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cgtc78

cgtc78

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3主题

0勋章

2021-09-16

Good start

抱歉，原内容已删除

2021-09-14

Hahaha.. damn fragile.. The other day Citi cover buy rating - upToday Morgan said otherwise - drop 5%Hey GS.. I am waiting for your call.

Electric vehicle maker Lucid Group fell nearly 5% in premarket trading

2021-09-13

Exit the position too early

Rocket Lab USA Stock Is Soaring. It’s Time to Sell Some Shares.

2021-09-09

Get approval from your real big boss first

抱歉，原内容已删除

2021-09-09

Looking good for Fed tapering

抱歉，原内容已删除

2021-09-05

At this time when I re-read your post, baba crash another 20% at current price at 170.

Alibaba Stock: The Bottoming Process Looks To Be Forming Already

2021-08-31

Watch out samsung

Apple shares fell 1.04% in early trading as S.Korea's parliament passing bill to curb Apple commission dominance

2021-08-26

Record revenue and record deliveries equivalent to higher record loses... man.. what kind of business is this... damn.

抱歉，原内容已删除

2021-08-25

Waiting patiently

抱歉，原内容已删除

2021-08-25

Wow.. looks like Mr. Jerome can make his decision as easy as you.

Central Banks Cannot Really Taper In This Slowdown

2021-08-24

Hahaha.. nearly forgotten Musky had solar business under Tesla. Thanks for the details.

Inside The Deterioration Of Tesla's Solar Business

2021-08-19

Getting better all the time.

NVIDIA Earnings: Here's What You Need To Know

2021-08-19

China regulators power

抱歉，原内容已删除

2021-08-19

Up up up

NVIDIA Q2 Adj. EPS $1.04 Beats $1.02 Estimate, Sales $6.51B Beat $6.33B Estimate

2021-08-11

Huh... why I sensed manipulative???

抱歉，原内容已删除

2021-08-07

Walao.. comment like that also can...Who doesn't know not all restaurant are good.

抱歉，原内容已删除

2021-08-06

Time to short

抱歉，原内容已删除

2021-08-05

Sure or not.. [捂脸]

@Myhomie:$Bionano Genomics(BNGO)$Buy now while u can, it’s gonna skyrocket to + 80% in few hours time due to earnings. (Not financial advise)

2021-08-02

Premarket price drop after announcement.. why?

