JLo的个人主页 - 老虎社区

JLo

JLo

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2021-07-01

$UMS HOLDINGS LIMITED(558.SI)$start to take some profit

2021-07-31

$CAPITALAND LIMITED(C31.SI)$EGM 10 Aug

2021-07-26

$UMS HOLDINGS LIMITED(558.SI)$Still holding well.

2021-06-24

Agree

Why I Believe NIO Will Beat Out Tesla

2021-12-17

$UMS HOLDINGS LIMITED(558.SI)$Still holding well

2021-10-21

$CITY DEVELOPMENTS LIMITED(C09.SI)$Watch this counter

2021-08-27

$CAPITALAND LIMITED(C31.SI)$delisting on Sep 3

2021-06-30

$Pfizer(PFE)$More upside?

2021-11-26

Cool

@格隆汇:先声药业（2096.HK）引进辉瑞同款新冠口服药，研发日展露高效创新能力

2021-10-19

$CITY DEVELOPMENTS LIMITED(C09.SI)$Starting to accumulate

2021-10-18

$CITY DEVELOPMENTS LIMITED(C09.SI)$Buy low

2021-08-02

$UMS HOLDINGS LIMITED(558.SI)$more upside

2021-07-23

$SAMUDERA SHIPPING LINE LTD(S56.SI)$Shipping stocks likely to hold up well in coming months.

