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kariman
2021-05-06
Wow
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kariman
2021-05-05
Wow
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kariman
2021-05-03
Ok
3 of Cathie Wood's Biggest Losers of 2021 That Should Still Be Huge Long-Term Winners<blockquote>凯西·伍德 (Cathie Wood) 2021 年最大的 3 个输家仍然应该是巨大的长期赢家</blockquote>
kariman
2021-05-02
Whhhhuuuuutttt
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kariman
2021-04-30
K
NIO Q1 2021 Earnings Report Preview: What to Look For<blockquote>蔚来 2021 年第一季度收益报告预览:看点</blockquote>
kariman
2021-04-29
When u sell they go up.
kariman
2021-04-29
Long hold
kariman
2021-04-23
Great ariticle, would you like to share it?
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22:00","market":"us","language":"en","title":"3 of Cathie Wood's Biggest Losers of 2021 That Should Still Be Huge Long-Term Winners<blockquote>凯西·伍德 (Cathie Wood) 2021 年最大的 3 个输家仍然应该是巨大的长期赢家</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115363330","media":"Motley Fool","summary":"David Gardner, a co-founder of The Motley Fool, often says that \"winners win.\" And he's exactly righ","content":"<p>David Gardner, a co-founder of The Motley Fool, often says that \"winners win.\" And he's exactly right. However, he would be the first to tell you that winners don't win<i>all</i>of the time. They have their ups and downs.</p><p><blockquote>Motley Fool 的联合创始人大卫·加德纳 (David Gardner) 经常说“赢家获胜”。他说得完全正确。然而,他会第一个告诉你胜利者不会赢<i>全部</i>那个时候。他们有起起落落。</blockquote></p><p> Case in point: Cathie Wood certainly qualifies as a winner. Her ARK Invest exchange-traded funds have ranked among the best-performing ETFs in recent years. Not every stock in those funds has delivered a great return so far in 2021, though.</p><p><blockquote>典型的例子:凯西·伍德当然有资格成为赢家。她的 ARK Invest 交易所交易基金是近年来表现最好的 ETF 之一。不过,2021 年迄今为止,并非这些基金中的每只股票都能带来丰厚的回报。</blockquote></p><p> Several of the ARK Invest CEO's favorites are actually down year to date. Don't count all of those recent underperformers out just yet, though. These three are among Wood's biggest losers of 2021, and all should still be huge winners over the long run.</p><p><blockquote>ARK Invest 首席执行官最喜欢的几只股票实际上今年迄今为止都在下跌。不过,不要把最近表现不佳的公司都算在内。这三个人是伍德2021年最大的输家之一,从长远来看,他们都应该是巨大的赢家。</blockquote></p><p> Teladoc Health</p><p><blockquote>泰拉多克健康</blockquote></p><p> <b>Teladoc Health</b>(NYSE:TDOC)shares have fallen more than 15% year to date, and that's weighing on several of Wood's ETFs. Teladoc is the top holding in the<b>ARK Genomic Revolution ETF</b>, the second-largest position in the<b>ARK Innovation ETF</b>, and the fifth-largest holding in the<b>ARK Next Generation Internet ETF</b>.</p><p><blockquote><b>泰拉多克健康</b>(纽约证券交易所股票代码:TDOC)今年迄今已下跌超过 15%,这给伍德的几只 ETF 带来了压力。Teladoc 是最大的控股公司<b>方舟基因组革命 ETF</b>,第二大位置<b>方舟创新ETF</b>以及第五大持股<b>方舟下一代互联网ETF</b>.</blockquote></p><p> It appears that many investors are focusing only on the negatives for Teladoc. For example,in its Q1 update, the company reported a huge net loss and said that U.S. paid membership in the quarter slipped to 51.5 million from 51.8 million in the fourth quarter of 2020.</p><p><blockquote>许多投资者似乎只关注 Teladoc 的负面影响。例如,在第一季度更新中,该公司报告了巨额净亏损,并表示本季度美国付费会员从 2020 年第四季度的 5180 万下滑至 5150 万。</blockquote></p><p> However, that's only part of the story. Teladoc's total visits and utilization rate continue to climb. And much of that big loss was related to the company's acquisitions of Livongo and InTouch Health, deals that are already helping drive its revenue growth.</p><p><blockquote>然而,这只是故事的一部分。Teladoc 的总访问量和利用率持续攀升。这一巨额亏损很大程度上与该公司收购 Livongo 和 InTouch Health 有关,这些交易已经帮助推动了其收入增长。</blockquote></p><p> My view is that Teladoc's downturn will be temporary. The long-term opportunities for the company in virtual care remain exceptionally strong.</p><p><blockquote>我认为 Teladoc 的低迷将是暂时的。该公司在虚拟护理领域的长期机会仍然异常强劲。</blockquote></p><p> Unity Software</p><p><blockquote>Unity软件</blockquote></p><p> <b>Unity Software</b>(NYSE:U)has been an especially poor performer for Wood this year -- the stock has plunged more than 30%. The gaming platform leader ranks No. 10 among the ARK Next Generation Internet ETF's holdings and No. 12 for the ARK Innovation ETF.</p><p><blockquote><b>Unity软件</b>(纽约证券交易所股票代码:U)今年的表现尤其糟糕——该股已暴跌超过 30%。这家游戏平台领导者在方舟下一代互联网 ETF 持有的股票中排名第 10,在方舟创新 ETF 中排名第 12。</blockquote></p><p> The main knock against Unity is its slowing growth rate. In the fourth quarter of 2020, the company reported a 39% year-over-year revenue increase. However, that was weaker than its full-year revenue growth rate of 43%. Even more concerning, Unity provided a full-year revenue guidance range for 2021 anticipating growth of 24% at the midpoint.</p><p><blockquote>对 Unity 的主要打击是其增长率放缓。2020年第四季度,该公司报告收入同比增长39%。然而,这低于其43%的全年收入增长率。更令人担忧的是,Unity 提供了 2021 年全年收入指导范围,预计中点增长 24%。</blockquote></p><p> I don't think investors should be worried, though. For one thing, the pandemic boosted Unity's growth in 2020. It's not surprising that growth would slow somewhat after such an exceptional year. The company also anticipates taking a one-time hit to revenue in 2021 as advertisers adjust to<b>Apple</b>'s new IDFA user identification method.</p><p><blockquote>不过,我认为投资者不必担心。首先,疫情促进了 Unity 在 2020 年的增长。在经历了如此特殊的一年后,增长会有所放缓也就不足为奇了。该公司还预计,随着广告商的调整,2021 年收入将受到一次性打击<b>苹果</b>的新IDFA用户识别方法。</blockquote></p><p> Unity still expects to generate annual revenue growth of at least 30% over the long term. Wood clearly remains a fan of the stock -- her ARK Innovation ETFscooped up more sharesrecently. I think that her optimism in this case is spot on.</p><p><blockquote>Unity 仍预计从长远来看,年收入将增长至少 30%。伍德显然仍然是该股的粉丝——她的方舟创新 ETF 最近买入了更多股票。我认为她在这种情况下的乐观是正确的。</blockquote></p><p> Vertex Pharmaceuticals</p><p><blockquote>顶点制药</blockquote></p><p> <b>Vertex Pharmaceuticals</b>(NASDAQ:VRTX)hasn't been quite as big of a problem for Wood in 2021 as Teladoc and Unity. However, thebiotech stockhas fallen more than 10% year to date. It's the seventh-largest position for the ARK Genomic Revolution ETF.</p><p><blockquote><b>顶点制药</b>(纳斯达克股票代码:VRTX)在 2021 年对伍德来说并不像 Teladoc 和 Unity 那样成为大问题。然而,生物技术股今年迄今已下跌超过 10%。这是方舟基因组革命 ETF 的第七大头寸。</blockquote></p><p> Wall Street analysts weren't happy with the Q4 results Vertex reported in February. Although the company narrowly beat revenue expectations, its adjusted earnings came in below analysts' estimates. Vertex also provided guidance for 2021 that anticipated slowing growth.</p><p><blockquote>华尔街分析师对 Vertex 二月份公布的第四季度业绩并不满意。尽管该公司的收入略微超出预期,但其调整后盈利低于分析师的预期。Vertex 还为 2021 年提供了预计增长放缓的指导。</blockquote></p><p> However, Vertex still has a big market opportunity ahead for its newest cystic fibrosis treatment, Trikafta/Kaftrio, in Europe. The triple-drug combination quickly became a blockbuster in the U.S. after winning approval. However, its growth curve in Europe will take more time because Vertex has to negotiate reimbursement deals with the healthcare regulators in each individual country.</p><p><blockquote>然而,Vertex 在欧洲的最新囊性纤维化治疗药物 Trikafta/Kaftrio 仍有巨大的市场机会。三联药组合在赢得批准后迅速在美国一鸣惊人。然而,其在欧洲的增长曲线将需要更多时间,因为 Vertex 必须与每个国家的医疗保健监管机构协商报销协议。</blockquote></p><p> I fully expect Vertex will achieve tremendous success outside of the cystic fibrosis market over the next few years. The big biotech seems really confident about the prospects for its candidate gene-editing therapy CTX001 in treating a pair of rare blood disorders: sickle cell disease and beta-thalassemia. It also has other promising pipeline candidates as well as a hefty cash stockpile. Vertex, like Teladoc and Unity, looks like a long-term winner despite its losing ways of late.</p><p><blockquote>我完全预计 Vertex 将在未来几年内在囊性纤维化市场之外取得巨大成功。这家大型生物技术公司似乎对其候选基因编辑疗法 CTX001 在治疗两种罕见血液疾病方面的前景非常有信心:镰状细胞病和β-地中海贫血。它还有其他有前途的管道候选者以及大量的现金储备。像Teladoc和Unity一样,Vertex看起来是一个长期的赢家,尽管它最近失败了。</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>3 of Cathie Wood's Biggest Losers of 2021 That Should Still Be Huge Long-Term Winners<blockquote>凯西·伍德 (Cathie Wood) 2021 年最大的 3 个输家仍然应该是巨大的长期赢家</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\">\n3 of Cathie Wood's Biggest Losers of 2021 That Should Still Be Huge Long-Term Winners<blockquote>凯西·伍德 (Cathie Wood) 2021 年最大的 3 个输家仍然应该是巨大的长期赢家</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\">2021-04-30 22:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>David Gardner, a co-founder of The Motley Fool, often says that \"winners win.\" And he's exactly right. However, he would be the first to tell you that winners don't win<i>all</i>of the time. They have their ups and downs.</p><p><blockquote>Motley Fool 的联合创始人大卫·加德纳 (David Gardner) 经常说“赢家获胜”。他说得完全正确。然而,他会第一个告诉你胜利者不会赢<i>全部</i>那个时候。他们有起起落落。</blockquote></p><p> Case in point: Cathie Wood certainly qualifies as a winner. Her ARK Invest exchange-traded funds have ranked among the best-performing ETFs in recent years. Not every stock in those funds has delivered a great return so far in 2021, though.</p><p><blockquote>典型的例子:凯西·伍德当然有资格成为赢家。她的 ARK Invest 交易所交易基金是近年来表现最好的 ETF 之一。不过,2021 年迄今为止,并非这些基金中的每只股票都能带来丰厚的回报。</blockquote></p><p> Several of the ARK Invest CEO's favorites are actually down year to date. Don't count all of those recent underperformers out just yet, though. These three are among Wood's biggest losers of 2021, and all should still be huge winners over the long run.</p><p><blockquote>ARK Invest 首席执行官最喜欢的几只股票实际上今年迄今为止都在下跌。不过,不要把最近表现不佳的公司都算在内。这三个人是伍德2021年最大的输家之一,从长远来看,他们都应该是巨大的赢家。</blockquote></p><p> Teladoc Health</p><p><blockquote>泰拉多克健康</blockquote></p><p> <b>Teladoc Health</b>(NYSE:TDOC)shares have fallen more than 15% year to date, and that's weighing on several of Wood's ETFs. Teladoc is the top holding in the<b>ARK Genomic Revolution ETF</b>, the second-largest position in the<b>ARK Innovation ETF</b>, and the fifth-largest holding in the<b>ARK Next Generation Internet ETF</b>.</p><p><blockquote><b>泰拉多克健康</b>(纽约证券交易所股票代码:TDOC)今年迄今已下跌超过 15%,这给伍德的几只 ETF 带来了压力。Teladoc 是最大的控股公司<b>方舟基因组革命 ETF</b>,第二大位置<b>方舟创新ETF</b>以及第五大持股<b>方舟下一代互联网ETF</b>.</blockquote></p><p> It appears that many investors are focusing only on the negatives for Teladoc. For example,in its Q1 update, the company reported a huge net loss and said that U.S. paid membership in the quarter slipped to 51.5 million from 51.8 million in the fourth quarter of 2020.</p><p><blockquote>许多投资者似乎只关注 Teladoc 的负面影响。例如,在第一季度更新中,该公司报告了巨额净亏损,并表示本季度美国付费会员从 2020 年第四季度的 5180 万下滑至 5150 万。</blockquote></p><p> However, that's only part of the story. Teladoc's total visits and utilization rate continue to climb. And much of that big loss was related to the company's acquisitions of Livongo and InTouch Health, deals that are already helping drive its revenue growth.</p><p><blockquote>然而,这只是故事的一部分。Teladoc 的总访问量和利用率持续攀升。这一巨额亏损很大程度上与该公司收购 Livongo 和 InTouch Health 有关,这些交易已经帮助推动了其收入增长。