NIO delivered 7,931 vehicles in July 2021, and rose 1% in premarket trading

2021-06-28

Up up to the sky

Nvidia shares rose more than 5% to a new high

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start","listText":"Good start","text":"Good start","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/885339606","repostId":"2167591016","repostType":4,"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886447206,"gmtCreate":1631621083005,"gmtModify":1631883944375,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Hahaha.. damn fragile..&nbsp;The other day Citi cover buy rating - upToday Morgan said otherwise - drop 5%Hey GS.. I am waiting for your call.","listText":"Hahaha.. damn fragile..&nbsp;The other day Citi cover buy rating - upToday Morgan said otherwise - drop 5%Hey GS.. I am waiting for your call.","text":"Hahaha.. damn fragile.. The other day Citi cover buy rating - upToday Morgan said otherwise - drop 5%Hey GS.. I am waiting for your call.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886447206","repostId":"1156414484","repostType":4,"repost":{"id":"1156414484","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631620263,"share":"https://www.laohu8.com/m/news/1156414484?lang=&edition=full","pubTime":"2021-09-14 19:51","market":"us","language":"en","title":"Electric vehicle maker Lucid Group fell nearly 5% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1156414484","media":"Tiger Newspress","summary":"Electric vehicle maker Lucid Group fell nearly 5% in premarket trading. An equity research analyst a","content":"<p>Electric vehicle maker Lucid Group fell nearly 5% in premarket trading. An equity research analyst at Morgan Stanley initiated coverage of the company at underweight.</p>\n<p><img src=\"https://static.tigerbbs.com/9b2a8b2c3d98c4a44e76c44e6944e604\" tg-width=\"891\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Electric vehicle maker Lucid Group fell nearly 5% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElectric vehicle maker Lucid Group fell nearly 5% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-14 19:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Electric vehicle maker Lucid Group fell nearly 5% in premarket trading. An equity research analyst at Morgan Stanley initiated coverage of the company at underweight.</p>\n<p><img src=\"https://static.tigerbbs.com/9b2a8b2c3d98c4a44e76c44e6944e604\" tg-width=\"891\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156414484","content_text":"Electric vehicle maker Lucid Group fell nearly 5% in premarket trading. An equity research analyst at Morgan Stanley initiated coverage of the company at underweight.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888710294,"gmtCreate":1631528298218,"gmtModify":1632807817744,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Exit the position too early&nbsp;","listText":"Exit the position too early&nbsp;","text":"Exit the position too early","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888710294","repostId":"1160543450","repostType":4,"repost":{"id":"1160543450","kind":"news","pubTimestamp":1631517980,"share":"https://www.laohu8.com/m/news/1160543450?lang=&edition=full","pubTime":"2021-09-13 15:26","market":"us","language":"en","title":"Rocket Lab USA Stock Is Soaring. It’s Time to Sell Some Shares.","url":"https://stock-news.laohu8.com/highlight/detail?id=1160543450","media":"Barrons","summary":"Everything is coming up aces for Rocket Lab USA. It’s time to think about taking some profits.\nThe s","content":"<p>Everything is coming up aces for Rocket Lab USA. It’s time to think about taking some profits.</p>\n<p>The space-launch and satellite-services company reported strong first-half 2021 sales this past Wednesday, its first quarterly report as a publicly traded company. It announced a big new business award too. The next day, Rocket Lab (ticker: RKLB) picked up its first Buy rating from Wall Street.</p>\n<p></p>\n<p>All the good news has sent shares, well, skyrocketing, with the stock gaining 37% in one day. It’s now gained 77% over the past month, closing Friday at $18.69, while the S&amp;P 500&nbsp;is up about 0.5% and the&nbsp;Dow Jones Industrial Average&nbsp;is down about 2% over the same span. That has left even the most bullish investors wondering what to do next. Should they sell and risk losing their position in an exciting new business they believe in, or hang on for the long run? Fortunately, investors can do both. </p>\n<p></p>\n<p>Selling the stock might seem rash. Rocket Lab recently announced new contract wins from companies targeting internet connectivity, earth observation, and space-junk collection, among others. Most of those aren’t included in the company’s $141.4 million backlog as of June 30 reported Wednesday, which was up 136% year over year.</p>\n<p>It’s that business momentum that has Canaccord Genuity’s Austin Moeller, the first analyst to pick up coverage, excited about Rocket Lab stock. He sees the launch-services industry generating $11 billion in sales by 2030—up from a few hundred million dollars in 2021. The entire satellite manufacturing industry could be generating $22 billion in sales by then, up almost 100%.</p>\n<p></p>\n<p>“Rocket Lab’s core markets—commercial launch and small sat manufacturing—have an extremely favorable growth outlook over the next decade and beyond,” writes Moeller, who rates the stock a Buy. “The company’s competitive advantage over new market entrants and production scale justify significant upside in the stock price.”</p>\n<p>Moeller’s target price for Rocket Lab stock is $30 a share, up more than 60% from Friday’s close. By 2030, he projects $2.7 billion in annual sales and $850 million in annual free cash flow, with positive free cash flow by 2024.</p>\n<p>Still, early investors are sitting with big gains—accumulated rapidly—which might make them a little antsy. There is, after all, a saying among traders on Wall Street: No one ever went bankrupt taking profits.</p>\n<p>It can be a good idea to sell a little stock when things look overheated.</p>\n<p><i>Barron’s</i> recommended something similar after another small-cap stock—commercial electric-vehicle maker&nbsp;Workhorse Group&nbsp;(WHKS)—rocketed higher. We wrote positively about the stock in July 2020, when shares were about $15. They hit $42.96 in February, based in part on hopes the company would win the contract to replace the U.S. Postal Service’s right-hand-drive delivery vehicles. It was too far, too fast, and we advised readers to sell some of their shares around&nbsp;A Stock Market Selloff Needs a Trigger. Here’s What Could Cause the Next One. that time.</p>\n<p></p>\n<p>That turned out to be a reasonable call. The company didn’t win the USPS business. Shares are about $9 now after a series of delays and missteps. Sometimes it can be a good idea to lock in profits.</p>\n<p>We also wrote positively about Rocket Lab in March, when shares were $11.60. We didn’t have a price target. Part of our logic was that if Elon Musk’s SpaceX was worth $74 billion in private markets, then Rocket Lab was worth more than $5.5 billion. The comparison seemed fair: Rocket Lab and SpaceX are the only two space start-ups generating significant sales from launch services. But Rocket Lab’s market capitalization is up to about $9 billion. We still like the company—and the opportunity.</p>\n<p></p>\n<p>We’re just not afraid to recognize that even space stocks can fly a little too high.</p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rocket Lab USA Stock Is Soaring. It’s Time to Sell Some Shares.</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\">\nRocket Lab USA Stock Is Soaring. It’s Time to Sell Some Shares.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 15:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/rocket-lab-stock-sell-51631321955?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Everything is coming up aces for Rocket Lab USA. It’s time to think about taking some profits.\nThe space-launch and satellite-services company reported strong first-half 2021 sales this past Wednesday...</p>\n\n<a href=\"https://www.barrons.com/articles/rocket-lab-stock-sell-51631321955?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RKLB":"Rocket Lab USA, Inc."},"source_url":"https://www.barrons.com/articles/rocket-lab-stock-sell-51631321955?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160543450","content_text":"Everything is coming up aces for Rocket Lab USA. It’s time to think about taking some profits.\nThe space-launch and satellite-services company reported strong first-half 2021 sales this past Wednesday, its first quarterly report as a publicly traded company. It announced a big new business award too. The next day, Rocket Lab (ticker: RKLB) picked up its first Buy rating from Wall Street.\n\nAll the good news has sent shares, well, skyrocketing, with the stock gaining 37% in one day. It’s now gained 77% over the past month, closing Friday at $18.69, while the S&P 500 is up about 0.5% and the Dow Jones Industrial Average is down about 2% over the same span. That has left even the most bullish investors wondering what to do next. Should they sell and risk losing their position in an exciting new business they believe in, or hang on for the long run? Fortunately, investors can do both. \n\nSelling the stock might seem rash. Rocket Lab recently announced new contract wins from companies targeting internet connectivity, earth observation, and space-junk collection, among others. Most of those aren’t included in the company’s $141.4 million backlog as of June 30 reported Wednesday, which was up 136% year over year.\nIt’s that business momentum that has Canaccord Genuity’s Austin Moeller, the first analyst to pick up coverage, excited about Rocket Lab stock. He sees the launch-services industry generating $11 billion in sales by 2030—up from a few hundred million dollars in 2021. The entire satellite manufacturing industry could be generating $22 billion in sales by then, up almost 100%.\n\n“Rocket Lab’s core markets—commercial launch and small sat manufacturing—have an extremely favorable growth outlook over the next decade and beyond,” writes Moeller, who rates the stock a Buy. “The company’s competitive advantage over new market entrants and production scale justify significant upside in the stock price.”\nMoeller’s target price for Rocket Lab stock is $30 a share, up more than 60% from Friday’s close. By 2030, he projects $2.7 billion in annual sales and $850 million in annual free cash flow, with positive free cash flow by 2024.\nStill, early investors are sitting with big gains—accumulated rapidly—which might make them a little antsy. There is, after all, a saying among traders on Wall Street: No one ever went bankrupt taking profits.\nIt can be a good idea to sell a little stock when things look overheated.\nBarron’s recommended something similar after another small-cap stock—commercial electric-vehicle maker Workhorse Group (WHKS)—rocketed higher. We wrote positively about the stock in July 2020, when shares were about $15. They hit $42.96 in February, based in part on hopes the company would win the contract to replace the U.S. Postal Service’s right-hand-drive delivery vehicles. It was too far, too fast, and we advised readers to sell some of their shares around A Stock Market Selloff Needs a Trigger. Here’s What Could Cause the Next One. that time.\n\nThat turned out to be a reasonable call. The company didn’t win the USPS business. Shares are about $9 now after a series of delays and missteps. Sometimes it can be a good idea to lock in profits.\nWe also wrote positively about Rocket Lab in March, when shares were $11.60. We didn’t have a price target. Part of our logic was that if Elon Musk’s SpaceX was worth $74 billion in private markets, then Rocket Lab was worth more than $5.5 billion. The comparison seemed fair: Rocket Lab and SpaceX are the only two space start-ups generating significant sales from launch services. But Rocket Lab’s market capitalization is up to about $9 billion. We still like the company—and the opportunity.\n\nWe’re just not afraid to recognize that even space stocks can fly a little too high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883029942,"gmtCreate":1631190984486,"gmtModify":1631887209564,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Get approval from your real big boss first","listText":"Get approval from your real big boss first","text":"Get approval from your real big boss first","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/883029942","repostId":"2166348780","repostType":4,"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883067418,"gmtCreate":1631190886934,"gmtModify":1632884069583,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Looking good for Fed tapering","listText":"Looking good for Fed tapering","text":"Looking good for Fed tapering","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/883067418","repostId":"1146701240","repostType":4,"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814227972,"gmtCreate":1630829212096,"gmtModify":1632905653999,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"At this time when I re-read your post, baba crash another 20% at current price at 170.","listText":"At this time when I re-read your post, baba crash another 20% at current price at 170.","text":"At this time when I re-read your post, baba crash another 20% at current price at 170.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814227972","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","kind":"news","pubTimestamp":1623978463,"share":"https://www.laohu8.com/m/news/1175693382?lang=&edition=full","pubTime":"2021-06-18 09:07","market":"hk","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</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>Alibaba Stock: The Bottoming Process Looks To Be Forming Already</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\">\nAlibaba Stock: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818546471,"gmtCreate":1630421867793,"gmtModify":1633678171710,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Watch out samsung","listText":"Watch out samsung","text":"Watch out samsung","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818546471","repostId":"1118277523","repostType":4,"repost":{"id":"1118277523","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630418634,"share":"https://www.laohu8.com/m/news/1118277523?lang=&edition=full","pubTime":"2021-08-31 22:03","market":"us","language":"en","title":"Apple shares fell 1.04% in early trading as S.Korea's parliament passing bill to curb Apple commission dominance","url":"https://stock-news.laohu8.com/highlight/detail?id=1118277523","media":"Tiger Newspress","summary":"South Korea's parliament on Tuesday approved a bill that bans major app store operators such as Google and Apple from forcing software developers to use their payment systems, effectively stopping them from charging commissions on in-app purchases.It is the first such curb by a major economy on the likes of Apple Inc and Alphabet Inc's Google, which face global criticism for requiring the use of proprietary payment systems that charge commissions of up to 30%.","content":"<p>Apple&nbsp;shares&nbsp;fell&nbsp;1.04%&nbsp;in&nbsp;early&nbsp;trading&nbsp;as&nbsp;S.Korea's parliament passing bill to curb&nbsp;Apple commission dominance.</p>\n<p><img src=\"https://static.tigerbbs.com/dddfac227e4c05029904982112eb7573\" tg-width=\"883\" tg-height=\"617\" width=\"100%\" height=\"auto\">South Korea's parliament on Tuesday approved a bill that bans major app store operators such as Google and Apple from forcing software developers to use their payment systems, effectively stopping them from charging commissions on in-app purchases.</p>\n<p>It is the first such curb by a major economy on the likes of Apple Inc&nbsp;and Alphabet Inc's&nbsp;Google, which face global criticism for requiring the use of proprietary payment systems that charge commissions of up to 30%.</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 shares fell 1.04% in early trading as S.Korea's parliament passing bill to curb Apple commission dominance</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 shares fell 1.04% in early trading as S.Korea's parliament passing bill to curb Apple commission dominance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-31 22:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple&nbsp;shares&nbsp;fell&nbsp;1.04%&nbsp;in&nbsp;early&nbsp;trading&nbsp;as&nbsp;S.Korea's parliament passing bill to curb&nbsp;Apple commission dominance.</p>\n<p><img src=\"https://static.tigerbbs.com/dddfac227e4c05029904982112eb7573\" tg-width=\"883\" tg-height=\"617\" width=\"100%\" height=\"auto\">South Korea's parliament on Tuesday approved a bill that bans major app store operators such as Google and Apple from forcing software developers to use their payment systems, effectively stopping them from charging commissions on in-app purchases.</p>\n<p>It is the first such curb by a major economy on the likes of Apple Inc&nbsp;and Alphabet Inc's&nbsp;Google, which face global criticism for requiring the use of proprietary payment systems that charge commissions of up to 30%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118277523","content_text":"Apple shares fell 1.04% in early trading as S.Korea's parliament passing bill to curb Apple commission dominance.\nSouth Korea's parliament on Tuesday approved a bill that bans major app store operators such as Google and Apple from forcing software developers to use their payment systems, effectively stopping them from charging commissions on in-app purchases.\nIt is the first such curb by a major economy on the likes of Apple Inc and Alphabet Inc's Google, which face global criticism for requiring the use of proprietary payment systems that charge commissions of up to 30%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810618718,"gmtCreate":1629970827734,"gmtModify":1633681107676,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Record revenue and record deliveries equivalent to higher record loses... man.. what kind of business is this... damn.","listText":"Record revenue and record deliveries equivalent to higher record loses... man.. what kind of business is this... damn.","text":"Record revenue and record deliveries equivalent to higher record loses... man.. what kind of business is this... damn.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810618718","repostId":"1113528238","repostType":4,"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837230735,"gmtCreate":1629891183827,"gmtModify":1633681696026,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Waiting patiently","listText":"Waiting patiently","text":"Waiting patiently","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/837230735","repostId":"1187404724","repostType":4,"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837297722,"gmtCreate":1629891017066,"gmtModify":1633681696469,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Wow..&nbsp; looks like Mr. Jerome can make his decision as easy as you.&nbsp;","listText":"Wow..&nbsp; looks like Mr. Jerome can make his decision as easy as you.&nbsp;","text":"Wow.. looks like Mr. Jerome can make his decision as easy as you.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/837297722","repostId":"1126078997","repostType":4,"repost":{"id":"1126078997","kind":"news","pubTimestamp":1629884958,"share":"https://www.laohu8.com/m/news/1126078997?lang=&edition=full","pubTime":"2021-08-25 17:49","market":"us","language":"en","title":"Central Banks Cannot Really Taper In This Slowdown","url":"https://stock-news.laohu8.com/highlight/detail?id=1126078997","media":"zerohedge","summary":"Recent macroeconomic data from the United States should worry us. Amid the reopening and the biggest","content":"<p><b>Recent macroeconomic data from the&nbsp;United States&nbsp;should worry us.</b>&nbsp;Amid the reopening and the biggest fiscal and monetary stimulus in recent history, and with all the possible tailwinds from policy decisions, consumer confidence has plummeted to the lowest level since 2016.</p>\n<p>Retail sales have fallen sharply again in July, and the employment of industrial production data is far more than disappointing considering the level of stimulus and that GDP has returned to a&nbsp;pre-pandemic level.</p>\n<p>The use of industrial capacity, at 76%, is 4% below the average for the 1972-2020 period, and the labor participation rate, at 61.6%, has been stagnant for ten months and at 1980 levels.</p>\n<p>The total savings rate as a percentage of disposable income has almost vanished from 33.8% to 9.4%.</p>\n<p>Let’s put it in the context of a re-opening that has been in place for more than a year, a fiscal stimulus equivalent to three trillion dollars, and a monetary stimulus of 1.7 trillion dollars in 2021.&nbsp;<b>The United States would go into a severe recession if it were not “doping ” the economy.</b></p>\n<p>We cannot ignore the slowdown in China, where even the official data reflect a slowdown in the expansion process. If we take the typical difference between official and real data, we will see that, for example, gross capital formation has slowed down rapidly in 2021.</p>\n<p>This is important because the entire recovery of the eurozone relies on fiscal and monetary impulse in addition to the European Recovery Fund.</p>\n<p><b>The recovery of the euro area keeps some positive momentum simply because it is more delayed.</b>&nbsp;The GDP of the euro area is still 4% below pre-pandemic levels (7% in the case of Spain) and employment is well below the levels of comparable economies, considering that we must add the workers in furloughed jobs that are still above six million while unemployment, at 7.1% estimated for August, is recovering slowly.</p>\n<p>These data reinforce my view that central banks will maintain their ultra-expansionary policy with very modest changes. Tapering will likely be more cosmetic than real, and rates will remain&nbsp;low while, in the case of the euro area, negative. The fact that the Federal Reserve balance sheet has expanded further while officials talked about tapering reinforces this view.</p>\n<p>The threat of an escalation of international tension after the Taliban coup in Afghanistan is added to the impact of the delta variant, which will be more evident in winter, as it happened in 2020.</p>\n<p><b>The important thing is to understand that, from the investor point of view, we have probably passed the peak of recovery and the most cyclical sectors are already discounting the slowing momentum.</b></p>\n<p>The unsustainable fiscal situation of developed countries makes a serious normalization of policy impossible. The ECB is the only buyer of Italian and Spanish debt, according to the IIF (Institute of International Finance), and this disguises an imminent risk but does not eliminate it.</p>\n<p>Inflation, the great threat to the recovery, remains high and although some components have moderated, the most important factors for the average consumer, non-replicable goods, remain well above the levels of 2015.</p>\n<p><b>Central banks are faced with the devil’s dilemma created by their own policy.</b></p>\n<p><b>Either let inflation run and create a stagflation problem or scare the markets by reducing purchases.</b></p>\n<p><b>They will choose the first, without a doubt.</b></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>Central Banks Cannot Really Taper In This Slowdown</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\">\nCentral Banks Cannot Really Taper In This Slowdown\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 17:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/central-banks-cannot-really-taper-slowdown><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recent macroeconomic data from the United States should worry us. Amid the reopening and the biggest fiscal and monetary stimulus in recent history, and with all the possible tailwinds from policy ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/central-banks-cannot-really-taper-slowdown\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/central-banks-cannot-really-taper-slowdown","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126078997","content_text":"Recent macroeconomic data from the United States should worry us. Amid the reopening and the biggest fiscal and monetary stimulus in recent history, and with all the possible tailwinds from policy decisions, consumer confidence has plummeted to the lowest level since 2016.\nRetail sales have fallen sharply again in July, and the employment of industrial production data is far more than disappointing considering the level of stimulus and that GDP has returned to a pre-pandemic level.\nThe use of industrial capacity, at 76%, is 4% below the average for the 1972-2020 period, and the labor participation rate, at 61.6%, has been stagnant for ten months and at 1980 levels.\nThe total savings rate as a percentage of disposable income has almost vanished from 33.8% to 9.4%.\nLet’s put it in the context of a re-opening that has been in place for more than a year, a fiscal stimulus equivalent to three trillion dollars, and a monetary stimulus of 1.7 trillion dollars in 2021. The United States would go into a severe recession if it were not “doping ” the economy.\nWe cannot ignore the slowdown in China, where even the official data reflect a slowdown in the expansion process. If we take the typical difference between official and real data, we will see that, for example, gross capital formation has slowed down rapidly in 2021.\nThis is important because the entire recovery of the eurozone relies on fiscal and monetary impulse in addition to the European Recovery Fund.\nThe recovery of the euro area keeps some positive momentum simply because it is more delayed. The GDP of the euro area is still 4% below pre-pandemic levels (7% in the case of Spain) and employment is well below the levels of comparable economies, considering that we must add the workers in furloughed jobs that are still above six million while unemployment, at 7.1% estimated for August, is recovering slowly.\nThese data reinforce my view that central banks will maintain their ultra-expansionary policy with very modest changes. Tapering will likely be more cosmetic than real, and rates will remain low while, in the case of the euro area, negative. The fact that the Federal Reserve balance sheet has expanded further while officials talked about tapering reinforces this view.\nThe threat of an escalation of international tension after the Taliban coup in Afghanistan is added to the impact of the delta variant, which will be more evident in winter, as it happened in 2020.\nThe important thing is to understand that, from the investor point of view, we have probably passed the peak of recovery and the most cyclical sectors are already discounting the slowing momentum.\nThe unsustainable fiscal situation of developed countries makes a serious normalization of policy impossible. The ECB is the only buyer of Italian and Spanish debt, according to the IIF (Institute of International Finance), and this disguises an imminent risk but does not eliminate it.\nInflation, the great threat to the recovery, remains high and although some components have moderated, the most important factors for the average consumer, non-replicable goods, remain well above the levels of 2015.\nCentral banks are faced with the devil’s dilemma created by their own policy.\nEither let inflation run and create a stagflation problem or scare the markets by reducing purchases.\nThey will choose the first, without a doubt.","news_type":1},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834169206,"gmtCreate":1629780744805,"gmtModify":1633682471663,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Hahaha.. nearly forgotten Musky had solar business under Tesla. Thanks for the details.","listText":"Hahaha.. nearly forgotten Musky had solar business under Tesla. Thanks for the details.","text":"Hahaha.. nearly forgotten Musky had solar business under Tesla. Thanks for the details.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/834169206","repostId":"1187997976","repostType":4,"repost":{"id":"1187997976","kind":"news","pubTimestamp":1629777349,"share":"https://www.laohu8.com/m/news/1187997976?lang=&edition=full","pubTime":"2021-08-24 11:55","market":"us","language":"en","title":"Inside The Deterioration Of Tesla's Solar Business","url":"https://stock-news.laohu8.com/highlight/detail?id=1187997976","media":"seekingalpha","summary":"Tesla's $670 billion market cap is based in part on the belief that it is \"more than a car company\"; Tesla's solar energy business has fed this narrative.While treated like a value-add by Tesla's boosters, its solar unit has in practice been a costly millstone; margins remain deeply negative.Tesla's solar deployments have fallen far from highs set years ago, with little prospect of a reversal.Hopes that Tesla's Solar Roof could reinvigorate deployment rates have faded amid multi-year delays and ","content":"<p>Summary</p>\n<ul>\n <li>Tesla's $670 billion market cap is based in part on the belief that it is \"more than a car company\"; Tesla's solar energy business has fed this narrative.</li>\n <li>While treated like a value-add by Tesla's boosters, its solar unit has in practice been a costly millstone; margins remain deeply negative.</li>\n <li>Tesla's solar deployments have fallen far from highs set years ago, with little prospect of a reversal.</li>\n <li>Hopes that Tesla's Solar Roof could reinvigorate deployment rates have faded amid multi-year delays and persistent installation bottlenecks.</li>\n <li>As Tesla's solar business fades, it may threaten the company's broader growth narrative, as well as its vaunted share price.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b04b99e933e100452f6e47f2c34a1460\" tg-width=\"768\" tg-height=\"512\" width=\"100%\" height=\"auto\"><span>RoschetzkyIstockPhoto/iStock Editorial via Getty Images</span></p>\n<p>As any of my longtime readers can undoubtedly attest, I have been tracking Tesla Inc. (NASDAQ:TSLA) for a while. I have covered numerous subjects related to the electric vehicle (“EV”) company over the years, but I have returned often to one in particular: Tesla’s solar energy business.</p>\n<p>It has been a while since I lasttook a look under the hoodof Tesla’s solar division. With the first two quarters of 2021 in the rearview mirror, it feels like now is a good time to revisit the long-struggling business unit.</p>\n<p>Much has changed for Tesla Solar in 2021, little of it for the good. Let’s discuss why this is the case.</p>\n<p>Solar Deployments In H1 2021: Still In A Long-Term Downtrend</p>\n<p>As I have&nbsp;discussed at length&nbsp;on&nbsp;numerous occasions&nbsp;over the years, Tesla Solar has been in material multi-year decline from a deployments perspective. Thus, when Tesla reported Q1 2021 earnings, I naturally looked to the solar deployment numbers to see if the negative pattern had continued. As it turned out, Tesla had managed to achieve a major sequential jump in deployments, a fact the company was quick tocrow about in its Q1 investor letter:</p>\n<blockquote>\n “Solar Retrofit and Solar Roof Solar deployments reached 92 MW in Q1, our strongest quarter in 2.5 years. Solar Roof deployments grew 9x compared to the same period last year.”