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根本英俊Nickei
2021-10-12
$Tiger Brokers(TIGR)$
wake up
根本英俊Nickei
2021-10-11
$Tiger Brokers(TIGR)$
ready for bull.?
根本英俊Nickei
2021-09-10
$Tiger Brokers(TIGR)$
to the moon
根本英俊Nickei
2021-09-08
Ohhh
GameStop, AMC and a new meme ETF?<blockquote>游戏驿站、AMC和新的meme ETF?</blockquote>
根本英俊Nickei
2021-08-26
K
Apple could pass chip costs into higher iPhone 13 prices<blockquote>苹果可能会将芯片成本转嫁到iPhone 13价格上涨中</blockquote>
根本英俊Nickei
2021-08-25
Good
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根本英俊Nickei
2021-08-22
Like
Who is Cathie Wood? What you should know Ark Invest's ace stock picker<blockquote>凯西·伍德是谁?您应该了解的Ark Invest的王牌选股者</blockquote>
根本英俊Nickei
2021-08-22
Godd
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根本英俊Nickei
2021-08-17
Ok
Walmart preview: U.S. sales growth at Walmart could outdo Amazon<blockquote>沃尔玛预览:沃尔玛在美国的销售增长可能超过亚马逊</blockquote>
根本英俊Nickei
2021-08-15
Good
How to value Nio's stock compared to Tesla, VW, Ford and other rivals<blockquote>与特斯拉、大众、福特和其他竞争对手相比,如何评估蔚来股票的价值</blockquote>
根本英俊Nickei
2021-08-14
Nice
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根本英俊Nickei
2021-08-14
Great ariticle, would you like to share it?
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根本英俊Nickei
2021-08-13
Nice
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根本英俊Nickei
2021-08-13
$ContextLogic Inc.(WISH)$
lol
根本英俊Nickei
2021-08-12
$Alibaba(BABA)$
加油
根本英俊Nickei
2021-08-10
$Tiger Brokers(TIGR)$
跑吧老虎
根本英俊Nickei
2021-08-09
$Lion-OSPL China L S$(YYY.SI)$
loving it
根本英俊Nickei
2021-08-07
$Tiger Brokers(TIGR)$
jia you we are almost there
根本英俊Nickei
2021-08-03
Ok
抱歉,原内容已删除
根本英俊Nickei
2021-08-03
$Lion-OSPL China L S$(YYY.SI)$
love this ipo
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> wake up ","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> wake up ","text":"$Tiger Brokers(TIGR)$ wake up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826287090","isVote":1,"tweetType":1,"viewCount":3412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828719020,"gmtCreate":1633944761899,"gmtModify":1633944761984,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> ready for bull.? ","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> ready for bull.? ","text":"$Tiger Brokers(TIGR)$ ready for bull.?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/828719020","isVote":1,"tweetType":1,"viewCount":3829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881904469,"gmtCreate":1631283851151,"gmtModify":1631883628469,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> to the moon","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> to the moon","text":"$Tiger Brokers(TIGR)$ to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881904469","isVote":1,"tweetType":1,"viewCount":2392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889911262,"gmtCreate":1631102094056,"gmtModify":1631891804709,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"Ohhh","listText":"Ohhh","text":"Ohhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889911262","repostId":"1165256575","repostType":4,"repost":{"id":"1165256575","kind":"news","pubTimestamp":1631101333,"share":"https://www.laohu8.com/m/news/1165256575?lang=zh_CN&edition=full","pubTime":"2021-09-08 19:42","market":"us","language":"en","title":"GameStop, AMC and a new meme ETF?<blockquote>游戏驿站、AMC和新的meme ETF?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165256575","media":"FOX Business","summary":"GameStop shares have gained 956% in '21 with earnings on tap Wednesday.\n\nGameStopand AMC are loved b","content":"<p> <b>GameStop shares have gained 956% in '21 with earnings on tap Wednesday.</b> GameStopand AMC are loved by retail investors and the Reddit trading community, and now theexchange-traded fund industrywants in on the action.</p><p><blockquote><b>游戏驿站股价21年上涨956%,周三公布财报。</b>GameStop和AMC深受散户投资者和Reddit交易社区的喜爱,现在交易所交易基金行业也希望加入这一行动。</blockquote></p><p> An application forThe Roundhill Meme ETF is sitting with the Securities and Exchange Commission after being filed late last month and aims to track the performance of the so-called \"meme stocks.\"</p><p><blockquote>Roundhill Meme ETF的申请于上月底提交给美国证券交易委员会,旨在跟踪所谓的“Meme股票”的表现。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/651532d5283ad32946c51a1d73e3307e\" tg-width=\"740\" tg-height=\"168\" referrerpolicy=\"no-referrer\">The passive managed fund, according to the filing, notes that at least 80% of the fund’s assets will be invested in meme stocks defined as such in the filing:</p><p><blockquote>根据文件,被动管理基金指出,该基金至少80%的资产将投资于文件中定义的模因股票:</blockquote></p><p> <ul> <li>Meme stocks are equity securities, including American depositary receipts</li> <li>Exhibit a combination of elevated social media activity (i.e., the number of times a company or its ticker is mentioned on specific social media platforms)</li> <li>High short interest (i.e., the number of an issuer’s shares that have been sold short but which have not yet been covered or closed out), both of which are indicators of market sentiment</li> </ul> <i>Source: SEC Filing</i></p><p><blockquote><ul><li>Meme股票是股权证券,包括美国存托凭证</li><li>表现出社交媒体活动增加的组合(即公司或其股票代码在特定社交媒体平台上被提及的次数)</li><li>高空头利息(即已卖空但尚未回补或平仓的发行人股票数量),这两者都是市场情绪的指标</li></ul><i>资料来源:SEC文件</i></blockquote></p><p> Roundhill is a \"registered investment adviser and ETF sponsor focused on thematic and sector-specific investing,\" according to the firm. Due to the quiet period, Roundhill told FOX Business it is restricted from commenting until the fund is live on Nov. 21, 2021, pending SEC approval.</p><p><blockquote>该公司表示,Roundhill是一家“专注于主题和特定行业投资的注册投资顾问和ETF保荐人”。Roundhill告诉FOX Business,由于静默期,在该基金于2021年11月21日上线之前,该公司不得发表评论,等待SEC批准。</blockquote></p><p> AMC, which is among the more high-profile meme names, has seen its shares rise over 2,156% this year, often experiencing volatile sessions.</p><p><blockquote>AMC是知名度较高的模因公司之一,其股价今年上涨了2,156%以上,但交易时段经常出现波动。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/76a3a1b6998abdd1801502eab9c37ad6\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\">And the list of meme stocks has grown to include lesser-known names, such as Clover and Support.com.</p><p><blockquote>模因股票的名单已经扩大到包括不太知名的名字,例如Clover和Support.com。</blockquote></p><p> Still, the idea of an ETF connecting to these heavily traded retail investor favorites is not new.</p><p><blockquote>尽管如此,将ETF与这些交易量大的散户投资者的最爱联系起来的想法并不新鲜。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3529e30295c575bac577cb4c7b857e07\" tg-width=\"731\" tg-height=\"106\" referrerpolicy=\"no-referrer\">Earlier this year, Buzz Holdings Founder Jamie Wise, with the help of Barstool Sports' Dave Portnoy, launched the VanEck Social Sentiment BUZZ ETF, which usesartificial intelligence to track the top 75 large-cap stocks each month based on positivesocial media chatter. The fund holds stocks with market capitalizations of over $5 billion.</p><p><blockquote>今年早些时候,Buzz Holdings创始人Jamie Wise在Barstool Sports的Dave Portnoy的帮助下推出了VanEck Social Sentiment Buzz ETF,该ETF利用人工智能根据积极的社交媒体聊天每月跟踪排名前75的大盘股。该基金持有市值超过50亿美元的股票。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ae52a71afcbff645d0973df3e650b6ce\" tg-width=\"733\" tg-height=\"158\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Along with AMC and GameStop, its largest holdingsinclude Nvidia and Palantir Technologies, according to the company.</p><p><blockquote>据该公司称,除了AMC和游戏驿站之外,其最大的持股还包括Nvidia和Palantir Technologies。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0806e5df1cba478bfaef572d7a8c8117\" tg-width=\"731\" tg-height=\"105\" referrerpolicy=\"no-referrer\">The fund has gained 5.7% since its launch, underperforming the S&P 500’s 17.7% rise over the same time frame.</p><p><blockquote>该基金自推出以来已上涨5.7%,表现落后于标普500同期17.7%的涨幅。</blockquote></p><p></p>","source":"lsy1602566126337","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop, AMC and a new meme ETF?<blockquote>游戏驿站、AMC和新的meme ETF?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">FOX Business</strong><span class=\"h-time small\">2021-09-08 19:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>GameStop shares have gained 956% in '21 with earnings on tap Wednesday.</b> GameStopand AMC are loved by retail investors and the Reddit trading community, and now theexchange-traded fund industrywants in on the action.</p><p><blockquote><b>游戏驿站股价21年上涨956%,周三公布财报。</b>GameStop和AMC深受散户投资者和Reddit交易社区的喜爱,现在交易所交易基金行业也希望加入这一行动。</blockquote></p><p> An application forThe Roundhill Meme ETF is sitting with the Securities and Exchange Commission after being filed late last month and aims to track the performance of the so-called \"meme stocks.\"</p><p><blockquote>Roundhill Meme ETF的申请于上月底提交给美国证券交易委员会,旨在跟踪所谓的“Meme股票”的表现。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/651532d5283ad32946c51a1d73e3307e\" tg-width=\"740\" tg-height=\"168\" referrerpolicy=\"no-referrer\">The passive managed fund, according to the filing, notes that at least 80% of the fund’s assets will be invested in meme stocks defined as such in the filing:</p><p><blockquote>根据文件,被动管理基金指出,该基金至少80%的资产将投资于文件中定义的模因股票:</blockquote></p><p> <ul> <li>Meme stocks are equity securities, including American depositary receipts</li> <li>Exhibit a combination of elevated social media activity (i.e., the number of times a company or its ticker is mentioned on specific social media platforms)</li> <li>High short interest (i.e., the number of an issuer’s shares that have been sold short but which have not yet been covered or closed out), both of which are indicators of market sentiment</li> </ul> <i>Source: SEC Filing</i></p><p><blockquote><ul><li>Meme股票是股权证券,包括美国存托凭证</li><li>表现出社交媒体活动增加的组合(即公司或其股票代码在特定社交媒体平台上被提及的次数)</li><li>高空头利息(即已卖空但尚未回补或平仓的发行人股票数量),这两者都是市场情绪的指标</li></ul><i>资料来源:SEC文件</i></blockquote></p><p> Roundhill is a \"registered investment adviser and ETF sponsor focused on thematic and sector-specific investing,\" according to the firm. Due to the quiet period, Roundhill told FOX Business it is restricted from commenting until the fund is live on Nov. 21, 2021, pending SEC approval.</p><p><blockquote>该公司表示,Roundhill是一家“专注于主题和特定行业投资的注册投资顾问和ETF保荐人”。Roundhill告诉FOX Business,由于静默期,在该基金于2021年11月21日上线之前,该公司不得发表评论,等待SEC批准。</blockquote></p><p> AMC, which is among the more high-profile meme names, has seen its shares rise over 2,156% this year, often experiencing volatile sessions.</p><p><blockquote>AMC是知名度较高的模因公司之一,其股价今年上涨了2,156%以上,但交易时段经常出现波动。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/76a3a1b6998abdd1801502eab9c37ad6\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\">And the list of meme stocks has grown to include lesser-known names, such as Clover and Support.com.</p><p><blockquote>模因股票的名单已经扩大到包括不太知名的名字,例如Clover和Support.com。</blockquote></p><p> Still, the idea of an ETF connecting to these heavily traded retail investor favorites is not new.</p><p><blockquote>尽管如此,将ETF与这些交易量大的散户投资者的最爱联系起来的想法并不新鲜。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3529e30295c575bac577cb4c7b857e07\" tg-width=\"731\" tg-height=\"106\" referrerpolicy=\"no-referrer\">Earlier this year, Buzz Holdings Founder Jamie Wise, with the help of Barstool Sports' Dave Portnoy, launched the VanEck Social Sentiment BUZZ ETF, which usesartificial intelligence to track the top 75 large-cap stocks each month based on positivesocial media chatter. The fund holds stocks with market capitalizations of over $5 billion.</p><p><blockquote>今年早些时候,Buzz Holdings创始人Jamie Wise在Barstool Sports的Dave Portnoy的帮助下推出了VanEck Social Sentiment Buzz ETF,该ETF利用人工智能根据积极的社交媒体聊天每月跟踪排名前75的大盘股。该基金持有市值超过50亿美元的股票。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ae52a71afcbff645d0973df3e650b6ce\" tg-width=\"733\" tg-height=\"158\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Along with AMC and GameStop, its largest holdingsinclude Nvidia and Palantir Technologies, according to the company.</p><p><blockquote>据该公司称,除了AMC和游戏驿站之外,其最大的持股还包括Nvidia和Palantir Technologies。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0806e5df1cba478bfaef572d7a8c8117\" tg-width=\"731\" tg-height=\"105\" referrerpolicy=\"no-referrer\">The fund has gained 5.7% since its launch, underperforming the S&P 500’s 17.7% rise over the same time frame.</p><p><blockquote>该基金自推出以来已上涨5.7%,表现落后于标普500同期17.7%的涨幅。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.foxbusiness.com/markets/gamestop-amc-new-meme-etf\">FOX Business</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":{"GME":"游戏驿站","AMC":"AMC院线"},"source_url":"https://www.foxbusiness.com/markets/gamestop-amc-new-meme-etf","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165256575","content_text":"GameStop shares have gained 956% in '21 with earnings on tap Wednesday.\n\nGameStopand AMC are loved by retail investors and the Reddit trading community, and now theexchange-traded fund industrywants in on the action.\nAn application forThe Roundhill Meme ETF is sitting with the Securities and Exchange Commission after being filed late last month and aims to track the performance of the so-called \"meme stocks.\"\nThe passive managed fund, according to the filing, notes that at least 80% of the fund’s assets will be invested in meme stocks defined as such in the filing:\n\nMeme stocks are equity securities, including American depositary receipts\nExhibit a combination of elevated social media activity (i.e., the number of times a company or its ticker is mentioned on specific social media platforms)\nHigh short interest (i.e., the number of an issuer’s shares that have been sold short but which have not yet been covered or closed out), both of which are indicators of market sentiment\n\nSource: SEC Filing\nRoundhill is a \"registered investment adviser and ETF sponsor focused on thematic and sector-specific investing,\" according to the firm. Due to the quiet period, Roundhill told FOX Business it is restricted from commenting until the fund is live on Nov. 21, 2021, pending SEC approval.\nAMC, which is among the more high-profile meme names, has seen its shares rise over 2,156% this year, often experiencing volatile sessions.\nAnd the list of meme stocks has grown to include lesser-known names, such as Clover and Support.com.\nStill, the idea of an ETF connecting to these heavily traded retail investor favorites is not new.\nEarlier this year, Buzz Holdings Founder Jamie Wise, with the help of Barstool Sports' Dave Portnoy, launched the VanEck Social Sentiment BUZZ ETF, which usesartificial intelligence to track the top 75 large-cap stocks each month based on positivesocial media chatter. The fund holds stocks with market capitalizations of over $5 billion.\n\nAlong with AMC and GameStop, its largest holdingsinclude Nvidia and Palantir Technologies, according to the company.\nThe fund has gained 5.7% since its launch, underperforming the S&P 500’s 17.7% rise over the same time frame.","news_type":1,"symbols_score_info":{"GME":0.9,"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":1045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810588949,"gmtCreate":1629986601181,"gmtModify":1704954212372,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/810588949","repostId":"1100464351","repostType":4,"repost":{"id":"1100464351","kind":"news","pubTimestamp":1629986331,"share":"https://www.laohu8.com/m/news/1100464351?lang=zh_CN&edition=full","pubTime":"2021-08-26 21:58","market":"us","language":"en","title":"Apple could pass chip costs into higher iPhone 13 prices<blockquote>苹果可能会将芯片成本转嫁到iPhone 13价格上涨中</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100464351","media":"Seeking Alpha","summary":"$Apple$ could raise the prices for its upcoming iPhone 13 lineup as chip manufacturing partner $Taiwan Semiconductor Manufacturing$ moves to raise its costs amid the ongoing global semiconductor shortage.DigiTimes, a publication with a strong record with news from industry sources, reports that TSMC could raise Apple's prices by 3% to 5%, costs that Apple might pass on to consumers.TSMC is reportedly raising overall prices from 10% to 20% but is offering a discount to its largest client. Apple a","content":"<p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> (NASDAQ:AAPL)could raise the prices for its upcoming iPhone 13 lineup as chip manufacturing partner <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> (NYSE:TSM)moves to raise its costs amid the ongoing global semiconductor shortage.</p><p><blockquote><a href=\"https://laohu8.com/S/AAPL\">苹果</a>(纳斯达克:AAPL)作为芯片制造合作伙伴,可能会提高即将推出的iPhone 13系列产品的价格<a href=\"https://laohu8.com/S/TSM\">台积电</a>(纽约证券交易所股票代码:TSM)在全球半导体持续短缺的情况下提高成本。</blockquote></p><p> <i>DigiTimes</i>, a publication with a strong record with news from industry sources, reports that TSMC could raise Apple's prices by 3% to 5%, costs that Apple might pass on to consumers.</p><p><blockquote><i>DigiTimes</i>该出版物拥有来自行业消息的良好记录,报道称台积电可能会将苹果的价格提高3%至5%,苹果可能会将成本转嫁给消费者。