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2021-12-29

‌[财迷] ‌

Pop Culture Group Stock Jumped 22% in Premarket Trading

2021-12-29

‌[财迷] ‌

抱歉，原内容已删除

2021-12-23

‌[得意] ‌

Why Nio Shares Dropped Again Today

2021-12-10

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Palantir Stock May Be Down, But It’s Definitely Not Out

2021-11-18

[微笑]

NIO Stock Forecast: What To Watch For In 2022

2021-11-11

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抱歉，原内容已删除

2021-11-02

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抱歉，原内容已删除

2021-10-27

[白眼]

Twitter shares fell more than 7% in morning trading

2021-10-01

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抱歉，原内容已删除

2021-08-17

[流泪]

China Tech Stocks Slump as Nation Issues Draft Competition Rules

2021-08-11

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抱歉，原内容已删除

2021-07-23

[流泪]

【异动】热门中概股普跌，贝壳跌超23%

2021-06-27

NIO [强]

Ford Or NIO? The Final Verdict

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href=\"\">[财迷]&nbsp;</a>‌","listText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","text":"‌[财迷] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692036348","repostId":"1163674351","repostType":2,"repost":{"id":"1163674351","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640769761,"share":"https://www.laohu8.com/m/news/1163674351?lang=&edition=full","pubTime":"2021-12-29 17:22","market":"us","language":"en","title":"Pop Culture Group Stock Jumped 22% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1163674351","media":"Tiger Newspress","summary":"Pop Culture Group stock jumped 22% in premarket trading.The stock soared nearly 36% 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPop Culture Group Stock Jumped 22% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-29 17:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Pop Culture Group stock jumped 22% in premarket trading.The stock soared nearly 36% yesterday.</p><p><img src=\"https://static.tigerbbs.com/bd6f14a690cc0684dca8112f39c885a1\" tg-width=\"842\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CPOP":"普普文化"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163674351","content_text":"Pop Culture Group stock jumped 22% in premarket trading.The stock soared nearly 36% yesterday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696787418,"gmtCreate":1640771261736,"gmtModify":1640771261736,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"htmlText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","listText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","text":"‌[财迷] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696787418","repostId":"1163674351","repostType":2,"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698095405,"gmtCreate":1640256344215,"gmtModify":1640256344215,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"htmlText":"‌<a href=\"\">[得意]&nbsp;</a>‌","listText":"‌<a href=\"\">[得意]&nbsp;</a>‌","text":"‌[得意] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698095405","repostId":"1173043963","repostType":2,"repost":{"id":"1173043963","pubTimestamp":1640225262,"share":"https://www.laohu8.com/m/news/1173043963?lang=&edition=full","pubTime":"2021-12-23 10:07","market":"us","language":"en","title":"Why Nio Shares Dropped Again Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1173043963","media":"Motley Fool","summary":"Chinese electric vehicle  maker Nioheld its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and continued to slide 1.34% in extended hours.Nio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with Te","content":"<p>What happened</p>\n<p>Chinese electric vehicle (EV) maker&nbsp;<b>Nio</b>(NYSE:NIO)held its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and&nbsp;continued&nbsp;to&nbsp;slide&nbsp;1.34%&nbsp;in&nbsp;extended&nbsp;hours. </p>\n<p>So what</p>\n<p>Nio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with&nbsp;<b>Tesla</b>'s(NASDAQ:TSLA)Model 3. WithTesla CEO Elon Musk making news again today, it may be that investors are shunning Nio shares for Tesla stock. But Nio has more than just the ET5 in its plans to expand from here.</p>\n<p>Now what</p>\n<p>Nio has increased its&nbsp;electric car deliveries&nbsp;by 120.4% through November 2021 versus the comparable year-ago period. But the best may still be yet to come. In addition to its new luxury ET7 sedan that will begin shipping in March 2022, the new ET5 is also expected to start deliveries in September 2022.</p>\n<p>The ET5 will be available with Nio's largest battery that will provide a range of up to about 620 miles on a single charge. And Nio CEO William Li told local media that the ET5, which was officially unveiled Saturday, has already become the most pre-ordered Nio model ever. That is according to CnEVPost, an industry news service focused on the Chinese EV sector.</p>\n<p>Nio also plans to move beyond China in 2022. It already sells its vehicles in Norway and expects to be doing business in Germany, the Netherlands, Sweden, and Denmark in 2022. The company says it will have a presence in over 25 countries by 2025. While investors have been driving shares lower recently, the company hopes its future growth and expansion efforts will eventually reverse that trend.</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>Why Nio Shares Dropped Again Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Nio Shares Dropped Again Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 10:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/22/why-nio-shares-dropped-again-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nChinese electric vehicle (EV) maker Nio(NYSE:NIO)held its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/22/why-nio-shares-dropped-again-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/12/22/why-nio-shares-dropped-again-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173043963","content_text":"What happened\nChinese electric vehicle (EV) maker Nio(NYSE:NIO)held its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and continued to slide 1.34% in extended hours. \nSo what\nNio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with Tesla's(NASDAQ:TSLA)Model 3. WithTesla CEO Elon Musk making news again today, it may be that investors are shunning Nio shares for Tesla stock. But Nio has more than just the ET5 in its plans to expand from here.\nNow what\nNio has increased its electric car deliveries by 120.4% through November 2021 versus the comparable year-ago period. But the best may still be yet to come. In addition to its new luxury ET7 sedan that will begin shipping in March 2022, the new ET5 is also expected to start deliveries in September 2022.\nThe ET5 will be available with Nio's largest battery that will provide a range of up to about 620 miles on a single charge. And Nio CEO William Li told local media that the ET5, which was officially unveiled Saturday, has already become the most pre-ordered Nio model ever. That is according to CnEVPost, an industry news service focused on the Chinese EV sector.\nNio also plans to move beyond China in 2022. It already sells its vehicles in Norway and expects to be doing business in Germany, the Netherlands, Sweden, and Denmark in 2022. The company says it will have a presence in over 25 countries by 2025. While investors have been driving shares lower recently, the company hopes its future growth and expansion efforts will eventually reverse that trend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605810346,"gmtCreate":1639143360837,"gmtModify":1639143360837,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"htmlText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","listText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","text":"‌[财迷] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605810346","repostId":"1185791394","repostType":2,"repost":{"id":"1185791394","pubTimestamp":1639108779,"share":"https://www.laohu8.com/m/news/1185791394?lang=&edition=full","pubTime":"2021-12-10 11:59","market":"us","language":"en","title":"Palantir Stock May Be Down, But It’s Definitely Not Out","url":"https://stock-news.laohu8.com/highlight/detail?id=1185791394","media":"InvestorPlace","summary":"There’s a school of thought that artificial intelligence and cybersecurity are a winning combination","content":"<p>There’s a school of thought that artificial intelligence and cybersecurity are a winning combination for a company to thrive in 2021. But&nbsp;<b>Palantir Technologies</b>(NYSE:<b><u>PLTR</u></b>) has defied that way of thinking as of late. PLTR stock has been a major disappointment for investors so far this year.</p>\n<p>Since hitting an all-time high of $45 in late January, shares of the big data analytics company are down roughly 57%. In the past month alone, PLTR stock is down nearly 28%.</p>\n<p>That includes the post-earnings sell-off following the company’s third-quarter report, despite Palantir beating revenue expectations and delivering a strong outlook for the current quarter.</p>\n<p>Can PLTR stock turn its fortunes around in 2022? Let’s take a closer look.</p>\n<p>Palantir at a Glance</p>\n<p>Founded by Peter Thiel in 2003, Palantir Technologies went public via a direct listing in September 2020 and currently has a market cap of $38.8 billion. The company is headquartered in Denver and actually&nbsp;gets its name&nbsp;from J. R. R. Tolkien’s&nbsp;<i>The Lord of the Rings</i>&nbsp;series<i>.</i>“Palantiri” were magical and indestructible crystal balls that were used to communicate and see other parts of that fabled world.</p>\n<p>What Palantir does isn’t magical, but it is pretty cool. Palantir’s software allows government and private sector businesses to analyze and manage massive amounts of data, detecting meaningful patterns and connections. Its data sets are considered to be highly secure compared to its peers, which is why the company is sometimes considered a cybersecurity play.</p>\n<p>Some of Palantir’s first clients were U.S. intelligence agencies and the Pentagon. Over the past few years, the company has been growing its client base to include private firms, other federal agencies, and some state and local governments. For example,&nbsp;the U.S. Department of Health and Human Services&nbsp;uses Palantir software&nbsp;to track vaccine distribution.</p>\n<p>Palantir Delivers a Strong Q3 Earnings Report</p>\n<p>The company’s&nbsp;third-quarter earnings report&nbsp;should have been a positive for PLTR stock. Palantir posted $392 million in revenue, while analysts had expected only $385 million. Earnings of 4 cents per share met expectations.</p>\n<p>Revenue was up 36% from the same quarter a year ago. However, some investors may have been disappointed as the previous two quarters saw 49% year-over-year growth.</p>\n<p>For the fourth quarter, management expects revenue to increase 30% to $418 million, which was ahead of the consensus estimate of $402 million. Palantir projects full-year revenue of $1.53 billion, which would be a year-over-year increase of 40%. Through 2025, management believes it can grow revenue at least 30% annually.</p>\n<p>The company&nbsp;used its earnings call&nbsp;to promote its new platform, Apollo, which it described as a new continuous delivery system that brings software-as-a-service (SaaS) management to its platforms. COO Shyam Sankar stated:</p>\n<blockquote>\n Once again, we are building five years ahead of the market, software shamans building technology that will meet its moment. With our latest investments, you will be able to develop streaming pipelines in Foundry that you then package up, version, and continuously deploy to Edge compute infrastructure, be it a Humvee, a satellite, a 5G base station to enable real-time processing of large amounts of data in a decentralized efficient manner. These pipelines, they’ll be versioned, upgrade, managed, and orchestrated by Apollo.\n</blockquote>\n<p>Despite the revenue beat and the promotion of the Apollo platform, PLTR stock fell by more than 9% immediately after the earnings report. And it has continued lower ever since. Some of that slide can be attributed to the market’s drag on tech stocks. But investors also appear concerned that Palantir is seeing slower growth.</p>\n<p>Keep an Eye on Recent Announcements</p>\n<p>While growth is slowing, investors should be cheered by a series of announcements that came out recently. These include:</p>\n<ul>\n <li>Palantir and&nbsp;<b>Merck KGaA</b>&nbsp;announced a partnership&nbsp;to address the global semiconductor shortage. The companies are developing an AI-infused platform that will help firms navigate the supply chain and reduce time to market.</li>\n <li>Palantir and&nbsp;<b>Babylon Holdings</b>(NYSE:<b><u>BBLN</u></b>) announced“substantial progress”on their work to use data to improve clinical care for Babylon’s healthcare clients.</li>\n <li>Palantir won a$43 million federal government contract&nbsp;with the Space Command’s Cross-Mission Ground &amp; Communications Enterprise.</li>\n <li>Palantir and&nbsp;<b>Kinder Morgan</b>(NYSE:<b><u>KMI</u></b>) announced a multi-year deal in which Kinder Morgan will&nbsp;use Palantir’s platform&nbsp;to support its infrastructure and improve data analysis, grid integrity and pricing.</li>\n</ul>\n<p>And those are just the announcements from the past week or so. I expect similar headlines to continue to roll in.</p>\n<p>The Bottom Line on PLTR Stock</p>\n<p>PLTR stock made a huge run higher into early January but has been struggling ever since. However, if you’re looking for a long-term cybersecurity and AI play, this is a solid pick. You’ll just have to be patient.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock May Be Down, But It’s Definitely Not Out</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock May Be Down, But It’s Definitely Not Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 11:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/12/pltr-stock-may-be-down-but-its-definitely-not-out/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There’s a school of thought that artificial intelligence and cybersecurity are a winning combination for a company to thrive in 2021. But Palantir Technologies(NYSE:PLTR) has defied that way of ...</p>\n\n<a href=\"https://investorplace.com/2021/12/pltr-stock-may-be-down-but-its-definitely-not-out/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2021/12/pltr-stock-may-be-down-but-its-definitely-not-out/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185791394","content_text":"There’s a school of thought that artificial intelligence and cybersecurity are a winning combination for a company to thrive in 2021. But Palantir Technologies(NYSE:PLTR) has defied that way of thinking as of late. PLTR stock has been a major disappointment for investors so far this year.\nSince hitting an all-time high of $45 in late January, shares of the big data analytics company are down roughly 57%. In the past month alone, PLTR stock is down nearly 28%.\nThat includes the post-earnings sell-off following the company’s third-quarter report, despite Palantir beating revenue expectations and delivering a strong outlook for the current quarter.\nCan PLTR stock turn its fortunes around in 2022? Let’s take a closer look.\nPalantir at a Glance\nFounded by Peter Thiel in 2003, Palantir Technologies went public via a direct listing in September 2020 and currently has a market cap of $38.8 billion. The company is headquartered in Denver and actually gets its name from J. R. R. Tolkien’s The Lord of the Rings series.“Palantiri” were magical and indestructible crystal balls that were used to communicate and see other parts of that fabled world.\nWhat Palantir does isn’t magical, but it is pretty cool. Palantir’s software allows government and private sector businesses to analyze and manage massive amounts of data, detecting meaningful patterns and connections. Its data sets are considered to be highly secure compared to its peers, which is why the company is sometimes considered a cybersecurity play.\nSome of Palantir’s first clients were U.S. intelligence agencies and the Pentagon. Over the past few years, the company has been growing its client base to include private firms, other federal agencies, and some state and local governments. For example, the U.S. Department of Health and Human Services uses Palantir software to track vaccine distribution.\nPalantir Delivers a Strong Q3 Earnings Report\nThe company’s third-quarter earnings report should have been a positive for PLTR stock. Palantir posted $392 million in revenue, while analysts had expected only $385 million. Earnings of 4 cents per share met expectations.\nRevenue was up 36% from the same quarter a year ago. However, some investors may have been disappointed as the previous two quarters saw 49% year-over-year growth.