\n</blockquote>\n<p>Tesla reported solar deployments to the tune of 92 megawatts (“MW”) in Q1, the most it had managed in years. Under the circumstances, Tesla can hardly be blamed for having wanted to highlight such a marked improvement in chart form:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7270ea980168a8e2976a38fd80b6b5c7\" tg-width=\"640\" tg-height=\"335\" width=\"100%\" height=\"auto\"><span>Source: Tesla Inc.</span></p>\n<p>The chart above, which was included in the Q1 investor letter, certainly looks like it could be a sign of a turnaround in the making. However, its relatively limited timescale also limits its usefulness to investors and analysts interested in understanding the long-term performance and trajectory of Tesla's solar business. Charting the full history of Tesla's quarterly solar deployments through Q1 2021 offers a rather different perspective:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dab180dd817e9d4db21ed6ff4014e0d7\" tg-width=\"640\" tg-height=\"273\" width=\"100%\" height=\"auto\"><span>Source: Author; Tesla Inc.</span></p>\n<p>I hardly have to remind investors that one quarter of growth does not a pattern make. If Tesla could sustain that growth into Q2, then one might be able to talk legitimately about a turnaround. As it turned out, Tesladeployed just 85 MW in Q2, a more than7.5% sequential drop:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43e076db4124ae5b339c1c78e6f33502\" tg-width=\"640\" tg-height=\"463\" width=\"100%\" height=\"auto\"><span>Source: TeslaCharts; Tesla Inc.</span></p>\n<p>Tesla's solar deployments were not just lower in Q2 than in Q1, however. At 85MW, Tesla actually managed one 1MW less than it did in Q4 2020, despite seasonal impacts traditionally weakening year-end solar deployment rates. That would seem to put paid to any notion that Tesla's solar operations have been making a significant or sustainable turnaround.</p>\n<p>Deployments may have climbed significantly from their nadir in the first half of last year, but they remain a pale shadow of what Tesla was managing five years ago. They are also radically lower than what Tesla itself hadprojected in 2016when it was in the process of acquiring SolarCity:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0a31640e43eea612f1ca8aba8bea3ae\" tg-width=\"498\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Source: @C_S_Skeptic; GLJ Research; Tesla Inc.</span></p>\n<p>In 2016, Tesla was predicting solar deployments in excess of 500MW per quarter starting in 2017. We are now mid-way through 2021 and quarterly solar deployment levels stand at less than 20% of that figure.</p>\n<p>Product Progress: Solar Roof Still Not Ready For Prime Time</p>\n<p>Unveiled with great fanfare in October 2016,the Solar Roof was touted from the start as the future of solar energy technology. At the time, CEO Elon Musk was insistent that the Solar Roof was not merely a concept in development, but was actually a fully functional technology ready to enter full-scale production. Musk told his rapt audience that the acquisition of SolarCity would facilitate the rapid rollout of the Solar Roof, providing one of the first public justifications for the merger between Tesla and the virtually insolvent solar installer that had been founded by two of Musk's cousins, and of which Musk was then chairman of the board of directors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0e6430233a156f81e842006c4eac751\" tg-width=\"640\" tg-height=\"302\" width=\"100%\" height=\"auto\"><span>Source: Tesla Inc.</span></p>\n<p>The Solar Roof unveiling event may have helped smooth the way for the SolarCity tie-up, but it did so at the price of full transparency about the technology's readiness. Musk's claim about the Solar Roof's immediate viability was proven false in short order, as it quickly became apparent that the Solar Roof was still very much a concept in development, and with little near-term prospect of commercialization. Even then, few could have guessed how long that design and development process would take.</p>\n<p>A review of the progress to date on the long-promised but oft-delayed Solar Roof reveals a business reality far different from what has long been promised by Tesla’s solar cheerleaders. In the years since it was unveiled, the Solar Roof has gone through multipleredesigns and rebrands, even as Musk has repeatedly assured investors and the public that full-scale commercial production was imminent. In March 2019, he declared that 2019 would be \"the Year of the Solar Roof.\" In July of the same year, Musk tweeted that Solar Roof production wasaccelerating toward 1,000 units roofs per week:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bbff17a88092785ef1227e94c6e8f19\" tg-width=\"640\" tg-height=\"251\" width=\"100%\" height=\"auto\"><span>Source: Elon Musk; Twitter</span></p>\n<p>This claim raised plenty of eyebrows in the investment community. Their skepticism proved well deserved as it soon became apparent that the actual Solar Roof production and installation rates were far lower. Even Electrek, a website well known for its consistently bullish Tesla commentary, felt compelled to call Musk out on his claim. According to Electrek, Musk's tweet was \"a bit of an exaggeration\" and that the actual production rate at the time was closer to 500 Solar Roofs per week. However, even that reduced projection appears to overstate the level of steady-state production and installation by a significant margin.</p>\n<p>The Solar Roof has seen its fortunes improve little in 2021 thus far. According to renewable energy industry journalist Eric Wesoff, Tesla had&nbsp;yet to install 1,000 Solar Roofs total&nbsp;as recently as this April. This pessimistic view was further reinforced last month when the Wall Street Journal&nbsp;reported&nbsp;that the Securities and Exchange Commission had already confronted Tesla over Musk's dubious prior Solar Roof claims:</p>\n<blockquote>\n “In correspondence sent to Tesla in 2019 and 2020, the SEC said tweets Mr. Musk wrote about Tesla’s solar roof production volumes and its stock price hadn’t undergone the required preapproval by Tesla’s lawyers. The communications, which haven’t been previously reported, spotlight the running tension between the nation’s top corporate regulator and Mr. Musk, who publicly mocked the SEC even after settling fraud claims with the agency. The SEC told Tesla in May 2020 that the company had failed ‘to enforce these procedures and controls despite repeated violations by Mr. Musk.’ The letter, signed by Steven Buchholz, a senior SEC official in its San Francisco office, added: ‘Tesla has abdicated the duties required of it by the court’s order.’\"\n</blockquote>\n<p>Whether installation speed has picked up meaningfully over the past few months is unclear thanks in no small part to Tesla's inconsistency with regard to reporting on the subject. Thus, while Tesla's Q1 investor letter boasted that Solar Roof installations \"grew 9x compared to the same period last year,\" it neglected to provide an exact number of MW deployed. The Q2 update offered still less clarity, failing to mention even the growth rate other than to say that deployments \"grew substantially\" on a sequential and year-over-year basis.</p>\n<p><b>Investor's Eye View</b></p>\n<p>Whatever way you slice it, Tesla’s seemingly endless struggle to launch a viable solar roof product at scale is problematic for a company that is valued based on a highly optimistic growth narrative. Tesla's market capitalization, which currently stands in excess of $670 billion, is nearly five times greater than that of Volkswagen AG (OTCPK:VWAGY), the world's largest automaker. That is in spite of the fact that Tesla currently has barely 5% of Volkswagen's annual automotive production capacity. In other words, Tesla is currently priced as if it will not only surpass the likes of Volkswagen in terms of production and sales volume, but will radically exceed them.</p>\n<p>While irrational exuberance about an EV-dominated future can explain some of Tesla's eye-watering share price, it is not the only factor. Tesla's valuation is also the result of the company's efforts to position itself as \"more than a car company.\" Solar has always been a core component of this narrative, yet it has failed to live up to the hype. Deployments remain far below the highs set half a decade ago, even as&nbsp;customer satisfaction&nbsp;has continued to fall.</p>\n<p>Moreover, the fundamental economics of Tesla's solar operations have always been shaky at best. Indeed, even as Tesla's automotive operations have inched toward breakeven, the&nbsp;margins for its solar business remain painfully negative. That is hardly a glowing endorsement of a business unit that is supposed to add to Tesla's value proposition, not detract from it.</p>\n<p>In sum, Tesla's valuation is the product of high expectations and belief in the company's ability to expand its offerings far beyond the conventional automotive realm. Based on the performance of its solar energy business to date, it would seem prudent to revise some of those expectations downward.</p>","source":"seekingalpha","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>Inside The Deterioration Of Tesla's Solar Business</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\">\nInside The Deterioration Of Tesla's Solar Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-24 11:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4451383-inside-the-deterioration-of-teslas-solar-business><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTesla's $670 billion market cap is based in part on the belief that it is \"more than a car company\"; Tesla's solar energy business has fed this narrative.\nWhile treated like a value-add by ...</p>\n\n<a href=\"https://seekingalpha.com/article/4451383-inside-the-deterioration-of-teslas-solar-business\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4451383-inside-the-deterioration-of-teslas-solar-business","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187997976","content_text":"Summary\n\nTesla's $670 billion market cap is based in part on the belief that it is \"more than a car company\"; Tesla's solar energy business has fed this narrative.\nWhile treated like a value-add by Tesla's boosters, its solar unit has in practice been a costly millstone; margins remain deeply negative.\nTesla's solar deployments have fallen far from highs set years ago, with little prospect of a reversal.\nHopes that Tesla's Solar Roof could reinvigorate deployment rates have faded amid multi-year delays and persistent installation bottlenecks.\nAs Tesla's solar business fades, it may threaten the company's broader growth narrative, as well as its vaunted share price.\n\nRoschetzkyIstockPhoto/iStock Editorial via Getty Images\nAs any of my longtime readers can undoubtedly attest, I have been tracking Tesla Inc. (NASDAQ:TSLA) for a while. I have covered numerous subjects related to the electric vehicle (“EV”) company over the years, but I have returned often to one in particular: Tesla’s solar energy business.\nIt has been a while since I lasttook a look under the hoodof Tesla’s solar division. With the first two quarters of 2021 in the rearview mirror, it feels like now is a good time to revisit the long-struggling business unit.\nMuch has changed for Tesla Solar in 2021, little of it for the good. Let’s discuss why this is the case.\nSolar Deployments In H1 2021: Still In A Long-Term Downtrend\nAs I have discussed at length on numerous occasions over the years, Tesla Solar has been in material multi-year decline from a deployments perspective. Thus, when Tesla reported Q1 2021 earnings, I naturally looked to the solar deployment numbers to see if the negative pattern had continued. As it turned out, Tesla had managed to achieve a major sequential jump in deployments, a fact the company was quick tocrow about in its Q1 investor letter:\n\n “Solar Retrofit and Solar Roof Solar deployments reached 92 MW in Q1, our strongest quarter in 2.5 years. Solar Roof deployments grew 9x compared to the same period last year.”\n\nTesla reported solar deployments to the tune of 92 megawatts (“MW”) in Q1, the most it had managed in years. Under the circumstances, Tesla can hardly be blamed for having wanted to highlight such a marked improvement in chart form:\nSource: Tesla Inc.\nThe chart above, which was included in the Q1 investor letter, certainly looks like it could be a sign of a turnaround in the making. However, its relatively limited timescale also limits its usefulness to investors and analysts interested in understanding the long-term performance and trajectory of Tesla's solar business. Charting the full history of Tesla's quarterly solar deployments through Q1 2021 offers a rather different perspective:\nSource: Author; Tesla Inc.\nI hardly have to remind investors that one quarter of growth does not a pattern make. If Tesla could sustain that growth into Q2, then one might be able to talk legitimately about a turnaround. As it turned out, Tesladeployed just 85 MW in Q2, a more than7.5% sequential drop:\nSource: TeslaCharts; Tesla Inc.\nTesla's solar deployments were not just lower in Q2 than in Q1, however. At 85MW, Tesla actually managed one 1MW less than it did in Q4 2020, despite seasonal impacts traditionally weakening year-end solar deployment rates. That would seem to put paid to any notion that Tesla's solar operations have been making a significant or sustainable turnaround.\nDeployments may have climbed significantly from their nadir in the first half of last year, but they remain a pale shadow of what Tesla was managing five years ago. They are also radically lower than what Tesla itself hadprojected in 2016when it was in the process of acquiring SolarCity:\nSource: @C_S_Skeptic; GLJ Research; Tesla Inc.\nIn 2016, Tesla was predicting solar deployments in excess of 500MW per quarter starting in 2017. We are now mid-way through 2021 and quarterly solar deployment levels stand at less than 20% of that figure.\nProduct Progress: Solar Roof Still Not Ready For Prime Time\nUnveiled with great fanfare in October 2016,the Solar Roof was touted from the start as the future of solar energy technology. At the time, CEO Elon Musk was insistent that the Solar Roof was not merely a concept in development, but was actually a fully functional technology ready to enter full-scale production. Musk told his rapt audience that the acquisition of SolarCity would facilitate the rapid rollout of the Solar Roof, providing one of the first public justifications for the merger between Tesla and the virtually insolvent solar installer that had been founded by two of Musk's cousins, and of which Musk was then chairman of the board of directors.\nSource: Tesla Inc.\nThe Solar Roof unveiling event may have helped smooth the way for the SolarCity tie-up, but it did so at the price of full transparency about the technology's readiness. Musk's claim about the Solar Roof's immediate viability was proven false in short order, as it quickly became apparent that the Solar Roof was still very much a concept in development, and with little near-term prospect of commercialization. Even then, few could have guessed how long that design and development process would take.\nA review of the progress to date on the long-promised but oft-delayed Solar Roof reveals a business reality far different from what has long been promised by Tesla’s solar cheerleaders. In the years since it was unveiled, the Solar Roof has gone through multipleredesigns and rebrands, even as Musk has repeatedly assured investors and the public that full-scale commercial production was imminent. In March 2019, he declared that 2019 would be \"the Year of the Solar Roof.\" In July of the same year, Musk tweeted that Solar Roof production wasaccelerating toward 1,000 units roofs per week:\nSource: Elon Musk; Twitter\nThis claim raised plenty of eyebrows in the investment community. Their skepticism proved well deserved as it soon became apparent that the actual Solar Roof production and installation rates were far lower. Even Electrek, a website well known for its consistently bullish Tesla commentary, felt compelled to call Musk out on his claim. According to Electrek, Musk's tweet was \"a bit of an exaggeration\" and that the actual production rate at the time was closer to 500 Solar Roofs per week. However, even that reduced projection appears to overstate the level of steady-state production and installation by a significant margin.\nThe Solar Roof has seen its fortunes improve little in 2021 thus far. According to renewable energy industry journalist Eric Wesoff, Tesla had yet to install 1,000 Solar Roofs total as recently as this April. This pessimistic view was further reinforced last month when the Wall Street Journal reported that the Securities and Exchange Commission had already confronted Tesla over Musk's dubious prior Solar Roof claims:\n\n “In correspondence sent to Tesla in 2019 and 2020, the SEC said tweets Mr. Musk wrote about Tesla’s solar roof production volumes and its stock price hadn’t undergone the required preapproval by Tesla’s lawyers. The communications, which haven’t been previously reported, spotlight the running tension between the nation’s top corporate regulator and Mr. Musk, who publicly mocked the SEC even after settling fraud claims with the agency. The SEC told Tesla in May 2020 that the company had failed ‘to enforce these procedures and controls despite repeated violations by Mr. Musk.’ The letter, signed by Steven Buchholz, a senior SEC official in its San Francisco office, added: ‘Tesla has abdicated the duties required of it by the court’s order.’\"\n\nWhether installation speed has picked up meaningfully over the past few months is unclear thanks in no small part to Tesla's inconsistency with regard to reporting on the subject. Thus, while Tesla's Q1 investor letter boasted that Solar Roof installations \"grew 9x compared to the same period last year,\" it neglected to provide an exact number of MW deployed. The Q2 update offered still less clarity, failing to mention even the growth rate other than to say that deployments \"grew substantially\" on a sequential and year-over-year basis.\nInvestor's Eye View\nWhatever way you slice it, Tesla’s seemingly endless struggle to launch a viable solar roof product at scale is problematic for a company that is valued based on a highly optimistic growth narrative. Tesla's market capitalization, which currently stands in excess of $670 billion, is nearly five times greater than that of Volkswagen AG (OTCPK:VWAGY), the world's largest automaker. That is in spite of the fact that Tesla currently has barely 5% of Volkswagen's annual automotive production capacity. In other words, Tesla is currently priced as if it will not only surpass the likes of Volkswagen in terms of production and sales volume, but will radically exceed them.\nWhile irrational exuberance about an EV-dominated future can explain some of Tesla's eye-watering share price, it is not the only factor. Tesla's valuation is also the result of the company's efforts to position itself as \"more than a car company.\" Solar has always been a core component of this narrative, yet it has failed to live up to the hype. Deployments remain far below the highs set half a decade ago, even as customer satisfaction has continued to fall.\nMoreover, the fundamental economics of Tesla's solar operations have always been shaky at best. Indeed, even as Tesla's automotive operations have inched toward breakeven, the margins for its solar business remain painfully negative. That is hardly a glowing endorsement of a business unit that is supposed to add to Tesla's value proposition, not detract from it.\nIn sum, Tesla's valuation is the product of high expectations and belief in the company's ability to expand its offerings far beyond the conventional automotive realm. Based on the performance of its solar energy business to date, it would seem prudent to revise some of those expectations downward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838975898,"gmtCreate":1629370476214,"gmtModify":1633685365834,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Getting better all the time.","listText":"Getting better all the time.","text":"Getting better all the time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838975898","repostId":"1193835893","repostType":4,"repost":{"id":"1193835893","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629367514,"share":"https://www.laohu8.com/m/news/1193835893?lang=&edition=full","pubTime":"2021-08-19 18:05","market":"us","language":"en","title":"NVIDIA Earnings: Here's What You Need To Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1193835893","media":"Tiger Newspress","summary":"NVIDIA reported record revenue for the second quarter ended August 1, 2021, of $6.51 billion, up 68 ","content":"<p>NVIDIA&nbsp;reported record revenue for the second quarter ended August 1, 2021, of $6.51 billion, up 68 percent from a year earlier and up 15 percent from the previous quarter, with record revenue from the company’s Gaming, Data Center and Professional Visualization platforms.</p>\n<p>GAAP earnings per diluted share for the quarter were $0.94, up 276 percent from a year ago and up 24 percent from the previous quarter. Non-GAAP earnings per diluted share were $1.04, up 89 percent from a year ago and up 14 percent from the previous quarter.</p>\n<p>NVIDIA paid quarterly cash dividends of $100 million in the second quarter. It will pay its next quarterly cash dividend of $0.04 per share on September 23, 2021, to all shareholders of record on September 1, 2021.</p>\n<p>On July 19, 2021, the company completed a four-for-one split of its common stock in the form of a stock dividend to shareholders of record as of June 21, 2021. All share and per share amounts presented have been retroactively adjusted to reflect the stock split.</p>\n<p>“Nvidia’s pioneering work in accelerated computing continues to advance graphics, scientific computing, and AI,” said&nbsp;Nvidia CEO Jensen Huang&nbsp;in a statement. “Enabled by the Nvidia platform, developers are creating the most impactful technologies of our time — from natural language understanding and recommender systems,&nbsp;to autonomous vehicles and logistic centers, to digital biology and climate science, to metaverse worlds that obey the laws of physics.”</p>\n<p>He called out new technologies such as Nvidia Base Command and Fleet Command for deploying AI at scale, as well as the Omniverse, the simulation platform for engineers that could enable physically realistic virtual worlds and the eventual “metaverse,” Huang said.</p>\n<p>More than 500 companies and 50,000 individual creators are evaluating the Omniverse Enterprise platform now.</p>\n<p>Huang&nbsp;will receive the chip industry’s highest honor, the Robert N. Noyce Award, at the Semiconductor Industry Association (SIA) annual awards dinner on November 18. The award is named after Intel co-founder Robert Noyce, who is credited with numerous pioneering achievements at the dawn of the chip industry.</p>\n<p>Nvidia has seen a boom in both gaming and data&nbsp;center revenues as users go online during the pandemic. Gamers have been snatching up graphics cards to play PC games, but a shortage of semiconductors has hurt companies like Nvidia, and cryptocurrency miners are also buying up the graphics cards.</p>\n<p>Last year, Nvidia completed its&nbsp;$7 billion acquisition of Mellanox, which makes key technologies for connecting chips in data&nbsp;centers. Mellanox revenue is included in the CPU and networking segment. But Nvidia is still waiting on regulatory approval for its&nbsp;$40 billion acquisition of Arm.</p>\n<p>Nvidia CFO Collette Kress said,&nbsp;\"Although some Arm licensees have expressed concerns or objected to the transaction, and discussions with regulators are taking longer than initially thought, we are confident in the deal and that regulators should recognize the benefits of the acquisition to Arm, its licensees, and the industry.\"</p>\n<p><b>Datacenter</b></p>\n<p>Datacenter revenues hit $2.37 billion, up 35% from a year earlier. Nvidia launched a variety of products in the quarter, and it said it is in 342 of the latestTop500 supercomputers&nbsp;in the world. Nvidia said it foresees the growth rate accelerating for datacenter revenues. In an analyst call, Huang said that AI model parameters are doubling every two months, and that is driving a lot of growth for supercomputers and other AI hardware.</p>\n<p>Nvidia noted its Inception acceleration program for AI startups has more than 8,500 members, and those companies have raised more than $60 billion across 90 countries. Its CUDA tech has now been downloaded 27 million times over 15 years.</p>\n<p>“Almost every company in the world has to be a high-performance computing company now,” Huang said. “You see that cloud service providers one after another are building effectively supercomputers.”</p>\n<p><b>Gaming</b></p>\n<p>As noted, gaming revenue was $3.06 billion, up 85% from a year earlier and up 11% from the previous quarter. Nvidia launched its GeForce RTX 3080 Ti and 3070 Ti graphics cards in the quarter, giving gaming PCs a 50% boost in graphics performance over the prior generation. And Nvidia RTX (for better shadows and lighting) is now in 130 games and applications.</p>\n<p>GeForce Now, Nvidia’s cloud gaming platform, now has more than 1,000 PC games. Kress said Nvidia is supply constrained for the gaming business in desktop and laptop products.</p>\n<p>Nvidia in recent quarters has created low hash-rate cards aimed at cryptocurrency miners so that they don’t buy up all of the gaming graphics cards. Going forward, Nvidia expects minimal contribution to revenues from crypto mining cards.</p>\n<p>Nvidia’s cryptocurrency chip product, CMP, had lower sales, at $266 million, than the $400 million the company predicted in May.</p>\n<p>“In an effort to address the needs of minders and direct GeForce to gamers, we increased the supply of cryptocurrency mining processors, or CMP, and introduced low-hash rate GeForce GPUs with limited Ethereum mining capability,” she said. “Over 80% of our Ampere architecture-based GeForce shipments in the quarter were low hash-rate GPUs.”</p>\n<p>But she said the combination of crypto and gaming revenue is hard to quantify.</p>\n<p><b>Professional visualization</b></p>\n<p>Professional visualization generated revenues of $519 million, up 156% from a year earlier and up 40% from the previous quarter. A lot of that demand was driven by the need to outfit design offices at home as remote work becomes the norm.</p>\n<p><b>Automotive</b></p>\n<p>Second-quarter automotive revenue was $152 million, up 37% from a year earlier and down 1% from the previous quarter. Nvidia announced during the quarter that the AutoX Gen5 robot taxi platform is using Nvidia Drive technology.</p>\n<p><b>Outlook</b></p>\n<p>For the third quarter ending October 31, analysts expect earnings to be $1.04 a share on revenue of $6.53 billion. Nvidia said it expects revenue to come in at $6.80 billion, driven by accelerating growth in data&nbsp;center revenues. The company expects gaming demand to exceed supply, though gaming is expected to grow. For the full fiscal year, analysts expect Nvidia to report earnings of $3.95 a share on revenue of $24.9 billion.</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>NVIDIA Earnings: Here's What You Need To Know</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\">\nNVIDIA Earnings: Here's What You Need To Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-19 18:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NVIDIA&nbsp;reported record revenue for the second quarter ended August 1, 2021, of $6.51 billion, up 68 percent from a year earlier and up 15 percent from the previous quarter, with record revenue from the company’s Gaming, Data Center and Professional Visualization platforms.</p>\n<p>GAAP earnings per diluted share for the quarter were $0.94, up 276 percent from a year ago and up 24 percent from the previous quarter. Non-GAAP earnings per diluted share were $1.04, up 89 percent from a year ago and up 14 percent from the previous quarter.</p>\n<p>NVIDIA paid quarterly cash dividends of $100 million in the second quarter. It will pay its next quarterly cash dividend of $0.04 per share on September 23, 2021, to all shareholders of record on September 1, 2021.</p>\n<p>On July 19, 2021, the company completed a four-for-one split of its common stock in the form of a stock dividend to shareholders of record as of June 21, 2021. All share and per share amounts presented have been retroactively adjusted to reflect the stock split.</p>\n<p>“Nvidia’s pioneering work in accelerated computing continues to advance graphics, scientific computing, and AI,” said&nbsp;Nvidia CEO Jensen Huang&nbsp;in a statement. “Enabled by the Nvidia platform, developers are creating the most impactful technologies of our time — from natural language understanding and recommender systems,&nbsp;to autonomous vehicles and logistic centers, to digital biology and climate science, to metaverse worlds that obey the laws of physics.”</p>\n<p>He called out new technologies such as Nvidia Base Command and Fleet Command for deploying AI at scale, as well as the Omniverse, the simulation platform for engineers that could enable physically realistic virtual worlds and the eventual “metaverse,” Huang said.</p>\n<p>More than 500 companies and 50,000 individual creators are evaluating the Omniverse Enterprise platform now.</p>\n<p>Huang&nbsp;will receive the chip industry’s highest honor, the Robert N. Noyce Award, at the Semiconductor Industry Association (SIA) annual awards dinner on November 18. The award is named after Intel co-founder Robert Noyce, who is credited with numerous pioneering achievements at the dawn of the chip industry.</p>\n<p>Nvidia has seen a boom in both gaming and data&nbsp;center revenues as users go online during the pandemic. Gamers have been snatching up graphics cards to play PC games, but a shortage of semiconductors has hurt companies like Nvidia, and cryptocurrency miners are also buying up the graphics cards.</p>\n<p>Last year, Nvidia completed its&nbsp;$7 billion acquisition of Mellanox, which makes key technologies for connecting chips in data&nbsp;centers. Mellanox revenue is included in the CPU and networking segment. But Nvidia is still waiting on regulatory approval for its&nbsp;$40 billion acquisition of Arm.</p>\n<p>Nvidia CFO Collette Kress said,&nbsp;\"Although some Arm licensees have expressed concerns or objected to the transaction, and discussions with regulators are taking longer than initially thought, we are confident in the deal and that regulators should recognize the benefits of the acquisition to Arm, its licensees, and the industry.\"</p>\n<p><b>Datacenter</b></p>\n<p>Datacenter revenues hit $2.37 billion, up 35% from a year earlier. Nvidia launched a variety of products in the quarter, and it said it is in 342 of the latestTop500 supercomputers&nbsp;in the world. Nvidia said it foresees the growth rate accelerating for datacenter revenues. In an analyst call, Huang said that AI model parameters are doubling every two months, and that is driving a lot of growth for supercomputers and other AI hardware.</p>\n<p>Nvidia noted its Inception acceleration program for AI startups has more than 8,500 members, and those companies have raised more than $60 billion across 90 countries. Its CUDA tech has now been downloaded 27 million times over 15 years.</p>\n<p>“Almost every company in the world has to be a high-performance computing company now,” Huang said. “You see that cloud service providers one after another are building effectively supercomputers.”