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Elongated
2021-04-09
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In Tesla's Quest For $25,000 EV, Panasonic Thinks It Has Crucial Role To Play
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2021-04-07
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Elongated
2021-03-07
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What's the Outlook for Intuitive Surgical?
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Play","url":"https://stock-news.laohu8.com/highlight/detail?id=1181428561","media":"Benzinga","summary":"What Happened: While Tesla plans to make the new 4680 cells in-house, it has alsoasked Panasonicto begin producing them.Last September, Tesla announced thedesign of the tabless 4680battery cell, which increases power by six times and energy by five times. 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Panasonic is reportedly working to set up a prototype production line to make the cells.</p><p><b>Why It Matters:</b> Production of the new battery is crucial for Tesla and will enable it to accelerate the manufacture of new vehicles like the Tesla Semi truck and the Plaid Plus S, in addition to the new planned $25,000 electric car. Tesla CEO Elon Musk said in March thatbattery cell constraintshave impacted the Tesla Semi rollout.</p><p>For Panasonic, the production of the new battery is expected to generate more revenues as the company seeks to reduce dependence on its core, low-margin consumer electronic business. Tesla’s electric vehicles have enabled Panasonic’s battery business to rake in profits.</p><p>It wasreportedin March that South Korean battery supplier<b>LG Energy Solutions</b>– a unit of LG Chem, is in talks to make Tesla’s new battery in the U.S. and Europe.</p><p><b>Price Action:</b> Panasonic OTC shares closed 2.1% lower on Thursday at $12.57. Tesla shares closed 1.9% higher at $683.80 and further rose almost 0.5% in the after-hours session.</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>In Tesla's Quest For $25,000 EV, Panasonic Thinks It Has Crucial Role To Play</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\">\nIn Tesla's Quest For $25,000 EV, Panasonic Thinks It Has Crucial Role To Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-04-09 18:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Tesla Inc.’s</b> TSLA oldest battery supplier <b>Panasonic Corp.</b> PCRFY believes its ability to produce a next-generation battery will play a crucial role in the electric vehicle maker’splanto launch a $25,000 electric vehicle, BloombergreportedThursday.</p><p><b>What Happened:</b> While Tesla plans to make the new 4680 cells in-house, it has alsoasked Panasonicto begin producing them.</p><p>Last September, Tesla announced thedesign of the tabless 4680battery cell, which increases power by six times and energy by five times. The design supposedly boosts the range by 16%.</p><p>The new 4680 cells, named after their dimensions of 46-millimeter diameter and 80-millimeter height, are larger than the cells currently supplied by Panasonic to Tesla.</p><p>While the larger capacity of the new cells will enable Tesla to reduce the number of battery cells and result in fewer parts for its electric vehicles, it also makes the cells more difficult to produce, according to Bloomberg. In addition, the cells are prone to overheating and susceptible to particle contamination, which are frequent causes of EV battery fires.</p><p>However, Yasuaki Takamoto, Panasonic’s EV battery head, told Bloomberg that the company’s ability to produce 2.5 billion cells a year without major safety issues and Panasonic’s production expansion only at a pace at which it can maintain safety standards gives it an advantage in producing the new cells. Panasonic is reportedly working to set up a prototype production line to make the cells.</p><p><b>Why It Matters:</b> Production of the new battery is crucial for Tesla and will enable it to accelerate the manufacture of new vehicles like the Tesla Semi truck and the Plaid Plus S, in addition to the new planned $25,000 electric car. Tesla CEO Elon Musk said in March thatbattery cell constraintshave impacted the Tesla Semi rollout.</p><p>For Panasonic, the production of the new battery is expected to generate more revenues as the company seeks to reduce dependence on its core, low-margin consumer electronic business. Tesla’s electric vehicles have enabled Panasonic’s battery business to rake in profits.</p><p>It wasreportedin March that South Korean battery supplier<b>LG Energy Solutions</b>– a unit of LG Chem, is in talks to make Tesla’s new battery in the U.S. and Europe.</p><p><b>Price Action:</b> Panasonic OTC shares closed 2.1% lower on Thursday at $12.57. Tesla shares closed 1.9% higher at $683.80 and further rose almost 0.5% in the after-hours session.