</blockquote></p><p> My view is that Teladoc's downturn will be temporary. The long-term opportunities for the company in virtual care remain exceptionally strong.</p><p><blockquote>我认为 Teladoc 的低迷将是暂时的。该公司在虚拟护理领域的长期机会仍然异常强劲。</blockquote></p><p> Unity Software</p><p><blockquote>Unity软件</blockquote></p><p> <b>Unity Software</b>(NYSE:U)has been an especially poor performer for Wood this year -- the stock has plunged more than 30%. The gaming platform leader ranks No. 10 among the ARK Next Generation Internet ETF's holdings and No. 12 for the ARK Innovation ETF.</p><p><blockquote><b>Unity软件</b>(纽约证券交易所股票代码:U)今年的表现尤其糟糕——该股已暴跌超过 30%。这家游戏平台领导者在方舟下一代互联网 ETF 持有的股票中排名第 10,在方舟创新 ETF 中排名第 12。</blockquote></p><p> The main knock against Unity is its slowing growth rate. In the fourth quarter of 2020, the company reported a 39% year-over-year revenue increase. However, that was weaker than its full-year revenue growth rate of 43%. Even more concerning, Unity provided a full-year revenue guidance range for 2021 anticipating growth of 24% at the midpoint.</p><p><blockquote>对 Unity 的主要打击是其增长率放缓。2020年第四季度,该公司报告收入同比增长39%。然而,这低于其43%的全年收入增长率。更令人担忧的是,Unity 提供了 2021 年全年收入指导范围,预计中点增长 24%。</blockquote></p><p> I don't think investors should be worried, though. For one thing, the pandemic boosted Unity's growth in 2020. It's not surprising that growth would slow somewhat after such an exceptional year. The company also anticipates taking a one-time hit to revenue in 2021 as advertisers adjust to<b>Apple</b>'s new IDFA user identification method.</p><p><blockquote>不过,我认为投资者不必担心。首先,疫情促进了 Unity 在 2020 年的增长。在经历了如此特殊的一年后,增长会有所放缓也就不足为奇了。该公司还预计,随着广告商的调整,2021 年收入将受到一次性打击<b>苹果</b>的新IDFA用户识别方法。</blockquote></p><p> Unity still expects to generate annual revenue growth of at least 30% over the long term. Wood clearly remains a fan of the stock -- her ARK Innovation ETFscooped up more sharesrecently. I think that her optimism in this case is spot on.</p><p><blockquote>Unity 仍预计从长远来看,年收入将增长至少 30%。伍德显然仍然是该股的粉丝——她的方舟创新 ETF 最近买入了更多股票。我认为她在这种情况下的乐观是正确的。</blockquote></p><p> Vertex Pharmaceuticals</p><p><blockquote>顶点制药</blockquote></p><p> <b>Vertex Pharmaceuticals</b>(NASDAQ:VRTX)hasn't been quite as big of a problem for Wood in 2021 as Teladoc and Unity. However, thebiotech stockhas fallen more than 10% year to date. It's the seventh-largest position for the ARK Genomic Revolution ETF.</p><p><blockquote><b>顶点制药</b>(纳斯达克股票代码:VRTX)在 2021 年对伍德来说并不像 Teladoc 和 Unity 那样成为大问题。然而,生物技术股今年迄今已下跌超过 10%。这是方舟基因组革命 ETF 的第七大头寸。</blockquote></p><p> Wall Street analysts weren't happy with the Q4 results Vertex reported in February. Although the company narrowly beat revenue expectations, its adjusted earnings came in below analysts' estimates. Vertex also provided guidance for 2021 that anticipated slowing growth.</p><p><blockquote>华尔街分析师对 Vertex 二月份公布的第四季度业绩并不满意。尽管该公司的收入略微超出预期,但其调整后盈利低于分析师的预期。Vertex 还为 2021 年提供了预计增长放缓的指导。</blockquote></p><p> However, Vertex still has a big market opportunity ahead for its newest cystic fibrosis treatment, Trikafta/Kaftrio, in Europe. The triple-drug combination quickly became a blockbuster in the U.S. after winning approval. However, its growth curve in Europe will take more time because Vertex has to negotiate reimbursement deals with the healthcare regulators in each individual country.</p><p><blockquote>然而,Vertex 在欧洲的最新囊性纤维化治疗药物 Trikafta/Kaftrio 仍有巨大的市场机会。三联药组合在赢得批准后迅速在美国一鸣惊人。然而,其在欧洲的增长曲线将需要更多时间,因为 Vertex 必须与每个国家的医疗保健监管机构协商报销协议。</blockquote></p><p> I fully expect Vertex will achieve tremendous success outside of the cystic fibrosis market over the next few years. The big biotech seems really confident about the prospects for its candidate gene-editing therapy CTX001 in treating a pair of rare blood disorders: sickle cell disease and beta-thalassemia. It also has other promising pipeline candidates as well as a hefty cash stockpile. Vertex, like Teladoc and Unity, looks like a long-term winner despite its losing ways of late.</p><p><blockquote>我完全预计 Vertex 将在未来几年内在囊性纤维化市场之外取得巨大成功。这家大型生物技术公司似乎对其候选基因编辑疗法 CTX001 在治疗两种罕见血液疾病方面的前景非常有信心:镰状细胞病和β-地中海贫血。它还有其他有前途的管道候选者以及大量的现金储备。像Teladoc和Unity一样,Vertex看起来是一个长期的赢家,尽管它最近失败了。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/04/30/3-of-cathie-woods-biggest-losers-of-2021-that-shou/\">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":{},"source_url":"https://www.fool.com/investing/2021/04/30/3-of-cathie-woods-biggest-losers-of-2021-that-shou/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115363330","content_text":"David Gardner, a co-founder of The Motley Fool, often says that \"winners win.\" And he's exactly right. However, he would be the first to tell you that winners don't winallof the time. They have their ups and downs.\nCase in point: Cathie Wood certainly qualifies as a winner. Her ARK Invest exchange-traded funds have ranked among the best-performing ETFs in recent years. Not every stock in those funds has delivered a great return so far in 2021, though.\nSeveral of the ARK Invest CEO's favorites are actually down year to date. Don't count all of those recent underperformers out just yet, though. These three are among Wood's biggest losers of 2021, and all should still be huge winners over the long run.\nTeladoc Health\nTeladoc Health(NYSE:TDOC)shares have fallen more than 15% year to date, and that's weighing on several of Wood's ETFs. Teladoc is the top holding in theARK Genomic Revolution ETF, the second-largest position in theARK Innovation ETF, and the fifth-largest holding in theARK Next Generation Internet ETF.\nIt appears that many investors are focusing only on the negatives for Teladoc. For example,in its Q1 update, the company reported a huge net loss and said that U.S. paid membership in the quarter slipped to 51.5 million from 51.8 million in the fourth quarter of 2020.\nHowever, that's only part of the story. Teladoc's total visits and utilization rate continue to climb. And much of that big loss was related to the company's acquisitions of Livongo and InTouch Health, deals that are already helping drive its revenue growth.\nMy view is that Teladoc's downturn will be temporary. The long-term opportunities for the company in virtual care remain exceptionally strong.\nUnity Software\nUnity Software(NYSE:U)has been an especially poor performer for Wood this year -- the stock has plunged more than 30%. The gaming platform leader ranks No. 10 among the ARK Next Generation Internet ETF's holdings and No. 12 for the ARK Innovation ETF.\nThe main knock against Unity is its slowing growth rate. In the fourth quarter of 2020, the company reported a 39% year-over-year revenue increase. However, that was weaker than its full-year revenue growth rate of 43%. Even more concerning, Unity provided a full-year revenue guidance range for 2021 anticipating growth of 24% at the midpoint.\nI don't think investors should be worried, though. For one thing, the pandemic boosted Unity's growth in 2020. It's not surprising that growth would slow somewhat after such an exceptional year. The company also anticipates taking a one-time hit to revenue in 2021 as advertisers adjust toApple's new IDFA user identification method.\nUnity still expects to generate annual revenue growth of at least 30% over the long term. Wood clearly remains a fan of the stock -- her ARK Innovation ETFscooped up more sharesrecently. I think that her optimism in this case is spot on.\nVertex Pharmaceuticals\nVertex Pharmaceuticals(NASDAQ:VRTX)hasn't been quite as big of a problem for Wood in 2021 as Teladoc and Unity. However, thebiotech stockhas fallen more than 10% year to date. It's the seventh-largest position for the ARK Genomic Revolution ETF.\nWall Street analysts weren't happy with the Q4 results Vertex reported in February. Although the company narrowly beat revenue expectations, its adjusted earnings came in below analysts' estimates. Vertex also provided guidance for 2021 that anticipated slowing growth.\nHowever, Vertex still has a big market opportunity ahead for its newest cystic fibrosis treatment, Trikafta/Kaftrio, in Europe. The triple-drug combination quickly became a blockbuster in the U.S. after winning approval. However, its growth curve in Europe will take more time because Vertex has to negotiate reimbursement deals with the healthcare regulators in each individual country.\nI fully expect Vertex will achieve tremendous success outside of the cystic fibrosis market over the next few years. The big biotech seems really confident about the prospects for its candidate gene-editing therapy CTX001 in treating a pair of rare blood disorders: sickle cell disease and beta-thalassemia. It also has other promising pipeline candidates as well as a hefty cash stockpile. Vertex, like Teladoc and Unity, looks like a long-term winner despite its losing ways of late.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101601958,"gmtCreate":1619885871974,"gmtModify":1634209301424,"author":{"id":"3577778062261432","authorId":"3577778062261432","name":"kariman","avatar":"https://static.tigerbbs.com/427e34342418e0977ad4eccbfc1aa12a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577778062261432","authorIdStr":"3577778062261432"},"themes":[],"title":"","htmlText":"Whhhhuuuuutttt","listText":"Whhhhuuuuutttt","text":"Whhhhuuuuutttt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101601958","repostId":"1186088353","repostType":4,"isVote":1,"tweetType":1,"viewCount":4546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109442074,"gmtCreate":1619713161798,"gmtModify":1634210483819,"author":{"id":"3577778062261432","authorId":"3577778062261432","name":"kariman","avatar":"https://static.tigerbbs.com/427e34342418e0977ad4eccbfc1aa12a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577778062261432","authorIdStr":"3577778062261432"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109442074","repostId":"1183966356","repostType":4,"repost":{"id":"1183966356","kind":"news","pubTimestamp":1619665696,"share":"https://www.laohunote.com/m/news/1183966356?lang=zh_CN&edition=full","pubTime":"2021-04-29 11:08","market":"us","language":"en","title":"NIO Q1 2021 Earnings Report Preview: What to Look For<blockquote>蔚来 2021 年第一季度收益报告预览:看点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183966356","media":"InvestoPedia","summary":"Analysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.Revenue is expected to soar on expanding vehicle sales.NIO Inc. , like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles . NIO's production stoppage in late March had little impact on the company's record ve","content":"<p>Focus on NIO vehicle deliveries</p><p><blockquote>专注于蔚来汽车交付</blockquote></p><p> <b>KEY TAKEAWAYS</b></p><p><blockquote><b>主要要点</b></blockquote></p><p> <ul> <li>Analysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.