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2022-09-15

[微笑]

Strange movement | Crazy! After soaring 311%, Chinese concept monster stocks rose again by 18%

2021-04-03

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Nio: ET7's first production line body officially rolls off the assembly line

2021-04-02

?//@EstherPang: Good

5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick

2021-04-02

//@EstherPang: Good

5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick

2021-04-02

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2021-03-23

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2021-03-22

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The surge in US Treasury Bond yields is getting worse, will the Fed "submit"?

2021-03-21

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Soared 19 times in 6 months! This chip stock is completely on fire, what is the origin?

2021-03-20

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Dow losses extend to 1%, financial sector drags down index

2021-03-19

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IoT cloud platform Tuya Smart landed on the New York Stock Exchange, and its first listing opened more than 28% higher

2021-03-15

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Sorry, the original content has been removed

2021-03-12

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The stock price was cut in half, and the bubble of new cars burst?

2021-03-12

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The "Korean Amazon" Coupang is here! It rose 84% on the first day

Go to Tiger App to see more news

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16:18","market":"us","language":"zh","title":"Strange movement | Crazy! After soaring 311%, Chinese concept monster stocks rose again by 18%","url":"https://stock-news.laohu8.com/highlight/detail?id=1127901025","media":"老虎资讯综合","summary":"摘要：美股指期货涨跌不一，阿帕契盘前上涨，董事会授权额外回购股份；奈飞盘前“躁动”， 预计低价广告版服务一年内能吸引4000万人订阅。9月15日，美股指期货涨跌不一，道指期货涨0.11%，纳指期货跌0","content":"<p><html><head></head><body><b>Summary: U.S. stock index futures were mixed.<a href=\"https://laohu8.com/S/APA\">Apache</a>Rise premarket, board authorizes additional share repurchases; Netflix is \"restless\" in front of the disc, and it is expected that the low-priced advertising version service will attract 40 million subscriptions within a year.</b>On September 15, U.S. stock index futures were mixed. Dow futures rose 0.11%, Nasdaq futures fell 0.03%, and S&P 500 futures rose 0.07%.<img src=\"https://static.tigerbbs.com/86448598361811d21aebbc20a01641cf\" tg-width=\"438\" tg-height=\"173\" referrerpolicy=\"no-referrer\"/><a href=\"https://laohu8.com/S/APA\">Apache</a>It rose more than 3% before the market, and the company's board of directors authorized the repurchase of an additional 40 million shares.</p><p>Netflix rose more than 2% before the market, and it is expected that the low-priced advertising version service will attract 40 million subscriptions within a year.</p><p>Velo3D rose more than 8% before the market, and received a net purchase of 126,900 shares from the company's directors.</p><p>Rhythm fell 11% before the market, and the company announced a public offering of 4.8 million shares at $26 per share.</p><p>Streaming media company Vimeo rose more than 3% before the market. In August, revenue increased by 9% and the number of subscribers increased by 1%.</p><p>Payoneer Global rose more than 3% before the market, and received a net purchase of 162,200 shares from director Zeevi Avi.</p><p><a href=\"https://laohu8.com/S/BEKE\">Shells</a>It rose more than 2% before the market. The company once again spent about 4 million US dollars to repurchase 664,500 shares on the New York Stock Exchange. According to statistics, Keike has conducted 7 share repurchases on the New York Stock Exchange during the month, with a total of about 4.41 million shares repurchased. The capital involved is about 25.51 million US dollars.</p><p><a href=\"https://laohu8.com/S/AKRO\">Akero Therapeutics</a>It fell nearly 4% before the market, and plans to issue 7.69 million shares at a discount of 6%.</p><p><a href=\"https://laohu8.com/S/NEE\">New Era Energy</a>It fell more than 3% before the market, and the company will sell US $2 billion in equity units, with an issuance amount of US $50 per unit.</p><p>Chinese concept monster stocks \"return\" again!<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>It rose more than 18% before the market, and the stock soared 311% on the previous trading day.<img src=\"https://static.tigerbbs.com/83e324df0d955ff4d4d4c67d3604e07e\" tg-width=\"527\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/></p><p></body></html></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>Strange movement | Crazy! After soaring 311%, Chinese concept monster stocks rose again by 18%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStrange movement | Crazy! After soaring 311%, Chinese concept monster stocks rose again by 18%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-09-15 16:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary: U.S. stock index futures were mixed.<a href=\"https://laohu8.com/S/APA\">Apache</a>Rise premarket, board authorizes additional share repurchases; Netflix is \"restless\" in front of the disc, and it is expected that the low-priced advertising version service will attract 40 million subscriptions within a year.</b>On September 15, U.S. stock index futures were mixed. Dow futures rose 0.11%, Nasdaq futures fell 0.03%, and S&P 500 futures rose 0.07%.<img src=\"https://static.tigerbbs.com/86448598361811d21aebbc20a01641cf\" tg-width=\"438\" tg-height=\"173\" referrerpolicy=\"no-referrer\"/><a href=\"https://laohu8.com/S/APA\">Apache</a>It rose more than 3% before the market, and the company's board of directors authorized the repurchase of an additional 40 million shares.</p><p>Netflix rose more than 2% before the market, and it is expected that the low-priced advertising version service will attract 40 million subscriptions within a year.</p><p>Velo3D rose more than 8% before the market, and received a net purchase of 126,900 shares from the company's directors.</p><p>Rhythm fell 11% before the market, and the company announced a public offering of 4.8 million shares at $26 per share.</p><p>Streaming media company Vimeo rose more than 3% before the market. In August, revenue increased by 9% and the number of subscribers increased by 1%.</p><p>Payoneer Global rose more than 3% before the market, and received a net purchase of 162,200 shares from director Zeevi Avi.</p><p><a href=\"https://laohu8.com/S/BEKE\">Shells</a>It rose more than 2% before the market. The company once again spent about 4 million US dollars to repurchase 664,500 shares on the New York Stock Exchange. According to statistics, Keike has conducted 7 share repurchases on the New York Stock Exchange during the month, with a total of about 4.41 million shares repurchased. The capital involved is about 25.51 million US dollars.</p><p><a href=\"https://laohu8.com/S/AKRO\">Akero Therapeutics</a>It fell nearly 4% before the market, and plans to issue 7.69 million shares at a discount of 6%.</p><p><a href=\"https://laohu8.com/S/NEE\">New Era Energy</a>It fell more than 3% before the market, and the company will sell US $2 billion in equity units, with an issuance amount of US $50 per unit.</p><p>Chinese concept monster stocks \"return\" again!<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>It rose more than 18% before the market, and the stock soared 311% on the previous trading day.<img src=\"https://static.tigerbbs.com/83e324df0d955ff4d4d4c67d3604e07e\" tg-width=\"527\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7ed81b1e72df2f2f0f21497fe08eaed","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","NEE":"新纪元能源","APA.AU":"APA GROUP","BK7148":"燃气公用事业","BK4213":"石油与天然气的勘探与生产","NFLX":"奈飞",".SPX":"S&P 500 Index","HKD":"尚乘数科",".IXIC":"NASDAQ Composite","APA":"阿帕契","BK4507":"流媒体概念",".DJI":"道琼斯","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4509":"腾讯概念","BEKE":"贝壳","AKRO":"Akero Therapeutics","BK4524":"宅经济概念","BK4581":"高盛持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4139":"生物科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127901025","content_text":"摘要：美股指期货涨跌不一，阿帕契盘前上涨，董事会授权额外回购股份；奈飞盘前“躁动”， 预计低价广告版服务一年内能吸引4000万人订阅。9月15日，美股指期货涨跌不一，道指期货涨0.11%，纳指期货跌0.03%，标普500指数期货涨0.07%。阿帕契盘前涨超3%，公司董事会授权额外回购4000万股股份。奈飞盘前涨超2%， 预计低价广告版服务一年内能吸引4000万人订阅。Velo3D盘前涨超8%，获公司董事净买入12.69万股。Rhythm盘前跌11%，公司宣布以每股26美元的价格公开发行480万股票。流媒体公司Vimeo盘前涨超3%，8月营收增长9%、订户数量增长1%。Payoneer Global盘前涨超3%，获董事Zeevi Avi净买入16.22万股。贝壳盘前涨超2%，公司再度耗资约400万美元于纽交所回购66.45万股，据统计，月内贝壳已在纽交所进行7次股份回购，共回购约441万股，涉资约2551万美元。Akero Therapeutics盘前跌近4%，拟折价6%发行769万股。新纪元能源盘前跌超3%，公司将出售20亿美元的股权单位，每单位的发行金额为50美元。中概妖股再度“归来”！尚乘数科盘前涨超18%，该股上一交易日暴涨311%。","news_type":1,"symbols_score_info":{"836077":0.9,"836149":0.9,"836239":0.9,"836260":0.9,"836263":0.9,"836433":0.9,"836675":0.9,"836720":0.9,"836826":0.9,"836892":0.9,".IXIC":0.9,"APA.AU":0.9,"BEKE":0.9,"APA":0.9,"HKD":0.9,"NFLX":0.9,"NEE":0.9,"AKRO":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340214501,"gmtCreate":1617416757703,"gmtModify":1704699527156,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/340214501","repostId":"1111944043","repostType":4,"repost":{"id":"1111944043","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1617374206,"share":"https://ttm.financial/m/news/1111944043?lang=en_US&edition=fundamental","pubTime":"2021-04-02 22:36","market":"us","language":"zh","title":"Nio: ET7's first production line body officially rolls off the assembly line","url":"https://stock-news.laohu8.com/highlight/detail?id=1111944043","media":"老虎资讯综合","summary":"配备激光雷达，续航超过1000km的蔚来ET7在NIO Day发布后，便吸引了众多目光关注。就在昨日，ET7的首台生产线车身，已经在蔚来合肥先进制造基地正式下线。生产线车身是指车身结构件及覆盖件焊接总","content":"<p>The Nio ET7, equipped with lidar and with a battery life of more than 1,000 km, attracted a lot of attention after its release on NIO Day.</p><p>Just yesterday, the first production line body of ET7 was officially rolled off the assembly line at the advanced manufacturing base in Hefei, Nio. The production line body refers to the welding assembly of the body structural parts and cover parts. This is a very important part of the ET7 in the process of verifying the manufacturing process (Confirmation Build). It can fully identify and solve the problems of the body in the manufacturing stage, and will play a positive role in the future ET7 production. Continuous promotion has a positive effect.</p><p>At the same time, a new welding production line specially built by Hefei Advanced Manufacturing Base for ET7 will also be officially put into use.</p><p><img src=\"https://static.tigerbbs.com/4a2a759fc9f97a8c5bca7f8bd58a25be\" tg-width=\"864\" tg-height=\"837\" referrerpolicy=\"no-referrer\"></p><p>In addition, Nio announced delivery data for the first quarter yesterday. The data showed that Nio delivered a total of 20,060 units in the first quarter of 2021, exceeding 20,000 units in a single quarter for the first time. In March, 7,257 units were delivered, a year-on-year increase of 373.4%, setting another single-month delivery record. The number of deliveries reached a new high.</p><p><img src=\"https://static.tigerbbs.com/08086c64422723bd1eac0b8dd4ac90a0\" tg-width=\"412\" tg-height=\"748\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio: ET7's first production line body officially rolls off the assembly line</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio: ET7's first production line body officially rolls off the assembly line\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-04-02 22:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The Nio ET7, equipped with lidar and with a battery life of more than 1,000 km, attracted a lot of attention after its release on NIO Day.</p><p>Just yesterday, the first production line body of ET7 was officially rolled off the assembly line at the advanced manufacturing base in Hefei, Nio. The production line body refers to the welding assembly of the body structural parts and cover parts. This is a very important part of the ET7 in the process of verifying the manufacturing process (Confirmation Build). It can fully identify and solve the problems of the body in the manufacturing stage, and will play a positive role in the future ET7 production. Continuous promotion has a positive effect.</p><p>At the same time, a new welding production line specially built by Hefei Advanced Manufacturing Base for ET7 will also be officially put into use.</p><p><img src=\"https://static.tigerbbs.com/4a2a759fc9f97a8c5bca7f8bd58a25be\" tg-width=\"864\" tg-height=\"837\" referrerpolicy=\"no-referrer\"></p><p>In addition, Nio announced delivery data for the first quarter yesterday. The data showed that Nio delivered a total of 20,060 units in the first quarter of 2021, exceeding 20,000 units in a single quarter for the first time. In March, 7,257 units were delivered, a year-on-year increase of 373.4%, setting another single-month delivery record. The number of deliveries reached a new high.</p><p><img src=\"https://static.tigerbbs.com/08086c64422723bd1eac0b8dd4ac90a0\" tg-width=\"412\" tg-height=\"748\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aeb06dc1c36261473ead8873ac0bf768","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111944043","content_text":"配备激光雷达，续航超过1000km的蔚来ET7在NIO Day发布后，便吸引了众多目光关注。就在昨日，ET7的首台生产线车身，已经在蔚来合肥先进制造基地正式下线。生产线车身是指车身结构件及覆盖件焊接总成，这是ET7在验证生产制造流程（Confirmation Build）过程中非常重要的一环，可以充分识别并解决车身在制造阶段的问题，对未来ET7生产的持续推进有着积极的作用。同时，合肥先进制造基地为ET7专门打造的全新焊装生产线也将正式投入使用。此外，蔚来昨日公布了一季度交付数据，数据显示蔚来2021年第一季度累计交付20,060台，单季交付首次突破两万台，3月交付7,257台，同比增长373.4%，再创单月交付数新高。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340815958,"gmtCreate":1617371028274,"gmtModify":1704699261744,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","listText":"?//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","text":"?//@EstherPang: Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/340815958","repostId":"2123781802","repostType":4,"repost":{"id":"2123781802","kind":"news","pubTimestamp":1617268992,"share":"https://ttm.financial/m/news/2123781802?lang=en_US&edition=fundamental","pubTime":"2021-04-01 17:23","market":"us","language":"en","title":"5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick","url":"https://stock-news.laohu8.com/highlight/detail?id=2123781802","media":"Zacks","summary":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering in","content":"<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.</p>\n<p>IoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.</p>\n<p>IoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.</p>\n<p>Rapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.</p>\n<p>Moreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.</p>\n<p>Proliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.</p>\n<p>Notably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.</p>\n<h3>New Normal Trends Aid IoT Growth Avenues</h3>\n<p>The growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.</p>\n<p>Moreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.</p>\n<p>Further, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.</p>\n<p>Despite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of <b><a href=\"https://laohu8.com/S/EFFE\">Global X</a> Internet of Things ETF</b> (SNSR), which has gained 80.4% in the past year compared with the <b>SPDR S&amp;P 500 ETF Trust</b>'s (SPY) growth of 7.8%.</p>\n<p>Per a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.</p>\n<p>Here we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&amp;P 500 composite in the past year.</p>\n<h3>Past Year Price Performance</h3>\n<p><img src=\"https://static.tigerbbs.com/431c5cb0a5d51feafc57d1b6ae3549bf\" tg-width=\"620\" tg-height=\"324\" referrerpolicy=\"no-referrer\"><b>NXP Semiconductors N.V.</b> NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.</p>\n<p>The company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.</p>\n<p>The company, currently sporting a Zacks Rank #1 (Strong Buy), acquired <b>Marvell</b>’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see <b>the complete list of today’s Zacks #1 Rank stocks here</b>.</p>\n<p>The company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.</p>\n<p><b>Rockwell Automation</b> ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.</p>\n<p>The company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.</p>\n<p>Markedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.</p>\n<p>Moreover, the company’s alliance with <b>PTC</b> PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.</p>\n<p>Also, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.</p>\n<p><b>Qorvo </b>QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.</p>\n<p>In the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.</p>\n<p>The company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.</p>\n<p>The new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.</p>\n<p>The Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.</p>\n<p><b>Skyworks Solutions</b> SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.</p>\n<p>In fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.</p>\n<p>Further, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.</p>\n<p>The company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.</p>\n<p>The Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.</p>\n<p><b>Arrow Electronics</b> ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.</p>\n<p>Arrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.</p>\n<p>The company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.</p>\n<p>The Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.</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>5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick</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\">\n5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-01 17:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85ada12395dec31463865034e7cef52c","relate_stocks":{"ARW":"艾睿","ROK":"罗克韦尔自动化","NXPI":"恩智浦","QRVO":"Qorvo, Inc.","SWKS":"思佳讯"},"source_url":"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123781802","content_text":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.\nIoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.\nIoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.\nRapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.\nMoreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.\nProliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.\nNotably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.\nNew Normal Trends Aid IoT Growth Avenues\nThe growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.\nMoreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.\nFurther, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.\nDespite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of Global X Internet of Things ETF (SNSR), which has gained 80.4% in the past year compared with the SPDR S&P 500 ETF Trust's (SPY) growth of 7.8%.\nPer a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.\nHere we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&P 500 composite in the past year.\nPast Year Price Performance\nNXP Semiconductors N.V. NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.\nThe company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.\nThe company, currently sporting a Zacks Rank #1 (Strong Buy), acquired Marvell’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see the complete list of today’s Zacks #1 Rank stocks here.\nThe company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.\nRockwell Automation ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.\nThe company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.\nMarkedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.\nMoreover, the company’s alliance with PTC PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.\nAlso, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.\nQorvo QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.\nIn the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.\nThe company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.\nThe new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.\nThe Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.\nSkyworks Solutions SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.\nIn fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.\nFurther, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.\nThe company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.\nThe Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.\nArrow Electronics ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.\nArrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.\nThe company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.\nThe Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.","news_type":1,"symbols_score_info":{"ROK":0.9,"QRVO":0.9,"NXPI":0.9,"SWKS":0.9,"ARW":0.9}},"isVote":1,"tweetType":1,"viewCount":2681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340076919,"gmtCreate":1617326249131,"gmtModify":1704698785202,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","listText":"//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","text":"//@EstherPang: Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340076919","repostId":"2123781802","repostType":4,"repost":{"id":"2123781802","kind":"news","pubTimestamp":1617268992,"share":"https://ttm.financial/m/news/2123781802?lang=en_US&edition=fundamental","pubTime":"2021-04-01 17:23","market":"us","language":"en","title":"5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick","url":"https://stock-news.laohu8.com/highlight/detail?id=2123781802","media":"Zacks","summary":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering in","content":"<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.</p>\n<p>IoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.</p>\n<p>IoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.</p>\n<p>Rapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.</p>\n<p>Moreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.</p>\n<p>Proliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.</p>\n<p>Notably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.</p>\n<h3>New Normal Trends Aid IoT Growth Avenues</h3>\n<p>The growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.</p>\n<p>Moreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.</p>\n<p>Further, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.</p>\n<p>Despite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of <b><a href=\"https://laohu8.com/S/EFFE\">Global X</a> Internet of Things ETF</b> (SNSR), which has gained 80.4% in the past year compared with the <b>SPDR S&amp;P 500 ETF Trust</b>'s (SPY) growth of 7.8%.</p>\n<p>Per a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.</p>\n<p>Here we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&amp;P 500 composite in the past year.</p>\n<h3>Past Year Price Performance</h3>\n<p><img src=\"https://static.tigerbbs.com/431c5cb0a5d51feafc57d1b6ae3549bf\" tg-width=\"620\" tg-height=\"324\" referrerpolicy=\"no-referrer\"><b>NXP Semiconductors N.V.</b> NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.</p>\n<p>The company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.</p>\n<p>The company, currently sporting a Zacks Rank #1 (Strong Buy), acquired <b>Marvell</b>’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see <b>the complete list of today’s Zacks #1 Rank stocks here</b>.</p>\n<p>The company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.</p>\n<p><b>Rockwell Automation</b> ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.</p>\n<p>The company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.</p>\n<p>Markedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.</p>\n<p>Moreover, the company’s alliance with <b>PTC</b> PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.</p>\n<p>Also, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.</p>\n<p><b>Qorvo </b>QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.</p>\n<p>In the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.</p>\n<p>The company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.</p>\n<p>The new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.</p>\n<p>The Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.</p>\n<p><b>Skyworks Solutions</b> SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.</p>\n<p>In fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.</p>\n<p>Further, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.</p>\n<p>The company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.</p>\n<p>The Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.</p>\n<p><b>Arrow Electronics</b> ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.</p>\n<p>Arrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.</p>\n<p>The company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.</p>\n<p>The Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.</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>5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick</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\">\n5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-01 17:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85ada12395dec31463865034e7cef52c","relate_stocks":{"ARW":"艾睿","ROK":"罗克韦尔自动化","NXPI":"恩智浦","QRVO":"Qorvo, Inc.","SWKS":"思佳讯"},"source_url":"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123781802","content_text":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.\nIoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.\nIoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.\nRapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.\nMoreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.\nProliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.\nNotably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.\nNew Normal Trends Aid IoT Growth Avenues\nThe growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.\nMoreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.\nFurther, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.\nDespite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of Global X Internet of Things ETF (SNSR), which has gained 80.4% in the past year compared with the SPDR S&P 500 ETF Trust's (SPY) growth of 7.8%.\nPer a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.\nHere we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&P 500 composite in the past year.\nPast Year Price Performance\nNXP Semiconductors N.V. NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.\nThe company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.\nThe company, currently sporting a Zacks Rank #1 (Strong Buy), acquired Marvell’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see the complete list of today’s Zacks #1 Rank stocks here.\nThe company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.\nRockwell Automation ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.\nThe company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.\nMarkedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.\nMoreover, the company’s alliance with PTC PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.\nAlso, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.\nQorvo QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.\nIn the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.\nThe company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.\nThe new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.\nThe Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.\nSkyworks Solutions SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.\nIn fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.\nFurther, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.\nThe company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.\nThe Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.\nArrow Electronics ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.\nArrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.\nThe company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.\nThe Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.","news_type":1,"symbols_score_info":{"ROK":0.9,"QRVO":0.9,"NXPI":0.9,"SWKS":0.9,"ARW":0.9}},"isVote":1,"tweetType":1,"viewCount":2166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340046780,"gmtCreate":1617325731040,"gmtModify":1704698773563,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/340046780","repostId":"1185840581","repostType":4,"isVote":1,"tweetType":1,"viewCount":3240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353149740,"gmtCreate":1616473639280,"gmtModify":1704794551928,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/353149740","repostId":"2121091121","repostType":4,"isVote":1,"tweetType":1,"viewCount":2238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359324319,"gmtCreate":1616365984531,"gmtModify":1704793051692,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359324319","repostId":"2120549145","repostType":4,"repost":{"id":"2120549145","kind":"news","pubTimestamp":1616299535,"share":"https://ttm.financial/m/news/2120549145?lang=en_US&edition=fundamental","pubTime":"2021-03-21 12:05","market":"us","language":"zh","title":"The surge in US Treasury Bond yields is getting worse, will the Fed \"submit\"?","url":"https://stock-news.laohu8.com/highlight/detail?id=2120549145","media":"FX168","summary":"英国媒体周六报道称，美联储正陷入与市场的“摊牌”中。英国《金融时报》称，尽管鲍威尔对美国国债的收益率采取了放任不管的方法，但与他在欧元区的同行相比，投资者仍在质疑美联储可以允许这种利率运行多长时间。美国国债被抛售反映出通胀和增长预期大幅提升，经济学家怀疑美联储最终将被迫提出首次加息。","content":"<p>British media reported on Saturday (March 20th) that the Federal Reserve was caught in a \"showdown\" with the market.</p><p>This week, Federal Reserve Chairman Jerome Powell acknowledged the burgeoning economic outlook and the possibility of further rising inflation, while underscoring his commitment to keeping interest rates at a minimum for the foreseeable future.</p><p>But this accommodative approach to inflation is eroding the price of long-term U.S. government bonds, causing ripples in global markets. The Financial Times said that despite Powell's laissez-faire approach to U.S. Treasury Bond yields, investors are still questioning how long the Fed can allow such rates to run compared to his counterparts in the euro zone.</p><p>\"It's not the level of yield that matters, but the way it interacts with risky assets,\" said Gene Tannuzzo, head of global fixed income at Columbia Threadneedle Investments. \"If yields rise at a rate that causes stocks to fall and credit spreads to widen, then Powell will be even more concerned.\"</p><p>In the past week, the benchmark ten-year U.S. Treasury Bond yield jumped to 1.75%, up from about 1.6% a few days ago. The Bloomberg Barclays index shows that the price of U.S. Treasury Bond 10 years or longer has fallen by nearly 15% since the start of the year. If these losses persist, the first quarter of this year will be the worst sell-off in the U.S. Treasury Bond since at least the early 1970s.</p><p>The sell-off in U.S. Treasury Bond reflects a sharp rise in inflation and growth expectations, with economists suspecting that the Fed will eventually be forced to present its first rate hike.</p><p>The European Central Bank is concerned that borrowing costs for companies and individuals could rise harmfully, so it has taken measures to resist rising yields on its Treasury Bond. In contrast, the Fed chairman did not appear uneasy, in stark contrast to what happened in March 2020, when policymakers aligned with banks and other market participants on chaotic market movements.</p><p>The sell-off quickly began to spread to the stock and credit markets, which angered investors. Treasury Bond yields even topped some expectations for the year's highest following a poor U.S. Treasury Bond auction in February, triggering volatile trading.</p><p>Powell on Wednesday again dismissed doubts that should be concerned about near-term volatility in the $2.1 billion U.S. government bond market, reiterating that financial conditions remain \"highly accommodative\" across various indicators, while the central bank will only worry about \"disorder\" that could undermine money markets to support the economic recovery. \"move. To illustrate this point, he said he had no intention of adjusting the Fed's $120 billion monthly bond purchase program.</p><p>\"The market may force them to change their behavior, but for now Fed policymakers are making it clear that they don't want to be directly involved in behavior that has an impact on the yield curve,\" said Rish Bhandari, senior portfolio manager at hedge funds.</p><p>Mike Collins, senior portfolio manager at PGIM's fixed income division, warned that another sharp rise in US Treasury Bond yields could test their stance.</p><p>\"Financial conditions do remain accommodative, but if interest rates go up another 0.5 to 1 percentage point, that does slow down,\" he said. The rebound in equity and credit markets may also be severe enough to prompt the Federal Reserve to intervene verbally or even move to buying more long-term debt.</p>","source":"fxdaily_fut","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>The surge in US Treasury Bond yields is getting worse, will the Fed \"submit\"?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe surge in US Treasury Bond yields is getting worse, will the Fed \"submit\"?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">FX168</strong><span class=\"h-time small\">2021-03-21 12:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>British media reported on Saturday (March 20th) that the Federal Reserve was caught in a \"showdown\" with the market.</p><p>This week, Federal Reserve Chairman Jerome Powell acknowledged the burgeoning economic outlook and the possibility of further rising inflation, while underscoring his commitment to keeping interest rates at a minimum for the foreseeable future.</p><p>But this accommodative approach to inflation is eroding the price of long-term U.S. government bonds, causing ripples in global markets. The Financial Times said that despite Powell's laissez-faire approach to U.S. Treasury Bond yields, investors are still questioning how long the Fed can allow such rates to run compared to his counterparts in the euro zone.</p><p>\"It's not the level of yield that matters, but the way it interacts with risky assets,\" said Gene Tannuzzo, head of global fixed income at Columbia Threadneedle Investments. \"If yields rise at a rate that causes stocks to fall and credit spreads to widen, then Powell will be even more concerned.\"</p><p>In the past week, the benchmark ten-year U.S. Treasury Bond yield jumped to 1.75%, up from about 1.6% a few days ago. The Bloomberg Barclays index shows that the price of U.S. Treasury Bond 10 years or longer has fallen by nearly 15% since the start of the year. If these losses persist, the first quarter of this year will be the worst sell-off in the U.S. Treasury Bond since at least the early 1970s.</p><p>The sell-off in U.S. Treasury Bond reflects a sharp rise in inflation and growth expectations, with economists suspecting that the Fed will eventually be forced to present its first rate hike.</p><p>The European Central Bank is concerned that borrowing costs for companies and individuals could rise harmfully, so it has taken measures to resist rising yields on its Treasury Bond. In contrast, the Fed chairman did not appear uneasy, in stark contrast to what happened in March 2020, when policymakers aligned with banks and other market participants on chaotic market movements.</p><p>The sell-off quickly began to spread to the stock and credit markets, which angered investors. Treasury Bond yields even topped some expectations for the year's highest following a poor U.S. Treasury Bond auction in February, triggering volatile trading.</p><p>Powell on Wednesday again dismissed doubts that should be concerned about near-term volatility in the $2.1 billion U.S. government bond market, reiterating that financial conditions remain \"highly accommodative\" across various indicators, while the central bank will only worry about \"disorder\" that could undermine money markets to support the economic recovery. \"move. To illustrate this point, he said he had no intention of adjusting the Fed's $120 billion monthly bond purchase program.</p><p>\"The market may force them to change their behavior, but for now Fed policymakers are making it clear that they don't want to be directly involved in behavior that has an impact on the yield curve,\" said Rish Bhandari, senior portfolio manager at hedge funds.</p><p>Mike Collins, senior portfolio manager at PGIM's fixed income division, warned that another sharp rise in US Treasury Bond yields could test their stance.</p><p>\"Financial conditions do remain accommodative, but if interest rates go up another 0.5 to 1 percentage point, that does slow down,\" he said. The rebound in equity and credit markets may also be severe enough to prompt the Federal Reserve to intervene verbally or even move to buying more long-term debt.