla’s automotive gross margins were 28.4%, their highest level of the past four quarters.</p>\n<p><b>Priced To Perfection:</b> CFRA analyst Garrett Nelson said Tesla’s quarter was impressive, but there is already a lot of optimism priced into the stock amid a climate of rapidly growing electric vehicle competition.</p>\n<p>“TSLA said it remains on track to build its first vehicles in Berlin and Austin in 2021, which was positive given recent chatter of potential delays in Germany,” Nelson wrote in a note.</p>\n<p>Needham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.</p>\n<p>“Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.</p>\n<p>“Tesla is not only among the fastest growing auto companies in the world, it is also <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most profitable,” Jonas wrote.</p>\n<p><b>Impressive Margins: </b>Bank of America analyst John Murphy said Tesla is executing well and benefiting from auto industry price dynamics.</p>\n<p>“While it remains to be seen whether or not TSLA will be dominant over the long-term, we continue to believe that as long as the company can fund outsized growth (new model introductions, capacity installation, etc.) with little to no cost of capital, as it has over the past decade, its high stock price will be justified,” Murphy wrote.</p>\n<p>Wells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.</p>\n<p>“We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.</p>\n<p>RBC Capital Markets analyst Joseph Spak said Tesla’s use of China as a global export hub is driving margins higher.</p>\n<p>“However, the lift from China as an export hub does have us thinking about some potential margin pressure once the Berlin factory opens (Germany is a higher cost country) unless additional cost reductions come through (structural pack, new castings, logistics),” Spak wrote.</p>\n<p><b>EV <a href=\"https://laohu8.com/S/LEDR\">Market Leader</a>: </b>Mizuho analyst Vijay Rakesh said Tesla and <b>Nio Inc</b>&nbsp;(NYSE:NIO) are well-positioned to dominate the high-growth EV market while legacy automakers struggle to transition.</p>\n<p>“We see the global EV market growing at a long-term 30% CAGR, with Tesla driving a significant differentiation with its in-house battery, hardware and self-driving software, leading to sustained market leadership,” Rakesh wrote.</p>\n<p>Wedbush analyst Daniel Ives said Tesla has clear momentum heading into the second half of 2021 despite the ongoing chip shortage.</p>\n<p>“In 2Q, Tesla had its back against the wall (chip shortage, China PR/safety issues, competition) and delivered numbers that speak to an EV growth story still in its early innings of playing out,” Ives wrote.</p>\n<ul>\n <li><b>TSLA Ratings And Price Targets:</b>&nbsp;CFRA has a Hold rating and $675 target.</li>\n <li>Bank of America has a Neutral rating and $800 target.</li>\n <li>Morgan Stanley has an Overweight rating and $900 target.</li>\n <li>Needham has an Underperform rating.</li>\n <li>Mizuho has a Buy rating and $825 target.</li>\n <li>Wells Fargo has an Equal Weight rating and $660 target.</li>\n <li>RBC has a Sector Perform rating and $745 target.</li>\n <li>Wedbush has an Outperform rating and $1,000 target.</li>\n</ul>\n<p>Tesla's stock traded down 4% to $630.88 at publication time.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来","QTWO":"Q2 Holdings Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154914904","content_text":"Tesla Inc (NASDAQ:TSLA) shares traded lower on Tuesday after the company’s second-quarter earnings beat failed to wow the market.\nTesla reported adjusted second-quarter EPS of $1.45 on revenue of $11.96 billion. Both numbers exceeded analyst estimates of 98 cents and $11.3 billion, respectively. Revenue was up 98% from a year ago.\nTesla’s GAAP net income for the quarter topped $1 billion for the first time and was up nearly tenfold from a year ago. Only $354 million of that income came from regulatory credit sales. Tesla also reported a $23 million impairment related to the value of its Bitcoin (CRYPTO: BTC) holdings.\nTesla’s automotive gross margins were 28.4%, their highest level of the past four quarters.\nPriced To Perfection: CFRA analyst Garrett Nelson said Tesla’s quarter was impressive, but there is already a lot of optimism priced into the stock amid a climate of rapidly growing electric vehicle competition.\n“TSLA said it remains on track to build its first vehicles in Berlin and Austin in 2021, which was positive given recent chatter of potential delays in Germany,” Nelson wrote in a note.\nNeedham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.\n“Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.\nMorgan Stanley analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.