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TMENG88

TMENG88

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2021-11-20

$Tesla Motors(TSLA)$$Coinbase Global, Inc.(COIN)$$Apple(AAPL)$19 Nov, a memorable day for my investing journey in US market [龇牙] I believe in HODL'ing 💎👐💎 good companies by DCA is the best way to grow my FIRE portfolio [正经] I'm lucky that I'm doing pretty well till today [真香] Of course, the investing journey is like riding on roller coaster 🎢 Keep learning to build conviction and i will be able to ride through the storm 🌤 $T1mes in the market [胜利] NOT timing the market [抱拳]

2021-03-28

$Tesla Motors(TSLA)$[强]

Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.

2021-12-24

Please vote for @谋定后动I'm just a follower who learns alot from all the articles he shared. He deserve to be the Top 1 [Salute] 加油$Tesla Motors(TSLA)$$Coinbase Global, Inc.(COIN)$$Meta Platforms, Inc.(FB)$

@小虎活动:2021 Most Popular Author Voting: Who are Tiger Stars of the Year?

2021-02-22

$Baidu(BIDU)$ [看涨]

@美股研究社:搜索转型汽车推动百度价值重估，招银国际上调其目标价至377.8美元

2021-02-19

$Palantir Technologies Inc.(PLTR)$[惊讶]

Palantir stock slumps as lockup expiration opens 80% of shares for trading

2021-12-23

$Apple(AAPL)$[Duh]

Are there any bubbles in Apple stock?

2021-10-03

$Tesla Motors(TSLA)$[胜利]

@特斯拉TESLA:特斯拉2021年第三季度生产及交付报告出炉

2021-04-04

$Tesla Motors(TSLA)$[看涨] [强]

抱歉，原内容已删除

2021-07-30

$Tesla Motors(TSLA)$HODL.. Let time do the job 🚀 [得意]

Musk confirms Tesla AI Day will be on August 19

2021-07-28

$Tesla Motors(TSLA)$[胜利]

@美股研究社:Piper Sandler：给予特斯拉增持评级目标价1200美元美股研究社讯，Piper Sandler分析师Alexander Potter重申对特斯拉(TSLA.O)的增持评级，目标价为1200美元，此前该公司第二季度业绩“良好”。这只股票仍是他“信心较高的长期持有股票之一，在市场份额、完全自动驾驶软件、能源业务方面有明显的上行空间”。Potter在一份研究报告中告知投资者，特斯拉正在三大洲开展重大的新项目，运营利润率处于更高水平，而且这还不包括最近公布的每月199美元的全自动驾驶订阅所带来的边际增值影响。$特斯拉(TSLA)$

2021-06-30

$Facebook(FB)$[得意]

Facebook: Simply Unstoppable

2021-06-20

$Tesla Motors(TSLA)$[哇塞]

@特斯拉TESLA:还记得TA年轻的时候吗？

2021-04-02

$Tesla Motors(TSLA)$[看涨] [强] [财迷]

Tesla Q1 2021 Vehicle Production & Deliveries

2021-03-26

$Walt Disney(DIS)$[强] [看涨]

@美股研究社:迪士尼预进行“迪士尼乐园未来”项目对加州乐园进行改造，将于2023年前提交详细计划

2021-02-16

$Tesla Motors(TSLA)$[财迷]

Not Just Tesla: Why Big Companies are Buying into Crypto-Mania

2021-02-02

$Tesla Motors(TSLA)$加仓[得意]

2021-06-13

$Tesla Motors(TSLA)$[得意]

@小虎AV:马斯克在特斯拉位于加利福尼亚州弗里蒙特的工厂举办了一场发布会，展示了Model S Plaid。马斯克声称：它是迄今为止最快的量产车，百公里加速可以在2秒以内。续航里程400英里，最高时速200公里/小时 $特斯拉(TSLA)$ [眼眼]

2021-03-19

$Apple(AAPL)$ buy the dip [保佑]