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://news.fx168.com/bank/fed/2103/4838373.shtml\">FX168</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a56aa88d539d7b65b8089a421c05150c","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SSO":"2倍做多标普500ETF-ProShares","OEX":"标普100",".DJI":"道琼斯",".SPX":"S&P 500 Index","DXD":"两倍做空道琼30指数ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","DDM":"2倍做多道指ETF-ProShares","SPY":"标普500ETF","SH":"做空标普500-Proshares","GOVT":"iShares安硕核心美国国债ETF","SDOW":"三倍做空道指30ETF-ProShares","DOG":"道指ETF-ProShares做空","BND":"债券指数ETF-Vanguard美国","SDS":"两倍做空标普500 ETF-ProShares","SHY":"债券指数ETF-iShares Barclays 1-3年国债","QID":"两倍做空纳斯达克指数ETF-ProShares","IEF":"债券指数ETF-iShares Barclays 7-10年","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","IVV":"标普500ETF-iShares","SQQQ":"纳指三倍做空ETF","UDOW":"三倍做多道指30ETF-ProShares","IEI":"iShares Barclays 3-7 Year Trea","UPRO":"三倍做多标普500ETF-ProShares","TLT":"20+年以上美国国债ETF-iShares","DJX":"1/100道琼斯","PSQ":"做空纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF","SPXU":"三倍做空标普500ETF-ProShares"},"source_url":"https://news.fx168.com/bank/fed/2103/4838373.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2120549145","content_text":"英国媒体周六（3月20日）报道称，美联储正陷入与市场的“摊牌”中。\n本周，美联储主席鲍威尔承认迅速发展的经济前景以及通货膨胀率进一步攀升的可能，同时强调了他在可预见的未来将利率保持在最低水平的承诺。\n但是，这种对通货膨胀的宽松态度正在侵蚀美国长期政府债券的价格，在全球市场上引发了涟漪。英国《金融时报》称，尽管鲍威尔对美国国债的收益率采取了放任不管的方法，但与他在欧元区的同行相比，投资者仍在质疑美联储可以允许这种利率运行多长时间。\nColumbia Threadneedle Investments全球固定收益负责人Gene Tannuzzo表示：“重要的不是收益率水平，而是其与风险资产之间的相互作用方式。” “如果收益率以导致股市下跌和信贷息差扩大的速度上升，那么鲍威尔将更加担忧。”\n在过去的一周中，基准十年期美国国债收益率跳升至1.75％，几天前约为1.6％。彭博巴克莱（Bloomberg Barclays）指数显示，自今年年初以来，10年或更长期的美国国债价格下跌了近15％。如果这些损失持续下去，那么今年第一季度将是至少自1970年代初以来美国国债遭遇最严重的一次抛售。\n美国国债被抛售反映出通胀和增长预期大幅提升，经济学家怀疑美联储最终将被迫提出首次加息。\n欧洲央行担心公司和个人的借贷成本可能会有害地增加，因此采取措施以抵制其国债收益率的上涨。相比之下，美联储主席表现得并未有任何不安，这与2020年3月的情形形成鲜明对比，当时决策者就混乱的市场走势与银行和其他市场参与者保持一致。\n抛售的迅速开始蔓延到股票和信贷市场，这激怒了投资者。2月份美国国债拍卖表现不佳之后，国债收益率甚至突破了今年最高的一些预期，引发了波动性交易。\n鲍威尔周三再次驳回了应该对21亿美元美国政府债券市场的近期波动担忧的疑虑，重申各种指标的财务状况仍然“高度宽松”，而央行只会担心可能破坏货币市场支持经济复苏的“无序”举动。为说明这一点，他表示无意调整美联储每月1200亿美元的债券购买计划。\n对冲基金高级投资组合经理Rish Bhandari表示：“市场可能会迫使他们改变其行为，但目前美联储决策者明确表示，他们不希望直接参与对收益率曲线产生影响的行为。”\nPGIM固定收益部高级投资组合经理Mike Collins警告说，美国国债收益率的再次大幅上升可能会考验他们的立场。\n他说：“金融状况确实仍然很宽松，但是如果利率再上升0.5至1个百分点，那的确会放慢脚步。”股票和信贷市场的反弹可能也足够严重，以至于促使美联储进行口头干预，甚至转向购买更多长期债务的措施。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"NQmain":0.9,".DJI":0.9,"SHY":0.9,"TQQQ":0.9,"ESmain":0.9,"BND":0.9,"ZFmain":0.9,"IEI":0.9,"UBmain":0.9,"IVV":0.9,"SQQQ":0.9,".SPX":0.9,"TNmain":0.9,"DXD":0.9,"PSQ":0.9,"ZBmain":0.9,"SPXU":0.9,"OEF":0.9,"ZTmain":0.9,"UPRO":0.9,"QQQ":0.9,"MNQmain":0.9,"QLD":0.9,"DDM":0.9,"SH":0.9,"SDS":0.9,".IXIC":0.9,"GOVT":0.9,"TLT":0.9,"QID":0.9,"SPY":0.9,"SSO":0.9,"OEX":0.9,"DOG":0.9,"UDOW":0.9,"DJX":0.9,"IEF":0.9,"SDOW":0.9}},"isVote":1,"tweetType":1,"viewCount":2403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350718473,"gmtCreate":1616289047992,"gmtModify":1704792611425,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350718473","repostId":"2121456431","repostType":4,"repost":{"id":"2121456431","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1616287967,"share":"https://ttm.financial/m/news/2121456431?lang=en_US&edition=fundamental","pubTime":"2021-03-21 08:52","market":"us","language":"zh","title":"Soared 19 times in 6 months! This chip stock is completely on fire, what is the origin?","url":"https://stock-news.laohu8.com/highlight/detail?id=2121456431","media":"券商中国","summary":"据悉，阿瓦隆A1246矿机算力为90T，是效率最高的矿机之一。此次交易金额达271.3万美元。矿机将分3次交付，预计3月交付300台，5月交付50台，8月交付250台。不过，有说法称，该“矿场”，是俄军和私人投资者分成的。挖矿行业每年新增收入或达1000亿各种矿场的建立，显著的拉动了对矿机的需求，作为矿机生产商的嘉楠科技备受基金经理宠幸。比特币挖矿行业的年新增收入或超过100","content":"<p>Since the emergence of mining machine chip stocks, fund managers have many more reasons to buy Bitcoin. Affected by the continuous rise in Bitcoin prices, Chinese concept stocks, which are mainly engaged in the mining machine chip business, have become the darling in the eyes of fund managers.</p><p><b>As of the close on March 20, Beijing time, Chinese concept stocks listed in the United States<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>The stock price fell 4.5%. As of March 20, Canaan Technology's stock price has increased by more than 5 times this year, and 15 times in the last six months. During this period, the highest stock price has increased by 19 times. After a week of continuous corrections, as of March 20, the current market value has fallen back to 28.4 billion yuan.</b></p><p><a href=\"https://laohu8.com/S/06178\">Everbright Securities</a>Said that the mining industry is expected to add 18 billion US dollars in revenue every year. Canaan Technology is currently<a href=\"https://laohu8.com/S/00981\">SMIC</a>The main customers of N+1 advanced manufacturing process have cooperated in the production of new mining machines (90TH/s), and have achieved batch spot shipments. The annual output is expected to exceed 400,000 units.</p><p><b>Bitcoin prices are far away from mining costs, and demand for mining machines is hot</b></p><p>If fund managers directly buy Bitcoin, it may make prudent traditional investors feel ridiculous, but it seems much more logical to share Bitcoin's market by buying \"AI chip company stocks\".</p><p>As of the close on March 20, Beijing time, Canaan Technology, a Chinese concept stock listed in the United States, fell 4.5%. After the stock hit a new high on March 12, it has been pulling back for a week. According to the data, the stock price of Canaan Technology has increased by more than 5 times this year. The stock price increase in the last six months has reached 15 times based on the closing price on March 20th. If calculated based on March 12th, it will reach a maximum of 19 times. The market value of Canaan Technology after the current decline is 28.4 billion yuan.</p><p>Headquartered in Beijing, Canaan Technology is a company engaged in independent AI chip research and development and providing high-performance computing services. To be more accurate, Canaan Technology is a mining machine research and development company in Bitcoin. About 90% of the company's revenue comes from mining machine chips and related businesses. Mining machines are the most basic link in Bitcoin's ecosystem.</p><p>The hot price of Bitcoin continues to rise, which has significantly driven the demand for mining.</p><p>\"The higher the price, the greater the benefits of mining. After the price in Bitcoin falls below US $5,000, the mining machines can't be sold, and even the cost of electricity is very difficult.\" An investor who owns a mine in Bitcoin in South China told a brokerage China reporter at an exchange meeting that the sales of mining machines in Bitcoin are directly affected by the price in Bitcoin. If the price in Bitcoin is too low, it will impact the cost of mining.</p><p>According to the market on March 18th, the latest price of Bitcoin remained around US $58,000, which is a very attractive price for mining investors, which means that the price of Bitcoin is much higher than the cost of mining.</p><p>The high price situation has stimulated the sales of Bitcoin mining machines.</p><p>On March 2 this year, cryptocurrency mining company IntegratedVenturesInc announced the purchase of 600 Avalon A1246 mining machines (Avalon 1246) produced by Canaan Technology. It is reported that the Avalon A1246 mining machine has a computing power of 90T and is one of the most efficient mining machines. The transaction amounted to US $2.713 million. The mining machines will be delivered in three installments, with 300 units expected to be delivered in March, 50 units in May, and 250 units in August.</p><p>On January 27 this year, when the Bitcoin price remained around US $35,000, Bitcoin's mining machines were already very easy to sell. According to the official public account of Canaan, on January 27 this year, Canaan Technology signed an order for 6,000 Avalon mining machines with the mining giant CoreScientific, and reached a cooperation intention with the start-up company DroneEnergy in the procurement of mining machines. Prior to this, Canaan Technology also signed a purchase order for 6,400 mining machines with HIVEBlockChain.</p><p><b>Bitcoin has helped mining machinery companies a lot by institutional sweeping goods</b></p><p>Institutional investors in traditional industries have entered the market to sweep Bitcoin, raising the price of Bitcoin and staying away from the cost of mining, which has helped mining machinery companies a lot.</p><p>On March 18, Hong Kong stock listed companies<a href=\"https://laohu8.com/S/01357\">Meitu Corporation</a>It was announced that the subsidiary MiracleVision further purchased in open market transactions on March 17, 2021 under the cryptocurrency investment plan: 16,000 units of Ethereum (purchased according to Ethereum), with a total consideration of approximately US $28.4 million; Bitcoin of approximately 386.09 units (purchased pursuant to Bitcoin) for a total consideration of approximately $21.6 million. As of the date of the announcement, Meitu has accumulated net purchases of cryptocurrency worth approximately US $90 million.</p><p>Previously, on March 5, Meitu announced that it would purchase 15,000 units of Ethereum and 379.12 units of Bitcoin in open market transactions, with total considerations of approximately US $22.1 million and US $17.9 million respectively.</p><p>Meitu said in the announcement that these purchases were made in accordance with a cryptocurrency investment plan previously approved by the company's board of directors, according to which the group plans to purchase cryptocurrencies with a net amount of no more than US $100 million, which is funded by the company's existing cash reserves. Subsequently, the company's board of directors will implement the cryptocurrency investment plan as appropriate according to the situation of the cryptocurrency market.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>A report by strategist Nikolaos Panigirtzoglou shows that so far, retail investors have bought more than 187,000 Bitcoin, while institutional investors have bought approximately 172,684 Bitcoin.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>A new investor report written by the wealth management department of the company on March 17 outlined cryptocurrencies as an emerging investable asset class. The report said: For speculative investments to rise to the level of investable asset classes and play a role in a diversified portfolio, transformative progress will be needed on both supply and demand sides.</p><p>The change in institutional attitude towards Bitcoin assets is unexpected. according to<a href=\"https://laohu8.com/S/CME\">Chicago Mercantile Exchange</a>According to the group's data, as of February 2021, the open position of Bitcoin futures has increased by at least 100% for eight consecutive months, and the capital involved in these contracts has increased exponentially at an annual rate of 145%, from US $156 million at the end of February 2020 to US $2.34 billion a year later. The increase is more than three times the 425% increase in prices in Bitcoin last year. This also further reflects the demand of institutional investors for this asset class, which has reached unprecedented levels.</p><p>Now that the price of Bitcoin has risen to more than $50,000, investors' interest in trading Bitcoin has greatly increased, which has also made it profitable for investors in mines digging Bitcoin. This means that every Bitcoin dug up can be supplied to investors in the secondary market at a price of more than 50,000 US dollars.</p><p>According to news on March 18, Pakistan's Khyber Pakhtunkhwa province plans to establish two pilot cryptocurrency mining farms powered by hydropower. Earlier, on January 13, the province announced the launch of two state-owned Bitcoin mines, saying that the legislative bill for this action had been passed in the provincial parliament.</p><p>Ten days ago, on March 8, the Russian Ministry of Defense's \"Red Star TV\" announced information about a large cryptocurrency mine under the \"supervision\" of the Russian army. The mine is located at a hydropower station near Irkutsk, Siberia. The mine has thousands of mining machines. The extremely cold geographical environment provides the mine with good heat dissipation conditions and low water and electricity costs. However, it is said that the \"mine\" was divided between the Russian army and private investors.</p><p><b>The mining industry's annual new revenue may reach 100 billion</b></p><p>The establishment of various mines has significantly boosted the demand for mining machines. As a manufacturer of mining machines, Canaan Technology is favored by fund managers.</p><p>According to the information disclosed by listed companies, as of the end of last year, nearly 20 funds held shares of Canaan Technology. Fund managers directly hold Bitcoin, which may make conservative investors feel ridiculous at the moment, but it seems logical to hold Canaan Technology's shares in the name of buying \"AI chip companies\" to share Bitcoin's market.</p><p>The investment of A-share listed companies in Canaan Technology may also be the same strategy, so as to avoid listed companies directly deploying Bitcoin and being questioned by regulatory agencies.</p><p>Brokerage China reporters noticed that,<a href=\"https://laohu8.com/S/600226\">* ST Hanye</a>Invested 200 million yuan to hold 99.50% of the shares of Shanghai Yongtang. Shanghai Yongtang indirectly invested in Hangzhou Jianan Yunzhi Information Technology Co., Ltd. through Guihu Fund, and the company's final holding ratio of this investment project was less than 1%. Based on the fact that * ST Hanye indirectly holds Canaan Technology, the stock price of this stock has been rising continuously this year. As of March 18, * ST Hanye's stock price has increased by nearly 75% this year, and its market value is also close to 9 billion.</p><p><a href=\"https://laohu8.com/S/601788\">Everbright Securities</a>It was pointed out in a report that Canaan Technology was the first to deploy in Bitcoin's mining industry, and its mining machinery production capacity will be the most sufficient in 2021. Canaan Technology is currently<a href=\"https://laohu8.com/S/688981\">SMIC</a>The main customers of N+1 advanced manufacturing process have cooperated in the production of new mining machines (90TH/s), and have achieved batch spot shipments. The annual output is expected to exceed 400,000 units.</p><p>Canaan Technology is currently the only manufacturer with a multi-fab strategy. Due to the use of N+1 process chips for mass production, it has largely buffered the occupation of wafer production capacity by GPU mining graphics cards and 5G mobile phones. In the report, Everbright Securities predicts that the market size of the mining machinery industry this year will be approximately 22.6 billion RMB, and it is expected that the shipment volume in the first half of the year will be 270,000 units (150,000 units in SMIC,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>120,000 units), and shipments in the second half of the year were 520,000 units (250,000 units from SMIC, 120,000 units from TSMC, and 150,000 units from others).</p><p>The annual new revenue of Bitcoin's mining industry may exceed 100 billion yuan. Everbright Securities pointed out that 2020-2024 is the fourth halving cycle of Bitcoin. The number of daily mining reward Bitcoin is 900, and the transaction fee is about 100, totaling about 1,000, at a price of 50,000 US dollars per piece. Calculated, the mining industry is expected to increase revenue by about 1000X50000X365 = 18 billion US dollars every year.</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>Soared 19 times in 6 months! This chip stock is completely on fire, what is the origin?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoared 19 times in 6 months! This chip stock is completely on fire, what is the origin?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2021-03-21 08:52</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Since the emergence of mining machine chip stocks, fund managers have many more reasons to buy Bitcoin. Affected by the continuous rise in Bitcoin prices, Chinese concept stocks, which are mainly engaged in the mining machine chip business, have become the darling in the eyes of fund managers.</p><p><b>As of the close on March 20, Beijing time, Chinese concept stocks listed in the United States<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>The stock price fell 4.5%. As of March 20, Canaan Technology's stock price has increased by more than 5 times this year, and 15 times in the last six months. During this period, the highest stock price has increased by 19 times. After a week of continuous corrections, as of March 20, the current market value has fallen back to 28.4 billion yuan.</b></p><p><a href=\"https://laohu8.com/S/06178\">Everbright Securities</a>Said that the mining industry is expected to add 18 billion US dollars in revenue every year. Canaan Technology is currently<a href=\"https://laohu8.com/S/00981\">SMIC</a>The main customers of N+1 advanced manufacturing process have cooperated in the production of new mining machines (90TH/s), and have achieved batch spot shipments. The annual output is expected to exceed 400,000 units.</p><p><b>Bitcoin prices are far away from mining costs, and demand for mining machines is hot</b></p><p>If fund managers directly buy Bitcoin, it may make prudent traditional investors feel ridiculous, but it seems much more logical to share Bitcoin's market by buying \"AI chip company stocks\".</p><p>As of the close on March 20, Beijing time, Canaan Technology, a Chinese concept stock listed in the United States, fell 4.5%. After the stock hit a new high on March 12, it has been pulling back for a week. According to the data, the stock price of Canaan Technology has increased by more than 5 times this year. The stock price increase in the last six months has reached 15 times based on the closing price on March 20th. If calculated based on March 12th, it will reach a maximum of 19 times. The market value of Canaan Technology after the current decline is 28.4 billion yuan.</p><p>Headquartered in Beijing, Canaan Technology is a company engaged in independent AI chip research and development and providing high-performance computing services. To be more accurate, Canaan Technology is a mining machine research and development company in Bitcoin. About 90% of the company's revenue comes from mining machine chips and related businesses. Mining machines are the most basic link in Bitcoin's ecosystem.</p><p>The hot price of Bitcoin continues to rise, which has significantly driven the demand for mining.</p><p>\"The higher the price, the greater the benefits of mining. After the price in Bitcoin falls below US $5,000, the mining machines can't be sold, and even the cost of electricity is very difficult.\" An investor who owns a mine in Bitcoin in South China told a brokerage China reporter at an exchange meeting that the sales of mining machines in Bitcoin are directly affected by the price in Bitcoin. If the price in Bitcoin is too low, it will impact the cost of mining.</p><p>According to the market on March 18th, the latest price of Bitcoin remained around US $58,000, which is a very attractive price for mining investors, which means that the price of Bitcoin is much higher than the cost of mining.</p><p>The high price situation has stimulated the sales of Bitcoin mining machines.</p><p>On March 2 this year, cryptocurrency mining company IntegratedVenturesInc announced the purchase of 600 Avalon A1246 mining machines (Avalon 1246) produced by Canaan Technology. It is reported that the Avalon A1246 mining machine has a computing power of 90T and is one of the most efficient mining machines. The transaction amounted to US $2.713 million. The mining machines will be delivered in three installments, with 300 units expected to be delivered in March, 50 units in May, and 250 units in August.</p><p>On January 27 this year, when the Bitcoin price remained around US $35,000, Bitcoin's mining machines were already very easy to sell. According to the official public account of Canaan, on January 27 this year, Canaan Technology signed an order for 6,000 Avalon mining machines with the mining giant CoreScientific, and reached a cooperation intention with the start-up company DroneEnergy in the procurement of mining machines. Prior to this, Canaan Technology also signed a purchase order for 6,400 mining machines with HIVEBlockChain.</p><p><b>Bitcoin has helped mining machinery companies a lot by institutional sweeping goods</b></p><p>Institutional investors in traditional industries have entered the market to sweep Bitcoin, raising the price of Bitcoin and staying away from the cost of mining, which has helped mining machinery companies a lot.</p><p>On March 18, Hong Kong stock listed companies<a href=\"https://laohu8.com/S/01357\">Meitu Corporation</a>It was announced that the subsidiary MiracleVision further purchased in open market transactions on March 17, 2021 under the cryptocurrency investment plan: 16,000 units of Ethereum (purchased according to Ethereum), with a total consideration of approximately US $28.4 million; Bitcoin of approximately 386.09 units (purchased pursuant to Bitcoin) for a total consideration of approximately $21.6 million. As of the date of the announcement, Meitu has accumulated net purchases of cryptocurrency worth approximately US $90 million.</p><p>Previously, on March 5, Meitu announced that it would purchase 15,000 units of Ethereum and 379.12 units of Bitcoin in open market transactions, with total considerations of approximately US $22.1 million and US $17.9 million respectively.</p><p>Meitu said in the announcement that these purchases were made in accordance with a cryptocurrency investment plan previously approved by the company's board of directors, according to which the group plans to purchase cryptocurrencies with a net amount of no more than US $100 million, which is funded by the company's existing cash reserves. Subsequently, the company's board of directors will implement the cryptocurrency investment plan as appropriate according to the situation of the cryptocurrency market.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>A report by strategist Nikolaos Panigirtzoglou shows that so far, retail investors have bought more than 187,000 Bitcoin, while institutional investors have bought approximately 172,684 Bitcoin.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>A new investor report written by the wealth management department of the company on March 17 outlined cryptocurrencies as an emerging investable asset class. The report said: For speculative investments to rise to the level of investable asset classes and play a role in a diversified portfolio, transformative progress will be needed on both supply and demand sides.</p><p>The change in institutional attitude towards Bitcoin assets is unexpected. according to<a href=\"https://laohu8.com/S/CME\">Chicago Mercantile Exchange</a>According to the group's data, as of February 2021, the open position of Bitcoin futures has increased by at least 100% for eight consecutive months, and the capital involved in these contracts has increased exponentially at an annual rate of 145%, from US $156 million at the end of February 2020 to US $2.34 billion a year later. The increase is more than three times the 425% increase in prices in Bitcoin last year. This also further reflects the demand of institutional investors for this asset class, which has reached unprecedented levels.</p><p>Now that the price of Bitcoin has risen to more than $50,000, investors' interest in trading Bitcoin has greatly increased, which has also made it profitable for investors in mines digging Bitcoin. This means that every Bitcoin dug up can be supplied to investors in the secondary market at a price of more than 50,000 US dollars.</p><p>According to news on March 18, Pakistan's Khyber Pakhtunkhwa province plans to establish two pilot cryptocurrency mining farms powered by hydropower. Earlier, on January 13, the province announced the launch of two state-owned Bitcoin mines, saying that the legislative bill for this action had been passed in the provincial parliament.</p><p>Ten days ago, on March 8, the Russian Ministry of Defense's \"Red Star TV\" announced information about a large cryptocurrency mine under the \"supervision\" of the Russian army. The mine is located at a hydropower station near Irkutsk, Siberia. The mine has thousands of mining machines. The extremely cold geographical environment provides the mine with good heat dissipation conditions and low water and electricity costs. However, it is said that the \"mine\" was divided between the Russian army and private investors.</p><p><b>The mining industry's annual new revenue may reach 100 billion</b></p><p>The establishment of various mines has significantly boosted the demand for mining machines. As a manufacturer of mining machines, Canaan Technology is favored by fund managers.</p><p>According to the information disclosed by listed companies, as of the end of last year, nearly 20 funds held shares of Canaan Technology. Fund managers directly hold Bitcoin, which may make conservative investors feel ridiculous at the moment, but it seems logical to hold Canaan Technology's shares in the name of buying \"AI chip companies\" to share Bitcoin's market.</p><p>The investment of A-share listed companies in Canaan Technology may also be the same strategy, so as to avoid listed companies directly deploying Bitcoin and being questioned by regulatory agencies.</p><p>Brokerage China reporters noticed that,<a href=\"https://laohu8.com/S/600226\">* ST Hanye</a>Invested 200 million yuan to hold 99.50% of the shares of Shanghai Yongtang. Shanghai Yongtang indirectly invested in Hangzhou Jianan Yunzhi Information Technology Co., Ltd. through Guihu Fund, and the company's final holding ratio of this investment project was less than 1%. Based on the fact that * ST Hanye indirectly holds Canaan Technology, the stock price of this stock has been rising continuously this year. As of March 18, * ST Hanye's stock price has increased by nearly 75% this year, and its market value is also close to 9 billion.</p><p><a href=\"https://laohu8.com/S/601788\">Everbright Securities</a>It was pointed out in a report that Canaan Technology was the first to deploy in Bitcoin's mining industry, and its mining machinery production capacity will be the most sufficient in 2021. Canaan Technology is currently<a href=\"https://laohu8.com/S/688981\">SMIC</a>The main customers of N+1 advanced manufacturing process have cooperated in the production of new mining machines (90TH/s), and have achieved batch spot shipments. The annual output is expected to exceed 400,000 units.</p><p>Canaan Technology is currently the only manufacturer with a multi-fab strategy. Due to the use of N+1 process chips for mass production, it has largely buffered the occupation of wafer production capacity by GPU mining graphics cards and 5G mobile phones. In the report, Everbright Securities predicts that the market size of the mining machinery industry this year will be approximately 22.6 billion RMB, and it is expected that the shipment volume in the first half of the year will be 270,000 units (150,000 units in SMIC,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>120,000 units), and shipments in the second half of the year were 520,000 units (250,000 units from SMIC, 120,000 units from TSMC, and 150,000 units from others).</p><p>The annual new revenue of Bitcoin's mining industry may exceed 100 billion yuan. Everbright Securities pointed out that 2020-2024 is the fourth halving cycle of Bitcoin. The number of daily mining reward Bitcoin is 900, and the transaction fee is about 100, totaling about 1,000, at a price of 50,000 US dollars per piece. Calculated, the mining industry is expected to increase revenue by about 1000X50000X365 = 18 billion US dollars every year.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2182a8a021a8689200e0ade3f44083dc","relate_stocks":{"159813":"芯片","CAN":"嘉楠科技"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2121456431","content_text":"自从有了矿机芯片股票，基金经理买比特币的理由，多了很多。受比特币价格连续走高的影响，主营矿机芯片业务的中概股成为基金经理眼中的宠儿。截至北京时间3月20日收盘，在美上市的中概股嘉楠科技股价大跌4.5%。截至3月20日，嘉楠科技今年以来的股价涨幅超过5倍，最近6个月涨幅15倍，期间最高股价涨幅达到19倍，在连续回调一周后，截止3月20日，当前市值回落至284亿人民币。光大证券表示，挖矿行业每年有望新增收入180亿美金，嘉楠科技目前是中芯国际N+1先进制程的主要客户，合作进行新型矿机（90TH/s）的生产，并已实现批量现货出货，预计全年产量超过40万台。比特币价格远离挖矿成本，矿机需求火爆如果基金经理直接购买比特币，可能令稳健的传统投资者感到荒唐，但通过以购买“AI芯片公司股票”分享比特币的行情，看起来顺理成章的多。截至北京时间3月20收盘，在美上市的中概股嘉楠科技大跌4.5%，该股再去3月12日创出新高后，已连续回调一周。数据显示，嘉楠科技今年以来的股价涨幅超过5倍，最近6个月的股价涨幅按3月20日收盘计算达15倍，若按照3月12日计算，最高达到19倍，嘉楠科技截止目前回落后的市值为284亿人民币。嘉楠科技总部位于北京，是一家从事自主AI芯片研发、提供高性能计算服务的公司。更准确的说法，嘉楠科技是一家比特币矿机研发公司，该公司约90%的收入来自矿机芯片及其相关业务，矿机是比特币生态中最基础的一大环节。比特币价格持续走高的火爆行情，显著带动了挖矿的需求。“价格越高，挖矿的利益越大，比特币价格跌破5000美元后，矿机就卖不动了，连用电的成本都很为难。”华南地区的一位拥有比特币矿场的投资者在一次交流会上对券商中国记者表示，比特币矿机销售直接受比特币价格的影响，比特币价格如果太低，就会冲击挖矿的成本。按照3月18日的行情，比特币最新价格维持在58000美元附近，对挖矿的投资者而言，这是一个极具吸引力的价格，意味着比特币的价格远远高于挖矿的成本。价格高高在上的状况，刺激了比特币矿机的销售。今年3月2日，加密货币挖矿公司IntegratedVenturesInc宣布购买600台嘉楠科技生产的阿瓦隆A1246矿机(Avalon1246)。据悉，阿瓦隆A1246矿机算力为90T，是效率最高的矿机之一。此次交易金额达271.3万美元。矿机将分3次交付，预计3月交付300台，5月交付50台，8月交付250台。今年1月27日，也就是比特币价格维持在35000美元附近时，比特币的矿机就已经非常好卖了。据嘉楠耘智官方公众号消息，今年1月27日，嘉楠科技与矿业巨头CoreScientific签署6000台阿瓦隆矿机订单，并与初创公司DroneEnergy达成了矿机采购合作意向。在此之前，嘉楠科技还与HIVEBlockChain签署了6400台的矿机采购订单。机构扫货比特币帮了矿机公司大忙传统行业的机构投资者入场扫货比特币，拉高比特币的价格，远离挖矿的成本，帮了矿机公司的大忙。3月18日，港股上市公司美图公司发布公告，子公司MiracleVision于2021年3月17日根据加密货币投资计划在公开市场交易中进一步购买了：1.6万单位的以太币（根据以太币购买），总对价约为2840万美元；约386.09单位的比特币（根据比特币购买），总对价约为2160万美元。截至公告日期，美图已累计净购买了价值约9000万美元的加密货币。此前3月5日，美图公司公告，将在公开市场交易中购买1.5万单位的以太币和379.12单位的比特币，总对价分别约为2210万美元和1790万美元。美图在公告中表示，这些购买是根据该公司董事会先前批准的一项加密货币投资计划进行的，据此该集团计划，可以购买净额不超过1亿美元的加密货币，其资金来源为该公司现有的现金储备。后续该公司董事会根据密货市场情况，酌情执行加密货币投资计划。摩根大通策略师NikolaosPanigirtzoglou的一份报告显示，截至目前，散户投资者已经购买了超过187000枚比特币，而机构投资者大约购买了172684枚比特币。摩根士丹利的财富管理部门则在3月17日撰写的一份新的投资者报告，概述了加密货币作为新兴的可投资资产类别的情况。报告中称：要使投机性投资上升到可投资资产类别的水平，并在多元化的投资组合中发挥作用，就需要在供需双方都取得变革性进展。机构对比特币资产的态度变化是令人始料不及的。根据芝加哥商品交易所集团的数据，截至2021年2月，比特币期货未平仓头寸连续8个月至少增长了100%，这些合约所涉及的资本以145%的年率指数增长，从2020年2月底的1.56亿美元增长到一年后的23.4亿美元。这种涨幅是比特币价格去年425%涨幅的三倍多。这也进一步反映了机构投资者对这一资产类别的需求，已经达到了前所未有的水平。既然比特币价格上涨到5万美元以上后，投资者对交易比特币的兴趣大增，也使得挖掘比特币的矿场投资者变得有利可图。这意味着每挖出一枚比特币，便可以以5万美元以上的价格，在二级市场供应给投资者。3月18日消息，巴基斯坦开伯尔－普赫图赫瓦省计划建立两个由水力发电支持的加密货币矿场试点。此前1月13日，该省曾宣布启动两个国有比特币矿场，并称持该行动的立法法案已在该省议会中获得通过。而在十天前的3月8日，俄国防部《红星电视台》公布了一个在俄军“监督”下的大型加密货币矿场的信息。该矿场位于西伯利亚伊尔库茨克附近的一个水电站，该矿场拥有成千上万矿机。极寒的地理环境给矿场提供了良好的散热条件，以及低廉的水电费用。不过，有说法称，该“矿场”，是俄军和私人投资者分成的。挖矿行业每年新增收入或达1000亿各种矿场的建立，显著的拉动了对矿机的需求，作为矿机生产商的嘉楠科技备受基金经理宠幸。根据上市公司披露的信息，截至去年底的数据，约有接近20家基金持有嘉楠科技的股票。基金经理直接持有比特币，在当下可能令保守型的投资者感到荒唐，但通过购买“AI芯片公司”的名义持有嘉楠科技的股票，从而分享比特币的行情，看起来顺理成章的多。A股上市公司对嘉楠科技的投资，可能也是如此策略，以避免上市公司直接布局比特币，遭到监管机构的问询。券商中国记者注意到，*ST瀚叶出资20000万元持有上海雍棠99.50%的股份，上海雍棠通过趵虎基金间接投资了杭州嘉楠耘智信息科技有限公司，该公司对该投资项目的最终持有比例低于1%。基于*ST瀚叶间接持有嘉楠科技的事实，该股股价今年以来连续走高，截至3月18日，*ST瀚叶今年以来的股价涨幅接近75%，市值也接近90亿。光大证券在一份报告中指出，嘉楠科技最早布局比特币矿业，2021年矿机产能最为充足。嘉楠科技目前是中芯国际N+1先进制程的主要客户，合作进行新型矿机（90TH/s）的生产，并已实现批量现货出货，预计全年产量超过40万台。嘉楠科技则是目前唯一多晶圆厂策略的厂商。由于采用N+1制程芯片进行量产，在很大程度上缓冲了GPU挖矿显卡和5G手机对晶圆产能的占用。在报告中，光大证券预计今年矿机行业市场规模约为226亿元RMB，预计上半年出货量27万台（中芯国际15万台、台积电12万台），下半年出货量52万台（中芯国际25万台、台积电12万台、其它15万台）。比特币挖矿行业的年新增收入或超过1000亿元人民币。光大证券指出，2020-2024年为比特币的第四个减半周期，每日挖矿奖励比特币数量为900枚，交易手续费用约100枚，合计约1000枚，以5万美金/枚价格计算，挖矿行业每年有望新增收入约1000X50000X365=180亿美金。","news_type":1,"symbols_score_info":{"159813":0.9,"CAN":0.9}},"isVote":1,"tweetType":1,"viewCount":2409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350694092,"gmtCreate":1616198873116,"gmtModify":1704792061016,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350694092","repostId":"1179982677","repostType":4,"repost":{"id":"1179982677","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616162111,"share":"https://ttm.financial/m/news/1179982677?lang=en_US&edition=fundamental","pubTime":"2021-03-19 21:55","market":"us","language":"zh","title":"Dow losses extend to 1%, financial sector drags down index","url":"https://stock-news.laohu8.com/highlight/detail?id=1179982677","media":"老虎资讯综合","summary":"3月19日，道指跌幅扩大至1%，金融板块拖累指数下行，耐克跌近4%领跌成分股。","content":"<p>On March 19, the Dow Jones Industrial Average's decline expanded to 1%, and the financial sector dragged down the index.<a href=\"https://laohu8.com/S/NKE\">Nike</a>It fell nearly 4% and led the decline in constituent stocks.</p><p><img src=\"https://static.tigerbbs.com/31ea201ad00386f0697a3586205daa51\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>Dow losses extend to 1%, financial sector drags down index</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{ 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#eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow losses extend to 1%, financial sector drags down index\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-19 21:55</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On March 19, the Dow Jones Industrial Average's decline expanded to 1%, and the financial sector dragged down the index.<a href=\"https://laohu8.com/S/NKE\">Nike</a>It fell nearly 4% and led the decline in constituent stocks.</p><p><img src=\"https://static.tigerbbs.com/31ea201ad00386f0697a3586205daa51\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179982677","content_text":"3月19日，道指跌幅扩大至1%，金融板块拖累指数下行，耐克跌近4%领跌成分股。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327598577,"gmtCreate":1616107710699,"gmtModify":1704790975314,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327598577","repostId":"1175135367","repostType":4,"repost":{"id":"1175135367","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616084705,"share":"https://ttm.financial/m/news/1175135367?lang=en_US&edition=fundamental","pubTime":"2021-03-19 00:25","market":"us","language":"zh","title":"IoT cloud platform Tuya Smart landed on the New York Stock Exchange, and its first listing opened more than 28% higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1175135367","media":"老虎资讯综合","summary":"3月18日，IoT云平台涂鸦智能正式在纽交所挂牌上市，开盘涨超28%，报27美元，市值151.1亿美元。老虎证券为本次涂鸦智能承销团队中唯一的互联网投行，贡献共计18.5亿美元订单，认购客户近5.8万","content":"<p>On March 18, the IoT cloud platform Tuya Smart was officially listed on the New York Stock Exchange. It opened up more than 28% to US $27, with a market value of US $15.11 billion. Tiger Securities is the only Internet investment bank in the Tuya Smart underwriting team, contributing a total of US $1.85 billion in orders and subscribing for nearly 58,000 customers, highlighting its strong order subscription strength. From the perspective of order ratio, the proportion of retail orders is still outstanding, showing the high attention and acceptance of Tiger platform users to new economy enterprises.</p><p><img src=\"https://static.tigerbbs.com/1a278534bdfeba8a543409acadb2ec91\" tg-width=\"1080\" tg-height=\"2249\"></p><p><img src=\"https://static.tigerbbs.com/1ac508d9d4a0611a79fca73710fa19a1\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"></p><p>TUYA Smart IPO price is set at $21, above the guidance range ($17-20), under the symbol \"TUYA\". In this IPO, Tuya Smart will sell 43.59 million ADS (American Depositary Shares) and is expected to raise US $915 million.</p><p><b>Tuya Smart, breaking out of the siege of giants?</b></p><p>Internet giants such as Alibaba, JD.COM, and Baidu have successively returned to Hong Kong for secondary listings. When many technology companies have landed on the Science and Technology Innovation Edition and the Growth Enterprise Market in China, Chinese-funded enterprises have once again ushered in a boom in listing in the United States.</p><p>According to incomplete statistics, in the first two months of 2021, there are 13 domestic listed companies in the United States, including Ronglianyun and Wuxing Technology.</p><p>As a unicorn company favored by many capitals in the hot Internet of Things track, Tuya Smart also went public in the United States today.</p><p>The bell rings on the New York Stock Exchange, and the myth of making wealth continues...</p><p>At this time, many people also want to see whether a \"new giant\" can emerge from the trillion-dollar Internet of Things track?</p><p><b>1、</b><b><b>Graffiti Smart Bar Mitzvah</b></b></p><p>On the evening of March 18, Tuya Smart executives, investors, partners, and even the mayor of Hangzhou personally rushed to the Huanglong Hotel in Hangzhou to witness the bell ringing ceremony of Tuya Smart's listing in the United States.</p><p><img src=\"https://static.tigerbbs.com/b5ed48ea6a3e3cf8f3367f617e10ec4c\" tg-width=\"740\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p>Before ringing the bell, Chen Liaohan, founder and president of Tuya Smart, and Liu Yao, senior vice president and CFO of Tuya Smart, accepted interviews with the media, revealing Tuya Smart's thoughts and plans in this listing process.</p><p>Ask:<b>The return of Chinese concept stocks is the current trend. Why did Tuya choose to list in the United States?</b></p><p>Liu Yao: Our choice of US stocks is mainly due to two considerations:</p><p><ul><li>First, Tuya is a global enterprise, and the customers we support are brands, factories, channel providers and operators all over the world. The customer base is taken into account when listed on the US stock market;</p><p></li><li>Second, we are a cloud vendor. There are a large number of mature investors in the US stock market who focus on investing in technology cloud companies. They have a deep understanding of cloud companies.</p><p></li></ul>Ask:<b>What concept is used when introducing graffiti to US stock investors?</b></p><p>Liu Yao: Investors think that Tuya is an infrastructure cloud company, and we provide basic services such as water and electricity for the entire IoT industry.</p><p>Ask:<b>The prospectus shows that we have been in a state of loss in the past two years. What improvement measures will we have in the future?</b></p><p>Liu Yao: Historically, it is quite common for technology companies to lose money before or early listing, because we need to invest a lot of research and development to develop truly high-value products, especially when we enter this field, it is brand-new, so it takes a long time to explore the precipitation of products, but our losses are actually narrowing rapidly.