</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":"1181428561","content_text":"Tesla Inc.’s TSLA oldest battery supplier Panasonic Corp. PCRFY believes its ability to produce a next-generation battery will play a crucial role in the electric vehicle maker’splanto launch a $25,000 electric vehicle, BloombergreportedThursday.What Happened: While Tesla plans to make the new 4680 cells in-house, it has alsoasked Panasonicto begin producing them.Last September, Tesla announced thedesign of the tabless 4680battery cell, which increases power by six times and energy by five times. The design supposedly boosts the range by 16%.The new 4680 cells, named after their dimensions of 46-millimeter diameter and 80-millimeter height, are larger than the cells currently supplied by Panasonic to Tesla.While the larger capacity of the new cells will enable Tesla to reduce the number of battery cells and result in fewer parts for its electric vehicles, it also makes the cells more difficult to produce, according to Bloomberg. In addition, the cells are prone to overheating and susceptible to particle contamination, which are frequent causes of EV battery fires.However, Yasuaki Takamoto, Panasonic’s EV battery head, told Bloomberg that the company’s ability to produce 2.5 billion cells a year without major safety issues and Panasonic’s production expansion only at a pace at which it can maintain safety standards gives it an advantage in producing the new cells. Panasonic is reportedly working to set up a prototype production line to make the cells.Why It Matters: Production of the new battery is crucial for Tesla and will enable it to accelerate the manufacture of new vehicles like the Tesla Semi truck and the Plaid Plus S, in addition to the new planned $25,000 electric car. Tesla CEO Elon Musk said in March thatbattery cell constraintshave impacted the Tesla Semi rollout.For Panasonic, the production of the new battery is expected to generate more revenues as the company seeks to reduce dependence on its core, low-margin consumer electronic business. Tesla’s electric vehicles have enabled Panasonic’s battery business to rake in profits.It wasreportedin March that South Korean battery supplierLG Energy Solutions– a unit of LG Chem, is in talks to make Tesla’s new battery in the U.S. and Europe.Price Action: Panasonic OTC shares closed 2.1% lower on Thursday at $12.57. Tesla shares closed 1.9% higher at $683.80 and further rose almost 0.5% in the after-hours session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341182885,"gmtCreate":1617793542547,"gmtModify":1631892643716,"author":{"id":"3572252350661669","authorId":"3572252350661669","name":"Elongated","avatar":"https://static.tigerbbs.com/38d2fb3ef1779fef227be51f2e720466","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[得意] [得意] [得意] [得意] [得意] [得意] ","listText":"[得意] [得意] [得意] [得意] [得意] [得意] ","text":"[得意] [得意] [得意] [得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341182885","repostId":"1172555990","repostType":4,"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320143399,"gmtCreate":1615055295611,"gmtModify":1703484454403,"author":{"id":"3572252350661669","authorId":"3572252350661669","name":"Elongated","avatar":"https://static.tigerbbs.com/38d2fb3ef1779fef227be51f2e720466","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[开心] ","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/320143399","repostId":"2117639609","repostType":4,"repost":{"id":"2117639609","pubTimestamp":1614957600,"share":"https://www.laohu8.com/m/news/2117639609?lang=&edition=full","pubTime":"2021-03-05 23:20","market":"us","language":"en","title":"What's the Outlook for Intuitive Surgical?","url":"https://stock-news.laohu8.com/highlight/detail?id=2117639609","media":"Jason Hawthorne","summary":"Competition is heating up, but the company's market leadership remains unchallenged.","content":"<p>After being relegated to science fiction for most of the 20th century, robots have been more visible over the past two decades. Although most real-world applications so far have been industrial, <b>Intuitive</b> <b>Surgical</b> (NASDAQ:ISRG) has been slowly changing that. The company's da Vinci surgical systems only assist trained humans, but they have become synonymous with the term \"robotic surgery.\"</p><p>After so much success, interested investors will want to determine whether the future can be as bright as the past, or if the combination of COVID, regulatory hurdles, and competition will chip away at the dominance this company has established since going public in 2000.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F615724%2Fgettyimages-1218322943.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>The arms of a surgical robot. Image source: Getty Images.</p><p><b>Managing through COVID-19</b></p><p>Early during the pandemic, when hospitals were stopping elective procedures to dedicate resources to patients with COVID-19, the company's sales tumbled. Year-over-year revenue declined 22% in the second quarter of 2020 on 19% fewer procedures.