Apple Stock Is A Strong Buy, Expert Says. Here’s Why

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>[Sly]&nbsp;&nbsp;To the moon&nbsp;","listText":"<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>[Sly]&nbsp;&nbsp;To the moon&nbsp;","text":"$Meta Platforms, Inc.(FB)$[Sly] To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696266455","repostId":"1104879344","repostType":2,"repost":{"id":"1104879344","pubTimestamp":1640692964,"share":"https://www.laohu8.com/m/news/1104879344?lang=&edition=full","pubTime":"2021-12-28 20:02","market":"us","language":"en","title":"Facebook stock could get a big boost from surging Oculus sales: analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1104879344","media":"Yahoo Finance","summary":"Meta's latest Oculus VR handset dubbed the Quest 2 appears to have been a hot gift this holiday seas","content":"<p>Meta's latest Oculus VR handset dubbed the Quest 2 appears to have been a hot gift this holiday season, underscoring one reason why shares of the social media giant remain a buy, says Jefferies analyst&nbsp;Brent Thill.</p>\n<p>Based on new research by Thill on Tuesday, the Oculus app was the number one most downloaded app in the App store on Christmas Day. 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We also see Oculus' mainstream success as a potential catalyst for game developers to work more closely with FB.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b5fc51977410835f4bf21d41b7b66fa\" tg-width=\"960\" tg-height=\"604\" width=\"100%\" height=\"auto\"><span>Oculus was a hot seller this holiday season.</span></p>\n<p>Shares of Meta rose 1% in pre-market trading Tuesday to $348. The stock was among the&nbsp;top three trending tickers on the Yahoo Finance platform.</p>\n<p>Thill — a long-time Meta bull — maintained a Buy rating on Meta with a price target of $420.</p>\n<p>While Thill acknowledges headline risk to Meta's stock from privacy concerns, he contends valuation is too compelling to ignore in light of key fundamental drivers such as Oculus.</p>\n<p>\"Our most recent advertiser checks point to a healthy environment for digital ad spending. Additionally, recent Mastercard data indicates that online retail Holiday sales were up 11% year-over-year (and 61% vs. 2019), providing further evidence that holiday ad demand was likely robust. With the stock trading at just 20x FY23E earnings per share (vs. Nasdaq comparable 26x), we see plenty of opportunity for a higher stock over the next 12 months,\" Thill concluded.</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>Facebook stock could get a big boost from surging Oculus sales: analyst</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\">\nFacebook stock could get a big boost from surging Oculus sales: analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 20:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/facebook-stock-could-get-a-big-boost-from-surging-oculus-sales-analyst-115504573.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta's latest Oculus VR handset dubbed the Quest 2 appears to have been a hot gift this holiday season, underscoring one reason why shares of the social media giant remain a buy, says Jefferies ...</p>\n\n<a href=\"https://finance.yahoo.com/news/facebook-stock-could-get-a-big-boost-from-surging-oculus-sales-analyst-115504573.html\">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://finance.yahoo.com/news/facebook-stock-could-get-a-big-boost-from-surging-oculus-sales-analyst-115504573.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104879344","content_text":"Meta's latest Oculus VR handset dubbed the Quest 2 appears to have been a hot gift this holiday season, underscoring one reason why shares of the social media giant remain a buy, says Jefferies analyst Brent Thill.\nBased on new research by Thill on Tuesday, the Oculus app was the number one most downloaded app in the App store on Christmas Day. Oculus downloads and daily active users on Christmas Day surged 70% and 90%, respectively, from the prior year.\nThe gains are impressive in the sense the Quest 2 isn't cheap at nearly $400.\n\"We view this massive uptick in app usage as evidence that the improved slate of games and experiences is resonating with users and that Quest 2 sales are likely to surprise. Quest 2s were popular gifts in our households this Christmas with 'SuperHot' and 'Eleven Table Tennis' among our favorite games,\" Thill said.\nAdded Thill, \"As teens spend an increasing amount of time on services like SNAP, TikTok, RBLX, and Fortnite it is becoming more challenging for FB to attract and retain younger users. We believe that Quest 2 could serve as an on-ramp for attracting these users, as they can more easily be introduced to FB's diverse offering of games, experiences, and social platforms. We also see Oculus' mainstream success as a potential catalyst for game developers to work more closely with FB.\nOculus was a hot seller this holiday season.\nShares of Meta rose 1% in pre-market trading Tuesday to $348. The stock was among the top three trending tickers on the Yahoo Finance platform.\nThill — a long-time Meta bull — maintained a Buy rating on Meta with a price target of $420.\nWhile Thill acknowledges headline risk to Meta's stock from privacy concerns, he contends valuation is too compelling to ignore in light of key fundamental drivers such as Oculus.\n\"Our most recent advertiser checks point to a healthy environment for digital ad spending. Additionally, recent Mastercard data indicates that online retail Holiday sales were up 11% year-over-year (and 61% vs. 2019), providing further evidence that holiday ad demand was likely robust. With the stock trading at just 20x FY23E earnings per share (vs. Nasdaq comparable 26x), we see plenty of opportunity for a higher stock over the next 12 months,\" Thill concluded.","news_type":1},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698170572,"gmtCreate":1640327610074,"gmtModify":1640328385419,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Please vote for&nbsp;<a href=\"https://laohu8.com/U/3556673506813374\">@谋定后动</a>I'm just a follower who learns alot from all the articles he shared. He deserve to be the Top 1&nbsp;[Salute]&nbsp;&nbsp;加油<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a><a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>","listText":"Please vote for&nbsp;<a href=\"https://laohu8.com/U/3556673506813374\">@谋定后动</a>I'm just a follower who learns alot from all the articles he shared. He deserve to be the Top 1&nbsp;[Salute]&nbsp;&nbsp;加油<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a><a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>","text":"Please vote for @谋定后动I'm just a follower who learns alot from all the articles he shared. He deserve to be the Top 1 [Salute] 加油$Tesla Motors(TSLA)$$Coinbase Global, Inc.(COIN)$$Meta Platforms, Inc.(FB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698170572","repostId":"605157875","repostType":1,"repost":{"id":605157875,"gmtCreate":1639134366092,"gmtModify":1639139745978,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"2021 Most Popular Author Voting: Who are Tiger Stars of the Year?","htmlText":"Welcome to voting for Tiger Stars&nbsp;(the Most Popular Authors) of 2021 in the Tiger Community!&nbsp;&nbsp; How time flies! 2021 is coming to the end. During this year, many Tigers in our community have published a lot of excellent posts in various forms, and all their contents are very informative and impressive. We really appreciate everyone's contribution! Among those authors, whose contents do you find are the most helpful to your investing? And who is your favourite?&nbsp; It's now time to express your gratitude to them! Vote for your 3 favourite authors, and you stand a chance to win Tiger coins! First, let's congratulate these 20 authors, who are selected as the nominees for the 2021 Most Popular Author, and will be awarded a New Year 2022 Tiger Desk Calendar!&nbsp;Who will be thi","listText":"Welcome to voting for Tiger Stars&nbsp;(the Most Popular Authors) of 2021 in the Tiger Community!&nbsp;&nbsp; How time flies! 2021 is coming to the end. During this year, many Tigers in our community have published a lot of excellent posts in various forms, and all their contents are very informative and impressive. We really appreciate everyone's contribution! Among those authors, whose contents do you find are the most helpful to your investing? And who is your favourite?&nbsp; It's now time to express your gratitude to them! Vote for your 3 favourite authors, and you stand a chance to win Tiger coins! First, let's congratulate these 20 authors, who are selected as the nominees for the 2021 Most Popular Author, and will be awarded a New Year 2022 Tiger Desk Calendar!&nbsp;Who will be thi","text":"Welcome to voting for Tiger Stars (the Most Popular Authors) of 2021 in the Tiger Community! How time flies! 2021 is coming to the end. During this year, many Tigers in our community have published a lot of excellent posts in various forms, and all their contents are very informative and impressive. We really appreciate everyone's contribution! Among those authors, whose contents do you find are the most helpful to your investing? And who is your favourite? It's now time to express your gratitude to them! Vote for your 3 favourite authors, and you stand a chance to win Tiger coins! First, let's congratulate these 20 authors, who are selected as the nominees for the 2021 Most Popular Author, and will be awarded a New Year 2022 Tiger Desk Calendar! Who will be thi","images":[{"img":"https://static.tigerbbs.com/b8ff522447746c1b7948eccc741079ef","width":"1430","height":"1985"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605157875","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1624,"gmtBegin":1639134488364,"gmtEnd":1640966399178,"type":1,"upper":3,"title":"Your Favorite 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href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[Victory]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[Victory]&nbsp;","text":"$Tesla Motors(TSLA)$[Victory]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698159248","repostId":"698122438","repostType":1,"repost":{"id":698122438,"gmtCreate":1640323441942,"gmtModify":1640324124091,"author":{"id":"4091840681393440","authorId":"4091840681393440","name":"特空间Tspace","avatar":"https://static.tigerbbs.com/56fcd44ef8936b812c1debc36808ab7f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"专报丨1度电能开8公里！相同电池容量下特斯拉为何续航更长？","htmlText":"近日，有业内人士在社交平台上发布了一组数据，针对三款国内时下热门纯电动轿车的配置数据及性能表现进行对比。其中，特斯拉Model 3 performance版车型性能优势明显，百公里加速仅为3.3秒，位列第一。同时，Model 3 performance的78.4kWh电池容量，可实现CLTC续航675km，而其他两款车型相关数据分别为80.9kWh/CLTC续航562km、100kWh/CLTC续航700km。也就是说，在电池容量相近的情况下，特斯拉车辆能够实现更加卓越的续航能力；而在续航相近的情况下，特斯拉电池的能量效率更加优异。这意味着，特斯拉并不仅仅专注于制造优秀的高能量密度电池，同时也在通过优化空气动力学表现、减轻车重、优化配置等来持续提升能量利用效率。同时，特斯拉车内电子系统搭载的芯片，也在不断优化升级，以此进一步提高元器件间的高效能量传输。决定一台电动车跑多远的因素是什么？特斯拉让消费者直观感受到的结果是：更高的单次续航里程，更低的能量消耗，以及更短的充电时间。将电池容量高效转化为实际续航，特斯拉三电效率超越众多同级别车型如今，在电动车行业的不断努力下，市面上绝大多数电动汽车搭载的电池组容量水平已逐渐持平。但在如何将容量高效转化为实际续航里程方面，特斯拉始终保持着领先地位。特斯拉在与国内外的汽车品牌竞争中，优势同样明显。据国内汽车媒体数据显示，搭载100kWh电池组的2019款特斯拉Model X长续航版车型，能够提供575km续航里程；而搭载电池容量相近的96.7kWh电池组的奥迪E-Tron，其续航里程为465km。在纯电轿车领域，2019款Model S标准续航版搭载75kWh电池组，续航里程为490km；作为对比，2022款保时捷Taycan搭载电池组容量高于前者，达79.2KWh，纯电续航为414km。对于特斯拉在各细分市场的优异表现，科技咨询公司Na","listText":"近日，有业内人士在社交平台上发布了一组数据，针对三款国内时下热门纯电动轿车的配置数据及性能表现进行对比。其中，特斯拉Model 3 performance版车型性能优势明显，百公里加速仅为3.3秒，位列第一。同时，Model 3 performance的78.4kWh电池容量，可实现CLTC续航675km，而其他两款车型相关数据分别为80.9kWh/CLTC续航562km、100kWh/CLTC续航700km。也就是说，在电池容量相近的情况下，特斯拉车辆能够实现更加卓越的续航能力；而在续航相近的情况下，特斯拉电池的能量效率更加优异。这意味着，特斯拉并不仅仅专注于制造优秀的高能量密度电池，同时也在通过优化空气动力学表现、减轻车重、优化配置等来持续提升能量利用效率。同时，特斯拉车内电子系统搭载的芯片，也在不断优化升级，以此进一步提高元器件间的高效能量传输。决定一台电动车跑多远的因素是什么？特斯拉让消费者直观感受到的结果是：更高的单次续航里程，更低的能量消耗，以及更短的充电时间。将电池容量高效转化为实际续航，特斯拉三电效率超越众多同级别车型如今，在电动车行业的不断努力下，市面上绝大多数电动汽车搭载的电池组容量水平已逐渐持平。但在如何将容量高效转化为实际续航里程方面，特斯拉始终保持着领先地位。特斯拉在与国内外的汽车品牌竞争中，优势同样明显。据国内汽车媒体数据显示，搭载100kWh电池组的2019款特斯拉Model X长续航版车型，能够提供575km续航里程；而搭载电池容量相近的96.7kWh电池组的奥迪E-Tron，其续航里程为465km。在纯电轿车领域，2019款Model S标准续航版搭载75kWh电池组，续航里程为490km；作为对比，2022款保时捷Taycan搭载电池组容量高于前者，达79.2KWh，纯电续航为414km。对于特斯拉在各细分市场的优异表现，科技咨询公司Na","text":"近日，有业内人士在社交平台上发布了一组数据，针对三款国内时下热门纯电动轿车的配置数据及性能表现进行对比。其中，特斯拉Model 3 performance版车型性能优势明显，百公里加速仅为3.3秒，位列第一。同时，Model 3 performance的78.4kWh电池容量，可实现CLTC续航675km，而其他两款车型相关数据分别为80.9kWh/CLTC续航562km、100kWh/CLTC续航700km。也就是说，在电池容量相近的情况下，特斯拉车辆能够实现更加卓越的续航能力；而在续航相近的情况下，特斯拉电池的能量效率更加优异。这意味着，特斯拉并不仅仅专注于制造优秀的高能量密度电池，同时也在通过优化空气动力学表现、减轻车重、优化配置等来持续提升能量利用效率。同时，特斯拉车内电子系统搭载的芯片，也在不断优化升级，以此进一步提高元器件间的高效能量传输。决定一台电动车跑多远的因素是什么？特斯拉让消费者直观感受到的结果是：更高的单次续航里程，更低的能量消耗，以及更短的充电时间。将电池容量高效转化为实际续航，特斯拉三电效率超越众多同级别车型如今，在电动车行业的不断努力下，市面上绝大多数电动汽车搭载的电池组容量水平已逐渐持平。但在如何将容量高效转化为实际续航里程方面，特斯拉始终保持着领先地位。特斯拉在与国内外的汽车品牌竞争中，优势同样明显。据国内汽车媒体数据显示，搭载100kWh电池组的2019款特斯拉Model X长续航版车型，能够提供575km续航里程；而搭载电池容量相近的96.7kWh电池组的奥迪E-Tron，其续航里程为465km。在纯电轿车领域，2019款Model S标准续航版搭载75kWh电池组，续航里程为490km；作为对比，2022款保时捷Taycan搭载电池组容量高于前者，达79.2KWh，纯电续航为414km。对于特斯拉在各细分市场的优异表现，科技咨询公司Na","images":[{"img":"https://static.tigerbbs.com/3ac65941e761ab7a27f71880a0181d34"},{"img":"https://static.tigerbbs.com/63603d1464ae38e4ae992b994a4d82c9"},{"img":"https://static.tigerbbs.com/2c23f080e6c19b6c8f573de0f3912dcc"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698122438","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691700195,"gmtCreate":1640235751425,"gmtModify":1640235756551,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>[Duh]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>[Duh]&nbsp;","text":"$Apple(AAPL)$[Duh]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/691700195","repostId":"1164467804","repostType":4,"repost":{"id":"1164467804","pubTimestamp":1640230809,"share":"https://www.laohu8.com/m/news/1164467804?lang=&edition=full","pubTime":"2021-12-23 11:40","market":"us","language":"en","title":"Are there any bubbles in Apple stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1164467804","media":"Seeking Alpha","summary":"Apple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.This has led some to say that the stock is in a bubble, as its price is rising rapidly.However, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.In this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.Apple Inc. stock has delivered a solid performance in 2021. U","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.</li>\n <li>This has led some to say that the stock is in a bubble, as its price is rising rapidly.</li>\n <li>However, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.</li>\n <li>In this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e9d29c6db997dd98e087415e7e2acfe\" tg-width=\"1536\" tg-height=\"1036\" referrerpolicy=\"no-referrer\"><span>Justin Sullivan/Getty Images News</span></p>\n<p><b>Apple Inc.</b>(AAPL) stock has delivered a solid performance in 2021. Up 35% for the year, it has solidly outperformed both the NASDAQ 100 and the S&amp;P 500. The latest in a long streak of winning years for the company, Apple’s 2021 shows that a stock is never too big to beat the market.</p>\n<p>With that said, there’s no shortage of people who think Apple’s winning run is due for a correction. In recent weeks, we’ve seen a deluge of articles claiming that AAPL is overvalued, with titles like:</p>\n<ul>\n <li><p><i>“Apple Stock is Now a Bubble.”</i></p></li>\n <li><p><i>“Why Apple Stock May Be a Bubble That’s Ready to Burst.”</i></p></li>\n <li><p><i>“Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%”</i></p></li>\n</ul>\n<p>Not all of these articles have been unambiguously bearish. A few mention positives along with negatives. But generally speaking, the sentiment that Apple is a bubble, or at least overvalued, is becoming common. If you look at&nbsp;TipRanks’ sentiment chart, it shows decisively negative sentiment toward Apple stock.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce8357bc3eaf626336dbf12b2ff1f410\" tg-width=\"485\" tg-height=\"457\" referrerpolicy=\"no-referrer\"><span>Source: TipRanks’ sentiment chart</span></p>\n<p>The bearishness of investor sentiment toward Apple becomes clear when we compare it to the sentiment toward&nbsp;<b>Meta Platforms</b>(FB). Meta, a company that is being sued for antitrust violations and getting attacked in the press daily, has a nearly perfect sentiment score. So there is no special tech curse that guarantees negative sentiment toward individual stocks in the sector. Apple’s sentiment problem is indeed its own problem.</p>\n<p><img src=\"https://static.tigerbbs.com/68bc8cf3f8fc200c2b7a9c85e69cc9f2\" tg-width=\"488\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p>\n<p>Which begs the question:</p>\n<p><i>Why?</i></p>\n<p>Apple is a wide-moat stock, one of the few tech companies that controls both hardware and software for most of its users. Many companies have attempted to copy Apple’s strategy of maximizing revenue by integrating hardware and apps, but few have succeeded at it. If you want the IOS or Mac OS experience, you need an iPhone or Mac. And billions of people want those experiences enough to pay top dollar for Apple’s products. Few other tech companies have that advantage –&nbsp;<b>Nintendo</b>(OTCPK:NTDOY) being one exception, if you count gaming as tech.</p>\n<p>This makes Apple arguably a&nbsp;wide-moat stock. You need Apple hardware to run Apple software, and people like Apple software. This gives Apple a “monopoly” on a certain collection of software experiences. It does not have a monopoly on any particular device category, but it’s the only company that can provide the integrated&nbsp;Apple ecosystem.</p>\n<p>This advantage has paid dividends to Apple shareholders – both figuratively and literally. Apple is the world’s biggest company by market cap and the&nbsp;fourth-biggest by revenue. Its revenue growth rate has slowed in recent years, but certain segments (such as watches and services) are growing faster than ever. It appears, then, that Apple still has the potential for significant profitability and growth. Accordingly, I’ll develop a bullish thesis on Apple in this article, arguing that its solid economic moat provides potential for its stock to appreciate in the future.</p>\n<p><b>Competitive Landscape</b></p>\n<p>One of the most important things to understand about Apple is its competitive position. The company operates in such a wide variety of different markets that it’s hard to pin down its business beyond simply “tech.” Technically, the company’s SIC Code (industry classification) is 7372, denoting “prepackaged software.” However, this doesn’t capture the full extent of Apple’s business activities, as it’s also involved in hardware, semiconductors,payments&nbsp;and entertainment.</p>\n<p>Some of Apple’s most noteworthy competitors include:</p>\n<ul>\n <li><p><b>Samsung</b>(OTC:SSNLF) - smartphones.</p></li>\n <li><p><b>Huawei</b>- smartphones.</p></li>\n <li><p><b>Alphabet</b>(GOOG) - smartphones, laptops, and software.</p></li>\n <li><p><b>Microsoft</b>(MSFT) - laptops.</p></li>\n <li><p><b>Dell</b>(NYSE:DELL)- laptops.</p></li>\n <li><p><b>Adobe</b>(ADBE) - creative software.</p></li>\n <li><p>And many more.</p></li>\n</ul>\n<p>A comprehensive list of Apple’s competitors would be impossible to come up with, because the company operates in so many different verticals. In addition to all the names above, Apple is arguably in competition with the big semi companies, as it sells phones and laptops with Apple chips. Apple is one of the most comprehensive tech companies around, with a massive lineup of hardware, software and services, putting it in tacit competition with dozens of companies.</p>\n<p>How is Apple doing in the industries it competes in? According to&nbsp;Counterpoint Research&nbsp;and Statista, Apple’s market shares include:</p>\n<ul>\n <li><p>Smartphones: 47% in the US and 14% globally.</p></li>\n <li><p>Laptops: 15% in the US and 7.6% globally.</p></li>\n <li><p>Smartwatches: over 50% globally.</p></li>\n <li><p>Tablets: 35% globally.</p></li>\n</ul>\n<p>On the whole, Apple is in first or second place in most of its markets. It’s behind Samsung on smartphone sales but it leads in watches and tablets. This is a pretty good market position. And it could grow over time. Some of Apple’s product categories are still fairly new. The company only just recently broke into smart watches and&nbsp;sales in the category are growing at 50%. Apple has taken heat lately for its slowing growth, but certain products within the company’s lineup are growing faster than ever. This provides potential for strong growth well into the future.</p>\n<p><b>The M1 Chip and Apple Services</b></p>\n<p>Speaking of future growth, it’s worth exploring two of Apple’s most promising categories:</p>\n<p><i>The M1 Chip and Apple Services.</i></p>\n<p>The M1 Chip (really the M1 family of chips now) is a new chip designed by Apple based on ARM architecture. The base configuration boasts:</p>\n<ul>\n <li><p>An 8-core CPU.</p></li>\n <li><p>A 7-core GPU.</p></li>\n <li><p>8 or 16 gigs of RAM (physically built into the chip).</p></li>\n <li><p>5nm process.</p></li>\n <li><p>16 billion transistors.</p></li>\n <li><p>3.2 GHZ max clock rate.</p></li>\n</ul>\n<p>Incredible specs. And on top of that, there are two new models–the M1 Pro and M1 Max–that offer improvements on the base model. It would be tedious to list detailed spec sheets for these higher end models, but one eye-popping stat is the M1 Max’s 57 billion transistors. This competes with the CPUs included in extremely high end gaming PCs. And of course, that makes newer Macs themselves viable as gaming rigs, as countless&nbsp;YouTube reviewers have noted. Apple already has a sizable market share in laptops and desktops, but with the M1 chip family, it now has a shot at capturing the gaming segment as well. Until now, that market segment has proven elusive to Apple. So, there is significant potential for accelerating growth in Apple’s computer lineup.</p>\n<p>Next up is Apple services. This is a broad category that includes streaming music, movies, books and more. This category is always expanding and could potentially drive more growth after hardware growth slows down. In the most recent quarter, service growth actually&nbsp;lagged product growth, at 25% vs 30% for the latter. However, services are promising because they’re a category that could continue to grow even after hardware products reach their total addressable market. Global smartphone sales have been&nbsp;flat-lining after years of strong growth. In this environment, it would be unrealistic to expect Apple’s hardware sales to grow as fast as they did in the past. But by selling more services to existing customers, Apple can keep growing its total revenue even as hardware sales underwhelm.</p>\n<p><b>Financials and Valuation</b></p>\n<p>Now we can turn to Apple’s financials.</p>\n<p>Apple’s most recent quarter was a&nbsp;miss on both revenue and earnings; however, the results were strong in absolute terms. In the quarter, Apple delivered:</p>\n<ul>\n <li><p>$83 billion in revenue, up 29%.</p></li>\n <li><p>$27.3 billion in operating income, up 60%.</p></li>\n <li><p>$20.5 billion in net income, up 63%.</p></li>\n <li><p>$1.24 in diluted EPS, up 69%.</p></li>\n</ul>\n<p>The company also reported $104 billion in TTM cash from operations in its fourth quarter report. That was up 28% from the year before.</p>\n<p>These were pretty solid results. Especially for a mature company. Apple is the biggest company in the world by market cap, yet its revenue and earnings are both up by growth stock levels. And this one quarter wasn’t a fluke. According to&nbsp;Seeking Alpha Quant, Apple’s five-year CAGR growth rates in the metrics listed above are:</p>\n<ul>\n <li><p>Revenue: 11%.</p></li>\n <li><p>Operating income: 12.7%.</p></li>\n <li><p>Net income: 15.7%.</p></li>\n <li><p>Diluted EPS: 22%.</p></li>\n <li><p>Cash flow: 10.7%.</p></li>\n</ul>\n<p>Again very solid for a mature company. It does look like the most recent quarter was better than average, but the long-term metrics are still very good. Which gets to the heart of this article’s thesis:</p>\n<p>Apple is definitely not a bubble stock. Its valuation is fairly steep, as it trades at 30 times earnings, 7.7 times sales, and 26 times cash flow. But the company still has plenty of growth potential. Compounded annually, its earnings are growing at 22%, and as the most recent quarter showed, it has room for acceleration. If you factor in both growth and value, you get a&nbsp;PEG ratio of just 0.43&nbsp;for the trailing 12-month period. That’s far from a bubble valuation. In fact, it looks downright cheap.</p>\n<p><b>Risks and Challenges</b></p>\n<p>While Apple is definitely an ultra-profitable company with strong growth and a moderate valuation, its stock is not without its risks. As a major hardware company, it is vulnerable to supply chain issues, and other shocks. Some major risks and challenges to the bullish thesis outlined in this article include:</p>\n<ul>\n <li><p><b>Supply chain issues.</b>The world is currently going through a chip shortage, as well as shortages of various other hi-tech parts. These problems are affecting Apple. Just recently, the company&nbsp;slashed iPhone production&nbsp;because of supply chain issues. That right before the crucial Holiday season, no less. These kinds of problems are an ever-present threat for a hardware company like Apple, which depends on a ready supply of raw materials to keep sales flowing.</p></li>\n <li><p><b>Scale.</b>Mathematically, the bigger something gets, the larger of an increase is needed to drive percentage gains equal to past ones. If you start selling $1,000 widgets and sell one your first year, you double your sales just by selling $2,000 worth the next year. If, however, ten years later, you’re selling $332 billion worth, you need customers to come up with $664 billion in the eleventh year to achieve the same growth. This is mathematically unlikely. And as it just so happens, Apple’s $83 billion Q4 revenue annualizes to $332 billion. So growth will be harder to achieve going forward.</p></li>\n <li><p><b>Disruption.</b>Apple’s business model requires that it stay on the leading edge of tech innovation. If another company comes out with something decisively superior to the iPhone, that could kill Apple’s business overnight. Apple itself&nbsp;did this once, to&nbsp;<b>BlackBerry</b>(BB), makers of the ill-fated BlackBerry Smartphone. The history of the tech industry is littered with companies eating each other's lunch, and while Apple has billions to spend on R&amp;D, you never know where the next threat will come from.</p></li>\n</ul>\n<p>The above are some very real risks for investors to keep in mind. The supply chain risk, in particular, is very real, having been cited as a problem in several quarterly reports. With that said, Apple stock has an incredible moat, decent growth, and a not-unreasonable valuation. This is definitely not a stock to short. And while the gains realized by longs will not be as good in the future as they were in the past, they should still be decent.</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>Are there any bubbles in Apple 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\">\nAre there any bubbles in Apple stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4476363-apple-stock-no-bubble><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.\nThis has led some to say that the stock is in a bubble, as its price is rising rapidly.\nHowever, Apple's stock ...</p>\n\n<a href=\"https://seekingalpha.com/article/4476363-apple-stock-no-bubble\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4476363-apple-stock-no-bubble","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164467804","content_text":"Summary\n\nApple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.\nThis has led some to say that the stock is in a bubble, as its price is rising rapidly.\nHowever, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.\nIn this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.\n\nJustin Sullivan/Getty Images News\nApple Inc.(AAPL) stock has delivered a solid performance in 2021. Up 35% for the year, it has solidly outperformed both the NASDAQ 100 and the S&P 500. The latest in a long streak of winning years for the company, Apple’s 2021 shows that a stock is never too big to beat the market.\nWith that said, there’s no shortage of people who think Apple’s winning run is due for a correction. In recent weeks, we’ve seen a deluge of articles claiming that AAPL is overvalued, with titles like:\n\n“Apple Stock is Now a Bubble.”\n“Why Apple Stock May Be a Bubble That’s Ready to Burst.”\n“Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%”\n\nNot all of these articles have been unambiguously bearish. A few mention positives along with negatives. But generally speaking, the sentiment that Apple is a bubble, or at least overvalued, is becoming common. If you look at TipRanks’ sentiment chart, it shows decisively negative sentiment toward Apple stock.\nSource: TipRanks’ sentiment chart\nThe bearishness of investor sentiment toward Apple becomes clear when we compare it to the sentiment toward Meta Platforms(FB). Meta, a company that is being sued for antitrust violations and getting attacked in the press daily, has a nearly perfect sentiment score. So there is no special tech curse that guarantees negative sentiment toward individual stocks in the sector. Apple’s sentiment problem is indeed its own problem.\n\nWhich begs the question:\nWhy?\nApple is a wide-moat stock, one of the few tech companies that controls both hardware and software for most of its users. Many companies have attempted to copy Apple’s strategy of maximizing revenue by integrating hardware and apps, but few have succeeded at it. If you want the IOS or Mac OS experience, you need an iPhone or Mac. And billions of people want those experiences enough to pay top dollar for Apple’s products. Few other tech companies have that advantage – Nintendo(OTCPK:NTDOY) being one exception, if you count gaming as tech.