2021-07-22

$UMS HOLDINGS LIMITED(558.SI)$Still goingstrong

2021-06-20

$UMS HOLDINGS LIMITED(558.SI)$Trending up …

2021-11-14

Cool

抱歉，原内容已删除

2021-10-17

$Bank of America(BAC)$Trending up

2021-06-24

$MANULIFE US REIT(BTOU.SI)$Trending up

2021-06-19

$UMS HOLDINGS LIMITED(558.SI)$nice counter

2021-06-18

$Prime US ReitUSD(OXMU.SI)$Ready for take off

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href=\"https://laohu8.com/S/558.SI\">$UMS HOLDINGS LIMITED(558.SI)$</a>Still holding well","listText":"<a href=\"https://laohu8.com/S/558.SI\">$UMS HOLDINGS LIMITED(558.SI)$</a>Still holding well","text":"$UMS HOLDINGS LIMITED(558.SI)$Still holding well","images":[{"img":"https://static.tigerbbs.com/4aca8bede18f6348749b5b5ab1c2d533","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699331256","isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":877863163,"gmtCreate":1637914287739,"gmtModify":1637914287820,"author":{"id":"3570256520357022","authorId":"3570256520357022","name":"JLo","avatar":"https://static.tigerbbs.com/0027dbd7390546f113061635de022f5b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570256520357022","authorIdStr":"3570256520357022"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877863163","repostId":"872530204","repostType":1,"repost":{"id":872530204,"gmtCreate":1637545009627,"gmtModify":1637817078577,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"先声药业（2096.HK）引进辉瑞同款新冠口服药，研发日展露高效创新能力","htmlText":"创新药作为医药领域备受关注的板块，目前其增长率依然远高于整个行业，这是不争的事实，但与此同时，创新药的研发也逐渐进入深水区，等效、劣效的伪创新在逐步出清，唯有更有效和差异化的创新，才能更有竞争力，才更有可能国际化，而这也是先声药业一直以来的创新策略。从市场表现来看，这样的策略也受到了市场的认可，10月以来，公司股价逐渐上涨，目前自前期低点6.45港元以上涨超过40%。图表一：先声药业股价近期走势资料来源：东方财富，格隆汇整理聚焦更有效，坚持差异化，先声药业研发日公布创新布局就在11月18日，先声药业举办了其2021年研发日公开活动，并公布了多项成果，恩沃利单抗临近获批，Trilaciclib也即将申报上市，此外全球BD本年度达成合作6项，近60项在研创新药中已有10余种处于临床阶段。先声围绕恶性肿瘤、中枢神经、自身免疫三大领域，以患者为核心，打造了自己独有的研发体系，目前已拥有近60项创新药管线，多个自主研发的中美双报First-In-Class分子也将逐步取得突破性进展。图表二：肿瘤药物管线资料来源：公司资料，格隆汇整理在恶性肿瘤领域，公司主要围绕肺癌、肝癌、生殖系统、乳腺癌、胃肠道、血液瘤几大瘤种布局。目前的管线已经涵盖T&amp;NK细胞、巨噬细胞、MDSC、Treg细胞、Myeloid cells、肿瘤细胞等多种治疗手段。潜力产品SIM0348是一个能更强激活T/NK细胞的TIGIT双抗，其能增强CD8+T细胞共刺激信号，还能高效杀伤TIGIT+Treg细胞。此外，相比半年报公布信息，在该领域公司还新增了一个肿瘤免疫新靶点，其自研的TNFR2靶点创新药（SIM0235）临床试验申请已获受理。同时，公司自主研发的乳腺癌创新药SIM0270，作为新一代可透脑SERD，其临床试验申请同样获CDE受理。而公司的核心产品抗肿瘤一类新药恩度®（重组人血管内皮抑制素）也有9项研究","listText":"创新药作为医药领域备受关注的板块，目前其增长率依然远高于整个行业，这是不争的事实，但与此同时，创新药的研发也逐渐进入深水区，等效、劣效的伪创新在逐步出清，唯有更有效和差异化的创新，才能更有竞争力，才更有可能国际化，而这也是先声药业一直以来的创新策略。从市场表现来看，这样的策略也受到了市场的认可，10月以来，公司股价逐渐上涨，目前自前期低点6.45港元以上涨超过40%。图表一：先声药业股价近期走势资料来源：东方财富，格隆汇整理聚焦更有效，坚持差异化，先声药业研发日公布创新布局就在11月18日，先声药业举办了其2021年研发日公开活动，并公布了多项成果，恩沃利单抗临近获批，Trilaciclib也即将申报上市，此外全球BD本年度达成合作6项，近60项在研创新药中已有10余种处于临床阶段。先声围绕恶性肿瘤、中枢神经、自身免疫三大领域，以患者为核心，打造了自己独有的研发体系，目前已拥有近60项创新药管线，多个自主研发的中美双报First-In-Class分子也将逐步取得突破性进展。图表二：肿瘤药物管线资料来源：公司资料，格隆汇整理在恶性肿瘤领域，公司主要围绕肺癌、肝癌、生殖系统、乳腺癌、胃肠道、血液瘤几大瘤种布局。目前的管线已经涵盖T&amp;NK细胞、巨噬细胞、MDSC、Treg细胞、Myeloid cells、肿瘤细胞等多种治疗手段。潜力产品SIM0348是一个能更强激活T/NK细胞的TIGIT双抗，其能增强CD8+T细胞共刺激信号，还能高效杀伤TIGIT+Treg细胞。此外，相比半年报公布信息，在该领域公司还新增了一个肿瘤免疫新靶点，其自研的TNFR2靶点创新药（SIM0235）临床试验申请已获受理。同时，公司自主研发的乳腺癌创新药SIM0270，作为新一代可透脑SERD，其临床试验申请同样获CDE受理。而公司的核心产品抗肿瘤一类新药恩度®（重组人血管内皮抑制素）也有9项研究","text":"创新药作为医药领域备受关注的板块，目前其增长率依然远高于整个行业，这是不争的事实，但与此同时，创新药的研发也逐渐进入深水区，等效、劣效的伪创新在逐步出清，唯有更有效和差异化的创新，才能更有竞争力，才更有可能国际化，而这也是先声药业一直以来的创新策略。从市场表现来看，这样的策略也受到了市场的认可，10月以来，公司股价逐渐上涨，目前自前期低点6.45港元以上涨超过40%。图表一：先声药业股价近期走势资料来源：东方财富，格隆汇整理聚焦更有效，坚持差异化，先声药业研发日公布创新布局就在11月18日，先声药业举办了其2021年研发日公开活动，并公布了多项成果，恩沃利单抗临近获批，Trilaciclib也即将申报上市，此外全球BD本年度达成合作6项，近60项在研创新药中已有10余种处于临床阶段。先声围绕恶性肿瘤、中枢神经、自身免疫三大领域，以患者为核心，打造了自己独有的研发体系，目前已拥有近60项创新药管线，多个自主研发的中美双报First-In-Class分子也将逐步取得突破性进展。图表二：肿瘤药物管线资料来源：公司资料，格隆汇整理在恶性肿瘤领域，公司主要围绕肺癌、肝癌、生殖系统、乳腺癌、胃肠道、血液瘤几大瘤种布局。目前的管线已经涵盖T&NK细胞、巨噬细胞、MDSC、Treg细胞、Myeloid cells、肿瘤细胞等多种治疗手段。潜力产品SIM0348是一个能更强激活T/NK细胞的TIGIT双抗，其能增强CD8+T细胞共刺激信号，还能高效杀伤TIGIT+Treg细胞。此外，相比半年报公布信息，在该领域公司还新增了一个肿瘤免疫新靶点，其自研的TNFR2靶点创新药（SIM0235）临床试验申请已获受理。同时，公司自主研发的乳腺癌创新药SIM0270，作为新一代可透脑SERD，其临床试验申请同样获CDE受理。而公司的核心产品抗肿瘤一类新药恩度®（重组人血管内皮抑制素）也有9项研究","images":[{"img":"https://static.tigerbbs.com/b6d0deec9afcad115caef942058844e4","width":"370","height":"250"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872530204","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873112203,"gmtCreate":1636881371673,"gmtModify":1636881371673,"author":{"id":"3570256520357022","authorId":"3570256520357022","name":"JLo","avatar":"https://static.tigerbbs.com/0027dbd7390546f113061635de022f5b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570256520357022","authorIdStr":"3570256520357022"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873112203","repostId":"1129004768","repostType":4,"repost":{"id":"1129004768","pubTimestamp":1636764434,"share":"https://www.laohu8.com/m/news/1129004768?lang=&edition=full","pubTime":"2021-11-13 08:47","market":"us","language":"en","title":"Apple: The Bear Argument, And Why It's Wrong","url":"https://stock-news.laohu8.com/highlight/detail?id=1129004768","media":"Seeking Alpha","summary":"Apple has failed to stay above $150 per share for long, and bears are starting to pay attention to the recent weakness in price.I list a couple of the most popular bearish arguments, and explain why I believe that they are either short-sighted or most likely incorrect.Maybe AAPL is not the same pound-the-table buy, but I continue to think that this is a stock to own today through the next several years.This may also help to explain, in part, why Apple's revenues in Greater China shot through the","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple has failed to stay above $150 per share for long, and bears are starting to pay attention to the recent weakness in price.</li>\n <li>I list a couple of the most popular bearish arguments, and explain why I believe that they are either short-sighted or most likely incorrect.</li>\n <li>Maybe AAPL is not the same pound-the-table buy, but I continue to think that this is a stock to own today through the next several years.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bc955cc5d27328c3b89b327b9368d27\" tg-width=\"1536\" tg-height=\"1020\" width=\"100%\" height=\"auto\"><span>kmwphotography/iStock via Getty Images</span></p>\n<p>With Apple (AAPL) once again failing to make fresh all-time highs, now down around 6% from the peak and dipping closer towards key moving-average support, bears have started to pay attention. Still, I think that the case for selling (or shorting) this stock does not hold much water in the long term, and I believe that bears will ultimately tire of swimming against the current.</p>\n<p>Below, I list the most common few reasons why one might want to dump or stay away from Apple shares – and why I think that the bearish case is either short-sighted or most likely incorrect.