\nFor the fourth quarter, management expects revenue to increase 30% to $418 million, which was ahead of the consensus estimate of $402 million. Palantir projects full-year revenue of $1.53 billion, which would be a year-over-year increase of 40%. Through 2025, management believes it can grow revenue at least 30% annually.\nThe company used its earnings call to promote its new platform, Apollo, which it described as a new continuous delivery system that brings software-as-a-service (SaaS) management to its platforms. COO Shyam Sankar stated:\n\n Once again, we are building five years ahead of the market, software shamans building technology that will meet its moment. With our latest investments, you will be able to develop streaming pipelines in Foundry that you then package up, version, and continuously deploy to Edge compute infrastructure, be it a Humvee, a satellite, a 5G base station to enable real-time processing of large amounts of data in a decentralized efficient manner. These pipelines, they’ll be versioned, upgrade, managed, and orchestrated by Apollo.\n\nDespite the revenue beat and the promotion of the Apollo platform, PLTR stock fell by more than 9% immediately after the earnings report. And it has continued lower ever since. Some of that slide can be attributed to the market’s drag on tech stocks. But investors also appear concerned that Palantir is seeing slower growth.\nKeep an Eye on Recent Announcements\nWhile growth is slowing, investors should be cheered by a series of announcements that came out recently. These include:\n\nPalantir and Merck KGaA announced a partnership to address the global semiconductor shortage. The companies are developing an AI-infused platform that will help firms navigate the supply chain and reduce time to market.\nPalantir and Babylon Holdings(NYSE:BBLN) announced“substantial progress”on their work to use data to improve clinical care for Babylon’s healthcare clients.\nPalantir won a$43 million federal government contract with the Space Command’s Cross-Mission Ground & Communications Enterprise.\nPalantir and Kinder Morgan(NYSE:KMI) announced a multi-year deal in which Kinder Morgan will use Palantir’s platform to support its infrastructure and improve data analysis, grid integrity and pricing.\n\nAnd those are just the announcements from the past week or so. I expect similar headlines to continue to roll in.\nThe Bottom Line on PLTR Stock\nPLTR stock made a huge run higher into early January but has been struggling ever since. However, if you’re looking for a long-term cybersecurity and AI play, this is a solid pick. You’ll just have to be patient.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876027023,"gmtCreate":1637246180142,"gmtModify":1637246180142,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876027023","repostId":"1124378970","repostType":2,"repost":{"id":"1124378970","pubTimestamp":1637229476,"share":"https://www.laohu8.com/m/news/1124378970?lang=&edition=full","pubTime":"2021-11-18 17:57","market":"us","language":"en","title":"NIO Stock Forecast: What To Watch For In 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1124378970","media":"seekingalpha","summary":"NIO is one of the leading pure-play new electric vehicle makers in China.We also discuss whether investors should add NIO stock now.NIO posted weak October deliveries. Nonetheless, the company is still leading total deliveries YTD among its leading pure-play peers. The competition is very close, but NIO continues to grow rapidly. The scale and immense opportunities of the Chinese market made Elon Musk famously proclaim that China will be Tesla's  largest factory and market.NIO stock has had a su","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is one of the leading pure-play new electric vehicle makers in China.</li>\n <li>The company is estimated to grow rapidly, as it expands aggressively into Europe next year.</li>\n <li>We discuss what investors should expect moving ahead in 2022 and beyond.</li>\n <li>We also discuss whether investors should add NIO stock now.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffccc5b06bd64a029e813af7f0627d6e\" tg-width=\"1536\" tg-height=\"1152\" width=\"100%\" height=\"auto\"><span>Andy Feng/iStock Editorial via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>NIO Inc. (NIO) is one of China's leading new electric vehicle (NEV) players. Despite almost&nbsp;going bankrupt&nbsp;a few years ago, the pure-play NEV player has made a tremendous comeback.</p>\n<p>NIO posted weak October deliveries. Nonetheless, the company is still leading total deliveries YTD among its leading pure-play peers. The competition is very close, but NIO continues to grow rapidly. The scale and immense opportunities of the Chinese market made Elon Musk famously proclaim that China will be Tesla's (TSLA) largest factory and market.</p>\n<p>Amid NIO stock's relatively weak performance in 2021 so far, we discuss whether it's time for investors to add the stock.</p>\n<p><b>NIO Stock YTD Performance</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c286d28256f44ca6fa6deb496e6e2c98\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>NIO stock YTD performance (as of 15 November 21).</span></p>\n<p>NIO stock has had a subpar year in 2021. While it had started the year strongly, its upward momentum collapsed following the rotation from growth to value stock in February 2021. Despite making a remarkable recovery in May, it has remained in a consolidation phase. In contrast, its Chinese NEV peers have managed better performances so far. NIO stock is currently underperforming its leading Chinese NEV peers, and Tesla stock with a YTD return of -16.8%</p>\n<p><b>NIO Operates in the World's Largest EV Market</b></p>\n<p>Despite NIO's surprising struggles, the company can count on its home market, China to support its growth. China is the #1 EV market globally, retaking the lead&nbsp;it briefly lost to Europe in 2020.</p>\n<p>BloombergNEF estimated that EV share of total China car sales will reach 25% in 2025, up from just 6% in 2020. China's government projections are slightly more conservative,putting it at 20% by 2025. However, China's EV sales outperformed these estimates as EV share of total sales&nbsp;reached 17.5% in September&nbsp;and averaged 13% YTD through September.</p>\n<p>Hence, we believe the massive secular tailwinds underpinned by China's national agenda in EV adoption will continue driving growth for NIO.</p>\n<p>Notably, the company expects China to be its most important market even as it charts its European (the world #2 EV market) expansion. NIO CEO William Li emphasized:</p>\n<blockquote>\n If we look at the global market, we can see that\n <i>China is still the biggest auto market and the biggest premium market</i>, so China will still be the most important market for us. But I believe for the markets outside of China in the long term, they should account for around 50% of the -- of all sales of our product. (from NIO's FQ3'21 earnings call)\n</blockquote>\n<p>Therefore, we expect China to continue driving the growth of the company moving forward as it scales. NIO highlighted that it currently has a maximum annual production capacity of 600K. Therefore, the company has positioned itself very well to scale its production moving forward. Considering its current YTD deliveries, we believe NIO's market opportunity is still in the early innings.</p>\n<p><b>NIO's Fledgling Market Opportunity</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01decb5c7ce129cf9fc59b2b13ccba85\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>China's leading NEV makers YTD October 21 deliveries. Data source: Various company filings, China Passenger Car Association</span></p>\n<p>BYD Company Limited (OTCPK:BYDDF) is China's leading NEV maker. Its YTD deliveries (through October 21) highlight the company's undisputed leadership. We also&nbsp;discussed BYD's thesis in a recent article. Notwithstanding, NIO continues to lead its pure-play peers on YTD deliveries. However, the competition is very close. Nonetheless, we believe that China's massive tailwinds driving EV adoptions would continue to benefit NIO and its peers.</p>\n<p>In addition, even though NIO reported underwhelming October delivery numbers, we don't believe it's a cause of concern. We will touch more on that later.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1d6d8b43b9aff12d916fdb0327e8974\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>NIO YTD October 21 deliveries by month. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28ea81aba6c5ceedc67d354d0fe0f604\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>NIO quarterly deliveries by model. Data source: Company filings</span></p>\n<p>Readers can observe the \"abnormally\" weak October delivery numbers of 3.67K. However, we are not unduly concerned about October's numbers. The company telegraphed it needed some downtime to adjust its manufacturing processes to scale ET7 (NIO's upcoming flagship sedan). Notably, the company emphasized that it has \"resumed normal production since late October.\" Li articulated (edited for brevity):</p>\n<blockquote>\n ...To prepare for further capacity expansion and new product introductions including ET7, we implemented upgrades and the restructuring of the manufacturing lines at the Hefei JAC-NIO Advanced Manufacturing Center.\n <i>Affected by the upgrades and the restructuring, we delivered 3,667 vehicles in October</i>. The plant has resumed normal production since late October. (from NIO's FQ3'21 earnings call)\n</blockquote>\n<p>Therefore, we are not too concerned with October's problems. The company guided Q4 deliveries to be between 23.5K to 25.5K. Hence, Q4 deliveries are estimated to be about 24.5K at the midpoint of NIO's guidance. Therefore, QoQ growth is estimated to be flat. Notwithstanding, if we account for October's \"abnormally\" weak numbers, the company expects strong deliveries in November and December. On average, the company expects to deliver about 10.42K units each month for November and December, respectively. That would place it in line with September's record month of 10.63K deliveries. Therefore, the worries about October's weakness have been overblown.</p>\n<p>NIO's expected deliveries for FY21 would amount to about 90.9K units. Compared to its annual production capacity of 600K units, it's clear that NIO expects to ramp production rapidly moving forward. While it might take some time to reach the 600K annualized run rate, NIO is preparing to launch 3 new products (including ET7) based on its NIO Technology Platform 2.0 in 2022. Therefore, the company is actively refreshing its slate and expects to continue its rapid delivery growth next year.</p>\n<p>Notably, the company also expects to navigate the chip supply crunch well. It has also impacted NIO in the near term. However, NIO demonstrated its capabilities on its in-house technology as Li explained that they have managed to get around those problems. Li added:</p>\n<blockquote>\n I would like to specifically mention that because the\n <i>many domain controllers in our vehicles are actually developed by ourselves in-house</i>. So if there is a shortage of certain chips in the domain controllers, our teams have the capability to quickly find the alternative and do the rapid validation and faster production of those vehicles and the chips. So because of these capabilities, we have already\n <i>resolved some chip shortage situations happened to our vehicles</i>. (from NIO's FQ3 earnings call)\n</blockquote>\n<p><b>Consensus Estimates Also Agree With NIO's Rapid Expansion</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75908e4cc1b0e008a565a8faaa67a434\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>NIO LTM revenue &amp; operating margins. Data source: S&amp;P Capital IQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/956abb3d98a0a3907c217e0c2e4b00c9\" tg-width=\"640\" tg-height=\"398\" width=\"100%\" height=\"auto\"><span>NIO est. revenue mean consensus &amp; est. EBIT margins. Data source: S&amp;P Capital IQ</span></p>\n<p>Readers can quickly glean from the first chart above that NIO has expanded its top line rapidly. Notably, it has also managed to improve its operating leverage tremendously as it scales. As explained, we believe that NIO is very early on in its profitability growth. Given that it has an annualized production capacity of 600K, NIO is still expected to grow rapidly. The company is estimated to grow its top line by a phenomenal CAGR of 77.7% through FY23.</p>\n<p>Notably, its EBIT consensus estimates also point to a lower EBIT loss margin of 2.1% in FY22. NIO is estimated to turn EBIT profitable by FY23, with an est. EBIT margin of 3.2%.</p>\n<p>Therefore, NIO investors can continue to expect the company to gain traction in its European journey and its home market. In addition, we encourage investors to pay close attention to its new product launches in 2022 as the company expects a strong delivery cadence moving forward. Notwithstanding, based on FQ4'21's guidance, November and December delivery numbers should also be impressive.</p>\n<p><b>So, is NIO Stock a Buy Now?</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b943b23fe0e9f66e7db0040c15948ce\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>NIO stock EV/NTM Revenue 3Y mean.</span></p>\n<p>NIO stock is trading at an EV/NTM Revenue of 7.9x. It has come a long way down from its January highs. Moreover, it's also just about 14% above its 3Y mean. Therefore, we believe that NIO stock's valuation seems attractive now. It's a much stronger company than it was three years ago. In addition, it has also significantly improved its operating leverage. Coupled with strong secular drivers underpinning its rapid growth ahead, we believe long-term investors would do well to sit on it. If NIO can continue to build on its delivery cadence, we think that the stock will be re-rated moving ahead in FY22. Therefore, investors should capitalize on its weakness now to add NIO stock to their portfolios.</p>\n<p>Consequently, we<i>rate NIO stock at Buy</i>.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Forecast: What To Watch For In 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Forecast: What To Watch For In 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-18 17:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4470158-nio-stock-forecast><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is one of the leading pure-play new electric vehicle makers in China.\nThe company is estimated to grow rapidly, as it expands aggressively into Europe next year.\nWe discuss what investors...</p>\n\n<a href=\"https://seekingalpha.com/article/4470158-nio-stock-forecast\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4470158-nio-stock-forecast","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124378970","content_text":"Summary\n\nNIO is one of the leading pure-play new electric vehicle makers in China.\nThe company is estimated to grow rapidly, as it expands aggressively into Europe next year.\nWe discuss what investors should expect moving ahead in 2022 and beyond.\nWe also discuss whether investors should add NIO stock now.\n\nAndy Feng/iStock Editorial via Getty Images\nInvestment Thesis\nNIO Inc. (NIO) is one of China's leading new electric vehicle (NEV) players. Despite almost going bankrupt a few years ago, the pure-play NEV player has made a tremendous comeback.\nNIO posted weak October deliveries. Nonetheless, the company is still leading total deliveries YTD among its leading pure-play peers. The competition is very close, but NIO continues to grow rapidly. The scale and immense opportunities of the Chinese market made Elon Musk famously proclaim that China will be Tesla's (TSLA) largest factory and market.\nAmid NIO stock's relatively weak performance in 2021 so far, we discuss whether it's time for investors to add the stock.\nNIO Stock YTD Performance\nNIO stock YTD performance (as of 15 November 21).\nNIO stock has had a subpar year in 2021. While it had started the year strongly, its upward momentum collapsed following the rotation from growth to value stock in February 2021. Despite making a remarkable recovery in May, it has remained in a consolidation phase. In contrast, its Chinese NEV peers have managed better performances so far. NIO stock is currently underperforming its leading Chinese NEV peers, and Tesla stock with a YTD return of -16.8%\nNIO Operates in the World's Largest EV Market\nDespite NIO's surprising struggles, the company can count on its home market, China to support its growth. China is the #1 EV market globally, retaking the lead it briefly lost to Europe in 2020.\nBloombergNEF estimated that EV share of total China car sales will reach 25% in 2025, up from just 6% in 2020. China's government projections are slightly more conservative,putting it at 20% by 2025. However, China's EV sales outperformed these estimates as EV share of total sales reached 17.5% in September and averaged 13% YTD through September.