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2021-12-31

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Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?

2021-12-30

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Dow, S&P Close at Record Highs as Omicron Worries Ease

2021-12-28

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S&P 500 closes at record high on retail sales cheer

2021-12-27

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Roche at-home COVID test granted FDA Emergency Use Authorization

2021-12-26

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Can This Top Blue Chip Stock Handle Soaring Inflation?

2021-12-25

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What are MKM Partners 'Black Swan' Internet predictions for 2022?

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NIO Stock: Which EV Stock Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1139674064","media":"Seeking Alpha","summary":"SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and gre","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.</li><li>Both NIO and LCID have strong brands and great tech, which allow them to demand high ASPs.</li><li>NIO seems like the lower-risk choice among these two, and due to being a lot farther along from a production ramp perspective, it is, I believe, the better choice today.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fe01e445aec1bb67f1b8d810f551603\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"/><span>Trygve Finkelsen/iStock Editorial via Getty Images</span></p><p><b>Article Thesis</b></p><p>The EV space has brought up many companies that do not seem too viable in the long run, but there are also strong contenders apart from Tesla (TSLA). In this report, we&#39;ll pit Lucid Group, Inc. (LCID) and NIO Inc. (NIO) against each other - two of the most interesting EV players that combine strong brands and high-end technological capabilities. In this report, we&#39;ll take a deeper dive into the tech and product side and will look at individual risks for both companies. Overall, I do believe that NIO is the more attractive choice among these two at current prices.</p><p><b>Lucid And NIO In The EV Market</b></p><p>The global EV market has been growing rapidly, with EV sales likely coming in a little north of six million, which is roughly twice as high as during the previous year. Clearly, EVs are a huge growth sector in the global automobile market, although it should be noted that most vehicles sold around the world are still powered by internal combustion engines. Over the years, EV market share should continue to climb rapidly, but it is not looking like EVs will dominate ICE vehicles any time soon.</p><p>The market leaders in the EV space are Tesla and BYD (OTCPK:BYDDY), and, depending on how one counts plug-in hybrids, Volkswagen (OTCPK:VWAGY). NIO Inc. and Lucid Group, Inc. are not among the largest companies for now. NIO is selling around 11,000 vehicles a month right now, which translates into a ~130,000 annual sales pace. Sales have been growing quickly, however, which is why NIO will most likely sell more than 130,000 vehicles next year, as deliveries should continue to climb sequentially. Lucid is way smaller for now, in terms of deliveries, as the company has likely sold a couple of hundred vehicles this year. Next year, Lucid Group targets deliveries of around 20,000 vehicles - up by a lot versus 2021, but still a relatively small number compared to the deliveries NIO and many other peers will hit next year.</p><p><b>LCID Vs. NIO&#39;s Past Quarterly Performance</b></p><p>As noted above, NIO&#39;s sales performance was way stronger than that of Lucid over the last three months, but that was hardly a surprise as LCID just began delivering vehicles to customers. On a share price basis, however, Lucid fared better:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7a6e7cb1b1485f32cc25ade9f387a5b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Over the last three months, LCID is up close to 50%, whereas NIO saw its shares drop by close to 20% over the same time frame. In NIO&#39;s case, macro worries about Chinese regulation played a role, whereas LCID benefitted a lot from growing enthusiasm for US-based EV players caused by Rivian&#39;s (RIVN) huge IPO success. On top of that, the start of deliveries also attracted new investors to Lucid&#39;s stock. If analysts are correct, NIO is the much better value today:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b1d0939d657b284e25d8447ccb211b5\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Shares are trading at less than half the consensus price target, which implies 100%+ upside over the next year, whereas LCID is trading almost perfectly in line with the current consensus price target - which implies no upside over the next year. NIO&#39;s underperformance over the last quarter thus seems to position the company well for a strong performance from the current level, whereas the same can&#39;t be said about Lucid.</p><p><b>Lucid Vs. NIO Key Metrics</b></p><p>Let&#39;s take a deeper look at the tech of the two companies, as well as at their branding, and their specific key risks. Both NIO and Lucid are active in the high-end segment of the EV industry, selling vehicles with ASPs well north of the average Tesla. NIO&#39;s ASP is around $70,000, and Lucid&#39;s ASP is even higher than that for now, as the company is selling the most expensive Air<i>Dream</i>version first. Tesla, the current EV leader, has an ASP of around $50,000. Both NIO and Tesla are thus operating in a more luxurious, higher-end segment of the market compared to Tesla. How are these companies able to demand way higher ASPs than Tesla? There are several factors at play, including branding, but one of the most important factors is their great tech.</p><p>NIO&#39;s battery-swapping technology, for example, allows its customers to fully &#34;recharge&#34; in a couple of minutes, while most other EVs take way longer to fully charge. Lucid doesn&#39;t employ battery-swapping, but its racing-tested 900V technology allows for both a huge range as well as for fast charging speeds - Lucid&#39;s architecture allows customers to charge up to 300 miles worth of energy in just 20 minutes. The Tesla S, for reference, uses a ~400V architecture that allows customers to recharge 200 miles in 15 minutes. Clearly, both NIO&#39;s solution, as well as Lucid&#39;s solution, seem superior compared to what Tesla is offering.</p><p>NIO&#39;s and Lucid&#39;s tech also looks highly competitive when it comes to their respective batteries. The Lucid Air Dream has an EPA range of 520 miles, which should be sufficient for almost all use cases. NIO has a larger product portfolio compared to Lucid, but when we take a look at its top-end sedan, battery performance looks even better. The NIO ET7, with a 150kWh battery (smaller options are available, too), has a range of up to 1,000km, which equates to around 620 miles of range. Again, both NIO and Lucid perform well compared to Tesla - the flagship S Plaid has an EPA range of 350 miles. Thanks to its experience in developing and supplying racing engines for electric race cars, Lucid crafts an especially efficient engine:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edf92a9709beceb826f2e86b3bc25dd6\" tg-width=\"1502\" tg-height=\"829\" referrerpolicy=\"no-referrer\"/><span>Source: Lucid presentation</span></p><p>A smaller, more efficient engine results in lower resource usage and reduces the weight of the vehicle, all else equal. This does, in turn, lead to a longer range, and it also allows for better handling and driving performance, all else equal. Lucid is by far not the biggest EV player today, but its engineers have developed some of the most compelling products and solutions among all currently active EV players.</p><p>NIO puts a lot of focus on technologies that will eventually allow for autonomous driving and puts massive numbers of sensors and huge computing power in its vehicles today. The ET7 uses the following sensing units for that goal:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b39530a306d0b27d76d36bccec0e147d\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/><span>Source: NIO</span></p><p>With 33 sensors that use up to 8MP, NIO&#39;s sensing capabilities easily blow away those of Tesla. The Tesla Model 3, which is, according to CEO Musk, ready for full-self-driving, only uses 8 cameras with 1.2MP each. One of NIO&#39;s sensors in the ET7 thus has almost as much sensing performance as all of the cameras in the M3 combined - and NIO uses 32 additional sensors in its model. Clearly, NIO&#39;s offering is superior - and that obviously comes at a price, as NIO is not skimping when it comes to putting the best tech in its vehicles. This is also showcased by the massive processing power of the chips NIO uses in the ET7. The ET7 uses four NVIDIA (NVDA) Orin SoCs, each of which offers slightly more than 250 trillion operations per second, which makes for combined computing power of more than 1,000 TOPS - unheard of in any production vehicle. Using four SoCs at the same time also provides for the redundancy that is required for critical systems in a self-driving scenario. it should be noted that NIO&#39;s self-driving tech is not as excellent on the software side - yet. At least for now, peers such as XPeng (XPEV) seem to employ the stronger algorithms, but that is a problem that NIO can solve over the coming quarters and years, and integrating future software in its vehicles that come with top-notch hardware shouldn&#39;t be a very difficult task. Lucid&#39;s self-driving tech, even though it doesn&#39;t get a lot of recognition yet, is not looking bad at all, either. The DreamDrive suite utilizes 32 onboard sensors, almost on par with NIO&#39;s Aquila system (and 4x more sensors compared to the M3, which is allegedly L5 ready from a hardware perspective).</p><p>Strong tech alone doesn&#39;t make for an attractive vehicle, however, as design, manufacturing quality, etc. have to be considered as well. Luckily, both NIO and Lucid compete very well on that basis, although the data on Lucid is still limited due to the low sales numbers - not too many people have driven a Lucid Air yet, thus data about reliability, etc. is limited. NIO, however, has been selling thousands of vehicles a month for quite some time, and its users are very satisfied with the vehicles&#39; quality. CnTechPost reports that J.D. Power has rated NIO the highest-quality EV company in China, ahead of Tesla. Lucid is not active in the country yet, but test drives by a wide range of auto journalists and magazines have generally resulted in very positive reviews. Both NIO and Lucid thus look strong from a design, quality, and tech perspective, with NIO putting more focus on customer-friendly items such as battery-swapping and driving assistance, whereas Lucid puts more focus on engine performance, battery tech, etc. Both avenues have their advantages, but I personally could see NIO benefit more from its easy-to-use, customer-friendly approach, as not too many people will buy an EV based on criteria such as the battery architecture. Still, Lucid&#39;s ability to develop high-performing vehicles should come in very handy in the highly competitive EV industry going forward.</p><p>With NIO, the main risk the market seems to worry about now is regulation/politics. I personally do not believe that regulation will be a huge risk for NIO. Chinese companies never were able to compete successfully in the ICE vehicle space, but with EV technologies bringing change to the entire global automobile industry, China saw its chance to become a global automobile powerhouse. Hurting NIO and other Chinese EV players would run contrary to those goals, which is why I believe that China is more interested in nurturing its own EV players, including NIO, instead of hurting them. Still, the market puts a discount on every Chinese company today, and that holds true for NIO as well - which might be a good thing for those seeking to buy into the company at a below-average valuation.</p><p>For Lucid, regulation doesn&#39;t seem like an important risk. Instead, the main risks here are the high valuation and the production ramp. As Tesla has shown, ramping up vehicle production is no easy task. The company oftentimes had to battle with delays and other issues, sometimes summarized as &#34;Production Hell&#34;. The same could hold true for Lucid, which will have to ramp up production at a high speed in the coming months and quarters in order to meet its ambitious production goals. It&#39;s not a certainty that it will experience similar issues to other manufacturers, of course, but due to a lack of experience, this seems a considerable risk worth keeping an eye on. On top of that, LCID&#39;s high valuation could be a considerable risk - shares trade at around 30x next year&#39;s expected revenue, and there is no guarantee at all that those revenues will actually be generated.</p><p><b>Is Lucid Or NIO Stock The Better Buy?</b></p><p>Both NIO and Lucid have attractive products that seem highly competitive in the EV market that is seeing more and more entrants. I do believe that both companies will have operational success over the coming years, driven by strong tech, attractive brands, and compelling product quality. Operational growth does not necessarily result in share price growth, however, as valuations can be a major hurdle when one buys at a price that is too high.