</li> <li>Vehicle deliveries, already announced, rose dramatically YOY.</li> <li>Revenue is expected to soar on expanding vehicle sales.</li> </ul> NIO Inc. (NIO), like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles (EVs). NIO's production stoppage in late March had little impact on the company's record vehicle deliveries in Q1, but it could affect future production numbers.</p><p><blockquote><ul><li>分析师预计 2020 财年第一季度每股美国存托凭证收益为 -0.72 元,而 -1.66 元。</li><li>已经宣布的汽车交付量同比大幅增长。</li><li>随着汽车销量的扩大,收入预计将飙升。</li></ul>与许多其他汽车制造商一样,由于全球半导体短缺,蔚来(蔚来)今年被迫停产。半导体芯片广泛用于智能手机、计算机和其他电子设备,对于高端电动汽车 (EV) 制造商蔚来来说尤为重要。蔚来汽车3月下旬的停产对该公司第一季度创纪录的汽车交付量影响不大,但可能会影响未来的产量。</blockquote></p><p> Investors will focus on how these forces affect NIO's immediate results, as well as its financial outlook, when the company reports earnings on April 29, 2021 for Q1 FY 2021.Analysts are expecting the company's loss per American depositary share (ADS) to narrow significantly as revenue expands at a rapid pace.</p><p><blockquote>当蔚来汽车于 2021 年 4 月 29 日公布 2021 财年第一季度收益时,投资者将关注这些力量如何影响蔚来汽车的近期业绩及其财务前景。分析师预计,随着收入的快速增长,该公司每股美国存托股 (ADS) 的亏损将大幅缩小。</blockquote></p><p> Vehicle deliveries are another key metric investors watch in order to gauge the company's productive capacity. NIO already reported vehicle deliveries for the first quarter earlier this month, achieving a new quarterly record despite total deliveries coming in slightly below expectations.</p><p><blockquote>汽车交付量是投资者衡量公司生产能力的另一个关键指标。蔚来本月早些时候已经公布了第一季度的汽车交付量,尽管总交付量略低于预期,但仍创下了新的季度记录。</blockquote></p><p> Shares of NIO have dramatically outperformed the broader market over the past year. But after reaching all-time highs earlier this year, the stock has fallen considerably and has been trading mostly sideways since early March. NIO's shares have provided investors with an astronomic total return of 1,171.9% over the past year, well above the S&P 500's total return of 45.5%.</p><p><blockquote>过去一年,蔚来股价的表现大幅优于大盘。但在今年早些时候触及历史高点后,该股大幅下跌,自 3 月初以来大部分时间横盘整理。过去一年,蔚来汽车的股票为投资者提供了1,171.9%的天文数字总回报率,远高于标准普尔500指数45.5%的总回报率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e1a915810ccbc7f07ec2adf16865b\" tg-width=\"3004\" tg-height=\"1798\"><span>Source: TradingView.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:TradingView。</span></p></blockquote></p><p> <b>NIO Earnings History</b></p><p><blockquote><b>蔚来盈利历史</b></blockquote></p><p> The stock, which had been gathering downward momentum after peaking around mid-February, plunged following NIO's Q4 FY 2020 earnings report released at the beginning of March. The company reported a much larger loss per ADS than analysts expected and revenue also missed estimates. However, NIO's loss narrowed considerably compared to the year-ago quarter and revenue was still up 133.2%.The company was optimistic about its performance, noting that its gross margin rose to 17.2% compared to negative 8.9% in the year-ago quarter.</p><p><blockquote>该股在 2 月中旬左右见顶后一直在积聚下跌动力,但在蔚来汽车 3 月初发布 2020 财年第四季度收益报告后暴跌。该公司报告的每股美国存托凭证亏损远高于分析师预期,收入也低于预期。不过,蔚来汽车的亏损较去年同期大幅收窄,收入仍增长133.2%。该公司对其业绩持乐观态度,指出其毛利率从去年同期的负8.9%升至17.2%。</blockquote></p><p> In Q3 FY 2020, NIO posted a loss per ADS of 0.98 yuan ($0.15 as of the CNY/USD exchange rate on April 27, 2021).It was the smallest loss in at least 11 quarters. Revenue rose 146.4%, maintaining the pace of growth achieved in the second quarter.NIO said it delivered a record number of vehicles and saw improvements in its average selling price. The company also said that it was the second straight quarter of positive cash flow from operating activities.</p><p><blockquote>2020财年第三季度,蔚来公布每股美国存托凭证亏损0.98元(按2021年4月27日人民币/美元汇率计算为0.15美元)。这是至少11个季度以来最小的损失。收入增长146.4%,保持了第二季度的增长速度。蔚来表示,交付的车辆数量创历史新高,平均售价有所提高。该公司还表示,这是连续第二个季度经营活动现金流为正。</blockquote></p><p> Analysts expect continued improvement in NIO's financial results in Q1 FY 2021. While NIO is still expected to post another loss per ADS, it is estimated to be the lowest in at least 14 quarters. Revenue for the quarter is forecast to rise 446.1%, which would be the fastest pace since Q2 FY 2019. For full-year FY 2021, analysts are currently expecting NIO to achieve a loss of 2.72 yuan per ADS, which would be the smallest loss in at least five years. Revenue is expected to rise 109.7%, a faster pace than in each of the last two years.</p><p><blockquote>分析师预计蔚来汽车2021财年第一季度的财务业绩将继续改善。虽然预计蔚来每股广告仍将出现另一次亏损,但预计这是至少 14 个季度以来的最低水平。该季度收入预计将增长 446.1%,这将是自 2019 财年第二季度以来的最快增速。对于2021财年全年,分析师目前预计蔚来每股ADS亏损2.72元,这将是至少五年来的最小亏损。收入预计将增长 109.7%,增速快于过去两年的每一年。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d412a9c0aea28621f713f5afbfba444c\" tg-width=\"885\" tg-height=\"352\"><span>Source: Visible Alpha; NIO Inc.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:可见阿尔法;蔚来</span></p></blockquote></p><p> <b>The Key Metric</b></p><p><blockquote><b>关键指标</b></blockquote></p><p> As mentioned above, investors are also watching the number of vehicles NIO delivers each quarter. NIO generates some revenue from various services it provides, but the majority of revenue is derived from vehicle sales.Currently, the company makes deliveries of three types of vehicles: the ES8, the company's 6-seater and 7-seater flagship premium smart electric SUV; the ES6, the company’s 5-seater high-performance premium smart electric SUV; and the EC6, the company’s 5-seater premium electric coupe SUV.The number of vehicle deliveries provides an indication of the demand for NIO's vehicles as well as the company's ability to scale production.</p><p><blockquote>如上所述,投资者也在关注蔚来每个季度交付的汽车数量。蔚来从其提供的各种服务中产生一些收入,但大部分收入来自汽车销售。目前,该公司交付三种类型的车辆:ES8,该公司的6座和7座旗舰高端智能电动SUV;ES6,该公司的5座高性能高端智能电动SUV;以及该公司的 5 座高端电动轿跑车 EC6。车辆交付数量表明了蔚来汽车的需求以及该公司扩大生产的能力。</blockquote></p><p></p><p> NIO has significantly ramped up its production over the past few years. The company delivered 11,350 vehicles in FY 2018. In FY 2020, it had nearly quadrupled that figure, delivering 43,730 vehicles. Despite a slowdown in Q1 FY 2020 amid the COVID-19 pandemic, NIO quickly made up for the Q1 drop in deliveries with a 190.8% year-over-year increase in Q2 FY 2020. Total vehicle delivery growth decelerated to 154.3% in Q3 and then to 111.0% in Q4. However, vehicle deliveries rose 423.0% in Q1 FY 2021, hitting a new quarterly record, as mentioned above. For full-year FY 2021, analysts are forecasting NIO to deliver 88,280 vehicles, which would be more than double last year's total deliveries. However, NIO warned investors in early March that the global chip shortage is likely to cut its production capacity, at least in the second quarter.</p><p><blockquote>蔚来在过去几年中大幅增加了产量。该公司在2018财年交付了11,350辆汽车。2020 财年,这一数字几乎翻了两番,交付了 43,730 辆汽车。尽管2020财年第一季度因新冠肺炎疫情而放缓,但蔚来迅速弥补了第一季度交付量的下降,2020财年第二季度交付量同比增长190.8%。第三季度汽车总交付量增长率放缓至 154.3%,第四季度又放缓至 111.0%。然而,如上所述,2021 财年第一季度汽车交付量增长了 423.0%,创下了新的季度记录。对于2021财年全年,分析师预测蔚来将交付88,280辆汽车,这将是去年总交付量的两倍多。然而,蔚来在3月初警告投资者,全球芯片短缺可能会削减其产能,至少在第二季度如此。</blockquote></p><p></p>","source":"lsy1606203311635","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Q1 2021 Earnings Report Preview: What to Look For<blockquote>蔚来 2021 年第一季度收益报告预览:看点</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\">\nNIO Q1 2021 Earnings Report Preview: What to Look For<blockquote>蔚来 2021 年第一季度收益报告预览:看点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestoPedia</strong><span class=\"h-time small\">2021-04-29 11:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Focus on NIO vehicle deliveries</p><p><blockquote>专注于蔚来汽车交付</blockquote></p><p> <b>KEY TAKEAWAYS</b></p><p><blockquote><b>主要要点</b></blockquote></p><p> <ul> <li>Analysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.</li> <li>Vehicle deliveries, already announced, rose dramatically YOY.</li> <li>Revenue is expected to soar on expanding vehicle sales.</li> </ul> NIO Inc. (NIO), like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles (EVs). NIO's production stoppage in late March had little impact on the company's record vehicle deliveries in Q1, but it could affect future production numbers.</p><p><blockquote><ul><li>分析师预计 2020 财年第一季度每股美国存托凭证收益为 -0.72 元,而 -1.66 元。</li><li>已经宣布的汽车交付量同比大幅增长。</li><li>随着汽车销量的扩大,收入预计将飙升。</li></ul>与许多其他汽车制造商一样,由于全球半导体短缺,蔚来(蔚来)今年被迫停产。半导体芯片广泛用于智能手机、计算机和其他电子设备,对于高端电动汽车 (EV) 制造商蔚来来说尤为重要。蔚来汽车3月下旬的停产对该公司第一季度创纪录的汽车交付量影响不大,但可能会影响未来的产量。</blockquote></p><p> Investors will focus on how these forces affect NIO's immediate results, as well as its financial outlook, when the company reports earnings on April 29, 2021 for Q1 FY 2021.Analysts are expecting the company's loss per American depositary share (ADS) to narrow significantly as revenue expands at a rapid pace.</p><p><blockquote>当蔚来汽车于 2021 年 4 月 29 日公布 2021 财年第一季度收益时,投资者将关注这些力量如何影响蔚来汽车的近期业绩及其财务前景。分析师预计,随着收入的快速增长,该公司每股美国存托股 (ADS) 的亏损将大幅缩小。</blockquote></p><p> Vehicle deliveries are another key metric investors watch in order to gauge the company's productive capacity. NIO already reported vehicle deliveries for the first quarter earlier this month, achieving a new quarterly record despite total deliveries coming in slightly below expectations.</p><p><blockquote>汽车交付量是投资者衡量公司生产能力的另一个关键指标。蔚来本月早些时候已经公布了第一季度的汽车交付量,尽管总交付量略低于预期,但仍创下了新的季度记录。</blockquote></p><p> Shares of NIO have dramatically outperformed the broader market over the past year. But after reaching all-time highs earlier this year, the stock has fallen considerably and has been trading mostly sideways since early March. NIO's shares have provided investors with an astronomic total return of 1,171.9% over the past year, well above the S&P 500's total return of 45.5%.</p><p><blockquote>过去一年,蔚来股价的表现大幅优于大盘。但在今年早些时候触及历史高点后,该股大幅下跌,自 3 月初以来大部分时间横盘整理。过去一年,蔚来汽车的股票为投资者提供了1,171.9%的天文数字总回报率,远高于标准普尔500指数45.5%的总回报率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e1a915810ccbc7f07ec2adf16865b\" tg-width=\"3004\" tg-height=\"1798\"><span>Source: TradingView.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:TradingView。</span></p></blockquote></p><p> <b>NIO Earnings History</b></p><p><blockquote><b>蔚来盈利历史</b></blockquote></p><p> The stock, which had been gathering downward momentum after peaking around mid-February, plunged following NIO's Q4 FY 2020 earnings report released at the beginning of March. The company reported a much larger loss per ADS than analysts expected and revenue also missed estimates. However, NIO's loss narrowed considerably compared to the year-ago quarter and revenue was still up 133.2%.The company was optimistic about its performance, noting that its gross margin rose to 17.2% compared to negative 8.9% in the year-ago quarter.</p><p><blockquote>该股在 2 月中旬左右见顶后一直在积聚下跌动力,但在蔚来汽车 3 月初发布 2020 财年第四季度收益报告后暴跌。该公司报告的每股美国存托凭证亏损远高于分析师预期,收入也低于预期。不过,蔚来汽车的亏损较去年同期大幅收窄,收入仍增长133.2%。该公司对其业绩持乐观态度,指出其毛利率从去年同期的负8.9%升至17.2%。