</p>\n<p><b>Gaming</b></p>\n<p>As noted, gaming revenue was $3.06 billion, up 85% from a year earlier and up 11% from the previous quarter. Nvidia launched its GeForce RTX 3080 Ti and 3070 Ti graphics cards in the quarter, giving gaming PCs a 50% boost in graphics performance over the prior generation. And Nvidia RTX (for better shadows and lighting) is now in 130 games and applications.</p>\n<p>GeForce Now, Nvidia’s cloud gaming platform, now has more than 1,000 PC games. Kress said Nvidia is supply constrained for the gaming business in desktop and laptop products.</p>\n<p>Nvidia in recent quarters has created low hash-rate cards aimed at cryptocurrency miners so that they don’t buy up all of the gaming graphics cards. Going forward, Nvidia expects minimal contribution to revenues from crypto mining cards.</p>\n<p>Nvidia’s cryptocurrency chip product, CMP, had lower sales, at $266 million, than the $400 million the company predicted in May.</p>\n<p>“In an effort to address the needs of minders and direct GeForce to gamers, we increased the supply of cryptocurrency mining processors, or CMP, and introduced low-hash rate GeForce GPUs with limited Ethereum mining capability,” she said. “Over 80% of our Ampere architecture-based GeForce shipments in the quarter were low hash-rate GPUs.”</p>\n<p>But she said the combination of crypto and gaming revenue is hard to quantify.</p>\n<p><b>Professional visualization</b></p>\n<p>Professional visualization generated revenues of $519 million, up 156% from a year earlier and up 40% from the previous quarter. A lot of that demand was driven by the need to outfit design offices at home as remote work becomes the norm.</p>\n<p><b>Automotive</b></p>\n<p>Second-quarter automotive revenue was $152 million, up 37% from a year earlier and down 1% from the previous quarter. Nvidia announced during the quarter that the AutoX Gen5 robot taxi platform is using Nvidia Drive technology.</p>\n<p><b>Outlook</b></p>\n<p>For the third quarter ending October 31, analysts expect earnings to be $1.04 a share on revenue of $6.53 billion. Nvidia said it expects revenue to come in at $6.80 billion, driven by accelerating growth in data&nbsp;center revenues. The company expects gaming demand to exceed supply, though gaming is expected to grow. For the full fiscal year, analysts expect Nvidia to report earnings of $3.95 a share on revenue of $24.9 billion.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193835893","content_text":"NVIDIA reported record revenue for the second quarter ended August 1, 2021, of $6.51 billion, up 68 percent from a year earlier and up 15 percent from the previous quarter, with record revenue from the company’s Gaming, Data Center and Professional Visualization platforms.\nGAAP earnings per diluted share for the quarter were $0.94, up 276 percent from a year ago and up 24 percent from the previous quarter. Non-GAAP earnings per diluted share were $1.04, up 89 percent from a year ago and up 14 percent from the previous quarter.\nNVIDIA paid quarterly cash dividends of $100 million in the second quarter. It will pay its next quarterly cash dividend of $0.04 per share on September 23, 2021, to all shareholders of record on September 1, 2021.\nOn July 19, 2021, the company completed a four-for-one split of its common stock in the form of a stock dividend to shareholders of record as of June 21, 2021. All share and per share amounts presented have been retroactively adjusted to reflect the stock split.\n“Nvidia’s pioneering work in accelerated computing continues to advance graphics, scientific computing, and AI,” said Nvidia CEO Jensen Huang in a statement. “Enabled by the Nvidia platform, developers are creating the most impactful technologies of our time — from natural language understanding and recommender systems, to autonomous vehicles and logistic centers, to digital biology and climate science, to metaverse worlds that obey the laws of physics.”\nHe called out new technologies such as Nvidia Base Command and Fleet Command for deploying AI at scale, as well as the Omniverse, the simulation platform for engineers that could enable physically realistic virtual worlds and the eventual “metaverse,” Huang said.\nMore than 500 companies and 50,000 individual creators are evaluating the Omniverse Enterprise platform now.\nHuang will receive the chip industry’s highest honor, the Robert N. Noyce Award, at the Semiconductor Industry Association (SIA) annual awards dinner on November 18. The award is named after Intel co-founder Robert Noyce, who is credited with numerous pioneering achievements at the dawn of the chip industry.\nNvidia has seen a boom in both gaming and data center revenues as users go online during the pandemic. Gamers have been snatching up graphics cards to play PC games, but a shortage of semiconductors has hurt companies like Nvidia, and cryptocurrency miners are also buying up the graphics cards.\nLast year, Nvidia completed its $7 billion acquisition of Mellanox, which makes key technologies for connecting chips in data centers. Mellanox revenue is included in the CPU and networking segment. But Nvidia is still waiting on regulatory approval for its $40 billion acquisition of Arm.\nNvidia CFO Collette Kress said, \"Although some Arm licensees have expressed concerns or objected to the transaction, and discussions with regulators are taking longer than initially thought, we are confident in the deal and that regulators should recognize the benefits of the acquisition to Arm, its licensees, and the industry.\"\nDatacenter\nDatacenter revenues hit $2.37 billion, up 35% from a year earlier. Nvidia launched a variety of products in the quarter, and it said it is in 342 of the latestTop500 supercomputers in the world. Nvidia said it foresees the growth rate accelerating for datacenter revenues. In an analyst call, Huang said that AI model parameters are doubling every two months, and that is driving a lot of growth for supercomputers and other AI hardware.\nNvidia noted its Inception acceleration program for AI startups has more than 8,500 members, and those companies have raised more than $60 billion across 90 countries. Its CUDA tech has now been downloaded 27 million times over 15 years.\n“Almost every company in the world has to be a high-performance computing company now,” Huang said. “You see that cloud service providers one after another are building effectively supercomputers.”\nGaming\nAs noted, gaming revenue was $3.06 billion, up 85% from a year earlier and up 11% from the previous quarter. Nvidia launched its GeForce RTX 3080 Ti and 3070 Ti graphics cards in the quarter, giving gaming PCs a 50% boost in graphics performance over the prior generation. And Nvidia RTX (for better shadows and lighting) is now in 130 games and applications.\nGeForce Now, Nvidia’s cloud gaming platform, now has more than 1,000 PC games. Kress said Nvidia is supply constrained for the gaming business in desktop and laptop products.\nNvidia in recent quarters has created low hash-rate cards aimed at cryptocurrency miners so that they don’t buy up all of the gaming graphics cards. Going forward, Nvidia expects minimal contribution to revenues from crypto mining cards.\nNvidia’s cryptocurrency chip product, CMP, had lower sales, at $266 million, than the $400 million the company predicted in May.\n“In an effort to address the needs of minders and direct GeForce to gamers, we increased the supply of cryptocurrency mining processors, or CMP, and introduced low-hash rate GeForce GPUs with limited Ethereum mining capability,” she said. “Over 80% of our Ampere architecture-based GeForce shipments in the quarter were low hash-rate GPUs.”\nBut she said the combination of crypto and gaming revenue is hard to quantify.\nProfessional visualization\nProfessional visualization generated revenues of $519 million, up 156% from a year earlier and up 40% from the previous quarter. A lot of that demand was driven by the need to outfit design offices at home as remote work becomes the norm.\nAutomotive\nSecond-quarter automotive revenue was $152 million, up 37% from a year earlier and down 1% from the previous quarter. Nvidia announced during the quarter that the AutoX Gen5 robot taxi platform is using Nvidia Drive technology.\nOutlook\nFor the third quarter ending October 31, analysts expect earnings to be $1.04 a share on revenue of $6.53 billion. Nvidia said it expects revenue to come in at $6.80 billion, driven by accelerating growth in data center revenues. The company expects gaming demand to exceed supply, though gaming is expected to grow. For the full fiscal year, analysts expect Nvidia to report earnings of $3.95 a share on revenue of $24.9 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838909428,"gmtCreate":1629362127764,"gmtModify":1631884667930,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"China regulators power&nbsp;","listText":"China regulators power&nbsp;","text":"China regulators power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838909428","repostId":"1139347294","repostType":4,"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831617898,"gmtCreate":1629320000914,"gmtModify":1633685787715,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831617898","repostId":"2160758748","repostType":2,"repost":{"id":"2160758748","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629318075,"share":"https://www.laohu8.com/m/news/2160758748?lang=&edition=full","pubTime":"2021-08-19 04:21","market":"hk","language":"en","title":"NVIDIA Q2 Adj. EPS $1.04 Beats $1.02 Estimate, Sales $6.51B Beat $6.33B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2160758748","media":"Benzinga","summary":"NVIDIA (NASDAQ:NVDA) reported quarterly earnings of $1.04 per share which beat the analyst consensus estimate of $1.02 by 1.96 percent. This is a 52.29 percent decrease over earnings of $2.18 per share from the same","content":"<html><body><p>NVIDIA (NASDAQ:NVDA) reported quarterly earnings of $1.04 per share which beat the analyst consensus estimate of $1.02 by 1.96 percent. This is a 52.29 percent decrease over earnings of $2.18 per share from the same period last year.  The company reported quarterly sales of $6.51 billion which beat the analyst consensus estimate of $6.33 billion by 2.84 percent.  This is a 68.39 percent increase over sales of $3.87 billion the same period last year.</p></body></html>","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>NVIDIA Q2 Adj. EPS $1.04 Beats $1.02 Estimate, Sales $6.51B Beat $6.33B Estimate</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\">\nNVIDIA Q2 Adj. EPS $1.04 Beats $1.02 Estimate, Sales $6.51B Beat $6.33B Estimate\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\">2021-08-19 04:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>NVIDIA (NASDAQ:NVDA) reported quarterly earnings of $1.04 per share which beat the analyst consensus estimate of $1.02 by 1.96 percent. This is a 52.29 percent decrease over earnings of $2.18 per share from the same period last year.  The company reported quarterly sales of $6.51 billion which beat the analyst consensus estimate of $6.33 billion by 2.84 percent.  This is a 68.39 percent increase over sales of $3.87 billion the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QTWO":"Q2 Holdings Inc","NVDA":"英伟达"},"source_url":"https://www.benzinga.com/news/earnings/21/08/22565494/nvidia-q2-adj-eps-1-04-beats-1-02-estimate-sales-6-51b-beat-6-33b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160758748","content_text":"NVIDIA (NASDAQ:NVDA) reported quarterly earnings of $1.04 per share which beat the analyst consensus estimate of $1.02 by 1.96 percent. This is a 52.29 percent decrease over earnings of $2.18 per share from the same period last year.  The company reported quarterly sales of $6.51 billion which beat the analyst consensus estimate of $6.33 billion by 2.84 percent.  This is a 68.39 percent increase over sales of $3.87 billion the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892584246,"gmtCreate":1628672961285,"gmtModify":1633745222993,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Huh... why I sensed manipulative???","listText":"Huh... why I sensed manipulative???","text":"Huh... why I sensed manipulative???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892584246","repostId":"1172810796","repostType":4,"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891903720,"gmtCreate":1628312670960,"gmtModify":1633751716986,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Walao.. comment like that also can...Who doesn't know not all restaurant are good.","listText":"Walao.. comment like that also can...Who doesn't know not all restaurant are good.","text":"Walao.. comment like that also can...Who doesn't know not all restaurant are good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891903720","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899297869,"gmtCreate":1628192259951,"gmtModify":1631885102037,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Time to short","listText":"Time to short","text":"Time to short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899297869","repostId":"1117772028","repostType":4,"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899360422,"gmtCreate":1628160934366,"gmtModify":1633753062183,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Sure or not..&nbsp;&nbsp;[捂脸]&nbsp;","listText":"Sure or not..&nbsp;&nbsp;[捂脸]&nbsp;","text":"Sure or not.. [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899360422","repostId":"890098326","repostType":1,"repost":{"id":890098326,"gmtCreate":1628064693965,"gmtModify":1631887789378,"author":{"id":"3574633937475399","authorId":"3574633937475399","name":"Myhomie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574633937475399","authorIdStr":"3574633937475399"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Buy now while u can, it’s gonna skyrocket to + 80% in few hours time due to earnings. (Not financial advise)&nbsp;","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Buy now while u can, it’s gonna skyrocket to + 80% in few hours time due to earnings. (Not financial advise)&nbsp;","text":"$Bionano Genomics(BNGO)$Buy now while u can, it’s gonna skyrocket to + 80% in few hours time due to earnings. (Not financial advise)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890098326","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805565824,"gmtCreate":1627892576368,"gmtModify":1633755538242,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Premarket price drop after announcement.. why?","listText":"Premarket price drop after announcement.. why?","text":"Premarket price drop after announcement.. why?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805565824","repostId":"1193646270","repostType":4,"repost":{"id":"1193646270","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627891794,"share":"https://www.laohu8.com/m/news/1193646270?lang=&edition=full","pubTime":"2021-08-02 16:09","market":"us","language":"en","title":"NIO delivered 7,931 vehicles in July 2021, and rose 1% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1193646270","media":"Tiger Newspress","summary":" $NIO Inc.$ delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.","content":"<p>(August&nbsp;2)&nbsp;<a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.</p>\n<p>NIO rose about 1% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/29ee37756815b9785621385b00cfc549\" tg-width=\"629\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO delivered 7,931 vehicles in July 2021, and rose 1% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO delivered 7,931 vehicles in July 2021, and rose 1% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-02 16:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(August&nbsp;2)&nbsp;<a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.</p>\n<p>NIO rose about 1% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/29ee37756815b9785621385b00cfc549\" tg-width=\"629\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193646270","content_text":"(August 2) NIO Inc. delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.\nNIO rose about 1% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150887889,"gmtCreate":1624892980841,"gmtModify":1633947351227,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Up up to the sky","listText":"Up up to the sky","text":"Up up to the sky","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150887889","repostId":"1182036516","repostType":4,"repost":{"id":"1182036516","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624892087,"share":"https://www.laohu8.com/m/news/1182036516?lang=&edition=full","pubTime":"2021-06-28 22:54","market":"us","language":"en","title":"Nvidia shares rose more than 5% to a new high","url":"https://stock-news.laohu8.com/highlight/detail?id=1182036516","media":"Tiger Newspress","summary":"Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.\n\n","content":"<p>Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.</p>\n<p><img src=\"https://static.tigerbbs.com/05201fd147f1f824ea42bb1d0bcac789\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>Three major chip makers have reportedly stepped up to say they support&nbsp;Nvidia‘s&nbsp;proposed acquisition of the U.K.-based chip-design house Arm.</p>\n<p>Last September, Nvidia (ticker: NVDA) announced a deal to acquire Arm from&nbsp;SoftBank Group(SFTBY) for $40 billion in cash and stock in a transaction that would make SoftBank the largest investor in Nvidia. The deal has attracted considerable scrutiny from both regulators and other chip companies, given Arm’s position as a leading provider of microprocessor designs to the chip industry. Almost all smartphones use processors based on Arm designs.</p>\n<p>But the U.K.’s&nbsp;<i>Sunday Times</i>&nbsp;over the weekend&nbsp;reported&nbsp;that three important Arm customers—Broadcom(AVGO), Marvell (MRVL), and Taiwan-based&nbsp;MediaTek(2454.TW)—have endorsed the transaction. None of the companies involved could immediately be reached for comment.</p>\n<p>Citi analyst Atif Malk wrote in a research note Sunday that the report is a big step forward for the proposed deal. He thinks the U.K. likely will approve the combination, given Nvidia’s public commitment to investing more in Arm’s U.K. operations. But he still sees considerable hurdles, in particular in China.</p>\n<p>“With the U.S. continuing to be aggressive against China winning in a tech race, we see China less likely to support a deal that would see them potentially losing access to Arm,” he wrote in a research note. “If Nvidia finds a way to keep the Arm China subsidiary as a separate entity without access to any [graphics processor or artificial intelligence] IP then there is a path to get both U.S. and China regulatory approval.”</p>\n<p>Malik says he says the path to approval remains narrow. He now sees a 30% chance of approval, up from a previous estimate of 10%.</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>Nvidia shares rose more than 5% to a new high</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\">\nNvidia shares rose more than 5% to a new high\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-28 22:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.</p>\n<p><img src=\"https://static.tigerbbs.com/05201fd147f1f824ea42bb1d0bcac789\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>Three major chip makers have reportedly stepped up to say they support&nbsp;Nvidia‘s&nbsp;proposed acquisition of the U.K.-based chip-design house Arm.</p>\n<p>Last September, Nvidia (ticker: NVDA) announced a deal to acquire Arm from&nbsp;SoftBank Group(SFTBY) for $40 billion in cash and stock in a transaction that would make SoftBank the largest investor in Nvidia. The deal has attracted considerable scrutiny from both regulators and other chip companies, given Arm’s position as a leading provider of microprocessor designs to the chip industry. Almost all smartphones use processors based on Arm designs.</p>\n<p>But the U.K.’s&nbsp;<i>Sunday Times</i>&nbsp;over the weekend&nbsp;reported&nbsp;that three important Arm customers—Broadcom(AVGO), Marvell (MRVL), and Taiwan-based&nbsp;MediaTek(2454.TW)—have endorsed the transaction. None of the companies involved could immediately be reached for comment.</p>\n<p>Citi analyst Atif Malk wrote in a research note Sunday that the report is a big step forward for the proposed deal. He thinks the U.K. likely will approve the combination, given Nvidia’s public commitment to investing more in Arm’s U.K. operations. But he still sees considerable hurdles, in particular in China.</p>\n<p>“With the U.S. continuing to be aggressive against China winning in a tech race, we see China less likely to support a deal that would see them potentially losing access to Arm,” he wrote in a research note. “If Nvidia finds a way to keep the Arm China subsidiary as a separate entity without access to any [graphics processor or artificial intelligence] IP then there is a path to get both U.S. and China regulatory approval.”</p>\n<p>Malik says he says the path to approval remains narrow. He now sees a 30% chance of approval, up from a previous estimate of 10%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182036516","content_text":"Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.\n\nThree major chip makers have reportedly stepped up to say they support Nvidia‘s proposed acquisition of the U.K.-based chip-design house Arm.\nLast September, Nvidia (ticker: NVDA) announced a deal to acquire Arm from SoftBank Group(SFTBY) for $40 billion in cash and stock in a transaction that would make SoftBank the largest investor in Nvidia. The deal has attracted considerable scrutiny from both regulators and other chip companies, given Arm’s position as a leading provider of microprocessor designs to the chip industry. Almost all smartphones use processors based on Arm designs.\nBut the U.K.’s Sunday Times over the weekend reported that three important Arm customers—Broadcom(AVGO), Marvell (MRVL), and Taiwan-based MediaTek(2454.TW)—have endorsed the transaction. None of the companies involved could immediately be reached for comment.\nCiti analyst Atif Malk wrote in a research note Sunday that the report is a big step forward for the proposed deal. He thinks the U.K. likely will approve the combination, given Nvidia’s public commitment to investing more in Arm’s U.K. operations. But he still sees considerable hurdles, in particular in China.\n“With the U.S. continuing to be aggressive against China winning in a tech race, we see China less likely to support a deal that would see them potentially losing access to Arm,” he wrote in a research note. “If Nvidia finds a way to keep the Arm China subsidiary as a separate entity without access to any [graphics processor or artificial intelligence] IP then there is a path to get both U.S. and China regulatory approval.”\nMalik says he says the path to approval remains narrow. He now sees a 30% chance of approval, up from a previous estimate of 10%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":883029942,"gmtCreate":1631190984486,"gmtModify":1631887209564,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Get approval from your real big boss first","listText":"Get approval from your real big boss first","text":"Get approval from your real big boss first","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/883029942","repostId":"2166348780","repostType":4,"repost":{"id":"2166348780","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1631188715,"share":"https://www.laohu8.com/m/news/2166348780?lang=&edition=full","pubTime":"2021-09-09 19:58","market":"sh","language":"en","title":"Nio may delay Hong Kong listing to next year - Bloomberg News","url":"https://stock-news.laohu8.com/highlight/detail?id=2166348780","media":"Reuters","summary":"Sept 9 (Reuters) - Chinese electric vehicle maker Nio Inc may delay its planned Hong Kong listing to","content":"<p>Sept 9 (Reuters) - Chinese electric vehicle maker Nio Inc&nbsp;may delay its planned Hong Kong listing to next year, Bloomberg News reported on Thursday, citing people familiar with the matter.</p>\n<p>The U.S.-traded company has received queries from the Hong Kong stock exchange about aspects of its structure, including a user trust set up in 2019, the report said</p>\n<p>Nio, whose shares were down about 2% in premarket trading, did not immediately respond to a Reuters request for comment.</p>\n<p>Reuters had reported in March that the company was looking to list in Hong Kong as soon as this year.</p>\n<p>Nio said on Tuesday it was planning to sell up to $2 billion worth of its American depository shares.</p>\n<p>(Reporting by Eva Mathews in Bengaluru; Editing by Aditya Soni)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio may delay Hong Kong listing to next year - Bloomberg News</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio may delay Hong Kong listing to next year - Bloomberg News\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-09-09 19:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Sept 9 (Reuters) - Chinese electric vehicle maker Nio Inc&nbsp;may delay its planned Hong Kong listing to next year, Bloomberg News reported on Thursday, citing people familiar with the matter.</p>\n<p>The U.S.-traded company has received queries from the Hong Kong stock exchange about aspects of its structure, including a user trust set up in 2019, the report said</p>\n<p>Nio, whose shares were down about 2% in premarket trading, did not immediately respond to a Reuters request for comment.</p>\n<p>Reuters had reported in March that the company was looking to list in Hong Kong as soon as this year.</p>\n<p>Nio said on Tuesday it was planning to sell up to $2 billion worth of its American depository shares.</p>\n<p>(Reporting by Eva Mathews in Bengaluru; Editing by Aditya Soni)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NWS":"新闻集团","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166348780","content_text":"Sept 9 (Reuters) - Chinese electric vehicle maker Nio Inc may delay its planned Hong Kong listing to next year, Bloomberg News reported on Thursday, citing people familiar with the matter.\nThe U.S.-traded company has received queries from the Hong Kong stock exchange about aspects of its structure, including a user trust set up in 2019, the report said\nNio, whose shares were down about 2% in premarket trading, did not immediately respond to a Reuters request for comment.\nReuters had reported in March that the company was looking to list in Hong Kong as soon as this year.\nNio said on Tuesday it was planning to sell up to $2 billion worth of its American depository shares.\n(Reporting by Eva Mathews in Bengaluru; Editing by Aditya Soni)","news_type":1},"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810618718,"gmtCreate":1629970827734,"gmtModify":1633681107676,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Record revenue and record deliveries equivalent to higher record loses... man.. what kind of business is this... damn.","listText":"Record revenue and record deliveries equivalent to higher record loses... man.. what kind of business is this... damn.","text":"Record revenue and record deliveries equivalent to higher record loses... man.. what kind of business is this... damn.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810618718","repostId":"1113528238","repostType":4,"repost":{"id":"1113528238","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629970416,"share":"https://www.laohu8.com/m/news/1113528238?lang=&edition=full","pubTime":"2021-08-26 17:33","market":"us","language":"en","title":"Xpeng Motors Q2 revenues RMB3,761.3 million, increasing by 536.7% YOY","url":"https://stock-news.laohu8.com/highlight/detail?id=1113528238","media":"Tiger Newspress","summary":"Quarterly vehicle deliveries reached 17,398, a 439% increase year-over-year\nQuarterly total revenues","content":"<ul>\n <li><i>Quarterly vehicle deliveries reached 17,398, a 439% increase year-over-year</i></li>\n <li><i>Quarterly total revenues reached RMB3,761.3 million, a 536.7% increase year-over-year</i></li>\n <li><i>Quarterly gross margin reached 11.9%</i></li>\n</ul>\n<p>XPeng Inc. today announced its unaudited financial results for the three months ended June 30, 2021.</p>\n<p>Xpeng Motors shares rose nearly 3% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/15362a0708feeb0c27e75c9f79a5a64f\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p><b>Operational and Financial Highlights for the Three Months Ended June 30, 2021</b></p>\n<ul>\n <li><b>Deliveries of vehicles</b>&nbsp;were 17,398 in the second quarter of 2021, reaching a record quarterly high, and representing an increase of 439% from 3,228 in the corresponding period of 2020 and an increase of 30.4% from 13,340 in the first quarter of 2021.</li>\n <li><b>Deliveries of the P7</b>&nbsp;were 11,522 in the second quarter of 2021, reaching a record quarterly high and representing an increase of 44.5% from 7,974 in the first quarter of 2021.</li>\n <li>Among the total P7s delivered in the second quarter of 2021, 97% can support XPILOT 2.5 or XPILOT 3.0.</li>\n <li>As of June 30, 2021, XPeng’s physical sales and service network consisted of a total of 200 stores and 64 service centers, covering 74 cities.</li>\n <li>As of June 30, 2021, XPeng-branded super charging stations expanded to 231, covering 65 cities.</li>\n <li><b>Total revenues</b>&nbsp;were RMB3,761.3 million (US$582.5 million) for the second quarter of 2021, representing an increase of 536.7% from RMB590.8 million for the same period of 2020 and an increase of 27.5% from RMB2,950.9 million for the first quarter of 2021.</li>\n <li><b>Revenues from vehicle sales</b>&nbsp;were RMB3,584.4 million (US$555.1 million) for the second quarter of 2021, representing an increase of 562.4% from RMB541.1 million for the same period of 2020, and an increase of 27.5% from RMB2,810.3 million for the first quarter of 2021.</li>\n <li><b>Gross margin</b>&nbsp;was 11.9% for the second quarter of 2021, compared with negative 2.7% for the same period of 2020 and 11.2% for the first quarter of 2021.</li>\n <li><b>Vehicle margin</b>, which is gross profit of vehicle sales as a percentage of revenues from vehicle sales, was 11.0% for the second quarter of 2021, compared with negative 5.6% for the same period of 2020 and 10.1% for the first quarter of 2021.</li>\n <li><b>Net loss</b>&nbsp;was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB146.0 million for the same period of 2020 and RMB786.6 million for the first quarter of 2021. Excluding share-based compensation expenses and fair value change on derivative liabilities related to the redemption right of preferred shares, non-GAAP net loss was RMB1,096.4 million (US$169.8 million) in the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.</li>\n <li><b>Net loss attributable to ordinary shareholders of XPeng</b>&nbsp;was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB1,141.5 million for the same period of 2020 and RMB786.6 million in the first quarter of 2021. Excluding share-based compensation expenses, fair value change on derivative liabilities related to the redemption right of preferred shares and accretion on preferred shares to redemption value, non-GAAP net loss attributable to ordinary shareholders of XPeng was RMB1,096.4 million (US$169.8 million) for the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.