</p><p>In NIO&#39;s case, that does not seem like an overly large risk, as shares are inexpensive relative to how other EV players are valued - NIO trades at ~4x next year&#39;s expected revenue, which represents a clear discount compared to LCID, RIVN, TSLA, and so on. Lucid, on the other hand, is trading at a very premium valuation of 30x next year&#39;s sales.</p><p>I do believe that, based on its larger size, more established operations, better progress in ramping production, and due to its much more reasonable valuation, NIO is the better pick among these two today.The recent share price decline makes for an attractive entry point for those interested in owning this top-notch Chinese EV player.</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>Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?</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\">\nLucid Vs. NIO Stock: Which EV Stock Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-30 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139674064","content_text":"SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and great tech, which allow them to demand high ASPs.NIO seems like the lower-risk choice among these two, and due to being a lot farther along from a production ramp perspective, it is, I believe, the better choice today.Trygve Finkelsen/iStock Editorial via Getty ImagesArticle ThesisThe EV space has brought up many companies that do not seem too viable in the long run, but there are also strong contenders apart from Tesla (TSLA). In this report, we'll pit Lucid Group, Inc. (LCID) and NIO Inc. (NIO) against each other - two of the most interesting EV players that combine strong brands and high-end technological capabilities. In this report, we'll take a deeper dive into the tech and product side and will look at individual risks for both companies. Overall, I do believe that NIO is the more attractive choice among these two at current prices.Lucid And NIO In The EV MarketThe global EV market has been growing rapidly, with EV sales likely coming in a little north of six million, which is roughly twice as high as during the previous year. Clearly, EVs are a huge growth sector in the global automobile market, although it should be noted that most vehicles sold around the world are still powered by internal combustion engines. Over the years, EV market share should continue to climb rapidly, but it is not looking like EVs will dominate ICE vehicles any time soon.The market leaders in the EV space are Tesla and BYD (OTCPK:BYDDY), and, depending on how one counts plug-in hybrids, Volkswagen (OTCPK:VWAGY). NIO Inc. and Lucid Group, Inc. are not among the largest companies for now. NIO is selling around 11,000 vehicles a month right now, which translates into a ~130,000 annual sales pace. Sales have been growing quickly, however, which is why NIO will most likely sell more than 130,000 vehicles next year, as deliveries should continue to climb sequentially. Lucid is way smaller for now, in terms of deliveries, as the company has likely sold a couple of hundred vehicles this year. Next year, Lucid Group targets deliveries of around 20,000 vehicles - up by a lot versus 2021, but still a relatively small number compared to the deliveries NIO and many other peers will hit next year.LCID Vs. NIO's Past Quarterly PerformanceAs noted above, NIO's sales performance was way stronger than that of Lucid over the last three months, but that was hardly a surprise as LCID just began delivering vehicles to customers. On a share price basis, however, Lucid fared better:Data by YChartsOver the last three months, LCID is up close to 50%, whereas NIO saw its shares drop by close to 20% over the same time frame. In NIO's case, macro worries about Chinese regulation played a role, whereas LCID benefitted a lot from growing enthusiasm for US-based EV players caused by Rivian's (RIVN) huge IPO success. On top of that, the start of deliveries also attracted new investors to Lucid's stock. If analysts are correct, NIO is the much better value today:Data by YChartsShares are trading at less than half the consensus price target, which implies 100%+ upside over the next year, whereas LCID is trading almost perfectly in line with the current consensus price target - which implies no upside over the next year. NIO's underperformance over the last quarter thus seems to position the company well for a strong performance from the current level, whereas the same can't be said about Lucid.Lucid Vs. NIO Key MetricsLet's take a deeper look at the tech of the two companies, as well as at their branding, and their specific key risks. Both NIO and Lucid are active in the high-end segment of the EV industry, selling vehicles with ASPs well north of the average Tesla. NIO's ASP is around $70,000, and Lucid's ASP is even higher than that for now, as the company is selling the most expensive AirDreamversion first. Tesla, the current EV leader, has an ASP of around $50,000. Both NIO and Tesla are thus operating in a more luxurious, higher-end segment of the market compared to Tesla. How are these companies able to demand way higher ASPs than Tesla? There are several factors at play, including branding, but one of the most important factors is their great tech.NIO's battery-swapping technology, for example, allows its customers to fully \"recharge\" in a couple of minutes, while most other EVs take way longer to fully charge. Lucid doesn't employ battery-swapping, but its racing-tested 900V technology allows for both a huge range as well as for fast charging speeds - Lucid's architecture allows customers to charge up to 300 miles worth of energy in just 20 minutes. The Tesla S, for reference, uses a ~400V architecture that allows customers to recharge 200 miles in 15 minutes. Clearly, both NIO's solution, as well as Lucid's solution, seem superior compared to what Tesla is offering.NIO's and Lucid's tech also looks highly competitive when it comes to their respective batteries. The Lucid Air Dream has an EPA range of 520 miles, which should be sufficient for almost all use cases. NIO has a larger product portfolio compared to Lucid, but when we take a look at its top-end sedan, battery performance looks even better. The NIO ET7, with a 150kWh battery (smaller options are available, too), has a range of up to 1,000km, which equates to around 620 miles of range. Again, both NIO and Lucid perform well compared to Tesla - the flagship S Plaid has an EPA range of 350 miles. Thanks to its experience in developing and supplying racing engines for electric race cars, Lucid crafts an especially efficient engine:Source: Lucid presentationA smaller, more efficient engine results in lower resource usage and reduces the weight of the vehicle, all else equal. This does, in turn, lead to a longer range, and it also allows for better handling and driving performance, all else equal. Lucid is by far not the biggest EV player today, but its engineers have developed some of the most compelling products and solutions among all currently active EV players.NIO puts a lot of focus on technologies that will eventually allow for autonomous driving and puts massive numbers of sensors and huge computing power in its vehicles today. The ET7 uses the following sensing units for that goal:Source: NIOWith 33 sensors that use up to 8MP, NIO's sensing capabilities easily blow away those of Tesla. The Tesla Model 3, which is, according to CEO Musk, ready for full-self-driving, only uses 8 cameras with 1.2MP each. One of NIO's sensors in the ET7 thus has almost as much sensing performance as all of the cameras in the M3 combined - and NIO uses 32 additional sensors in its model. Clearly, NIO's offering is superior - and that obviously comes at a price, as NIO is not skimping when it comes to putting the best tech in its vehicles. This is also showcased by the massive processing power of the chips NIO uses in the ET7. The ET7 uses four NVIDIA (NVDA) Orin SoCs, each of which offers slightly more than 250 trillion operations per second, which makes for combined computing power of more than 1,000 TOPS - unheard of in any production vehicle. Using four SoCs at the same time also provides for the redundancy that is required for critical systems in a self-driving scenario. it should be noted that NIO's self-driving tech is not as excellent on the software side - yet. At least for now, peers such as XPeng (XPEV) seem to employ the stronger algorithms, but that is a problem that NIO can solve over the coming quarters and years, and integrating future software in its vehicles that come with top-notch hardware shouldn't be a very difficult task. Lucid's self-driving tech, even though it doesn't get a lot of recognition yet, is not looking bad at all, either. The DreamDrive suite utilizes 32 onboard sensors, almost on par with NIO's Aquila system (and 4x more sensors compared to the M3, which is allegedly L5 ready from a hardware perspective).Strong tech alone doesn't make for an attractive vehicle, however, as design, manufacturing quality, etc. have to be considered as well. Luckily, both NIO and Lucid compete very well on that basis, although the data on Lucid is still limited due to the low sales numbers - not too many people have driven a Lucid Air yet, thus data about reliability, etc. is limited. NIO, however, has been selling thousands of vehicles a month for quite some time, and its users are very satisfied with the vehicles' quality. CnTechPost reports that J.D. Power has rated NIO the highest-quality EV company in China, ahead of Tesla. Lucid is not active in the country yet, but test drives by a wide range of auto journalists and magazines have generally resulted in very positive reviews. Both NIO and Lucid thus look strong from a design, quality, and tech perspective, with NIO putting more focus on customer-friendly items such as battery-swapping and driving assistance, whereas Lucid puts more focus on engine performance, battery tech, etc. Both avenues have their advantages, but I personally could see NIO benefit more from its easy-to-use, customer-friendly approach, as not too many people will buy an EV based on criteria such as the battery architecture. Still, Lucid's ability to develop high-performing vehicles should come in very handy in the highly competitive EV industry going forward.With NIO, the main risk the market seems to worry about now is regulation/politics. I personally do not believe that regulation will be a huge risk for NIO. Chinese companies never were able to compete successfully in the ICE vehicle space, but with EV technologies bringing change to the entire global automobile industry, China saw its chance to become a global automobile powerhouse. Hurting NIO and other Chinese EV players would run contrary to those goals, which is why I believe that China is more interested in nurturing its own EV players, including NIO, instead of hurting them. Still, the market puts a discount on every Chinese company today, and that holds true for NIO as well - which might be a good thing for those seeking to buy into the company at a below-average valuation.For Lucid, regulation doesn't seem like an important risk. Instead, the main risks here are the high valuation and the production ramp. As Tesla has shown, ramping up vehicle production is no easy task. The company oftentimes had to battle with delays and other issues, sometimes summarized as \"Production Hell\". The same could hold true for Lucid, which will have to ramp up production at a high speed in the coming months and quarters in order to meet its ambitious production goals. It's not a certainty that it will experience similar issues to other manufacturers, of course, but due to a lack of experience, this seems a considerable risk worth keeping an eye on. On top of that, LCID's high valuation could be a considerable risk - shares trade at around 30x next year's expected revenue, and there is no guarantee at all that those revenues will actually be generated.Is Lucid Or NIO Stock The Better Buy?Both NIO and Lucid have attractive products that seem highly competitive in the EV market that is seeing more and more entrants. I do believe that both companies will have operational success over the coming years, driven by strong tech, attractive brands, and compelling product quality. Operational growth does not necessarily result in share price growth, however, as valuations can be a major hurdle when one buys at a price that is too high.In NIO's case, that does not seem like an overly large risk, as shares are inexpensive relative to how other EV players are valued - NIO trades at ~4x next year's expected revenue, which represents a clear discount compared to LCID, RIVN, TSLA, and so on. Lucid, on the other hand, is trading at a very premium valuation of 30x next year's sales.I do believe that, based on its larger size, more established operations, better progress in ramping production, and due to its much more reasonable valuation, NIO is the better pick among these two today.The recent share price decline makes for an attractive entry point for those interested in owning this top-notch Chinese EV player.","news_type":1},"isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692903214,"gmtCreate":1640820015331,"gmtModify":1640820015385,"author":{"id":"3577587999544687","authorId":"3577587999544687","name":"JeanA","avatar":"https://static.tigerbbs.com/bacc64b91297751dc5ec2ea2b291ee87","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577587999544687","authorIdStr":"3577587999544687"},"themes":[],"htmlText":"Hmm&nbsp;","listText":"Hmm&nbsp;","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692903214","repostId":"2195466435","repostType":4,"repost":{"id":"2195466435","kind":"news","pubTimestamp":1640814752,"share":"https://www.laohu8.com/m/news/2195466435?lang=&edition=full","pubTime":"2021-12-30 05:52","market":"us","language":"en","title":"Dow, S&P Close at Record Highs as Omicron Worries Ease","url":"https://stock-news.laohu8.com/highlight/detail?id=2195466435","media":"Reuters","summary":"Dec 29 (Reuters) - The Dow and S&P 500 closed at all-time highs on Wednesday on a boost from retaile","content":"<html><head></head><body><p>Dec 29 (Reuters) - The Dow and S&amp;P 500 closed at all-time highs on Wednesday on a boost from retailers including Walgreens and Nike, as investors shrugged off concerns on the spreading Omicron variant.