</p>\n<p><b>Key risk #1: drop-off in demand</b></p>\n<p>Not many analysts and portfolio managers have been vocal about avoiding or selling Apple. Experts like New Street's&nbsp;Pierre Ferragu&nbsp;and Satori Fund's&nbsp;Dan Niles&nbsp;are the few that come to mind, and their theses seem to align pretty well with every other bearish call on AAPL that I have seen recently.</p>\n<p>The first common reason to sell the stock is often phrased in different ways, but can effectively be summarized as follows: Apple's financial results in the near term should suffer from demand that has already turned into revenues in calendar 2020, during the thick of the pandemic and stay-at-home consumption wave. This is particularly true following the launch of the iPhone 13 that some (including legendary Apple founder&nbsp;Steve Wozniak) see as merely a minor upgrade from the previous model.</p>\n<p>I see the concern here, especially considering that Apple will start to face unsurmountable iPhone comps in the holidays and post-holiday quarters – see graph below. But the same chart also shows that there seemed to exist quite a bit of pent-up demand over the many quarters that preceded the iPhone 12 launch. One possible justification for this shift in sales from fiscal 2019-2020 to 2021 is Apple's late entry into the 5G space. Consumers that are loyal to or just prefer the iOS device probably waited patiently to upgrade or switch, and then they did it all at once.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7dc677f0a1c77dd39f40b4cc99c6fc15\" tg-width=\"460\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source: DM Martins Research, data from company reports</span></p>\n<p>This may also help to explain, in part, why Apple's revenues in Greater China shot through the roof in the past 6 to 12 months. With the country's 5G infrastructure being further developed, owning a device that can handle the faster speeds probably makes most sense. Sales in the region had been lackluster to say the least since 2015, and dropped YOY by as much as 29% in fiscal Q4 of 2020. In the past three quarters, however, revenues climbed by at least 57% in each period.</p>\n<p>In the end, over the last 12 quarters – i.e. roughly the useful life of the average iPhone – Apple's smartphone sales have risen by only 4.8% per year. Considering that ASP (average selling price) has likely increased during the period, this figure barely represents any meaningful growth in device shipments over a full cycle. Therefore, to think that demand for Apple's products will fall off a cliff next seems like a stretch, especially if one also considers chip innovation and design updates in Mac and iPad.</p>\n<p><b>Key risk #2: valuation</b></p>\n<p>The other key risk of investing in Apple that is often brought up is valuation. Dan Niles, mentioned above, suggests that a next-year P/E of 26 times might not even be the biggest deal. The problem is that this multiple looks too rich against growth expectations that are modest.Analysts expect Apple's EPS&nbsp;to rise by only 4% per year through fiscal 2025. Alphabet (GOOG)(GOOGL), valued at a similar earnings multiple, is expected to drive earnings 16% higher per year over a similar period.</p>\n<p>That, in my view, is a more reasonable bearish argument. Per my estimates, Apple is by far the stock with the highest PEG ratio (P/E over long-term EPS growth) of 6.5 times. Amazon (AMZN) is a very distant second on this metric, at 2.3 times. But even here, I see a good argument to be made in favor of Apple.</p>\n<p>First, the company has been proving to be a powerful gatekeeper in the tech world. Here is one example: the first, most blatant sign that Apple's iOS privacy policy changes in the summer&nbsp;have been hurting social media companies&nbsp;and their financial statements&nbsp;led to the Nasdaqe&nbsp;rasing $120 billion in market value in a matter of minutes – most of which coming from internet stocks. Should one be expected to pay a premium for a stock in the face of such market control? I would say so.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0946db3f3bc62569a56f2dbe2aa75922\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Also, as the chart above depicts, Apple's forward-year P/E has certainly expanded relative to what it used to be a few years ago. But the multi-year move higher seems consistent with (1) a wave of increased demand for Apple's products and services, (2) better margins, (3) a drop in interest rates in 2020, and (4) a broad stock market that has become generally more expensive. Compared to how AAPL traded only about three months ago, P/E has in fact dipped about three turns and returned to early 2021 levels.</p>\n<p><b>Key risk #3: lack of positive catalysts</b></p>\n<p>The next risk to investing in Apple that is often cited are short-term catalysts. The iPhone 13 was announced a few weeks ago, and&nbsp;so has the refreshed lineup&nbsp;of MacBook Pro devices equipped with the new M1 Pro and Max chips. Fiscal fourth quarter earnings is also in the rearview mirror. In fact, I think that the drop off in relevant Apple news in the fourth quarter correlates well with a stock that, seasonally, tends to perform worse in the November-to-January period. Bears may also argue that, with a few quarters of tough comps ahead, investors might have a hard time finding reasons to buy AAPL in the next few months.</p>\n<p>But here, I believe that a bit of patience is warranted. First, the recent malaise in share price alone may be enough to attract new money from investors looking for a good deal on a high-quality stock. But more importantly, longer-term catalysts are likely to make more of a difference on share price and financial performance over the next, say, five years.</p>\n<p>I have previously talked in more detail about two catalysts that quickly come to mind. I doubt that much upside from initiatives like mixed reality and&nbsp;autonomous vehicle&nbsp;has been factored into analysts' financial models – and hence, properly priced into the stock. Because Apple is run by a conservative team of executives, I bet that both massive growth opportunities will be pursued if and when they are accretive to the company's earnings. They should, therefore, serve as the key catalysts driving long-term growth expectations (which is relevant for risk #1 above) and share price higher.</p>\n<p><b>In summary</b></p>\n<p>Apple may not be the same pound-the-table opportunity that I believed it to be&nbsp;in February 2021&nbsp;or, better yet,in April 2018&nbsp;– in both cases, I believed that shares had sold off for no good reason. But I continue to think that AAPL is a stock to own today through the next several years, especially now that the earnings multiple has started to rerate towards year-ago levels. Should Apple continue to head lower in the near term, the pullback (assuming no meaningful change in business fundamentals) would present an even better chance to buy.