</p><p>Procedures and revenue rebounded slightly in the following quarter, up 7% and down 4.5%, respectively, compared to 2019. The fourth quarter finally saw year-over-year revenue growth of 4%, but management remained cautious.</p><p>Citing a holiday rise in COVID-19 cases, CEO Gary Guthart pointed to a lag in diagnostic cases at hospitals and weak surgery data spilling over from December into January as an indication that the sales of da Vinci systems would take several quarters to normalize. With fewer cases, utilization of existing machines will remain low, delaying the need to add capacity.</p><p>Although this is definitely a concern, it's a temporary <a href=\"https://laohu8.com/S/AONE\">one</a>. By the end of 2021, orders and installations should be back to normal. System growth has averaged 12% a year over the past decade and 28% for the three years prior to the pandemic. Investors are hoping the return to normal comes sooner rather than later.</p><p><b>A changing regulatory landscape</b></p><p>In recent quarters, management has become much more vocal about a shifting regulatory landscape in the U.S. and Europe, and the requirement for more data than ever before prior to approval. Guthart has said the requirements have stabilized at a level higher than in past years. Although it's a short-term nuisance, this change stands to benefit incumbents like Intuitive over time, because existing systems will sit on the market longer while innovations wait for approval.</p><p>One region where the company has drastically different regulatory experiences is Asia. Guthart has repeatedly cited South Korea as being quick to allow innovative products to market, while China's centrally managed system is more cautious. System sales in the region grew 60% from 2018 to 2019 before falling off during 2020 due to the pandemic. Products launched in China must have a longer history of performance because that country's version of the Food and Drug Administration handles first-generation products very cautiously. Regardless, the company remains excited about its joint venture with Chinese company Fosun Pharma and expects strong, if somewhat turbulent, demand over time.</p><p><b>Defending the moat</b></p><p>One of the risks in China is the launch of companies trying to bring competitive surgical systems to market. This has already happened in South Korea. That country's embrace of innovation is a double-edged sword for Intuitive -- South Korea's first approved surgical robot was made by <b>Meere</b> back in 2017.</p><p>Asia isn't the only region where companies are tired of Intuitive reaping the lion's share of the robotic surgery opportunity. Closer to home, the company faces long-awaited challenges from device makers <b>Medtronic</b> (NYSE:MDT) and <b>Johnson</b> <b>&</b> <b>Johnson</b> (NYSE:JNJ).</p><p>Medtronic made its intentions clear by acquiring spine surgery innovator Mazor Robotics in 2018. It is planning a launch of its Hugo surgical system outside the U.S. to collect data, and expects to submit for an investigational device exemption from the FDA in the next month. That designation would allow the device to be used in a clinical study.</p><p>Johnson & Johnson has a not-so-secret weapon in the battle for the robotic surgery market: the founder of Intuitive Surgical. Dr. Fred Moll, who practically invented the industry when he founded Intuitive in 1995, is chief development officer at the company's devices unit. With his guidance, the healthcare giant plans to commercialize three robotic platforms it gained via acquisition.</p><p>First, the Velys platform is for total knee replacements. This is the type of high-volume, repeatable procedure that is ripe for robotic assistance. But it's a threat to <b>Stryker</b> and <b>Smith</b> <b>&</b> <b>Nephew</b>, not Intuitive.</p><p>Second, the Monarch platform is for a procedure that lets doctors inspect the lungs and air passages. It will eventually be used for lung biopsies, but Intuitive is already staking a claim here with its Ion system. In fact, Intuitive received FDA approval for the procedure in the first quarter of 2019.</p><p>And third, Johnson & Johnson's Ottava general surgery system was introduced in November after much anticipation. The device integrates with an operating table and has six arms, several more than systems currently on the market. The goal is flexibility. If Ottava can perform many types of operations, it will help hospitals avoid buying multiple robots, each with a different purpose. The system is unlikely to come to market before 2024.</p><p><b>Clear skies, with a few clouds on the horizon</b></p><p>Despite some regulatory red tape at home and upstart competition abroad, the path for Intuitive Surgical to continue its decades of growth seems clear. The company is well ahead of the competition with nearly 6,000 surgical systems already installed around the globe, and it will be hard for competitors to replace them. That is especially true as innovation in da Vinci systems, instrumentation, and capability continues to increase both machine utilization and company sales.