</p><p>After listing, we will continue to invest heavily in research and development, make good products, and provide customers with the best service. At the same time, we will control our cash flow more disciplined. So I think the loss is likely to continue, but it will slowly narrow.</p><p>Ask:<b>Graffiti currently has a lot of revenue from overseas, and how does it plan to develop its business in China in the future?</b></p><p>Chen Liaohan: In the early days, especially from 2015 to 2016, we found that intelligence began to penetrate overseas on a large scale, so in fact, our market at that time focused overseas, starting from North America, and then going to Europe, Southeast Asia, Australia and Japan. Such a development track.</p><p>Since 2017, we have discovered that China's IoT market has risen, so we have set up a team to operate our entire Chinese market.</p><p>We see that in fact, the Chinese market is a market with great potential, so although our overseas investment accounts for a higher proportion today, we find that the development potential of the Chinese market is very great, and we will also provide intelligent service capabilities for Chinese manufacturing brands. We will spend a lot of resources to deeply cultivate the Chinese market.</p><p>Ask:<b>What is the significance of intelligence at the current stage to the manufacturing industry?</b></p><p>Chen Liaohan: Take the lighting industry as an example. The current price of an ordinary ball cannon lamp is 0.4 US dollars. Once it is intelligent, its price will quickly increase to more than two US dollars. Therefore, in fact, the output value of intelligence has increased by more than 10 times, which is the charm that intelligence brings to this industry.</p><p><b>2、</b><b><b>Ali Yuanyuan: Being acquired and starting a business again</b></b></p><p>Speaking of Tuya Smart, I have to mention Ali, an Internet giant headquartered in Hangzhou.</p><p>In 2009, Alibaba's organizational structure was adjusted and Alibaba Cloud was established. Jack Ma said at that time that \"Alibaba Cloud will be Alibaba's next decade\", and transferred Dr. Wang Jian, then CTO of Alibaba, to personally lead the team. At that time, Alibaba Cloud also welcomed the first general manager, the name of Yuling.</p><p>Yu Ling's real name is Wang Xueji, and it is rumored that he is a teenager who is a schoolmaster. Before entering Ali, he founded PHPWind Forum in 2003 with his classmates and friends in college.</p><p>PHPWind is a community open source system, whose main business is to help moderators and webmasters set up their own forums. At that time, there was another mainstream community open source system in China, Discuz. These two systems witnessed the rise and awakening of the domestic Internet, and also built the interesting BBS era.</p><p>In the forum war at that time, Tencent acquired Discuz in 2010 and opened up with a QQ account. A QQ account can log in to major forums, and a large number of QQ troops poured into major forums for a time; Alibaba acquired PHPWind in 2008 two years earlier than Tencent. Wang Xueji and his team entered Alibaba together, and became Alibaba Cloud's first business team with PHPWind the following year.</p><p>On September 19, 2014, Ali was listed on the New York Stock Exchange; This year, the users of Alibaba Cloud services have covered 200 countries around the world; It was also in this year that Wang Xueji went out of Ali to start a business again and established Tuya Smart.</p><p><img src=\"https://static.tigerbbs.com/4d32c71c334938c21381fd7521ecfbda\" tg-width=\"645\" tg-height=\"302\" referrerpolicy=\"no-referrer\"></p><p>At that time, Chen Liaohan, Lin Yaona, Zhou Ruixin and other original crew members who joined Ali from PHPWind also ran away to start a business together.</p><p><b>3、</b><b><b>Graffiti Past: It took a year and a half to have the first customer</b></b></p><p>In 2014, the concept of the Internet of Things was still on the eve of turmoil in China, but it has taken shape and become popular abroad.</p><p>Because of this,<b>At the beginning of its establishment, Tuya Smart focused its business overseas.</b></p><p>In this regard, Chen Liaohan also introduced in detail the founding team's understanding of the IoT market at the beginning of the business:</p><p>In 2015, consumers' awareness and acceptance of smart products in overseas markets, especially in North America, were actually higher than those in China. Wherever the customer is, we will do it.</p><p>In 2014, smart speaker products such as Amazon's Alexa and Google's Google Home have appeared in North America. Such products have promoted consumers' enthusiasm for purchasing smart devices, because after purchasing voice speakers, users hope to have a large number of devices at home. Devices can be connected to voice speakers for better interaction and experience. This is also an opportunity for Tuya to see. Tuya plays a role in helping overseas brands connect to voice speakers of different brands, which is why Tuya has developed rapidly overseas in recent years.</p><p>At that time, what kind of product did Tuya Smart want to make?</p><p><b>At first, we just wanted to try to create some innovative products with intelligent technology. This product may be the third device besides computers and mobile phones, or it may be a platform.</b>This is Wang Xueji's original idea of founding Tuya Intelligence.</p><p>The intelligent technologies mentioned here are actually technologies that teams such as cloud computing, big data, and Internet of Things have accumulated for a long time. Through these technologies, Tuya Smart tested the waters in 2015 and made its first product, Airtake.</p><p>Airtake is not a piece of hardware, but a camera App that integrates cloud services. This product is mainly designed to solve the problem of cloud storage of mobile phones and cameras at that time. Tuya Smart then launched an SD card with WiFi function. With the application of Airtake, photos taken by traditional cameras or mobile phones are automatically uploaded to the cloud photo album, and only compressed pictures are retained locally (occupying 1/6 of the original space).</p><p><img src=\"https://static.tigerbbs.com/5cff693416a4d203aa1bbabf17865ddf\" tg-width=\"740\" tg-height=\"263\" referrerpolicy=\"no-referrer\"></p><p>Airtake is an early software that uses cloud technology to solve daily practical problems. Although it failed to become the third-ranked device in the hands of users after computers and mobile phones in the end, it clearly shows that<b>The basic business model of Tuya Intelligence-hardware + software + cloud services.</b></p><p>In Tuya Smart's business model, hardware refers to networking modules (also known as IoT modules, cloud modules). Currently, there are multiple types of module solutions including Wi-Fi modules, Bluetooth modules, Zigbee modules, etc. These modules are embedded into devices to achieve device networking and secondary development. Software and cloud services refer to PaaS and SaaS services provided based on the IoT cloud platform.</p><p>It can also be seen from the prospectus of Tuya Smart's listing in the United States that Tuya Smart's main business currently includes four parts:</p><p><ul><li><b>IoT PaaS.</b>Provide solutions based on cloud, Internet of Things, edge computing and other technologies, which are embodied in hardware products, which are networking modules. By embedding networking modules, devices are networked, and then the networked devices are connected to Tuya Smart's IoT cloud platform, ultimately realizing the conversion from traditional products to IoT products with edge computing, storage, and networking capabilities and intelligent management of devices.</p><p></li><li><b>IoT SaaS.</b>Provide industry SaaS for vertical industries such as hotels and real estate. Enterprises can use these SaaS solutions to realize the management and operation and maintenance of smart devices.</p><p></li><li><b>Smart Device Distribution.</b>Provide brand manufacturers and system integrators with smart devices from OEM partners who have deployed Tuya Smart IoT PaaS.</p><p></li><li><b>Other value-added cloud services.</b>Provide value-added services such as artificial intelligence virtual assistants and big data analysis for enterprise customers, and provide data storage, message push, content services, etc. for Tuya Smart device users.</p><p></li></ul>Among them, IoT PaaS is the core business of Tuya Smart. Most of Tuya Smart's current revenue comes from IoT PaaS (Note: the revenue in 2019 and 2020 accounted for 72.2% and 84.3% respectively). As of December 31, 2020, Tuya Smart had 3,296 IoT PaaS customers, and revenue from 188 major customers accounted for 87% of IoT PaaS revenue.</p><p>In 2019, Tuya Smart's revenue reached US $106 million.</p><p>In five years, Tuya Smart has increased its revenue from 0 to US $100 million, a considerable growth rate.</p><p>However, the matter of embedding networking modules for devices and enabling devices to surf the Internet is complicated and not as simple as imagined.</p><p>Just as Tuya Smart pulled a team to start a business, Xiaomi, as far away as Beijing, also launched an Internet of Things project. Gao Ziguang, who was the person in charge of Xiaomi's IoT project at that time, discovered during communication with home appliance manufacturers:</p><p>Most large companies want to develop their own modules instead of adopting other people's standards (modules). After the Xiaomi team spent nearly a year discussing cooperation matters with major appliance manufacturers to no avail, they finally had to apply their IoT modules to Xiaomi's ecological chain enterprise products. Zhimi's air purifier became Xiaomi's first IoT product.</p><p>Tuya Smart, which wants to do IoT to B business, also faces this problem.</p><p>As a start-up company, even if the team has a big factory background, it will inevitably hit a wall to develop To B business from 0.</p><p>Wang Xueji previously said in an interview with Wenzhou Business Daily, \"<b>It took us a year and a half to get the first 100 clients to know \"TUYA\" before the first client chose us.</b>”</p><p>In this regard, Chen Liaohan is also quite touched:</p><p>It took a year and a half to have the first customer, and we would also question ourselves at that time: did we choose the wrong direction, did we enter the track early... There would be a lot of thinking, but in the end we persisted.<b>4、</b><b><b>Financial owners & fans: Who is doodling in heavy warehouses?</b></b></p><p>In 2020, Tuya Smart's revenue increased by 70% to US $180 million.</p><p>However,<b>Under such beautiful performance, what is hidden is the revenue difficulty of this industry.</b></p><p>According to the data in Tuya Smart's prospectus, it incurred net losses of US $70.5 million and US $66.9 million in 2019 and 2020, respectively. As of December 31, 2020, Tuya Smart had a cumulative loss of US $192.5 million.</p><p><img src=\"https://static.tigerbbs.com/d41d65d6a764b1607ffa2053461a6c8a\" tg-width=\"740\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p><p>In this regard,<b>The solution mentioned by Tuya Smart in the prospectus is: strengthen platform construction and increase investment in the marketing team</b>。</p><p>In today's entrepreneurial environment, most start-up companies do not rely on the two-way flow of revenue and investment to develop the market, but need to leverage the power of capital. The promising Tuya Smart naturally has no shortage of financial owners and noble people.</p><p>Wu Yongming is the first noble person of Tuya Intelligence.</p><p>At the beginning of Ali's establishment, there were 18 founders. These 18 founders pooled 500,000 yuan as start-up capital and each took part of the shares, creating Alibaba, which is now in the limelight. At the beginning of the business, the 18 people were both founders and early partners of Ali. Later, the outside world also gave them a martial arts title-Ali's Eighteen Arhats.</p><p>Wu Yongming is one of these 18 people. He has served as the head of the group's search business, advertising business and wireless business in Ali. When Wang Xueji left Ali and started another business, as Wang Xueji's immediate boss at that time, Wu Yongming became an angel investor of Tuya Smart out of his own pocket.</p><p>In addition to Wu Yongming, the angel investors of Tuya Smart include Li Zhiguo, the 46th employee of Ali, and Bat Capital, which was also founded by Qu Tian, a former employee of Ali. For this reason, Tuya Smart was once considered an Ali-based enterprise.</p><p>With such a founding team, such angel investment, and the choice of a recognized potential track, Tuya Smart has been destined to attract much attention since its establishment.</p><p>In the following years, Tuya Smart received multiple rounds of huge financing, which can be said to be a \"rich\" enterprise. According to public information, Tuya Smart received three rounds of financing of US $10 million, RMB 100 million, and US $200 million in September 2015, October 2017, and July 2018 respectively. The investors include NEA Enyi Investment, Oriental Fuhai, Linear Capital, Broadband Capital, Quadrille Capital, Future Fund, C.M. Capital and other well-known investment institutions at home and abroad.</p><p>In addition, in the prospectus submitted to the U.S. Securities and Exchange Commission (SEC) when preparing for listing, Tuya Smart disclosed more information about the capital, including:</p><p><b>Tencent holds 10.8% of the shares and is the second largest institutional investor after Enyi Investment;</b>Still losing money is the current situation of Tuya Smart, but IoT is still a track that continues to grow, a track with great potential, and a track with infinite possibilities.</p><p>This makes Tuya Smart, which was listed in the United States as the \"first IoT cloud stock\", become a unicorn company with a valuation of tens of billions of dollars when the market rose and surrounded by capital.</p><p><b>5、</b><b><b>Revaluating \"IoT Cloud\"</b></b></p><p>On the evening of February 2, 2021, Alibaba released its 2020 Q4 financial report. The financial report showed that in the fourth quarter of 2020, Alibaba Cloud's single-quarter revenue was 11.615 billion yuan, and its adjusted EBITA achieved a profit of 24 million yuan.</p><p>This is the first time that Alibaba Cloud has achieved a single-quarter profit since its establishment twelve years ago.</p><p>However, considering the scale advantage of Alibaba Cloud and the living environment of domestic cloud vendors, the competition in the domestic cloud market is still very fierce.</p><p>Founder Luo Zhenyu once told such a story at an event:</p><p>All the data obtained from the APP is placed on the cloud. The cloud provider chooses Alibaba Cloud, the largest cloud provider in China, and the annual service fee paid to Alibaba Cloud is as high as tens of millions.<img src=\"https://static.tigerbbs.com/590da46a087ceed178517103fe6d74b2\" tg-width=\"740\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p><p>At the same time, Luo Zhenyu also received \"more than 100,000 coupons\" from other small and medium-sized cloud service vendors in his mailbox...</p><p>Even if the competition is so fierce, it still does not delay capital's optimism about cloud service vendors other than giants.</p><p>On January 20, 2020, UCloud landed on the Science and Technology Innovation Edition as the first cloud computing stock in China, and its market value exceeded 30 billion yuan on the first day;</p><p>On May 8, 2020, Kingsoft Cloud, as Lei Jun's fourth listed company, was listed in the United States, and its market value exceeded US $4.7 billion on the first day;</p><p>On March 16, 2021, Qingyun was listed on the Science and Technology Innovation Board as the first hybrid cloud stock, and its market value exceeded 4 billion yuan on the first day;</p><p>On March 18, 2021, Tuya Smart was listed on the New York Stock Exchange as the first IoT cloud stock.</p><p>From the perspective of actual business, whether it is giant manufacturers such as Alibaba, Tencent, and Huawei, or second-tier cloud manufacturers such as UCloud, Kingsoft Cloud, and Qingyun, they are all involved in \"IoT cloud\" business.</p><p>In such a heavy siege, does Tuya Smart, which is listed as the \"No. 1 IoT cloud stock\", have the opportunity to grow into the next generation of \"giants\"?</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIoT cloud platform Tuya Smart landed on the New York Stock Exchange, and its first listing opened more than 28% higher\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-19 00:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On March 18, the IoT cloud platform Tuya Smart was officially listed on the New York Stock Exchange. It opened up more than 28% to US $27, with a market value of US $15.11 billion. Tiger Securities is the only Internet investment bank in the Tuya Smart underwriting team, contributing a total of US $1.85 billion in orders and subscribing for nearly 58,000 customers, highlighting its strong order subscription strength. From the perspective of order ratio, the proportion of retail orders is still outstanding, showing the high attention and acceptance of Tiger platform users to new economy enterprises.</p><p><img src=\"https://static.tigerbbs.com/1a278534bdfeba8a543409acadb2ec91\" tg-width=\"1080\" tg-height=\"2249\"></p><p><img src=\"https://static.tigerbbs.com/1ac508d9d4a0611a79fca73710fa19a1\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"></p><p>TUYA Smart IPO price is set at $21, above the guidance range ($17-20), under the symbol \"TUYA\". In this IPO, Tuya Smart will sell 43.59 million ADS (American Depositary Shares) and is expected to raise US $915 million.</p><p><b>Tuya Smart, breaking out of the siege of giants?</b></p><p>Internet giants such as Alibaba, JD.COM, and Baidu have successively returned to Hong Kong for secondary listings. When many technology companies have landed on the Science and Technology Innovation Edition and the Growth Enterprise Market in China, Chinese-funded enterprises have once again ushered in a boom in listing in the United States.</p><p>According to incomplete statistics, in the first two months of 2021, there are 13 domestic listed companies in the United States, including Ronglianyun and Wuxing Technology.</p><p>As a unicorn company favored by many capitals in the hot Internet of Things track, Tuya Smart also went public in the United States today.</p><p>The bell rings on the New York Stock Exchange, and the myth of making wealth continues...</p><p>At this time, many people also want to see whether a \"new giant\" can emerge from the trillion-dollar Internet of Things track?</p><p><b>1、</b><b><b>Graffiti Smart Bar Mitzvah</b></b></p><p>On the evening of March 18, Tuya Smart executives, investors, partners, and even the mayor of Hangzhou personally rushed to the Huanglong Hotel in Hangzhou to witness the bell ringing ceremony of Tuya Smart's listing in the United States.</p><p><img src=\"https://static.tigerbbs.com/b5ed48ea6a3e3cf8f3367f617e10ec4c\" tg-width=\"740\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p>Before ringing the bell, Chen Liaohan, founder and president of Tuya Smart, and Liu Yao, senior vice president and CFO of Tuya Smart, accepted interviews with the media, revealing Tuya Smart's thoughts and plans in this listing process.</p><p>Ask:<b>The return of Chinese concept stocks is the current trend. Why did Tuya choose to list in the United States?</b></p><p>Liu Yao: Our choice of US stocks is mainly due to two considerations:</p><p><ul><li>First, Tuya is a global enterprise, and the customers we support are brands, factories, channel providers and operators all over the world. The customer base is taken into account when listed on the US stock market;</p><p></li><li>Second, we are a cloud vendor. There are a large number of mature investors in the US stock market who focus on investing in technology cloud companies. They have a deep understanding of cloud companies.</p><p></li></ul>Ask:<b>What concept is used when introducing graffiti to US stock investors?</b></p><p>Liu Yao: Investors think that Tuya is an infrastructure cloud company, and we provide basic services such as water and electricity for the entire IoT industry.</p><p>Ask:<b>The prospectus shows that we have been in a state of loss in the past two years. What improvement measures will we have in the future?</b></p><p>Liu Yao: Historically, it is quite common for technology companies to lose money before or early listing, because we need to invest a lot of research and development to develop truly high-value products, especially when we enter this field, it is brand-new, so it takes a long time to explore the precipitation of products, but our losses are actually narrowing rapidly.</p><p>After listing, we will continue to invest heavily in research and development, make good products, and provide customers with the best service. At the same time, we will control our cash flow more disciplined. So I think the loss is likely to continue, but it will slowly narrow.</p><p>Ask:<b>Graffiti currently has a lot of revenue from overseas, and how does it plan to develop its business in China in the future?</b></p><p>Chen Liaohan: In the early days, especially from 2015 to 2016, we found that intelligence began to penetrate overseas on a large scale, so in fact, our market at that time focused overseas, starting from North America, and then going to Europe, Southeast Asia, Australia and Japan. Such a development track.</p><p>Since 2017, we have discovered that China's IoT market has risen, so we have set up a team to operate our entire Chinese market.</p><p>We see that in fact, the Chinese market is a market with great potential, so although our overseas investment accounts for a higher proportion today, we find that the development potential of the Chinese market is very great, and we will also provide intelligent service capabilities for Chinese manufacturing brands. We will spend a lot of resources to deeply cultivate the Chinese market.</p><p>Ask:<b>What is the significance of intelligence at the current stage to the manufacturing industry?</b></p><p>Chen Liaohan: Take the lighting industry as an example. The current price of an ordinary ball cannon lamp is 0.4 US dollars. Once it is intelligent, its price will quickly increase to more than two US dollars. Therefore, in fact, the output value of intelligence has increased by more than 10 times, which is the charm that intelligence brings to this industry.</p><p><b>2、</b><b><b>Ali Yuanyuan: Being acquired and starting a business again</b></b></p><p>Speaking of Tuya Smart, I have to mention Ali, an Internet giant headquartered in Hangzhou.</p><p>In 2009, Alibaba's organizational structure was adjusted and Alibaba Cloud was established. Jack Ma said at that time that \"Alibaba Cloud will be Alibaba's next decade\", and transferred Dr. Wang Jian, then CTO of Alibaba, to personally lead the team. At that time, Alibaba Cloud also welcomed the first general manager, the name of Yuling.</p><p>Yu Ling's real name is Wang Xueji, and it is rumored that he is a teenager who is a schoolmaster. Before entering Ali, he founded PHPWind Forum in 2003 with his classmates and friends in college.</p><p>PHPWind is a community open source system, whose main business is to help moderators and webmasters set up their own forums. At that time, there was another mainstream community open source system in China, Discuz. These two systems witnessed the rise and awakening of the domestic Internet, and also built the interesting BBS era.</p><p>In the forum war at that time, Tencent acquired Discuz in 2010 and opened up with a QQ account. A QQ account can log in to major forums, and a large number of QQ troops poured into major forums for a time; Alibaba acquired PHPWind in 2008 two years earlier than Tencent. Wang Xueji and his team entered Alibaba together, and became Alibaba Cloud's first business team with PHPWind the following year.</p><p>On September 19, 2014, Ali was listed on the New York Stock Exchange; This year, the users of Alibaba Cloud services have covered 200 countries around the world; It was also in this year that Wang Xueji went out of Ali to start a business again and established Tuya Smart.</p><p><img src=\"https://static.tigerbbs.com/4d32c71c334938c21381fd7521ecfbda\" tg-width=\"645\" tg-height=\"302\" referrerpolicy=\"no-referrer\"></p><p>At that time, Chen Liaohan, Lin Yaona, Zhou Ruixin and other original crew members who joined Ali from PHPWind also ran away to start a business together.</p><p><b>3、</b><b><b>Graffiti Past: It took a year and a half to have the first customer</b></b></p><p>In 2014, the concept of the Internet of Things was still on the eve of turmoil in China, but it has taken shape and become popular abroad.</p><p>Because of this,<b>At the beginning of its establishment, Tuya Smart focused its business overseas.</b></p><p>In this regard, Chen Liaohan also introduced in detail the founding team's understanding of the IoT market at the beginning of the business:</p><p>In 2015, consumers' awareness and acceptance of smart products in overseas markets, especially in North America, were actually higher than those in China. Wherever the customer is, we will do it.</p><p>In 2014, smart speaker products such as Amazon's Alexa and Google's Google Home have appeared in North America. Such products have promoted consumers' enthusiasm for purchasing smart devices, because after purchasing voice speakers, users hope to have a large number of devices at home. Devices can be connected to voice speakers for better interaction and experience. This is also an opportunity for Tuya to see. Tuya plays a role in helping overseas brands connect to voice speakers of different brands, which is why Tuya has developed rapidly overseas in recent years.</p><p>At that time, what kind of product did Tuya Smart want to make?</p><p><b>At first, we just wanted to try to create some innovative products with intelligent technology. This product may be the third device besides computers and mobile phones, or it may be a platform.</b>This is Wang Xueji's original idea of founding Tuya Intelligence.</p><p>The intelligent technologies mentioned here are actually technologies that teams such as cloud computing, big data, and Internet of Things have accumulated for a long time. Through these technologies, Tuya Smart tested the waters in 2015 and made its first product, Airtake.</p><p>Airtake is not a piece of hardware, but a camera App that integrates cloud services. This product is mainly designed to solve the problem of cloud storage of mobile phones and cameras at that time. Tuya Smart then launched an SD card with WiFi function. With the application of Airtake, photos taken by traditional cameras or mobile phones are automatically uploaded to the cloud photo album, and only compressed pictures are retained locally (occupying 1/6 of the original space).</p><p><img src=\"https://static.tigerbbs.com/5cff693416a4d203aa1bbabf17865ddf\" tg-width=\"740\" tg-height=\"263\" referrerpolicy=\"no-referrer\"></p><p>Airtake is an early software that uses cloud technology to solve daily practical problems. Although it failed to become the third-ranked device in the hands of users after computers and mobile phones in the end, it clearly shows that<b>The basic business model of Tuya Intelligence-hardware + software + cloud services.</b></p><p>In Tuya Smart's business model, hardware refers to networking modules (also known as IoT modules, cloud modules). Currently, there are multiple types of module solutions including Wi-Fi modules, Bluetooth modules, Zigbee modules, etc. These modules are embedded into devices to achieve device networking and secondary development. Software and cloud services refer to PaaS and SaaS services provided based on the IoT cloud platform.</p><p>It can also be seen from the prospectus of Tuya Smart's listing in the United States that Tuya Smart's main business currently includes four parts:</p><p><ul><li><b>IoT PaaS.</b>Provide solutions based on cloud, Internet of Things, edge computing and other technologies, which are embodied in hardware products, which are networking modules. By embedding networking modules, devices are networked, and then the networked devices are connected to Tuya Smart's IoT cloud platform, ultimately realizing the conversion from traditional products to IoT products with edge computing, storage, and networking capabilities and intelligent management of devices.</p><p></li><li><b>IoT SaaS.</b>Provide industry SaaS for vertical industries such as hotels and real estate. Enterprises can use these SaaS solutions to realize the management and operation and maintenance of smart devices.</p><p></li><li><b>Smart Device Distribution.</b>Provide brand manufacturers and system integrators with smart devices from OEM partners who have deployed Tuya Smart IoT PaaS.</p><p></li><li><b>Other value-added cloud services.</b>Provide value-added services such as artificial intelligence virtual assistants and big data analysis for enterprise customers, and provide data storage, message push, content services, etc. for Tuya Smart device users.</p><p></li></ul>Among them, IoT PaaS is the core business of Tuya Smart. Most of Tuya Smart's current revenue comes from IoT PaaS (Note: the revenue in 2019 and 2020 accounted for 72.2% and 84.3% respectively). As of December 31, 2020, Tuya Smart had 3,296 IoT PaaS customers, and revenue from 188 major customers accounted for 87% of IoT PaaS revenue.</p><p>In 2019, Tuya Smart's revenue reached US $106 million.</p><p>In five years, Tuya Smart has increased its revenue from 0 to US $100 million, a considerable growth rate.</p><p>However, the matter of embedding networking modules for devices and enabling devices to surf the Internet is complicated and not as simple as imagined.</p><p>Just as Tuya Smart pulled a team to start a business, Xiaomi, as far away as Beijing, also launched an Internet of Things project. Gao Ziguang, who was the person in charge of Xiaomi's IoT project at that time, discovered during communication with home appliance manufacturers:</p><p>Most large companies want to develop their own modules instead of adopting other people's standards (modules). After the Xiaomi team spent nearly a year discussing cooperation matters with major appliance manufacturers to no avail, they finally had to apply their IoT modules to Xiaomi's ecological chain enterprise products. Zhimi's air purifier became Xiaomi's first IoT product.</p><p>Tuya Smart, which wants to do IoT to B business, also faces this problem.</p><p>As a start-up company, even if the team has a big factory background, it will inevitably hit a wall to develop To B business from 0.</p><p>Wang Xueji previously said in an interview with Wenzhou Business Daily, \"<b>It took us a year and a half to get the first 100 clients to know \"TUYA\" before the first client chose us.</b>”</p><p>In this regard, Chen Liaohan is also quite touched:</p><p>It took a year and a half to have the first customer, and we would also question ourselves at that time: did we choose the wrong direction, did we enter the track early... There would be a lot of thinking, but in the end we persisted.<b>4、</b><b><b>Financial owners & fans: Who is doodling in heavy warehouses?</b></b></p><p>In 2020, Tuya Smart's revenue increased by 70% to US $180 million.</p><p>However,<b>Under such beautiful performance, what is hidden is the revenue difficulty of this industry.</b></p><p>According to the data in Tuya Smart's prospectus, it incurred net losses of US $70.5 million and US $66.9 million in 2019 and 2020, respectively. As of December 31, 2020, Tuya Smart had a cumulative loss of US $192.5 million.</p><p><img src=\"https://static.tigerbbs.com/d41d65d6a764b1607ffa2053461a6c8a\" tg-width=\"740\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p><p>In this regard,<b>The solution mentioned by Tuya Smart in the prospectus is: strengthen platform construction and increase investment in the marketing team</b>。</p><p>In today's entrepreneurial environment, most start-up companies do not rely on the two-way flow of revenue and investment to develop the market, but need to leverage the power of capital. The promising Tuya Smart naturally has no shortage of financial owners and noble people.</p><p>Wu Yongming is the first noble person of Tuya Intelligence.</p><p>At the beginning of Ali's establishment, there were 18 founders. These 18 founders pooled 500,000 yuan as start-up capital and each took part of the shares, creating Alibaba, which is now in the limelight. At the beginning of the business, the 18 people were both founders and early partners of Ali. Later, the outside world also gave them a martial arts title-Ali's Eighteen Arhats.</p><p>Wu Yongming is one of these 18 people. He has served as the head of the group's search business, advertising business and wireless business in Ali. When Wang Xueji left Ali and started another business, as Wang Xueji's immediate boss at that time, Wu Yongming became an angel investor of Tuya Smart out of his own pocket.</p><p>In addition to Wu Yongming, the angel investors of Tuya Smart include Li Zhiguo, the 46th employee of Ali, and Bat Capital, which was also founded by Qu Tian, a former employee of Ali. For this reason, Tuya Smart was once considered an Ali-based enterprise.</p><p>With such a founding team, such angel investment, and the choice of a recognized potential track, Tuya Smart has been destined to attract much attention since its establishment.</p><p>In the following years, Tuya Smart received multiple rounds of huge financing, which can be said to be a \"rich\" enterprise. According to public information, Tuya Smart received three rounds of financing of US $10 million, RMB 100 million, and US $200 million in September 2015, October 2017, and July 2018 respectively. The investors include NEA Enyi Investment, Oriental Fuhai, Linear Capital, Broadband Capital, Quadrille Capital, Future Fund, C.M. Capital and other well-known investment institutions at home and abroad.</p><p>In addition, in the prospectus submitted to the U.S. Securities and Exchange Commission (SEC) when preparing for listing, Tuya Smart disclosed more information about the capital, including:</p><p><b>Tencent holds 10.8% of the shares and is the second largest institutional investor after Enyi Investment;</b>Still losing money is the current situation of Tuya Smart, but IoT is still a track that continues to grow, a track with great potential, and a track with infinite possibilities.</p><p>This makes Tuya Smart, which was listed in the United States as the \"first IoT cloud stock\", become a unicorn company with a valuation of tens of billions of dollars when the market rose and surrounded by capital.</p><p><b>5、</b><b><b>Revaluating \"IoT Cloud\"</b></b></p><p>On the evening of February 2, 2021, Alibaba released its 2020 Q4 financial report. The financial report showed that in the fourth quarter of 2020, Alibaba Cloud's single-quarter revenue was 11.615 billion yuan, and its adjusted EBITA achieved a profit of 24 million yuan.</p><p>This is the first time that Alibaba Cloud has achieved a single-quarter profit since its establishment twelve years ago.</p><p>However, considering the scale advantage of Alibaba Cloud and the living environment of domestic cloud vendors, the competition in the domestic cloud market is still very fierce.</p><p>Founder Luo Zhenyu once told such a story at an event:</p><p>All the data obtained from the APP is placed on the cloud. The cloud provider chooses Alibaba Cloud, the largest cloud provider in China, and the annual service fee paid to Alibaba Cloud is as high as tens of millions.<img src=\"https://static.tigerbbs.com/590da46a087ceed178517103fe6d74b2\" tg-width=\"740\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p><p>At the same time, Luo Zhenyu also received \"more than 100,000 coupons\" from other small and medium-sized cloud service vendors in his mailbox...</p><p>Even if the competition is so fierce, it still does not delay capital's optimism about cloud service vendors other than giants.</p><p>On January 20, 2020, UCloud landed on the Science and Technology Innovation Edition as the first cloud computing stock in China, and its market value exceeded 30 billion yuan on the first day;</p><p>On May 8, 2020, Kingsoft Cloud, as Lei Jun's fourth listed company, was listed in the United States, and its market value exceeded US $4.7 billion on the first day;</p><p>On March 16, 2021, Qingyun was listed on the Science and Technology Innovation Board as the first hybrid cloud stock, and its market value exceeded 4 billion yuan on the first day;</p><p>On March 18, 2021, Tuya Smart was listed on the New York Stock Exchange as the first IoT cloud stock.</p><p>From the perspective of actual business, whether it is giant manufacturers such as Alibaba, Tencent, and Huawei, or second-tier cloud manufacturers such as UCloud, Kingsoft Cloud, and Qingyun, they are all involved in \"IoT cloud\" business.</p><p>In such a heavy siege, does Tuya Smart, which is listed as the \"No. 1 IoT cloud stock\", have the opportunity to grow into the next generation of \"giants\"?</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3be944a9a32d46999588e09d1fd39d10","relate_stocks":{"TUYA":"涂鸦智能"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175135367","content_text":"3月18日，IoT云平台涂鸦智能正式在纽交所挂牌上市，开盘涨超28%，报27美元，市值151.1亿美元。老虎证券为本次涂鸦智能承销团队中唯一的互联网投行，贡献共计18.5亿美元订单，认购客户近5.8万人次，凸显出其强大的订单认购实力。从订单比例来看，零售订单占比依旧突出，展现出老虎平台用户对新经济企业的高关注度和高接受度。\n\n\n涂鸦智能IPO价格定为21美元，高于指导区间(17-20美元)，代码为“TUYA”。