</p><p>The Dow has now risen six straight trading days, marking the longest streak of gains since a seven-session run from March 5 to March 15 this year.</p><p><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> and Nike Inc rose 1.59% and 1.42% respectively against the backdrop of recent reports suggesting holiday sales were strong for U.S. retailers.</p><p>Data on Wednesday showed the U.S. trade deficit in goods mushroomed to the widest ever in November as imports of consumer goods shot to a record, as the coronavirus pandemic has limited spending by Americans on services.</p><p>Some early studies pointing to a reduced risk of hospitalization in Omicron cases have eased some investors concerns over the travel disruptions and powered the S&amp;P 500 to record highs this week.</p><p>&#34;The market started to recognize that the Omicron variant was in a strange way good news, because it will burn itself out more rapidly because it&#39;s easily transmissible, but it&#39;s less likely to overwhelm hospitals,&#34; said Jay Hatfield, founder and chief executive of Infrastructure Capital Management in New York. Still, he said Omicron arguably is going to be a headwind for at least the next month.</p><p>Meanwhile, the S&amp;P 1500 airlines index dipped. Delta Air Lines and Alaska Air Group canceled hundreds of flights again on Tuesday as the daily tally of infections in the United States surged.</p><p>Three of the 11 major S&amp;P sector indexes declined, the energy index, the consumer services sector .SPLRCL and the financial sector are in the red.</p><p>Typically, the final five trading days of the year and the first two of the subsequent year are seasonally strong for U.S. stocks, known as the &#34;Santa Claus Rally.&#34; However, market participants warned against reading too much into daily moves as the holiday season tends to record some of the lowest volume turnovers that can cause exaggerated price action.</p><p>The Dow Jones Industrial Average rose 90.42 points, or 0.25%, to 36,488.63, the S&amp;P 500 gained 6.71 points, or 0.14%, to 4,793.06 and the Nasdaq Composite dropped 15.51 points, or 0.1%, to 15,766.22.</p><p>The S&amp;P 500 dipped on Tuesday in the lowest trading volume session of 2021, snapping a four-day winning streak.</p><p>As 2021 draws to a close, the main U.S. stock indexes are on pace for their third straight year of stunning annual returns, boosted by historic fiscal and monetary stimulus. The S&amp;P 500 is looking at its strongest three-year performance since 1999.</p><p>The focus next year will shift to the U.S. Federal Reserve&#39;s path of interest rate hikes amid a surge in prices caused by supply chain bottlenecks and a strong economic rebound.</p><p>Among other stocks, shares of Victoria’s Secret &amp; Co rose more than 12% after the intimate apparel retailer announced a $250 million accelerated share repurchase program. The retailer also said they had strong sales over the holidays.</p><p>Tesla&#39;s CEO Elon Musk exercised all of his options expiring next year, signaling an end to his stock sales. Its shares dropped 0.21% but were still on course to end about 54% for the year.</p><p>Volume on U.S. exchanges was 7.89 billion shares, compared with the 11.15 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.20-to-1 ratio; on Nasdaq, a 1.43-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 76 new 52-week highs and no new lows; the Nasdaq Composite recorded 77 new highs and 374 new lows.</p></body></html>","source":"yahoofinance","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>Dow, S&P Close at Record Highs as Omicron Worries Ease</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow, S&P Close at Record Highs as Omicron Worries Ease\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-30 05:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-dow-p-close-215232570.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dec 29 (Reuters) - The Dow and S&P 500 closed at all-time highs on Wednesday on a boost from retailers including Walgreens and Nike, as investors shrugged off concerns on the spreading Omicron variant...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-dow-p-close-215232570.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEX":"标普100","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","BK4534":"瑞士信贷持仓","BK4079":"房地产服务","BK4559":"巴菲特持仓","UPRO":"三倍做多标普500ETF","BK4504":"桥水持仓","BK4539":"次新股","BK4550":"红杉资本持仓","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF"},"source_url":"https://finance.yahoo.com/news/us-stocks-dow-p-close-215232570.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2195466435","content_text":"Dec 29 (Reuters) - The Dow and S&P 500 closed at all-time highs on Wednesday on a boost from retailers including Walgreens and Nike, as investors shrugged off concerns on the spreading Omicron variant.The Dow has now risen six straight trading days, marking the longest streak of gains since a seven-session run from March 5 to March 15 this year.Walgreens Boots Alliance and Nike Inc rose 1.59% and 1.42% respectively against the backdrop of recent reports suggesting holiday sales were strong for U.S. retailers.Data on Wednesday showed the U.S. trade deficit in goods mushroomed to the widest ever in November as imports of consumer goods shot to a record, as the coronavirus pandemic has limited spending by Americans on services.Some early studies pointing to a reduced risk of hospitalization in Omicron cases have eased some investors concerns over the travel disruptions and powered the S&P 500 to record highs this week.\"The market started to recognize that the Omicron variant was in a strange way good news, because it will burn itself out more rapidly because it's easily transmissible, but it's less likely to overwhelm hospitals,\" said Jay Hatfield, founder and chief executive of Infrastructure Capital Management in New York. Still, he said Omicron arguably is going to be a headwind for at least the next month.Meanwhile, the S&P 1500 airlines index dipped. Delta Air Lines and Alaska Air Group canceled hundreds of flights again on Tuesday as the daily tally of infections in the United States surged.Three of the 11 major S&P sector indexes declined, the energy index, the consumer services sector .SPLRCL and the financial sector are in the red.Typically, the final five trading days of the year and the first two of the subsequent year are seasonally strong for U.S. stocks, known as the \"Santa Claus Rally.\" However, market participants warned against reading too much into daily moves as the holiday season tends to record some of the lowest volume turnovers that can cause exaggerated price action.The Dow Jones Industrial Average rose 90.42 points, or 0.25%, to 36,488.63, the S&P 500 gained 6.71 points, or 0.14%, to 4,793.06 and the Nasdaq Composite dropped 15.51 points, or 0.1%, to 15,766.22.The S&P 500 dipped on Tuesday in the lowest trading volume session of 2021, snapping a four-day winning streak.As 2021 draws to a close, the main U.S. stock indexes are on pace for their third straight year of stunning annual returns, boosted by historic fiscal and monetary stimulus. The S&P 500 is looking at its strongest three-year performance since 1999.The focus next year will shift to the U.S. Federal Reserve's path of interest rate hikes amid a surge in prices caused by supply chain bottlenecks and a strong economic rebound.Among other stocks, shares of Victoria’s Secret & Co rose more than 12% after the intimate apparel retailer announced a $250 million accelerated share repurchase program. The retailer also said they had strong sales over the holidays.Tesla's CEO Elon Musk exercised all of his options expiring next year, signaling an end to his stock sales. Its shares dropped 0.21% but were still on course to end about 54% for the year.Volume on U.S. exchanges was 7.89 billion shares, compared with the 11.15 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 1.20-to-1 ratio; on Nasdaq, a 1.43-to-1 ratio favored decliners.The S&P 500 posted 76 new 52-week highs and no new lows; the Nasdaq Composite recorded 77 new highs and 374 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696135242,"gmtCreate":1640648460348,"gmtModify":1640648460348,"author":{"id":"3577587999544687","authorId":"3577587999544687","name":"JeanA","avatar":"https://static.tigerbbs.com/bacc64b91297751dc5ec2ea2b291ee87","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577587999544687","authorIdStr":"3577587999544687"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696135242","repostId":"1127544468","repostType":4,"repost":{"id":"1127544468","kind":"news","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":1640646504,"share":"https://www.laohu8.com/m/news/1127544468?lang=&edition=full","pubTime":"2021-12-28 07:08","market":"us","language":"en","title":"S&P 500 closes at record high on retail sales cheer","url":"https://stock-news.laohu8.com/highlight/detail?id=1127544468","media":"Reuters","summary":"Dec 27  - The S&P 500 indexended at a record high on Monday, its fourth straight session of gains, as strong U.S. retail sales underscored economic strength and eased worries from Omicron-driven flight cancellations that hit travel stocks.U.S. retail sales increased 8.5% year-over-year this holiday season, powered by an ecommerce boom, according to a Mastercard Inc report, giving the S&P 500 retailing indexa boost.Travel-related stocks, typically sensitive to coronavirus news, declined after U.S","content":"<p>Dec 27 (Reuters) - The S&amp;P 500 index(.SPX)ended at a record high on Monday, its fourth straight session of gains, as strong U.S. retail sales underscored economic strength and eased worries from Omicron-driven flight cancellations that hit travel stocks.</p>\n<p>U.S. retail sales increased 8.5% year-over-year this holiday season, powered by an ecommerce boom, according to a Mastercard Inc report, giving the S&amp;P 500 retailing index(.SPXRT)a boost.</p>\n<p>Travel-related stocks, typically sensitive to coronavirus news, declined after U.S. airlines canceled about 800 more flights on Monday after nixing thousands during the Christmas weekend, as Omicron cases soared.</p>\n<p>The S&amp;P 1500 airlines index&nbsp;shed 0.57%. Cruise operators <a href=\"https://laohu8.com/S/NCLH\">Norwegian Cruise Line</a> Holdings, <a href=\"https://laohu8.com/S/RGLD\">Royal</a> Caribbean(RCL.N)and <a href=\"https://laohu8.com/S/CCL\">Carnival</a> Corp(CCL.N)fell 2.55%, 1.35% and 1.18% respectively, among the biggest decliners on the benchmark S&amp;P 500.</p>\n<p>\"The market is in this interesting place where we have a strong consumer, with spending up 8% year over year. Personal consumption makes up 70% of our GDP, and that remains flush,\" said Sylvia Jablonski Kampaktsis, chief investment officer and co-founder at Defiance ETFs in <a href=\"https://laohu8.com/S/NWY\">New York</a>.</p>\n<p>\"Omicron reminds us that we still exist in this corona ecosystem. And it'll probably be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of many things that we will continue talking about with this virus but the doomsday COVID scenario of 2020 feels like it's far behind us.\"</p>\n<p>All 11 main S&amp;P 500 sector indexes advanced, with energy(.SPNY)and tech(.SPLRCT)leading percentage gains.</p>\n<p>The Dow Jones Industrial Average(.DJI)rose 351.82 points, or 0.98%, to 36,302.38, the S&amp;P 500(.SPX)gained 65.4 points, or 1.38%, to 4,791.19 and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite(.IXIC)added 217.89 points, or 1.39%, to 15,871.26.</p>\n<p>The S&amp;P 500 has climbed 4.9% during its recent run of gains, its biggest percentage gain over a four-day period since early November 2020.</p>\n<p>The Nasdaq Composite(.IXIC)got a boost from megacap companies, including Tesla Inc(TSLA.O), <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp(MSFT.O), <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc(AAPL.O)and <a href=\"https://laohu8.com/S/CASH\">Meta</a> Platform(FB.O).</p>\n<p>Main U.S. stock indexes are on track for a third straight yearly gain, with the benchmark S&amp;P 500(.SPX)poised for its best three-year performance since 1999.</p>\n<p>Volume on U.S. exchanges was 7.76 billion shares, compared with the 11.74 billion average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered decliners on the NYSE by a 2.29-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 58 new 52-week highs and no new lows; the Nasdaq Composite recorded 101 new highs and 145 new lows.</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>S&P 500 closes at record high on retail sales cheer</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\">\nS&P 500 closes at record high on retail sales cheer\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\">2021-12-28 07:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dec 27 (Reuters) - The S&amp;P 500 index(.SPX)ended at a record high on Monday, its fourth straight session of gains, as strong U.S. retail sales underscored economic strength and eased worries from Omicron-driven flight cancellations that hit travel stocks.