</blockquote></p><p> TSMC is reportedly raising overall prices from 10% to 20% but is offering a discount to its largest client. Apple accounts for over 20% of the foundry's total wafer revenue.</p><p><blockquote>据报道,台积电将整体价格从10%提高到20%,但向其最大客户提供折扣。苹果占该代工厂晶圆总收入的20%以上。</blockquote></p><p> The iPhone 12 lineup debuted last year with four core models, two base and two Pro edition handsets. The prices ranged from $799 for the standard iPhone 12 to $1,099 for the iPhone 12 Max with 128GB of storage.</p><p><blockquote>iPhone 12系列去年首次亮相,有四款核心机型、两款基础版和两款专业版手机。价格从标准iPhone 12的799美元到128GB存储空间的iPhone 12 Max的1099美元不等。</blockquote></p><p> Apple will unveil its newest family of handsets as early as next month and the prices will be announced at the launch event. Reports have suggested the so-called iPhone 13 lineup will include four models with the same sizes as the iPhone 12 family, faster A15 Bionic processors and larger batteries. The two Pro models are expected to feature an improved ultrawide camera lens.</p><p><blockquote>苹果最早将于下个月推出其最新的手机系列,价格将在发布会上公布。有报道称,所谓的iPhone 13系列将包括四款与iPhone 12系列尺寸相同的机型,更快的A15仿生处理器和更大的电池。这两款Pro机型预计将采用改进的超宽相机镜头。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple could pass chip costs into higher iPhone 13 prices<blockquote>苹果可能会将芯片成本转嫁到iPhone 13价格上涨中</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple could pass chip costs into higher iPhone 13 prices<blockquote>苹果可能会将芯片成本转嫁到iPhone 13价格上涨中</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-08-26 21:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> (NASDAQ:AAPL)could raise the prices for its upcoming iPhone 13 lineup as chip manufacturing partner <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> (NYSE:TSM)moves to raise its costs amid the ongoing global semiconductor shortage.</p><p><blockquote><a href=\"https://laohu8.com/S/AAPL\">苹果</a>(纳斯达克:AAPL)作为芯片制造合作伙伴,可能会提高即将推出的iPhone 13系列产品的价格<a href=\"https://laohu8.com/S/TSM\">台积电</a>(纽约证券交易所股票代码:TSM)在全球半导体持续短缺的情况下提高成本。</blockquote></p><p> <i>DigiTimes</i>, a publication with a strong record with news from industry sources, reports that TSMC could raise Apple's prices by 3% to 5%, costs that Apple might pass on to consumers.</p><p><blockquote><i>DigiTimes</i>该出版物拥有来自行业消息的良好记录,报道称台积电可能会将苹果的价格提高3%至5%,苹果可能会将成本转嫁给消费者。</blockquote></p><p> TSMC is reportedly raising overall prices from 10% to 20% but is offering a discount to its largest client. Apple accounts for over 20% of the foundry's total wafer revenue.</p><p><blockquote>据报道,台积电将整体价格从10%提高到20%,但向其最大客户提供折扣。苹果占该代工厂晶圆总收入的20%以上。</blockquote></p><p> The iPhone 12 lineup debuted last year with four core models, two base and two Pro edition handsets. The prices ranged from $799 for the standard iPhone 12 to $1,099 for the iPhone 12 Max with 128GB of storage.</p><p><blockquote>iPhone 12系列去年首次亮相,有四款核心机型、两款基础版和两款专业版手机。价格从标准iPhone 12的799美元到128GB存储空间的iPhone 12 Max的1099美元不等。</blockquote></p><p> Apple will unveil its newest family of handsets as early as next month and the prices will be announced at the launch event. Reports have suggested the so-called iPhone 13 lineup will include four models with the same sizes as the iPhone 12 family, faster A15 Bionic processors and larger batteries. The two Pro models are expected to feature an improved ultrawide camera lens.</p><p><blockquote>苹果最早将于下个月推出其最新的手机系列,价格将在发布会上公布。有报道称,所谓的iPhone 13系列将包括四款与iPhone 12系列尺寸相同的机型,更快的A15仿生处理器和更大的电池。这两款Pro机型预计将采用改进的超宽相机镜头。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3734458-apple-could-pass-chip-costs-into-higher-iphone-13-prices\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3734458-apple-could-pass-chip-costs-into-higher-iphone-13-prices","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100464351","content_text":"Apple (NASDAQ:AAPL)could raise the prices for its upcoming iPhone 13 lineup as chip manufacturing partner Taiwan Semiconductor Manufacturing (NYSE:TSM)moves to raise its costs amid the ongoing global semiconductor shortage.\nDigiTimes, a publication with a strong record with news from industry sources, reports that TSMC could raise Apple's prices by 3% to 5%, costs that Apple might pass on to consumers.\nTSMC is reportedly raising overall prices from 10% to 20% but is offering a discount to its largest client. Apple accounts for over 20% of the foundry's total wafer revenue.\nThe iPhone 12 lineup debuted last year with four core models, two base and two Pro edition handsets. The prices ranged from $799 for the standard iPhone 12 to $1,099 for the iPhone 12 Max with 128GB of storage.\nApple will unveil its newest family of handsets as early as next month and the prices will be announced at the launch event. Reports have suggested the so-called iPhone 13 lineup will include four models with the same sizes as the iPhone 12 family, faster A15 Bionic processors and larger batteries. The two Pro models are expected to feature an improved ultrawide camera lens.","news_type":1,"symbols_score_info":{"AAPL":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":2588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837376447,"gmtCreate":1629860377989,"gmtModify":1631891804716,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/837376447","repostId":"2162087564","repostType":4,"isVote":1,"tweetType":1,"viewCount":1154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832630921,"gmtCreate":1629616230263,"gmtModify":1631891804720,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832630921","repostId":"1156125276","repostType":4,"repost":{"id":"1156125276","kind":"news","pubTimestamp":1629603613,"share":"https://www.laohu8.com/m/news/1156125276?lang=zh_CN&edition=full","pubTime":"2021-08-22 11:40","market":"us","language":"en","title":"Who is Cathie Wood? What you should know Ark Invest's ace stock picker<blockquote>凯西·伍德是谁?您应该了解的Ark Invest的王牌选股者</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156125276","media":"MoneyWise","summary":"Move over, Warren Buffett. There’s a new oracle in town.\nLast year, Cathie Wood, founder of asset ma","content":"<p>Move over, Warren Buffett. There’s a new oracle in town.</p><p><blockquote>让开,沃伦·巴菲特。镇上有个新的神谕。</blockquote></p><p> Last year, Cathie Wood, founder of asset management firm Ark Invest, established herself as a master of the modern exchange-traded fund (ETF). In 2020, her flagship Ark Innovation ETF (ARKK) posted eye-watering gains of 153%, easily crushing the return of the overall stock market.</p><p><blockquote>去年,资产管理公司Ark Invest的创始人Cathie Wood确立了自己现代交易所交易基金(ETF)大师的地位。2020年,她的旗舰方舟创新ETF(ARKK)创下了153%的惊人涨幅,轻松碾压了整体股市的回报。</blockquote></p><p> Over the past five years, ARKK has averaged an annual return of greater than 40%.</p><p><blockquote>过去五年,ARKK的年均回报率超过40%。</blockquote></p><p> While ARKK and another of the company’s funds, Ark Genomic Revolution ETF (ARKG), have struggled this year, money from investors continues to pour in and CEOs like Elon Musk want to be on her podcast. You may even have Ark fundsin your portfolio.</p><p><blockquote>尽管ARKK和该公司的另一只基金Ark Genomic Revolution ETF(ARKG)今年陷入困境,但投资者的资金仍在继续涌入,埃隆·马斯克(Elon Musk)等首席执行官希望出现在她的播客上。您的投资组合中甚至可能有方舟基金。</blockquote></p><p> Despite the choppy road Wood's offerings have bumped along in the past few months, investors continue to hold on. Here's why.</p><p><blockquote>尽管过去几个月伍德的发行道路坎坷,但投资者仍在坚持。原因如下。</blockquote></p><p> <b>Just who is Cathie Wood?</b></p><p><blockquote><b>凯西·伍德到底是谁?</b></blockquote></p><p> When she founded Ark Invest in 2014, Wood had already amassed 40 years of experience researching and investing in innovation. She managed over $5 billion in assets at AllianceBernstein and over $800 million at hedge fund Tupelo Capital Management, which she also founded.</p><p><blockquote>当她在2014年创立Ark Invest时,伍德已经积累了40年的创新研究和投资经验。她在AllianceBernstein管理着超过50亿美元的资产,在她也创立的对冲基金Tupelo Capital Management管理着超过8亿美元的资产。</blockquote></p><p> Wood launched Ark as a means of packaging active stock portfolios in an ETF format.</p><p><blockquote>Wood推出Ark是为了以ETF格式包装主动股票投资组合。</blockquote></p><p> By concentrating on innovative, disruptive technologies, Arkinvests in companieswith the potential for both explosive short-term growth and long-term relevance. As the company’s CIO and portfolio manager, the final call on Ark’s investment decisions is Wood’s to make.</p><p><blockquote>通过专注于创新、颠覆性技术,ARK投资于具有爆炸性短期增长和长期相关性潜力的公司。作为公司的首席信息官和投资组合经理,Ark投资决策的最终看涨期权由伍德做出。</blockquote></p><p> Wood has received plenty of recognition for her investment performance in recent years.</p><p><blockquote>伍德近年来的投资表现得到了广泛认可。</blockquote></p><p> She was a featured speaker at the World Economic Forum (China) in 2016 and 2017. In 2018, she was selected by Bloomberg as one of the 50 people defining global business. In 2019,<i>Fortune</i>chose Wood to be one of the experts included in the publication’s annual<i>Fortune Investors Guide</i>.</p><p><blockquote>她是2016年和2017年世界经济论坛(中国)的专题演讲人。2018年,她被彭博选为定义全球商业的50人之一。2019年,<i>财富</i>选择伍德作为该出版物年度报告中的专家之一<i>财富投资者指南</i>.</blockquote></p><p> As of Aug. 11,<i>Forbes</i>estimated Wood’s net worth to be $400 million.</p><p><blockquote>截至8月11日,<i>福布斯</i>估计伍德的净资产为4亿美元。</blockquote></p><p> <b>Investment philosophy and performance</b></p><p><blockquote><b>投资理念与业绩</b></blockquote></p><p> Ark Invest describes its sole focus as “disruptive innovation,” which allows the firm toinvest in companieswhose products and services are expected to meet the needs of a planet that’s barrelling from crisis to crisis.</p><p><blockquote>Ark Invest将其唯一的关注点描述为“颠覆性创新”,这使该公司能够投资于其产品和服务有望满足不断经历危机的地球需求的公司。</blockquote></p><p> Ark’s big bet is that technology is the most effective solution to these crises and that a disruption-first ethos is a primary path to greater returns.</p><p><blockquote>Ark的大赌注是,技术是解决这些危机的最有效解决方案,而颠覆第一的精神是获得更大回报的主要途径。</blockquote></p><p> “We’re all about finding the next big thing,” reads a quote from Wood on Ark Invest’s website. “Those hewing to the benchmarks, which are backwards looking, are not about the future. They are about what has worked. We’re all about what is going to work.”</p><p><blockquote>“我们都在寻找下一件大事,”Ark Invest网站上引用伍德的话写道。“那些坚持基准的人是向后看的,不是关于未来的。它们是关于什么是有效的。我们都是关于什么是有效的。”</blockquote></p><p> And Wood’s picks are most definitely working.</p><p><blockquote>伍德的选择肯定是有效的。</blockquote></p><p> Despite the recent sluggishness that ARKK and ARKG are experiencing, both funds have crushed the market over the past five years</p><p><blockquote>尽管ARKK和ARKG最近经历了低迷,但这两只基金在过去五年中都碾压了市场</blockquote></p><p> ARKK, which includes tech heavyweights Tesla, Zoom, Coinbase, and Shopify among others, has grown by about 450% since the summer of 2016.</p><p><blockquote>ARKK包括科技巨头特斯拉、Zoom、Coinbase和Shopify等,自2016年夏季以来已增长约450%。</blockquote></p><p> Meanwhile, ARKG, which targets technologies like molecular diagnostic and genetics, and holds companies such as virtual healthcare provider Teladoc Health and Regeneron Pharmaceuticals, is up roughly 340% over the same time period.</p><p><blockquote>与此同时,瞄准分子诊断和遗传学等技术并持有虚拟医疗保健提供商Teladoc Health和再生元制药等公司的ARKG同期股价上涨了约340%。</blockquote></p><p> <b>Recent struggles providing a buying window?</b></p><p><blockquote><b>最近的挣扎提供了一个购买窗口?</b></blockquote></p><p> Investors who purchased either ARKK or ARKG in 2021 have had little to celebrate, with the ETFs posting year-to-date declines of 9% and 15%, respectively.</p><p><blockquote>2021年购买ARKK或ARKG的投资者没什么值得庆祝的,这些ETF今年迄今分别下跌了9%和15%。</blockquote></p><p> With investors changing course from growth stocks to economic recovery plays this year, many of Ark’s tech-focused plays have seen their shares decline, dragging down the value of Ark’s ETFs.</p><p><blockquote>随着今年投资者从成长型股票转向经济复苏型股票,Ark的许多以科技为重点的股票股价下跌,拖累了ARK ETF的价值。</blockquote></p><p> It’s one of the risks of the company’s relatively narrow focus.</p><p><blockquote>这是该公司关注点相对狭窄的风险之一。</blockquote></p><p> But despite the recent weakness, investors aren’t exactly losing confidence in the Ark ETFs. In fact, they’re backing Wood with even more money, suggesting they see the dip as an attractive buying opportunity.</p><p><blockquote>但尽管最近表现疲软,投资者并没有对ARK ETF失去信心。事实上,他们用更多的资金支持木材,这表明他们将下跌视为一个有吸引力的买入机会。</blockquote></p><p> For instance, ARKK has seen nearly $5.9 billion in inflows this year, bringing its total assets under management to a whopping $22.6 billion.</p><p><blockquote>例如,ARKK今年的资金流入近59亿美元,使其管理的总资产达到226亿美元。</blockquote></p><p> <b>ETFs and beyond</b></p><p><blockquote><b>ETF及其他</b></blockquote></p><p> Purchasing Ark ETFs is easier than you think. And now might be an ideal time to do it.</p><p><blockquote>购买ARK ETF比您想象的要容易。现在可能是做这件事的理想时机。</blockquote></p><p> You can get started witha popular investing app, which offers not only ETFs, but also fractional shares. Another app allows you to build a diversified portfolio with little more than the“spare change” left over from your everyday purchases.</p><p><blockquote>你可以从一个流行的投资应用程序开始,它不仅提供ETF,还提供零碎股票。另一个应用程序允许你用日常购物剩下的“零钱”建立一个多元化的投资组合。</blockquote></p><p> With a little help from theright platform, you can invest alongside Cathie Wood and, hopefully, profit massively from her next set of big ideas.</p><p><blockquote>在theright platform的一点帮助下,你可以和Cathie Wood一起投资,并有望从她的下一组大创意中获得巨大利润。</blockquote></p><p></p>","source":"lsy1621813427262","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>Who is Cathie Wood? What you should know Ark Invest's ace stock picker<blockquote>凯西·伍德是谁?您应该了解的Ark Invest的王牌选股者</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWho is Cathie Wood? What you should know Ark Invest's ace stock picker<blockquote>凯西·伍德是谁?您应该了解的Ark Invest的王牌选股者</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MoneyWise</strong><span class=\"h-time small\">2021-08-22 11:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Move over, Warren Buffett. There’s a new oracle in town.</p><p><blockquote>让开,沃伦·巴菲特。镇上有个新的神谕。</blockquote></p><p> Last year, Cathie Wood, founder of asset management firm Ark Invest, established herself as a master of the modern exchange-traded fund (ETF). In 2020, her flagship Ark Innovation ETF (ARKK) posted eye-watering gains of 153%, easily crushing the return of the overall stock market.</p><p><blockquote>去年,资产管理公司Ark Invest的创始人Cathie Wood确立了自己现代交易所交易基金(ETF)大师的地位。2020年,她的旗舰方舟创新ETF(ARKK)创下了153%的惊人涨幅,轻松碾压了整体股市的回报。</blockquote></p><p> Over the past five years, ARKK has averaged an annual return of greater than 40%.</p><p><blockquote>过去五年,ARKK的年均回报率超过40%。</blockquote></p><p> While ARKK and another of the company’s funds, Ark Genomic Revolution ETF (ARKG), have struggled this year, money from investors continues to pour in and CEOs like Elon Musk want to be on her podcast. You may even have Ark fundsin your portfolio.</p><p><blockquote>尽管ARKK和该公司的另一只基金Ark Genomic Revolution ETF(ARKG)今年陷入困境,但投资者的资金仍在继续涌入,埃隆·马斯克(Elon Musk)等首席执行官希望出现在她的播客上。您的投资组合中甚至可能有方舟基金。</blockquote></p><p> Despite the choppy road Wood's offerings have bumped along in the past few months, investors continue to hold on. Here's why.</p><p><blockquote>尽管过去几个月伍德的发行道路坎坷,但投资者仍在坚持。原因如下。</blockquote></p><p> <b>Just who is Cathie Wood?</b></p><p><blockquote><b>凯西·伍德到底是谁?</b></blockquote></p><p> When she founded Ark Invest in 2014, Wood had already amassed 40 years of experience researching and investing in innovation. She managed over $5 billion in assets at AllianceBernstein and over $800 million at hedge fund Tupelo Capital Management, which she also founded.</p><p><blockquote>当她在2014年创立Ark Invest时,伍德已经积累了40年的创新研究和投资经验。她在AllianceBernstein管理着超过50亿美元的资产,在她也创立的对冲基金Tupelo Capital Management管理着超过8亿美元的资产。</blockquote></p><p> Wood launched Ark as a means of packaging active stock portfolios in an ETF format.</p><p><blockquote>Wood推出Ark是为了以ETF格式包装主动股票投资组合。</blockquote></p><p> By concentrating on innovative, disruptive technologies, Arkinvests in companieswith the potential for both explosive short-term growth and long-term relevance. As the company’s CIO and portfolio manager, the final call on Ark’s investment decisions is Wood’s to make.</p><p><blockquote>通过专注于创新、颠覆性技术,ARK投资于具有爆炸性短期增长和长期相关性潜力的公司。作为公司的首席信息官和投资组合经理,Ark投资决策的最终看涨期权由伍德做出。</blockquote></p><p> Wood has received plenty of recognition for her investment performance in recent years.</p><p><blockquote>伍德近年来的投资表现得到了广泛认可。</blockquote></p><p> She was a featured speaker at the World Economic Forum (China) in 2016 and 2017. In 2018, she was selected by Bloomberg as one of the 50 people defining global business. In 2019,<i>Fortune</i>chose Wood to be one of the experts included in the publication’s annual<i>Fortune Investors Guide</i>.</p><p><blockquote>她是2016年和2017年世界经济论坛(中国)的专题演讲人。2018年,她被彭博选为定义全球商业的50人之一。2019年,<i>财富</i>选择伍德作为该出版物年度报告中的专家之一<i>财富投资者指南</i>.</blockquote></p><p> As of Aug. 11,<i>Forbes</i>estimated Wood’s net worth to be $400 million.</p><p><blockquote>截至8月11日,<i>福布斯</i>估计伍德的净资产为4亿美元。</blockquote></p><p> <b>Investment philosophy and performance</b></p><p><blockquote><b>投资理念与业绩</b></blockquote></p><p> Ark Invest describes its sole focus as “disruptive innovation,” which allows the firm toinvest in companieswhose products and services are expected to meet the needs of a planet that’s barrelling from crisis to crisis.