\nThis makes Apple arguably a wide-moat stock. You need Apple hardware to run Apple software, and people like Apple software. This gives Apple a “monopoly” on a certain collection of software experiences. It does not have a monopoly on any particular device category, but it’s the only company that can provide the integrated Apple ecosystem.\nThis advantage has paid dividends to Apple shareholders – both figuratively and literally. Apple is the world’s biggest company by market cap and the fourth-biggest by revenue. Its revenue growth rate has slowed in recent years, but certain segments (such as watches and services) are growing faster than ever. It appears, then, that Apple still has the potential for significant profitability and growth. Accordingly, I’ll develop a bullish thesis on Apple in this article, arguing that its solid economic moat provides potential for its stock to appreciate in the future.\nCompetitive Landscape\nOne of the most important things to understand about Apple is its competitive position. The company operates in such a wide variety of different markets that it’s hard to pin down its business beyond simply “tech.” Technically, the company’s SIC Code (industry classification) is 7372, denoting “prepackaged software.” However, this doesn’t capture the full extent of Apple’s business activities, as it’s also involved in hardware, semiconductors,payments and entertainment.\nSome of Apple’s most noteworthy competitors include:\n\nSamsung(OTC:SSNLF) - smartphones.\nHuawei- smartphones.\nAlphabet(GOOG) - smartphones, laptops, and software.\nMicrosoft(MSFT) - laptops.\nDell(NYSE:DELL)- laptops.\nAdobe(ADBE) - creative software.\nAnd many more.\n\nA comprehensive list of Apple’s competitors would be impossible to come up with, because the company operates in so many different verticals. In addition to all the names above, Apple is arguably in competition with the big semi companies, as it sells phones and laptops with Apple chips. Apple is one of the most comprehensive tech companies around, with a massive lineup of hardware, software and services, putting it in tacit competition with dozens of companies.\nHow is Apple doing in the industries it competes in? According to Counterpoint Research and Statista, Apple’s market shares include:\n\nSmartphones: 47% in the US and 14% globally.\nLaptops: 15% in the US and 7.6% globally.\nSmartwatches: over 50% globally.\nTablets: 35% globally.\n\nOn the whole, Apple is in first or second place in most of its markets. It’s behind Samsung on smartphone sales but it leads in watches and tablets. This is a pretty good market position. And it could grow over time. Some of Apple’s product categories are still fairly new. The company only just recently broke into smart watches and sales in the category are growing at 50%. Apple has taken heat lately for its slowing growth, but certain products within the company’s lineup are growing faster than ever. This provides potential for strong growth well into the future.\nThe M1 Chip and Apple Services\nSpeaking of future growth, it’s worth exploring two of Apple’s most promising categories:\nThe M1 Chip and Apple Services.\nThe M1 Chip (really the M1 family of chips now) is a new chip designed by Apple based on ARM architecture. The base configuration boasts:\n\nAn 8-core CPU.\nA 7-core GPU.\n8 or 16 gigs of RAM (physically built into the chip).\n5nm process.\n16 billion transistors.\n3.2 GHZ max clock rate.\n\nIncredible specs. And on top of that, there are two new models–the M1 Pro and M1 Max–that offer improvements on the base model. It would be tedious to list detailed spec sheets for these higher end models, but one eye-popping stat is the M1 Max’s 57 billion transistors. This competes with the CPUs included in extremely high end gaming PCs. And of course, that makes newer Macs themselves viable as gaming rigs, as countless YouTube reviewers have noted. Apple already has a sizable market share in laptops and desktops, but with the M1 chip family, it now has a shot at capturing the gaming segment as well. Until now, that market segment has proven elusive to Apple. So, there is significant potential for accelerating growth in Apple’s computer lineup.\nNext up is Apple services. This is a broad category that includes streaming music, movies, books and more. This category is always expanding and could potentially drive more growth after hardware growth slows down. In the most recent quarter, service growth actually lagged product growth, at 25% vs 30% for the latter. However, services are promising because they’re a category that could continue to grow even after hardware products reach their total addressable market. Global smartphone sales have been flat-lining after years of strong growth. In this environment, it would be unrealistic to expect Apple’s hardware sales to grow as fast as they did in the past. But by selling more services to existing customers, Apple can keep growing its total revenue even as hardware sales underwhelm.\nFinancials and Valuation\nNow we can turn to Apple’s financials.\nApple’s most recent quarter was a miss on both revenue and earnings; however, the results were strong in absolute terms. In the quarter, Apple delivered:\n\n$83 billion in revenue, up 29%.\n$27.3 billion in operating income, up 60%.\n$20.5 billion in net income, up 63%.\n$1.24 in diluted EPS, up 69%.\n\nThe company also reported $104 billion in TTM cash from operations in its fourth quarter report. That was up 28% from the year before.\nThese were pretty solid results. Especially for a mature company. Apple is the biggest company in the world by market cap, yet its revenue and earnings are both up by growth stock levels. And this one quarter wasn’t a fluke. According to Seeking Alpha Quant, Apple’s five-year CAGR growth rates in the metrics listed above are:\n\nRevenue: 11%.\nOperating income: 12.7%.\nNet income: 15.7%.\nDiluted EPS: 22%.\nCash flow: 10.7%.\n\nAgain very solid for a mature company. It does look like the most recent quarter was better than average, but the long-term metrics are still very good. Which gets to the heart of this article’s thesis:\nApple is definitely not a bubble stock. Its valuation is fairly steep, as it trades at 30 times earnings, 7.7 times sales, and 26 times cash flow. But the company still has plenty of growth potential. Compounded annually, its earnings are growing at 22%, and as the most recent quarter showed, it has room for acceleration. If you factor in both growth and value, you get a PEG ratio of just 0.43 for the trailing 12-month period. That’s far from a bubble valuation. In fact, it looks downright cheap.\nRisks and Challenges\nWhile Apple is definitely an ultra-profitable company with strong growth and a moderate valuation, its stock is not without its risks. As a major hardware company, it is vulnerable to supply chain issues, and other shocks. Some major risks and challenges to the bullish thesis outlined in this article include:\n\nSupply chain issues.The world is currently going through a chip shortage, as well as shortages of various other hi-tech parts. These problems are affecting Apple. Just recently, the company slashed iPhone production because of supply chain issues. That right before the crucial Holiday season, no less. These kinds of problems are an ever-present threat for a hardware company like Apple, which depends on a ready supply of raw materials to keep sales flowing.\nScale.Mathematically, the bigger something gets, the larger of an increase is needed to drive percentage gains equal to past ones. If you start selling $1,000 widgets and sell one your first year, you double your sales just by selling $2,000 worth the next year. If, however, ten years later, you’re selling $332 billion worth, you need customers to come up with $664 billion in the eleventh year to achieve the same growth. This is mathematically unlikely. And as it just so happens, Apple’s $83 billion Q4 revenue annualizes to $332 billion. So growth will be harder to achieve going forward.\nDisruption.Apple’s business model requires that it stay on the leading edge of tech innovation. If another company comes out with something decisively superior to the iPhone, that could kill Apple’s business overnight. Apple itself did this once, to BlackBerry(BB), makers of the ill-fated BlackBerry Smartphone. The history of the tech industry is littered with companies eating each other's lunch, and while Apple has billions to spend on R&D, you never know where the next threat will come from.\n\nThe above are some very real risks for investors to keep in mind. The supply chain risk, in particular, is very real, having been cited as a problem in several quarterly reports. With that said, Apple stock has an incredible moat, decent growth, and a not-unreasonable valuation. This is definitely not a stock to short. And while the gains realized by longs will not be as good in the future as they were in the past, they should still be decent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691470422,"gmtCreate":1640233819153,"gmtModify":1640233851129,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[love you]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[love you]&nbsp;","text":"$Tesla Motors(TSLA)$[love you]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691470422","repostId":"691454144","repostType":1,"repost":{"id":691454144,"gmtCreate":1640232164304,"gmtModify":1640238819031,"author":{"id":"3562909664933798","authorId":"3562909664933798","name":"特斯拉TESLA","avatar":"https://static.tigerbbs.com/2a10a299123b86d5a56448aaa04336b4","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"特斯拉的生活方式","htmlText":"\n \n \n  特斯拉——为生活打开全新方式🌈是延续家的温暖，是高效赋能，也是安全智能赋予生活多一种可能#ThisisTesla#<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;\n \n","listText":"特斯拉——为生活打开全新方式🌈是延续家的温暖，是高效赋能，也是安全智能赋予生活多一种可能#ThisisTesla#<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;","text":"特斯拉——为生活打开全新方式🌈是延续家的温暖，是高效赋能，也是安全智能赋予生活多一种可能#ThisisTesla#$特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/6da1cc4077b34d5c4d009ecba97832ab","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691454144","isVote":1,"tweetType":2,"object":{"id":"e9eec760e4b34db6bac066abcf4283af","tweetId":"691454144","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/3e7741f3387702293360255646/pWaZCu38dw0A.mp4","poster":"https://static.tigerbbs.com/6da1cc4077b34d5c4d009ecba97832ab"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690816243,"gmtCreate":1639653825935,"gmtModify":1639653921667,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[Victory]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[Victory]&nbsp;","text":"$Tesla Motors(TSLA)$[Victory]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690816243","repostId":"2191491220","repostType":2,"repost":{"id":"2191491220","pubTimestamp":1639648365,"share":"https://www.laohu8.com/m/news/2191491220?lang=&edition=full","pubTime":"2021-12-16 17:52","market":"us","language":"zh","title":"埃隆·马斯克被《时代周刊》评选为年度","url":"https://stock-news.laohu8.com/highlight/detail?id=2191491220","media":"高健","summary":"《时代周刊》杂志将2021年度人物的头衔评给了特斯拉CEO及创始人埃隆·马斯克。据悉，《时代周刊》杂志每年都会在年末评选年度人物，据悉此头衔是授予上一年最有影响力的人，并不一定被视为奖项。在过去的一年里，埃隆·马斯克将特斯拉带入万亿美元市值，SpaceX星链...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0A/06/ChMkKmG7DlyIO0wwAADpR7Bf4EIAAWqPwMtoIkAAOlf121.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>《时代周刊》杂志将2021年度人物的头衔评给了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO及创始人埃隆·马斯克。据悉，《时代周刊》杂志每年都会在年末评选年度人物，据悉此头衔是授予上一年最有影响力的人，并不一定被视为奖项。 在过去的一年里，埃隆·马斯克将特斯拉带入万亿美元市值，SpaceX星链计划稳步推进，同年他还推动了自己的另两个炫酷的项目：Neuralink脑机接口以及尚在开发中的双足<a href=\"https://laohu8.com/S/300024\">机器人</a>项目。在2021年中，互联网及科技领域全球范围内埃隆·马斯克也是充满争议和瞩目的人物。</p><p><span></span><img height=\"852\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0A/06/ChMkKmG7DlyIO0wwAADpR7Bf4EIAAWqPwMtoIkAAOlf121.jpg\" width=\"640\"/>埃隆·马斯克被《时代周刊》评选为年度人物</p><div><p><img src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0A/06/ChMkKmG7DzCIcSaDAAAVSSIZ8Z0AAWqQAECoWcAABVh247.jpg\"/></p><p><strong>硅谷钢铁侠 埃隆·马斯克的冒险人生</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> 48.4元</p><p>进入购买</p></div><div><p><img src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0A/06/ChMkKWG7DzGIZ7_cAAARyQ_hD1cAAWqQAEDAR8AABHh612.jpg\"/></p><p><strong>普诺得适配特斯拉随车充电器modely3SX家用便携式充电桩16A新能源充电枪旅行应急充电器 32A7KW 5米（<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>小程序版）</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> 1780元</p><p>进入购买</p></div><div><p><img src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0A/06/ChMkKWG7DzGIXgmeAAAXxABRz-UAAWqQAEDEwAAABfc051.jpg\"/></p><p><strong>【京选好物】【京选好物】<a href=\"https://laohu8.com/S/AAPL\">苹果</a>13车标手机壳iPhone13pro玻璃壳12/12pro保护套11皇迎 特斯拉 12(6.1)</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> 59元</p><p>进入购买</p></div><p>本文属于原创文章，如若转载，请注明来源：埃隆·马斯克被《时代周刊》评选为年度人物https://news.zol.com.cn/783/7832871.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>\n<span itemprop=\"url\">https://news.zol.com.cn/783/7832871.html</span>\n<span itemprop=\"indexUrl\">news.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://news.zol.com.cn/783/7832871.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">854</span>\n<span itemprop=\"description\">《时代周刊》杂志将2021年度人物的头衔评给了特斯拉CEO及创始人埃隆·马斯克。据悉，《时代周刊》杂志每年都会在年末评选年度人物，据悉此头衔是授予上一年最有影响力的人，并不一定被视为奖项。 在过去的一年里，埃隆·马斯克将特斯拉带入万亿美元市值，SpaceX星链...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","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>埃隆·马斯克被《时代周刊》评选为年度</title>\n<style 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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埃隆·马斯克被《时代周刊》评选为年度\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 17:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://news.zol.com.cn/783/7832871.html><strong>高健</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>《时代周刊》杂志将2021年度人物的头衔评给了特斯拉CEO及创始人埃隆·马斯克。据悉，《时代周刊》杂志每年都会在年末评选年度人物，据悉此头衔是授予上一年最有影响力的人，并不一定被视为奖项。 在过去的一年里，埃隆·马斯克将特斯拉带入万亿美元市值，SpaceX星链计划稳步推进，同年他还推动了自己的另两个炫酷的项目：Neuralink脑机接口以及尚在开发中的双足机器人项目。在2021年中，互联网及...</p>\n\n<a href=\"http://news.zol.com.cn/783/7832871.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","TSLA":"特斯拉","BK4555":"新能源车","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓"},"source_url":"http://news.zol.com.cn/783/7832871.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191491220","content_text":"《时代周刊》杂志将2021年度人物的头衔评给了特斯拉CEO及创始人埃隆·马斯克。据悉，《时代周刊》杂志每年都会在年末评选年度人物，据悉此头衔是授予上一年最有影响力的人，并不一定被视为奖项。 在过去的一年里，埃隆·马斯克将特斯拉带入万亿美元市值，SpaceX星链计划稳步推进，同年他还推动了自己的另两个炫酷的项目：Neuralink脑机接口以及尚在开发中的双足机器人项目。在2021年中，互联网及科技领域全球范围内埃隆·马斯克也是充满争议和瞩目的人物。埃隆·马斯克被《时代周刊》评选为年度人物硅谷钢铁侠 埃隆·马斯克的冒险人生[经销商] 京东商城[产品售价] 48.4元进入购买普诺得适配特斯拉随车充电器modely3SX家用便携式充电桩16A新能源充电枪旅行应急充电器 32A7KW 5米（智能小程序版）[经销商] 京东商城[产品售价] 1780元进入购买【京选好物】【京选好物】苹果13车标手机壳iPhone13pro玻璃壳12/12pro保护套11皇迎 特斯拉 12(6.1)[经销商] 京东商城[产品售价] 59元进入购买本文属于原创文章，如若转载，请注明来源：埃隆·马斯克被《时代周刊》评选为年度人物https://news.zol.com.cn/783/7832871.html\n\nhttps://news.zol.com.cn/783/7832871.html\nnews.zol.com.cn\ntrue\n中关村在线\nhttps://news.zol.com.cn/783/7832871.html\nreport\n854\n《时代周刊》杂志将2021年度人物的头衔评给了特斯拉CEO及创始人埃隆·马斯克。据悉，《时代周刊》杂志每年都会在年末评选年度人物，据悉此头衔是授予上一年最有影响力的人，并不一定被视为奖项。 在过去的一年里，埃隆·马斯克将特斯拉带入万亿美元市值，SpaceX星链...","news_type":1},"isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607993336,"gmtCreate":1639468829317,"gmtModify":1639468829880,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice 👍&nbsp;","listText":"Nice 👍&nbsp;","text":"Nice 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607993336","repostId":"1162805432","repostType":2,"isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603989468,"gmtCreate":1638351638114,"gmtModify":1638351647943,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[Cool]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[Cool]&nbsp;","text":"$Tesla Motors(TSLA)$[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603989468","repostId":"603931320","repostType":1,"repost":{"id":603931320,"gmtCreate":1638350023115,"gmtModify":1638350023115,"author":{"id":"4091840681393440","authorId":"4091840681393440","name":"特空间Tspace","avatar":"https://static.tigerbbs.com/56fcd44ef8936b812c1debc36808ab7f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"【特斯拉全球细分市场份额或将猛增至50%，华尔街机构看好中国市场突出贡献】近日，华尔街投资机构Wedbush Securities预测表示，未来几年内，在整体规模约5万亿美元的电动汽车市场中，特斯拉将占据50%的份额，而其他制造商将争夺剩余50%的市场份额。Wedbush Securities认为，得益于优秀的成本控制能力和持续增长的汽车销量，同时伴随着两座超级工厂陆续落成投产，特斯拉高速增长的态势将延续到2022年，并逐步成为占据整体市场半壁江山的电动汽车领军品牌。值得一提的是，外界对于特斯拉未来持续看好的重要原因之一，在于其在中国市场的强劲表现与无限的市场潜力，目前，每个季度特斯拉都在保持高速增长。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"【特斯拉全球细分市场份额或将猛增至50%，华尔街机构看好中国市场突出贡献】近日，华尔街投资机构Wedbush 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href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>[胜利]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>[胜利]&nbsp;","text":"$Apple(AAPL)$[胜利]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600089354","repostId":"877516107","repostType":1,"repost":{"id":877516107,"gmtCreate":1637942119780,"gmtModify":1637997483372,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"韦德布什：<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>对苹果(AAPL.O)的评级为跑赢大盘&nbsp;目标价为185美元&nbsp; 韦德布什分析师Daniel Ives现在估计苹果(AAPL.O)有望在黑色星期五周末到圣诞节期间，售出约4000万部iPhone，可能会在黑色星期五的周末售出超过1000万部iPhone。 Ives表示，尽管芯片短缺限制了iPhone在全球的供应，但如果他的预测准确的话，这将是苹果公司创纪录的假日销售速度。他称，他对苹果公司第一财季业绩的预期是“乐观的”。 Ives对苹果股票的评级为“跑赢大盘”，目标价为185美元。&nbsp;","listText":"韦德布什：<a 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Ives对苹果股票的评级为“跑赢大盘”，目标价为185美元。","images":[{"img":"https://static.tigerbbs.com/920874c0a5b0155925775c5a1dcc4e4c","width":"500","height":"313"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877516107","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875655855,"gmtCreate":1637648471749,"gmtModify":1637648472014,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[胜利]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[胜利]&nbsp;","text":"$Tesla Motors(TSLA)$[胜利]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875655855","repostId":"875602577","repostType":1,"repost":{"id":875602577,"gmtCreate":1637638172381,"gmtModify":1637638172381,"author":{"id":"3562909664933798","authorId":"3562909664933798","name":"特斯拉TESLA","avatar":"https://static.tigerbbs.com/2a10a299123b86d5a56448aaa04336b4","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"我们的使命","htmlText":"\n \n \n  我们的生态环境可能遭到不可逆的破坏可持续能源的使用会是最有效的解决办法♻️<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;存在意义也正是如此纯净之路，与特斯拉同行🚗#ThisisTesla\n \n","listText":"我们的生态环境可能遭到不可逆的破坏可持续能源的使用会是最有效的解决办法♻️<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;存在意义也正是如此纯净之路，与特斯拉同行🚗#ThisisTesla","text":"我们的生态环境可能遭到不可逆的破坏可持续能源的使用会是最有效的解决办法♻️$特斯拉(TSLA)$ 存在意义也正是如此纯净之路，与特斯拉同行🚗#ThisisTesla","images":[{"img":"https://static.tigerbbs.com/6a0c304a034ef4c16be8cad5f231a0e4","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875602577","isVote":1,"tweetType":2,"object":{"id":"337b7a6de4094dd18328cb9f41535904","tweetId":"875602577","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/722bc0e1387702291846258749/kx14aowbOS4A.mp4","poster":"https://static.tigerbbs.com/6a0c304a034ef4c16be8cad5f231a0e4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872057428,"gmtCreate":1637379917427,"gmtModify":1637379918221,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a><a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>19 Nov,&nbsp;a memorable day&nbsp;for my investing journey in US market&nbsp;[龇牙]&nbsp;I believe in HODL'ing&nbsp; 💎👐💎 good companies by DCA is the best way to&nbsp;grow my FIRE&nbsp;portfolio&nbsp;[正经]&nbsp; I'm lucky that I'm doing pretty well till today&nbsp;[真香]&nbsp;Of course, the investing journey is like riding on&nbsp;roller coaster 🎢 Keep learning to build conviction and i will be able to ride through the storm 🌤&nbsp;$T1mes in the market&nbsp;&nbsp;[胜利]&nbsp;NOT timing the market&nbsp;[抱拳]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a><a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>19 Nov,&nbsp;a memorable day&nbsp;for my investing journey in US market&nbsp;[龇牙]&nbsp;I believe in HODL'ing&nbsp; 💎👐💎 good companies by DCA is the best way to&nbsp;grow my FIRE&nbsp;portfolio&nbsp;[正经]&nbsp; I'm lucky that I'm doing pretty well till today&nbsp;[真香]&nbsp;Of course, the investing journey is like riding on&nbsp;roller coaster 🎢 Keep learning to build conviction and i will be able to ride through the storm 🌤&nbsp;$T1mes in the market&nbsp;&nbsp;[胜利]&nbsp;NOT timing the market&nbsp;[抱拳]&nbsp;","text":"$Tesla Motors(TSLA)$$Coinbase Global, Inc.(COIN)$$Apple(AAPL)$19 Nov, a memorable day for my investing journey in US market [龇牙] I believe in HODL'ing 💎👐💎 good companies by DCA is the best way to grow my FIRE portfolio [正经] I'm lucky that I'm doing pretty well till today [真香] Of course, the investing journey is like riding on roller coaster 🎢 Keep learning to build conviction and i will be able to ride through the storm 🌤 $T1mes in the market [胜利] NOT timing the market [抱拳]","images":[{"img":"https://static.tigerbbs.com/309470db58a21530e9f0db340ceaa4c8","width":"1440","height":"1409"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/872057428","isVote":1,"tweetType":1,"viewCount":1237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":846446908,"gmtCreate":1636109163943,"gmtModify":1636109164205,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQ\">$Square(SQ)$</a>Opportunity not always comes twice. Topped up&nbsp;[龇牙]&nbsp;","listText":"<a href=\"https://laohu8.com/S/SQ\">$Square(SQ)$</a>Opportunity not always comes twice. Topped up&nbsp;[龇牙]&nbsp;","text":"$Square(SQ)$Opportunity not always comes twice. Topped up [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846446908","repostId":"2181078797","repostType":2,"repost":{"id":"2181078797","pubTimestamp":1636067220,"share":"https://www.laohu8.com/m/news/2181078797?lang=&edition=full","pubTime":"2021-11-05 07:07","market":"us","language":"en","title":"Square quarterly profit jumps on bitcoin boost","url":"https://stock-news.laohu8.com/highlight/detail?id=2181078797","media":"StreetInsider","summary":"(Reuters) - Square Inc reported a nearly 60% rise in third-quarter gross profit on Thursday, fueled ","content":"<p>(Reuters) - Square Inc reported a nearly 60% rise in third-quarter gross profit on Thursday, fueled by a jump in bitcoin transactions on its peer-to-peer payment service Cash App.</p>\n<p>The payments firm, which is acquiring buy now, pay later pioneer Afterpay Ltd for $29 billion, posted gross profit of $1.13 billion in the quarter ended Sept. 30.</p>\n<p>Cash App generated $1.82 billion in bitcoin revenue, up 11% from a year earlier.</p>\n<p>But San Francisco-based Square said bitcoin revenue and gross profit decreased from the previous quarter as relative stability in the cryptocurrency's price drove down trading activity.</p>\n<p>The company, led by <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc top boss Jack Dorsey, has benefited in the past year from a pandemic-driven jump in demand for e-commerce from people staying at home.</p>\n<p>Its gross payment volumes, a measure of the transactions processed on Cash App, rose 27% to $3.7 billion.</p>\n<p>Total net revenue jumped 27% to $3.84 billion.</p>\n<p>Square&nbsp;shares&nbsp;fell&nbsp;3.75%&nbsp;in&nbsp;after-hours&nbsp;trading.<img src=\"https://static.tigerbbs.com/798fb0b96cb8651f2b144a2c0cb274f7\" tg-width=\"883\" tg-height=\"588\" width=\"100%\" height=\"auto\"></p>","source":"highlight_streetinsider","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>Square quarterly profit jumps on bitcoin boost</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{ 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{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\">\nSquare quarterly profit jumps on bitcoin boost\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-05 07:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19164057><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Square Inc reported a nearly 60% rise in third-quarter gross profit on Thursday, fueled by a jump in bitcoin transactions on its peer-to-peer payment service Cash App.\nThe payments firm, ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19164057\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19164057","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2181078797","content_text":"(Reuters) - Square Inc reported a nearly 60% rise in third-quarter gross profit on Thursday, fueled by a jump in bitcoin transactions on its peer-to-peer payment service Cash App.\nThe payments firm, which is acquiring buy now, pay later pioneer Afterpay Ltd for $29 billion, posted gross profit of $1.13 billion in the quarter ended Sept. 30.\nCash App generated $1.82 billion in bitcoin revenue, up 11% from a year earlier.\nBut San Francisco-based Square said bitcoin revenue and gross profit decreased from the previous quarter as relative stability in the cryptocurrency's price drove down trading activity.\nThe company, led by Twitter Inc top boss Jack Dorsey, has benefited in the past year from a pandemic-driven jump in demand for e-commerce from people staying at home.\nIts gross payment volumes, a measure of the transactions processed on Cash App, rose 27% to $3.7 billion.\nTotal net revenue jumped 27% to $3.84 billion.\nSquare shares fell 3.75% in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848223139,"gmtCreate":1636003698390,"gmtModify":1636003699100,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[得意]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[得意]&nbsp;","text":"$Tesla Motors(TSLA)$[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848223139","repostId":"848627696","repostType":1,"repost":{"id":848627696,"gmtCreate":1635996133370,"gmtModify":1635996133370,"author":{"id":"3562909664933798","authorId":"3562909664933798","name":"特斯拉TESLA","avatar":"https://static.tigerbbs.com/2a10a299123b86d5a56448aaa04336b4","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"特斯拉上海超级工厂搬入进博会 揭秘最受欢迎电动汽车背后的制造秘籍","htmlText":"11月5-10日，第四届中国国际进口博览会（简称“进博会”）于国家会展中心（上海）举行，近8成世界500强和行业龙头企业将齐聚进博会舞台，让这场持续4年的“东方之约”继续为提振全球经济展现“东方力量”。 作为进博会的“固定嘉宾”，全球领先的综合型可持续能源公司特斯拉将继续参展进博会。据了解，特斯拉此次创新性的将上海超级工厂“搬入”进博会展台，为现场观众全面揭示这家纯电动汽车引领者在制造方面的独家秘笈，同时还将展示特斯拉在中国本土化进程中的最新成果，力求以自身颠覆式创新和制造理念为中国新能源汽车行业注入更加强劲的动能。凭什么引领行业？ 特斯拉中国的“东方智造” 据乘用车市场信息联席会分析显示，9月新能源汽车国内零售渗透率为21.1%，1-9月渗透率为12.6%，较2020年5.8%的渗透率有明显提升。整个汽车行业已经达成共识：新能源汽车将成为全球汽车的“未来”。今年的进博会也精准把握了这一趋势，打造“智慧出行及新能源”专业委员会，为新能源汽车创造更加宏大、更为精彩的舞台。 特斯拉作为全球新能源汽车行业的领导者，不但在业绩销量和客户口碑上频频打破业界纪录，更是以其创新性的生产制造模式成为行业竞相学习的对象，特斯拉上海超级工厂也由此成为备受瞩目的行业标杆。特斯拉CEO伊隆·马斯克也在股东会上大加赞赏：“上海超级工厂是质量最优、成本最低、戏剧性事件最少的工厂，表现非常出众。” 现在，这座年产能目标超越45万辆，已经达成90%本土化零部件的超级工厂，将毫无保留的在进博会上展示其卓越的制造理念和先进技术。据悉，特斯拉将首次以白车身、冲压件、电池、电机等实物展示，结合车间实景视频和精读性展板等多种形式，全面解析上海超级工厂电机、电池、压铸、冲压、焊装、涂装、总装等车间生产制造流程，让大家可以清晰地看到明星车型背后的制造逻辑。 在特斯拉开创行业先河的压铸车间里，世界领先的6000吨压铸机将","listText":"11月5-10日，第四届中国国际进口博览会（简称“进博会”）于国家会展中心（上海）举行，近8成世界500强和行业龙头企业将齐聚进博会舞台，让这场持续4年的“东方之约”继续为提振全球经济展现“东方力量”。 作为进博会的“固定嘉宾”，全球领先的综合型可持续能源公司特斯拉将继续参展进博会。据了解，特斯拉此次创新性的将上海超级工厂“搬入”进博会展台，为现场观众全面揭示这家纯电动汽车引领者在制造方面的独家秘笈，同时还将展示特斯拉在中国本土化进程中的最新成果，力求以自身颠覆式创新和制造理念为中国新能源汽车行业注入更加强劲的动能。凭什么引领行业？ 特斯拉中国的“东方智造” 据乘用车市场信息联席会分析显示，9月新能源汽车国内零售渗透率为21.1%，1-9月渗透率为12.6%，较2020年5.8%的渗透率有明显提升。整个汽车行业已经达成共识：新能源汽车将成为全球汽车的“未来”。今年的进博会也精准把握了这一趋势，打造“智慧出行及新能源”专业委员会，为新能源汽车创造更加宏大、更为精彩的舞台。 特斯拉作为全球新能源汽车行业的领导者，不但在业绩销量和客户口碑上频频打破业界纪录，更是以其创新性的生产制造模式成为行业竞相学习的对象，特斯拉上海超级工厂也由此成为备受瞩目的行业标杆。特斯拉CEO伊隆·马斯克也在股东会上大加赞赏：“上海超级工厂是质量最优、成本最低、戏剧性事件最少的工厂，表现非常出众。” 现在，这座年产能目标超越45万辆，已经达成90%本土化零部件的超级工厂，将毫无保留的在进博会上展示其卓越的制造理念和先进技术。据悉，特斯拉将首次以白车身、冲压件、电池、电机等实物展示，结合车间实景视频和精读性展板等多种形式，全面解析上海超级工厂电机、电池、压铸、冲压、焊装、涂装、总装等车间生产制造流程，让大家可以清晰地看到明星车型背后的制造逻辑。 在特斯拉开创行业先河的压铸车间里，世界领先的6000吨压铸机将","text":"11月5-10日，第四届中国国际进口博览会（简称“进博会”）于国家会展中心（上海）举行，近8成世界500强和行业龙头企业将齐聚进博会舞台，让这场持续4年的“东方之约”继续为提振全球经济展现“东方力量”。 作为进博会的“固定嘉宾”，全球领先的综合型可持续能源公司特斯拉将继续参展进博会。据了解，特斯拉此次创新性的将上海超级工厂“搬入”进博会展台，为现场观众全面揭示这家纯电动汽车引领者在制造方面的独家秘笈，同时还将展示特斯拉在中国本土化进程中的最新成果，力求以自身颠覆式创新和制造理念为中国新能源汽车行业注入更加强劲的动能。凭什么引领行业？ 特斯拉中国的“东方智造” 据乘用车市场信息联席会分析显示，9月新能源汽车国内零售渗透率为21.1%，1-9月渗透率为12.6%，较2020年5.8%的渗透率有明显提升。整个汽车行业已经达成共识：新能源汽车将成为全球汽车的“未来”。今年的进博会也精准把握了这一趋势，打造“智慧出行及新能源”专业委员会，为新能源汽车创造更加宏大、更为精彩的舞台。 特斯拉作为全球新能源汽车行业的领导者，不但在业绩销量和客户口碑上频频打破业界纪录，更是以其创新性的生产制造模式成为行业竞相学习的对象，特斯拉上海超级工厂也由此成为备受瞩目的行业标杆。特斯拉CEO伊隆·马斯克也在股东会上大加赞赏：“上海超级工厂是质量最优、成本最低、戏剧性事件最少的工厂，表现非常出众。” 现在，这座年产能目标超越45万辆，已经达成90%本土化零部件的超级工厂，将毫无保留的在进博会上展示其卓越的制造理念和先进技术。据悉，特斯拉将首次以白车身、冲压件、电池、电机等实物展示，结合车间实景视频和精读性展板等多种形式，全面解析上海超级工厂电机、电池、压铸、冲压、焊装、涂装、总装等车间生产制造流程，让大家可以清晰地看到明星车型背后的制造逻辑。 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href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>&nbsp;公布了2021财年第三季度财务业绩报告。从Facebook三季度的成绩单来看，多项指标不及市场预期。受苹果隐私新政影响，其广告业务受到冲击拖累总营收，290亿美元的总营收低于市场预期的295亿美元；GAAP下104亿美元的经营利润，低于华尔街111亿美元的预期。三季度，Facebook面临多事之秋，苹果iOS隐私政策变化让Facebook营收承压，反垄断、青少年保护、数据安全和隐私等问题，以及近日长达7个小时的全球性宕机，导致了Facebook及其子应用群无法正常登录使用，多项不利因素让Facebook股价大幅跳水。Facebook在三季报中宣布另外500亿美元的回购计划，盘后拉涨1.79%。三季度，Facebook交出了怎样的一份成绩单呢？近日Facebook被曝出要改名元宇宙的消息，财报中还披露，从四季度开始，财报将独立披露VR/AR业务的经营情况，元宇宙会是Facebook未来实现高增长的“解药”吗？营收不及预期，用户增速放缓，用户黏性下滑财报显示，Facebook第三季度营收290.10亿美元，同比增长35%，低于市场预期的294.5亿美元。营收低于市场预期主要是因为受苹果隐私新政影响，导致精准定位用户的广告能力下降，广告投放的成本增加的同时，衡量广告投放效果的难度也提升，进而导致广告收入增长受阻。数据显示，三季度Facebook广告收入282.76亿美元，同比增长33%，略低于上一季度的285.80亿美元。需要提醒的是，去年突发的新冠疫情，让人们线下消费的行为受到影响，促使消费者转为线上消费，进而推动了数字化经济","listText":"出 品 | 异观财经作 者 | 炫夜白雪10月25日周一美股盘后，社交网络与数字广告科技巨头Facebook<a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>&nbsp;公布了2021财年第三季度财务业绩报告。从Facebook三季度的成绩单来看，多项指标不及市场预期。受苹果隐私新政影响，其广告业务受到冲击拖累总营收，290亿美元的总营收低于市场预期的295亿美元；GAAP下104亿美元的经营利润，低于华尔街111亿美元的预期。三季度，Facebook面临多事之秋，苹果iOS隐私政策变化让Facebook营收承压，反垄断、青少年保护、数据安全和隐私等问题，以及近日长达7个小时的全球性宕机，导致了Facebook及其子应用群无法正常登录使用，多项不利因素让Facebook股价大幅跳水。Facebook在三季报中宣布另外500亿美元的回购计划，盘后拉涨1.79%。三季度，Facebook交出了怎样的一份成绩单呢？近日Facebook被曝出要改名元宇宙的消息，财报中还披露，从四季度开始，财报将独立披露VR/AR业务的经营情况，元宇宙会是Facebook未来实现高增长的“解药”吗？营收不及预期，用户增速放缓，用户黏性下滑财报显示，Facebook第三季度营收290.10亿美元，同比增长35%，低于市场预期的294.5亿美元。营收低于市场预期主要是因为受苹果隐私新政影响，导致精准定位用户的广告能力下降，广告投放的成本增加的同时，衡量广告投放效果的难度也提升，进而导致广告收入增长受阻。数据显示，三季度Facebook广告收入282.76亿美元，同比增长33%，略低于上一季度的285.80亿美元。需要提醒的是，去年突发的新冠疫情，让人们线下消费的行为受到影响，促使消费者转为线上消费，进而推动了数字化经济","text":"出 品 | 异观财经作 者 | 炫夜白雪10月25日周一美股盘后，社交网络与数字广告科技巨头Facebook$Facebook(FB)$ 公布了2021财年第三季度财务业绩报告。从Facebook三季度的成绩单来看，多项指标不及市场预期。受苹果隐私新政影响，其广告业务受到冲击拖累总营收，290亿美元的总营收低于市场预期的295亿美元；GAAP下104亿美元的经营利润，低于华尔街111亿美元的预期。三季度，Facebook面临多事之秋，苹果iOS隐私政策变化让Facebook营收承压，反垄断、青少年保护、数据安全和隐私等问题，以及近日长达7个小时的全球性宕机，导致了Facebook及其子应用群无法正常登录使用，多项不利因素让Facebook股价大幅跳水。Facebook在三季报中宣布另外500亿美元的回购计划，盘后拉涨1.79%。三季度，Facebook交出了怎样的一份成绩单呢？近日Facebook被曝出要改名元宇宙的消息，财报中还披露，从四季度开始，财报将独立披露VR/AR业务的经营情况，元宇宙会是Facebook未来实现高增长的“解药”吗？