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2021-12-02

$CHINA TOWER(00788)$Why drop so much?

2021-12-02

$CHINA TOWER(00788)$What happen today drop so much?

2021-10-26

Nice

Top highlights from Xpeng’s 2021 Tech Day<blockquote>小鹏汽车2021年科技日亮点</blockquote>

2021-10-23

May be overpriced! Time to encash especially if you bought at previous high price…..

Tesla Stock Closed Above $900 for First Time. What Could Come Next.<blockquote>特斯拉股价首次收于900美元以上。接下来会发生什么。</blockquote>

2021-10-21

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Tesla Shares Shrug As Musk-Less Call Offers Dry Details On Expansion, Insurance, Full Self Driving<blockquote>没有马斯克的看涨期权提供了有关扩张、保险、全自动驾驶的枯燥细节，特斯拉股价耸耸肩</blockquote>

2021-10-20

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2021-10-12

Wow

MGM Resorts surged more than 7% in morning trading<blockquote>米高梅度假村早盘飙升逾7%</blockquote>

2021-10-08

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2021-10-07

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2021-10-05

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2021-10-03

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Here is Top 20 S&P 500 winners in the third-quarter<blockquote>以下是第三季度标普500前20名获奖者</blockquote>

2021-10-02

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2021-10-01

Great to hear that a new drug can cure covid! Pls like n comments

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2021-09-30

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2021-09-29

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2021-09-28

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2021-09-27

Can trust or not?

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2021-09-26

Sell AMC?

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2021-09-25

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2021-09-24

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Friday's Market Minute: Takeaways From Another Volatile Earnings Season<blockquote>周五市场纪要：另一个波动的财报季的要点</blockquote>