\nHence, we believe the massive secular tailwinds underpinned by China's national agenda in EV adoption will continue driving growth for NIO.\nNotably, the company expects China to be its most important market even as it charts its European (the world #2 EV market) expansion. NIO CEO William Li emphasized:\n\n If we look at the global market, we can see that\n China is still the biggest auto market and the biggest premium market, so China will still be the most important market for us. But I believe for the markets outside of China in the long term, they should account for around 50% of the -- of all sales of our product. (from NIO's FQ3'21 earnings call)\n\nTherefore, we expect China to continue driving the growth of the company moving forward as it scales. NIO highlighted that it currently has a maximum annual production capacity of 600K. Therefore, the company has positioned itself very well to scale its production moving forward. Considering its current YTD deliveries, we believe NIO's market opportunity is still in the early innings.\nNIO's Fledgling Market Opportunity\nChina's leading NEV makers YTD October 21 deliveries. Data source: Various company filings, China Passenger Car Association\nBYD Company Limited (OTCPK:BYDDF) is China's leading NEV maker. Its YTD deliveries (through October 21) highlight the company's undisputed leadership. We also discussed BYD's thesis in a recent article. Notwithstanding, NIO continues to lead its pure-play peers on YTD deliveries. However, the competition is very close. Nonetheless, we believe that China's massive tailwinds driving EV adoptions would continue to benefit NIO and its peers.\nIn addition, even though NIO reported underwhelming October delivery numbers, we don't believe it's a cause of concern. We will touch more on that later.\nNIO YTD October 21 deliveries by month. Data source: Company filings\nNIO quarterly deliveries by model. Data source: Company filings\nReaders can observe the \"abnormally\" weak October delivery numbers of 3.67K. However, we are not unduly concerned about October's numbers. The company telegraphed it needed some downtime to adjust its manufacturing processes to scale ET7 (NIO's upcoming flagship sedan). Notably, the company emphasized that it has \"resumed normal production since late October.\" Li articulated (edited for brevity):\n\n ...To prepare for further capacity expansion and new product introductions including ET7, we implemented upgrades and the restructuring of the manufacturing lines at the Hefei JAC-NIO Advanced Manufacturing Center.\n Affected by the upgrades and the restructuring, we delivered 3,667 vehicles in October. The plant has resumed normal production since late October. (from NIO's FQ3'21 earnings call)\n\nTherefore, we are not too concerned with October's problems. The company guided Q4 deliveries to be between 23.5K to 25.5K. Hence, Q4 deliveries are estimated to be about 24.5K at the midpoint of NIO's guidance. Therefore, QoQ growth is estimated to be flat. Notwithstanding, if we account for October's \"abnormally\" weak numbers, the company expects strong deliveries in November and December. On average, the company expects to deliver about 10.42K units each month for November and December, respectively. That would place it in line with September's record month of 10.63K deliveries. Therefore, the worries about October's weakness have been overblown.\nNIO's expected deliveries for FY21 would amount to about 90.9K units. Compared to its annual production capacity of 600K units, it's clear that NIO expects to ramp production rapidly moving forward. While it might take some time to reach the 600K annualized run rate, NIO is preparing to launch 3 new products (including ET7) based on its NIO Technology Platform 2.0 in 2022. Therefore, the company is actively refreshing its slate and expects to continue its rapid delivery growth next year.\nNotably, the company also expects to navigate the chip supply crunch well. It has also impacted NIO in the near term. However, NIO demonstrated its capabilities on its in-house technology as Li explained that they have managed to get around those problems. Li added:\n\n I would like to specifically mention that because the\n many domain controllers in our vehicles are actually developed by ourselves in-house. So if there is a shortage of certain chips in the domain controllers, our teams have the capability to quickly find the alternative and do the rapid validation and faster production of those vehicles and the chips. So because of these capabilities, we have already\n resolved some chip shortage situations happened to our vehicles. (from NIO's FQ3 earnings call)\n\nConsensus Estimates Also Agree With NIO's Rapid Expansion\nNIO LTM revenue & operating margins. Data source: S&P Capital IQ\nNIO est. revenue mean consensus & est. EBIT margins. Data source: S&P Capital IQ\nReaders can quickly glean from the first chart above that NIO has expanded its top line rapidly. Notably, it has also managed to improve its operating leverage tremendously as it scales. As explained, we believe that NIO is very early on in its profitability growth. Given that it has an annualized production capacity of 600K, NIO is still expected to grow rapidly. The company is estimated to grow its top line by a phenomenal CAGR of 77.7% through FY23.\nNotably, its EBIT consensus estimates also point to a lower EBIT loss margin of 2.1% in FY22. NIO is estimated to turn EBIT profitable by FY23, with an est. EBIT margin of 3.2%.\nTherefore, NIO investors can continue to expect the company to gain traction in its European journey and its home market. In addition, we encourage investors to pay close attention to its new product launches in 2022 as the company expects a strong delivery cadence moving forward. Notwithstanding, based on FQ4'21's guidance, November and December delivery numbers should also be impressive.\nSo, is NIO Stock a Buy Now?\nNIO stock EV/NTM Revenue 3Y mean.\nNIO stock is trading at an EV/NTM Revenue of 7.9x. It has come a long way down from its January highs. Moreover, it's also just about 14% above its 3Y mean. Therefore, we believe that NIO stock's valuation seems attractive now. It's a much stronger company than it was three years ago. In addition, it has also significantly improved its operating leverage. Coupled with strong secular drivers underpinning its rapid growth ahead, we believe long-term investors would do well to sit on it. If NIO can continue to build on its delivery cadence, we think that the stock will be re-rated moving ahead in FY22. Therefore, investors should capitalize on its weakness now to add NIO stock to their portfolios.\nConsequently, werate NIO stock at Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870555800,"gmtCreate":1636637833341,"gmtModify":1636637943283,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870555800","repostId":"1124641290","repostType":4,"isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843777524,"gmtCreate":1635861324275,"gmtModify":1635861324275,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843777524","repostId":"1129449747","repostType":2,"isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855128110,"gmtCreate":1635344393380,"gmtModify":1635345062165,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"htmlText":"[白眼]","listText":"[白眼]","text":"[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855128110","repostId":"1171813620","repostType":2,"repost":{"id":"1171813620","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635341985,"share":"https://www.laohu8.com/m/news/1171813620?lang=&edition=full","pubTime":"2021-10-27 21:39","market":"us","language":"en","title":"Twitter shares fell more than 7% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1171813620","media":"Tiger Newspress","summary":"Twitter shares fell more than 7% in morning trading.Twitter stock price target cut to $70 from $81 a","content":"<p>Twitter&nbsp;shares&nbsp;fell&nbsp;more&nbsp;than&nbsp;7%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/4af7fd0091c3d6f9cea993923a334e40\" tg-width=\"878\" tg-height=\"599\" referrerpolicy=\"no-referrer\">Twitter&nbsp;stock price target cut to $70 from $81 at KeyBanc Capital.</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>Twitter shares fell more than 7% in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTwitter shares fell more than 7% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-27 21:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Twitter&nbsp;shares&nbsp;fell&nbsp;more&nbsp;than&nbsp;7%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/4af7fd0091c3d6f9cea993923a334e40\" tg-width=\"878\" tg-height=\"599\" referrerpolicy=\"no-referrer\">Twitter&nbsp;stock price target cut to $70 from $81 at KeyBanc Capital.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171813620","content_text":"Twitter shares fell more than 7% in morning trading.Twitter stock price target cut to $70 from $81 at KeyBanc Capital.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864849712,"gmtCreate":1633093306587,"gmtModify":1633093306657,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864849712","repostId":"1140422142","repostType":4,"isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833924753,"gmtCreate":1629199499972,"gmtModify":1633686645451,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"htmlText":"[流泪]","listText":"[流泪]","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833924753","repostId":"1163960572","repostType":4,"repost":{"id":"1163960572","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629187531,"share":"https://www.laohu8.com/m/news/1163960572?lang=&edition=full","pubTime":"2021-08-17 16:05","market":"us","language":"en","title":"China Tech Stocks Slump as Nation Issues Draft Competition Rules","url":"https://stock-news.laohu8.com/highlight/detail?id=1163960572","media":"Tiger Newspress","summary":" A wave of selling in China’s bellwether technology stocks continued for a fifth day, following Beijing’s latest moves to tighten its grip on the nation’s internet giants.China tech stocks slump in premarket trading, after China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.The wide-ranging proposals released Tuesday come after the tech-industry ministry launched a campaign last month aimed at rooting out a raft of problematic behav","content":"<p>(Aug 17)&nbsp;A wave of selling in China’s bellwether technology stocks continued for a fifth day, following Beijing’s latest moves to tighten its grip on the nation’s internet giants.</p>\n<p>China tech stocks slump in premarket trading, after China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.</p>\n<p>Baidu Inc.&nbsp;fell more than&nbsp;2% while&nbsp;Alibaba Group Holding Ltd.&nbsp;dropped by at least 3%. That followed Monday’sselloffin Chinese online game firms in the wake of state media criticism of the sector, which spilled over into U.S. trading&nbsp;overnight&nbsp;as the Securities and Exchange Commissionwarnedabout the risks of investing in Chinese stocks.</p>\n<p><img src=\"https://static.tigerbbs.com/6ad16a2d4c06459a94762f22c1916b01\" tg-width=\"371\" tg-height=\"683\" referrerpolicy=\"no-referrer\">The wide-ranging proposals released Tuesday come after the tech-industry ministry launched a campaign last month aimed at rooting out a raft of&nbsp;problematic&nbsp;behavior. It follows moves by Beijing to rein in the country’s internet leaders in areas from antitrust to data security and ride-hailing.</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>China Tech Stocks Slump as Nation Issues Draft Competition Rules</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Tech Stocks Slump as Nation Issues Draft Competition Rules\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-17 16:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 17)&nbsp;A wave of selling in China’s bellwether technology stocks continued for a fifth day, following Beijing’s latest moves to tighten its grip on the nation’s internet giants.</p>\n<p>China tech stocks slump in premarket trading, after China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.</p>\n<p>Baidu Inc.&nbsp;fell more than&nbsp;2% while&nbsp;Alibaba Group Holding Ltd.&nbsp;dropped by at least 3%. That followed Monday’sselloffin Chinese online game firms in the wake of state media criticism of the sector, which spilled over into U.S. trading&nbsp;overnight&nbsp;as the Securities and Exchange Commissionwarnedabout the risks of investing in Chinese stocks.</p>\n<p><img src=\"https://static.tigerbbs.com/6ad16a2d4c06459a94762f22c1916b01\" tg-width=\"371\" tg-height=\"683\" referrerpolicy=\"no-referrer\">The wide-ranging proposals released Tuesday come after the tech-industry ministry launched a campaign last month aimed at rooting out a raft of&nbsp;problematic&nbsp;behavior. It follows moves by Beijing to rein in the country’s internet leaders in areas from antitrust to data security and ride-hailing.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163960572","content_text":"(Aug 17) A wave of selling in China’s bellwether technology stocks continued for a fifth day, following Beijing’s latest moves to tighten its grip on the nation’s internet giants.\nChina tech stocks slump in premarket trading, after China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.\nBaidu Inc. fell more than 2% while Alibaba Group Holding Ltd. dropped by at least 3%. That followed Monday’sselloffin Chinese online game firms in the wake of state media criticism of the sector, which spilled over into U.S. trading overnight as the Securities and Exchange Commissionwarnedabout the risks of investing in Chinese stocks.\nThe wide-ranging proposals released Tuesday come after the tech-industry ministry launched a campaign last month aimed at rooting out a raft of problematic behavior. It follows moves by Beijing to rein in the country’s internet leaders in areas from antitrust to data security and ride-hailing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892774763,"gmtCreate":1628692022052,"gmtModify":1633745073200,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892774763","repostId":"2158474560","repostType":4,"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175762808,"gmtCreate":1627049607604,"gmtModify":1633768434340,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"htmlText":"[流泪]","listText":"[流泪]","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175762808","repostId":"1130594083","repostType":4,"repost":{"id":"1130594083","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627048820,"share":"https://www.laohu8.com/m/news/1130594083?lang=&edition=full","pubTime":"2021-07-23 22:00","market":"us","language":"zh","title":"【异动】热门中概股普跌，贝壳跌超23%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130594083","media":"老虎资讯综合","summary":"7月23日，热门中概股普跌，贝壳跌超23%，滴滴跌超17%，逸仙电商跌超14%、哔哩哔哩、360数科跌超11%，每日优鲜跌超9%，叮咚买菜、拼多多跌超5%，蔚来、小鹏汽车与百度跌超4%，阿里巴巴跌超3","content":"<p>7月23日，热门中概股普跌，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超23%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌超17%，<a href=\"https://laohu8.com/S/YSG\">逸仙电商</a>跌超14%、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/QFIN\">360数科</a>跌超11%，<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>跌超9%，叮咚买菜、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超5%，蔚来、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>与百度跌超4%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/d493f636d0efd4cbadbfc5b6dc4622d2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>盘中依旧“颓废”，晚间新东方、<a href=\"https://laohu8.com/S/YQ\">一起教育科技</a>等多家机构作出回应：网传“规定”尚未公布，公司并未收到通知。</p>\n<p>同时，晚间<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>将好未来目标价从70美元降至7.6美元，评级从中性降至减持；摩根大通将高途评级从中性降至减持，目标价从37美元降至3.5美元。<img src=\"https://static.tigerbbs.com/0aa826dad0db0ae80e1a18bbb25761b2\" tg-width=\"416\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p>\n<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>【异动】热门中概股普跌，贝壳跌超23%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【异动】热门中概股普跌，贝壳跌超23%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-23 22:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月23日，热门中概股普跌，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超23%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌超17%，<a href=\"https://laohu8.com/S/YSG\">逸仙电商</a>跌超14%、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/QFIN\">360数科</a>跌超11%，<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>跌超9%，叮咚买菜、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超5%，蔚来、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>与百度跌超4%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/d493f636d0efd4cbadbfc5b6dc4622d2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>盘中依旧“颓废”，晚间新东方、<a href=\"https://laohu8.com/S/YQ\">一起教育科技</a>等多家机构作出回应：网传“规定”尚未公布，公司并未收到通知。</p>\n<p>同时，晚间<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>将好未来目标价从70美元降至7.6美元，评级从中性降至减持；摩根大通将高途评级从中性降至减持，目标价从37美元降至3.5美元。