</p><p><blockquote>Ark Invest将其唯一的关注点描述为“颠覆性创新”,这使该公司能够投资于其产品和服务有望满足不断经历危机的地球需求的公司。</blockquote></p><p> Ark’s big bet is that technology is the most effective solution to these crises and that a disruption-first ethos is a primary path to greater returns.</p><p><blockquote>Ark的大赌注是,技术是解决这些危机的最有效解决方案,而颠覆第一的精神是获得更大回报的主要途径。</blockquote></p><p> “We’re all about finding the next big thing,” reads a quote from Wood on Ark Invest’s website. “Those hewing to the benchmarks, which are backwards looking, are not about the future. They are about what has worked. We’re all about what is going to work.”</p><p><blockquote>“我们都在寻找下一件大事,”Ark Invest网站上引用伍德的话写道。“那些坚持基准的人是向后看的,不是关于未来的。它们是关于什么是有效的。我们都是关于什么是有效的。”</blockquote></p><p> And Wood’s picks are most definitely working.</p><p><blockquote>伍德的选择肯定是有效的。</blockquote></p><p> Despite the recent sluggishness that ARKK and ARKG are experiencing, both funds have crushed the market over the past five years</p><p><blockquote>尽管ARKK和ARKG最近经历了低迷,但这两只基金在过去五年中都碾压了市场</blockquote></p><p> ARKK, which includes tech heavyweights Tesla, Zoom, Coinbase, and Shopify among others, has grown by about 450% since the summer of 2016.</p><p><blockquote>ARKK包括科技巨头特斯拉、Zoom、Coinbase和Shopify等,自2016年夏季以来已增长约450%。</blockquote></p><p> Meanwhile, ARKG, which targets technologies like molecular diagnostic and genetics, and holds companies such as virtual healthcare provider Teladoc Health and Regeneron Pharmaceuticals, is up roughly 340% over the same time period.</p><p><blockquote>与此同时,瞄准分子诊断和遗传学等技术并持有虚拟医疗保健提供商Teladoc Health和再生元制药等公司的ARKG同期股价上涨了约340%。</blockquote></p><p> <b>Recent struggles providing a buying window?</b></p><p><blockquote><b>最近的挣扎提供了一个购买窗口?</b></blockquote></p><p> Investors who purchased either ARKK or ARKG in 2021 have had little to celebrate, with the ETFs posting year-to-date declines of 9% and 15%, respectively.</p><p><blockquote>2021年购买ARKK或ARKG的投资者没什么值得庆祝的,这些ETF今年迄今分别下跌了9%和15%。</blockquote></p><p> With investors changing course from growth stocks to economic recovery plays this year, many of Ark’s tech-focused plays have seen their shares decline, dragging down the value of Ark’s ETFs.</p><p><blockquote>随着今年投资者从成长型股票转向经济复苏型股票,Ark的许多以科技为重点的股票股价下跌,拖累了ARK ETF的价值。</blockquote></p><p> It’s one of the risks of the company’s relatively narrow focus.</p><p><blockquote>这是该公司关注点相对狭窄的风险之一。</blockquote></p><p> But despite the recent weakness, investors aren’t exactly losing confidence in the Ark ETFs. In fact, they’re backing Wood with even more money, suggesting they see the dip as an attractive buying opportunity.</p><p><blockquote>但尽管最近表现疲软,投资者并没有对ARK ETF失去信心。事实上,他们用更多的资金支持木材,这表明他们将下跌视为一个有吸引力的买入机会。</blockquote></p><p> For instance, ARKK has seen nearly $5.9 billion in inflows this year, bringing its total assets under management to a whopping $22.6 billion.</p><p><blockquote>例如,ARKK今年的资金流入近59亿美元,使其管理的总资产达到226亿美元。</blockquote></p><p> <b>ETFs and beyond</b></p><p><blockquote><b>ETF及其他</b></blockquote></p><p> Purchasing Ark ETFs is easier than you think. And now might be an ideal time to do it.</p><p><blockquote>购买ARK ETF比您想象的要容易。现在可能是做这件事的理想时机。</blockquote></p><p> You can get started witha popular investing app, which offers not only ETFs, but also fractional shares. Another app allows you to build a diversified portfolio with little more than the“spare change” left over from your everyday purchases.</p><p><blockquote>你可以从一个流行的投资应用程序开始,它不仅提供ETF,还提供零碎股票。另一个应用程序允许你用日常购物剩下的“零钱”建立一个多元化的投资组合。</blockquote></p><p> With a little help from theright platform, you can invest alongside Cathie Wood and, hopefully, profit massively from her next set of big ideas.</p><p><blockquote>在theright platform的一点帮助下,你可以和Cathie Wood一起投资,并有望从她的下一组大创意中获得巨大利润。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/cathie-wood-know-ark-invests-221500163.html\">MoneyWise</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://finance.yahoo.com/news/cathie-wood-know-ark-invests-221500163.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156125276","content_text":"Move over, Warren Buffett. There’s a new oracle in town.\nLast year, Cathie Wood, founder of asset management firm Ark Invest, established herself as a master of the modern exchange-traded fund (ETF). In 2020, her flagship Ark Innovation ETF (ARKK) posted eye-watering gains of 153%, easily crushing the return of the overall stock market.\nOver the past five years, ARKK has averaged an annual return of greater than 40%.\nWhile ARKK and another of the company’s funds, Ark Genomic Revolution ETF (ARKG), have struggled this year, money from investors continues to pour in and CEOs like Elon Musk want to be on her podcast. You may even have Ark fundsin your portfolio.\nDespite the choppy road Wood's offerings have bumped along in the past few months, investors continue to hold on. Here's why.\nJust who is Cathie Wood?\nWhen she founded Ark Invest in 2014, Wood had already amassed 40 years of experience researching and investing in innovation. She managed over $5 billion in assets at AllianceBernstein and over $800 million at hedge fund Tupelo Capital Management, which she also founded.\nWood launched Ark as a means of packaging active stock portfolios in an ETF format.\nBy concentrating on innovative, disruptive technologies, Arkinvests in companieswith the potential for both explosive short-term growth and long-term relevance. As the company’s CIO and portfolio manager, the final call on Ark’s investment decisions is Wood’s to make.\nWood has received plenty of recognition for her investment performance in recent years.\nShe was a featured speaker at the World Economic Forum (China) in 2016 and 2017. In 2018, she was selected by Bloomberg as one of the 50 people defining global business. In 2019,Fortunechose Wood to be one of the experts included in the publication’s annualFortune Investors Guide.\nAs of Aug. 11,Forbesestimated Wood’s net worth to be $400 million.\nInvestment philosophy and performance\nArk Invest describes its sole focus as “disruptive innovation,” which allows the firm toinvest in companieswhose products and services are expected to meet the needs of a planet that’s barrelling from crisis to crisis.\nArk’s big bet is that technology is the most effective solution to these crises and that a disruption-first ethos is a primary path to greater returns.\n“We’re all about finding the next big thing,” reads a quote from Wood on Ark Invest’s website. “Those hewing to the benchmarks, which are backwards looking, are not about the future. They are about what has worked. We’re all about what is going to work.”\nAnd Wood’s picks are most definitely working.\nDespite the recent sluggishness that ARKK and ARKG are experiencing, both funds have crushed the market over the past five years\nARKK, which includes tech heavyweights Tesla, Zoom, Coinbase, and Shopify among others, has grown by about 450% since the summer of 2016.\nMeanwhile, ARKG, which targets technologies like molecular diagnostic and genetics, and holds companies such as virtual healthcare provider Teladoc Health and Regeneron Pharmaceuticals, is up roughly 340% over the same time period.\nRecent struggles providing a buying window?\nInvestors who purchased either ARKK or ARKG in 2021 have had little to celebrate, with the ETFs posting year-to-date declines of 9% and 15%, respectively.\nWith investors changing course from growth stocks to economic recovery plays this year, many of Ark’s tech-focused plays have seen their shares decline, dragging down the value of Ark’s ETFs.\nIt’s one of the risks of the company’s relatively narrow focus.\nBut despite the recent weakness, investors aren’t exactly losing confidence in the Ark ETFs. In fact, they’re backing Wood with even more money, suggesting they see the dip as an attractive buying opportunity.\nFor instance, ARKK has seen nearly $5.9 billion in inflows this year, bringing its total assets under management to a whopping $22.6 billion.\nETFs and beyond\nPurchasing Ark ETFs is easier than you think. And now might be an ideal time to do it.\nYou can get started witha popular investing app, which offers not only ETFs, but also fractional shares. Another app allows you to build a diversified portfolio with little more than the“spare change” left over from your everyday purchases.\nWith a little help from theright platform, you can invest alongside Cathie Wood and, hopefully, profit massively from her next set of big ideas.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832697735,"gmtCreate":1629616196027,"gmtModify":1631891804720,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"Godd","listText":"Godd","text":"Godd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832697735","repostId":"2161374148","repostType":4,"isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839426067,"gmtCreate":1629175623059,"gmtModify":1631891804724,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839426067","repostId":"2160220917","repostType":4,"repost":{"id":"2160220917","kind":"highlight","pubTimestamp":1629169899,"share":"https://www.laohu8.com/m/news/2160220917?lang=zh_CN&edition=full","pubTime":"2021-08-17 11:11","market":"us","language":"en","title":"Walmart preview: U.S. sales growth at Walmart could outdo Amazon<blockquote>沃尔玛预览:沃尔玛在美国的销售增长可能超过亚马逊</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2160220917","media":"MarketWatch","summary":"Walmart's private-label insulin is an opportunity to build on relationships with its customers, acco","content":"<p>Walmart's private-label insulin is an opportunity to build on relationships with its customers, according to Cowen</p><p><blockquote>考恩表示,沃尔玛的自有品牌胰岛素是与客户建立关系的机会</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a6b08844f1b7ca3cddb5f9ed7c58785\" tg-width=\"1050\" tg-height=\"685\" width=\"100%\" height=\"auto\"><span>Walmart's grocery business is once again gaining momentum, experts say WALMART</span></p><p><blockquote><p class=\"t-img-caption\"><span>专家表示,沃尔玛的杂货业务再次获得动力</span></p></blockquote></p><p> Walmart Inc.'s U.S. sales growth could outdo Amazon.com Inc. when the retail giant reports its fiscal second-quarter earnings on Tuesday, Aug. 17.</p><p><blockquote>当零售巨头沃尔玛公司于8月17日星期二公布第二财季收益时,其在美国的销售增长可能会超过亚马逊公司。</blockquote></p><p> Amazon reported second-quarter sales growth on July 29 that slowed to 27% from more than 40% in recent quarters.</p><p><blockquote>亚马逊7月29日公布第二季度销售额增速从近几个季度的40%以上放缓至27%。</blockquote></p><p> Bank of America analysts say \"Walmart U.S. sales growth may outpace Amazon's total 'online stores' growth\" with help from added merchandise, same-day delivery and pickup and other offers.</p><p><blockquote>美国银行分析师表示,在增加商品、当天送货和提货以及其他优惠的帮助下,“沃尔玛美国的销售额增长可能会超过亚马逊‘在线商店’的总增长”。</blockquote></p><p> \"We believe Walmart's omnichannel transformation in the U.S. will continue to gain momentum and support more sustainable and predictable positive same-store sales and traffic at U.S. Supercenters and U.S. e-commerce and GMV growth that should support P/E multiple expansion,\" analysts wrote in a note.</p><p><blockquote>分析师在一份报告中写道:“我们相信,沃尔玛在美国的全渠道转型将继续获得动力,并支持美国超级中心更可持续和可预测的同店销售和客流量以及美国电子商务和GMV增长,这应该会支持市盈率倍数扩张。”</blockquote></p><p> Walmart is also getting a boost from re-gains in grocery market share as lower-income consumers adopt online shopping habits and should see third-quarter upside from back-to-school and general merchandise sales.</p><p><blockquote>随着低收入消费者养成网上购物习惯,沃尔玛也从杂货市场份额的重新增长中获得提振,并且第三季度返校和百货销售应该会出现增长。</blockquote></p><p> Bank of America rates Walmart stock at buy with a price objective of $185.</p><p><blockquote>美国银行将沃尔玛股票评级为买入,目标价为185美元。</blockquote></p><p> To be sure, Amazon is still dominating e-commerce. The latest from eMarketer shows that Amazon will account for 41.4% of all U.S. e-commerce sales in 2021. Walmart comes in second at 7.2%.</p><p><blockquote>可以肯定的是,亚马逊仍然主导着电子商务。eMarketer的最新数据显示,2021年亚马逊将占美国所有电商销售额的41.4%。沃尔玛以7.2%位居第二。</blockquote></p><p> But, data provided by Consumer Intelligence Research Partners (CIRP) shows that Walmart's e-commerce site \"continues to show signs of strength\" with shoppers spending about $1,300 per year and average annual spend rising over the past couple of quarters as COVID-19 drives consumers online. That figure is on top of what is spent in stores.</p><p><blockquote>但是,消费者情报研究合作伙伴(CIRP)提供的数据显示,沃尔玛的电子商务网站“继续显示出强劲的迹象”,购物者每年消费约1,300美元,随着COVID-19推动消费者上网,过去几个季度的平均年支出有所上升。这个数字是在商店消费的基础上。</blockquote></p><p> The group also estimates that Walmart+, the company's Prime rival, has between 8.5 million and 9.5 million members. That's up from 7.4 million to 8.2 million in January.</p><p><blockquote>该组织还估计,该公司的主要竞争对手沃尔玛+拥有850万至950万会员。这一数字从1月份的740万增加到820万。</blockquote></p><p> Here are other items to watch for when Walmart reports its earnings:</p><p><blockquote>以下是沃尔玛报告收益时需要注意的其他事项:</blockquote></p><p> <b>Earnings:</b> The FactSet consensus is for earnings per share of $1.57, down from $2.06 last year.</p><p><blockquote><b>收益:</b>FactSet的共识是每股收益为1.57美元,低于去年的2.06美元。</blockquote></p><p> Estimize, which crowdsources estimates from sell-side and buy-side analysts, hedge-fund managers, executives, academics and others, forecasts EPS of $1.65.</p><p><blockquote>Estimize众包了卖方和买方分析师、对冲基金经理、高管、学者和其他人的估计,预测每股收益为1.65美元。</blockquote></p><p> <b>Revenue:</b> The FactSet revenue consensus is $136.87 billion, down from $137.70 billion last year.</p><p><blockquote><b>收入:</b>FactSet的收入共识为1368.7亿美元,低于去年的1377亿美元。</blockquote></p><p> FactSet's global same-store sales consensus is for 3.2% growth, with the U.S. up 3% and international sales up 5%.</p><p><blockquote>FactSet的全球同店销售额共识为增长3.2%,其中美国增长3%,国际销售额增长5%。</blockquote></p><p> Estimize forecasts revenue of $139.19 billion.</p><p><blockquote>Estimize预测收入为1,391.9亿美元。</blockquote></p><p> <b>Stock price: </b>Walmart stock has rallied 8.3% over the last three months through Monday, and is up 4.8% for the year to date.</p><p><blockquote><b>股票价格:</b>截至周一,沃尔玛股价在过去三个月内上涨了8.3%,今年迄今已上涨4.8%。</blockquote></p><p> The Dow Jones Industrial Average has gained 16.4% for 2021 so far.</p><p><blockquote>2021年迄今为止,道琼斯工业平均指数已上涨16.4%。</blockquote></p><p> <b>Other items:</b></p><p><blockquote><b>其他项目:</b></blockquote></p><p> --Other analysts are also putting Walmart's growth this quarter in the grocery basket.</p><p><blockquote>——其他分析师也将沃尔玛本季度的增长纳入杂货篮子中。</blockquote></p><p> \"Grocery should lead comps performance accelerating from Q1,\" wrote Credit Suisse in a note.</p><p><blockquote>瑞士信贷在一份报告中写道:“杂货应该会引领公司业绩,从第一季度开始加速增长。”</blockquote></p><p> Credit Suisse rates Walmart stock outperform with a $158 target price.</p><p><blockquote>瑞士信贷将沃尔玛股票评级为跑赢大盘,目标价为158美元。</blockquote></p><p> \"We expect Walmart to maintain momentum over the coming quarters as the environment normalizes and shoppers once again become more price sensitive,\" wrote Cowen analysts.</p><p><blockquote>考恩分析师写道:“随着环境正常化以及购物者再次对价格变得更加敏感,我们预计沃尔玛将在未来几个季度保持增长势头。”</blockquote></p><p> \"Further, our proprietary surveys indicate Walmart remains an online grocery share leader as over 58% of online grocery shoppers in June purchased from the retailer.\"</p><p><blockquote>“此外,我们的专有调查显示,沃尔玛仍然是在线杂货份额的领导者,6月份超过58%的在线杂货购物者从该零售商处购买。”</blockquote></p><p> Cowen rates Walmart stock outperform with a $170 price target.</p><p><blockquote>Cowen将沃尔玛股票评级为跑赢大盘,目标价为170美元。</blockquote></p><p> Read: Grocery Outlet shares slide on concerns the retailer can't hold on to customers gained during COVID</p><p><blockquote>阅读:由于担心零售商无法留住新冠疫情期间获得的客户,杂货店股价下跌</blockquote></p><p> <b>-Walmart's private-label insulin is a big opportunity.</b></p><p><blockquote><b>——沃尔玛的自有品牌胰岛素是一个很大的机会。</b></blockquote></p><p> Cowen analysts estimate that 14% of Walmart's customers have diabetes. In June on private-label insulin.</p><p><blockquote>Cowen分析师估计,沃尔玛14%的顾客患有糖尿病。六月推出自有品牌胰岛素。</blockquote></p><p> Cowen analysts think the insulin offer could drive repeat business. It's also part of the company's effort to dive more deeply into the healthcare category.</p><p><blockquote>Cowen分析师认为,胰岛素报价可能会推动回头客业务。这也是该公司更深入地进入医疗保健类别的努力的一部分。</blockquote></p><p> \"Stepping back, this is just the latest move as the retailer has been beefing up its healthcare ecosystem which includes the recent acquisition of MeMD, a telehealth provider, and launching Walmart Insurance Service last fall,\" Cowen wrote in a note published Thursday.</p><p><blockquote>考恩在周四发布的一份报告中写道:“退一步说,这只是该零售商一直在加强其医疗保健生态系统的最新举措,其中包括最近收购远程医疗提供商MeMD,以及去年秋天推出沃尔玛保险服务。”</blockquote></p><p> \"Additionally, Walmart also operates 20 clinics with plans for additional openings in the near term. We are constructive on Walmart's advances into healthcare as the retailer is expertly widening its retail ecosystem which we expect will result in increased customer loyalty.\"</p><p><blockquote>“此外,沃尔玛还经营着20家诊所,并计划在短期内开设更多诊所。我们对沃尔玛在医疗保健领域的进步持建设性态度,因为该零售商正在专业地扩大其零售生态系统,我们预计这将提高客户忠诚度。”