营收不及预期，用户增速放缓，用户黏性下滑财报显示，Facebook第三季度营收290.10亿美元，同比增长35%，低于市场预期的294.5亿美元。营收低于市场预期主要是因为受苹果隐私新政影响，导致精准定位用户的广告能力下降，广告投放的成本增加的同时，衡量广告投放效果的难度也提升，进而导致广告收入增长受阻。数据显示，三季度Facebook广告收入282.76亿美元，同比增长33%，略低于上一季度的285.80亿美元。需要提醒的是，去年突发的新冠疫情，让人们线下消费的行为受到影响，促使消费者转为线上消费，进而推动了数字化经济","images":[{"img":"https://static.tigerbbs.com/ef6b6286313231dbae6d1a0e1da3a7fc","width":"688","height":"319"},{"img":"https://static.tigerbbs.com/411941f2a99bee140ba442e1a2880eaa","width":"688","height":"284"},{"img":"https://static.tigerbbs.com/49b934968b625d25554fef2ea14afb55","width":"664","height":"441"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852712742","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855928393,"gmtCreate":1635326614093,"gmtModify":1635326614358,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice 👍&nbsp;","listText":"Nice 👍&nbsp;","text":"Nice 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855928393","repostId":"1151393960","repostType":2,"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855928928,"gmtCreate":1635326604808,"gmtModify":1635326605036,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>🪙🪙🪙🚀🚀🚀[得意]&nbsp;","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>🪙🪙🪙🚀🚀🚀[得意]&nbsp;","text":"$Coinbase Global, Inc.(COIN)$🪙🪙🪙🚀🚀🚀[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855928928","repostId":"1151393960","repostType":2,"repost":{"id":"1151393960","pubTimestamp":1635252019,"share":"https://www.laohu8.com/m/news/1151393960?lang=&edition=full","pubTime":"2021-10-26 20:40","market":"us","language":"en","title":"Citi Initiates Coverage of Coinbase With $415 Price Target, Says 'Buy Crypto’s General Store'","url":"https://stock-news.laohu8.com/highlight/detail?id=1151393960","media":"CoinDesk","summary":"Coinbase (NASDAQ: COIN) “offers investors direct exposure to increased retail and institutional adop","content":"<p>Coinbase (NASDAQ: COIN) “offers investors direct exposure to increased retail and institutional adoption” of digital assets, Citi said in a note initiating coverage of the crypto exchange with a buy rating and a $415 price target.</p>\n<p>“For its position within the crypto value chain, a `networking-based’ business model and strategy, the undeniably very large opportunity set … yes, we believe COIN is investable,” analyst Peter Christiansen wrote in a report dated Oct. 26. Investors should “buy crypto’s general store.”</p>\n<p>Citi sees additional potential upside for the stock as the company grows its business beyond facilitating transactions.</p>\n<p>The U.S. bank also sees the exchange’s “lean forward approach to regulatory compliance” as a prospective competitive advantage in the longer term and says that not all regulation should be seen as harmful. ”To a degree, we think rising regulations could be a positive for Coinbase’s competitive positioning, particularly versus business models that predominantly rely on markets being unregulated,” the bank said.</p>\n<p>The stock and the company’s financial performance will both “likely incur a high degree of volatility” as Coinbase’s business model is directly correlated to the price of major crypto assets, Citi cautioned. That volatility makes forecasting and budgeting the business more difficult.</p>\n<p>Citi is positive on the long-term outlook for blockchain technology and crypto markets and says that “the form of the so-called crypto economy will likely remain in debate for some time, though its proliferation, driven by an exceptionally large opportunity, is here to stay, in our view.”</p>\n<p>Coinbase shares closed at $325.54 on Oct. 25.</p>","source":"lsy1572937250936","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>Citi Initiates Coverage of Coinbase With $415 Price Target, Says 'Buy Crypto’s General Store'</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\">\nCiti Initiates Coverage of Coinbase With $415 Price Target, Says 'Buy Crypto’s General Store'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 20:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/citi-initiates-coverage-coinbase-415-120500164.html><strong>CoinDesk</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coinbase (NASDAQ: COIN) “offers investors direct exposure to increased retail and institutional adoption” of digital assets, Citi said in a note initiating coverage of the crypto exchange with a buy ...</p>\n\n<a href=\"https://finance.yahoo.com/news/citi-initiates-coverage-coinbase-415-120500164.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C":"花旗","COIN":"Coinbase Global, Inc."},"source_url":"https://finance.yahoo.com/news/citi-initiates-coverage-coinbase-415-120500164.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151393960","content_text":"Coinbase (NASDAQ: COIN) “offers investors direct exposure to increased retail and institutional adoption” of digital assets, Citi said in a note initiating coverage of the crypto exchange with a buy rating and a $415 price target.\n“For its position within the crypto value chain, a `networking-based’ business model and strategy, the undeniably very large opportunity set … yes, we believe COIN is investable,” analyst Peter Christiansen wrote in a report dated Oct. 26. Investors should “buy crypto’s general store.”\nCiti sees additional potential upside for the stock as the company grows its business beyond facilitating transactions.\nThe U.S. bank also sees the exchange’s “lean forward approach to regulatory compliance” as a prospective competitive advantage in the longer term and says that not all regulation should be seen as harmful. ”To a degree, we think rising regulations could be a positive for Coinbase’s competitive positioning, particularly versus business models that predominantly rely on markets being unregulated,” the bank said.\nThe stock and the company’s financial performance will both “likely incur a high degree of volatility” as Coinbase’s business model is directly correlated to the price of major crypto assets, Citi cautioned. That volatility makes forecasting and budgeting the business more difficult.\nCiti is positive on the long-term outlook for blockchain technology and crypto markets and says that “the form of the so-called crypto economy will likely remain in debate for some time, though its proliferation, driven by an exceptionally large opportunity, is here to stay, in our view.”\nCoinbase shares closed at $325.54 on Oct. 25.","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852065455,"gmtCreate":1635224314752,"gmtModify":1635224315655,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Diamond Hand.. Towards FIRE in 5 Years&nbsp;[胜利]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Diamond Hand.. Towards FIRE in 5 Years&nbsp;[胜利]&nbsp;","text":"$Tesla Motors(TSLA)$Diamond Hand.. Towards FIRE in 5 Years [胜利]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852065455","repostId":"2178447117","repostType":2,"repost":{"id":"2178447117","pubTimestamp":1635220051,"share":"https://www.laohu8.com/m/news/2178447117?lang=&edition=full","pubTime":"2021-10-26 11:47","market":"us","language":"zh","title":"万亿美元市值俱乐部首家车企！重磅订单助攻特斯拉收获历史性时刻，六大券商梳理A股产业链上市公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2178447117","media":"金融界","summary":"最新消息面上，全球最大的汽车租赁上市公司Hertz Global称将购买10万辆特斯拉，这一订单预计将给特斯拉带来42亿美元的收入。A股特斯拉概念股10月26日早盘表现金融界网特别汇总了六大券商梳理的特斯拉产业链公司情况，以供参考。特斯拉新能源汽车产业链概况：六大券商各自梳理的特斯拉产业链上市公司：","content":"<html><body><article><p>来源：<a href=\"https://laohu8.com/S/JRJC\">金融界</a>网</p><p>金融界网10月26日消息 周一美股市场暖意洋洋，三大股指集体收涨，其中道指、标普500指数创新高，与此同时，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>也迎来自己的历史性时刻，当天特斯拉股票飙升近13％，股价突破1000美元创下历史新高，公司市值也首度超过1万亿美元。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14109351149/0\"/><p>特斯拉股价</p><p>值得关注的是，特斯拉目前是全球最高市值车企，同时也是第一个加入万亿美元公司精英俱乐部的汽车制造商，“俱乐部”其他成员包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>公司、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的母公司Alphabet。</p><p>这也让马斯克坐稳全球首富。据悉，马斯克大约三分之二的净资产直接与特斯拉的股票和期权挂钩，目前，马斯克身家已经达到了2886亿美元，约合1.84万亿人民币，超过亚马逊创始人杰夫·贝索斯，坐稳全球首富位置。</p><p>最新消息面上，全球最大的汽车租赁上市公司Hertz Global称将购买10万辆特斯拉，这一订单预计将给特斯拉带来42亿美元的收入。这一消息成为刺激特斯拉股价爆发的最直接原因，不过特斯拉的成长离不开中国市场，也离不开中国产业链的助力。</p><p>今日A股市场特斯拉概念股表现活跃，<a href=\"https://laohu8.com/S/002472\">双环传动</a>、<a href=\"https://laohu8.com/S/002384\">东山精密</a>、<a href=\"https://laohu8.com/S/002533\">金杯电工</a>等涨停。</p><p>A股特斯拉概念股10月26日早盘表现</p><p>金融界网特别汇总了六大券商梳理的特斯拉产业链公司情况，以供参考。</p><p><strong>特斯拉新能源汽车产业链概况：</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/14109351151/0\"/><p>六大券商各自梳理的特斯拉产业链上市公司：</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14109351152/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/14109351153/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/14109351154/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/14109351155/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/14109351156/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/14109351157/0\"/></article></body></html>","source":"tencent","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>万亿美元市值俱乐部首家车企！重磅订单助攻特斯拉收获历史性时刻，六大券商梳理A股产业链上市公司</title>\n<style 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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万亿美元市值俱乐部首家车企！重磅订单助攻特斯拉收获历史性时刻，六大券商梳理A股产业链上市公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 11:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110261150097a010a9b&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：金融界网金融界网10月26日消息 周一美股市场暖意洋洋，三大股指集体收涨，其中道指、标普500指数创新高，与此同时，特斯拉也迎来自己的历史性时刻，当天特斯拉股票飙升近13％，股价突破1000美元创下历史新高，公司市值也首度超过1万亿美元。特斯拉股价值得关注的是，特斯拉目前是全球最高市值车企，同时也是第一个加入万亿美元公司精英俱乐部的汽车制造商，“俱乐部”其他成员包括苹果、亚马逊公司、微软和...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110261150097a010a9b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1da1808c476bfbe9388a4202f176a117","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110261150097a010a9b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2178447117","content_text":"来源：金融界网金融界网10月26日消息 周一美股市场暖意洋洋，三大股指集体收涨，其中道指、标普500指数创新高，与此同时，特斯拉也迎来自己的历史性时刻，当天特斯拉股票飙升近13％，股价突破1000美元创下历史新高，公司市值也首度超过1万亿美元。特斯拉股价值得关注的是，特斯拉目前是全球最高市值车企，同时也是第一个加入万亿美元公司精英俱乐部的汽车制造商，“俱乐部”其他成员包括苹果、亚马逊公司、微软和谷歌的母公司Alphabet。这也让马斯克坐稳全球首富。据悉，马斯克大约三分之二的净资产直接与特斯拉的股票和期权挂钩，目前，马斯克身家已经达到了2886亿美元，约合1.84万亿人民币，超过亚马逊创始人杰夫·贝索斯，坐稳全球首富位置。最新消息面上，全球最大的汽车租赁上市公司Hertz Global称将购买10万辆特斯拉，这一订单预计将给特斯拉带来42亿美元的收入。这一消息成为刺激特斯拉股价爆发的最直接原因，不过特斯拉的成长离不开中国市场，也离不开中国产业链的助力。今日A股市场特斯拉概念股表现活跃，双环传动、东山精密、金杯电工等涨停。A股特斯拉概念股10月26日早盘表现金融界网特别汇总了六大券商梳理的特斯拉产业链公司情况，以供参考。特斯拉新能源汽车产业链概况：六大券商各自梳理的特斯拉产业链上市公司：","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851311489,"gmtCreate":1634869388449,"gmtModify":1634869388712,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[冷漠]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[冷漠]&nbsp;","text":"$Tesla Motors(TSLA)$[冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851311489","repostId":"853453806","repostType":1,"repost":{"id":853453806,"gmtCreate":1634830761934,"gmtModify":1634866566845,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"瑞穗：将特斯拉(TSLA.O)目标价上调至950美元 维持买入评级<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>瑞穗分析师Vijay Rakesh将对特斯拉(TSLA.O)的目标价从825美元上调至950美元，并维持对该股的买入评级。Rakesh在一份研究报告中告诉投资者，即使特斯拉斯拉有强大的能力降低成本，管理层仍表示注意到了供应链方面的限制和商品成本的上升。另外，4680电池仍处于测试阶段。该分析师继续看好特斯拉定位，称其将在电动汽车驾驶方面实现长期增长。","listText":"瑞穗：将特斯拉(TSLA.O)目标价上调至950美元 维持买入评级<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>瑞穗分析师Vijay Rakesh将对特斯拉(TSLA.O)的目标价从825美元上调至950美元，并维持对该股的买入评级。Rakesh在一份研究报告中告诉投资者，即使特斯拉斯拉有强大的能力降低成本，管理层仍表示注意到了供应链方面的限制和商品成本的上升。另外，4680电池仍处于测试阶段。该分析师继续看好特斯拉定位，称其将在电动汽车驾驶方面实现长期增长。","text":"瑞穗：将特斯拉(TSLA.O)目标价上调至950美元 维持买入评级$特斯拉(TSLA)$瑞穗分析师Vijay Rakesh将对特斯拉(TSLA.O)的目标价从825美元上调至950美元，并维持对该股的买入评级。Rakesh在一份研究报告中告诉投资者，即使特斯拉斯拉有强大的能力降低成本，管理层仍表示注意到了供应链方面的限制和商品成本的上升。另外，4680电池仍处于测试阶段。该分析师继续看好特斯拉定位，称其将在电动汽车驾驶方面实现长期增长。","images":[{"img":"https://static.tigerbbs.com/b3a7e3cd0cffd0c82c503f1047f71cce","width":"414","height":"322"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853453806","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853153157,"gmtCreate":1634781839552,"gmtModify":1634781840504,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[胜利]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[胜利]&nbsp;","text":"$Tesla Motors(TSLA)$[胜利]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853153157","repostId":"853114072","repostType":1,"repost":{"id":853114072,"gmtCreate":1634779481867,"gmtModify":1634779615718,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"特斯拉高管解读财报，马斯克首次缺席电话会议","htmlText":"美股研究社获悉，据凤凰网财经消息，<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp; CEO 埃隆・马斯克 (Elon Musk) 周三首次没有出席特斯拉财报电话会议，成为美国少有的几位不参加这一例行仪式的顶级高管之一。马斯克在 7 月份的电话会议上已表示，未来他不一定要出席电话会议，除非“有非常重要的事情需要我来宣布”。在电话会议上，特斯拉CFO扎克·柯克霍恩表示，特斯拉已经实现了每年100万辆汽车的年化生产效率。虽然Model S和Model X需要一些时间才能恢复到以前的产量，但他很乐观。他补充说，尽管特斯拉的交付量几乎翻了一番，但其仍面临供应链短缺的严峻挑战，工厂仍未能满负荷生产。在储能方面，Powerwall和Megapack的生产越来越好，4680电池的生产也取得了一些进展，明年初将交付首批配备4680电池的汽车。同时，Model S也恢复了正毛利率。对于备受关注的价值2.5万美元的汽车，特斯拉表示，这款车型正在研发中心，估计仍有望在2023年发布。然而，就目前而言，由于产能有限，特斯拉主要专注于Cybertruck和Model Y等车辆的生产。至于监管可能收紧有关，特斯拉高级副总裁Andrew Baglino指出，特斯拉正在与美国的安全监管机构合作。他表示，特斯拉将安全作为其汽车开发的关键支柱，真正能做的就是尽可能透明。“我们期待并接受这种审查。我们将安全视为重中之重。我们将继续对我们的软件开发方式保持透明。”在被问及最新的保险业务时，特斯拉方面表示，现在的保险根据一些有限的数据制定保险价格，这就导致守规矩的司机在为高风险的司机分担保险费用，这并不公平。目前看来，特斯拉的安全评分系统正在发挥作用。已有约有15万辆汽车使用这一安全评分系统，值得注意的是，使用安全评分系","listText":"美股研究社获悉，据凤凰网财经消息，<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp; CEO 埃隆・马斯克 (Elon Musk) 周三首次没有出席特斯拉财报电话会议，成为美国少有的几位不参加这一例行仪式的顶级高管之一。马斯克在 7 月份的电话会议上已表示，未来他不一定要出席电话会议，除非“有非常重要的事情需要我来宣布”。在电话会议上，特斯拉CFO扎克·柯克霍恩表示，特斯拉已经实现了每年100万辆汽车的年化生产效率。虽然Model S和Model X需要一些时间才能恢复到以前的产量，但他很乐观。他补充说，尽管特斯拉的交付量几乎翻了一番，但其仍面临供应链短缺的严峻挑战，工厂仍未能满负荷生产。在储能方面，Powerwall和Megapack的生产越来越好，4680电池的生产也取得了一些进展，明年初将交付首批配备4680电池的汽车。同时，Model S也恢复了正毛利率。对于备受关注的价值2.5万美元的汽车，特斯拉表示，这款车型正在研发中心，估计仍有望在2023年发布。然而，就目前而言，由于产能有限，特斯拉主要专注于Cybertruck和Model Y等车辆的生产。至于监管可能收紧有关，特斯拉高级副总裁Andrew Baglino指出，特斯拉正在与美国的安全监管机构合作。他表示，特斯拉将安全作为其汽车开发的关键支柱，真正能做的就是尽可能透明。“我们期待并接受这种审查。我们将安全视为重中之重。我们将继续对我们的软件开发方式保持透明。”在被问及最新的保险业务时，特斯拉方面表示，现在的保险根据一些有限的数据制定保险价格，这就导致守规矩的司机在为高风险的司机分担保险费用，这并不公平。目前看来，特斯拉的安全评分系统正在发挥作用。已有约有15万辆汽车使用这一安全评分系统，值得注意的是，使用安全评分系","text":"美股研究社获悉，据凤凰网财经消息，$特斯拉(TSLA)$ CEO 埃隆・马斯克 (Elon Musk) 周三首次没有出席特斯拉财报电话会议，成为美国少有的几位不参加这一例行仪式的顶级高管之一。马斯克在 7 月份的电话会议上已表示，未来他不一定要出席电话会议，除非“有非常重要的事情需要我来宣布”。在电话会议上，特斯拉CFO扎克·柯克霍恩表示，特斯拉已经实现了每年100万辆汽车的年化生产效率。虽然Model S和Model X需要一些时间才能恢复到以前的产量，但他很乐观。他补充说，尽管特斯拉的交付量几乎翻了一番，但其仍面临供应链短缺的严峻挑战，工厂仍未能满负荷生产。在储能方面，Powerwall和Megapack的生产越来越好，4680电池的生产也取得了一些进展，明年初将交付首批配备4680电池的汽车。同时，Model S也恢复了正毛利率。对于备受关注的价值2.5万美元的汽车，特斯拉表示，这款车型正在研发中心，估计仍有望在2023年发布。然而，就目前而言，由于产能有限，特斯拉主要专注于Cybertruck和Model Y等车辆的生产。至于监管可能收紧有关，特斯拉高级副总裁Andrew Baglino指出，特斯拉正在与美国的安全监管机构合作。他表示，特斯拉将安全作为其汽车开发的关键支柱，真正能做的就是尽可能透明。“我们期待并接受这种审查。我们将安全视为重中之重。我们将继续对我们的软件开发方式保持透明。”在被问及最新的保险业务时，特斯拉方面表示，现在的保险根据一些有限的数据制定保险价格，这就导致守规矩的司机在为高风险的司机分担保险费用，这并不公平。目前看来，特斯拉的安全评分系统正在发挥作用。已有约有15万辆汽车使用这一安全评分系统，值得注意的是，使用安全评分系","images":[{"img":"https://static.tigerbbs.com/52890a852f050e61370075f4ac9e98ed","width":"1153","height":"500"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853114072","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":872057428,"gmtCreate":1637379917427,"gmtModify":1637379918221,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a><a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>19 Nov,&nbsp;a memorable day&nbsp;for my investing journey in US market&nbsp;[龇牙]&nbsp;I believe in HODL'ing&nbsp; 💎👐💎 good companies by DCA is the best way to&nbsp;grow my FIRE&nbsp;portfolio&nbsp;[正经]&nbsp; I'm lucky that I'm doing pretty well till today&nbsp;[真香]&nbsp;Of course, the investing journey is like riding on&nbsp;roller coaster 🎢 Keep learning to build conviction and i will be able to ride through the storm 🌤&nbsp;$T1mes in the market&nbsp;&nbsp;[胜利]&nbsp;NOT timing the market&nbsp;[抱拳]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a><a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>19 Nov,&nbsp;a memorable day&nbsp;for my investing journey in US market&nbsp;[龇牙]&nbsp;I believe in HODL'ing&nbsp; 💎👐💎 good companies by DCA is the best way to&nbsp;grow my FIRE&nbsp;portfolio&nbsp;[正经]&nbsp; I'm lucky that I'm doing pretty well till today&nbsp;[真香]&nbsp;Of course, the investing journey is like riding on&nbsp;roller coaster 🎢 Keep learning to build conviction and i will be able to ride through the storm 🌤&nbsp;$T1mes in the market&nbsp;&nbsp;[胜利]&nbsp;NOT timing the market&nbsp;[抱拳]&nbsp;","text":"$Tesla Motors(TSLA)$$Coinbase Global, Inc.(COIN)$$Apple(AAPL)$19 Nov, a memorable day for my investing journey in US market [龇牙] I believe in HODL'ing 💎👐💎 good companies by DCA is the best way to grow my FIRE portfolio [正经] I'm lucky that I'm doing pretty well till today [真香] Of course, the investing journey is like riding on roller coaster 🎢 Keep learning to build conviction and i will be able to ride through the storm 🌤 $T1mes in the market [胜利] NOT timing the market [抱拳]","images":[{"img":"https://static.tigerbbs.com/309470db58a21530e9f0db340ceaa4c8","width":"1440","height":"1409"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/872057428","isVote":1,"tweetType":1,"viewCount":1237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":352817830,"gmtCreate":1616927374020,"gmtModify":1634523509001,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[强]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[强]&nbsp;","text":"$Tesla Motors(TSLA)$[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/352817830","repostId":"1111192234","repostType":4,"repost":{"id":"1111192234","pubTimestamp":1616772179,"share":"https://www.laohu8.com/m/news/1111192234?lang=&edition=full","pubTime":"2021-03-26 23:22","market":"us","language":"en","title":"Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","media":"Barrons","summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","content":"<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p>\n<p>Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p>\n<p>Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p>\n<p>So far the market isn’t feeling charitable. But the sample size is only one stock.</p>\n<p>NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p>\n<p>For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p>\n<p>Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p>\n<p>RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p>\n<p>Spak rates Tesla stock Hold and has a $725 price target for shares.</p>\n<p>In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p>\n<p>Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.</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\">\nTesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111192234","content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.\nTesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698170572,"gmtCreate":1640327610074,"gmtModify":1640328385419,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Please vote for&nbsp;<a href=\"https://laohu8.com/U/3556673506813374\">@谋定后动</a>I'm just a follower who learns alot from all the articles he shared. He deserve to be the Top 1&nbsp;[Salute]&nbsp;&nbsp;加油<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a><a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>","listText":"Please vote for&nbsp;<a href=\"https://laohu8.com/U/3556673506813374\">@谋定后动</a>I'm just a follower who learns alot from all the articles he shared. He deserve to be the Top 1&nbsp;[Salute]&nbsp;&nbsp;加油<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a><a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>","text":"Please vote for @谋定后动I'm just a follower who learns alot from all the articles he shared. He deserve to be the Top 1 [Salute] 加油$Tesla Motors(TSLA)$$Coinbase Global, Inc.(COIN)$$Meta Platforms, Inc.(FB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698170572","repostId":"605157875","repostType":1,"repost":{"id":605157875,"gmtCreate":1639134366092,"gmtModify":1639139745978,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"2021 Most Popular Author Voting: Who are Tiger Stars of the Year?","htmlText":"Welcome to voting for Tiger Stars&nbsp;(the Most Popular Authors) of 2021 in the Tiger Community!&nbsp;&nbsp; How time flies! 2021 is coming to the end. During this year, many Tigers in our community have published a lot of excellent posts in various forms, and all their contents are very informative and impressive. We really appreciate everyone's contribution! Among those authors, whose contents do you find are the most helpful to your investing? And who is your favourite?&nbsp; It's now time to express your gratitude to them! Vote for your 3 favourite authors, and you stand a chance to win Tiger coins! First, let's congratulate these 20 authors, who are selected as the nominees for the 2021 Most Popular Author, and will be awarded a New Year 2022 Tiger Desk Calendar!&nbsp;Who will be thi","listText":"Welcome to voting for Tiger Stars&nbsp;(the Most Popular Authors) of 2021 in the Tiger Community!&nbsp;&nbsp; How time flies! 2021 is coming to the end. During this year, many Tigers in our community have published a lot of excellent posts in various forms, and all their contents are very informative and impressive. We really appreciate everyone's contribution! Among those authors, whose contents do you find are the most helpful to your investing? And who is your favourite?&nbsp; It's now time to express your gratitude to them! Vote for your 3 favourite authors, and you stand a chance to win Tiger coins! First, let's congratulate these 20 authors, who are selected as the nominees for the 2021 Most Popular Author, and will be awarded a New Year 2022 Tiger Desk Calendar!&nbsp;Who will be thi","text":"Welcome to voting for Tiger Stars (the Most Popular Authors) of 2021 in the Tiger Community! How time flies! 2021 is coming to the end. During this year, many Tigers in our community have published a lot of excellent posts in various forms, and all their contents are very informative and impressive. We really appreciate everyone's contribution! Among those authors, whose contents do you find are the most helpful to your investing? And who is your favourite? It's now time to express your gratitude to them! Vote for your 3 favourite authors, and you stand a chance to win Tiger coins! First, let's congratulate these 20 authors, who are selected as the nominees for the 2021 Most Popular Author, and will be awarded a New Year 2022 Tiger Desk Calendar! Who will be thi","images":[{"img":"https://static.tigerbbs.com/b8ff522447746c1b7948eccc741079ef","width":"1430","height":"1985"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605157875","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1624,"gmtBegin":1639134488364,"gmtEnd":1640966399178,"type":1,"upper":3,"title":"Your Favorite 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href=\"https://laohu8.com/S/BIDU\">$Baidu(BIDU)$</a>&nbsp;[看涨]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BIDU\">$Baidu(BIDU)$</a>&nbsp;[看涨]&nbsp;","text":"$Baidu(BIDU)$ [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/360723272","repostId":"360718783","repostType":1,"repost":{"id":360718783,"gmtCreate":1613977487642,"gmtModify":1613977487642,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"搜索转型汽车推动百度价值重估，招银国际上调其目标价至377.8美元","htmlText":"智通财经APP获悉,<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>&nbsp;(BIDU.US)4Q20业绩稳健，收入/调整后每股收益同比+5%/-24%，高于市场一致预期1%/18%。由于广告反弹、非广告收入显著增长，1Q21E收入指引超预期5%。管理层指引非广告TAM为广告业务10倍。基于百度在智能驾驶、ASD技术(AVP，ANP)和AI Cloud上的进展，我们看好商业化落地加速的可预见性，有望拉动估值进一步释放。我们将其21/22E财年收入预测上调4%/10%，基于分布估值，目标价上调至377.8美元(源于TAM和智能驾驶估值提高)。 本文来源：美股研究社，转载请注明版权","listText":"智通财经APP获悉,<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>&nbsp;(BIDU.US)4Q20业绩稳健，收入/调整后每股收益同比+5%/-24%，高于市场一致预期1%/18%。由于广告反弹、非广告收入显著增长，1Q21E收入指引超预期5%。管理层指引非广告TAM为广告业务10倍。基于百度在智能驾驶、ASD技术(AVP，ANP)和AI Cloud上的进展，我们看好商业化落地加速的可预见性，有望拉动估值进一步释放。我们将其21/22E财年收入预测上调4%/10%，基于分布估值，目标价上调至377.8美元(源于TAM和智能驾驶估值提高)。 本文来源：美股研究社，转载请注明版权","text":"智通财经APP获悉,$百度(BIDU)$ (BIDU.US)4Q20业绩稳健，收入/调整后每股收益同比+5%/-24%，高于市场一致预期1%/18%。由于广告反弹、非广告收入显著增长，1Q21E收入指引超预期5%。管理层指引非广告TAM为广告业务10倍。基于百度在智能驾驶、ASD技术(AVP，ANP)和AI Cloud上的进展，我们看好商业化落地加速的可预见性，有望拉动估值进一步释放。我们将其21/22E财年收入预测上调4%/10%，基于分布估值，目标价上调至377.8美元(源于TAM和智能驾驶估值提高)。 本文来源：美股研究社，转载请注明版权","images":[{"img":"https://static.tigerbbs.com/46933b86681239bddb03a3fc97e937f4","width":"500","height":"333"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360718783","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387996680,"gmtCreate":1613706351640,"gmtModify":1634552567381,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>[惊讶]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>[惊讶]&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/387996680","repostId":"1107899645","repostType":2,"repost":{"id":"1107899645","pubTimestamp":1613704060,"share":"https://www.laohu8.com/m/news/1107899645?lang=&edition=full","pubTime":"2021-02-19 11:07","market":"us","language":"en","title":"Palantir stock slumps as lockup expiration opens 80% of shares for trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1107899645","media":"Seeking Alpha","summary":"Palantir Technologies Inc. 's direct listing in September unusually included a lockup period, which ","content":"<p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> 's&nbsp;direct listing in September unusually included a lockup period, which expires today. Insiders were only allowed to sell 20%of their shares in the listing, which means the remaining 80% are open for trading today. Palantir shares aredown 5.8%pre-market.</p>\n<p>Palantir has faced valuation concerns with shares closing yesterday at about 274% above its direct listing reference price.</p>\n<p>Soros Fund Management will continue exiting its position that amounted to&nbsp; 18.46M shares as of November, when the fund said it regretted the investment and \"does not approve of Palantir's business practices.\"</p>\n<p>The fund said at the time it had sold all the shares it could and would keep selling,when permitted.</p>\n<p><img src=\"https://static.tigerbbs.com/4eb04e82d11b2b74032cb91d003dd907\" tg-width=\"540\" tg-height=\"445\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir stock slumps as lockup expiration opens 80% of shares for 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; }\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 slumps as lockup expiration opens 80% of shares for trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-19 11:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3663407-palantir-stock-slumps-as-lockup-expiration-opens-80-of-shares-for-trading><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies Inc. 's direct listing in September unusually included a lockup period, which expires today. Insiders were only allowed to sell 20%of their shares in the listing, which means the...</p>\n\n<a href=\"https://seekingalpha.com/news/3663407-palantir-stock-slumps-as-lockup-expiration-opens-80-of-shares-for-trading\">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://seekingalpha.com/news/3663407-palantir-stock-slumps-as-lockup-expiration-opens-80-of-shares-for-trading","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107899645","content_text":"Palantir Technologies Inc. 's direct listing in September unusually included a lockup period, which expires today. Insiders were only allowed to sell 20%of their shares in the listing, which means the remaining 80% are open for trading today. Palantir shares aredown 5.8%pre-market.\nPalantir has faced valuation concerns with shares closing yesterday at about 274% above its direct listing reference price.\nSoros Fund Management will continue exiting its position that amounted to  18.46M shares as of November, when the fund said it regretted the investment and \"does not approve of Palantir's business practices.\"\nThe fund said at the time it had sold all the shares it could and would keep selling,when permitted.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691700195,"gmtCreate":1640235751425,"gmtModify":1640235756551,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>[Duh]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>[Duh]&nbsp;","text":"$Apple(AAPL)$[Duh]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/691700195","repostId":"1164467804","repostType":4,"repost":{"id":"1164467804","pubTimestamp":1640230809,"share":"https://www.laohu8.com/m/news/1164467804?lang=&edition=full","pubTime":"2021-12-23 11:40","market":"us","language":"en","title":"Are there any bubbles in Apple stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1164467804","media":"Seeking Alpha","summary":"Apple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.This has led some to say that the stock is in a bubble, as its price is rising rapidly.However, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.In this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.Apple Inc. stock has delivered a solid performance in 2021. U","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.</li>\n <li>This has led some to say that the stock is in a bubble, as its price is rising rapidly.</li>\n <li>However, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.</li>\n <li>In this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e9d29c6db997dd98e087415e7e2acfe\" tg-width=\"1536\" tg-height=\"1036\" referrerpolicy=\"no-referrer\"><span>Justin Sullivan/Getty Images News</span></p>\n<p><b>Apple Inc.</b>(AAPL) stock has delivered a solid performance in 2021. Up 35% for the year, it has solidly outperformed both the NASDAQ 100 and the S&amp;P 500. The latest in a long streak of winning years for the company, Apple’s 2021 shows that a stock is never too big to beat the market.</p>\n<p>With that said, there’s no shortage of people who think Apple’s winning run is due for a correction. In recent weeks, we’ve seen a deluge of articles claiming that AAPL is overvalued, with titles like:</p>\n<ul>\n <li><p><i>“Apple Stock is Now a Bubble.”</i></p></li>\n <li><p><i>“Why Apple Stock May Be a Bubble That’s Ready to Burst.”</i></p></li>\n <li><p><i>“Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%”</i></p></li>\n</ul>\n<p>Not all of these articles have been unambiguously bearish. A few mention positives along with negatives. But generally speaking, the sentiment that Apple is a bubble, or at least overvalued, is becoming common. If you look at&nbsp;TipRanks’ sentiment chart, it shows decisively negative sentiment toward Apple stock.