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href=\"https://laohu8.com/S/00788\">$CHINA TOWER(00788)$</a>Why drop so much?","listText":"<a href=\"https://laohu8.com/S/00788\">$CHINA TOWER(00788)$</a>Why drop so much?","text":"$CHINA TOWER(00788)$Why drop so much?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603519468","isVote":1,"tweetType":1,"viewCount":3556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603519137,"gmtCreate":1638425214044,"gmtModify":1638425503849,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00788\">$CHINA TOWER(00788)$</a>What happen today drop so much?","listText":"<a href=\"https://laohu8.com/S/00788\">$CHINA TOWER(00788)$</a>What happen today drop so much?","text":"$CHINA TOWER(00788)$What happen today drop so much?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603519137","isVote":1,"tweetType":1,"viewCount":2353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852162414,"gmtCreate":1635254077955,"gmtModify":1635254216143,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852162414","repostId":"1107955725","repostType":2,"repost":{"id":"1107955725","kind":"news","pubTimestamp":1635142717,"share":"https://www.laohu8.com/m/news/1107955725?lang=zh_CN&edition=full","pubTime":"2021-10-25 14:18","market":"us","language":"en","title":"Top highlights from Xpeng’s 2021 Tech Day<blockquote>小鹏汽车2021年科技日亮点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107955725","media":"TechCrunch","summary":"Chinese smart electric vehicle startup Xpeng has announced a series of innovations that it says will","content":"<p>Chinese smart electric vehicle startup Xpeng has announced a series of innovations that it says will help it craft&nbsp; the mobility ecosystem of the future.</p><p><blockquote>中国智能电动汽车初创公司小鹏汽车宣布了一系列创新，据称这些创新将帮助其打造未来的移动生态系统。</blockquote></p><p> “Our exploration of more efficient, safer, carbon-neutral mobility solutions goes far beyond just smart EVs, and is the cornerstone of our long-term competitive advantages,” said He Xiaopeng, chairman and CEO of XPeng, at the startup’s 2021 Tech Day in Beijing on Sunday. “We strive to implement cutting-edge mobility technologies in mass-production models for the benefit of our customers.”</p><p><blockquote>小鹏汽车董事长兼首席执行官何小鹏在该初创公司2021年科技大会上表示：“我们对更高效、更安全、碳中和的出行解决方案的探索远远超出了智能电动汽车的范畴，也是我们长期竞争优势的基石。”周日在北京举行。“我们努力在量产车型中实施尖端的移动技术，以造福客户。”</blockquote></p><p> Xiaopeng went into detail on the company’s latest versions of its&nbsp;advanced driver assistance system(ADAS),its supercharger network, a next-generation flying car&nbsp;built with HT Aero&nbsp;and its&nbsp;robotic unicorn for kids.</p><p><blockquote>小鹏详细介绍了该公司最新版本的高级驾驶辅助系统(ADAS)、超级充电网络、采用HT Aero构建的下一代飞行汽车以及儿童机器人独角兽。</blockquote></p><p> <b>Xpilot 3.5 will be designed for city driving</b></p><p><blockquote><b>Xpilot 3.5将为城市驾驶而设计</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aee41a955c499c77869b2db8159ed345\" tg-width=\"1536\" tg-height=\"1152\" width=\"100%\" height=\"auto\"><span>XPILOT 3.5 and City NGP</span></p><p><blockquote><p class=\"t-img-caption\"><span>XPILOT 3.5和城市NGP</span></p></blockquote></p><p> Xpeng is planning to roll out the next generation of its ADAS, called Xpilot, to drivers in select cities during the first half of 2022. Xpilot 3.5 will feature “City Navigation Guided Pilot (NGP)” and will only be available to drivers of Xpeng’s P5 family sedan, which can be built with lidar, millimeter-wave radar and a 3D visual perception network that can recognize, classify and position multiple targets – all of which is essential for city-level NGP.</p><p><blockquote>小鹏汽车计划在2022年上半年向部分城市的驾驶员推出下一代ADAS（名为Xpilot）。Xpilot 3.5将具有“城市导航引导飞行员（NGP）”功能，仅适用于小鹏P5家庭轿车的驾驶员，该轿车可以使用激光雷达、毫米波雷达和3D视觉感知网络来构建，可以识别、分类和定位多个目标——所有这些对于城市级NGP来说都是必不可少的。</blockquote></p><p> The last Xpilot version, 3.0, which was available to drivers of Xpeng’s P7 sedan, handled highway-level NGP, through which Xpeng was able to gather nearly 12 million kilometers, or 7.5 million miles, of data.</p><p><blockquote>小鹏汽车P7轿车驾驶员可以使用的最后一个Xpilot版本3.0处理高速公路级NGP，通过该版本小鹏汽车能够收集近1200万公里（即750万英里）的数据。</blockquote></p><p> Xpilot 3.5 will have a strategic planning module with advanced prediction capabilities that uses a combination of rule-driven and data-driven AI to handle city scenarios, like avoiding static objects and vulnerable road users, as well as lane changing at any speed, according to Xpeng.</p><p><blockquote>Xpilot 3.5将拥有一个具有高级预测功能的战略规划模块，该模块结合使用规则驱动和数据驱动的人工智能来处理城市场景，例如避开静态物体和易受攻击的道路使用者，以及以任何速度变道小鹏。</blockquote></p><p> Xpeng’s approach to reaching full autonomy is similar to Tesla’s, in that it aims to go through Level 2 autonomy, or ADAS systems, on its way to reaching Level 5. (SAE International&nbsp;describes Level 2 autonomy as a system that mainly has support features, like adaptive cruise control and brake support. It describes Level 5 autonomy a system that can drive anywhere under all conditions.) Last month,Tesla released a software update&nbsp;that allows customers to request access to its Full Self-Driving Beta (FSD Beta) software. FSD includes capabilities like automatic lane change, moving into and out of parking spots and autosteering, which is currently not yet available for city streets. Tesla has given no date as to when it will bring this capability to cities, but it will be poweredusingonly vision and neural network processing.</p><p><blockquote>小鹏汽车实现完全自动驾驶的方法与特斯拉类似，其目标是在达到5级自动驾驶的过程中通过2级自动驾驶（ADAS系统）。（SAE International将2级自动驾驶描述为主要具有支持功能的系统，如自适应巡航控制和制动支持。它将5级自动驾驶描述为可以在任何条件下在任何地方驾驶的系统。）上个月，特斯拉发布了一个软件更新，允许客户请求访问其全自动驾驶测试版（FSD Beta）软件。FSD包括自动变道、进出停车位和自动转向等功能，这些功能目前尚不适用于城市街道。特斯拉没有给出何时将这种功能引入城市的日期，但它将仅使用视觉和神经网络处理来驱动。</blockquote></p><p> “Human-machine co-pilot functions will remain critical for the foreseeable future,” said XinZhou Wu, VP of autonomous driving at Xpeng, during the event. “Ourmission is to progressively transition from advanced driver assistance to full autonomous driving, with a clear roadmap to first completely connect all driving scenarios. Our closed-loop data operation, software iteration and mass production capability – all created in-house – put us in pole position to significantly improve safety and resolve the industry’s long-tail issues.”</p><p><blockquote>小鹏汽车自动驾驶副总裁吴新洲在活动中表示：“在可预见的未来，人机副驾驶功能仍然至关重要。”“我们的使命是逐步从高级驾驶辅助过渡到全自动驾驶，并制定明确的路线图，首先将所有驾驶场景完全连接起来。我们的闭环数据运营、软件迭代和量产能力——全部由内部创建——使我们处于领先地位，显着提高安全性并解决行业的长尾问题。”</blockquote></p><p> Just as Tesla charges for its FSD software, so does Xpeng for its Xpilot. Xpeng didn’t say how much version 3.5 would cost, but version 3.0 currently costs about $3,200 (RMB 20,000), which can be purchased outright or paid for via annual subscription, an Xpeng spokesperson told TechCrunch.</p><p><blockquote>正如特斯拉对其FSD软件收费一样，小鹏汽车也对其Xpilot收费。小鹏汽车发言人告诉TechCrunch，小鹏汽车没有透露3.5版本的价格，但3.0版本目前的价格约为3200美元（2万元人民币），可以直接购买或通过年度订阅支付。</blockquote></p><p> <b>Xpilot 4.0 to provide full-scenario point-to-point ADAS</b></p><p><blockquote><b>Xpilot 4.0将提供全场景点对点ADAS</b></blockquote></p><p> Xpeng’s Xpilot 4.0, which is planned for a roll out in the first half of 2023, would give the startup an edge on its race to full autonomy. The plan is to be the first to deliver full-scenario assisted smart driving experiences, from turning the vehicle on to parking it and everything in between.</p><p><blockquote>小鹏汽车的Xpilot 4.0计划于2023年上半年推出，这将使这家初创公司在完全自动驾驶的竞赛中占据优势。该计划将率先提供全场景辅助智能驾驶体验，从启动车辆到停车以及其间的一切。</blockquote></p><p> This version of Xpilot will require a lot of compute power, so Xpeng is building a hardware upgrade for version 4.0, “with 508 TOPS ECU compute power supported by two Orin-X autonomous driving System-on-the-Chip (SOC) units,8-million-pixel front-view binocular camera and 2.9-million-pixel side-view cameras (covering front, rear, left and right view), and a highly integrated and expandable domain controller,” the company said in a statement.</p><p><blockquote>这个版本的Xpilot将需要大量的计算能力，因此小鹏正在为4.0版本进行硬件升级，“由两个Orin-X自动驾驶片上系统（SOC）单元支持508 TOPS ECU计算能力，800万像素的前视双目摄像头和290万像素的侧视摄像头（覆盖前、后、左、右视），以及一个高度集成和可扩展的域控制器，”该公司在一份声明中表示。</blockquote></p><p> A spokesperson for Xpeng told TechCrunch Xpilot 4.0 will not go into any of the automaker’s existing vehicles, but rather will end up in an as yet unannounced vehicle. It’s likely that this new model will be an SUV, says the spokesperson, but Xpeng hasn’t released any information about it so far.</p><p><blockquote>小鹏汽车的一位发言人告诉TechCrunch，Xpilot 4.0不会应用于该汽车制造商的任何现有车辆，而是最终将应用于尚未公布的车辆。该发言人表示，这款新车型很可能是一款SUV，但小鹏汽车迄今为止尚未发布任何相关信息。</blockquote></p><p></p><p> By the end of next year, as Xpeng prepares to bring Xpilot 4.0 to market, the automaker aims to have 75 million miles of highway NGP driven and 22 million miles of city NGP driven, as well as a 90% penetration rate of its memory parking function, Valet Parking Assist (VPA).</p><p><blockquote>到明年年底，随着小鹏汽车准备将Xpilot 4.0推向市场，该汽车制造商的目标是实现7500万英里的高速公路NGP驾驶和2200万英里的城市NGP驾驶，以及90%的记忆停车渗透率功能，代客泊车辅助（VPA）。</blockquote></p><p> Xpeng also stressed the importance of safety when churning out all of this ADAS, and smart driving is only one aspect of that. The startup announced an upgrade to its user interface and operating system. The Xmart OS 4.0 promises a detailed display complete with a 3D rendering of the environment surrounding the vehicle. The OS will roll out next year in new vehicle models, said Xiaopeng. Xpeng is also rolling out version 2.0 of its voice assistant, which it says can listen, process and execute at the same time, to help make rides smoother for drivers.</p><p><blockquote>小鹏汽车在生产所有这些ADAS时还强调了安全的重要性，而智能驾驶只是其中的一个方面。这家初创公司宣布升级其用户界面和操作系统。Xmart OS 4.0承诺提供详细的显示，并提供车辆周围环境的3D渲染。小鹏表示，该操作系统将于明年在新车型中推出。小鹏汽车还推出了语音助手2.0版本，据称该助手可以同时监听、处理和执行，以帮助驾驶员更顺畅地乘坐。</blockquote></p><p> Finally, just as&nbsp;Tesla has released a safety score for drivers&nbsp;looking to test its FSD Beta software, and also get heaps of data for its budding insurance line, Xpeng is unleashing a safety test to help drivers understand the boundaries of the Xpilot before activating it. Drivers will receive a smart driving score before they are able to use Xpilot, and if the driver monitoring system finds them to be driving irresponsibly down the line, it will deduct points from their overall score and possibly revoke Xpilot access.</p><p><blockquote>最后，正如特斯拉为希望测试其FSD Beta软件的驾驶员发布了安全评分，并为其崭露头角的保险系列获取了大量数据一样，小鹏汽车也推出了一项安全测试，以帮助驾驶员在激活Xpilot之前了解Xpilot的界限。驾驶员在能够使用Xpilot之前将获得智能驾驶分数，如果驾驶员监控系统发现他们不负责任地驾驶，它将从他们的总体分数中扣分，并可能撤销Xpilot访问权限。</blockquote></p><p> <b>Superchargers that give up to 125 miles range in five minutes</b></p><p><blockquote><b>增压器可在五分钟内行驶125英里</b></blockquote></p><p> If Xpeng wants to create the smart mobility ecosystem of the future, it needs to power it. The startup already has 1,648 free charging stations in its network and 439 branded supercharging stations throughout China, but during its Tech Day, Xpeng revealed plans to produce its next generation “X-Power” superchargers based on a 800V high-voltage mass-production Silicon Carbide charging platform.</p><p><blockquote>如果小鹏汽车想要创建未来的智能出行生态系统，它需要为其提供动力。这家初创公司的网络中已经有1,648个免费充电站，在中国各地有439个品牌超级充电站，但在科技日期间，小鹏汽车透露计划生产基于800V高压量产的下一代“X-Power”超级充电站。碳化硅充电平台。</blockquote></p><p> The X-Power chargers will be able to give EVs enough juice to go up to 200 kilometers, or 125 miles, in just five minutes, and an average of 30 vehicles can be charged on one supercharger at a time, says Xpeng. The startup is also planning to roll out lightweight 480 kW high-voltage supercharging piles, which come with Xpeng vehicles so owners can charge their cars, for the first time. In order to support this supercharging network, Xpeng says it will launch power storage facilities in both piles and mobile vehicles.</p><p><blockquote>小鹏汽车表示，X-Power充电器将能够在短短5分钟内为电动汽车提供足够的电量，使其行驶200公里（125英里），平均一次可以在一个超级充电器上为30辆汽车充电。该初创公司还计划首次推出小鹏汽车配备的轻型480 kW高压超级充电桩，以便车主可以为汽车充电。为了支持这个超级充电网络，小鹏汽车表示将在桩和移动车辆中推出储电设施。</blockquote></p><p> Xpeng did not share when this new charging tech will make it to market.</p><p><blockquote>小鹏汽车没有透露这项新充电技术何时上市。</blockquote></p><p> <b>A flying car that also drives</b></p><p><blockquote><b>一辆还能开车的飞行汽车</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/8b979c843e4030acc9e66523d3ecf982\" tg-width=\"1500\" tg-height=\"843\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> At the event, Xpeng revealed its new goal to become the world’s top low-altitude manned flying vehicle manufacturer, in large part fueled by its mission to create itssixth generation flying car. But this is not just any flying car. This one will also be able to drive on the road.</p><p><blockquote>在此次活动中，小鹏汽车透露了成为世界顶级低空载人飞行器制造商的新目标，这在很大程度上是由其打造第六代飞行汽车的使命推动的。但这不是普通的飞行汽车。这辆也将能够在路上行驶。</blockquote></p><p> A video presented during the event showed a rendering of a very sexy looking car, even sexier than the&nbsp;Xpeng P7, that converts from a normal car to a flying car through a foldable rotor mechanism. Xpeng says the low-altitude flying vehicle will be 50% the weight of the P7 and be about 18 feet in length at first with plans to make it shorter eventually. It’ll have both a steering wheel for road operations as well as a single lever for flight modes.</p><p><blockquote>活动期间展示的一段视频展示了一辆看起来非常性感的汽车的渲染图，甚至比小鹏P7还要性感，它通过可折叠的转子机构从普通汽车转换为飞行汽车。小鹏汽车表示，这款低空飞行器的重量将是P7的50%，最初长度约为18英尺，并计划最终使其更短。它将有一个用于道路操作的方向盘和一个用于飞行模式的单杆。</blockquote></p><p> The new flying car will also feature an advanced environmental perception system that can fully evaluate the surrounding environment and weather conditions to conduct safety assessments before take-off, says the company. The system will evaluate the data it picks up against driving objectives to ensure a safe take-off and landing, and during the flight the advanced perception and flight control algorithm will be used to avoid obstacles.</p><p><blockquote>该公司表示，新型飞行汽车还将配备先进的环境感知系统，可以全面评估周围环境和天气状况，以便在起飞前进行安全评估。该系统将根据驾驶目标评估其拾取的数据，以确保安全起飞和着陆，在飞行过程中，先进的感知和飞行控制算法将用于避开障碍物。</blockquote></p><p> Xpeng is planning to begin mass production for this contraption, which is being developed by Xpeng affiliate urban air mobility (UAM) company HT Aero, as soon as 2024. The final design, which Xiaopeng said would be more understated than the current renderings, is to be decided sometime next year. The CEO also said Xpeng is aiming for the cost to be lower than $157,000 (RMB 1 million).</p><p><blockquote>小鹏汽车计划最早于2024年开始量产这款由小鹏汽车附属城市空中交通(UAM)公司HT Aero开发的装置。小鹏表示，最终的设计将比目前的效果图更加低调，将于明年某个时候决定。这位首席执行官还表示，小鹏汽车的目标是成本低于15.7万美元（100万元人民币）。</blockquote></p><p> Last week, Xpeng led HT Aero’s $500 million Series A raise, and HT Aero has produced other UAM vehicles for Xpeng, most recently the&nbsp;Xpeng X2, which is Xpeng’s fifth gen flying car that can seat two people. A spokesperson from Xpeng told TechCrunch the sixth gen flying car will be built for similar city use cases, like going from the office to the airport, or other similar trips under 30 minutes of flight time. Xpeng’s philosophy is to sell direct to consumer, so it’ll be interesting to see how low-altitude air regulations shift to handle a rather fast go-to-market strategy. Xiaopeng said he hopes to work with regulators to get to a place where Xpeng can legally mass-produce flying cars for private use by 2024, but didn’t go into more detail.</p><p><blockquote>上周，小鹏汽车领投了HT Aero 5亿美元的A轮融资，HT Aero还为小鹏汽车生产了其他UAM车辆，最近的一款是小鹏X2，这是小鹏汽车第五代飞行汽车，可容纳两人。小鹏汽车的一位发言人告诉TechCrunch，第六代飞行汽车将用于类似的城市用例，例如从办公室到机场，或飞行时间不到30分钟的其他类似旅行。小鹏汽车的理念是直接向消费者销售，因此看看低空空气法规如何转变以处理相当快速的上市策略将会很有趣。小鹏表示，希望与监管机构合作，到2024年，小鹏可以合法量产供私人使用的飞行汽车，但没有透露更多细节。</blockquote></p><p></p><p> <b>Riding the path to smart mobility on a robotic pony</b></p><p><blockquote><b>骑着机器人小马走上智能移动之路</b></blockquote></p><p> Last month, Xpeng teased a pony-style robot that kids could ride and interact with. The quadruped would ideally be so perceptive that it would be able to detect human emotions. During its Tech Day, Xpeng went into further detail about how it foresees smart robots like this pony becoming an intelligent platform for an integrated smart mobility system that can address far more complex autonomy challenges than vehicles.</p><p><blockquote>上个月，小鹏汽车预告了一款小马式机器人，孩子们可以骑着它并与之互动。理想情况下，四足动物会非常敏锐，能够察觉人类的情绪。在科技日期间，小鹏汽车进一步详细介绍了它如何预见像这匹小马这样的智能机器人将成为集成智能移动系统的智能平台，该系统可以解决比车辆复杂得多的自动驾驶挑战。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59684451aead23baad7064d5cba00d5a\" tg-width=\"1646\" tg-height=\"930\" width=\"100%\" height=\"auto\"><span>Woman in office loads Xpeng robotic pony with treats to be delivered in a video presented during Xpeng’s 2021 Tech Day.</span></p><p><blockquote><p class=\"t-img-caption\"><span>在小鹏汽车2021年科技日期间发布的一段视频中，办公室里的一名妇女正在给小鹏汽车机器人小马装载待交付的零食。</span></p></blockquote></p><p> And it’s not just for kids. During the presentation, Xpeng played a video demonstrating how the cute robotic pony could be used to deliver snacks and other parcels in an office setting – a nod to the horse’s historic role in mobility history to transport objects. (In that same video, Xpeng possibly teased another robotic animal that was also hanging out in the fictional office, and this one looked a bit like&nbsp;Xiaomi’s creepy robot dog.)</p><p><blockquote>这不仅仅是为了孩子。在演示过程中，小鹏汽车播放了一段视频，展示了如何使用可爱的机器人小马在办公室环境中运送零食和其他包裹——这是对马在移动历史上运输物体的历史作用的认可。（在同一段视频中，小鹏汽车可能戏弄了另一只同样在虚构办公室里闲逛的机器动物，这只看起来有点像小米令人毛骨悚然的机器狗。）</blockquote></p><p> Xiaopeng said Xpeng is leaning towards creating a quadruped like a pony rather than a bipedal robot because four legs are more stable than two.During Tesla’s AI Day, the company announced its plans to create a bipedal humanoid robot to handle human tasks like grocery shopping.</p><p><blockquote>小鹏表示，小鹏倾向于创造一个像小马一样的四足机器人，而不是两足机器人，因为四条腿比两条腿更稳定。在特斯拉的人工智能日期间，该公司宣布计划创造一个双足人形机器人来处理像杂货购物这样的人类任务。</blockquote></p><p> The robot will be trained to perceive a diverse environment and multiple targets with 3D route planning, and it’ll be able to recognize users through facial, body and voiceprint, says Xpeng. It is also experimenting with technologies like dynamic acoustic mapping, bionic hearing, a bionic sense of smell and even a bionic tactile experience through plantar and fingerprint touch and skin sensing. Xpeng’s robots will have a 360-degree camera module and lidar sensing system, as well as object recognition and sound field sensory technology so that it can get the most precise model of the environment to interact with.</p><p><blockquote>小鹏汽车表示，该机器人将接受训练，通过3D路线规划感知多样化的环境和多个目标，并且能够通过面部、身体和声纹识别用户。它还在试验动态声学映射、仿生听觉、仿生嗅觉，甚至通过足底和指纹触摸以及皮肤传感实现仿生触觉体验等技术。小鹏的机器人将拥有360度摄像头模块和激光雷达传感系统，以及物体识别和声场传感技术，以便它可以获得最精确的环境模型进行交互。</blockquote></p><p> During the event, Xiaopeng mentioned that by next year, two major iterations to the robotic pony would make it look completely different than the renderings Xpeng has displayed today. A spokesperson for Xpeng told TechCrunch that there’s no timeline on a path to market for the robotic pony, as of yet, but there is a prototype that’s still in the development stage. Given the immense AI and hardware challenge for Xpeng to create a fully autonomous robot and the price tag associated with that challenge, it’s safe to assume the company is many years out from commercializing this tech.</p><p><blockquote>在活动中，小鹏提到，到明年，机器人小马的两次重大迭代将使其看起来与小鹏今天展示的效果图完全不同。小鹏汽车的一位发言人告诉TechCrunch，目前还没有机器人小马上市的时间表，但有一个原型仍处于开发阶段。鉴于小鹏汽车制造全自动机器人面临巨大的人工智能和硬件挑战以及与该挑战相关的价格标签，可以肯定的是，该公司距离将这项技术商业化还有很多年的时间。</blockquote></p><p> “With the adoption of greater target recognition and precise interaction, 3D route planning that enables more complex terrain mobility and enhanced bionic senses, XPeng will bring greater application scenarios to support wider mobility, greater autonomous planning, and stronger human-machine interaction for the future of smart mobility,” the company said in a statement.</p><p><blockquote>“通过采用更强的目标识别和精确交互、实现更复杂地形机动性的3D路线规划和增强的仿生感官，小鹏汽车将带来更大的应用场景，以支持更广泛的移动性、更大的自主规划和更强的人机交互。智能移动的未来，”该公司在一份声明中表示。</blockquote></p><p></p>","source":"lsy1602557183277","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>Top highlights from Xpeng’s 2021 Tech Day<blockquote>小鹏汽车2021年科技日亮点</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nTop highlights from Xpeng’s 2021 Tech Day<blockquote>小鹏汽车2021年科技日亮点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TechCrunch</strong><span class=\"h-time small\">2021-10-25 14:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Chinese smart electric vehicle startup Xpeng has announced a series of innovations that it says will help it craft&nbsp; the mobility ecosystem of the future.</p><p><blockquote>中国智能电动汽车初创公司小鹏汽车宣布了一系列创新，据称这些创新将帮助其打造未来的移动生态系统。</blockquote></p><p> “Our exploration of more efficient, safer, carbon-neutral mobility solutions goes far beyond just smart EVs, and is the cornerstone of our long-term competitive advantages,” said He Xiaopeng, chairman and CEO of XPeng, at the startup’s 2021 Tech Day in Beijing on Sunday. “We strive to implement cutting-edge mobility technologies in mass-production models for the benefit of our customers.”</p><p><blockquote>小鹏汽车董事长兼首席执行官何小鹏在该初创公司2021年科技大会上表示：“我们对更高效、更安全、碳中和的出行解决方案的探索远远超出了智能电动汽车的范畴，也是我们长期竞争优势的基石。”周日在北京举行。“我们努力在量产车型中实施尖端的移动技术，以造福客户。”</blockquote></p><p> Xiaopeng went into detail on the company’s latest versions of its&nbsp;advanced driver assistance system(ADAS),its supercharger network, a next-generation flying car&nbsp;built with HT Aero&nbsp;and its&nbsp;robotic unicorn for kids.</p><p><blockquote>小鹏详细介绍了该公司最新版本的高级驾驶辅助系统(ADAS)、超级充电网络、采用HT Aero构建的下一代飞行汽车以及儿童机器人独角兽。</blockquote></p><p> <b>Xpilot 3.5 will be designed for city driving</b></p><p><blockquote><b>Xpilot 3.5将为城市驾驶而设计</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aee41a955c499c77869b2db8159ed345\" tg-width=\"1536\" tg-height=\"1152\" width=\"100%\" height=\"auto\"><span>XPILOT 3.5 and City NGP</span></p><p><blockquote><p class=\"t-img-caption\"><span>XPILOT 3.5和城市NGP</span></p></blockquote></p><p> Xpeng is planning to roll out the next generation of its ADAS, called Xpilot, to drivers in select cities during the first half of 2022. Xpilot 3.5 will feature “City Navigation Guided Pilot (NGP)” and will only be available to drivers of Xpeng’s P5 family sedan, which can be built with lidar, millimeter-wave radar and a 3D visual perception network that can recognize, classify and position multiple targets – all of which is essential for city-level NGP.</p><p><blockquote>小鹏汽车计划在2022年上半年向部分城市的驾驶员推出下一代ADAS（名为Xpilot）。Xpilot 3.5将具有“城市导航引导飞行员（NGP）”功能，仅适用于小鹏P5家庭轿车的驾驶员，该轿车可以使用激光雷达、毫米波雷达和3D视觉感知网络来构建，可以识别、分类和定位多个目标——所有这些对于城市级NGP来说都是必不可少的。</blockquote></p><p> The last Xpilot version, 3.0, which was available to drivers of Xpeng’s P7 sedan, handled highway-level NGP, through which Xpeng was able to gather nearly 12 million kilometers, or 7.5 million miles, of data.</p><p><blockquote>小鹏汽车P7轿车驾驶员可以使用的最后一个Xpilot版本3.0处理高速公路级NGP，通过该版本小鹏汽车能够收集近1200万公里（即750万英里）的数据。</blockquote></p><p> Xpilot 3.5 will have a strategic planning module with advanced prediction capabilities that uses a combination of rule-driven and data-driven AI to handle city scenarios, like avoiding static objects and vulnerable road users, as well as lane changing at any speed, according to Xpeng.</p><p><blockquote>Xpilot 3.5将拥有一个具有高级预测功能的战略规划模块，该模块结合使用规则驱动和数据驱动的人工智能来处理城市场景，例如避开静态物体和易受攻击的道路使用者，以及以任何速度变道小鹏。</blockquote></p><p> Xpeng’s approach to reaching full autonomy is similar to Tesla’s, in that it aims to go through Level 2 autonomy, or ADAS systems, on its way to reaching Level 5. (SAE International&nbsp;describes Level 2 autonomy as a system that mainly has support features, like adaptive cruise control and brake support. It describes Level 5 autonomy a system that can drive anywhere under all conditions.) Last month,Tesla released a software update&nbsp;that allows customers to request access to its Full Self-Driving Beta (FSD Beta) software. FSD includes capabilities like automatic lane change, moving into and out of parking spots and autosteering, which is currently not yet available for city streets. Tesla has given no date as to when it will bring this capability to cities, but it will be poweredusingonly vision and neural network processing.</p><p><blockquote>小鹏汽车实现完全自动驾驶的方法与特斯拉类似，其目标是在达到5级自动驾驶的过程中通过2级自动驾驶（ADAS系统）。（SAE International将2级自动驾驶描述为主要具有支持功能的系统，如自适应巡航控制和制动支持。它将5级自动驾驶描述为可以在任何条件下在任何地方驾驶的系统。）上个月，特斯拉发布了一个软件更新，允许客户请求访问其全自动驾驶测试版（FSD Beta）软件。FSD包括自动变道、进出停车位和自动转向等功能，这些功能目前尚不适用于城市街道。特斯拉没有给出何时将这种功能引入城市的日期，但它将仅使用视觉和神经网络处理来驱动。</blockquote></p><p> “Human-machine co-pilot functions will remain critical for the foreseeable future,” said XinZhou Wu, VP of autonomous driving at Xpeng, during the event. “Ourmission is to progressively transition from advanced driver assistance to full autonomous driving, with a clear roadmap to first completely connect all driving scenarios. Our closed-loop data operation, software iteration and mass production capability – all created in-house – put us in pole position to significantly improve safety and resolve the industry’s long-tail issues.”</p><p><blockquote>小鹏汽车自动驾驶副总裁吴新洲在活动中表示：“在可预见的未来，人机副驾驶功能仍然至关重要。”“我们的使命是逐步从高级驾驶辅助过渡到全自动驾驶，并制定明确的路线图，首先将所有驾驶场景完全连接起来。我们的闭环数据运营、软件迭代和量产能力——全部由内部创建——使我们处于领先地位，显着提高安全性并解决行业的长尾问题。”</blockquote></p><p> Just as Tesla charges for its FSD software, so does Xpeng for its Xpilot. Xpeng didn’t say how much version 3.5 would cost, but version 3.0 currently costs about $3,200 (RMB 20,000), which can be purchased outright or paid for via annual subscription, an Xpeng spokesperson told TechCrunch.</p><p><blockquote>正如特斯拉对其FSD软件收费一样，小鹏汽车也对其Xpilot收费。小鹏汽车发言人告诉TechCrunch，小鹏汽车没有透露3.5版本的价格，但3.0版本目前的价格约为3200美元（2万元人民币），可以直接购买或通过年度订阅支付。</blockquote></p><p> <b>Xpilot 4.0 to provide full-scenario point-to-point ADAS</b></p><p><blockquote><b>Xpilot 4.0将提供全场景点对点ADAS</b></blockquote></p><p> Xpeng’s Xpilot 4.0, which is planned for a roll out in the first half of 2023, would give the startup an edge on its race to full autonomy. The plan is to be the first to deliver full-scenario assisted smart driving experiences, from turning the vehicle on to parking it and everything in between.</p><p><blockquote>小鹏汽车的Xpilot 4.0计划于2023年上半年推出，这将使这家初创公司在完全自动驾驶的竞赛中占据优势。该计划将率先提供全场景辅助智能驾驶体验，从启动车辆到停车以及其间的一切。</blockquote></p><p> This version of Xpilot will require a lot of compute power, so Xpeng is building a hardware upgrade for version 4.0, “with 508 TOPS ECU compute power supported by two Orin-X autonomous driving System-on-the-Chip (SOC) units,8-million-pixel front-view binocular camera and 2.9-million-pixel side-view cameras (covering front, rear, left and right view), and a highly integrated and expandable domain controller,” the company said in a statement.</p><p><blockquote>这个版本的Xpilot将需要大量的计算能力，因此小鹏正在为4.0版本进行硬件升级，“由两个Orin-X自动驾驶片上系统（SOC）单元支持508 TOPS ECU计算能力，800万像素的前视双目摄像头和290万像素的侧视摄像头（覆盖前、后、左、右视），以及一个高度集成和可扩展的域控制器，”该公司在一份声明中表示。</blockquote></p><p> A spokesperson for Xpeng told TechCrunch Xpilot 4.0 will not go into any of the automaker’s existing vehicles, but rather will end up in an as yet unannounced vehicle. It’s likely that this new model will be an SUV, says the spokesperson, but Xpeng hasn’t released any information about it so far.</p><p><blockquote>小鹏汽车的一位发言人告诉TechCrunch，Xpilot 4.0不会应用于该汽车制造商的任何现有车辆，而是最终将应用于尚未公布的车辆。该发言人表示，这款新车型很可能是一款SUV，但小鹏汽车迄今为止尚未发布任何相关信息。</blockquote></p><p></p><p> By the end of next year, as Xpeng prepares to bring Xpilot 4.0 to market, the automaker aims to have 75 million miles of highway NGP driven and 22 million miles of city NGP driven, as well as a 90% penetration rate of its memory parking function, Valet Parking Assist (VPA).</p><p><blockquote>到明年年底，随着小鹏汽车准备将Xpilot 4.0推向市场，该汽车制造商的目标是实现7500万英里的高速公路NGP驾驶和2200万英里的城市NGP驾驶，以及90%的记忆停车渗透率功能，代客泊车辅助（VPA）。</blockquote></p><p> Xpeng also stressed the importance of safety when churning out all of this ADAS, and smart driving is only one aspect of that. The startup announced an upgrade to its user interface and operating system. The Xmart OS 4.0 promises a detailed display complete with a 3D rendering of the environment surrounding the vehicle. The OS will roll out next year in new vehicle models, said Xiaopeng. Xpeng is also rolling out version 2.0 of its voice assistant, which it says can listen, process and execute at the same time, to help make rides smoother for drivers.</p><p><blockquote>小鹏汽车在生产所有这些ADAS时还强调了安全的重要性，而智能驾驶只是其中的一个方面。这家初创公司宣布升级其用户界面和操作系统。Xmart OS 4.0承诺提供详细的显示，并提供车辆周围环境的3D渲染。小鹏表示，该操作系统将于明年在新车型中推出。小鹏汽车还推出了语音助手2.0版本，据称该助手可以同时监听、处理和执行，以帮助驾驶员更顺畅地乘坐。</blockquote></p><p> Finally, just as&nbsp;Tesla has released a safety score for drivers&nbsp;looking to test its FSD Beta software, and also get heaps of data for its budding insurance line, Xpeng is unleashing a safety test to help drivers understand the boundaries of the Xpilot before activating it. Drivers will receive a smart driving score before they are able to use Xpilot, and if the driver monitoring system finds them to be driving irresponsibly down the line, it will deduct points from their overall score and possibly revoke Xpilot access.</p><p><blockquote>最后，正如特斯拉为希望测试其FSD Beta软件的驾驶员发布了安全评分，并为其崭露头角的保险系列获取了大量数据一样，小鹏汽车也推出了一项安全测试，以帮助驾驶员在激活Xpilot之前了解Xpilot的界限。驾驶员在能够使用Xpilot之前将获得智能驾驶分数，如果驾驶员监控系统发现他们不负责任地驾驶，它将从他们的总体分数中扣分，并可能撤销Xpilot访问权限。</blockquote></p><p> <b>Superchargers that give up to 125 miles range in five minutes</b></p><p><blockquote><b>增压器可在五分钟内行驶125英里</b></blockquote></p><p> If Xpeng wants to create the smart mobility ecosystem of the future, it needs to power it. The startup already has 1,648 free charging stations in its network and 439 branded supercharging stations throughout China, but during its Tech Day, Xpeng revealed plans to produce its next generation “X-Power” superchargers based on a 800V high-voltage mass-production Silicon Carbide charging platform.</p><p><blockquote>如果小鹏汽车想要创建未来的智能出行生态系统，它需要为其提供动力。这家初创公司的网络中已经有1,648个免费充电站，在中国各地有439个品牌超级充电站，但在科技日期间，小鹏汽车透露计划生产基于800V高压量产的下一代“X-Power”超级充电站。碳化硅充电平台。</blockquote></p><p> The X-Power chargers will be able to give EVs enough juice to go up to 200 kilometers, or 125 miles, in just five minutes, and an average of 30 vehicles can be charged on one supercharger at a time, says Xpeng. The startup is also planning to roll out lightweight 480 kW high-voltage supercharging piles, which come with Xpeng vehicles so owners can charge their cars, for the first time. In order to support this supercharging network, Xpeng says it will launch power storage facilities in both piles and mobile vehicles.</p><p><blockquote>小鹏汽车表示，X-Power充电器将能够在短短5分钟内为电动汽车提供足够的电量，使其行驶200公里（125英里），平均一次可以在一个超级充电器上为30辆汽车充电。该初创公司还计划首次推出小鹏汽车配备的轻型480 kW高压超级充电桩，以便车主可以为汽车充电。为了支持这个超级充电网络，小鹏汽车表示将在桩和移动车辆中推出储电设施。</blockquote></p><p> Xpeng did not share when this new charging tech will make it to market.</p><p><blockquote>小鹏汽车没有透露这项新充电技术何时上市。</blockquote></p><p> <b>A flying car that also drives</b></p><p><blockquote><b>一辆还能开车的飞行汽车</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/8b979c843e4030acc9e66523d3ecf982\" tg-width=\"1500\" tg-height=\"843\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> At the event, Xpeng revealed its new goal to become the world’s top low-altitude manned flying vehicle manufacturer, in large part fueled by its mission to create itssixth generation flying car. But this is not just any flying car. This one will also be able to drive on the road.</p><p><blockquote>在此次活动中，小鹏汽车透露了成为世界顶级低空载人飞行器制造商的新目标，这在很大程度上是由其打造第六代飞行汽车的使命推动的。但这不是普通的飞行汽车。这辆也将能够在路上行驶。</blockquote></p><p> A video presented during the event showed a rendering of a very sexy looking car, even sexier than the&nbsp;Xpeng P7, that converts from a normal car to a flying car through a foldable rotor mechanism. Xpeng says the low-altitude flying vehicle will be 50% the weight of the P7 and be about 18 feet in length at first with plans to make it shorter eventually. It’ll have both a steering wheel for road operations as well as a single lever for flight modes.</p><p><blockquote>活动期间展示的一段视频展示了一辆看起来非常性感的汽车的渲染图，甚至比小鹏P7还要性感，它通过可折叠的转子机构从普通汽车转换为飞行汽车。小鹏汽车表示，这款低空飞行器的重量将是P7的50%，最初长度约为18英尺，并计划最终使其更短。它将有一个用于道路操作的方向盘和一个用于飞行模式的单杆。</blockquote></p><p> The new flying car will also feature an advanced environmental perception system that can fully evaluate the surrounding environment and weather conditions to conduct safety assessments before take-off, says the company. The system will evaluate the data it picks up against driving objectives to ensure a safe take-off and landing, and during the flight the advanced perception and flight control algorithm will be used to avoid obstacles.</p><p><blockquote>该公司表示，新型飞行汽车还将配备先进的环境感知系统，可以全面评估周围环境和天气状况，以便在起飞前进行安全评估。该系统将根据驾驶目标评估其拾取的数据，以确保安全起飞和着陆，在飞行过程中，先进的感知和飞行控制算法将用于避开障碍物。</blockquote></p><p> Xpeng is planning to begin mass production for this contraption, which is being developed by Xpeng affiliate urban air mobility (UAM) company HT Aero, as soon as 2024. The final design, which Xiaopeng said would be more understated than the current renderings, is to be decided sometime next year. The CEO also said Xpeng is aiming for the cost to be lower than $157,000 (RMB 1 million).</p><p><blockquote>小鹏汽车计划最早于2024年开始量产这款由小鹏汽车附属城市空中交通(UAM)公司HT Aero开发的装置。小鹏表示，最终的设计将比目前的效果图更加低调，将于明年某个时候决定。这位首席执行官还表示，小鹏汽车的目标是成本低于15.7万美元（100万元人民币）。</blockquote></p><p> Last week, Xpeng led HT Aero’s $500 million Series A raise, and HT Aero has produced other UAM vehicles for Xpeng, most recently the&nbsp;Xpeng X2, which is Xpeng’s fifth gen flying car that can seat two people. A spokesperson from Xpeng told TechCrunch the sixth gen flying car will be built for similar city use cases, like going from the office to the airport, or other similar trips under 30 minutes of flight time. Xpeng’s philosophy is to sell direct to consumer, so it’ll be interesting to see how low-altitude air regulations shift to handle a rather fast go-to-market strategy. Xiaopeng said he hopes to work with regulators to get to a place where Xpeng can legally mass-produce flying cars for private use by 2024, but didn’t go into more detail.</p><p><blockquote>上周，小鹏汽车领投了HT Aero 5亿美元的A轮融资，HT Aero还为小鹏汽车生产了其他UAM车辆，最近的一款是小鹏X2，这是小鹏汽车第五代飞行汽车，可容纳两人。小鹏汽车的一位发言人告诉TechCrunch，第六代飞行汽车将用于类似的城市用例，例如从办公室到机场，或飞行时间不到30分钟的其他类似旅行。小鹏汽车的理念是直接向消费者销售，因此看看低空空气法规如何转变以处理相当快速的上市策略将会很有趣。小鹏表示，希望与监管机构合作，到2024年，小鹏可以合法量产供私人使用的飞行汽车，但没有透露更多细节。</blockquote></p><p></p><p> <b>Riding the path to smart mobility on a robotic pony</b></p><p><blockquote><b>骑着机器人小马走上智能移动之路</b></blockquote></p><p> Last month, Xpeng teased a pony-style robot that kids could ride and interact with. The quadruped would ideally be so perceptive that it would be able to detect human emotions. During its Tech Day, Xpeng went into further detail about how it foresees smart robots like this pony becoming an intelligent platform for an integrated smart mobility system that can address far more complex autonomy challenges than vehicles.</p><p><blockquote>上个月，小鹏汽车预告了一款小马式机器人，孩子们可以骑着它并与之互动。理想情况下，四足动物会非常敏锐，能够察觉人类的情绪。在科技日期间，小鹏汽车进一步详细介绍了它如何预见像这匹小马这样的智能机器人将成为集成智能移动系统的智能平台，该系统可以解决比车辆复杂得多的自动驾驶挑战。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59684451aead23baad7064d5cba00d5a\" tg-width=\"1646\" tg-height=\"930\" width=\"100%\" height=\"auto\"><span>Woman in office loads Xpeng robotic pony with treats to be delivered in a video presented during Xpeng’s 2021 Tech Day.</span></p><p><blockquote><p class=\"t-img-caption\"><span>在小鹏汽车2021年科技日期间发布的一段视频中，办公室里的一名妇女正在给小鹏汽车机器人小马装载待交付的零食。</span></p></blockquote></p><p> And it’s not just for kids. During the presentation, Xpeng played a video demonstrating how the cute robotic pony could be used to deliver snacks and other parcels in an office setting – a nod to the horse’s historic role in mobility history to transport objects. (In that same video, Xpeng possibly teased another robotic animal that was also hanging out in the fictional office, and this one looked a bit like&nbsp;Xiaomi’s creepy robot dog.)</p><p><blockquote>这不仅仅是为了孩子。在演示过程中，小鹏汽车播放了一段视频，展示了如何使用可爱的机器人小马在办公室环境中运送零食和其他包裹——这是对马在移动历史上运输物体的历史作用的认可。（在同一段视频中，小鹏汽车可能戏弄了另一只同样在虚构办公室里闲逛的机器动物，这只看起来有点像小米令人毛骨悚然的机器狗。）</blockquote></p><p> Xiaopeng said Xpeng is leaning towards creating a quadruped like a pony rather than a bipedal robot because four legs are more stable than two.During Tesla’s AI Day, the company announced its plans to create a bipedal humanoid robot to handle human tasks like grocery shopping.</p><p><blockquote>小鹏表示，小鹏倾向于创造一个像小马一样的四足机器人，而不是两足机器人，因为四条腿比两条腿更稳定。在特斯拉的人工智能日期间，该公司宣布计划创造一个双足人形机器人来处理像杂货购物这样的人类任务。</blockquote></p><p> The robot will be trained to perceive a diverse environment and multiple targets with 3D route planning, and it’ll be able to recognize users through facial, body and voiceprint, says Xpeng. It is also experimenting with technologies like dynamic acoustic mapping, bionic hearing, a bionic sense of smell and even a bionic tactile experience through plantar and fingerprint touch and skin sensing. Xpeng’s robots will have a 360-degree camera module and lidar sensing system, as well as object recognition and sound field sensory technology so that it can get the most precise model of the environment to interact with.</p><p><blockquote>小鹏汽车表示，该机器人将接受训练，通过3D路线规划感知多样化的环境和多个目标，并且能够通过面部、身体和声纹识别用户。它还在试验动态声学映射、仿生听觉、仿生嗅觉，甚至通过足底和指纹触摸以及皮肤传感实现仿生触觉体验等技术。小鹏的机器人将拥有360度摄像头模块和激光雷达传感系统，以及物体识别和声场传感技术，以便它可以获得最精确的环境模型进行交互。</blockquote></p><p> During the event, Xiaopeng mentioned that by next year, two major iterations to the robotic pony would make it look completely different than the renderings Xpeng has displayed today. A spokesperson for Xpeng told TechCrunch that there’s no timeline on a path to market for the robotic pony, as of yet, but there is a prototype that’s still in the development stage. Given the immense AI and hardware challenge for Xpeng to create a fully autonomous robot and the price tag associated with that challenge, it’s safe to assume the company is many years out from commercializing this tech.</p><p><blockquote>在活动中，小鹏提到，到明年，机器人小马的两次重大迭代将使其看起来与小鹏今天展示的效果图完全不同。小鹏汽车的一位发言人告诉TechCrunch，目前还没有机器人小马上市的时间表，但有一个原型仍处于开发阶段。鉴于小鹏汽车制造全自动机器人面临巨大的人工智能和硬件挑战以及与该挑战相关的价格标签，可以肯定的是，该公司距离将这项技术商业化还有很多年的时间。</blockquote></p><p> “With the adoption of greater target recognition and precise interaction, 3D route planning that enables more complex terrain mobility and enhanced bionic senses, XPeng will bring greater application scenarios to support wider mobility, greater autonomous planning, and stronger human-machine interaction for the future of smart mobility,” the company said in a statement.</p><p><blockquote>“通过采用更强的目标识别和精确交互、实现更复杂地形机动性的3D路线规划和增强的仿生感官，小鹏汽车将带来更大的应用场景，以支持更广泛的移动性、更大的自主规划和更强的人机交互。智能移动的未来，”该公司在一份声明中表示。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://techcrunch.com/2021/10/23/top-highlights-from-xpengs-2021-tech-day/\">TechCrunch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"https://techcrunch.com/2021/10/23/top-highlights-from-xpengs-2021-tech-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107955725","content_text":"Chinese smart electric vehicle startup Xpeng has announced a series of innovations that it says will help it craft  the mobility ecosystem of the future.\n“Our exploration of more efficient, safer, carbon-neutral mobility solutions goes far beyond just smart EVs, and is the cornerstone of our long-term competitive advantages,” said He Xiaopeng, chairman and CEO of XPeng, at the startup’s 2021 Tech Day in Beijing on Sunday. “We strive to implement cutting-edge mobility technologies in mass-production models for the benefit of our customers.”\nXiaopeng went into detail on the company’s latest versions of its advanced driver assistance system(ADAS),its supercharger network, a next-generation flying car built with HT Aero and its robotic unicorn for kids.\nXpilot 3.5 will be designed for city driving\nXPILOT 3.5 and City NGP\nXpeng is planning to roll out the next generation of its ADAS, called Xpilot, to drivers in select cities during the first half of 2022. Xpilot 3.5 will feature “City Navigation Guided Pilot (NGP)” and will only be available to drivers of Xpeng’s P5 family sedan, which can be built with lidar, millimeter-wave radar and a 3D visual perception network that can recognize, classify and position multiple targets – all of which is essential for city-level NGP.