<img src=\"https://static.tigerbbs.com/0aa826dad0db0ae80e1a18bbb25761b2\" tg-width=\"416\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF","BEKE":"贝壳"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130594083","content_text":"7月23日，热门中概股普跌，贝壳跌超23%，滴滴跌超17%，逸仙电商跌超14%、哔哩哔哩、360数科跌超11%，每日优鲜跌超9%，叮咚买菜、拼多多跌超5%，蔚来、小鹏汽车与百度跌超4%，阿里巴巴跌超3%。\n高途、好未来、新东方盘中依旧“颓废”，晚间新东方、一起教育科技等多家机构作出回应：网传“规定”尚未公布，公司并未收到通知。\n同时，晚间摩根大通将好未来目标价从70美元降至7.6美元，评级从中性降至减持；摩根大通将高途评级从中性降至减持，目标价从37美元降至3.5美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":127008525,"gmtCreate":1624799789267,"gmtModify":1633948528352,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"htmlText":"NIO&nbsp;[强]&nbsp;","listText":"NIO&nbsp;[强]&nbsp;","text":"NIO [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/127008525","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","pubTimestamp":1624754401,"share":"https://www.laohu8.com/m/news/1137119316?lang=&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict","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>\n<ul>\n <li>I am comparing Ford against NIO in different categories.</li>\n <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>\n <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li>\n</ul>\n<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>\n<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>\n<p><b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p>\n<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&nbsp;$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>\n<p><b>Market opportunity</b></p>\n<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>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p>\n<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&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p>\n<p>Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p>\n<p>Turning to growth projections.</p>\n<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>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p>\n<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>\n<p><b>Scale and manufacturing competence</b></p>\n<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>\n<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>\n<p>Winner here: Ford.</p>\n<p><b>Differentiation and BaaS revenue model</b></p>\n<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>\n<p>Ford is&nbsp;forming a joint venture&nbsp;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&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p>\n<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>\n<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>\n<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>\n<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>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p>\n<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>\n<p><b>Sales growth and valuation</b></p>\n<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>\n<p>Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<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>\n<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>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p>\n<p><b>NIO has larger risks...</b></p>\n<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>\n<p><b>Final verdict</b></p>\n<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>\n<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>\n<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>","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</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFord Or NIO? The Final Verdict\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","F":"福特汽车"},"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},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":870555800,"gmtCreate":1636637833341,"gmtModify":1636637943283,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870555800","repostId":"1124641290","repostType":4,"repost":{"id":"1124641290","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636635926,"share":"https://www.laohu8.com/m/news/1124641290?lang=&edition=full","pubTime":"2021-11-11 21:05","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1124641290","media":"Tiger Newspress","summary":"U.S. stock indexes were set to rebound on Thursday from a two-day selloff over signs of prolonged in","content":"<p>U.S. stock indexes were set to rebound on Thursday from a two-day selloff over signs of prolonged inflation, while Walt Disney Co tumbled as growth slowed in its streaming video service.</p>\n<p>At 8:00 a.m. ET, Dow E-minis were up 39 points, or 0.11%, S&amp;P 500 E-minis were up 15.75 points, or 0.34% and Nasdaq 100 E-minis were up 95.25 points, or 0.6%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2b49e55ad192bf640501564603a41df\" tg-width=\"579\" tg-height=\"190\" width=\"100%\" height=\"auto\"><span>*Source From Tiger Trade, EST 08:00</span></p>\n<p>Inflation warnings this week from the United States and other major economies have been a top concern for investors, especially due to the lack of market-moving catalysts as the third-quarter earnings season wraps up.</p>\n<p>Walt Disney Co&nbsp;dropped 4.8% in premarket trading to lead declines among Dow&nbsp;components, as it reported the smallest rise in Disney+ subscriptions since the service's launch and posted downbeat profit at its theme park division.</p>\n<p>Market participants were also watching developments around the nomination of the Federal Reserve Chair, with President Joe Biden still weighing whether to keep Jerome Powell for a second term or elevate Fed Governor Lael Brainard to the post.</p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> (TSLA) — Shares of Tesla got a roughly 2% boost after CEO Elon Musk&nbsp;sold about $5 billion worth of shares this week, according to financial filings submitted Wednesday. He still holds more than 166 million shares.</p>\n<p><a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a> (RIVN) — Electric vehicle maker Rivian’s shares rose more than 6% in early morning trading after the company&nbsp;made its trading debut on the Nasdaq&nbsp;Wednesday. The IPO pulled other EV stocks up with Rivian.NioandFiskershares gained about 2%.</p>\n<p><a href=\"https://laohu8.com/S/BYND\">Beyond Meat, Inc.</a> (BYND) — The alternative meat company’s shares tumbled almost 20% after reporting a wider-than-expected loss of 87 cents per share for the third quarter, compared with expectations of 39 cents per share loss. It also missed revenue estimates, bringing in $106.4 million versus the $109.2 million forecasted by Wall Street.</p>\n<p><a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies Inc.</a> (SOFI) — Digital bank SoFi’s shares jumped 13% after reporting better-than-expected quarterly results Wednesday evening. SoFi reported a loss of 5 cents per share, compared to analysts’ estimates for a loss of 9 cents per share, according to Refinitiv.</p>\n<p><a href=\"https://laohu8.com/S/AFRM\">Affirm Holdings, Inc.</a> (AFRM) — Buy-now-pay-later darling Affirm’s shares rallied 25% in early trading after announcing an expansion of its partnership with Amazon and reported a quarterly revenue beat, recording $269.4 million versus estimates of $248.2 million. Affirm also reported a quarterly loss, according to Refinitiv.</p>\n<p><a href=\"https://laohu8.com/S/MQ\">Marqeta, Inc.</a> (MQ) — Shares of Marqeta, the card-issuing platform behind buy now pay later brands like Affirm and Klarna, jumped 11% after reporting strong quarterly results and a 60% increase in processing volume from the previous year.</p>\n<p><a href=\"https://laohu8.com/S/HNST\">The Honest Company, Inc.</a> (HNST) — Shares of the cosmetics company increased about 8% after announcing quarterly earnings that came were in line with expectations and revenue that topped Wall Street’s forecasts, according to Refinitiv.</p>\n<p><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> (DIS) — Disney shares fell nearly 5% in early morning trading Thursday after&nbsp;missing top and bottom-line estimates&nbsp;for its third-quarter results. The media giant reported a profit of 37 cents per share on revenue of $18.53 billion, compared with analyst estimates of 51 cents per share on revenue of $18.79 billion, according to Refinitiv. Subscriptions for Disney+ also feel short of estimates.</p>\n<p><a href=\"https://laohu8.com/S/BMBL\">Bumble Inc.</a> (BMBL) — Shares of the dating app fell nearly 9% after reporting a loss of 6 cents per share, 6 cents below analyst estimates, according to Refinitiv. Revenue, however, came in better than expected.</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>Toplines Before US Market Open on Thursday</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-11 21:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stock indexes were set to rebound on Thursday from a two-day selloff over signs of prolonged inflation, while Walt Disney Co tumbled as growth slowed in its streaming video service.</p>\n<p>At 8:00 a.m. ET, Dow E-minis were up 39 points, or 0.11%, S&amp;P 500 E-minis were up 15.75 points, or 0.34% and Nasdaq 100 E-minis were up 95.25 points, or 0.6%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2b49e55ad192bf640501564603a41df\" tg-width=\"579\" tg-height=\"190\" width=\"100%\" height=\"auto\"><span>*Source From Tiger Trade, EST 08:00</span></p>\n<p>Inflation warnings this week from the United States and other major economies have been a top concern for investors, especially due to the lack of market-moving catalysts as the third-quarter earnings season wraps up.</p>\n<p>Walt Disney Co&nbsp;dropped 4.8% in premarket trading to lead declines among Dow&nbsp;components, as it reported the smallest rise in Disney+ subscriptions since the service's launch and posted downbeat profit at its theme park division.</p>\n<p>Market participants were also watching developments around the nomination of the Federal Reserve Chair, with President Joe Biden still weighing whether to keep Jerome Powell for a second term or elevate Fed Governor Lael Brainard to the post.</p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> (TSLA) — Shares of Tesla got a roughly 2% boost after CEO Elon Musk&nbsp;sold about $5 billion worth of shares this week, according to financial filings submitted Wednesday. He still holds more than 166 million shares.</p>\n<p><a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a> (RIVN) — Electric vehicle maker Rivian’s shares rose more than 6% in early morning trading after the company&nbsp;made its trading debut on the Nasdaq&nbsp;Wednesday. The IPO pulled other EV stocks up with Rivian.NioandFiskershares gained about 2%.</p>\n<p><a href=\"https://laohu8.com/S/BYND\">Beyond Meat, Inc.</a> (BYND) — The alternative meat company’s shares tumbled almost 20% after reporting a wider-than-expected loss of 87 cents per share for the third quarter, compared with expectations of 39 cents per share loss. It also missed revenue estimates, bringing in $106.4 million versus the $109.2 million forecasted by Wall Street.</p>\n<p><a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies Inc.</a> (SOFI) — Digital bank SoFi’s shares jumped 13% after reporting better-than-expected quarterly results Wednesday evening. SoFi reported a loss of 5 cents per share, compared to analysts’ estimates for a loss of 9 cents per share, according to Refinitiv.</p>\n<p><a href=\"https://laohu8.com/S/AFRM\">Affirm Holdings, Inc.</a> (AFRM) — Buy-now-pay-later darling Affirm’s shares rallied 25% in early trading after announcing an expansion of its partnership with Amazon and reported a quarterly revenue beat, recording $269.4 million versus estimates of $248.2 million. Affirm also reported a quarterly loss, according to Refinitiv.</p>\n<p><a href=\"https://laohu8.com/S/MQ\">Marqeta, Inc.</a> (MQ) — Shares of Marqeta, the card-issuing platform behind buy now pay later brands like Affirm and Klarna, jumped 11% after reporting strong quarterly results and a 60% increase in processing volume from the previous year.</p>\n<p><a href=\"https://laohu8.com/S/HNST\">The Honest Company, Inc.</a> (HNST) — Shares of the cosmetics company increased about 8% after announcing quarterly earnings that came were in line with expectations and revenue that topped Wall Street’s forecasts, according to Refinitiv.</p>\n<p><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> (DIS) — Disney shares fell nearly 5% in early morning trading Thursday after&nbsp;missing top and bottom-line estimates&nbsp;for its third-quarter results. The media giant reported a profit of 37 cents per share on revenue of $18.53 billion, compared with analyst estimates of 51 cents per share on revenue of $18.79 billion, according to Refinitiv. Subscriptions for Disney+ also feel short of estimates.</p>\n<p><a href=\"https://laohu8.com/S/BMBL\">Bumble Inc.</a> (BMBL) — Shares of the dating app fell nearly 9% after reporting a loss of 6 cents per share, 6 cents below analyst estimates, according to Refinitiv. Revenue, however, came in better than expected.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124641290","content_text":"U.S. stock indexes were set to rebound on Thursday from a two-day selloff over signs of prolonged inflation, while Walt Disney Co tumbled as growth slowed in its streaming video service.\nAt 8:00 a.m. ET, Dow E-minis were up 39 points, or 0.11%, S&P 500 E-minis were up 15.75 points, or 0.34% and Nasdaq 100 E-minis were up 95.25 points, or 0.6%.\n*Source From Tiger Trade, EST 08:00\nInflation warnings this week from the United States and other major economies have been a top concern for investors, especially due to the lack of market-moving catalysts as the third-quarter earnings season wraps up.\nWalt Disney Co dropped 4.8% in premarket trading to lead declines among Dow components, as it reported the smallest rise in Disney+ subscriptions since the service's launch and posted downbeat profit at its theme park division.\nMarket participants were also watching developments around the nomination of the Federal Reserve Chair, with President Joe Biden still weighing whether to keep Jerome Powell for a second term or elevate Fed Governor Lael Brainard to the post.\nStocks making the biggest moves in the premarket:\nTesla Motors (TSLA) — Shares of Tesla got a roughly 2% boost after CEO Elon Musk sold about $5 billion worth of shares this week, according to financial filings submitted Wednesday. He still holds more than 166 million shares.\nRivian Automotive, Inc. (RIVN) — Electric vehicle maker Rivian’s shares rose more than 6% in early morning trading after the company made its trading debut on the Nasdaq Wednesday. The IPO pulled other EV stocks up with Rivian.NioandFiskershares gained about 2%.\nBeyond Meat, Inc. (BYND) — The alternative meat company’s shares tumbled almost 20% after reporting a wider-than-expected loss of 87 cents per share for the third quarter, compared with expectations of 39 cents per share loss. It also missed revenue estimates, bringing in $106.4 million versus the $109.2 million forecasted by Wall Street.\nSoFi Technologies Inc. (SOFI) — Digital bank SoFi’s shares jumped 13% after reporting better-than-expected quarterly results Wednesday evening. SoFi reported a loss of 5 cents per share, compared to analysts’ estimates for a loss of 9 cents per share, according to Refinitiv.\nAffirm Holdings, Inc. (AFRM) — Buy-now-pay-later darling Affirm’s shares rallied 25% in early trading after announcing an expansion of its partnership with Amazon and reported a quarterly revenue beat, recording $269.4 million versus estimates of $248.2 million. Affirm also reported a quarterly loss, according to Refinitiv.\nMarqeta, Inc. (MQ) — Shares of Marqeta, the card-issuing platform behind buy now pay later brands like Affirm and Klarna, jumped 11% after reporting strong quarterly results and a 60% increase in processing volume from the previous year.\nThe Honest Company, Inc. (HNST) — Shares of the cosmetics company increased about 8% after announcing quarterly earnings that came were in line with expectations and revenue that topped Wall Street’s forecasts, according to Refinitiv.\nWalt Disney (DIS) — Disney shares fell nearly 5% in early morning trading Thursday after missing top and bottom-line estimates for its third-quarter results. The media giant reported a profit of 37 cents per share on revenue of $18.53 billion, compared with analyst estimates of 51 cents per share on revenue of $18.79 billion, according to Refinitiv. Subscriptions for Disney+ also feel short of estimates.