在本次IPO中，涂鸦智能将发售4359万股ADS（美国存托股），预计将筹集9.15亿美元。\n涂鸦智能，冲出巨头重围？\n在阿里、京东、百度等互联网巨头相继回港二次上市，在众多科技企业在国内登陆科创版、创业板时，中资企业赴美上市再度迎来热潮。\n据不完全统计，2021年前两个月国内赴美上市企业已有包括容联云、雾兴科技等13家企业。\n作为爆火的物联网赛道中被众多资本看好的独角兽企业，涂鸦智能也于今日在美敲钟上市。\n纽交所钟声响起，造富神话继续……\n此时，很多人也想看看，万亿物联网赛道能否冲出一位“新巨头”？\n1、涂鸦智能的成人礼\n3月18日晚，涂鸦智能高管、投资人、合作伙伴，甚至连杭州市长都亲自赶赴到杭州黄龙饭店，来见证涂鸦智能在美上市云敲钟仪式。\n\n在敲钟之前，涂鸦智能创始人兼总裁陈燎罕、涂鸦智能高级副总裁兼CFO刘尧接受了媒体采访，揭秘了涂鸦智能的在这一上市过程中的思考和计划。\n问：中概股回归是当下趋势，涂鸦为什么会选择在美上市？\n刘尧：关于我们选择美股主要是出于两个考虑：\n\n第一，涂鸦是一个全球性企业，我们支持的客户是遍布全球的品牌、工厂、渠道商及运营商，在美股上市考虑到客户的base；\n第二，我们是一个云厂商，在美股市场上有一大批成熟的、专注于投资科技类云企业的投资人，他们对云企业理解比较深刻。\n\n问：在和美股投资人介绍涂鸦时用的是怎样的概念？\n刘尧：投资人认为涂鸦是一个基础设施类云公司，我们是为整个IoT行业提供类似、水、电这样的基础服务。\n问：招股书显示我们近两年都处于一个亏损状态，未来有怎样的改善措施？\n刘尧：从历史来看，科技类公司在上市前或早期时候亏损其实是比较常见的，因为我们需要投入大量的研发来开拓出真正有高价值的产品，尤其像我们进入这个领域它是全新的，所以产品的沉淀需要一个比较长的时间来摸索，但是我们的亏损其实是在迅速收窄的。\n上市后我们会继续重投入在研发、做好产品，为客户提供最好的服务，同时我们也会比较有纪律性的管控我们的现金流。所以我觉得亏损也很有可能会继续，但会慢慢收窄。\n问：涂鸦目前有很多收入来自海外，未来打算如何发展中国业务。\n陈燎罕：早期，特别是2015年-2016年，我们发现智能化开始在海外大规模的渗透，所以其实我们当时的市场聚焦在海外，从北美开始，然后到欧洲、东南亚、澳大利亚、日本，这样一个发展轨迹。\n从2017年开始，我们发现中国的IoT市场起来了，所以我们又专门成立了一个团队来经营我们整个中国市场。\n我们看到，其实中国市场是一个有非常大潜力的市场，所以虽然我们今天在海外投资占比更高一些，但我们发现中国市场的发展潜力非常大，我们也会为中国制造业品牌提供智能化的服务能力，我们会花很多资源深耕中国市场。\n问：当前阶段的智能化对制造业的意义何在？\n陈燎罕：以照明产业为例，一个普通的球炮灯目前的售价是0.4美金，一旦它被智能化后，它的售价会迅速提升到两美金以上，所以其实智能化对整个产业的产值提升超过了10倍，这就是智能化对于这个行业带来的魅力。\n2、阿里渊源：被收购，再创业\n说起涂鸦智能，不得不提的是总部同在杭州的一家互联网巨头，阿里。\n2009年，阿里组织架构调整，成立阿里云，马云当时即称“阿里云将是阿里的下一个十年”，并调来时任阿里CTO的王坚博士亲自带队，彼时阿里云也迎来了第一任总经理，花名御灵。\n御灵本名王学集，坊间流传是一位学霸少年，进入阿里之前，曾在大学期间与同窗好友一起在2003年创办了PHPWind论坛。\nPHPWind是一款社区开源系统，主要业务是帮助版主和站长建立自己的论坛。当年，国内还有另一个主流社区开源系统，Discuz，这两大系统见证了国内互联网的兴起与觉醒，也构建起了那个趣味横生的BBS时代。\n在当时论坛大战中，腾讯在2010年收购了Discuz，并与QQ账号进行了打通，一个QQ号可以登录各大论坛，一时间各大论坛涌入大量QQ大军；阿里早腾讯两年、在2008年收购了PHPWind，王学集和他的团队一起走进了阿里，并在次年随PHPWind成为阿里云第一个业务团队。\n2014年9月19日，阿里在纽交所挂牌上市；这一年，阿里云服务的用户已经覆盖了全世界200个国家；也是在这一年，王学集走出阿里再次创业，成立了涂鸦智能。\n\n当时，一同出走创业的还有陈燎罕、林耀纳、周瑞鑫等从PHPWind一同进入阿里的原班人马。\n3、涂鸦往事：花了一年半，才有了第一个客户\n2014年，物联网概念在国内尚处于风起云涌的前夜，在国外已经成形、风靡。\n正因如此，成立之初的涂鸦智能将业务重心放在了海外。\n对此，陈燎罕也详细介绍了创始团队在创业之初对IoT市场的认知：\n2015年，海外市场、特别是北美市场消费者对于智能产品的认知和接受度其实是高于国内的。客户在哪里，我们就往哪里去做。\n2014年在北美就已经出现了亚马逊的Alexa和谷歌的Google Home等智能音箱产品，这类产品推动了消费者对于购买智能设备的热情，因为购买语音音箱后，用户就希望能够让家里大量的设备能够连接到语音音箱中，能够进行更好地交互和体验，这也是涂鸦看到的机会，涂鸦在其中就扮演了帮助海外品牌能够连接到不同品牌的语音音箱，这也是为什么这几年涂鸦在海外发展迅速的原因。\n在当时，涂鸦智能究竟想要做一个怎样的产品呢？\n\n我们一开始只是想尝试性的用智能技术打造一些创新性产品，这个产品可能是电脑、手机之外的第三个设备，也有可能是一个平台。\n\n这是王学集创立涂鸦智能最初的想法。\n这里说的智能技术其实就是云计算、大数据、物联网这些团队已有长期积累的技术。通过这些技术，涂鸦智能在2015年试水做了第一款产品，爱相机（Airtake）。\nAirtake并不是一款硬件，而是一款「集成了云服务的相机App」，这款产品主要是为了解决当时手机、相机拍照云存储问题，涂鸦智能随后也推出了一款「植入WiFi功能的SD卡」与Airtake配合应用，使得传统相机或手机拍的照片自动上传到云端相册、本地只保留压缩图片（占用空间为原图的1/6）。\n\nAirtake是一款较早利用云技术解决日常实用性问题的软件，虽然最终没能成为电脑、手机后用户手中第三顺位设备，却清晰地展现了涂鸦智能的基本商业模式——硬件+软件+云服务。\n在涂鸦智能的商业模式中，硬件指的是联网模组（也称IoT模组、云模组），目前有包括Wi-Fi模组、蓝牙模组、Zigbee模组等多类模组方案，通过将这些模组嵌入到设备中，实现设备联网和二次开发。软件和云服务指的则是基于IoT云平台提供的PaaS、SaaS服务。\n从涂鸦智能赴美上市招股书中也可以看到，目前涂鸦智能主要业务包括四块：\n\nIoT PaaS。提供基于云、物联网、边缘计算等技术的解决方案，具体表现在硬件产品上，正是联网模组，通过嵌入联网模组实现设备联网，再将联网设备连接到涂鸦智能的IoT云平台上，最终实现传统产品到具有边缘计算、存储、联网能力的IoT产品的转换和设备的智能管理。\nIoT SaaS。为诸如酒店、地产等垂直行业提供行业SaaS。企业运用这些SaaS方案可以实现智能设备的管理和运维。\n智能设备分销。为品牌厂商和系统集成商提供部署了涂鸦智能IoT PaaS的OEM合作伙伴的智能设备。\n其他增值云服务。面向企业客户提供诸如人工智能虚拟助手、大数据分析等增值服务，面向涂鸦智能的设备用户提供诸如数据存储、消息推送、内容服务等。\n\n其中，IoT PaaS是涂鸦智能的核心业务，涂鸦智能目前大部分收入来自于IoT PaaS（注：2019年、2020年的收入占比分别为72.2%、84.3%）。截止2020年12月31日，涂鸦智能有3296个IoT PaaS客户，来自188个大客户的收入占到了87%的IoT PaaS收入。\n2019年，涂鸦智能营收达到1.06亿美元。\n五年时间里，涂鸦智能将营收从0做到了1亿美元，增速可观。\n然而，为设备嵌入联网模组、让设备能够上网这件事儿，中间的利害关系复杂，并没有想象的那么简单。\n就在涂鸦智能拉队伍创业时，远在北京的小米也开启了物联网项目。当时作为小米IoT项目负责人的高自光在与家电厂商沟通过程中发现：\n\n 大企业大多希望开发自有模组，而不是采用别人的标准（模组）。\n\n小米团队花了近一年时间和各大家电厂商商谈合作事宜无果后，最终不得不将自己的IoT模组应用到小米生态链企业产品中，智米的空气净化器成了小米首款IoT产品。\n要做IoT to B业务的涂鸦智能同样要面临这一问题。\n作为一家创业企业，即使团队有大厂背景，要从0开展To B业务，也难免碰壁。\n王学集此前在接受《温州商报》采访时曾表示，“我们花了一年半时间，让最初的100个客户认识“TUYA”，才有第一个客户选择了我们。”\n对此，陈燎罕也颇有感触：\n\n 一年半的时间才有第一个客户，我们当时也会对自己产生质疑：我们的方向是不是选错了，我们进入赛道是不是进早了……，会有非常多的思考，但最后我们还是坚持下来了。\n\n4、金主&拥趸：谁在重仓涂鸦？\n2020年，涂鸦智能营收增长了70%，达到1.8亿美元。\n然而，在这样漂亮的业绩下，潜藏的却是这一行业营收的困顿。\n据涂鸦智能招股书中数据显示，在2019年和2020年分别产生了7050万美元和6690万美元的净亏损，截止2020年12月31日，涂鸦智能累计亏损1.925亿美元。\n\n对此，涂鸦智能在招股书中提及的解决之道是：「加强平台建设」和「加大营销团队投入」。\n在如今创业环境下，多数创业企业开拓市场靠的并不是营收与投入的双向流转，而是需要借力资本的力量，被看好的涂鸦智能自然不缺金主和贵人。\n吴泳铭是涂鸦智能的第一位贵人。\n阿里成立之初有18位创始人，这18位创始人凑了50万作为启动资金并各占一部分股份，创立了如今风头无两的阿里巴巴。创业之初的18人既是创始人、也是阿里的早期合伙人，后来外界也给了一个颇有武侠气息的称号——阿里十八罗汉。\n吴泳铭正是这18人之一，在阿里历任集团搜索业务、广告业务和无线业务的负责人，当王学集走出阿里再次创业时，作为王学集当时的顶头上司，吴泳铭自掏腰包成了涂鸦智能的天使投资人。\n除吴泳铭外，涂鸦智能的天使投资人还有阿里第46号员工李治国，以及同为阿里前员工屈田创办的蝙蝠资本。正因如此，涂鸦智能一度被认为是阿里系企业。\n这样的创始团队、这样的天使投资，再加上选的又是一条被公认的潜力赛道，涂鸦智能自成立之初就注定会备受关注。\n在随后几年里，涂鸦智能又拿到了多轮巨额融资，可以说是一家被“富养”的企业。据公开资料显示，涂鸦智能在2015年9月、2017年10月、2018年7月分别又拿到了千万美元、1亿人民币、2亿美元三轮融资，资方包括NEA恩颐投资、东方富海、线性资本、宽带资本、Quadrille Capital、Future Fund、C.M.Capital等国内外知名投资机构。\n另外，在筹备上市时向美国证券交易委员会(SEC)提交的招股书中，涂鸦智能披露了更多关于资方的信息，包括：\n\n腾讯持有10.8%股份、为除恩颐投资外第二大机构投资方；\n\n仍在亏损是涂鸦智能的现状，不过IoT仍是一个在持续增长的赛道，一个极有潜力的赛道，一个有无限可能的赛道。\n这使得以“IoT云第一股”在美上市的涂鸦智能，在市场上扬时、在资本簇拥下，强势成为了一家估值百亿美元的独角兽企业。\n5、重估“IoT云”\n2021年2月2日晚，阿里发布2020年Q4财报，财报显示：2020年第四季度，阿里云单季度收入116.15亿元，经调整EBITA实现盈利2400万元。\n这是阿里云自成立十二年以来，首次实现单季度盈利。\n不过，考虑到阿里云的规模优势和国内云厂商的生存环境，国内云市场的竞争依然十分激烈。\n「得到」创始人罗振宇在某次活动上曾讲述过这样一个故事：\n\n 「得到APP」所有数据是放在云上的，云供应商选择的是国内第一大云供应商阿里云，每年「得到」交给阿里云的服务费用高达数千万。\n\n\n与此同时，罗振宇的邮箱中也收到过其他中小型云服务厂商“十几万的优惠券”……\n即便竞争如此激烈，依然不耽误资本对巨头之外的云服务厂商的看好。\n2020年1月20日，UCloud以中国云计算第一股登陆科创版，首日市值突破300亿元；\n2020年5月8日，金山云作为雷军的第四家上市企业，在美上市，首日市值突破47亿美元；\n2021年3月16日，青云以混合云第一股在科创板上市，首日市值突破40亿元；\n2021年3月18日，涂鸦智能以IoT云第一股在纽交所上市。\n从实际业务来看，无论是阿里、腾讯、华为等巨头厂商，还是UCloud、金山云、青云等第二梯队云厂商均有涉及“IoT云”业务。\n在这样的重重包围中，以“IoT云第一股”上市的涂鸦智能有机会成长为下一代“巨头”吗？","news_type":1,"symbols_score_info":{"TUYA":0.9}},"isVote":1,"tweetType":1,"viewCount":2368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322075418,"gmtCreate":1615762316634,"gmtModify":1704786098811,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322075418","repostId":"2119993427","repostType":4,"isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328349000,"gmtCreate":1615501885300,"gmtModify":1704783658206,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328349000","repostId":"2118898380","repostType":4,"repost":{"id":"2118898380","kind":"news","pubTimestamp":1615476994,"share":"https://ttm.financial/m/news/2118898380?lang=en_US&edition=fundamental","pubTime":"2021-03-11 23:36","market":"us","language":"zh","title":"The stock price was cut in half, and the bubble of new cars burst?","url":"https://stock-news.laohu8.com/highlight/detail?id=2118898380","media":"36氪","summary":"随着3月8日小鹏汽车2020年财报的出炉，至此，蔚来、理想和小鹏三家在美股上市的造车新势力均已公布2020年成绩单。\n财报数据显示，2020年，蔚来营收162.58亿人民币，同比增长107.77%；理","content":"<p><img src=\"https://static.tigerbbs.com/b969a764d1d5371718197ffcfdb41f02\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\">With March 8<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>The 2020 financial report is released, so far,<a href=\"https://laohu8.com/S/NIO\">Nio</a>, Ideal and XPeng, three new car-making forces listed on the U.S. stock market, have all announced their 2020 report cards.</p><p>Financial report data shows that in 2020, Nio's revenue will be 16.258 billion yuan, a year-on-year increase of 107.77%; Ideal achieved revenue of 9.461 billion yuan, a year-on-year increase of 3231.33%; XPeng's revenue was 5.844 billion yuan, a year-on-year increase of 151.79%.</p><p>However, behind the eye-catching financial report, although Nio, Ideal and XPeng have all achieved positive gross profit margins and bid farewell to the dilemma of \"selling one and losing one\", since February this year, the stock price, which has been rising steadily, has fallen one after another.</p><p>According to statistics from Future Auto Daily, as of the close on the morning of March 11, the stock prices of Nio, Ideal and XPeng were all halved. Among them, Nio's stock price was US $41.32, down 44.49% from the highest point of US $66.99;<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It closed at $23.34, down 51.06% from the highest point of $47.7; XPeng Motor's stock price was $30.7, down 58.78% from the highest point of $74.49.</p><p>At the same time, in the first two months of 2021, the delivery volume of the three companies has also declined to a certain extent. In January, Nio delivered 7,225 vehicles and 5,578 vehicles in February; XPeng vehicles delivered 6,015 vehicles in January and only 2,223 vehicles in February; Li Auto's two-month delivery volumes were 5,379 vehicles and 2,300 vehicles respectively.</p><p>Investment institutions with a keen sense of smell seem to have already felt the chill of this pool of \"spring river water\".</p><p>In the fourth quarter of 2020, Hillhouse Capital liquidated all its holdings of approximately 2.41 million Nio shares, 1.6 million ideal shares and approximately 900,000 XPeng shares, staging a \"capital withdrawal\" drama. Intriguingly, after clearing three stocks, in February this year, Hillhouse Capital turned around and participated in<a href=\"https://laohu8.com/S/002594\">BYD</a>A new round of fixed increase.</p><p>Nowadays, under the influence of half sea water and half flame in the capital market, new car manufacturers seem to have achieved remarkable results, but in fact the test is still going on.</p><p><b>1</b></p><p><b>Make fancy money, say goodbye to selling cars at a loss</b></p><p>In the financial reports of Nio, Ideal and XPeng, the most eye-catching result is that in fiscal year 2020, they all achieved positive gross profit margins, which also means that the situation of \"selling cars and losing money\" among the three has been reversed.</p><p><img src=\"https://static.tigerbbs.com/d030843f0e9c88125dcbdd04a10264e4\" tg-width=\"550\" tg-height=\"117\" referrerpolicy=\"no-referrer\">Future Automobile Daily Tabulation</p><p>Among them, Nio's gross profit margin for the whole year of 2020 is 11.52%; And Nio's gross profit margin in the fourth quarter was higher than the full-year level, at 17.2%. But it is worth noting that \"selling points\" accounted for a certain contribution to the increase in Nio's gross profit margin in the fourth quarter.</p><p>Qu Yu, vice president of finance of Nio, mentioned in the conference call that Nio's gross profit from points sales in the fourth quarter was 120 million yuan, contributing 1.8% to the gross profit margin, helping to improve the comprehensive gross profit, and points will continue to be given to Nio. \"Hematopoiesis\".</p><p>Li Bin, founder, chairman and CEO of Nio, once revealed that Nio will generate 200,000 points in 2020 and will be sold in 2021. In addition, the current price of points is on the rise, which means that you can also get a considerable income by selling points.</p><p>In fact, Nio is not the only one that makes money by points, the other side<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Already earned a lot of money. According to Tesla's financial report, in the past five years, Tesla has made a profit of more than US $3.3 billion by selling carbon credits. Tesla's 2020 financial report shows that Tesla's carbon trading revenue reached US $1.58 billion in 2020, becoming the biggest boost to supporting the company's performance and directly helping Tesla achieve its first annual profit.</p><p>In addition to Nio, Ideal, which is famous for its \"cost control\", also achieved a positive gross profit margin in 2020. Its annual gross profit margin was 16.4%, and its gross profit margin in the fourth quarter was 17.5%. In addition, Li Auto's net profit in Q4 was 107.5 million yuan, and the company also achieved a positive quarterly profit for the first time.</p><p>Li Tie, CFO of Li Auto, revealed in a conference call that the positive gross profit in the fourth quarter was mainly due to the income generated by short-term financial product investment. He predicts that gross profit will reach 19%-20% in 2021 as production increases, BOM costs decrease, and manufacturing expenses decrease.</p><p>Jia Xinguang, an automotive industry analyst, analyzed to Future Auto Daily that for Ideal, which currently has only one model, it is easier to control production costs than Nio, which has three cars being delivered.</p><p><img src=\"https://static.tigerbbs.com/e4b3fcd5962dcd614938bb6b8fcd5c56\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\">Image source: XPeng official</p><p>The last XPeng to announce its financial report has a gross profit margin of 4.6% in 2020 and 7.4% in the fourth quarter. Although XPeng's gross profit margin is lower than Nio and Ideal, it also reveals positive signals to the outside world.</p><p>Unlike Nio, which sells points and ideally invests in wealth management products to increase gross profit margins, XPeng uses the form of \"car + XPILOT\" assisted driving bundle to drive an increase in gross profit margins.</p><p>In the fourth quarter of 2020, XPeng P7 deliveries reached 8,527 units, an increase of 37.3% from 6,210 units in the third quarter of 2020. At the same time, 95% of the XPeng P7 models delivered in the fourth quarter support XPILOT 2.5 or XPILOT 3.0, which is also more conducive to revenue growth.</p><p>XPeng once mentioned in the prospectus that its goal is to diversify revenue sources and profit opportunities by providing software systems, hoping to<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Software sales can increase gross profit margins. He XPeng also pointed out at the financial report that higher-level fees will be adopted for higher-level XPILOT in the future.</p><p><b>2</b></p><p><b>Losses Continue, Mixed Blessings</b></p><p>Although the \"top three new cars\" have achieved positive gross profit margins through various methods, behind the glory, it is still difficult to hide the current loss status.</p><p>Judging from the net loss in 2020, Nio lost 5.304 billion yuan, XPeng lost 2.732 billion yuan, and Ideal lost 152 million yuan.</p><p>In<a href=\"https://laohu8.com/S/601211\">Guotai Junan</a>According to Zhang Xin, chief automotive analyst, although car companies have achieved positive gross profit margins by selling points, controlling costs and even managing money, in the face of huge R&D, market operation and other expenditures, \"this method is still a mantis arm blocking the car, which cannot become a long-term strategy for car companies.\"</p><p>Jia Xinguang believes that if car companies want to make profits, they must achieve economies of scale. \"It is difficult for the three new car-making forces to achieve profitability because the sales volume is insufficient. Only when the quantity increases can the positive effect of gross profit margin be maximized, thereby offsetting expenditures and gathering sand into a tower.\"</p><p>according to<a href=\"https://laohu8.com/S/002736\">Guosen Securities</a>According to the published research report, in order to achieve profitability, Nio's sales volume must reach 180,000 vehicles, ideally 60,000 vehicles, and XPeng's sales volume must reach 120,000 vehicles. Last year, the sales of the three were 43,700, 32,600 and 27,000.</p><p>He XPeng once said in an interview with the media, \"Although XPeng Automobile has invested heavily in research and development, it can achieve breakeven by delivering 10,000 vehicles per month.\"</p><p><img src=\"https://static.tigerbbs.com/e836904dc43fb7dff0587ddf56e78912\" tg-width=\"550\" tg-height=\"385\" referrerpolicy=\"no-referrer\">Image source: Ideal Official</p><p>When the problem of profitability still exists, the question of capital bubble is rampant again, and the stock price of new forces is directly \"cut in half\".</p><p>In this regard,<a href=\"https://laohu8.com/S/000776\">GF Securities</a>Relevant investors told Future Auto Daily that in addition to general environmental factors such as the overall correction of U.S. stocks, the decline in stock prices is determined by the overall valuation of the three companies and the liquidity of the entire market. \"The financial report reflects the overall performance of a company last year, while the stock price reflects the company's future expectations. From this point, it can be seen that the decline in the stock prices of the three companies represents that their market performance last year was difficult to support the expectations of the capital market.\" The above-mentioned investors further explained.</p><p>At the same time, the transformation of traditional car companies has also allowed investors to see another possibility. \"Shareholders are still happy to listen to stories, and the better the story, the more willing investors are to pay for it.\" Zhang Xin told Future Auto Daily.</p>","source":"36k","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>The stock price was cut in half, and the bubble of new cars burst?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe stock price was cut in half, and the bubble of new cars burst?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">36氪</strong><span class=\"h-time small\">2021-03-11 23:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/b969a764d1d5371718197ffcfdb41f02\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\">With March 8<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>The 2020 financial report is released, so far,<a href=\"https://laohu8.com/S/NIO\">Nio</a>, Ideal and XPeng, three new car-making forces listed on the U.S. stock market, have all announced their 2020 report cards.</p><p>Financial report data shows that in 2020, Nio's revenue will be 16.258 billion yuan, a year-on-year increase of 107.77%; Ideal achieved revenue of 9.461 billion yuan, a year-on-year increase of 3231.33%; XPeng's revenue was 5.844 billion yuan, a year-on-year increase of 151.79%.</p><p>However, behind the eye-catching financial report, although Nio, Ideal and XPeng have all achieved positive gross profit margins and bid farewell to the dilemma of \"selling one and losing one\", since February this year, the stock price, which has been rising steadily, has fallen one after another.</p><p>According to statistics from Future Auto Daily, as of the close on the morning of March 11, the stock prices of Nio, Ideal and XPeng were all halved. Among them, Nio's stock price was US $41.32, down 44.49% from the highest point of US $66.99;<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It closed at $23.34, down 51.06% from the highest point of $47.7; XPeng Motor's stock price was $30.7, down 58.78% from the highest point of $74.49.</p><p>At the same time, in the first two months of 2021, the delivery volume of the three companies has also declined to a certain extent. In January, Nio delivered 7,225 vehicles and 5,578 vehicles in February; XPeng vehicles delivered 6,015 vehicles in January and only 2,223 vehicles in February; Li Auto's two-month delivery volumes were 5,379 vehicles and 2,300 vehicles respectively.</p><p>Investment institutions with a keen sense of smell seem to have already felt the chill of this pool of \"spring river water\".</p><p>In the fourth quarter of 2020, Hillhouse Capital liquidated all its holdings of approximately 2.41 million Nio shares, 1.6 million ideal shares and approximately 900,000 XPeng shares, staging a \"capital withdrawal\" drama. Intriguingly, after clearing three stocks, in February this year, Hillhouse Capital turned around and participated in<a href=\"https://laohu8.com/S/002594\">BYD</a>A new round of fixed increase.</p><p>Nowadays, under the influence of half sea water and half flame in the capital market, new car manufacturers seem to have achieved remarkable results, but in fact the test is still going on.</p><p><b>1</b></p><p><b>Make fancy money, say goodbye to selling cars at a loss</b></p><p>In the financial reports of Nio, Ideal and XPeng, the most eye-catching result is that in fiscal year 2020, they all achieved positive gross profit margins, which also means that the situation of \"selling cars and losing money\" among the three has been reversed.</p><p><img src=\"https://static.tigerbbs.com/d030843f0e9c88125dcbdd04a10264e4\" tg-width=\"550\" tg-height=\"117\" referrerpolicy=\"no-referrer\">Future Automobile Daily Tabulation</p><p>Among them, Nio's gross profit margin for the whole year of 2020 is 11.52%; And Nio's gross profit margin in the fourth quarter was higher than the full-year level, at 17.2%. But it is worth noting that \"selling points\" accounted for a certain contribution to the increase in Nio's gross profit margin in the fourth quarter.</p><p>Qu Yu, vice president of finance of Nio, mentioned in the conference call that Nio's gross profit from points sales in the fourth quarter was 120 million yuan, contributing 1.8% to the gross profit margin, helping to improve the comprehensive gross profit, and points will continue to be given to Nio. \"Hematopoiesis\".</p><p>Li Bin, founder, chairman and CEO of Nio, once revealed that Nio will generate 200,000 points in 2020 and will be sold in 2021. In addition, the current price of points is on the rise, which means that you can also get a considerable income by selling points.</p><p>In fact, Nio is not the only one that makes money by points, the other side<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Already earned a lot of money. According to Tesla's financial report, in the past five years, Tesla has made a profit of more than US $3.3 billion by selling carbon credits. Tesla's 2020 financial report shows that Tesla's carbon trading revenue reached US $1.58 billion in 2020, becoming the biggest boost to supporting the company's performance and directly helping Tesla achieve its first annual profit.</p><p>In addition to Nio, Ideal, which is famous for its \"cost control\", also achieved a positive gross profit margin in 2020. Its annual gross profit margin was 16.4%, and its gross profit margin in the fourth quarter was 17.5%. In addition, Li Auto's net profit in Q4 was 107.5 million yuan, and the company also achieved a positive quarterly profit for the first time.</p><p>Li Tie, CFO of Li Auto, revealed in a conference call that the positive gross profit in the fourth quarter was mainly due to the income generated by short-term financial product investment. He predicts that gross profit will reach 19%-20% in 2021 as production increases, BOM costs decrease, and manufacturing expenses decrease.</p><p>Jia Xinguang, an automotive industry analyst, analyzed to Future Auto Daily that for Ideal, which currently has only one model, it is easier to control production costs than Nio, which has three cars being delivered.</p><p><img src=\"https://static.tigerbbs.com/e4b3fcd5962dcd614938bb6b8fcd5c56\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\">Image source: XPeng official</p><p>The last XPeng to announce its financial report has a gross profit margin of 4.6% in 2020 and 7.4% in the fourth quarter. Although XPeng's gross profit margin is lower than Nio and Ideal, it also reveals positive signals to the outside world.</p><p>Unlike Nio, which sells points and ideally invests in wealth management products to increase gross profit margins, XPeng uses the form of \"car + XPILOT\" assisted driving bundle to drive an increase in gross profit margins.</p><p>In the fourth quarter of 2020, XPeng P7 deliveries reached 8,527 units, an increase of 37.3% from 6,210 units in the third quarter of 2020. At the same time, 95% of the XPeng P7 models delivered in the fourth quarter support XPILOT 2.5 or XPILOT 3.0, which is also more conducive to revenue growth.</p><p>XPeng once mentioned in the prospectus that its goal is to diversify revenue sources and profit opportunities by providing software systems, hoping to<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Software sales can increase gross profit margins. He XPeng also pointed out at the financial report that higher-level fees will be adopted for higher-level XPILOT in the future.</p><p><b>2</b></p><p><b>Losses Continue, Mixed Blessings</b></p><p>Although the \"top three new cars\" have achieved positive gross profit margins through various methods, behind the glory, it is still difficult to hide the current loss status.</p><p>Judging from the net loss in 2020, Nio lost 5.304 billion yuan, XPeng lost 2.732 billion yuan, and Ideal lost 152 million yuan.</p><p>In<a href=\"https://laohu8.com/S/601211\">Guotai Junan</a>According to Zhang Xin, chief automotive analyst, although car companies have achieved positive gross profit margins by selling points, controlling costs and even managing money, in the face of huge R&D, market operation and other expenditures, \"this method is still a mantis arm blocking the car, which cannot become a long-term strategy for car companies.\"</p><p>Jia Xinguang believes that if car companies want to make profits, they must achieve economies of scale. \"It is difficult for the three new car-making forces to achieve profitability because the sales volume is insufficient. Only when the quantity increases can the positive effect of gross profit margin be maximized, thereby offsetting expenditures and gathering sand into a tower.\"</p><p>according to<a href=\"https://laohu8.com/S/002736\">Guosen Securities</a>According to the published research report, in order to achieve profitability, Nio's sales volume must reach 180,000 vehicles, ideally 60,000 vehicles, and XPeng's sales volume must reach 120,000 vehicles. Last year, the sales of the three were 43,700, 32,600 and 27,000.</p><p>He XPeng once said in an interview with the media, \"Although XPeng Automobile has invested heavily in research and development, it can achieve breakeven by delivering 10,000 vehicles per month.\"</p><p><img src=\"https://static.tigerbbs.com/e836904dc43fb7dff0587ddf56e78912\" tg-width=\"550\" tg-height=\"385\" referrerpolicy=\"no-referrer\">Image source: Ideal Official</p><p>When the problem of profitability still exists, the question of capital bubble is rampant again, and the stock price of new forces is directly \"cut in half\".</p><p>In this regard,<a href=\"https://laohu8.com/S/000776\">GF Securities</a>Relevant investors told Future Auto Daily that in addition to general environmental factors such as the overall correction of U.S. stocks, the decline in stock prices is determined by the overall valuation of the three companies and the liquidity of the entire market. \"The financial report reflects the overall performance of a company last year, while the stock price reflects the company's future expectations. From this point, it can be seen that the decline in the stock prices of the three companies represents that their market performance last year was difficult to support the expectations of the capital market.\" The above-mentioned investors further explained.</p><p>At the same time, the transformation of traditional car companies has also allowed investors to see another possibility. \"Shareholders are still happy to listen to stories, and the better the story, the more willing investors are to pay for it.\" Zhang Xin told Future Auto Daily.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-03-11/doc-ikknscsi1516048.shtml\">36氪</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b969a764d1d5371718197ffcfdb41f02","relate_stocks":{"XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-03-11/doc-ikknscsi1516048.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118898380","content_text":"随着3月8日小鹏汽车2020年财报的出炉，至此，蔚来、理想和小鹏三家在美股上市的造车新势力均已公布2020年成绩单。\n财报数据显示，2020年，蔚来营收162.58亿人民币，同比增长107.77%；理想实现营收94.61亿人民币，同比增长3231.33%；小鹏营收58.44亿人民币，同比增长151.79%。\n不过在亮眼财报的背后，虽然蔚来、理想和小鹏均实现了毛利率转正，告别了“卖一辆亏一辆”的窘境，但是自今年2月份以来，曾经节节攀升的股价却接连下跌。\n根据未来汽车日报统计，截至3月11日上午收盘，蔚来、理想和小鹏的股价均呈腰斩之势。其中，蔚来的股价为41.32美元，较最高点66.99美元下跌44.49%；理想汽车报收于23.34美元，较最高点的47.7美元跌去51.06%；小鹏汽车股价30.7美元，较最高点的74.49美元下跌58.78%。\n与此同时，在2021年的前两个月，三家的交付量也都出现了一定程度的下滑。1月，蔚来交付量为7225辆，2月交付5578辆；小鹏汽车1月交付量为6015辆，2月交付量仅为2223辆；理想汽车两个月的交付量则分别为5379辆和2300辆。\n嗅觉敏锐的投资机构似乎早已感知到这池“春江水”的寒意。\n2020年第四季度，高瓴资本将其持有的约241万股蔚来股票、160万股理想股票和约90万股小鹏股票悉数清仓，上演了一出“资本撤离”的大戏。耐人寻味的是，在清仓三只股票后，今年2月，高瓴资本转身参与了比亚迪新一轮定增。\n如今在资本市场一半海水，一半火焰的裹挟下，新造车们看似成绩斐然，实际上考验仍在继续。\n1\n花式赚钱，告别亏本卖车\n在蔚来、理想和小鹏三家的财报中，最亮眼的成绩则是在2020财年，都实现了毛利率转正，这也意味着三者“卖车亏钱”的局面得到了扭转。\n未来汽车日报制表\n其中，蔚来2020年全年毛利率为11.52%；并且蔚来第四季度毛利率高于全年水平，为17.2%。但值得注意的是，蔚来第四季度毛利率的提升，“卖积分”占据着一定的功劳。\n蔚来财务副总裁曲玉在电话会议中提到，蔚来第四季度积分销售毛利为1.2亿元，对毛利率的贡献为1.8%，帮助改善了综合毛利，并且积分还会持续给蔚来“造血”。\n蔚来创始人、董事长兼CEO李斌曾透露，2020年蔚来产生的积分达20万个，将在2021年进行销售。加之当前的积分价格呈上升态势，意味着通过卖积分也能获得一笔可观的收入。\n事实上，靠积分赚钱的不止蔚来，另一边特斯拉早已赚得盆满钵满。根据特斯拉财报，近五年，靠出售碳排放额度，特斯拉获利超过33亿美元。特斯拉2020年财报显示，2020年特斯拉碳交易收入达到15.8亿美元，成为支撑公司业绩的最大助力，直接帮助特斯拉实现首次年度盈利。\n除了蔚来，以“成本控制”闻名的理想也在2020年实现毛利率转正，其全年公司毛利率为16.4%，第四季度毛利率为17.5%。此外，理想汽车Q4季度净利润为1.075亿元人民币，公司也首次实现季度利润为正。\n理想汽车CFO李铁在电话会议中透露，第四季度毛利转正主要得益于短期理财产品投资产生收益。他预计，2021年随着产量提升、BOM成本下降以及制造费用下降，毛利将达到19%-20%。\n汽车行业分析师贾新光向未来汽车日报分析称，对于目前旗下只有一款车型的理想来说，相较于有三款车在交付的蔚来，更容易控制生产成本。\n图片来源:小鹏官方\n最后一家公布财报的小鹏汽车，2020年毛利率为4.6%，第四季度毛利率为7.4%，虽然相较于蔚来和理想，小鹏的毛利率较低，但也对外透露出了积极的信号。\n与蔚来卖积分，理想投资理财产品提升毛利率不同，小鹏则是通过“车+XPILOT”辅助驾驶捆绑的形式，带动毛利率的提升。\n2020年第四季度，小鹏P7交付量达8527辆，较2020年第三季度6210辆增长了37.3%。与此同时，四季度已交付的小鹏P7中，95%的车型支持XPILOT 2.5或XPILOT 3.0，也更加有利于收益的增长。\n小鹏曾在招股书中提及，其目标是通过提供软件系统，使收入来源和盈利机会多样化，希望智能软件的销售能提高毛利率。何小鹏也在财报会指出，未来会针对于更高等级的XPILOT采取更高等级的收费。\n2\n亏损继续，喜忧参半\n“新造车三强”虽然通过各种方式实现了毛利率转正，但风光背后，依旧难掩亏损现状。\n从2020年净亏损情况来看，其中，蔚来亏损53.04亿元，小鹏亏损27.32亿元，理想则亏损1.52亿元。\n在国泰君安首席汽车分析师张欣看来，车企虽然通过卖积分、控制成本甚至理财等方法实现了毛利率转正，但在庞大的研发、市场运营等支出面前，“这种方法依然是螳臂挡车，并不能成为车企的长久之策”。\n贾新光认为，车企想要盈利，就必须实现规模效益。“三家造车新势力难以实现盈利是因为销量规模不足，只有当数量上去之后，毛利率转正的效应才能发挥到最大化，从而抵消支出，聚沙成塔。”\n根据国信证券发布的研报，要想实现盈利，蔚来的销量规模要达到18万辆，理想应达到6万辆，小鹏要达到12万辆。而去年，三者的销量则为4.37万辆、3.26万辆和2.7万辆。\n何小鹏曾在接受媒体采访时表示，“小鹏汽车虽然在研发上进行高投入，但月交付1万辆车可以实现盈亏平衡。”\n图片来源：理想官方\n当盈利的难题依然存在，资本泡沫的质疑也再次甚嚣尘上，新势力也出现股价直接“腰斩”的情况。\n对此，广发证券相关投资人士对未来汽车日报表示，除了美股整体回调等大环境因素之外，股价的下跌是由三家公司的整体估值和整个市场流动性决定的。“财报反映的是一家公司去年整体一年的表现，股价则体现的是公司未来的预期，从这点可以看出，三家公司股价下跌代表着其去年的市场表现难以支撑资本市场的预期。”上述投资人士进一步解释道。\n与此同时，传统车企们的转型发车，也让投资人们看到另一种可能。“股民们依然乐忠于听故事，且这个故事越美好，股民就越愿意为其买单。”张欣对未来汽车日报表示。","news_type":1,"symbols_score_info":{"LI":0.9,"XPEV":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328340694,"gmtCreate":1615501838818,"gmtModify":1704783657554,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328340694","repostId":"1163010883","repostType":4,"repost":{"id":"1163010883","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1615483695,"share":"https://ttm.financial/m/news/1163010883?lang=en_US&edition=fundamental","pubTime":"2021-03-12 01:28","market":"us","language":"zh","title":"The \"Korean Amazon\" Coupang is here! It rose 84% on the first day","url":"https://stock-news.laohu8.com/highlight/detail?id=1163010883","media":"老虎资讯综合","summary":"韩国电商巨头Coupang今日正式在纽约证券交易所挂牌交易，上市首日大涨84%。Coupang预计，到2024年，网购消费将从2019年的2600美元增加到4300美元。2020年，Coupang的净收入总额大幅增长。而在2020年，Coupang的净收入总额接近1200万美元，几乎在一年内翻倍。Coupang的净收入仍为负数。好消息是，Coupang一直在减少亏损。如果Coupang继续保持这一趋势，投资者将有望在未来几年看到利润。这可能使Coupang股票成为一个长期的机会。Coupang计划通过发展平台和产品来改善财务状况。","content":"<p>South Korean e-commerce giant Coupang officially listed on the new york Stock Exchange today, rising 84% on its first day of listing.</p><p><img src=\"https://static.tigerbbs.com/349ea3151aa479cbf7ebe46af4c5b237\" tg-width=\"828\" tg-height=\"1792\"></p><p>SoftBank began investing in this e-commerce company in 2015, when it invested US $1 billion, and invested another US $2 billion in November 2018, which caused its valuation to soar from US $5 billion to US $9 billion. It was once called Korean version<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>。 According to the prospectus, after the listing, SoftBank's SVF Investments (UK) Limited will hold 33.1% of the company's shares. Based on a valuation of $58.3 billion, the market value of this part of the equity is about $19.2 billion.</p><p><img src=\"https://static.tigerbbs.com/ddc62aed46961bd66b5dcb8b5d930a16\" tg-width=\"688\" tg-height=\"440\" referrerpolicy=\"no-referrer\"><b>Coupang Market Overview</b></p><p><b>South Korea is the fourth largest economy in Asia and the 12th largest in the world, with a GDP of $1.6 trillion. However, while Coupang is South Korea's largest product-based e-commerce platform, it still accounts for a small percentage of retail, grocery, consumer food services and travel spending.</b></p><p><b>According to Coupang's prospectus, this market totaled $470 billion in 2019 and is expected to reach $534 billion by 2024. Among them, e-commerce accounted for US $128 billion in the total in 2019, and is expected to reach US $206 billion by 2024, with a compound annual growth rate of approximately 10%. Coupang predicts that online shopping spending will increase from $2,600 in 2019 to $4,300 by 2024.</b></p><p><b>Due to the COVID-19 pandemic in 2020, coupled with the accelerated application of new technologies in Korea, Coupang has grown significantly, which we can see from the company's financial situation.</b></p><p><b>Coupang Financial Data</b></p><p><b>On the one hand, the company's revenue is growing. In 2020, Coupang's total net revenue increased significantly. In 2018, the company had revenue of $4 million. In 2019, that figure increased to about $6.3 million, a 60% increase. And in 2020, Coupang's total net income was close to $12 million, almost doubling in a year.</b></p><p><b>But on the other hand, the company is not yet profitable. Coupang's net revenue remains negative. The good news is that Coupang has been cutting its losses. In 2018, Coupang's net loss was close to $1.1 billion. In 2019, the company managed to cut it below $700 million. In 2020, the net loss was $475 million.</b></p><p><img src=\"https://static.tigerbbs.com/b3ba7cd01c6a99392b59738f35e7c466\" tg-width=\"688\" tg-height=\"398\" referrerpolicy=\"no-referrer\"><b>If Coupang continues this trend, investors will be expected to see profits in the coming years. This could make Coupang stock a long-term opportunity. Coupang plans to improve its finances by growing its platform and products. As a strong growth company, we are optimistic about its future growth prospects, and the investment opportunities are not limited to IPO. Coupang stock will have a good chance of success. I'm keeping an eye...</b></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>The \"Korean Amazon\" Coupang is here! It rose 84% on the first day</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe \"Korean Amazon\" Coupang is here! It rose 84% on the first day\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-12 01:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>South Korean e-commerce giant Coupang officially listed on the new york Stock Exchange today, rising 84% on its first day of listing.</p><p><img src=\"https://static.tigerbbs.com/349ea3151aa479cbf7ebe46af4c5b237\" tg-width=\"828\" tg-height=\"1792\"></p><p>SoftBank began investing in this e-commerce company in 2015, when it invested US $1 billion, and invested another US $2 billion in November 2018, which caused its valuation to soar from US $5 billion to US $9 billion. It was once called Korean version<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>。 According to the prospectus, after the listing, SoftBank's SVF Investments (UK) Limited will hold 33.1% of the company's shares. Based on a valuation of $58.3 billion, the market value of this part of the equity is about $19.2 billion.</p><p><img src=\"https://static.tigerbbs.com/ddc62aed46961bd66b5dcb8b5d930a16\" tg-width=\"688\" tg-height=\"440\" referrerpolicy=\"no-referrer\"><b>Coupang Market Overview</b></p><p><b>South Korea is the fourth largest economy in Asia and the 12th largest in the world, with a GDP of $1.6 trillion. However, while Coupang is South Korea's largest product-based e-commerce platform, it still accounts for a small percentage of retail, grocery, consumer food services and travel spending.</b></p><p><b>According to Coupang's prospectus, this market totaled $470 billion in 2019 and is expected to reach $534 billion by 2024. Among them, e-commerce accounted for US $128 billion in the total in 2019, and is expected to reach US $206 billion by 2024, with a compound annual growth rate of approximately 10%. Coupang predicts that online shopping spending will increase from $2,600 in 2019 to $4,300 by 2024.</b></p><p><b>Due to the COVID-19 pandemic in 2020, coupled with the accelerated application of new technologies in Korea, Coupang has grown significantly, which we can see from the company's financial situation.</b></p><p><b>Coupang Financial Data</b></p><p><b>On the one hand, the company's revenue is growing. In 2020, Coupang's total net revenue increased significantly. In 2018, the company had revenue of $4 million. In 2019, that figure increased to about $6.3 million, a 60% increase. And in 2020, Coupang's total net income was close to $12 million, almost doubling in a year.</b></p><p><b>But on the other hand, the company is not yet profitable. Coupang's net revenue remains negative. The good news is that Coupang has been cutting its losses. In 2018, Coupang's net loss was close to $1.1 billion. In 2019, the company managed to cut it below $700 million. In 2020, the net loss was $475 million.</b></p><p><img src=\"https://static.tigerbbs.com/b3ba7cd01c6a99392b59738f35e7c466\" tg-width=\"688\" tg-height=\"398\" referrerpolicy=\"no-referrer\"><b>If Coupang continues this trend, investors will be expected to see profits in the coming years. This could make Coupang stock a long-term opportunity. Coupang plans to improve its finances by growing its platform and products. As a strong growth company, we are optimistic about its future growth prospects, and the investment opportunities are not limited to IPO. Coupang stock will have a good chance of success. I'm keeping an eye...</b></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2e7baf4791880ec622a52ef407c55afe","relate_stocks":{"CPNG":"Coupang, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163010883","content_text":"韩国电商巨头Coupang今日正式在纽约证券交易所挂牌交易，上市首日大涨84%。软银从2015年起开始向这家电商公司投资，当时投资了10亿美元，2018年11月再加码投资20亿美元，这使得其估值从50亿美元一下子飙升到90亿美元，一度被称为韩国版亚马逊。招股书显示，上市后，软银旗下SVF Investments (UK) Limited将持有该公司33.1%的股权。按583亿美元的估值计算，这部分股权市值约为192亿美元。Coupang 市场概况韩国是亚洲第四大经济体，全球第12大经济体，GDP为1.6万亿美元。然而，尽管Coupang是韩国最大的产品类电商平台，但它在零售、食品杂货、消费者餐饮服务和旅游支出中所占比例仍然很小。根据Coupang的招股说明书，2019年这一市场总额为4700亿美元，预计到2024年将达到5340亿美元。