</blockquote></p><p> In Q3 FY 2020, NIO posted a loss per ADS of 0.98 yuan ($0.15 as of the CNY/USD exchange rate on April 27, 2021).It was the smallest loss in at least 11 quarters. Revenue rose 146.4%, maintaining the pace of growth achieved in the second quarter.NIO said it delivered a record number of vehicles and saw improvements in its average selling price. The company also said that it was the second straight quarter of positive cash flow from operating activities.</p><p><blockquote>2020财年第三季度,蔚来公布每股美国存托凭证亏损0.98元(按2021年4月27日人民币/美元汇率计算为0.15美元)。这是至少11个季度以来最小的损失。收入增长146.4%,保持了第二季度的增长速度。蔚来表示,交付的车辆数量创历史新高,平均售价有所提高。该公司还表示,这是连续第二个季度经营活动现金流为正。</blockquote></p><p> Analysts expect continued improvement in NIO's financial results in Q1 FY 2021. While NIO is still expected to post another loss per ADS, it is estimated to be the lowest in at least 14 quarters. Revenue for the quarter is forecast to rise 446.1%, which would be the fastest pace since Q2 FY 2019. For full-year FY 2021, analysts are currently expecting NIO to achieve a loss of 2.72 yuan per ADS, which would be the smallest loss in at least five years. Revenue is expected to rise 109.7%, a faster pace than in each of the last two years.</p><p><blockquote>分析师预计蔚来汽车2021财年第一季度的财务业绩将继续改善。虽然预计蔚来每股广告仍将出现另一次亏损,但预计这是至少 14 个季度以来的最低水平。该季度收入预计将增长 446.1%,这将是自 2019 财年第二季度以来的最快增速。对于2021财年全年,分析师目前预计蔚来每股ADS亏损2.72元,这将是至少五年来的最小亏损。收入预计将增长 109.7%,增速快于过去两年的每一年。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d412a9c0aea28621f713f5afbfba444c\" tg-width=\"885\" tg-height=\"352\"><span>Source: Visible Alpha; NIO Inc.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:可见阿尔法;蔚来</span></p></blockquote></p><p> <b>The Key Metric</b></p><p><blockquote><b>关键指标</b></blockquote></p><p> As mentioned above, investors are also watching the number of vehicles NIO delivers each quarter. NIO generates some revenue from various services it provides, but the majority of revenue is derived from vehicle sales.Currently, the company makes deliveries of three types of vehicles: the ES8, the company's 6-seater and 7-seater flagship premium smart electric SUV; the ES6, the company’s 5-seater high-performance premium smart electric SUV; and the EC6, the company’s 5-seater premium electric coupe SUV.The number of vehicle deliveries provides an indication of the demand for NIO's vehicles as well as the company's ability to scale production.</p><p><blockquote>如上所述,投资者也在关注蔚来每个季度交付的汽车数量。蔚来从其提供的各种服务中产生一些收入,但大部分收入来自汽车销售。目前,该公司交付三种类型的车辆:ES8,该公司的6座和7座旗舰高端智能电动SUV;ES6,该公司的5座高性能高端智能电动SUV;以及该公司的 5 座高端电动轿跑车 EC6。车辆交付数量表明了蔚来汽车的需求以及该公司扩大生产的能力。</blockquote></p><p></p><p> NIO has significantly ramped up its production over the past few years. The company delivered 11,350 vehicles in FY 2018. In FY 2020, it had nearly quadrupled that figure, delivering 43,730 vehicles. Despite a slowdown in Q1 FY 2020 amid the COVID-19 pandemic, NIO quickly made up for the Q1 drop in deliveries with a 190.8% year-over-year increase in Q2 FY 2020. Total vehicle delivery growth decelerated to 154.3% in Q3 and then to 111.0% in Q4. However, vehicle deliveries rose 423.0% in Q1 FY 2021, hitting a new quarterly record, as mentioned above. For full-year FY 2021, analysts are forecasting NIO to deliver 88,280 vehicles, which would be more than double last year's total deliveries. However, NIO warned investors in early March that the global chip shortage is likely to cut its production capacity, at least in the second quarter.</p><p><blockquote>蔚来在过去几年中大幅增加了产量。该公司在2018财年交付了11,350辆汽车。2020 财年,这一数字几乎翻了两番,交付了 43,730 辆汽车。尽管2020财年第一季度因新冠肺炎疫情而放缓,但蔚来迅速弥补了第一季度交付量的下降,2020财年第二季度交付量同比增长190.8%。第三季度汽车总交付量增长率放缓至 154.3%,第四季度又放缓至 111.0%。然而,如上所述,2021 财年第一季度汽车交付量增长了 423.0%,创下了新的季度记录。对于2021财年全年,分析师预测蔚来将交付88,280辆汽车,这将是去年总交付量的两倍多。然而,蔚来在3月初警告投资者,全球芯片短缺可能会削减其产能,至少在第二季度如此。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.investopedia.com/nio-q1-2021-earnings-report-preview-5180991\">InvestoPedia</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":{"NIO":"蔚来"},"source_url":"https://www.investopedia.com/nio-q1-2021-earnings-report-preview-5180991","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183966356","content_text":"Focus on NIO vehicle deliveries\nKEY TAKEAWAYS\n\nAnalysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.\nVehicle deliveries, already announced, rose dramatically YOY.\nRevenue is expected to soar on expanding vehicle sales.\n\nNIO Inc. (NIO), like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles (EVs). NIO's production stoppage in late March had little impact on the company's record vehicle deliveries in Q1, but it could affect future production numbers.\nInvestors will focus on how these forces affect NIO's immediate results, as well as its financial outlook, when the company reports earnings on April 29, 2021 for Q1 FY 2021.Analysts are expecting the company's loss per American depositary share (ADS) to narrow significantly as revenue expands at a rapid pace.\nVehicle deliveries are another key metric investors watch in order to gauge the company's productive capacity. NIO already reported vehicle deliveries for the first quarter earlier this month, achieving a new quarterly record despite total deliveries coming in slightly below expectations.\nShares of NIO have dramatically outperformed the broader market over the past year. But after reaching all-time highs earlier this year, the stock has fallen considerably and has been trading mostly sideways since early March. NIO's shares have provided investors with an astronomic total return of 1,171.9% over the past year, well above the S&P 500's total return of 45.5%.\nSource: TradingView.\nNIO Earnings History\nThe stock, which had been gathering downward momentum after peaking around mid-February, plunged following NIO's Q4 FY 2020 earnings report released at the beginning of March. The company reported a much larger loss per ADS than analysts expected and revenue also missed estimates. However, NIO's loss narrowed considerably compared to the year-ago quarter and revenue was still up 133.2%.The company was optimistic about its performance, noting that its gross margin rose to 17.2% compared to negative 8.9% in the year-ago quarter.\nIn Q3 FY 2020, NIO posted a loss per ADS of 0.98 yuan ($0.15 as of the CNY/USD exchange rate on April 27, 2021).It was the smallest loss in at least 11 quarters. Revenue rose 146.4%, maintaining the pace of growth achieved in the second quarter.NIO said it delivered a record number of vehicles and saw improvements in its average selling price. The company also said that it was the second straight quarter of positive cash flow from operating activities.\nAnalysts expect continued improvement in NIO's financial results in Q1 FY 2021. While NIO is still expected to post another loss per ADS, it is estimated to be the lowest in at least 14 quarters. Revenue for the quarter is forecast to rise 446.1%, which would be the fastest pace since Q2 FY 2019. For full-year FY 2021, analysts are currently expecting NIO to achieve a loss of 2.72 yuan per ADS, which would be the smallest loss in at least five years. Revenue is expected to rise 109.7%, a faster pace than in each of the last two years.\nSource: Visible Alpha; NIO Inc.\nThe Key Metric\nAs mentioned above, investors are also watching the number of vehicles NIO delivers each quarter. NIO generates some revenue from various services it provides, but the majority of revenue is derived from vehicle sales.Currently, the company makes deliveries of three types of vehicles: the ES8, the company's 6-seater and 7-seater flagship premium smart electric SUV; the ES6, the company’s 5-seater high-performance premium smart electric SUV; and the EC6, the company’s 5-seater premium electric coupe SUV.The number of vehicle deliveries provides an indication of the demand for NIO's vehicles as well as the company's ability to scale production.\nNIO has significantly ramped up its production over the past few years. The company delivered 11,350 vehicles in FY 2018. In FY 2020, it had nearly quadrupled that figure, delivering 43,730 vehicles. Despite a slowdown in Q1 FY 2020 amid the COVID-19 pandemic, NIO quickly made up for the Q1 drop in deliveries with a 190.8% year-over-year increase in Q2 FY 2020. Total vehicle delivery growth decelerated to 154.3% in Q3 and then to 111.0% in Q4. However, vehicle deliveries rose 423.0% in Q1 FY 2021, hitting a new quarterly record, as mentioned above. For full-year FY 2021, analysts are forecasting NIO to deliver 88,280 vehicles, which would be more than double last year's total deliveries. However, NIO warned investors in early March that the global chip shortage is likely to cut its production capacity, at least in the second quarter.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":5327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109639896,"gmtCreate":1619688702415,"gmtModify":1634210711260,"author":{"id":"3577778062261432","authorId":"3577778062261432","name":"kariman","avatar":"https://static.tigerbbs.com/427e34342418e0977ad4eccbfc1aa12a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577778062261432","authorIdStr":"3577778062261432"},"themes":[],"title":"","htmlText":"When u sell they go up.","listText":"When u sell they go up.","text":"When u sell they go up.","images":[{"img":"https://static.tigerbbs.com/735c335b899ff46f22c2bef714d7a3f6","width":"1080","height":"2007"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109639896","isVote":1,"tweetType":1,"viewCount":3639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":100496527,"gmtCreate":1619626507869,"gmtModify":1634211208033,"author":{"id":"3577778062261432","authorId":"3577778062261432","name":"kariman","avatar":"https://static.tigerbbs.com/427e34342418e0977ad4eccbfc1aa12a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577778062261432","authorIdStr":"3577778062261432"},"themes":[],"title":"","htmlText":"Long hold","listText":"Long hold","text":"Long 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it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/372156324","repostId":"1143062408","repostType":4,"isVote":1,"tweetType":1,"viewCount":4904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":372156324,"gmtCreate":1619187433368,"gmtModify":1634287896658,"author":{"id":"3577778062261432","authorId":"3577778062261432","name":"kariman","avatar":"https://static.tigerbbs.com/427e34342418e0977ad4eccbfc1aa12a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577778062261432","authorIdStr":"3577778062261432"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/372156324","repostId":"1143062408","repostType":4,"isVote":1,"tweetType":1,"viewCount":4904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101601958,"gmtCreate":1619885871974,"gmtModify":1634209301424,"author":{"id":"3577778062261432","authorId":"3577778062261432","name":"kariman","avatar":"https://static.tigerbbs.com/427e34342418e0977ad4eccbfc1aa12a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577778062261432","authorIdStr":"3577778062261432"},"themes":[],"title":"","htmlText":"Whhhhuuuuutttt","listText":"Whhhhuuuuutttt","text":"Whhhhuuuuutttt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101601958","repostId":"1186088353","repostType":4,"isVote":1,"tweetType":1,"viewCount":4546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108934628,"gmtCreate":1619975118064,"gmtModify":1634208799430,"author":{"id":"3577778062261432","authorId":"3577778062261432","name":"kariman","avatar":"https://static.tigerbbs.com/427e34342418e0977ad4eccbfc1aa12a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577778062261432","authorIdStr":"3577778062261432"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/108934628","repostId":"1115363330","repostType":4,"repost":{"id":"1115363330","kind":"news","pubTimestamp":1619791216,"share":"https://www.laohunote.com/m/news/1115363330?lang=zh_CN&edition=full","pubTime":"2021-04-30 22:00","market":"us","language":"en","title":"3 of Cathie Wood's Biggest Losers of 2021 That Should Still Be Huge Long-Term Winners<blockquote>凯西·伍德 (Cathie Wood) 2021 年最大的 3 个输家仍然应该是巨大的长期赢家</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115363330","media":"Motley Fool","summary":"David Gardner, a co-founder of The Motley Fool, often says that \"winners win.