\nThe last Xpilot version, 3.0, which was available to drivers of Xpeng’s P7 sedan, handled highway-level NGP, through which Xpeng was able to gather nearly 12 million kilometers, or 7.5 million miles, of data.\nXpilot 3.5 will have a strategic planning module with advanced prediction capabilities that uses a combination of rule-driven and data-driven AI to handle city scenarios, like avoiding static objects and vulnerable road users, as well as lane changing at any speed, according to Xpeng.\nXpeng’s approach to reaching full autonomy is similar to Tesla’s, in that it aims to go through Level 2 autonomy, or ADAS systems, on its way to reaching Level 5. (SAE International describes Level 2 autonomy as a system that mainly has support features, like adaptive cruise control and brake support. It describes Level 5 autonomy a system that can drive anywhere under all conditions.) Last month,Tesla released a software update that allows customers to request access to its Full Self-Driving Beta (FSD Beta) software. FSD includes capabilities like automatic lane change, moving into and out of parking spots and autosteering, which is currently not yet available for city streets. Tesla has given no date as to when it will bring this capability to cities, but it will be poweredusingonly vision and neural network processing.\n“Human-machine co-pilot functions will remain critical for the foreseeable future,” said XinZhou Wu, VP of autonomous driving at Xpeng, during the event. “Ourmission is to progressively transition from advanced driver assistance to full autonomous driving, with a clear roadmap to first completely connect all driving scenarios. Our closed-loop data operation, software iteration and mass production capability – all created in-house – put us in pole position to significantly improve safety and resolve the industry’s long-tail issues.”\nJust as Tesla charges for its FSD software, so does Xpeng for its Xpilot. Xpeng didn’t say how much version 3.5 would cost, but version 3.0 currently costs about $3,200 (RMB 20,000), which can be purchased outright or paid for via annual subscription, an Xpeng spokesperson told TechCrunch.\nXpilot 4.0 to provide full-scenario point-to-point ADAS\nXpeng’s Xpilot 4.0, which is planned for a roll out in the first half of 2023, would give the startup an edge on its race to full autonomy. The plan is to be the first to deliver full-scenario assisted smart driving experiences, from turning the vehicle on to parking it and everything in between.\nThis version of Xpilot will require a lot of compute power, so Xpeng is building a hardware upgrade for version 4.0, “with 508 TOPS ECU compute power supported by two Orin-X autonomous driving System-on-the-Chip (SOC) units,8-million-pixel front-view binocular camera and 2.9-million-pixel side-view cameras (covering front, rear, left and right view), and a highly integrated and expandable domain controller,” the company said in a statement.\nA spokesperson for Xpeng told TechCrunch Xpilot 4.0 will not go into any of the automaker’s existing vehicles, but rather will end up in an as yet unannounced vehicle. It’s likely that this new model will be an SUV, says the spokesperson, but Xpeng hasn’t released any information about it so far.\nBy the end of next year, as Xpeng prepares to bring Xpilot 4.0 to market, the automaker aims to have 75 million miles of highway NGP driven and 22 million miles of city NGP driven, as well as a 90% penetration rate of its memory parking function, Valet Parking Assist (VPA).\nXpeng also stressed the importance of safety when churning out all of this ADAS, and smart driving is only one aspect of that. The startup announced an upgrade to its user interface and operating system. The Xmart OS 4.0 promises a detailed display complete with a 3D rendering of the environment surrounding the vehicle. The OS will roll out next year in new vehicle models, said Xiaopeng. Xpeng is also rolling out version 2.0 of its voice assistant, which it says can listen, process and execute at the same time, to help make rides smoother for drivers.\nFinally, just as Tesla has released a safety score for drivers looking to test its FSD Beta software, and also get heaps of data for its budding insurance line, Xpeng is unleashing a safety test to help drivers understand the boundaries of the Xpilot before activating it. Drivers will receive a smart driving score before they are able to use Xpilot, and if the driver monitoring system finds them to be driving irresponsibly down the line, it will deduct points from their overall score and possibly revoke Xpilot access.\nSuperchargers that give up to 125 miles range in five minutes\nIf Xpeng wants to create the smart mobility ecosystem of the future, it needs to power it. The startup already has 1,648 free charging stations in its network and 439 branded supercharging stations throughout China, but during its Tech Day, Xpeng revealed plans to produce its next generation “X-Power” superchargers based on a 800V high-voltage mass-production Silicon Carbide charging platform.\nThe X-Power chargers will be able to give EVs enough juice to go up to 200 kilometers, or 125 miles, in just five minutes, and an average of 30 vehicles can be charged on one supercharger at a time, says Xpeng. The startup is also planning to roll out lightweight 480 kW high-voltage supercharging piles, which come with Xpeng vehicles so owners can charge their cars, for the first time. In order to support this supercharging network, Xpeng says it will launch power storage facilities in both piles and mobile vehicles.\nXpeng did not share when this new charging tech will make it to market.\nA flying car that also drives\n\nAt the event, Xpeng revealed its new goal to become the world’s top low-altitude manned flying vehicle manufacturer, in large part fueled by its mission to create itssixth generation flying car. But this is not just any flying car. This one will also be able to drive on the road.\nA video presented during the event showed a rendering of a very sexy looking car, even sexier than the Xpeng P7, that converts from a normal car to a flying car through a foldable rotor mechanism. Xpeng says the low-altitude flying vehicle will be 50% the weight of the P7 and be about 18 feet in length at first with plans to make it shorter eventually. It’ll have both a steering wheel for road operations as well as a single lever for flight modes.\nThe new flying car will also feature an advanced environmental perception system that can fully evaluate the surrounding environment and weather conditions to conduct safety assessments before take-off, says the company. The system will evaluate the data it picks up against driving objectives to ensure a safe take-off and landing, and during the flight the advanced perception and flight control algorithm will be used to avoid obstacles.\nXpeng is planning to begin mass production for this contraption, which is being developed by Xpeng affiliate urban air mobility (UAM) company HT Aero, as soon as 2024. The final design, which Xiaopeng said would be more understated than the current renderings, is to be decided sometime next year. The CEO also said Xpeng is aiming for the cost to be lower than $157,000 (RMB 1 million).\nLast week, Xpeng led HT Aero’s $500 million Series A raise, and HT Aero has produced other UAM vehicles for Xpeng, most recently the Xpeng X2, which is Xpeng’s fifth gen flying car that can seat two people. A spokesperson from Xpeng told TechCrunch the sixth gen flying car will be built for similar city use cases, like going from the office to the airport, or other similar trips under 30 minutes of flight time. Xpeng’s philosophy is to sell direct to consumer, so it’ll be interesting to see how low-altitude air regulations shift to handle a rather fast go-to-market strategy. Xiaopeng said he hopes to work with regulators to get to a place where Xpeng can legally mass-produce flying cars for private use by 2024, but didn’t go into more detail.\nRiding the path to smart mobility on a robotic pony\nLast month, Xpeng teased a pony-style robot that kids could ride and interact with. The quadruped would ideally be so perceptive that it would be able to detect human emotions. During its Tech Day, Xpeng went into further detail about how it foresees smart robots like this pony becoming an intelligent platform for an integrated smart mobility system that can address far more complex autonomy challenges than vehicles.\nWoman in office loads Xpeng robotic pony with treats to be delivered in a video presented during Xpeng’s 2021 Tech Day.\nAnd it’s not just for kids. During the presentation, Xpeng played a video demonstrating how the cute robotic pony could be used to deliver snacks and other parcels in an office setting – a nod to the horse’s historic role in mobility history to transport objects. (In that same video, Xpeng possibly teased another robotic animal that was also hanging out in the fictional office, and this one looked a bit like Xiaomi’s creepy robot dog.)\nXiaopeng said Xpeng is leaning towards creating a quadruped like a pony rather than a bipedal robot because four legs are more stable than two.During Tesla’s AI Day, the company announced its plans to create a bipedal humanoid robot to handle human tasks like grocery shopping.\nThe robot will be trained to perceive a diverse environment and multiple targets with 3D route planning, and it’ll be able to recognize users through facial, body and voiceprint, says Xpeng. It is also experimenting with technologies like dynamic acoustic mapping, bionic hearing, a bionic sense of smell and even a bionic tactile experience through plantar and fingerprint touch and skin sensing. Xpeng’s robots will have a 360-degree camera module and lidar sensing system, as well as object recognition and sound field sensory technology so that it can get the most precise model of the environment to interact with.\nDuring the event, Xiaopeng mentioned that by next year, two major iterations to the robotic pony would make it look completely different than the renderings Xpeng has displayed today. A spokesperson for Xpeng told TechCrunch that there’s no timeline on a path to market for the robotic pony, as of yet, but there is a prototype that’s still in the development stage. Given the immense AI and hardware challenge for Xpeng to create a fully autonomous robot and the price tag associated with that challenge, it’s safe to assume the company is many years out from commercializing this tech.\n“With the adoption of greater target recognition and precise interaction, 3D route planning that enables more complex terrain mobility and enhanced bionic senses, XPeng will bring greater application scenarios to support wider mobility, greater autonomous planning, and stronger human-machine interaction for the future of smart mobility,” the company said in a statement.","news_type":1,"symbols_score_info":{"XPEV":0.9,"09868":0.9}},"isVote":1,"tweetType":1,"viewCount":2133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858950916,"gmtCreate":1634966652344,"gmtModify":1634966652934,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"May be overpriced! Time to encash especially if you bought at previous high price…..","listText":"May be overpriced! Time to encash especially if you bought at previous high price…..","text":"May be overpriced! Time to encash especially if you bought at previous high price…..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858950916","repostId":"1166213725","repostType":4,"repost":{"id":"1166213725","kind":"news","pubTimestamp":1634948473,"share":"https://www.laohu8.com/m/news/1166213725?lang=zh_CN&edition=full","pubTime":"2021-10-23 08:21","market":"us","language":"en","title":"Tesla Stock Closed Above $900 for First Time. What Could Come Next.<blockquote>特斯拉股价首次收于900美元以上。接下来会发生什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166213725","media":"Barrons","summary":"Tesla stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?Tesla  stock closed at $909.68, up about 1.8%. The S&P 500 dropped about 0.1%, while the Dow Jones Industrial Average added about 0.2%.Shares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&P. Tesla debt is now BB+ rated, one notch below investment grade.Tesla stoc","content":"<p>Tesla&nbsp;stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?</p><p><blockquote>特斯拉股价在周五交易中创下历史新高，收盘价创历史新高。该股最近的走势令人难以置信。能涨到多高？</blockquote></p><p> Tesla (ticker: TSLA) stock closed at $909.68, up about 1.8%. The&nbsp;S&amp;P 500&nbsp;dropped about 0.1%, while the&nbsp;Dow Jones Industrial Average&nbsp;added about 0.2%.</p><p><blockquote>特斯拉（股票代码：TSLA）股价收于909.68美元，上涨约1.8%。标准普尔500指数下跌约0.1%，道琼斯工业平均指数上涨约0.2%。</blockquote></p><p> Shares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&amp;P. Tesla debt is now BB+ rated, one notch below investment grade.</p><p><blockquote>强劲的交付量和盈利提振了这家电动汽车巨头的股价。周五，标准普尔的信用升级也提振了股价。特斯拉债务目前评级为BB+，比投资级低一级。</blockquote></p><p> Tesla stock’s new 52-week intraday high is $910 on the nose. The old high-water mark of $900.40 was set on Jan. 25, according to Dow Jones Market Data. On Thursday, Tesla closed at a record for the first time since Jan. 26.</p><p><blockquote>特斯拉股价创52周盘中新高910美元。根据道琼斯市场数据，900.40美元的旧高水位是在1月25日创下的。周四，特斯拉自1月26日以来首次收于创纪录水平。</blockquote></p><p> Shares are up about 40% over the past three months, pushing the market cap to roughly $910 billion. (Tesla has about 1 billion shares outstanding, making the math easy.)</p><p><blockquote>过去三个月，股价上涨了约40%，市值达到约9100亿美元。（特斯拉拥有约10亿股已发行股票，这使得计算变得很容易。）</blockquote></p><p> Bulls, naturally, see more gains ahead. Wedbush analyst Dan Ives raised his bull-case Tesla stock price target to $1,500 from $1,300 after the company reported better-than-expected earnings on Wednesday.</p><p><blockquote>多头自然会看到未来会有更多收益。Wedbush分析师Dan Ives将牛市特斯拉股价目标从1300美元上调至1500美元，此前该公司周三公布了好于预期的财报。</blockquote></p><p> “Tesla is rising because earnings revisions are soaring,” points out Gary Black, managing partner of the Future Fund Active exchange-traded fund. Analyst estimates for Tesla’s 2022 earnings have risen to about $8 a share from $6 over the past few weeks. “Rising estimates drove Tesla to the moon in 2020. They will drive Tesla to $1,000-plus in 2022,” Black says.</p><p><blockquote>“特斯拉正在上涨，因为盈利修正正在飙升，”未来基金主动交易所交易基金管理合伙人Gary Black指出。过去几周，分析师对特斯拉2022年每股收益的预期已从每股6美元升至约8美元。“不断上涨的估值推动特斯拉在2020年登上了月球。它们将推动特斯拉在2022年达到1,000美元以上，”Black说。</blockquote></p><p> Ives rates Tesla stock Buy, and Tesla is the largest position in Black’s fund.</p><p><blockquote>Ives将特斯拉股票评级为买入，特斯拉是Black基金的最大持仓。</blockquote></p><p> Yes, there are still Tesla bears out there who believe the stock is overvalued. The bottom third of analyst price targets averages about $425, less than half of Friday’s close.</p><p><blockquote>是的，仍然有看空特斯拉的人认为该股被高估了。分析师目标价的底部三分之一平均约为425美元，不到周五收盘价的一半。</blockquote></p><p> Bears expect the sky-high valuation to give investors pause eventually. Stocks don’t usually fall just because investors, collectively, wake up one morning and feel differently about valuation. Something has to happen. The overall market could tumble, or the business could trip up. Analysts expect Tesla deliveries to grow to 1.3 million units in 2022 from about 890,000 units in 2021. Any hiccup to growth would be a negative catalyst for shares.</p><p><blockquote>看空者预计天价估值最终会让投资者犹豫不决。股票通常不会因为投资者集体某天早上醒来对估值有不同的感觉而下跌。总得有事发生。整体市场可能会暴跌，或者企业可能会陷入困境。分析师预计，特斯拉的交付量将从2021年的约89万辆增长到2022年的130万辆。增长的任何问题都将成为股市的负面催化剂。</blockquote></p><p> Whether the stock rises or falls in the short run is anyone’s guess. For now, though, the momentum belongs to Tesla bulls.</p><p><blockquote>该股短期内是上涨还是下跌，谁也说不准。不过，就目前而言，势头属于特斯拉多头。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Closed Above $900 for First Time. What Could Come Next.<blockquote>特斯拉股价首次收于900美元以上。接下来会发生什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Closed Above $900 for First Time. What Could Come Next.<blockquote>特斯拉股价首次收于900美元以上。接下来会发生什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-23 08:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla&nbsp;stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?</p><p><blockquote>特斯拉股价在周五交易中创下历史新高，收盘价创历史新高。该股最近的走势令人难以置信。能涨到多高？</blockquote></p><p> Tesla (ticker: TSLA) stock closed at $909.68, up about 1.8%. The&nbsp;S&amp;P 500&nbsp;dropped about 0.1%, while the&nbsp;Dow Jones Industrial Average&nbsp;added about 0.2%.</p><p><blockquote>特斯拉（股票代码：TSLA）股价收于909.68美元，上涨约1.8%。标准普尔500指数下跌约0.1%，道琼斯工业平均指数上涨约0.2%。</blockquote></p><p> Shares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&amp;P. Tesla debt is now BB+ rated, one notch below investment grade.</p><p><blockquote>强劲的交付量和盈利提振了这家电动汽车巨头的股价。周五，标准普尔的信用升级也提振了股价。特斯拉债务目前评级为BB+，比投资级低一级。</blockquote></p><p> Tesla stock’s new 52-week intraday high is $910 on the nose. The old high-water mark of $900.40 was set on Jan. 25, according to Dow Jones Market Data. On Thursday, Tesla closed at a record for the first time since Jan. 26.</p><p><blockquote>特斯拉股价创52周盘中新高910美元。根据道琼斯市场数据，900.40美元的旧高水位是在1月25日创下的。周四，特斯拉自1月26日以来首次收于创纪录水平。</blockquote></p><p> Shares are up about 40% over the past three months, pushing the market cap to roughly $910 billion. (Tesla has about 1 billion shares outstanding, making the math easy.)</p><p><blockquote>过去三个月，股价上涨了约40%，市值达到约9100亿美元。（特斯拉拥有约10亿股已发行股票，这使得计算变得很容易。）</blockquote></p><p> Bulls, naturally, see more gains ahead. Wedbush analyst Dan Ives raised his bull-case Tesla stock price target to $1,500 from $1,300 after the company reported better-than-expected earnings on Wednesday.</p><p><blockquote>多头自然会看到未来会有更多收益。Wedbush分析师Dan Ives将牛市特斯拉股价目标从1300美元上调至1500美元，此前该公司周三公布了好于预期的财报。</blockquote></p><p> “Tesla is rising because earnings revisions are soaring,” points out Gary Black, managing partner of the Future Fund Active exchange-traded fund. Analyst estimates for Tesla’s 2022 earnings have risen to about $8 a share from $6 over the past few weeks. “Rising estimates drove Tesla to the moon in 2020. They will drive Tesla to $1,000-plus in 2022,” Black says.</p><p><blockquote>“特斯拉正在上涨，因为盈利修正正在飙升，”未来基金主动交易所交易基金管理合伙人Gary Black指出。过去几周，分析师对特斯拉2022年每股收益的预期已从每股6美元升至约8美元。“不断上涨的估值推动特斯拉在2020年登上了月球。它们将推动特斯拉在2022年达到1,000美元以上，”Black说。</blockquote></p><p> Ives rates Tesla stock Buy, and Tesla is the largest position in Black’s fund.</p><p><blockquote>Ives将特斯拉股票评级为买入，特斯拉是Black基金的最大持仓。</blockquote></p><p> Yes, there are still Tesla bears out there who believe the stock is overvalued. The bottom third of analyst price targets averages about $425, less than half of Friday’s close.</p><p><blockquote>是的，仍然有看空特斯拉的人认为该股被高估了。分析师目标价的底部三分之一平均约为425美元，不到周五收盘价的一半。</blockquote></p><p> Bears expect the sky-high valuation to give investors pause eventually. Stocks don’t usually fall just because investors, collectively, wake up one morning and feel differently about valuation. Something has to happen. The overall market could tumble, or the business could trip up. Analysts expect Tesla deliveries to grow to 1.3 million units in 2022 from about 890,000 units in 2021. Any hiccup to growth would be a negative catalyst for shares.</p><p><blockquote>看空者预计天价估值最终会让投资者犹豫不决。股票通常不会因为投资者集体某天早上醒来对估值有不同的感觉而下跌。总得有事发生。整体市场可能会暴跌，或者企业可能会陷入困境。分析师预计，特斯拉的交付量将从2021年的约89万辆增长到2022年的130万辆。增长的任何问题都将成为股市的负面催化剂。</blockquote></p><p> Whether the stock rises or falls in the short run is anyone’s guess. For now, though, the momentum belongs to Tesla bulls.</p><p><blockquote>该股短期内是上涨还是下跌，谁也说不准。不过，就目前而言，势头属于特斯拉多头。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-record-high-51634913773?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-record-high-51634913773?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166213725","content_text":"Tesla stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?\nTesla (ticker: TSLA) stock closed at $909.68, up about 1.8%. The S&P 500 dropped about 0.1%, while the Dow Jones Industrial Average added about 0.2%.\nShares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&P. Tesla debt is now BB+ rated, one notch below investment grade.\nTesla stock’s new 52-week intraday high is $910 on the nose. The old high-water mark of $900.40 was set on Jan. 25, according to Dow Jones Market Data. On Thursday, Tesla closed at a record for the first time since Jan. 26.\nShares are up about 40% over the past three months, pushing the market cap to roughly $910 billion. (Tesla has about 1 billion shares outstanding, making the math easy.)\nBulls, naturally, see more gains ahead. Wedbush analyst Dan Ives raised his bull-case Tesla stock price target to $1,500 from $1,300 after the company reported better-than-expected earnings on Wednesday.\n“Tesla is rising because earnings revisions are soaring,” points out Gary Black, managing partner of the Future Fund Active exchange-traded fund. Analyst estimates for Tesla’s 2022 earnings have risen to about $8 a share from $6 over the past few weeks. “Rising estimates drove Tesla to the moon in 2020. They will drive Tesla to $1,000-plus in 2022,” Black says.\nIves rates Tesla stock Buy, and Tesla is the largest position in Black’s fund.\nYes, there are still Tesla bears out there who believe the stock is overvalued. The bottom third of analyst price targets averages about $425, less than half of Friday’s close.\nBears expect the sky-high valuation to give investors pause eventually. Stocks don’t usually fall just because investors, collectively, wake up one morning and feel differently about valuation. Something has to happen. The overall market could tumble, or the business could trip up. Analysts expect Tesla deliveries to grow to 1.3 million units in 2022 from about 890,000 units in 2021. Any hiccup to growth would be a negative catalyst for shares.\nWhether the stock rises or falls in the short run is anyone’s guess. For now, though, the momentum belongs to Tesla bulls.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853530154,"gmtCreate":1634823253190,"gmtModify":1634823253853,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Pls like comments&nbsp;","listText":"Pls like comments&nbsp;","text":"Pls like comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/853530154","repostId":"1181541512","repostType":4,"repost":{"id":"1181541512","kind":"news","pubTimestamp":1634821766,"share":"https://www.laohu8.com/m/news/1181541512?lang=zh_CN&edition=full","pubTime":"2021-10-21 21:09","market":"us","language":"en","title":"Tesla Shares Shrug As Musk-Less Call Offers Dry Details On Expansion, Insurance, Full Self Driving<blockquote>没有马斯克的看涨期权提供了有关扩张、保险、全自动驾驶的枯燥细节，特斯拉股价耸耸肩</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181541512","media":"zerohedge","summary":"If you noticed there was a lack of mumbling, half-sentences and outright bullshiton the Tesla confer","content":"<p>If you noticed there was a lack of mumbling, half-sentences and outright&nbsp;<i>bullshit</i>on the Tesla conference call last night, it may have something to do with the fact that CEO Elon Musk didn't make an appearance on the call. It marks the first time in the company's history that Musk was not on the conference call.</p><p><blockquote>如果你注意到没有喃喃自语、半句话和直截了当的话<i>胡说</i>在昨晚的特斯拉电话会议上，可能与CEO Elon Musk没有在看涨期权露面有关。这标志着该公司历史上马斯克首次不在电话会议。</blockquote></p><p> Of course, the positive of Musk not being on the call is that whoever is acting as the company's general counsel that week can likely breathe a sign of relief. The negative is that most of the company's cultist supporters, who turn in to hear every last brain fart that Musk is able to conjure up on the fly, may be disappointed.</p><p><blockquote>当然，马斯克不在看涨期权的好处是，无论谁在那一周担任公司总法律顾问，都可能松一口气。消极的一面是，该公司的大多数狂热支持者可能会感到失望，他们会收听马斯克能够在飞行中变出的最后一个大脑屁。</blockquote></p><p> Or, as&nbsp;Reuters put it, Musk's absence is \"likely to turn Tesla's quarterly calls into more staid reviews of business than unpredictable platforms for the celebrity CEO's latest thoughts.\" Musk follows in the footsteps of executives like Jeff Bezos and Steve Jobs, who would also routinely opt-out of their respective companies' conference calls.</p><p><blockquote>或者，正如路透社所说，马斯克的缺席“可能会将特斯拉的季度评级变成更稳重的业务回顾，而不是这位名人首席执行官最新想法的不可预测的平台。”马斯克追随杰夫·贝索斯和史蒂夫·乔布斯等高管的脚步，他们也经常选择退出各自公司的评级会议。</blockquote></p><p> Musk had warned over the summer that&nbsp;\"unless there's something really important that I need to say,\" he wouldn't be on the calls going forward. Musk has recently been directing a lot of his focus to SpaceX.&nbsp;The call itself touched on a number of topics.</p><p><blockquote>马斯克今年夏天曾警告称，“除非我有非常重要的事情需要说”，否则他不会继续留在评级。马斯克最近把很多注意力都放在了SpaceX上。看涨期权本身也触及了很多话题。</blockquote></p><p> Speaking about&nbsp;<b>expansion</b>, CFO Zach Kirkhorn said:</p><p><blockquote>说到<b>扩大</b>，首席财务官扎克·柯克霍恩表示：</blockquote></p><p>   Our goal as a Company here is to grow on an average pace of 50% per year. And so, you can extrapolate that out. There may be some periods of time in which we're well ahead of that. There could be some periods of time, despite best efforts, where we're slightly lower than that. But that remains the long-term goal of the Company. In Fremont, we're continuing to push the boundaries of what's possible there. Over the last 12 months, we've done about 430,000 cars of production. And based upon everything that we know in the factory where the bottlenecks are, what the potential is, we’re targeting to increase that another 50%.    ...    Austin and Berlin are interesting factories because our first iterations of capacity there are on Model Y. But we've intentionally set these factories and locations in which they have a quite significant amount of land and ability to expand. And so, we'll take Model Y at these factories. We're trying to get to 5,000 cars a week as soon as we can. And then we'll continue to push beyond that, potentially even getting to 10,000 cars per week at those factories. And then we will add Cybertruck here in Austin and continue to grow from there.  Executives also seemed to take a&nbsp;<b>kinder tone to the NHTSA investigation</b>&nbsp;than CEO Musk may have. Lars Moravy, when asked about the investigation, replied:</p><p><blockquote>作为一家公司，我们的目标是以平均每年50%的速度增长。所以，你可以推断出来。可能有一些时期我们远远领先于此。尽管我们尽了最大努力，但在某些时期，我们的价格可能会略低于这个水平。但这仍然是公司的长期目标。在弗里蒙特，我们继续拓展那里的可能性。在过去的12个月里，我们生产了约430,000辆汽车。根据我们对工厂的所有了解，瓶颈在哪里，潜力是什么，我们的目标是再增加50%。...奥斯汀和柏林是有趣的工厂，因为我们在那里的第一次产能迭代是在Model Y上。但我们有意将这些工厂和地点设置在它们拥有大量土地和扩张能力的地方。因此，我们将在这些工厂生产Model Y。我们正在努力尽快达到每周5,000辆汽车的数量。然后我们将继续超越这一目标，甚至有可能在这些工厂每周生产10,000辆汽车。然后我们将在奥斯汀增加Cybertruck，并从那里继续发展。高管们似乎也采取了<b>对国家公路交通安全管理局的调查采取更友善的态度</b>比首席执行官马斯克可能拥有的还要多。当被问及调查情况时，拉尔斯·莫拉维回答道：</blockquote></p><p>   As we have been for years, we always engage with NHTSA and other worldwide regulatory bodies to share our knowledge and to work with them on our approaches on both active and passive safety.&nbsp;There are ongoing regulatory inquiries taking place all the time, and especially on the subjects. FSD, they're at the cutting edge of technology development. During these investigations, my team, myself, are always cooperative as much as possible.    We expect and embrace the scrutiny of these products and know that the truth about their performance and the innovations our products have will ultimately be all that matters. In the end then as I've said on previous calls, we take safety as a top priority in all our designs. This is because our primary motivation is from an -- coming from a team of incredible engineers designing software and hardware that saves lives and prevents injuries.    And doing so, we'll continue to be transparent to the public on how our technology is both developing from an autopilot safety data, the latest of which we just shared in the shareholder update. And you can also see in review a wide variety of customer post FSD videos on social media.  They also addressed&nbsp;<b>longer wait times for service</b>&nbsp;across the country and in Europe. CFO Kirkhorn said:</p><p><blockquote>多年来，我们始终与NHTSA和其他全球监管机构合作，分享我们的知识，并与他们合作研究我们在主动和被动安全方面的方法。监管调查一直在进行，尤其是在这些主题上。FSD，他们处于技术开发的前沿。在这些调查过程中，我的团队，我自己，总是尽可能地合作。我们期待并接受对这些产品的审查，并且知道它们的性能和我们产品的创新的真相最终才是最重要的。最后，正如我在之前的评级上所说，我们将安全作为所有设计的重中之重。这是因为我们的主要动机来自一个令人难以置信的工程师团队，他们设计了拯救生命和防止伤害的软件和硬件。通过这样做，我们将继续向公众透明地了解我们的技术是如何根据自动驾驶仪安全数据发展的，我们刚刚在股东更新中分享了最新的数据。您还可以在评论中看到各种客户在社交媒体上发布的FSD视频。他们还谈到<b>服务等待时间更长</b>在全国和欧洲。首席财务官柯克霍恩表示：</blockquote></p><p></p><p>   We have seen an increase in service late times throughout the summer, and there's a couple of things that have contributed to that based upon the information that we had. The first is that I think this is not -- this is not unique to us is that the return to some sense of normalcy in a post-pandemic world has happened I think more quickly than most people expected.    And what we're seeing here is that the number of miles that people are driving has increased. There may have been some demand for service during 2020 or in the early parts of 2021 that customers put off. And so, there's a bit of a catch-up that's occurring that has increased demand for service.    At the same time, in the macro-environment here, logistics, moving parts, sourcing parts, has become increasingly more difficult, which is a well-known issue in the world right now, as well as challenges in the labor market. And so, there's this simultaneous increase in demand for service, where the ability to supply that service has been impacted for the reasons I mentioned.    And so, we saw an uptick primarily in Europe and North America and service wait times over the course of the summer. And we've been working extremely hard since then to address this.  Kirkhorn ducked a question about&nbsp;<b>Full Self Driving</b>&nbsp;pricing:</p><p><blockquote>我们已经看到整个夏季后期的服务有所增加，根据我们掌握的信息，有几件事促成了这一点。首先，我认为这不是——这不是我们独有的，我认为大流行后世界恢复某种常态的速度比大多数人预期的要快。我们在这里看到的是人们驾驶的里程数增加了。在2020年或2021年初，客户可能会推迟一些服务需求。因此，有一点追赶正在发生，增加了对服务的需求。与此同时，在这里的宏观环境下，物流、移动零件、采购零件变得越来越困难，这是目前世界上众所周知的问题，也是劳动力市场的挑战。因此，对服务的需求同时增加，由于我提到的原因，提供服务的能力受到了影响。因此，我们主要在欧洲和北美看到服务等待时间有所增加。从那时起，我们一直在非常努力地解决这个问题。柯克霍恩回避了一个关于<b>全自动驾驶</b>定价：</blockquote></p><p>   I'll take the second part of the question first,   <b>we won't be providing any forward-looking commentary</b>on our pricing strategy or what may happen here over the near term. With respect to the first part of the question, it has been an interesting thing for us to impact within the Company.  He also talked about the coming&nbsp;<b>Tesla insurance product</b>, which will take Tesla's \"Safety Score\" that it is using to grade FSD beta testers and use it ostensibly to price insurance:</p><p><blockquote>我先回答问题的第二部分，<b>我们不会提供任何前瞻性评论</b>关于我们的定价策略或短期内可能发生的事情。关于问题的第一部分，对我们来说，在公司内部产生影响是一件有趣的事情。他还谈到了即将到来的<b>特斯拉保险产品</b>，它将采用特斯拉用于对FSD beta测试人员进行评级的“安全评分”，并表面上用于为保险定价：</blockquote></p><p>   At Tesla, because our cars are connected, because they are essentially computers on wheels, there's enormous amounts of data that we have available to us to be able to assess the attributes of a driver who's operating that car, and whether those attributes correlate with safety. Because we do get a signal when a car has been in an accident. So, we've been spending our time looking at hundreds of different variables and also looking at billions of miles of driving history. And we've been able to fit a model that is able to predict with decent accuracy the probability of collision over a period of time. And the model is not perfect.    The model is a function of the data that we have available. That dataset continues to grow. We continue to experiment with new variables, but we do have a model that works pretty well, so far. And from that model being able to predict frequency of collision, we can then align that against the price curve.   <b>And we can have individualized pricing integrated into the car, integrated into the app, integrated into that customer's experience.</b>With the feedback loop back to the customer on how they are driving after every drive, the attributes that they were successful on or unsuccessful on, and the tips of things that they can do to improve their safety.  Kirkhorn also addressed potential costs rising as a result of growing raw material pricing:</p><p><blockquote>在特斯拉，因为我们的汽车是联网的，因为它们本质上是轮子上的计算机，所以我们可以获得大量数据来评估驾驶汽车的驾驶员的属性，以及这些属性是否与安全相关。因为当汽车发生事故时，我们确实会收到信号。因此，我们一直在花时间研究数百个不同的变量，也研究数十亿英里的驾驶历史。我们已经能够拟合一个模型，能够相当准确地预测一段时间内的碰撞概率。而且模型并不完美。该模型是我们现有数据的函数。该数据集继续增长。我们继续尝试新的变量，但到目前为止，我们确实有一个运行良好的模型。根据能够预测碰撞频率的模型，我们可以将其与价格曲线进行比较。<b>我们可以将个性化定价集成到汽车、应用程序、客户体验中。</b>每次驾驶后都会向客户反馈他们的驾驶情况、他们成功或不成功的属性，以及他们可以采取哪些措施来提高安全性。柯克霍恩还谈到了原材料价格上涨导致的潜在成本上升：</blockquote></p><p>   Our primary exposure right now is around nickel and aluminum, nickel on the cell, aluminum on non-cell. And we have a mixture of contracts with various suppliers. In some materials, we contract directly and we have full exposure to price fluctuations. We do have a number of long-term commitments and long-term contracts in place. We also have contracts where there's some amount of cost -sharing based upon the movement of indexes. And so, as these have been moving, some of those costs have been flowing through to us. It's unsubstantial amount of cost, but it's not small.    As we look towards the next year,   <b>I certainly hope it doesn't play out this way, but it's possible that we continue to see more of cost headwind</b>, as a result of these movements. It's difficult to say precisely, but the volatility in the increases are just substantial. So substantial. And there are certain suppliers that maybe up to a certain point have been absorbing some of the increase.  And finally he praised the company's supply chain team for&nbsp;<b>navigating the chip crisis</b>:</p><p><blockquote>我们目前主要接触的是镍和铝，电池上的镍，非电池上的铝。我们与各种供应商签订了混合合同。在某些材料中，我们直接签订合同，我们完全面临价格波动的风险。我们确实有许多长期承诺和长期合同。我们还签订了根据指数变动进行一定程度成本分摊的合同。因此，随着这些成本的转移，其中一些成本已经流向了我们。这是一笔微不足道的费用，但也不小。展望下一年，<b>我当然希望事情不会以这种方式发展，但我们可能会继续看到更多的成本阻力</b>，作为这些运动的结果。很难说清楚，但增长的波动性是巨大的。如此充实。某些供应商可能在某种程度上已经吸收了部分增长。最后他赞扬了公司的供应链团队<b>应对芯片危机</b>：</blockquote></p><p>   I want to thank our supply chain team for their incredible work and our production teams for showing impressive flexibility as we make adjustments real-time.   <b>These teams' expertise in the chip industry across all tiers has made a huge difference</b>in managing through these challenges. Additionally, we never reduced our production forecast with our suppliers as we're adding capacity as quickly as possible.  Analysts also weighed in on Thursday morning with their take on both the report, and the call. Courtesy of&nbsp;<i><b>Bloomberg</b></i>, here are their takes:</p><p><blockquote>我要感谢我们的供应链团队所做的令人难以置信的工作，以及我们的生产团队在我们实时进行调整时表现出的令人印象深刻的灵活性。<b>这些团队在芯片行业各个层面的专业知识产生了巨大的影响</b>应对这些挑战。此外，我们从未降低对供应商的产量预测，因为我们正在尽快增加产能。周四上午，分析师也发表了对该报告和《看涨期权》的看法。由<i><b>彭博社</b></i>，以下是他们的镜头：</blockquote></p><p>   <ul>   <li><b>Cowen (Marketperform, PT to $625 from $580)</b></p><p><blockquote><ul><li><b>Cowen（Marketperform，PT从580美元涨至625美元）</b></li></ul></blockquote></p><p></p><p>    <ul>     <li>Says guidance continues to be “vague,” highlights wide gap between Tesla’s “over 50% delivery growth in ‘22” target and consensus for more than 70% growth</p><p><blockquote><ul><li>表示指导仍然“模糊”，强调特斯拉“22年交付增长超过50%”的目标与增长超过70%的共识之间存在巨大差距</li></ul></blockquote></p><p></li>    </ul></li>   <li><b>Morgan Stanley (Overweight, PT $900)</b></p><p><blockquote><li><b>摩根士丹利（跑赢大盘，PT$900）</b></li></blockquote></p><p>    <ul>     <li>Says annualized Ebitda approaching $13b, closing in on levels of GM and Ford, but notes revenue being just a fraction of those traditional automakers</p><p><blockquote><ul><li>表示年化Ebitda接近13b美元，接近通用汽车和福特的水平，但指出收入只是这些传统汽车制造商的一小部分</li></ul></blockquote></p><p></li>     <li>Says lowering dependency on Fremont plan is a further plus for margins</p><p><blockquote><li>表示降低对弗里蒙特计划的依赖将进一步提高利润率</li></blockquote></p><p></li>    </ul></li>   <li><b>Wedbush (Outperform, PT to $1,100 from $1,000)</b></p><p><blockquote><li><b>Wedbush（跑赢大盘，PT从1,000美元升至1,100美元）</b></li></blockquote></p><p>    <ul>     <li>“We also believe the scale and scope of Giga Austin will enable Tesla to further expand margins markedly over time and will alleviate the supply bottleneck”</p><p><blockquote><ul><li>“我们还相信，Giga Austin的规模和范围将使特斯拉能够随着时间的推移进一步显着扩大利润率，并将缓解供应瓶颈”</li></ul></blockquote></p><p></li>     <li>Sees China representing 40%+ of global deliveries for Tesla in 2022</p><p><blockquote><li>预计2022年中国将占特斯拉全球交付量的40%以上</li></blockquote></p><p></li>    </ul></li>   <li><b>Piper Sandler (Overweight, Street high PT $1,200)</b></p><p><blockquote><li><b>Piper Sandler（跑赢大盘，Street high PT$1,200）</b></li></blockquote></p><p>    <ul>     <li>On margins, says 3Q will probably represent “the high-water mark,” at least for the next few quarters</p><p><blockquote><ul><li>他表示，就利润率而言，第三季度可能代表“高水位”，至少在未来几个季度是如此</li></ul></blockquote></p><p></li>     <li>Cites stock underperformance to rally in run up to the results</p><p><blockquote><li>因股票表现不佳而在业绩公布前上涨</li></blockquote></p><p></li>    </ul></li>   <li><b>JPMorgan (Underweight, PT to $250 from $210)</b></p><p><blockquote><li><b>摩根大通（PT跑输大盘，从210美元涨至250美元）</b></li></blockquote></p><p>    <ul>     <li>Says investors it chatted with were looking for an update on the ramp of production in Austin and Berlin</p><p><blockquote><ul><li>表示与之交谈的投资者正在寻找奥斯汀和柏林产量增长的最新情况</li></ul></blockquote></p><p></li>     <li>Still believes current valuation of over $800b “challenging”</p><p><blockquote><li>仍然认为目前超过800b美元的估值“具有挑战性”</li></blockquote></p><p></li>    </ul></li>  </ul>  Recall, we published a&nbsp;full report on Tesla's Q3 earnings here.</p><p><blockquote>回想一下，我们在这里发布了特斯拉第三季度收益的完整报告。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ef1dc6ea27302a920d2cc27075e2954a\" tg-width=\"1059\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> For the third quarter, Tesla posted:</p><p><blockquote>对于第三季度，特斯拉发布：</blockquote></p><p> <ul>  <li>Revenue $13.76BN,&nbsp;<i><b>missing</b></i>&nbsp;the est $13.91B</p><p><blockquote><ul><li>收入137.6亿美元，<i><b>失踪的</b></i>预计$13.91 B</li></ul></blockquote></p><p></li>  <li>Adjusted EPS $1.86,&nbsp;<i><b>beating</b></i>&nbsp;the est 1.67c</p><p><blockquote><li>调整后每股收益1.86美元，<i><b>殴打</b></i>预计1.67摄氏度</li></blockquote></p><p></li>  <li>Free Cash Flow $1.328BN,&nbsp;<i><b>missing</b></i>&nbsp;the estimate of $1.38BN</p><p><blockquote><li>自由现金流13.28亿美元，<i><b>失踪的</b></i>估计为13.8亿美元</li></blockquote></p><p></li>  <li>Automotive gross margin 30.5%,&nbsp;<i><b>beating</b></i>&nbsp;the estimate of 28.4% and up Y/Y from 27.7%</p><p><blockquote><li>汽车毛利率30.5%，<i><b>殴打</b></i>预期为28.4%，同比高于27.7%</li></blockquote></p><p>   <ul>    <li>GAAP automotive gross margin 28.8%,&nbsp;<i><b>beating</b></i>the estimate of Exp. 26.4%</p><p><blockquote><ul><li>GAAP汽车毛利率28.8%，<i><b>殴打</b></i>Exp的估计。26.4%</li></ul></blockquote></p><p></li>   </ul></li>  <li>CapEx $1.828BN,&nbsp;<i><b>missing</b></i>&nbsp;the estimate of $1.37BN</p><p><blockquote><li>资本支出18.28亿美元，<i><b>失踪的</b></i>估计为13.7亿美元</li></blockquote></p><p></li>  <li>Cash and cash equivalents of $16.065BN,&nbsp;<i><b>missing</b></i>&nbsp;the estimate $16.88 billion</p><p><blockquote><li>现金及现金等价物为160.65亿美元，<i><b>失踪的</b></i>估计为168.8亿美元</li></blockquote></p><p></li> </ul> Tesla said it had its “best-ever” net income, while it actually lowered prices in the third quarter.&nbsp;<b>“Our operating margin reached an all-time high as we continue to reduce cost at a higher rate than declines in ASP,” the company said.</b></p><p><blockquote>特斯拉表示，它的净利润是“有史以来最好的”，而实际上它在第三季度降低了价格。<b>该公司表示：“随着我们继续以高于平均售价下降的速度降低成本，我们的营业利润率达到了历史最高水平。”</b></blockquote></p><p> Of note, unlike previous quarter when virtually all the profit came from the sale of regulatory credits, in Q3 the situation normalized somewhat with just $279MM from regulatory credits, a 30% drop Y/Y and a fraction of the GAAP Net Income of $1.618BN.</p><p><blockquote>值得注意的是，与上一季度几乎所有利润都来自出售监管信贷不同，第三季度的情况有所正常化，监管信贷仅为2.79亿美元，同比下降30%，仅占GAAP净利润16.18亿美元的一小部分。