</p><p>As a shareholder, I'll be watching the regulatory progress of the competing systems. But changes in the approval process have only made it harder for the competition to get a foothold. With no imminent threats for at least the next few years, the shares will stay tucked away in a part of my portfolio as far from the sell button as any I own. For those looking to add the stock to their own portfolios, the recent market volatility may have provided the opportunity they've been waiting for.</p>","source":"fool_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>What's the Outlook for Intuitive Surgical?</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\">\nWhat's the Outlook for Intuitive Surgical?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-05 23:20 GMT+8 <a href=https://www.fool.com/investing/2021/03/05/whats-the-outlook-for-intuitive-surgical/><strong>Jason Hawthorne</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After being relegated to science fiction for most of the 20th century, robots have been more visible over the past two decades. Although most real-world applications so far have been industrial, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/05/whats-the-outlook-for-intuitive-surgical/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F615724%2Fgettyimages-1218322943.jpg&w=700&op=resize","relate_stocks":{"ISRG":"直觉外科公司"},"source_url":"https://www.fool.com/investing/2021/03/05/whats-the-outlook-for-intuitive-surgical/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2117639609","content_text":"After being relegated to science fiction for most of the 20th century, robots have been more visible over the past two decades. Although most real-world applications so far have been industrial, Intuitive Surgical (NASDAQ:ISRG) has been slowly changing that. The company's da Vinci surgical systems only assist trained humans, but they have become synonymous with the term \"robotic surgery.\"After so much success, interested investors will want to determine whether the future can be as bright as the past, or if the combination of COVID, regulatory hurdles, and competition will chip away at the dominance this company has established since going public in 2000.The arms of a surgical robot. Image source: Getty Images.Managing through COVID-19Early during the pandemic, when hospitals were stopping elective procedures to dedicate resources to patients with COVID-19, the company's sales tumbled. Year-over-year revenue declined 22% in the second quarter of 2020 on 19% fewer procedures.Procedures and revenue rebounded slightly in the following quarter, up 7% and down 4.5%, respectively, compared to 2019. The fourth quarter finally saw year-over-year revenue growth of 4%, but management remained cautious.Citing a holiday rise in COVID-19 cases, CEO Gary Guthart pointed to a lag in diagnostic cases at hospitals and weak surgery data spilling over from December into January as an indication that the sales of da Vinci systems would take several quarters to normalize. With fewer cases, utilization of existing machines will remain low, delaying the need to add capacity.Although this is definitely a concern, it's a temporary one. By the end of 2021, orders and installations should be back to normal. System growth has averaged 12% a year over the past decade and 28% for the three years prior to the pandemic. Investors are hoping the return to normal comes sooner rather than later.A changing regulatory landscapeIn recent quarters, management has become much more vocal about a shifting regulatory landscape in the U.S. and Europe, and the requirement for more data than ever before prior to approval. Guthart has said the requirements have stabilized at a level higher than in past years. Although it's a short-term nuisance, this change stands to benefit incumbents like Intuitive over time, because existing systems will sit on the market longer while innovations wait for approval.One region where the company has drastically different regulatory experiences is Asia. Guthart has repeatedly cited South Korea as being quick to allow innovative products to market, while China's centrally managed system is more cautious. System sales in the region grew 60% from 2018 to 2019 before falling off during 2020 due to the pandemic. Products launched in China must have a longer history of performance because that country's version of the Food and Drug Administration handles first-generation products very cautiously. Regardless, the company remains excited about its joint venture with Chinese company Fosun Pharma and expects strong, if somewhat turbulent, demand over time.Defending the moatOne of the risks in China is the launch of companies trying to bring competitive surgical systems to market. This has already happened in South Korea. That country's embrace of innovation is a double-edged sword for Intuitive -- South Korea's first approved surgical robot was made by Meere back in 2017.Asia isn't the only region where companies are