</p>\n<p>U.S. retail sales increased 8.5% year-over-year this holiday season, powered by an ecommerce boom, according to a Mastercard Inc report, giving the S&amp;P 500 retailing index(.SPXRT)a boost.</p>\n<p>Travel-related stocks, typically sensitive to coronavirus news, declined after U.S. airlines canceled about 800 more flights on Monday after nixing thousands during the Christmas weekend, as Omicron cases soared.</p>\n<p>The S&amp;P 1500 airlines index&nbsp;shed 0.57%. Cruise operators <a href=\"https://laohu8.com/S/NCLH\">Norwegian Cruise Line</a> Holdings, <a href=\"https://laohu8.com/S/RGLD\">Royal</a> Caribbean(RCL.N)and <a href=\"https://laohu8.com/S/CCL\">Carnival</a> Corp(CCL.N)fell 2.55%, 1.35% and 1.18% respectively, among the biggest decliners on the benchmark S&amp;P 500.</p>\n<p>\"The market is in this interesting place where we have a strong consumer, with spending up 8% year over year. Personal consumption makes up 70% of our GDP, and that remains flush,\" said Sylvia Jablonski Kampaktsis, chief investment officer and co-founder at Defiance ETFs in <a href=\"https://laohu8.com/S/NWY\">New York</a>.</p>\n<p>\"Omicron reminds us that we still exist in this corona ecosystem. And it'll probably be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of many things that we will continue talking about with this virus but the doomsday COVID scenario of 2020 feels like it's far behind us.\"</p>\n<p>All 11 main S&amp;P 500 sector indexes advanced, with energy(.SPNY)and tech(.SPLRCT)leading percentage gains.</p>\n<p>The Dow Jones Industrial Average(.DJI)rose 351.82 points, or 0.98%, to 36,302.38, the S&amp;P 500(.SPX)gained 65.4 points, or 1.38%, to 4,791.19 and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite(.IXIC)added 217.89 points, or 1.39%, to 15,871.26.</p>\n<p>The S&amp;P 500 has climbed 4.9% during its recent run of gains, its biggest percentage gain over a four-day period since early November 2020.</p>\n<p>The Nasdaq Composite(.IXIC)got a boost from megacap companies, including Tesla Inc(TSLA.O), <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp(MSFT.O), <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc(AAPL.O)and <a href=\"https://laohu8.com/S/CASH\">Meta</a> Platform(FB.O).</p>\n<p>Main U.S. stock indexes are on track for a third straight yearly gain, with the benchmark S&amp;P 500(.SPX)poised for its best three-year performance since 1999.</p>\n<p>Volume on U.S. exchanges was 7.76 billion shares, compared with the 11.74 billion average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered decliners on the NYSE by a 2.29-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 58 new 52-week highs and no new lows; the Nasdaq Composite recorded 101 new highs and 145 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","SH":"标普500反向ETF","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","SPY":"标普500ETF","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","OEX":"标普100"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127544468","content_text":"Dec 27 (Reuters) - The S&P 500 index(.SPX)ended at a record high on Monday, its fourth straight session of gains, as strong U.S. retail sales underscored economic strength and eased worries from Omicron-driven flight cancellations that hit travel stocks.\nU.S. retail sales increased 8.5% year-over-year this holiday season, powered by an ecommerce boom, according to a Mastercard Inc report, giving the S&P 500 retailing index(.SPXRT)a boost.\nTravel-related stocks, typically sensitive to coronavirus news, declined after U.S. airlines canceled about 800 more flights on Monday after nixing thousands during the Christmas weekend, as Omicron cases soared.\nThe S&P 1500 airlines index shed 0.57%. Cruise operators Norwegian Cruise Line Holdings, Royal Caribbean(RCL.N)and Carnival Corp(CCL.N)fell 2.55%, 1.35% and 1.18% respectively, among the biggest decliners on the benchmark S&P 500.\n\"The market is in this interesting place where we have a strong consumer, with spending up 8% year over year. Personal consumption makes up 70% of our GDP, and that remains flush,\" said Sylvia Jablonski Kampaktsis, chief investment officer and co-founder at Defiance ETFs in New York.\n\"Omicron reminds us that we still exist in this corona ecosystem. And it'll probably be one of many things that we will continue talking about with this virus but the doomsday COVID scenario of 2020 feels like it's far behind us.\"\nAll 11 main S&P 500 sector indexes advanced, with energy(.SPNY)and tech(.SPLRCT)leading percentage gains.\nThe Dow Jones Industrial Average(.DJI)rose 351.82 points, or 0.98%, to 36,302.38, the S&P 500(.SPX)gained 65.4 points, or 1.38%, to 4,791.19 and the Nasdaq Composite(.IXIC)added 217.89 points, or 1.39%, to 15,871.26.\nThe S&P 500 has climbed 4.9% during its recent run of gains, its biggest percentage gain over a four-day period since early November 2020.\nThe Nasdaq Composite(.IXIC)got a boost from megacap companies, including Tesla Inc(TSLA.O), Microsoft Corp(MSFT.O), Apple Inc(AAPL.O)and Meta Platform(FB.O).\nMain U.S. stock indexes are on track for a third straight yearly gain, with the benchmark S&P 500(.SPX)poised for its best three-year performance since 1999.\nVolume on U.S. exchanges was 7.76 billion shares, compared with the 11.74 billion average for the full session over the last 20 trading days.\nAdvancing issues outnumbered decliners on the NYSE by a 2.29-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored advancers.\nThe S&P 500 posted 58 new 52-week highs and no new lows; the Nasdaq Composite recorded 101 new highs and 145 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698760913,"gmtCreate":1640559571130,"gmtModify":1640559571130,"author":{"id":"3577587999544687","authorId":"3577587999544687","name":"JeanA","avatar":"https://static.tigerbbs.com/bacc64b91297751dc5ec2ea2b291ee87","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577587999544687","authorIdStr":"3577587999544687"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698760913","repostId":"1189584434","repostType":4,"repost":{"id":"1189584434","kind":"news","pubTimestamp":1640481521,"share":"https://www.laohu8.com/m/news/1189584434?lang=&edition=full","pubTime":"2021-12-26 09:18","market":"us","language":"en","title":"Roche at-home COVID test granted FDA Emergency Use Authorization","url":"https://stock-news.laohu8.com/highlight/detail?id=1189584434","media":"Seeking Alpha","summary":"The FDA has grantedEmergency Use Authorization to Roche's(OTCQX:RHHBY) COVID-19 at-home test.\nThe te","content":"<ul>\n <li>The FDA has grantedEmergency Use Authorization to Roche's(OTCQX:RHHBY) COVID-19 at-home test.</li>\n <li>The test uses a nasal swab and&nbsp;provides results in as little as 20 minutes.</li>\n <li>The test will become available next month. Roche says that it will be able to produce \"tens of millions\" of tests per month.</li>\n <li>In a study, the Roche test had a relative sensitivity of 95.3% and a relative specificity of 100%.</li>\n <li>Earlier this week, President Biden said the federal government would&nbsp;start distributing 500M at-home tests in January.</li>\n</ul>","source":"lsy1638401102509","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>Roche at-home COVID test granted FDA Emergency Use Authorization</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\">\nRoche at-home COVID test granted FDA Emergency Use Authorization\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-26 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3783328-roche-at-home-covid-test-granted-fda-emergency-use-authorization><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The FDA has grantedEmergency Use Authorization to Roche's(OTCQX:RHHBY) COVID-19 at-home test.\nThe test uses a nasal swab and provides results in as little as 20 minutes.\nThe test will become available...</p>\n\n<a href=\"https://seekingalpha.com/news/3783328-roche-at-home-covid-test-granted-fda-emergency-use-authorization\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RHHBY":"罗氏控股"},"source_url":"https://seekingalpha.com/news/3783328-roche-at-home-covid-test-granted-fda-emergency-use-authorization","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189584434","content_text":"The FDA has grantedEmergency Use Authorization to Roche's(OTCQX:RHHBY) COVID-19 at-home test.\nThe test uses a nasal swab and provides results in as little as 20 minutes.\nThe test will become available next month. Roche says that it will be able to produce \"tens of millions\" of tests per month.\nIn a study, the Roche test had a relative sensitivity of 95.3% and a relative specificity of 100%.\nEarlier this week, President Biden said the federal government would start distributing 500M at-home tests in January.","news_type":1},"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698552679,"gmtCreate":1640477437926,"gmtModify":1640477437926,"author":{"id":"3577587999544687","authorId":"3577587999544687","name":"JeanA","avatar":"https://static.tigerbbs.com/bacc64b91297751dc5ec2ea2b291ee87","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577587999544687","authorIdStr":"3577587999544687"},"themes":[],"htmlText":"Hard","listText":"Hard","text":"Hard","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698552679","repostId":"2193317305","repostType":4,"repost":{"id":"2193317305","kind":"highlight","pubTimestamp":1640399660,"share":"https://www.laohu8.com/m/news/2193317305?lang=&edition=full","pubTime":"2021-12-25 10:34","market":"us","language":"en","title":"Can This Top Blue Chip Stock Handle Soaring Inflation?","url":"https://stock-news.laohu8.com/highlight/detail?id=2193317305","media":"Motley Fool","summary":"We are in strange times right now, so how companies navigate the current environment is vital to their success.","content":"<p>In the month of November, the Consumer Price Index, a widely used measure of inflation, jumped 6.8% from a year ago. Sparked by supply-chain disruptions and labor shortages across the economy, it was the highest increase in almost 40 years.&nbsp;</p>\n<p>For a company like&nbsp;<b>Home Depot</b>&nbsp;(NYSE:HD) that has done extremely well during the pandemic, the threat of rising costs is a real challenge heading into the new year, having possibly negative implications ahead of what is traditionally a busy spring and summer for the&nbsp;business.&nbsp;</p>\n<p>Continue reading to find out how this&nbsp;blue chip stock&nbsp;is dealing with the current situation.&nbsp;</p>\n<h2>Lumber prices are going back up&nbsp;</h2>\n<p>A major commodity that has a meaningful&nbsp;impact&nbsp;on Home Depot's&nbsp;business&nbsp;is lumber. From April 2020 to May 2021,&nbsp;lumber prices skyrocketed&nbsp;to nearly $1,700 per thousand board feet, an all-time record. Prices came down over the following few months, but they shot up again from mid-November to mid-December, settling at just over $1,000 per thousand board feet today. This is still extremely high from a historical perspective.&nbsp;</p>\n<p>\"Lumber is a driver of projects throughout the business, and that certainly carries on,\" Chief Executive Officer Craig Menear highlighted on the company's third-quarter earnings call. During Home Depot's fiscal second quarter that ended Aug. 1 (when lumber prices were sky-high), the company posted record quarterly sales of $41.1 billion. The gross margin of 33.2%, while down slightly from previous quarters, was still very healthy and in line with past results.&nbsp;</p>\n<p>This is a positive indicator of Home Depot's ability to handle the unpredictable price swings with a core commodity like lumber. As prices soared, unit sales fell. Even so, the business reported a historic quarter. Now, as lumber prices rise, especially ahead of the busy home-building and remodeling season in the spring and summer, don't be surprised if lumber unit sales start to drop again.&nbsp;</p>\n<p>Nonetheless, other product categories like outdoor garden, appliances, and kitchen and bath should be strong. And thanks to a robust housing market, characterized by low interest rates, consumers are increasingly looking to undertake renovation projects to boost the value of their existing homes. This underlying trend supports demand for the products and services Home Depot offers.&nbsp;</p>\n<p>\"We have effectively managed inflationary environments in the past, and we feel good about our ability to continue managing through the current environment,\" said President and Chief Operating Officer Ted Decker on the latest conference call with Wall Street analysts.</p>\n<h2>Home Depot's success is&nbsp;undeniable&nbsp;</h2>\n<p>One of Home Depot's overarching objectives is to be the low-cost provider in the home improvement industry. This means that the business wants to lag competitors when raising prices and lead when reducing prices. Obviously, this negatively impacts profitability in the near term as the company is hesitant to pass higher costs on to consumers.&nbsp;</p>\n<p>But if we look at Home Depot's historical performance, we see that this is definitely the right strategy to take. Over the past several years, while revenue has grown in the mid-single digits on a yearly basis, net income has soared as a result of expanding margins. In fiscal 2015, profit totaled $7 billion. Over the trailing-12-month period, it was almost $16 billion.