</blockquote></p><p> Amusingly, Tesla announced that in Q3 it suffered a Bitcoin-related impairment of $51M, which however we are confident has been fully reversed by now. Tesla's holdings of “digital assets” totaled $1.26 billion at the end of the quarter. That is down from $1.311 billion in the previous quarter, or $51 million, the amount it reported as a “Bitcoin-related impairment” and which will no appear as a benefit thanks to the surge in the price of bitcoin.</p><p><blockquote>有趣的是，特斯拉宣布第三季度与比特币相关的减值为5100万美元，但我们相信这一减值现已完全扭转。截至本季度末，特斯拉持有的“数字资产”总额为12.6亿美元。这低于上一季度的13.11亿美元，即5100万美元，该公司报告的“比特币相关减值”金额，并且由于比特币价格飙升，该金额不会表现为收益。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b7a251c7dc295e75612621313a58b673\" tg-width=\"500\" tg-height=\"298\" referrerpolicy=\"no-referrer\">The company also reported what we already knew - that it produced and delivered some 240,000 vehicles, while \"reaching an operating margin of 14.6%, exceeding our medium-term guidance of “operating margin in low-teens.” The company proudly noted that \"this level of profitability was achieved while ASP decreased by 6% YoY in Q3 due to continued mix shift towards lower-priced vehicles.\" In Q3, Tesla's operating margin reached an all-time high \"as we continue to reduce cost at a higher rate than declines in ASP. \"</p><p><blockquote>该公司还报告了我们已经知道的情况——它生产和交付了约240,000辆汽车，同时“营业利润率达到14.6%，超过了我们的中期指导”营业利润率在十几岁左右。该公司自豪地指出，“由于产品组合持续转向低价汽车，第三季度平均售价同比下降6%，实现了这一盈利水平。”第三季度，特斯拉的营业利润率达到了历史最高水平，“因为我们继续以高于平均售价下降的速度降低成本”。</blockquote></p><p> Looking ahead, Tesla said that it plans to grow its manufacturing capacity as quickly as possible but the growth will be determined by supply chain shortages: \"Over a multi-year horizon, we expect to achieve 50% average annual growth in vehicle deliveries.&nbsp;<b>The rate of growth will depend on our equipment capacity, operational efficiency and the capacity and stability of the supply chain.\"</b></p><p><blockquote>展望未来，特斯拉表示，计划尽快提高制造能力，但增长将取决于供应链短缺：“在多年的时间里，我们预计汽车交付量将实现50%的年均增长。<b>增长率将取决于我们的设备产能、运营效率以及供应链的产能和稳定性。”</b></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Shares Shrug As Musk-Less Call Offers Dry Details On Expansion, Insurance, Full Self Driving<blockquote>没有马斯克的看涨期权提供了有关扩张、保险、全自动驾驶的枯燥细节，特斯拉股价耸耸肩</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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It marks the first time in the company's history that Musk was not on the conference call.</p><p><blockquote>如果你注意到没有喃喃自语、半句话和直截了当的话<i>胡说</i>在昨晚的特斯拉电话会议上，可能与CEO Elon Musk没有在看涨期权露面有关。这标志着该公司历史上马斯克首次不在电话会议。</blockquote></p><p> Of course, the positive of Musk not being on the call is that whoever is acting as the company's general counsel that week can likely breathe a sign of relief. The negative is that most of the company's cultist supporters, who turn in to hear every last brain fart that Musk is able to conjure up on the fly, may be disappointed.</p><p><blockquote>当然，马斯克不在看涨期权的好处是，无论谁在那一周担任公司总法律顾问，都可能松一口气。消极的一面是，该公司的大多数狂热支持者可能会感到失望，他们会收听马斯克能够在飞行中变出的最后一个大脑屁。</blockquote></p><p> Or, as&nbsp;Reuters put it, Musk's absence is \"likely to turn Tesla's quarterly calls into more staid reviews of business than unpredictable platforms for the celebrity CEO's latest thoughts.\" Musk follows in the footsteps of executives like Jeff Bezos and Steve Jobs, who would also routinely opt-out of their respective companies' conference calls.</p><p><blockquote>或者，正如路透社所说，马斯克的缺席“可能会将特斯拉的季度评级变成更稳重的业务回顾，而不是这位名人首席执行官最新想法的不可预测的平台。”马斯克追随杰夫·贝索斯和史蒂夫·乔布斯等高管的脚步，他们也经常选择退出各自公司的评级会议。</blockquote></p><p> Musk had warned over the summer that&nbsp;\"unless there's something really important that I need to say,\" he wouldn't be on the calls going forward. Musk has recently been directing a lot of his focus to SpaceX.&nbsp;The call itself touched on a number of topics.</p><p><blockquote>马斯克今年夏天曾警告称，“除非我有非常重要的事情需要说”，否则他不会继续留在评级。马斯克最近把很多注意力都放在了SpaceX上。看涨期权本身也触及了很多话题。</blockquote></p><p> Speaking about&nbsp;<b>expansion</b>, CFO Zach Kirkhorn said:</p><p><blockquote>说到<b>扩大</b>，首席财务官扎克·柯克霍恩表示：</blockquote></p><p>   Our goal as a Company here is to grow on an average pace of 50% per year. And so, you can extrapolate that out. There may be some periods of time in which we're well ahead of that. There could be some periods of time, despite best efforts, where we're slightly lower than that. But that remains the long-term goal of the Company. In Fremont, we're continuing to push the boundaries of what's possible there. Over the last 12 months, we've done about 430,000 cars of production. And based upon everything that we know in the factory where the bottlenecks are, what the potential is, we’re targeting to increase that another 50%.    ...    Austin and Berlin are interesting factories because our first iterations of capacity there are on Model Y. But we've intentionally set these factories and locations in which they have a quite significant amount of land and ability to expand. And so, we'll take Model Y at these factories. We're trying to get to 5,000 cars a week as soon as we can. And then we'll continue to push beyond that, potentially even getting to 10,000 cars per week at those factories. And then we will add Cybertruck here in Austin and continue to grow from there.  Executives also seemed to take a&nbsp;<b>kinder tone to the NHTSA investigation</b>&nbsp;than CEO Musk may have. Lars Moravy, when asked about the investigation, replied:</p><p><blockquote>作为一家公司，我们的目标是以平均每年50%的速度增长。所以，你可以推断出来。可能有一些时期我们远远领先于此。尽管我们尽了最大努力，但在某些时期，我们的价格可能会略低于这个水平。但这仍然是公司的长期目标。在弗里蒙特，我们继续拓展那里的可能性。在过去的12个月里，我们生产了约430,000辆汽车。根据我们对工厂的所有了解，瓶颈在哪里，潜力是什么，我们的目标是再增加50%。...奥斯汀和柏林是有趣的工厂，因为我们在那里的第一次产能迭代是在Model Y上。但我们有意将这些工厂和地点设置在它们拥有大量土地和扩张能力的地方。因此，我们将在这些工厂生产Model Y。我们正在努力尽快达到每周5,000辆汽车的数量。然后我们将继续超越这一目标，甚至有可能在这些工厂每周生产10,000辆汽车。然后我们将在奥斯汀增加Cybertruck，并从那里继续发展。高管们似乎也采取了<b>对国家公路交通安全管理局的调查采取更友善的态度</b>比首席执行官马斯克可能拥有的还要多。当被问及调查情况时，拉尔斯·莫拉维回答道：</blockquote></p><p>   As we have been for years, we always engage with NHTSA and other worldwide regulatory bodies to share our knowledge and to work with them on our approaches on both active and passive safety.&nbsp;There are ongoing regulatory inquiries taking place all the time, and especially on the subjects. FSD, they're at the cutting edge of technology development. During these investigations, my team, myself, are always cooperative as much as possible.    We expect and embrace the scrutiny of these products and know that the truth about their performance and the innovations our products have will ultimately be all that matters. In the end then as I've said on previous calls, we take safety as a top priority in all our designs. This is because our primary motivation is from an -- coming from a team of incredible engineers designing software and hardware that saves lives and prevents injuries.    And doing so, we'll continue to be transparent to the public on how our technology is both developing from an autopilot safety data, the latest of which we just shared in the shareholder update. And you can also see in review a wide variety of customer post FSD videos on social media.  They also addressed&nbsp;<b>longer wait times for service</b>&nbsp;across the country and in Europe. CFO Kirkhorn said:</p><p><blockquote>多年来，我们始终与NHTSA和其他全球监管机构合作，分享我们的知识，并与他们合作研究我们在主动和被动安全方面的方法。监管调查一直在进行，尤其是在这些主题上。FSD，他们处于技术开发的前沿。在这些调查过程中，我的团队，我自己，总是尽可能地合作。我们期待并接受对这些产品的审查，并且知道它们的性能和我们产品的创新的真相最终才是最重要的。最后，正如我在之前的评级上所说，我们将安全作为所有设计的重中之重。这是因为我们的主要动机来自一个令人难以置信的工程师团队，他们设计了拯救生命和防止伤害的软件和硬件。通过这样做，我们将继续向公众透明地了解我们的技术是如何根据自动驾驶仪安全数据发展的，我们刚刚在股东更新中分享了最新的数据。您还可以在评论中看到各种客户在社交媒体上发布的FSD视频。他们还谈到<b>服务等待时间更长</b>在全国和欧洲。首席财务官柯克霍恩表示：</blockquote></p><p></p><p>   We have seen an increase in service late times throughout the summer, and there's a couple of things that have contributed to that based upon the information that we had. The first is that I think this is not -- this is not unique to us is that the return to some sense of normalcy in a post-pandemic world has happened I think more quickly than most people expected.    And what we're seeing here is that the number of miles that people are driving has increased. There may have been some demand for service during 2020 or in the early parts of 2021 that customers put off. And so, there's a bit of a catch-up that's occurring that has increased demand for service.    At the same time, in the macro-environment here, logistics, moving parts, sourcing parts, has become increasingly more difficult, which is a well-known issue in the world right now, as well as challenges in the labor market. And so, there's this simultaneous increase in demand for service, where the ability to supply that service has been impacted for the reasons I mentioned.    And so, we saw an uptick primarily in Europe and North America and service wait times over the course of the summer. And we've been working extremely hard since then to address this.  Kirkhorn ducked a question about&nbsp;<b>Full Self Driving</b>&nbsp;pricing:</p><p><blockquote>我们已经看到整个夏季后期的服务有所增加，根据我们掌握的信息，有几件事促成了这一点。首先，我认为这不是——这不是我们独有的，我认为大流行后世界恢复某种常态的速度比大多数人预期的要快。我们在这里看到的是人们驾驶的里程数增加了。在2020年或2021年初，客户可能会推迟一些服务需求。因此，有一点追赶正在发生，增加了对服务的需求。与此同时，在这里的宏观环境下，物流、移动零件、采购零件变得越来越困难，这是目前世界上众所周知的问题，也是劳动力市场的挑战。因此，对服务的需求同时增加，由于我提到的原因，提供服务的能力受到了影响。因此，我们主要在欧洲和北美看到服务等待时间有所增加。从那时起，我们一直在非常努力地解决这个问题。柯克霍恩回避了一个关于<b>全自动驾驶</b>定价：</blockquote></p><p>   I'll take the second part of the question first,   <b>we won't be providing any forward-looking commentary</b>on our pricing strategy or what may happen here over the near term. With respect to the first part of the question, it has been an interesting thing for us to impact within the Company.  He also talked about the coming&nbsp;<b>Tesla insurance product</b>, which will take Tesla's \"Safety Score\" that it is using to grade FSD beta testers and use it ostensibly to price insurance:</p><p><blockquote>我先回答问题的第二部分，<b>我们不会提供任何前瞻性评论</b>关于我们的定价策略或短期内可能发生的事情。关于问题的第一部分，对我们来说，在公司内部产生影响是一件有趣的事情。他还谈到了即将到来的<b>特斯拉保险产品</b>，它将采用特斯拉用于对FSD beta测试人员进行评级的“安全评分”，并表面上用于为保险定价：</blockquote></p><p>   At Tesla, because our cars are connected, because they are essentially computers on wheels, there's enormous amounts of data that we have available to us to be able to assess the attributes of a driver who's operating that car, and whether those attributes correlate with safety. Because we do get a signal when a car has been in an accident. So, we've been spending our time looking at hundreds of different variables and also looking at billions of miles of driving history. And we've been able to fit a model that is able to predict with decent accuracy the probability of collision over a period of time. And the model is not perfect.    The model is a function of the data that we have available. That dataset continues to grow. We continue to experiment with new variables, but we do have a model that works pretty well, so far. And from that model being able to predict frequency of collision, we can then align that against the price curve.   <b>And we can have individualized pricing integrated into the car, integrated into the app, integrated into that customer's experience.</b>With the feedback loop back to the customer on how they are driving after every drive, the attributes that they were successful on or unsuccessful on, and the tips of things that they can do to improve their safety.  Kirkhorn also addressed potential costs rising as a result of growing raw material pricing:</p><p><blockquote>在特斯拉，因为我们的汽车是联网的，因为它们本质上是轮子上的计算机，所以我们可以获得大量数据来评估驾驶汽车的驾驶员的属性，以及这些属性是否与安全相关。因为当汽车发生事故时，我们确实会收到信号。因此，我们一直在花时间研究数百个不同的变量，也研究数十亿英里的驾驶历史。我们已经能够拟合一个模型，能够相当准确地预测一段时间内的碰撞概率。而且模型并不完美。该模型是我们现有数据的函数。该数据集继续增长。我们继续尝试新的变量，但到目前为止，我们确实有一个运行良好的模型。根据能够预测碰撞频率的模型，我们可以将其与价格曲线进行比较。<b>我们可以将个性化定价集成到汽车、应用程序、客户体验中。</b>每次驾驶后都会向客户反馈他们的驾驶情况、他们成功或不成功的属性，以及他们可以采取哪些措施来提高安全性。柯克霍恩还谈到了原材料价格上涨导致的潜在成本上升：</blockquote></p><p>   Our primary exposure right now is around nickel and aluminum, nickel on the cell, aluminum on non-cell. And we have a mixture of contracts with various suppliers. In some materials, we contract directly and we have full exposure to price fluctuations. We do have a number of long-term commitments and long-term contracts in place. We also have contracts where there's some amount of cost -sharing based upon the movement of indexes. And so, as these have been moving, some of those costs have been flowing through to us. It's unsubstantial amount of cost, but it's not small.    As we look towards the next year,   <b>I certainly hope it doesn't play out this way, but it's possible that we continue to see more of cost headwind</b>, as a result of these movements. It's difficult to say precisely, but the volatility in the increases are just substantial. So substantial. And there are certain suppliers that maybe up to a certain point have been absorbing some of the increase.  And finally he praised the company's supply chain team for&nbsp;<b>navigating the chip crisis</b>:</p><p><blockquote>我们目前主要接触的是镍和铝，电池上的镍，非电池上的铝。我们与各种供应商签订了混合合同。在某些材料中，我们直接签订合同，我们完全面临价格波动的风险。我们确实有许多长期承诺和长期合同。我们还签订了根据指数变动进行一定程度成本分摊的合同。因此，随着这些成本的转移，其中一些成本已经流向了我们。这是一笔微不足道的费用，但也不小。展望下一年，<b>我当然希望事情不会以这种方式发展，但我们可能会继续看到更多的成本阻力</b>，作为这些运动的结果。很难说清楚，但增长的波动性是巨大的。如此充实。某些供应商可能在某种程度上已经吸收了部分增长。最后他赞扬了公司的供应链团队<b>应对芯片危机</b>：</blockquote></p><p>   I want to thank our supply chain team for their incredible work and our production teams for showing impressive flexibility as we make adjustments real-time.   <b>These teams' expertise in the chip industry across all tiers has made a huge difference</b>in managing through these challenges. Additionally, we never reduced our production forecast with our suppliers as we're adding capacity as quickly as possible.  Analysts also weighed in on Thursday morning with their take on both the report, and the call. Courtesy of&nbsp;<i><b>Bloomberg</b></i>, here are their takes:</p><p><blockquote>我要感谢我们的供应链团队所做的令人难以置信的工作，以及我们的生产团队在我们实时进行调整时表现出的令人印象深刻的灵活性。<b>这些团队在芯片行业各个层面的专业知识产生了巨大的影响</b>应对这些挑战。此外，我们从未降低对供应商的产量预测，因为我们正在尽快增加产能。周四上午，分析师也发表了对该报告和《看涨期权》的看法。由<i><b>彭博社</b></i>，以下是他们的镜头：</blockquote></p><p>   <ul>   <li><b>Cowen (Marketperform, PT to $625 from $580)</b></p><p><blockquote><ul><li><b>Cowen（Marketperform，PT从580美元涨至625美元）</b></li></ul></blockquote></p><p></p><p>    <ul>     <li>Says guidance continues to be “vague,” highlights wide gap between Tesla’s “over 50% delivery growth in ‘22” target and consensus for more than 70% growth</p><p><blockquote><ul><li>表示指导仍然“模糊”，强调特斯拉“22年交付增长超过50%”的目标与增长超过70%的共识之间存在巨大差距</li></ul></blockquote></p><p></li>    </ul></li>   <li><b>Morgan Stanley (Overweight, PT $900)</b></p><p><blockquote><li><b>摩根士丹利（跑赢大盘，PT$900）</b></li></blockquote></p><p>    <ul>     <li>Says annualized Ebitda approaching $13b, closing in on levels of GM and Ford, but notes revenue being just a fraction of those traditional automakers</p><p><blockquote><ul><li>表示年化Ebitda接近13b美元，接近通用汽车和福特的水平，但指出收入只是这些传统汽车制造商的一小部分</li></ul></blockquote></p><p></li>     <li>Says lowering dependency on Fremont plan is a further plus for margins</p><p><blockquote><li>表示降低对弗里蒙特计划的依赖将进一步提高利润率</li></blockquote></p><p></li>    </ul></li>   <li><b>Wedbush (Outperform, PT to $1,100 from $1,000)</b></p><p><blockquote><li><b>Wedbush（跑赢大盘，PT从1,000美元升至1,100美元）</b></li></blockquote></p><p>    <ul>     <li>“We also believe the scale and scope of Giga Austin will enable Tesla to further expand margins markedly over time and will alleviate the supply bottleneck”</p><p><blockquote><ul><li>“我们还相信，Giga Austin的规模和范围将使特斯拉能够随着时间的推移进一步显着扩大利润率，并将缓解供应瓶颈”</li></ul></blockquote></p><p></li>     <li>Sees China representing 40%+ of global deliveries for Tesla in 2022</p><p><blockquote><li>预计2022年中国将占特斯拉全球交付量的40%以上</li></blockquote></p><p></li>    </ul></li>   <li><b>Piper Sandler (Overweight, Street high PT $1,200)</b></p><p><blockquote><li><b>Piper Sandler（跑赢大盘，Street high PT$1,200）</b></li></blockquote></p><p>    <ul>     <li>On margins, says 3Q will probably represent “the high-water mark,” at least for the next few quarters</p><p><blockquote><ul><li>他表示，就利润率而言，第三季度可能代表“高水位”，至少在未来几个季度是如此</li></ul></blockquote></p><p></li>     <li>Cites stock underperformance to rally in run up to the results</p><p><blockquote><li>因股票表现不佳而在业绩公布前上涨</li></blockquote></p><p></li>    </ul></li>   <li><b>JPMorgan (Underweight, PT to $250 from $210)</b></p><p><blockquote><li><b>摩根大通（PT跑输大盘，从210美元涨至250美元）</b></li></blockquote></p><p>    <ul>     <li>Says investors it chatted with were looking for an update on the ramp of production in Austin and Berlin</p><p><blockquote><ul><li>表示与之交谈的投资者正在寻找奥斯汀和柏林产量增长的最新情况</li></ul></blockquote></p><p></li>     <li>Still believes current valuation of over $800b “challenging”</p><p><blockquote><li>仍然认为目前超过800b美元的估值“具有挑战性”</li></blockquote></p><p></li>    </ul></li>  </ul>  Recall, we published a&nbsp;full report on Tesla's Q3 earnings here.</p><p><blockquote>回想一下，我们在这里发布了特斯拉第三季度收益的完整报告。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ef1dc6ea27302a920d2cc27075e2954a\" tg-width=\"1059\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> For the third quarter, Tesla posted:</p><p><blockquote>对于第三季度，特斯拉发布：</blockquote></p><p> <ul>  <li>Revenue $13.76BN,&nbsp;<i><b>missing</b></i>&nbsp;the est $13.91B</p><p><blockquote><ul><li>收入137.6亿美元，<i><b>失踪的</b></i>预计$13.91 B</li></ul></blockquote></p><p></li>  <li>Adjusted EPS $1.86,&nbsp;<i><b>beating</b></i>&nbsp;the est 1.67c</p><p><blockquote><li>调整后每股收益1.86美元，<i><b>殴打</b></i>预计1.67摄氏度</li></blockquote></p><p></li>  <li>Free Cash Flow $1.328BN,&nbsp;<i><b>missing</b></i>&nbsp;the estimate of $1.38BN</p><p><blockquote><li>自由现金流13.28亿美元，<i><b>失踪的</b></i>估计为13.8亿美元</li></blockquote></p><p></li>  <li>Automotive gross margin 30.5%,&nbsp;<i><b>beating</b></i>&nbsp;the estimate of 28.4% and up Y/Y from 27.7%</p><p><blockquote><li>汽车毛利率30.5%，<i><b>殴打</b></i>预期为28.4%，同比高于27.7%</li></blockquote></p><p>   <ul>    <li>GAAP automotive gross margin 28.8%,&nbsp;<i><b>beating</b></i>the estimate of Exp. 26.4%</p><p><blockquote><ul><li>GAAP汽车毛利率28.8%，<i><b>殴打</b></i>Exp的估计。26.4%</li></ul></blockquote></p><p></li>   </ul></li>  <li>CapEx $1.828BN,&nbsp;<i><b>missing</b></i>&nbsp;the estimate of $1.37BN</p><p><blockquote><li>资本支出18.28亿美元，<i><b>失踪的</b></i>估计为13.7亿美元</li></blockquote></p><p></li>  <li>Cash and cash equivalents of $16.065BN,&nbsp;<i><b>missing</b></i>&nbsp;the estimate $16.88 billion</p><p><blockquote><li>现金及现金等价物为160.65亿美元，<i><b>失踪的</b></i>估计为168.8亿美元</li></blockquote></p><p></li> </ul> Tesla said it had its “best-ever” net income, while it actually lowered prices in the third quarter.&nbsp;<b>“Our operating margin reached an all-time high as we continue to reduce cost at a higher rate than declines in ASP,” the company said.</b></p><p><blockquote>特斯拉表示，它的净利润是“有史以来最好的”，而实际上它在第三季度降低了价格。<b>该公司表示：“随着我们继续以高于平均售价下降的速度降低成本，我们的营业利润率达到了历史最高水平。”</b></blockquote></p><p> Of note, unlike previous quarter when virtually all the profit came from the sale of regulatory credits, in Q3 the situation normalized somewhat with just $279MM from regulatory credits, a 30% drop Y/Y and a fraction of the GAAP Net Income of $1.618BN.</p><p><blockquote>值得注意的是，与上一季度几乎所有利润都来自出售监管信贷不同，第三季度的情况有所正常化，监管信贷仅为2.79亿美元，同比下降30%，仅占GAAP净利润16.18亿美元的一小部分。</blockquote></p><p> Amusingly, Tesla announced that in Q3 it suffered a Bitcoin-related impairment of $51M, which however we are confident has been fully reversed by now. Tesla's holdings of “digital assets” totaled $1.26 billion at the end of the quarter. That is down from $1.311 billion in the previous quarter, or $51 million, the amount it reported as a “Bitcoin-related impairment” and which will no appear as a benefit thanks to the surge in the price of bitcoin.</p><p><blockquote>有趣的是，特斯拉宣布第三季度与比特币相关的减值为5100万美元，但我们相信这一减值现已完全扭转。截至本季度末，特斯拉持有的“数字资产”总额为12.6亿美元。这低于上一季度的13.11亿美元，即5100万美元，该公司报告的“比特币相关减值”金额，并且由于比特币价格飙升，该金额不会表现为收益。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b7a251c7dc295e75612621313a58b673\" tg-width=\"500\" tg-height=\"298\" referrerpolicy=\"no-referrer\">The company also reported what we already knew - that it produced and delivered some 240,000 vehicles, while \"reaching an operating margin of 14.6%, exceeding our medium-term guidance of “operating margin in low-teens.” The company proudly noted that \"this level of profitability was achieved while ASP decreased by 6% YoY in Q3 due to continued mix shift towards lower-priced vehicles.\" In Q3, Tesla's operating margin reached an all-time high \"as we continue to reduce cost at a higher rate than declines in ASP. \"</p><p><blockquote>该公司还报告了我们已经知道的情况——它生产和交付了约240,000辆汽车，同时“营业利润率达到14.6%，超过了我们的中期指导”营业利润率在十几岁左右。该公司自豪地指出，“由于产品组合持续转向低价汽车，第三季度平均售价同比下降6%，实现了这一盈利水平。”第三季度，特斯拉的营业利润率达到了历史最高水平，“因为我们继续以高于平均售价下降的速度降低成本”。</blockquote></p><p> Looking ahead, Tesla said that it plans to grow its manufacturing capacity as quickly as possible but the growth will be determined by supply chain shortages: \"Over a multi-year horizon, we expect to achieve 50% average annual growth in vehicle deliveries.&nbsp;<b>The rate of growth will depend on our equipment capacity, operational efficiency and the capacity and stability of the supply chain.\"</b></p><p><blockquote>展望未来，特斯拉表示，计划尽快提高制造能力，但增长将取决于供应链短缺：“在多年的时间里，我们预计汽车交付量将实现50%的年均增长。<b>增长率将取决于我们的设备产能、运营效率以及供应链的产能和稳定性。”</b></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/musk-less-tesla-conference-call-offers-details-expansion-insurance-full-self-driving\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zerohedge.com/markets/musk-less-tesla-conference-call-offers-details-expansion-insurance-full-self-driving","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181541512","content_text":"If you noticed there was a lack of mumbling, half-sentences and outright bullshiton the Tesla conference call last night, it may have something to do with the fact that CEO Elon Musk didn't make an appearance on the call. It marks the first time in the company's history that Musk was not on the conference call.\nOf course, the positive of Musk not being on the call is that whoever is acting as the company's general counsel that week can likely breathe a sign of relief. The negative is that most of the company's cultist supporters, who turn in to hear every last brain fart that Musk is able to conjure up on the fly, may be disappointed.\nOr, as Reuters put it, Musk's absence is \"likely to turn Tesla's quarterly calls into more staid reviews of business than unpredictable platforms for the celebrity CEO's latest thoughts.\" Musk follows in the footsteps of executives like Jeff Bezos and Steve Jobs, who would also routinely opt-out of their respective companies' conference calls.\nMusk had warned over the summer that \"unless there's something really important that I need to say,\" he wouldn't be on the calls going forward. Musk has recently been directing a lot of his focus to SpaceX. The call itself touched on a number of topics.\nSpeaking about expansion, CFO Zach Kirkhorn said:\n\n Our goal as a Company here is to grow on an average pace of 50% per year. And so, you can extrapolate that out. There may be some periods of time in which we're well ahead of that. There could be some periods of time, despite best efforts, where we're slightly lower than that. But that remains the long-term goal of the Company. In Fremont, we're continuing to push the boundaries of what's possible there. Over the last 12 months, we've done about 430,000 cars of production. And based upon everything that we know in the factory where the bottlenecks are, what the potential is, we’re targeting to increase that another 50%.\n\n\n ...\n\n\n Austin and Berlin are interesting factories because our first iterations of capacity there are on Model Y. But we've intentionally set these factories and locations in which they have a quite significant amount of land and ability to expand. And so, we'll take Model Y at these factories. We're trying to get to 5,000 cars a week as soon as we can. And then we'll continue to push beyond that, potentially even getting to 10,000 cars per week at those factories. And then we will add Cybertruck here in Austin and continue to grow from there.\n\nExecutives also seemed to take a kinder tone to the NHTSA investigation than CEO Musk may have. Lars Moravy, when asked about the investigation, replied:\n\n As we have been for years, we always engage with NHTSA and other worldwide regulatory bodies to share our knowledge and to work with them on our approaches on both active and passive safety. There are ongoing regulatory inquiries taking place all the time, and especially on the subjects. FSD, they're at the cutting edge of technology development. During these investigations, my team, myself, are always cooperative as much as possible.\n\n\n We expect and embrace the scrutiny of these products and know that the truth about their performance and the innovations our products have will ultimately be all that matters. In the end then as I've said on previous calls, we take safety as a top priority in all our designs. This is because our primary motivation is from an -- coming from a team of incredible engineers designing software and hardware that saves lives and prevents injuries.\n\n\n And doing so, we'll continue to be transparent to the public on how our technology is both developing from an autopilot safety data, the latest of which we just shared in the shareholder update. And you can also see in review a wide variety of customer post FSD videos on social media.\n\nThey also addressed longer wait times for service across the country and in Europe. CFO Kirkhorn said:\n\n We have seen an increase in service late times throughout the summer, and there's a couple of things that have contributed to that based upon the information that we had. The first is that I think this is not -- this is not unique to us is that the return to some sense of normalcy in a post-pandemic world has happened I think more quickly than most people expected.\n\n\n And what we're seeing here is that the number of miles that people are driving has increased. There may have been some demand for service during 2020 or in the early parts of 2021 that customers put off. And so, there's a bit of a catch-up that's occurring that has increased demand for service.\n\n\n At the same time, in the macro-environment here, logistics, moving parts, sourcing parts, has become increasingly more difficult, which is a well-known issue in the world right now, as well as challenges in the labor market. And so, there's this simultaneous increase in demand for service, where the ability to supply that service has been impacted for the reasons I mentioned.\n\n\n And so, we saw an uptick primarily in Europe and North America and service wait times over the course of the summer. And we've been working extremely hard since then to address this.\n\nKirkhorn ducked a question about Full Self Driving pricing:\n\n I'll take the second part of the question first, \n we won't be providing any forward-looking commentaryon our pricing strategy or what may happen here over the near term. With respect to the first part of the question, it has been an interesting thing for us to impact within the Company.\n\nHe also talked about the coming Tesla insurance product, which will take Tesla's \"Safety Score\" that it is using to grade FSD beta testers and use it ostensibly to price insurance:\n\n At Tesla, because our cars are connected, because they are essentially computers on wheels, there's enormous amounts of data that we have available to us to be able to assess the attributes of a driver who's operating that car, and whether those attributes correlate with safety. Because we do get a signal when a car has been in an accident. So, we've been spending our time looking at hundreds of different variables and also looking at billions of miles of driving history. And we've been able to fit a model that is able to predict with decent accuracy the probability of collision over a period of time. And the model is not perfect.\n\n\n The model is a function of the data that we have available. That dataset continues to grow. We continue to experiment with new variables, but we do have a model that works pretty well, so far. And from that model being able to predict frequency of collision, we can then align that against the price curve. \n And we can have individualized pricing integrated into the car, integrated into the app, integrated into that customer's experience.With the feedback loop back to the customer on how they are driving after every drive, the attributes that they were successful on or unsuccessful on, and the tips of things that they can do to improve their safety.\n\nKirkhorn also addressed potential costs rising as a result of growing raw material pricing:\n\n Our primary exposure right now is around nickel and aluminum, nickel on the cell, aluminum on non-cell. And we have a mixture of contracts with various suppliers. In some materials, we contract directly and we have full exposure to price fluctuations. We do have a number of long-term commitments and long-term contracts in place. We also have contracts where there's some amount of cost -sharing based upon the movement of indexes. And so, as these have been moving, some of those costs have been flowing through to us. It's unsubstantial amount of cost, but it's not small.\n\n\n As we look towards the next year, \n I certainly hope it doesn't play out this way, but it's possible that we continue to see more of cost headwind, as a result of these movements. It's difficult to say precisely, but the volatility in the increases are just substantial. So substantial. And there are certain suppliers that maybe up to a certain point have been absorbing some of the increase.\n\nAnd finally he praised the company's supply chain team for navigating the chip crisis:\n\n I want to thank our supply chain team for their incredible work and our production teams for showing impressive flexibility as we make adjustments real-time. \n These teams' expertise in the chip industry across all tiers has made a huge differencein managing through these challenges. Additionally, we never reduced our production forecast with our suppliers as we're adding capacity as quickly as possible.\n\nAnalysts also weighed in on Thursday morning with their take on both the report, and the call. Courtesy of Bloomberg, here are their takes:\n\n\nCowen (Marketperform, PT to $625 from $580)\n\nSays guidance continues to be “vague,” highlights wide gap between Tesla’s “over 50% delivery growth in ‘22” target and consensus for more than 70% growth\n\nMorgan Stanley (Overweight, PT $900)\n\nSays annualized Ebitda approaching $13b, closing in on levels of GM and Ford, but notes revenue being just a fraction of those traditional automakers\nSays lowering dependency on Fremont plan is a further plus for margins\n\nWedbush (Outperform, PT to $1,100 from $1,000)\n\n“We also believe the scale and scope of Giga Austin will enable Tesla to further expand margins markedly over time and will alleviate the supply bottleneck”\nSees China representing 40%+ of global deliveries for Tesla in 2022\n\nPiper Sandler (Overweight, Street high PT $1,200)\n\nOn margins, says 3Q will probably represent “the high-water mark,” at least for the next few quarters\nCites stock underperformance to rally in run up to the results\n\nJPMorgan (Underweight, PT to $250 from $210)\n\nSays investors it chatted with were looking for an update on the ramp of production in Austin and Berlin\nStill believes current valuation of over $800b “challenging”\n\n\n\nRecall, we published a full report on Tesla's Q3 earnings here.\n\nFor the third quarter, Tesla posted:\n\nRevenue $13.76BN, missing the est $13.91B\nAdjusted EPS $1.86, beating the est 1.67c\nFree Cash Flow $1.328BN, missing the estimate of $1.38BN\nAutomotive gross margin 30.5%, beating the estimate of 28.4% and up Y/Y from 27.7%\n\nGAAP automotive gross margin 28.8%, beatingthe estimate of Exp. 26.4%\n\nCapEx $1.828BN, missing the estimate of $1.37BN\nCash and cash equivalents of $16.065BN, missing the estimate $16.88 billion\n\nTesla said it had its “best-ever” net income, while it actually lowered prices in the third quarter. “Our operating margin reached an all-time high as we continue to reduce cost at a higher rate than declines in ASP,” the company said.\nOf note, unlike previous quarter when virtually all the profit came from the sale of regulatory credits, in Q3 the situation normalized somewhat with just $279MM from regulatory credits, a 30% drop Y/Y and a fraction of the GAAP Net Income of $1.618BN.\nAmusingly, Tesla announced that in Q3 it suffered a Bitcoin-related impairment of $51M, which however we are confident has been fully reversed by now. Tesla's holdings of “digital assets” totaled $1.26 billion at the end of the quarter. That is down from $1.311 billion in the previous quarter, or $51 million, the amount it reported as a “Bitcoin-related impairment” and which will no appear as a benefit thanks to the surge in the price of bitcoin.\nThe company also reported what we already knew - that it produced and delivered some 240,000 vehicles, while \"reaching an operating margin of 14.6%, exceeding our medium-term guidance of “operating margin in low-teens.” The company proudly noted that \"this level of profitability was achieved while ASP decreased by 6% YoY in Q3 due to continued mix shift towards lower-priced vehicles.\" In Q3, Tesla's operating margin reached an all-time high \"as we continue to reduce cost at a higher rate than declines in ASP. \"\nLooking ahead, Tesla said that it plans to grow its manufacturing capacity as quickly as possible but the growth will be determined by supply chain shortages: \"Over a multi-year horizon, we expect to achieve 50% average annual growth in vehicle deliveries. The rate of growth will depend on our equipment capacity, operational efficiency and the capacity and stability of the supply chain.\"","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853010756,"gmtCreate":1634741132554,"gmtModify":1634741677857,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Pls like&nbsp;","listText":"Pls like&nbsp;","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853010756","repostId":"1172842207","repostType":4,"isVote":1,"tweetType":1,"viewCount":2387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826476572,"gmtCreate":1634050155140,"gmtModify":1634050155747,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826476572","repostId":"1177982171","repostType":4,"repost":{"id":"1177982171","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634047422,"share":"https://www.laohu8.com/m/news/1177982171?lang=zh_CN&edition=full","pubTime":"2021-10-12 22:03","market":"us","language":"en","title":"MGM Resorts surged more than 7% in morning trading<blockquote>米高梅度假村早盘飙升逾7%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177982171","media":"Tiger Newspress","summary":"MGM Resorts surged more than 7% in morning trading as MGM Resorts upgraded to outperform from neutra","content":"<p>MGM Resorts surged more than 7% in morning trading&nbsp;as&nbsp;MGM Resorts upgraded to outperform from neutral at Credit Suisse, price target $68.</p><p><blockquote>米高梅度假村早盘飙升逾7%，瑞信将米高梅度假村评级从中性上调至跑赢大盘，目标价68美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bef4b2b921b77dcccd44ac1945651d82\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> New casino operations and a healthy cash flow should help boost&nbsp;MGM Resorts&nbsp;in the year ahead, according to Credit Suisse.</p><p><blockquote>瑞士信贷表示，新的赌场业务和健康的现金流应该有助于推动米高梅度假村在未来一年的发展。</blockquote></p><p> Analyst Benjamin Chaiken upgraded the stock to outperform from neutral, saying Tuesday in a note to clients that the company deserves a second look from investors.</p><p><blockquote>分析师本杰明·柴肯(Benjamin Chaiken)周二在给客户的一份报告中表示，该公司值得投资者重新审视。</blockquote></p><p> Credit Suisse raised its price target for MGM to $68 per share from $33 per share. The new target is 53% above where the stock closed Monday.</p><p><blockquote>瑞信将米高梅的目标价从每股33美元上调至每股68美元。新目标较该股周一收盘价高出53%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MGM Resorts surged more than 7% in morning trading<blockquote>米高梅度假村早盘飙升逾7%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMGM Resorts surged more than 7% in morning trading<blockquote>米高梅度假村早盘飙升逾7%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-12 22:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>MGM Resorts surged more than 7% in morning trading&nbsp;as&nbsp;MGM Resorts upgraded to outperform from neutral at Credit Suisse, price target $68.</p><p><blockquote>米高梅度假村早盘飙升逾7%，瑞信将米高梅度假村评级从中性上调至跑赢大盘，目标价68美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bef4b2b921b77dcccd44ac1945651d82\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> New casino operations and a healthy cash flow should help boost&nbsp;MGM Resorts&nbsp;in the year ahead, according to Credit Suisse.</p><p><blockquote>瑞士信贷表示，新的赌场业务和健康的现金流应该有助于推动米高梅度假村在未来一年的发展。</blockquote></p><p> Analyst Benjamin Chaiken upgraded the stock to outperform from neutral, saying Tuesday in a note to clients that the company deserves a second look from investors.</p><p><blockquote>分析师本杰明·柴肯(Benjamin Chaiken)周二在给客户的一份报告中表示，该公司值得投资者重新审视。</blockquote></p><p> Credit Suisse raised its price target for MGM to $68 per share from $33 per share. The new target is 53% above where the stock closed Monday.</p><p><blockquote>瑞信将米高梅的目标价从每股33美元上调至每股68美元。新目标较该股周一收盘价高出53%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MGM":"美高梅"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177982171","content_text":"MGM Resorts surged more than 7% in morning trading as MGM Resorts upgraded to outperform from neutral at Credit Suisse, price target $68.\n\nNew casino operations and a healthy cash flow should help boost MGM Resorts in the year ahead, according to Credit Suisse.\nAnalyst Benjamin Chaiken upgraded the stock to outperform from neutral, saying Tuesday in a note to clients that the company deserves a second look from investors.\nCredit Suisse raised its price target for MGM to $68 per share from $33 per share. The new target is 53% above where the stock closed Monday.","news_type":1,"symbols_score_info":{"MGM":0.9}},"isVote":1,"tweetType":1,"viewCount":2375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821363306,"gmtCreate":1633699764112,"gmtModify":1633699764766,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Pls like n comments&nbsp;","listText":"Pls like n comments&nbsp;","text":"Pls like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/821363306","repostId":"2173926482","repostType":4,"isVote":1,"tweetType":1,"viewCount":2301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823647770,"gmtCreate":1633620920039,"gmtModify":1633620920683,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/823647770","repostId":"2173944807","repostType":4,"isVote":1,"tweetType":1,"viewCount":4468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820443574,"gmtCreate":1633423027752,"gmtModify":1633423028368,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Pls like n comments&nbsp;","listText":"Pls like n comments&nbsp;","text":"Pls like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820443574","repostId":"2173263994","repostType":4,"isVote":1,"tweetType":1,"viewCount":2404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867267121,"gmtCreate":1633273838499,"gmtModify":1633273839136,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Pls like n comments&nbsp;","listText":"Pls like n comments&nbsp;","text":"Pls like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867267121","repostId":"1181558340","repostType":4,"repost":{"id":"1181558340","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633270535,"share":"https://www.laohu8.com/m/news/1181558340?lang=zh_CN&edition=full","pubTime":"2021-10-03 22:15","market":"us","language":"en","title":"Here is Top 20 S&P 500 winners in the third-quarter<blockquote>以下是第三季度标普500前20名获奖者</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181558340","media":"Tiger Newspress","summary":"The S&P 500 suffered worst month In September, but it still eked out a 0.2% gain for the third quart","content":"<p>The S&amp;P 500 suffered worst month In September, but it still eked out a 0.2% gain for the third quarter.