</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: The Bear Argument, And Why It's Wrong</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: The Bear Argument, And Why It's Wrong\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-13 08:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4468890-apple-the-bear-argument-and-why-its-wrong><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple has failed to stay above $150 per share for long, and bears are starting to pay attention to the recent weakness in price.\nI list a couple of the most popular bearish arguments, and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4468890-apple-the-bear-argument-and-why-its-wrong\">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/4468890-apple-the-bear-argument-and-why-its-wrong","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129004768","content_text":"Summary\n\nApple has failed to stay above $150 per share for long, and bears are starting to pay attention to the recent weakness in price.\nI list a couple of the most popular bearish arguments, and explain why I believe that they are either short-sighted or most likely incorrect.\nMaybe AAPL is not the same pound-the-table buy, but I continue to think that this is a stock to own today through the next several years.\n\nkmwphotography/iStock via Getty Images\nWith Apple (AAPL) once again failing to make fresh all-time highs, now down around 6% from the peak and dipping closer towards key moving-average support, bears have started to pay attention. Still, I think that the case for selling (or shorting) this stock does not hold much water in the long term, and I believe that bears will ultimately tire of swimming against the current.\nBelow, I list the most common few reasons why one might want to dump or stay away from Apple shares – and why I think that the bearish case is either short-sighted or most likely incorrect.\nKey risk #1: drop-off in demand\nNot many analysts and portfolio managers have been vocal about avoiding or selling Apple. Experts like New Street's Pierre Ferragu and Satori Fund's Dan Niles are the few that come to mind, and their theses seem to align pretty well with every other bearish call on AAPL that I have seen recently.\nThe first common reason to sell the stock is often phrased in different ways, but can effectively be summarized as follows: Apple's financial results in the near term should suffer from demand that has already turned into revenues in calendar 2020, during the thick of the pandemic and stay-at-home consumption wave. This is particularly true following the launch of the iPhone 13 that some (including legendary Apple founder Steve Wozniak) see as merely a minor upgrade from the previous model.\nI see the concern here, especially considering that Apple will start to face unsurmountable iPhone comps in the holidays and post-holiday quarters – see graph below. But the same chart also shows that there seemed to exist quite a bit of pent-up demand over the many quarters that preceded the iPhone 12 launch. One possible justification for this shift in sales from fiscal 2019-2020 to 2021 is Apple's late entry into the 5G space. Consumers that are loyal to or just prefer the iOS device probably waited patiently to upgrade or switch, and then they did it all at once.\nSource: DM Martins Research, data from company reports\nThis may also help to explain, in part, why Apple's revenues in Greater China shot through the roof in the past 6 to 12 months. With the country's 5G infrastructure being further developed, owning a device that can handle the faster speeds probably makes most sense. Sales in the region had been lackluster to say the least since 2015, and dropped YOY by as much as 29% in fiscal Q4 of 2020. In the past three quarters, however, revenues climbed by at least 57% in each period.\nIn the end, over the last 12 quarters – i.e. roughly the useful life of the average iPhone – Apple's smartphone sales have risen by only 4.8% per year. Considering that ASP (average selling price) has likely increased during the period, this figure barely represents any meaningful growth in device shipments over a full cycle. Therefore, to think that demand for Apple's products will fall off a cliff next seems like a stretch, especially if one also considers chip innovation and design updates in Mac and iPad.\nKey risk #2: valuation\nThe other key risk of investing in Apple that is often brought up is valuation. Dan Niles, mentioned above, suggests that a next-year P/E of 26 times might not even be the biggest deal. The problem is that this multiple looks too rich against growth expectations that are modest.Analysts expect Apple's EPS to rise by only 4% per year through fiscal 2025. Alphabet (GOOG)(GOOGL), valued at a similar earnings multiple, is expected to drive earnings 16% higher per year over a similar period.\nThat, in my view, is a more reasonable bearish argument. Per my estimates, Apple is by far the stock with the highest PEG ratio (P/E over long-term EPS growth) of 6.5 times. Amazon (AMZN) is a very distant second on this metric, at 2.3 times. But even here, I see a good argument to be made in favor of Apple.\nFirst, the company has been proving to be a powerful gatekeeper in the tech world. Here is one example: the first, most blatant sign that Apple's iOS privacy policy changes in the summer have been hurting social media companies and their financial statements led to the Nasdaqe rasing $120 billion in market value in a matter of minutes – most of which coming from internet stocks. Should one be expected to pay a premium for a stock in the face of such market control? I would say so.\nData by YCharts\nAlso, as the chart above depicts, Apple's forward-year P/E has certainly expanded relative to what it used to be a few years ago. But the multi-year move higher seems consistent with (1) a wave of increased demand for Apple's products and services, (2) better margins, (3) a drop in interest rates in 2020, and (4) a broad stock market that has become generally more expensive. Compared to how AAPL traded only about three months ago, P/E has in fact dipped about three turns and returned to early 2021 levels.