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce8357bc3eaf626336dbf12b2ff1f410\" tg-width=\"485\" tg-height=\"457\" referrerpolicy=\"no-referrer\"><span>Source: TipRanks’ sentiment chart</span></p>\n<p>The bearishness of investor sentiment toward Apple becomes clear when we compare it to the sentiment toward&nbsp;<b>Meta Platforms</b>(FB). Meta, a company that is being sued for antitrust violations and getting attacked in the press daily, has a nearly perfect sentiment score. So there is no special tech curse that guarantees negative sentiment toward individual stocks in the sector. Apple’s sentiment problem is indeed its own problem.</p>\n<p><img src=\"https://static.tigerbbs.com/68bc8cf3f8fc200c2b7a9c85e69cc9f2\" tg-width=\"488\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p>\n<p>Which begs the question:</p>\n<p><i>Why?</i></p>\n<p>Apple is a wide-moat stock, one of the few tech companies that controls both hardware and software for most of its users. Many companies have attempted to copy Apple’s strategy of maximizing revenue by integrating hardware and apps, but few have succeeded at it. If you want the IOS or Mac OS experience, you need an iPhone or Mac. And billions of people want those experiences enough to pay top dollar for Apple’s products. Few other tech companies have that advantage –&nbsp;<b>Nintendo</b>(OTCPK:NTDOY) being one exception, if you count gaming as tech.</p>\n<p>This makes Apple arguably a&nbsp;wide-moat stock. You need Apple hardware to run Apple software, and people like Apple software. This gives Apple a “monopoly” on a certain collection of software experiences. It does not have a monopoly on any particular device category, but it’s the only company that can provide the integrated&nbsp;Apple ecosystem.</p>\n<p>This advantage has paid dividends to Apple shareholders – both figuratively and literally. Apple is the world’s biggest company by market cap and the&nbsp;fourth-biggest by revenue. Its revenue growth rate has slowed in recent years, but certain segments (such as watches and services) are growing faster than ever. It appears, then, that Apple still has the potential for significant profitability and growth. Accordingly, I’ll develop a bullish thesis on Apple in this article, arguing that its solid economic moat provides potential for its stock to appreciate in the future.</p>\n<p><b>Competitive Landscape</b></p>\n<p>One of the most important things to understand about Apple is its competitive position. The company operates in such a wide variety of different markets that it’s hard to pin down its business beyond simply “tech.” Technically, the company’s SIC Code (industry classification) is 7372, denoting “prepackaged software.” However, this doesn’t capture the full extent of Apple’s business activities, as it’s also involved in hardware, semiconductors,payments&nbsp;and entertainment.</p>\n<p>Some of Apple’s most noteworthy competitors include:</p>\n<ul>\n <li><p><b>Samsung</b>(OTC:SSNLF) - smartphones.</p></li>\n <li><p><b>Huawei</b>- smartphones.</p></li>\n <li><p><b>Alphabet</b>(GOOG) - smartphones, laptops, and software.</p></li>\n <li><p><b>Microsoft</b>(MSFT) - laptops.</p></li>\n <li><p><b>Dell</b>(NYSE:DELL)- laptops.</p></li>\n <li><p><b>Adobe</b>(ADBE) - creative software.</p></li>\n <li><p>And many more.</p></li>\n</ul>\n<p>A comprehensive list of Apple’s competitors would be impossible to come up with, because the company operates in so many different verticals. In addition to all the names above, Apple is arguably in competition with the big semi companies, as it sells phones and laptops with Apple chips. Apple is one of the most comprehensive tech companies around, with a massive lineup of hardware, software and services, putting it in tacit competition with dozens of companies.</p>\n<p>How is Apple doing in the industries it competes in? According to&nbsp;Counterpoint Research&nbsp;and Statista, Apple’s market shares include:</p>\n<ul>\n <li><p>Smartphones: 47% in the US and 14% globally.</p></li>\n <li><p>Laptops: 15% in the US and 7.6% globally.</p></li>\n <li><p>Smartwatches: over 50% globally.</p></li>\n <li><p>Tablets: 35% globally.</p></li>\n</ul>\n<p>On the whole, Apple is in first or second place in most of its markets. It’s behind Samsung on smartphone sales but it leads in watches and tablets. This is a pretty good market position. And it could grow over time. Some of Apple’s product categories are still fairly new. The company only just recently broke into smart watches and&nbsp;sales in the category are growing at 50%. Apple has taken heat lately for its slowing growth, but certain products within the company’s lineup are growing faster than ever. This provides potential for strong growth well into the future.</p>\n<p><b>The M1 Chip and Apple Services</b></p>\n<p>Speaking of future growth, it’s worth exploring two of Apple’s most promising categories:</p>\n<p><i>The M1 Chip and Apple Services.</i></p>\n<p>The M1 Chip (really the M1 family of chips now) is a new chip designed by Apple based on ARM architecture. The base configuration boasts:</p>\n<ul>\n <li><p>An 8-core CPU.</p></li>\n <li><p>A 7-core GPU.</p></li>\n <li><p>8 or 16 gigs of RAM (physically built into the chip).</p></li>\n <li><p>5nm process.</p></li>\n <li><p>16 billion transistors.</p></li>\n <li><p>3.2 GHZ max clock rate.</p></li>\n</ul>\n<p>Incredible specs. And on top of that, there are two new models–the M1 Pro and M1 Max–that offer improvements on the base model. It would be tedious to list detailed spec sheets for these higher end models, but one eye-popping stat is the M1 Max’s 57 billion transistors. This competes with the CPUs included in extremely high end gaming PCs. And of course, that makes newer Macs themselves viable as gaming rigs, as countless&nbsp;YouTube reviewers have noted. Apple already has a sizable market share in laptops and desktops, but with the M1 chip family, it now has a shot at capturing the gaming segment as well. Until now, that market segment has proven elusive to Apple. So, there is significant potential for accelerating growth in Apple’s computer lineup.</p>\n<p>Next up is Apple services. This is a broad category that includes streaming music, movies, books and more. This category is always expanding and could potentially drive more growth after hardware growth slows down. In the most recent quarter, service growth actually&nbsp;lagged product growth, at 25% vs 30% for the latter. However, services are promising because they’re a category that could continue to grow even after hardware products reach their total addressable market. Global smartphone sales have been&nbsp;flat-lining after years of strong growth. In this environment, it would be unrealistic to expect Apple’s hardware sales to grow as fast as they did in the past. But by selling more services to existing customers, Apple can keep growing its total revenue even as hardware sales underwhelm.</p>\n<p><b>Financials and Valuation</b></p>\n<p>Now we can turn to Apple’s financials.</p>\n<p>Apple’s most recent quarter was a&nbsp;miss on both revenue and earnings; however, the results were strong in absolute terms. In the quarter, Apple delivered:</p>\n<ul>\n <li><p>$83 billion in revenue, up 29%.</p></li>\n <li><p>$27.3 billion in operating income, up 60%.</p></li>\n <li><p>$20.5 billion in net income, up 63%.</p></li>\n <li><p>$1.24 in diluted EPS, up 69%.</p></li>\n</ul>\n<p>The company also reported $104 billion in TTM cash from operations in its fourth quarter report. That was up 28% from the year before.</p>\n<p>These were pretty solid results. Especially for a mature company. Apple is the biggest company in the world by market cap, yet its revenue and earnings are both up by growth stock levels. And this one quarter wasn’t a fluke. According to&nbsp;Seeking Alpha Quant, Apple’s five-year CAGR growth rates in the metrics listed above are:</p>\n<ul>\n <li><p>Revenue: 11%.</p></li>\n <li><p>Operating income: 12.7%.</p></li>\n <li><p>Net income: 15.7%.</p></li>\n <li><p>Diluted EPS: 22%.</p></li>\n <li><p>Cash flow: 10.7%.</p></li>\n</ul>\n<p>Again very solid for a mature company. It does look like the most recent quarter was better than average, but the long-term metrics are still very good. Which gets to the heart of this article’s thesis:</p>\n<p>Apple is definitely not a bubble stock. Its valuation is fairly steep, as it trades at 30 times earnings, 7.7 times sales, and 26 times cash flow. But the company still has plenty of growth potential. Compounded annually, its earnings are growing at 22%, and as the most recent quarter showed, it has room for acceleration. If you factor in both growth and value, you get a&nbsp;PEG ratio of just 0.43&nbsp;for the trailing 12-month period. That’s far from a bubble valuation. In fact, it looks downright cheap.</p>\n<p><b>Risks and Challenges</b></p>\n<p>While Apple is definitely an ultra-profitable company with strong growth and a moderate valuation, its stock is not without its risks. As a major hardware company, it is vulnerable to supply chain issues, and other shocks. Some major risks and challenges to the bullish thesis outlined in this article include:</p>\n<ul>\n <li><p><b>Supply chain issues.</b>The world is currently going through a chip shortage, as well as shortages of various other hi-tech parts. These problems are affecting Apple. Just recently, the company&nbsp;slashed iPhone production&nbsp;because of supply chain issues. That right before the crucial Holiday season, no less. These kinds of problems are an ever-present threat for a hardware company like Apple, which depends on a ready supply of raw materials to keep sales flowing.</p></li>\n <li><p><b>Scale.</b>Mathematically, the bigger something gets, the larger of an increase is needed to drive percentage gains equal to past ones. If you start selling $1,000 widgets and sell one your first year, you double your sales just by selling $2,000 worth the next year. If, however, ten years later, you’re selling $332 billion worth, you need customers to come up with $664 billion in the eleventh year to achieve the same growth. This is mathematically unlikely. And as it just so happens, Apple’s $83 billion Q4 revenue annualizes to $332 billion. So growth will be harder to achieve going forward.</p></li>\n <li><p><b>Disruption.</b>Apple’s business model requires that it stay on the leading edge of tech innovation. If another company comes out with something decisively superior to the iPhone, that could kill Apple’s business overnight. Apple itself&nbsp;did this once, to&nbsp;<b>BlackBerry</b>(BB), makers of the ill-fated BlackBerry Smartphone. The history of the tech industry is littered with companies eating each other's lunch, and while Apple has billions to spend on R&amp;D, you never know where the next threat will come from.</p></li>\n</ul>\n<p>The above are some very real risks for investors to keep in mind. The supply chain risk, in particular, is very real, having been cited as a problem in several quarterly reports. With that said, Apple stock has an incredible moat, decent growth, and a not-unreasonable valuation. This is definitely not a stock to short. And while the gains realized by longs will not be as good in the future as they were in the past, they should still be decent.</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>Are there any bubbles in Apple 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\">\nAre there any bubbles in Apple stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4476363-apple-stock-no-bubble><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.\nThis has led some to say that the stock is in a bubble, as its price is rising rapidly.\nHowever, Apple's stock ...</p>\n\n<a href=\"https://seekingalpha.com/article/4476363-apple-stock-no-bubble\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4476363-apple-stock-no-bubble","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164467804","content_text":"Summary\n\nApple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.\nThis has led some to say that the stock is in a bubble, as its price is rising rapidly.\nHowever, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.\nIn this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.\n\nJustin Sullivan/Getty Images News\nApple Inc.(AAPL) stock has delivered a solid performance in 2021. Up 35% for the year, it has solidly outperformed both the NASDAQ 100 and the S&P 500. The latest in a long streak of winning years for the company, Apple’s 2021 shows that a stock is never too big to beat the market.\nWith that said, there’s no shortage of people who think Apple’s winning run is due for a correction. In recent weeks, we’ve seen a deluge of articles claiming that AAPL is overvalued, with titles like:\n\n“Apple Stock is Now a Bubble.”\n“Why Apple Stock May Be a Bubble That’s Ready to Burst.”\n“Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%”\n\nNot all of these articles have been unambiguously bearish. A few mention positives along with negatives. But generally speaking, the sentiment that Apple is a bubble, or at least overvalued, is becoming common. If you look at TipRanks’ sentiment chart, it shows decisively negative sentiment toward Apple stock.\nSource: TipRanks’ sentiment chart\nThe bearishness of investor sentiment toward Apple becomes clear when we compare it to the sentiment toward Meta Platforms(FB). Meta, a company that is being sued for antitrust violations and getting attacked in the press daily, has a nearly perfect sentiment score. So there is no special tech curse that guarantees negative sentiment toward individual stocks in the sector. Apple’s sentiment problem is indeed its own problem.\n\nWhich begs the question:\nWhy?\nApple is a wide-moat stock, one of the few tech companies that controls both hardware and software for most of its users. Many companies have attempted to copy Apple’s strategy of maximizing revenue by integrating hardware and apps, but few have succeeded at it. If you want the IOS or Mac OS experience, you need an iPhone or Mac. And billions of people want those experiences enough to pay top dollar for Apple’s products. Few other tech companies have that advantage – Nintendo(OTCPK:NTDOY) being one exception, if you count gaming as tech.\nThis makes Apple arguably a wide-moat stock. You need Apple hardware to run Apple software, and people like Apple software. This gives Apple a “monopoly” on a certain collection of software experiences. It does not have a monopoly on any particular device category, but it’s the only company that can provide the integrated Apple ecosystem.\nThis advantage has paid dividends to Apple shareholders – both figuratively and literally. Apple is the world’s biggest company by market cap and the fourth-biggest by revenue. Its revenue growth rate has slowed in recent years, but certain segments (such as watches and services) are growing faster than ever. It appears, then, that Apple still has the potential for significant profitability and growth. Accordingly, I’ll develop a bullish thesis on Apple in this article, arguing that its solid economic moat provides potential for its stock to appreciate in the future.\nCompetitive Landscape\nOne of the most important things to understand about Apple is its competitive position. The company operates in such a wide variety of different markets that it’s hard to pin down its business beyond simply “tech.” Technically, the company’s SIC Code (industry classification) is 7372, denoting “prepackaged software.” However, this doesn’t capture the full extent of Apple’s business activities, as it’s also involved in hardware, semiconductors,payments and entertainment.\nSome of Apple’s most noteworthy competitors include:\n\nSamsung(OTC:SSNLF) - smartphones.\nHuawei- smartphones.\nAlphabet(GOOG) - smartphones, laptops, and software.\nMicrosoft(MSFT) - laptops.\nDell(NYSE:DELL)- laptops.\nAdobe(ADBE) - creative software.\nAnd many more.\n\nA comprehensive list of Apple’s competitors would be impossible to come up with, because the company operates in so many different verticals. In addition to all the names above, Apple is arguably in competition with the big semi companies, as it sells phones and laptops with Apple chips. Apple is one of the most comprehensive tech companies around, with a massive lineup of hardware, software and services, putting it in tacit competition with dozens of companies.\nHow is Apple doing in the industries it competes in? According to Counterpoint Research and Statista, Apple’s market shares include:\n\nSmartphones: 47% in the US and 14% globally.\nLaptops: 15% in the US and 7.6% globally.\nSmartwatches: over 50% globally.\nTablets: 35% globally.\n\nOn the whole, Apple is in first or second place in most of its markets. It’s behind Samsung on smartphone sales but it leads in watches and tablets. This is a pretty good market position. And it could grow over time. Some of Apple’s product categories are still fairly new. The company only just recently broke into smart watches and sales in the category are growing at 50%. Apple has taken heat lately for its slowing growth, but certain products within the company’s lineup are growing faster than ever. This provides potential for strong growth well into the future.\nThe M1 Chip and Apple Services\nSpeaking of future growth, it’s worth exploring two of Apple’s most promising categories:\nThe M1 Chip and Apple Services.\nThe M1 Chip (really the M1 family of chips now) is a new chip designed by Apple based on ARM architecture. The base configuration boasts:\n\nAn 8-core CPU.\nA 7-core GPU.\n8 or 16 gigs of RAM (physically built into the chip).\n5nm process.\n16 billion transistors.\n3.2 GHZ max clock rate.\n\nIncredible specs. And on top of that, there are two new models–the M1 Pro and M1 Max–that offer improvements on the base model. It would be tedious to list detailed spec sheets for these higher end models, but one eye-popping stat is the M1 Max’s 57 billion transistors. This competes with the CPUs included in extremely high end gaming PCs. And of course, that makes newer Macs themselves viable as gaming rigs, as countless YouTube reviewers have noted. Apple already has a sizable market share in laptops and desktops, but with the M1 chip family, it now has a shot at capturing the gaming segment as well. Until now, that market segment has proven elusive to Apple. So, there is significant potential for accelerating growth in Apple’s computer lineup.\nNext up is Apple services. This is a broad category that includes streaming music, movies, books and more. This category is always expanding and could potentially drive more growth after hardware growth slows down. In the most recent quarter, service growth actually lagged product growth, at 25% vs 30% for the latter. However, services are promising because they’re a category that could continue to grow even after hardware products reach their total addressable market. Global smartphone sales have been flat-lining after years of strong growth. In this environment, it would be unrealistic to expect Apple’s hardware sales to grow as fast as they did in the past. But by selling more services to existing customers, Apple can keep growing its total revenue even as hardware sales underwhelm.\nFinancials and Valuation\nNow we can turn to Apple’s financials.\nApple’s most recent quarter was a miss on both revenue and earnings; however, the results were strong in absolute terms. In the quarter, Apple delivered:\n\n$83 billion in revenue, up 29%.\n$27.3 billion in operating income, up 60%.\n$20.5 billion in net income, up 63%.\n$1.24 in diluted EPS, up 69%.\n\nThe company also reported $104 billion in TTM cash from operations in its fourth quarter report. That was up 28% from the year before.\nThese were pretty solid results. Especially for a mature company. Apple is the biggest company in the world by market cap, yet its revenue and earnings are both up by growth stock levels. And this one quarter wasn’t a fluke. According to Seeking Alpha Quant, Apple’s five-year CAGR growth rates in the metrics listed above are:\n\nRevenue: 11%.\nOperating income: 12.7%.\nNet income: 15.7%.\nDiluted EPS: 22%.\nCash flow: 10.7%.\n\nAgain very solid for a mature company. It does look like the most recent quarter was better than average, but the long-term metrics are still very good. Which gets to the heart of this article’s thesis:\nApple is definitely not a bubble stock. Its valuation is fairly steep, as it trades at 30 times earnings, 7.7 times sales, and 26 times cash flow. But the company still has plenty of growth potential. Compounded annually, its earnings are growing at 22%, and as the most recent quarter showed, it has room for acceleration. If you factor in both growth and value, you get a PEG ratio of just 0.43 for the trailing 12-month period. That’s far from a bubble valuation. In fact, it looks downright cheap.\nRisks and Challenges\nWhile Apple is definitely an ultra-profitable company with strong growth and a moderate valuation, its stock is not without its risks. As a major hardware company, it is vulnerable to supply chain issues, and other shocks. Some major risks and challenges to the bullish thesis outlined in this article include:\n\nSupply chain issues.The world is currently going through a chip shortage, as well as shortages of various other hi-tech parts. These problems are affecting Apple. Just recently, the company slashed iPhone production because of supply chain issues. That right before the crucial Holiday season, no less. These kinds of problems are an ever-present threat for a hardware company like Apple, which depends on a ready supply of raw materials to keep sales flowing.\nScale.Mathematically, the bigger something gets, the larger of an increase is needed to drive percentage gains equal to past ones. If you start selling $1,000 widgets and sell one your first year, you double your sales just by selling $2,000 worth the next year. If, however, ten years later, you’re selling $332 billion worth, you need customers to come up with $664 billion in the eleventh year to achieve the same growth. This is mathematically unlikely. And as it just so happens, Apple’s $83 billion Q4 revenue annualizes to $332 billion. So growth will be harder to achieve going forward.\nDisruption.Apple’s business model requires that it stay on the leading edge of tech innovation. If another company comes out with something decisively superior to the iPhone, that could kill Apple’s business overnight. Apple itself did this once, to BlackBerry(BB), makers of the ill-fated BlackBerry Smartphone. The history of the tech industry is littered with companies eating each other's lunch, and while Apple has billions to spend on R&D, you never know where the next threat will come from.\n\nThe above are some very real risks for investors to keep in mind. The supply chain risk, in particular, is very real, having been cited as a problem in several quarterly reports. With that said, Apple stock has an incredible moat, decent growth, and a not-unreasonable valuation. This is definitely not a stock to short. And while the gains realized by longs will not be as good in the future as they were in the past, they should still be decent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867637776,"gmtCreate":1633249454633,"gmtModify":1633249455487,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[胜利]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[胜利]&nbsp;&nbsp;","text":"$Tesla Motors(TSLA)$[胜利]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867637776","repostId":"867817124","repostType":1,"repost":{"id":867817124,"gmtCreate":1633236954907,"gmtModify":1633236954907,"author":{"id":"3562909664933798","authorId":"3562909664933798","name":"特斯拉TESLA","avatar":"https://static.tigerbbs.com/2a10a299123b86d5a56448aaa04336b4","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"特斯拉2021年第三季度生产及交付报告出炉","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;2021年第三季度生产及交付报告出炉，全球范围内，共实现生产约23.8万辆电动汽车，交付突破24万辆电动汽车。产销记录，再创新高，感谢一路相伴，共赴下一征途。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;2021年第三季度生产及交付报告出炉，全球范围内，共实现生产约23.8万辆电动汽车，交付突破24万辆电动汽车。产销记录，再创新高，感谢一路相伴，共赴下一征途。","text":"$特斯拉(TSLA)$ 2021年第三季度生产及交付报告出炉，全球范围内，共实现生产约23.8万辆电动汽车，交付突破24万辆电动汽车。产销记录，再创新高，感谢一路相伴，共赴下一征途。","images":[{"img":"https://static.tigerbbs.com/7f5db56676d68e1b1c73a7e8e3f3e6a2"},{"img":"https://static.tigerbbs.com/b9ad2a400c72c46cb595d5c208618786"},{"img":"https://static.tigerbbs.com/328e931f75e6069c84a5aa3f8c47bbd1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867817124","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349065155,"gmtCreate":1617507179177,"gmtModify":1634520731938,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[看涨]&nbsp;[强]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[看涨]&nbsp;[强]&nbsp;","text":"$Tesla Motors(TSLA)$[看涨] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/349065155","repostId":"2124875875","repostType":4,"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808678263,"gmtCreate":1627579131652,"gmtModify":1633758099897,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>HODL.. Let time do the job 🚀&nbsp;[得意]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>HODL.. Let time do the job 🚀&nbsp;[得意]&nbsp;","text":"$Tesla Motors(TSLA)$HODL.. Let time do the job 🚀 [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808678263","repostId":"1179174010","repostType":2,"repost":{"id":"1179174010","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":1627572541,"share":"https://www.laohu8.com/m/news/1179174010?lang=&edition=full","pubTime":"2021-07-29 23:29","market":"us","language":"en","title":"Musk confirms Tesla AI Day will be on August 19","url":"https://stock-news.laohu8.com/highlight/detail?id=1179174010","media":"Tiger Newspress","summary":"Tesla shares surged more than 5% after Elon Musk confirming Tesla AI Day will be on August 19.Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19.While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software & hardware, both training & inference\" and that its purpose is recruiting.The focus of the AI event is likely to be around Tesla's self","content":"<p>Tesla shares surged more than 5%&nbsp;after&nbsp;Elon Musk confirming Tesla AI Day will be on August 19.</p>\n<p><img src=\"https://static.tigerbbs.com/d2a827bd1090dddc0ac2adc7e3aa9e60\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. </p>\n<p>While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software &amp; hardware, both training &amp; inference\" and that its purpose is recruiting.</p>\n<p>The focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.</p>\n<p>Tesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.</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>Musk confirms Tesla AI Day will be on August 19</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\">\nMusk confirms Tesla AI Day will be on August 19\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\">2021-07-29 23:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla shares surged more than 5%&nbsp;after&nbsp;Elon Musk confirming Tesla AI Day will be on August 19.</p>\n<p><img src=\"https://static.tigerbbs.com/d2a827bd1090dddc0ac2adc7e3aa9e60\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. </p>\n<p>While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software &amp; hardware, both training &amp; inference\" and that its purpose is recruiting.</p>\n<p>The focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.</p>\n<p>Tesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179174010","content_text":"Tesla shares surged more than 5% after Elon Musk confirming Tesla AI Day will be on August 19.\n\nTesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. \nWhile the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software & hardware, both training & inference\" and that its purpose is recruiting.\nThe focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.\nTesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803302731,"gmtCreate":1627407250823,"gmtModify":1633765301659,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[胜利]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[胜利]&nbsp;","text":"$Tesla Motors(TSLA)$[胜利]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803302731","repostId":"803951345","repostType":1,"repost":{"id":803951345,"gmtCreate":1627403372087,"gmtModify":1627427647360,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Piper Sandler：给予特斯拉增持评级 目标价1200美元美股研究社讯，Piper Sandler分析师Alexander Potter重申对特斯拉(TSLA.O)的增持评级，目标价为1200美元，此前该公司第二季度业绩“良好”。 这只股票仍是他“信心较高的长期持有股票之一，在市场份额、完全自动驾驶软件、能源业务方面有明显的上行空间”。Potter在一份研究报告中告知投资者 ，特斯拉正在三大洲开展重大的新项目，运营利润率处于更高水平，而且这还不包括最近公布的每月199美元的全自动驾驶订阅所带来的边际增值影响。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"Piper Sandler：给予特斯拉增持评级 目标价1200美元美股研究社讯，Piper Sandler分析师Alexander Potter重申对特斯拉(TSLA.O)的增持评级，目标价为1200美元，此前该公司第二季度业绩“良好”。 这只股票仍是他“信心较高的长期持有股票之一，在市场份额、完全自动驾驶软件、能源业务方面有明显的上行空间”。Potter在一份研究报告中告知投资者 ，特斯拉正在三大洲开展重大的新项目，运营利润率处于更高水平，而且这还不包括最近公布的每月199美元的全自动驾驶订阅所带来的边际增值影响。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"Piper Sandler：给予特斯拉增持评级 目标价1200美元美股研究社讯，Piper Sandler分析师Alexander Potter重申对特斯拉(TSLA.O)的增持评级，目标价为1200美元，此前该公司第二季度业绩“良好”。 这只股票仍是他“信心较高的长期持有股票之一，在市场份额、完全自动驾驶软件、能源业务方面有明显的上行空间”。Potter在一份研究报告中告知投资者 ，特斯拉正在三大洲开展重大的新项目，运营利润率处于更高水平，而且这还不包括最近公布的每月199美元的全自动驾驶订阅所带来的边际增值影响。$特斯拉(TSLA)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803951345","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":153721836,"gmtCreate":1625052377925,"gmtModify":1633945440736,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>[得意]&nbsp;","listText":"<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>[得意]&nbsp;","text":"$Facebook(FB)$[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/153721836","repostId":"1100563900","repostType":2,"repost":{"id":"1100563900","pubTimestamp":1624956396,"share":"https://www.laohu8.com/m/news/1100563900?lang=&edition=full","pubTime":"2021-06-29 16:46","market":"us","language":"en","title":"Facebook: Simply Unstoppable","url":"https://stock-news.laohu8.com/highlight/detail?id=1100563900","media":"seekingalpha","summary":"The #StopHateforProfit Campaign, antitrust allegations, Apple IDFA issue, and a host of other historical issues have not stopped the social media giant and will not stop it.Despite an impressive rally delivering 65% since the start of CY20 and 26% YTD, Facebook remains undervalued relative to its peers and the FAANG stocks with the best forward estimates.The strong moat originating from their sheer user base, and sizeable TAMs in E-commerce, VR/AR, digital assets , cumulatively make for a compel","content":"<p><b>Summary</b></p>\n<ul>\n <li>The #StopHateforProfit Campaign, antitrust allegations, Apple IDFA issue, and a host of other historical issues have not stopped the social media giant and will not stop it.