</blockquote></p><p> Bank of America notes that Walmart is growing its alternate revenue streams including healthcare, advertising and services. Several of the health centers the company has planned with be in Florida, where analysts say the company will make inroads with an older demographic.</p><p><blockquote>美国银行指出,沃尔玛正在增加其替代收入来源,包括医疗保健、广告和服务。该公司计划在佛罗里达州建立的几个健康中心,分析师表示,该公司将进军该州的老年人口群体。</blockquote></p><p></p>","source":"lsy1603348471595","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>Walmart preview: U.S. sales growth at Walmart could outdo Amazon<blockquote>沃尔玛预览:沃尔玛在美国的销售增长可能超过亚马逊</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\">\nWalmart preview: U.S. sales growth at Walmart could outdo Amazon<blockquote>沃尔玛预览:沃尔玛在美国的销售增长可能超过亚马逊</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-17 11:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Walmart's private-label insulin is an opportunity to build on relationships with its customers, according to Cowen</p><p><blockquote>考恩表示,沃尔玛的自有品牌胰岛素是与客户建立关系的机会</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a6b08844f1b7ca3cddb5f9ed7c58785\" tg-width=\"1050\" tg-height=\"685\" width=\"100%\" height=\"auto\"><span>Walmart's grocery business is once again gaining momentum, experts say WALMART</span></p><p><blockquote><p class=\"t-img-caption\"><span>专家表示,沃尔玛的杂货业务再次获得动力</span></p></blockquote></p><p> Walmart Inc.'s U.S. sales growth could outdo Amazon.com Inc. when the retail giant reports its fiscal second-quarter earnings on Tuesday, Aug. 17.</p><p><blockquote>当零售巨头沃尔玛公司于8月17日星期二公布第二财季收益时,其在美国的销售增长可能会超过亚马逊公司。</blockquote></p><p> Amazon reported second-quarter sales growth on July 29 that slowed to 27% from more than 40% in recent quarters.</p><p><blockquote>亚马逊7月29日公布第二季度销售额增速从近几个季度的40%以上放缓至27%。</blockquote></p><p> Bank of America analysts say \"Walmart U.S. sales growth may outpace Amazon's total 'online stores' growth\" with help from added merchandise, same-day delivery and pickup and other offers.</p><p><blockquote>美国银行分析师表示,在增加商品、当天送货和提货以及其他优惠的帮助下,“沃尔玛美国的销售额增长可能会超过亚马逊‘在线商店’的总增长”。</blockquote></p><p> \"We believe Walmart's omnichannel transformation in the U.S. will continue to gain momentum and support more sustainable and predictable positive same-store sales and traffic at U.S. Supercenters and U.S. e-commerce and GMV growth that should support P/E multiple expansion,\" analysts wrote in a note.</p><p><blockquote>分析师在一份报告中写道:“我们相信,沃尔玛在美国的全渠道转型将继续获得动力,并支持美国超级中心更可持续和可预测的同店销售和客流量以及美国电子商务和GMV增长,这应该会支持市盈率倍数扩张。”</blockquote></p><p> Walmart is also getting a boost from re-gains in grocery market share as lower-income consumers adopt online shopping habits and should see third-quarter upside from back-to-school and general merchandise sales.</p><p><blockquote>随着低收入消费者养成网上购物习惯,沃尔玛也从杂货市场份额的重新增长中获得提振,并且第三季度返校和百货销售应该会出现增长。</blockquote></p><p> Bank of America rates Walmart stock at buy with a price objective of $185.</p><p><blockquote>美国银行将沃尔玛股票评级为买入,目标价为185美元。</blockquote></p><p> To be sure, Amazon is still dominating e-commerce. The latest from eMarketer shows that Amazon will account for 41.4% of all U.S. e-commerce sales in 2021. Walmart comes in second at 7.2%.</p><p><blockquote>可以肯定的是,亚马逊仍然主导着电子商务。eMarketer的最新数据显示,2021年亚马逊将占美国所有电商销售额的41.4%。沃尔玛以7.2%位居第二。</blockquote></p><p> But, data provided by Consumer Intelligence Research Partners (CIRP) shows that Walmart's e-commerce site \"continues to show signs of strength\" with shoppers spending about $1,300 per year and average annual spend rising over the past couple of quarters as COVID-19 drives consumers online. That figure is on top of what is spent in stores.</p><p><blockquote>但是,消费者情报研究合作伙伴(CIRP)提供的数据显示,沃尔玛的电子商务网站“继续显示出强劲的迹象”,购物者每年消费约1,300美元,随着COVID-19推动消费者上网,过去几个季度的平均年支出有所上升。这个数字是在商店消费的基础上。</blockquote></p><p> The group also estimates that Walmart+, the company's Prime rival, has between 8.5 million and 9.5 million members. That's up from 7.4 million to 8.2 million in January.</p><p><blockquote>该组织还估计,该公司的主要竞争对手沃尔玛+拥有850万至950万会员。这一数字从1月份的740万增加到820万。</blockquote></p><p> Here are other items to watch for when Walmart reports its earnings:</p><p><blockquote>以下是沃尔玛报告收益时需要注意的其他事项:</blockquote></p><p> <b>Earnings:</b> The FactSet consensus is for earnings per share of $1.57, down from $2.06 last year.</p><p><blockquote><b>收益:</b>FactSet的共识是每股收益为1.57美元,低于去年的2.06美元。</blockquote></p><p> Estimize, which crowdsources estimates from sell-side and buy-side analysts, hedge-fund managers, executives, academics and others, forecasts EPS of $1.65.</p><p><blockquote>Estimize众包了卖方和买方分析师、对冲基金经理、高管、学者和其他人的估计,预测每股收益为1.65美元。</blockquote></p><p> <b>Revenue:</b> The FactSet revenue consensus is $136.87 billion, down from $137.70 billion last year.</p><p><blockquote><b>收入:</b>FactSet的收入共识为1368.7亿美元,低于去年的1377亿美元。</blockquote></p><p> FactSet's global same-store sales consensus is for 3.2% growth, with the U.S. up 3% and international sales up 5%.</p><p><blockquote>FactSet的全球同店销售额共识为增长3.2%,其中美国增长3%,国际销售额增长5%。</blockquote></p><p> Estimize forecasts revenue of $139.19 billion.</p><p><blockquote>Estimize预测收入为1,391.9亿美元。</blockquote></p><p> <b>Stock price: </b>Walmart stock has rallied 8.3% over the last three months through Monday, and is up 4.8% for the year to date.</p><p><blockquote><b>股票价格:</b>截至周一,沃尔玛股价在过去三个月内上涨了8.3%,今年迄今已上涨4.8%。</blockquote></p><p> The Dow Jones Industrial Average has gained 16.4% for 2021 so far.</p><p><blockquote>2021年迄今为止,道琼斯工业平均指数已上涨16.4%。</blockquote></p><p> <b>Other items:</b></p><p><blockquote><b>其他项目:</b></blockquote></p><p> --Other analysts are also putting Walmart's growth this quarter in the grocery basket.</p><p><blockquote>——其他分析师也将沃尔玛本季度的增长纳入杂货篮子中。</blockquote></p><p> \"Grocery should lead comps performance accelerating from Q1,\" wrote Credit Suisse in a note.</p><p><blockquote>瑞士信贷在一份报告中写道:“杂货应该会引领公司业绩,从第一季度开始加速增长。”</blockquote></p><p> Credit Suisse rates Walmart stock outperform with a $158 target price.</p><p><blockquote>瑞士信贷将沃尔玛股票评级为跑赢大盘,目标价为158美元。</blockquote></p><p> \"We expect Walmart to maintain momentum over the coming quarters as the environment normalizes and shoppers once again become more price sensitive,\" wrote Cowen analysts.</p><p><blockquote>考恩分析师写道:“随着环境正常化以及购物者再次对价格变得更加敏感,我们预计沃尔玛将在未来几个季度保持增长势头。”</blockquote></p><p> \"Further, our proprietary surveys indicate Walmart remains an online grocery share leader as over 58% of online grocery shoppers in June purchased from the retailer.\"</p><p><blockquote>“此外,我们的专有调查显示,沃尔玛仍然是在线杂货份额的领导者,6月份超过58%的在线杂货购物者从该零售商处购买。”</blockquote></p><p> Cowen rates Walmart stock outperform with a $170 price target.</p><p><blockquote>Cowen将沃尔玛股票评级为跑赢大盘,目标价为170美元。</blockquote></p><p> Read: Grocery Outlet shares slide on concerns the retailer can't hold on to customers gained during COVID</p><p><blockquote>阅读:由于担心零售商无法留住新冠疫情期间获得的客户,杂货店股价下跌</blockquote></p><p> <b>-Walmart's private-label insulin is a big opportunity.</b></p><p><blockquote><b>——沃尔玛的自有品牌胰岛素是一个很大的机会。</b></blockquote></p><p> Cowen analysts estimate that 14% of Walmart's customers have diabetes. In June on private-label insulin.</p><p><blockquote>Cowen分析师估计,沃尔玛14%的顾客患有糖尿病。六月推出自有品牌胰岛素。</blockquote></p><p> Cowen analysts think the insulin offer could drive repeat business. It's also part of the company's effort to dive more deeply into the healthcare category.</p><p><blockquote>Cowen分析师认为,胰岛素报价可能会推动回头客业务。这也是该公司更深入地进入医疗保健类别的努力的一部分。</blockquote></p><p> \"Stepping back, this is just the latest move as the retailer has been beefing up its healthcare ecosystem which includes the recent acquisition of MeMD, a telehealth provider, and launching Walmart Insurance Service last fall,\" Cowen wrote in a note published Thursday.</p><p><blockquote>考恩在周四发布的一份报告中写道:“退一步说,这只是该零售商一直在加强其医疗保健生态系统的最新举措,其中包括最近收购远程医疗提供商MeMD,以及去年秋天推出沃尔玛保险服务。”</blockquote></p><p> \"Additionally, Walmart also operates 20 clinics with plans for additional openings in the near term. We are constructive on Walmart's advances into healthcare as the retailer is expertly widening its retail ecosystem which we expect will result in increased customer loyalty.\"</p><p><blockquote>“此外,沃尔玛还经营着20家诊所,并计划在短期内开设更多诊所。我们对沃尔玛在医疗保健领域的进步持建设性态度,因为该零售商正在专业地扩大其零售生态系统,我们预计这将提高客户忠诚度。”</blockquote></p><p> Bank of America notes that Walmart is growing its alternate revenue streams including healthcare, advertising and services. Several of the health centers the company has planned with be in Florida, where analysts say the company will make inroads with an older demographic.</p><p><blockquote>美国银行指出,沃尔玛正在增加其替代收入来源,包括医疗保健、广告和服务。该公司计划在佛罗里达州建立的几个健康中心,分析师表示,该公司将进军该州的老年人口群体。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/walmart-preview-u-s-sales-growth-at-walmart-could-outdo-amazon-11628782726?mod=home-page\">MarketWatch</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":{"NVO":"诺和诺德","AMZN":"亚马逊","WMT":"沃尔玛"},"source_url":"https://www.marketwatch.com/story/walmart-preview-u-s-sales-growth-at-walmart-could-outdo-amazon-11628782726?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160220917","content_text":"Walmart's private-label insulin is an opportunity to build on relationships with its customers, according to Cowen\nWalmart's grocery business is once again gaining momentum, experts say WALMART\nWalmart Inc.'s U.S. sales growth could outdo Amazon.com Inc. when the retail giant reports its fiscal second-quarter earnings on Tuesday, Aug. 17.\nAmazon reported second-quarter sales growth on July 29 that slowed to 27% from more than 40% in recent quarters.\nBank of America analysts say \"Walmart U.S. sales growth may outpace Amazon's total 'online stores' growth\" with help from added merchandise, same-day delivery and pickup and other offers.\n\"We believe Walmart's omnichannel transformation in the U.S. will continue to gain momentum and support more sustainable and predictable positive same-store sales and traffic at U.S. Supercenters and U.S. e-commerce and GMV growth that should support P/E multiple expansion,\" analysts wrote in a note.\nWalmart is also getting a boost from re-gains in grocery market share as lower-income consumers adopt online shopping habits and should see third-quarter upside from back-to-school and general merchandise sales.\nBank of America rates Walmart stock at buy with a price objective of $185.\nTo be sure, Amazon is still dominating e-commerce. The latest from eMarketer shows that Amazon will account for 41.4% of all U.S. e-commerce sales in 2021. Walmart comes in second at 7.2%.\nBut, data provided by Consumer Intelligence Research Partners (CIRP) shows that Walmart's e-commerce site \"continues to show signs of strength\" with shoppers spending about $1,300 per year and average annual spend rising over the past couple of quarters as COVID-19 drives consumers online. That figure is on top of what is spent in stores.\nThe group also estimates that Walmart+, the company's Prime rival, has between 8.5 million and 9.5 million members. That's up from 7.4 million to 8.2 million in January.\nHere are other items to watch for when Walmart reports its earnings:\nEarnings: The FactSet consensus is for earnings per share of $1.57, down from $2.06 last year.\nEstimize, which crowdsources estimates from sell-side and buy-side analysts, hedge-fund managers, executives, academics and others, forecasts EPS of $1.65.\nRevenue: The FactSet revenue consensus is $136.87 billion, down from $137.70 billion last year.\nFactSet's global same-store sales consensus is for 3.2% growth, with the U.S. up 3% and international sales up 5%.\nEstimize forecasts revenue of $139.19 billion.\nStock price: Walmart stock has rallied 8.3% over the last three months through Monday, and is up 4.8% for the year to date.\nThe Dow Jones Industrial Average has gained 16.4% for 2021 so far.\nOther items:\n--Other analysts are also putting Walmart's growth this quarter in the grocery basket.\n\"Grocery should lead comps performance accelerating from Q1,\" wrote Credit Suisse in a note.\nCredit Suisse rates Walmart stock outperform with a $158 target price.\n\"We expect Walmart to maintain momentum over the coming quarters as the environment normalizes and shoppers once again become more price sensitive,\" wrote Cowen analysts.\n\"Further, our proprietary surveys indicate Walmart remains an online grocery share leader as over 58% of online grocery shoppers in June purchased from the retailer.\"\nCowen rates Walmart stock outperform with a $170 price target.\nRead: Grocery Outlet shares slide on concerns the retailer can't hold on to customers gained during COVID\n-Walmart's private-label insulin is a big opportunity.\nCowen analysts estimate that 14% of Walmart's customers have diabetes. In June on private-label insulin.\nCowen analysts think the insulin offer could drive repeat business. It's also part of the company's effort to dive more deeply into the healthcare category.\n\"Stepping back, this is just the latest move as the retailer has been beefing up its healthcare ecosystem which includes the recent acquisition of MeMD, a telehealth provider, and launching Walmart Insurance Service last fall,\" Cowen wrote in a note published Thursday.\n\"Additionally, Walmart also operates 20 clinics with plans for additional openings in the near term. We are constructive on Walmart's advances into healthcare as the retailer is expertly widening its retail ecosystem which we expect will result in increased customer loyalty.\"\nBank of America notes that Walmart is growing its alternate revenue streams including healthcare, advertising and services. Several of the health centers the company has planned with be in Florida, where analysts say the company will make inroads with an older demographic.","news_type":1,"symbols_score_info":{"NVO":0.9,"AMZN":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":1304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830021835,"gmtCreate":1628994694127,"gmtModify":1631891804727,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830021835","repostId":"2159214569","repostType":4,"repost":{"id":"2159214569","kind":"highlight","pubTimestamp":1628989290,"share":"https://www.laohu8.com/m/news/2159214569?lang=zh_CN&edition=full","pubTime":"2021-08-15 09:01","market":"us","language":"en","title":"How to value Nio's stock compared to Tesla, VW, Ford and other rivals<blockquote>与特斯拉、大众、福特和其他竞争对手相比,如何评估蔚来股票的价值</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159214569","media":"MarkeWatch","summary":"Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker's prospects.That might make sense to you as an investor -- after all, Nio is an innovative company that sells only electric vehicles. Ford is a legacy auto maker that is working to catch up and eventually make a full transition to electric vehicles. Shares of Nio have more than tripled in the past year, while Ford's have almost doubled after cratering in the previous decade.So where does Nio $$","content":"<p>Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker's prospects.</p><p><blockquote>蔚来可能是一家相对较小的公司。但投资者看好这家中国电动汽车制造商的前景。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/459f713c5dfcf08752165d643a5f1463\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"><span>A Nio store in downtown Shanghai. (Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>上海市中心的一家蔚来店。(盖蒂图片社)</span></p></blockquote></p><p> Chinese electric-vehicle maker Nio Inc., which sells no cars in the U.S., has a market capitalization of $60.2 billion. By that measure, it is larger than Ford Motor Co., which was founded in 1903.</p><p><blockquote>中国电动汽车制造商蔚来在美国不销售汽车,其市值为602亿美元。以此衡量,它比1903年成立的福特汽车公司还要大。</blockquote></p><p> That might make sense to you as an investor -- after all, Nio is an innovative company that sells only electric vehicles. Ford is a legacy auto maker that is working to catch up and eventually make a full transition to electric vehicles. Shares of Nio have more than tripled in the past year, while Ford's have almost doubled after cratering in the previous decade.</p><p><blockquote>作为投资者,这对您来说可能是有意义的——毕竟,蔚来是一家只销售电动汽车的创新公司。福特是一家传统汽车制造商,正在努力迎头赶上并最终全面过渡到电动汽车。蔚来的股价在过去一年上涨了两倍多,而福特的股价在过去十年暴跌后几乎翻了一番。</blockquote></p><p> So where does Nio <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, which reported second-quarter results after the stock market closes Wednesday, fit in an investment thesis? Below are screens showing how its stock valuation compares to vehicle production, and how that valuation relates to projected earnings through 2025.</p><p><blockquote>那么蔚来在哪里<a href=\"https://laohu8.com/S/NIO\">$(蔚来)$</a>该公司在周三股市收盘后公布了第二季度业绩,符合投资理论吗?下面的屏幕显示了其股票估值与汽车产量的比较,以及该估值与2025年预计收益的关系。</blockquote></p><p> <b>Doubling car production</b></p><p><blockquote><b>汽车产量翻倍</b></blockquote></p><p> For the second quarter, Nio delivered 21,896 vehicles for a 112% increase from a year earlier. The growth is impressive, but the total number of vehicles sold is still relatively small.</p><p><blockquote>第二季度,蔚来交付了21,896辆汽车,同比增长112%。