\nKey risk #3: lack of positive catalysts\nThe next risk to investing in Apple that is often cited are short-term catalysts. The iPhone 13 was announced a few weeks ago, and so has the refreshed lineup of MacBook Pro devices equipped with the new M1 Pro and Max chips. Fiscal fourth quarter earnings is also in the rearview mirror. In fact, I think that the drop off in relevant Apple news in the fourth quarter correlates well with a stock that, seasonally, tends to perform worse in the November-to-January period. Bears may also argue that, with a few quarters of tough comps ahead, investors might have a hard time finding reasons to buy AAPL in the next few months.\nBut here, I believe that a bit of patience is warranted. First, the recent malaise in share price alone may be enough to attract new money from investors looking for a good deal on a high-quality stock. But more importantly, longer-term catalysts are likely to make more of a difference on share price and financial performance over the next, say, five years.\nI have previously talked in more detail about two catalysts that quickly come to mind. I doubt that much upside from initiatives like mixed reality and autonomous vehicle has been factored into analysts' financial models – and hence, properly priced into the stock. Because Apple is run by a conservative team of executives, I bet that both massive growth opportunities will be pursued if and when they are accretive to the company's earnings. They should, therefore, serve as the key catalysts driving long-term growth expectations (which is relevant for risk #1 above) and share price higher.\nIn summary\nApple may not be the same pound-the-table opportunity that I believed it to be in February 2021 or, better yet,in April 2018 – in both cases, I believed that shares had sold off for no good reason. But I continue to think that AAPL is a stock to own today through the next several years, especially now that the earnings multiple has started to rerate towards year-ago levels. Should Apple continue to head lower in the near term, the pullback (assuming no meaningful change in business fundamentals) would present an even better chance to buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853339264,"gmtCreate":1634772738257,"gmtModify":1634772738450,"author":{"id":"3570256520357022","authorId":"3570256520357022","name":"JLo","avatar":"https://static.tigerbbs.com/0027dbd7390546f113061635de022f5b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570256520357022","authorIdStr":"3570256520357022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C09.SI\">$CITY DEVELOPMENTS LIMITED(C09.SI)$</a>Watch this counter","listText":"<a href=\"https://laohu8.com/S/C09.SI\">$CITY DEVELOPMENTS LIMITED(C09.SI)$</a>Watch this counter","text":"$CITY DEVELOPMENTS LIMITED(C09.SI)$Watch this counter","images":[{"img":"https://static.tigerbbs.com/049bf060b7b317068fa76caf371e1d9d","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853339264","isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":850598747,"gmtCreate":1634606604995,"gmtModify":1634606605115,"author":{"id":"3570256520357022","authorId":"3570256520357022","name":"JLo","avatar":"https://static.tigerbbs.com/0027dbd7390546f113061635de022f5b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570256520357022","authorIdStr":"3570256520357022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C09.SI\">$CITY DEVELOPMENTS LIMITED(C09.SI)$</a>Starting to accumulate&nbsp;","listText":"<a href=\"https://laohu8.com/S/C09.SI\">$CITY DEVELOPMENTS LIMITED(C09.SI)$</a>Starting to accumulate&nbsp;","text":"$CITY DEVELOPMENTS LIMITED(C09.SI)$Starting to accumulate","images":[{"img":"https://static.tigerbbs.com/166b65d0a4cdea4b45bcc02f60e08ebd","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850598747","isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":827474405,"gmtCreate":1634520594691,"gmtModify":1634520686874,"author":{"id":"3570256520357022","authorId":"3570256520357022","name":"JLo","avatar":"https://static.tigerbbs.com/0027dbd7390546f113061635de022f5b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570256520357022","authorIdStr":"3570256520357022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C09.SI\">$CITY DEVELOPMENTS LIMITED(C09.SI)$</a>Buy low","listText":"<a href=\"https://laohu8.com/S/C09.SI\">$CITY DEVELOPMENTS LIMITED(C09.SI)$</a>Buy low","text":"$CITY DEVELOPMENTS LIMITED(C09.SI)$Buy low","images":[{"img":"https://static.tigerbbs.com/cffac3e6a1ac4d97165587e2b9d03ceb","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827474405","isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":827184178,"gmtCreate":1634433429881,"gmtModify":1634433430042,"author":{"id":"3570256520357022","authorId":"3570256520357022","name":"JLo","avatar":"https://static.tigerbbs.com/0027dbd7390546f113061635de022f5b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570256520357022","authorIdStr":"3570256520357022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BAC\">$Bank of America(BAC)$</a>Trending up","listText":"<a href=\"https://laohu8.com/S/BAC\">$Bank of America(BAC)$</a>Trending up","text":"$Bank of America(BAC)$Trending up","images":[{"img":"https://static.tigerbbs.com/5054f03b396802a529445bc6a3c49531","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827184178","isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":867477299,"gmtCreate":1633311580937,"gmtModify":1633311581064,"author":{"id":"3570256520357022","authorId":"3570256520357022","name":"JLo","avatar":"https://static.tigerbbs.com/0027dbd7390546f113061635de022f5b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570256520357022","authorIdStr":"3570256520357022"},"themes":[],"htmlText":"Not too bad start for this morning","listText":"Not too bad start for this morning","text":"Not too bad start for this morning","images":[{"img":"https://static.tigerbbs.com/e582ba5888bc0a3cc7096e8d042db451","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867477299","isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":885749165,"gmtCreate":1631836635657,"gmtModify":1631889818124,"author":{"id":"3570256520357022","authorId":"3570256520357022","name":"JLo","avatar":"https://static.tigerbbs.com/0027dbd7390546f113061635de022f5b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570256520357022","authorIdStr":"3570256520357022"},"themes":[],"htmlText":"Awesome👍","listText":"Awesome👍","text":"Awesome👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885749165","repostId":"881101265","repostType":1,"repost":{"id":881101265,"gmtCreate":1631313514257,"gmtModify":1631883717845,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHZ.SI\">$HRNETGROUP LIMITED(CHZ.SI)$</a>&nbsp;is the largest Asia based recruitment agency ex Japan. It was founded in 1992, IPO 2017 and today has over 900 consultants across 13 Asian cities. It has 2 main segments which is Professional Recruitment and Flexible Staffing. Revenue for the 1st half 2021 rose 30.8% which sets a record high from 2020.