</p><p><blockquote>标普500在9月份遭受了最糟糕的月份，但第三季度仍勉强上涨了0.2%。</blockquote></p><p> Lots&nbsp;of&nbsp;stocks’ gains for the year were offset by the September slump.But&nbsp;there&nbsp;are&nbsp;some&nbsp;stocks helped keep the market afloat .</p><p><blockquote>许多股票今年的涨幅被9月份的暴跌所抵消。但也有一些股票帮助市场保持了稳定。</blockquote></p><p> CNBC ranked the top performers in S&amp;P&nbsp;500 index for the&nbsp;third quarter using data from FactSet. The top 20 are dominated by lesser-known names in health care, technology and financials. Energy, the only sector to finish higher in September, made a small appearance.</p><p><blockquote>CNBC使用FactSet的数据对第三季度标准普尔500指数中表现最好的公司进行了排名。前20名由医疗保健、科技和金融领域鲜为人知的公司主导。能源是9月份唯一收高的板块，小幅亮相。</blockquote></p><p> Here are the biggest third-quarter winners in the S&amp;P 500:<img src=\"https://static.tigerbbs.com/dd6449e408f045d2210f515fa5677ab3\" tg-width=\"1048\" tg-height=\"1564\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> generated the highest return in the S&amp;P for the third quarter, about 60%, as Covid-19 vaccines continued being rolled out to more people and talk of a Covid booster shot evolved. The vaccine maker’s stock popped after it announced it would test a combined Covid and flu vaccine.</p><p><blockquote>以下是标普500第三季度最大的赢家：<a href=\"https://laohu8.com/S/MRNA\">莫德纳公司。</a>随着Covid-19疫苗继续向更多人推广以及有关Covid加强注射的讨论不断发展，第三季度S&amp;P的回报率最高，约为60%。这家疫苗制造商宣布将测试新冠和流感联合疫苗后，其股价飙升。</blockquote></p><p> Also,&nbsp;Moderna is higher by a whopping 268% for the year.</p><p><blockquote>此外，Moderna今年的股价也上涨了268%。</blockquote></p><p> <a href=\"https://laohu8.com/S/PAYC\">Paycom Software, Inc.</a>&nbsp;is only up about 8% for the year. Still, the payroll services company generated the second-largest returns for the quarter, about 36%, as people began reentering the workforce. Government stimulus targeted at mid-market and small businesses helped the firm as well, according to Oppenheimer’s Brian Schwartz.</p><p><blockquote><a href=\"https://laohu8.com/S/PAYC\">Paycom软件公司。</a>今年仅增长了约8%。尽管如此，随着人们开始重新进入劳动力市场，这家薪资服务公司本季度的回报率仍位居第二，约为36%。奥本海默的布莱恩·施瓦茨表示，政府针对中端市场和小型企业的刺激措施也帮助了该公司。</blockquote></p><p> <a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a> a high-performance analog semiconductor company, was up 29% for the quarter and about 32% for the year.</p><p><blockquote><a href=\"https://laohu8.com/S/MPWR\">单片电源系统</a>一家高性能模拟半导体公司，本季度增长29%，全年增长约32%。</blockquote></p><p> Quanta Services, a contracting services company, gained about 25% for the quarter. Stifel recently said the stock saw an impact from both lower oil prices and Covid-related shelter in place orders and that it anticipates some recovery in the market in the second half of the year.</p><p><blockquote>承包服务公司Quanta Services本季度股价上涨约25%。Stifel最近表示，该股受到油价下跌和与新冠疫情相关的避难所订单的影响，预计下半年市场将有所复苏。</blockquote></p><p> Oil prices dipped in the middle of the quarter but have been rallying since. While many of the top performers for the third quarter had a down month in September or eked out small gains, Quanta is up more than 11% for the month.</p><p><blockquote>油价在本季度中期下跌，但此后一直在上涨。尽管许多第三季度表现最好的公司在9月份出现了下滑或小幅上涨，但广达当月上涨了11%以上。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here is Top 20 S&P 500 winners in the third-quarter<blockquote>以下是第三季度标普500前20名获奖者</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere is Top 20 S&P 500 winners in the third-quarter<blockquote>以下是第三季度标普500前20名获奖者</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-03 22:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The S&amp;P 500 suffered worst month In September, but it still eked out a 0.2% gain for the third quarter.</p><p><blockquote>标普500在9月份遭受了最糟糕的月份，但第三季度仍勉强上涨了0.2%。</blockquote></p><p> Lots&nbsp;of&nbsp;stocks’ gains for the year were offset by the September slump.But&nbsp;there&nbsp;are&nbsp;some&nbsp;stocks helped keep the market afloat .</p><p><blockquote>许多股票今年的涨幅被9月份的暴跌所抵消。但也有一些股票帮助市场保持了稳定。</blockquote></p><p> CNBC ranked the top performers in S&amp;P&nbsp;500 index for the&nbsp;third quarter using data from FactSet. The top 20 are dominated by lesser-known names in health care, technology and financials. Energy, the only sector to finish higher in September, made a small appearance.</p><p><blockquote>CNBC使用FactSet的数据对第三季度标准普尔500指数中表现最好的公司进行了排名。前20名由医疗保健、科技和金融领域鲜为人知的公司主导。能源是9月份唯一收高的板块，小幅亮相。</blockquote></p><p> Here are the biggest third-quarter winners in the S&amp;P 500:<img src=\"https://static.tigerbbs.com/dd6449e408f045d2210f515fa5677ab3\" tg-width=\"1048\" tg-height=\"1564\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> generated the highest return in the S&amp;P for the third quarter, about 60%, as Covid-19 vaccines continued being rolled out to more people and talk of a Covid booster shot evolved. The vaccine maker’s stock popped after it announced it would test a combined Covid and flu vaccine.</p><p><blockquote>以下是标普500第三季度最大的赢家：<a href=\"https://laohu8.com/S/MRNA\">莫德纳公司。</a>随着Covid-19疫苗继续向更多人推广以及有关Covid加强注射的讨论不断发展，第三季度S&amp;P的回报率最高，约为60%。这家疫苗制造商宣布将测试新冠和流感联合疫苗后，其股价飙升。</blockquote></p><p> Also,&nbsp;Moderna is higher by a whopping 268% for the year.</p><p><blockquote>此外，Moderna今年的股价也上涨了268%。</blockquote></p><p> <a href=\"https://laohu8.com/S/PAYC\">Paycom Software, Inc.</a>&nbsp;is only up about 8% for the year. Still, the payroll services company generated the second-largest returns for the quarter, about 36%, as people began reentering the workforce. Government stimulus targeted at mid-market and small businesses helped the firm as well, according to Oppenheimer’s Brian Schwartz.</p><p><blockquote><a href=\"https://laohu8.com/S/PAYC\">Paycom软件公司。</a>今年仅增长了约8%。尽管如此，随着人们开始重新进入劳动力市场，这家薪资服务公司本季度的回报率仍位居第二，约为36%。奥本海默的布莱恩·施瓦茨表示，政府针对中端市场和小型企业的刺激措施也帮助了该公司。</blockquote></p><p> <a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a> a high-performance analog semiconductor company, was up 29% for the quarter and about 32% for the year.</p><p><blockquote><a href=\"https://laohu8.com/S/MPWR\">单片电源系统</a>一家高性能模拟半导体公司，本季度增长29%，全年增长约32%。</blockquote></p><p> Quanta Services, a contracting services company, gained about 25% for the quarter. Stifel recently said the stock saw an impact from both lower oil prices and Covid-related shelter in place orders and that it anticipates some recovery in the market in the second half of the year.</p><p><blockquote>承包服务公司Quanta Services本季度股价上涨约25%。Stifel最近表示，该股受到油价下跌和与新冠疫情相关的避难所订单的影响，预计下半年市场将有所复苏。</blockquote></p><p> Oil prices dipped in the middle of the quarter but have been rallying since. While many of the top performers for the third quarter had a down month in September or eked out small gains, Quanta is up more than 11% for the month.</p><p><blockquote>油价在本季度中期下跌，但此后一直在上涨。尽管许多第三季度表现最好的公司在9月份出现了下滑或小幅上涨，但广达当月上涨了11%以上。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PWR":"广达公司","PAYC":"Paycom Software, Inc.","MPWR":"Monolithic Power Systems","MRNA":"Moderna, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181558340","content_text":"The S&P 500 suffered worst month In September, but it still eked out a 0.2% gain for the third quarter.\nLots of stocks’ gains for the year were offset by the September slump.But there are some stocks helped keep the market afloat .\nCNBC ranked the top performers in S&P 500 index for the third quarter using data from FactSet. The top 20 are dominated by lesser-known names in health care, technology and financials. Energy, the only sector to finish higher in September, made a small appearance.\nHere are the biggest third-quarter winners in the S&P 500:Moderna, Inc. generated the highest return in the S&P for the third quarter, about 60%, as Covid-19 vaccines continued being rolled out to more people and talk of a Covid booster shot evolved. The vaccine maker’s stock popped after it announced it would test a combined Covid and flu vaccine.\nAlso, Moderna is higher by a whopping 268% for the year.\nPaycom Software, Inc. is only up about 8% for the year. Still, the payroll services company generated the second-largest returns for the quarter, about 36%, as people began reentering the workforce. Government stimulus targeted at mid-market and small businesses helped the firm as well, according to Oppenheimer’s Brian Schwartz.\nMonolithic Power Systems a high-performance analog semiconductor company, was up 29% for the quarter and about 32% for the year.\nQuanta Services, a contracting services company, gained about 25% for the quarter. Stifel recently said the stock saw an impact from both lower oil prices and Covid-related shelter in place orders and that it anticipates some recovery in the market in the second half of the year.\nOil prices dipped in the middle of the quarter but have been rallying since. While many of the top performers for the third quarter had a down month in September or eked out small gains, Quanta is up more than 11% for the month.","news_type":1,"symbols_score_info":{"PWR":0.9,"MRNA":0.9,"PAYC":0.9,"MPWR":0.9}},"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864746961,"gmtCreate":1633154767341,"gmtModify":1633154767966,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Hi pls like n comments&nbsp;","listText":"Hi pls like n comments&nbsp;","text":"Hi pls like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/864746961","repostId":"2172618769","repostType":4,"isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864291420,"gmtCreate":1633102397892,"gmtModify":1633102398449,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Great to hear that a new drug can cure covid! 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not?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/868761747","repostId":"2170648199","repostType":4,"isVote":1,"tweetType":1,"viewCount":1031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868603375,"gmtCreate":1632634323897,"gmtModify":1632648022605,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Sell AMC?","listText":"Sell AMC?","text":"Sell AMC?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/868603375","repostId":"2170146216","repostType":4,"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861443262,"gmtCreate":1632534164156,"gmtModify":1632710271821,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Pls like n comments&nbsp;","listText":"Pls like n comments&nbsp;","text":"Pls like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/861443262","repostId":"2170619785","repostType":4,"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861263346,"gmtCreate":1632498510585,"gmtModify":1632715413829,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Pls like n comments&nbsp;","listText":"Pls like n comments&nbsp;","text":"Pls like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/861263346","repostId":"2169153886","repostType":4,"repost":{"id":"2169153886","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1632494459,"share":"https://www.laohu8.com/m/news/2169153886?lang=zh_CN&edition=full","pubTime":"2021-09-24 22:40","market":"us","language":"en","title":"Friday's Market Minute: Takeaways From Another Volatile Earnings Season<blockquote>周五市场纪要：另一个波动的财报季的要点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2169153886","media":"Benzinga","summary":"For many, Nike’s (NYSE: NKE) quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third-quarter reports, the second quarter was one worth noting.","content":"<p>  <b>Each quarter’s reports have brought on their own set of hills and valleys. Here is the Summary...</b>  For many, <b>Nike’s </b>(NYSE:NKE) quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third-quarter reports, the second quarter was <a href=\"https://laohu8.com/S/AONE.U\">one</a> worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys.</p><p><blockquote><b>每个季度的报告都带来了自己的丘陵和山谷。这是总结...</b>对许多人来说，<b>耐克的</b>（纽约证券交易所代码：NKE）季度报告意味着财报季的非正式结束。虽然距离银行财报发布仅几周时间，标志着第三季度报告的开始，但第二季度<a href=\"https://laohu8.com/S/AONE.U\">一</a>值得注意。自从大约一年半前疫情让大盘陷入混乱以来，每个季度的报告都带来了自己的起伏。</blockquote></p><p> The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well above year-ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.</p><p><blockquote>该期间的平均盈利增长率超过93%，是自2009年第四季度以来的最高纪录。从2021年第一季度到2021年第二季度的盈利环比平均增长超过6%，远高于去年同期水平（尽管与去年的经济背景相比相对容易）。收入也大幅增长，与过去九个季度相比，增幅最大。</blockquote></p><p> Plus, not only was there a record amount of companies beating earnings estimates, but these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. The earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.</p><p><blockquote>此外，不仅有创纪录数量的公司超出了盈利预期，而且与历史水平相比，这些公司超出预期的幅度也要高得多。超过87%的公司在第二季度获胜，并列历史上最高的获胜百分比。2021年第一季度、2020年第四季度、2020年第三季度和2020年第二季度的盈利超出预期分别为87%、79%、84%和82%，显示了过去五个季度的真实实力。就历史背景而言，自1994年以来的平均节拍率约为66%。</blockquote></p><p> Within the heavily traded and scrutinized FAANG stocks, <b>Amazon </b>(NASDAQ:AMZN) was the only company that reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on the top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.</p><p><blockquote>在交易量大且受到密切关注的FAANG股票中，<b>亚马逊</b>（纳斯达克：AMZN）是唯一一家报告收入令华尔街失望的公司。这也是这家电子商务巨头自2018年第三季度以来的首次失误，该股在失误后出现了大量抛售（-7.5%）。耐克在报告盈利增长但营收未达预期后也面临一些压力。这家运动服装零售商强调了整个季度一直被提及的一个主要主题：供应链中断。耐克管理层表示，如果不是因为供应链问题，其第一财季销售额将高于报告。</blockquote></p><p> While it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.</p><p><blockquote>虽然尚不清楚如何衡量这种逆风何时会得到解决，但随着世界上几个地区继续处于产能减少或封锁状态，这种压力将延续到下个季度。</blockquote></p><p> For many, Nike’s quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third quarter reports, the second quarter was one worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys. The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well-above year ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.</p><p><blockquote>对于许多人来说，耐克的季度报告意味着财报季的非正式结束。虽然距离银行盈利只有几周时间，标志着第三季度报告的开始，但第二季度值得注意。自从大约一年半前疫情让大盘陷入混乱以来，每个季度的报告都带来了自己的起伏。该期间的平均盈利增长率超过93%，是自2009年第四季度以来的最高纪录。从2021年第一季度到2021年第二季度的盈利环比平均增长超过6%，远高于去年的水平（尽管与去年的经济背景相比相对容易）。收入也大幅增长，与过去九个季度相比，增幅最大。</blockquote></p><p> Plus, not only was there a record amount of companies beating earnings estimates, these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. Earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.</p><p><blockquote>此外，不仅有创纪录数量的公司超出了盈利预期，而且与历史水平相比，这些公司超出预期的利润率也高得多。超过87%的公司在第二季度获胜，并列历史上最高的获胜百分比。2021年第一季度、2020年第四季度、2020年第三季度和2020年第二季度的盈利超出预期分别为87%、79%、84%和82%，显示了过去五个季度的真实实力。就历史背景而言，自1994年以来的平均节拍率约为66%。</blockquote></p><p> Within the heavily traded and scrutinized FAAMG stocks, Amazon was the only company who reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.</p><p><blockquote>在交易量大、受到密切关注的FAAMG股票中，亚马逊是唯一一家营收令华尔街失望的公司。这也是这家电子商务巨头自2018年第三季度以来的首次失误，该股在失误后出现了大量抛售（-7.5%）。耐克在报告盈利增长但营收未达预期后也面临一些压力。这家运动服装零售商强调了整个季度一直被提及的一个主要主题：供应链中断。耐克管理层表示，如果不是因为供应链问题，其第一财季销售额将高于报告。</blockquote></p><p> While it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.</p><p><blockquote>虽然尚不清楚如何衡量这种逆风何时会得到解决，但随着世界上几个地区继续处于产能减少或封锁状态，这种压力将延续到下个季度。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Friday's Market Minute: Takeaways From Another Volatile Earnings Season<blockquote>周五市场纪要：另一个波动的财报季的要点</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFriday's Market Minute: Takeaways From Another Volatile Earnings Season<blockquote>周五市场纪要：另一个波动的财报季的要点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-09-24 22:40</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>  <b>Each quarter’s reports have brought on their own set of hills and valleys. Here is the Summary...</b>  For many, <b>Nike’s </b>(NYSE:NKE) quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third-quarter reports, the second quarter was <a href=\"https://laohu8.com/S/AONE.U\">one</a> worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys.</p><p><blockquote><b>每个季度的报告都带来了自己的丘陵和山谷。这是总结...</b>对许多人来说，<b>耐克的</b>（纽约证券交易所代码：NKE）季度报告意味着财报季的非正式结束。虽然距离银行财报发布仅几周时间，标志着第三季度报告的开始，但第二季度<a href=\"https://laohu8.com/S/AONE.U\">一</a>值得注意。自从大约一年半前疫情让大盘陷入混乱以来，每个季度的报告都带来了自己的起伏。</blockquote></p><p> The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well above year-ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.</p><p><blockquote>该期间的平均盈利增长率超过93%，是自2009年第四季度以来的最高纪录。从2021年第一季度到2021年第二季度的盈利环比平均增长超过6%，远高于去年同期水平（尽管与去年的经济背景相比相对容易）。收入也大幅增长，与过去九个季度相比，增幅最大。</blockquote></p><p> Plus, not only was there a record amount of companies beating earnings estimates, but these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. The earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.</p><p><blockquote>此外，不仅有创纪录数量的公司超出了盈利预期，而且与历史水平相比，这些公司超出预期的幅度也要高得多。超过87%的公司在第二季度获胜，并列历史上最高的获胜百分比。2021年第一季度、2020年第四季度、2020年第三季度和2020年第二季度的盈利超出预期分别为87%、79%、84%和82%，显示了过去五个季度的真实实力。就历史背景而言，自1994年以来的平均节拍率约为66%。</blockquote></p><p> Within the heavily traded and scrutinized FAANG stocks, <b>Amazon </b>(NASDAQ:AMZN) was the only company that reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on the top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.</p><p><blockquote>在交易量大且受到密切关注的FAANG股票中，<b>亚马逊</b>（纳斯达克：AMZN）是唯一一家报告收入令华尔街失望的公司。这也是这家电子商务巨头自2018年第三季度以来的首次失误，该股在失误后出现了大量抛售（-7.5%）。耐克在报告盈利增长但营收未达预期后也面临一些压力。这家运动服装零售商强调了整个季度一直被提及的一个主要主题：供应链中断。耐克管理层表示，如果不是因为供应链问题，其第一财季销售额将高于报告。</blockquote></p><p> While it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.</p><p><blockquote>虽然尚不清楚如何衡量这种逆风何时会得到解决，但随着世界上几个地区继续处于产能减少或封锁状态，这种压力将延续到下个季度。</blockquote></p><p> For many, Nike’s quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third quarter reports, the second quarter was one worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys. The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well-above year ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.</p><p><blockquote>对于许多人来说，耐克的季度报告意味着财报季的非正式结束。虽然距离银行盈利只有几周时间，标志着第三季度报告的开始，但第二季度值得注意。自从大约一年半前疫情让大盘陷入混乱以来，每个季度的报告都带来了自己的起伏。该期间的平均盈利增长率超过93%，是自2009年第四季度以来的最高纪录。从2021年第一季度到2021年第二季度的盈利环比平均增长超过6%，远高于去年的水平（尽管与去年的经济背景相比相对容易）。收入也大幅增长，与过去九个季度相比，增幅最大。</blockquote></p><p> Plus, not only was there a record amount of companies beating earnings estimates, these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. Earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.</p><p><blockquote>此外，不仅有创纪录数量的公司超出了盈利预期，而且与历史水平相比，这些公司超出预期的利润率也高得多。超过87%的公司在第二季度获胜，并列历史上最高的获胜百分比。2021年第一季度、2020年第四季度、2020年第三季度和2020年第二季度的盈利超出预期分别为87%、79%、84%和82%，显示了过去五个季度的真实实力。就历史背景而言，自1994年以来的平均节拍率约为66%。</blockquote></p><p> Within the heavily traded and scrutinized FAAMG stocks, Amazon was the only company who reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.</p><p><blockquote>在交易量大、受到密切关注的FAAMG股票中，亚马逊是唯一一家营收令华尔街失望的公司。这也是这家电子商务巨头自2018年第三季度以来的首次失误，该股在失误后出现了大量抛售（-7.5%）。耐克在报告盈利增长但营收未达预期后也面临一些压力。这家运动服装零售商强调了整个季度一直被提及的一个主要主题：供应链中断。耐克管理层表示，如果不是因为供应链问题，其第一财季销售额将高于报告。</blockquote></p><p> While it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.</p><p><blockquote>虽然尚不清楚如何衡量这种逆风何时会得到解决，但随着世界上几个地区继续处于产能减少或封锁状态，这种压力将延续到下个季度。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","NKE":"耐克"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2169153886","content_text":"Each quarter’s reports have brought on their own set of hills and valleys. Here is the Summary...\n\nFor many, Nike’s (NYSE:NKE) quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third-quarter reports, the second quarter was one worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys.\nThe average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well above year-ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.\nPlus, not only was there a record amount of companies beating earnings estimates, but these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. The earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.\nWithin the heavily traded and scrutinized FAANG stocks, Amazon (NASDAQ:AMZN) was the only company that reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on the top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.\nWhile it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.\nFor many, Nike’s quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third quarter reports, the second quarter was one worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys. The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well-above year ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.\nPlus, not only was there a record amount of companies beating earnings estimates, these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. Earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.\nWithin the heavily traded and scrutinized FAAMG stocks, Amazon was the only company who reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.\nWhile it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.","news_type":1,"symbols_score_info":{"NKE":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":807393428,"gmtCreate":1627999454664,"gmtModify":1633754514688,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":":-( Pls like n comments&nbsp;","listText":":-( Pls like n comments&nbsp;","text":":-( Pls like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/807393428","repostId":"1148147660","repostType":4,"repost":{"id":"1148147660","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627999192,"share":"https://www.laohu8.com/m/news/1148147660?lang=zh_CN&edition=full","pubTime":"2021-08-03 21:59","market":"us","language":"en","title":"Most of Chinese stocks were down in morning trading<blockquote>大多数中国股市早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148147660","media":"Tiger Newspress","summary":"(Aug&nbsp;3)&nbsp;Most of Chinese stocks were down in morning trading.","content":"<p>(Aug&nbsp;3)&nbsp;Most of Chinese stocks were down in morning trading.</p><p><blockquote>（8月3日）大多数中国股市在早盘交易中下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/74bb304d0b14c1b9c4528cfe12a67cb4\" tg-width=\"382\" tg-height=\"846\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Most of Chinese stocks were down in morning trading<blockquote>大多数中国股市早盘下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMost of Chinese stocks were down in morning trading<blockquote>大多数中国股市早盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-03 21:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Aug&nbsp;3)&nbsp;Most of Chinese stocks were down in morning trading.</p><p><blockquote>（8月3日）大多数中国股市在早盘交易中下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/74bb304d0b14c1b9c4528cfe12a67cb4\" tg-width=\"382\" tg-height=\"846\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148147660","content_text":"(Aug 3) Most of Chinese stocks were down in morning trading.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896819381,"gmtCreate":1628567638543,"gmtModify":1633746083017,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Everyone go to EV!","listText":"Everyone go to EV!","text":"Everyone go to EV!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/896819381","repostId":"1101485378","repostType":4,"repost":{"id":"1101485378","kind":"news","pubTimestamp":1628567272,"share":"https://www.laohu8.com/m/news/1101485378?lang=zh_CN&edition=full","pubTime":"2021-08-10 11:47","market":"us","language":"en","title":"Apple reportedly talking to Korean manufacturers for Apple Car<blockquote>据报道苹果正在与韩国制造商洽谈苹果汽车</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1101485378","media":"Seeking Alpha","summary":"$Apple$ has reportedly met with Korean electric vehicle companies SK Innovation, LG Electronics and $Magna$ to serve as suppliers for the Apple Car.\"Without partnerships with Korean vendors, Apple won't be able to complete its EV business plan. As far as I know, Apple has talked with LG, SK and Hanwha, but the talks are still in the early stages,\" an industry source tells The Korea Times.The source says Apple  has held \"advanced meetings with EV battery maker SK Innovation. The company has also ","content":"<p><ul>  <li><a href=\"https://laohu8.com/S/AAPL\">Apple</a> has reportedly met with Korean electric vehicle companies SK Innovation, LG Electronics and <a href=\"https://laohu8.com/S/MGA\">Magna</a> to serve as suppliers for the Apple Car.</li>  <li>\"Without partnerships with Korean vendors, Apple won't be able to complete its EV business plan. As far as I know, Apple has talked with LG, SK and Hanwha, but the talks are still in the early stages,\" an industry source&nbsp;tells&nbsp;<i>The Korea Times</i>.</li>  <li>The source says Apple (AAPL) has held \"advanced meetings with EV battery maker SK Innovation. The company has also met with LG and Magna, which have a joint venture called LG Magna e-Powertrain that manufactures e-motors, inverters, on-board chargers and e-drive systems.</li>  <li>Rumors that Apple (AAPL) would team with LG Magna e-Powertrain&nbsp;first surfaced earlier this year.</li>  <li>Previously, the company was said to favor Hyundai-Kia as a manufacturing partner&nbsp;but the company later denied the reports.</li> </ul></p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/AAPL\">苹果</a>据报道，已与韩国电动汽车公司SK Innovation、LG电子和<a href=\"https://laohu8.com/S/MGA\">麦格纳</a>作为苹果汽车的供应商。</li><li>“如果没有与韩国供应商的合作伙伴关系，苹果将无法完成其电动汽车业务计划。据我所知，苹果已经与LG、SK和韩华进行了谈判，但谈判仍处于早期阶段，”一位业内人士表示<i>韩国时报</i>.</li><li>消息人士称，苹果(AAPL)已与电动汽车电池制造商SK Innovation举行了“高级会议”。该公司还会见了LG和麦格纳，这两家公司拥有一家名为LG Magna e-Powertrain的合资企业，生产电动机、逆变器、车载充电器和电子驱动系统。</li><li>有关苹果(AAPL)将与LG Magna e-Powertrain合作的传言于今年早些时候首次浮出水面。</li><li>此前，据称该公司倾向于现代起亚作为制造合作伙伴，但该公司后来否认了这些报道。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple reportedly talking to Korean manufacturers for Apple Car<blockquote>据报道苹果正在与韩国制造商洽谈苹果汽车</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple reportedly talking to Korean manufacturers for Apple Car<blockquote>据报道苹果正在与韩国制造商洽谈苹果汽车</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-08-10 11:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li><a href=\"https://laohu8.com/S/AAPL\">Apple</a> has reportedly met with Korean electric vehicle companies SK Innovation, LG Electronics and <a href=\"https://laohu8.com/S/MGA\">Magna</a> to serve as suppliers for the Apple Car.</li>  <li>\"Without partnerships with Korean vendors, Apple won't be able to complete its EV business plan. As far as I know, Apple has talked with LG, SK and Hanwha, but the talks are still in the early stages,\" an industry source&nbsp;tells&nbsp;<i>The Korea Times</i>.</li>  <li>The source says Apple (AAPL) has held \"advanced meetings with EV battery maker SK Innovation. The company has also met with LG and Magna, which have a joint venture called LG Magna e-Powertrain that manufactures e-motors, inverters, on-board chargers and e-drive systems.</li>  <li>Rumors that Apple (AAPL) would team with LG Magna e-Powertrain&nbsp;first surfaced earlier this year.</li>  <li>Previously, the company was said to favor Hyundai-Kia as a manufacturing partner&nbsp;but the company later denied the reports.</li> </ul></p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/AAPL\">苹果</a>据报道，已与韩国电动汽车公司SK Innovation、LG电子和<a href=\"https://laohu8.com/S/MGA\">麦格纳</a>作为苹果汽车的供应商。</li><li>“如果没有与韩国供应商的合作伙伴关系，苹果将无法完成其电动汽车业务计划。据我所知，苹果已经与LG、SK和韩华进行了谈判，但谈判仍处于早期阶段，”一位业内人士表示<i>韩国时报</i>.</li><li>消息人士称，苹果(AAPL)已与电动汽车电池制造商SK Innovation举行了“高级会议”。该公司还会见了LG和麦格纳，这两家公司拥有一家名为LG Magna e-Powertrain的合资企业，生产电动机、逆变器、车载充电器和电子驱动系统。</li><li>有关苹果(AAPL)将与LG Magna e-Powertrain合作的传言于今年早些时候首次浮出水面。</li><li>此前，据称该公司倾向于现代起亚作为制造合作伙伴，但该公司后来否认了这些报道。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3727547-apple-reportedly-talking-to-korean-manufacturers-for-apple-car\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3727547-apple-reportedly-talking-to-korean-manufacturers-for-apple-car","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101485378","content_text":"Apple has reportedly met with Korean electric vehicle companies SK Innovation, LG Electronics and Magna to serve as suppliers for the Apple Car.\n\"Without partnerships with Korean vendors, Apple won't be able to complete its EV business plan. As far as I know, Apple has talked with LG, SK and Hanwha, but the talks are still in the early stages,\" an industry source tells The Korea Times.\nThe source says Apple (AAPL) has held \"advanced meetings with EV battery maker SK Innovation. The company has also met with LG and Magna, which have a joint venture called LG Magna e-Powertrain that manufactures e-motors, inverters, on-board chargers and e-drive systems.\nRumors that Apple (AAPL) would team with LG Magna e-Powertrain first surfaced earlier this year.\nPreviously, the company was said to favor Hyundai-Kia as a manufacturing partner but the company later denied the reports.","news_type":1,"symbols_score_info":{"LGEPF":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114011800,"gmtCreate":1623035267100,"gmtModify":1634096004380,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Good move. Pls like n comments&nbsp;","listText":"Good move. Pls like n comments&nbsp;","text":"Good move. Pls like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/114011800","repostId":"1163884105","repostType":4,"repost":{"id":"1163884105","kind":"news","pubTimestamp":1623035039,"share":"https://www.laohu8.com/m/news/1163884105?lang=zh_CN&edition=full","pubTime":"2021-06-07 11:03","market":"us","language":"en","title":"A year after slashing staff, airlines are getting ready for a hiring binge<blockquote>裁员一年后，航空公司正在为招聘热潮做好准备</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163884105","media":"cnn","summary":"New York (CNN Business)The latest sign of air travel returning to normal is the two words being repe","content":"<p>New York (CNN Business)The latest sign of air travel returning to normal is the two words being repeated at most of the nation's major airlines: Help wanted.</p><p><blockquote>纽约（CNN Business）航空旅行恢复正常的最新迹象是美国大多数主要航空公司重复的两个词：寻求帮助。</blockquote></p><p>The three largest US carriers — American (AAL), United (UAL) and Delta (DAL) — have announced they are currently hiring or will do so before the end of the year. Southwest (LUV), which cut less of its staff during the pandemic than its three larger rivals, said it is preparing its own hiring process as well.</p><p><blockquote>美国三大航空公司——美国航空公司（AAL）、联合航空公司（UAL）和达美航空公司（DAL）——已经宣布他们目前正在招聘或将在年底前招聘。西南航空(LUV)在疫情期间裁员人数少于三大竞争对手，该公司表示也在准备自己的招聘流程。</blockquote></p><p>\"I think the current carriers are eager to get as many flights back in the air as possible,\" said Sara Nelson, president of the Association of Flight Attendants, one of the major airline unions. The labor group expects the number of flight attendants on the job to rise from 80,000 today to 100,000 within two years. \"At the beginning of 2020, all [of the airlines] said they'd be hiring thousands,\" Nelson said. \"Really what we're doing is catching back up where we're supposed to be.\"</p><p><blockquote>“我认为目前的航空公司渴望让尽可能多的航班恢复空中，”主要航空公司工会之一空乘人员协会主席萨拉·纳尔逊说。劳工组织预计，在职空乘人数将在两年内从现在的8万人上升到10万人。“2020年初，所有[航空公司]都表示将招聘数千名员工，”尼尔森说。“实际上，我们正在做的是赶上我们应该在的地方。”</blockquote></p><p>The hiring initiatives come sooner than many expected.</p><p><blockquote>招聘计划来得比许多人预期的要早。</blockquote></p><p>\"I would say it's somewhat surprising that they're talking about it now, but it's certainly an indication of the confidence there will be a substantial recovery by the year's end,\" said Philip Baggaley, chief credit analyst for airlines at Standard &amp; Poor's.</p><p><blockquote>标准普尔航空公司首席信贷分析师菲利普·巴格利(Philip Baggaley)表示：“我想说，他们现在谈论这个问题有点令人惊讶，但这肯定表明人们对年底前经济将出现大幅复苏充满信心。”。</blockquote></p><p>Leisure travel on the rise</p><p><blockquote>休闲旅游兴起</blockquote></p><p>Air traffic is still not back to pre-pandemic levels — business travel is still a fraction of what it was, as is international travel. It is expected to take years for those lucrative sectors to return to normal. But leisure traffic and bookings are already approaching pre-Covid levels, lifting fares and increasing the immediate need for staff.</p><p><blockquote>空中交通仍未恢复到大流行前的水平——商务旅行和国际旅行仍只是以前的一小部分。预计这些利润丰厚的行业需要数年时间才能恢复正常。但休闲交通和预订量已经接近新冠疫情爆发前的水平，提高了票价，增加了对员工的迫切需求。</blockquote></p><p>US airline employment was at a post-9/11 high just before the pandemic hit, with 757,000 workers — both full and part-time — in February 2020, according to the Bureau of Transportation Statistics. That was the equivalent of nearly 500,000 full-time employees.</p><p><blockquote>根据美国运输统计局（Bureau of Transportation Statistics）的数据，就在疫情袭击之前，美国航空公司的就业率处于9/11后的最高水平，2020年2月有757,000名全职和兼职员工。这相当于近50万名全职员工。</blockquote></p><p>The nation's 11 publicly traded airlines reported they cut 18% of jobs during the course of 2020, through buyouts, early retirement packages, and employees who took voluntary unpaid leaves but kept benefits and, in some cases, part of their pay. Those on voluntary leaves with benefits were counted as part-time workers in the government's employment figures.</p><p><blockquote>美国11家上市航空公司报告称，他们在2020年期间通过买断、提前退休计划以及自愿无薪休假但保留福利的员工以及在某些情况下保留部分工资，裁员18%。在政府的就业数字中，那些自愿休假并享受福利的人被算作兼职工人。</blockquote></p><p>The low point in employment came in October, when a government prohibition on airlines making involuntary layoffs, a provision in the first round of federal financial support, came to an end. But many of those laid-off workers came back when a second round of federal help was passed in December, and a third round has helped keep them on payrolls.</p><p><blockquote>就业的低点出现在10月份，当时政府禁止航空公司非自愿裁员（第一轮联邦财政支持中的一项条款）结束了。但当12月第二轮联邦援助通过时，许多下岗工人又回来了，第三轮帮助他们保住了工资。</blockquote></p><p>More importantly, as vaccination rates rose and travelers started returning to the skies, the airlines began calling back workers who had been on voluntary leave. The total number of part-time and full-time employees had risen 6% through March, according to the BTS, and is expected to climb higher through the rest of this year, although the airlines have not given hard targets for how many workers they plan to hire back.</p><p><blockquote>更重要的是，随着疫苗接种率的上升和旅行者开始重返天空，航空公司开始召回自愿休假的员工。根据BTS的数据，截至3月份，兼职和全职员工总数增长了6%，预计今年剩余时间还会攀升，尽管航空公司没有给出多少员工的硬性目标他们计划重新雇用。</blockquote></p><p>\"We're going to have needs throughout the network,\" said Rober Isom, president of American Airlines.</p><p><blockquote>“我们将满足整个网络的需求，”美国航空总裁罗伯·伊索姆(Rober Isom)表示。</blockquote></p><p>The carriers are going to try to get by with fewer employees in some positions, including reduced staffing at airport gates and permanent cuts to the number of managers. United said it expects to save $300 million a year in management compensation alone.</p><p><blockquote>航空公司将努力减少某些职位的员工数量，包括减少机场登机口的人员配备和永久削减管理人员的数量。美联航表示，预计仅管理层薪酬一项每年就能节省3亿美元。</blockquote></p><p>Unlike some low-paying industries, such as retail and hospitality, Nelson said she doesn't believe the airlines will have trouble attracting workers. Flight attendant jobs pay an average annual salary of $50,000 to $60,000 at the major airlines, she said. Pilots at those airlines earn more than twice that amount. But there will be a need for more pilots and flight attendants to fill positions left vacant through early retirement packages accepted in 2020.</p><p><blockquote>与零售和酒店业等一些低薪行业不同，尼尔森表示，她认为航空公司在吸引工人方面不会遇到困难。她说，在主要航空公司，空乘工作的平均年薪为5万至6万美元。这些航空公司的飞行员收入是这个数字的两倍多。但将需要更多的飞行员和空乘人员来填补2020年接受的提前退休计划留下的空缺职位。</blockquote></p><p>\"People took an early out or retired sooner than they were planning to before the pandemic,\" Nelson said. \"Some quit because it's not the same job.\" The rise in confrontations between passengers and flight attendants prompted some workers to leave the industry in the last year, she added, though the overwhelming majority want to stay on the job.</p><p><blockquote>纳尔逊说：“人们比大流行前的计划提前外出或退休。”“有些人辞职是因为这不是同一份工作。”她补充说，去年乘客和空乘人员之间冲突的增加促使一些工人离开了这个行业，尽管绝大多数人都希望继续工作。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A year after slashing staff, airlines are getting ready for a hiring binge<blockquote>裁员一年后，航空公司正在为招聘热潮做好准备</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA year after slashing staff, airlines are getting ready for a hiring binge<blockquote>裁员一年后，航空公司正在为招聘热潮做好准备</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">cnn</strong><span class=\"h-time small\">2021-06-07 11:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)The latest sign of air travel returning to normal is the two words being repeated at most of the nation's major airlines: Help wanted.</p><p><blockquote>纽约（CNN Business）航空旅行恢复正常的最新迹象是美国大多数主要航空公司重复的两个词：寻求帮助。</blockquote></p><p>The three largest US carriers — American (AAL), United (UAL) and Delta (DAL) — have announced they are currently hiring or will do so before the end of the year. Southwest (LUV), which cut less of its staff during the pandemic than its three larger rivals, said it is preparing its own hiring process as well.</p><p><blockquote>美国三大航空公司——美国航空公司（AAL）、联合航空公司（UAL）和达美航空公司（DAL）——已经宣布他们目前正在招聘或将在年底前招聘。西南航空(LUV)在疫情期间裁员人数少于三大竞争对手，该公司表示也在准备自己的招聘流程。</blockquote></p><p>\"I think the current carriers are eager to get as many flights back in the air as possible,\" said Sara Nelson, president of the Association of Flight Attendants, one of the major airline unions. The labor group expects the number of flight attendants on the job to rise from 80,000 today to 100,000 within two years. \"At the beginning of 2020, all [of the airlines] said they'd be hiring thousands,\" Nelson said. \"Really what we're doing is catching back up where we're supposed to be.\"</p><p><blockquote>“我认为目前的航空公司渴望让尽可能多的航班恢复空中，”主要航空公司工会之一空乘人员协会主席萨拉·纳尔逊说。劳工组织预计，在职空乘人数将在两年内从现在的8万人上升到10万人。“2020年初，所有[航空公司]都表示将招聘数千名员工，”尼尔森说。“实际上，我们正在做的是赶上我们应该在的地方。”</blockquote></p><p>The hiring initiatives come sooner than many expected.</p><p><blockquote>招聘计划来得比许多人预期的要早。</blockquote></p><p>\"I would say it's somewhat surprising that they're talking about it now, but it's certainly an indication of the confidence there will be a substantial recovery by the year's end,\" said Philip Baggaley, chief credit analyst for airlines at Standard &amp; Poor's.</p><p><blockquote>标准普尔航空公司首席信贷分析师菲利普·巴格利(Philip Baggaley)表示：“我想说，他们现在谈论这个问题有点令人惊讶，但这肯定表明人们对年底前经济将出现大幅复苏充满信心。”。</blockquote></p><p>Leisure travel on the rise</p><p><blockquote>休闲旅游兴起</blockquote></p><p>Air traffic is still not back to pre-pandemic levels — business travel is still a fraction of what it was, as is international travel. It is expected to take years for those lucrative sectors to return to normal. But leisure traffic and bookings are already approaching pre-Covid levels, lifting fares and increasing the immediate need for staff.</p><p><blockquote>空中交通仍未恢复到大流行前的水平——商务旅行和国际旅行仍只是以前的一小部分。预计这些利润丰厚的行业需要数年时间才能恢复正常。但休闲交通和预订量已经接近新冠疫情爆发前的水平，提高了票价，增加了对员工的迫切需求。</blockquote></p><p>US airline employment was at a post-9/11 high just before the pandemic hit, with 757,000 workers — both full and part-time — in February 2020, according to the Bureau of Transportation Statistics. That was the equivalent of nearly 500,000 full-time employees.</p><p><blockquote>根据美国运输统计局（Bureau of Transportation Statistics）的数据，就在疫情袭击之前，美国航空公司的就业率处于9/11后的最高水平，2020年2月有757,000名全职和兼职员工。这相当于近50万名全职员工。</blockquote></p><p>The nation's 11 publicly traded airlines reported they cut 18% of jobs during the course of 2020, through buyouts, early retirement packages, and employees who took voluntary unpaid leaves but kept benefits and, in some cases, part of their pay. Those on voluntary leaves with benefits were counted as part-time workers in the government's employment figures.</p><p><blockquote>美国11家上市航空公司报告称，他们在2020年期间通过买断、提前退休计划以及自愿无薪休假但保留福利的员工以及在某些情况下保留部分工资，裁员18%。在政府的就业数字中，那些自愿休假并享受福利的人被算作兼职工人。</blockquote></p><p>The low point in employment came in October, when a government prohibition on airlines making involuntary layoffs, a provision in the first round of federal financial support, came to an end. But many of those laid-off workers came back when a second round of federal help was passed in December, and a third round has helped keep them on payrolls.</p><p><blockquote>就业的低点出现在10月份，当时政府禁止航空公司非自愿裁员（第一轮联邦财政支持中的一项条款）结束了。但当12月第二轮联邦援助通过时，许多下岗工人又回来了，第三轮帮助他们保住了工资。</blockquote></p><p>More importantly, as vaccination rates rose and travelers started returning to the skies, the airlines began calling back workers who had been on voluntary leave. The total number of part-time and full-time employees had risen 6% through March, according to the BTS, and is expected to climb higher through the rest of this year, although the airlines have not given hard targets for how many workers they plan to hire back.