\nBumble Inc. (BMBL) — Shares of the dating app fell nearly 9% after reporting a loss of 6 cents per share, 6 cents below analyst estimates, according to Refinitiv. Revenue, however, came in better than expected.","news_type":1},"isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":127008525,"gmtCreate":1624799789267,"gmtModify":1633948528352,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"NIO&nbsp;[强]&nbsp;","listText":"NIO&nbsp;[强]&nbsp;","text":"NIO [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/127008525","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","pubTimestamp":1624754401,"share":"https://www.laohu8.com/m/news/1137119316?lang=&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict","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>\n<ul>\n <li>I am comparing Ford against NIO in different categories.</li>\n <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>\n <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li>\n</ul>\n<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>\n<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>\n<p><b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p>\n<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&nbsp;$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>\n<p><b>Market opportunity</b></p>\n<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>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p>\n<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&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p>\n<p>Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p>\n<p>Turning to growth projections.</p>\n<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>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p>\n<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>\n<p><b>Scale and manufacturing competence</b></p>\n<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>\n<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>\n<p>Winner here: Ford.</p>\n<p><b>Differentiation and BaaS revenue model</b></p>\n<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>\n<p>Ford is&nbsp;forming a joint venture&nbsp;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&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p>\n<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>\n<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>\n<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>\n<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>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p>\n<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>\n<p><b>Sales growth and valuation</b></p>\n<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>\n<p>Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<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>\n<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>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p>\n<p><b>NIO has larger risks...</b></p>\n<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>\n<p><b>Final verdict</b></p>\n<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>\n<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>\n<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>","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? 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The Final Verdict\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","F":"福特汽车"},"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},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864849712,"gmtCreate":1633093306587,"gmtModify":1633093306657,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864849712","repostId":"1140422142","repostType":4,"repost":{"id":"1140422142","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633091415,"share":"https://www.laohu8.com/m/news/1140422142?lang=&edition=full","pubTime":"2021-10-01 20:30","market":"us","language":"en","title":"U.S. Equity Futures Turned Higher, August Personal Income Up 0.2%M/M","url":"https://stock-news.laohu8.com/highlight/detail?id=1140422142","media":"Tiger Newspress","summary":"U.S. equity futures turned higher Friday, following on from the worst month since March 2020, as investors enter the final quarter of the year focused on inflation, energy markets and the Federal Reserve.· August Personal Income and Outlays: Income+0.2%M/M vs. +0.3% consensus and +1.1% prior. Consumer spending:+0.4%M/M to +0.6% consensus and -0.5% prior . PCE Price Index:+0.4%M/M vs. +0.3% consensus and +0.4% prior. Core PCE Price Index:+0.3%M/M vs. +0.2% consensus and +0.3% prior.· The10-year T","content":"<p>U.S. equity futures turned higher Friday, following on from the worst month since&nbsp;March&nbsp;2020, as investors enter the final quarter of the year focused on inflation, energy markets and the Federal Reserve.<img src=\"https://static.tigerbbs.com/ffebe926e90c1a99f2c50479bb9f0830\" tg-width=\"1125\" tg-height=\"420\" width=\"100%\" height=\"auto\">·&nbsp;August Personal Income and Outlays: Income<b>+0.2%</b>M/M vs. +0.3% consensus and +1.1% prior.&nbsp;Consumer spending:<b>+0.4%</b>M/M to +0.6% consensus and -0.5% prior (revised from 0.3%).&nbsp;PCE Price Index:<b>+0.4%</b>M/M vs. +0.3% consensus and +0.4% prior.&nbsp;Core PCE Price Index:<b>+0.3%</b>M/M vs. +0.2% consensus and +0.3% prior.</p>\n<p>·&nbsp;The10-year Treasury yieldticked lower Friday,under 1.5%. Earlier this week, the 10-year yield saw three-month highs above 1.567%. </p>\n<p>·&nbsp;Congress prevented a government shutdown before Thursday’s midnight deadline. President Joe Biden signed a bill that funds federal operations through Dec. 3. Passing the so-called continuing resolution avoided one crisis. However, lawmakers still need to deal with another: a looming threat of default unless Congress raises or suspends the debt ceiling before Oct. 18. </p>\n<p>·&nbsp;Biden failed to break a Democratic stalemate that threatens his domestic agenda. A group of progressive House members and two centrist Democratic senators were still miles apart on key issues late Thursday. House Speaker Nancy Pelosi originally scheduled a vote on a Senate-passed bipartisan $1 trillion infrastructure bill Thursday, but postponed it because it didn’t have the votes to pass. </p>\n<p>·&nbsp;Merck <a href=\"https://laohu8.com/S/MRK\">$(MRK)$</a> and Ridgeback Biotherapeutics plan to seek emergency authorization for their oral antiviral treatment for Covid after announcing “compelling results” in clinical trials. Dow stock Merck surged nearly 8% in Friday’s premarket. The drug, molnupiravir, reduced the risk of hospitalization or death by around 50% for patients with mild or moderate Covid cases, the companies said Friday. Molnupiravir is administered orally and works by inhibiting the replication of Covid inside the body.Pfizeris working on its own oral antiviral.Gilead Sciences’ antiviral remdesivir, which is administered through an IV, was cleared for emergency use a year ago.</p>\n<p>·&nbsp;Lordstown Motors<a href=\"https://laohu8.com/S/RIDE\">$(RIDE)$</a>– Lordstown struck a deal to sell its Ohio plant to Taiwan’sFoxconnfor $230 million, with Foxconn taking over the manufacturing of Lordstown’s full-sized electric pickup truck. It was reported earlier this week that a deal between the two sides was near. Lordstown rallied 6.3% in premarket trading.</p>\n<p>·&nbsp;Coty(COTY) – The cosmetics company’s stock gained 2% in the premarket as it announced a deal to sell another 9% stake in its Wella beauty business to private equity firmKKR(KKR). In return, KKR will redeem about half its remaining convertible preferred shares in Wella, reducing Coty’s stake to about 30.6%. Coty had sold a 60% stake in Wella to KKR last December.</p>\n<p>·&nbsp;Zoom(ZM) – Zoom andFive9(FIVN) have terminated a nearly $15 billion deal by mutual consent. Zoom had struck a deal to buy the contact center operator, but it was rejected by Five9 shareholders. The two sides will continue a partnership that had been in place prior to the proposed transaction. Zoom jumped 4% in the premarket while Five9 slid 1.4%.</p>\n<p>·&nbsp;Walt Disney(DIS) – Disney and Scarlett Johansson have settled a lawsuit involving the “Black Widow” movie. Johansson had sued Disney over the release of the movie on the Disney+ streaming service at the same time it was debuting in theaters. Terms of the settlement weren’t disclosed.</p>\n<p>·&nbsp;Wells Fargo(WFC) – Wells Fargo will have to face a shareholder fraud lawsuit involving its attempt to rebound from years of scandals. A judge rejected the bank’s moved to have the suit dismissed, saying it was plausible that statements by various Wells Fargo officials about the recovery were false or misleading.</p>\n<p>·&nbsp;Exxon Mobil(XOM) – Exxon Mobil said in an SEC filing that higher oil and gas prices could boost third-quarter earnings by as much as $1.5 billion. Exxon profits have been improving amid the rising prices as well as cost cuts by the energy giant.</p>\n<p>·&nbsp;Nio(NIO) – Nio reported deliveries of 10,628 vehicles in September, a 126% increase over a year ago for the China-based electric vehicle maker. Nio added 4% in the premarket.&nbsp;And&nbsp;Li&nbsp;Auto&nbsp;and&nbsp;Xpeng&nbsp;also&nbsp;added&nbsp;2.2%&nbsp;and&nbsp;3.8%&nbsp;in&nbsp;the&nbsp;premarket.</p>\n<p>·&nbsp;International Flavors(IFF) – The maker of food flavoring and cosmetic ingredients said Chairman and Chief Executive Officer Andreas Fibig plans to retire, although he’ll remain at the helm of the company until a successor is found. Shares added 2.5% in premarket action.</p>\n<p>·&nbsp;Jefferies Financial Group(JEF) – Jefferies reported a quarterly profit of $1.50 per share, beating the 99-cent consensus estimate, with the financial services company’s revenue also topping Wall Street forecasts. Jefferies saw its results boosted by a strong performance in its investment banking business. Jefferies gained 1.4% in the premarket.</p>\n<p>·&nbsp;MGM Resorts(MGM) – Susquehanna Financial downgraded MGM to “negative” from “neutral,” saying theDraftKings(DKNG) bid for British gambling company Entain weakens MGM’s prospects in the digital gaming and betting market.</p>\n<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>U.S. Equity Futures Turned Higher, August Personal Income Up 0.2%M/M</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Equity Futures Turned Higher, August Personal Income Up 0.2%M/M\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-01 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. equity futures turned higher Friday, following on from the worst month since&nbsp;March&nbsp;2020, as investors enter the final quarter of the year focused on inflation, energy markets and the Federal Reserve.<img src=\"https://static.tigerbbs.com/ffebe926e90c1a99f2c50479bb9f0830\" tg-width=\"1125\" tg-height=\"420\" width=\"100%\" height=\"auto\">·&nbsp;August Personal Income and Outlays: Income<b>+0.2%</b>M/M vs. +0.3% consensus and +1.1% prior.&nbsp;Consumer spending:<b>+0.4%</b>M/M to +0.6% consensus and -0.5% prior (revised from 0.3%).&nbsp;PCE Price Index:<b>+0.4%</b>M/M vs. +0.3% consensus and +0.4% prior.&nbsp;Core PCE Price Index:<b>+0.3%</b>M/M vs. +0.2% consensus and +0.3% prior.</p>\n<p>·&nbsp;The10-year Treasury yieldticked lower Friday,under 1.5%. Earlier this week, the 10-year yield saw three-month highs above 1.567%. </p>\n<p>·&nbsp;Congress prevented a government shutdown before Thursday’s midnight deadline. President Joe Biden signed a bill that funds federal operations through Dec. 3. Passing the so-called continuing resolution avoided one crisis. However, lawmakers still need to deal with another: a looming threat of default unless Congress raises or suspends the debt ceiling before Oct. 18. </p>\n<p>·&nbsp;Biden failed to break a Democratic stalemate that threatens his domestic agenda. A group of progressive House members and two centrist Democratic senators were still miles apart on key issues late Thursday. House Speaker Nancy Pelosi originally scheduled a vote on a Senate-passed bipartisan $1 trillion infrastructure bill Thursday, but postponed it because it didn’t have the votes to pass. </p>\n<p>·&nbsp;Merck <a href=\"https://laohu8.com/S/MRK\">$(MRK)$</a> and Ridgeback Biotherapeutics plan to seek emergency authorization for their oral antiviral treatment for Covid after announcing “compelling results” in clinical trials. Dow stock Merck surged nearly 8% in Friday’s premarket. The drug, molnupiravir, reduced the risk of hospitalization or death by around 50% for patients with mild or moderate Covid cases, the companies said Friday. Molnupiravir is administered orally and works by inhibiting the replication of Covid inside the body.Pfizeris working on its own oral antiviral.Gilead Sciences’ antiviral remdesivir, which is administered through an IV, was cleared for emergency use a year ago.</p>\n<p>·&nbsp;Lordstown Motors<a href=\"https://laohu8.com/S/RIDE\">$(RIDE)$</a>– Lordstown struck a deal to sell its Ohio plant to Taiwan’sFoxconnfor $230 million, with Foxconn taking over the manufacturing of Lordstown’s full-sized electric pickup truck. It was reported earlier this week that a deal between the two sides was near. Lordstown rallied 6.3% in premarket trading.</p>\n<p>·&nbsp;Coty(COTY) – The cosmetics company’s stock gained 2% in the premarket as it announced a deal to sell another 9% stake in its Wella beauty business to private equity firmKKR(KKR). In return, KKR will redeem about half its remaining convertible preferred shares in Wella, reducing Coty’s stake to about 30.6%. Coty had sold a 60% stake in Wella to KKR last December.</p>\n<p>·&nbsp;Zoom(ZM) – Zoom andFive9(FIVN) have terminated a nearly $15 billion deal by mutual consent. Zoom had struck a deal to buy the contact center operator, but it was rejected by Five9 shareholders. The two sides will continue a partnership that had been in place prior to the proposed transaction. Zoom jumped 4% in the premarket while Five9 slid 1.4%.</p>\n<p>·&nbsp;Walt Disney(DIS) – Disney and Scarlett Johansson have settled a lawsuit involving the “Black Widow” movie. Johansson had sued Disney over the release of the movie on the Disney+ streaming service at the same time it was debuting in theaters. Terms of the settlement weren’t disclosed.</p>\n<p>·&nbsp;Wells Fargo(WFC) – Wells Fargo will have to face a shareholder fraud lawsuit involving its attempt to rebound from years of scandals. A judge rejected the bank’s moved to have the suit dismissed, saying it was plausible that statements by various Wells Fargo officials about the recovery were false or misleading.</p>\n<p>·&nbsp;Exxon Mobil(XOM) – Exxon Mobil said in an SEC filing that higher oil and gas prices could boost third-quarter earnings by as much as $1.5 billion. Exxon profits have been improving amid the rising prices as well as cost cuts by the energy giant.</p>\n<p>·&nbsp;Nio(NIO) – Nio reported deliveries of 10,628 vehicles in September, a 126% increase over a year ago for the China-based electric vehicle maker. Nio added 4% in the premarket.&nbsp;And&nbsp;Li&nbsp;Auto&nbsp;and&nbsp;Xpeng&nbsp;also&nbsp;added&nbsp;2.2%&nbsp;and&nbsp;3.8%&nbsp;in&nbsp;the&nbsp;premarket.</p>\n<p>·&nbsp;International Flavors(IFF) – The maker of food flavoring and cosmetic ingredients said Chairman and Chief Executive Officer Andreas Fibig plans to retire, although he’ll remain at the helm of the company until a successor is found. Shares added 2.5% in premarket action.</p>\n<p>·&nbsp;Jefferies Financial Group(JEF) – Jefferies reported a quarterly profit of $1.50 per share, beating the 99-cent consensus estimate, with the financial services company’s revenue also topping Wall Street forecasts. Jefferies saw its results boosted by a strong performance in its investment banking business. Jefferies gained 1.4% in the premarket.</p>\n<p>·&nbsp;MGM Resorts(MGM) – Susquehanna Financial downgraded MGM to “negative” from “neutral,” saying theDraftKings(DKNG) bid for British gambling company Entain weakens MGM’s prospects in the digital gaming and betting market.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140422142","content_text":"U.S. equity futures turned higher Friday, following on from the worst month since March 2020, as investors enter the final quarter of the year focused on inflation, energy markets and the Federal Reserve.· August Personal Income and Outlays: Income+0.2%M/M vs. +0.3% consensus and +1.1% prior. Consumer spending:+0.4%M/M to +0.6% consensus and -0.5% prior (revised from 0.3%). PCE Price Index:+0.4%M/M vs. +0.3% consensus and +0.4% prior. Core PCE Price Index:+0.3%M/M vs. +0.2% consensus and +0.3% prior.