&nbsp; It is asset light and an excellent management team. It is a great stock to hold for the impending recovery in labour markets.&nbsp;","listText":"<a href=\"https://laohu8.com/S/CHZ.SI\">$HRNETGROUP LIMITED(CHZ.SI)$</a>&nbsp;is the largest Asia based recruitment agency ex Japan. It was founded in 1992, IPO 2017 and today has over 900 consultants across 13 Asian cities. It has 2 main segments which is Professional Recruitment and Flexible Staffing. Revenue for the 1st half 2021 rose 30.8% which sets a record high from 2020.&nbsp; It is asset light and an excellent management team. It is a great stock to hold for the impending recovery in labour markets.&nbsp;","text":"$HRNETGROUP LIMITED(CHZ.SI)$ is the largest Asia based recruitment agency ex Japan. It was founded in 1992, IPO 2017 and today has over 900 consultants across 13 Asian cities. It has 2 main segments which is Professional Recruitment and Flexible Staffing. Revenue for the 1st half 2021 rose 30.8% which sets a record high from 2020. It is asset light and an excellent management team. It is a great stock to hold for the impending recovery in labour markets.","images":[{"img":"https://static.tigerbbs.com/2fa7851a9003e2e12994c3ec092d6a1e","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881101265","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816090134,"gmtCreate":1630453809128,"gmtModify":1631888664048,"author":{"id":"3570256520357022","authorId":"3570256520357022","name":"JLo","avatar":"https://static.tigerbbs.com/0027dbd7390546f113061635de022f5b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570256520357022","authorIdStr":"3570256520357022"},"themes":[],"htmlText":"<a 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LIMITED(558.SI)$</a>start to take some&nbsp;profit","listText":"<a href=\"https://laohu8.com/S/558.SI\">$UMS HOLDINGS LIMITED(558.SI)$</a>start to take some&nbsp;profit","text":"$UMS HOLDINGS LIMITED(558.SI)$start to take some profit","images":[{"img":"https://static.tigerbbs.com/8cf38e01b2f1bc7ed223f3d9c8e3eaeb","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/151294935","isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806728510,"gmtCreate":1627695405430,"gmtModify":1631888664104,"author":{"id":"3570256520357022","authorId":"3570256520357022","name":"JLo","avatar":"https://static.tigerbbs.com/0027dbd7390546f113061635de022f5b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570256520357022","idStr":"3570256520357022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C31.SI\">$CAPITALAND LIMITED(C31.SI)$</a>EGM 10 Aug","listText":"<a href=\"https://laohu8.com/S/C31.SI\">$CAPITALAND LIMITED(C31.SI)$</a>EGM 10 Aug","text":"$CAPITALAND LIMITED(C31.SI)$EGM 10 Aug","images":[{"img":"https://static.tigerbbs.com/01aeee2ea8d6b6cd9a16c83690db0b99","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/806728510","isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":800094490,"gmtCreate":1627265056010,"gmtModify":1631888839497,"author":{"id":"3570256520357022","authorId":"3570256520357022","name":"JLo","avatar":"https://static.tigerbbs.com/0027dbd7390546f113061635de022f5b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570256520357022","idStr":"3570256520357022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/558.SI\">$UMS HOLDINGS LIMITED(558.SI)$</a>Still holding well.","listText":"<a href=\"https://laohu8.com/S/558.SI\">$UMS HOLDINGS LIMITED(558.SI)$</a>Still holding well.","text":"$UMS HOLDINGS LIMITED(558.SI)$Still holding 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15:33","market":"us","language":"en","title":"Why I Believe NIO Will Beat Out Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1145825451","media":"InvestorPlace","summary":"The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.Super fans of the latest and greatest high-endTesla, Inc. model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.The go","content":"<blockquote>\n <b>The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.</b>\n</blockquote>\n<p>Super fans of the latest and greatest high-end<b>Tesla, Inc.</b>(NASDAQ:<b>TSLA</b>) model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.</p>\n<p><img src=\"https://static.tigerbbs.com/b294a3604c7ba82bd19b3c70be3a4020\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: nrqemi / Shutterstock.com</p>\n<p>Musk wrote there was… “No need, as Plaid is just so good.”</p>\n<p>The Model S Plaid Plus was supposed to be the fastest, most powerful and priciest version of the company’s Model S. Priced at $149,990, it was to feature a range of 520 miles, thanks to its innovative 4680 battery cells, 1,100 horsepower and the ability to speed from 0 to 60 mph in less than two seconds.</p>\n<p>Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.</p>\n<p>As a way to “sugar coat” its flip flop, Tesla said the Model S Plaid is just as fast as the Model S Plaid Plus and $20,000 cheaper. Humm.</p>\n<p>This “bait and switch” has some Tesla fans worried, since they had deposits on the Model S Plaid Plus and wanted the innovative 4680 battery cells that Tesla had been touting as the key to longer range and more power. Essentially, the 4680 battery cells were the latest great Tesla development, since they were the first batteries to also be a structural component that supposedly allowed Tesla to lower the weight of its vehicles.</p>\n<p>Both the company’s Austin and Berlin manufacturing plants now under construction are supposed to also be making the 4680 batteries for new Tesla vehicles. If there is a problem with the engineering associated with utilizing the 4680 batteries or making them a structural component, then Tesla has grossly miscalculated, which is now worrying investors.</p>\n<p>Clearly something happened to delay the 4680 batteries that were supposed to provide Tesla with a competitive and engineering edge. For Tesla’s sake, I hope they figure out the problems associated with their much hyped 4680 battery cells, otherwise concerns about its two new manufacturing plants will emerge, as well as the stock losing more of its “mojo.”</p>\n<p>As someone who owns more than a few high-performance vehicles, I can tell you that the engineering geeks I know do<i>not</i>want to get a new Model S Plaid instead of a Model S Plaid Plus and will likely ask for their deposits back.</p>\n<p>What Tesla did is like Ferrari or Porsche telling its customers that one of their much-hyped new performance models is now not being sold because the base model was just as good! Car fanatics, like myself, like the latest and greatest engineering tidbits, so we would rather cancel our orders versus settle for a base model.