其中，2019年电商在总额中的占比为1280亿美元，预计到2024年将达到2060亿美元，大约10%的复合年增长率。Coupang预计，到2024年，网购消费将从2019年的2600美元增加到4300美元。由于2020年的新冠疫情，加上韩国在新技术上的运用加速，Coupang增长显著，我们可以从公司的财务状况上看到。Coupang 财务数据一方面，公司的收入不断增长。2020年，Coupang的净收入总额大幅增长。2018年，该公司的收入为400万美元。2019年，这一数字增至约630万美元，增长了60%。而在2020年，Coupang的净收入总额接近1200万美元，几乎在一年内翻倍。但另一方面，该公司还没有盈利。Coupang的净收入仍为负数。好消息是，Coupang一直在减少亏损。2018年，Coupang的净亏损接近11亿美元。2019年，该公司成功将其削减至7亿美元以下。2020年，净亏损为4.75亿美元。如果Coupang继续保持这一趋势，投资者将有望在未来几年看到利润。这可能使Coupang股票成为一个长期的机会。Coupang计划通过发展平台和产品来改善财务状况。作为一家强劲成长的企业，我们看好它未来的增长前景，投资的机会不止于IPO。Coupang股票将有很大的成功机会。持续关注中......","news_type":1,"symbols_score_info":{"CPNG":0.9}},"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":340214501,"gmtCreate":1617416757703,"gmtModify":1704699527156,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/340214501","repostId":"1111944043","repostType":4,"repost":{"id":"1111944043","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1617374206,"share":"https://ttm.financial/m/news/1111944043?lang=en_US&edition=fundamental","pubTime":"2021-04-02 22:36","market":"us","language":"zh","title":"Nio: ET7's first production line body officially rolls off the assembly line","url":"https://stock-news.laohu8.com/highlight/detail?id=1111944043","media":"老虎资讯综合","summary":"配备激光雷达，续航超过1000km的蔚来ET7在NIO Day发布后，便吸引了众多目光关注。就在昨日，ET7的首台生产线车身，已经在蔚来合肥先进制造基地正式下线。生产线车身是指车身结构件及覆盖件焊接总","content":"<p>The Nio ET7, equipped with lidar and with a battery life of more than 1,000 km, attracted a lot of attention after its release on NIO Day.</p><p>Just yesterday, the first production line body of ET7 was officially rolled off the assembly line at the advanced manufacturing base in Hefei, Nio. The production line body refers to the welding assembly of the body structural parts and cover parts. This is a very important part of the ET7 in the process of verifying the manufacturing process (Confirmation Build). It can fully identify and solve the problems of the body in the manufacturing stage, and will play a positive role in the future ET7 production. Continuous promotion has a positive effect.</p><p>At the same time, a new welding production line specially built by Hefei Advanced Manufacturing Base for ET7 will also be officially put into use.</p><p><img src=\"https://static.tigerbbs.com/4a2a759fc9f97a8c5bca7f8bd58a25be\" tg-width=\"864\" tg-height=\"837\" referrerpolicy=\"no-referrer\"></p><p>In addition, Nio announced delivery data for the first quarter yesterday. The data showed that Nio delivered a total of 20,060 units in the first quarter of 2021, exceeding 20,000 units in a single quarter for the first time. In March, 7,257 units were delivered, a year-on-year increase of 373.4%, setting another single-month delivery record. The number of deliveries reached a new high.</p><p><img src=\"https://static.tigerbbs.com/08086c64422723bd1eac0b8dd4ac90a0\" tg-width=\"412\" tg-height=\"748\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio: ET7's first production line body officially rolls off the assembly line</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio: ET7's first production line body officially rolls off the assembly line\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-04-02 22:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The Nio ET7, equipped with lidar and with a battery life of more than 1,000 km, attracted a lot of attention after its release on NIO Day.</p><p>Just yesterday, the first production line body of ET7 was officially rolled off the assembly line at the advanced manufacturing base in Hefei, Nio. The production line body refers to the welding assembly of the body structural parts and cover parts. This is a very important part of the ET7 in the process of verifying the manufacturing process (Confirmation Build). It can fully identify and solve the problems of the body in the manufacturing stage, and will play a positive role in the future ET7 production. Continuous promotion has a positive effect.</p><p>At the same time, a new welding production line specially built by Hefei Advanced Manufacturing Base for ET7 will also be officially put into use.</p><p><img src=\"https://static.tigerbbs.com/4a2a759fc9f97a8c5bca7f8bd58a25be\" tg-width=\"864\" tg-height=\"837\" referrerpolicy=\"no-referrer\"></p><p>In addition, Nio announced delivery data for the first quarter yesterday. The data showed that Nio delivered a total of 20,060 units in the first quarter of 2021, exceeding 20,000 units in a single quarter for the first time. In March, 7,257 units were delivered, a year-on-year increase of 373.4%, setting another single-month delivery record. The number of deliveries reached a new high.</p><p><img src=\"https://static.tigerbbs.com/08086c64422723bd1eac0b8dd4ac90a0\" tg-width=\"412\" tg-height=\"748\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aeb06dc1c36261473ead8873ac0bf768","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111944043","content_text":"配备激光雷达，续航超过1000km的蔚来ET7在NIO Day发布后，便吸引了众多目光关注。就在昨日，ET7的首台生产线车身，已经在蔚来合肥先进制造基地正式下线。生产线车身是指车身结构件及覆盖件焊接总成，这是ET7在验证生产制造流程（Confirmation Build）过程中非常重要的一环，可以充分识别并解决车身在制造阶段的问题，对未来ET7生产的持续推进有着积极的作用。同时，合肥先进制造基地为ET7专门打造的全新焊装生产线也将正式投入使用。此外，蔚来昨日公布了一季度交付数据，数据显示蔚来2021年第一季度累计交付20,060台，单季交付首次突破两万台，3月交付7,257台，同比增长373.4%，再创单月交付数新高。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340046780,"gmtCreate":1617325731040,"gmtModify":1704698773563,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/340046780","repostId":"1185840581","repostType":4,"isVote":1,"tweetType":1,"viewCount":3240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340815958,"gmtCreate":1617371028274,"gmtModify":1704699261744,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","listText":"?//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","text":"?//@EstherPang: Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/340815958","repostId":"2123781802","repostType":4,"repost":{"id":"2123781802","kind":"news","pubTimestamp":1617268992,"share":"https://ttm.financial/m/news/2123781802?lang=en_US&edition=fundamental","pubTime":"2021-04-01 17:23","market":"us","language":"en","title":"5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick","url":"https://stock-news.laohu8.com/highlight/detail?id=2123781802","media":"Zacks","summary":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering in","content":"<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.</p>\n<p>IoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.</p>\n<p>IoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.</p>\n<p>Rapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.</p>\n<p>Moreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.</p>\n<p>Proliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.</p>\n<p>Notably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.</p>\n<h3>New Normal Trends Aid IoT Growth Avenues</h3>\n<p>The growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.</p>\n<p>Moreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.</p>\n<p>Further, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.</p>\n<p>Despite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of <b><a href=\"https://laohu8.com/S/EFFE\">Global X</a> Internet of Things ETF</b> (SNSR), which has gained 80.4% in the past year compared with the <b>SPDR S&amp;P 500 ETF Trust</b>'s (SPY) growth of 7.8%.</p>\n<p>Per a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.</p>\n<p>Here we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&amp;P 500 composite in the past year.</p>\n<h3>Past Year Price Performance</h3>\n<p><img src=\"https://static.tigerbbs.com/431c5cb0a5d51feafc57d1b6ae3549bf\" tg-width=\"620\" tg-height=\"324\" referrerpolicy=\"no-referrer\"><b>NXP Semiconductors N.V.</b> NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.</p>\n<p>The company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.</p>\n<p>The company, currently sporting a Zacks Rank #1 (Strong Buy), acquired <b>Marvell</b>’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see <b>the complete list of today’s Zacks #1 Rank stocks here</b>.</p>\n<p>The company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.</p>\n<p><b>Rockwell Automation</b> ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.</p>\n<p>The company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.</p>\n<p>Markedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.</p>\n<p>Moreover, the company’s alliance with <b>PTC</b> PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.</p>\n<p>Also, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.</p>\n<p><b>Qorvo </b>QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.</p>\n<p>In the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.</p>\n<p>The company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.</p>\n<p>The new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.</p>\n<p>The Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.</p>\n<p><b>Skyworks Solutions</b> SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.</p>\n<p>In fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.</p>\n<p>Further, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.</p>\n<p>The company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.</p>\n<p>The Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.</p>\n<p><b>Arrow Electronics</b> ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.</p>\n<p>Arrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.</p>\n<p>The company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.</p>\n<p>The Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.</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>5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick</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\">\n5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-01 17:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85ada12395dec31463865034e7cef52c","relate_stocks":{"ARW":"艾睿","ROK":"罗克韦尔自动化","NXPI":"恩智浦","QRVO":"Qorvo, Inc.","SWKS":"思佳讯"},"source_url":"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123781802","content_text":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.\nIoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.\nIoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.\nRapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.\nMoreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.\nProliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.\nNotably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.\nNew Normal Trends Aid IoT Growth Avenues\nThe growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.\nMoreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.\nFurther, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.\nDespite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of Global X Internet of Things ETF (SNSR), which has gained 80.4% in the past year compared with the SPDR S&P 500 ETF Trust's (SPY) growth of 7.8%.\nPer a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.\nHere we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&P 500 composite in the past year.\nPast Year Price Performance\nNXP Semiconductors N.V. NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.\nThe company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.\nThe company, currently sporting a Zacks Rank #1 (Strong Buy), acquired Marvell’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see the complete list of today’s Zacks #1 Rank stocks here.\nThe company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.\nRockwell Automation ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.\nThe company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.\nMarkedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.\nMoreover, the company’s alliance with PTC PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.\nAlso, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.\nQorvo QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.\nIn the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.\nThe company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.\nThe new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.\nThe Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.\nSkyworks Solutions SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.\nIn fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.\nFurther, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.\nThe company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.\nThe Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.\nArrow Electronics ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.\nArrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.\nThe company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.\nThe Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.","news_type":1,"symbols_score_info":{"ROK":0.9,"QRVO":0.9,"NXPI":0.9,"SWKS":0.9,"ARW":0.9}},"isVote":1,"tweetType":1,"viewCount":2681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353149740,"gmtCreate":1616473639280,"gmtModify":1704794551928,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/353149740","repostId":"2121091121","repostType":4,"isVote":1,"tweetType":1,"viewCount":2238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340076919,"gmtCreate":1617326249131,"gmtModify":1704698785202,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","listText":"//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","text":"//@EstherPang: Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340076919","repostId":"2123781802","repostType":4,"repost":{"id":"2123781802","kind":"news","pubTimestamp":1617268992,"share":"https://ttm.financial/m/news/2123781802?lang=en_US&edition=fundamental","pubTime":"2021-04-01 17:23","market":"us","language":"en","title":"5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick","url":"https://stock-news.laohu8.com/highlight/detail?id=2123781802","media":"Zacks","summary":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering in","content":"<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.</p>\n<p>IoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.</p>\n<p>IoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.</p>\n<p>Rapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.</p>\n<p>Moreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.</p>\n<p>Proliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.</p>\n<p>Notably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.</p>\n<h3>New Normal Trends Aid IoT Growth Avenues</h3>\n<p>The growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.</p>\n<p>Moreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.</p>\n<p>Further, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.</p>\n<p>Despite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of <b><a href=\"https://laohu8.com/S/EFFE\">Global X</a> Internet of Things ETF</b> (SNSR), which has gained 80.4% in the past year compared with the <b>SPDR S&amp;P 500 ETF Trust</b>'s (SPY) growth of 7.8%.</p>\n<p>Per a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.</p>\n<p>Here we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&amp;P 500 composite in the past year.</p>\n<h3>Past Year Price Performance</h3>\n<p><img src=\"https://static.tigerbbs.com/431c5cb0a5d51feafc57d1b6ae3549bf\" tg-width=\"620\" tg-height=\"324\" referrerpolicy=\"no-referrer\"><b>NXP Semiconductors N.V.</b> NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.</p>\n<p>The company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.</p>\n<p>The company, currently sporting a Zacks Rank #1 (Strong Buy), acquired <b>Marvell</b>’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see <b>the complete list of today’s Zacks #1 Rank stocks here</b>.</p>\n<p>The company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.</p>\n<p><b>Rockwell Automation</b> ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.</p>\n<p>The company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.</p>\n<p>Markedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.</p>\n<p>Moreover, the company’s alliance with <b>PTC</b> PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.</p>\n<p>Also, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.</p>\n<p><b>Qorvo </b>QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.</p>\n<p>In the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.</p>\n<p>The company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.</p>\n<p>The new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.</p>\n<p>The Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.</p>\n<p><b>Skyworks Solutions</b> SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.</p>\n<p>In fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.</p>\n<p>Further, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.</p>\n<p>The company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.</p>\n<p>The Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.</p>\n<p><b>Arrow Electronics</b> ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.</p>\n<p>Arrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.</p>\n<p>The company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.</p>\n<p>The Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.</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>5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick</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\">\n5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-01 17:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85ada12395dec31463865034e7cef52c","relate_stocks":{"ARW":"艾睿","ROK":"罗克韦尔自动化","NXPI":"恩智浦","QRVO":"Qorvo, Inc.","SWKS":"思佳讯"},"source_url":"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123781802","content_text":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.\nIoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.\nIoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.\nRapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.\nMoreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.\nProliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.\nNotably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.\nNew Normal Trends Aid IoT Growth Avenues\nThe growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.\nMoreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.\nFurther, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.\nDespite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of Global X Internet of Things ETF (SNSR), which has gained 80.4% in the past year compared with the SPDR S&P 500 ETF Trust's (SPY) growth of 7.8%.\nPer a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.\nHere we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&P 500 composite in the past year.\nPast Year Price Performance\nNXP Semiconductors N.V. NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.\nThe company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.\nThe company, currently sporting a Zacks Rank #1 (Strong Buy), acquired Marvell’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see the complete list of today’s Zacks #1 Rank stocks here.\nThe company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.\nRockwell Automation ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.\nThe company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.\nMarkedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.\nMoreover, the company’s alliance with PTC PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.\nAlso, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.\nQorvo QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.\nIn the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.\nThe company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.\nThe new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.\nThe Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.\nSkyworks Solutions SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.\nIn fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.\nFurther, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.\nThe company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.\nThe Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.\nArrow Electronics ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.\nArrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.\nThe company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.\nThe Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.","news_type":1,"symbols_score_info":{"ROK":0.9,"QRVO":0.9,"NXPI":0.9,"SWKS":0.9,"ARW":0.9}},"isVote":1,"tweetType":1,"viewCount":2166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350718473,"gmtCreate":1616289047992,"gmtModify":1704792611425,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350718473","repostId":"2121456431","repostType":4,"repost":{"id":"2121456431","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1616287967,"share":"https://ttm.financial/m/news/2121456431?lang=en_US&edition=fundamental","pubTime":"2021-03-21 08:52","market":"us","language":"zh","title":"Soared 19 times in 6 months! This chip stock is completely on fire, what is the origin?","url":"https://stock-news.laohu8.com/highlight/detail?id=2121456431","media":"券商中国","summary":"据悉，阿瓦隆A1246矿机算力为90T，是效率最高的矿机之一。此次交易金额达271.3万美元。矿机将分3次交付，预计3月交付300台，5月交付50台，8月交付250台。不过，有说法称，该“矿场”，是俄军和私人投资者分成的。挖矿行业每年新增收入或达1000亿各种矿场的建立，显著的拉动了对矿机的需求，作为矿机生产商的嘉楠科技备受基金经理宠幸。比特币挖矿行业的年新增收入或超过100","content":"<p>Since the emergence of mining machine chip stocks, fund managers have many more reasons to buy Bitcoin. Affected by the continuous rise in Bitcoin prices, Chinese concept stocks, which are mainly engaged in the mining machine chip business, have become the darling in the eyes of fund managers.</p><p><b>As of the close on March 20, Beijing time, Chinese concept stocks listed in the United States<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>The stock price fell 4.5%. As of March 20, Canaan Technology's stock price has increased by more than 5 times this year, and 15 times in the last six months. During this period, the highest stock price has increased by 19 times. After a week of continuous corrections, as of March 20, the current market value has fallen back to 28.4 billion yuan.</b></p><p><a href=\"https://laohu8.com/S/06178\">Everbright Securities</a>Said that the mining industry is expected to add 18 billion US dollars in revenue every year. Canaan Technology is currently<a href=\"https://laohu8.com/S/00981\">SMIC</a>The main customers of N+1 advanced manufacturing process have cooperated in the production of new mining machines (90TH/s), and have achieved batch spot shipments. The annual output is expected to exceed 400,000 units.</p><p><b>Bitcoin prices are far away from mining costs, and demand for mining machines is hot</b></p><p>If fund managers directly buy Bitcoin, it may make prudent traditional investors feel ridiculous, but it seems much more logical to share Bitcoin's market by buying \"AI chip company stocks\".</p><p>As of the close on March 20, Beijing time, Canaan Technology, a Chinese concept stock listed in the United States, fell 4.5%. After the stock hit a new high on March 12, it has been pulling back for a week. According to the data, the stock price of Canaan Technology has increased by more than 5 times this year. The stock price increase in the last six months has reached 15 times based on the closing price on March 20th. If calculated based on March 12th, it will reach a maximum of 19 times. The market value of Canaan Technology after the current decline is 28.4 billion yuan.</p><p>Headquartered in Beijing, Canaan Technology is a company engaged in independent AI chip research and development and providing high-performance computing services. To be more accurate, Canaan Technology is a mining machine research and development company in Bitcoin. About 90% of the company's revenue comes from mining machine chips and related businesses. Mining machines are the most basic link in Bitcoin's ecosystem.</p><p>The hot price of Bitcoin continues to rise, which has significantly driven the demand for mining.</p><p>\"The higher the price, the greater the benefits of mining. After the price in Bitcoin falls below US $5,000, the mining machines can't be sold, and even the cost of electricity is very difficult.\" An investor who owns a mine in Bitcoin in South China told a brokerage China reporter at an exchange meeting that the sales of mining machines in Bitcoin are directly affected by the price in Bitcoin. If the price in Bitcoin is too low, it will impact the cost of mining.</p><p>According to the market on March 18th, the latest price of Bitcoin remained around US $58,000, which is a very attractive price for mining investors, which means that the price of Bitcoin is much higher than the cost of mining.</p><p>The high price situation has stimulated the sales of Bitcoin mining machines.</p><p>On March 2 this year, cryptocurrency mining company IntegratedVenturesInc announced the purchase of 600 Avalon A1246 mining machines (Avalon 1246) produced by Canaan Technology. It is reported that the Avalon A1246 mining machine has a computing power of 90T and is one of the most efficient mining machines. The transaction amounted to US $2.713 million. The mining machines will be delivered in three installments, with 300 units expected to be delivered in March, 50 units in May, and 250 units in August.</p><p>On January 27 this year, when the Bitcoin price remained around US $35,000, Bitcoin's mining machines were already very easy to sell. According to the official public account of Canaan, on January 27 this year, Canaan Technology signed an order for 6,000 Avalon mining machines with the mining giant CoreScientific, and reached a cooperation intention with the start-up company DroneEnergy in the procurement of mining machines. Prior to this, Canaan Technology also signed a purchase order for 6,400 mining machines with HIVEBlockChain.</p><p><b>Bitcoin has helped mining machinery companies a lot by institutional sweeping goods</b></p><p>Institutional investors in traditional industries have entered the market to sweep Bitcoin, raising the price of Bitcoin and staying away from the cost of mining, which has helped mining machinery companies a lot.</p><p>On March 18, Hong Kong stock listed companies<a href=\"https://laohu8.com/S/01357\">Meitu Corporation</a>It was announced that the subsidiary MiracleVision further purchased in open market transactions on March 17, 2021 under the cryptocurrency investment plan: 16,000 units of Ethereum (purchased according to Ethereum), with a total consideration of approximately US $28.4 million; Bitcoin of approximately 386.09 units (purchased pursuant to Bitcoin) for a total consideration of approximately $21.6 million. As of the date of the announcement, Meitu has accumulated net purchases of cryptocurrency worth approximately US $90 million.</p><p>Previously, on March 5, Meitu announced that it would purchase 15,000 units of Ethereum and 379.12 units of Bitcoin in open market transactions, with total considerations of approximately US $22.1 million and US $17.9 million respectively.</p><p>Meitu said in the announcement that these purchases were made in accordance with a cryptocurrency investment plan previously approved by the company's board of directors, according to which the group plans to purchase cryptocurrencies with a net amount of no more than US $100 million, which is funded by the company's existing cash reserves. Subsequently, the company's board of directors will implement the cryptocurrency investment plan as appropriate according to the situation of the cryptocurrency market.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>A report by strategist Nikolaos Panigirtzoglou shows that so far, retail investors have bought more than 187,000 Bitcoin, while institutional investors have bought approximately 172,684 Bitcoin.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>A new investor report written by the wealth management department of the company on March 17 outlined cryptocurrencies as an emerging investable asset class. The report said: For speculative investments to rise to the level of investable asset classes and play a role in a diversified portfolio, transformative progress will be needed on both supply and demand sides.</p><p>The change in institutional attitude towards Bitcoin assets is unexpected. according to<a href=\"https://laohu8.com/S/CME\">Chicago Mercantile Exchange</a>According to the group's data, as of February 2021, the open position of Bitcoin futures has increased by at least 100% for eight consecutive months, and the capital involved in these contracts has increased exponentially at an annual rate of 145%, from US $156 million at the end of February 2020 to US $2.34 billion a year later. The increase is more than three times the 425% increase in prices in Bitcoin last year. This also further reflects the demand of institutional investors for this asset class, which has reached unprecedented levels.</p><p>Now that the price of Bitcoin has risen to more than $50,000, investors' interest in trading Bitcoin has greatly increased, which has also made it profitable for investors in mines digging Bitcoin. This means that every Bitcoin dug up can be supplied to investors in the secondary market at a price of more than 50,000 US dollars.</p><p>According to news on March 18, Pakistan's Khyber Pakhtunkhwa province plans to establish two pilot cryptocurrency mining farms powered by hydropower. Earlier, on January 13, the province announced the launch of two state-owned Bitcoin mines, saying that the legislative bill for this action had been passed in the provincial parliament.</p><p>Ten days ago, on March 8, the Russian Ministry of Defense's \"Red Star TV\" announced information about a large cryptocurrency mine under the \"supervision\" of the Russian army. The mine is located at a hydropower station near Irkutsk, Siberia. The mine has thousands of mining machines. The extremely cold geographical environment provides the mine with good heat dissipation conditions and low water and electricity costs. However, it is said that the \"mine\" was divided between the Russian army and private investors.</p><p><b>The mining industry's annual new revenue may reach 100 billion</b></p><p>The establishment of various mines has significantly boosted the demand for mining machines. As a manufacturer of mining machines, Canaan Technology is favored by fund managers.</p><p>According to the information disclosed by listed companies, as of the end of last year, nearly 20 funds held shares of Canaan Technology. Fund managers directly hold Bitcoin, which may make conservative investors feel ridiculous at the moment, but it seems logical to hold Canaan Technology's shares in the name of buying \"AI chip companies\" to share Bitcoin's market.</p><p>The investment of A-share listed companies in Canaan Technology may also be the same strategy, so as to avoid listed companies directly deploying Bitcoin and being questioned by regulatory agencies.</p><p>Brokerage China reporters noticed that,<a href=\"https://laohu8.com/S/600226\">* ST Hanye</a>Invested 200 million yuan to hold 99.50% of the shares of Shanghai Yongtang. Shanghai Yongtang indirectly invested in Hangzhou Jianan Yunzhi Information Technology Co., Ltd. through Guihu Fund, and the company's final holding ratio of this investment project was less than 1%. Based on the fact that * ST Hanye indirectly holds Canaan Technology, the stock price of this stock has been rising continuously this year. As of March 18, * ST Hanye's stock price has increased by nearly 75% this year, and its market value is also close to 9 billion.</p><p><a href=\"https://laohu8.com/S/601788\">Everbright Securities</a>It was pointed out in a report that Canaan Technology was the first to deploy in Bitcoin's mining industry, and its mining machinery production capacity will be the most sufficient in 2021. Canaan Technology is currently<a href=\"https://laohu8.com/S/688981\">SMIC</a>The main customers of N+1 advanced manufacturing process have cooperated in the production of new mining machines (90TH/s), and have achieved batch spot shipments. The annual output is expected to exceed 400,000 units.</p><p>Canaan Technology is currently the only manufacturer with a multi-fab strategy. Due to the use of N+1 process chips for mass production, it has largely buffered the occupation of wafer production capacity by GPU mining graphics cards and 5G mobile phones. In the report, Everbright Securities predicts that the market size of the mining machinery industry this year will be approximately 22.6 billion RMB, and it is expected that the shipment volume in the first half of the year will be 270,000 units (150,000 units in SMIC,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>120,000 units), and shipments in the second half of the year were 520,000 units (250,000 units from SMIC, 120,000 units from TSMC, and 150,000 units from others).</p><p>The annual new revenue of Bitcoin's mining industry may exceed 100 billion yuan. Everbright Securities pointed out that 2020-2024 is the fourth halving cycle of Bitcoin. The number of daily mining reward Bitcoin is 900, and the transaction fee is about 100, totaling about 1,000, at a price of 50,000 US dollars per piece. Calculated, the mining industry is expected to increase revenue by about 1000X50000X365 = 18 billion US dollars every year.</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>Soared 19 times in 6 months! This chip stock is completely on fire, what is the origin?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoared 19 times in 6 months! This chip stock is completely on fire, what is the origin?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2021-03-21 08:52</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Since the emergence of mining machine chip stocks, fund managers have many more reasons to buy Bitcoin. Affected by the continuous rise in Bitcoin prices, Chinese concept stocks, which are mainly engaged in the mining machine chip business, have become the darling in the eyes of fund managers.</p><p><b>As of the close on March 20, Beijing time, Chinese concept stocks listed in the United States<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>The stock price fell 4.5%. As of March 20, Canaan Technology's stock price has increased by more than 5 times this year, and 15 times in the last six months. During this period, the highest stock price has increased by 19 times. After a week of continuous corrections, as of March 20, the current market value has fallen back to 28.4 billion yuan.</b></p><p><a href=\"https://laohu8.com/S/06178\">Everbright Securities</a>Said that the mining industry is expected to add 18 billion US dollars in revenue every year. Canaan Technology is currently<a href=\"https://laohu8.com/S/00981\">SMIC</a>The main customers of N+1 advanced manufacturing process have cooperated in the production of new mining machines (90TH/s), and have achieved batch spot shipments. The annual output is expected to exceed 400,000 units.</p><p><b>Bitcoin prices are far away from mining costs, and demand for mining machines is hot</b></p><p>If fund managers directly buy Bitcoin, it may make prudent traditional investors feel ridiculous, but it seems much more logical to share Bitcoin's market by buying \"AI chip company stocks\".</p><p>As of the close on March 20, Beijing time, Canaan Technology, a Chinese concept stock listed in the United States, fell 4.5%. After the stock hit a new high on March 12, it has been pulling back for a week. According to the data, the stock price of Canaan Technology has increased by more than 5 times this year. The stock price increase in the last six months has reached 15 times based on the closing price on March 20th. If calculated based on March 12th, it will reach a maximum of 19 times. The market value of Canaan Technology after the current decline is 28.4 billion yuan.</p><p>Headquartered in Beijing, Canaan Technology is a company engaged in independent AI chip research and development and providing high-performance computing services. To be more accurate, Canaan Technology is a mining machine research and development company in Bitcoin. About 90% of the company's revenue comes from mining machine chips and related businesses. Mining machines are the most basic link in Bitcoin's ecosystem.</p><p>The hot price of Bitcoin continues to rise, which has significantly driven the demand for mining.</p><p>\"The higher the price, the greater the benefits of mining. After the price in Bitcoin falls below US $5,000, the mining machines can't be sold, and even the cost of electricity is very difficult.\" An investor who owns a mine in Bitcoin in South China told a brokerage China reporter at an exchange meeting that the sales of mining machines in Bitcoin are directly affected by the price in Bitcoin. If the price in Bitcoin is too low, it will impact the cost of mining.</p><p>According to the market on March 18th, the latest price of Bitcoin remained around US $58,000, which is a very attractive price for mining investors, which means that the price of Bitcoin is much higher than the cost of mining.</p><p>The high price situation has stimulated the sales of Bitcoin mining machines.</p><p>On March 2 this year, cryptocurrency mining company IntegratedVenturesInc announced the purchase of 600 Avalon A1246 mining machines (Avalon 1246) produced by Canaan Technology. It is reported that the Avalon A1246 mining machine has a computing power of 90T and is one of the most efficient mining machines. The transaction amounted to US $2.713 million. The mining machines will be delivered in three installments, with 300 units expected to be delivered in March, 50 units in May, and 250 units in August.