</p><p><blockquote>更重要的是，随着疫苗接种率的上升和旅行者开始重返天空，航空公司开始召回自愿休假的员工。根据BTS的数据，截至3月份，兼职和全职员工总数增长了6%，预计今年剩余时间还会攀升，尽管航空公司没有给出多少员工的硬性目标他们计划重新雇用。</blockquote></p><p>\"We're going to have needs throughout the network,\" said Rober Isom, president of American Airlines.</p><p><blockquote>“我们将满足整个网络的需求，”美国航空总裁罗伯·伊索姆(Rober Isom)表示。</blockquote></p><p>The carriers are going to try to get by with fewer employees in some positions, including reduced staffing at airport gates and permanent cuts to the number of managers. United said it expects to save $300 million a year in management compensation alone.</p><p><blockquote>航空公司将努力减少某些职位的员工数量，包括减少机场登机口的人员配备和永久削减管理人员的数量。美联航表示，预计仅管理层薪酬一项每年就能节省3亿美元。</blockquote></p><p>Unlike some low-paying industries, such as retail and hospitality, Nelson said she doesn't believe the airlines will have trouble attracting workers. Flight attendant jobs pay an average annual salary of $50,000 to $60,000 at the major airlines, she said. Pilots at those airlines earn more than twice that amount. But there will be a need for more pilots and flight attendants to fill positions left vacant through early retirement packages accepted in 2020.</p><p><blockquote>与零售和酒店业等一些低薪行业不同，尼尔森表示，她认为航空公司在吸引工人方面不会遇到困难。她说，在主要航空公司，空乘工作的平均年薪为5万至6万美元。这些航空公司的飞行员收入是这个数字的两倍多。但将需要更多的飞行员和空乘人员来填补2020年接受的提前退休计划留下的空缺职位。</blockquote></p><p>\"People took an early out or retired sooner than they were planning to before the pandemic,\" Nelson said. \"Some quit because it's not the same job.\" The rise in confrontations between passengers and flight attendants prompted some workers to leave the industry in the last year, she added, though the overwhelming majority want to stay on the job.</p><p><blockquote>纳尔逊说：“人们比大流行前的计划提前外出或退休。”“有些人辞职是因为这不是同一份工作。”她补充说，去年乘客和空乘人员之间冲突的增加促使一些工人离开了这个行业，尽管绝大多数人都希望继续工作。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/06/06/business/airline-hiring/index.html\">cnn</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UAL":"联合大陆航空","DAL":"达美航空","AAL":"美国航空"},"source_url":"https://edition.cnn.com/2021/06/06/business/airline-hiring/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163884105","content_text":"New York (CNN Business)The latest sign of air travel returning to normal is the two words being repeated at most of the nation's major airlines: Help wanted.The three largest US carriers — American (AAL), United (UAL) and Delta (DAL) — have announced they are currently hiring or will do so before the end of the year. Southwest (LUV), which cut less of its staff during the pandemic than its three larger rivals, said it is preparing its own hiring process as well.\"I think the current carriers are eager to get as many flights back in the air as possible,\" said Sara Nelson, president of the Association of Flight Attendants, one of the major airline unions. The labor group expects the number of flight attendants on the job to rise from 80,000 today to 100,000 within two years. \"At the beginning of 2020, all [of the airlines] said they'd be hiring thousands,\" Nelson said. \"Really what we're doing is catching back up where we're supposed to be.\"The hiring initiatives come sooner than many expected.\"I would say it's somewhat surprising that they're talking about it now, but it's certainly an indication of the confidence there will be a substantial recovery by the year's end,\" said Philip Baggaley, chief credit analyst for airlines at Standard & Poor's.Leisure travel on the riseAir traffic is still not back to pre-pandemic levels — business travel is still a fraction of what it was, as is international travel. It is expected to take years for those lucrative sectors to return to normal. But leisure traffic and bookings are already approaching pre-Covid levels, lifting fares and increasing the immediate need for staff.US airline employment was at a post-9/11 high just before the pandemic hit, with 757,000 workers — both full and part-time — in February 2020, according to the Bureau of Transportation Statistics. That was the equivalent of nearly 500,000 full-time employees.The nation's 11 publicly traded airlines reported they cut 18% of jobs during the course of 2020, through buyouts, early retirement packages, and employees who took voluntary unpaid leaves but kept benefits and, in some cases, part of their pay. Those on voluntary leaves with benefits were counted as part-time workers in the government's employment figures.The low point in employment came in October, when a government prohibition on airlines making involuntary layoffs, a provision in the first round of federal financial support, came to an end. But many of those laid-off workers came back when a second round of federal help was passed in December, and a third round has helped keep them on payrolls.More importantly, as vaccination rates rose and travelers started returning to the skies, the airlines began calling back workers who had been on voluntary leave. The total number of part-time and full-time employees had risen 6% through March, according to the BTS, and is expected to climb higher through the rest of this year, although the airlines have not given hard targets for how many workers they plan to hire back.\"We're going to have needs throughout the network,\" said Rober Isom, president of American Airlines.The carriers are going to try to get by with fewer employees in some positions, including reduced staffing at airport gates and permanent cuts to the number of managers. United said it expects to save $300 million a year in management compensation alone.Unlike some low-paying industries, such as retail and hospitality, Nelson said she doesn't believe the airlines will have trouble attracting workers. Flight attendant jobs pay an average annual salary of $50,000 to $60,000 at the major airlines, she said. Pilots at those airlines earn more than twice that amount. But there will be a need for more pilots and flight attendants to fill positions left vacant through early retirement packages accepted in 2020.\"People took an early out or retired sooner than they were planning to before the pandemic,\" Nelson said. \"Some quit because it's not the same job.\" The rise in confrontations between passengers and flight attendants prompted some workers to leave the industry in the last year, she added, though the overwhelming majority want to stay on the job.","news_type":1,"symbols_score_info":{"UAL":0.9,"DAL":0.9,"AAL":0.9}},"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802950192,"gmtCreate":1627709554816,"gmtModify":1633756885252,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Pls like n comments&nbsp;","listText":"Pls like n comments&nbsp;","text":"Pls like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/802950192","repostId":"1121501806","repostType":4,"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185112841,"gmtCreate":1623636390883,"gmtModify":1634030863296,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"I prefer Plantir. How about u? Pls like n response&nbsp;","listText":"I prefer Plantir. How about u? Pls like n response&nbsp;","text":"I prefer Plantir. How about u? Pls like n response","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/185112841","repostId":"1180874867","repostType":4,"repost":{"id":"1180874867","kind":"news","pubTimestamp":1623635718,"share":"https://www.laohu8.com/m/news/1180874867?lang=zh_CN&edition=full","pubTime":"2021-06-14 09:55","market":"us","language":"en","title":"Palantir vs. C3.ai: Which Is the Better Artificial Intelligence Stock?<blockquote>Palantir与C3.ai：哪个是更好的人工智能股票？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180874867","media":"Motley Fool","summary":"One is controversial; the other is exposed to more macro headwinds.","content":"<p><b>Palantir</b>&nbsp;(NYSE:PLTR)&nbsp;and&nbsp;<b>C3.ai</b>&nbsp;(NYSE:AI)&nbsp;both help organizations and companies crunch data with AI-powered tools.</p><p><blockquote><b>Palantir</b>（纽约证券交易所代码：PLTR）和<b>C3.人工智能</b>（纽约证券交易所股票代码：AI）都帮助组织和公司使用人工智能工具处理数据。</blockquote></p><p> Palantir, which generates more than half its revenue from government contracts, wants its Gotham platform to become the \"default operating system for data\" across the U.S. government. Its Foundry platform provides data-mining tools to large commercial customers.</p><p><blockquote>Palantir一半以上的收入来自政府合同，它希望其Gotham平台成为美国政府的“数据默认操作系统”。其代工平台为大型商业客户提供数据挖掘工具。</blockquote></p><p> C3.ai serves a wide range of clients across the commercial, industrial, and government sectors. It generates most of its revenue from energy giants like&nbsp;<b>Baker Hughes</b>&nbsp;and&nbsp;<b>ENGIE</b>.</p><p><blockquote>C3.ai为商业、工业和政府部门的广泛客户提供服务。它的大部分收入来自能源巨头，例如<b>贝克休斯</b>和<b>ENGIE</b>.</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0f7a2339e0b8de3ba56318f8cab73d4\" tg-width=\"2000\" tg-height=\"1076\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> Palantir -- which went public via a&nbsp;direct listing&nbsp;last September -- started trading at $10 per share, surged to the high $30s in February, and now trades in the mid-$20s. C3.ai went public at $42 per share via an IPO last December, opened at $100 on the first day, but now trades in the low $60s.</p><p><blockquote>Palantir去年9月通过直接上市上市，开始交易价格为每股10美元，2月份飙升至30美元的高位，目前交易价格为20美元左右。C3.ai去年12月通过IPO以每股42美元的价格上市，首日开盘价为100美元，但现在交易价格在60美元左右。</blockquote></p><p> Both stocks have underperformed the S&amp;P 500 this year as investors have been moving from growth to value stocks, but is one of these companies a better long-term play on the&nbsp;booming AI market?</p><p><blockquote>随着投资者从成长型股票转向价值型股票，这两只股票今年的表现都逊于标普500，但在蓬勃发展的人工智能市场上，这些公司之一是否是更好的长期投资呢？</blockquote></p><p> <b>The differences between Palantir and C3.ai</b></p><p><blockquote><b>Palantir和C3.ai的区别</b></blockquote></p><p> Palantir, which is named after the all-seeing orbs from<i>The Lord of the Ring</i>s, helps organizations accumulate data on individuals from disparate sources, then processes it with algorithms to make data-driven decisions.</p><p><blockquote>Palantir，以全视球体命名<i>指环王</i>s，帮助组织从不同来源积累个人数据，然后用算法处理这些数据以做出数据驱动的决策。</blockquote></p><p> Palantir's biggest customer is the U.S. government, and its tools are used by the CIA, FBI, ICE, and all branches of the military. Its technology was reportedly used to hunt down Osama bin Laden in 2011, but it was also used by ICE in recent years to locate and deport undocumented immigrants.</p><p><blockquote>Palantir最大的客户是美国政府，其工具被CIA、FBI、ICE和军队的所有部门使用。据报道，它的技术在2011年被用来追捕奥萨马·本·拉登，但近年来也被ICE用来定位和驱逐无证移民。</blockquote></p><p> C3.ai initially only served energy companies before expanding into other markets. Unlike Palantir, which gathers data from external and internal sources, C3.ai mainly uses a company's internal operations.</p><p><blockquote>C3.ai最初只服务于能源公司，然后扩展到其他市场。与Palantir从外部和内部来源收集数据不同，C3.ai主要使用公司的内部运营。</blockquote></p><p> C3.ai's algorithms can schedule maintenance routines, detect fraud, optimize inventories, and improve CRM (customer relationship management) systems. In short, it's a lot less controversial bet than Palantir.</p><p><blockquote>C3.ai的算法可以安排日常维护、检测欺诈、优化库存和改进CRM（客户关系管理）系统。简而言之，这是一个比Palantir争议小得多的赌注。</blockquote></p><p> <b>How fast is Palantir growing?</b></p><p><blockquote><b>Palantir的增长速度有多快？</b></blockquote></p><p> Palantir's revenue increased 47% to $1.1 billion&nbsp;in 2020. Its government revenue rose 77% as its commercial revenue grew 22%.</p><p><blockquote>Palantir的收入在2020年增长了47%，达到11亿美元。其政府收入增长77%，商业收入增长22%。</blockquote></p><p> It expanded its government contracts with the FDA, U.S. Army, and&nbsp;U.S. Air Force, and its commercial business attracted big customers including&nbsp;<b>Rio Tinto</b>,<b>PG&amp;E</b>, and&nbsp;<b>BP</b>. Its adjusted gross and operating margins expanded, but it still posted a net loss of $1.2 billion -- compared to a loss of $580 million in 2019.</p><p><blockquote>它扩大了与FDA、美国陆军和美国的政府合同。空军，其商业业务吸引了包括<b>力拓</b>,<b>宝洁公司</b>，和<b>BP</b>.其调整后的毛利率和营业利润率有所扩大，但仍录得12亿美元的净亏损，而2019年的亏损为5.8亿美元。</blockquote></p><p> In the first quarter of 2021, Palantir's revenue rose 49% year-over-year to $341 million, with 76% growth in its government business and 19% growth in its commercial business. Its adjusted gross and operating margins expanded again, but its net loss again widened, from $54.3 million to $123.5 million. On the bright side, its&nbsp;adjusted EBITDA&nbsp;turned positive with a profit of $119.8 million -- but that excludes its stock-based compensation and a lot of \"one time\" expenses.</p><p><blockquote>2021年第一季度，Palantir的收入同比增长49%至3.41亿美元，其中政府业务增长76%，商业业务增长19%。其调整后的毛利率和营业利润率再次扩大，但净亏损再次扩大，从5430万美元扩大到1.235亿美元。好的一面是，其调整后EBITDA转为正值，利润为1.198亿美元，但这不包括其基于股票的薪酬和大量“一次性”费用。</blockquote></p><p> Wall Street expects Palantir's revenue to rise 35% this year, while the company expects its annual revenue to increase more than 30% every year through 2025. That confident outlook indicates a belief that its government business will remain stable as it gradually gains more commercial customers, but the company could remain steeped in controversy about data-gathering and deeply unprofitable for years to come.</p><p><blockquote>华尔街预计Palantir今年的收入将增长35%，而该公司预计到2025年，其年收入将每年增长30%以上。这种自信的前景表明，随着逐渐获得更多商业客户，人们相信其政府业务将保持稳定，但该公司可能仍沉浸在有关数据收集的争议中，并且在未来几年将严重无利可图。</blockquote></p><p> <b>How fast is C3.ai growing?</b></p><p><blockquote><b>C3.ai的增长有多快？</b></blockquote></p><p> C3.ai's revenue rose 17% to $183.2 million in&nbsp;fiscal 2021, which ended in April. That marked a significant slowdown from its 71% growth in 2020, mainly due to pandemic-related disruptions of the energy and industrial sectors.</p><p><blockquote>截至4月份的2021财年，C3.ai的收入增长了17%，达到1.832亿美元。这比2020年71%的增长显着放缓，主要是由于能源和工业部门与大流行相关的中断。</blockquote></p><p> Its average contract value also decreased from $12.1 million in 2020 to $7.2 million in 2021, even as it initiated new enterprise AI projects with big customers like&nbsp;<b>3M</b>,<b>Consolidated Edison</b>,<b>Shell</b>, and the New York Power Authority. But its total number of customers rose 82% to 89 at the end of the year, which indicates its business could recover quickly after the pandemic ends. It expects its revenue to increase 33% to 35% in the current fiscal year.</p><p><blockquote>其平均合同价值也从2020年的1210万美元下降到2021年的720万美元，尽管它与大客户如<b>3M</b>,<b>联合爱迪生</b>,<b>壳牌</b>和纽约电力局。但到年底，其客户总数增长了82%，达到89家，这表明疫情结束后其业务可能会迅速恢复。预计本财年收入将增长33%至35%。</blockquote></p><p> C3.ai's adjusted gross margin stayed flat in fiscal 2021 as its operating margin remained in the red, but its net loss narrowed year-over-year from $69.4 million to $55.7 million. It doesn't calculate its profits in adjusted EBITDA terms, and analysts expect it to stay unprofitable for the foreseeable future.</p><p><blockquote>由于营业利润率仍处于亏损状态，C3.ai的调整后毛利率在2021财年持平，但净亏损同比从6940万美元收窄至5570万美元。它没有以调整后的EBITDA计算利润，分析师预计在可预见的未来，它将保持无利可图。</blockquote></p><p> <b>The valuations and verdict</b></p><p><blockquote><b>估值及判决</b></blockquote></p><p></p><p> Palantir and C3.ai trade at 31 and 26 times this year's sales, respectively. Those high price-to-sales ratios indicate neither stock is cheap in this market, especially as&nbsp;investors rotate&nbsp;from growth to value stocks.</p><p><blockquote>Palantir和C3.ai的交易价格分别是今年销售额的31倍和26倍。这些高市销率表明这两只股票在这个市场上都不便宜，特别是当投资者从成长型股票转向价值型股票时。</blockquote></p><p> That said, it makes more sense to invest in the company that is more dependent on stable government customers than the one that relies heavily on the macro-sensitive energy and industrial sectors. It also makes more sense to invest in the company with superior revenue growth if both stocks are trading at comparable price-to-sales ratios.</p><p><blockquote>也就是说，投资更依赖稳定政府客户的公司比投资严重依赖宏观敏感的能源和工业部门的公司更有意义。如果两只股票的市销率相当，那么投资收入增长优异的公司也更有意义。</blockquote></p><p> Therefore, Palantir might be more controversial than C3.ai, but I believe it's the better growth play in the AI market. C3.ai's long-term prospects still look bright, but its stock remains too expensive relative to its growth.</p><p><blockquote>因此，Palantir可能比C3.ai更具争议，但我相信它是人工智能市场上更好的增长游戏。C3.ai的长期前景看起来仍然光明，但相对于其增长而言，其股票仍然过于昂贵。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir vs. C3.ai: Which Is the Better Artificial Intelligence Stock?<blockquote>Palantir与C3.ai：哪个是更好的人工智能股票？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir vs. C3.ai: Which Is the Better Artificial Intelligence Stock?<blockquote>Palantir与C3.ai：哪个是更好的人工智能股票？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-06-14 09:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Palantir</b>&nbsp;(NYSE:PLTR)&nbsp;and&nbsp;<b>C3.ai</b>&nbsp;(NYSE:AI)&nbsp;both help organizations and companies crunch data with AI-powered tools.</p><p><blockquote><b>Palantir</b>（纽约证券交易所代码：PLTR）和<b>C3.人工智能</b>（纽约证券交易所股票代码：AI）都帮助组织和公司使用人工智能工具处理数据。</blockquote></p><p> Palantir, which generates more than half its revenue from government contracts, wants its Gotham platform to become the \"default operating system for data\" across the U.S. government. Its Foundry platform provides data-mining tools to large commercial customers.</p><p><blockquote>Palantir一半以上的收入来自政府合同，它希望其Gotham平台成为美国政府的“数据默认操作系统”。其代工平台为大型商业客户提供数据挖掘工具。</blockquote></p><p> C3.ai serves a wide range of clients across the commercial, industrial, and government sectors. It generates most of its revenue from energy giants like&nbsp;<b>Baker Hughes</b>&nbsp;and&nbsp;<b>ENGIE</b>.</p><p><blockquote>C3.ai为商业、工业和政府部门的广泛客户提供服务。它的大部分收入来自能源巨头，例如<b>贝克休斯</b>和<b>ENGIE</b>.</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0f7a2339e0b8de3ba56318f8cab73d4\" tg-width=\"2000\" tg-height=\"1076\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> Palantir -- which went public via a&nbsp;direct listing&nbsp;last September -- started trading at $10 per share, surged to the high $30s in February, and now trades in the mid-$20s. C3.ai went public at $42 per share via an IPO last December, opened at $100 on the first day, but now trades in the low $60s.</p><p><blockquote>Palantir去年9月通过直接上市上市，开始交易价格为每股10美元，2月份飙升至30美元的高位，目前交易价格为20美元左右。C3.ai去年12月通过IPO以每股42美元的价格上市，首日开盘价为100美元，但现在交易价格在60美元左右。</blockquote></p><p> Both stocks have underperformed the S&amp;P 500 this year as investors have been moving from growth to value stocks, but is one of these companies a better long-term play on the&nbsp;booming AI market?</p><p><blockquote>随着投资者从成长型股票转向价值型股票，这两只股票今年的表现都逊于标普500，但在蓬勃发展的人工智能市场上，这些公司之一是否是更好的长期投资呢？</blockquote></p><p> <b>The differences between Palantir and C3.ai</b></p><p><blockquote><b>Palantir和C3.ai的区别</b></blockquote></p><p> Palantir, which is named after the all-seeing orbs from<i>The Lord of the Ring</i>s, helps organizations accumulate data on individuals from disparate sources, then processes it with algorithms to make data-driven decisions.</p><p><blockquote>Palantir，以全视球体命名<i>指环王</i>s，帮助组织从不同来源积累个人数据，然后用算法处理这些数据以做出数据驱动的决策。</blockquote></p><p> Palantir's biggest customer is the U.S. government, and its tools are used by the CIA, FBI, ICE, and all branches of the military. Its technology was reportedly used to hunt down Osama bin Laden in 2011, but it was also used by ICE in recent years to locate and deport undocumented immigrants.</p><p><blockquote>Palantir最大的客户是美国政府，其工具被CIA、FBI、ICE和军队的所有部门使用。据报道，它的技术在2011年被用来追捕奥萨马·本·拉登，但近年来也被ICE用来定位和驱逐无证移民。</blockquote></p><p> C3.ai initially only served energy companies before expanding into other markets. Unlike Palantir, which gathers data from external and internal sources, C3.ai mainly uses a company's internal operations.</p><p><blockquote>C3.ai最初只服务于能源公司，然后扩展到其他市场。与Palantir从外部和内部来源收集数据不同，C3.ai主要使用公司的内部运营。</blockquote></p><p> C3.ai's algorithms can schedule maintenance routines, detect fraud, optimize inventories, and improve CRM (customer relationship management) systems. In short, it's a lot less controversial bet than Palantir.</p><p><blockquote>C3.ai的算法可以安排日常维护、检测欺诈、优化库存和改进CRM（客户关系管理）系统。简而言之，这是一个比Palantir争议小得多的赌注。</blockquote></p><p> <b>How fast is Palantir growing?</b></p><p><blockquote><b>Palantir的增长速度有多快？</b></blockquote></p><p> Palantir's revenue increased 47% to $1.1 billion&nbsp;in 2020. Its government revenue rose 77% as its commercial revenue grew 22%.</p><p><blockquote>Palantir的收入在2020年增长了47%，达到11亿美元。其政府收入增长77%，商业收入增长22%。</blockquote></p><p> It expanded its government contracts with the FDA, U.S. Army, and&nbsp;U.S. Air Force, and its commercial business attracted big customers including&nbsp;<b>Rio Tinto</b>,<b>PG&amp;E</b>, and&nbsp;<b>BP</b>. Its adjusted gross and operating margins expanded, but it still posted a net loss of $1.2 billion -- compared to a loss of $580 million in 2019.</p><p><blockquote>它扩大了与FDA、美国陆军和美国的政府合同。空军，其商业业务吸引了包括<b>力拓</b>,<b>宝洁公司</b>，和<b>BP</b>.其调整后的毛利率和营业利润率有所扩大，但仍录得12亿美元的净亏损，而2019年的亏损为5.8亿美元。</blockquote></p><p> In the first quarter of 2021, Palantir's revenue rose 49% year-over-year to $341 million, with 76% growth in its government business and 19% growth in its commercial business. Its adjusted gross and operating margins expanded again, but its net loss again widened, from $54.3 million to $123.5 million. On the bright side, its&nbsp;adjusted EBITDA&nbsp;turned positive with a profit of $119.8 million -- but that excludes its stock-based compensation and a lot of \"one time\" expenses.</p><p><blockquote>2021年第一季度，Palantir的收入同比增长49%至3.41亿美元，其中政府业务增长76%，商业业务增长19%。其调整后的毛利率和营业利润率再次扩大，但净亏损再次扩大，从5430万美元扩大到1.235亿美元。好的一面是，其调整后EBITDA转为正值，利润为1.198亿美元，但这不包括其基于股票的薪酬和大量“一次性”费用。</blockquote></p><p> Wall Street expects Palantir's revenue to rise 35% this year, while the company expects its annual revenue to increase more than 30% every year through 2025. That confident outlook indicates a belief that its government business will remain stable as it gradually gains more commercial customers, but the company could remain steeped in controversy about data-gathering and deeply unprofitable for years to come.</p><p><blockquote>华尔街预计Palantir今年的收入将增长35%，而该公司预计到2025年，其年收入将每年增长30%以上。这种自信的前景表明，随着逐渐获得更多商业客户，人们相信其政府业务将保持稳定，但该公司可能仍沉浸在有关数据收集的争议中，并且在未来几年将严重无利可图。</blockquote></p><p> <b>How fast is C3.ai growing?</b></p><p><blockquote><b>C3.ai的增长有多快？</b></blockquote></p><p> C3.ai's revenue rose 17% to $183.2 million in&nbsp;fiscal 2021, which ended in April. That marked a significant slowdown from its 71% growth in 2020, mainly due to pandemic-related disruptions of the energy and industrial sectors.</p><p><blockquote>截至4月份的2021财年，C3.ai的收入增长了17%，达到1.832亿美元。这比2020年71%的增长显着放缓，主要是由于能源和工业部门与大流行相关的中断。</blockquote></p><p> Its average contract value also decreased from $12.1 million in 2020 to $7.2 million in 2021, even as it initiated new enterprise AI projects with big customers like&nbsp;<b>3M</b>,<b>Consolidated Edison</b>,<b>Shell</b>, and the New York Power Authority. But its total number of customers rose 82% to 89 at the end of the year, which indicates its business could recover quickly after the pandemic ends. It expects its revenue to increase 33% to 35% in the current fiscal year.</p><p><blockquote>其平均合同价值也从2020年的1210万美元下降到2021年的720万美元，尽管它与大客户如<b>3M</b>,<b>联合爱迪生</b>,<b>壳牌</b>和纽约电力局。但到年底，其客户总数增长了82%，达到89家，这表明疫情结束后其业务可能会迅速恢复。预计本财年收入将增长33%至35%。</blockquote></p><p> C3.ai's adjusted gross margin stayed flat in fiscal 2021 as its operating margin remained in the red, but its net loss narrowed year-over-year from $69.4 million to $55.7 million. It doesn't calculate its profits in adjusted EBITDA terms, and analysts expect it to stay unprofitable for the foreseeable future.</p><p><blockquote>由于营业利润率仍处于亏损状态，C3.ai的调整后毛利率在2021财年持平，但净亏损同比从6940万美元收窄至5570万美元。它没有以调整后的EBITDA计算利润，分析师预计在可预见的未来，它将保持无利可图。</blockquote></p><p> <b>The valuations and verdict</b></p><p><blockquote><b>估值及判决</b></blockquote></p><p></p><p> Palantir and C3.ai trade at 31 and 26 times this year's sales, respectively. Those high price-to-sales ratios indicate neither stock is cheap in this market, especially as&nbsp;investors rotate&nbsp;from growth to value stocks.</p><p><blockquote>Palantir和C3.ai的交易价格分别是今年销售额的31倍和26倍。这些高市销率表明这两只股票在这个市场上都不便宜，特别是当投资者从成长型股票转向价值型股票时。</blockquote></p><p> That said, it makes more sense to invest in the company that is more dependent on stable government customers than the one that relies heavily on the macro-sensitive energy and industrial sectors. It also makes more sense to invest in the company with superior revenue growth if both stocks are trading at comparable price-to-sales ratios.</p><p><blockquote>也就是说，投资更依赖稳定政府客户的公司比投资严重依赖宏观敏感的能源和工业部门的公司更有意义。如果两只股票的市销率相当，那么投资收入增长优异的公司也更有意义。</blockquote></p><p> Therefore, Palantir might be more controversial than C3.ai, but I believe it's the better growth play in the AI market. C3.ai's long-term prospects still look bright, but its stock remains too expensive relative to its growth.</p><p><blockquote>因此，Palantir可能比C3.ai更具争议，但我相信它是人工智能市场上更好的增长游戏。C3.ai的长期前景看起来仍然光明，但相对于其增长而言，其股票仍然过于昂贵。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/13/palantir-vs-c3ai-which-is-the-better-artificial-in/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","AI":"C3.ai, Inc."},"source_url":"https://www.fool.com/investing/2021/06/13/palantir-vs-c3ai-which-is-the-better-artificial-in/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180874867","content_text":"Palantir (NYSE:PLTR) and C3.ai (NYSE:AI) both help organizations and companies crunch data with AI-powered tools.\nPalantir, which generates more than half its revenue from government contracts, wants its Gotham platform to become the \"default operating system for data\" across the U.S. government. Its Foundry platform provides data-mining tools to large commercial customers.\nC3.ai serves a wide range of clients across the commercial, industrial, and government sectors. It generates most of its revenue from energy giants like Baker Hughes and ENGIE.\nIMAGE SOURCE: GETTY IMAGES.\nPalantir -- which went public via a direct listing last September -- started trading at $10 per share, surged to the high $30s in February, and now trades in the mid-$20s. C3.ai went public at $42 per share via an IPO last December, opened at $100 on the first day, but now trades in the low $60s.\nBoth stocks have underperformed the S&P 500 this year as investors have been moving from growth to value stocks, but is one of these companies a better long-term play on the booming AI market?\nThe differences between Palantir and C3.ai\nPalantir, which is named after the all-seeing orbs fromThe Lord of the Rings, helps organizations accumulate data on individuals from disparate sources, then processes it with algorithms to make data-driven decisions.\nPalantir's biggest customer is the U.S. government, and its tools are used by the CIA, FBI, ICE, and all branches of the military. Its technology was reportedly used to hunt down Osama bin Laden in 2011, but it was also used by ICE in recent years to locate and deport undocumented immigrants.\nC3.ai initially only served energy companies before expanding into other markets. Unlike Palantir, which gathers data from external and internal sources, C3.ai mainly uses a company's internal operations.\nC3.ai's algorithms can schedule maintenance routines, detect fraud, optimize inventories, and improve CRM (customer relationship management) systems. In short, it's a lot less controversial bet than Palantir.\nHow fast is Palantir growing?\nPalantir's revenue increased 47% to $1.1 billion in 2020. Its government revenue rose 77% as its commercial revenue grew 22%.\nIt expanded its government contracts with the FDA, U.S. Army, and U.S. Air Force, and its commercial business attracted big customers including Rio Tinto,PG&E, and BP. Its adjusted gross and operating margins expanded, but it still posted a net loss of $1.2 billion -- compared to a loss of $580 million in 2019.\nIn the first quarter of 2021, Palantir's revenue rose 49% year-over-year to $341 million, with 76% growth in its government business and 19% growth in its commercial business. Its adjusted gross and operating margins expanded again, but its net loss again widened, from $54.3 million to $123.5 million. On the bright side, its adjusted EBITDA turned positive with a profit of $119.8 million -- but that excludes its stock-based compensation and a lot of \"one time\" expenses.\nWall Street expects Palantir's revenue to rise 35% this year, while the company expects its annual revenue to increase more than 30% every year through 2025. That confident outlook indicates a belief that its government business will remain stable as it gradually gains more commercial customers, but the company could remain steeped in controversy about data-gathering and deeply unprofitable for years to come.\nHow fast is C3.ai growing?\nC3.ai's revenue rose 17% to $183.2 million in fiscal 2021, which ended in April. That marked a significant slowdown from its 71% growth in 2020, mainly due to pandemic-related disruptions of the energy and industrial sectors.\nIts average contract value also decreased from $12.1 million in 2020 to $7.2 million in 2021, even as it initiated new enterprise AI projects with big customers like 3M,Consolidated Edison,Shell, and the New York Power Authority. But its total number of customers rose 82% to 89 at the end of the year, which indicates its business could recover quickly after the pandemic ends. It expects its revenue to increase 33% to 35% in the current fiscal year.\nC3.ai's adjusted gross margin stayed flat in fiscal 2021 as its operating margin remained in the red, but its net loss narrowed year-over-year from $69.4 million to $55.7 million. It doesn't calculate its profits in adjusted EBITDA terms, and analysts expect it to stay unprofitable for the foreseeable future.\nThe valuations and verdict\nPalantir and C3.ai trade at 31 and 26 times this year's sales, respectively. Those high price-to-sales ratios indicate neither stock is cheap in this market, especially as investors rotate from growth to value stocks.\nThat said, it makes more sense to invest in the company that is more dependent on stable government customers than the one that relies heavily on the macro-sensitive energy and industrial sectors. It also makes more sense to invest in the company with superior revenue growth if both stocks are trading at comparable price-to-sales ratios.\nTherefore, Palantir might be more controversial than C3.ai, but I believe it's the better growth play in the AI market. C3.ai's long-term prospects still look bright, but its stock remains too expensive relative to its growth.","news_type":1,"symbols_score_info":{"PLTR":0.9,"AI":0.9}},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342067185,"gmtCreate":1618131518647,"gmtModify":1634294752914,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Informative&nbsp;","listText":"Informative&nbsp;","text":"Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/342067185","repostId":"1106014844","repostType":4,"repost":{"id":"1106014844","kind":"news","pubTimestamp":1617979503,"share":"https://www.laohu8.com/m/news/1106014844?lang=zh_CN&edition=full","pubTime":"2021-04-09 22:45","market":"us","language":"en","title":"Is Bill.com the Cathie Wood Stock for You?<blockquote>Bill.com是您的Cathie Wood股票吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106014844","media":"Motley Fool","summary":"This fintech has posted a roughly 300% gain since it went public.\nWhen Cathie Wood adds a stock or i","content":"<p>This fintech has posted a roughly 300% gain since it went public.</p><p><blockquote>这家金融科技公司自上市以来已上涨约300%。</blockquote></p><p> When Cathie Wood adds a stock or increases her positions in one of her portfolios, people pay attention. Wood is the founder and CEO of ARK Invest, a company that runs some of the top-performing exchange-traded funds (ETFs). Her actively managed ETFs -- including&nbsp;<b>ARK Innovation</b>,<b>ARK Genomic Revolution</b>, and&nbsp;<b>ARK Next Generation Internet</b>&nbsp;-- are mostly focused on technology stocks and have all posted huge returns over the past five years.</p><p><blockquote>当凯西·伍德(Cathie Wood)增加一只股票或增加其投资组合中的头寸时，人们会关注。伍德是ARK Invest的创始人兼首席执行官，该公司运营着一些表现最好的交易所交易基金(ETF)。她积极管理的ETF——包括<b>方舟创新</b>,<b>方舟基因组革命</b>，和<b>方舟下一代互联网</b>——大多专注于科技股，并且在过去五年中都取得了巨额回报。</blockquote></p><p> At the end of March, Wood increased her investment in a company called&nbsp;<b>Bill.com</b>(NYSE:BILL)in one of her portfolios,<b>ARK Fintech Innovation</b>. It caught our attention, so let's take a look at the stock to see if it's one you should consider buying.</p><p><blockquote>3月底，伍德增加了对一家名为<b>Bill.com</b>（纽约证券交易所代码：BILL）在她的一个投资组合中，<b>方舟金融科技创新</b>.它引起了我们的注意，所以让我们看看这只股票，看看它是否是您应该考虑购买的股票。</blockquote></p><p> <b>On cloud nine</b></p><p><blockquote><b>九霄云外</b></blockquote></p><p> Bill.com's cloud-based platform simplifies billing, payment processing, accounting, and other back-office operations for small- and mid-sized business. The platform uses artificial intelligence (AI) and machine learning to streamline the invoicing and bill paying process -- essentially, it allows companies to automate these jobs, saving money on doing it in-house.</p><p><blockquote>Bill.com基于云的平台简化了中小型企业的计费、支付处理、会计和其他后台操作。该平台使用人工智能（AI）和机器学习来简化发票和账单支付流程——本质上，它允许公司自动化这些工作，从而节省内部工作的资金。</blockquote></p><p> Since the company went public in December 2019, its stock price has more than quadrupled, from $36 per share when it started trading to more than $157 at Thursday's close. It gained 171% in 2020 and is up more than 15% year to date in 2021.</p><p><blockquote>自该公司2019年12月上市以来，其股价已翻了两番多，从开始交易时的每股36美元涨至周四收盘时的每股157美元以上。该股在2020年上涨了171%，2021年迄今上涨了15%以上。</blockquote></p><p> The company makes money mostly on subscriptions its clients pay for the service, so it's a reliable, repeatable income stream that grows as it adds clients. The company also makes a far smaller percentage of revenue on interest earned holding funds for clients. In the fiscal second quarter, which ended Dec. 31, revenue spiked 38% year over year to $54 million, with $52.3 million coming from subscription and transaction fees.</p><p><blockquote>该公司主要通过客户为服务付费的订阅来赚钱，因此这是一个可靠、可重复的收入来源，随着客户的增加而增长。该公司为客户持有基金所赚取的利息收入比例也要小得多。在截至12月31日的第二财季，收入同比飙升38%至5400万美元，其中5230万美元来自订阅和交易费用。</blockquote></p><p> The company is not yet profitable, posting a net loss of $17.2 million in the quarter, but it posted a huge gross margin of 75%, which is the revenue after subtracting the cost of producing the item being sold. So while it may not be profitable for a few more quarters. But once its investments in its technology and operations increase operating efficiency, those high gross margins will eventually translate into high profit margins.</p><p><blockquote>该公司尚未盈利，本季度净亏损1720万美元，但毛利率高达75%，这是减去所售商品的生产成本后的收入。因此，虽然它可能在未来几个季度内无法盈利。但一旦其对技术和运营的投资提高了运营效率，这些高毛利率最终将转化为高利润率。</blockquote></p><p> <b>Pardon the disruption</b></p><p><blockquote><b>抱歉打扰了</b></blockquote></p><p> Bill.com has more than 100,000 customers, up nearly 30% from the previous year. While this is a very competitive space,Bill.com is a disruptor, and there is a huge market opportunity. As my Foolish colleagues&nbsp;Jason Moser and Matthew Frankel&nbsp;pointed out in a recent podcast, there are 20 million small- and mid-sized businesses and an addressable market of $30 billion globally, including $9 billion in the U.S.</p><p><blockquote>Bill.com拥有超过10万名客户，比上年增长近30%。虽然这是一个竞争非常激烈的领域，但Bill.com是一个颠覆者，存在巨大的市场机会。正如我愚蠢的同事杰森·莫泽和马修·弗兰克尔在最近的播客中指出的那样，全球有2000万家中小企业和300亿美元的潜在市场，其中美国有90亿美元。</blockquote></p><p> But founder and CEO Rene Lacerte thinks of the&nbsp;fintech&nbsp;not just in terms of customers, but of the network of 2.5 million \"members,\" including the users and partners of all of its clients. \"We believe we are the leading digital B2B payments platform for SMBs (small and mid-sized businesses) and operate one of the largest B2B networks in the United States,\" Lacerte said on the&nbsp;most recent earnings call. That is a huge network of users on which to grow. The bigger the network, the more potential value it has for its members. Also, this growth allows Bill.com the opportunity to form deeper relationships with those on the network, offering additional products and services.</p><p><blockquote>但创始人兼首席执行官Rene Lacerte不仅从客户的角度看待金融科技，还从250万“会员”的角度看待金融科技，包括所有客户的用户和合作伙伴。Lacerte在最近的财报看涨期权上表示：“我们相信我们是SMB（中小型企业）领先的数字B2B支付平台，并运营着美国最大的B2B网络之一。”这是一个巨大的用户网络，可以在此基础上成长。网络越大，对其成员的潜在价值就越大。此外，这种增长使Bill.com有机会与网络上的人建立更深层次的关系，提供额外的产品和服务。</blockquote></p><p> Bill.com's other potential competitive advantage is its AI, which gets more intuitive and robust the more customers it gets and the more data it gathers. The better the AI, the more efficient, convenient and useful the service becomes.</p><p><blockquote>Bill.com的另一个潜在竞争优势是其人工智能，它获得的客户越多，收集的数据越多，人工智能就会变得更加直观和强大。人工智能越好，服务就变得越高效、越方便、越有用。</blockquote></p><p> This is a young, disruptive company that's in growth mode, with a low-expense business model and high earnings potential, that will soon be profitable. If you are looking for a growth stock with long-term potential, this Cathie Wood stock -- one she has identified as a fintech innovator -- would not be a bad choice.</p><p><blockquote>这是一家年轻的、颠覆性的公司，正处于增长模式，具有低费用的商业模式和高盈利潜力，很快就会盈利。如果您正在寻找一只具有长期潜力的成长型股票，那么这只Cathie Wood股票（她将其视为金融科技创新者）将是一个不错的选择。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Bill.com the Cathie Wood Stock for You?<blockquote>Bill.com是您的Cathie Wood股票吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Bill.com the Cathie Wood Stock for You?<blockquote>Bill.com是您的Cathie Wood股票吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-04-09 22:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>This fintech has posted a roughly 300% gain since it went public.</p><p><blockquote>这家金融科技公司自上市以来已上涨约300%。</blockquote></p><p> When Cathie Wood adds a stock or increases her positions in one of her portfolios, people pay attention. Wood is the founder and CEO of ARK Invest, a company that runs some of the top-performing exchange-traded funds (ETFs). Her actively managed ETFs -- including&nbsp;<b>ARK Innovation</b>,<b>ARK Genomic Revolution</b>, and&nbsp;<b>ARK Next Generation Internet</b>&nbsp;-- are mostly focused on technology stocks and have all posted huge returns over the past five years.</p><p><blockquote>当凯西·伍德(Cathie Wood)增加一只股票或增加其投资组合中的头寸时，人们会关注。伍德是ARK Invest的创始人兼首席执行官，该公司运营着一些表现最好的交易所交易基金(ETF)。她积极管理的ETF——包括<b>方舟创新</b>,<b>方舟基因组革命</b>，和<b>方舟下一代互联网</b>——大多专注于科技股，并且在过去五年中都取得了巨额回报。</blockquote></p><p> At the end of March, Wood increased her investment in a company called&nbsp;<b>Bill.com</b>(NYSE:BILL)in one of her portfolios,<b>ARK Fintech Innovation</b>. It caught our attention, so let's take a look at the stock to see if it's one you should consider buying.</p><p><blockquote>3月底，伍德增加了对一家名为<b>Bill.com</b>（纽约证券交易所代码：BILL）在她的一个投资组合中，<b>方舟金融科技创新</b>.它引起了我们的注意，所以让我们看看这只股票，看看它是否是您应该考虑购买的股票。</blockquote></p><p> <b>On cloud nine</b></p><p><blockquote><b>九霄云外</b></blockquote></p><p> Bill.com's cloud-based platform simplifies billing, payment processing, accounting, and other back-office operations for small- and mid-sized business. The platform uses artificial intelligence (AI) and machine learning to streamline the invoicing and bill paying process -- essentially, it allows companies to automate these jobs, saving money on doing it in-house.</p><p><blockquote>Bill.com基于云的平台简化了中小型企业的计费、支付处理、会计和其他后台操作。该平台使用人工智能（AI）和机器学习来简化发票和账单支付流程——本质上，它允许公司自动化这些工作，从而节省内部工作的资金。</blockquote></p><p> Since the company went public in December 2019, its stock price has more than quadrupled, from $36 per share when it started trading to more than $157 at Thursday's close. It gained 171% in 2020 and is up more than 15% year to date in 2021.</p><p><blockquote>自该公司2019年12月上市以来，其股价已翻了两番多，从开始交易时的每股36美元涨至周四收盘时的每股157美元以上。该股在2020年上涨了171%，2021年迄今上涨了15%以上。</blockquote></p><p> The company makes money mostly on subscriptions its clients pay for the service, so it's a reliable, repeatable income stream that grows as it adds clients. The company also makes a far smaller percentage of revenue on interest earned holding funds for clients. In the fiscal second quarter, which ended Dec. 31, revenue spiked 38% year over year to $54 million, with $52.3 million coming from subscription and transaction fees.