\" And he's exactly righ","content":"<p>David Gardner, a co-founder of The Motley Fool, often says that \"winners win.\" And he's exactly right. However, he would be the first to tell you that winners don't win<i>all</i>of the time. They have their ups and downs.</p><p><blockquote>Motley Fool 的联合创始人大卫·加德纳 (David Gardner) 经常说“赢家获胜”。他说得完全正确。然而,他会第一个告诉你胜利者不会赢<i>全部</i>那个时候。他们有起起落落。</blockquote></p><p> Case in point: Cathie Wood certainly qualifies as a winner. Her ARK Invest exchange-traded funds have ranked among the best-performing ETFs in recent years. Not every stock in those funds has delivered a great return so far in 2021, though.</p><p><blockquote>典型的例子:凯西·伍德当然有资格成为赢家。她的 ARK Invest 交易所交易基金是近年来表现最好的 ETF 之一。不过,2021 年迄今为止,并非这些基金中的每只股票都能带来丰厚的回报。</blockquote></p><p> Several of the ARK Invest CEO's favorites are actually down year to date. Don't count all of those recent underperformers out just yet, though. These three are among Wood's biggest losers of 2021, and all should still be huge winners over the long run.</p><p><blockquote>ARK Invest 首席执行官最喜欢的几只股票实际上今年迄今为止都在下跌。不过,不要把最近表现不佳的公司都算在内。这三个人是伍德2021年最大的输家之一,从长远来看,他们都应该是巨大的赢家。</blockquote></p><p> Teladoc Health</p><p><blockquote>泰拉多克健康</blockquote></p><p> <b>Teladoc Health</b>(NYSE:TDOC)shares have fallen more than 15% year to date, and that's weighing on several of Wood's ETFs. Teladoc is the top holding in the<b>ARK Genomic Revolution ETF</b>, the second-largest position in the<b>ARK Innovation ETF</b>, and the fifth-largest holding in the<b>ARK Next Generation Internet ETF</b>.</p><p><blockquote><b>泰拉多克健康</b>(纽约证券交易所股票代码:TDOC)今年迄今已下跌超过 15%,这给伍德的几只 ETF 带来了压力。Teladoc 是最大的控股公司<b>方舟基因组革命 ETF</b>,第二大位置<b>方舟创新ETF</b>以及第五大持股<b>方舟下一代互联网ETF</b>.</blockquote></p><p> It appears that many investors are focusing only on the negatives for Teladoc. For example,in its Q1 update, the company reported a huge net loss and said that U.S. paid membership in the quarter slipped to 51.5 million from 51.8 million in the fourth quarter of 2020.</p><p><blockquote>许多投资者似乎只关注 Teladoc 的负面影响。例如,在第一季度更新中,该公司报告了巨额净亏损,并表示本季度美国付费会员从 2020 年第四季度的 5180 万下滑至 5150 万。</blockquote></p><p> However, that's only part of the story. Teladoc's total visits and utilization rate continue to climb. And much of that big loss was related to the company's acquisitions of Livongo and InTouch Health, deals that are already helping drive its revenue growth.</p><p><blockquote>然而,这只是故事的一部分。Teladoc 的总访问量和利用率持续攀升。这一巨额亏损很大程度上与该公司收购 Livongo 和 InTouch Health 有关,这些交易已经帮助推动了其收入增长。</blockquote></p><p> My view is that Teladoc's downturn will be temporary. The long-term opportunities for the company in virtual care remain exceptionally strong.</p><p><blockquote>我认为 Teladoc 的低迷将是暂时的。该公司在虚拟护理领域的长期机会仍然异常强劲。</blockquote></p><p> Unity Software</p><p><blockquote>Unity软件</blockquote></p><p> <b>Unity Software</b>(NYSE:U)has been an especially poor performer for Wood this year -- the stock has plunged more than 30%. The gaming platform leader ranks No. 10 among the ARK Next Generation Internet ETF's holdings and No. 12 for the ARK Innovation ETF.</p><p><blockquote><b>Unity软件</b>(纽约证券交易所股票代码:U)今年的表现尤其糟糕——该股已暴跌超过 30%。这家游戏平台领导者在方舟下一代互联网 ETF 持有的股票中排名第 10,在方舟创新 ETF 中排名第 12。</blockquote></p><p> The main knock against Unity is its slowing growth rate. In the fourth quarter of 2020, the company reported a 39% year-over-year revenue increase. However, that was weaker than its full-year revenue growth rate of 43%. Even more concerning, Unity provided a full-year revenue guidance range for 2021 anticipating growth of 24% at the midpoint.</p><p><blockquote>对 Unity 的主要打击是其增长率放缓。2020年第四季度,该公司报告收入同比增长39%。然而,这低于其43%的全年收入增长率。更令人担忧的是,Unity 提供了 2021 年全年收入指导范围,预计中点增长 24%。</blockquote></p><p> I don't think investors should be worried, though. For one thing, the pandemic boosted Unity's growth in 2020. It's not surprising that growth would slow somewhat after such an exceptional year. The company also anticipates taking a one-time hit to revenue in 2021 as advertisers adjust to<b>Apple</b>'s new IDFA user identification method.</p><p><blockquote>不过,我认为投资者不必担心。首先,疫情促进了 Unity 在 2020 年的增长。在经历了如此特殊的一年后,增长会有所放缓也就不足为奇了。该公司还预计,随着广告商的调整,2021 年收入将受到一次性打击<b>苹果</b>的新IDFA用户识别方法。</blockquote></p><p> Unity still expects to generate annual revenue growth of at least 30% over the long term. Wood clearly remains a fan of the stock -- her ARK Innovation ETFscooped up more sharesrecently. I think that her optimism in this case is spot on.</p><p><blockquote>Unity 仍预计从长远来看,年收入将增长至少 30%。伍德显然仍然是该股的粉丝——她的方舟创新 ETF 最近买入了更多股票。我认为她在这种情况下的乐观是正确的。</blockquote></p><p> Vertex Pharmaceuticals</p><p><blockquote>顶点制药</blockquote></p><p> <b>Vertex Pharmaceuticals</b>(NASDAQ:VRTX)hasn't been quite as big of a problem for Wood in 2021 as Teladoc and Unity. However, thebiotech stockhas fallen more than 10% year to date. It's the seventh-largest position for the ARK Genomic Revolution ETF.</p><p><blockquote><b>顶点制药</b>(纳斯达克股票代码:VRTX)在 2021 年对伍德来说并不像 Teladoc 和 Unity 那样成为大问题。然而,生物技术股今年迄今已下跌超过 10%。这是方舟基因组革命 ETF 的第七大头寸。</blockquote></p><p> Wall Street analysts weren't happy with the Q4 results Vertex reported in February. Although the company narrowly beat revenue expectations, its adjusted earnings came in below analysts' estimates. Vertex also provided guidance for 2021 that anticipated slowing growth.</p><p><blockquote>华尔街分析师对 Vertex 二月份公布的第四季度业绩并不满意。尽管该公司的收入略微超出预期,但其调整后盈利低于分析师的预期。Vertex 还为 2021 年提供了预计增长放缓的指导。</blockquote></p><p> However, Vertex still has a big market opportunity ahead for its newest cystic fibrosis treatment, Trikafta/Kaftrio, in Europe. The triple-drug combination quickly became a blockbuster in the U.S. after winning approval. However, its growth curve in Europe will take more time because Vertex has to negotiate reimbursement deals with the healthcare regulators in each individual country.</p><p><blockquote>然而,Vertex 在欧洲的最新囊性纤维化治疗药物 Trikafta/Kaftrio 仍有巨大的市场机会。三联药组合在赢得批准后迅速在美国一鸣惊人。然而,其在欧洲的增长曲线将需要更多时间,因为 Vertex 必须与每个国家的医疗保健监管机构协商报销协议。</blockquote></p><p> I fully expect Vertex will achieve tremendous success outside of the cystic fibrosis market over the next few years. The big biotech seems really confident about the prospects for its candidate gene-editing therapy CTX001 in treating a pair of rare blood disorders: sickle cell disease and beta-thalassemia. It also has other promising pipeline candidates as well as a hefty cash stockpile. Vertex, like Teladoc and Unity, looks like a long-term winner despite its losing ways of late.</p><p><blockquote>我完全预计 Vertex 将在未来几年内在囊性纤维化市场之外取得巨大成功。这家大型生物技术公司似乎对其候选基因编辑疗法 CTX001 在治疗两种罕见血液疾病方面的前景非常有信心:镰状细胞病和β-地中海贫血。它还有其他有前途的管道候选者以及大量的现金储备。像Teladoc和Unity一样,Vertex看起来是一个长期的赢家,尽管它最近失败了。</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>3 of Cathie Wood's Biggest Losers of 2021 That Should Still Be Huge Long-Term Winners<blockquote>凯西·伍德 (Cathie Wood) 2021 年最大的 3 个输家仍然应该是巨大的长期赢家</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\">\n3 of Cathie Wood's Biggest Losers of 2021 That Should Still Be Huge Long-Term Winners<blockquote>凯西·伍德 (Cathie Wood) 2021 年最大的 3 个输家仍然应该是巨大的长期赢家</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\">2021-04-30 22:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>David Gardner, a co-founder of The Motley Fool, often says that \"winners win.\" And he's exactly right. However, he would be the first to tell you that winners don't win<i>all</i>of the time. They have their ups and downs.</p><p><blockquote>Motley Fool 的联合创始人大卫·加德纳 (David Gardner) 经常说“赢家获胜”。他说得完全正确。然而,他会第一个告诉你胜利者不会赢<i>全部</i>那个时候。他们有起起落落。</blockquote></p><p> Case in point: Cathie Wood certainly qualifies as a winner. Her ARK Invest exchange-traded funds have ranked among the best-performing ETFs in recent years. Not every stock in those funds has delivered a great return so far in 2021, though.</p><p><blockquote>典型的例子:凯西·伍德当然有资格成为赢家。她的 ARK Invest 交易所交易基金是近年来表现最好的 ETF 之一。不过,2021 年迄今为止,并非这些基金中的每只股票都能带来丰厚的回报。</blockquote></p><p> Several of the ARK Invest CEO's favorites are actually down year to date. Don't count all of those recent underperformers out just yet, though. These three are among Wood's biggest losers of 2021, and all should still be huge winners over the long run.</p><p><blockquote>ARK Invest 首席执行官最喜欢的几只股票实际上今年迄今为止都在下跌。不过,不要把最近表现不佳的公司都算在内。这三个人是伍德2021年最大的输家之一,从长远来看,他们都应该是巨大的赢家。</blockquote></p><p> Teladoc Health</p><p><blockquote>泰拉多克健康</blockquote></p><p> <b>Teladoc Health</b>(NYSE:TDOC)shares have fallen more than 15% year to date, and that's weighing on several of Wood's ETFs. Teladoc is the top holding in the<b>ARK Genomic Revolution ETF</b>, the second-largest position in the<b>ARK Innovation ETF</b>, and the fifth-largest holding in the<b>ARK Next Generation Internet ETF</b>.</p><p><blockquote><b>泰拉多克健康</b>(纽约证券交易所股票代码:TDOC)今年迄今已下跌超过 15%,这给伍德的几只 ETF 带来了压力。Teladoc 是最大的控股公司<b>方舟基因组革命 ETF</b>,第二大位置<b>方舟创新ETF</b>以及第五大持股<b>方舟下一代互联网ETF</b>.</blockquote></p><p> It appears that many investors are focusing only on the negatives for Teladoc. For example,in its Q1 update, the company reported a huge net loss and said that U.S. paid membership in the quarter slipped to 51.5 million from 51.8 million in the fourth quarter of 2020.</p><p><blockquote>许多投资者似乎只关注 Teladoc 的负面影响。例如,在第一季度更新中,该公司报告了巨额净亏损,并表示本季度美国付费会员从 2020 年第四季度的 5180 万下滑至 5150 万。