tired of Intuitive reaping the lion's share of the robotic surgery opportunity. Closer to home, the company faces long-awaited challenges from device makers Medtronic (NYSE:MDT) and Johnson & Johnson (NYSE:JNJ).Medtronic made its intentions clear by acquiring spine surgery innovator Mazor Robotics in 2018. It is planning a launch of its Hugo surgical system outside the U.S. to collect data, and expects to submit for an investigational device exemption from the FDA in the next month. That designation would allow the device to be used in a clinical study.Johnson & Johnson has a not-so-secret weapon in the battle for the robotic surgery market: the founder of Intuitive Surgical. Dr. Fred Moll, who practically invented the industry when he founded Intuitive in 1995, is chief development officer at the company's devices unit. With his guidance, the healthcare giant plans to commercialize three robotic platforms it gained via acquisition.First, the Velys platform is for total knee replacements. This is the type of high-volume, repeatable procedure that is ripe for robotic assistance. But it's a threat to Stryker and Smith & Nephew, not Intuitive.Second, the Monarch platform is for a procedure that lets doctors inspect the lungs and air passages. It will eventually be used for lung biopsies, but Intuitive is already staking a claim here with its Ion system. In fact, Intuitive received FDA approval for the procedure in the first quarter of 2019.And third, Johnson & Johnson's Ottava general surgery system was introduced in November after much anticipation. The device integrates with an operating table and has six arms, several more than systems currently on the market. The goal is flexibility. If Ottava can perform many types of operations, it will help hospitals avoid buying multiple robots, each with a different purpose. The system is unlikely to come to market before 2024.Clear skies, with a few clouds on the horizonDespite some regulatory red tape at home and upstart competition abroad, the path for Intuitive Surgical to continue its decades of growth seems clear. The company is well ahead of the competition with nearly 6,000 surgical systems already installed around the globe, and it will be hard for competitors to replace them. That is especially true as innovation in da Vinci systems, instrumentation, and capability continues to increase both machine utilization and company sales.As a shareholder, I'll be watching the regulatory progress of the competing systems. But changes in the approval process have only made it harder for the competition to get a foothold. With no imminent threats for at least the next few years, the shares will stay tucked away in a part of my portfolio as far from the sell button as any I own. For those looking to add the stock to their own portfolios, the recent market volatility may have provided the opportunity they've been waiting for.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":348760557,"gmtCreate":1617964982279,"gmtModify":1631892643666,"author":{"id":"3572252350661669","authorId":"3572252350661669","name":"Elongated","avatar":"https://static.tigerbbs.com/38d2fb3ef1779fef227be51f2e720466","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"here for thr tiger coins, please help to like [龇牙]","listText":"here for thr tiger coins, please help to like [龇牙]","text":"here for thr tiger coins, please help to like [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/348760557","repostId":"1181428561","repostType":4,"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320143399,"gmtCreate":1615055295611,"gmtModify":1703484454403,"author":{"id":"3572252350661669","authorId":"3572252350661669","name":"Elongated","avatar":"https://static.tigerbbs.com/38d2fb3ef1779fef227be51f2e720466","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[开心] ","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/320143399","repostId":"2117639609","repostType":4,"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341182885,"gmtCreate":1617793542547,"gmtModify":1631892643716,"author":{"id":"3572252350661669","authorId":"3572252350661669","name":"Elongated","avatar":"https://static.tigerbbs.com/38d2fb3ef1779fef227be51f2e720466","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[得意] [得意] [得意] [得意] [得意] [得意] ","listText":"[得意] [得意] [得意] [得意] [得意] [得意] ","text":"[得意] [得意] [得意] [得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341182885","repostId":"1172555990","repostType":4,"repost":{"id":"1172555990","pubTimestamp":1617763018,"share":"https://www.laohu8.com/m/news/1172555990?lang=&edition=full","pubTime":"2021-04-07 10:36","market":"us","language":"en","title":"Apple Stock At $175 or $83? Both Paths Explored","url":"https://stock-news.laohu8.com/highlight/detail?id=1172555990","media":"The Street","summary":"Which way might Apple stock head: up 40% or down 30%?Three Wall Street analysts believe that either outcome is plausible. Here are the paths that could propel shares to the moon or send them crashing down.Wall Street analysts seem to agree, on average, that Apple stock is a strong buy. But around the consensus price target of $150 per share, estimates vary widely: from $83 at the bearish end to $175 at the bullish end of the spectrum.What might justify Apple stock rising nearly 40% to reach the ","content":"<blockquote>\n Which way might Apple stock head: up 40% or down 30%? Three Wall Street analysts believe that either outcome is plausible. Here are the paths that could propel shares to the moon or send them crashing down.