</li>\n <li><b>Basic and diluted net loss per American depositary share (ADS)</b>&nbsp;were both RMB1.50 (US$0.23) for the second quarter of 2021. Non-GAAP basic and diluted net loss per ADS were both RMB1.38 (US$0.21) for the second quarter of 2021. Each ADS represents two Class A ordinary shares.</li>\n <li><b>Cash and cash equivalents, restricted cash, short-term deposits, short-term investments and long-term deposits</b>&nbsp;were RMB32,871.2 million (US$5,091.1 million) as of June 30, 2021.</li>\n</ul>\n<p>XPeng started mass delivery of the P7 in late June 2020.</p>\n<p>“We delivered another record-breaking quarter with new highs recorded in several key metrics, underscoring an accelerated growth trajectory powered by our full-stack in-house technology capability,” said Mr. He Xiaopeng, Chairman and CEO of XPeng. “Notably, deliveries for the first half of 2021 exceeded the total deliveries for the full year 2020, reaching 30,738, a 459% increase year-over-year.”</p>\n<p>“As EV adoption in China and around the world begins to soar, we are excited to lead in this unprecedented disruption opportunity with our outstanding vehicles and fast, seamless iterations of new technologies that are shaping the mobility experience of the future,” Mr. He added.</p>\n<p>“Our outstanding second quarter 2021 results reflect XPeng’s leadership in China’s booming Smart EV industry where we continue to introduce innovative technology, differentiated products and premium services,” said Dr. Hongdi Brian Gu, Honorary Vice Chairman and President of XPeng. “Fueled by strong delivery performance, our second quarter 2021 revenues grew 536.7% compared with the same period of 2020. We also witnessed further improvement in our profitability. In particular, our gross margin continued its upward trend and reached 11.9% in the quarter,” Dr. Gu concluded.</p>\n<p><b>Recent Developments</b></p>\n<p><b>Dual-primary Listing in Hong Kong</b></p>\n<p>On July 7, 2021 (the “<b>Listing Date</b>”), XPeng successfully listed its Class A ordinary shares on the Main Board of The Stock Exchange of Hong Kong Limited (the “<b>Hong Kong Stock Exchange</b>”) (the “<b>Listing</b>”). The Company issued a total of 97,083,300 Class A ordinary shares in the global offering. Net proceeds from the global offering, after deducting underwriting fees and commissions were approximately HK$15,823 million, which will be used in accordance with the use of proceeds as disclosed in the prospectus of the Company published on the website of the Hong Kong Stock Exchange on June 25, 2021 (the “<b>Prospectus</b>”). Since the Listing Date and as at the date of this announcement, the Company has not utilized any net proceeds from the Listing.</p>\n<p><b>Deliveries in July 2021</b></p>\n<p>Total Smart EV deliveries of XPeng reached 8,040 in July 2021, representing a 228% increase year- over-year. The July deliveries consisted of 6,054 P7s, XPeng’s smart sports sedan, and 1,986 G3s, XPeng’s compact smart sport utility vehicle (“<b>SUV</b>”). As of July 31, 2021, year-to-date deliveries reached 38,778, representing a 388% increase year-over-year.</p>\n<p><b>Launch of G3i</b></p>\n<p>In July 2021, the Company launched the G3i SUV, the new mid-cycle facelift version of the G3, with deliveries expected to start in September this year. Incorporating the P7’s proven family design language, coupled with a brand-new look, the G3i is equipped with an intelligent in-car operating system and a powerful advanced driver-assistance system.</p>\n<p><b>The Pre-sales for P5</b></p>\n<p>In July 2021, XPeng commenced pre-sales for its third mass-produced model, the P5, XPeng’s smart family sedan, the world’s first mass-produced light detection and ranging (LIDAR) equipped Smart EV. The P5 will officially be launched in China in September 2021 with deliveries starting in the fourth quarter of 2021. The P5 will be equipped with advanced driver-assistance system features powered by XPeng’s full-stack in-house developed XPILOT 3.5 advanced driver-assistance system, which extended the Navigation Guided Pilot (NGP) function for highways and expressways to include major urban roads, traffic intersections and other complex city driving scenarios.</p>\n<p><b>Release of Valet Parking Assist (VPA)</b></p>\n<p>In June 2021, XPeng rolled out Valet Parking Assist, one of the most advanced automated parking function in the Chinese market, which memorizes locations and layouts of frequently used parking spots and enables advanced driver-assistance system for such parking lots.</p>\n<p><b>Unaudited Financial Results For the Three Months Ended June 30, 2021</b></p>\n<p><b>Total revenues</b>&nbsp;were RMB3,761.3 million (US$582.5 million) for the second quarter of 2021, representing an increase of 536.7% from RMB590.8 million for the same period of 2020 and an increase of 27.5% from RMB2,950.9 million for the first quarter of 2021.</p>\n<p><i>Revenues from vehicle sales</i>were RMB3,584.4 million (US$555.1 million) for the second quarter of 2021, representing an increase of 562.4% from RMB541.1 million for the same period of 2020 and an increase of 27.5% from RMB2,810.3 million for the first quarter of 2021. The year-over-year increase was mainly due to higher vehicle delivery especially for the P7, which started at the end of June 2020. The quarter-over-quarter increase was also attributable to the higher P7 sales as a result of seasonality, channel expansion and brand equity improvement.</p>\n<p><i>Revenues from services and others</i>were RMB176.9 million (US$27.4 million) for the second quarter of 2021, representing an increase of 256.2% from RMB49.7 million for the same period of 2020 and an increase of 25.8% from RMB140.6 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly attributed to more income from service, parts and accessory sales in line with higher accumulated vehicle sales.</p>\n<p><b>Cost of sales</b>&nbsp;was RMB3,312.7 million (US$513.1 million) for the second quarter of 2021, representing an increase of 445.7% from RMB607.0 million for the same period of 2020 and an increase of 26.4% from RMB2,621.1 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly due to the increase of vehicle deliveries as described above.</p>\n<p><b>Gross margin</b>&nbsp;was 11.9% for the second quarter of 2021, compared with negative 2.7% and 11.2% for the second quarter of 2020 and the first quarter of 2021, respectively.</p>\n<p><b>Vehicle margin</b>&nbsp;was 11.0% for the second quarter of 2021, compared with negative 5.6% for the same period of 2020 and 10.1% for the first quarter of 2021. The improvement was primarily attributable to better product mix and material cost reduction.</p>\n<p><b>Research and development expenses</b>&nbsp;were RMB863.5 million (US$133.7 million) for the second quarter of 2021, representing an increase of 170.0% from RMB319.8 million for the same period of 2020 and an increase of 61.4% from RMB535.1 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly due to (i) the increase in employee compensation as a result of expanded research and development staff, and (ii) higher expenses relating to the development of vehicles and related software technologies.</p>\n<p><b>Selling, general and administrative expenses</b>&nbsp;were RMB1,030.8 million (US$159.6 million) for the second quarter of 2021, representing an increase of 116.0% from RMB477.1 million for the same period of 2020 and an increase of 43.0% from RMB720.8 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly due to (i) higher marketing, promotional and advertising expenses to support vehicle sales, and (ii) the expansion of our sales network and associated personnel cost, and commission for franchised store sales.</p>\n<p><b>Loss from operations</b>&nbsp;was RMB1,443.2 million (US$223.5 million) for the second quarter of 2021, compared with RMB779.1 million for the same period of 2020 and RMB903.9 million for the first quarter of 2021. The higher year-over-year and quarter-over-quarter losses were mainly attributable to higher operating expenses as described above.</p>\n<p><b>Non-GAAP loss from operations</b>, which excludes share-based compensation expenses, was RMB1,345.0 million (US$208.3 million) for the second quarter of 2021, compared with RMB779.1 million for the same period of 2020 and RMB813.7 million for the first quarter of 2021.</p>\n<p><b>Net loss</b>&nbsp;was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB146.0 million for the same period of 2020 and RMB786.6 million for the first quarter of 2021.</p>\n<p><b>Non-GAAP net loss</b>, which excludes share-based compensation expenses and fair value change on derivative liabilities related to the redemption right of preferred shares, was RMB1,096.4 million (US$169.8 million) for the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.</p>\n<p><b>Net loss attributable to ordinary shareholders of XPeng</b>&nbsp;was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB1,141.5 million for the same period of 2020 and RMB786.6 million for the first quarter of 2021.</p>\n<p><b>Non-GAAP net loss attributable to ordinary shareholders of XPeng</b>, which excludes share- based compensation expenses, fair value change on derivative liabilities related to the redemption right of preferred shares and accretion on preferred shares to redemption value, was RMB1,096.4 million (US$169.8 million) for the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.</p>\n<p><b>Basic and diluted net loss per ADS</b>&nbsp;were both RMB1.50 (US$0.23) for the second quarter of 2021, compared with RMB6.29 for the second quarter of 2020 and RMB0.99 for the first quarter of 2021.</p>\n<p><b>Non-GAAP basic and diluted net loss per ADS</b>&nbsp;were both RMB1.38 (US$0.21) for the second quarter of 2021, compared with RMB4.24 for the second quarter of 2020 and RMB0.88 for the first quarter of 2021.</p>\n<p><b>Balance Sheets</b></p>\n<p>As of June 30, 2021, the Company had cash and cash equivalents, restricted cash, short-term deposits, short-term investments and long-term deposits of RMB32,871.2 million (US$5,091.1 million), compared to RMB35,342.1 million as of December 31, 2020.</p>\n<p><b>Business Outlook</b></p>\n<p>For the third quarter of 2021, the Company expects:</p>\n<ul>\n <li><b>Deliveries of vehicles</b>&nbsp;to be between 21,500 and 22,500, representing a year-over-year increase of approximately 150.6% to 162.3%.</li>\n <li><b>Total revenues</b>&nbsp;to be between RMB4.8 billion and RMB5.0 billion, representing a year-over- year increase of approximately 141.2% to 151.3%.</li>\n</ul>\n<p>The above outlook is based on the current market conditions and reflects the Company’s preliminary estimates of market and operating conditions, and customer demand, which are all subject to change.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nXpeng Motors Q2 revenues RMB3,761.3 million, increasing by 536.7% YOY \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-26 17:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li><i>Quarterly vehicle deliveries reached 17,398, a 439% increase year-over-year</i></li>\n <li><i>Quarterly total revenues reached RMB3,761.3 million, a 536.7% increase year-over-year</i></li>\n <li><i>Quarterly gross margin reached 11.9%</i></li>\n</ul>\n<p>XPeng Inc. today announced its unaudited financial results for the three months ended June 30, 2021.</p>\n<p>Xpeng Motors shares rose nearly 3% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/15362a0708feeb0c27e75c9f79a5a64f\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p><b>Operational and Financial Highlights for the Three Months Ended June 30, 2021</b></p>\n<ul>\n <li><b>Deliveries of vehicles</b>&nbsp;were 17,398 in the second quarter of 2021, reaching a record quarterly high, and representing an increase of 439% from 3,228 in the corresponding period of 2020 and an increase of 30.4% from 13,340 in the first quarter of 2021.</li>\n <li><b>Deliveries of the P7</b>&nbsp;were 11,522 in the second quarter of 2021, reaching a record quarterly high and representing an increase of 44.5% from 7,974 in the first quarter of 2021.</li>\n <li>Among the total P7s delivered in the second quarter of 2021, 97% can support XPILOT 2.5 or XPILOT 3.0.</li>\n <li>As of June 30, 2021, XPeng’s physical sales and service network consisted of a total of 200 stores and 64 service centers, covering 74 cities.</li>\n <li>As of June 30, 2021, XPeng-branded super charging stations expanded to 231, covering 65 cities.</li>\n <li><b>Total revenues</b>&nbsp;were RMB3,761.3 million (US$582.5 million) for the second quarter of 2021, representing an increase of 536.7% from RMB590.8 million for the same period of 2020 and an increase of 27.5% from RMB2,950.9 million for the first quarter of 2021.</li>\n <li><b>Revenues from vehicle sales</b>&nbsp;were RMB3,584.4 million (US$555.1 million) for the second quarter of 2021, representing an increase of 562.4% from RMB541.1 million for the same period of 2020, and an increase of 27.5% from RMB2,810.3 million for the first quarter of 2021.</li>\n <li><b>Gross margin</b>&nbsp;was 11.9% for the second quarter of 2021, compared with negative 2.7% for the same period of 2020 and 11.2% for the first quarter of 2021.</li>\n <li><b>Vehicle margin</b>, which is gross profit of vehicle sales as a percentage of revenues from vehicle sales, was 11.0% for the second quarter of 2021, compared with negative 5.6% for the same period of 2020 and 10.1% for the first quarter of 2021.</li>\n <li><b>Net loss</b>&nbsp;was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB146.0 million for the same period of 2020 and RMB786.6 million for the first quarter of 2021. Excluding share-based compensation expenses and fair value change on derivative liabilities related to the redemption right of preferred shares, non-GAAP net loss was RMB1,096.4 million (US$169.8 million) in the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.</li>\n <li><b>Net loss attributable to ordinary shareholders of XPeng</b>&nbsp;was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB1,141.5 million for the same period of 2020 and RMB786.6 million in the first quarter of 2021. Excluding share-based compensation expenses, fair value change on derivative liabilities related to the redemption right of preferred shares and accretion on preferred shares to redemption value, non-GAAP net loss attributable to ordinary shareholders of XPeng was RMB1,096.4 million (US$169.8 million) for the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.</li>\n <li><b>Basic and diluted net loss per American depositary share (ADS)</b>&nbsp;were both RMB1.50 (US$0.23) for the second quarter of 2021. Non-GAAP basic and diluted net loss per ADS were both RMB1.38 (US$0.21) for the second quarter of 2021. Each ADS represents two Class A ordinary shares.</li>\n <li><b>Cash and cash equivalents, restricted cash, short-term deposits, short-term investments and long-term deposits</b>&nbsp;were RMB32,871.2 million (US$5,091.1 million) as of June 30, 2021.</li>\n</ul>\n<p>XPeng started mass delivery of the P7 in late June 2020.</p>\n<p>“We delivered another record-breaking quarter with new highs recorded in several key metrics, underscoring an accelerated growth trajectory powered by our full-stack in-house technology capability,” said Mr. He Xiaopeng, Chairman and CEO of XPeng. “Notably, deliveries for the first half of 2021 exceeded the total deliveries for the full year 2020, reaching 30,738, a 459% increase year-over-year.”</p>\n<p>“As EV adoption in China and around the world begins to soar, we are excited to lead in this unprecedented disruption opportunity with our outstanding vehicles and fast, seamless iterations of new technologies that are shaping the mobility experience of the future,” Mr. He added.</p>\n<p>“Our outstanding second quarter 2021 results reflect XPeng’s leadership in China’s booming Smart EV industry where we continue to introduce innovative technology, differentiated products and premium services,” said Dr. Hongdi Brian Gu, Honorary Vice Chairman and President of XPeng. “Fueled by strong delivery performance, our second quarter 2021 revenues grew 536.7% compared with the same period of 2020. We also witnessed further improvement in our profitability. In particular, our gross margin continued its upward trend and reached 11.9% in the quarter,” Dr. Gu concluded.</p>\n<p><b>Recent Developments</b></p>\n<p><b>Dual-primary Listing in Hong Kong</b></p>\n<p>On July 7, 2021 (the “<b>Listing Date</b>”), XPeng successfully listed its Class A ordinary shares on the Main Board of The Stock Exchange of Hong Kong Limited (the “<b>Hong Kong Stock Exchange</b>”) (the “<b>Listing</b>”). The Company issued a total of 97,083,300 Class A ordinary shares in the global offering. Net proceeds from the global offering, after deducting underwriting fees and commissions were approximately HK$15,823 million, which will be used in accordance with the use of proceeds as disclosed in the prospectus of the Company published on the website of the Hong Kong Stock Exchange on June 25, 2021 (the “<b>Prospectus</b>”). Since the Listing Date and as at the date of this announcement, the Company has not utilized any net proceeds from the Listing.</p>\n<p><b>Deliveries in July 2021</b></p>\n<p>Total Smart EV deliveries of XPeng reached 8,040 in July 2021, representing a 228% increase year- over-year. The July deliveries consisted of 6,054 P7s, XPeng’s smart sports sedan, and 1,986 G3s, XPeng’s compact smart sport utility vehicle (“<b>SUV</b>”). As of July 31, 2021, year-to-date deliveries reached 38,778, representing a 388% increase year-over-year.</p>\n<p><b>Launch of G3i</b></p>\n<p>In July 2021, the Company launched the G3i SUV, the new mid-cycle facelift version of the G3, with deliveries expected to start in September this year. Incorporating the P7’s proven family design language, coupled with a brand-new look, the G3i is equipped with an intelligent in-car operating system and a powerful advanced driver-assistance system.</p>\n<p><b>The Pre-sales for P5</b></p>\n<p>In July 2021, XPeng commenced pre-sales for its third mass-produced model, the P5, XPeng’s smart family sedan, the world’s first mass-produced light detection and ranging (LIDAR) equipped Smart EV. The P5 will officially be launched in China in September 2021 with deliveries starting in the fourth quarter of 2021. The P5 will be equipped with advanced driver-assistance system features powered by XPeng’s full-stack in-house developed XPILOT 3.5 advanced driver-assistance system, which extended the Navigation Guided Pilot (NGP) function for highways and expressways to include major urban roads, traffic intersections and other complex city driving scenarios.</p>\n<p><b>Release of Valet Parking Assist (VPA)</b></p>\n<p>In June 2021, XPeng rolled out Valet Parking Assist, one of the most advanced automated parking function in the Chinese market, which memorizes locations and layouts of frequently used parking spots and enables advanced driver-assistance system for such parking lots.</p>\n<p><b>Unaudited Financial Results For the Three Months Ended June 30, 2021</b></p>\n<p><b>Total revenues</b>&nbsp;were RMB3,761.3 million (US$582.5 million) for the second quarter of 2021, representing an increase of 536.7% from RMB590.8 million for the same period of 2020 and an increase of 27.5% from RMB2,950.9 million for the first quarter of 2021.</p>\n<p><i>Revenues from vehicle sales</i>were RMB3,584.4 million (US$555.1 million) for the second quarter of 2021, representing an increase of 562.4% from RMB541.1 million for the same period of 2020 and an increase of 27.5% from RMB2,810.3 million for the first quarter of 2021. The year-over-year increase was mainly due to higher vehicle delivery especially for the P7, which started at the end of June 2020. The quarter-over-quarter increase was also attributable to the higher P7 sales as a result of seasonality, channel expansion and brand equity improvement.</p>\n<p><i>Revenues from services and others</i>were RMB176.9 million (US$27.4 million) for the second quarter of 2021, representing an increase of 256.2% from RMB49.7 million for the same period of 2020 and an increase of 25.8% from RMB140.6 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly attributed to more income from service, parts and accessory sales in line with higher accumulated vehicle sales.</p>\n<p><b>Cost of sales</b>&nbsp;was RMB3,312.7 million (US$513.1 million) for the second quarter of 2021, representing an increase of 445.7% from RMB607.0 million for the same period of 2020 and an increase of 26.4% from RMB2,621.1 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly due to the increase of vehicle deliveries as described above.</p>\n<p><b>Gross margin</b>&nbsp;was 11.9% for the second quarter of 2021, compared with negative 2.7% and 11.2% for the second quarter of 2020 and the first quarter of 2021, respectively.</p>\n<p><b>Vehicle margin</b>&nbsp;was 11.0% for the second quarter of 2021, compared with negative 5.6% for the same period of 2020 and 10.1% for the first quarter of 2021. The improvement was primarily attributable to better product mix and material cost reduction.</p>\n<p><b>Research and development expenses</b>&nbsp;were RMB863.5 million (US$133.7 million) for the second quarter of 2021, representing an increase of 170.0% from RMB319.8 million for the same period of 2020 and an increase of 61.4% from RMB535.1 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly due to (i) the increase in employee compensation as a result of expanded research and development staff, and (ii) higher expenses relating to the development of vehicles and related software technologies.</p>\n<p><b>Selling, general and administrative expenses</b>&nbsp;were RMB1,030.8 million (US$159.6 million) for the second quarter of 2021, representing an increase of 116.0% from RMB477.1 million for the same period of 2020 and an increase of 43.0% from RMB720.8 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly due to (i) higher marketing, promotional and advertising expenses to support vehicle sales, and (ii) the expansion of our sales network and associated personnel cost, and commission for franchised store sales.</p>\n<p><b>Loss from operations</b>&nbsp;was RMB1,443.2 million (US$223.5 million) for the second quarter of 2021, compared with RMB779.1 million for the same period of 2020 and RMB903.9 million for the first quarter of 2021. The higher year-over-year and quarter-over-quarter losses were mainly attributable to higher operating expenses as described above.</p>\n<p><b>Non-GAAP loss from operations</b>, which excludes share-based compensation expenses, was RMB1,345.0 million (US$208.3 million) for the second quarter of 2021, compared with RMB779.1 million for the same period of 2020 and RMB813.7 million for the first quarter of 2021.</p>\n<p><b>Net loss</b>&nbsp;was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB146.0 million for the same period of 2020 and RMB786.6 million for the first quarter of 2021.</p>\n<p><b>Non-GAAP net loss</b>, which excludes share-based compensation expenses and fair value change on derivative liabilities related to the redemption right of preferred shares, was RMB1,096.4 million (US$169.8 million) for the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.</p>\n<p><b>Net loss attributable to ordinary shareholders of XPeng</b>&nbsp;was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB1,141.5 million for the same period of 2020 and RMB786.6 million for the first quarter of 2021.</p>\n<p><b>Non-GAAP net loss attributable to ordinary shareholders of XPeng</b>, which excludes share- based compensation expenses, fair value change on derivative liabilities related to the redemption right of preferred shares and accretion on preferred shares to redemption value, was RMB1,096.4 million (US$169.8 million) for the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.</p>\n<p><b>Basic and diluted net loss per ADS</b>&nbsp;were both RMB1.50 (US$0.23) for the second quarter of 2021, compared with RMB6.29 for the second quarter of 2020 and RMB0.99 for the first quarter of 2021.</p>\n<p><b>Non-GAAP basic and diluted net loss per ADS</b>&nbsp;were both RMB1.38 (US$0.21) for the second quarter of 2021, compared with RMB4.24 for the second quarter of 2020 and RMB0.88 for the first quarter of 2021.</p>\n<p><b>Balance Sheets</b></p>\n<p>As of June 30, 2021, the Company had cash and cash equivalents, restricted cash, short-term deposits, short-term investments and long-term deposits of RMB32,871.2 million (US$5,091.1 million), compared to RMB35,342.1 million as of December 31, 2020.</p>\n<p><b>Business Outlook</b></p>\n<p>For the third quarter of 2021, the Company expects:</p>\n<ul>\n <li><b>Deliveries of vehicles</b>&nbsp;to be between 21,500 and 22,500, representing a year-over-year increase of approximately 150.6% to 162.3%.</li>\n <li><b>Total revenues</b>&nbsp;to be between RMB4.8 billion and RMB5.0 billion, representing a year-over- year increase of approximately 141.2% to 151.3%.</li>\n</ul>\n<p>The above outlook is based on the current market conditions and reflects the Company’s preliminary estimates of market and operating conditions, and customer demand, which are all subject to change.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113528238","content_text":"Quarterly vehicle deliveries reached 17,398, a 439% increase year-over-year\nQuarterly total revenues reached RMB3,761.3 million, a 536.7% increase year-over-year\nQuarterly gross margin reached 11.9%\n\nXPeng Inc. today announced its unaudited financial results for the three months ended June 30, 2021.\nXpeng Motors shares rose nearly 3% in morning trading.\n\nOperational and Financial Highlights for the Three Months Ended June 30, 2021\n\nDeliveries of vehicles were 17,398 in the second quarter of 2021, reaching a record quarterly high, and representing an increase of 439% from 3,228 in the corresponding period of 2020 and an increase of 30.4% from 13,340 in the first quarter of 2021.\nDeliveries of the P7 were 11,522 in the second quarter of 2021, reaching a record quarterly high and representing an increase of 44.5% from 7,974 in the first quarter of 2021.\nAmong the total P7s delivered in the second quarter of 2021, 97% can support XPILOT 2.5 or XPILOT 3.0.\nAs of June 30, 2021, XPeng’s physical sales and service network consisted of a total of 200 stores and 64 service centers, covering 74 cities.\nAs of June 30, 2021, XPeng-branded super charging stations expanded to 231, covering 65 cities.\nTotal revenues were RMB3,761.3 million (US$582.5 million) for the second quarter of 2021, representing an increase of 536.7% from RMB590.8 million for the same period of 2020 and an increase of 27.5% from RMB2,950.9 million for the first quarter of 2021.\nRevenues from vehicle sales were RMB3,584.4 million (US$555.1 million) for the second quarter of 2021, representing an increase of 562.4% from RMB541.1 million for the same period of 2020, and an increase of 27.5% from RMB2,810.3 million for the first quarter of 2021.\nGross margin was 11.9% for the second quarter of 2021, compared with negative 2.7% for the same period of 2020 and 11.2% for the first quarter of 2021.\nVehicle margin, which is gross profit of vehicle sales as a percentage of revenues from vehicle sales, was 11.0% for the second quarter of 2021, compared with negative 5.6% for the same period of 2020 and 10.1% for the first quarter of 2021.\nNet loss was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB146.0 million for the same period of 2020 and RMB786.6 million for the first quarter of 2021. Excluding share-based compensation expenses and fair value change on derivative liabilities related to the redemption right of preferred shares, non-GAAP net loss was RMB1,096.4 million (US$169.8 million) in the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.\nNet loss attributable to ordinary shareholders of XPeng was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB1,141.5 million for the same period of 2020 and RMB786.6 million in the first quarter of 2021. Excluding share-based compensation expenses, fair value change on derivative liabilities related to the redemption right of preferred shares and accretion on preferred shares to redemption value, non-GAAP net loss attributable to ordinary shareholders of XPeng was RMB1,096.4 million (US$169.8 million) for the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.\nBasic and diluted net loss per American depositary share (ADS) were both RMB1.50 (US$0.23) for the second quarter of 2021. Non-GAAP basic and diluted net loss per ADS were both RMB1.38 (US$0.21) for the second quarter of 2021. Each ADS represents two Class A ordinary shares.\nCash and cash equivalents, restricted cash, short-term deposits, short-term investments and long-term deposits were RMB32,871.2 million (US$5,091.1 million) as of June 30, 2021.\n\nXPeng started mass delivery of the P7 in late June 2020.\n“We delivered another record-breaking quarter with new highs recorded in several key metrics, underscoring an accelerated growth trajectory powered by our full-stack in-house technology capability,” said Mr. He Xiaopeng, Chairman and CEO of XPeng. “Notably, deliveries for the first half of 2021 exceeded the total deliveries for the full year 2020, reaching 30,738, a 459% increase year-over-year.”\n“As EV adoption in China and around the world begins to soar, we are excited to lead in this unprecedented disruption opportunity with our outstanding vehicles and fast, seamless iterations of new technologies that are shaping the mobility experience of the future,” Mr. He added.\n“Our outstanding second quarter 2021 results reflect XPeng’s leadership in China’s booming Smart EV industry where we continue to introduce innovative technology, differentiated products and premium services,” said Dr. Hongdi Brian Gu, Honorary Vice Chairman and President of XPeng. “Fueled by strong delivery performance, our second quarter 2021 revenues grew 536.7% compared with the same period of 2020. We also witnessed further improvement in our profitability. In particular, our gross margin continued its upward trend and reached 11.9% in the quarter,” Dr. Gu concluded.\nRecent Developments\nDual-primary Listing in Hong Kong\nOn July 7, 2021 (the “Listing Date”), XPeng successfully listed its Class A ordinary shares on the Main Board of The Stock Exchange of Hong Kong Limited (the “Hong Kong Stock Exchange”) (the “Listing”). The Company issued a total of 97,083,300 Class A ordinary shares in the global offering. Net proceeds from the global offering, after deducting underwriting fees and commissions were approximately HK$15,823 million, which will be used in accordance with the use of proceeds as disclosed in the prospectus of the Company published on the website of the Hong Kong Stock Exchange on June 25, 2021 (the “Prospectus”). Since the Listing Date and as at the date of this announcement, the Company has not utilized any net proceeds from the Listing.\nDeliveries in July 2021\nTotal Smart EV deliveries of XPeng reached 8,040 in July 2021, representing a 228% increase year- over-year. The July deliveries consisted of 6,054 P7s, XPeng’s smart sports sedan, and 1,986 G3s, XPeng’s compact smart sport utility vehicle (“SUV”). As of July 31, 2021, year-to-date deliveries reached 38,778, representing a 388% increase year-over-year.\nLaunch of G3i\nIn July 2021, the Company launched the G3i SUV, the new mid-cycle facelift version of the G3, with deliveries expected to start in September this year. Incorporating the P7’s proven family design language, coupled with a brand-new look, the G3i is equipped with an intelligent in-car operating system and a powerful advanced driver-assistance system.