</p><p><blockquote>该公司主要通过客户为服务付费的订阅来赚钱，因此这是一个可靠、可重复的收入来源，随着客户的增加而增长。该公司为客户持有基金所赚取的利息收入比例也要小得多。在截至12月31日的第二财季，收入同比飙升38%至5400万美元，其中5230万美元来自订阅和交易费用。</blockquote></p><p> The company is not yet profitable, posting a net loss of $17.2 million in the quarter, but it posted a huge gross margin of 75%, which is the revenue after subtracting the cost of producing the item being sold. So while it may not be profitable for a few more quarters. But once its investments in its technology and operations increase operating efficiency, those high gross margins will eventually translate into high profit margins.</p><p><blockquote>该公司尚未盈利，本季度净亏损1720万美元，但毛利率高达75%，这是减去所售商品的生产成本后的收入。因此，虽然它可能在未来几个季度内无法盈利。但一旦其对技术和运营的投资提高了运营效率，这些高毛利率最终将转化为高利润率。</blockquote></p><p> <b>Pardon the disruption</b></p><p><blockquote><b>抱歉打扰了</b></blockquote></p><p> Bill.com has more than 100,000 customers, up nearly 30% from the previous year. While this is a very competitive space,Bill.com is a disruptor, and there is a huge market opportunity. As my Foolish colleagues&nbsp;Jason Moser and Matthew Frankel&nbsp;pointed out in a recent podcast, there are 20 million small- and mid-sized businesses and an addressable market of $30 billion globally, including $9 billion in the U.S.</p><p><blockquote>Bill.com拥有超过10万名客户，比上年增长近30%。虽然这是一个竞争非常激烈的领域，但Bill.com是一个颠覆者，存在巨大的市场机会。正如我愚蠢的同事杰森·莫泽和马修·弗兰克尔在最近的播客中指出的那样，全球有2000万家中小企业和300亿美元的潜在市场，其中美国有90亿美元。</blockquote></p><p> But founder and CEO Rene Lacerte thinks of the&nbsp;fintech&nbsp;not just in terms of customers, but of the network of 2.5 million \"members,\" including the users and partners of all of its clients. \"We believe we are the leading digital B2B payments platform for SMBs (small and mid-sized businesses) and operate one of the largest B2B networks in the United States,\" Lacerte said on the&nbsp;most recent earnings call. That is a huge network of users on which to grow. The bigger the network, the more potential value it has for its members. Also, this growth allows Bill.com the opportunity to form deeper relationships with those on the network, offering additional products and services.</p><p><blockquote>但创始人兼首席执行官Rene Lacerte不仅从客户的角度看待金融科技，还从250万“会员”的角度看待金融科技，包括所有客户的用户和合作伙伴。Lacerte在最近的财报看涨期权上表示：“我们相信我们是SMB（中小型企业）领先的数字B2B支付平台，并运营着美国最大的B2B网络之一。”这是一个巨大的用户网络，可以在此基础上成长。网络越大，对其成员的潜在价值就越大。此外，这种增长使Bill.com有机会与网络上的人建立更深层次的关系，提供额外的产品和服务。</blockquote></p><p> Bill.com's other potential competitive advantage is its AI, which gets more intuitive and robust the more customers it gets and the more data it gathers. The better the AI, the more efficient, convenient and useful the service becomes.</p><p><blockquote>Bill.com的另一个潜在竞争优势是其人工智能，它获得的客户越多，收集的数据越多，人工智能就会变得更加直观和强大。人工智能越好，服务就变得越高效、越方便、越有用。</blockquote></p><p> This is a young, disruptive company that's in growth mode, with a low-expense business model and high earnings potential, that will soon be profitable. If you are looking for a growth stock with long-term potential, this Cathie Wood stock -- one she has identified as a fintech innovator -- would not be a bad choice.</p><p><blockquote>这是一家年轻的、颠覆性的公司，正处于增长模式，具有低费用的商业模式和高盈利潜力，很快就会盈利。如果您正在寻找一只具有长期潜力的成长型股票，那么这只Cathie Wood股票（她将其视为金融科技创新者）将是一个不错的选择。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/04/09/is-billcom-the-cathie-wood-stock-for-you/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","ARKG":"ARK Genomic Revolution ETF","ARKW":"ARK Next Generation Internet ETF","BILL":"BILL HOLDINGS INC"},"source_url":"https://www.fool.com/investing/2021/04/09/is-billcom-the-cathie-wood-stock-for-you/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106014844","content_text":"This fintech has posted a roughly 300% gain since it went public.\nWhen Cathie Wood adds a stock or increases her positions in one of her portfolios, people pay attention. Wood is the founder and CEO of ARK Invest, a company that runs some of the top-performing exchange-traded funds (ETFs). Her actively managed ETFs -- including ARK Innovation,ARK Genomic Revolution, and ARK Next Generation Internet -- are mostly focused on technology stocks and have all posted huge returns over the past five years.\nAt the end of March, Wood increased her investment in a company called Bill.com(NYSE:BILL)in one of her portfolios,ARK Fintech Innovation. It caught our attention, so let's take a look at the stock to see if it's one you should consider buying.\nOn cloud nine\nBill.com's cloud-based platform simplifies billing, payment processing, accounting, and other back-office operations for small- and mid-sized business. The platform uses artificial intelligence (AI) and machine learning to streamline the invoicing and bill paying process -- essentially, it allows companies to automate these jobs, saving money on doing it in-house.\nSince the company went public in December 2019, its stock price has more than quadrupled, from $36 per share when it started trading to more than $157 at Thursday's close. It gained 171% in 2020 and is up more than 15% year to date in 2021.\nThe company makes money mostly on subscriptions its clients pay for the service, so it's a reliable, repeatable income stream that grows as it adds clients. The company also makes a far smaller percentage of revenue on interest earned holding funds for clients. In the fiscal second quarter, which ended Dec. 31, revenue spiked 38% year over year to $54 million, with $52.3 million coming from subscription and transaction fees.\nThe company is not yet profitable, posting a net loss of $17.2 million in the quarter, but it posted a huge gross margin of 75%, which is the revenue after subtracting the cost of producing the item being sold. So while it may not be profitable for a few more quarters. But once its investments in its technology and operations increase operating efficiency, those high gross margins will eventually translate into high profit margins.\nPardon the disruption\nBill.com has more than 100,000 customers, up nearly 30% from the previous year. While this is a very competitive space,Bill.com is a disruptor, and there is a huge market opportunity. As my Foolish colleagues Jason Moser and Matthew Frankel pointed out in a recent podcast, there are 20 million small- and mid-sized businesses and an addressable market of $30 billion globally, including $9 billion in the U.S.\nBut founder and CEO Rene Lacerte thinks of the fintech not just in terms of customers, but of the network of 2.5 million \"members,\" including the users and partners of all of its clients. \"We believe we are the leading digital B2B payments platform for SMBs (small and mid-sized businesses) and operate one of the largest B2B networks in the United States,\" Lacerte said on the most recent earnings call. That is a huge network of users on which to grow. The bigger the network, the more potential value it has for its members. Also, this growth allows Bill.com the opportunity to form deeper relationships with those on the network, offering additional products and services.\nBill.com's other potential competitive advantage is its AI, which gets more intuitive and robust the more customers it gets and the more data it gathers. The better the AI, the more efficient, convenient and useful the service becomes.\nThis is a young, disruptive company that's in growth mode, with a low-expense business model and high earnings potential, that will soon be profitable. If you are looking for a growth stock with long-term potential, this Cathie Wood stock -- one she has identified as a fintech innovator -- would not be a bad choice.","news_type":1,"symbols_score_info":{"ARKW":0.9,"ARKG":0.9,"ARKK":0.9,"BILL":0.9}},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813899783,"gmtCreate":1630163701842,"gmtModify":1704956665963,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Pls like n comments&nbsp;","listText":"Pls like n comments&nbsp;","text":"Pls like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/813899783","repostId":"2162733980","repostType":4,"isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803676954,"gmtCreate":1627438588478,"gmtModify":1633764977040,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Pls like n comments&nbsp;","listText":"Pls like n comments&nbsp;","text":"Pls like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/803676954","repostId":"2154991792","repostType":4,"isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885906107,"gmtCreate":1631749429609,"gmtModify":1631890719816,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Emphasis on booster to earn much more","listText":"Emphasis on booster to earn much more","text":"Emphasis on booster to earn much more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/885906107","repostId":"2167059010","repostType":4,"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836500972,"gmtCreate":1629504715396,"gmtModify":1633684434902,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Pls like n comments&nbsp;","listText":"Pls like n comments&nbsp;","text":"Pls like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/836500972","repostId":"2161743232","repostType":4,"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105157394,"gmtCreate":1620281454718,"gmtModify":1634206390783,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Pls response&nbsp;","listText":"Pls response&nbsp;","text":"Pls response","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/105157394","repostId":"1176324368","repostType":4,"repost":{"id":"1176324368","kind":"news","pubTimestamp":1620270393,"share":"https://www.laohu8.com/m/news/1176324368?lang=zh_CN&edition=full","pubTime":"2021-05-06 11:06","market":"us","language":"en","title":"Cathie Wood continues to add shares of Skillz and Palantir<blockquote>Cathie Wood继续增持Skillz和Palantir的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176324368","media":"seeking alpha","summary":"Cathie Wood's ARK Invest continues to add shares of Skillz Inc.(NYSE:SKLZ)and Palantir Technologies ","content":"<p><ul><li>Cathie Wood's ARK Invest continues to add shares of Skillz Inc.(NYSE:SKLZ)and Palantir Technologies Inc.(NYSE:PLTR)to their actively&nbsp;managed exchange-traded funds. Yesterday, ARK Invest purchased over 3M shares of SKLZ and over 1.5M shares of PLTR.</li><li>Cathie Wood has added 2.7M shares of SKLZ to ARK Innovation ETF(NYSEARCA:ARKK)and 354K shares to ARK Next Generation Internet ETF(NYSEARCA:ARKW). SKLZ&nbsp;missed EPS by $0.02 and beat on revenue&nbsp;yesterday.</li><li>Examining PLTR, Wood added all shares right to ARKK, which now represents 1.48% of ARKK's holdings.</li><li>PLTR is also&nbsp;+116.00%&nbsp;since its launch back in September of 2020, but is now down nearly&nbsp;-52.00%&nbsp;since its all-time high back in January of this year.</li><li>Yesterday's Nasdaq sell&nbsp;off hit some growth ETFs, but Nasdaq futures are up so far&nbsp;+0.67%&nbsp;in pre-market trading.</li><li>ARKK is&nbsp;+1.54%&nbsp;in pre-market trading and closed yesterday at&nbsp;-3.10%.</li><li>ARKW is&nbsp;+1.69%&nbsp;in pre-market trading and closed yesterday at&nbsp;-2.71%.</li><li>SKLZ is&nbsp;+2.66%&nbsp;in pre-market trading and closed yesterday at&nbsp;-1.83%.</li><li>PLTR is&nbsp;+1.02%&nbsp;in pre-market trading and closed yesterday at&nbsp;-2.96%.</li><li>Cathie Wood's continued purchase of COIN shares now places ARK Invest with over $750M in total value in COIN versus all other ETFs combined, which essentially have $100M in total value.</li></ul></p><p><blockquote><ul><li>Cathie Wood的ARK Invest继续将Skillz Inc.（纽约证券交易所代码：SKLZ）和Palantir Technologies Inc.（纽约证券交易所代码：PLTR）的股票添加到其主动管理的交易所交易基金中。昨天，ARK Invest购买了超过300万股SKLZ和超过150万股PLTR。</li><li>Cathie Wood已向ARK Innovation ETF(NYSEARCA：ARKK)添加了270万股SKLZ，并向ARK下一代互联网ETF(NYSEARCA：ARKW)添加了35.4万股。SKLZ昨天每股收益落后0.02美元，但营收却超出预期。</li><li>在检查PLTR时，Wood将所有股份权添加到ARKK，目前占ARKK持股的1.48%。</li><li>自2020年9月推出以来，PLTR也上涨了116.00%，但自今年1月的历史高点以来，现在下跌了近-52.00%。</li><li>昨天的纳斯达克抛售打击了一些成长型ETF，但纳斯达克期货迄今在盘前交易中上涨了+0.67%。</li><li>ARKK在盘前交易中上涨1.54%，昨天收于-3.10%。</li><li>ARKW在盘前交易中上涨1.69%，昨天收于-2.71%。</li><li>SKLZ在盘前交易中上涨2.66%，昨天收于-1.83%。</li><li>PLTR在盘前交易中上涨1.02%，昨天收于-2.96%。</li><li>Cathie Wood继续购买COIN股票，目前ARK Invest的COIN总价值超过7.5亿美元，而所有其他ETF的总价值基本上为1亿美元。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood continues to add shares of Skillz and Palantir<blockquote>Cathie Wood继续增持Skillz和Palantir的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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Yesterday, ARK Invest purchased over 3M shares of SKLZ and over 1.5M shares of PLTR.</li><li>Cathie Wood has added 2.7M shares of SKLZ to ARK Innovation ETF(NYSEARCA:ARKK)and 354K shares to ARK Next Generation Internet ETF(NYSEARCA:ARKW). SKLZ&nbsp;missed EPS by $0.02 and beat on revenue&nbsp;yesterday.</li><li>Examining PLTR, Wood added all shares right to ARKK, which now represents 1.48% of ARKK's holdings.</li><li>PLTR is also&nbsp;+116.00%&nbsp;since its launch back in September of 2020, but is now down nearly&nbsp;-52.00%&nbsp;since its all-time high back in January of this year.</li><li>Yesterday's Nasdaq sell&nbsp;off hit some growth ETFs, but Nasdaq futures are up so far&nbsp;+0.67%&nbsp;in pre-market trading.</li><li>ARKK is&nbsp;+1.54%&nbsp;in pre-market trading and closed yesterday at&nbsp;-3.10%.</li><li>ARKW is&nbsp;+1.69%&nbsp;in pre-market trading and closed yesterday at&nbsp;-2.71%.</li><li>SKLZ is&nbsp;+2.66%&nbsp;in pre-market trading and closed yesterday at&nbsp;-1.83%.</li><li>PLTR is&nbsp;+1.02%&nbsp;in pre-market trading and closed yesterday at&nbsp;-2.96%.</li><li>Cathie Wood's continued purchase of COIN shares now places ARK Invest with over $750M in total value in COIN versus all other ETFs combined, which essentially have $100M in total value.</li></ul></p><p><blockquote><ul><li>Cathie Wood的ARK Invest继续将Skillz Inc.（纽约证券交易所代码：SKLZ）和Palantir Technologies Inc.（纽约证券交易所代码：PLTR）的股票添加到其主动管理的交易所交易基金中。昨天，ARK Invest购买了超过300万股SKLZ和超过150万股PLTR。</li><li>Cathie Wood已向ARK Innovation ETF(NYSEARCA：ARKK)添加了270万股SKLZ，并向ARK下一代互联网ETF(NYSEARCA：ARKW)添加了35.4万股。SKLZ昨天每股收益落后0.02美元，但营收却超出预期。</li><li>在检查PLTR时，Wood将所有股份权添加到ARKK，目前占ARKK持股的1.48%。</li><li>自2020年9月推出以来，PLTR也上涨了116.00%，但自今年1月的历史高点以来，现在下跌了近-52.00%。</li><li>昨天的纳斯达克抛售打击了一些成长型ETF，但纳斯达克期货迄今在盘前交易中上涨了+0.67%。</li><li>ARKK在盘前交易中上涨1.54%，昨天收于-3.10%。</li><li>ARKW在盘前交易中上涨1.69%，昨天收于-2.71%。</li><li>SKLZ在盘前交易中上涨2.66%，昨天收于-1.83%。</li><li>PLTR在盘前交易中上涨1.02%，昨天收于-2.96%。</li><li>Cathie Wood继续购买COIN股票，目前ARK Invest的COIN总价值超过7.5亿美元，而所有其他ETF的总价值基本上为1亿美元。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://cms.laohu8.com/web/news/detail-add\">seeking alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","PLTR":"Palantir Technologies Inc.","SKLZ":"Skillz Inc"},"source_url":"https://cms.laohu8.com/web/news/detail-add","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176324368","content_text":"Cathie Wood's ARK Invest continues to add shares of Skillz Inc.(NYSE:SKLZ)and Palantir Technologies Inc.(NYSE:PLTR)to their actively managed exchange-traded funds. Yesterday, ARK Invest purchased over 3M shares of SKLZ and over 1.5M shares of PLTR.Cathie Wood has added 2.7M shares of SKLZ to ARK Innovation ETF(NYSEARCA:ARKK)and 354K shares to ARK Next Generation Internet ETF(NYSEARCA:ARKW). SKLZ missed EPS by $0.02 and beat on revenue yesterday.Examining PLTR, Wood added all shares right to ARKK, which now represents 1.48% of ARKK's holdings.PLTR is also +116.00% since its launch back in September of 2020, but is now down nearly -52.00% since its all-time high back in January of this year.Yesterday's Nasdaq sell off hit some growth ETFs, but Nasdaq futures are up so far +0.67% in pre-market trading.ARKK is +1.54% in pre-market trading and closed yesterday at -3.10%.ARKW is +1.69% in pre-market trading and closed yesterday at -2.71%.SKLZ is +2.66% in pre-market trading and closed yesterday at -1.83%.PLTR is +1.02% in pre-market trading and closed yesterday at -2.96%.Cathie Wood's continued purchase of COIN shares now places ARK Invest with over $750M in total value in COIN versus all other ETFs combined, which essentially have $100M in total value.","news_type":1,"symbols_score_info":{"PLTR":0.9,"ARKK":0.9,"SKLZ":0.9}},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":853530154,"gmtCreate":1634823253190,"gmtModify":1634823253853,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Pls like comments&nbsp;","listText":"Pls like comments&nbsp;","text":"Pls like comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/853530154","repostId":"1181541512","repostType":4,"repost":{"id":"1181541512","kind":"news","pubTimestamp":1634821766,"share":"https://www.laohu8.com/m/news/1181541512?lang=zh_CN&edition=full","pubTime":"2021-10-21 21:09","market":"us","language":"en","title":"Tesla Shares Shrug As Musk-Less Call Offers Dry Details On Expansion, Insurance, Full Self Driving<blockquote>没有马斯克的看涨期权提供了有关扩张、保险、全自动驾驶的枯燥细节，特斯拉股价耸耸肩</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181541512","media":"zerohedge","summary":"If you noticed there was a lack of mumbling, half-sentences and outright bullshiton the Tesla confer","content":"<p>If you noticed there was a lack of mumbling, half-sentences and outright&nbsp;<i>bullshit</i>on the Tesla conference call last night, it may have something to do with the fact that CEO Elon Musk didn't make an appearance on the call. It marks the first time in the company's history that Musk was not on the conference call.</p><p><blockquote>如果你注意到没有喃喃自语、半句话和直截了当的话<i>胡说</i>在昨晚的特斯拉电话会议上，可能与CEO Elon Musk没有在看涨期权露面有关。这标志着该公司历史上马斯克首次不在电话会议。</blockquote></p><p> Of course, the positive of Musk not being on the call is that whoever is acting as the company's general counsel that week can likely breathe a sign of relief. The negative is that most of the company's cultist supporters, who turn in to hear every last brain fart that Musk is able to conjure up on the fly, may be disappointed.</p><p><blockquote>当然，马斯克不在看涨期权的好处是，无论谁在那一周担任公司总法律顾问，都可能松一口气。消极的一面是，该公司的大多数狂热支持者可能会感到失望，他们会收听马斯克能够在飞行中变出的最后一个大脑屁。</blockquote></p><p> Or, as&nbsp;Reuters put it, Musk's absence is \"likely to turn Tesla's quarterly calls into more staid reviews of business than unpredictable platforms for the celebrity CEO's latest thoughts.\" Musk follows in the footsteps of executives like Jeff Bezos and Steve Jobs, who would also routinely opt-out of their respective companies' conference calls.</p><p><blockquote>或者，正如路透社所说，马斯克的缺席“可能会将特斯拉的季度评级变成更稳重的业务回顾，而不是这位名人首席执行官最新想法的不可预测的平台。”马斯克追随杰夫·贝索斯和史蒂夫·乔布斯等高管的脚步，他们也经常选择退出各自公司的评级会议。</blockquote></p><p> Musk had warned over the summer that&nbsp;\"unless there's something really important that I need to say,\" he wouldn't be on the calls going forward. Musk has recently been directing a lot of his focus to SpaceX.&nbsp;The call itself touched on a number of topics.</p><p><blockquote>马斯克今年夏天曾警告称，“除非我有非常重要的事情需要说”，否则他不会继续留在评级。马斯克最近把很多注意力都放在了SpaceX上。看涨期权本身也触及了很多话题。</blockquote></p><p> Speaking about&nbsp;<b>expansion</b>, CFO Zach Kirkhorn said:</p><p><blockquote>说到<b>扩大</b>，首席财务官扎克·柯克霍恩表示：</blockquote></p><p>   Our goal as a Company here is to grow on an average pace of 50% per year. And so, you can extrapolate that out. There may be some periods of time in which we're well ahead of that. There could be some periods of time, despite best efforts, where we're slightly lower than that. But that remains the long-term goal of the Company. In Fremont, we're continuing to push the boundaries of what's possible there. Over the last 12 months, we've done about 430,000 cars of production. And based upon everything that we know in the factory where the bottlenecks are, what the potential is, we’re targeting to increase that another 50%.    ...    Austin and Berlin are interesting factories because our first iterations of capacity there are on Model Y. But we've intentionally set these factories and locations in which they have a quite significant amount of land and ability to expand. And so, we'll take Model Y at these factories. We're trying to get to 5,000 cars a week as soon as we can. And then we'll continue to push beyond that, potentially even getting to 10,000 cars per week at those factories. And then we will add Cybertruck here in Austin and continue to grow from there.  Executives also seemed to take a&nbsp;<b>kinder tone to the NHTSA investigation</b>&nbsp;than CEO Musk may have. Lars Moravy, when asked about the investigation, replied:</p><p><blockquote>作为一家公司，我们的目标是以平均每年50%的速度增长。所以，你可以推断出来。可能有一些时期我们远远领先于此。尽管我们尽了最大努力，但在某些时期，我们的价格可能会略低于这个水平。但这仍然是公司的长期目标。在弗里蒙特，我们继续拓展那里的可能性。在过去的12个月里，我们生产了约430,000辆汽车。根据我们对工厂的所有了解，瓶颈在哪里，潜力是什么，我们的目标是再增加50%。...奥斯汀和柏林是有趣的工厂，因为我们在那里的第一次产能迭代是在Model Y上。但我们有意将这些工厂和地点设置在它们拥有大量土地和扩张能力的地方。因此，我们将在这些工厂生产Model Y。我们正在努力尽快达到每周5,000辆汽车的数量。然后我们将继续超越这一目标，甚至有可能在这些工厂每周生产10,000辆汽车。然后我们将在奥斯汀增加Cybertruck，并从那里继续发展。高管们似乎也采取了<b>对国家公路交通安全管理局的调查采取更友善的态度</b>比首席执行官马斯克可能拥有的还要多。当被问及调查情况时，拉尔斯·莫拉维回答道：</blockquote></p><p>   As we have been for years, we always engage with NHTSA and other worldwide regulatory bodies to share our knowledge and to work with them on our approaches on both active and passive safety.&nbsp;There are ongoing regulatory inquiries taking place all the time, and especially on the subjects. FSD, they're at the cutting edge of technology development. During these investigations, my team, myself, are always cooperative as much as possible.    We expect and embrace the scrutiny of these products and know that the truth about their performance and the innovations our products have will ultimately be all that matters. In the end then as I've said on previous calls, we take safety as a top priority in all our designs. This is because our primary motivation is from an -- coming from a team of incredible engineers designing software and hardware that saves lives and prevents injuries.    And doing so, we'll continue to be transparent to the public on how our technology is both developing from an autopilot safety data, the latest of which we just shared in the shareholder update. And you can also see in review a wide variety of customer post FSD videos on social media.  They also addressed&nbsp;<b>longer wait times for service</b>&nbsp;across the country and in Europe. CFO Kirkhorn said:</p><p><blockquote>多年来，我们始终与NHTSA和其他全球监管机构合作，分享我们的知识，并与他们合作研究我们在主动和被动安全方面的方法。监管调查一直在进行，尤其是在这些主题上。FSD，他们处于技术开发的前沿。在这些调查过程中，我的团队，我自己，总是尽可能地合作。我们期待并接受对这些产品的审查，并且知道它们的性能和我们产品的创新的真相最终才是最重要的。最后，正如我在之前的评级上所说，我们将安全作为所有设计的重中之重。这是因为我们的主要动机来自一个令人难以置信的工程师团队，他们设计了拯救生命和防止伤害的软件和硬件。通过这样做，我们将继续向公众透明地了解我们的技术是如何根据自动驾驶仪安全数据发展的，我们刚刚在股东更新中分享了最新的数据。您还可以在评论中看到各种客户在社交媒体上发布的FSD视频。他们还谈到<b>服务等待时间更长</b>在全国和欧洲。首席财务官柯克霍恩表示：</blockquote></p><p></p><p>   We have seen an increase in service late times throughout the summer, and there's a couple of things that have contributed to that based upon the information that we had. The first is that I think this is not -- this is not unique to us is that the return to some sense of normalcy in a post-pandemic world has happened I think more quickly than most people expected.    And what we're seeing here is that the number of miles that people are driving has increased. There may have been some demand for service during 2020 or in the early parts of 2021 that customers put off. And so, there's a bit of a catch-up that's occurring that has increased demand for service.    At the same time, in the macro-environment here, logistics, moving parts, sourcing parts, has become increasingly more difficult, which is a well-known issue in the world right now, as well as challenges in the labor market. And so, there's this simultaneous increase in demand for service, where the ability to supply that service has been impacted for the reasons I mentioned.    And so, we saw an uptick primarily in Europe and North America and service wait times over the course of the summer. And we've been working extremely hard since then to address this.  Kirkhorn ducked a question about&nbsp;<b>Full Self Driving</b>&nbsp;pricing:</p><p><blockquote>我们已经看到整个夏季后期的服务有所增加，根据我们掌握的信息，有几件事促成了这一点。首先，我认为这不是——这不是我们独有的，我认为大流行后世界恢复某种常态的速度比大多数人预期的要快。我们在这里看到的是人们驾驶的里程数增加了。在2020年或2021年初，客户可能会推迟一些服务需求。因此，有一点追赶正在发生，增加了对服务的需求。与此同时，在这里的宏观环境下，物流、移动零件、采购零件变得越来越困难，这是目前世界上众所周知的问题，也是劳动力市场的挑战。因此，对服务的需求同时增加，由于我提到的原因，提供服务的能力受到了影响。因此，我们主要在欧洲和北美看到服务等待时间有所增加。从那时起，我们一直在非常努力地解决这个问题。柯克霍恩回避了一个关于<b>全自动驾驶</b>定价：</blockquote></p><p>   I'll take the second part of the question first,   <b>we won't be providing any forward-looking commentary</b>on our pricing strategy or what may happen here over the near term. With respect to the first part of the question, it has been an interesting thing for us to impact within the Company.  He also talked about the coming&nbsp;<b>Tesla insurance product</b>, which will take Tesla's \"Safety Score\" that it is using to grade FSD beta testers and use it ostensibly to price insurance:</p><p><blockquote>我先回答问题的第二部分，<b>我们不会提供任何前瞻性评论</b>关于我们的定价策略或短期内可能发生的事情。关于问题的第一部分，对我们来说，在公司内部产生影响是一件有趣的事情。他还谈到了即将到来的<b>特斯拉保险产品</b>，它将采用特斯拉用于对FSD beta测试人员进行评级的“安全评分”，并表面上用于为保险定价：</blockquote></p><p>   At Tesla, because our cars are connected, because they are essentially computers on wheels, there's enormous amounts of data that we have available to us to be able to assess the attributes of a driver who's operating that car, and whether those attributes correlate with safety. Because we do get a signal when a car has been in an accident. So, we've been spending our time looking at hundreds of different variables and also looking at billions of miles of driving history. And we've been able to fit a model that is able to predict with decent accuracy the probability of collision over a period of time. And the model is not perfect.    The model is a function of the data that we have available. That dataset continues to grow. We continue to experiment with new variables, but we do have a model that works pretty well, so far. And from that model being able to predict frequency of collision, we can then align that against the price curve.   <b>And we can have individualized pricing integrated into the car, integrated into the app, integrated into that customer's experience.</b>With the feedback loop back to the customer on how they are driving after every drive, the attributes that they were successful on or unsuccessful on, and the tips of things that they can do to improve their safety.  Kirkhorn also addressed potential costs rising as a result of growing raw material pricing:</p><p><blockquote>在特斯拉，因为我们的汽车是联网的，因为它们本质上是轮子上的计算机，所以我们可以获得大量数据来评估驾驶汽车的驾驶员的属性，以及这些属性是否与安全相关。因为当汽车发生事故时，我们确实会收到信号。因此，我们一直在花时间研究数百个不同的变量，也研究数十亿英里的驾驶历史。我们已经能够拟合一个模型，能够相当准确地预测一段时间内的碰撞概率。而且模型并不完美。该模型是我们现有数据的函数。该数据集继续增长。我们继续尝试新的变量，但到目前为止，我们确实有一个运行良好的模型。根据能够预测碰撞频率的模型，我们可以将其与价格曲线进行比较。<b>我们可以将个性化定价集成到汽车、应用程序、客户体验中。</b>每次驾驶后都会向客户反馈他们的驾驶情况、他们成功或不成功的属性，以及他们可以采取哪些措施来提高安全性。柯克霍恩还谈到了原材料价格上涨导致的潜在成本上升：</blockquote></p><p>   Our primary exposure right now is around nickel and aluminum, nickel on the cell, aluminum on non-cell. And we have a mixture of contracts with various suppliers. In some materials, we contract directly and we have full exposure to price fluctuations. We do have a number of long-term commitments and long-term contracts in place. We also have contracts where there's some amount of cost -sharing based upon the movement of indexes. And so, as these have been moving, some of those costs have been flowing through to us. It's unsubstantial amount of cost, but it's not small.    As we look towards the next year,   <b>I certainly hope it doesn't play out this way, but it's possible that we continue to see more of cost headwind</b>, as a result of these movements. It's difficult to say precisely, but the volatility in the increases are just substantial. So substantial. And there are certain suppliers that maybe up to a certain point have been absorbing some of the increase.  And finally he praised the company's supply chain team for&nbsp;<b>navigating the chip crisis</b>:</p><p><blockquote>我们目前主要接触的是镍和铝，电池上的镍，非电池上的铝。我们与各种供应商签订了混合合同。在某些材料中，我们直接签订合同，我们完全面临价格波动的风险。我们确实有许多长期承诺和长期合同。我们还签订了根据指数变动进行一定程度成本分摊的合同。因此，随着这些成本的转移，其中一些成本已经流向了我们。这是一笔微不足道的费用，但也不小。展望下一年，<b>我当然希望事情不会以这种方式发展，但我们可能会继续看到更多的成本阻力</b>，作为这些运动的结果。很难说清楚，但增长的波动性是巨大的。如此充实。某些供应商可能在某种程度上已经吸收了部分增长。最后他赞扬了公司的供应链团队<b>应对芯片危机</b>：</blockquote></p><p>   I want to thank our supply chain team for their incredible work and our production teams for showing impressive flexibility as we make adjustments real-time.   <b>These teams' expertise in the chip industry across all tiers has made a huge difference</b>in managing through these challenges. Additionally, we never reduced our production forecast with our suppliers as we're adding capacity as quickly as possible.  Analysts also weighed in on Thursday morning with their take on both the report, and the call. Courtesy of&nbsp;<i><b>Bloomberg</b></i>, here are their takes:</p><p><blockquote>我要感谢我们的供应链团队所做的令人难以置信的工作，以及我们的生产团队在我们实时进行调整时表现出的令人印象深刻的灵活性。<b>这些团队在芯片行业各个层面的专业知识产生了巨大的影响</b>应对这些挑战。此外，我们从未降低对供应商的产量预测，因为我们正在尽快增加产能。周四上午，分析师也发表了对该报告和《看涨期权》的看法。由<i><b>彭博社</b></i>，以下是他们的镜头：</blockquote></p><p>   <ul>   <li><b>Cowen (Marketperform, PT to $625 from $580)</b></p><p><blockquote><ul><li><b>Cowen（Marketperform，PT从580美元涨至625美元）</b></li></ul></blockquote></p><p></p><p>    <ul>     <li>Says guidance continues to be “vague,” highlights wide gap between Tesla’s “over 50% delivery growth in ‘22” target and consensus for more than 70% growth</p><p><blockquote><ul><li>表示指导仍然“模糊”，强调特斯拉“22年交付增长超过50%”的目标与增长超过70%的共识之间存在巨大差距</li></ul></blockquote></p><p></li>    </ul></li>   <li><b>Morgan Stanley (Overweight, PT $900)</b></p><p><blockquote><li><b>摩根士丹利（跑赢大盘，PT$900）</b></li></blockquote></p><p>    <ul>     <li>Says annualized Ebitda approaching $13b, closing in on levels of GM and Ford, but notes revenue being just a fraction of those traditional automakers</p><p><blockquote><ul><li>表示年化Ebitda接近13b美元，接近通用汽车和福特的水平，但指出收入只是这些传统汽车制造商的一小部分</li></ul></blockquote></p><p></li>     <li>Says lowering dependency on Fremont plan is a further plus for margins</p><p><blockquote><li>表示降低对弗里蒙特计划的依赖将进一步提高利润率</li></blockquote></p><p></li>    </ul></li>   <li><b>Wedbush (Outperform, PT to $1,100 from $1,000)</b></p><p><blockquote><li><b>Wedbush（跑赢大盘，PT从1,000美元升至1,100美元）</b></li></blockquote></p><p>    <ul>     <li>“We also believe the scale and scope of Giga Austin will enable Tesla to further expand margins markedly over time and will alleviate the supply bottleneck”</p><p><blockquote><ul><li>“我们还相信，Giga Austin的规模和范围将使特斯拉能够随着时间的推移进一步显着扩大利润率，并将缓解供应瓶颈”</li></ul></blockquote></p><p></li>     <li>Sees China representing 40%+ of global deliveries for Tesla in 2022</p><p><blockquote><li>预计2022年中国将占特斯拉全球交付量的40%以上</li></blockquote></p><p></li>    </ul></li>   <li><b>Piper Sandler (Overweight, Street high PT $1,200)</b></p><p><blockquote><li><b>Piper Sandler（跑赢大盘，Street high PT$1,200）</b></li></blockquote></p><p>    <ul>     <li>On margins, says 3Q will probably represent “the high-water mark,” at least for the next few quarters</p><p><blockquote><ul><li>他表示，就利润率而言，第三季度可能代表“高水位”，至少在未来几个季度是如此</li></ul></blockquote></p><p></li>     <li>Cites stock underperformance to rally in run up to the results</p><p><blockquote><li>因股票表现不佳而在业绩公布前上涨</li></blockquote></p><p></li>    </ul></li>   <li><b>JPMorgan (Underweight, PT to $250 from $210)</b></p><p><blockquote><li><b>摩根大通（PT跑输大盘，从210美元涨至250美元）</b></li></blockquote></p><p>    <ul>     <li>Says investors it chatted with were looking for an update on the ramp of production in Austin and Berlin</p><p><blockquote><ul><li>表示与之交谈的投资者正在寻找奥斯汀和柏林产量增长的最新情况</li></ul></blockquote></p><p></li>     <li>Still believes current valuation of over $800b “challenging”</p><p><blockquote><li>仍然认为目前超过800b美元的估值“具有挑战性”</li></blockquote></p><p></li>    </ul></li>  </ul>  Recall, we published a&nbsp;full report on Tesla's Q3 earnings here.</p><p><blockquote>回想一下，我们在这里发布了特斯拉第三季度收益的完整报告。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ef1dc6ea27302a920d2cc27075e2954a\" tg-width=\"1059\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> For the third quarter, Tesla posted:</p><p><blockquote>对于第三季度，特斯拉发布：</blockquote></p><p> <ul>  <li>Revenue $13.76BN,&nbsp;<i><b>missing</b></i>&nbsp;the est $13.91B</p><p><blockquote><ul><li>收入137.6亿美元，<i><b>失踪的</b></i>预计$13.91 B</li></ul></blockquote></p><p></li>  <li>Adjusted EPS $1.86,&nbsp;<i><b>beating</b></i>&nbsp;the est 1.67c</p><p><blockquote><li>调整后每股收益1.86美元，<i><b>殴打</b></i>预计1.67摄氏度</li></blockquote></p><p></li>  <li>Free Cash Flow $1.328BN,&nbsp;<i><b>missing</b></i>&nbsp;the estimate of $1.38BN</p><p><blockquote><li>自由现金流13.28亿美元，<i><b>失踪的</b></i>估计为13.8亿美元</li></blockquote></p><p></li>  <li>Automotive gross margin 30.5%,&nbsp;<i><b>beating</b></i>&nbsp;the estimate of 28.4% and up Y/Y from 27.7%</p><p><blockquote><li>汽车毛利率30.5%，<i><b>殴打</b></i>预期为28.4%，同比高于27.7%</li></blockquote></p><p>   <ul>    <li>GAAP automotive gross margin 28.8%,&nbsp;<i><b>beating</b></i>the estimate of Exp. 26.4%</p><p><blockquote><ul><li>GAAP汽车毛利率28.8%，<i><b>殴打</b></i>Exp的估计。26.4%</li></ul></blockquote></p><p></li>   </ul></li>  <li>CapEx $1.828BN,&nbsp;<i><b>missing</b></i>&nbsp;the estimate of $1.37BN</p><p><blockquote><li>资本支出18.28亿美元，<i><b>失踪的</b></i>估计为13.7亿美元</li></blockquote></p><p></li>  <li>Cash and cash equivalents of $16.065BN,&nbsp;<i><b>missing</b></i>&nbsp;the estimate $16.88 billion</p><p><blockquote><li>现金及现金等价物为160.65亿美元，<i><b>失踪的</b></i>估计为168.8亿美元</li></blockquote></p><p></li> </ul> Tesla said it had its “best-ever” net income, while it actually lowered prices in the third quarter.&nbsp;<b>“Our operating margin reached an all-time high as we continue to reduce cost at a higher rate than declines in ASP,” the company said.</b></p><p><blockquote>特斯拉表示，它的净利润是“有史以来最好的”，而实际上它在第三季度降低了价格。<b>该公司表示：“随着我们继续以高于平均售价下降的速度降低成本，我们的营业利润率达到了历史最高水平。”</b></blockquote></p><p> Of note, unlike previous quarter when virtually all the profit came from the sale of regulatory credits, in Q3 the situation normalized somewhat with just $279MM from regulatory credits, a 30% drop Y/Y and a fraction of the GAAP Net Income of $1.618BN.</p><p><blockquote>值得注意的是，与上一季度几乎所有利润都来自出售监管信贷不同，第三季度的情况有所正常化，监管信贷仅为2.79亿美元，同比下降30%，仅占GAAP净利润16.18亿美元的一小部分。</blockquote></p><p> Amusingly, Tesla announced that in Q3 it suffered a Bitcoin-related impairment of $51M, which however we are confident has been fully reversed by now. Tesla's holdings of “digital assets” totaled $1.26 billion at the end of the quarter. That is down from $1.311 billion in the previous quarter, or $51 million, the amount it reported as a “Bitcoin-related impairment” and which will no appear as a benefit thanks to the surge in the price of bitcoin.</p><p><blockquote>有趣的是，特斯拉宣布第三季度与比特币相关的减值为5100万美元，但我们相信这一减值现已完全扭转。截至本季度末，特斯拉持有的“数字资产”总额为12.6亿美元。这低于上一季度的13.11亿美元，即5100万美元，该公司报告的“比特币相关减值”金额，并且由于比特币价格飙升，该金额不会表现为收益。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b7a251c7dc295e75612621313a58b673\" tg-width=\"500\" tg-height=\"298\" referrerpolicy=\"no-referrer\">The company also reported what we already knew - that it produced and delivered some 240,000 vehicles, while \"reaching an operating margin of 14.6%, exceeding our medium-term guidance of “operating margin in low-teens.” The company proudly noted that \"this level of profitability was achieved while ASP decreased by 6% YoY in Q3 due to continued mix shift towards lower-priced vehicles.\" In Q3, Tesla's operating margin reached an all-time high \"as we continue to reduce cost at a higher rate than declines in ASP. \"</p><p><blockquote>该公司还报告了我们已经知道的情况——它生产和交付了约240,000辆汽车，同时“营业利润率达到14.6%，超过了我们的中期指导”营业利润率在十几岁左右。该公司自豪地指出，“由于产品组合持续转向低价汽车，第三季度平均售价同比下降6%，实现了这一盈利水平。”第三季度，特斯拉的营业利润率达到了历史最高水平，“因为我们继续以高于平均售价下降的速度降低成本”。</blockquote></p><p> Looking ahead, Tesla said that it plans to grow its manufacturing capacity as quickly as possible but the growth will be determined by supply chain shortages: \"Over a multi-year horizon, we expect to achieve 50% average annual growth in vehicle deliveries.&nbsp;<b>The rate of growth will depend on our equipment capacity, operational efficiency and the capacity and stability of the supply chain.\"</b></p><p><blockquote>展望未来，特斯拉表示，计划尽快提高制造能力，但增长将取决于供应链短缺：“在多年的时间里，我们预计汽车交付量将实现50%的年均增长。<b>增长率将取决于我们的设备产能、运营效率以及供应链的产能和稳定性。”</b></blockquote></p><p></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\">\nTesla Shares Shrug As Musk-Less Call Offers Dry Details On Expansion, Insurance, Full Self Driving<blockquote>没有马斯克的看涨期权提供了有关扩张、保险、全自动驾驶的枯燥细节，特斯拉股价耸耸肩</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-10-21 21:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>If you noticed there was a lack of mumbling, half-sentences and outright&nbsp;<i>bullshit</i>on the Tesla conference call last night, it may have something to do with the fact that CEO Elon Musk didn't make an appearance on the call. It marks the first time in the company's history that Musk was not on the conference call.</p><p><blockquote>如果你注意到没有喃喃自语、半句话和直截了当的话<i>胡说</i>在昨晚的特斯拉电话会议上，可能与CEO Elon Musk没有在看涨期权露面有关。这标志着该公司历史上马斯克首次不在电话会议。</blockquote></p><p> Of course, the positive of Musk not being on the call is that whoever is acting as the company's general counsel that week can likely breathe a sign of relief. The negative is that most of the company's cultist supporters, who turn in to hear every last brain fart that Musk is able to conjure up on the fly, may be disappointed.</p><p><blockquote>当然，马斯克不在看涨期权的好处是，无论谁在那一周担任公司总法律顾问，都可能松一口气。消极的一面是，该公司的大多数狂热支持者可能会感到失望，他们会收听马斯克能够在飞行中变出的最后一个大脑屁。</blockquote></p><p> Or, as&nbsp;Reuters put it, Musk's absence is \"likely to turn Tesla's quarterly calls into more staid reviews of business than unpredictable platforms for the celebrity CEO's latest thoughts.\" Musk follows in the footsteps of executives like Jeff Bezos and Steve Jobs, who would also routinely opt-out of their respective companies' conference calls.</p><p><blockquote>或者，正如路透社所说，马斯克的缺席“可能会将特斯拉的季度评级变成更稳重的业务回顾，而不是这位名人首席执行官最新想法的不可预测的平台。”马斯克追随杰夫·贝索斯和史蒂夫·乔布斯等高管的脚步，他们也经常选择退出各自公司的评级会议。</blockquote></p><p> Musk had warned over the summer that&nbsp;\"unless there's something really important that I need to say,\" he wouldn't be on the calls going forward. Musk has recently been directing a lot of his focus to SpaceX.&nbsp;The call itself touched on a number of topics.</p><p><blockquote>马斯克今年夏天曾警告称，“除非我有非常重要的事情需要说”，否则他不会继续留在评级。马斯克最近把很多注意力都放在了SpaceX上。看涨期权本身也触及了很多话题。</blockquote></p><p> Speaking about&nbsp;<b>expansion</b>, CFO Zach Kirkhorn said:</p><p><blockquote>说到<b>扩大</b>，首席财务官扎克·柯克霍恩表示：</blockquote></p><p>   Our goal as a Company here is to grow on an average pace of 50% per year. And so, you can extrapolate that out. There may be some periods of time in which we're well ahead of that. There could be some periods of time, despite best efforts, where we're slightly lower than that. But that remains the long-term goal of the Company. In Fremont, we're continuing to push the boundaries of what's possible there. Over the last 12 months, we've done about 430,000 cars of production. And based upon everything that we know in the factory where the bottlenecks are, what the potential is, we’re targeting to increase that another 50%.    ...    Austin and Berlin are interesting factories because our first iterations of capacity there are on Model Y. But we've intentionally set these factories and locations in which they have a quite significant amount of land and ability to expand. And so, we'll take Model Y at these factories. We're trying to get to 5,000 cars a week as soon as we can. And then we'll continue to push beyond that, potentially even getting to 10,000 cars per week at those factories. And then we will add Cybertruck here in Austin and continue to grow from there.  Executives also seemed to take a&nbsp;<b>kinder tone to the NHTSA investigation</b>&nbsp;than CEO Musk may have. Lars Moravy, when asked about the investigation, replied:</p><p><blockquote>作为一家公司，我们的目标是以平均每年50%的速度增长。所以，你可以推断出来。可能有一些时期我们远远领先于此。尽管我们尽了最大努力，但在某些时期，我们的价格可能会略低于这个水平。