</p><p>On January 27 this year, when the Bitcoin price remained around US $35,000, Bitcoin's mining machines were already very easy to sell. According to the official public account of Canaan, on January 27 this year, Canaan Technology signed an order for 6,000 Avalon mining machines with the mining giant CoreScientific, and reached a cooperation intention with the start-up company DroneEnergy in the procurement of mining machines. Prior to this, Canaan Technology also signed a purchase order for 6,400 mining machines with HIVEBlockChain.</p><p><b>Bitcoin has helped mining machinery companies a lot by institutional sweeping goods</b></p><p>Institutional investors in traditional industries have entered the market to sweep Bitcoin, raising the price of Bitcoin and staying away from the cost of mining, which has helped mining machinery companies a lot.</p><p>On March 18, Hong Kong stock listed companies<a href=\"https://laohu8.com/S/01357\">Meitu Corporation</a>It was announced that the subsidiary MiracleVision further purchased in open market transactions on March 17, 2021 under the cryptocurrency investment plan: 16,000 units of Ethereum (purchased according to Ethereum), with a total consideration of approximately US $28.4 million; Bitcoin of approximately 386.09 units (purchased pursuant to Bitcoin) for a total consideration of approximately $21.6 million. As of the date of the announcement, Meitu has accumulated net purchases of cryptocurrency worth approximately US $90 million.</p><p>Previously, on March 5, Meitu announced that it would purchase 15,000 units of Ethereum and 379.12 units of Bitcoin in open market transactions, with total considerations of approximately US $22.1 million and US $17.9 million respectively.</p><p>Meitu said in the announcement that these purchases were made in accordance with a cryptocurrency investment plan previously approved by the company's board of directors, according to which the group plans to purchase cryptocurrencies with a net amount of no more than US $100 million, which is funded by the company's existing cash reserves. Subsequently, the company's board of directors will implement the cryptocurrency investment plan as appropriate according to the situation of the cryptocurrency market.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>A report by strategist Nikolaos Panigirtzoglou shows that so far, retail investors have bought more than 187,000 Bitcoin, while institutional investors have bought approximately 172,684 Bitcoin.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>A new investor report written by the wealth management department of the company on March 17 outlined cryptocurrencies as an emerging investable asset class. The report said: For speculative investments to rise to the level of investable asset classes and play a role in a diversified portfolio, transformative progress will be needed on both supply and demand sides.</p><p>The change in institutional attitude towards Bitcoin assets is unexpected. according to<a href=\"https://laohu8.com/S/CME\">Chicago Mercantile Exchange</a>According to the group's data, as of February 2021, the open position of Bitcoin futures has increased by at least 100% for eight consecutive months, and the capital involved in these contracts has increased exponentially at an annual rate of 145%, from US $156 million at the end of February 2020 to US $2.34 billion a year later. The increase is more than three times the 425% increase in prices in Bitcoin last year. This also further reflects the demand of institutional investors for this asset class, which has reached unprecedented levels.</p><p>Now that the price of Bitcoin has risen to more than $50,000, investors' interest in trading Bitcoin has greatly increased, which has also made it profitable for investors in mines digging Bitcoin. This means that every Bitcoin dug up can be supplied to investors in the secondary market at a price of more than 50,000 US dollars.</p><p>According to news on March 18, Pakistan's Khyber Pakhtunkhwa province plans to establish two pilot cryptocurrency mining farms powered by hydropower. Earlier, on January 13, the province announced the launch of two state-owned Bitcoin mines, saying that the legislative bill for this action had been passed in the provincial parliament.</p><p>Ten days ago, on March 8, the Russian Ministry of Defense's \"Red Star TV\" announced information about a large cryptocurrency mine under the \"supervision\" of the Russian army. The mine is located at a hydropower station near Irkutsk, Siberia. The mine has thousands of mining machines. The extremely cold geographical environment provides the mine with good heat dissipation conditions and low water and electricity costs. However, it is said that the \"mine\" was divided between the Russian army and private investors.</p><p><b>The mining industry's annual new revenue may reach 100 billion</b></p><p>The establishment of various mines has significantly boosted the demand for mining machines. As a manufacturer of mining machines, Canaan Technology is favored by fund managers.</p><p>According to the information disclosed by listed companies, as of the end of last year, nearly 20 funds held shares of Canaan Technology. Fund managers directly hold Bitcoin, which may make conservative investors feel ridiculous at the moment, but it seems logical to hold Canaan Technology's shares in the name of buying \"AI chip companies\" to share Bitcoin's market.</p><p>The investment of A-share listed companies in Canaan Technology may also be the same strategy, so as to avoid listed companies directly deploying Bitcoin and being questioned by regulatory agencies.</p><p>Brokerage China reporters noticed that,<a href=\"https://laohu8.com/S/600226\">* ST Hanye</a>Invested 200 million yuan to hold 99.50% of the shares of Shanghai Yongtang. Shanghai Yongtang indirectly invested in Hangzhou Jianan Yunzhi Information Technology Co., Ltd. through Guihu Fund, and the company's final holding ratio of this investment project was less than 1%. Based on the fact that * ST Hanye indirectly holds Canaan Technology, the stock price of this stock has been rising continuously this year. As of March 18, * ST Hanye's stock price has increased by nearly 75% this year, and its market value is also close to 9 billion.</p><p><a href=\"https://laohu8.com/S/601788\">Everbright Securities</a>It was pointed out in a report that Canaan Technology was the first to deploy in Bitcoin's mining industry, and its mining machinery production capacity will be the most sufficient in 2021. Canaan Technology is currently<a href=\"https://laohu8.com/S/688981\">SMIC</a>The main customers of N+1 advanced manufacturing process have cooperated in the production of new mining machines (90TH/s), and have achieved batch spot shipments. The annual output is expected to exceed 400,000 units.</p><p>Canaan Technology is currently the only manufacturer with a multi-fab strategy. Due to the use of N+1 process chips for mass production, it has largely buffered the occupation of wafer production capacity by GPU mining graphics cards and 5G mobile phones. In the report, Everbright Securities predicts that the market size of the mining machinery industry this year will be approximately 22.6 billion RMB, and it is expected that the shipment volume in the first half of the year will be 270,000 units (150,000 units in SMIC,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>120,000 units), and shipments in the second half of the year were 520,000 units (250,000 units from SMIC, 120,000 units from TSMC, and 150,000 units from others).</p><p>The annual new revenue of Bitcoin's mining industry may exceed 100 billion yuan. Everbright Securities pointed out that 2020-2024 is the fourth halving cycle of Bitcoin. The number of daily mining reward Bitcoin is 900, and the transaction fee is about 100, totaling about 1,000, at a price of 50,000 US dollars per piece. Calculated, the mining industry is expected to increase revenue by about 1000X50000X365 = 18 billion US dollars every year.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2182a8a021a8689200e0ade3f44083dc","relate_stocks":{"159813":"芯片","CAN":"嘉楠科技"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2121456431","content_text":"自从有了矿机芯片股票，基金经理买比特币的理由，多了很多。受比特币价格连续走高的影响，主营矿机芯片业务的中概股成为基金经理眼中的宠儿。截至北京时间3月20日收盘，在美上市的中概股嘉楠科技股价大跌4.5%。截至3月20日，嘉楠科技今年以来的股价涨幅超过5倍，最近6个月涨幅15倍，期间最高股价涨幅达到19倍，在连续回调一周后，截止3月20日，当前市值回落至284亿人民币。光大证券表示，挖矿行业每年有望新增收入180亿美金，嘉楠科技目前是中芯国际N+1先进制程的主要客户，合作进行新型矿机（90TH/s）的生产，并已实现批量现货出货，预计全年产量超过40万台。比特币价格远离挖矿成本，矿机需求火爆如果基金经理直接购买比特币，可能令稳健的传统投资者感到荒唐，但通过以购买“AI芯片公司股票”分享比特币的行情，看起来顺理成章的多。截至北京时间3月20收盘，在美上市的中概股嘉楠科技大跌4.5%，该股再去3月12日创出新高后，已连续回调一周。数据显示，嘉楠科技今年以来的股价涨幅超过5倍，最近6个月的股价涨幅按3月20日收盘计算达15倍，若按照3月12日计算，最高达到19倍，嘉楠科技截止目前回落后的市值为284亿人民币。嘉楠科技总部位于北京，是一家从事自主AI芯片研发、提供高性能计算服务的公司。更准确的说法，嘉楠科技是一家比特币矿机研发公司，该公司约90%的收入来自矿机芯片及其相关业务，矿机是比特币生态中最基础的一大环节。比特币价格持续走高的火爆行情，显著带动了挖矿的需求。“价格越高，挖矿的利益越大，比特币价格跌破5000美元后，矿机就卖不动了，连用电的成本都很为难。”华南地区的一位拥有比特币矿场的投资者在一次交流会上对券商中国记者表示，比特币矿机销售直接受比特币价格的影响，比特币价格如果太低，就会冲击挖矿的成本。按照3月18日的行情，比特币最新价格维持在58000美元附近，对挖矿的投资者而言，这是一个极具吸引力的价格，意味着比特币的价格远远高于挖矿的成本。价格高高在上的状况，刺激了比特币矿机的销售。今年3月2日，加密货币挖矿公司IntegratedVenturesInc宣布购买600台嘉楠科技生产的阿瓦隆A1246矿机(Avalon1246)。据悉，阿瓦隆A1246矿机算力为90T，是效率最高的矿机之一。此次交易金额达271.3万美元。矿机将分3次交付，预计3月交付300台，5月交付50台，8月交付250台。今年1月27日，也就是比特币价格维持在35000美元附近时，比特币的矿机就已经非常好卖了。据嘉楠耘智官方公众号消息，今年1月27日，嘉楠科技与矿业巨头CoreScientific签署6000台阿瓦隆矿机订单，并与初创公司DroneEnergy达成了矿机采购合作意向。在此之前，嘉楠科技还与HIVEBlockChain签署了6400台的矿机采购订单。机构扫货比特币帮了矿机公司大忙传统行业的机构投资者入场扫货比特币，拉高比特币的价格，远离挖矿的成本，帮了矿机公司的大忙。3月18日，港股上市公司美图公司发布公告，子公司MiracleVision于2021年3月17日根据加密货币投资计划在公开市场交易中进一步购买了：1.6万单位的以太币（根据以太币购买），总对价约为2840万美元；约386.09单位的比特币（根据比特币购买），总对价约为2160万美元。截至公告日期，美图已累计净购买了价值约9000万美元的加密货币。此前3月5日，美图公司公告，将在公开市场交易中购买1.5万单位的以太币和379.12单位的比特币，总对价分别约为2210万美元和1790万美元。美图在公告中表示，这些购买是根据该公司董事会先前批准的一项加密货币投资计划进行的，据此该集团计划，可以购买净额不超过1亿美元的加密货币，其资金来源为该公司现有的现金储备。后续该公司董事会根据密货市场情况，酌情执行加密货币投资计划。摩根大通策略师NikolaosPanigirtzoglou的一份报告显示，截至目前，散户投资者已经购买了超过187000枚比特币，而机构投资者大约购买了172684枚比特币。摩根士丹利的财富管理部门则在3月17日撰写的一份新的投资者报告，概述了加密货币作为新兴的可投资资产类别的情况。报告中称：要使投机性投资上升到可投资资产类别的水平，并在多元化的投资组合中发挥作用，就需要在供需双方都取得变革性进展。机构对比特币资产的态度变化是令人始料不及的。根据芝加哥商品交易所集团的数据，截至2021年2月，比特币期货未平仓头寸连续8个月至少增长了100%，这些合约所涉及的资本以145%的年率指数增长，从2020年2月底的1.56亿美元增长到一年后的23.4亿美元。这种涨幅是比特币价格去年425%涨幅的三倍多。这也进一步反映了机构投资者对这一资产类别的需求，已经达到了前所未有的水平。既然比特币价格上涨到5万美元以上后，投资者对交易比特币的兴趣大增，也使得挖掘比特币的矿场投资者变得有利可图。这意味着每挖出一枚比特币，便可以以5万美元以上的价格，在二级市场供应给投资者。3月18日消息，巴基斯坦开伯尔－普赫图赫瓦省计划建立两个由水力发电支持的加密货币矿场试点。此前1月13日，该省曾宣布启动两个国有比特币矿场，并称持该行动的立法法案已在该省议会中获得通过。而在十天前的3月8日，俄国防部《红星电视台》公布了一个在俄军“监督”下的大型加密货币矿场的信息。该矿场位于西伯利亚伊尔库茨克附近的一个水电站，该矿场拥有成千上万矿机。极寒的地理环境给矿场提供了良好的散热条件，以及低廉的水电费用。不过，有说法称，该“矿场”，是俄军和私人投资者分成的。挖矿行业每年新增收入或达1000亿各种矿场的建立，显著的拉动了对矿机的需求，作为矿机生产商的嘉楠科技备受基金经理宠幸。根据上市公司披露的信息，截至去年底的数据，约有接近20家基金持有嘉楠科技的股票。基金经理直接持有比特币，在当下可能令保守型的投资者感到荒唐，但通过购买“AI芯片公司”的名义持有嘉楠科技的股票，从而分享比特币的行情，看起来顺理成章的多。A股上市公司对嘉楠科技的投资，可能也是如此策略，以避免上市公司直接布局比特币，遭到监管机构的问询。券商中国记者注意到，*ST瀚叶出资20000万元持有上海雍棠99.50%的股份，上海雍棠通过趵虎基金间接投资了杭州嘉楠耘智信息科技有限公司，该公司对该投资项目的最终持有比例低于1%。基于*ST瀚叶间接持有嘉楠科技的事实，该股股价今年以来连续走高，截至3月18日，*ST瀚叶今年以来的股价涨幅接近75%，市值也接近90亿。光大证券在一份报告中指出，嘉楠科技最早布局比特币矿业，2021年矿机产能最为充足。嘉楠科技目前是中芯国际N+1先进制程的主要客户，合作进行新型矿机（90TH/s）的生产，并已实现批量现货出货，预计全年产量超过40万台。嘉楠科技则是目前唯一多晶圆厂策略的厂商。由于采用N+1制程芯片进行量产，在很大程度上缓冲了GPU挖矿显卡和5G手机对晶圆产能的占用。在报告中，光大证券预计今年矿机行业市场规模约为226亿元RMB，预计上半年出货量27万台（中芯国际15万台、台积电12万台），下半年出货量52万台（中芯国际25万台、台积电12万台、其它15万台）。比特币挖矿行业的年新增收入或超过1000亿元人民币。光大证券指出，2020-2024年为比特币的第四个减半周期，每日挖矿奖励比特币数量为900枚，交易手续费用约100枚，合计约1000枚，以5万美金/枚价格计算，挖矿行业每年有望新增收入约1000X50000X365=180亿美金。","news_type":1,"symbols_score_info":{"159813":0.9,"CAN":0.9}},"isVote":1,"tweetType":1,"viewCount":2409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350694092,"gmtCreate":1616198873116,"gmtModify":1704792061016,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350694092","repostId":"1179982677","repostType":4,"repost":{"id":"1179982677","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616162111,"share":"https://ttm.financial/m/news/1179982677?lang=en_US&edition=fundamental","pubTime":"2021-03-19 21:55","market":"us","language":"zh","title":"Dow losses extend to 1%, financial sector drags down index","url":"https://stock-news.laohu8.com/highlight/detail?id=1179982677","media":"老虎资讯综合","summary":"3月19日，道指跌幅扩大至1%，金融板块拖累指数下行，耐克跌近4%领跌成分股。","content":"<p>On March 19, the Dow Jones Industrial Average's decline expanded to 1%, and the financial sector dragged down the index.<a href=\"https://laohu8.com/S/NKE\">Nike</a>It fell nearly 4% and led the decline in constituent stocks.</p><p><img src=\"https://static.tigerbbs.com/31ea201ad00386f0697a3586205daa51\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>Dow losses extend to 1%, financial sector drags down index</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{ 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#eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow losses extend to 1%, financial sector drags down index\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-19 21:55</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On March 19, the Dow Jones Industrial Average's decline expanded to 1%, and the financial sector dragged down the index.<a href=\"https://laohu8.com/S/NKE\">Nike</a>It fell nearly 4% and led the decline in constituent stocks.</p><p><img src=\"https://static.tigerbbs.com/31ea201ad00386f0697a3586205daa51\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179982677","content_text":"3月19日，道指跌幅扩大至1%，金融板块拖累指数下行，耐克跌近4%领跌成分股。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359324319,"gmtCreate":1616365984531,"gmtModify":1704793051692,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359324319","repostId":"2120549145","repostType":4,"repost":{"id":"2120549145","kind":"news","pubTimestamp":1616299535,"share":"https://ttm.financial/m/news/2120549145?lang=en_US&edition=fundamental","pubTime":"2021-03-21 12:05","market":"us","language":"zh","title":"The surge in US Treasury Bond yields is getting worse, will the Fed \"submit\"?","url":"https://stock-news.laohu8.com/highlight/detail?id=2120549145","media":"FX168","summary":"英国媒体周六报道称，美联储正陷入与市场的“摊牌”中。英国《金融时报》称，尽管鲍威尔对美国国债的收益率采取了放任不管的方法，但与他在欧元区的同行相比，投资者仍在质疑美联储可以允许这种利率运行多长时间。美国国债被抛售反映出通胀和增长预期大幅提升，经济学家怀疑美联储最终将被迫提出首次加息。","content":"<p>British media reported on Saturday (March 20th) that the Federal Reserve was caught in a \"showdown\" with the market.</p><p>This week, Federal Reserve Chairman Jerome Powell acknowledged the burgeoning economic outlook and the possibility of further rising inflation, while underscoring his commitment to keeping interest rates at a minimum for the foreseeable future.</p><p>But this accommodative approach to inflation is eroding the price of long-term U.S. government bonds, causing ripples in global markets. The Financial Times said that despite Powell's laissez-faire approach to U.S. Treasury Bond yields, investors are still questioning how long the Fed can allow such rates to run compared to his counterparts in the euro zone.</p><p>\"It's not the level of yield that matters, but the way it interacts with risky assets,\" said Gene Tannuzzo, head of global fixed income at Columbia Threadneedle Investments. \"If yields rise at a rate that causes stocks to fall and credit spreads to widen, then Powell will be even more concerned.\"</p><p>In the past week, the benchmark ten-year U.S. Treasury Bond yield jumped to 1.75%, up from about 1.6% a few days ago. The Bloomberg Barclays index shows that the price of U.S. Treasury Bond 10 years or longer has fallen by nearly 15% since the start of the year. If these losses persist, the first quarter of this year will be the worst sell-off in the U.S. Treasury Bond since at least the early 1970s.</p><p>The sell-off in U.S. Treasury Bond reflects a sharp rise in inflation and growth expectations, with economists suspecting that the Fed will eventually be forced to present its first rate hike.</p><p>The European Central Bank is concerned that borrowing costs for companies and individuals could rise harmfully, so it has taken measures to resist rising yields on its Treasury Bond. In contrast, the Fed chairman did not appear uneasy, in stark contrast to what happened in March 2020, when policymakers aligned with banks and other market participants on chaotic market movements.</p><p>The sell-off quickly began to spread to the stock and credit markets, which angered investors. Treasury Bond yields even topped some expectations for the year's highest following a poor U.S. Treasury Bond auction in February, triggering volatile trading.</p><p>Powell on Wednesday again dismissed doubts that should be concerned about near-term volatility in the $2.1 billion U.S. government bond market, reiterating that financial conditions remain \"highly accommodative\" across various indicators, while the central bank will only worry about \"disorder\" that could undermine money markets to support the economic recovery. \"move. To illustrate this point, he said he had no intention of adjusting the Fed's $120 billion monthly bond purchase program.</p><p>\"The market may force them to change their behavior, but for now Fed policymakers are making it clear that they don't want to be directly involved in behavior that has an impact on the yield curve,\" said Rish Bhandari, senior portfolio manager at hedge funds.</p><p>Mike Collins, senior portfolio manager at PGIM's fixed income division, warned that another sharp rise in US Treasury Bond yields could test their stance.</p><p>\"Financial conditions do remain accommodative, but if interest rates go up another 0.5 to 1 percentage point, that does slow down,\" he said. The rebound in equity and credit markets may also be severe enough to prompt the Federal Reserve to intervene verbally or even move to buying more long-term debt.</p>","source":"fxdaily_fut","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>The surge in US Treasury Bond yields is getting worse, will the Fed \"submit\"?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe surge in US Treasury Bond yields is getting worse, will the Fed \"submit\"?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">FX168</strong><span class=\"h-time small\">2021-03-21 12:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>British media reported on Saturday (March 20th) that the Federal Reserve was caught in a \"showdown\" with the market.</p><p>This week, Federal Reserve Chairman Jerome Powell acknowledged the burgeoning economic outlook and the possibility of further rising inflation, while underscoring his commitment to keeping interest rates at a minimum for the foreseeable future.</p><p>But this accommodative approach to inflation is eroding the price of long-term U.S. government bonds, causing ripples in global markets. The Financial Times said that despite Powell's laissez-faire approach to U.S. Treasury Bond yields, investors are still questioning how long the Fed can allow such rates to run compared to his counterparts in the euro zone.</p><p>\"It's not the level of yield that matters, but the way it interacts with risky assets,\" said Gene Tannuzzo, head of global fixed income at Columbia Threadneedle Investments. \"If yields rise at a rate that causes stocks to fall and credit spreads to widen, then Powell will be even more concerned.\"</p><p>In the past week, the benchmark ten-year U.S. Treasury Bond yield jumped to 1.75%, up from about 1.6% a few days ago. The Bloomberg Barclays index shows that the price of U.S. Treasury Bond 10 years or longer has fallen by nearly 15% since the start of the year. If these losses persist, the first quarter of this year will be the worst sell-off in the U.S. Treasury Bond since at least the early 1970s.</p><p>The sell-off in U.S. Treasury Bond reflects a sharp rise in inflation and growth expectations, with economists suspecting that the Fed will eventually be forced to present its first rate hike.</p><p>The European Central Bank is concerned that borrowing costs for companies and individuals could rise harmfully, so it has taken measures to resist rising yields on its Treasury Bond. In contrast, the Fed chairman did not appear uneasy, in stark contrast to what happened in March 2020, when policymakers aligned with banks and other market participants on chaotic market movements.</p><p>The sell-off quickly began to spread to the stock and credit markets, which angered investors. Treasury Bond yields even topped some expectations for the year's highest following a poor U.S. Treasury Bond auction in February, triggering volatile trading.</p><p>Powell on Wednesday again dismissed doubts that should be concerned about near-term volatility in the $2.1 billion U.S. government bond market, reiterating that financial conditions remain \"highly accommodative\" across various indicators, while the central bank will only worry about \"disorder\" that could undermine money markets to support the economic recovery. \"move. To illustrate this point, he said he had no intention of adjusting the Fed's $120 billion monthly bond purchase program.</p><p>\"The market may force them to change their behavior, but for now Fed policymakers are making it clear that they don't want to be directly involved in behavior that has an impact on the yield curve,\" said Rish Bhandari, senior portfolio manager at hedge funds.</p><p>Mike Collins, senior portfolio manager at PGIM's fixed income division, warned that another sharp rise in US Treasury Bond yields could test their stance.</p><p>\"Financial conditions do remain accommodative, but if interest rates go up another 0.5 to 1 percentage point, that does slow down,\" he said. The rebound in equity and credit markets may also be severe enough to prompt the Federal Reserve to intervene verbally or even move to buying more long-term debt.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://news.fx168.com/bank/fed/2103/4838373.shtml\">FX168</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a56aa88d539d7b65b8089a421c05150c","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SSO":"2倍做多标普500ETF-ProShares","OEX":"标普100",".DJI":"道琼斯",".SPX":"S&P 500 Index","DXD":"两倍做空道琼30指数ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","DDM":"2倍做多道指ETF-ProShares","SPY":"标普500ETF","SH":"做空标普500-Proshares","GOVT":"iShares安硕核心美国国债ETF","SDOW":"三倍做空道指30ETF-ProShares","DOG":"道指ETF-ProShares做空","BND":"债券指数ETF-Vanguard美国","SDS":"两倍做空标普500 ETF-ProShares","SHY":"债券指数ETF-iShares Barclays 1-3年国债","QID":"两倍做空纳斯达克指数ETF-ProShares","IEF":"债券指数ETF-iShares Barclays 7-10年","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","IVV":"标普500ETF-iShares","SQQQ":"纳指三倍做空ETF","UDOW":"三倍做多道指30ETF-ProShares","IEI":"iShares Barclays 3-7 Year Trea","UPRO":"三倍做多标普500ETF-ProShares","TLT":"20+年以上美国国债ETF-iShares","DJX":"1/100道琼斯","PSQ":"做空纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF","SPXU":"三倍做空标普500ETF-ProShares"},"source_url":"https://news.fx168.com/bank/fed/2103/4838373.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2120549145","content_text":"英国媒体周六（3月20日）报道称，美联储正陷入与市场的“摊牌”中。\n本周，美联储主席鲍威尔承认迅速发展的经济前景以及通货膨胀率进一步攀升的可能，同时强调了他在可预见的未来将利率保持在最低水平的承诺。\n但是，这种对通货膨胀的宽松态度正在侵蚀美国长期政府债券的价格，在全球市场上引发了涟漪。英国《金融时报》称，尽管鲍威尔对美国国债的收益率采取了放任不管的方法，但与他在欧元区的同行相比，投资者仍在质疑美联储可以允许这种利率运行多长时间。\nColumbia Threadneedle Investments全球固定收益负责人Gene Tannuzzo表示：“重要的不是收益率水平，而是其与风险资产之间的相互作用方式。” “如果收益率以导致股市下跌和信贷息差扩大的速度上升，那么鲍威尔将更加担忧。”\n在过去的一周中，基准十年期美国国债收益率跳升至1.75％，几天前约为1.6％。彭博巴克莱（Bloomberg Barclays）指数显示，自今年年初以来，10年或更长期的美国国债价格下跌了近15％。如果这些损失持续下去，那么今年第一季度将是至少自1970年代初以来美国国债遭遇最严重的一次抛售。\n美国国债被抛售反映出通胀和增长预期大幅提升，经济学家怀疑美联储最终将被迫提出首次加息。\n欧洲央行担心公司和个人的借贷成本可能会有害地增加，因此采取措施以抵制其国债收益率的上涨。相比之下，美联储主席表现得并未有任何不安，这与2020年3月的情形形成鲜明对比，当时决策者就混乱的市场走势与银行和其他市场参与者保持一致。\n抛售的迅速开始蔓延到股票和信贷市场，这激怒了投资者。2月份美国国债拍卖表现不佳之后，国债收益率甚至突破了今年最高的一些预期，引发了波动性交易。\n鲍威尔周三再次驳回了应该对21亿美元美国政府债券市场的近期波动担忧的疑虑，重申各种指标的财务状况仍然“高度宽松”，而央行只会担心可能破坏货币市场支持经济复苏的“无序”举动。为说明这一点，他表示无意调整美联储每月1200亿美元的债券购买计划。\n对冲基金高级投资组合经理Rish Bhandari表示：“市场可能会迫使他们改变其行为，但目前美联储决策者明确表示，他们不希望直接参与对收益率曲线产生影响的行为。”\nPGIM固定收益部高级投资组合经理Mike Collins警告说，美国国债收益率的再次大幅上升可能会考验他们的立场。\n他说：“金融状况确实仍然很宽松，但是如果利率再上升0.5至1个百分点，那的确会放慢脚步。”股票和信贷市场的反弹可能也足够严重，以至于促使美联储进行口头干预，甚至转向购买更多长期债务的措施。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"NQmain":0.9,".DJI":0.9,"SHY":0.9,"TQQQ":0.9,"ESmain":0.9,"BND":0.9,"ZFmain":0.9,"IEI":0.9,"UBmain":0.9,"IVV":0.9,"SQQQ":0.9,".SPX":0.9,"TNmain":0.9,"DXD":0.9,"PSQ":0.9,"ZBmain":0.9,"SPXU":0.9,"OEF":0.9,"ZTmain":0.9,"UPRO":0.9,"QQQ":0.9,"MNQmain":0.9,"QLD":0.9,"DDM":0.9,"SH":0.9,"SDS":0.9,".IXIC":0.9,"GOVT":0.9,"TLT":0.9,"QID":0.9,"SPY":0.9,"SSO":0.9,"OEX":0.9,"DOG":0.9,"UDOW":0.9,"DJX":0.9,"IEF":0.9,"SDOW":0.9}},"isVote":1,"tweetType":1,"viewCount":2403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327598577,"gmtCreate":1616107710699,"gmtModify":1704790975314,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327598577","repostId":"1175135367","repostType":4,"repost":{"id":"1175135367","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616084705,"share":"https://ttm.financial/m/news/1175135367?lang=en_US&edition=fundamental","pubTime":"2021-03-19 00:25","market":"us","language":"zh","title":"IoT cloud platform Tuya Smart landed on the New York Stock Exchange, and its first listing opened more than 28% higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1175135367","media":"老虎资讯综合","summary":"3月18日，IoT云平台涂鸦智能正式在纽交所挂牌上市，开盘涨超28%，报27美元，市值151.1亿美元。老虎证券为本次涂鸦智能承销团队中唯一的互联网投行，贡献共计18.5亿美元订单，认购客户近5.8万","content":"<p>On March 18, the IoT cloud platform Tuya Smart was officially listed on the New York Stock Exchange. It opened up more than 28% to US $27, with a market value of US $15.11 billion. Tiger Securities is the only Internet investment bank in the Tuya Smart underwriting team, contributing a total of US $1.85 billion in orders and subscribing for nearly 58,000 customers, highlighting its strong order subscription strength. From the perspective of order ratio, the proportion of retail orders is still outstanding, showing the high attention and acceptance of Tiger platform users to new economy enterprises.</p><p><img src=\"https://static.tigerbbs.com/1a278534bdfeba8a543409acadb2ec91\" tg-width=\"1080\" tg-height=\"2249\"></p><p><img src=\"https://static.tigerbbs.com/1ac508d9d4a0611a79fca73710fa19a1\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"></p><p>TUYA Smart IPO price is set at $21, above the guidance range ($17-20), under the symbol \"TUYA\". In this IPO, Tuya Smart will sell 43.59 million ADS (American Depositary Shares) and is expected to raise US $915 million.</p><p><b>Tuya Smart, breaking out of the siege of giants?</b></p><p>Internet giants such as Alibaba, JD.COM, and Baidu have successively returned to Hong Kong for secondary listings. When many technology companies have landed on the Science and Technology Innovation Edition and the Growth Enterprise Market in China, Chinese-funded enterprises have once again ushered in a boom in listing in the United States.</p><p>According to incomplete statistics, in the first two months of 2021, there are 13 domestic listed companies in the United States, including Ronglianyun and Wuxing Technology.</p><p>As a unicorn company favored by many capitals in the hot Internet of Things track, Tuya Smart also went public in the United States today.</p><p>The bell rings on the New York Stock Exchange, and the myth of making wealth continues...</p><p>At this time, many people also want to see whether a \"new giant\" can emerge from the trillion-dollar Internet of Things track?</p><p><b>1、</b><b><b>Graffiti Smart Bar Mitzvah</b></b></p><p>On the evening of March 18, Tuya Smart executives, investors, partners, and even the mayor of Hangzhou personally rushed to the Huanglong Hotel in Hangzhou to witness the bell ringing ceremony of Tuya Smart's listing in the United States.</p><p><img src=\"https://static.tigerbbs.com/b5ed48ea6a3e3cf8f3367f617e10ec4c\" tg-width=\"740\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p>Before ringing the bell, Chen Liaohan, founder and president of Tuya Smart, and Liu Yao, senior vice president and CFO of Tuya Smart, accepted interviews with the media, revealing Tuya Smart's thoughts and plans in this listing process.</p><p>Ask:<b>The return of Chinese concept stocks is the current trend. Why did Tuya choose to list in the United States?</b></p><p>Liu Yao: Our choice of US stocks is mainly due to two considerations:</p><p><ul><li>First, Tuya is a global enterprise, and the customers we support are brands, factories, channel providers and operators all over the world. The customer base is taken into account when listed on the US stock market;</p><p></li><li>Second, we are a cloud vendor. There are a large number of mature investors in the US stock market who focus on investing in technology cloud companies. They have a deep understanding of cloud companies.</p><p></li></ul>Ask:<b>What concept is used when introducing graffiti to US stock investors?</b></p><p>Liu Yao: Investors think that Tuya is an infrastructure cloud company, and we provide basic services such as water and electricity for the entire IoT industry.</p><p>Ask:<b>The prospectus shows that we have been in a state of loss in the past two years. What improvement measures will we have in the future?</b></p><p>Liu Yao: Historically, it is quite common for technology companies to lose money before or early listing, because we need to invest a lot of research and development to develop truly high-value products, especially when we enter this field, it is brand-new, so it takes a long time to explore the precipitation of products, but our losses are actually narrowing rapidly.</p><p>After listing, we will continue to invest heavily in research and development, make good products, and provide customers with the best service. At the same time, we will control our cash flow more disciplined. So I think the loss is likely to continue, but it will slowly narrow.</p><p>Ask:<b>Graffiti currently has a lot of revenue from overseas, and how does it plan to develop its business in China in the future?</b></p><p>Chen Liaohan: In the early days, especially from 2015 to 2016, we found that intelligence began to penetrate overseas on a large scale, so in fact, our market at that time focused overseas, starting from North America, and then going to Europe, Southeast Asia, Australia and Japan. Such a development track.</p><p>Since 2017, we have discovered that China's IoT market has risen, so we have set up a team to operate our entire Chinese market.</p><p>We see that in fact, the Chinese market is a market with great potential, so although our overseas investment accounts for a higher proportion today, we find that the development potential of the Chinese market is very great, and we will also provide intelligent service capabilities for Chinese manufacturing brands. We will spend a lot of resources to deeply cultivate the Chinese market.</p><p>Ask:<b>What is the significance of intelligence at the current stage to the manufacturing industry?</b></p><p>Chen Liaohan: Take the lighting industry as an example. The current price of an ordinary ball cannon lamp is 0.4 US dollars. Once it is intelligent, its price will quickly increase to more than two US dollars. Therefore, in fact, the output value of intelligence has increased by more than 10 times, which is the charm that intelligence brings to this industry.</p><p><b>2、</b><b><b>Ali Yuanyuan: Being acquired and starting a business again</b></b></p><p>Speaking of Tuya Smart, I have to mention Ali, an Internet giant headquartered in Hangzhou.</p><p>In 2009, Alibaba's organizational structure was adjusted and Alibaba Cloud was established. Jack Ma said at that time that \"Alibaba Cloud will be Alibaba's next decade\", and transferred Dr. Wang Jian, then CTO of Alibaba, to personally lead the team. At that time, Alibaba Cloud also welcomed the first general manager, the name of Yuling.</p><p>Yu Ling's real name is Wang Xueji, and it is rumored that he is a teenager who is a schoolmaster. Before entering Ali, he founded PHPWind Forum in 2003 with his classmates and friends in college.</p><p>PHPWind is a community open source system, whose main business is to help moderators and webmasters set up their own forums. At that time, there was another mainstream community open source system in China, Discuz. These two systems witnessed the rise and awakening of the domestic Internet, and also built the interesting BBS era.</p><p>In the forum war at that time, Tencent acquired Discuz in 2010 and opened up with a QQ account. A QQ account can log in to major forums, and a large number of QQ troops poured into major forums for a time; Alibaba acquired PHPWind in 2008 two years earlier than Tencent. Wang Xueji and his team entered Alibaba together, and became Alibaba Cloud's first business team with PHPWind the following year.</p><p>On September 19, 2014, Ali was listed on the New York Stock Exchange; This year, the users of Alibaba Cloud services have covered 200 countries around the world; It was also in this year that Wang Xueji went out of Ali to start a business again and established Tuya Smart.</p><p><img src=\"https://static.tigerbbs.com/4d32c71c334938c21381fd7521ecfbda\" tg-width=\"645\" tg-height=\"302\" referrerpolicy=\"no-referrer\"></p><p>At that time, Chen Liaohan, Lin Yaona, Zhou Ruixin and other original crew members who joined Ali from PHPWind also ran away to start a business together.</p><p><b>3、</b><b><b>Graffiti Past: It took a year and a half to have the first customer</b></b></p><p>In 2014, the concept of the Internet of Things was still on the eve of turmoil in China, but it has taken shape and become popular abroad.</p><p>Because of this,<b>At the beginning of its establishment, Tuya Smart focused its business overseas.</b></p><p>In this regard, Chen Liaohan also introduced in detail the founding team's understanding of the IoT market at the beginning of the business:</p><p>In 2015, consumers' awareness and acceptance of smart products in overseas markets, especially in North America, were actually higher than those in China. Wherever the customer is, we will do it.</p><p>In 2014, smart speaker products such as Amazon's Alexa and Google's Google Home have appeared in North America. Such products have promoted consumers' enthusiasm for purchasing smart devices, because after purchasing voice speakers, users hope to have a large number of devices at home. Devices can be connected to voice speakers for better interaction and experience. This is also an opportunity for Tuya to see. Tuya plays a role in helping overseas brands connect to voice speakers of different brands, which is why Tuya has developed rapidly overseas in recent years.</p><p>At that time, what kind of product did Tuya Smart want to make?</p><p><b>At first, we just wanted to try to create some innovative products with intelligent technology. This product may be the third device besides computers and mobile phones, or it may be a platform.</b>This is Wang Xueji's original idea of founding Tuya Intelligence.</p><p>The intelligent technologies mentioned here are actually technologies that teams such as cloud computing, big data, and Internet of Things have accumulated for a long time. Through these technologies, Tuya Smart tested the waters in 2015 and made its first product, Airtake.</p><p>Airtake is not a piece of hardware, but a camera App that integrates cloud services. This product is mainly designed to solve the problem of cloud storage of mobile phones and cameras at that time. Tuya Smart then launched an SD card with WiFi function. With the application of Airtake, photos taken by traditional cameras or mobile phones are automatically uploaded to the cloud photo album, and only compressed pictures are retained locally (occupying 1/6 of the original space).</p><p><img src=\"https://static.tigerbbs.com/5cff693416a4d203aa1bbabf17865ddf\" tg-width=\"740\" tg-height=\"263\" referrerpolicy=\"no-referrer\"></p><p>Airtake is an early software that uses cloud technology to solve daily practical problems. Although it failed to become the third-ranked device in the hands of users after computers and mobile phones in the end, it clearly shows that<b>The basic business model of Tuya Intelligence-hardware + software + cloud services.</b></p><p>In Tuya Smart's business model, hardware refers to networking modules (also known as IoT modules, cloud modules). Currently, there are multiple types of module solutions including Wi-Fi modules, Bluetooth modules, Zigbee modules, etc. These modules are embedded into devices to achieve device networking and secondary development. Software and cloud services refer to PaaS and SaaS services provided based on the IoT cloud platform.</p><p>It can also be seen from the prospectus of Tuya Smart's listing in the United States that Tuya Smart's main business currently includes four parts:</p><p><ul><li><b>IoT PaaS.</b>Provide solutions based on cloud, Internet of Things, edge computing and other technologies, which are embodied in hardware products, which are networking modules. By embedding networking modules, devices are networked, and then the networked devices are connected to Tuya Smart's IoT cloud platform, ultimately realizing the conversion from traditional products to IoT products with edge computing, storage, and networking capabilities and intelligent management of devices.</p><p></li><li><b>IoT SaaS.</b>Provide industry SaaS for vertical industries such as hotels and real estate. Enterprises can use these SaaS solutions to realize the management and operation and maintenance of smart devices.</p><p></li><li><b>Smart Device Distribution.</b>Provide brand manufacturers and system integrators with smart devices from OEM partners who have deployed Tuya Smart IoT PaaS.</p><p></li><li><b>Other value-added cloud services.</b>Provide value-added services such as artificial intelligence virtual assistants and big data analysis for enterprise customers, and provide data storage, message push, content services, etc. for Tuya Smart device users.