&nbsp;</p>\n<p>And the business is popular among contractors and other professionals, who account for roughly 45% of sales. Instead of immediately passing on higher input costs, which could alienate these high-value customers and push them to competitors, Home Depot understands that building long-term relationships with them is crucial to the success of the company. Sacrificing margin in unusual times like today to keep customers loyal is the right move.&nbsp;</p>\n<p>The current economic environment is full of uncertainties with issues like the omicron coronavirus variant and tightening monetary policy receiving the bulk of investors' attention. When it comes to inflation in particular, I have no reason to believe that Home Depot won't be able to step up to whatever challenges 2022 brings. &nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can This Top Blue Chip Stock Handle Soaring Inflation?</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\">\nCan This Top Blue Chip Stock Handle Soaring Inflation?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/can-top-blue-chip-stock-handle-soaring-inflation/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the month of November, the Consumer Price Index, a widely used measure of inflation, jumped 6.8% from a year ago. Sparked by supply-chain disruptions and labor shortages across the economy, it was ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/can-top-blue-chip-stock-handle-soaring-inflation/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HD":"家得宝","BK4083":"家庭装潢零售","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4504":"桥水持仓","BK4566":"资本集团"},"source_url":"https://www.fool.com/investing/2021/12/24/can-top-blue-chip-stock-handle-soaring-inflation/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193317305","content_text":"In the month of November, the Consumer Price Index, a widely used measure of inflation, jumped 6.8% from a year ago. Sparked by supply-chain disruptions and labor shortages across the economy, it was the highest increase in almost 40 years. \nFor a company like Home Depot (NYSE:HD) that has done extremely well during the pandemic, the threat of rising costs is a real challenge heading into the new year, having possibly negative implications ahead of what is traditionally a busy spring and summer for the business. \nContinue reading to find out how this blue chip stock is dealing with the current situation. \nLumber prices are going back up \nA major commodity that has a meaningful impact on Home Depot's business is lumber. From April 2020 to May 2021, lumber prices skyrocketed to nearly $1,700 per thousand board feet, an all-time record. Prices came down over the following few months, but they shot up again from mid-November to mid-December, settling at just over $1,000 per thousand board feet today. This is still extremely high from a historical perspective. \n\"Lumber is a driver of projects throughout the business, and that certainly carries on,\" Chief Executive Officer Craig Menear highlighted on the company's third-quarter earnings call. During Home Depot's fiscal second quarter that ended Aug. 1 (when lumber prices were sky-high), the company posted record quarterly sales of $41.1 billion. The gross margin of 33.2%, while down slightly from previous quarters, was still very healthy and in line with past results. \nThis is a positive indicator of Home Depot's ability to handle the unpredictable price swings with a core commodity like lumber. As prices soared, unit sales fell. Even so, the business reported a historic quarter. Now, as lumber prices rise, especially ahead of the busy home-building and remodeling season in the spring and summer, don't be surprised if lumber unit sales start to drop again. \nNonetheless, other product categories like outdoor garden, appliances, and kitchen and bath should be strong. And thanks to a robust housing market, characterized by low interest rates, consumers are increasingly looking to undertake renovation projects to boost the value of their existing homes. This underlying trend supports demand for the products and services Home Depot offers. \n\"We have effectively managed inflationary environments in the past, and we feel good about our ability to continue managing through the current environment,\" said President and Chief Operating Officer Ted Decker on the latest conference call with Wall Street analysts.\nHome Depot's success is undeniable \nOne of Home Depot's overarching objectives is to be the low-cost provider in the home improvement industry. This means that the business wants to lag competitors when raising prices and lead when reducing prices. Obviously, this negatively impacts profitability in the near term as the company is hesitant to pass higher costs on to consumers. \nBut if we look at Home Depot's historical performance, we see that this is definitely the right strategy to take. Over the past several years, while revenue has grown in the mid-single digits on a yearly basis, net income has soared as a result of expanding margins. In fiscal 2015, profit totaled $7 billion. Over the trailing-12-month period, it was almost $16 billion. \nAnd the business is popular among contractors and other professionals, who account for roughly 45% of sales. Instead of immediately passing on higher input costs, which could alienate these high-value customers and push them to competitors, Home Depot understands that building long-term relationships with them is crucial to the success of the company. Sacrificing margin in unusual times like today to keep customers loyal is the right move. \nThe current economic environment is full of uncertainties with issues like the omicron coronavirus variant and tightening monetary policy receiving the bulk of investors' attention. When it comes to inflation in particular, I have no reason to believe that Home Depot won't be able to step up to whatever challenges 2022 brings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698281559,"gmtCreate":1640406627563,"gmtModify":1640406637010,"author":{"id":"3577587999544687","authorId":"3577587999544687","name":"JeanA","avatar":"https://static.tigerbbs.com/bacc64b91297751dc5ec2ea2b291ee87","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577587999544687","authorIdStr":"3577587999544687"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698281559","repostId":"1156159690","repostType":4,"repost":{"id":"1156159690","kind":"news","pubTimestamp":1640335867,"share":"https://www.laohu8.com/m/news/1156159690?lang=&edition=full","pubTime":"2021-12-24 16:51","market":"us","language":"en","title":"What are MKM Partners 'Black Swan' Internet predictions for 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=1156159690","media":"seekingalpha","summary":"As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.So, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Bla","content":"<p>As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.</p>\n<p>So, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Black Swan\"--or, High-Impact-Low-Probability [HILP]--predictions for 2022. Kulkarni said these ideas \"have a very low likelihood of occurrence, but we wouldn't assign a zero probability\" chance of then happening.</p>\n<p>The \"HILP\" predictions Kulkarni has for 2022 include \"consumers [will] return to brick and mortar stores and millennials and Gen Z start watching TV.\" Kulkarni said this could result from Covid-19 vaccinations reaching mass-population levels and reaching an end to the pandemic.</p>\n<p>Kulkarni said Facebook's(NASDAQ:FB)<a href=\"https://laohu8.com/S/CASH\">Meta</a> could launch its own cryptocurrency that could start displacing several traditional fiat currencies, and that mega cap tech companies will manage to not pay any fines to U.S. or European regulators regarding legal cases currently in the works.</p>\n<p>\"We have stopped counting the number of lawsuits facing Big Tech,\" Kulkarni said. \"However, there is fairly limited consensus in the ideas or bills presented to date, and Congress has been focused on the pandemic and infrastructure bill for 2021.</p>\n<ul>\n <li>Kulkarni's other Black Swan predictions are:</li>\n <li>SPAC IPOs will outperform traditional IPOs and direct stock listings.</li>\n <li><a href=\"https://laohu8.com/S/UBER\">Uber</a>(NYSE:UBER)launches its own robotaxi service in several U.S. cities.</li>\n <li><a href=\"https://laohu8.com/S/TWTR\">Twitter</a>(NYSE:TWTR)and Pinterest(NYSE:PINS)are acquired and are no longer independent public companies.</li>\n <li>DoorDash(NYSE:DASH)acquires Instacart for between $40B-50B and spurs a new round of grocery delivery wars.</li>\n <li><a href=\"https://laohu8.com/S/AAPL\">Apple</a>(NASDAQ:AAPL)reaches $10B in annual revenue run rate from advertising due to changes in its iOS ad policies.</li>\n <li>Google's(NASDAQ:GOOG)YouTube get in position to go public.</li>\n <li>Snap(NYSE:SNAP)and TikTok (BDNCE) look to capitalize on their younger audiences by acquiring movie or gaming studios so they can boost their original video content offerings.</li>\n <li>As a \"bonus\" prediction, Kulkarni forecasts that as the pandemic ends, more people will go back to working out at gyms and neighborhood parks, and this will result in difficulty in forecasting sales for the likes of Peloton(NASDAQ:PTON). The home-exercise technology company also had its sails trimmed on Thursday when analysts at Citi cut their price target on Peloton's (PTON) stock to $38 a share on expectations of higher expenses and&nbsp;falling demand for Peloton (PTON) products next year.</li>\n</ul>","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>What are MKM Partners 'Black Swan' Internet predictions for 2022?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat are MKM Partners 'Black Swan' Internet predictions for 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 16:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.\nSo, it should come as...</p>\n\n<a href=\"https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","SNAP":"Snap Inc","AAPL":"苹果","DASH":"DoorDash, Inc.","PINS":"Pinterest, Inc.","PTON":"Peloton Interactive, Inc.","TWTR":"Twitter"},"source_url":"https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1156159690","content_text":"As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.\nSo, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Black Swan\"--or, High-Impact-Low-Probability [HILP]--predictions for 2022. Kulkarni said these ideas \"have a very low likelihood of occurrence, but we wouldn't assign a zero probability\" chance of then happening.\nThe \"HILP\" predictions Kulkarni has for 2022 include \"consumers [will] return to brick and mortar stores and millennials and Gen Z start watching TV.\" Kulkarni said this could result from Covid-19 vaccinations reaching mass-population levels and reaching an end to the pandemic.\nKulkarni said Facebook's(NASDAQ:FB)Meta could launch its own cryptocurrency that could start displacing several traditional fiat currencies, and that mega cap tech companies will manage to not pay any fines to U.S. or European regulators regarding legal cases currently in the works.\n\"We have stopped counting the number of lawsuits facing Big Tech,\" Kulkarni said. \"However, there is fairly limited consensus in the ideas or bills presented to date, and Congress has been focused on the pandemic and infrastructure bill for 2021.\n\nKulkarni's other Black Swan predictions are:\nSPAC IPOs will outperform traditional IPOs and direct stock listings.\nUber(NYSE:UBER)launches its own robotaxi service in several U.S. cities.\nTwitter(NYSE:TWTR)and Pinterest(NYSE:PINS)are acquired and are no longer independent public companies.\nDoorDash(NYSE:DASH)acquires Instacart for between $40B-50B and spurs a new round of grocery delivery wars.\nApple(NASDAQ:AAPL)reaches $10B in annual revenue run rate from advertising due to changes in its iOS ad policies.\nGoogle's(NASDAQ:GOOG)YouTube get in position to go public.\nSnap(NYSE:SNAP)and TikTok (BDNCE) look to capitalize on their younger audiences by acquiring movie or gaming studios so they can boost their original video content offerings.\nAs a \"bonus\" prediction, Kulkarni forecasts that as the pandemic ends, more people will go back to working out at gyms and neighborhood parks, and this will result in difficulty in forecasting sales for the likes of Peloton(NASDAQ:PTON). The home-exercise technology company also had its sails trimmed on Thursday when analysts at Citi cut their price target on Peloton's (PTON) stock to $38 a share on expectations of higher expenses and falling demand for Peloton (PTON) products next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":698281559,"gmtCreate":1640406627563,"gmtModify":1640406637010,"author":{"id":"3577587999544687","authorId":"3577587999544687","name":"JeanA","avatar":"https://static.tigerbbs.com/bacc64b91297751dc5ec2ea2b291ee87","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577587999544687","authorIdStr":"3577587999544687"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698281559","repostId":"1156159690","repostType":4,"repost":{"id":"1156159690","kind":"news","pubTimestamp":1640335867,"share":"https://www.laohu8.com/m/news/1156159690?lang=&edition=full","pubTime":"2021-12-24 16:51","market":"us","language":"en","title":"What are MKM Partners 'Black Swan' Internet predictions for 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=1156159690","media":"seekingalpha","summary":"As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.So, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Bla","content":"<p>As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.