\n“Tesla is not only among the fastest growing auto companies in the world, it is also one of the most profitable,” Jonas wrote.\nImpressive Margins: Bank of America analyst John Murphy said Tesla is executing well and benefiting from auto industry price dynamics.\n“While it remains to be seen whether or not TSLA will be dominant over the long-term, we continue to believe that as long as the company can fund outsized growth (new model introductions, capacity installation, etc.) with little to no cost of capital, as it has over the past decade, its high stock price will be justified,” Murphy wrote.\nWells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.\n“We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.\nRBC Capital Markets analyst Joseph Spak said Tesla’s use of China as a global export hub is driving margins higher.\n“However, the lift from China as an export hub does have us thinking about some potential margin pressure once the Berlin factory opens (Germany is a higher cost country) unless additional cost reductions come through (structural pack, new castings, logistics),” Spak wrote.\nEV Market Leader: Mizuho analyst Vijay Rakesh said Tesla and Nio Inc (NYSE:NIO) are well-positioned to dominate the high-growth EV market while legacy automakers struggle to transition.\n“We see the global EV market growing at a long-term 30% CAGR, with Tesla driving a significant differentiation with its in-house battery, hardware and self-driving software, leading to sustained market leadership,” Rakesh wrote.\nWedbush analyst Daniel Ives said Tesla has clear momentum heading into the second half of 2021 despite the ongoing chip shortage.\n“In 2Q, Tesla had its back against the wall (chip shortage, China PR/safety issues, competition) and delivered numbers that speak to an EV growth story still in its early innings of playing out,” Ives wrote.\n\nTSLA Ratings And Price Targets: CFRA has a Hold rating and $675 target.\nBank of America has a Neutral rating and $800 target.\nMorgan Stanley has an Overweight rating and $900 target.\nNeedham has an Underperform rating.\nMizuho has a Buy rating and $825 target.\nWells Fargo has an Equal Weight rating and $660 target.\nRBC has a Sector Perform rating and $745 target.\nWedbush has an Outperform rating and $1,000 target.\n\nTesla's stock traded down 4% to $630.88 at publication time.","news_type":1,"symbols_score_info":{"TSLA":0.9,"QTWO":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809006629,"gmtCreate":1627337275661,"gmtModify":1703487697616,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567542930462199","authorIdStr":"3567542930462199"},"themes":[],"htmlText":"Time to load?&nbsp;","listText":"Time to load?&nbsp;","text":"Time to load?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/809006629","repostId":"2154957883","repostType":4,"isVote":1,"tweetType":1,"viewCount":3513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803230712,"gmtCreate":1627440060336,"gmtModify":1703490003660,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567542930462199","authorIdStr":"3567542930462199"},"themes":[],"htmlText":"Trade with care","listText":"Trade with care","text":"Trade with care","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803230712","repostId":"2154992258","repostType":4,"isVote":1,"tweetType":1,"viewCount":3042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174156238,"gmtCreate":1627087502024,"gmtModify":1703483932441,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567542930462199","authorIdStr":"3567542930462199"},"themes":[],"htmlText":"Time to load?&nbsp;","listText":"Time to load?&nbsp;","text":"Time to load?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/174156238","repostId":"2153980423","repostType":4,"isVote":1,"tweetType":1,"viewCount":1094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177963491,"gmtCreate":1627176440213,"gmtModify":1703485028375,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567542930462199","authorIdStr":"3567542930462199"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177963491","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://ttm.financial/m/news/1112927800?lang=en_US&edition=fundamental","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"NIO":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890293547,"gmtCreate":1628118713689,"gmtModify":1703501391655,"author":{"id":"3567542930462199","authorId":"3567542930462199","name":"YEOSF","avatar":"https://static.tigerbbs.com/12d4b220b5833d4aacf96f596ea9b866","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567542930462199","authorIdStr":"3567542930462199"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890293547","repostId":"1184393508","repostType":2,"isVote":1,"tweetType":1,"viewCount":2661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}