\nThe Pre-sales for P5\nIn July 2021, XPeng commenced pre-sales for its third mass-produced model, the P5, XPeng’s smart family sedan, the world’s first mass-produced light detection and ranging (LIDAR) equipped Smart EV. The P5 will officially be launched in China in September 2021 with deliveries starting in the fourth quarter of 2021. The P5 will be equipped with advanced driver-assistance system features powered by XPeng’s full-stack in-house developed XPILOT 3.5 advanced driver-assistance system, which extended the Navigation Guided Pilot (NGP) function for highways and expressways to include major urban roads, traffic intersections and other complex city driving scenarios.\nRelease of Valet Parking Assist (VPA)\nIn June 2021, XPeng rolled out Valet Parking Assist, one of the most advanced automated parking function in the Chinese market, which memorizes locations and layouts of frequently used parking spots and enables advanced driver-assistance system for such parking lots.\nUnaudited Financial Results For the Three Months Ended June 30, 2021\nTotal revenues were RMB3,761.3 million (US$582.5 million) for the second quarter of 2021, representing an increase of 536.7% from RMB590.8 million for the same period of 2020 and an increase of 27.5% from RMB2,950.9 million for the first quarter of 2021.\nRevenues from vehicle saleswere RMB3,584.4 million (US$555.1 million) for the second quarter of 2021, representing an increase of 562.4% from RMB541.1 million for the same period of 2020 and an increase of 27.5% from RMB2,810.3 million for the first quarter of 2021. The year-over-year increase was mainly due to higher vehicle delivery especially for the P7, which started at the end of June 2020. The quarter-over-quarter increase was also attributable to the higher P7 sales as a result of seasonality, channel expansion and brand equity improvement.\nRevenues from services and otherswere RMB176.9 million (US$27.4 million) for the second quarter of 2021, representing an increase of 256.2% from RMB49.7 million for the same period of 2020 and an increase of 25.8% from RMB140.6 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly attributed to more income from service, parts and accessory sales in line with higher accumulated vehicle sales.\nCost of sales was RMB3,312.7 million (US$513.1 million) for the second quarter of 2021, representing an increase of 445.7% from RMB607.0 million for the same period of 2020 and an increase of 26.4% from RMB2,621.1 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly due to the increase of vehicle deliveries as described above.\nGross margin was 11.9% for the second quarter of 2021, compared with negative 2.7% and 11.2% for the second quarter of 2020 and the first quarter of 2021, respectively.\nVehicle margin was 11.0% for the second quarter of 2021, compared with negative 5.6% for the same period of 2020 and 10.1% for the first quarter of 2021. The improvement was primarily attributable to better product mix and material cost reduction.\nResearch and development expenses were RMB863.5 million (US$133.7 million) for the second quarter of 2021, representing an increase of 170.0% from RMB319.8 million for the same period of 2020 and an increase of 61.4% from RMB535.1 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly due to (i) the increase in employee compensation as a result of expanded research and development staff, and (ii) higher expenses relating to the development of vehicles and related software technologies.\nSelling, general and administrative expenses were RMB1,030.8 million (US$159.6 million) for the second quarter of 2021, representing an increase of 116.0% from RMB477.1 million for the same period of 2020 and an increase of 43.0% from RMB720.8 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly due to (i) higher marketing, promotional and advertising expenses to support vehicle sales, and (ii) the expansion of our sales network and associated personnel cost, and commission for franchised store sales.\nLoss from operations was RMB1,443.2 million (US$223.5 million) for the second quarter of 2021, compared with RMB779.1 million for the same period of 2020 and RMB903.9 million for the first quarter of 2021. The higher year-over-year and quarter-over-quarter losses were mainly attributable to higher operating expenses as described above.\nNon-GAAP loss from operations, which excludes share-based compensation expenses, was RMB1,345.0 million (US$208.3 million) for the second quarter of 2021, compared with RMB779.1 million for the same period of 2020 and RMB813.7 million for the first quarter of 2021.\nNet loss was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB146.0 million for the same period of 2020 and RMB786.6 million for the first quarter of 2021.\nNon-GAAP net loss, which excludes share-based compensation expenses and fair value change on derivative liabilities related to the redemption right of preferred shares, was RMB1,096.4 million (US$169.8 million) for the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.\nNet loss attributable to ordinary shareholders of XPeng was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB1,141.5 million for the same period of 2020 and RMB786.6 million for the first quarter of 2021.\nNon-GAAP net loss attributable to ordinary shareholders of XPeng, which excludes share- based compensation expenses, fair value change on derivative liabilities related to the redemption right of preferred shares and accretion on preferred shares to redemption value, was RMB1,096.4 million (US$169.8 million) for the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.\nBasic and diluted net loss per ADS were both RMB1.50 (US$0.23) for the second quarter of 2021, compared with RMB6.29 for the second quarter of 2020 and RMB0.99 for the first quarter of 2021.\nNon-GAAP basic and diluted net loss per ADS were both RMB1.38 (US$0.21) for the second quarter of 2021, compared with RMB4.24 for the second quarter of 2020 and RMB0.88 for the first quarter of 2021.\nBalance Sheets\nAs of June 30, 2021, the Company had cash and cash equivalents, restricted cash, short-term deposits, short-term investments and long-term deposits of RMB32,871.2 million (US$5,091.1 million), compared to RMB35,342.1 million as of December 31, 2020.\nBusiness Outlook\nFor the third quarter of 2021, the Company expects:\n\nDeliveries of vehicles to be between 21,500 and 22,500, representing a year-over-year increase of approximately 150.6% to 162.3%.\nTotal revenues to be between RMB4.8 billion and RMB5.0 billion, representing a year-over- year increase of approximately 141.2% to 151.3%.\n\nThe above outlook is based on the current market conditions and reflects the Company’s preliminary estimates of market and operating conditions, and customer demand, which are all subject to change.","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834169206,"gmtCreate":1629780744805,"gmtModify":1633682471663,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Hahaha.. nearly forgotten Musky had solar business under Tesla. Thanks for the details.","listText":"Hahaha.. nearly forgotten Musky had solar business under Tesla. Thanks for the details.","text":"Hahaha.. nearly forgotten Musky had solar business under Tesla. Thanks for the details.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/834169206","repostId":"1187997976","repostType":4,"repost":{"id":"1187997976","kind":"news","pubTimestamp":1629777349,"share":"https://www.laohu8.com/m/news/1187997976?lang=&edition=full","pubTime":"2021-08-24 11:55","market":"us","language":"en","title":"Inside The Deterioration Of Tesla's Solar Business","url":"https://stock-news.laohu8.com/highlight/detail?id=1187997976","media":"seekingalpha","summary":"Tesla's $670 billion market cap is based in part on the belief that it is \"more than a car company\"; Tesla's solar energy business has fed this narrative.While treated like a value-add by Tesla's boosters, its solar unit has in practice been a costly millstone; margins remain deeply negative.Tesla's solar deployments have fallen far from highs set years ago, with little prospect of a reversal.Hopes that Tesla's Solar Roof could reinvigorate deployment rates have faded amid multi-year delays and ","content":"<p>Summary</p>\n<ul>\n <li>Tesla's $670 billion market cap is based in part on the belief that it is \"more than a car company\"; Tesla's solar energy business has fed this narrative.</li>\n <li>While treated like a value-add by Tesla's boosters, its solar unit has in practice been a costly millstone; margins remain deeply negative.</li>\n <li>Tesla's solar deployments have fallen far from highs set years ago, with little prospect of a reversal.</li>\n <li>Hopes that Tesla's Solar Roof could reinvigorate deployment rates have faded amid multi-year delays and persistent installation bottlenecks.</li>\n <li>As Tesla's solar business fades, it may threaten the company's broader growth narrative, as well as its vaunted share price.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b04b99e933e100452f6e47f2c34a1460\" tg-width=\"768\" tg-height=\"512\" width=\"100%\" height=\"auto\"><span>RoschetzkyIstockPhoto/iStock Editorial via Getty Images</span></p>\n<p>As any of my longtime readers can undoubtedly attest, I have been tracking Tesla Inc. (NASDAQ:TSLA) for a while. I have covered numerous subjects related to the electric vehicle (“EV”) company over the years, but I have returned often to one in particular: Tesla’s solar energy business.</p>\n<p>It has been a while since I lasttook a look under the hoodof Tesla’s solar division. With the first two quarters of 2021 in the rearview mirror, it feels like now is a good time to revisit the long-struggling business unit.</p>\n<p>Much has changed for Tesla Solar in 2021, little of it for the good. Let’s discuss why this is the case.</p>\n<p>Solar Deployments In H1 2021: Still In A Long-Term Downtrend</p>\n<p>As I have&nbsp;discussed at length&nbsp;on&nbsp;numerous occasions&nbsp;over the years, Tesla Solar has been in material multi-year decline from a deployments perspective. Thus, when Tesla reported Q1 2021 earnings, I naturally looked to the solar deployment numbers to see if the negative pattern had continued. As it turned out, Tesla had managed to achieve a major sequential jump in deployments, a fact the company was quick tocrow about in its Q1 investor letter:</p>\n<blockquote>\n “Solar Retrofit and Solar Roof Solar deployments reached 92 MW in Q1, our strongest quarter in 2.5 years. Solar Roof deployments grew 9x compared to the same period last year.”\n</blockquote>\n<p>Tesla reported solar deployments to the tune of 92 megawatts (“MW”) in Q1, the most it had managed in years. Under the circumstances, Tesla can hardly be blamed for having wanted to highlight such a marked improvement in chart form:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7270ea980168a8e2976a38fd80b6b5c7\" tg-width=\"640\" tg-height=\"335\" width=\"100%\" height=\"auto\"><span>Source: Tesla Inc.</span></p>\n<p>The chart above, which was included in the Q1 investor letter, certainly looks like it could be a sign of a turnaround in the making. However, its relatively limited timescale also limits its usefulness to investors and analysts interested in understanding the long-term performance and trajectory of Tesla's solar business. Charting the full history of Tesla's quarterly solar deployments through Q1 2021 offers a rather different perspective:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dab180dd817e9d4db21ed6ff4014e0d7\" tg-width=\"640\" tg-height=\"273\" width=\"100%\" height=\"auto\"><span>Source: Author; Tesla Inc.</span></p>\n<p>I hardly have to remind investors that one quarter of growth does not a pattern make. If Tesla could sustain that growth into Q2, then one might be able to talk legitimately about a turnaround. As it turned out, Tesladeployed just 85 MW in Q2, a more than7.5% sequential drop:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43e076db4124ae5b339c1c78e6f33502\" tg-width=\"640\" tg-height=\"463\" width=\"100%\" height=\"auto\"><span>Source: TeslaCharts; Tesla Inc.</span></p>\n<p>Tesla's solar deployments were not just lower in Q2 than in Q1, however. At 85MW, Tesla actually managed one 1MW less than it did in Q4 2020, despite seasonal impacts traditionally weakening year-end solar deployment rates. That would seem to put paid to any notion that Tesla's solar operations have been making a significant or sustainable turnaround.</p>\n<p>Deployments may have climbed significantly from their nadir in the first half of last year, but they remain a pale shadow of what Tesla was managing five years ago. They are also radically lower than what Tesla itself hadprojected in 2016when it was in the process of acquiring SolarCity:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0a31640e43eea612f1ca8aba8bea3ae\" tg-width=\"498\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Source: @C_S_Skeptic; GLJ Research; Tesla Inc.</span></p>\n<p>In 2016, Tesla was predicting solar deployments in excess of 500MW per quarter starting in 2017. We are now mid-way through 2021 and quarterly solar deployment levels stand at less than 20% of that figure.</p>\n<p>Product Progress: Solar Roof Still Not Ready For Prime Time</p>\n<p>Unveiled with great fanfare in October 2016,the Solar Roof was touted from the start as the future of solar energy technology. At the time, CEO Elon Musk was insistent that the Solar Roof was not merely a concept in development, but was actually a fully functional technology ready to enter full-scale production. Musk told his rapt audience that the acquisition of SolarCity would facilitate the rapid rollout of the Solar Roof, providing one of the first public justifications for the merger between Tesla and the virtually insolvent solar installer that had been founded by two of Musk's cousins, and of which Musk was then chairman of the board of directors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0e6430233a156f81e842006c4eac751\" tg-width=\"640\" tg-height=\"302\" width=\"100%\" height=\"auto\"><span>Source: Tesla Inc.</span></p>\n<p>The Solar Roof unveiling event may have helped smooth the way for the SolarCity tie-up, but it did so at the price of full transparency about the technology's readiness. Musk's claim about the Solar Roof's immediate viability was proven false in short order, as it quickly became apparent that the Solar Roof was still very much a concept in development, and with little near-term prospect of commercialization. Even then, few could have guessed how long that design and development process would take.</p>\n<p>A review of the progress to date on the long-promised but oft-delayed Solar Roof reveals a business reality far different from what has long been promised by Tesla’s solar cheerleaders. In the years since it was unveiled, the Solar Roof has gone through multipleredesigns and rebrands, even as Musk has repeatedly assured investors and the public that full-scale commercial production was imminent. In March 2019, he declared that 2019 would be \"the Year of the Solar Roof.\" In July of the same year, Musk tweeted that Solar Roof production wasaccelerating toward 1,000 units roofs per week:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bbff17a88092785ef1227e94c6e8f19\" tg-width=\"640\" tg-height=\"251\" width=\"100%\" height=\"auto\"><span>Source: Elon Musk; Twitter</span></p>\n<p>This claim raised plenty of eyebrows in the investment community. Their skepticism proved well deserved as it soon became apparent that the actual Solar Roof production and installation rates were far lower. Even Electrek, a website well known for its consistently bullish Tesla commentary, felt compelled to call Musk out on his claim. According to Electrek, Musk's tweet was \"a bit of an exaggeration\" and that the actual production rate at the time was closer to 500 Solar Roofs per week. However, even that reduced projection appears to overstate the level of steady-state production and installation by a significant margin.</p>\n<p>The Solar Roof has seen its fortunes improve little in 2021 thus far. According to renewable energy industry journalist Eric Wesoff, Tesla had&nbsp;yet to install 1,000 Solar Roofs total&nbsp;as recently as this April. This pessimistic view was further reinforced last month when the Wall Street Journal&nbsp;reported&nbsp;that the Securities and Exchange Commission had already confronted Tesla over Musk's dubious prior Solar Roof claims:</p>\n<blockquote>\n “In correspondence sent to Tesla in 2019 and 2020, the SEC said tweets Mr. Musk wrote about Tesla’s solar roof production volumes and its stock price hadn’t undergone the required preapproval by Tesla’s lawyers. The communications, which haven’t been previously reported, spotlight the running tension between the nation’s top corporate regulator and Mr. Musk, who publicly mocked the SEC even after settling fraud claims with the agency. The SEC told Tesla in May 2020 that the company had failed ‘to enforce these procedures and controls despite repeated violations by Mr. Musk.’ The letter, signed by Steven Buchholz, a senior SEC official in its San Francisco office, added: ‘Tesla has abdicated the duties required of it by the court’s order.’\"\n</blockquote>\n<p>Whether installation speed has picked up meaningfully over the past few months is unclear thanks in no small part to Tesla's inconsistency with regard to reporting on the subject. Thus, while Tesla's Q1 investor letter boasted that Solar Roof installations \"grew 9x compared to the same period last year,\" it neglected to provide an exact number of MW deployed. The Q2 update offered still less clarity, failing to mention even the growth rate other than to say that deployments \"grew substantially\" on a sequential and year-over-year basis.</p>\n<p><b>Investor's Eye View</b></p>\n<p>Whatever way you slice it, Tesla’s seemingly endless struggle to launch a viable solar roof product at scale is problematic for a company that is valued based on a highly optimistic growth narrative. Tesla's market capitalization, which currently stands in excess of $670 billion, is nearly five times greater than that of Volkswagen AG (OTCPK:VWAGY), the world's largest automaker. That is in spite of the fact that Tesla currently has barely 5% of Volkswagen's annual automotive production capacity. In other words, Tesla is currently priced as if it will not only surpass the likes of Volkswagen in terms of production and sales volume, but will radically exceed them.</p>\n<p>While irrational exuberance about an EV-dominated future can explain some of Tesla's eye-watering share price, it is not the only factor. Tesla's valuation is also the result of the company's efforts to position itself as \"more than a car company.\" Solar has always been a core component of this narrative, yet it has failed to live up to the hype. Deployments remain far below the highs set half a decade ago, even as&nbsp;customer satisfaction&nbsp;has continued to fall.</p>\n<p>Moreover, the fundamental economics of Tesla's solar operations have always been shaky at best. Indeed, even as Tesla's automotive operations have inched toward breakeven, the&nbsp;margins for its solar business remain painfully negative. That is hardly a glowing endorsement of a business unit that is supposed to add to Tesla's value proposition, not detract from it.</p>\n<p>In sum, Tesla's valuation is the product of high expectations and belief in the company's ability to expand its offerings far beyond the conventional automotive realm. Based on the performance of its solar energy business to date, it would seem prudent to revise some of those expectations downward.</p>","source":"seekingalpha","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>Inside The Deterioration Of Tesla's Solar Business</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\">\nInside The Deterioration Of Tesla's Solar Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-24 11:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4451383-inside-the-deterioration-of-teslas-solar-business><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTesla's $670 billion market cap is based in part on the belief that it is \"more than a car company\"; Tesla's solar energy business has fed this narrative.\nWhile treated like a value-add by ...</p>\n\n<a href=\"https://seekingalpha.com/article/4451383-inside-the-deterioration-of-teslas-solar-business\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4451383-inside-the-deterioration-of-teslas-solar-business","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187997976","content_text":"Summary\n\nTesla's $670 billion market cap is based in part on the belief that it is \"more than a car company\"; Tesla's solar energy business has fed this narrative.\nWhile treated like a value-add by Tesla's boosters, its solar unit has in practice been a costly millstone; margins remain deeply negative.\nTesla's solar deployments have fallen far from highs set years ago, with little prospect of a reversal.\nHopes that Tesla's Solar Roof could reinvigorate deployment rates have faded amid multi-year delays and persistent installation bottlenecks.\nAs Tesla's solar business fades, it may threaten the company's broader growth narrative, as well as its vaunted share price.\n\nRoschetzkyIstockPhoto/iStock Editorial via Getty Images\nAs any of my longtime readers can undoubtedly attest, I have been tracking Tesla Inc. (NASDAQ:TSLA) for a while. I have covered numerous subjects related to the electric vehicle (“EV”) company over the years, but I have returned often to one in particular: Tesla’s solar energy business.\nIt has been a while since I lasttook a look under the hoodof Tesla’s solar division. With the first two quarters of 2021 in the rearview mirror, it feels like now is a good time to revisit the long-struggling business unit.\nMuch has changed for Tesla Solar in 2021, little of it for the good. Let’s discuss why this is the case.\nSolar Deployments In H1 2021: Still In A Long-Term Downtrend\nAs I have discussed at length on numerous occasions over the years, Tesla Solar has been in material multi-year decline from a deployments perspective. Thus, when Tesla reported Q1 2021 earnings, I naturally looked to the solar deployment numbers to see if the negative pattern had continued. As it turned out, Tesla had managed to achieve a major sequential jump in deployments, a fact the company was quick tocrow about in its Q1 investor letter:\n\n “Solar Retrofit and Solar Roof Solar deployments reached 92 MW in Q1, our strongest quarter in 2.5 years. Solar Roof deployments grew 9x compared to the same period last year.”\n\nTesla reported solar deployments to the tune of 92 megawatts (“MW”) in Q1, the most it had managed in years. Under the circumstances, Tesla can hardly be blamed for having wanted to highlight such a marked improvement in chart form:\nSource: Tesla Inc.\nThe chart above, which was included in the Q1 investor letter, certainly looks like it could be a sign of a turnaround in the making. However, its relatively limited timescale also limits its usefulness to investors and analysts interested in understanding the long-term performance and trajectory of Tesla's solar business. Charting the full history of Tesla's quarterly solar deployments through Q1 2021 offers a rather different perspective:\nSource: Author; Tesla Inc.\nI hardly have to remind investors that one quarter of growth does not a pattern make. If Tesla could sustain that growth into Q2, then one might be able to talk legitimately about a turnaround. As it turned out, Tesladeployed just 85 MW in Q2, a more than7.5% sequential drop:\nSource: TeslaCharts; Tesla Inc.\nTesla's solar deployments were not just lower in Q2 than in Q1, however. At 85MW, Tesla actually managed one 1MW less than it did in Q4 2020, despite seasonal impacts traditionally weakening year-end solar deployment rates. That would seem to put paid to any notion that Tesla's solar operations have been making a significant or sustainable turnaround.\nDeployments may have climbed significantly from their nadir in the first half of last year, but they remain a pale shadow of what Tesla was managing five years ago. They are also radically lower than what Tesla itself hadprojected in 2016when it was in the process of acquiring SolarCity:\nSource: @C_S_Skeptic; GLJ Research; Tesla Inc.\nIn 2016, Tesla was predicting solar deployments in excess of 500MW per quarter starting in 2017. We are now mid-way through 2021 and quarterly solar deployment levels stand at less than 20% of that figure.\nProduct Progress: Solar Roof Still Not Ready For Prime Time\nUnveiled with great fanfare in October 2016,the Solar Roof was touted from the start as the future of solar energy technology. At the time, CEO Elon Musk was insistent that the Solar Roof was not merely a concept in development, but was actually a fully functional technology ready to enter full-scale production. Musk told his rapt audience that the acquisition of SolarCity would facilitate the rapid rollout of the Solar Roof, providing one of the first public justifications for the merger between Tesla and the virtually insolvent solar installer that had been founded by two of Musk's cousins, and of which Musk was then chairman of the board of directors.\nSource: Tesla Inc.\nThe Solar Roof unveiling event may have helped smooth the way for the SolarCity tie-up, but it did so at the price of full transparency about the technology's readiness. Musk's claim about the Solar Roof's immediate viability was proven false in short order, as it quickly became apparent that the Solar Roof was still very much a concept in development, and with little near-term prospect of commercialization. Even then, few could have guessed how long that design and development process would take.\nA review of the progress to date on the long-promised but oft-delayed Solar Roof reveals a business reality far different from what has long been promised by Tesla’s solar cheerleaders. In the years since it was unveiled, the Solar Roof has gone through multipleredesigns and rebrands, even as Musk has repeatedly assured investors and the public that full-scale commercial production was imminent. In March 2019, he declared that 2019 would be \"the Year of the Solar Roof.\" In July of the same year, Musk tweeted that Solar Roof production wasaccelerating toward 1,000 units roofs per week:\nSource: Elon Musk; Twitter\nThis claim raised plenty of eyebrows in the investment community. Their skepticism proved well deserved as it soon became apparent that the actual Solar Roof production and installation rates were far lower. Even Electrek, a website well known for its consistently bullish Tesla commentary, felt compelled to call Musk out on his claim. According to Electrek, Musk's tweet was \"a bit of an exaggeration\" and that the actual production rate at the time was closer to 500 Solar Roofs per week. However, even that reduced projection appears to overstate the level of steady-state production and installation by a significant margin.\nThe Solar Roof has seen its fortunes improve little in 2021 thus far. According to renewable energy industry journalist Eric Wesoff, Tesla had yet to install 1,000 Solar Roofs total as recently as this April. This pessimistic view was further reinforced last month when the Wall Street Journal reported that the Securities and Exchange Commission had already confronted Tesla over Musk's dubious prior Solar Roof claims:\n\n “In correspondence sent to Tesla in 2019 and 2020, the SEC said tweets Mr. Musk wrote about Tesla’s solar roof production volumes and its stock price hadn’t undergone the required preapproval by Tesla’s lawyers. The communications, which haven’t been previously reported, spotlight the running tension between the nation’s top corporate regulator and Mr. Musk, who publicly mocked the SEC even after settling fraud claims with the agency. The SEC told Tesla in May 2020 that the company had failed ‘to enforce these procedures and controls despite repeated violations by Mr. Musk.’ The letter, signed by Steven Buchholz, a senior SEC official in its San Francisco office, added: ‘Tesla has abdicated the duties required of it by the court’s order.’\"\n\nWhether installation speed has picked up meaningfully over the past few months is unclear thanks in no small part to Tesla's inconsistency with regard to reporting on the subject. Thus, while Tesla's Q1 investor letter boasted that Solar Roof installations \"grew 9x compared to the same period last year,\" it neglected to provide an exact number of MW deployed. The Q2 update offered still less clarity, failing to mention even the growth rate other than to say that deployments \"grew substantially\" on a sequential and year-over-year basis.\nInvestor's Eye View\nWhatever way you slice it, Tesla’s seemingly endless struggle to launch a viable solar roof product at scale is problematic for a company that is valued based on a highly optimistic growth narrative. Tesla's market capitalization, which currently stands in excess of $670 billion, is nearly five times greater than that of Volkswagen AG (OTCPK:VWAGY), the world's largest automaker. That is in spite of the fact that Tesla currently has barely 5% of Volkswagen's annual automotive production capacity. In other words, Tesla is currently priced as if it will not only surpass the likes of Volkswagen in terms of production and sales volume, but will radically exceed them.\nWhile irrational exuberance about an EV-dominated future can explain some of Tesla's eye-watering share price, it is not the only factor. Tesla's valuation is also the result of the company's efforts to position itself as \"more than a car company.\" Solar has always been a core component of this narrative, yet it has failed to live up to the hype. Deployments remain far below the highs set half a decade ago, even as customer satisfaction has continued to fall.\nMoreover, the fundamental economics of Tesla's solar operations have always been shaky at best. Indeed, even as Tesla's automotive operations have inched toward breakeven, the margins for its solar business remain painfully negative. That is hardly a glowing endorsement of a business unit that is supposed to add to Tesla's value proposition, not detract from it.\nIn sum, Tesla's valuation is the product of high expectations and belief in the company's ability to expand its offerings far beyond the conventional automotive realm. Based on the performance of its solar energy business to date, it would seem prudent to revise some of those expectations downward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883067418,"gmtCreate":1631190886934,"gmtModify":1632884069583,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Looking good for Fed tapering","listText":"Looking good for Fed tapering","text":"Looking good for Fed tapering","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/883067418","repostId":"1146701240","repostType":4,"repost":{"id":"1146701240","kind":"news","pubTimestamp":1631190731,"share":"https://www.laohu8.com/m/news/1146701240?lang=&edition=full","pubTime":"2021-09-09 20:32","market":"us","language":"en","title":"U.S. Initial Jobless Claims Fall by Most Since Late June in Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1146701240","media":"Bloomberg","summary":"Applications for unemployment benefits dropped to pandemic low.\nLouisiana saw outsized impact in aft","content":"<ul>\n <li>Applications for unemployment benefits dropped to pandemic low.