</p>\n<p>So, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Black Swan\"--or, High-Impact-Low-Probability [HILP]--predictions for 2022. Kulkarni said these ideas \"have a very low likelihood of occurrence, but we wouldn't assign a zero probability\" chance of then happening.</p>\n<p>The \"HILP\" predictions Kulkarni has for 2022 include \"consumers [will] return to brick and mortar stores and millennials and Gen Z start watching TV.\" Kulkarni said this could result from Covid-19 vaccinations reaching mass-population levels and reaching an end to the pandemic.</p>\n<p>Kulkarni said Facebook's(NASDAQ:FB)<a href=\"https://laohu8.com/S/CASH\">Meta</a> could launch its own cryptocurrency that could start displacing several traditional fiat currencies, and that mega cap tech companies will manage to not pay any fines to U.S. or European regulators regarding legal cases currently in the works.</p>\n<p>\"We have stopped counting the number of lawsuits facing Big Tech,\" Kulkarni said. \"However, there is fairly limited consensus in the ideas or bills presented to date, and Congress has been focused on the pandemic and infrastructure bill for 2021.</p>\n<ul>\n <li>Kulkarni's other Black Swan predictions are:</li>\n <li>SPAC IPOs will outperform traditional IPOs and direct stock listings.</li>\n <li><a href=\"https://laohu8.com/S/UBER\">Uber</a>(NYSE:UBER)launches its own robotaxi service in several U.S. cities.</li>\n <li><a href=\"https://laohu8.com/S/TWTR\">Twitter</a>(NYSE:TWTR)and Pinterest(NYSE:PINS)are acquired and are no longer independent public companies.</li>\n <li>DoorDash(NYSE:DASH)acquires Instacart for between $40B-50B and spurs a new round of grocery delivery wars.</li>\n <li><a href=\"https://laohu8.com/S/AAPL\">Apple</a>(NASDAQ:AAPL)reaches $10B in annual revenue run rate from advertising due to changes in its iOS ad policies.</li>\n <li>Google's(NASDAQ:GOOG)YouTube get in position to go public.</li>\n <li>Snap(NYSE:SNAP)and TikTok (BDNCE) look to capitalize on their younger audiences by acquiring movie or gaming studios so they can boost their original video content offerings.</li>\n <li>As a \"bonus\" prediction, Kulkarni forecasts that as the pandemic ends, more people will go back to working out at gyms and neighborhood parks, and this will result in difficulty in forecasting sales for the likes of Peloton(NASDAQ:PTON). The home-exercise technology company also had its sails trimmed on Thursday when analysts at Citi cut their price target on Peloton's (PTON) stock to $38 a share on expectations of higher expenses and&nbsp;falling demand for Peloton (PTON) products next year.</li>\n</ul>","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>What are MKM Partners 'Black Swan' Internet predictions for 2022?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat are MKM Partners 'Black Swan' Internet predictions for 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 16:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.\nSo, it should come as...</p>\n\n<a href=\"https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","SNAP":"Snap Inc","AAPL":"苹果","DASH":"DoorDash, Inc.","PINS":"Pinterest, Inc.","PTON":"Peloton Interactive, Inc.","TWTR":"Twitter"},"source_url":"https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1156159690","content_text":"As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.\nSo, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Black Swan\"--or, High-Impact-Low-Probability [HILP]--predictions for 2022. Kulkarni said these ideas \"have a very low likelihood of occurrence, but we wouldn't assign a zero probability\" chance of then happening.\nThe \"HILP\" predictions Kulkarni has for 2022 include \"consumers [will] return to brick and mortar stores and millennials and Gen Z start watching TV.\" Kulkarni said this could result from Covid-19 vaccinations reaching mass-population levels and reaching an end to the pandemic.\nKulkarni said Facebook's(NASDAQ:FB)Meta could launch its own cryptocurrency that could start displacing several traditional fiat currencies, and that mega cap tech companies will manage to not pay any fines to U.S. or European regulators regarding legal cases currently in the works.\n\"We have stopped counting the number of lawsuits facing Big Tech,\" Kulkarni said. \"However, there is fairly limited consensus in the ideas or bills presented to date, and Congress has been focused on the pandemic and infrastructure bill for 2021.\n\nKulkarni's other Black Swan predictions are:\nSPAC IPOs will outperform traditional IPOs and direct stock listings.\nUber(NYSE:UBER)launches its own robotaxi service in several U.S. cities.\nTwitter(NYSE:TWTR)and Pinterest(NYSE:PINS)are acquired and are no longer independent public companies.\nDoorDash(NYSE:DASH)acquires Instacart for between $40B-50B and spurs a new round of grocery delivery wars.\nApple(NASDAQ:AAPL)reaches $10B in annual revenue run rate from advertising due to changes in its iOS ad policies.\nGoogle's(NASDAQ:GOOG)YouTube get in position to go public.\nSnap(NYSE:SNAP)and TikTok (BDNCE) look to capitalize on their younger audiences by acquiring movie or gaming studios so they can boost their original video content offerings.\nAs a \"bonus\" prediction, Kulkarni forecasts that as the pandemic ends, more people will go back to working out at gyms and neighborhood parks, and this will result in difficulty in forecasting sales for the likes of Peloton(NASDAQ:PTON). The home-exercise technology company also had its sails trimmed on Thursday when analysts at Citi cut their price target on Peloton's (PTON) stock to $38 a share on expectations of higher expenses and falling demand for Peloton (PTON) products next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692800459,"gmtCreate":1640902400369,"gmtModify":1640902400369,"author":{"id":"3577587999544687","authorId":"3577587999544687","name":"JeanA","avatar":"https://static.tigerbbs.com/bacc64b91297751dc5ec2ea2b291ee87","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577587999544687","authorIdStr":"3577587999544687"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692800459","repostId":"1139674064","repostType":4,"repost":{"id":"1139674064","kind":"news","pubTimestamp":1640878484,"share":"https://www.laohu8.com/m/news/1139674064?lang=&edition=full","pubTime":"2021-12-30 23:34","market":"us","language":"en","title":"Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1139674064","media":"Seeking Alpha","summary":"SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and gre","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.</li><li>Both NIO and LCID have strong brands and great tech, which allow them to demand high ASPs.</li><li>NIO seems like the lower-risk choice among these two, and due to being a lot farther along from a production ramp perspective, it is, I believe, the better choice today.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fe01e445aec1bb67f1b8d810f551603\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"/><span>Trygve Finkelsen/iStock Editorial via Getty Images</span></p><p><b>Article Thesis</b></p><p>The EV space has brought up many companies that do not seem too viable in the long run, but there are also strong contenders apart from Tesla (TSLA). In this report, we&#39;ll pit Lucid Group, Inc. (LCID) and NIO Inc. (NIO) against each other - two of the most interesting EV players that combine strong brands and high-end technological capabilities. In this report, we&#39;ll take a deeper dive into the tech and product side and will look at individual risks for both companies. Overall, I do believe that NIO is the more attractive choice among these two at current prices.</p><p><b>Lucid And NIO In The EV Market</b></p><p>The global EV market has been growing rapidly, with EV sales likely coming in a little north of six million, which is roughly twice as high as during the previous year. Clearly, EVs are a huge growth sector in the global automobile market, although it should be noted that most vehicles sold around the world are still powered by internal combustion engines. Over the years, EV market share should continue to climb rapidly, but it is not looking like EVs will dominate ICE vehicles any time soon.</p><p>The market leaders in the EV space are Tesla and BYD (OTCPK:BYDDY), and, depending on how one counts plug-in hybrids, Volkswagen (OTCPK:VWAGY). NIO Inc. and Lucid Group, Inc. are not among the largest companies for now. NIO is selling around 11,000 vehicles a month right now, which translates into a ~130,000 annual sales pace. Sales have been growing quickly, however, which is why NIO will most likely sell more than 130,000 vehicles next year, as deliveries should continue to climb sequentially. Lucid is way smaller for now, in terms of deliveries, as the company has likely sold a couple of hundred vehicles this year. Next year, Lucid Group targets deliveries of around 20,000 vehicles - up by a lot versus 2021, but still a relatively small number compared to the deliveries NIO and many other peers will hit next year.</p><p><b>LCID Vs. NIO&#39;s Past Quarterly Performance</b></p><p>As noted above, NIO&#39;s sales performance was way stronger than that of Lucid over the last three months, but that was hardly a surprise as LCID just began delivering vehicles to customers. On a share price basis, however, Lucid fared better:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7a6e7cb1b1485f32cc25ade9f387a5b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Over the last three months, LCID is up close to 50%, whereas NIO saw its shares drop by close to 20% over the same time frame. In NIO&#39;s case, macro worries about Chinese regulation played a role, whereas LCID benefitted a lot from growing enthusiasm for US-based EV players caused by Rivian&#39;s (RIVN) huge IPO success. On top of that, the start of deliveries also attracted new investors to Lucid&#39;s stock. If analysts are correct, NIO is the much better value today:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b1d0939d657b284e25d8447ccb211b5\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Shares are trading at less than half the consensus price target, which implies 100%+ upside over the next year, whereas LCID is trading almost perfectly in line with the current consensus price target - which implies no upside over the next year. NIO&#39;s underperformance over the last quarter thus seems to position the company well for a strong performance from the current level, whereas the same can&#39;t be said about Lucid.</p><p><b>Lucid Vs. NIO Key Metrics</b></p><p>Let&#39;s take a deeper look at the tech of the two companies, as well as at their branding, and their specific key risks. Both NIO and Lucid are active in the high-end segment of the EV industry, selling vehicles with ASPs well north of the average Tesla. NIO&#39;s ASP is around $70,000, and Lucid&#39;s ASP is even higher than that for now, as the company is selling the most expensive Air<i>Dream</i>version first. Tesla, the current EV leader, has an ASP of around $50,000. Both NIO and Tesla are thus operating in a more luxurious, higher-end segment of the market compared to Tesla. How are these companies able to demand way higher ASPs than Tesla? There are several factors at play, including branding, but one of the most important factors is their great tech.</p><p>NIO&#39;s battery-swapping technology, for example, allows its customers to fully &#34;recharge&#34; in a couple of minutes, while most other EVs take way longer to fully charge. Lucid doesn&#39;t employ battery-swapping, but its racing-tested 900V technology allows for both a huge range as well as for fast charging speeds - Lucid&#39;s architecture allows customers to charge up to 300 miles worth of energy in just 20 minutes. The Tesla S, for reference, uses a ~400V architecture that allows customers to recharge 200 miles in 15 minutes. Clearly, both NIO&#39;s solution, as well as Lucid&#39;s solution, seem superior compared to what Tesla is offering.</p><p>NIO&#39;s and Lucid&#39;s tech also looks highly competitive when it comes to their respective batteries. The Lucid Air Dream has an EPA range of 520 miles, which should be sufficient for almost all use cases. NIO has a larger product portfolio compared to Lucid, but when we take a look at its top-end sedan, battery performance looks even better. The NIO ET7, with a 150kWh battery (smaller options are available, too), has a range of up to 1,000km, which equates to around 620 miles of range. Again, both NIO and Lucid perform well compared to Tesla - the flagship S Plaid has an EPA range of 350 miles. Thanks to its experience in developing and supplying racing engines for electric race cars, Lucid crafts an especially efficient engine:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edf92a9709beceb826f2e86b3bc25dd6\" tg-width=\"1502\" tg-height=\"829\" referrerpolicy=\"no-referrer\"/><span>Source: Lucid presentation</span></p><p>A smaller, more efficient engine results in lower resource usage and reduces the weight of the vehicle, all else equal. This does, in turn, lead to a longer range, and it also allows for better handling and driving performance, all else equal. Lucid is by far not the biggest EV player today, but its engineers have developed some of the most compelling products and solutions among all currently active EV players.