</li>\n <li>Despite an impressive rally delivering 65% since the start of CY20 and 26% YTD, Facebook remains undervalued relative to its peers and the FAANG stocks with the best forward estimates.</li>\n <li>The strong moat originating from their sheer user base, and sizeable TAMs in E-commerce, VR/AR, digital assets (DIEM), cumulatively make for a compelling growth story.</li>\n <li>Although the company is highly controversial and rightfully so, this article focuses more on the quantitative analysis and less on the morals and ethics behind this investment. That, we shall leave to you.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b3414073b72a391e760025594ec111f\" tg-width=\"768\" tg-height=\"528\"><span>nemke/E+ via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Facebook (FB) has had a volatile trading period the past few years with a general uptrend, delivering shareholders nice returns whilst subjecting them to a few major dips which presented investors an opportunity for a steal. Despite the controversy and headline risks every now and then, the company has been able to battle through them and emerge ever so stronger. The company’s financials have been holding up and shows no sign of stoppage anytime soon. In a time as such, with significant uncertainty in the macro environment and inflation fears creeping up, we believe that shifting some of your assets to high cashflow generating companies is a wise strategy that will pay off. Growth and value are 2 different things, and there still exists growth companies that are undervalued and can still generate substantial cashflow, and we believe Facebook is one of them. The company also remains to be one of the more attractive blue-chip stocks compared to the others in the FAANG. We employ a 3–5-year outlook and have been bullish since USD$200/share. Let’s Begin!</p>\n<p><b>What is Facebook</b></p>\n<p>Known to all, Facebook is a social media giant with a family of products including the likes of Facebook, Instagram,WhatsApp, Messenger, and now Oculus. The firm essentially has a stronghold in the social media industry and has an impressive DAP of2.72 BN as of Q1’21and MAP of 3.45 BN.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3d08f4df186c4705a5300f40d6b8a5e\" tg-width=\"640\" tg-height=\"429\"><span>(Source:FB Q1’21 Presentation)</span></p>\n<p>The world has7.874 BNpeople as of the time of this writing and that would mean that 43.8% of all the people in the world use some form of product from Facebook’s portfolio in the past 30 days. On a daily basis, 34.5% of the people in the world use it. If that isn’t a sticky service, nothing really is. If we were to focus on the usage of the Facebook app solely, 23.8% of the world logs into the app daily based on DAUs.</p>\n<p>The firm was founded in 2004 and generates the majority of their revenue from advertisements. If you have watched the social dilemma on Netflix, you would realize that Facebook’s real customer isn’t everyday users. Instead, users are the product, and they are being sold to advertisers. The company has created such an engaging and sticky service that users are more than happy to be using their apps, despite knowing that their data is being sold from one company to another. As appalling as it is, they’re indifferent to it all and still find the value in using the company’s products on a daily basis – keeping in touch with distant relatives, chatting with friends, staying up to date with the latest fashion trends and news… (According to the&nbsp;Pew Research Center, more than a 1/3 of US adults say they get their news regularly from Facebook)</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cb9d05bb00f3038cec301c72ef56827\" tg-width=\"608\" tg-height=\"378\"><span>(Source:Pew Research Center)</span></p>\n<p>To Facebook, this is equally as good as the more users, the wider the ‘product’ base that they have to offer their customers - advertisers. Advertisers are also indifferent to how Facebook attains its data, so long as Facebook’s targeting metrics and trackers are working well, the more likely it is that they are able to generate conversions. The more conversions, the more sales for them, the more ads they continue to pay for, the more revenue Facebook generates. Win-Win-Win, their apps are the bait, and the product (users), customers (advertisers), and supplier (Facebook), all walk away winners. It’s a remarkable business model that has stood the test of time and no matter the amount of controversy around the business, founders, and its practices, it isn’t going anywhere anytime soon and for one simple reason: Users likely can’t do without Facebook’s products whether they are willing to admit it or not.</p>\n<p>When we look back in the past to reflect on how the #StopHateForProfit Campaign turned out for the company, it is apparent that the impact it had on the top and bottom line were both minimal. The boycott was one that arose due to Facebook’s bad hate speech regulations and policing, and because of the laissez-faire attitude toward posts from then President, Donald Trump. More than&nbsp;1000 companies publicly committed&nbsp;to boycotting the social media giant in June/July (coinciding with end Q2 and start Q3) and many of the top 100 advertisers based on ad spend such as Nike, Adidas, Puma, Coca-Cola, all revised their budgets downwards.</p>\n<p>Despite this, Facebook&nbsp;beat on Q2 earnings&nbsp;and saw an increase of&nbsp;10.7% YOY. In its forward guidance, the company also announced that for July, they were anticipating a slowdown in YoY growth of 17% but was still due to see a 10% increase. They alsoanticipatedthe slowdown in growth to last through till October. However, the company did not attribute this slowdown to the boycott specifically but to 3 other major headwinds. With the benefit of hindsight, we can now see that even for Q3’20, the firm saw an impressive 21.6% rise in its top line, with the bottom line still registering a 12.2% improvement in NPM for Q2’20 YoY and a 200 bps NPM improvement in Q3.</p>\n<p>The results are clear and indicative of a few things. The boycott by the largest companies did little to Facebook’s financial story as they still managed to register growth and did not see significant pullbacks that were material. This can be tied to the fact that most of Facebook’s advertisers are SMBs. Although certain few SMBs did join the boycott, most didn’t, and the firm still had their impressive 9 million + customer base to rely on. If anything, this also suggests that despite what any SMB stands for and whether they agree with a social cause or not, it is hard for them to find alternatives that they can shift to on a similar pricing scale. Big brands can easily pivot to other advertisements such as TV and radio commercials but SMBs simply can’t because of smaller budgets. Lastly, it is now clear that the campaign affected Facebook’s reputation more so than it did its cashflow.</p>\n<p><b>Risks</b></p>\n<p>Other risks that the company may face would be future antitrust lawsuits. As it is, the company is already facing allegations of being a monopoly based on their aggressive acquisitive history having acquired more than90 other companiessince inception. They were alsofined US$5 BNby the FTC in 2019 and were required to adopt their policies and employ new protections for the users and their data that has been shared.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f694ca79d59162e95f05335ebefbca3d\" tg-width=\"640\" tg-height=\"384\"><span>(Source: TIKR.com)</span></p>\n<p>Though representative of a historic penalty and the largest ever imposed on a company for violating user’s privacy rights, the US$5BN was a drop in the bucket for the giant that went on to generate US$70+ BN dollars for the year.</p>\n<p>The current issues that they have with Apple’s new iOS changes and the IDFA implications are also likely not going to have a substantial impact on the firm. The Identifier for Advertisers [IDFA] is a random device identifier assigned by Apple to a user's device. Advertisers use this to track data so they can deliver customized advertising on mobile. With the new iOS changes, Apple essentially programmed it such that each app that wants to use these identifiers will have to ask users to opt in for tracking when the app is first launched. If users opt out, the app can’t track certain data and Facebook will have a smaller database of points to rely upon. As consumer preferences change, so will Facebook’s targeting that relies on IDFAs get worse and less effective due to outdated data points.</p>\n<p>According to aCNBC article:</p>\n<blockquote>\n Most critically at stake for Facebook is what’s known as view-through conversions. This metric is used by ad-tech companies to measure how many users saw an ad, did not immediately click on it, but later made a purchase related to that ad.”\n</blockquote>\n<p>When the conversion is made later on, the data IDFA for that particular user is then shared by the retailer to Facebook which is then used by the company to see if it matches the IDFA of the user who saw the ad. If they pair, it indicates that the ad was useful in generating a conversion. This data performance is then relayed to advertisers so that they can tweak their ad strategies accordingly. Withas much as 96% of usersanticipated to opt out of tracking on all apps, this would mean that mobile ads on 3rdparty apps may no longer be as useful if Facebook cannot really judge its effectiveness anymore. The more ineffective the ads become, the less conversions for retailers, and the more they pivot to other advertising platforms, which will impact the revenues for the firm.</p>\n<p>However, Facebook has disclosed that this will particularly only affect one form of advertisement which relies heavily on the IDFA, known as Audience Networks. Fortunately, the audience network segment only represents less than 10% of the firm’s total revenues. With the impact estimating to cost a drop in50% of all ads deliveredand hence sales from this segment, this would atbest represent a 5% drop in their total revenues. With that said, we do not anticipate that this will be present significant impact moving forward and the firm can easily recoup the 5% loss at worse by focusing on increasing ARPUs and user engagement to save their core business.</p>\n<p>Though Facebook started by disclosing that they anticipated the impact on their revenues to be large at first, this no longer seems to be the case. If anything, history has shown us that Mark is not one to back down and if he doesn’t get his way, he damn well will find another way to minimise loss and increase revenue generation in other segments to make up for it. If you aren’t too involved in the technicalities, we think it’s safe to bet on the jockey in this case. Besides, AR / VR growth,WhatsApp monetization, Reels monetization, further user growth in less developed countries away from the legacy North America and Europe region can very well pick up the lost (US$5BN) in sales.</p>\n<p><b>Moat</b></p>\n<p>As mentioned above, the DAUs and MAUs for Facebook are very impressive with a large portion of the world using at least 1 of their products. The moat for the business relies on the wide user base that Facebook has meticulously built over the course of 17 years. With any new product that they have, the firm can easily roll it out to their database of users and expect demand to pick up in a matter of weeks, maybe even days. That is the power of the network of Facebook that really can’t be valued.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2057a83640201edd89430e754f3f8525\" tg-width=\"640\" tg-height=\"431\"><span>(Source: FB Q1’21 Presentation)</span></p>\n<p>Despite the controversy, endless allegations, and negative headlines one after the other, the numbers don’t lie. DAUs have been increasing every single quarter, with the fastest growth observed in Asia-Pacific and the rest of the world. US &amp; Canada growth has slowed as it nears saturation levels, and this is perfectly normal and to be expected. The way we anticipate Facebook to grow their core cash cow business moving forward is clean. 1) Focus on growing ARPUs in their saturated legacy areas (US &amp; Canada and Europe) as well as 2) Increase User Growth by Geography in their growth areas (Asia-Pacific and the Rest of the World). Unsurprisingly, Facebook has been focused on doing just that.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce3456321584d2eea288f7e410215571\" tg-width=\"640\" tg-height=\"388\"><span>(Source: FB Q1’21 Presentation)</span></p>\n<p>When we look to the infamous metric for judging social media companies and their performance – ARPUs, we can see that in the legacy areas, ARPUs have been increasing at a faster pace than compared to growth areas. This falls in line with point number 1 as mentioned above. The legacy areas have already reached saturation levels and user growth is unable to grow at astounding rates anymore. However, since this represent areas that are more developed and generally have higher disposable incomes on the average, focusing on increasing ARPUs and monetizing advertisers is the right strategy and a very feasible one. Though the growth areas are also seeing ARPUs grow YoY as they should, they are not at the same pace as in the US &amp; Canada and Europe. When we look to revenue generated by geography below, this confirms the thesis that revenue is growing faster than user base in those areas, and since ARPU equal to (Total Revenue from that Geography / Number of Users in that area), so long revenue is growing at a faster pace than the user base, they should increase meaningfully.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84eaec3de9bafd595bf4ecf9ffdae16a\" tg-width=\"640\" tg-height=\"430\"><span>(Source: FB Q1’21 Presentation)</span></p>\n<p>When we look to the slide below, it is also apparent that user numbers are growing much faster in Asia-Pacific and the rest of the world, away from the legacy areas. Across 2 years, MAUs which is the broadest business performance metric employed by Facebook, grew 22.4% and 25.4% in the growth areas while they only grew a mere 6.6% in US &amp; Canada and 10.2% in Europe.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d72be6c3ca7eb809567503ffc1d4ed9\" tg-width=\"640\" tg-height=\"395\"><span>(Source: FB Q1’21 Presentation)</span></p>\n<p>If Facebook can continue to grow their user engagement numbers in the growth areas whilst maximizing ARPUs in legacy areas, the company can easily ensure that the core advertising model will remain the cash cow of the business, funding growth for their other product developments.</p>\n<p><b>Growth Tactics</b></p>\n<p>When we look to potential growth Facebook has, the company isn’t short of any. Facebook has moved to monetizeWhatsApp, where they plan to generate fees from payments made within the app itself as well as through in-app status advertisements. The company is essentially trying to integrate the growth and TAM of the E-commerce market more seamlessly into their family of products including the likes ofWhatsApp. ThroughFacebook Pay, users can now engage in peer-to-peer payments withinWhatsApp itself at no cost. However, when businesses receive a fee from customers through the app itself, they will then have to pay a small ‘processing fee’ to Facebook and this is where it profits. This is the same method that is being employed by Shopify and all the other payment processing channels just that it is now being done locally inWhatsApp itself.WhatsApp payments has launched in Brazil, the 2nd largest market by users and the fee stands at 3.99%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d1d27ff399e3e6fdfbc44a3ff1fb6e6\" tg-width=\"640\" tg-height=\"557\"><span>(Source:Facebook Newsroom)</span></p>\n<p>The firm has also been trying to grow their presence in the E-commerce market and reduce the friction customers experience when clicking through ads on its platforms. Both Instagram checkout and Facebook shops are aimed at doing just that. Their shops solutions are also expanding toWhatsApp, and the marketplace as observed above. The company sees a major shift to online shopping even after the grand reopening of the economies. As part of its effort over the years, they now have 1.2M active shops across their platforms and more than 300M monthly shop visitors. Thelatest releasestates that:</p>\n<blockquote>\n Soon, we’ll give businesses in select countries the option to showcase their Shop inWhatsApp. In the US, we’ll enable them to bring Shops products into Marketplace, helping them reach the more than 1 billion people globally who visit each month.\n</blockquote>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38d87012cd9e376a0bed27a095b01828\" tg-width=\"640\" tg-height=\"418\"><span>(Source:Facebook Newsroom)</span></p>\n<p>What’s even more fascinating is the fact that Facebook now plans to integrate new technologies such as AR Dynamic Ads to power the future of shopping. New visual discovery tools on their platforms like Instagram will help customers find new products that they resonate with faster than ever before and help them to visualize their products with AR experiences that they have been working on for a long time now.</p>\n<p>Their continued expansion in the AR/VR market along with the rollout of DIEM, their native digital currency functioning as a stablecoin that was once under the “Libra Project” also presents good growth opportunity in the near future. Facebook is also looking to introducepodcasts and live audio streamsas part of the beginning of their audio journey. In short, Facebook still has a lot of room to grow moving forward apart from looking to squeeze out more cash from their legacy advertising business model. However, as always, product development is one thing, but the financials do need to shape up as well and with Facebook it does.</p>\n<p><b>Financials</b></p>\n<p>Of the FAANG stock group, Facebook enjoys one of the highest margins. The company saw 80.55% in GM in Q1’21 and even in the past, it has enjoyed such high margins, trading between 80.5% to as high as 86.6% in FY17. The chart below also clearly indicates that the remarkable margins trickle down to the bottom line and aren’t wiped out due to operating expenses, registering a NPM of 35.7%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1367468f26c73bde43f494b2b7fb49d6\" tg-width=\"635\" tg-height=\"467\"><span>Data by YCharts</span></p>\n<p>FB also routinely spends a large portion of their revenues on R&amp;D, reinvesting into the business YoY to further improve their products and innovate on new ones. In 2020 the R&amp;D expense represented 21.5% of total sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b923685aa0489833ae8f50fcddf3601\" tg-width=\"640\" tg-height=\"384\"><span>(Source: TIKR.com)</span></p>\n<p>A large chunk of the firms’ revenues is also retained on the balance sheet which is then used over the years to funnel money to continue their acquisitive culture. Despite this, the strong cashflow that the firm enjoys allows it to stay at the top of their industry in terms of innovation whilst ensuring that their treasure trove of cash is growing should there be a need to deploy it. When we look to liquid cash that the firm holds (Cash &amp; Equivalents, and STI), Facebook has grown it at a tremendous CAGR of 26.2%. Net Debt has also just been becoming less of a concern over the years. To date, even after the pandemic, Facebook has no debt.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13b40cadc31458233d0ea83ce4917c33\" tg-width=\"640\" tg-height=\"384\"><span>(Source: TIKR.com)</span></p>\n<p>Given the data above, it is evident that the firm has one of the most pristine balance sheets in the industry and in the whole stock market. The US$62 BN that they hold as cash presents itself as a massive buffer to cushion the impact of whatever comes their way, be it another acquisitive opportunity, or yet another fine. Either way, the company can weather any financial storm and near balance sheet issues aren’t a problem. Shareholders aren’t too pleased with the cash pile just sitting there and would instead rather the firm start paying a dividend or pick up the pace in share buybacks to maximize investor returns. Facebook has never paid a dividend in its entirety and although they may consider that moving forward, we anticipate that it is not a move that they will commit to. In any case, we ourselves hope that they commit to more share buybacks instead of moving to issue a dividend.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f5b82506a0385a1265c494b21462678\" tg-width=\"640\" tg-height=\"43\"><span>(Source:Q1 10-K Filing SEC)</span></p>\n<p>In their 10-K filing, the company expanded their SRP program to include an additional US$25 BN which will be added atop the US$8.6 BN remaining from a 2017 authorization. That amounts to a current authorized SRP valued at around US$33.6 BN and we anticipate that this may further increase substantially moving forward. Despite outstanding shares reducing overtime, a large part is offset by additional equity issued as part of SBC to employees. It is disappointing that the firm isn’t making more of a definitive move to put that cash pile to use but this is nonetheless not a major red flag.</p>\n<p><b>Valuations</b></p>\n<p>Being a blue-chip company with strong FCF, we would normally value the social media giant with a DCF model. Today, however, we will be looking at EV/Sales and P/E Ratios to try and justify its future valuation, looking 3 years out as always to end 2023.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0878b205b837634b7d2528f57ebe84fc\" tg-width=\"640\" tg-height=\"321\"><span>(Source:Seeking Alpha)</span></p>\n<p>Looking 3 years out to end 23, Facebook is projected to grow revenues at an average of 23.4%, with growth in the 30s for this fiscal year. That would mean that Facebook is anticipated to grow revenues to US$160.8 BN by end 2023, up 87% from what they delivered in FY20 in 3 years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1707f8cfee45ce9ebb0e3ac961e78f48\" tg-width=\"640\" tg-height=\"338\"><span>(Source: TIKR.com)</span></p>\n<p>Since 2018, the firm has traded at an average EV/Sales of 8.85, and last exchanged hands at a multiple of 9.76. Although the firm is trading at a multiple above its mean and higher than any of the other stocks as part of the FAANG group, Facebook does have higher estimates than all the other companies in the near future as observed below. The data does not reflect estimates for 2023.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/444e1473e814530e2332cea02637af53\" tg-width=\"640\" tg-height=\"384\"><span>(Source: TIKR.com)</span></p>\n<p>Moreover, when we look further into the past all the way back to 2013, the company has historically traded at an average of 12.82 and even registered a high close to 22 in 2014. However, since we want to be conservative, but believe that the market has yet to really price Facebook for what it’s worth given all the headline risks in the media that have induced immediate selloffs without any fundamental reason, we will employ a multiple of 9.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8494d3084eed106a9cb0bff0f27cfe7a\" tg-width=\"640\" tg-height=\"384\"><span>(Source: TIKR.com)</span></p>\n<p>At an EV/Sales multiple of 9, that would put Facebook at a US$1.447 TRN dollar valuation by the end of 2023 and a share price of US$539, an upside of 58%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55014da5e82d1a67caaeb34766b35940\" tg-width=\"640\" tg-height=\"294\"><span>(Source:Seeking Alpha)</span></p>\n<p>When we look to revenue surprise and analyst estimate beat / miss trends, Facebook has quite the historical track record of surpassing estimates, having done so 10/12 times in the past 3 years. The average upside surprise stands at 3.59%. Assuming Facebook will continue to deliver the same upside surprise moving forward, a 3.59% beat to the top line estimate of 2023 would warrant revenues of US$166.57 BN. At the same EV/Sales ratio of 9, that would render a higher valuation of US$558.77 USD. Given that Facebook is very close to crossing the US$1 TRN dollar valuation mark, we anticipate this to be a very realistic price target.</p>\n<p>Now shifting on to another valuation method by P/E multiples, the valuation also paints a similar picture.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d67f3c257657bc10ee6be38c16d2a1f\" tg-width=\"640\" tg-height=\"207\"><span>(Source:Seeking Alpha)</span></p>\n<p>Turning to earnings estimates, the company is also projected to do high-teens digit growth for 2022 and 2023 and a close to 30% growth in the bottom line for this fiscal year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe26a8eabec7045dc5a904497737623\" tg-width=\"635\" tg-height=\"501\"><span>Data by YCharts</span></p>\n<p>Despite trading at the highest EV / Sales ratio of the FAANG stocks, Facebook is trading at the lowest TTM normalized PE Ratio amongst its peers, with the inclusion of Microsoft (FANGMA). This is likely due to the market failing to internalize and appreciate the company’s high NPM and profitability. Currently trading at a P/E ratio of 29.14, this is also below its historical means of as high as 60+ in 2016.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/247661f12f62820f6266763f49531355\" tg-width=\"635\" tg-height=\"417\"><span>Data by YCharts</span></p>\n<p>However, given that earnings have improved dramatically since and likely won’t be revisiting those levels as seen from the forward estimates, we will stick with what we believe to be a fair multiple for the stickiest company in the world, 30. At a P/E ratio of 30, that would put the end 2023 share price somewhere near levels of US$531.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce908799f1bf9091b49b94e03db7e476\" tg-width=\"640\" tg-height=\"284\"><span>(Source:Seeking Alpha)</span></p>\n<p>However, because of a surprisingly good earnings-beat track record once again, this has to be factored in moving forward. Of the last 3 years, Facebook has beat earnings 11/12 times. The average beat comes in at 15.72%. If we were to stick to a similar but more conservative beat of say 7%, that would put 2023 normalized earnings at 18.93. The exact same P/E ratio would now warrant a realistic share price of US$567.8, an upside of 66.3%.</p>\n<p>With all 4 estimates using different methods and assumptions with different levels of conservatism employed delivering a potential share price anywhere between US$531 and US$568, it would be fair to conclude that this is a realistic price target for the cashflow king 3 years out into the future. At the low end of estimates of US$531, this is still indicative of a 55% upside.</p>\n<p><b>Investor Takeaways</b></p>\n<p>To conclude, we believe Facebook has a very strong future ahead and the projected numbers for both the Topline and Bottom line are indicative of potential upside. We place significant emphasis on forward estimates as markets are future discounting mechanisms that react accordingly. The company enjoys unbelievably high margins, has a pristine balance sheet with absolutely no debt, and is anticipated to keep raking in high revenues with strong cashflow numbers.</p>\n<p>With so many growth opportunities such as the monetization ofWhatsApp, AR/VR, shops, marketplace growth, DIEM, and the continued growth in its legacy advertisement business both in terms of MAP and ARPUs, Facebook is here to stay and is nowhere near exhausting its full potential. The sizeable TAMs in each of the different business segments combined with other opportunities such as Facebook Reels which we did not cover, and the fact that it has yet to have been monetized, all point to a bright future.</p>\n<p>That being said, it is a given that the company will face many other bumps along moving forward. Facebook will continue to be subjected to what we call ‘headline risks’ whereby the stock will be overly sold off to the downside based upon nothing fundamental but one-sided exaggerated narratives. This we believe presents the best time to pick up shares and accumulate for the long run. Facebook has been perceived to have engaged in a lot of dubious unethical behaviour surrounding user data but like we said, that is separate from the investment opportunity the company presents and we will leave that to you to decide. Granted that there are many reasons surrounding the company's beat-down reputation, the return on invested capital is a different story and the main one to be focused on when considering if a company is a good investment or not.</p>\n<p>End day, when it comes to blue-chip stocks that have a firm hold in the industry, good sticky products, and solid financials, it is hard for the stock not to trend up overtime so long as estimates paint a bright picture and most importantly, the markets continue to value them in the same rational way. This has not always been the case and can be easily seen from Microsoft’s outperformance hiatus when the Dot Com bubble crashed, and the stock took 17 years to put in a new high. Still, we believe blue chip stocks are a good bet as of now and should be a part of everyone’s portfolio, and Facebook presents the best buy of the FAANG from our perspective. Till next time!