</li>\n <li>Louisiana saw outsized impact in aftermath of Hurricane Ida.</li>\n</ul>\n<p>(Sept 9)&nbsp;Applications for U.S. state unemployment benefits fell last week by the most since late June as the labor market continues toward a full recovery.</p>\n<p>Initial unemployment claims in regular state programs decreased to 310,000 in the week ended Sept. 4, Labor Department data showed Thursday. The median estimate in a Bloomberg survey of economists called for a slight decrease to 335,000 new applications.</p>\n<p><img src=\"https://static.tigerbbs.com/5fa24a1474d428a7e9221527835f3140\" tg-width=\"620\" tg-height=\"348\" referrerpolicy=\"no-referrer\">Continuing claims for state benefits fell to 2.78 million in the week ended Aug. 28.</p>\n<p>Initial claims have declined steadily as vaccination progress and reopenings have increased demand for workers. Still, claims are higher than pre-pandemic levels, and economists expect economic growth to slow in the third quarter as stimulus spending moderates.</p>\n<p>The recent surge in Covid-19 infections risks interrupting a steady recovery in the labor market, especially if outbreaks prompt school districts to reconsider in-person schooling.</p>\n<p>Unadjusted initial claims in Missouri, Georgia and New York saw the biggest decreases last week. Claims rose by more than 7,200 in Louisiana, one of the states hit hardest by Hurricane Ida last week. The storm caused deaths, damage and massive power outages as it passed through the eastern U.S.</p>\n<p>Federal pandemic unemployment benefits ended by Sept. 6 in all states. The White House has said it will not extend jobless aid further, but states can use pandemic relief funds to provide additional assistance to unemployed workers.</p>\n<p>Claims for pandemic unemployment assistance fell by more than 6,000 as the program is phased out.</p>\n<p>The data follow last week’s employment report, which showed U.S. hiring downshiftedabruptlyin August with the smallest jobs gain in seven months.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Initial Jobless Claims Fall by Most Since Late June in Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Initial Jobless Claims Fall by Most Since Late June in Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-09 20:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-09-09/u-s-initial-jobless-claims-fell-more-than-forecast-last-week?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Applications for unemployment benefits dropped to pandemic low.\nLouisiana saw outsized impact in aftermath of Hurricane Ida.\n\n(Sept 9) Applications for U.S. state unemployment benefits fell last week ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-09-09/u-s-initial-jobless-claims-fell-more-than-forecast-last-week?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2021-09-09/u-s-initial-jobless-claims-fell-more-than-forecast-last-week?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146701240","content_text":"Applications for unemployment benefits dropped to pandemic low.\nLouisiana saw outsized impact in aftermath of Hurricane Ida.\n\n(Sept 9) Applications for U.S. state unemployment benefits fell last week by the most since late June as the labor market continues toward a full recovery.\nInitial unemployment claims in regular state programs decreased to 310,000 in the week ended Sept. 4, Labor Department data showed Thursday. The median estimate in a Bloomberg survey of economists called for a slight decrease to 335,000 new applications.\nContinuing claims for state benefits fell to 2.78 million in the week ended Aug. 28.\nInitial claims have declined steadily as vaccination progress and reopenings have increased demand for workers. Still, claims are higher than pre-pandemic levels, and economists expect economic growth to slow in the third quarter as stimulus spending moderates.\nThe recent surge in Covid-19 infections risks interrupting a steady recovery in the labor market, especially if outbreaks prompt school districts to reconsider in-person schooling.\nUnadjusted initial claims in Missouri, Georgia and New York saw the biggest decreases last week. Claims rose by more than 7,200 in Louisiana, one of the states hit hardest by Hurricane Ida last week. The storm caused deaths, damage and massive power outages as it passed through the eastern U.S.\nFederal pandemic unemployment benefits ended by Sept. 6 in all states. The White House has said it will not extend jobless aid further, but states can use pandemic relief funds to provide additional assistance to unemployed workers.\nClaims for pandemic unemployment assistance fell by more than 6,000 as the program is phased out.\nThe data follow last week’s employment report, which showed U.S. hiring downshiftedabruptlyin August with the smallest jobs gain in seven months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805565824,"gmtCreate":1627892576368,"gmtModify":1633755538242,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Premarket price drop after announcement.. why?","listText":"Premarket price drop after announcement.. why?","text":"Premarket price drop after announcement.. why?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805565824","repostId":"1193646270","repostType":4,"repost":{"id":"1193646270","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627891794,"share":"https://www.laohu8.com/m/news/1193646270?lang=&edition=full","pubTime":"2021-08-02 16:09","market":"us","language":"en","title":"NIO delivered 7,931 vehicles in July 2021, and rose 1% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1193646270","media":"Tiger Newspress","summary":" $NIO Inc.$ delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.","content":"<p>(August&nbsp;2)&nbsp;<a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.</p>\n<p>NIO rose about 1% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/29ee37756815b9785621385b00cfc549\" tg-width=\"629\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO delivered 7,931 vehicles in July 2021, and rose 1% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO delivered 7,931 vehicles in July 2021, and rose 1% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-02 16:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(August&nbsp;2)&nbsp;<a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.</p>\n<p>NIO rose about 1% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/29ee37756815b9785621385b00cfc549\" tg-width=\"629\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193646270","content_text":"(August 2) NIO Inc. delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.\nNIO rose about 1% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167136519,"gmtCreate":1624251194431,"gmtModify":1634008854420,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Talk this.. talk that... end up Hold..Kns","listText":"Talk this.. talk that... end up Hold..Kns","text":"Talk this.. talk that... end up Hold..Kns","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/167136519","repostId":"1175906479","repostType":4,"repost":{"id":"1175906479","kind":"news","pubTimestamp":1624242000,"share":"https://www.laohu8.com/m/news/1175906479?lang=&edition=full","pubTime":"2021-06-21 10:20","market":"us","language":"en","title":"Apple: Winter Is Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1175906479","media":"seekingalpha","summary":"Apple's stock has rallied 449% in the last five years, outperforming the 102% rise in the S&P 500 over the same period.I initiate Apple with a Neutral rating and a fair value of $111.42/share .In the enterprise market, customers across many industries are accelerating their adoption of iPhone 12 and 5G as a key platform for the future of their business. Delta Airlines, for example, is putting iPhone 12 and 5G connectivity into the hands of flight attendants so they can provide the best passenger","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple's stock has rallied 449% in the last five years, outperforming the 102% rise in the S&amp;P 500 over the same period.</li>\n <li>I initiate Apple with a Neutral rating and a fair value of $111.42/share (vs. the current price of $131.7/share).</li>\n <li>From the technical analysis point of view, the stock price is following its ascending triangle pattern and it is heading to the price target of $137/share.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4dc5052119e6bbc5b693cf7385d8738\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\"><span>Michael M. Santiago/Getty Images NewsCompany Overview</span></p>\n<p>Apple Inc (AAPL) stock has rallied 449% in the last five years, outperforming the 102% rise in the S&amp;P 500 over the same period. An outstanding return supported by underlying fundamentals. In particular, I would like to start the analysis with the latter.</p>\n<p>Over the last two decades, the dominant driver of Apple's success has been the iPhone. In 2016, iPhones accounted for 63% of total sales. This was a problem for Apple, and they knew it. The problem existed due to two main factors: first, the smartphone business was mature (with low growth rates); second, it was (and it is) a highly competitive business. However, Apple had something other competitors didn't have, a big iPhone owner base (which allows to sell more services for instance). Through the years Apple has been able to effectively diversify its revenue stream and it currently presents the structure represented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4602be0c6fa92191baf04a7496c4e024\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p>\n<p>Let's now take a look at each of these segments:</p>\n<p><b>1. iPhone</b></p>\n<p>From 2016 to 2020, the iPhone segment grew at a CAGR of 0.20% and it changed from representing 63.4% (2016) of total sales to 51% (\"TTM\"). I present below the growth rate for the iPhone segment over the last 5 years (2016-TTM).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/916b48499e3e3ed2c0c167af3ba62bdb\" tg-width=\"607\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest10-K report</span></p>\n<p>So far this year the iPhone segment is showing a growth rate of 18.5% TTM, fueled by the new family of iPhone12 with 5G capabilities, and with interesting data coming from China. I believe that the transition to 5G will be the main driver of the growth in this segment. In this manner, I would like to report a piece of the transcript from theQ2 earnings call.</p>\n<blockquote>\n <i>In the enterprise market, customers across many industries are accelerating their adoption of iPhone 12 and 5G as a key platform for the future of their business. Delta Airlines, for example, is putting iPhone 12 and 5G connectivity into the hands of flight attendants so they can provide the best passenger service possible as air travel rebounds.Openreach in the U.K. has started equipping tens of thousands of field engineers with iPhone 12 to speed up their deployment of broadband services to homes around the country. And UCHealth, a large health care provider in Colorado, was able to reduce per patient vaccination time from 3 minutes to only 30 seconds largely by moving from PC stations to iPhones. This has allowed their staff to rapidly scan and register new patients and vastly increase their daily vaccination capacity.</i>\n</blockquote>\n<p><b>2. iPad</b></p>\n<p>As it was in the past, the iPad segment is more or less a constant number as a % of total sales, 9.6% in 2016 vs 9.1% TTM. From 2016 to 2020, the iPad segment grew at a CAGR of 3.56% (with an improving overall trend). I present below the growth rate for the iPad segment over the last 5 years (2016-TTM).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6faf9ddb8d29d662fcaa46bbda862f48\" tg-width=\"616\" tg-height=\"360\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p>\n<p>The TTM numbers show us an interesting picture with a growth rate of 24.9% TTM for the iPad segment which are driven by 3 factors: the M1 chip, the new 5G capabilities, and the fact that we were all at home. I see a lot of ways in which this new generation of iPads can be implemented. However, I also have to admit that there is a big player swimming in the same sea, the new 2-1 Laptops. The new 2-1 Laptops are a very interesting solution for those looking to have the best of the two worlds. In this last view, the iPad segment may represent a lower % of total sales, around 7.8% (vs current 9.1%).</p>\n<p><b>3. Mac</b></p>\n<p>From 2016 to 2020, the Mac segment grew at a CAGR of 5.81%, and also here, as it is for the iPad segment, the Mac segment represents a more or less constant number as % of total sales 10.6% in 2016 vs 10.4% TTM. I present below the growth rate for the Mac segment over the last 5 years (2016-TTM).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2494d89c1d5cd70a4cf0c5fb31fb20a\" tg-width=\"614\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p>\n<p>The generation of new Macs powered by the M1 chip seems to be appreciated by the customers, in fact, the Mac segment presents a growth rate of 18.4% TTM so far this year. I personally tried this new generation of Macs and I have to admit, Apple knows very well how to delight its customers. Personal PCs are a highly competitive market and, even if I like and I use Apple products, I prefer to work with a Lenovo.</p>\n<p><b>4. Wearables, Home, and Accessories (WH&amp;A)</b></p>\n<p>The Wearables, Home, and Accessories segment includes sales of AirPods, Apple TV, Apple Watch, Beats products, HomePod, etc. This is where it gets interesting. From 2016 to 2020, the WH&amp;A segment grew at a CAGR of 28.78%, and it changed from representing only 5.2% of total sales in 2016 to represent 10.8% TTM. I present below the growth rate for the WH&amp;A segment over the last 5 years (2016-TTM).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e16432a1ae66aa9dda7a4f969a9cfcdf\" tg-width=\"607\" tg-height=\"357\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p>\n<p>The WH&amp;A segment is showing a growth rate of 14.7% TTM driven by a strong performance from both Apple Watch Series 6 and Apple Watch SE. Apple Watch may have a very bright future in the years ahead, driven by Apple entering into the healthcare market. In fact, it can be used to monitor the health status of the person. Imagine you being close to having a heart attack, your Apple Watch may call an ambulance and save your life, not bad no? Finally, let's don't forget also the launch of Apple TV 4K and of the newest accessory, AirTag (I don't see a market for the latter, but I may be wrong).</p>\n<p><b>5. Services</b></p>\n<p>Services include sales from the Company’s advertising, AppleCare, digital content, and other services. From 2016 to 2020, the Services segment grew at a CAGR of 21.9% and it changed from representing 11.3% of total sales in 2016 to represent 18.6% TTM. I present below the growth rate for the Services segment over the last 5 years (2016-TTM).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af34eb1ba8fffd690a75318f8cf805f7\" tg-width=\"610\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p>\n<p>To date, the Services segment is showing a growth rate of 12.3% TTM. The growth is driven by App Store, Cloud Services, Music, Advertising, and Payment Services. The new services, Apple TV+, Apple Arcade, Apple News+, and Apple Card, are also starting to contribute to overall services growth, and continue to add users, content, and features. I believe that in the future, the Services segment will be the company's dominant segment. Below I present an interesting part I extrapolated from theQ4 earnings call.</p>\n<blockquote>\n <i>First, our installed base continues to grow and is at an all-time high across each major product category. Second, the number of both transacting and paid accounts on our digital content stores reached a new all-time high during the September quarter, with paid accounts increasing double digits in each of our geographic segments.Third, paid subscriptions grew more than 35 million sequentially, and we now have over 585 million paid subscriptions across the services on our platform, up 135 million from just a year ago. With this momentum, we are very confident to reach and exceed our increased target of 600 million paid subscriptions before the end of calendar 2020.</i>\n</blockquote>\n<p><b>Company Analysis</b></p>\n<p>I initiate Apple with a Neutral rating and a fair value of $111.42/share (vs. the current price of $131.7/share). The fair value is an algorithm-adjusted value that accounts for different factors, fundamental and technical (e.g. DCF fair value, Momentum, etc.), and so it takes into consideration the Mr. Market mood. At the same time, the fair value which I obtained through the DCF model is equal to $105.68/share. Now before showing the results, the numbers used as the base are the trailing twelve-month numbers. Moreover, I also restated the financials since I capitalized on R&amp;D expenses with an amortizable life of 3 years. I don't believe that in the case of Apple, R&amp;D is an operating expense and for this reason, I treat it as CapEx. By taking into account the R&amp;D, the following metrics have been restated (all numbers in $mm).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7a2222a8e8b9088e619b0b971193a1f\" tg-width=\"569\" tg-height=\"262\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p>\n<p>It is very important to capitalize on R&amp;D expense, if we don't, we are just keeping the company's biggest asset off-balance sheet.</p>\n<p><b>Discounted Cash Flow Model</b></p>\n<p>Now, let's turn to the discounted cash flow valuation part. Below, you can see the results with the relative assumptions I have made.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2da633d931f51b493d897d9c87ecee5\" tg-width=\"640\" tg-height=\"262\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p>\n<p>Now, this time I also present along with my estimates three possible scenarios:</p>\n<ul>\n <li><i>Base Case Scenario</i>: The above DCF model represents my base case scenario. In the base case scenario, I assume the drivers of growth to be: the iPhone segment (driven by 5G transition), the Services segment (driven by a broader customer base), and the new powered M1 Macs segment. Under this scenario, I assume a Y1 growth rate of 12%, a CAGR Y2-Y5 of 7.1%, and a target operating margin in Y10 of 27%. The DCF fair value under this scenario is $105.68/share.</li>\n <li><i>Best Case Scenario</i>: The business is booming! In the best-case scenario, I see again as the main drivers the one which I described for the base case scenario, however, in addition, I see a greater market penetration in China. Over the last 5 years, we can observe a falling pattern for sales in China, however, this year sales jumped 39.7% (with the iPhone segment rising substantially). Under this scenario, I assume a Y1 growth rate of 14%, a CAGR Y2-Y5 of 9.1%, and a target operating margin in Y10 of 30%. The DCF fair value under this scenario is $130.32/share.</li>\n <li><i>Worst Case Scenario</i>: Well, this is a scenario that I would like to call like \"mature company scenario\". Under this scenario I see Apple growing a little above the growth rate of the economy and for this reason, I assume a Y1 growth rate of 10%, a CAGR Y2-Y5 of 3.1%, and a target operating margin in Y10 of 25%. The DCF fair value under this scenario is $81.03/share.</li>\n</ul>\n<p>Finally, for each scenario, I see Apple entering into the health care market with its Apple Watch. As you can imagine, I assign a different likelihood of market penetration in each of these scenarios.</p>\n<p><b>Sensitivity Analysis</b></p>\n<p>Moreover, I also would like to provide the sensitivity analysis for the base case scenario.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95f00eba768526d07d68fd846ecf998d\" tg-width=\"640\" tg-height=\"462\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p>\n<p><b>Technical Analysis</b></p>\n<p>From the technical analysis point of view, I don't see any problem yet. The stock price is in a bullish mode, currently within an ascending triangle pattern. As of right now, the stock price is following its pattern and it is heading to the price target of $137/share or point D, where it is likely to bounce and head back to point E. If this scenario happens, point E is usually the point where stock price bounces once again and from that point, the stock goes higher (it is just a technical analysis assumption, take it as is).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecf3e5f45dcb5e30b092c02bbf94d6f9\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"><span>Source:TradingView.com</span></p>\n<p><b>Final Thoughts</b></p>\n<p>Apple is a mature company that is able to see a problem and solve it years ahead. By looking at the fair value, computed under the base case scenario, we can argue that the stock is currently overvalued but not by that much. For what concern risks, the difference between the best-case and the worst-case scenario can be used as a proxy of risk. Taking this into consideration I don't see big reasoning to panic, however, it is also true that I see an upcoming correction for the market. Many indicators, technical and fundamental, are suggesting to me that the market is too heavy right now (even if the S&amp;P500 may go higher, perhaps in the 4400 area). To conclude, I don't think to close out my whole Apple position, however, I will close out 60% of it once it reaches my price target.</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: Winter Is Coming</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: Winter Is Coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 10:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435760-apple-stock-aapl-winter-is-coming><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple's stock has rallied 449% in the last five years, outperforming the 102% rise in the S&P 500 over the same period.\nI initiate Apple with a Neutral rating and a fair value of $111.42/...</p>\n\n<a href=\"https://seekingalpha.com/article/4435760-apple-stock-aapl-winter-is-coming\">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/4435760-apple-stock-aapl-winter-is-coming","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175906479","content_text":"Summary\n\nApple's stock has rallied 449% in the last five years, outperforming the 102% rise in the S&P 500 over the same period.\nI initiate Apple with a Neutral rating and a fair value of $111.42/share (vs. the current price of $131.7/share).\nFrom the technical analysis point of view, the stock price is following its ascending triangle pattern and it is heading to the price target of $137/share.\n\nMichael M. Santiago/Getty Images NewsCompany Overview\nApple Inc (AAPL) stock has rallied 449% in the last five years, outperforming the 102% rise in the S&P 500 over the same period. An outstanding return supported by underlying fundamentals. In particular, I would like to start the analysis with the latter.\nOver the last two decades, the dominant driver of Apple's success has been the iPhone. In 2016, iPhones accounted for 63% of total sales. This was a problem for Apple, and they knew it. The problem existed due to two main factors: first, the smartphone business was mature (with low growth rates); second, it was (and it is) a highly competitive business. However, Apple had something other competitors didn't have, a big iPhone owner base (which allows to sell more services for instance). Through the years Apple has been able to effectively diversify its revenue stream and it currently presents the structure represented below.\nSource:Author's estimates using data from the latest 10-K report\nLet's now take a look at each of these segments:\n1. iPhone\nFrom 2016 to 2020, the iPhone segment grew at a CAGR of 0.20% and it changed from representing 63.4% (2016) of total sales to 51% (\"TTM\"). I present below the growth rate for the iPhone segment over the last 5 years (2016-TTM).\nSource:Author's estimates using data from the latest10-K report\nSo far this year the iPhone segment is showing a growth rate of 18.5% TTM, fueled by the new family of iPhone12 with 5G capabilities, and with interesting data coming from China. I believe that the transition to 5G will be the main driver of the growth in this segment. In this manner, I would like to report a piece of the transcript from theQ2 earnings call.\n\nIn the enterprise market, customers across many industries are accelerating their adoption of iPhone 12 and 5G as a key platform for the future of their business. Delta Airlines, for example, is putting iPhone 12 and 5G connectivity into the hands of flight attendants so they can provide the best passenger service possible as air travel rebounds.Openreach in the U.K. has started equipping tens of thousands of field engineers with iPhone 12 to speed up their deployment of broadband services to homes around the country. And UCHealth, a large health care provider in Colorado, was able to reduce per patient vaccination time from 3 minutes to only 30 seconds largely by moving from PC stations to iPhones. This has allowed their staff to rapidly scan and register new patients and vastly increase their daily vaccination capacity.\n\n2. iPad\nAs it was in the past, the iPad segment is more or less a constant number as a % of total sales, 9.6% in 2016 vs 9.1% TTM. From 2016 to 2020, the iPad segment grew at a CAGR of 3.56% (with an improving overall trend). I present below the growth rate for the iPad segment over the last 5 years (2016-TTM).\nSource:Author's estimates using data from the latest 10-K report\nThe TTM numbers show us an interesting picture with a growth rate of 24.9% TTM for the iPad segment which are driven by 3 factors: the M1 chip, the new 5G capabilities, and the fact that we were all at home. I see a lot of ways in which this new generation of iPads can be implemented. However, I also have to admit that there is a big player swimming in the same sea, the new 2-1 Laptops. The new 2-1 Laptops are a very interesting solution for those looking to have the best of the two worlds. In this last view, the iPad segment may represent a lower % of total sales, around 7.8% (vs current 9.1%).\n3. Mac\nFrom 2016 to 2020, the Mac segment grew at a CAGR of 5.81%, and also here, as it is for the iPad segment, the Mac segment represents a more or less constant number as % of total sales 10.6% in 2016 vs 10.4% TTM. I present below the growth rate for the Mac segment over the last 5 years (2016-TTM).\nSource:Author's estimates using data from the latest 10-K report\nThe generation of new Macs powered by the M1 chip seems to be appreciated by the customers, in fact, the Mac segment presents a growth rate of 18.4% TTM so far this year. I personally tried this new generation of Macs and I have to admit, Apple knows very well how to delight its customers. Personal PCs are a highly competitive market and, even if I like and I use Apple products, I prefer to work with a Lenovo.\n4. Wearables, Home, and Accessories (WH&A)\nThe Wearables, Home, and Accessories segment includes sales of AirPods, Apple TV, Apple Watch, Beats products, HomePod, etc. This is where it gets interesting. From 2016 to 2020, the WH&A segment grew at a CAGR of 28.78%, and it changed from representing only 5.2% of total sales in 2016 to represent 10.8% TTM. I present below the growth rate for the WH&A segment over the last 5 years (2016-TTM).\nSource:Author's estimates using data from the latest 10-K report\nThe WH&A segment is showing a growth rate of 14.7% TTM driven by a strong performance from both Apple Watch Series 6 and Apple Watch SE. Apple Watch may have a very bright future in the years ahead, driven by Apple entering into the healthcare market. In fact, it can be used to monitor the health status of the person. Imagine you being close to having a heart attack, your Apple Watch may call an ambulance and save your life, not bad no? Finally, let's don't forget also the launch of Apple TV 4K and of the newest accessory, AirTag (I don't see a market for the latter, but I may be wrong).\n5. Services\nServices include sales from the Company’s advertising, AppleCare, digital content, and other services. From 2016 to 2020, the Services segment grew at a CAGR of 21.9% and it changed from representing 11.3% of total sales in 2016 to represent 18.6% TTM. I present below the growth rate for the Services segment over the last 5 years (2016-TTM).\nSource:Author's estimates using data from the latest 10-K report\nTo date, the Services segment is showing a growth rate of 12.3% TTM. The growth is driven by App Store, Cloud Services, Music, Advertising, and Payment Services. The new services, Apple TV+, Apple Arcade, Apple News+, and Apple Card, are also starting to contribute to overall services growth, and continue to add users, content, and features. I believe that in the future, the Services segment will be the company's dominant segment. Below I present an interesting part I extrapolated from theQ4 earnings call.\n\nFirst, our installed base continues to grow and is at an all-time high across each major product category. Second, the number of both transacting and paid accounts on our digital content stores reached a new all-time high during the September quarter, with paid accounts increasing double digits in each of our geographic segments.Third, paid subscriptions grew more than 35 million sequentially, and we now have over 585 million paid subscriptions across the services on our platform, up 135 million from just a year ago. With this momentum, we are very confident to reach and exceed our increased target of 600 million paid subscriptions before the end of calendar 2020.\n\nCompany Analysis\nI initiate Apple with a Neutral rating and a fair value of $111.42/share (vs. the current price of $131.7/share). The fair value is an algorithm-adjusted value that accounts for different factors, fundamental and technical (e.g. DCF fair value, Momentum, etc.), and so it takes into consideration the Mr. Market mood. At the same time, the fair value which I obtained through the DCF model is equal to $105.68/share. Now before showing the results, the numbers used as the base are the trailing twelve-month numbers. Moreover, I also restated the financials since I capitalized on R&D expenses with an amortizable life of 3 years. I don't believe that in the case of Apple, R&D is an operating expense and for this reason, I treat it as CapEx. By taking into account the R&D, the following metrics have been restated (all numbers in $mm).\nSource:Author's estimates using data from the latest 10-K report\nIt is very important to capitalize on R&D expense, if we don't, we are just keeping the company's biggest asset off-balance sheet.\nDiscounted Cash Flow Model\nNow, let's turn to the discounted cash flow valuation part. Below, you can see the results with the relative assumptions I have made.\nSource:Author's estimates using data from the latest 10-K report\nNow, this time I also present along with my estimates three possible scenarios:\n\nBase Case Scenario: The above DCF model represents my base case scenario. In the base case scenario, I assume the drivers of growth to be: the iPhone segment (driven by 5G transition), the Services segment (driven by a broader customer base), and the new powered M1 Macs segment. Under this scenario, I assume a Y1 growth rate of 12%, a CAGR Y2-Y5 of 7.1%, and a target operating margin in Y10 of 27%. The DCF fair value under this scenario is $105.68/share.