\n· The10-year Treasury yieldticked lower Friday,under 1.5%. Earlier this week, the 10-year yield saw three-month highs above 1.567%. \n· Congress prevented a government shutdown before Thursday’s midnight deadline. President Joe Biden signed a bill that funds federal operations through Dec. 3. Passing the so-called continuing resolution avoided one crisis. However, lawmakers still need to deal with another: a looming threat of default unless Congress raises or suspends the debt ceiling before Oct. 18. \n· Biden failed to break a Democratic stalemate that threatens his domestic agenda. A group of progressive House members and two centrist Democratic senators were still miles apart on key issues late Thursday. House Speaker Nancy Pelosi originally scheduled a vote on a Senate-passed bipartisan $1 trillion infrastructure bill Thursday, but postponed it because it didn’t have the votes to pass. \n· Merck $(MRK)$ and Ridgeback Biotherapeutics plan to seek emergency authorization for their oral antiviral treatment for Covid after announcing “compelling results” in clinical trials. Dow stock Merck surged nearly 8% in Friday’s premarket. The drug, molnupiravir, reduced the risk of hospitalization or death by around 50% for patients with mild or moderate Covid cases, the companies said Friday. Molnupiravir is administered orally and works by inhibiting the replication of Covid inside the body.Pfizeris working on its own oral antiviral.Gilead Sciences’ antiviral remdesivir, which is administered through an IV, was cleared for emergency use a year ago.\n· Lordstown Motors$(RIDE)$– Lordstown struck a deal to sell its Ohio plant to Taiwan’sFoxconnfor $230 million, with Foxconn taking over the manufacturing of Lordstown’s full-sized electric pickup truck. It was reported earlier this week that a deal between the two sides was near. Lordstown rallied 6.3% in premarket trading.\n· Coty(COTY) – The cosmetics company’s stock gained 2% in the premarket as it announced a deal to sell another 9% stake in its Wella beauty business to private equity firmKKR(KKR). In return, KKR will redeem about half its remaining convertible preferred shares in Wella, reducing Coty’s stake to about 30.6%. Coty had sold a 60% stake in Wella to KKR last December.\n· Zoom(ZM) – Zoom andFive9(FIVN) have terminated a nearly $15 billion deal by mutual consent. Zoom had struck a deal to buy the contact center operator, but it was rejected by Five9 shareholders. The two sides will continue a partnership that had been in place prior to the proposed transaction. Zoom jumped 4% in the premarket while Five9 slid 1.4%.\n· Walt Disney(DIS) – Disney and Scarlett Johansson have settled a lawsuit involving the “Black Widow” movie. Johansson had sued Disney over the release of the movie on the Disney+ streaming service at the same time it was debuting in theaters. Terms of the settlement weren’t disclosed.\n· Wells Fargo(WFC) – Wells Fargo will have to face a shareholder fraud lawsuit involving its attempt to rebound from years of scandals. A judge rejected the bank’s moved to have the suit dismissed, saying it was plausible that statements by various Wells Fargo officials about the recovery were false or misleading.\n· Exxon Mobil(XOM) – Exxon Mobil said in an SEC filing that higher oil and gas prices could boost third-quarter earnings by as much as $1.5 billion. Exxon profits have been improving amid the rising prices as well as cost cuts by the energy giant.\n· Nio(NIO) – Nio reported deliveries of 10,628 vehicles in September, a 126% increase over a year ago for the China-based electric vehicle maker. Nio added 4% in the premarket. And Li Auto and Xpeng also added 2.2% and 3.8% in the premarket.\n· International Flavors(IFF) – The maker of food flavoring and cosmetic ingredients said Chairman and Chief Executive Officer Andreas Fibig plans to retire, although he’ll remain at the helm of the company until a successor is found. Shares added 2.5% in premarket action.\n· Jefferies Financial Group(JEF) – Jefferies reported a quarterly profit of $1.50 per share, beating the 99-cent consensus estimate, with the financial services company’s revenue also topping Wall Street forecasts. Jefferies saw its results boosted by a strong performance in its investment banking business. Jefferies gained 1.4% in the premarket.\n· MGM Resorts(MGM) – Susquehanna Financial downgraded MGM to “negative” from “neutral,” saying theDraftKings(DKNG) bid for British gambling company Entain weakens MGM’s prospects in the digital gaming and betting market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696787418,"gmtCreate":1640771261736,"gmtModify":1640771261736,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","listText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","text":"‌[财迷] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696787418","repostId":"1163674351","repostType":2,"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892774763,"gmtCreate":1628692022052,"gmtModify":1633745073200,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892774763","repostId":"2158474560","repostType":4,"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833924753,"gmtCreate":1629199499972,"gmtModify":1633686645451,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[流泪]","listText":"[流泪]","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833924753","repostId":"1163960572","repostType":4,"repost":{"id":"1163960572","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629187531,"share":"https://www.laohu8.com/m/news/1163960572?lang=&edition=full","pubTime":"2021-08-17 16:05","market":"us","language":"en","title":"China Tech Stocks Slump as Nation Issues Draft Competition Rules","url":"https://stock-news.laohu8.com/highlight/detail?id=1163960572","media":"Tiger Newspress","summary":" A wave of selling in China’s bellwether technology stocks continued for a fifth day, following Beijing’s latest moves to tighten its grip on the nation’s internet giants.China tech stocks slump in premarket trading, after China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.The wide-ranging proposals released Tuesday come after the tech-industry ministry launched a campaign last month aimed at rooting out a raft of problematic behav","content":"<p>(Aug 17)&nbsp;A wave of selling in China’s bellwether technology stocks continued for a fifth day, following Beijing’s latest moves to tighten its grip on the nation’s internet giants.</p>\n<p>China tech stocks slump in premarket trading, after China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.</p>\n<p>Baidu Inc.&nbsp;fell more than&nbsp;2% while&nbsp;Alibaba Group Holding Ltd.&nbsp;dropped by at least 3%. That followed Monday’sselloffin Chinese online game firms in the wake of state media criticism of the sector, which spilled over into U.S. trading&nbsp;overnight&nbsp;as the Securities and Exchange Commissionwarnedabout the risks of investing in Chinese stocks.</p>\n<p><img src=\"https://static.tigerbbs.com/6ad16a2d4c06459a94762f22c1916b01\" tg-width=\"371\" tg-height=\"683\" referrerpolicy=\"no-referrer\">The wide-ranging proposals released Tuesday come after the tech-industry ministry launched a campaign last month aimed at rooting out a raft of&nbsp;problematic&nbsp;behavior. It follows moves by Beijing to rein in the country’s internet leaders in areas from antitrust to data security and ride-hailing.</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>China Tech Stocks Slump as Nation Issues Draft Competition Rules</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Tech Stocks Slump as Nation Issues Draft Competition Rules\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-17 16:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 17)&nbsp;A wave of selling in China’s bellwether technology stocks continued for a fifth day, following Beijing’s latest moves to tighten its grip on the nation’s internet giants.</p>\n<p>China tech stocks slump in premarket trading, after China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.</p>\n<p>Baidu Inc.&nbsp;fell more than&nbsp;2% while&nbsp;Alibaba Group Holding Ltd.&nbsp;dropped by at least 3%. That followed Monday’sselloffin Chinese online game firms in the wake of state media criticism of the sector, which spilled over into U.S. trading&nbsp;overnight&nbsp;as the Securities and Exchange Commissionwarnedabout the risks of investing in Chinese stocks.</p>\n<p><img src=\"https://static.tigerbbs.com/6ad16a2d4c06459a94762f22c1916b01\" tg-width=\"371\" tg-height=\"683\" referrerpolicy=\"no-referrer\">The wide-ranging proposals released Tuesday come after the tech-industry ministry launched a campaign last month aimed at rooting out a raft of&nbsp;problematic&nbsp;behavior. It follows moves by Beijing to rein in the country’s internet leaders in areas from antitrust to data security and ride-hailing.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163960572","content_text":"(Aug 17) A wave of selling in China’s bellwether technology stocks continued for a fifth day, following Beijing’s latest moves to tighten its grip on the nation’s internet giants.\nChina tech stocks slump in premarket trading, after China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.\nBaidu Inc. fell more than 2% while Alibaba Group Holding Ltd. dropped by at least 3%. That followed Monday’sselloffin Chinese online game firms in the wake of state media criticism of the sector, which spilled over into U.S. trading overnight as the Securities and Exchange Commissionwarnedabout the risks of investing in Chinese stocks.\nThe wide-ranging proposals released Tuesday come after the tech-industry ministry launched a campaign last month aimed at rooting out a raft of problematic behavior. It follows moves by Beijing to rein in the country’s internet leaders in areas from antitrust to data security and ride-hailing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843777524,"gmtCreate":1635861324275,"gmtModify":1635861324275,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843777524","repostId":"1129449747","repostType":2,"repost":{"id":"1129449747","pubTimestamp":1635839802,"share":"https://www.laohu8.com/m/news/1129449747?lang=&edition=full","pubTime":"2021-11-02 15:56","market":"us","language":"en","title":"Cathie Wood Stands to Make a Lot of Money From Skillz Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1129449747","media":"InvestorPlace","summary":"SKLZ stock, while volatile, has the potential to be a 10-bagger","content":"<p>The&nbsp;<b>Ark Innovation ETF</b>(NYSEARCA:<b><u>ARKK</u></b>) bought2.1 million shares&nbsp;of&nbsp;<b>Skillz</b>(NYSE:<b><u>SKLZ</u></b>) on Oct. 21., according to&nbsp;<i>24/7 Wall St., t</i>he SKLZ stock buy brings the ETF’s total holdings of the esports gaming platform company to&nbsp;13.3 million shares.</p>\n<p>Although the SKILLZ position is only good for 0.70% of the ETF’s&nbsp;$19.4 billion&nbsp;in total assets, it’s got a shot at becoming one of the star portfolio manager’s biggest successes.</p>\n<p>Well, maybe not&nbsp;<b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) big, but significant all the same. For example, if Skillz stock miraculously reverted to its all-time high of $46.30, which it hit in February, the ETF’s Skillz shares would be worth $617.2 million and a weighting of 3.18%. That’s good for 11th position. Currently, it’s 34th.</p>\n<p>Since the share purchase, SKLZ stock has gained almost 17% through the second-last trading day in October. It’s on a roll.</p>\n<p><b>SKLZ Stock: Where to From Here?</b></p>\n<p>There is no doubt the short-sellers are battling it out with the Reddit crowd over the ultimate direction of Skillz stock. More than&nbsp;555 million shares,or 23% of its total, are sold short.</p>\n<p>A short squeeze seems possible in the near term, but the reality, like many stocks, is that neither side appears ready to take the bull by the horns.</p>\n<p>In the interim, Wood keeps building her position in the company.</p>\n<p>Over at the&nbsp;<b>ARK Next Generation Internet ETF</b>(NYSEARCA:<b><u>ARKW</u></b>), the fund holds 7.0 million shares of Skillz, good for&nbsp;22nd position&nbsp;in ARKW. So, put those two positions together, move up to $46.30 in the blink of an eye, and Ark Investment Management is sitting on a $1 billion investment.</p>\n<p>And it could get even better than that.</p>\n<p>The portfolio manager has been selling little bits of Tesla as it’s moved over $1,000 in recent weeks. On Oct. 21 and 22, she sold more than&nbsp;126,000 shares&nbsp;for proceeds of $114 million. Then on Oct. 25, she sold another 22,598 shares of Tesla.</p>\n<p>Those proceeds have to go into other stocks at some point.</p>\n<p><b>Another Successful Quarter of Sales Growth</b></p>\n<p>Skillz has been able to string together&nbsp;22 consecutive quarters&nbsp;of sales growth — profits, or should I say losses, are another story altogether — and looks likely to ring in a 23rd consecutive quarter of strong sales growth when it reports earnings in early November.</p>\n<p>The analyst estimate for Q3 2021 is $102.3 million. The company’s full-year guidance is for $375 million. That doesn’t even include its acquisition of Aarki.</p>\n<p>In July, I suggested that&nbsp;Aarki insiders&nbsp;should hang on to the four million shares of SKLZ stock they got as part of the sale to Skillz.</p>\n<p>“Between Wood’s ownership, the fact that Skillz came public through a Jeff Sagansky and Harry Sloan SPAC, and the company participates in mobile gaming, one of the hottest industries around, I think the risk-reward proposition is excellent between $15 and $20,” I wrote on July 14.</p>\n<p>“If you buy at current prices, be prepared for a lot of volatility. I would not be surprised if it tests $15 on the downside again soon. If you do buy now, I’d keep some cash on the sidelines so you can buy some more at $15 or less.”</p>\n<p>I also said that adding Aarki to the mix should help Skillz keep generating more revenue from users, commonly referred to as ARPU, or average revenue per user.</p>\n<p>In the second quarter, it reported an&nbsp;ARPU of $12.46. That was 20.4% higher than the first quarter of 2021. So if it can keep moving the needle higher, you can be sure the profits will start to roll.</p>\n<p><i>InvestorPlace’s</i>&nbsp;Alex Sirois believes that&nbsp;investors should wait to buy&nbsp;until after the third-quarter results are released before making a move.</p>\n<p>“Losses nearly quadrupled in Q2 on a year-over-year basis, rising to $79.6 million from $20.2 million a year ago. It was a similar story&nbsp;in the first quarter, with the company’s net loss widening to $53.6 million from $15.5 million in the first quarter of 2021,” Sirois stated on Oct. 28.</p>\n<p>“So, although analysts are predicting strong revenue growth, I wouldn’t jump into SKLZ stock until the company proves it can control its losses.”</p>\n<p>While I get where my colleague is coming from, the company has plenty of cash ($692.8 million) to get it through the rest of this fiscal year and all of fiscal 2022. So I would be squarely fixed on top-line growth and ARPU.</p>\n<p>If these two numbers grew sequentially and year-over-year by double digits, all’s good with the company. Worrying about losses at this point is how investors miss out and quality growth stories like Skillz.</p>\n<p>And, besides, as my colleague says, there’s a lot of good things happening in its product development at the moment. So avoid the noise and focus on what matters for SKLZ stock in the near term.</p>\n<p>While Cathie Wood has been both a buyer and seller of SKLZ stock, ultimately, I believe she’ll make out like a bandit.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Stands to Make a Lot of Money From Skillz Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Stands to Make a Lot of Money From Skillz Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-02 15:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/11/cathie-wood-stands-to-make-a-lot-of-money-from-skillz-sklz-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Ark Innovation ETF(NYSEARCA:ARKK) bought2.1 million shares of Skillz(NYSE:SKLZ) on Oct. 21., according to 24/7 Wall St., the SKLZ stock buy brings the ETF’s total holdings of the esports gaming ...</p>\n\n<a href=\"https://investorplace.com/2021/11/cathie-wood-stands-to-make-a-lot-of-money-from-skillz-sklz-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKLZ":"Skillz Inc"},"source_url":"https://investorplace.com/2021/11/cathie-wood-stands-to-make-a-lot-of-money-from-skillz-sklz-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129449747","content_text":"The Ark Innovation ETF(NYSEARCA:ARKK) bought2.1 million shares of Skillz(NYSE:SKLZ) on Oct. 21., according to 24/7 Wall St., the SKLZ stock buy brings the ETF’s total holdings of the esports gaming platform company to 13.3 million shares.\nAlthough the SKILLZ position is only good for 0.70% of the ETF’s $19.4 billion in total assets, it’s got a shot at becoming one of the star portfolio manager’s biggest successes.\nWell, maybe not Tesla(NASDAQ:TSLA) big, but significant all the same. For example, if Skillz stock miraculously reverted to its all-time high of $46.30, which it hit in February, the ETF’s Skillz shares would be worth $617.2 million and a weighting of 3.18%. That’s good for 11th position. Currently, it’s 34th.\nSince the share purchase, SKLZ stock has gained almost 17% through the second-last trading day in October. It’s on a roll.\nSKLZ Stock: Where to From Here?\nThere is no doubt the short-sellers are battling it out with the Reddit crowd over the ultimate direction of Skillz stock. More than 555 million shares,or 23% of its total, are sold short.