</p><p></li></ul>Among them, IoT PaaS is the core business of Tuya Smart. Most of Tuya Smart's current revenue comes from IoT PaaS (Note: the revenue in 2019 and 2020 accounted for 72.2% and 84.3% respectively). As of December 31, 2020, Tuya Smart had 3,296 IoT PaaS customers, and revenue from 188 major customers accounted for 87% of IoT PaaS revenue.</p><p>In 2019, Tuya Smart's revenue reached US $106 million.</p><p>In five years, Tuya Smart has increased its revenue from 0 to US $100 million, a considerable growth rate.</p><p>However, the matter of embedding networking modules for devices and enabling devices to surf the Internet is complicated and not as simple as imagined.</p><p>Just as Tuya Smart pulled a team to start a business, Xiaomi, as far away as Beijing, also launched an Internet of Things project. Gao Ziguang, who was the person in charge of Xiaomi's IoT project at that time, discovered during communication with home appliance manufacturers:</p><p>Most large companies want to develop their own modules instead of adopting other people's standards (modules). After the Xiaomi team spent nearly a year discussing cooperation matters with major appliance manufacturers to no avail, they finally had to apply their IoT modules to Xiaomi's ecological chain enterprise products. Zhimi's air purifier became Xiaomi's first IoT product.</p><p>Tuya Smart, which wants to do IoT to B business, also faces this problem.</p><p>As a start-up company, even if the team has a big factory background, it will inevitably hit a wall to develop To B business from 0.</p><p>Wang Xueji previously said in an interview with Wenzhou Business Daily, \"<b>It took us a year and a half to get the first 100 clients to know \"TUYA\" before the first client chose us.</b>”</p><p>In this regard, Chen Liaohan is also quite touched:</p><p>It took a year and a half to have the first customer, and we would also question ourselves at that time: did we choose the wrong direction, did we enter the track early... There would be a lot of thinking, but in the end we persisted.<b>4、</b><b><b>Financial owners & fans: Who is doodling in heavy warehouses?</b></b></p><p>In 2020, Tuya Smart's revenue increased by 70% to US $180 million.</p><p>However,<b>Under such beautiful performance, what is hidden is the revenue difficulty of this industry.</b></p><p>According to the data in Tuya Smart's prospectus, it incurred net losses of US $70.5 million and US $66.9 million in 2019 and 2020, respectively. As of December 31, 2020, Tuya Smart had a cumulative loss of US $192.5 million.</p><p><img src=\"https://static.tigerbbs.com/d41d65d6a764b1607ffa2053461a6c8a\" tg-width=\"740\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p><p>In this regard,<b>The solution mentioned by Tuya Smart in the prospectus is: strengthen platform construction and increase investment in the marketing team</b>。</p><p>In today's entrepreneurial environment, most start-up companies do not rely on the two-way flow of revenue and investment to develop the market, but need to leverage the power of capital. The promising Tuya Smart naturally has no shortage of financial owners and noble people.</p><p>Wu Yongming is the first noble person of Tuya Intelligence.</p><p>At the beginning of Ali's establishment, there were 18 founders. These 18 founders pooled 500,000 yuan as start-up capital and each took part of the shares, creating Alibaba, which is now in the limelight. At the beginning of the business, the 18 people were both founders and early partners of Ali. Later, the outside world also gave them a martial arts title-Ali's Eighteen Arhats.</p><p>Wu Yongming is one of these 18 people. He has served as the head of the group's search business, advertising business and wireless business in Ali. When Wang Xueji left Ali and started another business, as Wang Xueji's immediate boss at that time, Wu Yongming became an angel investor of Tuya Smart out of his own pocket.</p><p>In addition to Wu Yongming, the angel investors of Tuya Smart include Li Zhiguo, the 46th employee of Ali, and Bat Capital, which was also founded by Qu Tian, a former employee of Ali. For this reason, Tuya Smart was once considered an Ali-based enterprise.</p><p>With such a founding team, such angel investment, and the choice of a recognized potential track, Tuya Smart has been destined to attract much attention since its establishment.</p><p>In the following years, Tuya Smart received multiple rounds of huge financing, which can be said to be a \"rich\" enterprise. According to public information, Tuya Smart received three rounds of financing of US $10 million, RMB 100 million, and US $200 million in September 2015, October 2017, and July 2018 respectively. The investors include NEA Enyi Investment, Oriental Fuhai, Linear Capital, Broadband Capital, Quadrille Capital, Future Fund, C.M. Capital and other well-known investment institutions at home and abroad.</p><p>In addition, in the prospectus submitted to the U.S. Securities and Exchange Commission (SEC) when preparing for listing, Tuya Smart disclosed more information about the capital, including:</p><p><b>Tencent holds 10.8% of the shares and is the second largest institutional investor after Enyi Investment;</b>Still losing money is the current situation of Tuya Smart, but IoT is still a track that continues to grow, a track with great potential, and a track with infinite possibilities.</p><p>This makes Tuya Smart, which was listed in the United States as the \"first IoT cloud stock\", become a unicorn company with a valuation of tens of billions of dollars when the market rose and surrounded by capital.</p><p><b>5、</b><b><b>Revaluating \"IoT Cloud\"</b></b></p><p>On the evening of February 2, 2021, Alibaba released its 2020 Q4 financial report. The financial report showed that in the fourth quarter of 2020, Alibaba Cloud's single-quarter revenue was 11.615 billion yuan, and its adjusted EBITA achieved a profit of 24 million yuan.</p><p>This is the first time that Alibaba Cloud has achieved a single-quarter profit since its establishment twelve years ago.</p><p>However, considering the scale advantage of Alibaba Cloud and the living environment of domestic cloud vendors, the competition in the domestic cloud market is still very fierce.</p><p>Founder Luo Zhenyu once told such a story at an event:</p><p>All the data obtained from the APP is placed on the cloud. The cloud provider chooses Alibaba Cloud, the largest cloud provider in China, and the annual service fee paid to Alibaba Cloud is as high as tens of millions.<img src=\"https://static.tigerbbs.com/590da46a087ceed178517103fe6d74b2\" tg-width=\"740\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p><p>At the same time, Luo Zhenyu also received \"more than 100,000 coupons\" from other small and medium-sized cloud service vendors in his mailbox...</p><p>Even if the competition is so fierce, it still does not delay capital's optimism about cloud service vendors other than giants.</p><p>On January 20, 2020, UCloud landed on the Science and Technology Innovation Edition as the first cloud computing stock in China, and its market value exceeded 30 billion yuan on the first day;</p><p>On May 8, 2020, Kingsoft Cloud, as Lei Jun's fourth listed company, was listed in the United States, and its market value exceeded US $4.7 billion on the first day;</p><p>On March 16, 2021, Qingyun was listed on the Science and Technology Innovation Board as the first hybrid cloud stock, and its market value exceeded 4 billion yuan on the first day;</p><p>On March 18, 2021, Tuya Smart was listed on the New York Stock Exchange as the first IoT cloud stock.</p><p>From the perspective of actual business, whether it is giant manufacturers such as Alibaba, Tencent, and Huawei, or second-tier cloud manufacturers such as UCloud, Kingsoft Cloud, and Qingyun, they are all involved in \"IoT cloud\" business.</p><p>In such a heavy siege, does Tuya Smart, which is listed as the \"No. 1 IoT cloud stock\", have the opportunity to grow into the next generation of \"giants\"?</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIoT cloud platform Tuya Smart landed on the New York Stock Exchange, and its first listing opened more than 28% higher\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-19 00:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On March 18, the IoT cloud platform Tuya Smart was officially listed on the New York Stock Exchange. It opened up more than 28% to US $27, with a market value of US $15.11 billion. Tiger Securities is the only Internet investment bank in the Tuya Smart underwriting team, contributing a total of US $1.85 billion in orders and subscribing for nearly 58,000 customers, highlighting its strong order subscription strength. From the perspective of order ratio, the proportion of retail orders is still outstanding, showing the high attention and acceptance of Tiger platform users to new economy enterprises.</p><p><img src=\"https://static.tigerbbs.com/1a278534bdfeba8a543409acadb2ec91\" tg-width=\"1080\" tg-height=\"2249\"></p><p><img src=\"https://static.tigerbbs.com/1ac508d9d4a0611a79fca73710fa19a1\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"></p><p>TUYA Smart IPO price is set at $21, above the guidance range ($17-20), under the symbol \"TUYA\". In this IPO, Tuya Smart will sell 43.59 million ADS (American Depositary Shares) and is expected to raise US $915 million.</p><p><b>Tuya Smart, breaking out of the siege of giants?</b></p><p>Internet giants such as Alibaba, JD.COM, and Baidu have successively returned to Hong Kong for secondary listings. When many technology companies have landed on the Science and Technology Innovation Edition and the Growth Enterprise Market in China, Chinese-funded enterprises have once again ushered in a boom in listing in the United States.</p><p>According to incomplete statistics, in the first two months of 2021, there are 13 domestic listed companies in the United States, including Ronglianyun and Wuxing Technology.</p><p>As a unicorn company favored by many capitals in the hot Internet of Things track, Tuya Smart also went public in the United States today.</p><p>The bell rings on the New York Stock Exchange, and the myth of making wealth continues...</p><p>At this time, many people also want to see whether a \"new giant\" can emerge from the trillion-dollar Internet of Things track?</p><p><b>1、</b><b><b>Graffiti Smart Bar Mitzvah</b></b></p><p>On the evening of March 18, Tuya Smart executives, investors, partners, and even the mayor of Hangzhou personally rushed to the Huanglong Hotel in Hangzhou to witness the bell ringing ceremony of Tuya Smart's listing in the United States.</p><p><img src=\"https://static.tigerbbs.com/b5ed48ea6a3e3cf8f3367f617e10ec4c\" tg-width=\"740\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p>Before ringing the bell, Chen Liaohan, founder and president of Tuya Smart, and Liu Yao, senior vice president and CFO of Tuya Smart, accepted interviews with the media, revealing Tuya Smart's thoughts and plans in this listing process.</p><p>Ask:<b>The return of Chinese concept stocks is the current trend. Why did Tuya choose to list in the United States?</b></p><p>Liu Yao: Our choice of US stocks is mainly due to two considerations:</p><p><ul><li>First, Tuya is a global enterprise, and the customers we support are brands, factories, channel providers and operators all over the world. The customer base is taken into account when listed on the US stock market;</p><p></li><li>Second, we are a cloud vendor. There are a large number of mature investors in the US stock market who focus on investing in technology cloud companies. They have a deep understanding of cloud companies.</p><p></li></ul>Ask:<b>What concept is used when introducing graffiti to US stock investors?</b></p><p>Liu Yao: Investors think that Tuya is an infrastructure cloud company, and we provide basic services such as water and electricity for the entire IoT industry.</p><p>Ask:<b>The prospectus shows that we have been in a state of loss in the past two years. What improvement measures will we have in the future?</b></p><p>Liu Yao: Historically, it is quite common for technology companies to lose money before or early listing, because we need to invest a lot of research and development to develop truly high-value products, especially when we enter this field, it is brand-new, so it takes a long time to explore the precipitation of products, but our losses are actually narrowing rapidly.</p><p>After listing, we will continue to invest heavily in research and development, make good products, and provide customers with the best service. At the same time, we will control our cash flow more disciplined. So I think the loss is likely to continue, but it will slowly narrow.</p><p>Ask:<b>Graffiti currently has a lot of revenue from overseas, and how does it plan to develop its business in China in the future?</b></p><p>Chen Liaohan: In the early days, especially from 2015 to 2016, we found that intelligence began to penetrate overseas on a large scale, so in fact, our market at that time focused overseas, starting from North America, and then going to Europe, Southeast Asia, Australia and Japan. Such a development track.</p><p>Since 2017, we have discovered that China's IoT market has risen, so we have set up a team to operate our entire Chinese market.</p><p>We see that in fact, the Chinese market is a market with great potential, so although our overseas investment accounts for a higher proportion today, we find that the development potential of the Chinese market is very great, and we will also provide intelligent service capabilities for Chinese manufacturing brands. We will spend a lot of resources to deeply cultivate the Chinese market.</p><p>Ask:<b>What is the significance of intelligence at the current stage to the manufacturing industry?</b></p><p>Chen Liaohan: Take the lighting industry as an example. The current price of an ordinary ball cannon lamp is 0.4 US dollars. Once it is intelligent, its price will quickly increase to more than two US dollars. Therefore, in fact, the output value of intelligence has increased by more than 10 times, which is the charm that intelligence brings to this industry.</p><p><b>2、</b><b><b>Ali Yuanyuan: Being acquired and starting a business again</b></b></p><p>Speaking of Tuya Smart, I have to mention Ali, an Internet giant headquartered in Hangzhou.</p><p>In 2009, Alibaba's organizational structure was adjusted and Alibaba Cloud was established. Jack Ma said at that time that \"Alibaba Cloud will be Alibaba's next decade\", and transferred Dr. Wang Jian, then CTO of Alibaba, to personally lead the team. At that time, Alibaba Cloud also welcomed the first general manager, the name of Yuling.</p><p>Yu Ling's real name is Wang Xueji, and it is rumored that he is a teenager who is a schoolmaster. Before entering Ali, he founded PHPWind Forum in 2003 with his classmates and friends in college.</p><p>PHPWind is a community open source system, whose main business is to help moderators and webmasters set up their own forums. At that time, there was another mainstream community open source system in China, Discuz. These two systems witnessed the rise and awakening of the domestic Internet, and also built the interesting BBS era.</p><p>In the forum war at that time, Tencent acquired Discuz in 2010 and opened up with a QQ account. A QQ account can log in to major forums, and a large number of QQ troops poured into major forums for a time; Alibaba acquired PHPWind in 2008 two years earlier than Tencent. Wang Xueji and his team entered Alibaba together, and became Alibaba Cloud's first business team with PHPWind the following year.</p><p>On September 19, 2014, Ali was listed on the New York Stock Exchange; This year, the users of Alibaba Cloud services have covered 200 countries around the world; It was also in this year that Wang Xueji went out of Ali to start a business again and established Tuya Smart.</p><p><img src=\"https://static.tigerbbs.com/4d32c71c334938c21381fd7521ecfbda\" tg-width=\"645\" tg-height=\"302\" referrerpolicy=\"no-referrer\"></p><p>At that time, Chen Liaohan, Lin Yaona, Zhou Ruixin and other original crew members who joined Ali from PHPWind also ran away to start a business together.</p><p><b>3、</b><b><b>Graffiti Past: It took a year and a half to have the first customer</b></b></p><p>In 2014, the concept of the Internet of Things was still on the eve of turmoil in China, but it has taken shape and become popular abroad.</p><p>Because of this,<b>At the beginning of its establishment, Tuya Smart focused its business overseas.</b></p><p>In this regard, Chen Liaohan also introduced in detail the founding team's understanding of the IoT market at the beginning of the business:</p><p>In 2015, consumers' awareness and acceptance of smart products in overseas markets, especially in North America, were actually higher than those in China. Wherever the customer is, we will do it.</p><p>In 2014, smart speaker products such as Amazon's Alexa and Google's Google Home have appeared in North America. Such products have promoted consumers' enthusiasm for purchasing smart devices, because after purchasing voice speakers, users hope to have a large number of devices at home. Devices can be connected to voice speakers for better interaction and experience. This is also an opportunity for Tuya to see. Tuya plays a role in helping overseas brands connect to voice speakers of different brands, which is why Tuya has developed rapidly overseas in recent years.</p><p>At that time, what kind of product did Tuya Smart want to make?</p><p><b>At first, we just wanted to try to create some innovative products with intelligent technology. This product may be the third device besides computers and mobile phones, or it may be a platform.</b>This is Wang Xueji's original idea of founding Tuya Intelligence.</p><p>The intelligent technologies mentioned here are actually technologies that teams such as cloud computing, big data, and Internet of Things have accumulated for a long time. Through these technologies, Tuya Smart tested the waters in 2015 and made its first product, Airtake.</p><p>Airtake is not a piece of hardware, but a camera App that integrates cloud services. This product is mainly designed to solve the problem of cloud storage of mobile phones and cameras at that time. Tuya Smart then launched an SD card with WiFi function. With the application of Airtake, photos taken by traditional cameras or mobile phones are automatically uploaded to the cloud photo album, and only compressed pictures are retained locally (occupying 1/6 of the original space).</p><p><img src=\"https://static.tigerbbs.com/5cff693416a4d203aa1bbabf17865ddf\" tg-width=\"740\" tg-height=\"263\" referrerpolicy=\"no-referrer\"></p><p>Airtake is an early software that uses cloud technology to solve daily practical problems. Although it failed to become the third-ranked device in the hands of users after computers and mobile phones in the end, it clearly shows that<b>The basic business model of Tuya Intelligence-hardware + software + cloud services.</b></p><p>In Tuya Smart's business model, hardware refers to networking modules (also known as IoT modules, cloud modules). Currently, there are multiple types of module solutions including Wi-Fi modules, Bluetooth modules, Zigbee modules, etc. These modules are embedded into devices to achieve device networking and secondary development. Software and cloud services refer to PaaS and SaaS services provided based on the IoT cloud platform.</p><p>It can also be seen from the prospectus of Tuya Smart's listing in the United States that Tuya Smart's main business currently includes four parts:</p><p><ul><li><b>IoT PaaS.</b>Provide solutions based on cloud, Internet of Things, edge computing and other technologies, which are embodied in hardware products, which are networking modules. By embedding networking modules, devices are networked, and then the networked devices are connected to Tuya Smart's IoT cloud platform, ultimately realizing the conversion from traditional products to IoT products with edge computing, storage, and networking capabilities and intelligent management of devices.</p><p></li><li><b>IoT SaaS.</b>Provide industry SaaS for vertical industries such as hotels and real estate. Enterprises can use these SaaS solutions to realize the management and operation and maintenance of smart devices.</p><p></li><li><b>Smart Device Distribution.</b>Provide brand manufacturers and system integrators with smart devices from OEM partners who have deployed Tuya Smart IoT PaaS.</p><p></li><li><b>Other value-added cloud services.</b>Provide value-added services such as artificial intelligence virtual assistants and big data analysis for enterprise customers, and provide data storage, message push, content services, etc. for Tuya Smart device users.</p><p></li></ul>Among them, IoT PaaS is the core business of Tuya Smart. Most of Tuya Smart's current revenue comes from IoT PaaS (Note: the revenue in 2019 and 2020 accounted for 72.2% and 84.3% respectively). As of December 31, 2020, Tuya Smart had 3,296 IoT PaaS customers, and revenue from 188 major customers accounted for 87% of IoT PaaS revenue.</p><p>In 2019, Tuya Smart's revenue reached US $106 million.</p><p>In five years, Tuya Smart has increased its revenue from 0 to US $100 million, a considerable growth rate.</p><p>However, the matter of embedding networking modules for devices and enabling devices to surf the Internet is complicated and not as simple as imagined.</p><p>Just as Tuya Smart pulled a team to start a business, Xiaomi, as far away as Beijing, also launched an Internet of Things project. Gao Ziguang, who was the person in charge of Xiaomi's IoT project at that time, discovered during communication with home appliance manufacturers:</p><p>Most large companies want to develop their own modules instead of adopting other people's standards (modules). After the Xiaomi team spent nearly a year discussing cooperation matters with major appliance manufacturers to no avail, they finally had to apply their IoT modules to Xiaomi's ecological chain enterprise products. Zhimi's air purifier became Xiaomi's first IoT product.</p><p>Tuya Smart, which wants to do IoT to B business, also faces this problem.</p><p>As a start-up company, even if the team has a big factory background, it will inevitably hit a wall to develop To B business from 0.</p><p>Wang Xueji previously said in an interview with Wenzhou Business Daily, \"<b>It took us a year and a half to get the first 100 clients to know \"TUYA\" before the first client chose us.</b>”</p><p>In this regard, Chen Liaohan is also quite touched:</p><p>It took a year and a half to have the first customer, and we would also question ourselves at that time: did we choose the wrong direction, did we enter the track early... There would be a lot of thinking, but in the end we persisted.<b>4、</b><b><b>Financial owners & fans: Who is doodling in heavy warehouses?</b></b></p><p>In 2020, Tuya Smart's revenue increased by 70% to US $180 million.</p><p>However,<b>Under such beautiful performance, what is hidden is the revenue difficulty of this industry.</b></p><p>According to the data in Tuya Smart's prospectus, it incurred net losses of US $70.5 million and US $66.9 million in 2019 and 2020, respectively. As of December 31, 2020, Tuya Smart had a cumulative loss of US $192.5 million.</p><p><img src=\"https://static.tigerbbs.com/d41d65d6a764b1607ffa2053461a6c8a\" tg-width=\"740\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p><p>In this regard,<b>The solution mentioned by Tuya Smart in the prospectus is: strengthen platform construction and increase investment in the marketing team</b>。</p><p>In today's entrepreneurial environment, most start-up companies do not rely on the two-way flow of revenue and investment to develop the market, but need to leverage the power of capital. The promising Tuya Smart naturally has no shortage of financial owners and noble people.</p><p>Wu Yongming is the first noble person of Tuya Intelligence.</p><p>At the beginning of Ali's establishment, there were 18 founders. These 18 founders pooled 500,000 yuan as start-up capital and each took part of the shares, creating Alibaba, which is now in the limelight. At the beginning of the business, the 18 people were both founders and early partners of Ali. Later, the outside world also gave them a martial arts title-Ali's Eighteen Arhats.</p><p>Wu Yongming is one of these 18 people. He has served as the head of the group's search business, advertising business and wireless business in Ali. When Wang Xueji left Ali and started another business, as Wang Xueji's immediate boss at that time, Wu Yongming became an angel investor of Tuya Smart out of his own pocket.</p><p>In addition to Wu Yongming, the angel investors of Tuya Smart include Li Zhiguo, the 46th employee of Ali, and Bat Capital, which was also founded by Qu Tian, a former employee of Ali. For this reason, Tuya Smart was once considered an Ali-based enterprise.</p><p>With such a founding team, such angel investment, and the choice of a recognized potential track, Tuya Smart has been destined to attract much attention since its establishment.</p><p>In the following years, Tuya Smart received multiple rounds of huge financing, which can be said to be a \"rich\" enterprise. According to public information, Tuya Smart received three rounds of financing of US $10 million, RMB 100 million, and US $200 million in September 2015, October 2017, and July 2018 respectively. The investors include NEA Enyi Investment, Oriental Fuhai, Linear Capital, Broadband Capital, Quadrille Capital, Future Fund, C.M. Capital and other well-known investment institutions at home and abroad.</p><p>In addition, in the prospectus submitted to the U.S. Securities and Exchange Commission (SEC) when preparing for listing, Tuya Smart disclosed more information about the capital, including:</p><p><b>Tencent holds 10.8% of the shares and is the second largest institutional investor after Enyi Investment;</b>Still losing money is the current situation of Tuya Smart, but IoT is still a track that continues to grow, a track with great potential, and a track with infinite possibilities.</p><p>This makes Tuya Smart, which was listed in the United States as the \"first IoT cloud stock\", become a unicorn company with a valuation of tens of billions of dollars when the market rose and surrounded by capital.</p><p><b>5、</b><b><b>Revaluating \"IoT Cloud\"</b></b></p><p>On the evening of February 2, 2021, Alibaba released its 2020 Q4 financial report. The financial report showed that in the fourth quarter of 2020, Alibaba Cloud's single-quarter revenue was 11.615 billion yuan, and its adjusted EBITA achieved a profit of 24 million yuan.</p><p>This is the first time that Alibaba Cloud has achieved a single-quarter profit since its establishment twelve years ago.</p><p>However, considering the scale advantage of Alibaba Cloud and the living environment of domestic cloud vendors, the competition in the domestic cloud market is still very fierce.</p><p>Founder Luo Zhenyu once told such a story at an event:</p><p>All the data obtained from the APP is placed on the cloud. The cloud provider chooses Alibaba Cloud, the largest cloud provider in China, and the annual service fee paid to Alibaba Cloud is as high as tens of millions.<img src=\"https://static.tigerbbs.com/590da46a087ceed178517103fe6d74b2\" tg-width=\"740\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p><p>At the same time, Luo Zhenyu also received \"more than 100,000 coupons\" from other small and medium-sized cloud service vendors in his mailbox...</p><p>Even if the competition is so fierce, it still does not delay capital's optimism about cloud service vendors other than giants.</p><p>On January 20, 2020, UCloud landed on the Science and Technology Innovation Edition as the first cloud computing stock in China, and its market value exceeded 30 billion yuan on the first day;</p><p>On May 8, 2020, Kingsoft Cloud, as Lei Jun's fourth listed company, was listed in the United States, and its market value exceeded US $4.7 billion on the first day;</p><p>On March 16, 2021, Qingyun was listed on the Science and Technology Innovation Board as the first hybrid cloud stock, and its market value exceeded 4 billion yuan on the first day;</p><p>On March 18, 2021, Tuya Smart was listed on the New York Stock Exchange as the first IoT cloud stock.</p><p>From the perspective of actual business, whether it is giant manufacturers such as Alibaba, Tencent, and Huawei, or second-tier cloud manufacturers such as UCloud, Kingsoft Cloud, and Qingyun, they are all involved in \"IoT cloud\" business.</p><p>In such a heavy siege, does Tuya Smart, which is listed as the \"No. 1 IoT cloud stock\", have the opportunity to grow into the next generation of \"giants\"?</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3be944a9a32d46999588e09d1fd39d10","relate_stocks":{"TUYA":"涂鸦智能"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175135367","content_text":"3月18日，IoT云平台涂鸦智能正式在纽交所挂牌上市，开盘涨超28%，报27美元，市值151.1亿美元。老虎证券为本次涂鸦智能承销团队中唯一的互联网投行，贡献共计18.5亿美元订单，认购客户近5.8万人次，凸显出其强大的订单认购实力。从订单比例来看，零售订单占比依旧突出，展现出老虎平台用户对新经济企业的高关注度和高接受度。\n\n\n涂鸦智能IPO价格定为21美元，高于指导区间(17-20美元)，代码为“TUYA”。在本次IPO中，涂鸦智能将发售4359万股ADS（美国存托股），预计将筹集9.15亿美元。\n涂鸦智能，冲出巨头重围？\n在阿里、京东、百度等互联网巨头相继回港二次上市，在众多科技企业在国内登陆科创版、创业板时，中资企业赴美上市再度迎来热潮。\n据不完全统计，2021年前两个月国内赴美上市企业已有包括容联云、雾兴科技等13家企业。\n作为爆火的物联网赛道中被众多资本看好的独角兽企业，涂鸦智能也于今日在美敲钟上市。\n纽交所钟声响起，造富神话继续……\n此时，很多人也想看看，万亿物联网赛道能否冲出一位“新巨头”？\n1、涂鸦智能的成人礼\n3月18日晚，涂鸦智能高管、投资人、合作伙伴，甚至连杭州市长都亲自赶赴到杭州黄龙饭店，来见证涂鸦智能在美上市云敲钟仪式。\n\n在敲钟之前，涂鸦智能创始人兼总裁陈燎罕、涂鸦智能高级副总裁兼CFO刘尧接受了媒体采访，揭秘了涂鸦智能的在这一上市过程中的思考和计划。\n问：中概股回归是当下趋势，涂鸦为什么会选择在美上市？\n刘尧：关于我们选择美股主要是出于两个考虑：\n\n第一，涂鸦是一个全球性企业，我们支持的客户是遍布全球的品牌、工厂、渠道商及运营商，在美股上市考虑到客户的base；\n第二，我们是一个云厂商，在美股市场上有一大批成熟的、专注于投资科技类云企业的投资人，他们对云企业理解比较深刻。\n\n问：在和美股投资人介绍涂鸦时用的是怎样的概念？\n刘尧：投资人认为涂鸦是一个基础设施类云公司，我们是为整个IoT行业提供类似、水、电这样的基础服务。\n问：招股书显示我们近两年都处于一个亏损状态，未来有怎样的改善措施？\n刘尧：从历史来看，科技类公司在上市前或早期时候亏损其实是比较常见的，因为我们需要投入大量的研发来开拓出真正有高价值的产品，尤其像我们进入这个领域它是全新的，所以产品的沉淀需要一个比较长的时间来摸索，但是我们的亏损其实是在迅速收窄的。\n上市后我们会继续重投入在研发、做好产品，为客户提供最好的服务，同时我们也会比较有纪律性的管控我们的现金流。所以我觉得亏损也很有可能会继续，但会慢慢收窄。\n问：涂鸦目前有很多收入来自海外，未来打算如何发展中国业务。\n陈燎罕：早期，特别是2015年-2016年，我们发现智能化开始在海外大规模的渗透，所以其实我们当时的市场聚焦在海外，从北美开始，然后到欧洲、东南亚、澳大利亚、日本，这样一个发展轨迹。\n从2017年开始，我们发现中国的IoT市场起来了，所以我们又专门成立了一个团队来经营我们整个中国市场。\n我们看到，其实中国市场是一个有非常大潜力的市场，所以虽然我们今天在海外投资占比更高一些，但我们发现中国市场的发展潜力非常大，我们也会为中国制造业品牌提供智能化的服务能力，我们会花很多资源深耕中国市场。\n问：当前阶段的智能化对制造业的意义何在？\n陈燎罕：以照明产业为例，一个普通的球炮灯目前的售价是0.4美金，一旦它被智能化后，它的售价会迅速提升到两美金以上，所以其实智能化对整个产业的产值提升超过了10倍，这就是智能化对于这个行业带来的魅力。\n2、阿里渊源：被收购，再创业\n说起涂鸦智能，不得不提的是总部同在杭州的一家互联网巨头，阿里。\n2009年，阿里组织架构调整，成立阿里云，马云当时即称“阿里云将是阿里的下一个十年”，并调来时任阿里CTO的王坚博士亲自带队，彼时阿里云也迎来了第一任总经理，花名御灵。\n御灵本名王学集，坊间流传是一位学霸少年，进入阿里之前，曾在大学期间与同窗好友一起在2003年创办了PHPWind论坛。\nPHPWind是一款社区开源系统，主要业务是帮助版主和站长建立自己的论坛。当年，国内还有另一个主流社区开源系统，Discuz，这两大系统见证了国内互联网的兴起与觉醒，也构建起了那个趣味横生的BBS时代。\n在当时论坛大战中，腾讯在2010年收购了Discuz，并与QQ账号进行了打通，一个QQ号可以登录各大论坛，一时间各大论坛涌入大量QQ大军；阿里早腾讯两年、在2008年收购了PHPWind，王学集和他的团队一起走进了阿里，并在次年随PHPWind成为阿里云第一个业务团队。\n2014年9月19日，阿里在纽交所挂牌上市；这一年，阿里云服务的用户已经覆盖了全世界200个国家；也是在这一年，王学集走出阿里再次创业，成立了涂鸦智能。\n\n当时，一同出走创业的还有陈燎罕、林耀纳、周瑞鑫等从PHPWind一同进入阿里的原班人马。\n3、涂鸦往事：花了一年半，才有了第一个客户\n2014年，物联网概念在国内尚处于风起云涌的前夜，在国外已经成形、风靡。\n正因如此，成立之初的涂鸦智能将业务重心放在了海外。\n对此，陈燎罕也详细介绍了创始团队在创业之初对IoT市场的认知：\n2015年，海外市场、特别是北美市场消费者对于智能产品的认知和接受度其实是高于国内的。客户在哪里，我们就往哪里去做。\n2014年在北美就已经出现了亚马逊的Alexa和谷歌的Google Home等智能音箱产品，这类产品推动了消费者对于购买智能设备的热情，因为购买语音音箱后，用户就希望能够让家里大量的设备能够连接到语音音箱中，能够进行更好地交互和体验，这也是涂鸦看到的机会，涂鸦在其中就扮演了帮助海外品牌能够连接到不同品牌的语音音箱，这也是为什么这几年涂鸦在海外发展迅速的原因。\n在当时，涂鸦智能究竟想要做一个怎样的产品呢？\n\n我们一开始只是想尝试性的用智能技术打造一些创新性产品，这个产品可能是电脑、手机之外的第三个设备，也有可能是一个平台。\n\n这是王学集创立涂鸦智能最初的想法。\n这里说的智能技术其实就是云计算、大数据、物联网这些团队已有长期积累的技术。通过这些技术，涂鸦智能在2015年试水做了第一款产品，爱相机（Airtake）。\nAirtake并不是一款硬件，而是一款「集成了云服务的相机App」，这款产品主要是为了解决当时手机、相机拍照云存储问题，涂鸦智能随后也推出了一款「植入WiFi功能的SD卡」与Airtake配合应用，使得传统相机或手机拍的照片自动上传到云端相册、本地只保留压缩图片（占用空间为原图的1/6）。\n\nAirtake是一款较早利用云技术解决日常实用性问题的软件，虽然最终没能成为电脑、手机后用户手中第三顺位设备，却清晰地展现了涂鸦智能的基本商业模式——硬件+软件+云服务。\n在涂鸦智能的商业模式中，硬件指的是联网模组（也称IoT模组、云模组），目前有包括Wi-Fi模组、蓝牙模组、Zigbee模组等多类模组方案，通过将这些模组嵌入到设备中，实现设备联网和二次开发。软件和云服务指的则是基于IoT云平台提供的PaaS、SaaS服务。\n从涂鸦智能赴美上市招股书中也可以看到，目前涂鸦智能主要业务包括四块：\n\nIoT PaaS。提供基于云、物联网、边缘计算等技术的解决方案，具体表现在硬件产品上，正是联网模组，通过嵌入联网模组实现设备联网，再将联网设备连接到涂鸦智能的IoT云平台上，最终实现传统产品到具有边缘计算、存储、联网能力的IoT产品的转换和设备的智能管理。\nIoT SaaS。为诸如酒店、地产等垂直行业提供行业SaaS。企业运用这些SaaS方案可以实现智能设备的管理和运维。\n智能设备分销。为品牌厂商和系统集成商提供部署了涂鸦智能IoT PaaS的OEM合作伙伴的智能设备。\n其他增值云服务。面向企业客户提供诸如人工智能虚拟助手、大数据分析等增值服务，面向涂鸦智能的设备用户提供诸如数据存储、消息推送、内容服务等。\n\n其中，IoT PaaS是涂鸦智能的核心业务，涂鸦智能目前大部分收入来自于IoT PaaS（注：2019年、2020年的收入占比分别为72.2%、84.3%）。截止2020年12月31日，涂鸦智能有3296个IoT PaaS客户，来自188个大客户的收入占到了87%的IoT PaaS收入。\n2019年，涂鸦智能营收达到1.06亿美元。\n五年时间里，涂鸦智能将营收从0做到了1亿美元，增速可观。\n然而，为设备嵌入联网模组、让设备能够上网这件事儿，中间的利害关系复杂，并没有想象的那么简单。\n就在涂鸦智能拉队伍创业时，远在北京的小米也开启了物联网项目。当时作为小米IoT项目负责人的高自光在与家电厂商沟通过程中发现：\n\n 大企业大多希望开发自有模组，而不是采用别人的标准（模组）。\n\n小米团队花了近一年时间和各大家电厂商商谈合作事宜无果后，最终不得不将自己的IoT模组应用到小米生态链企业产品中，智米的空气净化器成了小米首款IoT产品。\n要做IoT to B业务的涂鸦智能同样要面临这一问题。\n作为一家创业企业，即使团队有大厂背景，要从0开展To B业务，也难免碰壁。\n王学集此前在接受《温州商报》采访时曾表示，“我们花了一年半时间，让最初的100个客户认识“TUYA”，才有第一个客户选择了我们。”\n对此，陈燎罕也颇有感触：\n\n 一年半的时间才有第一个客户，我们当时也会对自己产生质疑：我们的方向是不是选错了，我们进入赛道是不是进早了……，会有非常多的思考，但最后我们还是坚持下来了。\n\n4、金主&拥趸：谁在重仓涂鸦？\n2020年，涂鸦智能营收增长了70%，达到1.8亿美元。\n然而，在这样漂亮的业绩下，潜藏的却是这一行业营收的困顿。\n据涂鸦智能招股书中数据显示，在2019年和2020年分别产生了7050万美元和6690万美元的净亏损，截止2020年12月31日，涂鸦智能累计亏损1.925亿美元。\n\n对此，涂鸦智能在招股书中提及的解决之道是：「加强平台建设」和「加大营销团队投入」。\n在如今创业环境下，多数创业企业开拓市场靠的并不是营收与投入的双向流转，而是需要借力资本的力量，被看好的涂鸦智能自然不缺金主和贵人。\n吴泳铭是涂鸦智能的第一位贵人。\n阿里成立之初有18位创始人，这18位创始人凑了50万作为启动资金并各占一部分股份，创立了如今风头无两的阿里巴巴。创业之初的18人既是创始人、也是阿里的早期合伙人，后来外界也给了一个颇有武侠气息的称号——阿里十八罗汉。\n吴泳铭正是这18人之一，在阿里历任集团搜索业务、广告业务和无线业务的负责人，当王学集走出阿里再次创业时，作为王学集当时的顶头上司，吴泳铭自掏腰包成了涂鸦智能的天使投资人。\n除吴泳铭外，涂鸦智能的天使投资人还有阿里第46号员工李治国，以及同为阿里前员工屈田创办的蝙蝠资本。正因如此，涂鸦智能一度被认为是阿里系企业。\n这样的创始团队、这样的天使投资，再加上选的又是一条被公认的潜力赛道，涂鸦智能自成立之初就注定会备受关注。\n在随后几年里，涂鸦智能又拿到了多轮巨额融资，可以说是一家被“富养”的企业。据公开资料显示，涂鸦智能在2015年9月、2017年10月、2018年7月分别又拿到了千万美元、1亿人民币、2亿美元三轮融资，资方包括NEA恩颐投资、东方富海、线性资本、宽带资本、Quadrille Capital、Future Fund、C.M.Capital等国内外知名投资机构。\n另外，在筹备上市时向美国证券交易委员会(SEC)提交的招股书中，涂鸦智能披露了更多关于资方的信息，包括：\n\n腾讯持有10.8%股份、为除恩颐投资外第二大机构投资方；\n\n仍在亏损是涂鸦智能的现状，不过IoT仍是一个在持续增长的赛道，一个极有潜力的赛道，一个有无限可能的赛道。\n这使得以“IoT云第一股”在美上市的涂鸦智能，在市场上扬时、在资本簇拥下，强势成为了一家估值百亿美元的独角兽企业。\n5、重估“IoT云”\n2021年2月2日晚，阿里发布2020年Q4财报，财报显示：2020年第四季度，阿里云单季度收入116.15亿元，经调整EBITA实现盈利2400万元。\n这是阿里云自成立十二年以来，首次实现单季度盈利。\n不过，考虑到阿里云的规模优势和国内云厂商的生存环境，国内云市场的竞争依然十分激烈。\n「得到」创始人罗振宇在某次活动上曾讲述过这样一个故事：\n\n 「得到APP」所有数据是放在云上的，云供应商选择的是国内第一大云供应商阿里云，每年「得到」交给阿里云的服务费用高达数千万。\n\n\n与此同时，罗振宇的邮箱中也收到过其他中小型云服务厂商“十几万的优惠券”……\n即便竞争如此激烈，依然不耽误资本对巨头之外的云服务厂商的看好。\n2020年1月20日，UCloud以中国云计算第一股登陆科创版，首日市值突破300亿元；\n2020年5月8日，金山云作为雷军的第四家上市企业，在美上市，首日市值突破47亿美元；\n2021年3月16日，青云以混合云第一股在科创板上市，首日市值突破40亿元；\n2021年3月18日，涂鸦智能以IoT云第一股在纽交所上市。\n从实际业务来看，无论是阿里、腾讯、华为等巨头厂商，还是UCloud、金山云、青云等第二梯队云厂商均有涉及“IoT云”业务。\n在这样的重重包围中，以“IoT云第一股”上市的涂鸦智能有机会成长为下一代“巨头”吗？","news_type":1,"symbols_score_info":{"TUYA":0.9}},"isVote":1,"tweetType":1,"viewCount":2368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934699704,"gmtCreate":1663231522508,"gmtModify":1676537233091,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934699704","repostId":"1127901025","repostType":4,"repost":{"id":"1127901025","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1663229918,"share":"https://ttm.financial/m/news/1127901025?lang=en_US&edition=fundamental","pubTime":"2022-09-15 16:18","market":"us","language":"zh","title":"Strange movement | Crazy! After soaring 311%, Chinese concept monster stocks rose again by 18%","url":"https://stock-news.laohu8.com/highlight/detail?id=1127901025","media":"老虎资讯综合","summary":"摘要：美股指期货涨跌不一，阿帕契盘前上涨，董事会授权额外回购股份；奈飞盘前“躁动”， 预计低价广告版服务一年内能吸引4000万人订阅。9月15日，美股指期货涨跌不一，道指期货涨0.11%，纳指期货跌0","content":"<p><html><head></head><body><b>Summary: U.S. stock index futures were mixed.<a href=\"https://laohu8.com/S/APA\">Apache</a>Rise premarket, board authorizes additional share repurchases; Netflix is \"restless\" in front of the disc, and it is expected that the low-priced advertising version service will attract 40 million subscriptions within a year.</b>On September 15, U.S. stock index futures were mixed. Dow futures rose 0.11%, Nasdaq futures fell 0.03%, and S&P 500 futures rose 0.07%.<img src=\"https://static.tigerbbs.com/86448598361811d21aebbc20a01641cf\" tg-width=\"438\" tg-height=\"173\" referrerpolicy=\"no-referrer\"/><a href=\"https://laohu8.com/S/APA\">Apache</a>It rose more than 3% before the market, and the company's board of directors authorized the repurchase of an additional 40 million shares.</p><p>Netflix rose more than 2% before the market, and it is expected that the low-priced advertising version service will attract 40 million subscriptions within a year.</p><p>Velo3D rose more than 8% before the market, and received a net purchase of 126,900 shares from the company's directors.</p><p>Rhythm fell 11% before the market, and the company announced a public offering of 4.8 million shares at $26 per share.</p><p>Streaming media company Vimeo rose more than 3% before the market. In August, revenue increased by 9% and the number of subscribers increased by 1%.</p><p>Payoneer Global rose more than 3% before the market, and received a net purchase of 162,200 shares from director Zeevi Avi.</p><p><a href=\"https://laohu8.com/S/BEKE\">Shells</a>It rose more than 2% before the market. The company once again spent about 4 million US dollars to repurchase 664,500 shares on the New York Stock Exchange. According to statistics, Keike has conducted 7 share repurchases on the New York Stock Exchange during the month, with a total of about 4.41 million shares repurchased. The capital involved is about 25.51 million US dollars.</p><p><a href=\"https://laohu8.com/S/AKRO\">Akero Therapeutics</a>It fell nearly 4% before the market, and plans to issue 7.69 million shares at a discount of 6%.</p><p><a href=\"https://laohu8.com/S/NEE\">New Era Energy</a>It fell more than 3% before the market, and the company will sell US $2 billion in equity units, with an issuance amount of US $50 per unit.