</blockquote></p><p> However, that's only part of the story. Teladoc's total visits and utilization rate continue to climb. And much of that big loss was related to the company's acquisitions of Livongo and InTouch Health, deals that are already helping drive its revenue growth.</p><p><blockquote>然而,这只是故事的一部分。Teladoc 的总访问量和利用率持续攀升。这一巨额亏损很大程度上与该公司收购 Livongo 和 InTouch Health 有关,这些交易已经帮助推动了其收入增长。</blockquote></p><p> My view is that Teladoc's downturn will be temporary. The long-term opportunities for the company in virtual care remain exceptionally strong.</p><p><blockquote>我认为 Teladoc 的低迷将是暂时的。该公司在虚拟护理领域的长期机会仍然异常强劲。</blockquote></p><p> Unity Software</p><p><blockquote>Unity软件</blockquote></p><p> <b>Unity Software</b>(NYSE:U)has been an especially poor performer for Wood this year -- the stock has plunged more than 30%. The gaming platform leader ranks No. 10 among the ARK Next Generation Internet ETF's holdings and No. 12 for the ARK Innovation ETF.</p><p><blockquote><b>Unity软件</b>(纽约证券交易所股票代码:U)今年的表现尤其糟糕——该股已暴跌超过 30%。这家游戏平台领导者在方舟下一代互联网 ETF 持有的股票中排名第 10,在方舟创新 ETF 中排名第 12。</blockquote></p><p> The main knock against Unity is its slowing growth rate. In the fourth quarter of 2020, the company reported a 39% year-over-year revenue increase. However, that was weaker than its full-year revenue growth rate of 43%. Even more concerning, Unity provided a full-year revenue guidance range for 2021 anticipating growth of 24% at the midpoint.</p><p><blockquote>对 Unity 的主要打击是其增长率放缓。2020年第四季度,该公司报告收入同比增长39%。然而,这低于其43%的全年收入增长率。更令人担忧的是,Unity 提供了 2021 年全年收入指导范围,预计中点增长 24%。</blockquote></p><p> I don't think investors should be worried, though. For one thing, the pandemic boosted Unity's growth in 2020. It's not surprising that growth would slow somewhat after such an exceptional year. The company also anticipates taking a one-time hit to revenue in 2021 as advertisers adjust to<b>Apple</b>'s new IDFA user identification method.</p><p><blockquote>不过,我认为投资者不必担心。首先,疫情促进了 Unity 在 2020 年的增长。在经历了如此特殊的一年后,增长会有所放缓也就不足为奇了。该公司还预计,随着广告商的调整,2021 年收入将受到一次性打击<b>苹果</b>的新IDFA用户识别方法。</blockquote></p><p> Unity still expects to generate annual revenue growth of at least 30% over the long term. Wood clearly remains a fan of the stock -- her ARK Innovation ETFscooped up more sharesrecently. I think that her optimism in this case is spot on.</p><p><blockquote>Unity 仍预计从长远来看,年收入将增长至少 30%。伍德显然仍然是该股的粉丝——她的方舟创新 ETF 最近买入了更多股票。我认为她在这种情况下的乐观是正确的。</blockquote></p><p> Vertex Pharmaceuticals</p><p><blockquote>顶点制药</blockquote></p><p> <b>Vertex Pharmaceuticals</b>(NASDAQ:VRTX)hasn't been quite as big of a problem for Wood in 2021 as Teladoc and Unity. However, thebiotech stockhas fallen more than 10% year to date. It's the seventh-largest position for the ARK Genomic Revolution ETF.</p><p><blockquote><b>顶点制药</b>(纳斯达克股票代码:VRTX)在 2021 年对伍德来说并不像 Teladoc 和 Unity 那样成为大问题。然而,生物技术股今年迄今已下跌超过 10%。这是方舟基因组革命 ETF 的第七大头寸。</blockquote></p><p> Wall Street analysts weren't happy with the Q4 results Vertex reported in February. Although the company narrowly beat revenue expectations, its adjusted earnings came in below analysts' estimates. Vertex also provided guidance for 2021 that anticipated slowing growth.</p><p><blockquote>华尔街分析师对 Vertex 二月份公布的第四季度业绩并不满意。尽管该公司的收入略微超出预期,但其调整后盈利低于分析师的预期。Vertex 还为 2021 年提供了预计增长放缓的指导。</blockquote></p><p> However, Vertex still has a big market opportunity ahead for its newest cystic fibrosis treatment, Trikafta/Kaftrio, in Europe. The triple-drug combination quickly became a blockbuster in the U.S. after winning approval. However, its growth curve in Europe will take more time because Vertex has to negotiate reimbursement deals with the healthcare regulators in each individual country.</p><p><blockquote>然而,Vertex 在欧洲的最新囊性纤维化治疗药物 Trikafta/Kaftrio 仍有巨大的市场机会。三联药组合在赢得批准后迅速在美国一鸣惊人。然而,其在欧洲的增长曲线将需要更多时间,因为 Vertex 必须与每个国家的医疗保健监管机构协商报销协议。</blockquote></p><p> I fully expect Vertex will achieve tremendous success outside of the cystic fibrosis market over the next few years. The big biotech seems really confident about the prospects for its candidate gene-editing therapy CTX001 in treating a pair of rare blood disorders: sickle cell disease and beta-thalassemia. It also has other promising pipeline candidates as well as a hefty cash stockpile. Vertex, like Teladoc and Unity, looks like a long-term winner despite its losing ways of late.</p><p><blockquote>我完全预计 Vertex 将在未来几年内在囊性纤维化市场之外取得巨大成功。这家大型生物技术公司似乎对其候选基因编辑疗法 CTX001 在治疗两种罕见血液疾病方面的前景非常有信心:镰状细胞病和β-地中海贫血。它还有其他有前途的管道候选者以及大量的现金储备。像Teladoc和Unity一样,Vertex看起来是一个长期的赢家,尽管它最近失败了。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/04/30/3-of-cathie-woods-biggest-losers-of-2021-that-shou/\">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":{},"source_url":"https://www.fool.com/investing/2021/04/30/3-of-cathie-woods-biggest-losers-of-2021-that-shou/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115363330","content_text":"David Gardner, a co-founder of The Motley Fool, often says that \"winners win.\" And he's exactly right. However, he would be the first to tell you that winners don't winallof the time. They have their ups and downs.\nCase in point: Cathie Wood certainly qualifies as a winner. Her ARK Invest exchange-traded funds have ranked among the best-performing ETFs in recent years. Not every stock in those funds has delivered a great return so far in 2021, though.\nSeveral of the ARK Invest CEO's favorites are actually down year to date. Don't count all of those recent underperformers out just yet, though. These three are among Wood's biggest losers of 2021, and all should still be huge winners over the long run.\nTeladoc Health\nTeladoc Health(NYSE:TDOC)shares have fallen more than 15% year to date, and that's weighing on several of Wood's ETFs. Teladoc is the top holding in theARK Genomic Revolution ETF, the second-largest position in theARK Innovation ETF, and the fifth-largest holding in theARK Next Generation Internet ETF.\nIt appears that many investors are focusing only on the negatives for Teladoc. For example,in its Q1 update, the company reported a huge net loss and said that U.S. paid membership in the quarter slipped to 51.5 million from 51.8 million in the fourth quarter of 2020.\nHowever, that's only part of the story. Teladoc's total visits and utilization rate continue to climb. And much of that big loss was related to the company's acquisitions of Livongo and InTouch Health, deals that are already helping drive its revenue growth.\nMy view is that Teladoc's downturn will be temporary. The long-term opportunities for the company in virtual care remain exceptionally strong.\nUnity Software\nUnity Software(NYSE:U)has been an especially poor performer for Wood this year -- the stock has plunged more than 30%. The gaming platform leader ranks No. 10 among the ARK Next Generation Internet ETF's holdings and No. 12 for the ARK Innovation ETF.\nThe main knock against Unity is its slowing growth rate. In the fourth quarter of 2020, the company reported a 39% year-over-year revenue increase. However, that was weaker than its full-year revenue growth rate of 43%. Even more concerning, Unity provided a full-year revenue guidance range for 2021 anticipating growth of 24% at the midpoint.\nI don't think investors should be worried, though. For one thing, the pandemic boosted Unity's growth in 2020. It's not surprising that growth would slow somewhat after such an exceptional year. The company also anticipates taking a one-time hit to revenue in 2021 as advertisers adjust toApple's new IDFA user identification method.\nUnity still expects to generate annual revenue growth of at least 30% over the long term. Wood clearly remains a fan of the stock -- her ARK Innovation ETFscooped up more sharesrecently. I think that her optimism in this case is spot on.\nVertex Pharmaceuticals\nVertex Pharmaceuticals(NASDAQ:VRTX)hasn't been quite as big of a problem for Wood in 2021 as Teladoc and Unity. However, thebiotech stockhas fallen more than 10% year to date. It's the seventh-largest position for the ARK Genomic Revolution ETF.\nWall Street analysts weren't happy with the Q4 results Vertex reported in February. Although the company narrowly beat revenue expectations, its adjusted earnings came in below analysts' estimates. Vertex also provided guidance for 2021 that anticipated slowing growth.\nHowever, Vertex still has a big market opportunity ahead for its newest cystic fibrosis treatment, Trikafta/Kaftrio, in Europe. The triple-drug combination quickly became a blockbuster in the U.S. after winning approval. However, its growth curve in Europe will take more time because Vertex has to negotiate reimbursement deals with the healthcare regulators in each individual country.\nI fully expect Vertex will achieve tremendous success outside of the cystic fibrosis market over the next few years. The big biotech seems really confident about the prospects for its candidate gene-editing therapy CTX001 in treating a pair of rare blood disorders: sickle cell disease and beta-thalassemia. It also has other promising pipeline candidates as well as a hefty cash stockpile. Vertex, like Teladoc and Unity, looks like a long-term winner despite its losing ways of late.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102583844,"gmtCreate":1620224042988,"gmtModify":1634206857075,"author":{"id":"3577778062261432","authorId":"3577778062261432","name":"kariman","avatar":"https://static.tigerbbs.com/427e34342418e0977ad4eccbfc1aa12a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577778062261432","authorIdStr":"3577778062261432"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/102583844","repostId":"2133234175","repostType":4,"isVote":1,"tweetType":1,"viewCount":3600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109442074,"gmtCreate":1619713161798,"gmtModify":1634210483819,"author":{"id":"3577778062261432","authorId":"3577778062261432","name":"kariman","avatar":"https://static.tigerbbs.com/427e34342418e0977ad4eccbfc1aa12a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577778062261432","authorIdStr":"3577778062261432"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109442074","repostId":"1183966356","repostType":4,"repost":{"id":"1183966356","kind":"news","pubTimestamp":1619665696,"share":"https://www.laohunote.com/m/news/1183966356?lang=zh_CN&edition=full","pubTime":"2021-04-29 11:08","market":"us","language":"en","title":"NIO Q1 2021 Earnings Report Preview: What to Look For<blockquote>蔚来 2021 年第一季度收益报告预览:看点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183966356","media":"InvestoPedia","summary":"Analysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.Revenue is expected to soar on expanding vehicle sales.NIO Inc. , like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles . NIO's production stoppage in late March had little impact on the company's record ve","content":"<p>Focus on NIO vehicle deliveries</p><p><blockquote>专注于蔚来汽车交付</blockquote></p><p> <b>KEY TAKEAWAYS</b></p><p><blockquote><b>主要要点</b></blockquote></p><p> <ul> <li>Analysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.