增长令人印象深刻,但销售的车辆总数仍然相对较少。</blockquote></p><p> Here's a look at the 10 largest auto makers by market capitalization, along with their second-quarter sales or delivery numbers (whichever was higher, if both were reported) and additional color below the table:</p><p><blockquote>以下是按市值计算的10家最大汽车制造商,以及它们第二季度的销售额或交付量(如果两者都报告,以较高者为准)以及表下方的附加颜色:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d9e9aed76c94544dbe44cde9f7c8bebc\" tg-width=\"931\" tg-height=\"761\" width=\"100%\" height=\"auto\"> <table> <tbody> <tr></tr> </tbody> </table> You can see that those valuations are about the future, when innovators in the EV space -- Tesla Inc. and Nio, on this list -- may (or may not) become as large as legacy players.</p><p><blockquote><table><tbody><tr></tr></tbody></table>你可以看到,这些估值是关于未来的,届时电动汽车领域的创新者——名单上的特斯拉公司和蔚来——可能(也可能不会)变得与传统企业一样大。</blockquote></p><p> For now, Ford churns out mostly internal combustion engine vehicles at nearly 35 times the rate that Nio makes EVs.</p><p><blockquote>目前,福特主要生产内燃机汽车,其速度几乎是蔚来电动汽车生产速度的35倍。</blockquote></p><p> One thing to be aware of is that the legacy auto makers don't all report their unit sales the same way. Most don't break out electric vehicle sales.</p><p><blockquote>需要注意的一件事是,传统汽车制造商并不都以相同的方式报告其销量。大多数人都没有公布电动汽车销量。</blockquote></p><p> Among those that do, definitions vary. For example, Toyota Motor Corp. (7203.TO) reported that \"electrified vehicle\" sales made up 26.6% of total auto sales during the second quarter. But that category includes:</p><p><blockquote>在那些这样做的国家中,定义各不相同。例如,丰田汽车公司(7203.TO)报告称,第二季度“电动汽车”销量占汽车总销量的26.6%。但该类别包括:</blockquote></p><p> For Toyota, BEV made up only 0.2% of second-quarter sales, while they accounted for 100% of sales for Nio and Tesla. Toyota's PHEV sales made up 1.4% of the total.</p><p><blockquote>对于丰田来说,纯电动汽车仅占第二季度销量的0.2%,而蔚来和特斯拉则占100%。丰田的PHEV销量占总销量的1.4%。</blockquote></p><p> Volkswagen AG reports electric-vehicle sales as including PHEV, which accounted for 6.7% of second-quarter sales, or BEV, which made up 4.4% of total sales. Those are impressive numbers: a combined 11.1%.</p><p><blockquote>大众汽车公司报告称,电动汽车销量包括PHEV(占第二季度销量的6.7%)和BEV(占总销量的4.4%)。这些数字令人印象深刻:总计11.1%。</blockquote></p><p> For Bayerische Motoren Werke Aktiengesellschaft , better known as BWM Group, a second-quarter breakdown of electric-vehicle deliveries isn't yet available, but for the first half of 2021, 153,243 all-electric or plug-in hybrid vehicles were delivered, or 11.4% of total deliveries.</p><p><blockquote>对于Bayerische Motoren Werke Aktiengesellschaft(更广为人知的名称是BWM Group)来说,第二季度电动汽车交付量的细分数据尚未公布,但2021年上半年,交付了153,243辆全电动或插电式混合动力汽车,或占总交付量的11.4%。</blockquote></p><p> <b>Valuation to earnings estimates</b></p><p><blockquote><b>估值与盈利预测之比</b></blockquote></p><p> For companies at early stages, comparisons of price-to-earnings ratios may not mean very much. Such companies are focusing on growth rather than profits. An example of this has been Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, which has traded at a high P/E for decades as it has worked to expand into new lines of business, at the expense of the bottom line.</p><p><blockquote>对于处于早期阶段的公司来说,市盈率的比较可能意义不大。这类公司关注的是增长而不是利润。这方面的一个例子是亚马逊公司。<a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>几十年来,该公司的市盈率一直很高,因为它一直在努力扩展到新的业务领域,但牺牲了利润。</blockquote></p><p> A high P/E ratio can reflect investors' enthusiasm for innovation and in the case of EVs, a political consensus for transforming the industry. So Nio and Tesla trade at much higher P/E ratios than the legacy auto makers.</p><p><blockquote>高市盈率可以反映投资者对创新的热情,就电动汽车而言,也可以反映行业转型的政治共识。因此,蔚来和特斯拉的市盈率远高于传统汽车制造商。</blockquote></p><p> Then again, very low P/E may show too much contempt among investors for the older manufacturers, as they use their cash flow from continuing massive sales of traditional vehicles to fund their development of EVs. Opportunities may be highlighted.</p><p><blockquote>话又说回来,非常低的市盈率可能表明投资者对老牌制造商过于蔑视,因为他们利用持续大量销售传统汽车的现金流来资助电动汽车的开发。机会可能会凸显。</blockquote></p><p> Normally a forward P/E ratio is calculated by dividing the share price by a rolling consensus estimate of earnings per share for 12 months. This isn't available for all the companies listed here, so we're using consensus estimates for net income for calendar 2022.</p><p><blockquote>通常,远期市盈率的计算方法是将股价除以12个月每股收益的滚动共识估计。这并不适用于此处列出的所有公司,因此我们使用对2022年净利润的共识估计。</blockquote></p><p> First, here are P/E ratios based on current market caps and consensus 2022 estimates among analysts polled by FactSet. The table includes the annual estimates going out to 2025, and also a P/E based on current market caps and the 2025 estimates:</p><p><blockquote>首先,以下是基于当前市值和FactSet调查的分析师对2022年普遍预期的市盈率。该表包括截至2025年的年度预测,以及基于当前市值和2025年预测的市盈率:</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/459439c822252d09b3dfb73cc5d51211\" tg-width=\"1058\" tg-height=\"743\" width=\"100%\" height=\"auto\"> Nio is expected to become profitable in 2023. Looking out to 2024, its forward P/E is lower than that of Tesla. To put the forward P/E valuations in perspective, the S&P 500 Index trades for a weighted 20.5 times consensus 2022 EPS estimates.</p><p><blockquote>蔚来预计将于2023年实现盈利。展望2024年,其远期市盈率低于特斯拉。为了正确看待未来市盈率估值,标普500指数的加权交易价格是2022年每股收益普遍预期的20.5倍。</blockquote></p><p> <b>Valuation to sales</b></p><p><blockquote><b>估值与销售额之比</b></blockquote></p><p> <table> <tbody> <tr></tr> <tr></tr> </tbody> </table> Forward price-to-sales estimates might be more useful for early-stage companies that are showing low profits or net losses. Then again, the same distortions apply: Investors love the pure-play EV makers now, and may be paying too much for them when you consider that shares of Nio have more than tripled over the past year, while Tesla's stock has risen 150%.</p><p><blockquote><table><tbody><tr></tr><tr></tr></tbody></table>对于利润较低或净亏损的早期公司来说,远期市销率估计可能更有用。话又说回来,同样的扭曲也适用:投资者现在喜欢纯电动汽车制造商,当你考虑到蔚来的股价在过去一年中上涨了两倍多,而特斯拉的股价却上涨了150%时,他们可能会为它们支付过高的价格。</blockquote></p><p> Here's a similar set of data driving price-to-sale ratios, again using current market caps (in the first table at the top of this article) and consensus full-calendar-year estimates in millions of U.S. dollars:</p><p><blockquote>以下是一组推动市销率的类似数据,再次使用当前市值(在本文顶部的第一个表格中)和以百万美元为单位的共识全年估计:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c8c0b7d002e07914e42fcdf0e624b25c\" tg-width=\"1051\" tg-height=\"668\" width=\"100%\" height=\"auto\"> For reference, the S&P 500 trades for 2.7 times its consensus 2022 sales estimate.</p><p><blockquote>作为参考,标普500的交易价格是其2022年普遍销售预期的2.7倍。</blockquote></p><p> <table> <tbody> <tr></tr> </tbody> </table> <b>Analysts' opinions</b></p><p><blockquote><table><tbody><tr></tr></tbody></table><b>分析师观点</b></blockquote></p><p> Here's a summary of opinion of the 10 auto makers among analysts polled by FactSet. For companies with primary listings outside the U.S., the local tickers are used. All share prices and targets are in local currencies:</p><p><blockquote>以下是FactSet调查的分析师对10家汽车制造商的看法摘要。对于主要在美国以外上市的公司,使用当地股票代码。所有股价和目标均以当地货币计算:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32f38063eabf2e93f73561a0454a44ac\" tg-width=\"1059\" tg-height=\"639\" width=\"100%\" height=\"auto\"> <table> <tbody> <tr></tr> </tbody> </table></p><p><blockquote><table><tbody><tr></tr></tbody></table></blockquote></p><p></p>","source":"lsy1603348471595","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>How to value Nio's stock compared to Tesla, VW, Ford and other rivals<blockquote>与特斯拉、大众、福特和其他竞争对手相比,如何评估蔚来股票的价值</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\">\nHow to value Nio's stock compared to Tesla, VW, Ford and other rivals<blockquote>与特斯拉、大众、福特和其他竞争对手相比,如何评估蔚来股票的价值</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarkeWatch</strong><span class=\"h-time small\">2021-08-15 09:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker's prospects.</p><p><blockquote>蔚来可能是一家相对较小的公司。但投资者看好这家中国电动汽车制造商的前景。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/459f713c5dfcf08752165d643a5f1463\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"><span>A Nio store in downtown Shanghai. (Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>上海市中心的一家蔚来店。(盖蒂图片社)</span></p></blockquote></p><p> Chinese electric-vehicle maker Nio Inc., which sells no cars in the U.S., has a market capitalization of $60.2 billion. By that measure, it is larger than Ford Motor Co., which was founded in 1903.</p><p><blockquote>中国电动汽车制造商蔚来在美国不销售汽车,其市值为602亿美元。以此衡量,它比1903年成立的福特汽车公司还要大。</blockquote></p><p> That might make sense to you as an investor -- after all, Nio is an innovative company that sells only electric vehicles. Ford is a legacy auto maker that is working to catch up and eventually make a full transition to electric vehicles. Shares of Nio have more than tripled in the past year, while Ford's have almost doubled after cratering in the previous decade.</p><p><blockquote>作为投资者,这对您来说可能是有意义的——毕竟,蔚来是一家只销售电动汽车的创新公司。福特是一家传统汽车制造商,正在努力迎头赶上并最终全面过渡到电动汽车。蔚来的股价在过去一年上涨了两倍多,而福特的股价在过去十年暴跌后几乎翻了一番。</blockquote></p><p> So where does Nio <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, which reported second-quarter results after the stock market closes Wednesday, fit in an investment thesis? Below are screens showing how its stock valuation compares to vehicle production, and how that valuation relates to projected earnings through 2025.</p><p><blockquote>那么蔚来在哪里<a href=\"https://laohu8.com/S/NIO\">$(蔚来)$</a>该公司在周三股市收盘后公布了第二季度业绩,符合投资理论吗?下面的屏幕显示了其股票估值与汽车产量的比较,以及该估值与2025年预计收益的关系。</blockquote></p><p> <b>Doubling car production</b></p><p><blockquote><b>汽车产量翻倍</b></blockquote></p><p> For the second quarter, Nio delivered 21,896 vehicles for a 112% increase from a year earlier. The growth is impressive, but the total number of vehicles sold is still relatively small.</p><p><blockquote>第二季度,蔚来交付了21,896辆汽车,同比增长112%。增长令人印象深刻,但销售的车辆总数仍然相对较少。</blockquote></p><p> Here's a look at the 10 largest auto makers by market capitalization, along with their second-quarter sales or delivery numbers (whichever was higher, if both were reported) and additional color below the table:</p><p><blockquote>以下是按市值计算的10家最大汽车制造商,以及它们第二季度的销售额或交付量(如果两者都报告,以较高者为准)以及表下方的附加颜色:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d9e9aed76c94544dbe44cde9f7c8bebc\" tg-width=\"931\" tg-height=\"761\" width=\"100%\" height=\"auto\"> <table> <tbody> <tr></tr> </tbody> </table> You can see that those valuations are about the future, when innovators in the EV space -- Tesla Inc. and Nio, on this list -- may (or may not) become as large as legacy players.</p><p><blockquote><table><tbody><tr></tr></tbody></table>你可以看到,这些估值是关于未来的,届时电动汽车领域的创新者——名单上的特斯拉公司和蔚来——可能(也可能不会)变得与传统企业一样大。</blockquote></p><p> For now, Ford churns out mostly internal combustion engine vehicles at nearly 35 times the rate that Nio makes EVs.</p><p><blockquote>目前,福特主要生产内燃机汽车,其速度几乎是蔚来电动汽车生产速度的35倍。</blockquote></p><p> One thing to be aware of is that the legacy auto makers don't all report their unit sales the same way. Most don't break out electric vehicle sales.</p><p><blockquote>需要注意的一件事是,传统汽车制造商并不都以相同的方式报告其销量。大多数人都没有公布电动汽车销量。</blockquote></p><p> Among those that do, definitions vary. For example, Toyota Motor Corp. (7203.TO) reported that \"electrified vehicle\" sales made up 26.6% of total auto sales during the second quarter. But that category includes:</p><p><blockquote>在那些这样做的国家中,定义各不相同。例如,丰田汽车公司(7203.TO)报告称,第二季度“电动汽车”销量占汽车总销量的26.6%。但该类别包括:</blockquote></p><p> For Toyota, BEV made up only 0.2% of second-quarter sales, while they accounted for 100% of sales for Nio and Tesla. Toyota's PHEV sales made up 1.4% of the total.</p><p><blockquote>对于丰田来说,纯电动汽车仅占第二季度销量的0.2%,而蔚来和特斯拉则占100%。丰田的PHEV销量占总销量的1.4%。</blockquote></p><p> Volkswagen AG reports electric-vehicle sales as including PHEV, which accounted for 6.7% of second-quarter sales, or BEV, which made up 4.4% of total sales. Those are impressive numbers: a combined 11.1%.</p><p><blockquote>大众汽车公司报告称,电动汽车销量包括PHEV(占第二季度销量的6.7%)和BEV(占总销量的4.4%)。这些数字令人印象深刻:总计11.1%。</blockquote></p><p> For Bayerische Motoren Werke Aktiengesellschaft , better known as BWM Group, a second-quarter breakdown of electric-vehicle deliveries isn't yet available, but for the first half of 2021, 153,243 all-electric or plug-in hybrid vehicles were delivered, or 11.4% of total deliveries.</p><p><blockquote>对于Bayerische Motoren Werke Aktiengesellschaft(更广为人知的名称是BWM Group)来说,第二季度电动汽车交付量的细分数据尚未公布,但2021年上半年,交付了153,243辆全电动或插电式混合动力汽车,或占总交付量的11.4%。</blockquote></p><p> <b>Valuation to earnings estimates</b></p><p><blockquote><b>估值与盈利预测之比</b></blockquote></p><p> For companies at early stages, comparisons of price-to-earnings ratios may not mean very much. Such companies are focusing on growth rather than profits. An example of this has been Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, which has traded at a high P/E for decades as it has worked to expand into new lines of business, at the expense of the bottom line.</p><p><blockquote>对于处于早期阶段的公司来说,市盈率的比较可能意义不大。这类公司关注的是增长而不是利润。这方面的一个例子是亚马逊公司。<a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>几十年来,该公司的市盈率一直很高,因为它一直在努力扩展到新的业务领域,但牺牲了利润。</blockquote></p><p> A high P/E ratio can reflect investors' enthusiasm for innovation and in the case of EVs, a political consensus for transforming the industry. So Nio and Tesla trade at much higher P/E ratios than the legacy auto makers.</p><p><blockquote>高市盈率可以反映投资者对创新的热情,就电动汽车而言,也可以反映行业转型的政治共识。因此,蔚来和特斯拉的市盈率远高于传统汽车制造商。</blockquote></p><p> Then again, very low P/E may show too much contempt among investors for the older manufacturers, as they use their cash flow from continuing massive sales of traditional vehicles to fund their development of EVs. Opportunities may be highlighted.</p><p><blockquote>话又说回来,非常低的市盈率可能表明投资者对老牌制造商过于蔑视,因为他们利用持续大量销售传统汽车的现金流来资助电动汽车的开发。机会可能会凸显。</blockquote></p><p> Normally a forward P/E ratio is calculated by dividing the share price by a rolling consensus estimate of earnings per share for 12 months. This isn't available for all the companies listed here, so we're using consensus estimates for net income for calendar 2022.</p><p><blockquote>通常,远期市盈率的计算方法是将股价除以12个月每股收益的滚动共识估计。这并不适用于此处列出的所有公司,因此我们使用对2022年净利润的共识估计。</blockquote></p><p> First, here are P/E ratios based on current market caps and consensus 2022 estimates among analysts polled by FactSet. The table includes the annual estimates going out to 2025, and also a P/E based on current market caps and the 2025 estimates:</p><p><blockquote>首先,以下是基于当前市值和FactSet调查的分析师对2022年普遍预期的市盈率。该表包括截至2025年的年度预测,以及基于当前市值和2025年预测的市盈率:</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/459439c822252d09b3dfb73cc5d51211\" tg-width=\"1058\" tg-height=\"743\" width=\"100%\" height=\"auto\"> Nio is expected to become profitable in 2023. Looking out to 2024, its forward P/E is lower than that of Tesla. To put the forward P/E valuations in perspective, the S&P 500 Index trades for a weighted 20.5 times consensus 2022 EPS estimates.</p><p><blockquote>蔚来预计将于2023年实现盈利。展望2024年,其远期市盈率低于特斯拉。为了正确看待未来市盈率估值,标普500指数的加权交易价格是2022年每股收益普遍预期的20.5倍。</blockquote></p><p> <b>Valuation to sales</b></p><p><blockquote><b>估值与销售额之比</b></blockquote></p><p> <table> <tbody> <tr></tr> <tr></tr> </tbody> </table> Forward price-to-sales estimates might be more useful for early-stage companies that are showing low profits or net losses. Then again, the same distortions apply: Investors love the pure-play EV makers now, and may be paying too much for them when you consider that shares of Nio have more than tripled over the past year, while Tesla's stock has risen 150%.</p><p><blockquote><table><tbody><tr></tr><tr></tr></tbody></table>对于利润较低或净亏损的早期公司来说,远期市销率估计可能更有用。话又说回来,同样的扭曲也适用:投资者现在喜欢纯电动汽车制造商,当你考虑到蔚来的股价在过去一年中上涨了两倍多,而特斯拉的股价却上涨了150%时,他们可能会为它们支付过高的价格。</blockquote></p><p> Here's a similar set of data driving price-to-sale ratios, again using current market caps (in the first table at the top of this article) and consensus full-calendar-year estimates in millions of U.S. dollars:</p><p><blockquote>以下是一组推动市销率的类似数据,再次使用当前市值(在本文顶部的第一个表格中)和以百万美元为单位的共识全年估计:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c8c0b7d002e07914e42fcdf0e624b25c\" tg-width=\"1051\" tg-height=\"668\" width=\"100%\" height=\"auto\"> For reference, the S&P 500 trades for 2.7 times its consensus 2022 sales estimate.</p><p><blockquote>作为参考,标普500的交易价格是其2022年普遍销售预期的2.7倍。</blockquote></p><p> <table> <tbody> <tr></tr> </tbody> </table> <b>Analysts' opinions</b></p><p><blockquote><table><tbody><tr></tr></tbody></table><b>分析师观点</b></blockquote></p><p> Here's a summary of opinion of the 10 auto makers among analysts polled by FactSet. For companies with primary listings outside the U.S., the local tickers are used. All share prices and targets are in local currencies:</p><p><blockquote>以下是FactSet调查的分析师对10家汽车制造商的看法摘要。对于主要在美国以外上市的公司,使用当地股票代码。