\nA short squeeze seems possible in the near term, but the reality, like many stocks, is that neither side appears ready to take the bull by the horns.\nIn the interim, Wood keeps building her position in the company.\nOver at the ARK Next Generation Internet ETF(NYSEARCA:ARKW), the fund holds 7.0 million shares of Skillz, good for 22nd position in ARKW. So, put those two positions together, move up to $46.30 in the blink of an eye, and Ark Investment Management is sitting on a $1 billion investment.\nAnd it could get even better than that.\nThe portfolio manager has been selling little bits of Tesla as it’s moved over $1,000 in recent weeks. On Oct. 21 and 22, she sold more than 126,000 shares for proceeds of $114 million. Then on Oct. 25, she sold another 22,598 shares of Tesla.\nThose proceeds have to go into other stocks at some point.\nAnother Successful Quarter of Sales Growth\nSkillz has been able to string together 22 consecutive quarters of sales growth — profits, or should I say losses, are another story altogether — and looks likely to ring in a 23rd consecutive quarter of strong sales growth when it reports earnings in early November.\nThe analyst estimate for Q3 2021 is $102.3 million. The company’s full-year guidance is for $375 million. That doesn’t even include its acquisition of Aarki.\nIn July, I suggested that Aarki insiders should hang on to the four million shares of SKLZ stock they got as part of the sale to Skillz.\n“Between Wood’s ownership, the fact that Skillz came public through a Jeff Sagansky and Harry Sloan SPAC, and the company participates in mobile gaming, one of the hottest industries around, I think the risk-reward proposition is excellent between $15 and $20,” I wrote on July 14.\n“If you buy at current prices, be prepared for a lot of volatility. I would not be surprised if it tests $15 on the downside again soon. If you do buy now, I’d keep some cash on the sidelines so you can buy some more at $15 or less.”\nI also said that adding Aarki to the mix should help Skillz keep generating more revenue from users, commonly referred to as ARPU, or average revenue per user.\nIn the second quarter, it reported an ARPU of $12.46. That was 20.4% higher than the first quarter of 2021. So if it can keep moving the needle higher, you can be sure the profits will start to roll.\nInvestorPlace’s Alex Sirois believes that investors should wait to buy until after the third-quarter results are released before making a move.\n“Losses nearly quadrupled in Q2 on a year-over-year basis, rising to $79.6 million from $20.2 million a year ago. It was a similar story in the first quarter, with the company’s net loss widening to $53.6 million from $15.5 million in the first quarter of 2021,” Sirois stated on Oct. 28.\n“So, although analysts are predicting strong revenue growth, I wouldn’t jump into SKLZ stock until the company proves it can control its losses.”\nWhile I get where my colleague is coming from, the company has plenty of cash ($692.8 million) to get it through the rest of this fiscal year and all of fiscal 2022. So I would be squarely fixed on top-line growth and ARPU.\nIf these two numbers grew sequentially and year-over-year by double digits, all’s good with the company. Worrying about losses at this point is how investors miss out and quality growth stories like Skillz.\nAnd, besides, as my colleague says, there’s a lot of good things happening in its product development at the moment. So avoid the noise and focus on what matters for SKLZ stock in the near term.\nWhile Cathie Wood has been both a buyer and seller of SKLZ stock, ultimately, I believe she’ll make out like a bandit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855128110,"gmtCreate":1635344393380,"gmtModify":1635345062165,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[白眼]","listText":"[白眼]","text":"[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855128110","repostId":"1171813620","repostType":2,"isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692036348,"gmtCreate":1640789778963,"gmtModify":1640789779101,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","listText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","text":"‌[财迷] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692036348","repostId":"1163674351","repostType":2,"isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698095405,"gmtCreate":1640256344215,"gmtModify":1640256344215,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"‌<a href=\"\">[得意]&nbsp;</a>‌","listText":"‌<a href=\"\">[得意]&nbsp;</a>‌","text":"‌[得意] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698095405","repostId":"1173043963","repostType":2,"repost":{"id":"1173043963","pubTimestamp":1640225262,"share":"https://www.laohu8.com/m/news/1173043963?lang=&edition=full","pubTime":"2021-12-23 10:07","market":"us","language":"en","title":"Why Nio Shares Dropped Again Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1173043963","media":"Motley Fool","summary":"Chinese electric vehicle  maker Nioheld its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and continued to slide 1.34% in extended hours.Nio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with Te","content":"<p>What happened</p>\n<p>Chinese electric vehicle (EV) maker&nbsp;<b>Nio</b>(NYSE:NIO)held its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and&nbsp;continued&nbsp;to&nbsp;slide&nbsp;1.34%&nbsp;in&nbsp;extended&nbsp;hours. </p>\n<p>So what</p>\n<p>Nio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with&nbsp;<b>Tesla</b>'s(NASDAQ:TSLA)Model 3. WithTesla CEO Elon Musk making news again today, it may be that investors are shunning Nio shares for Tesla stock. But Nio has more than just the ET5 in its plans to expand from here.</p>\n<p>Now what</p>\n<p>Nio has increased its&nbsp;electric car deliveries&nbsp;by 120.4% through November 2021 versus the comparable year-ago period. But the best may still be yet to come. In addition to its new luxury ET7 sedan that will begin shipping in March 2022, the new ET5 is also expected to start deliveries in September 2022.</p>\n<p>The ET5 will be available with Nio's largest battery that will provide a range of up to about 620 miles on a single charge. And Nio CEO William Li told local media that the ET5, which was officially unveiled Saturday, has already become the most pre-ordered Nio model ever. That is according to CnEVPost, an industry news service focused on the Chinese EV sector.</p>\n<p>Nio also plans to move beyond China in 2022. It already sells its vehicles in Norway and expects to be doing business in Germany, the Netherlands, Sweden, and Denmark in 2022. The company says it will have a presence in over 25 countries by 2025. While investors have been driving shares lower recently, the company hopes its future growth and expansion efforts will eventually reverse that trend.</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>Why Nio Shares Dropped Again Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Nio Shares Dropped Again Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 10:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/22/why-nio-shares-dropped-again-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nChinese electric vehicle (EV) maker Nio(NYSE:NIO)held its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/22/why-nio-shares-dropped-again-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/12/22/why-nio-shares-dropped-again-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173043963","content_text":"What happened\nChinese electric vehicle (EV) maker Nio(NYSE:NIO)held its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and continued to slide 1.34% in extended hours. \nSo what\nNio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with Tesla's(NASDAQ:TSLA)Model 3. WithTesla CEO Elon Musk making news again today, it may be that investors are shunning Nio shares for Tesla stock. But Nio has more than just the ET5 in its plans to expand from here.\nNow what\nNio has increased its electric car deliveries by 120.4% through November 2021 versus the comparable year-ago period. But the best may still be yet to come. In addition to its new luxury ET7 sedan that will begin shipping in March 2022, the new ET5 is also expected to start deliveries in September 2022.\nThe ET5 will be available with Nio's largest battery that will provide a range of up to about 620 miles on a single charge. And Nio CEO William Li told local media that the ET5, which was officially unveiled Saturday, has already become the most pre-ordered Nio model ever. That is according to CnEVPost, an industry news service focused on the Chinese EV sector.\nNio also plans to move beyond China in 2022. It already sells its vehicles in Norway and expects to be doing business in Germany, the Netherlands, Sweden, and Denmark in 2022. The company says it will have a presence in over 25 countries by 2025. While investors have been driving shares lower recently, the company hopes its future growth and expansion efforts will eventually reverse that trend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605810346,"gmtCreate":1639143360837,"gmtModify":1639143360837,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","listText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","text":"‌[财迷] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605810346","repostId":"1185791394","repostType":2,"isVote":1,"tweetType":1,"viewCount":1016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876027023,"gmtCreate":1637246180142,"gmtModify":1637246180142,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876027023","repostId":"1124378970","repostType":2,"repost":{"id":"1124378970","pubTimestamp":1637229476,"share":"https://www.laohu8.com/m/news/1124378970?lang=&edition=full","pubTime":"2021-11-18 17:57","market":"us","language":"en","title":"NIO Stock Forecast: What To Watch For In 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1124378970","media":"seekingalpha","summary":"NIO is one of the leading pure-play new electric vehicle makers in China.We also discuss whether investors should add NIO stock now.NIO posted weak October deliveries. Nonetheless, the company is still leading total deliveries YTD among its leading pure-play peers. The competition is very close, but NIO continues to grow rapidly. The scale and immense opportunities of the Chinese market made Elon Musk famously proclaim that China will be Tesla's  largest factory and market.NIO stock has had a su","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is one of the leading pure-play new electric vehicle makers in China.</li>\n <li>The company is estimated to grow rapidly, as it expands aggressively into Europe next year.</li>\n <li>We discuss what investors should expect moving ahead in 2022 and beyond.</li>\n <li>We also discuss whether investors should add NIO stock now.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffccc5b06bd64a029e813af7f0627d6e\" tg-width=\"1536\" tg-height=\"1152\" width=\"100%\" height=\"auto\"><span>Andy Feng/iStock Editorial via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>NIO Inc. (NIO) is one of China's leading new electric vehicle (NEV) players. Despite almost&nbsp;going bankrupt&nbsp;a few years ago, the pure-play NEV player has made a tremendous comeback.</p>\n<p>NIO posted weak October deliveries. Nonetheless, the company is still leading total deliveries YTD among its leading pure-play peers. The competition is very close, but NIO continues to grow rapidly. The scale and immense opportunities of the Chinese market made Elon Musk famously proclaim that China will be Tesla's (TSLA) largest factory and market.</p>\n<p>Amid NIO stock's relatively weak performance in 2021 so far, we discuss whether it's time for investors to add the stock.</p>\n<p><b>NIO Stock YTD Performance</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c286d28256f44ca6fa6deb496e6e2c98\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>NIO stock YTD performance (as of 15 November 21).</span></p>\n<p>NIO stock has had a subpar year in 2021. While it had started the year strongly, its upward momentum collapsed following the rotation from growth to value stock in February 2021. Despite making a remarkable recovery in May, it has remained in a consolidation phase. In contrast, its Chinese NEV peers have managed better performances so far. NIO stock is currently underperforming its leading Chinese NEV peers, and Tesla stock with a YTD return of -16.8%</p>\n<p><b>NIO Operates in the World's Largest EV Market</b></p>\n<p>Despite NIO's surprising struggles, the company can count on its home market, China to support its growth. China is the #1 EV market globally, retaking the lead&nbsp;it briefly lost to Europe in 2020.</p>\n<p>BloombergNEF estimated that EV share of total China car sales will reach 25% in 2025, up from just 6% in 2020. China's government projections are slightly more conservative,putting it at 20% by 2025. However, China's EV sales outperformed these estimates as EV share of total sales&nbsp;reached 17.5% in September&nbsp;and averaged 13% YTD through September.</p>\n<p>Hence, we believe the massive secular tailwinds underpinned by China's national agenda in EV adoption will continue driving growth for NIO.</p>\n<p>Notably, the company expects China to be its most important market even as it charts its European (the world #2 EV market) expansion. NIO CEO William Li emphasized:</p>\n<blockquote>\n If we look at the global market, we can see that\n <i>China is still the biggest auto market and the biggest premium market</i>, so China will still be the most important market for us. But I believe for the markets outside of China in the long term, they should account for around 50% of the -- of all sales of our product. (from NIO's FQ3'21 earnings call)\n</blockquote>\n<p>Therefore, we expect China to continue driving the growth of the company moving forward as it scales. NIO highlighted that it currently has a maximum annual production capacity of 600K. Therefore, the company has positioned itself very well to scale its production moving forward. Considering its current YTD deliveries, we believe NIO's market opportunity is still in the early innings.</p>\n<p><b>NIO's Fledgling Market Opportunity</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01decb5c7ce129cf9fc59b2b13ccba85\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>China's leading NEV makers YTD October 21 deliveries. Data source: Various company filings, China Passenger Car Association</span></p>\n<p>BYD Company Limited (OTCPK:BYDDF) is China's leading NEV maker. Its YTD deliveries (through October 21) highlight the company's undisputed leadership. We also&nbsp;discussed BYD's thesis in a recent article. Notwithstanding, NIO continues to lead its pure-play peers on YTD deliveries. However, the competition is very close. Nonetheless, we believe that China's massive tailwinds driving EV adoptions would continue to benefit NIO and its peers.</p>\n<p>In addition, even though NIO reported underwhelming October delivery numbers, we don't believe it's a cause of concern. We will touch more on that later.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1d6d8b43b9aff12d916fdb0327e8974\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>NIO YTD October 21 deliveries by month. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28ea81aba6c5ceedc67d354d0fe0f604\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>NIO quarterly deliveries by model. Data source: Company filings</span></p>\n<p>Readers can observe the \"abnormally\" weak October delivery numbers of 3.67K. However, we are not unduly concerned about October's numbers. The company telegraphed it needed some downtime to adjust its manufacturing processes to scale ET7 (NIO's upcoming flagship sedan). Notably, the company emphasized that it has \"resumed normal production since late October.\" Li articulated (edited for brevity):</p>\n<blockquote>\n ...To prepare for further capacity expansion and new product introductions including ET7, we implemented upgrades and the restructuring of the manufacturing lines at the Hefei JAC-NIO Advanced Manufacturing Center.\n <i>Affected by the upgrades and the restructuring, we delivered 3,667 vehicles in October</i>. The plant has resumed normal production since late October. (from NIO's FQ3'21 earnings call)\n</blockquote>\n<p>Therefore, we are not too concerned with October's problems. The company guided Q4 deliveries to be between 23.5K to 25.5K. Hence, Q4 deliveries are estimated to be about 24.5K at the midpoint of NIO's guidance. Therefore, QoQ growth is estimated to be flat. Notwithstanding, if we account for October's \"abnormally\" weak numbers, the company expects strong deliveries in November and December. On average, the company expects to deliver about 10.42K units each month for November and December, respectively. That would place it in line with September's record month of 10.63K deliveries. Therefore, the worries about October's weakness have been overblown.