</p>\n<p>The good news for Tesla is that its China sales in May resurged to 21,936, up sharply from 11,671 in April. The company’s sales tend to spike at the end of each quarter. For example, Tesla sold 35,478 vehicles in China in March, which was the strongest month ever in China.</p>\n<p>This is raising expectations for very strong China sales in June, especially now that the Model Y is being manufactured in Shanghai. Interestingly, since most Chinese Teslas are now made with iron phosphate batteries, these vehicles have lower range than its lithium cobalt vehicles, but its iron phosphate vehicles are cheaper and now increasingly being exported to Europe.</p>\n<p>However, I’m convinced another electric vehicle (EV) company will eventually displace Tesla as the biggest manufacturer of EVs in China.</p>\n<p><b>Taking Advantage of the EV Revolution’s Profit Potential</b></p>\n<p>I’m talking about&nbsp;<b>Nio, Inc.</b>(NYSE:<b>NIO</b>). The reality is that this company is on the verge of dominating the EV market in China and Hong Kong. It’s why I put NIO on my<b><i>Platinum Growth Club</i></b>Model Portfolio back in February.</p>\n<p>The company boasts that it is the “next-generation car company,” as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence (AI). NIO currently offers an electric seven-seater SUV (ES8) and a five-seater electric SUV (ES6) and recently introduced an attractive electric sedan (ET7). Its vehicles utilize NOMI, an in-vehicle artificial intelligence assistant.</p>\n<p>The company is also partnering with cutting-edge chip companies like<b>NVIDIA Corporation</b>(NASDAQ:<b>NVDA</b>), another one of my<b><i>Platinum Growth Club</i></b>Model Portfolio stocks. NIO plans to use the NVIDIA DRIVE Orin system-on-a-chip for its electric vehicles that will provide autonomous driving capabilities. The NVIDIA DRIVE Orin-powered supercomputer, which is being called Adam, will be launched in the ET7 sedan in China in 2022. Announcements like this are very positive, so NIO has been stealing some of Tesla’s thunder lately.</p>\n<p>Now, it’s important to note that NIO was bailed out by the Chinese government. Last year, the Chinese government injected $1 billion and now has a 24% ownership in the company. The reality is that China wants to dominate at least five major industries by 2025, and NIO is now its ticket to dominate EV manufacturing.</p>\n<p>With the backing of the Chinese government, some Wall Street firms are eager to help NIO by issuing new debt or equity. So, I wouldn’t be surprised if NIO surpasses Tesla, which is currently number-two in China, for market share in the upcoming years.</p>\n<p>That means, if you missed Tesla’s parabolic run like I did, NIO is essentially giving us a “second chance” to make money in a potentially explosive electric vehicle company.</p>\n<p>Shares of NIO climbed nearly 13% since the company’s June 4 announcement of its May delivery report and positive analyst comments, while Tesla shares rose almost 3%. First, NIO revealed that the global chip shortage is starting to take a toll on its business. NIO only delivered 6,711 vehicles in May, or a 5.5% decline from April’s deliveries. Company management noted that deliveries were “adversely impacted for several days due to the volatility of semiconductor supply and certain logistical adjustments.”</p>\n<p>Interestingly, despite the month-to-month dip, NIO’s deliveries were still up 95.3% year-over-year. Strong demand in China even inspired a Citigroup analyst to upgrade NIO to a buy rating, as he expects demand to accelerate in the coming months.</p>\n<p>In other words, NIO represents the<b>crème de la crème</b>of EV stocks right now.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I Believe NIO Will Beat Out Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I Believe NIO Will Beat Out Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.\n\nSuper fans of the latest and greatest high-endTesla, Inc.(NASDAQ:TSLA) model received some disappointing news a week ...</p>\n\n<a href=\"https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145825451","content_text":"The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.\n\nSuper fans of the latest and greatest high-endTesla, Inc.(NASDAQ:TSLA) model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.\nSource: nrqemi / Shutterstock.com\nMusk wrote there was… “No need, as Plaid is just so good.”\nThe Model S Plaid Plus was supposed to be the fastest, most powerful and priciest version of the company’s Model S. Priced at $149,990, it was to feature a range of 520 miles, thanks to its innovative 4680 battery cells, 1,100 horsepower and the ability to speed from 0 to 60 mph in less than two seconds.\nInstead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.\nAs a way to “sugar coat” its flip flop, Tesla said the Model S Plaid is just as fast as the Model S Plaid Plus and $20,000 cheaper. Humm.\nThis “bait and switch” has some Tesla fans worried, since they had deposits on the Model S Plaid Plus and wanted the innovative 4680 battery cells that Tesla had been touting as the key to longer range and more power. Essentially, the 4680 battery cells were the latest great Tesla development, since they were the first batteries to also be a structural component that supposedly allowed Tesla to lower the weight of its vehicles.\nBoth the company’s Austin and Berlin manufacturing plants now under construction are supposed to also be making the 4680 batteries for new Tesla vehicles. If there is a problem with the engineering associated with utilizing the 4680 batteries or making them a structural component, then Tesla has grossly miscalculated, which is now worrying investors.\nClearly something happened to delay the 4680 batteries that were supposed to provide Tesla with a competitive and engineering edge. For Tesla’s sake, I hope they figure out the problems associated with their much hyped 4680 battery cells, otherwise concerns about its two new manufacturing plants will emerge, as well as the stock losing more of its “mojo.”\nAs someone who owns more than a few high-performance vehicles, I can tell you that the engineering geeks I know donotwant to get a new Model S Plaid instead of a Model S Plaid Plus and will likely ask for their deposits back.\nWhat Tesla did is like Ferrari or Porsche telling its customers that one of their much-hyped new performance models is now not being sold because the base model was just as good! Car fanatics, like myself, like the latest and greatest engineering tidbits, so we would rather cancel our orders versus settle for a base model.