所有股价和目标均以当地货币计算:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32f38063eabf2e93f73561a0454a44ac\" tg-width=\"1059\" tg-height=\"639\" width=\"100%\" height=\"auto\"> <table> <tbody> <tr></tr> </tbody> </table></p><p><blockquote><table><tbody><tr></tr></tbody></table></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/nio-releases-earnings-wednesday-heres-how-to-value-its-stock-compared-to-tesla-ford-and-other-rivals-11628716814?mod=mw_quote_news\">MarkeWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","F":"福特汽车","GM":"通用汽车","NIO":"蔚来","STLA":"Stellantis NV","HMC":"本田汽车"},"source_url":"https://www.marketwatch.com/story/nio-releases-earnings-wednesday-heres-how-to-value-its-stock-compared-to-tesla-ford-and-other-rivals-11628716814?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159214569","content_text":"Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker's prospects.\nA Nio store in downtown Shanghai. (Getty Images)\nChinese electric-vehicle maker Nio Inc., which sells no cars in the U.S., has a market capitalization of $60.2 billion. By that measure, it is larger than Ford Motor Co., which was founded in 1903.\nThat might make sense to you as an investor -- after all, Nio is an innovative company that sells only electric vehicles. Ford is a legacy auto maker that is working to catch up and eventually make a full transition to electric vehicles. Shares of Nio have more than tripled in the past year, while Ford's have almost doubled after cratering in the previous decade.\nSo where does Nio $(NIO)$, which reported second-quarter results after the stock market closes Wednesday, fit in an investment thesis? Below are screens showing how its stock valuation compares to vehicle production, and how that valuation relates to projected earnings through 2025.\nDoubling car production\nFor the second quarter, Nio delivered 21,896 vehicles for a 112% increase from a year earlier. The growth is impressive, but the total number of vehicles sold is still relatively small.\nHere's a look at the 10 largest auto makers by market capitalization, along with their second-quarter sales or delivery numbers (whichever was higher, if both were reported) and additional color below the table:\n\n\n\n\n\n\nYou can see that those valuations are about the future, when innovators in the EV space -- Tesla Inc. and Nio, on this list -- may (or may not) become as large as legacy players.\nFor now, Ford churns out mostly internal combustion engine vehicles at nearly 35 times the rate that Nio makes EVs.\nOne thing to be aware of is that the legacy auto makers don't all report their unit sales the same way. Most don't break out electric vehicle sales.\nAmong those that do, definitions vary. For example, Toyota Motor Corp. (7203.TO) reported that \"electrified vehicle\" sales made up 26.6% of total auto sales during the second quarter. But that category includes:\nFor Toyota, BEV made up only 0.2% of second-quarter sales, while they accounted for 100% of sales for Nio and Tesla. Toyota's PHEV sales made up 1.4% of the total.\nVolkswagen AG reports electric-vehicle sales as including PHEV, which accounted for 6.7% of second-quarter sales, or BEV, which made up 4.4% of total sales. Those are impressive numbers: a combined 11.1%.\nFor Bayerische Motoren Werke Aktiengesellschaft , better known as BWM Group, a second-quarter breakdown of electric-vehicle deliveries isn't yet available, but for the first half of 2021, 153,243 all-electric or plug-in hybrid vehicles were delivered, or 11.4% of total deliveries.\nValuation to earnings estimates\nFor companies at early stages, comparisons of price-to-earnings ratios may not mean very much. Such companies are focusing on growth rather than profits. An example of this has been Amazon.com Inc. $(AMZN)$, which has traded at a high P/E for decades as it has worked to expand into new lines of business, at the expense of the bottom line.\nA high P/E ratio can reflect investors' enthusiasm for innovation and in the case of EVs, a political consensus for transforming the industry. So Nio and Tesla trade at much higher P/E ratios than the legacy auto makers.\nThen again, very low P/E may show too much contempt among investors for the older manufacturers, as they use their cash flow from continuing massive sales of traditional vehicles to fund their development of EVs. Opportunities may be highlighted.\nNormally a forward P/E ratio is calculated by dividing the share price by a rolling consensus estimate of earnings per share for 12 months. This isn't available for all the companies listed here, so we're using consensus estimates for net income for calendar 2022.\nFirst, here are P/E ratios based on current market caps and consensus 2022 estimates among analysts polled by FactSet. The table includes the annual estimates going out to 2025, and also a P/E based on current market caps and the 2025 estimates:\n\nNio is expected to become profitable in 2023. Looking out to 2024, its forward P/E is lower than that of Tesla. To put the forward P/E valuations in perspective, the S&P 500 Index trades for a weighted 20.5 times consensus 2022 EPS estimates.\nValuation to sales\n\n\n\n\n\n\nForward price-to-sales estimates might be more useful for early-stage companies that are showing low profits or net losses. Then again, the same distortions apply: Investors love the pure-play EV makers now, and may be paying too much for them when you consider that shares of Nio have more than tripled over the past year, while Tesla's stock has risen 150%.\nHere's a similar set of data driving price-to-sale ratios, again using current market caps (in the first table at the top of this article) and consensus full-calendar-year estimates in millions of U.S. dollars:\n\nFor reference, the S&P 500 trades for 2.7 times its consensus 2022 sales estimate.\n\n\n\n\n\nAnalysts' opinions\nHere's a summary of opinion of the 10 auto makers among analysts polled by FactSet. For companies with primary listings outside the U.S., the local tickers are used. All share prices and targets are in local 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there","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891185935","isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804445798,"gmtCreate":1627976229614,"gmtModify":1633754718280,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804445798","repostId":"2156113951","repostType":4,"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804562584,"gmtCreate":1627965477048,"gmtModify":1631888768464,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YYY.SI\">$Lion-OSPL China L S$(YYY.SI)$</a>love this ipo","listText":"<a href=\"https://laohu8.com/S/YYY.SI\">$Lion-OSPL China L S$(YYY.SI)$</a>love this ipo","text":"$Lion-OSPL China L S$(YYY.SI)$love this ipo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804562584","isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":828719020,"gmtCreate":1633944761899,"gmtModify":1633944761984,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> ready for bull.? 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","text":"$Tiger Brokers(TIGR)$ ready for bull.?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/828719020","isVote":1,"tweetType":1,"viewCount":3829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":155064270,"gmtCreate":1625364516890,"gmtModify":1633941268527,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>do you think it will be green or red next week","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>do you think it will be green or red next week","text":"$NIO Inc.(NIO)$do you think it will be green or red next week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/155064270","isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803718344,"gmtCreate":1627463333788,"gmtModify":1633764762641,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> its time","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> its time","text":"$Tiger Brokers(TIGR)$ its time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/803718344","isVote":1,"tweetType":1,"viewCount":1182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810588949,"gmtCreate":1629986601181,"gmtModify":1704954212372,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/810588949","repostId":"1100464351","repostType":4,"repost":{"id":"1100464351","kind":"news","pubTimestamp":1629986331,"share":"https://www.laohu8.com/m/news/1100464351?lang=zh_CN&edition=full","pubTime":"2021-08-26 21:58","market":"us","language":"en","title":"Apple could pass chip costs into higher iPhone 13 prices<blockquote>苹果可能会将芯片成本转嫁到iPhone 13价格上涨中</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100464351","media":"Seeking Alpha","summary":"$Apple$ could raise the prices for its upcoming iPhone 13 lineup as chip manufacturing partner $Taiwan Semiconductor Manufacturing$ moves to raise its costs amid the ongoing global semiconductor shortage.DigiTimes, a publication with a strong record with news from industry sources, reports that TSMC could raise Apple's prices by 3% to 5%, costs that Apple might pass on to consumers.TSMC is reportedly raising overall prices from 10% to 20% but is offering a discount to its largest client. Apple a","content":"<p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> (NASDAQ:AAPL)could raise the prices for its upcoming iPhone 13 lineup as chip manufacturing partner <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> (NYSE:TSM)moves to raise its costs amid the ongoing global semiconductor shortage.</p><p><blockquote><a href=\"https://laohu8.com/S/AAPL\">苹果</a>(纳斯达克:AAPL)作为芯片制造合作伙伴,可能会提高即将推出的iPhone 13系列产品的价格<a href=\"https://laohu8.com/S/TSM\">台积电</a>(纽约证券交易所股票代码:TSM)在全球半导体持续短缺的情况下提高成本。</blockquote></p><p> <i>DigiTimes</i>, a publication with a strong record with news from industry sources, reports that TSMC could raise Apple's prices by 3% to 5%, costs that Apple might pass on to consumers.</p><p><blockquote><i>DigiTimes</i>该出版物拥有来自行业消息的良好记录,报道称台积电可能会将苹果的价格提高3%至5%,苹果可能会将成本转嫁给消费者。</blockquote></p><p> TSMC is reportedly raising overall prices from 10% to 20% but is offering a discount to its largest client. Apple accounts for over 20% of the foundry's total wafer revenue.</p><p><blockquote>据报道,台积电将整体价格从10%提高到20%,但向其最大客户提供折扣。苹果占该代工厂晶圆总收入的20%以上。</blockquote></p><p> The iPhone 12 lineup debuted last year with four core models, two base and two Pro edition handsets. The prices ranged from $799 for the standard iPhone 12 to $1,099 for the iPhone 12 Max with 128GB of storage.</p><p><blockquote>iPhone 12系列去年首次亮相,有四款核心机型、两款基础版和两款专业版手机。价格从标准iPhone 12的799美元到128GB存储空间的iPhone 12 Max的1099美元不等。</blockquote></p><p> Apple will unveil its newest family of handsets as early as next month and the prices will be announced at the launch event. Reports have suggested the so-called iPhone 13 lineup will include four models with the same sizes as the iPhone 12 family, faster A15 Bionic processors and larger batteries. The two Pro models are expected to feature an improved ultrawide camera lens.</p><p><blockquote>苹果最早将于下个月推出其最新的手机系列,价格将在发布会上公布。有报道称,所谓的iPhone 13系列将包括四款与iPhone 12系列尺寸相同的机型,更快的A15仿生处理器和更大的电池。这两款Pro机型预计将采用改进的超宽相机镜头。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple could pass chip costs into higher iPhone 13 prices<blockquote>苹果可能会将芯片成本转嫁到iPhone 13价格上涨中</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple could pass chip costs into higher iPhone 13 prices<blockquote>苹果可能会将芯片成本转嫁到iPhone 13价格上涨中</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-08-26 21:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> (NASDAQ:AAPL)could raise the prices for its upcoming iPhone 13 lineup as chip manufacturing partner <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> (NYSE:TSM)moves to raise its costs amid the ongoing global semiconductor shortage.</p><p><blockquote><a href=\"https://laohu8.com/S/AAPL\">苹果</a>(纳斯达克:AAPL)作为芯片制造合作伙伴,可能会提高即将推出的iPhone 13系列产品的价格<a href=\"https://laohu8.com/S/TSM\">台积电</a>(纽约证券交易所股票代码:TSM)在全球半导体持续短缺的情况下提高成本。</blockquote></p><p> <i>DigiTimes</i>, a publication with a strong record with news from industry sources, reports that TSMC could raise Apple's prices by 3% to 5%, costs that Apple might pass on to consumers.</p><p><blockquote><i>DigiTimes</i>该出版物拥有来自行业消息的良好记录,报道称台积电可能会将苹果的价格提高3%至5%,苹果可能会将成本转嫁给消费者。</blockquote></p><p> TSMC is reportedly raising overall prices from 10% to 20% but is offering a discount to its largest client. Apple accounts for over 20% of the foundry's total wafer revenue.</p><p><blockquote>据报道,台积电将整体价格从10%提高到20%,但向其最大客户提供折扣。苹果占该代工厂晶圆总收入的20%以上。</blockquote></p><p> The iPhone 12 lineup debuted last year with four core models, two base and two Pro edition handsets. The prices ranged from $799 for the standard iPhone 12 to $1,099 for the iPhone 12 Max with 128GB of storage.</p><p><blockquote>iPhone 12系列去年首次亮相,有四款核心机型、两款基础版和两款专业版手机。价格从标准iPhone 12的799美元到128GB存储空间的iPhone 12 Max的1099美元不等。</blockquote></p><p> Apple will unveil its newest family of handsets as early as next month and the prices will be announced at the launch event. Reports have suggested the so-called iPhone 13 lineup will include four models with the same sizes as the iPhone 12 family, faster A15 Bionic processors and larger batteries. The two Pro models are expected to feature an improved ultrawide camera lens.</p><p><blockquote>苹果最早将于下个月推出其最新的手机系列,价格将在发布会上公布。有报道称,所谓的iPhone 13系列将包括四款与iPhone 12系列尺寸相同的机型,更快的A15仿生处理器和更大的电池。这两款Pro机型预计将采用改进的超宽相机镜头。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3734458-apple-could-pass-chip-costs-into-higher-iphone-13-prices\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3734458-apple-could-pass-chip-costs-into-higher-iphone-13-prices","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100464351","content_text":"Apple (NASDAQ:AAPL)could raise the prices for its upcoming iPhone 13 lineup as chip manufacturing partner Taiwan Semiconductor Manufacturing (NYSE:TSM)moves to raise its costs amid the ongoing global semiconductor shortage.\nDigiTimes, a publication with a strong record with news from industry sources, reports that TSMC could raise Apple's prices by 3% to 5%, costs that Apple might pass on to consumers.\nTSMC is reportedly raising overall prices from 10% to 20% but is offering a discount to its largest client. Apple accounts for over 20% of the foundry's total wafer revenue.\nThe iPhone 12 lineup debuted last year with four core models, two base and two Pro edition handsets. The prices ranged from $799 for the standard iPhone 12 to $1,099 for the iPhone 12 Max with 128GB of storage.\nApple will unveil its newest family of handsets as early as next month and the prices will be announced at the launch event. Reports have suggested the so-called iPhone 13 lineup will include four models with the same sizes as the iPhone 12 family, faster A15 Bionic processors and larger batteries. The two Pro models are expected to feature an improved ultrawide camera lens.","news_type":1,"symbols_score_info":{"AAPL":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":2588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808752507,"gmtCreate":1627612239109,"gmtModify":1633757770093,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808752507","repostId":"1136493836","repostType":4,"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176433941,"gmtCreate":1626911515083,"gmtModify":1633769905051,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> pls maintain","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> pls maintain","text":"$Tiger Brokers(TIGR)$ pls maintain","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/176433941","isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179726110,"gmtCreate":1626579036330,"gmtModify":1633925717768,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> have you reached bottom? 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","text":"$Tiger Brokers(TIGR)$green?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/145967399","isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161941812,"gmtCreate":1623902569336,"gmtModify":1634026092199,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> i think it will be bullish today","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> i think it will be bullish today","text":"$Tiger Brokers(TIGR)$ i think it will be bullish today","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161941812","isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837376447,"gmtCreate":1629860377989,"gmtModify":1631891804716,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/837376447","repostId":"2162087564","repostType":4,"isVote":1,"tweetType":1,"viewCount":1154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172466582,"gmtCreate":1626975167446,"gmtModify":1633769158943,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/172466582","repostId":"2153671844","repostType":4,"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124459221,"gmtCreate":1624783873663,"gmtModify":1633948642304,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"Nio","listText":"Nio","text":"Nio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/124459221","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","kind":"news","pubTimestamp":1624754401,"share":"https://www.laohu8.com/m/news/1137119316?lang=zh_CN&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来?