</li> <li>Vehicle deliveries, already announced, rose dramatically YOY.</li> <li>Revenue is expected to soar on expanding vehicle sales.</li> </ul> NIO Inc. (NIO), like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles (EVs). NIO's production stoppage in late March had little impact on the company's record vehicle deliveries in Q1, but it could affect future production numbers.</p><p><blockquote><ul><li>分析师预计 2020 财年第一季度每股美国存托凭证收益为 -0.72 元,而 -1.66 元。</li><li>已经宣布的汽车交付量同比大幅增长。</li><li>随着汽车销量的扩大,收入预计将飙升。</li></ul>与许多其他汽车制造商一样,由于全球半导体短缺,蔚来(蔚来)今年被迫停产。半导体芯片广泛用于智能手机、计算机和其他电子设备,对于高端电动汽车 (EV) 制造商蔚来来说尤为重要。蔚来汽车3月下旬的停产对该公司第一季度创纪录的汽车交付量影响不大,但可能会影响未来的产量。</blockquote></p><p> Investors will focus on how these forces affect NIO's immediate results, as well as its financial outlook, when the company reports earnings on April 29, 2021 for Q1 FY 2021.Analysts are expecting the company's loss per American depositary share (ADS) to narrow significantly as revenue expands at a rapid pace.</p><p><blockquote>当蔚来汽车于 2021 年 4 月 29 日公布 2021 财年第一季度收益时,投资者将关注这些力量如何影响蔚来汽车的近期业绩及其财务前景。分析师预计,随着收入的快速增长,该公司每股美国存托股 (ADS) 的亏损将大幅缩小。</blockquote></p><p> Vehicle deliveries are another key metric investors watch in order to gauge the company's productive capacity. NIO already reported vehicle deliveries for the first quarter earlier this month, achieving a new quarterly record despite total deliveries coming in slightly below expectations.</p><p><blockquote>汽车交付量是投资者衡量公司生产能力的另一个关键指标。蔚来本月早些时候已经公布了第一季度的汽车交付量,尽管总交付量略低于预期,但仍创下了新的季度记录。</blockquote></p><p> Shares of NIO have dramatically outperformed the broader market over the past year. But after reaching all-time highs earlier this year, the stock has fallen considerably and has been trading mostly sideways since early March. NIO's shares have provided investors with an astronomic total return of 1,171.9% over the past year, well above the S&P 500's total return of 45.5%.</p><p><blockquote>过去一年,蔚来股价的表现大幅优于大盘。但在今年早些时候触及历史高点后,该股大幅下跌,自 3 月初以来大部分时间横盘整理。过去一年,蔚来汽车的股票为投资者提供了1,171.9%的天文数字总回报率,远高于标准普尔500指数45.5%的总回报率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e1a915810ccbc7f07ec2adf16865b\" tg-width=\"3004\" tg-height=\"1798\"><span>Source: TradingView.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:TradingView。</span></p></blockquote></p><p> <b>NIO Earnings History</b></p><p><blockquote><b>蔚来盈利历史</b></blockquote></p><p> The stock, which had been gathering downward momentum after peaking around mid-February, plunged following NIO's Q4 FY 2020 earnings report released at the beginning of March. The company reported a much larger loss per ADS than analysts expected and revenue also missed estimates. However, NIO's loss narrowed considerably compared to the year-ago quarter and revenue was still up 133.2%.The company was optimistic about its performance, noting that its gross margin rose to 17.2% compared to negative 8.9% in the year-ago quarter.</p><p><blockquote>该股在 2 月中旬左右见顶后一直在积聚下跌动力,但在蔚来汽车 3 月初发布 2020 财年第四季度收益报告后暴跌。该公司报告的每股美国存托凭证亏损远高于分析师预期,收入也低于预期。不过,蔚来汽车的亏损较去年同期大幅收窄,收入仍增长133.2%。该公司对其业绩持乐观态度,指出其毛利率从去年同期的负8.9%升至17.2%。</blockquote></p><p> In Q3 FY 2020, NIO posted a loss per ADS of 0.98 yuan ($0.15 as of the CNY/USD exchange rate on April 27, 2021).It was the smallest loss in at least 11 quarters. Revenue rose 146.4%, maintaining the pace of growth achieved in the second quarter.NIO said it delivered a record number of vehicles and saw improvements in its average selling price. The company also said that it was the second straight quarter of positive cash flow from operating activities.</p><p><blockquote>2020财年第三季度,蔚来公布每股美国存托凭证亏损0.98元(按2021年4月27日人民币/美元汇率计算为0.15美元)。这是至少11个季度以来最小的损失。收入增长146.4%,保持了第二季度的增长速度。蔚来表示,交付的车辆数量创历史新高,平均售价有所提高。该公司还表示,这是连续第二个季度经营活动现金流为正。</blockquote></p><p> Analysts expect continued improvement in NIO's financial results in Q1 FY 2021. While NIO is still expected to post another loss per ADS, it is estimated to be the lowest in at least 14 quarters. Revenue for the quarter is forecast to rise 446.1%, which would be the fastest pace since Q2 FY 2019. For full-year FY 2021, analysts are currently expecting NIO to achieve a loss of 2.72 yuan per ADS, which would be the smallest loss in at least five years. Revenue is expected to rise 109.7%, a faster pace than in each of the last two years.</p><p><blockquote>分析师预计蔚来汽车2021财年第一季度的财务业绩将继续改善。虽然预计蔚来每股广告仍将出现另一次亏损,但预计这是至少 14 个季度以来的最低水平。该季度收入预计将增长 446.1%,这将是自 2019 财年第二季度以来的最快增速。对于2021财年全年,分析师目前预计蔚来每股ADS亏损2.72元,这将是至少五年来的最小亏损。收入预计将增长 109.7%,增速快于过去两年的每一年。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d412a9c0aea28621f713f5afbfba444c\" tg-width=\"885\" tg-height=\"352\"><span>Source: Visible Alpha; NIO Inc.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:可见阿尔法;蔚来</span></p></blockquote></p><p> <b>The Key Metric</b></p><p><blockquote><b>关键指标</b></blockquote></p><p> As mentioned above, investors are also watching the number of vehicles NIO delivers each quarter. NIO generates some revenue from various services it provides, but the majority of revenue is derived from vehicle sales.Currently, the company makes deliveries of three types of vehicles: the ES8, the company's 6-seater and 7-seater flagship premium smart electric SUV; the ES6, the company’s 5-seater high-performance premium smart electric SUV; and the EC6, the company’s 5-seater premium electric coupe SUV.The number of vehicle deliveries provides an indication of the demand for NIO's vehicles as well as the company's ability to scale production.</p><p><blockquote>如上所述,投资者也在关注蔚来每个季度交付的汽车数量。蔚来从其提供的各种服务中产生一些收入,但大部分收入来自汽车销售。目前,该公司交付三种类型的车辆:ES8,该公司的6座和7座旗舰高端智能电动SUV;ES6,该公司的5座高性能高端智能电动SUV;以及该公司的 5 座高端电动轿跑车 EC6。车辆交付数量表明了蔚来汽车的需求以及该公司扩大生产的能力。</blockquote></p><p></p><p> NIO has significantly ramped up its production over the past few years. The company delivered 11,350 vehicles in FY 2018. In FY 2020, it had nearly quadrupled that figure, delivering 43,730 vehicles. Despite a slowdown in Q1 FY 2020 amid the COVID-19 pandemic, NIO quickly made up for the Q1 drop in deliveries with a 190.8% year-over-year increase in Q2 FY 2020. Total vehicle delivery growth decelerated to 154.3% in Q3 and then to 111.0% in Q4. However, vehicle deliveries rose 423.0% in Q1 FY 2021, hitting a new quarterly record, as mentioned above. For full-year FY 2021, analysts are forecasting NIO to deliver 88,280 vehicles, which would be more than double last year's total deliveries. However, NIO warned investors in early March that the global chip shortage is likely to cut its production capacity, at least in the second quarter.</p><p><blockquote>蔚来在过去几年中大幅增加了产量。该公司在2018财年交付了11,350辆汽车。2020 财年,这一数字几乎翻了两番,交付了 43,730 辆汽车。尽管2020财年第一季度因新冠肺炎疫情而放缓,但蔚来迅速弥补了第一季度交付量的下降,2020财年第二季度交付量同比增长190.8%。第三季度汽车总交付量增长率放缓至 154.3%,第四季度又放缓至 111.0%。然而,如上所述,2021 财年第一季度汽车交付量增长了 423.0%,创下了新的季度记录。对于2021财年全年,分析师预测蔚来将交付88,280辆汽车,这将是去年总交付量的两倍多。然而,蔚来在3月初警告投资者,全球芯片短缺可能会削减其产能,至少在第二季度如此。</blockquote></p><p></p>","source":"lsy1606203311635","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Q1 2021 Earnings Report Preview: What to Look For<blockquote>蔚来 2021 年第一季度收益报告预览:看点</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\">\nNIO Q1 2021 Earnings Report Preview: What to Look For<blockquote>蔚来 2021 年第一季度收益报告预览:看点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestoPedia</strong><span class=\"h-time small\">2021-04-29 11:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Focus on NIO vehicle deliveries</p><p><blockquote>专注于蔚来汽车交付</blockquote></p><p> <b>KEY TAKEAWAYS</b></p><p><blockquote><b>主要要点</b></blockquote></p><p> <ul> <li>Analysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.</li> <li>Vehicle deliveries, already announced, rose dramatically YOY.</li> <li>Revenue is expected to soar on expanding vehicle sales.</li> </ul> NIO Inc. (NIO), like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles (EVs). NIO's production stoppage in late March had little impact on the company's record vehicle deliveries in Q1, but it could affect future production numbers.</p><p><blockquote><ul><li>分析师预计 2020 财年第一季度每股美国存托凭证收益为 -0.72 元,而 -1.66 元。</li><li>已经宣布的汽车交付量同比大幅增长。</li><li>随着汽车销量的扩大,收入预计将飙升。</li></ul>与许多其他汽车制造商一样,由于全球半导体短缺,蔚来(蔚来)今年被迫停产。半导体芯片广泛用于智能手机、计算机和其他电子设备,对于高端电动汽车 (EV) 制造商蔚来来说尤为重要。蔚来汽车3月下旬的停产对该公司第一季度创纪录的汽车交付量影响不大,但可能会影响未来的产量。</blockquote></p><p> Investors will focus on how these forces affect NIO's immediate results, as well as its financial outlook, when the company reports earnings on April 29, 2021 for Q1 FY 2021.Analysts are expecting the company's loss per American depositary share (ADS) to narrow significantly as revenue expands at a rapid pace.</p><p><blockquote>当蔚来汽车于 2021 年 4 月 29 日公布 2021 财年第一季度收益时,投资者将关注这些力量如何影响蔚来汽车的近期业绩及其财务前景。分析师预计,随着收入的快速增长,该公司每股美国存托股 (ADS) 的亏损将大幅缩小。</blockquote></p><p> Vehicle deliveries are another key metric investors watch in order to gauge the company's productive capacity. NIO already reported vehicle deliveries for the first quarter earlier this month, achieving a new quarterly record despite total deliveries coming in slightly below expectations.</p><p><blockquote>汽车交付量是投资者衡量公司生产能力的另一个关键指标。蔚来本月早些时候已经公布了第一季度的汽车交付量,尽管总交付量略低于预期,但仍创下了新的季度记录。</blockquote></p><p> Shares of NIO have dramatically outperformed the broader market over the past year. But after reaching all-time highs earlier this year, the stock has fallen considerably and has been trading mostly sideways since early March. NIO's shares have provided investors with an astronomic total return of 1,171.9% over the past year, well above the S&P 500's total return of 45.5%.</p><p><blockquote>过去一年,蔚来股价的表现大幅优于大盘。但在今年早些时候触及历史高点后,该股大幅下跌,自 3 月初以来大部分时间横盘整理。过去一年,蔚来汽车的股票为投资者提供了1,171.9%的天文数字总回报率,远高于标准普尔500指数45.5%的总回报率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e1a915810ccbc7f07ec2adf16865b\" tg-width=\"3004\" tg-height=\"1798\"><span>Source: TradingView.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:TradingView。</span></p></blockquote></p><p> <b>NIO Earnings History</b></p><p><blockquote><b>蔚来盈利历史</b></blockquote></p><p> The stock, which had been gathering downward momentum after peaking around mid-February, plunged following NIO's Q4 FY 2020 earnings report released at the beginning of March. The company reported a much larger loss per ADS than analysts expected and revenue also missed estimates. However, NIO's loss narrowed considerably compared to the year-ago quarter and revenue was still up 133.2%.The company was optimistic about its performance, noting that its gross margin rose to 17.2% compared to negative 8.9% in the year-ago quarter.</p><p><blockquote>该股在 2 月中旬左右见顶后一直在积聚下跌动力,但在蔚来汽车 3 月初发布 2020 财年第四季度收益报告后暴跌。