</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>Facebook: Simply Unstoppable</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\">\nFacebook: Simply Unstoppable\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 16:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437000-facebook-simply-unstoppable><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe #StopHateforProfit Campaign, antitrust allegations, Apple IDFA issue, and a host of other historical issues have not stopped the social media giant and will not stop it.\nDespite an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4437000-facebook-simply-unstoppable\">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://seekingalpha.com/article/4437000-facebook-simply-unstoppable","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100563900","content_text":"Summary\n\nThe #StopHateforProfit Campaign, antitrust allegations, Apple IDFA issue, and a host of other historical issues have not stopped the social media giant and will not stop it.\nDespite an impressive rally delivering 65% since the start of CY20 and 26% YTD, Facebook remains undervalued relative to its peers and the FAANG stocks with the best forward estimates.\nThe strong moat originating from their sheer user base, and sizeable TAMs in E-commerce, VR/AR, digital assets (DIEM), cumulatively make for a compelling growth story.\nAlthough the company is highly controversial and rightfully so, this article focuses more on the quantitative analysis and less on the morals and ethics behind this investment. That, we shall leave to you.\n\nnemke/E+ via Getty Images\nInvestment Thesis\nFacebook (FB) has had a volatile trading period the past few years with a general uptrend, delivering shareholders nice returns whilst subjecting them to a few major dips which presented investors an opportunity for a steal. Despite the controversy and headline risks every now and then, the company has been able to battle through them and emerge ever so stronger. The company’s financials have been holding up and shows no sign of stoppage anytime soon. In a time as such, with significant uncertainty in the macro environment and inflation fears creeping up, we believe that shifting some of your assets to high cashflow generating companies is a wise strategy that will pay off. Growth and value are 2 different things, and there still exists growth companies that are undervalued and can still generate substantial cashflow, and we believe Facebook is one of them. The company also remains to be one of the more attractive blue-chip stocks compared to the others in the FAANG. We employ a 3–5-year outlook and have been bullish since USD$200/share. Let’s Begin!\nWhat is Facebook\nKnown to all, Facebook is a social media giant with a family of products including the likes of Facebook, Instagram,WhatsApp, Messenger, and now Oculus. The firm essentially has a stronghold in the social media industry and has an impressive DAP of2.72 BN as of Q1’21and MAP of 3.45 BN.\n(Source:FB Q1’21 Presentation)\nThe world has7.874 BNpeople as of the time of this writing and that would mean that 43.8% of all the people in the world use some form of product from Facebook’s portfolio in the past 30 days. On a daily basis, 34.5% of the people in the world use it. If that isn’t a sticky service, nothing really is. If we were to focus on the usage of the Facebook app solely, 23.8% of the world logs into the app daily based on DAUs.\nThe firm was founded in 2004 and generates the majority of their revenue from advertisements. If you have watched the social dilemma on Netflix, you would realize that Facebook’s real customer isn’t everyday users. Instead, users are the product, and they are being sold to advertisers. The company has created such an engaging and sticky service that users are more than happy to be using their apps, despite knowing that their data is being sold from one company to another. As appalling as it is, they’re indifferent to it all and still find the value in using the company’s products on a daily basis – keeping in touch with distant relatives, chatting with friends, staying up to date with the latest fashion trends and news… (According to the Pew Research Center, more than a 1/3 of US adults say they get their news regularly from Facebook)\n(Source:Pew Research Center)\nTo Facebook, this is equally as good as the more users, the wider the ‘product’ base that they have to offer their customers - advertisers. Advertisers are also indifferent to how Facebook attains its data, so long as Facebook’s targeting metrics and trackers are working well, the more likely it is that they are able to generate conversions. The more conversions, the more sales for them, the more ads they continue to pay for, the more revenue Facebook generates. Win-Win-Win, their apps are the bait, and the product (users), customers (advertisers), and supplier (Facebook), all walk away winners. It’s a remarkable business model that has stood the test of time and no matter the amount of controversy around the business, founders, and its practices, it isn’t going anywhere anytime soon and for one simple reason: Users likely can’t do without Facebook’s products whether they are willing to admit it or not.\nWhen we look back in the past to reflect on how the #StopHateForProfit Campaign turned out for the company, it is apparent that the impact it had on the top and bottom line were both minimal. The boycott was one that arose due to Facebook’s bad hate speech regulations and policing, and because of the laissez-faire attitude toward posts from then President, Donald Trump. More than 1000 companies publicly committed to boycotting the social media giant in June/July (coinciding with end Q2 and start Q3) and many of the top 100 advertisers based on ad spend such as Nike, Adidas, Puma, Coca-Cola, all revised their budgets downwards.\nDespite this, Facebook beat on Q2 earnings and saw an increase of 10.7% YOY. In its forward guidance, the company also announced that for July, they were anticipating a slowdown in YoY growth of 17% but was still due to see a 10% increase. They alsoanticipatedthe slowdown in growth to last through till October. However, the company did not attribute this slowdown to the boycott specifically but to 3 other major headwinds. With the benefit of hindsight, we can now see that even for Q3’20, the firm saw an impressive 21.6% rise in its top line, with the bottom line still registering a 12.2% improvement in NPM for Q2’20 YoY and a 200 bps NPM improvement in Q3.\nThe results are clear and indicative of a few things. The boycott by the largest companies did little to Facebook’s financial story as they still managed to register growth and did not see significant pullbacks that were material. This can be tied to the fact that most of Facebook’s advertisers are SMBs. Although certain few SMBs did join the boycott, most didn’t, and the firm still had their impressive 9 million + customer base to rely on. If anything, this also suggests that despite what any SMB stands for and whether they agree with a social cause or not, it is hard for them to find alternatives that they can shift to on a similar pricing scale. Big brands can easily pivot to other advertisements such as TV and radio commercials but SMBs simply can’t because of smaller budgets. Lastly, it is now clear that the campaign affected Facebook’s reputation more so than it did its cashflow.\nRisks\nOther risks that the company may face would be future antitrust lawsuits. As it is, the company is already facing allegations of being a monopoly based on their aggressive acquisitive history having acquired more than90 other companiessince inception. They were alsofined US$5 BNby the FTC in 2019 and were required to adopt their policies and employ new protections for the users and their data that has been shared.\n(Source: TIKR.com)\nThough representative of a historic penalty and the largest ever imposed on a company for violating user’s privacy rights, the US$5BN was a drop in the bucket for the giant that went on to generate US$70+ BN dollars for the year.\nThe current issues that they have with Apple’s new iOS changes and the IDFA implications are also likely not going to have a substantial impact on the firm. The Identifier for Advertisers [IDFA] is a random device identifier assigned by Apple to a user's device. Advertisers use this to track data so they can deliver customized advertising on mobile. With the new iOS changes, Apple essentially programmed it such that each app that wants to use these identifiers will have to ask users to opt in for tracking when the app is first launched. If users opt out, the app can’t track certain data and Facebook will have a smaller database of points to rely upon. As consumer preferences change, so will Facebook’s targeting that relies on IDFAs get worse and less effective due to outdated data points.\nAccording to aCNBC article:\n\n Most critically at stake for Facebook is what’s known as view-through conversions. This metric is used by ad-tech companies to measure how many users saw an ad, did not immediately click on it, but later made a purchase related to that ad.”\n\nWhen the conversion is made later on, the data IDFA for that particular user is then shared by the retailer to Facebook which is then used by the company to see if it matches the IDFA of the user who saw the ad. If they pair, it indicates that the ad was useful in generating a conversion. This data performance is then relayed to advertisers so that they can tweak their ad strategies accordingly. Withas much as 96% of usersanticipated to opt out of tracking on all apps, this would mean that mobile ads on 3rdparty apps may no longer be as useful if Facebook cannot really judge its effectiveness anymore. The more ineffective the ads become, the less conversions for retailers, and the more they pivot to other advertising platforms, which will impact the revenues for the firm.\nHowever, Facebook has disclosed that this will particularly only affect one form of advertisement which relies heavily on the IDFA, known as Audience Networks. Fortunately, the audience network segment only represents less than 10% of the firm’s total revenues. With the impact estimating to cost a drop in50% of all ads deliveredand hence sales from this segment, this would atbest represent a 5% drop in their total revenues. With that said, we do not anticipate that this will be present significant impact moving forward and the firm can easily recoup the 5% loss at worse by focusing on increasing ARPUs and user engagement to save their core business.\nThough Facebook started by disclosing that they anticipated the impact on their revenues to be large at first, this no longer seems to be the case. If anything, history has shown us that Mark is not one to back down and if he doesn’t get his way, he damn well will find another way to minimise loss and increase revenue generation in other segments to make up for it. If you aren’t too involved in the technicalities, we think it’s safe to bet on the jockey in this case. Besides, AR / VR growth,WhatsApp monetization, Reels monetization, further user growth in less developed countries away from the legacy North America and Europe region can very well pick up the lost (US$5BN) in sales.\nMoat\nAs mentioned above, the DAUs and MAUs for Facebook are very impressive with a large portion of the world using at least 1 of their products. The moat for the business relies on the wide user base that Facebook has meticulously built over the course of 17 years. With any new product that they have, the firm can easily roll it out to their database of users and expect demand to pick up in a matter of weeks, maybe even days. That is the power of the network of Facebook that really can’t be valued.\n(Source: FB Q1’21 Presentation)\nDespite the controversy, endless allegations, and negative headlines one after the other, the numbers don’t lie. DAUs have been increasing every single quarter, with the fastest growth observed in Asia-Pacific and the rest of the world. US & Canada growth has slowed as it nears saturation levels, and this is perfectly normal and to be expected. The way we anticipate Facebook to grow their core cash cow business moving forward is clean. 1) Focus on growing ARPUs in their saturated legacy areas (US & Canada and Europe) as well as 2) Increase User Growth by Geography in their growth areas (Asia-Pacific and the Rest of the World). Unsurprisingly, Facebook has been focused on doing just that.\n(Source: FB Q1’21 Presentation)\nWhen we look to the infamous metric for judging social media companies and their performance – ARPUs, we can see that in the legacy areas, ARPUs have been increasing at a faster pace than compared to growth areas. This falls in line with point number 1 as mentioned above. The legacy areas have already reached saturation levels and user growth is unable to grow at astounding rates anymore. However, since this represent areas that are more developed and generally have higher disposable incomes on the average, focusing on increasing ARPUs and monetizing advertisers is the right strategy and a very feasible one. Though the growth areas are also seeing ARPUs grow YoY as they should, they are not at the same pace as in the US & Canada and Europe. When we look to revenue generated by geography below, this confirms the thesis that revenue is growing faster than user base in those areas, and since ARPU equal to (Total Revenue from that Geography / Number of Users in that area), so long revenue is growing at a faster pace than the user base, they should increase meaningfully.\n(Source: FB Q1’21 Presentation)\nWhen we look to the slide below, it is also apparent that user numbers are growing much faster in Asia-Pacific and the rest of the world, away from the legacy areas. Across 2 years, MAUs which is the broadest business performance metric employed by Facebook, grew 22.4% and 25.4% in the growth areas while they only grew a mere 6.6% in US & Canada and 10.2% in Europe.\n(Source: FB Q1’21 Presentation)\nIf Facebook can continue to grow their user engagement numbers in the growth areas whilst maximizing ARPUs in legacy areas, the company can easily ensure that the core advertising model will remain the cash cow of the business, funding growth for their other product developments.\nGrowth Tactics\nWhen we look to potential growth Facebook has, the company isn’t short of any. Facebook has moved to monetizeWhatsApp, where they plan to generate fees from payments made within the app itself as well as through in-app status advertisements. The company is essentially trying to integrate the growth and TAM of the E-commerce market more seamlessly into their family of products including the likes ofWhatsApp. ThroughFacebook Pay, users can now engage in peer-to-peer payments withinWhatsApp itself at no cost. However, when businesses receive a fee from customers through the app itself, they will then have to pay a small ‘processing fee’ to Facebook and this is where it profits. This is the same method that is being employed by Shopify and all the other payment processing channels just that it is now being done locally inWhatsApp itself.WhatsApp payments has launched in Brazil, the 2nd largest market by users and the fee stands at 3.99%.\n(Source:Facebook Newsroom)\nThe firm has also been trying to grow their presence in the E-commerce market and reduce the friction customers experience when clicking through ads on its platforms. Both Instagram checkout and Facebook shops are aimed at doing just that. Their shops solutions are also expanding toWhatsApp, and the marketplace as observed above. The company sees a major shift to online shopping even after the grand reopening of the economies. As part of its effort over the years, they now have 1.2M active shops across their platforms and more than 300M monthly shop visitors. Thelatest releasestates that:\n\n Soon, we’ll give businesses in select countries the option to showcase their Shop inWhatsApp. In the US, we’ll enable them to bring Shops products into Marketplace, helping them reach the more than 1 billion people globally who visit each month.\n\n(Source:Facebook Newsroom)\nWhat’s even more fascinating is the fact that Facebook now plans to integrate new technologies such as AR Dynamic Ads to power the future of shopping. New visual discovery tools on their platforms like Instagram will help customers find new products that they resonate with faster than ever before and help them to visualize their products with AR experiences that they have been working on for a long time now.\nTheir continued expansion in the AR/VR market along with the rollout of DIEM, their native digital currency functioning as a stablecoin that was once under the “Libra Project” also presents good growth opportunity in the near future. Facebook is also looking to introducepodcasts and live audio streamsas part of the beginning of their audio journey. In short, Facebook still has a lot of room to grow moving forward apart from looking to squeeze out more cash from their legacy advertising business model. However, as always, product development is one thing, but the financials do need to shape up as well and with Facebook it does.\nFinancials\nOf the FAANG stock group, Facebook enjoys one of the highest margins. The company saw 80.55% in GM in Q1’21 and even in the past, it has enjoyed such high margins, trading between 80.5% to as high as 86.6% in FY17. The chart below also clearly indicates that the remarkable margins trickle down to the bottom line and aren’t wiped out due to operating expenses, registering a NPM of 35.7%.\nData by YCharts\nFB also routinely spends a large portion of their revenues on R&D, reinvesting into the business YoY to further improve their products and innovate on new ones. In 2020 the R&D expense represented 21.5% of total sales.\n(Source: TIKR.com)\nA large chunk of the firms’ revenues is also retained on the balance sheet which is then used over the years to funnel money to continue their acquisitive culture. Despite this, the strong cashflow that the firm enjoys allows it to stay at the top of their industry in terms of innovation whilst ensuring that their treasure trove of cash is growing should there be a need to deploy it. When we look to liquid cash that the firm holds (Cash & Equivalents, and STI), Facebook has grown it at a tremendous CAGR of 26.2%. Net Debt has also just been becoming less of a concern over the years. To date, even after the pandemic, Facebook has no debt.\n(Source: TIKR.com)\nGiven the data above, it is evident that the firm has one of the most pristine balance sheets in the industry and in the whole stock market. The US$62 BN that they hold as cash presents itself as a massive buffer to cushion the impact of whatever comes their way, be it another acquisitive opportunity, or yet another fine. Either way, the company can weather any financial storm and near balance sheet issues aren’t a problem. Shareholders aren’t too pleased with the cash pile just sitting there and would instead rather the firm start paying a dividend or pick up the pace in share buybacks to maximize investor returns. Facebook has never paid a dividend in its entirety and although they may consider that moving forward, we anticipate that it is not a move that they will commit to. In any case, we ourselves hope that they commit to more share buybacks instead of moving to issue a dividend.\n(Source:Q1 10-K Filing SEC)\nIn their 10-K filing, the company expanded their SRP program to include an additional US$25 BN which will be added atop the US$8.6 BN remaining from a 2017 authorization. That amounts to a current authorized SRP valued at around US$33.6 BN and we anticipate that this may further increase substantially moving forward. Despite outstanding shares reducing overtime, a large part is offset by additional equity issued as part of SBC to employees. It is disappointing that the firm isn’t making more of a definitive move to put that cash pile to use but this is nonetheless not a major red flag.\nValuations\nBeing a blue-chip company with strong FCF, we would normally value the social media giant with a DCF model. Today, however, we will be looking at EV/Sales and P/E Ratios to try and justify its future valuation, looking 3 years out as always to end 2023.\n(Source:Seeking Alpha)\nLooking 3 years out to end 23, Facebook is projected to grow revenues at an average of 23.4%, with growth in the 30s for this fiscal year. That would mean that Facebook is anticipated to grow revenues to US$160.8 BN by end 2023, up 87% from what they delivered in FY20 in 3 years.\n(Source: TIKR.com)\nSince 2018, the firm has traded at an average EV/Sales of 8.85, and last exchanged hands at a multiple of 9.76. Although the firm is trading at a multiple above its mean and higher than any of the other stocks as part of the FAANG group, Facebook does have higher estimates than all the other companies in the near future as observed below. The data does not reflect estimates for 2023.\n(Source: TIKR.com)\nMoreover, when we look further into the past all the way back to 2013, the company has historically traded at an average of 12.82 and even registered a high close to 22 in 2014. However, since we want to be conservative, but believe that the market has yet to really price Facebook for what it’s worth given all the headline risks in the media that have induced immediate selloffs without any fundamental reason, we will employ a multiple of 9.\n(Source: TIKR.com)\nAt an EV/Sales multiple of 9, that would put Facebook at a US$1.447 TRN dollar valuation by the end of 2023 and a share price of US$539, an upside of 58%.\n(Source:Seeking Alpha)\nWhen we look to revenue surprise and analyst estimate beat / miss trends, Facebook has quite the historical track record of surpassing estimates, having done so 10/12 times in the past 3 years. The average upside surprise stands at 3.59%. Assuming Facebook will continue to deliver the same upside surprise moving forward, a 3.59% beat to the top line estimate of 2023 would warrant revenues of US$166.57 BN. At the same EV/Sales ratio of 9, that would render a higher valuation of US$558.77 USD. Given that Facebook is very close to crossing the US$1 TRN dollar valuation mark, we anticipate this to be a very realistic price target.\nNow shifting on to another valuation method by P/E multiples, the valuation also paints a similar picture.\n(Source:Seeking Alpha)\nTurning to earnings estimates, the company is also projected to do high-teens digit growth for 2022 and 2023 and a close to 30% growth in the bottom line for this fiscal year.\nData by YCharts\nDespite trading at the highest EV / Sales ratio of the FAANG stocks, Facebook is trading at the lowest TTM normalized PE Ratio amongst its peers, with the inclusion of Microsoft (FANGMA). This is likely due to the market failing to internalize and appreciate the company’s high NPM and profitability. Currently trading at a P/E ratio of 29.14, this is also below its historical means of as high as 60+ in 2016.\nData by YCharts\nHowever, given that earnings have improved dramatically since and likely won’t be revisiting those levels as seen from the forward estimates, we will stick with what we believe to be a fair multiple for the stickiest company in the world, 30. At a P/E ratio of 30, that would put the end 2023 share price somewhere near levels of US$531.\n(Source:Seeking Alpha)\nHowever, because of a surprisingly good earnings-beat track record once again, this has to be factored in moving forward. Of the last 3 years, Facebook has beat earnings 11/12 times. The average beat comes in at 15.72%. If we were to stick to a similar but more conservative beat of say 7%, that would put 2023 normalized earnings at 18.93. The exact same P/E ratio would now warrant a realistic share price of US$567.8, an upside of 66.3%.\nWith all 4 estimates using different methods and assumptions with different levels of conservatism employed delivering a potential share price anywhere between US$531 and US$568, it would be fair to conclude that this is a realistic price target for the cashflow king 3 years out into the future. At the low end of estimates of US$531, this is still indicative of a 55% upside.\nInvestor Takeaways\nTo conclude, we believe Facebook has a very strong future ahead and the projected numbers for both the Topline and Bottom line are indicative of potential upside. We place significant emphasis on forward estimates as markets are future discounting mechanisms that react accordingly. The company enjoys unbelievably high margins, has a pristine balance sheet with absolutely no debt, and is anticipated to keep raking in high revenues with strong cashflow numbers.\nWith so many growth opportunities such as the monetization ofWhatsApp, AR/VR, shops, marketplace growth, DIEM, and the continued growth in its legacy advertisement business both in terms of MAP and ARPUs, Facebook is here to stay and is nowhere near exhausting its full potential. The sizeable TAMs in each of the different business segments combined with other opportunities such as Facebook Reels which we did not cover, and the fact that it has yet to have been monetized, all point to a bright future.\nThat being said, it is a given that the company will face many other bumps along moving forward. Facebook will continue to be subjected to what we call ‘headline risks’ whereby the stock will be overly sold off to the downside based upon nothing fundamental but one-sided exaggerated narratives. This we believe presents the best time to pick up shares and accumulate for the long run. Facebook has been perceived to have engaged in a lot of dubious unethical behaviour surrounding user data but like we said, that is separate from the investment opportunity the company presents and we will leave that to you to decide. Granted that there are many reasons surrounding the company's beat-down reputation, the return on invested capital is a different story and the main one to be focused on when considering if a company is a good investment or not.\nEnd day, when it comes to blue-chip stocks that have a firm hold in the industry, good sticky products, and solid financials, it is hard for the stock not to trend up overtime so long as estimates paint a bright picture and most importantly, the markets continue to value them in the same rational way. This has not always been the case and can be easily seen from Microsoft’s outperformance hiatus when the Dot Com bubble crashed, and the stock took 17 years to put in a new high. Still, we believe blue chip stocks are a good bet as of now and should be a part of everyone’s portfolio, and Facebook presents the best buy of the FAANG from our perspective. Till next time!","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":164161973,"gmtCreate":1624181802392,"gmtModify":1634009718176,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[哇塞]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[哇塞]&nbsp;","text":"$Tesla Motors(TSLA)$[哇塞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164161973","repostId":"164348153","repostType":1,"repost":{"id":164348153,"gmtCreate":1624174789672,"gmtModify":1624174789672,"author":{"id":"3562909664933798","authorId":"3562909664933798","name":"特斯拉TESLA","avatar":"https://static.tigerbbs.com/2a10a299123b86d5a56448aaa04336b4","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"还记得TA年轻的时候吗？","htmlText":"穿越时空回到那些年的父亲节&nbsp;，与他一起出发。一台车，一家人，在阔绰的空间里，开启每段旅程。容载家，满载爱，于无声的岁月中，见证父爱永恒。点击「特斯拉TESLA」头像账号跳转至主页面，于展位区选择心仪的车型感受特斯拉惊喜试驾体验吧！","listText":"穿越时空回到那些年的父亲节&nbsp;，与他一起出发。一台车，一家人，在阔绰的空间里，开启每段旅程。容载家，满载爱，于无声的岁月中，见证父爱永恒。点击「特斯拉TESLA」头像账号跳转至主页面，于展位区选择心仪的车型感受特斯拉惊喜试驾体验吧！","text":"穿越时空回到那些年的父亲节 ，与他一起出发。一台车，一家人，在阔绰的空间里，开启每段旅程。容载家，满载爱，于无声的岁月中，见证父爱永恒。点击「特斯拉TESLA」头像账号跳转至主页面，于展位区选择心仪的车型感受特斯拉惊喜试驾体验吧！","images":[{"img":"https://static.tigerbbs.com/4545a08bdbf742b9d325ede0b2325cc9"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164348153","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340869380,"gmtCreate":1617372709640,"gmtModify":1634521196373,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[看涨]&nbsp;[强]&nbsp;[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[看涨]&nbsp;[强]&nbsp;[财迷]&nbsp;","text":"$Tesla Motors(TSLA)$[看涨] [强] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/340869380","repostId":"2124875875","repostType":4,"repost":{"id":"2124875875","pubTimestamp":1617366960,"share":"https://www.laohu8.com/m/news/2124875875?lang=&edition=full","pubTime":"2021-04-02 20:36","market":"us","language":"en","title":"Tesla Q1 2021 Vehicle Production & Deliveries","url":"https://stock-news.laohu8.com/highlight/detail?id=2124875875","media":"StreetInsider","summary":"PALO ALTO, Calif., April 02, 2021  -- In the first quarter, we produced just over 180,000 vehicles and delivered nearly 185,000 vehicles. We are encouraged by the strong reception of the Model Y in China and are quickly progressing to full production capacity. The new Model S and Model X have also been exceptionally well received, with the new equipment installed and tested in Q1 and we are in the early stages of ramping production.Forward-Looking Statements Statements herein regarding the timin","content":"<p>PALO ALTO, Calif., April 02, 2021 (GLOBE NEWSWIRE) -- In the first quarter, we produced just over 180,000 vehicles and delivered nearly 185,000 vehicles. We are encouraged by the strong reception of the Model Y in China and are quickly progressing to full production capacity. The new Model S and Model X have also been exceptionally well received, with the new equipment installed and tested in Q1 and we are in the early stages of ramping production.</p>\n<table>\n <tbody>\n  <tr>\n   <td></td>\n   <td><b>Production</b></td>\n   <td><b>Deliveries</b></td>\n   <td><b>Subject to operating lease accounting</b></td>\n  </tr>\n  <tr>\n   <td>Model S/X</td>\n   <td>-</td>\n   <td>2,020</td>\n   <td>6%</td>\n  </tr>\n  <tr>\n   <td>Model 3/Y</td>\n   <td>180,338</td>\n   <td>182,780</td>\n   <td>7%</td>\n  </tr>\n  <tr>\n   <td><b>Total</b></td>\n   <td><b>180,338</b></td>\n   <td><b>184,800</b></td>\n   <td><b>7%</b></td>\n  </tr>\n </tbody>\n</table>\n<p>***************</p>\n<p>Our net income and cash flow results will be announced along with the rest of our financial performance when we announce Q1 earnings. Our delivery count should be viewed as slightly conservative, as we only count a car as delivered if it is transferred to the customer and all paperwork is correct. Final numbers could vary by up to 0.5% or more. Tesla vehicle deliveries represent only <a href=\"https://laohu8.com/S/AONE\">one</a> measure of the company’s financial performance and should not be relied on as an indicator of quarterly financial results, which depend on a variety of factors, including the cost of sales, foreign exchange movements and mix of directly leased vehicles.