</p><p>Chinese concept monster stocks \"return\" again!<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>It rose more than 18% before the market, and the stock soared 311% on the previous trading day.<img src=\"https://static.tigerbbs.com/83e324df0d955ff4d4d4c67d3604e07e\" tg-width=\"527\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/></p><p></body></html></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>Strange movement | Crazy! After soaring 311%, Chinese concept monster stocks rose again by 18%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStrange movement | Crazy! After soaring 311%, Chinese concept monster stocks rose again by 18%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-09-15 16:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary: U.S. stock index futures were mixed.<a href=\"https://laohu8.com/S/APA\">Apache</a>Rise premarket, board authorizes additional share repurchases; Netflix is \"restless\" in front of the disc, and it is expected that the low-priced advertising version service will attract 40 million subscriptions within a year.</b>On September 15, U.S. stock index futures were mixed. Dow futures rose 0.11%, Nasdaq futures fell 0.03%, and S&P 500 futures rose 0.07%.<img src=\"https://static.tigerbbs.com/86448598361811d21aebbc20a01641cf\" tg-width=\"438\" tg-height=\"173\" referrerpolicy=\"no-referrer\"/><a href=\"https://laohu8.com/S/APA\">Apache</a>It rose more than 3% before the market, and the company's board of directors authorized the repurchase of an additional 40 million shares.</p><p>Netflix rose more than 2% before the market, and it is expected that the low-priced advertising version service will attract 40 million subscriptions within a year.</p><p>Velo3D rose more than 8% before the market, and received a net purchase of 126,900 shares from the company's directors.</p><p>Rhythm fell 11% before the market, and the company announced a public offering of 4.8 million shares at $26 per share.</p><p>Streaming media company Vimeo rose more than 3% before the market. In August, revenue increased by 9% and the number of subscribers increased by 1%.</p><p>Payoneer Global rose more than 3% before the market, and received a net purchase of 162,200 shares from director Zeevi Avi.</p><p><a href=\"https://laohu8.com/S/BEKE\">Shells</a>It rose more than 2% before the market. The company once again spent about 4 million US dollars to repurchase 664,500 shares on the New York Stock Exchange. According to statistics, Keike has conducted 7 share repurchases on the New York Stock Exchange during the month, with a total of about 4.41 million shares repurchased. The capital involved is about 25.51 million US dollars.</p><p><a href=\"https://laohu8.com/S/AKRO\">Akero Therapeutics</a>It fell nearly 4% before the market, and plans to issue 7.69 million shares at a discount of 6%.</p><p><a href=\"https://laohu8.com/S/NEE\">New Era Energy</a>It fell more than 3% before the market, and the company will sell US $2 billion in equity units, with an issuance amount of US $50 per unit.</p><p>Chinese concept monster stocks \"return\" again!<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>It rose more than 18% before the market, and the stock soared 311% on the previous trading day.<img src=\"https://static.tigerbbs.com/83e324df0d955ff4d4d4c67d3604e07e\" tg-width=\"527\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7ed81b1e72df2f2f0f21497fe08eaed","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","NEE":"新纪元能源","APA.AU":"APA GROUP","BK7148":"燃气公用事业","BK4213":"石油与天然气的勘探与生产","NFLX":"奈飞",".SPX":"S&P 500 Index","HKD":"尚乘数科",".IXIC":"NASDAQ Composite","APA":"阿帕契","BK4507":"流媒体概念",".DJI":"道琼斯","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4509":"腾讯概念","BEKE":"贝壳","AKRO":"Akero Therapeutics","BK4524":"宅经济概念","BK4581":"高盛持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4139":"生物科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127901025","content_text":"摘要：美股指期货涨跌不一，阿帕契盘前上涨，董事会授权额外回购股份；奈飞盘前“躁动”， 预计低价广告版服务一年内能吸引4000万人订阅。9月15日，美股指期货涨跌不一，道指期货涨0.11%，纳指期货跌0.03%，标普500指数期货涨0.07%。阿帕契盘前涨超3%，公司董事会授权额外回购4000万股股份。奈飞盘前涨超2%， 预计低价广告版服务一年内能吸引4000万人订阅。Velo3D盘前涨超8%，获公司董事净买入12.69万股。Rhythm盘前跌11%，公司宣布以每股26美元的价格公开发行480万股票。流媒体公司Vimeo盘前涨超3%，8月营收增长9%、订户数量增长1%。Payoneer Global盘前涨超3%，获董事Zeevi Avi净买入16.22万股。贝壳盘前涨超2%，公司再度耗资约400万美元于纽交所回购66.45万股，据统计，月内贝壳已在纽交所进行7次股份回购，共回购约441万股，涉资约2551万美元。Akero Therapeutics盘前跌近4%，拟折价6%发行769万股。新纪元能源盘前跌超3%，公司将出售20亿美元的股权单位，每单位的发行金额为50美元。中概妖股再度“归来”！尚乘数科盘前涨超18%，该股上一交易日暴涨311%。","news_type":1,"symbols_score_info":{"836077":0.9,"836149":0.9,"836239":0.9,"836260":0.9,"836263":0.9,"836433":0.9,"836675":0.9,"836720":0.9,"836826":0.9,"836892":0.9,".IXIC":0.9,"APA.AU":0.9,"BEKE":0.9,"APA":0.9,"HKD":0.9,"NFLX":0.9,"NEE":0.9,"AKRO":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322075418,"gmtCreate":1615762316634,"gmtModify":1704786098811,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322075418","repostId":"2119993427","repostType":4,"isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328349000,"gmtCreate":1615501885300,"gmtModify":1704783658206,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328349000","repostId":"2118898380","repostType":4,"repost":{"id":"2118898380","kind":"news","pubTimestamp":1615476994,"share":"https://ttm.financial/m/news/2118898380?lang=en_US&edition=fundamental","pubTime":"2021-03-11 23:36","market":"us","language":"zh","title":"The stock price was cut in half, and the bubble of new cars burst?","url":"https://stock-news.laohu8.com/highlight/detail?id=2118898380","media":"36氪","summary":"随着3月8日小鹏汽车2020年财报的出炉，至此，蔚来、理想和小鹏三家在美股上市的造车新势力均已公布2020年成绩单。\n财报数据显示，2020年，蔚来营收162.58亿人民币，同比增长107.77%；理","content":"<p><img src=\"https://static.tigerbbs.com/b969a764d1d5371718197ffcfdb41f02\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\">With March 8<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>The 2020 financial report is released, so far,<a href=\"https://laohu8.com/S/NIO\">Nio</a>, Ideal and XPeng, three new car-making forces listed on the U.S. stock market, have all announced their 2020 report cards.</p><p>Financial report data shows that in 2020, Nio's revenue will be 16.258 billion yuan, a year-on-year increase of 107.77%; Ideal achieved revenue of 9.461 billion yuan, a year-on-year increase of 3231.33%; XPeng's revenue was 5.844 billion yuan, a year-on-year increase of 151.79%.</p><p>However, behind the eye-catching financial report, although Nio, Ideal and XPeng have all achieved positive gross profit margins and bid farewell to the dilemma of \"selling one and losing one\", since February this year, the stock price, which has been rising steadily, has fallen one after another.</p><p>According to statistics from Future Auto Daily, as of the close on the morning of March 11, the stock prices of Nio, Ideal and XPeng were all halved. Among them, Nio's stock price was US $41.32, down 44.49% from the highest point of US $66.99;<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It closed at $23.34, down 51.06% from the highest point of $47.7; XPeng Motor's stock price was $30.7, down 58.78% from the highest point of $74.49.</p><p>At the same time, in the first two months of 2021, the delivery volume of the three companies has also declined to a certain extent. In January, Nio delivered 7,225 vehicles and 5,578 vehicles in February; XPeng vehicles delivered 6,015 vehicles in January and only 2,223 vehicles in February; Li Auto's two-month delivery volumes were 5,379 vehicles and 2,300 vehicles respectively.</p><p>Investment institutions with a keen sense of smell seem to have already felt the chill of this pool of \"spring river water\".</p><p>In the fourth quarter of 2020, Hillhouse Capital liquidated all its holdings of approximately 2.41 million Nio shares, 1.6 million ideal shares and approximately 900,000 XPeng shares, staging a \"capital withdrawal\" drama. Intriguingly, after clearing three stocks, in February this year, Hillhouse Capital turned around and participated in<a href=\"https://laohu8.com/S/002594\">BYD</a>A new round of fixed increase.</p><p>Nowadays, under the influence of half sea water and half flame in the capital market, new car manufacturers seem to have achieved remarkable results, but in fact the test is still going on.</p><p><b>1</b></p><p><b>Make fancy money, say goodbye to selling cars at a loss</b></p><p>In the financial reports of Nio, Ideal and XPeng, the most eye-catching result is that in fiscal year 2020, they all achieved positive gross profit margins, which also means that the situation of \"selling cars and losing money\" among the three has been reversed.</p><p><img src=\"https://static.tigerbbs.com/d030843f0e9c88125dcbdd04a10264e4\" tg-width=\"550\" tg-height=\"117\" referrerpolicy=\"no-referrer\">Future Automobile Daily Tabulation</p><p>Among them, Nio's gross profit margin for the whole year of 2020 is 11.52%; And Nio's gross profit margin in the fourth quarter was higher than the full-year level, at 17.2%. But it is worth noting that \"selling points\" accounted for a certain contribution to the increase in Nio's gross profit margin in the fourth quarter.</p><p>Qu Yu, vice president of finance of Nio, mentioned in the conference call that Nio's gross profit from points sales in the fourth quarter was 120 million yuan, contributing 1.8% to the gross profit margin, helping to improve the comprehensive gross profit, and points will continue to be given to Nio. \"Hematopoiesis\".</p><p>Li Bin, founder, chairman and CEO of Nio, once revealed that Nio will generate 200,000 points in 2020 and will be sold in 2021. In addition, the current price of points is on the rise, which means that you can also get a considerable income by selling points.</p><p>In fact, Nio is not the only one that makes money by points, the other side<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Already earned a lot of money. According to Tesla's financial report, in the past five years, Tesla has made a profit of more than US $3.3 billion by selling carbon credits. Tesla's 2020 financial report shows that Tesla's carbon trading revenue reached US $1.58 billion in 2020, becoming the biggest boost to supporting the company's performance and directly helping Tesla achieve its first annual profit.</p><p>In addition to Nio, Ideal, which is famous for its \"cost control\", also achieved a positive gross profit margin in 2020. Its annual gross profit margin was 16.4%, and its gross profit margin in the fourth quarter was 17.5%. In addition, Li Auto's net profit in Q4 was 107.5 million yuan, and the company also achieved a positive quarterly profit for the first time.</p><p>Li Tie, CFO of Li Auto, revealed in a conference call that the positive gross profit in the fourth quarter was mainly due to the income generated by short-term financial product investment. He predicts that gross profit will reach 19%-20% in 2021 as production increases, BOM costs decrease, and manufacturing expenses decrease.</p><p>Jia Xinguang, an automotive industry analyst, analyzed to Future Auto Daily that for Ideal, which currently has only one model, it is easier to control production costs than Nio, which has three cars being delivered.</p><p><img src=\"https://static.tigerbbs.com/e4b3fcd5962dcd614938bb6b8fcd5c56\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\">Image source: XPeng official</p><p>The last XPeng to announce its financial report has a gross profit margin of 4.6% in 2020 and 7.4% in the fourth quarter. Although XPeng's gross profit margin is lower than Nio and Ideal, it also reveals positive signals to the outside world.</p><p>Unlike Nio, which sells points and ideally invests in wealth management products to increase gross profit margins, XPeng uses the form of \"car + XPILOT\" assisted driving bundle to drive an increase in gross profit margins.</p><p>In the fourth quarter of 2020, XPeng P7 deliveries reached 8,527 units, an increase of 37.3% from 6,210 units in the third quarter of 2020. At the same time, 95% of the XPeng P7 models delivered in the fourth quarter support XPILOT 2.5 or XPILOT 3.0, which is also more conducive to revenue growth.</p><p>XPeng once mentioned in the prospectus that its goal is to diversify revenue sources and profit opportunities by providing software systems, hoping to<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Software sales can increase gross profit margins. He XPeng also pointed out at the financial report that higher-level fees will be adopted for higher-level XPILOT in the future.</p><p><b>2</b></p><p><b>Losses Continue, Mixed Blessings</b></p><p>Although the \"top three new cars\" have achieved positive gross profit margins through various methods, behind the glory, it is still difficult to hide the current loss status.</p><p>Judging from the net loss in 2020, Nio lost 5.304 billion yuan, XPeng lost 2.732 billion yuan, and Ideal lost 152 million yuan.</p><p>In<a href=\"https://laohu8.com/S/601211\">Guotai Junan</a>According to Zhang Xin, chief automotive analyst, although car companies have achieved positive gross profit margins by selling points, controlling costs and even managing money, in the face of huge R&D, market operation and other expenditures, \"this method is still a mantis arm blocking the car, which cannot become a long-term strategy for car companies.\"</p><p>Jia Xinguang believes that if car companies want to make profits, they must achieve economies of scale. \"It is difficult for the three new car-making forces to achieve profitability because the sales volume is insufficient. Only when the quantity increases can the positive effect of gross profit margin be maximized, thereby offsetting expenditures and gathering sand into a tower.\"</p><p>according to<a href=\"https://laohu8.com/S/002736\">Guosen Securities</a>According to the published research report, in order to achieve profitability, Nio's sales volume must reach 180,000 vehicles, ideally 60,000 vehicles, and XPeng's sales volume must reach 120,000 vehicles. Last year, the sales of the three were 43,700, 32,600 and 27,000.</p><p>He XPeng once said in an interview with the media, \"Although XPeng Automobile has invested heavily in research and development, it can achieve breakeven by delivering 10,000 vehicles per month.\"</p><p><img src=\"https://static.tigerbbs.com/e836904dc43fb7dff0587ddf56e78912\" tg-width=\"550\" tg-height=\"385\" referrerpolicy=\"no-referrer\">Image source: Ideal Official</p><p>When the problem of profitability still exists, the question of capital bubble is rampant again, and the stock price of new forces is directly \"cut in half\".</p><p>In this regard,<a href=\"https://laohu8.com/S/000776\">GF Securities</a>Relevant investors told Future Auto Daily that in addition to general environmental factors such as the overall correction of U.S. stocks, the decline in stock prices is determined by the overall valuation of the three companies and the liquidity of the entire market. \"The financial report reflects the overall performance of a company last year, while the stock price reflects the company's future expectations. From this point, it can be seen that the decline in the stock prices of the three companies represents that their market performance last year was difficult to support the expectations of the capital market.\" The above-mentioned investors further explained.</p><p>At the same time, the transformation of traditional car companies has also allowed investors to see another possibility. \"Shareholders are still happy to listen to stories, and the better the story, the more willing investors are to pay for it.\" Zhang Xin told Future Auto Daily.</p>","source":"36k","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>The stock price was cut in half, and the bubble of new cars burst?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe stock price was cut in half, and the bubble of new cars burst?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">36氪</strong><span class=\"h-time small\">2021-03-11 23:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/b969a764d1d5371718197ffcfdb41f02\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\">With March 8<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>The 2020 financial report is released, so far,<a href=\"https://laohu8.com/S/NIO\">Nio</a>, Ideal and XPeng, three new car-making forces listed on the U.S. stock market, have all announced their 2020 report cards.</p><p>Financial report data shows that in 2020, Nio's revenue will be 16.258 billion yuan, a year-on-year increase of 107.77%; Ideal achieved revenue of 9.461 billion yuan, a year-on-year increase of 3231.33%; XPeng's revenue was 5.844 billion yuan, a year-on-year increase of 151.79%.</p><p>However, behind the eye-catching financial report, although Nio, Ideal and XPeng have all achieved positive gross profit margins and bid farewell to the dilemma of \"selling one and losing one\", since February this year, the stock price, which has been rising steadily, has fallen one after another.</p><p>According to statistics from Future Auto Daily, as of the close on the morning of March 11, the stock prices of Nio, Ideal and XPeng were all halved. Among them, Nio's stock price was US $41.32, down 44.49% from the highest point of US $66.99;<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It closed at $23.34, down 51.06% from the highest point of $47.7; XPeng Motor's stock price was $30.7, down 58.78% from the highest point of $74.49.</p><p>At the same time, in the first two months of 2021, the delivery volume of the three companies has also declined to a certain extent. In January, Nio delivered 7,225 vehicles and 5,578 vehicles in February; XPeng vehicles delivered 6,015 vehicles in January and only 2,223 vehicles in February; Li Auto's two-month delivery volumes were 5,379 vehicles and 2,300 vehicles respectively.</p><p>Investment institutions with a keen sense of smell seem to have already felt the chill of this pool of \"spring river water\".</p><p>In the fourth quarter of 2020, Hillhouse Capital liquidated all its holdings of approximately 2.41 million Nio shares, 1.6 million ideal shares and approximately 900,000 XPeng shares, staging a \"capital withdrawal\" drama. Intriguingly, after clearing three stocks, in February this year, Hillhouse Capital turned around and participated in<a href=\"https://laohu8.com/S/002594\">BYD</a>A new round of fixed increase.</p><p>Nowadays, under the influence of half sea water and half flame in the capital market, new car manufacturers seem to have achieved remarkable results, but in fact the test is still going on.</p><p><b>1</b></p><p><b>Make fancy money, say goodbye to selling cars at a loss</b></p><p>In the financial reports of Nio, Ideal and XPeng, the most eye-catching result is that in fiscal year 2020, they all achieved positive gross profit margins, which also means that the situation of \"selling cars and losing money\" among the three has been reversed.</p><p><img src=\"https://static.tigerbbs.com/d030843f0e9c88125dcbdd04a10264e4\" tg-width=\"550\" tg-height=\"117\" referrerpolicy=\"no-referrer\">Future Automobile Daily Tabulation</p><p>Among them, Nio's gross profit margin for the whole year of 2020 is 11.52%; And Nio's gross profit margin in the fourth quarter was higher than the full-year level, at 17.2%. But it is worth noting that \"selling points\" accounted for a certain contribution to the increase in Nio's gross profit margin in the fourth quarter.</p><p>Qu Yu, vice president of finance of Nio, mentioned in the conference call that Nio's gross profit from points sales in the fourth quarter was 120 million yuan, contributing 1.8% to the gross profit margin, helping to improve the comprehensive gross profit, and points will continue to be given to Nio. \"Hematopoiesis\".</p><p>Li Bin, founder, chairman and CEO of Nio, once revealed that Nio will generate 200,000 points in 2020 and will be sold in 2021. In addition, the current price of points is on the rise, which means that you can also get a considerable income by selling points.</p><p>In fact, Nio is not the only one that makes money by points, the other side<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Already earned a lot of money. According to Tesla's financial report, in the past five years, Tesla has made a profit of more than US $3.3 billion by selling carbon credits. Tesla's 2020 financial report shows that Tesla's carbon trading revenue reached US $1.58 billion in 2020, becoming the biggest boost to supporting the company's performance and directly helping Tesla achieve its first annual profit.</p><p>In addition to Nio, Ideal, which is famous for its \"cost control\", also achieved a positive gross profit margin in 2020. Its annual gross profit margin was 16.4%, and its gross profit margin in the fourth quarter was 17.5%. In addition, Li Auto's net profit in Q4 was 107.5 million yuan, and the company also achieved a positive quarterly profit for the first time.</p><p>Li Tie, CFO of Li Auto, revealed in a conference call that the positive gross profit in the fourth quarter was mainly due to the income generated by short-term financial product investment. He predicts that gross profit will reach 19%-20% in 2021 as production increases, BOM costs decrease, and manufacturing expenses decrease.</p><p>Jia Xinguang, an automotive industry analyst, analyzed to Future Auto Daily that for Ideal, which currently has only one model, it is easier to control production costs than Nio, which has three cars being delivered.</p><p><img src=\"https://static.tigerbbs.com/e4b3fcd5962dcd614938bb6b8fcd5c56\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\">Image source: XPeng official</p><p>The last XPeng to announce its financial report has a gross profit margin of 4.6% in 2020 and 7.4% in the fourth quarter. Although XPeng's gross profit margin is lower than Nio and Ideal, it also reveals positive signals to the outside world.</p><p>Unlike Nio, which sells points and ideally invests in wealth management products to increase gross profit margins, XPeng uses the form of \"car + XPILOT\" assisted driving bundle to drive an increase in gross profit margins.</p><p>In the fourth quarter of 2020, XPeng P7 deliveries reached 8,527 units, an increase of 37.3% from 6,210 units in the third quarter of 2020. At the same time, 95% of the XPeng P7 models delivered in the fourth quarter support XPILOT 2.5 or XPILOT 3.0, which is also more conducive to revenue growth.</p><p>XPeng once mentioned in the prospectus that its goal is to diversify revenue sources and profit opportunities by providing software systems, hoping to<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Software sales can increase gross profit margins. He XPeng also pointed out at the financial report that higher-level fees will be adopted for higher-level XPILOT in the future.</p><p><b>2</b></p><p><b>Losses Continue, Mixed Blessings</b></p><p>Although the \"top three new cars\" have achieved positive gross profit margins through various methods, behind the glory, it is still difficult to hide the current loss status.</p><p>Judging from the net loss in 2020, Nio lost 5.304 billion yuan, XPeng lost 2.732 billion yuan, and Ideal lost 152 million yuan.</p><p>In<a href=\"https://laohu8.com/S/601211\">Guotai Junan</a>According to Zhang Xin, chief automotive analyst, although car companies have achieved positive gross profit margins by selling points, controlling costs and even managing money, in the face of huge R&D, market operation and other expenditures, \"this method is still a mantis arm blocking the car, which cannot become a long-term strategy for car companies.\"</p><p>Jia Xinguang believes that if car companies want to make profits, they must achieve economies of scale. \"It is difficult for the three new car-making forces to achieve profitability because the sales volume is insufficient. Only when the quantity increases can the positive effect of gross profit margin be maximized, thereby offsetting expenditures and gathering sand into a tower.\"</p><p>according to<a href=\"https://laohu8.com/S/002736\">Guosen Securities</a>According to the published research report, in order to achieve profitability, Nio's sales volume must reach 180,000 vehicles, ideally 60,000 vehicles, and XPeng's sales volume must reach 120,000 vehicles. Last year, the sales of the three were 43,700, 32,600 and 27,000.</p><p>He XPeng once said in an interview with the media, \"Although XPeng Automobile has invested heavily in research and development, it can achieve breakeven by delivering 10,000 vehicles per month.\"</p><p><img src=\"https://static.tigerbbs.com/e836904dc43fb7dff0587ddf56e78912\" tg-width=\"550\" tg-height=\"385\" referrerpolicy=\"no-referrer\">Image source: Ideal Official</p><p>When the problem of profitability still exists, the question of capital bubble is rampant again, and the stock price of new forces is directly \"cut in half\".</p><p>In this regard,<a href=\"https://laohu8.com/S/000776\">GF Securities</a>Relevant investors told Future Auto Daily that in addition to general environmental factors such as the overall correction of U.S. stocks, the decline in stock prices is determined by the overall valuation of the three companies and the liquidity of the entire market. \"The financial report reflects the overall performance of a company last year, while the stock price reflects the company's future expectations. From this point, it can be seen that the decline in the stock prices of the three companies represents that their market performance last year was difficult to support the expectations of the capital market.\" The above-mentioned investors further explained.</p><p>At the same time, the transformation of traditional car companies has also allowed investors to see another possibility. \"Shareholders are still happy to listen to stories, and the better the story, the more willing investors are to pay for it.\" Zhang Xin told Future Auto Daily.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-03-11/doc-ikknscsi1516048.shtml\">36氪</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b969a764d1d5371718197ffcfdb41f02","relate_stocks":{"XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-03-11/doc-ikknscsi1516048.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118898380","content_text":"随着3月8日小鹏汽车2020年财报的出炉，至此，蔚来、理想和小鹏三家在美股上市的造车新势力均已公布2020年成绩单。\n财报数据显示，2020年，蔚来营收162.58亿人民币，同比增长107.77%；理想实现营收94.61亿人民币，同比增长3231.33%；小鹏营收58.44亿人民币，同比增长151.79%。\n不过在亮眼财报的背后，虽然蔚来、理想和小鹏均实现了毛利率转正，告别了“卖一辆亏一辆”的窘境，但是自今年2月份以来，曾经节节攀升的股价却接连下跌。\n根据未来汽车日报统计，截至3月11日上午收盘，蔚来、理想和小鹏的股价均呈腰斩之势。其中，蔚来的股价为41.32美元，较最高点66.99美元下跌44.49%；理想汽车报收于23.34美元，较最高点的47.7美元跌去51.06%；小鹏汽车股价30.7美元，较最高点的74.49美元下跌58.78%。\n与此同时，在2021年的前两个月，三家的交付量也都出现了一定程度的下滑。1月，蔚来交付量为7225辆，2月交付5578辆；小鹏汽车1月交付量为6015辆，2月交付量仅为2223辆；理想汽车两个月的交付量则分别为5379辆和2300辆。\n嗅觉敏锐的投资机构似乎早已感知到这池“春江水”的寒意。\n2020年第四季度，高瓴资本将其持有的约241万股蔚来股票、160万股理想股票和约90万股小鹏股票悉数清仓，上演了一出“资本撤离”的大戏。耐人寻味的是，在清仓三只股票后，今年2月，高瓴资本转身参与了比亚迪新一轮定增。\n如今在资本市场一半海水，一半火焰的裹挟下，新造车们看似成绩斐然，实际上考验仍在继续。\n1\n花式赚钱，告别亏本卖车\n在蔚来、理想和小鹏三家的财报中，最亮眼的成绩则是在2020财年，都实现了毛利率转正，这也意味着三者“卖车亏钱”的局面得到了扭转。\n未来汽车日报制表\n其中，蔚来2020年全年毛利率为11.52%；并且蔚来第四季度毛利率高于全年水平，为17.2%。但值得注意的是，蔚来第四季度毛利率的提升，“卖积分”占据着一定的功劳。\n蔚来财务副总裁曲玉在电话会议中提到，蔚来第四季度积分销售毛利为1.2亿元，对毛利率的贡献为1.8%，帮助改善了综合毛利，并且积分还会持续给蔚来“造血”。\n蔚来创始人、董事长兼CEO李斌曾透露，2020年蔚来产生的积分达20万个，将在2021年进行销售。加之当前的积分价格呈上升态势，意味着通过卖积分也能获得一笔可观的收入。\n事实上，靠积分赚钱的不止蔚来，另一边特斯拉早已赚得盆满钵满。根据特斯拉财报，近五年，靠出售碳排放额度，特斯拉获利超过33亿美元。特斯拉2020年财报显示，2020年特斯拉碳交易收入达到15.8亿美元，成为支撑公司业绩的最大助力，直接帮助特斯拉实现首次年度盈利。\n除了蔚来，以“成本控制”闻名的理想也在2020年实现毛利率转正，其全年公司毛利率为16.4%，第四季度毛利率为17.5%。此外，理想汽车Q4季度净利润为1.075亿元人民币，公司也首次实现季度利润为正。\n理想汽车CFO李铁在电话会议中透露，第四季度毛利转正主要得益于短期理财产品投资产生收益。他预计，2021年随着产量提升、BOM成本下降以及制造费用下降，毛利将达到19%-20%。\n汽车行业分析师贾新光向未来汽车日报分析称，对于目前旗下只有一款车型的理想来说，相较于有三款车在交付的蔚来，更容易控制生产成本。\n图片来源:小鹏官方\n最后一家公布财报的小鹏汽车，2020年毛利率为4.6%，第四季度毛利率为7.4%，虽然相较于蔚来和理想，小鹏的毛利率较低，但也对外透露出了积极的信号。\n与蔚来卖积分，理想投资理财产品提升毛利率不同，小鹏则是通过“车+XPILOT”辅助驾驶捆绑的形式，带动毛利率的提升。\n2020年第四季度，小鹏P7交付量达8527辆，较2020年第三季度6210辆增长了37.3%。与此同时，四季度已交付的小鹏P7中，95%的车型支持XPILOT 2.5或XPILOT 3.0，也更加有利于收益的增长。\n小鹏曾在招股书中提及，其目标是通过提供软件系统，使收入来源和盈利机会多样化，希望智能软件的销售能提高毛利率。何小鹏也在财报会指出，未来会针对于更高等级的XPILOT采取更高等级的收费。\n2\n亏损继续，喜忧参半\n“新造车三强”虽然通过各种方式实现了毛利率转正，但风光背后，依旧难掩亏损现状。\n从2020年净亏损情况来看，其中，蔚来亏损53.04亿元，小鹏亏损27.32亿元，理想则亏损1.52亿元。\n在国泰君安首席汽车分析师张欣看来，车企虽然通过卖积分、控制成本甚至理财等方法实现了毛利率转正，但在庞大的研发、市场运营等支出面前，“这种方法依然是螳臂挡车，并不能成为车企的长久之策”。\n贾新光认为，车企想要盈利，就必须实现规模效益。“三家造车新势力难以实现盈利是因为销量规模不足，只有当数量上去之后，毛利率转正的效应才能发挥到最大化，从而抵消支出，聚沙成塔。”\n根据国信证券发布的研报，要想实现盈利，蔚来的销量规模要达到18万辆，理想应达到6万辆，小鹏要达到12万辆。而去年，三者的销量则为4.37万辆、3.26万辆和2.7万辆。\n何小鹏曾在接受媒体采访时表示，“小鹏汽车虽然在研发上进行高投入，但月交付1万辆车可以实现盈亏平衡。”\n图片来源：理想官方\n当盈利的难题依然存在，资本泡沫的质疑也再次甚嚣尘上，新势力也出现股价直接“腰斩”的情况。\n对此，广发证券相关投资人士对未来汽车日报表示，除了美股整体回调等大环境因素之外，股价的下跌是由三家公司的整体估值和整个市场流动性决定的。“财报反映的是一家公司去年整体一年的表现，股价则体现的是公司未来的预期，从这点可以看出，三家公司股价下跌代表着其去年的市场表现难以支撑资本市场的预期。”上述投资人士进一步解释道。\n与此同时，传统车企们的转型发车，也让投资人们看到另一种可能。“股民们依然乐忠于听故事，且这个故事越美好，股民就越愿意为其买单。”张欣对未来汽车日报表示。","news_type":1,"symbols_score_info":{"LI":0.9,"XPEV":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328340694,"gmtCreate":1615501838818,"gmtModify":1704783657554,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328340694","repostId":"1163010883","repostType":4,"repost":{"id":"1163010883","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1615483695,"share":"https://ttm.financial/m/news/1163010883?lang=en_US&edition=fundamental","pubTime":"2021-03-12 01:28","market":"us","language":"zh","title":"The \"Korean Amazon\" Coupang is here! It rose 84% on the first day","url":"https://stock-news.laohu8.com/highlight/detail?id=1163010883","media":"老虎资讯综合","summary":"韩国电商巨头Coupang今日正式在纽约证券交易所挂牌交易，上市首日大涨84%。Coupang预计，到2024年，网购消费将从2019年的2600美元增加到4300美元。2020年，Coupang的净收入总额大幅增长。而在2020年，Coupang的净收入总额接近1200万美元，几乎在一年内翻倍。Coupang的净收入仍为负数。好消息是，Coupang一直在减少亏损。如果Coupang继续保持这一趋势，投资者将有望在未来几年看到利润。这可能使Coupang股票成为一个长期的机会。Coupang计划通过发展平台和产品来改善财务状况。","content":"<p>South Korean e-commerce giant Coupang officially listed on the new york Stock Exchange today, rising 84% on its first day of listing.</p><p><img src=\"https://static.tigerbbs.com/349ea3151aa479cbf7ebe46af4c5b237\" tg-width=\"828\" tg-height=\"1792\"></p><p>SoftBank began investing in this e-commerce company in 2015, when it invested US $1 billion, and invested another US $2 billion in November 2018, which caused its valuation to soar from US $5 billion to US $9 billion. It was once called Korean version<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>。 According to the prospectus, after the listing, SoftBank's SVF Investments (UK) Limited will hold 33.1% of the company's shares. Based on a valuation of $58.3 billion, the market value of this part of the equity is about $19.2 billion.</p><p><img src=\"https://static.tigerbbs.com/ddc62aed46961bd66b5dcb8b5d930a16\" tg-width=\"688\" tg-height=\"440\" referrerpolicy=\"no-referrer\"><b>Coupang Market Overview</b></p><p><b>South Korea is the fourth largest economy in Asia and the 12th largest in the world, with a GDP of $1.6 trillion. However, while Coupang is South Korea's largest product-based e-commerce platform, it still accounts for a small percentage of retail, grocery, consumer food services and travel spending.</b></p><p><b>According to Coupang's prospectus, this market totaled $470 billion in 2019 and is expected to reach $534 billion by 2024. Among them, e-commerce accounted for US $128 billion in the total in 2019, and is expected to reach US $206 billion by 2024, with a compound annual growth rate of approximately 10%. Coupang predicts that online shopping spending will increase from $2,600 in 2019 to $4,300 by 2024.</b></p><p><b>Due to the COVID-19 pandemic in 2020, coupled with the accelerated application of new technologies in Korea, Coupang has grown significantly, which we can see from the company's financial situation.</b></p><p><b>Coupang Financial Data</b></p><p><b>On the one hand, the company's revenue is growing. In 2020, Coupang's total net revenue increased significantly. In 2018, the company had revenue of $4 million. In 2019, that figure increased to about $6.3 million, a 60% increase. And in 2020, Coupang's total net income was close to $12 million, almost doubling in a year.</b></p><p><b>But on the other hand, the company is not yet profitable. Coupang's net revenue remains negative. The good news is that Coupang has been cutting its losses. In 2018, Coupang's net loss was close to $1.1 billion. In 2019, the company managed to cut it below $700 million. In 2020, the net loss was $475 million.</b></p><p><img src=\"https://static.tigerbbs.com/b3ba7cd01c6a99392b59738f35e7c466\" tg-width=\"688\" tg-height=\"398\" referrerpolicy=\"no-referrer\"><b>If Coupang continues this trend, investors will be expected to see profits in the coming years. This could make Coupang stock a long-term opportunity. Coupang plans to improve its finances by growing its platform and products. As a strong growth company, we are optimistic about its future growth prospects, and the investment opportunities are not limited to IPO. Coupang stock will have a good chance of success. I'm keeping an eye...</b></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>The \"Korean Amazon\" Coupang is here! It rose 84% on the first day</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe \"Korean Amazon\" Coupang is here! It rose 84% on the first day\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-12 01:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>South Korean e-commerce giant Coupang officially listed on the new york Stock Exchange today, rising 84% on its first day of listing.</p><p><img src=\"https://static.tigerbbs.com/349ea3151aa479cbf7ebe46af4c5b237\" tg-width=\"828\" tg-height=\"1792\"></p><p>SoftBank began investing in this e-commerce company in 2015, when it invested US $1 billion, and invested another US $2 billion in November 2018, which caused its valuation to soar from US $5 billion to US $9 billion. It was once called Korean version<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>。 According to the prospectus, after the listing, SoftBank's SVF Investments (UK) Limited will hold 33.1% of the company's shares. Based on a valuation of $58.3 billion, the market value of this part of the equity is about $19.2 billion.</p><p><img src=\"https://static.tigerbbs.com/ddc62aed46961bd66b5dcb8b5d930a16\" tg-width=\"688\" tg-height=\"440\" referrerpolicy=\"no-referrer\"><b>Coupang Market Overview</b></p><p><b>South Korea is the fourth largest economy in Asia and the 12th largest in the world, with a GDP of $1.6 trillion. However, while Coupang is South Korea's largest product-based e-commerce platform, it still accounts for a small percentage of retail, grocery, consumer food services and travel spending.</b></p><p><b>According to Coupang's prospectus, this market totaled $470 billion in 2019 and is expected to reach $534 billion by 2024. Among them, e-commerce accounted for US $128 billion in the total in 2019, and is expected to reach US $206 billion by 2024, with a compound annual growth rate of approximately 10%. Coupang predicts that online shopping spending will increase from $2,600 in 2019 to $4,300 by 2024.</b></p><p><b>Due to the COVID-19 pandemic in 2020, coupled with the accelerated application of new technologies in Korea, Coupang has grown significantly, which we can see from the company's financial situation.</b></p><p><b>Coupang Financial Data</b></p><p><b>On the one hand, the company's revenue is growing. In 2020, Coupang's total net revenue increased significantly. In 2018, the company had revenue of $4 million. In 2019, that figure increased to about $6.3 million, a 60% increase. And in 2020, Coupang's total net income was close to $12 million, almost doubling in a year.</b></p><p><b>But on the other hand, the company is not yet profitable. Coupang's net revenue remains negative. The good news is that Coupang has been cutting its losses. In 2018, Coupang's net loss was close to $1.1 billion. In 2019, the company managed to cut it below $700 million. In 2020, the net loss was $475 million.</b></p><p><img src=\"https://static.tigerbbs.com/b3ba7cd01c6a99392b59738f35e7c466\" tg-width=\"688\" tg-height=\"398\" referrerpolicy=\"no-referrer\"><b>If Coupang continues this trend, investors will be expected to see profits in the coming years. This could make Coupang stock a long-term opportunity. Coupang plans to improve its finances by growing its platform and products. As a strong growth company, we are optimistic about its future growth prospects, and the investment opportunities are not limited to IPO. Coupang stock will have a good chance of success. I'm keeping an eye...</b></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2e7baf4791880ec622a52ef407c55afe","relate_stocks":{"CPNG":"Coupang, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163010883","content_text":"韩国电商巨头Coupang今日正式在纽约证券交易所挂牌交易，上市首日大涨84%。软银从2015年起开始向这家电商公司投资，当时投资了10亿美元，2018年11月再加码投资20亿美元，这使得其估值从50亿美元一下子飙升到90亿美元，一度被称为韩国版亚马逊。招股书显示，上市后，软银旗下SVF Investments (UK) Limited将持有该公司33.1%的股权。按583亿美元的估值计算，这部分股权市值约为192亿美元。Coupang 市场概况韩国是亚洲第四大经济体，全球第12大经济体，GDP为1.6万亿美元。然而，尽管Coupang是韩国最大的产品类电商平台，但它在零售、食品杂货、消费者餐饮服务和旅游支出中所占比例仍然很小。根据Coupang的招股说明书，2019年这一市场总额为4700亿美元，预计到2024年将达到5340亿美元。其中，2019年电商在总额中的占比为1280亿美元，预计到2024年将达到2060亿美元，大约10%的复合年增长率。Coupang预计，到2024年，网购消费将从2019年的2600美元增加到4300美元。由于2020年的新冠疫情，加上韩国在新技术上的运用加速，Coupang增长显著，我们可以从公司的财务状况上看到。Coupang 财务数据一方面，公司的收入不断增长。2020年，Coupang的净收入总额大幅增长。2018年，该公司的收入为400万美元。2019年，这一数字增至约630万美元，增长了60%。而在2020年，Coupang的净收入总额接近1200万美元，几乎在一年内翻倍。但另一方面，该公司还没有盈利。Coupang的净收入仍为负数。好消息是，Coupang一直在减少亏损。2018年，Coupang的净亏损接近11亿美元。2019年，该公司成功将其削减至7亿美元以下。2020年，净亏损为4.75亿美元。如果Coupang继续保持这一趋势，投资者将有望在未来几年看到利润。这可能使Coupang股票成为一个长期的机会。Coupang计划通过发展平台和产品来改善财务状况。作为一家强劲成长的企业，我们看好它未来的增长前景，投资的机会不止于IPO。Coupang股票将有很大的成功机会。持续关注中......","news_type":1,"symbols_score_info":{"CPNG":0.9}},"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}