\nBest Case Scenario: The business is booming! In the best-case scenario, I see again as the main drivers the one which I described for the base case scenario, however, in addition, I see a greater market penetration in China. Over the last 5 years, we can observe a falling pattern for sales in China, however, this year sales jumped 39.7% (with the iPhone segment rising substantially). Under this scenario, I assume a Y1 growth rate of 14%, a CAGR Y2-Y5 of 9.1%, and a target operating margin in Y10 of 30%. The DCF fair value under this scenario is $130.32/share.\nWorst Case Scenario: Well, this is a scenario that I would like to call like \"mature company scenario\". Under this scenario I see Apple growing a little above the growth rate of the economy and for this reason, I assume a Y1 growth rate of 10%, a CAGR Y2-Y5 of 3.1%, and a target operating margin in Y10 of 25%. The DCF fair value under this scenario is $81.03/share.\n\nFinally, for each scenario, I see Apple entering into the health care market with its Apple Watch. As you can imagine, I assign a different likelihood of market penetration in each of these scenarios.\nSensitivity Analysis\nMoreover, I also would like to provide the sensitivity analysis for the base case scenario.\nSource:Author's estimates using data from the latest 10-K report\nTechnical Analysis\nFrom the technical analysis point of view, I don't see any problem yet. The stock price is in a bullish mode, currently within an ascending triangle pattern. As of right now, the stock price is following its pattern and it is heading to the price target of $137/share or point D, where it is likely to bounce and head back to point E. If this scenario happens, point E is usually the point where stock price bounces once again and from that point, the stock goes higher (it is just a technical analysis assumption, take it as is).\nSource:TradingView.com\nFinal Thoughts\nApple is a mature company that is able to see a problem and solve it years ahead. By looking at the fair value, computed under the base case scenario, we can argue that the stock is currently overvalued but not by that much. For what concern risks, the difference between the best-case and the worst-case scenario can be used as a proxy of risk. Taking this into consideration I don't see big reasoning to panic, however, it is also true that I see an upcoming correction for the market. Many indicators, technical and fundamental, are suggesting to me that the market is too heavy right now (even if the S&P500 may go higher, perhaps in the 4400 area). To conclude, I don't think to close out my whole Apple position, however, I will close out 60% of it once it reaches my price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885339606,"gmtCreate":1631755705905,"gmtModify":1632806387559,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Good start","listText":"Good start","text":"Good start","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/885339606","repostId":"2167591016","repostType":4,"repost":{"id":"2167591016","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1631754216,"share":"https://www.laohu8.com/m/news/2167591016?lang=&edition=full","pubTime":"2021-09-16 09:03","market":"us","language":"en","title":"TSG-backed Dutch Bros valued at over $5 billion in NYSE debut","url":"https://stock-news.laohu8.com/highlight/detail?id=2167591016","media":"Reuters","summary":"(Reuters) - Shares of Dutch Bros Inc, which is backed by private equity firm TSG, rose over 41% in t","content":"<p>(Reuters) - Shares of Dutch Bros Inc, which is backed by private equity firm TSG, rose over 41% in their stock market debut on Wednesday, valuing the coffee chain at $5.36 billion.</p>\n<p>Shares opened at $32.5, compared to the initial public offering price of $23 per share.</p>\n<p>Dutch Bros was founded in 1992 by brothers Dane and Travis Boersma, third-generation dairy farmers who were forced to leave the business due to industry-wide disruption. They started experimenting with coffee beans and began selling espresso from a pushcart by the railroad tracks in Grants Pass, Oregon, which is still the company’s headquarters.</p>\n<p>The coffee chain sold 21.1 million shares in its IPO on Tuesday, raising about $484 million. The IPO was priced above Dutch Bros’ earlier targeted price range of $18 per share to $20 per share.</p>\n<p>Travis Boersma holds majority voting power in the company after the IPO. TSG, which bought a minority stake in the company in 2018 for an undisclosed sum, holds about 22.2% of Dutch Bros.</p>\n<p>The company bought its first drive-thru in 1994 and has expanded to 470 drive-thru locations across 11 states. Dutch Bros and its franchise partners employ more than 16,500 people.</p>\n<p>For the six months ended June 30, the company’s franchising and other revenue rose 13% to $47.1 million compared to a year earlier, when it saw a decline in same-shop sales due to the COVID-19 pandemic and the West Coast wildfires.</p>\n<p>BofA Securities, J.P. Morgan and Jefferies were the offering’s lead underwriters.</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>TSG-backed Dutch Bros valued at over $5 billion in NYSE debut</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\">\nTSG-backed Dutch Bros valued at over $5 billion in NYSE debut\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-09-16 09:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Reuters) - Shares of Dutch Bros Inc, which is backed by private equity firm TSG, rose over 41% in their stock market debut on Wednesday, valuing the coffee chain at $5.36 billion.</p>\n<p>Shares opened at $32.5, compared to the initial public offering price of $23 per share.</p>\n<p>Dutch Bros was founded in 1992 by brothers Dane and Travis Boersma, third-generation dairy farmers who were forced to leave the business due to industry-wide disruption. They started experimenting with coffee beans and began selling espresso from a pushcart by the railroad tracks in Grants Pass, Oregon, which is still the company’s headquarters.</p>\n<p>The coffee chain sold 21.1 million shares in its IPO on Tuesday, raising about $484 million. The IPO was priced above Dutch Bros’ earlier targeted price range of $18 per share to $20 per share.</p>\n<p>Travis Boersma holds majority voting power in the company after the IPO. TSG, which bought a minority stake in the company in 2018 for an undisclosed sum, holds about 22.2% of Dutch Bros.</p>\n<p>The company bought its first drive-thru in 1994 and has expanded to 470 drive-thru locations across 11 states. Dutch Bros and its franchise partners employ more than 16,500 people.</p>\n<p>For the six months ended June 30, the company’s franchising and other revenue rose 13% to $47.1 million compared to a year earlier, when it saw a decline in same-shop sales due to the COVID-19 pandemic and the West Coast wildfires.</p>\n<p>BofA Securities, J.P. Morgan and Jefferies were the offering’s lead underwriters.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BROS":"Dutch Bros Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167591016","content_text":"(Reuters) - Shares of Dutch Bros Inc, which is backed by private equity firm TSG, rose over 41% in their stock market debut on Wednesday, valuing the coffee chain at $5.36 billion.\nShares opened at $32.5, compared to the initial public offering price of $23 per share.\nDutch Bros was founded in 1992 by brothers Dane and Travis Boersma, third-generation dairy farmers who were forced to leave the business due to industry-wide disruption. They started experimenting with coffee beans and began selling espresso from a pushcart by the railroad tracks in Grants Pass, Oregon, which is still the company’s headquarters.\nThe coffee chain sold 21.1 million shares in its IPO on Tuesday, raising about $484 million. The IPO was priced above Dutch Bros’ earlier targeted price range of $18 per share to $20 per share.\nTravis Boersma holds majority voting power in the company after the IPO. TSG, which bought a minority stake in the company in 2018 for an undisclosed sum, holds about 22.2% of Dutch Bros.\nThe company bought its first drive-thru in 1994 and has expanded to 470 drive-thru locations across 11 states. Dutch Bros and its franchise partners employ more than 16,500 people.\nFor the six months ended June 30, the company’s franchising and other revenue rose 13% to $47.1 million compared to a year earlier, when it saw a decline in same-shop sales due to the COVID-19 pandemic and the West Coast wildfires.\nBofA Securities, J.P. Morgan and Jefferies were the offering’s lead underwriters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818546471,"gmtCreate":1630421867793,"gmtModify":1633678171710,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Watch out samsung","listText":"Watch out samsung","text":"Watch out samsung","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818546471","repostId":"1118277523","repostType":4,"repost":{"id":"1118277523","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630418634,"share":"https://www.laohu8.com/m/news/1118277523?lang=&edition=full","pubTime":"2021-08-31 22:03","market":"us","language":"en","title":"Apple shares fell 1.04% in early trading as S.Korea's parliament passing bill to curb Apple commission dominance","url":"https://stock-news.laohu8.com/highlight/detail?id=1118277523","media":"Tiger Newspress","summary":"South Korea's parliament on Tuesday approved a bill that bans major app store operators such as Google and Apple from forcing software developers to use their payment systems, effectively stopping them from charging commissions on in-app purchases.It is the first such curb by a major economy on the likes of Apple Inc and Alphabet Inc's Google, which face global criticism for requiring the use of proprietary payment systems that charge commissions of up to 30%.","content":"<p>Apple&nbsp;shares&nbsp;fell&nbsp;1.04%&nbsp;in&nbsp;early&nbsp;trading&nbsp;as&nbsp;S.Korea's parliament passing bill to curb&nbsp;Apple commission dominance.</p>\n<p><img src=\"https://static.tigerbbs.com/dddfac227e4c05029904982112eb7573\" tg-width=\"883\" tg-height=\"617\" width=\"100%\" height=\"auto\">South Korea's parliament on Tuesday approved a bill that bans major app store operators such as Google and Apple from forcing software developers to use their payment systems, effectively stopping them from charging commissions on in-app purchases.</p>\n<p>It is the first such curb by a major economy on the likes of Apple Inc&nbsp;and Alphabet Inc's&nbsp;Google, which face global criticism for requiring the use of proprietary payment systems that charge commissions of up to 30%.</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 shares fell 1.04% in early trading as S.Korea's parliament passing bill to curb Apple commission dominance</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 shares fell 1.04% in early trading as S.Korea's parliament passing bill to curb Apple commission dominance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-31 22:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple&nbsp;shares&nbsp;fell&nbsp;1.04%&nbsp;in&nbsp;early&nbsp;trading&nbsp;as&nbsp;S.Korea's parliament passing bill to curb&nbsp;Apple commission dominance.</p>\n<p><img src=\"https://static.tigerbbs.com/dddfac227e4c05029904982112eb7573\" tg-width=\"883\" tg-height=\"617\" width=\"100%\" height=\"auto\">South Korea's parliament on Tuesday approved a bill that bans major app store operators such as Google and Apple from forcing software developers to use their payment systems, effectively stopping them from charging commissions on in-app purchases.</p>\n<p>It is the first such curb by a major economy on the likes of Apple Inc&nbsp;and Alphabet Inc's&nbsp;Google, which face global criticism for requiring the use of proprietary payment systems that charge commissions of up to 30%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118277523","content_text":"Apple shares fell 1.04% in early trading as S.Korea's parliament passing bill to curb Apple commission dominance.\nSouth Korea's parliament on Tuesday approved a bill that bans major app store operators such as Google and Apple from forcing software developers to use their payment systems, effectively stopping them from charging commissions on in-app purchases.\nIt is the first such curb by a major economy on the likes of Apple Inc and Alphabet Inc's Google, which face global criticism for requiring the use of proprietary payment systems that charge commissions of up to 30%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899297869,"gmtCreate":1628192259951,"gmtModify":1631885102037,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Time to short","listText":"Time to short","text":"Time to short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899297869","repostId":"1117772028","repostType":4,"repost":{"id":"1117772028","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628174192,"share":"https://www.laohu8.com/m/news/1117772028?lang=&edition=full","pubTime":"2021-08-05 22:36","market":"us","language":"en","title":"Airline shares, Carnival stocks rally in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1117772028","media":"Tiger Newspress","summary":"(Aug&nbsp;5)&nbsp;Airline shares, Carnival stocks&nbsp;rally&nbsp;in&nbsp;morning&nbsp;trading.","content":"<p>(Aug&nbsp;5)&nbsp;Airline shares, Carnival stocks&nbsp;rally&nbsp;in&nbsp;morning&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/42a38b66aa352091811cb924ece1b676\" tg-width=\"374\" tg-height=\"366\" width=\"100%\" height=\"auto\"></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>Airline shares, Carnival stocks rally in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nAirline shares, Carnival stocks rally in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-05 22:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug&nbsp;5)&nbsp;Airline shares, Carnival stocks&nbsp;rally&nbsp;in&nbsp;morning&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/42a38b66aa352091811cb924ece1b676\" tg-width=\"374\" tg-height=\"366\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117772028","content_text":"(Aug 5) Airline shares, Carnival stocks rally in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162905876,"gmtCreate":1624029948195,"gmtModify":1634023826672,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Why???","listText":"Why???","text":"Why???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/162905876","repostId":"1192473918","repostType":4,"repost":{"id":"1192473918","kind":"news","pubTimestamp":1624029343,"share":"https://www.laohu8.com/m/news/1192473918?lang=&edition=full","pubTime":"2021-06-18 23:15","market":"us","language":"en","title":"PLTR Stock: The Palantir-FAA Deal News Should Have Investors Smiling Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1192473918","media":"investorplace","summary":"Palantir Technologies(NYSE:PLTR) stock is on the move Friday following news of a deal with the Feder","content":"<p><b>Palantir Technologies</b>(NYSE:<b><u>PLTR</u></b>) stock is on the move Friday following news of a deal with the Federal Aviation Administration (FAA).</p>\n<p>The goal of this deal is toassist the FAA in modernizing its ” objectives for aviation safety.”This will have Palantir Technologies providing the agency with a data analyzing tool to help with that effort.</p>\n<p>According to a news release, this will have Palantir Technologies monitoring various safety aspects for the FAA. That includes reintegrating the 737 MAX fleet back into service after it was suspended due to fatal crashes.</p>\n<p>Palantir Technologies’ deal with the FAA is set to last for one year. However, there’s also the option to extend it by up to two years. The agreement has a maximum value of $18.4 million.</p>\n<p>Akash Jain, president of Palantir USG, said the following about the agreement with the FAA that should have PLTR stock gaining today.</p>\n<blockquote>\n “We are proud to be partnering with the Federal Aviation Administration to support their critical safety mission.”\n</blockquote>\n<p>The fact that PLTR stock is actually moving lower today despite this news is strange. The company’s shares did start off rising in early morning trading, but quickly fell back down to yesterday’s close before dipping even lower.</p>\n<p>It’s also worth noting that trading volume isn’t taking off on news of the FAA deal, either. As of this writing, more than 20 million shares of PLTR stock had changed hands. That’s still well below the company’s daily average trading volume of 57.8 million shares.</p>\n<p>PLTR stock was down 1.1% as of Friday morning.</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>PLTR Stock: The Palantir-FAA Deal News Should Have Investors Smiling Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPLTR Stock: The Palantir-FAA Deal News Should Have Investors Smiling Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/pltr-stock-the-palantir-faa-deal-news-should-have-investors-smiling-today/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies(NYSE:PLTR) stock is on the move Friday following news of a deal with the Federal Aviation Administration (FAA).\nThe goal of this deal is toassist the FAA in modernizing its ” ...</p>\n\n<a href=\"https://investorplace.com/2021/06/pltr-stock-the-palantir-faa-deal-news-should-have-investors-smiling-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2021/06/pltr-stock-the-palantir-faa-deal-news-should-have-investors-smiling-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192473918","content_text":"Palantir Technologies(NYSE:PLTR) stock is on the move Friday following news of a deal with the Federal Aviation Administration (FAA).\nThe goal of this deal is toassist the FAA in modernizing its ” objectives for aviation safety.”This will have Palantir Technologies providing the agency with a data analyzing tool to help with that effort.\nAccording to a news release, this will have Palantir Technologies monitoring various safety aspects for the FAA. That includes reintegrating the 737 MAX fleet back into service after it was suspended due to fatal crashes.\nPalantir Technologies’ deal with the FAA is set to last for one year. However, there’s also the option to extend it by up to two years. The agreement has a maximum value of $18.4 million.\nAkash Jain, president of Palantir USG, said the following about the agreement with the FAA that should have PLTR stock gaining today.\n\n “We are proud to be partnering with the Federal Aviation Administration to support their critical safety mission.”\n\nThe fact that PLTR stock is actually moving lower today despite this news is strange. The company’s shares did start off rising in early morning trading, but quickly fell back down to yesterday’s close before dipping even lower.\nIt’s also worth noting that trading volume isn’t taking off on news of the FAA deal, either. As of this writing, more than 20 million shares of PLTR stock had changed hands. That’s still well below the company’s daily average trading volume of 57.8 million shares.\nPLTR stock was down 1.1% as of Friday morning.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837230735,"gmtCreate":1629891183827,"gmtModify":1633681696026,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Waiting patiently","listText":"Waiting patiently","text":"Waiting patiently","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/837230735","repostId":"1187404724","repostType":4,"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831617898,"gmtCreate":1629320000914,"gmtModify":1633685787715,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831617898","repostId":"2160758748","repostType":2,"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163834176,"gmtCreate":1623867627495,"gmtModify":1634026731787,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/163834176","repostId":"2143912677","repostType":4,"repost":{"id":"2143912677","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623849532,"share":"https://www.laohu8.com/m/news/2143912677?lang=&edition=full","pubTime":"2021-06-16 21:18","market":"us","language":"en","title":"Alphabet's Waymo raises $2.5 bln in funding round","url":"https://stock-news.laohu8.com/highlight/detail?id=2143912677","media":"Reuters","summary":"June 16  - Alphabet Inc's self-driving unit Waymo said on Wednesday it raised $2.5 billion in a funding round with participation from Alphabet, Andreessen Horowitz, Silver Lake, and Tiger Global, among others.Waymo, which was formed in 2009 as a project within Alphabet's Google unit, is widely considered the leader in developing self-driving technology.According to investor website PitchBook, the company is valued at just over $30 billion. Alphabet did not immediately comment on the unit's lates","content":"<p>June 16 (Reuters) - Alphabet Inc's self-driving unit Waymo said on Wednesday it raised $2.5 billion in a funding round with participation from Alphabet, Andreessen Horowitz, Silver Lake, and Tiger Global, among others.</p>\n<p>Waymo, which was formed in 2009 as a project within Alphabet's Google unit, is widely considered the leader in developing self-driving technology.</p>\n<p>According to investor website PitchBook, the company is valued at just over $30 billion. Alphabet did not immediately comment on the unit's latest valuation.</p>\n<p>The funds from the round, which included more than 10 participants, will be used for advancing Waymo Driver, the company's autonomous driving technology, and to grow Waymo's team, the company said. ()</p>\n<p>Waymo is the first to self-operate a fully autonomous, public ride-hailing service, Waymo One. It has been self-driving vehicles in Metro Phoenix, San Francisco and the Bay Area.</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>Alphabet's Waymo raises $2.5 bln in funding round</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\">\nAlphabet's Waymo raises $2.5 bln in funding round\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-16 21:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 16 (Reuters) - Alphabet Inc's self-driving unit Waymo said on Wednesday it raised $2.5 billion in a funding round with participation from Alphabet, Andreessen Horowitz, Silver Lake, and Tiger Global, among others.</p>\n<p>Waymo, which was formed in 2009 as a project within Alphabet's Google unit, is widely considered the leader in developing self-driving technology.</p>\n<p>According to investor website PitchBook, the company is valued at just over $30 billion. Alphabet did not immediately comment on the unit's latest valuation.</p>\n<p>The funds from the round, which included more than 10 participants, will be used for advancing Waymo Driver, the company's autonomous driving technology, and to grow Waymo's team, the company said. ()</p>\n<p>Waymo is the first to self-operate a fully autonomous, public ride-hailing service, Waymo One. It has been self-driving vehicles in Metro Phoenix, San Francisco and the Bay Area.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GM":"通用汽车","GOOG":"谷歌"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143912677","content_text":"June 16 (Reuters) - Alphabet Inc's self-driving unit Waymo said on Wednesday it raised $2.5 billion in a funding round with participation from Alphabet, Andreessen Horowitz, Silver Lake, and Tiger Global, among others.\nWaymo, which was formed in 2009 as a project within Alphabet's Google unit, is widely considered the leader in developing self-driving technology.\nAccording to investor website PitchBook, the company is valued at just over $30 billion. Alphabet did not immediately comment on the unit's latest valuation.\nThe funds from the round, which included more than 10 participants, will be used for advancing Waymo Driver, the company's autonomous driving technology, and to grow Waymo's team, the company said. ()\nWaymo is the first to self-operate a fully autonomous, public ride-hailing service, Waymo One. It has been self-driving vehicles in Metro Phoenix, San Francisco and the Bay Area.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886447206,"gmtCreate":1631621083005,"gmtModify":1631883944375,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Hahaha.. damn fragile..&nbsp;The other day Citi cover buy rating - upToday Morgan said otherwise - drop 5%Hey GS.. I am waiting for your call.","listText":"Hahaha.. damn fragile..&nbsp;The other day Citi cover buy rating - upToday Morgan said otherwise - drop 5%Hey GS.. I am waiting for your call.","text":"Hahaha.. damn fragile.. The other day Citi cover buy rating - upToday Morgan said otherwise - drop 5%Hey GS.. I am waiting for your call.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886447206","repostId":"1156414484","repostType":4,"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837297722,"gmtCreate":1629891017066,"gmtModify":1633681696469,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Wow..&nbsp; looks like Mr. Jerome can make his decision as easy as you.&nbsp;","listText":"Wow..&nbsp; looks like Mr. Jerome can make his decision as easy as you.&nbsp;","text":"Wow.. looks like Mr. Jerome can make his decision as easy as you.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/837297722","repostId":"1126078997","repostType":4,"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892584246,"gmtCreate":1628672961285,"gmtModify":1633745222993,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Huh... why I sensed manipulative???","listText":"Huh... why I sensed manipulative???","text":"Huh... why I sensed manipulative???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892584246","repostId":"1172810796","repostType":4,"repost":{"id":"1172810796","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628671712,"share":"https://www.laohu8.com/m/news/1172810796?lang=&edition=full","pubTime":"2021-08-11 16:48","market":"us","language":"en","title":"BioCryst shares jumped 10.49% in premarket trading,as withdrawing previous stock offering.","url":"https://stock-news.laohu8.com/highlight/detail?id=1172810796","media":"Tiger Newspress","summary":"BioCryst shares jumped 10.49% in premarket trading,as withdrawing previous stock offering.\nBioCryst ","content":"<p>BioCryst&nbsp;shares&nbsp;jumped&nbsp;10.49%&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;withdrawing previous stock offering.</p>\n<p><img src=\"https://static.tigerbbs.com/c15bfde15a241770cbb0410850f6460f\" tg-width=\"900\" tg-height=\"624\" referrerpolicy=\"no-referrer\">BioCryst Pharmaceuticals, Inc. &nbsp;announced today that it has withdrawn its proposed public offering. With our strong balance sheet, and increasing revenues from ORLADEYO<b>®</b> (berotralstat), we believe that current market conditions are not conducive to an offering on terms that would be in the best interests of our current stockholders.&nbsp;&nbsp; We are well capitalized, with cash, cash equivalents, restricted cash and investments of $222.8 million as of June 30, 2021.&nbsp;&nbsp; Based on our expectations for revenue, operating expenses, and our option to access an additional $75 million from our existing credit facility, we believe our current cash runway takes us into 2023.</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>BioCryst shares jumped 10.49% in premarket trading,as withdrawing previous stock offering.</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\">\nBioCryst shares jumped 10.49% in premarket trading,as withdrawing previous stock offering.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-11 16:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BioCryst&nbsp;shares&nbsp;jumped&nbsp;10.49%&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;withdrawing previous stock offering.</p>\n<p><img src=\"https://static.tigerbbs.com/c15bfde15a241770cbb0410850f6460f\" tg-width=\"900\" tg-height=\"624\" referrerpolicy=\"no-referrer\">BioCryst Pharmaceuticals, Inc. &nbsp;announced today that it has withdrawn its proposed public offering. With our strong balance sheet, and increasing revenues from ORLADEYO<b>®</b> (berotralstat), we believe that current market conditions are not conducive to an offering on terms that would be in the best interests of our current stockholders.&nbsp;&nbsp; We are well capitalized, with cash, cash equivalents, restricted cash and investments of $222.8 million as of June 30, 2021.&nbsp;&nbsp; Based on our expectations for revenue, operating expenses, and our option to access an additional $75 million from our existing credit facility, we believe our current cash runway takes us into 2023.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BCRX":"BioCryst制药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172810796","content_text":"BioCryst shares jumped 10.49% in premarket trading,as withdrawing previous stock offering.\nBioCryst Pharmaceuticals, Inc.  announced today that it has withdrawn its proposed public offering. With our strong balance sheet, and increasing revenues from ORLADEYO® (berotralstat), we believe that current market conditions are not conducive to an offering on terms that would be in the best interests of our current stockholders.   We are well capitalized, with cash, cash equivalents, restricted cash and investments of $222.8 million as of June 30, 2021.   Based on our expectations for revenue, operating expenses, and our option to access an additional $75 million from our existing credit facility, we believe our current cash runway takes us into 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891903720,"gmtCreate":1628312670960,"gmtModify":1633751716986,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Walao.. comment like that also can...Who doesn't know not all restaurant are good.","listText":"Walao.. comment like that also can...Who doesn't know not all restaurant are good.","text":"Walao.. comment like that also can...Who doesn't know not all restaurant are good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891903720","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121900638,"gmtCreate":1624447029424,"gmtModify":1634006041615,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Wah.. this writer has a superlative&nbsp;imagination power on tesla business.. baseOn baseless... geng","listText":"Wah.. this writer has a superlative&nbsp;imagination power on tesla business.. baseOn baseless... geng","text":"Wah.. this writer has a superlative imagination power on tesla business.. baseOn baseless... geng","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121900638","repostId":"1145825451","repostType":4,"repost":{"id":"1145825451","kind":"news","pubTimestamp":1624433586,"share":"https://www.laohu8.com/m/news/1145825451?lang=&edition=full","pubTime":"2021-06-23 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":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838975898,"gmtCreate":1629370476214,"gmtModify":1633685365834,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"Getting better all the time.","listText":"Getting better all the time.","text":"Getting better all the time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838975898","repostId":"1193835893","repostType":4,"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838909428,"gmtCreate":1629362127764,"gmtModify":1631884667930,"author":{"id":"3577005976005407","authorId":"3577005976005407","name":"cgtc78","avatar":"https://static.tigerbbs.com/520fe8221db3bf1f5743d4c42f1bdac3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577005976005407","authorIdStr":"3577005976005407"},"themes":[],"htmlText":"China regulators power&nbsp;","listText":"China regulators power&nbsp;","text":"China regulators power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838909428","repostId":"1139347294","repostType":4,"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}