</p>\n<p>NIO's expected deliveries for FY21 would amount to about 90.9K units. Compared to its annual production capacity of 600K units, it's clear that NIO expects to ramp production rapidly moving forward. While it might take some time to reach the 600K annualized run rate, NIO is preparing to launch 3 new products (including ET7) based on its NIO Technology Platform 2.0 in 2022. Therefore, the company is actively refreshing its slate and expects to continue its rapid delivery growth next year.</p>\n<p>Notably, the company also expects to navigate the chip supply crunch well. It has also impacted NIO in the near term. However, NIO demonstrated its capabilities on its in-house technology as Li explained that they have managed to get around those problems. Li added:</p>\n<blockquote>\n I would like to specifically mention that because the\n <i>many domain controllers in our vehicles are actually developed by ourselves in-house</i>. So if there is a shortage of certain chips in the domain controllers, our teams have the capability to quickly find the alternative and do the rapid validation and faster production of those vehicles and the chips. So because of these capabilities, we have already\n <i>resolved some chip shortage situations happened to our vehicles</i>. (from NIO's FQ3 earnings call)\n</blockquote>\n<p><b>Consensus Estimates Also Agree With NIO's Rapid Expansion</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75908e4cc1b0e008a565a8faaa67a434\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>NIO LTM revenue &amp; operating margins. Data source: S&amp;P Capital IQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/956abb3d98a0a3907c217e0c2e4b00c9\" tg-width=\"640\" tg-height=\"398\" width=\"100%\" height=\"auto\"><span>NIO est. revenue mean consensus &amp; est. EBIT margins. Data source: S&amp;P Capital IQ</span></p>\n<p>Readers can quickly glean from the first chart above that NIO has expanded its top line rapidly. Notably, it has also managed to improve its operating leverage tremendously as it scales. As explained, we believe that NIO is very early on in its profitability growth. Given that it has an annualized production capacity of 600K, NIO is still expected to grow rapidly. The company is estimated to grow its top line by a phenomenal CAGR of 77.7% through FY23.</p>\n<p>Notably, its EBIT consensus estimates also point to a lower EBIT loss margin of 2.1% in FY22. NIO is estimated to turn EBIT profitable by FY23, with an est. EBIT margin of 3.2%.</p>\n<p>Therefore, NIO investors can continue to expect the company to gain traction in its European journey and its home market. In addition, we encourage investors to pay close attention to its new product launches in 2022 as the company expects a strong delivery cadence moving forward. Notwithstanding, based on FQ4'21's guidance, November and December delivery numbers should also be impressive.</p>\n<p><b>So, is NIO Stock a Buy Now?</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b943b23fe0e9f66e7db0040c15948ce\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>NIO stock EV/NTM Revenue 3Y mean.</span></p>\n<p>NIO stock is trading at an EV/NTM Revenue of 7.9x. It has come a long way down from its January highs. Moreover, it's also just about 14% above its 3Y mean. Therefore, we believe that NIO stock's valuation seems attractive now. It's a much stronger company than it was three years ago. In addition, it has also significantly improved its operating leverage. Coupled with strong secular drivers underpinning its rapid growth ahead, we believe long-term investors would do well to sit on it. If NIO can continue to build on its delivery cadence, we think that the stock will be re-rated moving ahead in FY22. Therefore, investors should capitalize on its weakness now to add NIO stock to their portfolios.</p>\n<p>Consequently, we<i>rate NIO stock at Buy</i>.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Forecast: What To Watch For In 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Forecast: What To Watch For In 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-18 17:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4470158-nio-stock-forecast><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is one of the leading pure-play new electric vehicle makers in China.\nThe company is estimated to grow rapidly, as it expands aggressively into Europe next year.\nWe discuss what investors...</p>\n\n<a href=\"https://seekingalpha.com/article/4470158-nio-stock-forecast\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4470158-nio-stock-forecast","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124378970","content_text":"Summary\n\nNIO is one of the leading pure-play new electric vehicle makers in China.\nThe company is estimated to grow rapidly, as it expands aggressively into Europe next year.\nWe discuss what investors should expect moving ahead in 2022 and beyond.\nWe also discuss whether investors should add NIO stock now.\n\nAndy Feng/iStock Editorial via Getty Images\nInvestment Thesis\nNIO Inc. (NIO) is one of China's leading new electric vehicle (NEV) players. Despite almost going bankrupt a few years ago, the pure-play NEV player has made a tremendous comeback.\nNIO posted weak October deliveries. Nonetheless, the company is still leading total deliveries YTD among its leading pure-play peers. The competition is very close, but NIO continues to grow rapidly. The scale and immense opportunities of the Chinese market made Elon Musk famously proclaim that China will be Tesla's (TSLA) largest factory and market.\nAmid NIO stock's relatively weak performance in 2021 so far, we discuss whether it's time for investors to add the stock.\nNIO Stock YTD Performance\nNIO stock YTD performance (as of 15 November 21).\nNIO stock has had a subpar year in 2021. While it had started the year strongly, its upward momentum collapsed following the rotation from growth to value stock in February 2021. Despite making a remarkable recovery in May, it has remained in a consolidation phase. In contrast, its Chinese NEV peers have managed better performances so far. NIO stock is currently underperforming its leading Chinese NEV peers, and Tesla stock with a YTD return of -16.8%\nNIO Operates in the World's Largest EV Market\nDespite NIO's surprising struggles, the company can count on its home market, China to support its growth. China is the #1 EV market globally, retaking the lead it briefly lost to Europe in 2020.\nBloombergNEF estimated that EV share of total China car sales will reach 25% in 2025, up from just 6% in 2020. China's government projections are slightly more conservative,putting it at 20% by 2025. However, China's EV sales outperformed these estimates as EV share of total sales reached 17.5% in September and averaged 13% YTD through September.\nHence, we believe the massive secular tailwinds underpinned by China's national agenda in EV adoption will continue driving growth for NIO.\nNotably, the company expects China to be its most important market even as it charts its European (the world #2 EV market) expansion. NIO CEO William Li emphasized:\n\n If we look at the global market, we can see that\n China is still the biggest auto market and the biggest premium market, so China will still be the most important market for us. But I believe for the markets outside of China in the long term, they should account for around 50% of the -- of all sales of our product. (from NIO's FQ3'21 earnings call)\n\nTherefore, we expect China to continue driving the growth of the company moving forward as it scales. NIO highlighted that it currently has a maximum annual production capacity of 600K. Therefore, the company has positioned itself very well to scale its production moving forward. Considering its current YTD deliveries, we believe NIO's market opportunity is still in the early innings.\nNIO's Fledgling Market Opportunity\nChina's leading NEV makers YTD October 21 deliveries. Data source: Various company filings, China Passenger Car Association\nBYD Company Limited (OTCPK:BYDDF) is China's leading NEV maker. Its YTD deliveries (through October 21) highlight the company's undisputed leadership. We also discussed BYD's thesis in a recent article. Notwithstanding, NIO continues to lead its pure-play peers on YTD deliveries. However, the competition is very close. Nonetheless, we believe that China's massive tailwinds driving EV adoptions would continue to benefit NIO and its peers.\nIn addition, even though NIO reported underwhelming October delivery numbers, we don't believe it's a cause of concern. We will touch more on that later.\nNIO YTD October 21 deliveries by month. Data source: Company filings\nNIO quarterly deliveries by model. Data source: Company filings\nReaders can observe the \"abnormally\" weak October delivery numbers of 3.67K. However, we are not unduly concerned about October's numbers. The company telegraphed it needed some downtime to adjust its manufacturing processes to scale ET7 (NIO's upcoming flagship sedan). Notably, the company emphasized that it has \"resumed normal production since late October.\" Li articulated (edited for brevity):\n\n ...To prepare for further capacity expansion and new product introductions including ET7, we implemented upgrades and the restructuring of the manufacturing lines at the Hefei JAC-NIO Advanced Manufacturing Center.\n Affected by the upgrades and the restructuring, we delivered 3,667 vehicles in October. The plant has resumed normal production since late October. (from NIO's FQ3'21 earnings call)\n\nTherefore, we are not too concerned with October's problems. The company guided Q4 deliveries to be between 23.5K to 25.5K. Hence, Q4 deliveries are estimated to be about 24.5K at the midpoint of NIO's guidance. Therefore, QoQ growth is estimated to be flat. Notwithstanding, if we account for October's \"abnormally\" weak numbers, the company expects strong deliveries in November and December. On average, the company expects to deliver about 10.42K units each month for November and December, respectively. That would place it in line with September's record month of 10.63K deliveries. Therefore, the worries about October's weakness have been overblown.\nNIO's expected deliveries for FY21 would amount to about 90.9K units. Compared to its annual production capacity of 600K units, it's clear that NIO expects to ramp production rapidly moving forward. While it might take some time to reach the 600K annualized run rate, NIO is preparing to launch 3 new products (including ET7) based on its NIO Technology Platform 2.0 in 2022. Therefore, the company is actively refreshing its slate and expects to continue its rapid delivery growth next year.\nNotably, the company also expects to navigate the chip supply crunch well. It has also impacted NIO in the near term. However, NIO demonstrated its capabilities on its in-house technology as Li explained that they have managed to get around those problems. Li added:\n\n I would like to specifically mention that because the\n many domain controllers in our vehicles are actually developed by ourselves in-house. So if there is a shortage of certain chips in the domain controllers, our teams have the capability to quickly find the alternative and do the rapid validation and faster production of those vehicles and the chips. So because of these capabilities, we have already\n resolved some chip shortage situations happened to our vehicles. (from NIO's FQ3 earnings call)\n\nConsensus Estimates Also Agree With NIO's Rapid Expansion\nNIO LTM revenue & operating margins. Data source: S&P Capital IQ\nNIO est. revenue mean consensus & est. EBIT margins. Data source: S&P Capital IQ\nReaders can quickly glean from the first chart above that NIO has expanded its top line rapidly. Notably, it has also managed to improve its operating leverage tremendously as it scales. As explained, we believe that NIO is very early on in its profitability growth. Given that it has an annualized production capacity of 600K, NIO is still expected to grow rapidly. The company is estimated to grow its top line by a phenomenal CAGR of 77.7% through FY23.\nNotably, its EBIT consensus estimates also point to a lower EBIT loss margin of 2.1% in FY22. NIO is estimated to turn EBIT profitable by FY23, with an est. EBIT margin of 3.2%.\nTherefore, NIO investors can continue to expect the company to gain traction in its European journey and its home market. In addition, we encourage investors to pay close attention to its new product launches in 2022 as the company expects a strong delivery cadence moving forward. Notwithstanding, based on FQ4'21's guidance, November and December delivery numbers should also be impressive.\nSo, is NIO Stock a Buy Now?\nNIO stock EV/NTM Revenue 3Y mean.\nNIO stock is trading at an EV/NTM Revenue of 7.9x. It has come a long way down from its January highs. Moreover, it's also just about 14% above its 3Y mean. Therefore, we believe that NIO stock's valuation seems attractive now. It's a much stronger company than it was three years ago. In addition, it has also significantly improved its operating leverage. Coupled with strong secular drivers underpinning its rapid growth ahead, we believe long-term investors would do well to sit on it. If NIO can continue to build on its delivery cadence, we think that the stock will be re-rated moving ahead in FY22. Therefore, investors should capitalize on its weakness now to add NIO stock to their portfolios.\nConsequently, werate NIO stock at Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175762808,"gmtCreate":1627049607604,"gmtModify":1633768434340,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[流泪]","listText":"[流泪]","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175762808","repostId":"1130594083","repostType":4,"repost":{"id":"1130594083","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627048820,"share":"https://www.laohu8.com/m/news/1130594083?lang=&edition=full","pubTime":"2021-07-23 22:00","market":"us","language":"zh","title":"【异动】热门中概股普跌，贝壳跌超23%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130594083","media":"老虎资讯综合","summary":"7月23日，热门中概股普跌，贝壳跌超23%，滴滴跌超17%，逸仙电商跌超14%、哔哩哔哩、360数科跌超11%，每日优鲜跌超9%，叮咚买菜、拼多多跌超5%，蔚来、小鹏汽车与百度跌超4%，阿里巴巴跌超3","content":"<p>7月23日，热门中概股普跌，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超23%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌超17%，<a href=\"https://laohu8.com/S/YSG\">逸仙电商</a>跌超14%、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/QFIN\">360数科</a>跌超11%，<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>跌超9%，叮咚买菜、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超5%，蔚来、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>与百度跌超4%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/d493f636d0efd4cbadbfc5b6dc4622d2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>盘中依旧“颓废”，晚间新东方、<a href=\"https://laohu8.com/S/YQ\">一起教育科技</a>等多家机构作出回应：网传“规定”尚未公布，公司并未收到通知。</p>\n<p>同时，晚间<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>将好未来目标价从70美元降至7.6美元，评级从中性降至减持；摩根大通将高途评级从中性降至减持，目标价从37美元降至3.5美元。<img src=\"https://static.tigerbbs.com/0aa826dad0db0ae80e1a18bbb25761b2\" tg-width=\"416\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p>\n<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>【异动】热门中概股普跌，贝壳跌超23%</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【异动】热门中概股普跌，贝壳跌超23%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-23 22:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月23日，热门中概股普跌，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超23%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌超17%，<a href=\"https://laohu8.com/S/YSG\">逸仙电商</a>跌超14%、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/QFIN\">360数科</a>跌超11%，<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>跌超9%，叮咚买菜、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超5%，蔚来、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>与百度跌超4%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/d493f636d0efd4cbadbfc5b6dc4622d2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>盘中依旧“颓废”，晚间新东方、<a href=\"https://laohu8.com/S/YQ\">一起教育科技</a>等多家机构作出回应：网传“规定”尚未公布，公司并未收到通知。</p>\n<p>同时，晚间<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>将好未来目标价从70美元降至7.6美元，评级从中性降至减持；摩根大通将高途评级从中性降至减持，目标价从37美元降至3.5美元。<img src=\"https://static.tigerbbs.com/0aa826dad0db0ae80e1a18bbb25761b2\" tg-width=\"416\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF","BEKE":"贝壳"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130594083","content_text":"7月23日，热门中概股普跌，贝壳跌超23%，滴滴跌超17%，逸仙电商跌超14%、哔哩哔哩、360数科跌超11%，每日优鲜跌超9%，叮咚买菜、拼多多跌超5%，蔚来、小鹏汽车与百度跌超4%，阿里巴巴跌超3%。\n高途、好未来、新东方盘中依旧“颓废”，晚间新东方、一起教育科技等多家机构作出回应：网传“规定”尚未公布，公司并未收到通知。\n同时，晚间摩根大通将好未来目标价从70美元降至7.6美元，评级从中性降至减持；摩根大通将高途评级从中性降至减持，目标价从37美元降至3.5美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}