该公司报告的每股美国存托凭证亏损远高于分析师预期,收入也低于预期。不过,蔚来汽车的亏损较去年同期大幅收窄,收入仍增长133.2%。该公司对其业绩持乐观态度,指出其毛利率从去年同期的负8.9%升至17.2%。</blockquote></p><p> In Q3 FY 2020, NIO posted a loss per ADS of 0.98 yuan ($0.15 as of the CNY/USD exchange rate on April 27, 2021).It was the smallest loss in at least 11 quarters. Revenue rose 146.4%, maintaining the pace of growth achieved in the second quarter.NIO said it delivered a record number of vehicles and saw improvements in its average selling price. The company also said that it was the second straight quarter of positive cash flow from operating activities.</p><p><blockquote>2020财年第三季度,蔚来公布每股美国存托凭证亏损0.98元(按2021年4月27日人民币/美元汇率计算为0.15美元)。这是至少11个季度以来最小的损失。收入增长146.4%,保持了第二季度的增长速度。蔚来表示,交付的车辆数量创历史新高,平均售价有所提高。该公司还表示,这是连续第二个季度经营活动现金流为正。</blockquote></p><p> Analysts expect continued improvement in NIO's financial results in Q1 FY 2021. While NIO is still expected to post another loss per ADS, it is estimated to be the lowest in at least 14 quarters. Revenue for the quarter is forecast to rise 446.1%, which would be the fastest pace since Q2 FY 2019. For full-year FY 2021, analysts are currently expecting NIO to achieve a loss of 2.72 yuan per ADS, which would be the smallest loss in at least five years. Revenue is expected to rise 109.7%, a faster pace than in each of the last two years.</p><p><blockquote>分析师预计蔚来汽车2021财年第一季度的财务业绩将继续改善。虽然预计蔚来每股广告仍将出现另一次亏损,但预计这是至少 14 个季度以来的最低水平。该季度收入预计将增长 446.1%,这将是自 2019 财年第二季度以来的最快增速。对于2021财年全年,分析师目前预计蔚来每股ADS亏损2.72元,这将是至少五年来的最小亏损。收入预计将增长 109.7%,增速快于过去两年的每一年。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d412a9c0aea28621f713f5afbfba444c\" tg-width=\"885\" tg-height=\"352\"><span>Source: Visible Alpha; NIO Inc.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:可见阿尔法;蔚来</span></p></blockquote></p><p> <b>The Key Metric</b></p><p><blockquote><b>关键指标</b></blockquote></p><p> As mentioned above, investors are also watching the number of vehicles NIO delivers each quarter. NIO generates some revenue from various services it provides, but the majority of revenue is derived from vehicle sales.Currently, the company makes deliveries of three types of vehicles: the ES8, the company's 6-seater and 7-seater flagship premium smart electric SUV; the ES6, the company’s 5-seater high-performance premium smart electric SUV; and the EC6, the company’s 5-seater premium electric coupe SUV.The number of vehicle deliveries provides an indication of the demand for NIO's vehicles as well as the company's ability to scale production.</p><p><blockquote>如上所述,投资者也在关注蔚来每个季度交付的汽车数量。蔚来从其提供的各种服务中产生一些收入,但大部分收入来自汽车销售。目前,该公司交付三种类型的车辆:ES8,该公司的6座和7座旗舰高端智能电动SUV;ES6,该公司的5座高性能高端智能电动SUV;以及该公司的 5 座高端电动轿跑车 EC6。车辆交付数量表明了蔚来汽车的需求以及该公司扩大生产的能力。</blockquote></p><p></p><p> NIO has significantly ramped up its production over the past few years. The company delivered 11,350 vehicles in FY 2018. In FY 2020, it had nearly quadrupled that figure, delivering 43,730 vehicles. Despite a slowdown in Q1 FY 2020 amid the COVID-19 pandemic, NIO quickly made up for the Q1 drop in deliveries with a 190.8% year-over-year increase in Q2 FY 2020. Total vehicle delivery growth decelerated to 154.3% in Q3 and then to 111.0% in Q4. However, vehicle deliveries rose 423.0% in Q1 FY 2021, hitting a new quarterly record, as mentioned above. For full-year FY 2021, analysts are forecasting NIO to deliver 88,280 vehicles, which would be more than double last year's total deliveries. However, NIO warned investors in early March that the global chip shortage is likely to cut its production capacity, at least in the second quarter.</p><p><blockquote>蔚来在过去几年中大幅增加了产量。该公司在2018财年交付了11,350辆汽车。2020 财年,这一数字几乎翻了两番,交付了 43,730 辆汽车。尽管2020财年第一季度因新冠肺炎疫情而放缓,但蔚来迅速弥补了第一季度交付量的下降,2020财年第二季度交付量同比增长190.8%。第三季度汽车总交付量增长率放缓至 154.3%,第四季度又放缓至 111.0%。然而,如上所述,2021 财年第一季度汽车交付量增长了 423.0%,创下了新的季度记录。对于2021财年全年,分析师预测蔚来将交付88,280辆汽车,这将是去年总交付量的两倍多。然而,蔚来在3月初警告投资者,全球芯片短缺可能会削减其产能,至少在第二季度如此。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.investopedia.com/nio-q1-2021-earnings-report-preview-5180991\">InvestoPedia</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":{"NIO":"蔚来"},"source_url":"https://www.investopedia.com/nio-q1-2021-earnings-report-preview-5180991","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183966356","content_text":"Focus on NIO vehicle deliveries\nKEY TAKEAWAYS\n\nAnalysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.\nVehicle deliveries, already announced, rose dramatically YOY.\nRevenue is expected to soar on expanding vehicle sales.\n\nNIO Inc. (NIO), like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles (EVs). NIO's production stoppage in late March had little impact on the company's record vehicle deliveries in Q1, but it could affect future production numbers.\nInvestors will focus on how these forces affect NIO's immediate results, as well as its financial outlook, when the company reports earnings on April 29, 2021 for Q1 FY 2021.Analysts are expecting the company's loss per American depositary share (ADS) to narrow significantly as revenue expands at a rapid pace.\nVehicle deliveries are another key metric investors watch in order to gauge the company's productive capacity. NIO already reported vehicle deliveries for the first quarter earlier this month, achieving a new quarterly record despite total deliveries coming in slightly below expectations.\nShares of NIO have dramatically outperformed the broader market over the past year. But after reaching all-time highs earlier this year, the stock has fallen considerably and has been trading mostly sideways since early March. NIO's shares have provided investors with an astronomic total return of 1,171.9% over the past year, well above the S&P 500's total return of 45.5%.\nSource: TradingView.\nNIO Earnings History\nThe stock, which had been gathering downward momentum after peaking around mid-February, plunged following NIO's Q4 FY 2020 earnings report released at the beginning of March. The company reported a much larger loss per ADS than analysts expected and revenue also missed estimates. However, NIO's loss narrowed considerably compared to the year-ago quarter and revenue was still up 133.2%.The company was optimistic about its performance, noting that its gross margin rose to 17.2% compared to negative 8.9% in the year-ago quarter.\nIn Q3 FY 2020, NIO posted a loss per ADS of 0.98 yuan ($0.15 as of the CNY/USD exchange rate on April 27, 2021).It was the smallest loss in at least 11 quarters. Revenue rose 146.4%, maintaining the pace of growth achieved in the second quarter.NIO said it delivered a record number of vehicles and saw improvements in its average selling price. The company also said that it was the second straight quarter of positive cash flow from operating activities.\nAnalysts expect continued improvement in NIO's financial results in Q1 FY 2021. While NIO is still expected to post another loss per ADS, it is estimated to be the lowest in at least 14 quarters. Revenue for the quarter is forecast to rise 446.1%, which would be the fastest pace since Q2 FY 2019. For full-year FY 2021, analysts are currently expecting NIO to achieve a loss of 2.72 yuan per ADS, which would be the smallest loss in at least five years. Revenue is expected to rise 109.7%, a faster pace than in each of the last two years.\nSource: Visible Alpha; NIO Inc.\nThe Key Metric\nAs mentioned above, investors are also watching the number of vehicles NIO delivers each quarter. NIO generates some revenue from various services it provides, but the majority of revenue is derived from vehicle sales.Currently, the company makes deliveries of three types of vehicles: the ES8, the company's 6-seater and 7-seater flagship premium smart electric SUV; the ES6, the company’s 5-seater high-performance premium smart electric SUV; and the EC6, the company’s 5-seater premium electric coupe SUV.The number of vehicle deliveries provides an indication of the demand for NIO's vehicles as well as the company's ability to scale production.\nNIO has significantly ramped up its production over the past few years. The company delivered 11,350 vehicles in FY 2018. In FY 2020, it had nearly quadrupled that figure, delivering 43,730 vehicles. Despite a slowdown in Q1 FY 2020 amid the COVID-19 pandemic, NIO quickly made up for the Q1 drop in deliveries with a 190.8% year-over-year increase in Q2 FY 2020. Total vehicle delivery growth decelerated to 154.3% in Q3 and then to 111.0% in Q4. However, vehicle deliveries rose 423.0% in Q1 FY 2021, hitting a new quarterly record, as mentioned above. For full-year FY 2021, analysts are forecasting NIO to deliver 88,280 vehicles, which would be more than double last year's total deliveries. However, NIO warned investors in early March that the global chip shortage is likely to cut its production capacity, at least in the second quarter.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":5327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105232977,"gmtCreate":1620305097599,"gmtModify":1634206238056,"author":{"id":"3577778062261432","authorId":"3577778062261432","name":"kariman","avatar":"https://static.tigerbbs.com/427e34342418e0977ad4eccbfc1aa12a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577778062261432","authorIdStr":"3577778062261432"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105232977","repostId":"2133057331","repostType":4,"isVote":1,"tweetType":1,"viewCount":3867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109639896,"gmtCreate":1619688702415,"gmtModify":1634210711260,"author":{"id":"3577778062261432","authorId":"3577778062261432","name":"kariman","avatar":"https://static.tigerbbs.com/427e34342418e0977ad4eccbfc1aa12a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577778062261432","authorIdStr":"3577778062261432"},"themes":[],"title":"","htmlText":"When u sell they go up.","listText":"When u sell they go up.","text":"When u sell they go up.","images":[{"img":"https://static.tigerbbs.com/735c335b899ff46f22c2bef714d7a3f6","width":"1080","height":"2007"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109639896","isVote":1,"tweetType":1,"viewCount":3639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":100496527,"gmtCreate":1619626507869,"gmtModify":1634211208033,"author":{"id":"3577778062261432","authorId":"3577778062261432","name":"kariman","avatar":"https://static.tigerbbs.com/427e34342418e0977ad4eccbfc1aa12a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577778062261432","authorIdStr":"3577778062261432"},"themes":[],"title":"","htmlText":"Long hold","listText":"Long hold","text":"Long hold","images":[{"img":"https://static.tigerbbs.com/f148cc32fa1ef87af4aa8ee0bf8f1398","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100496527","isVote":1,"tweetType":1,"viewCount":4332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}