</p><p>NIO puts a lot of focus on technologies that will eventually allow for autonomous driving and puts massive numbers of sensors and huge computing power in its vehicles today. The ET7 uses the following sensing units for that goal:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b39530a306d0b27d76d36bccec0e147d\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/><span>Source: NIO</span></p><p>With 33 sensors that use up to 8MP, NIO&#39;s sensing capabilities easily blow away those of Tesla. The Tesla Model 3, which is, according to CEO Musk, ready for full-self-driving, only uses 8 cameras with 1.2MP each. One of NIO&#39;s sensors in the ET7 thus has almost as much sensing performance as all of the cameras in the M3 combined - and NIO uses 32 additional sensors in its model. Clearly, NIO&#39;s offering is superior - and that obviously comes at a price, as NIO is not skimping when it comes to putting the best tech in its vehicles. This is also showcased by the massive processing power of the chips NIO uses in the ET7. The ET7 uses four NVIDIA (NVDA) Orin SoCs, each of which offers slightly more than 250 trillion operations per second, which makes for combined computing power of more than 1,000 TOPS - unheard of in any production vehicle. Using four SoCs at the same time also provides for the redundancy that is required for critical systems in a self-driving scenario. it should be noted that NIO&#39;s self-driving tech is not as excellent on the software side - yet. At least for now, peers such as XPeng (XPEV) seem to employ the stronger algorithms, but that is a problem that NIO can solve over the coming quarters and years, and integrating future software in its vehicles that come with top-notch hardware shouldn&#39;t be a very difficult task. Lucid&#39;s self-driving tech, even though it doesn&#39;t get a lot of recognition yet, is not looking bad at all, either. The DreamDrive suite utilizes 32 onboard sensors, almost on par with NIO&#39;s Aquila system (and 4x more sensors compared to the M3, which is allegedly L5 ready from a hardware perspective).</p><p>Strong tech alone doesn&#39;t make for an attractive vehicle, however, as design, manufacturing quality, etc. have to be considered as well. Luckily, both NIO and Lucid compete very well on that basis, although the data on Lucid is still limited due to the low sales numbers - not too many people have driven a Lucid Air yet, thus data about reliability, etc. is limited. NIO, however, has been selling thousands of vehicles a month for quite some time, and its users are very satisfied with the vehicles&#39; quality. CnTechPost reports that J.D. Power has rated NIO the highest-quality EV company in China, ahead of Tesla. Lucid is not active in the country yet, but test drives by a wide range of auto journalists and magazines have generally resulted in very positive reviews. Both NIO and Lucid thus look strong from a design, quality, and tech perspective, with NIO putting more focus on customer-friendly items such as battery-swapping and driving assistance, whereas Lucid puts more focus on engine performance, battery tech, etc. Both avenues have their advantages, but I personally could see NIO benefit more from its easy-to-use, customer-friendly approach, as not too many people will buy an EV based on criteria such as the battery architecture. Still, Lucid&#39;s ability to develop high-performing vehicles should come in very handy in the highly competitive EV industry going forward.</p><p>With NIO, the main risk the market seems to worry about now is regulation/politics. I personally do not believe that regulation will be a huge risk for NIO. Chinese companies never were able to compete successfully in the ICE vehicle space, but with EV technologies bringing change to the entire global automobile industry, China saw its chance to become a global automobile powerhouse. Hurting NIO and other Chinese EV players would run contrary to those goals, which is why I believe that China is more interested in nurturing its own EV players, including NIO, instead of hurting them. Still, the market puts a discount on every Chinese company today, and that holds true for NIO as well - which might be a good thing for those seeking to buy into the company at a below-average valuation.</p><p>For Lucid, regulation doesn&#39;t seem like an important risk. Instead, the main risks here are the high valuation and the production ramp. As Tesla has shown, ramping up vehicle production is no easy task. The company oftentimes had to battle with delays and other issues, sometimes summarized as &#34;Production Hell&#34;. The same could hold true for Lucid, which will have to ramp up production at a high speed in the coming months and quarters in order to meet its ambitious production goals. It&#39;s not a certainty that it will experience similar issues to other manufacturers, of course, but due to a lack of experience, this seems a considerable risk worth keeping an eye on. On top of that, LCID&#39;s high valuation could be a considerable risk - shares trade at around 30x next year&#39;s expected revenue, and there is no guarantee at all that those revenues will actually be generated.</p><p><b>Is Lucid Or NIO Stock The Better Buy?</b></p><p>Both NIO and Lucid have attractive products that seem highly competitive in the EV market that is seeing more and more entrants. I do believe that both companies will have operational success over the coming years, driven by strong tech, attractive brands, and compelling product quality. Operational growth does not necessarily result in share price growth, however, as valuations can be a major hurdle when one buys at a price that is too high.</p><p>In NIO&#39;s case, that does not seem like an overly large risk, as shares are inexpensive relative to how other EV players are valued - NIO trades at ~4x next year&#39;s expected revenue, which represents a clear discount compared to LCID, RIVN, TSLA, and so on. Lucid, on the other hand, is trading at a very premium valuation of 30x next year&#39;s sales.</p><p>I do believe that, based on its larger size, more established operations, better progress in ramping production, and due to its much more reasonable valuation, NIO is the better pick among these two today.The recent share price decline makes for an attractive entry point for those interested in owning this top-notch Chinese EV player.</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>Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?</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\">\nLucid Vs. NIO Stock: Which EV Stock Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-30 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139674064","content_text":"SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and great tech, which allow them to demand high ASPs.NIO seems like the lower-risk choice among these two, and due to being a lot farther along from a production ramp perspective, it is, I believe, the better choice today.Trygve Finkelsen/iStock Editorial via Getty ImagesArticle ThesisThe EV space has brought up many companies that do not seem too viable in the long run, but there are also strong contenders apart from Tesla (TSLA). In this report, we'll pit Lucid Group, Inc. (LCID) and NIO Inc. (NIO) against each other - two of the most interesting EV players that combine strong brands and high-end technological capabilities. In this report, we'll take a deeper dive into the tech and product side and will look at individual risks for both companies. Overall, I do believe that NIO is the more attractive choice among these two at current prices.Lucid And NIO In The EV MarketThe global EV market has been growing rapidly, with EV sales likely coming in a little north of six million, which is roughly twice as high as during the previous year. Clearly, EVs are a huge growth sector in the global automobile market, although it should be noted that most vehicles sold around the world are still powered by internal combustion engines. Over the years, EV market share should continue to climb rapidly, but it is not looking like EVs will dominate ICE vehicles any time soon.The market leaders in the EV space are Tesla and BYD (OTCPK:BYDDY), and, depending on how one counts plug-in hybrids, Volkswagen (OTCPK:VWAGY). NIO Inc. and Lucid Group, Inc. are not among the largest companies for now. NIO is selling around 11,000 vehicles a month right now, which translates into a ~130,000 annual sales pace. Sales have been growing quickly, however, which is why NIO will most likely sell more than 130,000 vehicles next year, as deliveries should continue to climb sequentially. Lucid is way smaller for now, in terms of deliveries, as the company has likely sold a couple of hundred vehicles this year. Next year, Lucid Group targets deliveries of around 20,000 vehicles - up by a lot versus 2021, but still a relatively small number compared to the deliveries NIO and many other peers will hit next year.LCID Vs. NIO's Past Quarterly PerformanceAs noted above, NIO's sales performance was way stronger than that of Lucid over the last three months, but that was hardly a surprise as LCID just began delivering vehicles to customers. On a share price basis, however, Lucid fared better:Data by YChartsOver the last three months, LCID is up close to 50%, whereas NIO saw its shares drop by close to 20% over the same time frame. In NIO's case, macro worries about Chinese regulation played a role, whereas LCID benefitted a lot from growing enthusiasm for US-based EV players caused by Rivian's (RIVN) huge IPO success. On top of that, the start of deliveries also attracted new investors to Lucid's stock. If analysts are correct, NIO is the much better value today:Data by YChartsShares are trading at less than half the consensus price target, which implies 100%+ upside over the next year, whereas LCID is trading almost perfectly in line with the current consensus price target - which implies no upside over the next year. NIO's underperformance over the last quarter thus seems to position the company well for a strong performance from the current level, whereas the same can't be said about Lucid.Lucid Vs. NIO Key MetricsLet's take a deeper look at the tech of the two companies, as well as at their branding, and their specific key risks. Both NIO and Lucid are active in the high-end segment of the EV industry, selling vehicles with ASPs well north of the average Tesla. NIO's ASP is around $70,000, and Lucid's ASP is even higher than that for now, as the company is selling the most expensive AirDreamversion first. Tesla, the current EV leader, has an ASP of around $50,000. Both NIO and Tesla are thus operating in a more luxurious, higher-end segment of the market compared to Tesla. How are these companies able to demand way higher ASPs than Tesla? There are several factors at play, including branding, but one of the most important factors is their great tech.NIO's battery-swapping technology, for example, allows its customers to fully \"recharge\" in a couple of minutes, while most other EVs take way longer to fully charge. Lucid doesn't employ battery-swapping, but its racing-tested 900V technology allows for both a huge range as well as for fast charging speeds - Lucid's architecture allows customers to charge up to 300 miles worth of energy in just 20 minutes. The Tesla S, for reference, uses a ~400V architecture that allows customers to recharge 200 miles in 15 minutes. Clearly, both NIO's solution, as well as Lucid's solution, seem superior compared to what Tesla is offering.NIO's and Lucid's tech also looks highly competitive when it comes to their respective batteries. The Lucid Air Dream has an EPA range of 520 miles, which should be sufficient for almost all use cases. NIO has a larger product portfolio compared to Lucid, but when we take a look at its top-end sedan, battery performance looks even better. The NIO ET7, with a 150kWh battery (smaller options are available, too), has a range of up to 1,000km, which equates to around 620 miles of range. Again, both NIO and Lucid perform well compared to Tesla - the flagship S Plaid has an EPA range of 350 miles. Thanks to its experience in developing and supplying racing engines for electric race cars, Lucid crafts an especially efficient engine:Source: Lucid presentationA smaller, more efficient engine results in lower resource usage and reduces the weight of the vehicle, all else equal. This does, in turn, lead to a longer range, and it also allows for better handling and driving performance, all else equal. Lucid is by far not the biggest EV player today, but its engineers have developed some of the most compelling products and solutions among all currently active EV players.NIO puts a lot of focus on technologies that will eventually allow for autonomous driving and puts massive numbers of sensors and huge computing power in its vehicles today. The ET7 uses the following sensing units for that goal:Source: NIOWith 33 sensors that use up to 8MP, NIO's sensing capabilities easily blow away those of Tesla. The Tesla Model 3, which is, according to CEO Musk, ready for full-self-driving, only uses 8 cameras with 1.2MP each. One of NIO's sensors in the ET7 thus has almost as much sensing performance as all of the cameras in the M3 combined - and NIO uses 32 additional sensors in its model. Clearly, NIO's offering is superior - and that obviously comes at a price, as NIO is not skimping when it comes to putting the best tech in its vehicles. This is also showcased by the massive processing power of the chips NIO uses in the ET7. The ET7 uses four NVIDIA (NVDA) Orin SoCs, each of which offers slightly more than 250 trillion operations per second, which makes for combined computing power of more than 1,000 TOPS - unheard of in any production vehicle. Using four SoCs at the same time also