最终判决</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford launching a major offensive in the market for electric vehicles, Chinese EV maker NIO will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>I am comparing Ford against NIO in different categories.</li> <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li> <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在加深对福特和蔚来增长潜力的了解,同时突出市场地位和机会的差异。</li><li>蔚来的增长速度比福特快得多,高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock来自Getty Images</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特(F)在电动汽车市场发起重大攻势,中国电动汽车制造商蔚来(蔚来)未来将面临多一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值,哪家汽车制造商提供了最好的交易?我将在每个类别中比较福特和蔚来,并在最后做出最终裁决。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特vs蔚来:全球电动车市场争夺战升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别,但两家公司将在快速增长的全球电动汽车市场上展开正面交锋。福特的车队尚未专注于电动汽车,但这种情况将会改变:感觉到电动汽车竞赛正在升温,福特表示正在加速其电气化计划,到2025年投资300B美元用于电动汽车制造能力。福特之前的资本计划要求对零排放汽车投资220亿美元。福特还设定了一个雄心勃勃的销售目标:未来十年内其全球销量的40%将是电动汽车,皮卡销量的33%将是电动汽车。如今,电动汽车销量仅占福特销量的1%。随着福特逐步淘汰内燃机,它将在2040年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年,全球电动汽车销量为320万辆,市场份额仅为4.2%。然而,2020年,中国购买了全球41%的电动汽车。中国买家去年购买了130万辆电动汽车,随着北京寻求提高电动汽车的采用率,销量将快速增长。电动汽车的第二大市场是欧洲,占全球电动汽车销量的42%。美国只是世界上插电式电动汽车的第三大市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:维基百科)</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>迄今为止,中国是世界上增长最快的电动汽车市场,尽管欧洲正在迅速赶上,部分原因是立法努力增加零排放乘用车的采用,以及对全欧洲充电站网络的大量投资。蔚来即将进入欧洲市场,以期在竞争准备就绪之前扩大在全球第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>北京是蔚来汽车行业电气化背后的驱动力:政府希望到2025年电动汽车在新车销售中的份额达到20%,这将推动电动汽车在国内市场的渗透率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:施罗德)</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策,这些市场有望出现全球最快的销售增长和最高的电动汽车采用率。由于人口规模,中国不仅是最大的市场,而且预计到2030年,中国的电动汽车销量将超过世界上所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:麦肯锡)</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长以及更有利的监管框架,因此中国的赢家将是:蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有一个世纪的制造经验。但到目前为止,福特的产品线中只有一款全电动汽车可以与蔚来相媲美:野马Mach-E SUV。2022年,福特将开始销售全电动F-150 Lightening,该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录,包括5座ES6 SUV、5座轿跑SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来仅专注于生产电动汽车,并且占据了非常小且明确的利基市场,因此这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验,可以利用全球制造基地以比任何利基电动汽车制造商所希望的更快的速度提高电动汽车产量。这使得福特不仅在美国成为特斯拉(TSLA)的有力竞争对手,而且在国外也成为蔚来的有力竞争对手。福特正在加速其电气化计划,它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议在其车队电气化上投入300B美元,这将加速其转型,并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>赢家:福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化和BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在一个竞争只会随着时间的推移而变得更加激烈的市场中的重要性,这就是为什么两家公司都在一个可以打破或巩固电动汽车市场主导地位的相关领域:电池技术。</blockquote></p><p> Ford is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司SK Innovation组建一家合资企业,以确保牵引电池单元和阵列模块的供应。该合资企业旨在加速电池交付,每年将生产约60 GWh,足以满足福特到2030年预计年度能源需求的25%。蔚来也在投资电池技术,并成立了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特的不同之处在于,蔚来的电池投资策略围绕电池订阅模式,也称为“电池即服务”,这为这家中国汽车制造商创造了强大的长期收入机会。在这种“BaaS”模式下,购买蔚来电动汽车的用户可以获得7万元人民币的初始折扣,相当于1.08万美元,并且可以签约包月租用可充电的70 kWh电池。然后可以在蔚来的一个电池交换站更换电池,该站遍布中国大多数大城市。电池订阅费用为每月980元人民币,相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处:由于预付折扣,从蔚来购买电动汽车变得更加实惠,订阅模式确保用户受益于电池技术的进步和更好的性能随着时间的推移。将电池成本与汽车价格脱钩为蔚来创造了一个全新的订阅收入来源。“BaaS”订阅的收入可用于增加蔚来充电/更换站网络的密度。电池订阅模式还将客户与蔚来绑定在一起,有可能增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>福特和蔚来准备从电动汽车电池成本下降中受益,因为它们增加了资本配置。随着越来越多的投资流入开发更高效的电池,性能将会提高,成本将会下降,这将推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车与内燃机乘用车相比更具竞争力。但由于蔚来明确围绕电池订阅构建其商业模式的一部分,蔚来可能比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德(Schroders)提供的信息,自2014年以来,电动汽车的电池成本已下降70%,并且在本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:施罗德)</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS”模式非常天才,从长远来看,它可能会发展成为蔚来每年5亿美元的收入机会。尽管福特正在加大对电池技术的投资,但这一类别的赢家是:蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特5月份销量同比增长4.1%,但电动汽车销量(包括混合动力汽车)同比飙升184%,福特5月份售出创纪录的10,364辆电动汽车/混合动力汽车。Escape electrified销量和Explorer Hybrid销量同比增长125%和132%,显示出强劲的客户接受度。蔚来上个月交付了6,711辆汽车,其中包括3,017辆ES6、1,412辆ES8和2,282辆EC6。5月份总交付量同比增长率为95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销售额是蔚来的54倍,这为蔚来创造了更多的销售增长和价值重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来的估值差异就像白天和黑夜的区别。这是因为尽管电动汽车类别出现爆炸性增长,但福特仍被视为一家成熟的汽车制造商,预计企业销量将实现中低位数增长。预计到2025财年(基准年:2020财年),福特的收入将增长33%,蔚来的收入将增长808%!</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于这些销量增长的差异,蔚来与福特完全相反,至少就估值而言。这家中国电动汽车制造商预计今年的销量和交付量将增长接近100%,由于蔚来只经营电动汽车,蔚来的市值与销售额比率远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:作者)</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来风险更大……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业,但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。蔚来的全球总销量增长潜力更大,因为与福特相比,它的收入基础较小。但也有一些事情对蔚来不利。例如,对于蔚来来说,由于生产缺陷而导致的召回将是一个比福特更大的挑战,福特可以依赖全球服务和分销网络。蔚来的估值也并非没有风险,因为生产受挫导致销售增长意外放缓将对财务状况造成更大的影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>终审判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更“性感”的汽车制造商。中欧的强劲采用和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩,这是天才之举。你为这种增长付出了高昂的代价,但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展,随着汽车制造商对其车队进行电气化,电动汽车销量的比例将会增加。福特在电动汽车市场潜力巨大,但由于电动汽车销量占总销量的比例仍然相对较低,福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力,请购买蔚来。如果您相信全球电动汽车市场的潜力并且不喜欢太多风险,请购买福特。</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>Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来?最终判决</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\">\nFord Or NIO? The Final Verdict<blockquote>福特还是蔚来?最终判决</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-27 08:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>I am comparing Ford against NIO in different categories.</li> <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li> <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在加深对福特和蔚来增长潜力的了解,同时突出市场地位和机会的差异。</li><li>蔚来的增长速度比福特快得多,高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock来自Getty Images</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特(F)在电动汽车市场发起重大攻势,中国电动汽车制造商蔚来(蔚来)未来将面临多一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值,哪家汽车制造商提供了最好的交易?我将在每个类别中比较福特和蔚来,并在最后做出最终裁决。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特vs蔚来:全球电动车市场争夺战升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别,但两家公司将在快速增长的全球电动汽车市场上展开正面交锋。福特的车队尚未专注于电动汽车,但这种情况将会改变:感觉到电动汽车竞赛正在升温,福特表示正在加速其电气化计划,到2025年投资300B美元用于电动汽车制造能力。福特之前的资本计划要求对零排放汽车投资220亿美元。福特还设定了一个雄心勃勃的销售目标:未来十年内其全球销量的40%将是电动汽车,皮卡销量的33%将是电动汽车。如今,电动汽车销量仅占福特销量的1%。随着福特逐步淘汰内燃机,它将在2040年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年,全球电动汽车销量为320万辆,市场份额仅为4.2%。然而,2020年,中国购买了全球41%的电动汽车。中国买家去年购买了130万辆电动汽车,随着北京寻求提高电动汽车的采用率,销量将快速增长。电动汽车的第二大市场是欧洲,占全球电动汽车销量的42%。美国只是世界上插电式电动汽车的第三大市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:维基百科)</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>迄今为止,中国是世界上增长最快的电动汽车市场,尽管欧洲正在迅速赶上,部分原因是立法努力增加零排放乘用车的采用,以及对全欧洲充电站网络的大量投资。蔚来即将进入欧洲市场,以期在竞争准备就绪之前扩大在全球第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>北京是蔚来汽车行业电气化背后的驱动力:政府希望到2025年电动汽车在新车销售中的份额达到20%,这将推动电动汽车在国内市场的渗透率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:施罗德)</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策,这些市场有望出现全球最快的销售增长和最高的电动汽车采用率。由于人口规模,中国不仅是最大的市场,而且预计到2030年,中国的电动汽车销量将超过世界上所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:麦肯锡)</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长以及更有利的监管框架,因此中国的赢家将是:蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有一个世纪的制造经验。但到目前为止,福特的产品线中只有一款全电动汽车可以与蔚来相媲美:野马Mach-E SUV。2022年,福特将开始销售全电动F-150 Lightening,该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录,包括5座ES6 SUV、5座轿跑SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来仅专注于生产电动汽车,并且占据了非常小且明确的利基市场,因此这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验,可以利用全球制造基地以比任何利基电动汽车制造商所希望的更快的速度提高电动汽车产量。这使得福特不仅在美国成为特斯拉(TSLA)的有力竞争对手,而且在国外也成为蔚来的有力竞争对手。福特正在加速其电气化计划,它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议在其车队电气化上投入300B美元,这将加速其转型,并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>赢家:福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化和BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在一个竞争只会随着时间的推移而变得更加激烈的市场中的重要性,这就是为什么两家公司都在一个可以打破或巩固电动汽车市场主导地位的相关领域:电池技术。</blockquote></p><p> Ford is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司SK Innovation组建一家合资企业,以确保牵引电池单元和阵列模块的供应。该合资企业旨在加速电池交付,每年将生产约60 GWh,足以满足福特到2030年预计年度能源需求的25%。蔚来也在投资电池技术,并成立了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特的不同之处在于,蔚来的电池投资策略围绕电池订阅模式,也称为“电池即服务”,这为这家中国汽车制造商创造了强大的长期收入机会。在这种“BaaS”模式下,购买蔚来电动汽车的用户可以获得7万元人民币的初始折扣,相当于1.08万美元,并且可以签约包月租用可充电的70 kWh电池。然后可以在蔚来的一个电池交换站更换电池,该站遍布中国大多数大城市。电池订阅费用为每月980元人民币,相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处:由于预付折扣,从蔚来购买电动汽车变得更加实惠,订阅模式确保用户受益于电池技术的进步和更好的性能随着时间的推移。将电池成本与汽车价格脱钩为蔚来创造了一个全新的订阅收入来源。“BaaS”订阅的收入可用于增加蔚来充电/更换站网络的密度。电池订阅模式还将客户与蔚来绑定在一起,有可能增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>福特和蔚来准备从电动汽车电池成本下降中受益,因为它们增加了资本配置。随着越来越多的投资流入开发更高效的电池,性能将会提高,成本将会下降,这将推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车与内燃机乘用车相比更具竞争力。但由于蔚来明确围绕电池订阅构建其商业模式的一部分,蔚来可能比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德(Schroders)提供的信息,自2014年以来,电动汽车的电池成本已下降70%,并且在本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:施罗德)</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS”模式非常天才,从长远来看,它可能会发展成为蔚来每年5亿美元的收入机会。尽管福特正在加大对电池技术的投资,但这一类别的赢家是:蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特5月份销量同比增长4.1%,但电动汽车销量(包括混合动力汽车)同比飙升184%,福特5月份售出创纪录的10,364辆电动汽车/混合动力汽车。Escape electrified销量和Explorer Hybrid销量同比增长125%和132%,显示出强劲的客户接受度。蔚来上个月交付了6,711辆汽车,其中包括3,017辆ES6、1,412辆ES8和2,282辆EC6。5月份总交付量同比增长率为95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销售额是蔚来的54倍,这为蔚来创造了更多的销售增长和价值重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来的估值差异就像白天和黑夜的区别。这是因为尽管电动汽车类别出现爆炸性增长,但福特仍被视为一家成熟的汽车制造商,预计企业销量将实现中低位数增长。预计到2025财年(基准年:2020财年),福特的收入将增长33%,蔚来的收入将增长808%!</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于这些销量增长的差异,蔚来与福特完全相反,至少就估值而言。这家中国电动汽车制造商预计今年的销量和交付量将增长接近100%,由于蔚来只经营电动汽车,蔚来的市值与销售额比率远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:作者)</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来风险更大……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业,但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。蔚来的全球总销量增长潜力更大,因为与福特相比,它的收入基础较小。但也有一些事情对蔚来不利。例如,对于蔚来来说,由于生产缺陷而导致的召回将是一个比福特更大的挑战,福特可以依赖全球服务和分销网络。蔚来的估值也并非没有风险,因为生产受挫导致销售增长意外放缓将对财务状况造成更大的影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>终审判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更“性感”的汽车制造商。中欧的强劲采用和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩,这是天才之举。你为这种增长付出了高昂的代价,但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展,随着汽车制造商对其车队进行电气化,电动汽车销量的比例将会增加。福特在电动汽车市场潜力巨大,但由于电动汽车销量占总销量的比例仍然相对较低,福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力,请购买蔚来。如果您相信全球电动汽车市场的潜力并且不喜欢太多风险,请购买福特。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">seekingalpha</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":{"F":"福特汽车","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1,"symbols_score_info":{"NIO":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160552133,"gmtCreate":1623802787422,"gmtModify":1634028024007,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> is cheap now","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> is cheap now","text":"$Tiger Brokers(TIGR)$ is cheap now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/160552133","isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832630921,"gmtCreate":1629616230263,"gmtModify":1631891804720,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832630921","repostId":"1156125276","repostType":4,"repost":{"id":"1156125276","kind":"news","pubTimestamp":1629603613,"share":"https://www.laohu8.com/m/news/1156125276?lang=zh_CN&edition=full","pubTime":"2021-08-22 11:40","market":"us","language":"en","title":"Who is Cathie Wood? What you should know Ark Invest's ace stock picker<blockquote>凯西·伍德是谁?您应该了解的Ark Invest的王牌选股者</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156125276","media":"MoneyWise","summary":"Move over, Warren Buffett. There’s a new oracle in town.\nLast year, Cathie Wood, founder of asset ma","content":"<p>Move over, Warren Buffett. There’s a new oracle in town.</p><p><blockquote>让开,沃伦·巴菲特。镇上有个新的神谕。</blockquote></p><p> Last year, Cathie Wood, founder of asset management firm Ark Invest, established herself as a master of the modern exchange-traded fund (ETF). In 2020, her flagship Ark Innovation ETF (ARKK) posted eye-watering gains of 153%, easily crushing the return of the overall stock market.</p><p><blockquote>去年,资产管理公司Ark Invest的创始人Cathie Wood确立了自己现代交易所交易基金(ETF)大师的地位。2020年,她的旗舰方舟创新ETF(ARKK)创下了153%的惊人涨幅,轻松碾压了整体股市的回报。</blockquote></p><p> Over the past five years, ARKK has averaged an annual return of greater than 40%.</p><p><blockquote>过去五年,ARKK的年均回报率超过40%。</blockquote></p><p> While ARKK and another of the company’s funds, Ark Genomic Revolution ETF (ARKG), have struggled this year, money from investors continues to pour in and CEOs like Elon Musk want to be on her podcast. You may even have Ark fundsin your portfolio.</p><p><blockquote>尽管ARKK和该公司的另一只基金Ark Genomic Revolution ETF(ARKG)今年陷入困境,但投资者的资金仍在继续涌入,埃隆·马斯克(Elon Musk)等首席执行官希望出现在她的播客上。您的投资组合中甚至可能有方舟基金。</blockquote></p><p> Despite the choppy road Wood's offerings have bumped along in the past few months, investors continue to hold on. Here's why.</p><p><blockquote>尽管过去几个月伍德的发行道路坎坷,但投资者仍在坚持。原因如下。</blockquote></p><p> <b>Just who is Cathie Wood?</b></p><p><blockquote><b>凯西·伍德到底是谁?</b></blockquote></p><p> When she founded Ark Invest in 2014, Wood had already amassed 40 years of experience researching and investing in innovation. She managed over $5 billion in assets at AllianceBernstein and over $800 million at hedge fund Tupelo Capital Management, which she also founded.</p><p><blockquote>当她在2014年创立Ark Invest时,伍德已经积累了40年的创新研究和投资经验。她在AllianceBernstein管理着超过50亿美元的资产,在她也创立的对冲基金Tupelo Capital Management管理着超过8亿美元的资产。</blockquote></p><p> Wood launched Ark as a means of packaging active stock portfolios in an ETF format.</p><p><blockquote>Wood推出Ark是为了以ETF格式包装主动股票投资组合。</blockquote></p><p> By concentrating on innovative, disruptive technologies, Arkinvests in companieswith the potential for both explosive short-term growth and long-term relevance. As the company’s CIO and portfolio manager, the final call on Ark’s investment decisions is Wood’s to make.</p><p><blockquote>通过专注于创新、颠覆性技术,ARK投资于具有爆炸性短期增长和长期相关性潜力的公司。作为公司的首席信息官和投资组合经理,Ark投资决策的最终看涨期权由伍德做出。</blockquote></p><p> Wood has received plenty of recognition for her investment performance in recent years.</p><p><blockquote>伍德近年来的投资表现得到了广泛认可。</blockquote></p><p> She was a featured speaker at the World Economic Forum (China) in 2016 and 2017. In 2018, she was selected by Bloomberg as one of the 50 people defining global business. In 2019,<i>Fortune</i>chose Wood to be one of the experts included in the publication’s annual<i>Fortune Investors Guide</i>.</p><p><blockquote>她是2016年和2017年世界经济论坛(中国)的专题演讲人。2018年,她被彭博选为定义全球商业的50人之一。2019年,<i>财富</i>选择伍德作为该出版物年度报告中的专家之一<i>财富投资者指南</i>.</blockquote></p><p> As of Aug. 11,<i>Forbes</i>estimated Wood’s net worth to be $400 million.</p><p><blockquote>截至8月11日,<i>福布斯</i>估计伍德的净资产为4亿美元。</blockquote></p><p> <b>Investment philosophy and performance</b></p><p><blockquote><b>投资理念与业绩</b></blockquote></p><p> Ark Invest describes its sole focus as “disruptive innovation,” which allows the firm toinvest in companieswhose products and services are expected to meet the needs of a planet that’s barrelling from crisis to crisis.</p><p><blockquote>Ark Invest将其唯一的关注点描述为“颠覆性创新”,这使该公司能够投资于其产品和服务有望满足不断经历危机的地球需求的公司。</blockquote></p><p> Ark’s big bet is that technology is the most effective solution to these crises and that a disruption-first ethos is a primary path to greater returns.</p><p><blockquote>Ark的大赌注是,技术是解决这些危机的最有效解决方案,而颠覆第一的精神是获得更大回报的主要途径。</blockquote></p><p> “We’re all about finding the next big thing,” reads a quote from Wood on Ark Invest’s website. “Those hewing to the benchmarks, which are backwards looking, are not about the future. They are about what has worked. We’re all about what is going to work.”</p><p><blockquote>“我们都在寻找下一件大事,”Ark Invest网站上引用伍德的话写道。“那些坚持基准的人是向后看的,不是关于未来的。它们是关于什么是有效的。我们都是关于什么是有效的。”</blockquote></p><p> And Wood’s picks are most definitely working.</p><p><blockquote>伍德的选择肯定是有效的。</blockquote></p><p> Despite the recent sluggishness that ARKK and ARKG are experiencing, both funds have crushed the market over the past five years</p><p><blockquote>尽管ARKK和ARKG最近经历了低迷,但这两只基金在过去五年中都碾压了市场</blockquote></p><p> ARKK, which includes tech heavyweights Tesla, Zoom, Coinbase, and Shopify among others, has grown by about 450% since the summer of 2016.</p><p><blockquote>ARKK包括科技巨头特斯拉、Zoom、Coinbase和Shopify等,自2016年夏季以来已增长约450%。