但这仍然是公司的长期目标。在弗里蒙特，我们继续拓展那里的可能性。在过去的12个月里，我们生产了约430,000辆汽车。根据我们对工厂的所有了解，瓶颈在哪里，潜力是什么，我们的目标是再增加50%。...奥斯汀和柏林是有趣的工厂，因为我们在那里的第一次产能迭代是在Model Y上。但我们有意将这些工厂和地点设置在它们拥有大量土地和扩张能力的地方。因此，我们将在这些工厂生产Model Y。我们正在努力尽快达到每周5,000辆汽车的数量。然后我们将继续超越这一目标，甚至有可能在这些工厂每周生产10,000辆汽车。然后我们将在奥斯汀增加Cybertruck，并从那里继续发展。高管们似乎也采取了<b>对国家公路交通安全管理局的调查采取更友善的态度</b>比首席执行官马斯克可能拥有的还要多。当被问及调查情况时，拉尔斯·莫拉维回答道：</blockquote></p><p>   As we have been for years, we always engage with NHTSA and other worldwide regulatory bodies to share our knowledge and to work with them on our approaches on both active and passive safety.&nbsp;There are ongoing regulatory inquiries taking place all the time, and especially on the subjects. FSD, they're at the cutting edge of technology development. During these investigations, my team, myself, are always cooperative as much as possible.    We expect and embrace the scrutiny of these products and know that the truth about their performance and the innovations our products have will ultimately be all that matters. In the end then as I've said on previous calls, we take safety as a top priority in all our designs. This is because our primary motivation is from an -- coming from a team of incredible engineers designing software and hardware that saves lives and prevents injuries.    And doing so, we'll continue to be transparent to the public on how our technology is both developing from an autopilot safety data, the latest of which we just shared in the shareholder update. And you can also see in review a wide variety of customer post FSD videos on social media.  They also addressed&nbsp;<b>longer wait times for service</b>&nbsp;across the country and in Europe. CFO Kirkhorn said:</p><p><blockquote>多年来，我们始终与NHTSA和其他全球监管机构合作，分享我们的知识，并与他们合作研究我们在主动和被动安全方面的方法。监管调查一直在进行，尤其是在这些主题上。FSD，他们处于技术开发的前沿。在这些调查过程中，我的团队，我自己，总是尽可能地合作。我们期待并接受对这些产品的审查，并且知道它们的性能和我们产品的创新的真相最终才是最重要的。最后，正如我在之前的评级上所说，我们将安全作为所有设计的重中之重。这是因为我们的主要动机来自一个令人难以置信的工程师团队，他们设计了拯救生命和防止伤害的软件和硬件。通过这样做，我们将继续向公众透明地了解我们的技术是如何根据自动驾驶仪安全数据发展的，我们刚刚在股东更新中分享了最新的数据。您还可以在评论中看到各种客户在社交媒体上发布的FSD视频。他们还谈到<b>服务等待时间更长</b>在全国和欧洲。首席财务官柯克霍恩表示：</blockquote></p><p></p><p>   We have seen an increase in service late times throughout the summer, and there's a couple of things that have contributed to that based upon the information that we had. The first is that I think this is not -- this is not unique to us is that the return to some sense of normalcy in a post-pandemic world has happened I think more quickly than most people expected.    And what we're seeing here is that the number of miles that people are driving has increased. There may have been some demand for service during 2020 or in the early parts of 2021 that customers put off. And so, there's a bit of a catch-up that's occurring that has increased demand for service.    At the same time, in the macro-environment here, logistics, moving parts, sourcing parts, has become increasingly more difficult, which is a well-known issue in the world right now, as well as challenges in the labor market. And so, there's this simultaneous increase in demand for service, where the ability to supply that service has been impacted for the reasons I mentioned.    And so, we saw an uptick primarily in Europe and North America and service wait times over the course of the summer. And we've been working extremely hard since then to address this.  Kirkhorn ducked a question about&nbsp;<b>Full Self Driving</b>&nbsp;pricing:</p><p><blockquote>我们已经看到整个夏季后期的服务有所增加，根据我们掌握的信息，有几件事促成了这一点。首先，我认为这不是——这不是我们独有的，我认为大流行后世界恢复某种常态的速度比大多数人预期的要快。我们在这里看到的是人们驾驶的里程数增加了。在2020年或2021年初，客户可能会推迟一些服务需求。因此，有一点追赶正在发生，增加了对服务的需求。与此同时，在这里的宏观环境下，物流、移动零件、采购零件变得越来越困难，这是目前世界上众所周知的问题，也是劳动力市场的挑战。因此，对服务的需求同时增加，由于我提到的原因，提供服务的能力受到了影响。因此，我们主要在欧洲和北美看到服务等待时间有所增加。从那时起，我们一直在非常努力地解决这个问题。柯克霍恩回避了一个关于<b>全自动驾驶</b>定价：</blockquote></p><p>   I'll take the second part of the question first,   <b>we won't be providing any forward-looking commentary</b>on our pricing strategy or what may happen here over the near term. With respect to the first part of the question, it has been an interesting thing for us to impact within the Company.  He also talked about the coming&nbsp;<b>Tesla insurance product</b>, which will take Tesla's \"Safety Score\" that it is using to grade FSD beta testers and use it ostensibly to price insurance:</p><p><blockquote>我先回答问题的第二部分，<b>我们不会提供任何前瞻性评论</b>关于我们的定价策略或短期内可能发生的事情。关于问题的第一部分，对我们来说，在公司内部产生影响是一件有趣的事情。他还谈到了即将到来的<b>特斯拉保险产品</b>，它将采用特斯拉用于对FSD beta测试人员进行评级的“安全评分”，并表面上用于为保险定价：</blockquote></p><p>   At Tesla, because our cars are connected, because they are essentially computers on wheels, there's enormous amounts of data that we have available to us to be able to assess the attributes of a driver who's operating that car, and whether those attributes correlate with safety. Because we do get a signal when a car has been in an accident. So, we've been spending our time looking at hundreds of different variables and also looking at billions of miles of driving history. And we've been able to fit a model that is able to predict with decent accuracy the probability of collision over a period of time. And the model is not perfect.    The model is a function of the data that we have available. That dataset continues to grow. We continue to experiment with new variables, but we do have a model that works pretty well, so far. And from that model being able to predict frequency of collision, we can then align that against the price curve.   <b>And we can have individualized pricing integrated into the car, integrated into the app, integrated into that customer's experience.</b>With the feedback loop back to the customer on how they are driving after every drive, the attributes that they were successful on or unsuccessful on, and the tips of things that they can do to improve their safety.  Kirkhorn also addressed potential costs rising as a result of growing raw material pricing:</p><p><blockquote>在特斯拉，因为我们的汽车是联网的，因为它们本质上是轮子上的计算机，所以我们可以获得大量数据来评估驾驶汽车的驾驶员的属性，以及这些属性是否与安全相关。因为当汽车发生事故时，我们确实会收到信号。因此，我们一直在花时间研究数百个不同的变量，也研究数十亿英里的驾驶历史。我们已经能够拟合一个模型，能够相当准确地预测一段时间内的碰撞概率。而且模型并不完美。该模型是我们现有数据的函数。该数据集继续增长。我们继续尝试新的变量，但到目前为止，我们确实有一个运行良好的模型。根据能够预测碰撞频率的模型，我们可以将其与价格曲线进行比较。<b>我们可以将个性化定价集成到汽车、应用程序、客户体验中。</b>每次驾驶后都会向客户反馈他们的驾驶情况、他们成功或不成功的属性，以及他们可以采取哪些措施来提高安全性。柯克霍恩还谈到了原材料价格上涨导致的潜在成本上升：</blockquote></p><p>   Our primary exposure right now is around nickel and aluminum, nickel on the cell, aluminum on non-cell. And we have a mixture of contracts with various suppliers. In some materials, we contract directly and we have full exposure to price fluctuations. We do have a number of long-term commitments and long-term contracts in place. We also have contracts where there's some amount of cost -sharing based upon the movement of indexes. And so, as these have been moving, some of those costs have been flowing through to us. It's unsubstantial amount of cost, but it's not small.    As we look towards the next year,   <b>I certainly hope it doesn't play out this way, but it's possible that we continue to see more of cost headwind</b>, as a result of these movements. It's difficult to say precisely, but the volatility in the increases are just substantial. So substantial. And there are certain suppliers that maybe up to a certain point have been absorbing some of the increase.  And finally he praised the company's supply chain team for&nbsp;<b>navigating the chip crisis</b>:</p><p><blockquote>我们目前主要接触的是镍和铝，电池上的镍，非电池上的铝。我们与各种供应商签订了混合合同。在某些材料中，我们直接签订合同，我们完全面临价格波动的风险。我们确实有许多长期承诺和长期合同。我们还签订了根据指数变动进行一定程度成本分摊的合同。因此，随着这些成本的转移，其中一些成本已经流向了我们。这是一笔微不足道的费用，但也不小。展望下一年，<b>我当然希望事情不会以这种方式发展，但我们可能会继续看到更多的成本阻力</b>，作为这些运动的结果。很难说清楚，但增长的波动性是巨大的。如此充实。某些供应商可能在某种程度上已经吸收了部分增长。最后他赞扬了公司的供应链团队<b>应对芯片危机</b>：</blockquote></p><p>   I want to thank our supply chain team for their incredible work and our production teams for showing impressive flexibility as we make adjustments real-time.   <b>These teams' expertise in the chip industry across all tiers has made a huge difference</b>in managing through these challenges. Additionally, we never reduced our production forecast with our suppliers as we're adding capacity as quickly as possible.  Analysts also weighed in on Thursday morning with their take on both the report, and the call. Courtesy of&nbsp;<i><b>Bloomberg</b></i>, here are their takes:</p><p><blockquote>我要感谢我们的供应链团队所做的令人难以置信的工作，以及我们的生产团队在我们实时进行调整时表现出的令人印象深刻的灵活性。<b>这些团队在芯片行业各个层面的专业知识产生了巨大的影响</b>应对这些挑战。此外，我们从未降低对供应商的产量预测，因为我们正在尽快增加产能。周四上午，分析师也发表了对该报告和《看涨期权》的看法。由<i><b>彭博社</b></i>，以下是他们的镜头：</blockquote></p><p>   <ul>   <li><b>Cowen (Marketperform, PT to $625 from $580)</b></p><p><blockquote><ul><li><b>Cowen（Marketperform，PT从580美元涨至625美元）</b></li></ul></blockquote></p><p></p><p>    <ul>     <li>Says guidance continues to be “vague,” highlights wide gap between Tesla’s “over 50% delivery growth in ‘22” target and consensus for more than 70% growth</p><p><blockquote><ul><li>表示指导仍然“模糊”，强调特斯拉“22年交付增长超过50%”的目标与增长超过70%的共识之间存在巨大差距</li></ul></blockquote></p><p></li>    </ul></li>   <li><b>Morgan Stanley (Overweight, PT $900)</b></p><p><blockquote><li><b>摩根士丹利（跑赢大盘，PT$900）</b></li></blockquote></p><p>    <ul>     <li>Says annualized Ebitda approaching $13b, closing in on levels of GM and Ford, but notes revenue being just a fraction of those traditional automakers</p><p><blockquote><ul><li>表示年化Ebitda接近13b美元，接近通用汽车和福特的水平，但指出收入只是这些传统汽车制造商的一小部分</li></ul></blockquote></p><p></li>     <li>Says lowering dependency on Fremont plan is a further plus for margins</p><p><blockquote><li>表示降低对弗里蒙特计划的依赖将进一步提高利润率</li></blockquote></p><p></li>    </ul></li>   <li><b>Wedbush (Outperform, PT to $1,100 from $1,000)</b></p><p><blockquote><li><b>Wedbush（跑赢大盘，PT从1,000美元升至1,100美元）</b></li></blockquote></p><p>    <ul>     <li>“We also believe the scale and scope of Giga Austin will enable Tesla to further expand margins markedly over time and will alleviate the supply bottleneck”</p><p><blockquote><ul><li>“我们还相信，Giga Austin的规模和范围将使特斯拉能够随着时间的推移进一步显着扩大利润率，并将缓解供应瓶颈”</li></ul></blockquote></p><p></li>     <li>Sees China representing 40%+ of global deliveries for Tesla in 2022</p><p><blockquote><li>预计2022年中国将占特斯拉全球交付量的40%以上</li></blockquote></p><p></li>    </ul></li>   <li><b>Piper Sandler (Overweight, Street high PT $1,200)</b></p><p><blockquote><li><b>Piper Sandler（跑赢大盘，Street high PT$1,200）</b></li></blockquote></p><p>    <ul>     <li>On margins, says 3Q will probably represent “the high-water mark,” at least for the next few quarters</p><p><blockquote><ul><li>他表示，就利润率而言，第三季度可能代表“高水位”，至少在未来几个季度是如此</li></ul></blockquote></p><p></li>     <li>Cites stock underperformance to rally in run up to the results</p><p><blockquote><li>因股票表现不佳而在业绩公布前上涨</li></blockquote></p><p></li>    </ul></li>   <li><b>JPMorgan (Underweight, PT to $250 from $210)</b></p><p><blockquote><li><b>摩根大通（PT跑输大盘，从210美元涨至250美元）</b></li></blockquote></p><p>    <ul>     <li>Says investors it chatted with were looking for an update on the ramp of production in Austin and Berlin</p><p><blockquote><ul><li>表示与之交谈的投资者正在寻找奥斯汀和柏林产量增长的最新情况</li></ul></blockquote></p><p></li>     <li>Still believes current valuation of over $800b “challenging”</p><p><blockquote><li>仍然认为目前超过800b美元的估值“具有挑战性”</li></blockquote></p><p></li>    </ul></li>  </ul>  Recall, we published a&nbsp;full report on Tesla's Q3 earnings here.</p><p><blockquote>回想一下，我们在这里发布了特斯拉第三季度收益的完整报告。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ef1dc6ea27302a920d2cc27075e2954a\" tg-width=\"1059\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> For the third quarter, Tesla posted:</p><p><blockquote>对于第三季度，特斯拉发布：</blockquote></p><p> <ul>  <li>Revenue $13.76BN,&nbsp;<i><b>missing</b></i>&nbsp;the est $13.91B</p><p><blockquote><ul><li>收入137.6亿美元，<i><b>失踪的</b></i>预计$13.91 B</li></ul></blockquote></p><p></li>  <li>Adjusted EPS $1.86,&nbsp;<i><b>beating</b></i>&nbsp;the est 1.67c</p><p><blockquote><li>调整后每股收益1.86美元，<i><b>殴打</b></i>预计1.67摄氏度</li></blockquote></p><p></li>  <li>Free Cash Flow $1.328BN,&nbsp;<i><b>missing</b></i>&nbsp;the estimate of $1.38BN</p><p><blockquote><li>自由现金流13.28亿美元，<i><b>失踪的</b></i>估计为13.8亿美元</li></blockquote></p><p></li>  <li>Automotive gross margin 30.5%,&nbsp;<i><b>beating</b></i>&nbsp;the estimate of 28.4% and up Y/Y from 27.7%</p><p><blockquote><li>汽车毛利率30.5%，<i><b>殴打</b></i>预期为28.4%，同比高于27.7%</li></blockquote></p><p>   <ul>    <li>GAAP automotive gross margin 28.8%,&nbsp;<i><b>beating</b></i>the estimate of Exp. 26.4%</p><p><blockquote><ul><li>GAAP汽车毛利率28.8%，<i><b>殴打</b></i>Exp的估计。26.4%</li></ul></blockquote></p><p></li>   </ul></li>  <li>CapEx $1.828BN,&nbsp;<i><b>missing</b></i>&nbsp;the estimate of $1.37BN</p><p><blockquote><li>资本支出18.28亿美元，<i><b>失踪的</b></i>估计为13.7亿美元</li></blockquote></p><p></li>  <li>Cash and cash equivalents of $16.065BN,&nbsp;<i><b>missing</b></i>&nbsp;the estimate $16.88 billion</p><p><blockquote><li>现金及现金等价物为160.65亿美元，<i><b>失踪的</b></i>估计为168.8亿美元</li></blockquote></p><p></li> </ul> Tesla said it had its “best-ever” net income, while it actually lowered prices in the third quarter.&nbsp;<b>“Our operating margin reached an all-time high as we continue to reduce cost at a higher rate than declines in ASP,” the company said.</b></p><p><blockquote>特斯拉表示，它的净利润是“有史以来最好的”，而实际上它在第三季度降低了价格。<b>该公司表示：“随着我们继续以高于平均售价下降的速度降低成本，我们的营业利润率达到了历史最高水平。”</b></blockquote></p><p> Of note, unlike previous quarter when virtually all the profit came from the sale of regulatory credits, in Q3 the situation normalized somewhat with just $279MM from regulatory credits, a 30% drop Y/Y and a fraction of the GAAP Net Income of $1.618BN.</p><p><blockquote>值得注意的是，与上一季度几乎所有利润都来自出售监管信贷不同，第三季度的情况有所正常化，监管信贷仅为2.79亿美元，同比下降30%，仅占GAAP净利润16.18亿美元的一小部分。</blockquote></p><p> Amusingly, Tesla announced that in Q3 it suffered a Bitcoin-related impairment of $51M, which however we are confident has been fully reversed by now. Tesla's holdings of “digital assets” totaled $1.26 billion at the end of the quarter. That is down from $1.311 billion in the previous quarter, or $51 million, the amount it reported as a “Bitcoin-related impairment” and which will no appear as a benefit thanks to the surge in the price of bitcoin.</p><p><blockquote>有趣的是，特斯拉宣布第三季度与比特币相关的减值为5100万美元，但我们相信这一减值现已完全扭转。截至本季度末，特斯拉持有的“数字资产”总额为12.6亿美元。这低于上一季度的13.11亿美元，即5100万美元，该公司报告的“比特币相关减值”金额，并且由于比特币价格飙升，该金额不会表现为收益。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b7a251c7dc295e75612621313a58b673\" tg-width=\"500\" tg-height=\"298\" referrerpolicy=\"no-referrer\">The company also reported what we already knew - that it produced and delivered some 240,000 vehicles, while \"reaching an operating margin of 14.6%, exceeding our medium-term guidance of “operating margin in low-teens.” The company proudly noted that \"this level of profitability was achieved while ASP decreased by 6% YoY in Q3 due to continued mix shift towards lower-priced vehicles.\" In Q3, Tesla's operating margin reached an all-time high \"as we continue to reduce cost at a higher rate than declines in ASP. \"</p><p><blockquote>该公司还报告了我们已经知道的情况——它生产和交付了约240,000辆汽车，同时“营业利润率达到14.6%，超过了我们的中期指导”营业利润率在十几岁左右。该公司自豪地指出，“由于产品组合持续转向低价汽车，第三季度平均售价同比下降6%，实现了这一盈利水平。”第三季度，特斯拉的营业利润率达到了历史最高水平，“因为我们继续以高于平均售价下降的速度降低成本”。</blockquote></p><p> Looking ahead, Tesla said that it plans to grow its manufacturing capacity as quickly as possible but the growth will be determined by supply chain shortages: \"Over a multi-year horizon, we expect to achieve 50% average annual growth in vehicle deliveries.&nbsp;<b>The rate of growth will depend on our equipment capacity, operational efficiency and the capacity and stability of the supply chain.\"</b></p><p><blockquote>展望未来，特斯拉表示，计划尽快提高制造能力，但增长将取决于供应链短缺：“在多年的时间里，我们预计汽车交付量将实现50%的年均增长。<b>增长率将取决于我们的设备产能、运营效率以及供应链的产能和稳定性。”</b></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/musk-less-tesla-conference-call-offers-details-expansion-insurance-full-self-driving\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zerohedge.com/markets/musk-less-tesla-conference-call-offers-details-expansion-insurance-full-self-driving","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181541512","content_text":"If you noticed there was a lack of mumbling, half-sentences and outright bullshiton the Tesla conference call last night, it may have something to do with the fact that CEO Elon Musk didn't make an appearance on the call. It marks the first time in the company's history that Musk was not on the conference call.\nOf course, the positive of Musk not being on the call is that whoever is acting as the company's general counsel that week can likely breathe a sign of relief. The negative is that most of the company's cultist supporters, who turn in to hear every last brain fart that Musk is able to conjure up on the fly, may be disappointed.\nOr, as Reuters put it, Musk's absence is \"likely to turn Tesla's quarterly calls into more staid reviews of business than unpredictable platforms for the celebrity CEO's latest thoughts.\" Musk follows in the footsteps of executives like Jeff Bezos and Steve Jobs, who would also routinely opt-out of their respective companies' conference calls.\nMusk had warned over the summer that \"unless there's something really important that I need to say,\" he wouldn't be on the calls going forward. Musk has recently been directing a lot of his focus to SpaceX. The call itself touched on a number of topics.\nSpeaking about expansion, CFO Zach Kirkhorn said:\n\n Our goal as a Company here is to grow on an average pace of 50% per year. And so, you can extrapolate that out. There may be some periods of time in which we're well ahead of that. There could be some periods of time, despite best efforts, where we're slightly lower than that. But that remains the long-term goal of the Company. In Fremont, we're continuing to push the boundaries of what's possible there. Over the last 12 months, we've done about 430,000 cars of production. And based upon everything that we know in the factory where the bottlenecks are, what the potential is, we’re targeting to increase that another 50%.\n\n\n ...\n\n\n Austin and Berlin are interesting factories because our first iterations of capacity there are on Model Y. But we've intentionally set these factories and locations in which they have a quite significant amount of land and ability to expand. And so, we'll take Model Y at these factories. We're trying to get to 5,000 cars a week as soon as we can. And then we'll continue to push beyond that, potentially even getting to 10,000 cars per week at those factories. And then we will add Cybertruck here in Austin and continue to grow from there.\n\nExecutives also seemed to take a kinder tone to the NHTSA investigation than CEO Musk may have. Lars Moravy, when asked about the investigation, replied:\n\n As we have been for years, we always engage with NHTSA and other worldwide regulatory bodies to share our knowledge and to work with them on our approaches on both active and passive safety. There are ongoing regulatory inquiries taking place all the time, and especially on the subjects. FSD, they're at the cutting edge of technology development. During these investigations, my team, myself, are always cooperative as much as possible.\n\n\n We expect and embrace the scrutiny of these products and know that the truth about their performance and the innovations our products have will ultimately be all that matters. In the end then as I've said on previous calls, we take safety as a top priority in all our designs. This is because our primary motivation is from an -- coming from a team of incredible engineers designing software and hardware that saves lives and prevents injuries.\n\n\n And doing so, we'll continue to be transparent to the public on how our technology is both developing from an autopilot safety data, the latest of which we just shared in the shareholder update. And you can also see in review a wide variety of customer post FSD videos on social media.\n\nThey also addressed longer wait times for service across the country and in Europe. CFO Kirkhorn said:\n\n We have seen an increase in service late times throughout the summer, and there's a couple of things that have contributed to that based upon the information that we had. The first is that I think this is not -- this is not unique to us is that the return to some sense of normalcy in a post-pandemic world has happened I think more quickly than most people expected.\n\n\n And what we're seeing here is that the number of miles that people are driving has increased. There may have been some demand for service during 2020 or in the early parts of 2021 that customers put off. And so, there's a bit of a catch-up that's occurring that has increased demand for service.\n\n\n At the same time, in the macro-environment here, logistics, moving parts, sourcing parts, has become increasingly more difficult, which is a well-known issue in the world right now, as well as challenges in the labor market. And so, there's this simultaneous increase in demand for service, where the ability to supply that service has been impacted for the reasons I mentioned.\n\n\n And so, we saw an uptick primarily in Europe and North America and service wait times over the course of the summer. And we've been working extremely hard since then to address this.\n\nKirkhorn ducked a question about Full Self Driving pricing:\n\n I'll take the second part of the question first, \n we won't be providing any forward-looking commentaryon our pricing strategy or what may happen here over the near term. With respect to the first part of the question, it has been an interesting thing for us to impact within the Company.\n\nHe also talked about the coming Tesla insurance product, which will take Tesla's \"Safety Score\" that it is using to grade FSD beta testers and use it ostensibly to price insurance:\n\n At Tesla, because our cars are connected, because they are essentially computers on wheels, there's enormous amounts of data that we have available to us to be able to assess the attributes of a driver who's operating that car, and whether those attributes correlate with safety. Because we do get a signal when a car has been in an accident. So, we've been spending our time looking at hundreds of different variables and also looking at billions of miles of driving history. And we've been able to fit a model that is able to predict with decent accuracy the probability of collision over a period of time. And the model is not perfect.\n\n\n The model is a function of the data that we have available. That dataset continues to grow. We continue to experiment with new variables, but we do have a model that works pretty well, so far. And from that model being able to predict frequency of collision, we can then align that against the price curve. \n And we can have individualized pricing integrated into the car, integrated into the app, integrated into that customer's experience.With the feedback loop back to the customer on how they are driving after every drive, the attributes that they were successful on or unsuccessful on, and the tips of things that they can do to improve their safety.\n\nKirkhorn also addressed potential costs rising as a result of growing raw material pricing:\n\n Our primary exposure right now is around nickel and aluminum, nickel on the cell, aluminum on non-cell. And we have a mixture of contracts with various suppliers. In some materials, we contract directly and we have full exposure to price fluctuations. We do have a number of long-term commitments and long-term contracts in place. We also have contracts where there's some amount of cost -sharing based upon the movement of indexes. And so, as these have been moving, some of those costs have been flowing through to us. It's unsubstantial amount of cost, but it's not small.\n\n\n As we look towards the next year, \n I certainly hope it doesn't play out this way, but it's possible that we continue to see more of cost headwind, as a result of these movements. It's difficult to say precisely, but the volatility in the increases are just substantial. So substantial. And there are certain suppliers that maybe up to a certain point have been absorbing some of the increase.\n\nAnd finally he praised the company's supply chain team for navigating the chip crisis:\n\n I want to thank our supply chain team for their incredible work and our production teams for showing impressive flexibility as we make adjustments real-time. \n These teams' expertise in the chip industry across all tiers has made a huge differencein managing through these challenges. Additionally, we never reduced our production forecast with our suppliers as we're adding capacity as quickly as possible.\n\nAnalysts also weighed in on Thursday morning with their take on both the report, and the call. Courtesy of Bloomberg, here are their takes:\n\n\nCowen (Marketperform, PT to $625 from $580)\n\nSays guidance continues to be “vague,” highlights wide gap between Tesla’s “over 50% delivery growth in ‘22” target and consensus for more than 70% growth\n\nMorgan Stanley (Overweight, PT $900)\n\nSays annualized Ebitda approaching $13b, closing in on levels of GM and Ford, but notes revenue being just a fraction of those traditional automakers\nSays lowering dependency on Fremont plan is a further plus for margins\n\nWedbush (Outperform, PT to $1,100 from $1,000)\n\n“We also believe the scale and scope of Giga Austin will enable Tesla to further expand margins markedly over time and will alleviate the supply bottleneck”\nSees China representing 40%+ of global deliveries for Tesla in 2022\n\nPiper Sandler (Overweight, Street high PT $1,200)\n\nOn margins, says 3Q will probably represent “the high-water mark,” at least for the next few quarters\nCites stock underperformance to rally in run up to the results\n\nJPMorgan (Underweight, PT to $250 from $210)\n\nSays investors it chatted with were looking for an update on the ramp of production in Austin and Berlin\nStill believes current valuation of over $800b “challenging”\n\n\n\nRecall, we published a full report on Tesla's Q3 earnings here.\n\nFor the third quarter, Tesla posted:\n\nRevenue $13.76BN, missing the est $13.91B\nAdjusted EPS $1.86, beating the est 1.67c\nFree Cash Flow $1.328BN, missing the estimate of $1.38BN\nAutomotive gross margin 30.5%, beating the estimate of 28.4% and up Y/Y from 27.7%\n\nGAAP automotive gross margin 28.8%, beatingthe estimate of Exp. 26.4%\n\nCapEx $1.828BN, missing the estimate of $1.37BN\nCash and cash equivalents of $16.065BN, missing the estimate $16.88 billion\n\nTesla said it had its “best-ever” net income, while it actually lowered prices in the third quarter. “Our operating margin reached an all-time high as we continue to reduce cost at a higher rate than declines in ASP,” the company said.\nOf note, unlike previous quarter when virtually all the profit came from the sale of regulatory credits, in Q3 the situation normalized somewhat with just $279MM from regulatory credits, a 30% drop Y/Y and a fraction of the GAAP Net Income of $1.618BN.\nAmusingly, Tesla announced that in Q3 it suffered a Bitcoin-related impairment of $51M, which however we are confident has been fully reversed by now. Tesla's holdings of “digital assets” totaled $1.26 billion at the end of the quarter. That is down from $1.311 billion in the previous quarter, or $51 million, the amount it reported as a “Bitcoin-related impairment” and which will no appear as a benefit thanks to the surge in the price of bitcoin.\nThe company also reported what we already knew - that it produced and delivered some 240,000 vehicles, while \"reaching an operating margin of 14.6%, exceeding our medium-term guidance of “operating margin in low-teens.” The company proudly noted that \"this level of profitability was achieved while ASP decreased by 6% YoY in Q3 due to continued mix shift towards lower-priced vehicles.\" In Q3, Tesla's operating margin reached an all-time high \"as we continue to reduce cost at a higher rate than declines in ASP. \"\nLooking ahead, Tesla said that it plans to grow its manufacturing capacity as quickly as possible but the growth will be determined by supply chain shortages: \"Over a multi-year horizon, we expect to achieve 50% average annual growth in vehicle deliveries. The rate of growth will depend on our equipment capacity, operational efficiency and the capacity and stability of the supply chain.\"","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864746961,"gmtCreate":1633154767341,"gmtModify":1633154767966,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Hi pls like n comments&nbsp;","listText":"Hi pls like n comments&nbsp;","text":"Hi pls like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/864746961","repostId":"2172618769","repostType":4,"isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881494033,"gmtCreate":1631374248722,"gmtModify":1631890719835,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Good move for EV car","listText":"Good move for EV car","text":"Good move for EV car","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/881494033","repostId":"2166372458","repostType":4,"isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880144903,"gmtCreate":1631027477102,"gmtModify":1631893204060,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Pls like n comments&nbsp;","listText":"Pls like n comments&nbsp;","text":"Pls like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/880144903","repostId":"2165354366","repostType":4,"isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897763280,"gmtCreate":1628987756640,"gmtModify":1633688204822,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Go for green energy shares? Pls like n comments&nbsp;","listText":"Go for green energy shares? Pls like n comments&nbsp;","text":"Go for green energy shares? Pls like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/897763280","repostId":"1138531277","repostType":4,"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894676509,"gmtCreate":1628825216901,"gmtModify":1633689168878,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Pls like n comments&nbsp;","listText":"Pls like n comments&nbsp;","text":"Pls like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/894676509","repostId":"1180393666","repostType":4,"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802455805,"gmtCreate":1627798932207,"gmtModify":1633756258544,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Pls like n comments&nbsp;","listText":"Pls like n comments&nbsp;","text":"Pls like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/802455805","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800197380,"gmtCreate":1627284976540,"gmtModify":1633766530948,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Pls like n comments&nbsp;","listText":"Pls like n comments&nbsp;","text":"Pls like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/800197380","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148550849,"gmtCreate":1625992207481,"gmtModify":1633931033689,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"themes":[],"htmlText":"Will u buy Pepsi? Pls like n comments&nbsp;","listText":"Will u buy Pepsi? Pls like n comments&nbsp;","text":"Will u buy Pepsi? Pls like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/148550849","repostId":"1106289851","repostType":4,"repost":{"id":"1106289851","kind":"news","pubTimestamp":1625972710,"share":"https://www.laohu8.com/m/news/1106289851?lang=zh_CN&edition=full","pubTime":"2021-07-11 11:05","market":"us","language":"en","title":"PepsiCo Reports Earnings Next Week. Buy the Stock Now, Analyst Says.<blockquote>百事公司下周公布财报。分析师表示，立即购买该股票。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106289851","media":"Barrons","summary":"A PepsiCo bull is getting out ahead of the beverage and snack giant’s second-quarter report Tuesday:","content":"<p>A PepsiCo bull is getting out ahead of the beverage and snack giant’s second-quarter report Tuesday: She’s making a buy recommendation now.</p><p><blockquote>在这家饮料和零食巨头周二发布第二季度报告之前，百事可乐的看涨者即将离场：她现在提出买入建议。</blockquote></p><p> On Friday, Cowen &amp; Co. analyst Vivien Azer reiterated an Outperform rating and $165 price target on PepsiCo (ticker: PEP). She’s modeling for the company to earn $1.51 a share, 2 cents below the average analyst estimate—although she notes that figure could be conservative—and organic revenue growth of 8.6%.</p><p><blockquote>周五，Cowen&amp;Co.分析师Vivien Azer重申了百事可乐（股票代码：PEP）跑赢大盘的评级和165美元的目标价。她预测该公司每股收益为1.51美元，比分析师平均预期低2美分（尽管她指出这个数字可能比较保守），有机收入增长为8.6%。</blockquote></p><p> Azer expects Frito Lay North America’s organic revenue growth to be 4%, and notes the division is holding up well despite difficult year-over-year comparisons when more consumers were snacking at home during Covid-19 restrictions.</p><p><blockquote>Azer预计Frito Lay North America的有机收入增长为4%，并指出，尽管在Covid-19限制期间有更多消费者在家吃零食，但同比比较困难，该部门仍保持良好。</blockquote></p><p> The analyst believes Pepsi’s North American beverage business, by contrast, will see its easiest comparison of the year in the second quarter, and points out that recent data shows it may be pulling ahead of Coca-Cola (KO) in terms of sales growth.</p><p><blockquote>该分析师认为，相比之下，百事可乐的北美饮料业务将在第二季度实现今年最容易的比较，并指出最近的数据显示，百事可乐在销售增长方面可能领先于可口可乐（KO）。</blockquote></p><p> Also, overall Covid-related costs should be down because of a strong vaccine rollout in the U.S., which accounts for nearly two-thirds of Pepsi’s profits. Still, Azer wrote, the lingering pandemic threat in Latin America could be a headwind in that region.</p><p><blockquote>此外，由于美国疫苗的大力推广，与Covid相关的总体成本应该会下降，美国占百事可乐利润的近三分之二。尽管如此，阿泽写道，拉丁美洲挥之不去的流行病威胁可能会成为该地区的阻力。</blockquote></p><p> Other analysts have been&nbsp;optimistic about Pepsi’s earnings&nbsp;as well. A little over half of the 23 tracked by FactSet rate it at Buy or the equivalent, with 43% on the sidelines and one bearish call. The average analyst price target is $156.02.</p><p><blockquote>其他分析师也对百事可乐的盈利持乐观态度。FactSet追踪的23家公司中，略多于一半的公司将其评级为“买入”或同等评级，43%的公司持观望态度，其中一名看涨期权看跌。分析师平均目标价为156.02美元。</blockquote></p><p> Consensus calls for Pepsi to earn $1.53 a share on revenue of $17.97 billion. That’s up from EPS of $1.21 and revenue of $14.82 billion in the&nbsp;previous quarter, reported in April. Pepsi’s EPS hasn’t missed quarterly expectations in the past five years.</p><p><blockquote>评级一致认为百事可乐每股收益1.53美元，营收179.7亿美元。这高于4月份报告的上一季度每股收益1.21美元和营收148.2亿美元。百事可乐的每股收益在过去五年中没有低于季度预期。</blockquote></p><p> Pepsi will host a conference call at 8:15 a.m. Eastern time Tuesday.</p><p><blockquote>百事可乐将于上午8点15分举办电话会议。东部时间周二。</blockquote></p><p></p>","source":"lsy1601382232898","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>PepsiCo Reports Earnings Next Week. Buy the Stock Now, Analyst Says.<blockquote>百事公司下周公布财报。分析师表示，立即购买该股票。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPepsiCo Reports Earnings Next Week. Buy the Stock Now, Analyst Says.<blockquote>百事公司下周公布财报。分析师表示，立即购买该股票。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-11 11:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A PepsiCo bull is getting out ahead of the beverage and snack giant’s second-quarter report Tuesday: She’s making a buy recommendation now.</p><p><blockquote>在这家饮料和零食巨头周二发布第二季度报告之前，百事可乐的看涨者即将离场：她现在提出买入建议。</blockquote></p><p> On Friday, Cowen &amp; Co. analyst Vivien Azer reiterated an Outperform rating and $165 price target on PepsiCo (ticker: PEP). She’s modeling for the company to earn $1.51 a share, 2 cents below the average analyst estimate—although she notes that figure could be conservative—and organic revenue growth of 8.6%.</p><p><blockquote>周五，Cowen&amp;Co.分析师Vivien Azer重申了百事可乐（股票代码：PEP）跑赢大盘的评级和165美元的目标价。她预测该公司每股收益为1.51美元，比分析师平均预期低2美分（尽管她指出这个数字可能比较保守），有机收入增长为8.6%。</blockquote></p><p> Azer expects Frito Lay North America’s organic revenue growth to be 4%, and notes the division is holding up well despite difficult year-over-year comparisons when more consumers were snacking at home during Covid-19 restrictions.</p><p><blockquote>Azer预计Frito Lay North America的有机收入增长为4%，并指出，尽管在Covid-19限制期间有更多消费者在家吃零食，但同比比较困难，该部门仍保持良好。</blockquote></p><p> The analyst believes Pepsi’s North American beverage business, by contrast, will see its easiest comparison of the year in the second quarter, and points out that recent data shows it may be pulling ahead of Coca-Cola (KO) in terms of sales growth.</p><p><blockquote>该分析师认为，相比之下，百事可乐的北美饮料业务将在第二季度实现今年最容易的比较，并指出最近的数据显示，百事可乐在销售增长方面可能领先于可口可乐（KO）。</blockquote></p><p> Also, overall Covid-related costs should be down because of a strong vaccine rollout in the U.S., which accounts for nearly two-thirds of Pepsi’s profits. Still, Azer wrote, the lingering pandemic threat in Latin America could be a headwind in that region.</p><p><blockquote>此外，由于美国疫苗的大力推广，与Covid相关的总体成本应该会下降，美国占百事可乐利润的近三分之二。尽管如此，阿泽写道，拉丁美洲挥之不去的流行病威胁可能会成为该地区的阻力。</blockquote></p><p> Other analysts have been&nbsp;optimistic about Pepsi’s earnings&nbsp;as well. A little over half of the 23 tracked by FactSet rate it at Buy or the equivalent, with 43% on the sidelines and one bearish call. The average analyst price target is $156.02.</p><p><blockquote>其他分析师也对百事可乐的盈利持乐观态度。FactSet追踪的23家公司中，略多于一半的公司将其评级为“买入”或同等评级，43%的公司持观望态度，其中一名看涨期权看跌。分析师平均目标价为156.02美元。</blockquote></p><p> Consensus calls for Pepsi to earn $1.53 a share on revenue of $17.97 billion. That’s up from EPS of $1.21 and revenue of $14.82 billion in the&nbsp;previous quarter, reported in April. Pepsi’s EPS hasn’t missed quarterly expectations in the past five years.</p><p><blockquote>评级一致认为百事可乐每股收益1.53美元，营收179.7亿美元。这高于4月份报告的上一季度每股收益1.21美元和营收148.2亿美元。百事可乐的每股收益在过去五年中没有低于季度预期。</blockquote></p><p> Pepsi will host a conference call at 8:15 a.m. Eastern time Tuesday.</p><p><blockquote>百事可乐将于上午8点15分举办电话会议。东部时间周二。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/pepsico-reports-earnings-next-week-buy-the-stock-now-analyst-says-51625863176?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PEP":"百事可乐"},"source_url":"https://www.barrons.com/articles/pepsico-reports-earnings-next-week-buy-the-stock-now-analyst-says-51625863176?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106289851","content_text":"A PepsiCo bull is getting out ahead of the beverage and snack giant’s second-quarter report Tuesday: She’s making a buy recommendation now.\nOn Friday, Cowen & Co. analyst Vivien Azer reiterated an Outperform rating and $165 price target on PepsiCo (ticker: PEP). She’s modeling for the company to earn $1.51 a share, 2 cents below the average analyst estimate—although she notes that figure could be conservative—and organic revenue growth of 8.6%.\nAzer expects Frito Lay North America’s organic revenue growth to be 4%, and notes the division is holding up well despite difficult year-over-year comparisons when more consumers were snacking at home during Covid-19 restrictions.\nThe analyst believes Pepsi’s North American beverage business, by contrast, will see its easiest comparison of the year in the second quarter, and points out that recent data shows it may be pulling ahead of Coca-Cola (KO) in terms of sales growth.\nAlso, overall Covid-related costs should be down because of a strong vaccine rollout in the U.S., which accounts for nearly two-thirds of Pepsi’s profits. Still, Azer wrote, the lingering pandemic threat in Latin America could be a headwind in that region.\nOther analysts have been optimistic about Pepsi’s earnings as well. A little over half of the 23 tracked by FactSet rate it at Buy or the equivalent, with 43% on the sidelines and one bearish call. The average analyst price target is $156.02.\nConsensus calls for Pepsi to earn $1.53 a share on revenue of $17.97 billion. That’s up from EPS of $1.21 and revenue of $14.82 billion in the previous quarter, reported in April. Pepsi’s EPS hasn’t missed quarterly expectations in the past five years.\nPepsi will host a conference call at 8:15 a.m. Eastern time Tuesday.","news_type":1,"symbols_score_info":{"PEP":0.9}},"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}