\nThe good news for Tesla is that its China sales in May resurged to 21,936, up sharply from 11,671 in April. The company’s sales tend to spike at the end of each quarter. For example, Tesla sold 35,478 vehicles in China in March, which was the strongest month ever in China.\nThis is raising expectations for very strong China sales in June, especially now that the Model Y is being manufactured in Shanghai. Interestingly, since most Chinese Teslas are now made with iron phosphate batteries, these vehicles have lower range than its lithium cobalt vehicles, but its iron phosphate vehicles are cheaper and now increasingly being exported to Europe.\nHowever, I’m convinced another electric vehicle (EV) company will eventually displace Tesla as the biggest manufacturer of EVs in China.\nTaking Advantage of the EV Revolution’s Profit Potential\nI’m talking about Nio, Inc.(NYSE:NIO). The reality is that this company is on the verge of dominating the EV market in China and Hong Kong. It’s why I put NIO on myPlatinum Growth ClubModel Portfolio back in February.\nThe company boasts that it is the “next-generation car company,” as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence (AI). NIO currently offers an electric seven-seater SUV (ES8) and a five-seater electric SUV (ES6) and recently introduced an attractive electric sedan (ET7). Its vehicles utilize NOMI, an in-vehicle artificial intelligence assistant.\nThe company is also partnering with cutting-edge chip companies likeNVIDIA Corporation(NASDAQ:NVDA), another one of myPlatinum Growth ClubModel Portfolio stocks. NIO plans to use the NVIDIA DRIVE Orin system-on-a-chip for its electric vehicles that will provide autonomous driving capabilities. The NVIDIA DRIVE Orin-powered supercomputer, which is being called Adam, will be launched in the ET7 sedan in China in 2022. Announcements like this are very positive, so NIO has been stealing some of Tesla’s thunder lately.\nNow, it’s important to note that NIO was bailed out by the Chinese government. Last year, the Chinese government injected $1 billion and now has a 24% ownership in the company. The reality is that China wants to dominate at least five major industries by 2025, and NIO is now its ticket to dominate EV manufacturing.\nWith the backing of the Chinese government, some Wall Street firms are eager to help NIO by issuing new debt or equity. So, I wouldn’t be surprised if NIO surpasses Tesla, which is currently number-two in China, for market share in the upcoming years.\nThat means, if you missed Tesla’s parabolic run like I did, NIO is essentially giving us a “second chance” to make money in a potentially explosive electric vehicle company.\nShares of NIO climbed nearly 13% since the company’s June 4 announcement of its May delivery report and positive analyst comments, while Tesla shares rose almost 3%. First, NIO revealed that the global chip shortage is starting to take a toll on its business. NIO only delivered 6,711 vehicles in May, or a 5.5% decline from April’s deliveries. Company management noted that deliveries were “adversely impacted for several days due to the volatility of semiconductor supply and certain logistical adjustments.”\nInterestingly, despite the month-to-month dip, NIO’s deliveries were still up 95.3% year-over-year. Strong demand in China even inspired a Citigroup analyst to upgrade NIO to a buy rating, as he expects demand to accelerate in the coming months.\nIn other words, NIO represents thecrème de la crèmeof EV stocks right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":699331256,"gmtCreate":1639747504309,"gmtModify":1639747504511,"author":{"id":"3570256520357022","authorId":"3570256520357022","name":"JLo","avatar":"https://static.tigerbbs.com/0027dbd7390546f113061635de022f5b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570256520357022","idStr":"3570256520357022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/558.SI\">$UMS HOLDINGS LIMITED(558.SI)$</a>Still holding well","listText":"<a href=\"https://laohu8.com/S/558.SI\">$UMS HOLDINGS LIMITED(558.SI)$</a>Still holding well","text":"$UMS HOLDINGS LIMITED(558.SI)$Still holding 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LIMITED(C09.SI)$Watch this counter","images":[{"img":"https://static.tigerbbs.com/049bf060b7b317068fa76caf371e1d9d","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853339264","isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":819978166,"gmtCreate":1630030806855,"gmtModify":1704954872342,"author":{"id":"3570256520357022","authorId":"3570256520357022","name":"JLo","avatar":"https://static.tigerbbs.com/0027dbd7390546f113061635de022f5b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570256520357022","idStr":"3570256520357022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C31.SI\">$CAPITALAND LIMITED(C31.SI)$</a>delisting on Sep 3","listText":"<a href=\"https://laohu8.com/S/C31.SI\">$CAPITALAND LIMITED(C31.SI)$</a>delisting on Sep 3","text":"$CAPITALAND LIMITED(C31.SI)$delisting on Sep 3","images":[{"img":"https://static.tigerbbs.com/4a92cc141a1ef1a6a4f30dc5f0a4773c","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/819978166","isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":153953846,"gmtCreate":1625006856685,"gmtModify":1631891951002,"author":{"id":"3570256520357022","authorId":"3570256520357022","name":"JLo","avatar":"https://static.tigerbbs.com/0027dbd7390546f113061635de022f5b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570256520357022","idStr":"3570256520357022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>More upside?","listText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>More upside?","text":"$Pfizer(PFE)$More 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cells、肿瘤细胞等多种治疗手段。潜力产品SIM0348是一个能更强激活T/NK细胞的TIGIT双抗，其能增强CD8+T细胞共刺激信号，还能高效杀伤TIGIT+Treg细胞。此外，相比半年报公布信息，在该领域公司还新增了一个肿瘤免疫新靶点，其自研的TNFR2靶点创新药（SIM0235）临床试验申请已获受理。同时，公司自主研发的乳腺癌创新药SIM0270，作为新一代可透脑SERD，其临床试验申请同样获CDE受理。而公司的核心产品抗肿瘤一类新药恩度®（重组人血管内皮抑制素）也有9项研究","listText":"创新药作为医药领域备受关注的板块，目前其增长率依然远高于整个行业，这是不争的事实，但与此同时，创新药的研发也逐渐进入深水区，等效、劣效的伪创新在逐步出清，唯有更有效和差异化的创新，才能更有竞争力，才更有可能国际化，而这也是先声药业一直以来的创新策略。从市场表现来看，这样的策略也受到了市场的认可，10月以来，公司股价逐渐上涨，目前自前期低点6.45港元以上涨超过40%。图表一：先声药业股价近期走势资料来源：东方财富，格隆汇整理聚焦更有效，坚持差异化，先声药业研发日公布创新布局就在11月18日，先声药业举办了其2021年研发日公开活动，并公布了多项成果，恩沃利单抗临近获批，Trilaciclib也即将申报上市，此外全球BD本年度达成合作6项，近60项在研创新药中已有10余种处于临床阶段。先声围绕恶性肿瘤、中枢神经、自身免疫三大领域，以患者为核心，打造了自己独有的研发体系，目前已拥有近60项创新药管线，多个自主研发的中美双报First-In-Class分子也将逐步取得突破性进展。图表二：肿瘤药物管线资料来源：公司资料，格隆汇整理在恶性肿瘤领域，公司主要围绕肺癌、肝癌、生殖系统、乳腺癌、胃肠道、血液瘤几大瘤种布局。目前的管线已经涵盖T&amp;NK细胞、巨噬细胞、MDSC、Treg细胞、Myeloid 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