\n</blockquote>\n<p>Wall Street analysts seem to agree, on average, that Apple stock is a strong buy. But around the consensus price target of $150 per share, estimates vary widely: from $83 at the bearish end to $175 at the bullish end of the spectrum.</p>\n<p>What might justify Apple stock rising nearly 40% to reach the most optimistic of price targets? On the flip side, what are the key risks to Apple stock tanking about 30% towards the bottom of the well? These are questions that the Apple Maven will explore today.</p>\n<p><b>iPhone super cycle</b></p>\n<p>The Wall Street bulls in question are two: Wedbush’s Dan Ives and Evercore ISI’s Amit Daryanani. Although both see the same upside to investing in Apple shares today, the analysts approach the bullish case from different angles.</p>\n<p>Wedbushplacesthe iPhone at the center of the investment thesis. The analyst believes fervently in the 5G super cycle, arguing that just about 40% of Apple’s smartphone installed base is currently overdue for an upgrade. Greater China,a struggling geographic segmentfor the past five years, represents a sizable rebounding opportunity.</p>\n<p>The research shop offers numbers to support the argument. Dan Ives sees Apple shipping as many as 250 million iPhone units in the current year, which is roughly 15% more than consensus. Holding all other variables constant, including average prices and margins, I estimate that 2021 iPhone sales at these levels could account for up to one-fourth of the stock price upside.</p>\n<p>Wedbush looks beyond the current year, andsees in the upcoming iPhone 13an important follow up to the “5G party”. Demand for the new device should be boosted by product features, including a 1 terabyte storage model, and the buildout of 5G networks across the globe.</p>\n<p><b>Apple Car, services and wearables opportunities</b></p>\n<p>Wedbush’s Dan Ives shares at least one thing in common with Evercore ISI’s Amit Daryanani: a belief that the long-awaited Apple Car could be a catalyst for further stock price appreciation.</p>\n<p>Dan offers some figures to explain his bullishness. According to him, the EV (electric vehicle) market could reach $5 trillion over the next decade. Should Apple announce a production partner by the summer, as Wedbush believes will be the case, the Cupertino company could begin to capitalize on the opportunity soon.</p>\n<p>Amit, on the other hand, dives deeper into another couple of high-growth businesses for Apple: services and wearables.The analyst sees“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”.</p>\n<p>Should these two segments expand as Evercore ISI believes they will, both combined would more than double in size in five years, with margin expansion potential. It is not a stretch to see Apple stock rising 40% in 12 months if the rest of the market begins to see these growth opportunities the same way.</p>\n<p><b>This ship is going down!</b></p>\n<p>Despite plenty of Wall Street love, Apple stock also has its bears. None is more pessimistic about investing in the Cupertino company’s shares than Goldman Sachs’ Rod Hall, whobelieves that the stock has over 30% downside risk.</p>\n<p>At the core of the analyst’s bearish thesis is the services segment. Rod argues that a post-pandemic world could be highly disruptive to service revenues, as consumers choose offscreen entertainment after nearly 18 months of being confined at home.</p>\n<p>Still within services, Goldman believes that Apple TV+ could see users flock as the one-year free trial period ends, in July 2021. This would be a blow to a company that is still trying to become a more relevant player in the ultra-competitive streaming video space.</p>\n<p>Lastly, the analyst believes that the iPhone 12 resembles a “redesign cycle” rather than a more meaningful “5G super cycle”. As a result, iPhone replacement rates should be low in 2021, and average selling prices could drop as well.</p>\n<p><b>Twitter speaks</b></p>\n<p>Not long ago, I asked users on Twitter if they wereconcerned about the downside risk in Apple stock. Now, I turn the question around: what key driver could send shares towards the $175 bullish price target? Below are the answers.