</blockquote></p><p> Meanwhile, ARKG, which targets technologies like molecular diagnostic and genetics, and holds companies such as virtual healthcare provider Teladoc Health and Regeneron Pharmaceuticals, is up roughly 340% over the same time period.</p><p><blockquote>与此同时,瞄准分子诊断和遗传学等技术并持有虚拟医疗保健提供商Teladoc Health和再生元制药等公司的ARKG同期股价上涨了约340%。</blockquote></p><p> <b>Recent struggles providing a buying window?</b></p><p><blockquote><b>最近的挣扎提供了一个购买窗口?</b></blockquote></p><p> Investors who purchased either ARKK or ARKG in 2021 have had little to celebrate, with the ETFs posting year-to-date declines of 9% and 15%, respectively.</p><p><blockquote>2021年购买ARKK或ARKG的投资者没什么值得庆祝的,这些ETF今年迄今分别下跌了9%和15%。</blockquote></p><p> With investors changing course from growth stocks to economic recovery plays this year, many of Ark’s tech-focused plays have seen their shares decline, dragging down the value of Ark’s ETFs.</p><p><blockquote>随着今年投资者从成长型股票转向经济复苏型股票,Ark的许多以科技为重点的股票股价下跌,拖累了ARK ETF的价值。</blockquote></p><p> It’s one of the risks of the company’s relatively narrow focus.</p><p><blockquote>这是该公司关注点相对狭窄的风险之一。</blockquote></p><p> But despite the recent weakness, investors aren’t exactly losing confidence in the Ark ETFs. In fact, they’re backing Wood with even more money, suggesting they see the dip as an attractive buying opportunity.</p><p><blockquote>但尽管最近表现疲软,投资者并没有对ARK ETF失去信心。事实上,他们用更多的资金支持木材,这表明他们将下跌视为一个有吸引力的买入机会。</blockquote></p><p> For instance, ARKK has seen nearly $5.9 billion in inflows this year, bringing its total assets under management to a whopping $22.6 billion.</p><p><blockquote>例如,ARKK今年的资金流入近59亿美元,使其管理的总资产达到226亿美元。</blockquote></p><p> <b>ETFs and beyond</b></p><p><blockquote><b>ETF及其他</b></blockquote></p><p> Purchasing Ark ETFs is easier than you think. And now might be an ideal time to do it.</p><p><blockquote>购买ARK ETF比您想象的要容易。现在可能是做这件事的理想时机。</blockquote></p><p> You can get started witha popular investing app, which offers not only ETFs, but also fractional shares. Another app allows you to build a diversified portfolio with little more than the“spare change” left over from your everyday purchases.</p><p><blockquote>你可以从一个流行的投资应用程序开始,它不仅提供ETF,还提供零碎股票。另一个应用程序允许你用日常购物剩下的“零钱”建立一个多元化的投资组合。</blockquote></p><p> With a little help from theright platform, you can invest alongside Cathie Wood and, hopefully, profit massively from her next set of big ideas.</p><p><blockquote>在theright platform的一点帮助下,你可以和Cathie Wood一起投资,并有望从她的下一组大创意中获得巨大利润。</blockquote></p><p></p>","source":"lsy1621813427262","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>Who is Cathie Wood? What you should know Ark Invest's ace stock picker<blockquote>凯西·伍德是谁?您应该了解的Ark Invest的王牌选股者</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWho is Cathie Wood? What you should know Ark Invest's ace stock picker<blockquote>凯西·伍德是谁?您应该了解的Ark Invest的王牌选股者</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MoneyWise</strong><span class=\"h-time small\">2021-08-22 11:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Move over, Warren Buffett. There’s a new oracle in town.</p><p><blockquote>让开,沃伦·巴菲特。镇上有个新的神谕。</blockquote></p><p> Last year, Cathie Wood, founder of asset management firm Ark Invest, established herself as a master of the modern exchange-traded fund (ETF). In 2020, her flagship Ark Innovation ETF (ARKK) posted eye-watering gains of 153%, easily crushing the return of the overall stock market.</p><p><blockquote>去年,资产管理公司Ark Invest的创始人Cathie Wood确立了自己现代交易所交易基金(ETF)大师的地位。2020年,她的旗舰方舟创新ETF(ARKK)创下了153%的惊人涨幅,轻松碾压了整体股市的回报。</blockquote></p><p> Over the past five years, ARKK has averaged an annual return of greater than 40%.</p><p><blockquote>过去五年,ARKK的年均回报率超过40%。</blockquote></p><p> While ARKK and another of the company’s funds, Ark Genomic Revolution ETF (ARKG), have struggled this year, money from investors continues to pour in and CEOs like Elon Musk want to be on her podcast. You may even have Ark fundsin your portfolio.</p><p><blockquote>尽管ARKK和该公司的另一只基金Ark Genomic Revolution ETF(ARKG)今年陷入困境,但投资者的资金仍在继续涌入,埃隆·马斯克(Elon Musk)等首席执行官希望出现在她的播客上。您的投资组合中甚至可能有方舟基金。</blockquote></p><p> Despite the choppy road Wood's offerings have bumped along in the past few months, investors continue to hold on. Here's why.</p><p><blockquote>尽管过去几个月伍德的发行道路坎坷,但投资者仍在坚持。原因如下。</blockquote></p><p> <b>Just who is Cathie Wood?</b></p><p><blockquote><b>凯西·伍德到底是谁?</b></blockquote></p><p> When she founded Ark Invest in 2014, Wood had already amassed 40 years of experience researching and investing in innovation. She managed over $5 billion in assets at AllianceBernstein and over $800 million at hedge fund Tupelo Capital Management, which she also founded.</p><p><blockquote>当她在2014年创立Ark Invest时,伍德已经积累了40年的创新研究和投资经验。她在AllianceBernstein管理着超过50亿美元的资产,在她也创立的对冲基金Tupelo Capital Management管理着超过8亿美元的资产。</blockquote></p><p> Wood launched Ark as a means of packaging active stock portfolios in an ETF format.</p><p><blockquote>Wood推出Ark是为了以ETF格式包装主动股票投资组合。</blockquote></p><p> By concentrating on innovative, disruptive technologies, Arkinvests in companieswith the potential for both explosive short-term growth and long-term relevance. As the company’s CIO and portfolio manager, the final call on Ark’s investment decisions is Wood’s to make.</p><p><blockquote>通过专注于创新、颠覆性技术,ARK投资于具有爆炸性短期增长和长期相关性潜力的公司。作为公司的首席信息官和投资组合经理,Ark投资决策的最终看涨期权由伍德做出。</blockquote></p><p> Wood has received plenty of recognition for her investment performance in recent years.</p><p><blockquote>伍德近年来的投资表现得到了广泛认可。</blockquote></p><p> She was a featured speaker at the World Economic Forum (China) in 2016 and 2017. In 2018, she was selected by Bloomberg as one of the 50 people defining global business. In 2019,<i>Fortune</i>chose Wood to be one of the experts included in the publication’s annual<i>Fortune Investors Guide</i>.</p><p><blockquote>她是2016年和2017年世界经济论坛(中国)的专题演讲人。2018年,她被彭博选为定义全球商业的50人之一。2019年,<i>财富</i>选择伍德作为该出版物年度报告中的专家之一<i>财富投资者指南</i>.</blockquote></p><p> As of Aug. 11,<i>Forbes</i>estimated Wood’s net worth to be $400 million.</p><p><blockquote>截至8月11日,<i>福布斯</i>估计伍德的净资产为4亿美元。</blockquote></p><p> <b>Investment philosophy and performance</b></p><p><blockquote><b>投资理念与业绩</b></blockquote></p><p> Ark Invest describes its sole focus as “disruptive innovation,” which allows the firm toinvest in companieswhose products and services are expected to meet the needs of a planet that’s barrelling from crisis to crisis.</p><p><blockquote>Ark Invest将其唯一的关注点描述为“颠覆性创新”,这使该公司能够投资于其产品和服务有望满足不断经历危机的地球需求的公司。</blockquote></p><p> Ark’s big bet is that technology is the most effective solution to these crises and that a disruption-first ethos is a primary path to greater returns.</p><p><blockquote>Ark的大赌注是,技术是解决这些危机的最有效解决方案,而颠覆第一的精神是获得更大回报的主要途径。</blockquote></p><p> “We’re all about finding the next big thing,” reads a quote from Wood on Ark Invest’s website. “Those hewing to the benchmarks, which are backwards looking, are not about the future. They are about what has worked. We’re all about what is going to work.”</p><p><blockquote>“我们都在寻找下一件大事,”Ark Invest网站上引用伍德的话写道。“那些坚持基准的人是向后看的,不是关于未来的。它们是关于什么是有效的。我们都是关于什么是有效的。”</blockquote></p><p> And Wood’s picks are most definitely working.</p><p><blockquote>伍德的选择肯定是有效的。</blockquote></p><p> Despite the recent sluggishness that ARKK and ARKG are experiencing, both funds have crushed the market over the past five years</p><p><blockquote>尽管ARKK和ARKG最近经历了低迷,但这两只基金在过去五年中都碾压了市场</blockquote></p><p> ARKK, which includes tech heavyweights Tesla, Zoom, Coinbase, and Shopify among others, has grown by about 450% since the summer of 2016.</p><p><blockquote>ARKK包括科技巨头特斯拉、Zoom、Coinbase和Shopify等,自2016年夏季以来已增长约450%。</blockquote></p><p> Meanwhile, ARKG, which targets technologies like molecular diagnostic and genetics, and holds companies such as virtual healthcare provider Teladoc Health and Regeneron Pharmaceuticals, is up roughly 340% over the same time period.</p><p><blockquote>与此同时,瞄准分子诊断和遗传学等技术并持有虚拟医疗保健提供商Teladoc Health和再生元制药等公司的ARKG同期股价上涨了约340%。</blockquote></p><p> <b>Recent struggles providing a buying window?</b></p><p><blockquote><b>最近的挣扎提供了一个购买窗口?</b></blockquote></p><p> Investors who purchased either ARKK or ARKG in 2021 have had little to celebrate, with the ETFs posting year-to-date declines of 9% and 15%, respectively.</p><p><blockquote>2021年购买ARKK或ARKG的投资者没什么值得庆祝的,这些ETF今年迄今分别下跌了9%和15%。</blockquote></p><p> With investors changing course from growth stocks to economic recovery plays this year, many of Ark’s tech-focused plays have seen their shares decline, dragging down the value of Ark’s ETFs.</p><p><blockquote>随着今年投资者从成长型股票转向经济复苏型股票,Ark的许多以科技为重点的股票股价下跌,拖累了ARK ETF的价值。</blockquote></p><p> It’s one of the risks of the company’s relatively narrow focus.</p><p><blockquote>这是该公司关注点相对狭窄的风险之一。</blockquote></p><p> But despite the recent weakness, investors aren’t exactly losing confidence in the Ark ETFs. In fact, they’re backing Wood with even more money, suggesting they see the dip as an attractive buying opportunity.</p><p><blockquote>但尽管最近表现疲软,投资者并没有对ARK ETF失去信心。事实上,他们用更多的资金支持木材,这表明他们将下跌视为一个有吸引力的买入机会。</blockquote></p><p> For instance, ARKK has seen nearly $5.9 billion in inflows this year, bringing its total assets under management to a whopping $22.6 billion.</p><p><blockquote>例如,ARKK今年的资金流入近59亿美元,使其管理的总资产达到226亿美元。</blockquote></p><p> <b>ETFs and beyond</b></p><p><blockquote><b>ETF及其他</b></blockquote></p><p> Purchasing Ark ETFs is easier than you think. And now might be an ideal time to do it.</p><p><blockquote>购买ARK ETF比您想象的要容易。现在可能是做这件事的理想时机。</blockquote></p><p> You can get started witha popular investing app, which offers not only ETFs, but also fractional shares. Another app allows you to build a diversified portfolio with little more than the“spare change” left over from your everyday purchases.</p><p><blockquote>你可以从一个流行的投资应用程序开始,它不仅提供ETF,还提供零碎股票。另一个应用程序允许你用日常购物剩下的“零钱”建立一个多元化的投资组合。</blockquote></p><p> With a little help from theright platform, you can invest alongside Cathie Wood and, hopefully, profit massively from her next set of big ideas.</p><p><blockquote>在theright platform的一点帮助下,你可以和Cathie Wood一起投资,并有望从她的下一组大创意中获得巨大利润。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/cathie-wood-know-ark-invests-221500163.html\">MoneyWise</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://finance.yahoo.com/news/cathie-wood-know-ark-invests-221500163.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156125276","content_text":"Move over, Warren Buffett. There’s a new oracle in town.\nLast year, Cathie Wood, founder of asset management firm Ark Invest, established herself as a master of the modern exchange-traded fund (ETF). In 2020, her flagship Ark Innovation ETF (ARKK) posted eye-watering gains of 153%, easily crushing the return of the overall stock market.\nOver the past five years, ARKK has averaged an annual return of greater than 40%.\nWhile ARKK and another of the company’s funds, Ark Genomic Revolution ETF (ARKG), have struggled this year, money from investors continues to pour in and CEOs like Elon Musk want to be on her podcast. You may even have Ark fundsin your portfolio.\nDespite the choppy road Wood's offerings have bumped along in the past few months, investors continue to hold on. Here's why.\nJust who is Cathie Wood?\nWhen she founded Ark Invest in 2014, Wood had already amassed 40 years of experience researching and investing in innovation. She managed over $5 billion in assets at AllianceBernstein and over $800 million at hedge fund Tupelo Capital Management, which she also founded.\nWood launched Ark as a means of packaging active stock portfolios in an ETF format.\nBy concentrating on innovative, disruptive technologies, Arkinvests in companieswith the potential for both explosive short-term growth and long-term relevance. As the company’s CIO and portfolio manager, the final call on Ark’s investment decisions is Wood’s to make.\nWood has received plenty of recognition for her investment performance in recent years.\nShe was a featured speaker at the World Economic Forum (China) in 2016 and 2017. In 2018, she was selected by Bloomberg as one of the 50 people defining global business. In 2019,Fortunechose Wood to be one of the experts included in the publication’s annualFortune Investors Guide.\nAs of Aug. 11,Forbesestimated Wood’s net worth to be $400 million.\nInvestment philosophy and performance\nArk Invest describes its sole focus as “disruptive innovation,” which allows the firm toinvest in companieswhose products and services are expected to meet the needs of a planet that’s barrelling from crisis to crisis.\nArk’s big bet is that technology is the most effective solution to these crises and that a disruption-first ethos is a primary path to greater returns.\n“We’re all about finding the next big thing,” reads a quote from Wood on Ark Invest’s website. “Those hewing to the benchmarks, which are backwards looking, are not about the future. They are about what has worked. We’re all about what is going to work.”\nAnd Wood’s picks are most definitely working.\nDespite the recent sluggishness that ARKK and ARKG are experiencing, both funds have crushed the market over the past five years\nARKK, which includes tech heavyweights Tesla, Zoom, Coinbase, and Shopify among others, has grown by about 450% since the summer of 2016.\nMeanwhile, ARKG, which targets technologies like molecular diagnostic and genetics, and holds companies such as virtual healthcare provider Teladoc Health and Regeneron Pharmaceuticals, is up roughly 340% over the same time period.\nRecent struggles providing a buying window?\nInvestors who purchased either ARKK or ARKG in 2021 have had little to celebrate, with the ETFs posting year-to-date declines of 9% and 15%, respectively.\nWith investors changing course from growth stocks to economic recovery plays this year, many of Ark’s tech-focused plays have seen their shares decline, dragging down the value of Ark’s ETFs.\nIt’s one of the risks of the company’s relatively narrow focus.\nBut despite the recent weakness, investors aren’t exactly losing confidence in the Ark ETFs. In fact, they’re backing Wood with even more money, suggesting they see the dip as an attractive buying opportunity.\nFor instance, ARKK has seen nearly $5.9 billion in inflows this year, bringing its total assets under management to a whopping $22.6 billion.\nETFs and beyond\nPurchasing Ark ETFs is easier than you think. And now might be an ideal time to do it.\nYou can get started witha popular investing app, which offers not only ETFs, but also fractional shares. Another app allows you to build a diversified portfolio with little more than the“spare change” left over from your everyday purchases.\nWith a little help from theright platform, you can invest alongside Cathie Wood and, hopefully, profit massively from her next set of big ideas.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804445798,"gmtCreate":1627976229614,"gmtModify":1633754718280,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804445798","repostId":"2156113951","repostType":4,"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149828861,"gmtCreate":1625715900853,"gmtModify":1633938052639,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a> brace for rebound soon","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a> brace for rebound soon","text":"$NIO Inc.(NIO)$ brace for rebound soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/149828861","isVote":1,"tweetType":1,"viewCount":2318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187512230,"gmtCreate":1623758675620,"gmtModify":1634028884379,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a> xpeng rocks ","listText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a> xpeng rocks ","text":"$XPeng Inc.(XPEV)$ xpeng rocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/187512230","isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165515748,"gmtCreate":1624151257284,"gmtModify":1634010291319,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>still losing ","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>still losing ","text":"$Tiger Brokers(TIGR)$still losing","images":[{"img":"https://static.tigerbbs.com/9a282d1f1447fd2583aa967fa15e3ffa","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/165515748","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":166212949,"gmtCreate":1624011413681,"gmtModify":1631888732228,"author":{"id":"3582752520574141","authorId":"3582752520574141","name":"根本英俊Nickei","avatar":"https://static.tigerbbs.com/daae2c637189d7a6855d0b10000c6d66","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582752520574141","idStr":"3582752520574141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RCON\">$Recon Technology(RCON)$</a>again.. Keep dropping ","listText":"<a href=\"https://laohu8.com/S/RCON\">$Recon Technology(RCON)$</a>again.. Keep dropping ","text":"$Recon Technology(RCON)$again.. 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