</p>\n<p><b>Forward-Looking Statements</b>&nbsp;Statements herein regarding the timing and future progress of our vehicle production ramp are “forward-looking statements” based on management’s current expectations and that are subject to risks and uncertainties. Various important factors could cause actual results to differ materially, including the risks identified in our SEC filings. Tesla disclaims any obligation to update this information.</p>\n<p><img src=\"https://static.tigerbbs.com/db04c7b378cb2db912c3ba8a5a774ee3\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/c2196de8ba412c60c22ab491af7b1409\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"></p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Q1 2021 Vehicle Production & Deliveries</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\">\nTesla Q1 2021 Vehicle Production & Deliveries\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-02 20:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18215929><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PALO ALTO, Calif., April 02, 2021 (GLOBE NEWSWIRE) -- In the first quarter, we produced just over 180,000 vehicles and delivered nearly 185,000 vehicles. We are encouraged by the strong reception of ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18215929\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18215929","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2124875875","content_text":"PALO ALTO, Calif., April 02, 2021 (GLOBE NEWSWIRE) -- In the first quarter, we produced just over 180,000 vehicles and delivered nearly 185,000 vehicles. We are encouraged by the strong reception of the Model Y in China and are quickly progressing to full production capacity. The new Model S and Model X have also been exceptionally well received, with the new equipment installed and tested in Q1 and we are in the early stages of ramping production.\n\n\n\n\nProduction\nDeliveries\nSubject to operating lease accounting\n\n\nModel S/X\n-\n2,020\n6%\n\n\nModel 3/Y\n180,338\n182,780\n7%\n\n\nTotal\n180,338\n184,800\n7%\n\n\n\n***************\nOur net income and cash flow results will be announced along with the rest of our financial performance when we announce Q1 earnings. Our delivery count should be viewed as slightly conservative, as we only count a car as delivered if it is transferred to the customer and all paperwork is correct. Final numbers could vary by up to 0.5% or more. Tesla vehicle deliveries represent only one measure of the company’s financial performance and should not be relied on as an indicator of quarterly financial results, which depend on a variety of factors, including the cost of sales, foreign exchange movements and mix of directly leased vehicles.\nForward-Looking Statements Statements herein regarding the timing and future progress of our vehicle production ramp are “forward-looking statements” based on management’s current expectations and that are subject to risks and uncertainties. Various important factors could cause actual results to differ materially, including the risks identified in our SEC filings. Tesla disclaims any obligation to update this information.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356081376,"gmtCreate":1616741864795,"gmtModify":1634524261797,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>[强]&nbsp;[看涨]&nbsp;","listText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>[强]&nbsp;[看涨]&nbsp;","text":"$Walt Disney(DIS)$[强] [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/356081376","repostId":"358785359","repostType":1,"repost":{"id":358785359,"gmtCreate":1616731321571,"gmtModify":1616731321571,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"迪士尼预进行“迪士尼乐园未来”项目对加州乐园进行改造，将于2023年前提交详细计划","htmlText":"美股研究社消息，智通财经APP获悉，据媒体报道，<a target=\"_blank\" href=\"https://laohu8.com/S/DIS\">$迪士尼(DIS)$</a>&nbsp;(DIS.US)计划对加州阿纳海姆的迪士尼乐园进行升级改造，在其现有的园区设施基础增加新的景点、商店和餐馆。迪士尼强调，公司没有计划寻求任何公共资金来支持该项目。过去，迪士尼在建设项目时曾要求减税和其他激励措施。 据报道，这个名为“迪士尼乐园未来”（DisneylandForward）的项目将历时数年，尚未确定成本或目标日期。迪士尼表示，他们希望将新的景点、商店和餐馆带入度假村现有的未开发区域，特别是在主题公园以西两家迪士尼酒店周围以及度假村以东的停车场。该公司表示，现在披露建设成本还为时过早，但承诺将在2023年前将详细的开发计划提交阿纳海姆市议会批准。早前迪士尼曾斥资10亿美元，打造的《星球大战：银河边缘》（Star Wars:Galaxy's Edge）于2019年5月正式开放。 本文来源：美股研究社，转载请注明版权","listText":"美股研究社消息，智通财经APP获悉，据媒体报道，<a target=\"_blank\" href=\"https://laohu8.com/S/DIS\">$迪士尼(DIS)$</a>&nbsp;(DIS.US)计划对加州阿纳海姆的迪士尼乐园进行升级改造，在其现有的园区设施基础增加新的景点、商店和餐馆。迪士尼强调，公司没有计划寻求任何公共资金来支持该项目。过去，迪士尼在建设项目时曾要求减税和其他激励措施。 据报道，这个名为“迪士尼乐园未来”（DisneylandForward）的项目将历时数年，尚未确定成本或目标日期。迪士尼表示，他们希望将新的景点、商店和餐馆带入度假村现有的未开发区域，特别是在主题公园以西两家迪士尼酒店周围以及度假村以东的停车场。该公司表示，现在披露建设成本还为时过早，但承诺将在2023年前将详细的开发计划提交阿纳海姆市议会批准。早前迪士尼曾斥资10亿美元，打造的《星球大战：银河边缘》（Star Wars:Galaxy's Edge）于2019年5月正式开放。 本文来源：美股研究社，转载请注明版权","text":"美股研究社消息，智通财经APP获悉，据媒体报道，$迪士尼(DIS)$ (DIS.US)计划对加州阿纳海姆的迪士尼乐园进行升级改造，在其现有的园区设施基础增加新的景点、商店和餐馆。迪士尼强调，公司没有计划寻求任何公共资金来支持该项目。过去，迪士尼在建设项目时曾要求减税和其他激励措施。 据报道，这个名为“迪士尼乐园未来”（DisneylandForward）的项目将历时数年，尚未确定成本或目标日期。迪士尼表示，他们希望将新的景点、商店和餐馆带入度假村现有的未开发区域，特别是在主题公园以西两家迪士尼酒店周围以及度假村以东的停车场。该公司表示，现在披露建设成本还为时过早，但承诺将在2023年前将详细的开发计划提交阿纳海姆市议会批准。早前迪士尼曾斥资10亿美元，打造的《星球大战：银河边缘》（Star Wars:Galaxy's Edge）于2019年5月正式开放。 本文来源：美股研究社，转载请注明版权","images":[{"img":"https://static.tigerbbs.com/75967225f17b61f7c8cd743f8100e3d2","width":"1000","height":"750"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358785359","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382845055,"gmtCreate":1613435624277,"gmtModify":1634553709022,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[财迷]&nbsp;","text":"$Tesla Motors(TSLA)$[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/382845055","repostId":"1179092967","repostType":4,"repost":{"id":"1179092967","pubTimestamp":1613100617,"share":"https://www.laohu8.com/m/news/1179092967?lang=&edition=full","pubTime":"2021-02-12 11:30","market":"us","language":"en","title":"Not Just Tesla: Why Big Companies are Buying into Crypto-Mania","url":"https://stock-news.laohu8.com/highlight/detail?id=1179092967","media":"barrons","summary":"For months, there has beena consistent trickle of newsabout mainstream businesses getting involved in cryptocurrencies. In the past week, it has turned into a flood, helping to push the price of Bitcoin to a record of $48,297 on Thursday.The most buzzworthy move came from Tesla , which disclosed on Monday that it hasbought $1.5 billion worth of Bitcointo hold on its balance sheet. The company plans to let consumers use the currency to pay for cars.Mastercard  said on Wednesday that it will let m","content":"<p>For months, there has beena consistent trickle of newsabout mainstream businesses getting involved in cryptocurrencies. In the past week, it has turned into a flood, helping to push the price of Bitcoin to a record of $48,297 on Thursday.</p><p>The most buzzworthy move came from Tesla (ticker: TSLA), which disclosed on Monday that it hasbought $1.5 billion worth of Bitcointo hold on its balance sheet. The company plans to let consumers use the currency to pay for cars.</p><p>But Tesla isn’t the only one. On Thursday, BNY Mellon (BK), the oldest bank in the U.S.,said it will hold and transfer cryptocurrencies for customers. “Growing client demand for digital assets, maturity of advanced solutions, and improving regulatory clarity present a tremendous opportunity for us to extend our current service offerings to this emerging field,” said Roman Regelman, the bank’s CEO of asset servicing and head of digital.</p><p>Mastercard (MA) said on Wednesday that it will let merchants accept some cryptocurrencies through its network later this year. The payments will be converted to traditional money before it enters the companies’ systems.Twitter(TWTR) is also considering a Bitcoin investment. And Square (SQ) has already put some on its balance sheet, as well as given users of its Cash App access to buy the cryptocurrency.</p><p>Why is this happening now? Cryptocurrencies are still not particularly useful outside of a very few cases, such as cross-border transactions. Even there, they haven’t fully taken hold.</p><p>There are at least four big reasons corporations are diving in.</p><p>One is that some company founders believe in Bitcoin. Their excitement about the asset has convinced them that their companies need to be involved, or have cryptocurrency investments, even if Bitcoin isn’t really the core of their operations. That appears to be the case for Tesla and its CEO Elon Musk, and for a software company calledMicrostrategyand its CEO, Michael Saylor.</p><p>Microstrategy, whose entire market capitalization was below $1 billion early last year, now owns more than $2 billion of Bitcoin, and its market cap is now just under $10 billion. Saylor told<i>Barron’s</i>&nbsp;in an interview last yearthat he sees Bitcoin as a hedge against monetary debasement and inflation.</p><p>Square CEO Jack Dorsey ‘s fascination with Bitcoin also likely sped Square’s adoption. He has spoken about his interest in the currency for years.</p><p>Tesla’s purchase of Bitcoin is strong marketing for the company and the currency, said Dan Morehead, founder of the crypto hedge fund Pantera Capital. But it won’t likely change the way Bitcoin is used. “Tesla sells a half a million cars a year,” he said. “If they sold 4% in Bitcoin, I’d be surprised.” Morehead thinks Bitoin’s growing use for cross-border payments is much more exciting from a practical perspective.</p><p>Other companies are getting into Bitcoin because of customer demand. That appears to be the case for BNY Mellon, which is not known for making risky bets on new technologies. It could stay out of the industry altogether, but more institutional investors are buying Bitcoin and need somewhere to put it.</p><p>And the infrastructure around Bitcoin has grown, so that it now more closely resembles the systems used in the rest of the world of finance.. Big companies now insure cryptocurrencies or—as in the case ofJPMorgan Chase(JPM)—offer services to cryptocurrency businesses, even if most still don’t hold Bitcoin on their own balance sheets.</p><p>A third reason is increasing government acceptance of the trend. BNY cited greater regulatory clarity around Bitcoin as one reason it is diving in. The U.S. government has taken a mostly laissez-faire approach to regulating digital assets even as many of the illegal activities that cryptocurrency has been associated with in the past have continued. Without at least the tacit approval of regulators, crypto couldn’t have landed on the balance sheets of so many companies.</p><p>A fourth reason cryptocurrencies are gaining hold in corporate boardrooms is that they serve multiple purposes. That gives corporations several different rationales to hold the coins, or offer related services. Cryptocurrencies have the potential to go well beyond Bitcoin’s initial premise as a way to send money without financial intermediaries. So-called stablecoins, whose value is meant to track fiat currencies, could allow for faster transactions for some kinds of financial services, for instance.</p><p>Visa(V) andMasterCardseem like the last places in the world that Bitcoin would take hold given that Bitcoin was created to eliminate the middlemen in finance. Few companies fill the role of middleman as perfectly as the credit-card processors. Visa, however, thinks that cryptocurrencies are useful for many other purposes, and its trusted brand makes it an important player, according to Cuy Sheffield, head of crypto at the company.</p><p>“We’ve seen growing demand from clients across the world that want to be able to plug in and use these networks, but they want a global, neutral, trusted brand, to help them be able to do that,” Sheffield said in an interview. Visa said last week it has created software that allows bank customers to buy and hold cryptocurrencies through lenders’ websites.</p><p>Will old-line financial companies be the biggest beneficiaries of the crypto “revolution”? Michael Venuto, the chief investment officer of Toroso Investments, doesn’t think it will be easy for them to dominate this new world. Toroso created theAmplify Transformational Data SharingETF (ticker: BLOK), which invests in public companies involved in the technology behind Bitcoin.</p><p>“In terms of the self-referenced paradox of the old economy accepting the blockchain, it is simply inevitable,” Venuto wrote in an email to<i>Barron’s</i>. “If they don’t explore the blockchain they will be extinct. They understand that, but they are not aware of how big the changes will be or how fast they will happen. They have to evolve, but evolution can be messy.”</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Not Just Tesla: Why Big Companies are Buying into Crypto-Mania</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\">\nNot Just Tesla: Why Big Companies are Buying into Crypto-Mania\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-12 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/not-just-tesla-why-big-companies-are-buying-into-crypto-mania-51613069805?mod=hp_LEADSUPP_1><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For months, there has beena consistent trickle of newsabout mainstream businesses getting involved in cryptocurrencies. In the past week, it has turned into a flood, helping to push the price of ...</p>\n\n<a href=\"https://www.barrons.com/articles/not-just-tesla-why-big-companies-are-buying-into-crypto-mania-51613069805?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/414360f2ef7b5c785cb936b4a9b53a44","relate_stocks":{"TSLA":"特斯拉","GBTC":"Grayscale Bitcoin Trust"},"source_url":"https://www.barrons.com/articles/not-just-tesla-why-big-companies-are-buying-into-crypto-mania-51613069805?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179092967","content_text":"For months, there has beena consistent trickle of newsabout mainstream businesses getting involved in cryptocurrencies. In the past week, it has turned into a flood, helping to push the price of Bitcoin to a record of $48,297 on Thursday.The most buzzworthy move came from Tesla (ticker: TSLA), which disclosed on Monday that it hasbought $1.5 billion worth of Bitcointo hold on its balance sheet. The company plans to let consumers use the currency to pay for cars.But Tesla isn’t the only one. On Thursday, BNY Mellon (BK), the oldest bank in the U.S.,said it will hold and transfer cryptocurrencies for customers. “Growing client demand for digital assets, maturity of advanced solutions, and improving regulatory clarity present a tremendous opportunity for us to extend our current service offerings to this emerging field,” said Roman Regelman, the bank’s CEO of asset servicing and head of digital.Mastercard (MA) said on Wednesday that it will let merchants accept some cryptocurrencies through its network later this year. The payments will be converted to traditional money before it enters the companies’ systems.Twitter(TWTR) is also considering a Bitcoin investment. And Square (SQ) has already put some on its balance sheet, as well as given users of its Cash App access to buy the cryptocurrency.Why is this happening now? Cryptocurrencies are still not particularly useful outside of a very few cases, such as cross-border transactions. Even there, they haven’t fully taken hold.There are at least four big reasons corporations are diving in.One is that some company founders believe in Bitcoin. Their excitement about the asset has convinced them that their companies need to be involved, or have cryptocurrency investments, even if Bitcoin isn’t really the core of their operations. That appears to be the case for Tesla and its CEO Elon Musk, and for a software company calledMicrostrategyand its CEO, Michael Saylor.Microstrategy, whose entire market capitalization was below $1 billion early last year, now owns more than $2 billion of Bitcoin, and its market cap is now just under $10 billion. Saylor toldBarron’s in an interview last yearthat he sees Bitcoin as a hedge against monetary debasement and inflation.Square CEO Jack Dorsey ‘s fascination with Bitcoin also likely sped Square’s adoption. He has spoken about his interest in the currency for years.Tesla’s purchase of Bitcoin is strong marketing for the company and the currency, said Dan Morehead, founder of the crypto hedge fund Pantera Capital. But it won’t likely change the way Bitcoin is used. “Tesla sells a half a million cars a year,” he said. “If they sold 4% in Bitcoin, I’d be surprised.” Morehead thinks Bitoin’s growing use for cross-border payments is much more exciting from a practical perspective.Other companies are getting into Bitcoin because of customer demand. That appears to be the case for BNY Mellon, which is not known for making risky bets on new technologies. It could stay out of the industry altogether, but more institutional investors are buying Bitcoin and need somewhere to put it.And the infrastructure around Bitcoin has grown, so that it now more closely resembles the systems used in the rest of the world of finance.. Big companies now insure cryptocurrencies or—as in the case ofJPMorgan Chase(JPM)—offer services to cryptocurrency businesses, even if most still don’t hold Bitcoin on their own balance sheets.A third reason is increasing government acceptance of the trend. BNY cited greater regulatory clarity around Bitcoin as one reason it is diving in. The U.S. government has taken a mostly laissez-faire approach to regulating digital assets even as many of the illegal activities that cryptocurrency has been associated with in the past have continued. Without at least the tacit approval of regulators, crypto couldn’t have landed on the balance sheets of so many companies.A fourth reason cryptocurrencies are gaining hold in corporate boardrooms is that they serve multiple purposes. That gives corporations several different rationales to hold the coins, or offer related services. Cryptocurrencies have the potential to go well beyond Bitcoin’s initial premise as a way to send money without financial intermediaries. So-called stablecoins, whose value is meant to track fiat currencies, could allow for faster transactions for some kinds of financial services, for instance.Visa(V) andMasterCardseem like the last places in the world that Bitcoin would take hold given that Bitcoin was created to eliminate the middlemen in finance. Few companies fill the role of middleman as perfectly as the credit-card processors. Visa, however, thinks that cryptocurrencies are useful for many other purposes, and its trusted brand makes it an important player, according to Cuy Sheffield, head of crypto at the company.“We’ve seen growing demand from clients across the world that want to be able to plug in and use these networks, but they want a global, neutral, trusted brand, to help them be able to do that,” Sheffield said in an interview. Visa said last week it has created software that allows bank customers to buy and hold cryptocurrencies through lenders’ websites.Will old-line financial companies be the biggest beneficiaries of the crypto “revolution”? Michael Venuto, the chief investment officer of Toroso Investments, doesn’t think it will be easy for them to dominate this new world. Toroso created theAmplify Transformational Data SharingETF (ticker: BLOK), which invests in public companies involved in the technology behind Bitcoin.“In terms of the self-referenced paradox of the old economy accepting the blockchain, it is simply inevitable,” Venuto wrote in an email toBarron’s. “If they don’t explore the blockchain they will be extinct. They understand that, but they are not aware of how big the changes will be or how fast they will happen. They have to evolve, but evolution can be messy.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315424714,"gmtCreate":1612273250638,"gmtModify":1703759661658,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>加仓[得意]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>加仓[得意]&nbsp;","text":"$Tesla Motors(TSLA)$加仓[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/315424714","isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182163681,"gmtCreate":1623558176843,"gmtModify":1634031714470,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[得意]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[得意]&nbsp;","text":"$Tesla Motors(TSLA)$[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/182163681","repostId":"181445412","repostType":1,"repost":{"id":181445412,"gmtCreate":1623409230732,"gmtModify":1623411000250,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"特斯拉发布有史以来最快量产车：Model S Plaid百公里加速只需2秒","htmlText":"\n \n \n  马斯克在特斯拉位于加利福尼亚州弗里蒙特的工厂举办了一场发布会，展示了Model S Plaid。马斯克声称：它是迄今为止最快的量产车，百公里加速可以在2秒以内。续航里程400英里，最高时速200公里/小时 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> [眼眼]\n \n","listText":"马斯克在特斯拉位于加利福尼亚州弗里蒙特的工厂举办了一场发布会，展示了Model S Plaid。马斯克声称：它是迄今为止最快的量产车，百公里加速可以在2秒以内。续航里程400英里，最高时速200公里/小时 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> [眼眼]","text":"马斯克在特斯拉位于加利福尼亚州弗里蒙特的工厂举办了一场发布会，展示了Model S Plaid。马斯克声称：它是迄今为止最快的量产车，百公里加速可以在2秒以内。续航里程400英里，最高时速200公里/小时 $特斯拉(TSLA)$ [眼眼]","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181445412","isVote":1,"tweetType":2,"object":{"id":"ccbdcbccd9e24c2d8db2582539183a39","tweetId":"181445412","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/bd1a97933701925919189365448/2vbAFWW1wCgA.mp4","poster":"https://static.tigerbbs.com/6cfa4ef95f1e989c634d9c4ec2934233"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350098388,"gmtCreate":1616134022544,"gmtModify":1634527059816,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a> buy the dip&nbsp;[保佑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a> buy the dip&nbsp;[保佑]&nbsp;","text":"$Apple(AAPL)$ buy the dip [保佑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/350098388","repostId":"1147443878","repostType":4,"repost":{"id":"1147443878","pubTimestamp":1616117641,"share":"https://www.laohu8.com/m/news/1147443878?lang=&edition=full","pubTime":"2021-03-19 09:34","market":"us","language":"en","title":"Apple Stock Is A Strong Buy, Expert Says. Here’s Why","url":"https://stock-news.laohu8.com/highlight/detail?id=1147443878","media":"TheStreet","summary":"evercore ISI’s analyst Amit Daryanani has been one of the latest Wall Street analysts to publish a report on Apple stock. While he has maintained his bullish rating on the shares intact, he upped the ante and set a Street-high price target of $175 apiece this week – for upside of over 40% from current levels.Today, the Apple Maven looks closer into why the analyst believes Apple is such a strong buy today. I then add the perspective of another bullish expert, who believes Apple’s market value is","content":"<p>evercore ISI’s analyst Amit Daryanani has been one of the latest Wall Street analysts to publish a report on Apple stock. While he has maintained his bullish rating on the shares intact, he upped the ante and set a Street-high price target of $175 apiece this week – for upside of over 40% from current levels.</p>\n<p>Today, the Apple Maven looks closer into why the analyst believes Apple is such a strong buy today. I then add the perspective of another bullish expert, who believes Apple’s market value is heading to $3 trillion in the foreseeable future.</p>\n<p><b>Not all about the iPhone</b></p>\n<p>Apple has been most closely associated with iPhones in the past decade and a half. But&nbsp;this analyst supports his bullish thesis&nbsp;on factors that do not always make the headlines: services and wearables.</p>\n<p>Here is what Evercore currently sees:</p>\n<blockquote>\n “A clear path to $100 billion in services revenue by fiscal 2025 and $70 billion for wearables. The growth should help drive margin expansion and help smooth out the cyclical nature of the hardware business.”\n</blockquote>\n<p>Should the research shop be right about the services opportunity, Apple would effectively double segment revenues in five years, as it did between 2016 and 2020. I recently&nbsp;argued that the feat could be achieved, especially with the introduction of new service offerings (that are either too nascent or have yet to caught on, such as Fitness+ and Arcade+) and the launch of the Apple One bundle.</p>\n<p>On the wearables side, growing to $70 billion by 2025 would mean more than doubling fiscal 2020 revenues of $31 billion. There are a couple of ways that Apple could reach this goal, and the company would probably need to execute on all fronts at the same time to be successful:</p>\n<ul>\n <li>Grow market penetration in smartwatches;</li>\n <li>Widen the product portfolio in earphones and home devices;</li>\n <li>Introduce category-defining products,such as mixed reality headsets.</li>\n</ul>\n<p>Wrapping up the bull case, Evercore mentions two other factors. First, share buybacks could accelerate, as Apple tries to&nbsp;put its cash pile to use in a low-interest environment. Second, the research company sees valuation multiples staying higher for longer, as Apple earns a consumer goods premium.</p>\n<p><b>The usual suspects: 5G super cycle, Apple Car</b></p>\n<p>On the path to $175 per share, Evercore did not forget to mention some of the trendier, high-flying growth opportunities – among them, the Apple Car. But when it comes to seeing the longer-term trends, Wedbush’s Dan Ives is probably the analyst that relies on them the most to support his own $175 price target (or $225, under his best-case scenario).</p>\n<p>According to Wedbush, the “super cycle party” should continue&nbsp;with the launch of the iPhone 13, later in 2021. The analyst believes that roughly 40% of the global iPhone installed base is due for an upgrade.</p>\n<p>On the electric vehicle front, the opportunity could reach $5 trillion over the next decade. Wedbush thinks that Apple could announce a production partner this summer, and soon kickstart its fight for share in this promising new market.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock Is A Strong Buy, Expert Says. Here’s Why</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\">\nApple Stock Is A Strong Buy, Expert Says. Here’s Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 09:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-is-a-strong-buy-expert-says-heres-why><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>evercore ISI’s analyst Amit Daryanani has been one of the latest Wall Street analysts to publish a report on Apple stock. While he has maintained his bullish rating on the shares intact, he upped the ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-is-a-strong-buy-expert-says-heres-why\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-is-a-strong-buy-expert-says-heres-why","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147443878","content_text":"evercore ISI’s analyst Amit Daryanani has been one of the latest Wall Street analysts to publish a report on Apple stock. While he has maintained his bullish rating on the shares intact, he upped the ante and set a Street-high price target of $175 apiece this week – for upside of over 40% from current levels.\nToday, the Apple Maven looks closer into why the analyst believes Apple is such a strong buy today. I then add the perspective of another bullish expert, who believes Apple’s market value is heading to $3 trillion in the foreseeable future.\nNot all about the iPhone\nApple has been most closely associated with iPhones in the past decade and a half. But this analyst supports his bullish thesis on factors that do not always make the headlines: services and wearables.\nHere is what Evercore currently sees:\n\n “A clear path to $100 billion in services revenue by fiscal 2025 and $70 billion for wearables. The growth should help drive margin expansion and help smooth out the cyclical nature of the hardware business.”\n\nShould the research shop be right about the services opportunity, Apple would effectively double segment revenues in five years, as it did between 2016 and 2020. I recently argued that the feat could be achieved, especially with the introduction of new service offerings (that are either too nascent or have yet to caught on, such as Fitness+ and Arcade+) and the launch of the Apple One bundle.\nOn the wearables side, growing to $70 billion by 2025 would mean more than doubling fiscal 2020 revenues of $31 billion. There are a couple of ways that Apple could reach this goal, and the company would probably need to execute on all fronts at the same time to be successful:\n\nGrow market penetration in smartwatches;\nWiden the product portfolio in earphones and home devices;\nIntroduce category-defining products,such as mixed reality headsets.\n\nWrapping up the bull case, Evercore mentions two other factors. First, share buybacks could accelerate, as Apple tries to put its cash pile to use in a low-interest environment. Second, the research company sees valuation multiples staying higher for longer, as Apple earns a consumer goods premium.\nThe usual suspects: 5G super cycle, Apple Car\nOn the path to $175 per share, Evercore did not forget to mention some of the trendier, high-flying growth opportunities – among them, the Apple Car. But when it comes to seeing the longer-term trends, Wedbush’s Dan Ives is probably the analyst that relies on them the most to support his own $175 price target (or $225, under his best-case scenario).\nAccording to Wedbush, the “super cycle party” should continue with the launch of the iPhone 13, later in 2021. The analyst believes that roughly 40% of the global iPhone installed base is due for an upgrade.\nOn the electric vehicle front, the opportunity could reach $5 trillion over the next decade. Wedbush thinks that Apple could announce a production partner this summer, and soon kickstart its fight for share in this promising new market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}