</p>\n<p><img src=\"https://static.tigerbbs.com/85c62b4a4e7ffd0eb7bde214d72a1a5f\" tg-width=\"570\" tg-height=\"452\"></p>","source":"lsy1610613172068","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 At $175 or $83? Both Paths Explored</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 At $175 or $83? Both Paths Explored\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-07 10:36 GMT+8 <a href=https://www.thestreet.com/apple/stock/apple-stock-at-175-or-83-both-paths-explored><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Which way might Apple stock head: up 40% or down 30%? Three Wall Street analysts believe that either outcome is plausible. Here are the paths that could propel shares to the moon or send them crashing...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-at-175-or-83-both-paths-explored\">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-at-175-or-83-both-paths-explored","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172555990","content_text":"Which way might Apple stock head: up 40% or down 30%? Three Wall Street analysts believe that either outcome is plausible. Here are the paths that could propel shares to the moon or send them crashing down.\n\nWall Street analysts seem to agree, on average, that Apple stock is a strong buy. But around the consensus price target of $150 per share, estimates vary widely: from $83 at the bearish end to $175 at the bullish end of the spectrum.\nWhat might justify Apple stock rising nearly 40% to reach the most optimistic of price targets? On the flip side, what are the key risks to Apple stock tanking about 30% towards the bottom of the well? These are questions that the Apple Maven will explore today.\niPhone super cycle\nThe Wall Street bulls in question are two: Wedbush’s Dan Ives and Evercore ISI’s Amit Daryanani. Although both see the same upside to investing in Apple shares today, the analysts approach the bullish case from different angles.\nWedbushplacesthe iPhone at the center of the investment thesis. The analyst believes fervently in the 5G super cycle, arguing that just about 40% of Apple’s smartphone installed base is currently overdue for an upgrade. Greater China,a struggling geographic segmentfor the past five years, represents a sizable rebounding opportunity.\nThe research shop offers numbers to support the argument. Dan Ives sees Apple shipping as many as 250 million iPhone units in the current year, which is roughly 15% more than consensus. Holding all other variables constant, including average prices and margins, I estimate that 2021 iPhone sales at these levels could account for up to one-fourth of the stock price upside.\nWedbush looks beyond the current year, andsees in the upcoming iPhone 13an important follow up to the “5G party”. Demand for the new device should be boosted by product features, including a 1 terabyte storage model, and the buildout of 5G networks across the globe.\nApple Car, services and wearables opportunities\nWedbush’s Dan Ives shares at least one thing in common with Evercore ISI’s Amit Daryanani: a belief that the long-awaited Apple Car could be a catalyst for further stock price appreciation.\nDan offers some figures to explain his bullishness. According to him, the EV (electric vehicle) market could reach $5 trillion over the next decade. Should Apple announce a production partner by the summer, as Wedbush believes will be the case, the Cupertino company could begin to capitalize on the opportunity soon.\nAmit, on the other hand, dives deeper into another couple of high-growth businesses for Apple: services and wearables.The analyst sees“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”.\nShould these two segments expand as Evercore ISI believes they will, both combined would more than double in size in five years, with margin expansion potential. It is not a stretch to see Apple stock rising 40% in 12 months if the rest of the market begins to see these growth opportunities the same way.\nThis ship is going down!\nDespite plenty of Wall Street love, Apple stock also has its bears. None is more pessimistic about investing in the Cupertino company’s shares than Goldman Sachs’ Rod Hall, whobelieves that the stock has over 30% downside risk.\nAt the core of the analyst’s bearish thesis is the services segment. Rod argues that a post-pandemic world could be highly disruptive to service revenues, as consumers choose offscreen entertainment after nearly 18 months of being confined at home.\nStill within services, Goldman believes that Apple TV+ could see users flock as the one-year free trial period ends, in July 2021. This would be a blow to a company that is still trying to become a more relevant player in the ultra-competitive streaming video space.\nLastly, the analyst believes that the iPhone 12 resembles a “redesign cycle” rather than a more meaningful “5G super cycle”. As a result, iPhone replacement rates should be low in 2021, and average selling prices could drop as well.\nTwitter speaks\nNot long ago, I asked users on Twitter if they wereconcerned about the downside risk in Apple stock. Now, I turn the question around: what key driver could send shares towards the $175 bullish price target? Below are the answers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