provides for the redundancy that is required for critical systems in a self-driving scenario. it should be noted that NIO's self-driving tech is not as excellent on the software side - yet. At least for now, peers such as XPeng (XPEV) seem to employ the stronger algorithms, but that is a problem that NIO can solve over the coming quarters and years, and integrating future software in its vehicles that come with top-notch hardware shouldn't be a very difficult task. Lucid's self-driving tech, even though it doesn't get a lot of recognition yet, is not looking bad at all, either. The DreamDrive suite utilizes 32 onboard sensors, almost on par with NIO's Aquila system (and 4x more sensors compared to the M3, which is allegedly L5 ready from a hardware perspective).Strong tech alone doesn't make for an attractive vehicle, however, as design, manufacturing quality, etc. have to be considered as well. Luckily, both NIO and Lucid compete very well on that basis, although the data on Lucid is still limited due to the low sales numbers - not too many people have driven a Lucid Air yet, thus data about reliability, etc. is limited. NIO, however, has been selling thousands of vehicles a month for quite some time, and its users are very satisfied with the vehicles' quality. CnTechPost reports that J.D. Power has rated NIO the highest-quality EV company in China, ahead of Tesla. Lucid is not active in the country yet, but test drives by a wide range of auto journalists and magazines have generally resulted in very positive reviews. Both NIO and Lucid thus look strong from a design, quality, and tech perspective, with NIO putting more focus on customer-friendly items such as battery-swapping and driving assistance, whereas Lucid puts more focus on engine performance, battery tech, etc. Both avenues have their advantages, but I personally could see NIO benefit more from its easy-to-use, customer-friendly approach, as not too many people will buy an EV based on criteria such as the battery architecture. Still, Lucid's ability to develop high-performing vehicles should come in very handy in the highly competitive EV industry going forward.With NIO, the main risk the market seems to worry about now is regulation/politics. I personally do not believe that regulation will be a huge risk for NIO. Chinese companies never were able to compete successfully in the ICE vehicle space, but with EV technologies bringing change to the entire global automobile industry, China saw its chance to become a global automobile powerhouse. Hurting NIO and other Chinese EV players would run contrary to those goals, which is why I believe that China is more interested in nurturing its own EV players, including NIO, instead of hurting them. Still, the market puts a discount on every Chinese company today, and that holds true for NIO as well - which might be a good thing for those seeking to buy into the company at a below-average valuation.For Lucid, regulation doesn't seem like an important risk. Instead, the main risks here are the high valuation and the production ramp. As Tesla has shown, ramping up vehicle production is no easy task. The company oftentimes had to battle with delays and other issues, sometimes summarized as \"Production Hell\". The same could hold true for Lucid, which will have to ramp up production at a high speed in the coming months and quarters in order to meet its ambitious production goals. It's not a certainty that it will experience similar issues to other manufacturers, of course, but due to a lack of experience, this seems a considerable risk worth keeping an eye on. On top of that, LCID's high valuation could be a considerable risk - shares trade at around 30x next year's expected revenue, and there is no guarantee at all that those revenues will actually be generated.Is Lucid Or NIO Stock The Better Buy?Both NIO and Lucid have attractive products that seem highly competitive in the EV market that is seeing more and more entrants. I do believe that both companies will have operational success over the coming years, driven by strong tech, attractive brands, and compelling product quality. Operational growth does not necessarily result in share price growth, however, as valuations can be a major hurdle when one buys at a price that is too high.In NIO's case, that does not seem like an overly large risk, as shares are inexpensive relative to how other EV players are valued - NIO trades at ~4x next year's expected revenue, which represents a clear discount compared to LCID, RIVN, TSLA, and so on. Lucid, on the other hand, is trading at a very premium valuation of 30x next year's sales.I do believe that, based on its larger size, more established operations, better progress in ramping production, and due to its much more reasonable valuation, NIO is the better pick among these two today.The recent share price decline makes for an attractive entry point for those interested in owning this top-notch Chinese EV player.","news_type":1},"isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696135242,"gmtCreate":1640648460348,"gmtModify":1640648460348,"author":{"id":"3577587999544687","authorId":"3577587999544687","name":"JeanA","avatar":"https://static.tigerbbs.com/bacc64b91297751dc5ec2ea2b291ee87","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577587999544687","authorIdStr":"3577587999544687"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696135242","repostId":"1127544468","repostType":4,"repost":{"id":"1127544468","kind":"news","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":1640646504,"share":"https://www.laohu8.com/m/news/1127544468?lang=&edition=full","pubTime":"2021-12-28 07:08","market":"us","language":"en","title":"S&P 500 closes at record high on retail sales cheer","url":"https://stock-news.laohu8.com/highlight/detail?id=1127544468","media":"Reuters","summary":"Dec 27  - The S&P 500 indexended at a record high on Monday, its fourth straight session of gains, as strong U.S. retail sales underscored economic strength and eased worries from Omicron-driven flight cancellations that hit travel stocks.U.S. retail sales increased 8.5% year-over-year this holiday season, powered by an ecommerce boom, according to a Mastercard Inc report, giving the S&P 500 retailing indexa boost.Travel-related stocks, typically sensitive to coronavirus news, declined after U.S","content":"<p>Dec 27 (Reuters) - The S&amp;P 500 index(.SPX)ended at a record high on Monday, its fourth straight session of gains, as strong U.S. retail sales underscored economic strength and eased worries from Omicron-driven flight cancellations that hit travel stocks.</p>\n<p>U.S. retail sales increased 8.5% year-over-year this holiday season, powered by an ecommerce boom, according to a Mastercard Inc report, giving the S&amp;P 500 retailing index(.SPXRT)a boost.</p>\n<p>Travel-related stocks, typically sensitive to coronavirus news, declined after U.S. airlines canceled about 800 more flights on Monday after nixing thousands during the Christmas weekend, as Omicron cases soared.</p>\n<p>The S&amp;P 1500 airlines index&nbsp;shed 0.57%. Cruise operators <a href=\"https://laohu8.com/S/NCLH\">Norwegian Cruise Line</a> Holdings, <a href=\"https://laohu8.com/S/RGLD\">Royal</a> Caribbean(RCL.N)and <a href=\"https://laohu8.com/S/CCL\">Carnival</a> Corp(CCL.N)fell 2.55%, 1.35% and 1.18% respectively, among the biggest decliners on the benchmark S&amp;P 500.</p>\n<p>\"The market is in this interesting place where we have a strong consumer, with spending up 8% year over year. Personal consumption makes up 70% of our GDP, and that remains flush,\" said Sylvia Jablonski Kampaktsis, chief investment officer and co-founder at Defiance ETFs in <a href=\"https://laohu8.com/S/NWY\">New York</a>.</p>\n<p>\"Omicron reminds us that we still exist in this corona ecosystem. And it'll probably be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of many things that we will continue talking about with this virus but the doomsday COVID scenario of 2020 feels like it's far behind us.\"</p>\n<p>All 11 main S&amp;P 500 sector indexes advanced, with energy(.SPNY)and tech(.SPLRCT)leading percentage gains.</p>\n<p>The Dow Jones Industrial Average(.DJI)rose 351.82 points, or 0.98%, to 36,302.38, the S&amp;P 500(.SPX)gained 65.4 points, or 1.38%, to 4,791.19 and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite(.IXIC)added 217.89 points, or 1.39%, to 15,871.26.</p>\n<p>The S&amp;P 500 has climbed 4.9% during its recent run of gains, its biggest percentage gain over a four-day period since early November 2020.</p>\n<p>The Nasdaq Composite(.IXIC)got a boost from megacap companies, including Tesla Inc(TSLA.O), <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp(MSFT.O), <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc(AAPL.O)and <a href=\"https://laohu8.com/S/CASH\">Meta</a> Platform(FB.O).</p>\n<p>Main U.S. stock indexes are on track for a third straight yearly gain, with the benchmark S&amp;P 500(.SPX)poised for its best three-year performance since 1999.</p>\n<p>Volume on U.S. exchanges was 7.76 billion shares, compared with the 11.74 billion average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered decliners on the NYSE by a 2.29-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 58 new 52-week highs and no new lows; the Nasdaq Composite recorded 101 new highs and 145 new lows.</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>S&P 500 closes at record high on retail sales cheer</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\">\nS&P 500 closes at record high on retail sales cheer\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\">2021-12-28 07:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dec 27 (Reuters) - The S&amp;P 500 index(.SPX)ended at a record high on Monday, its fourth straight session of gains, as strong U.S. retail sales underscored economic strength and eased worries from Omicron-driven flight cancellations that hit travel stocks.</p>\n<p>U.S. retail sales increased 8.5% year-over-year this holiday season, powered by an ecommerce boom, according to a Mastercard Inc report, giving the S&amp;P 500 retailing index(.SPXRT)a boost.</p>\n<p>Travel-related stocks, typically sensitive to coronavirus news, declined after U.S. airlines canceled about 800 more flights on Monday after nixing thousands during the Christmas weekend, as Omicron cases soared.</p>\n<p>The S&amp;P 1500 airlines index&nbsp;shed 0.57%. Cruise operators <a href=\"https://laohu8.com/S/NCLH\">Norwegian Cruise Line</a> Holdings, <a href=\"https://laohu8.com/S/RGLD\">Royal</a> Caribbean(RCL.N)and <a href=\"https://laohu8.com/S/CCL\">Carnival</a> Corp(CCL.N)fell 2.55%, 1.35% and 1.18% respectively, among the biggest decliners on the benchmark S&amp;P 500.</p>\n<p>\"The market is in this interesting place where we have a strong consumer, with spending up 8% year over year. Personal consumption makes up 70% of our GDP, and that remains flush,\" said Sylvia Jablonski Kampaktsis, chief investment officer and co-founder at Defiance ETFs in <a href=\"https://laohu8.com/S/NWY\">New York</a>.</p>\n<p>\"Omicron reminds us that we still exist in this corona ecosystem. And it'll probably be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of many things that we will continue talking about with this virus but the doomsday COVID scenario of 2020 feels like it's far behind us.\"</p>\n<p>All 11 main S&amp;P 500 sector indexes advanced, with energy(.SPNY)and tech(.SPLRCT)leading percentage gains.</p>\n<p>The Dow Jones Industrial Average(.DJI)rose 351.82 points, or 0.98%, to 36,302.38, the S&amp;P 500(.SPX)gained 65.4 points, or 1.38%, to 4,791.19 and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite(.IXIC)added 217.89 points, or 1.39%, to 15,871.26.</p>\n<p>The S&amp;P 500 has climbed 4.9% during its recent run of gains, its biggest percentage gain over a four-day period since early November 2020.</p>\n<p>The Nasdaq Composite(.IXIC)got a boost from megacap companies, including Tesla Inc(TSLA.O), <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp(MSFT.O), <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc(AAPL.O)and <a href=\"https://laohu8.com/S/CASH\">Meta</a> Platform(FB.O).</p>\n<p>Main U.S. stock indexes are on track for a third straight yearly gain, with the benchmark S&amp;P 500(.SPX)poised for its best three-year performance since 1999.</p>\n<p>Volume on U.S. exchanges was 7.76 billion shares, compared with the 11.74 billion average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered decliners on the NYSE by a 2.29-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 58 new 52-week highs and no new lows; the Nasdaq Composite recorded 101 new highs and 145 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","SH":"标普500反向ETF","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","SPY":"标普500ETF","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","OEX":"标普100"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127544468","content_text":"Dec 27 (Reuters) - The S&P 500 index(.SPX)ended at a record high on Monday, its fourth straight session of gains, as strong U.S. retail sales underscored economic strength and eased worries from Omicron-driven flight cancellations that hit travel stocks.\nU.S. retail sales increased 8.5% year-over-year this holiday season, powered by an ecommerce boom, according to a Mastercard Inc report, giving the S&P 500 retailing index(.SPXRT)a boost.\nTravel-related stocks, typically sensitive to coronavirus news, declined after U.S. airlines canceled about 800 more flights on Monday after nixing thousands during the Christmas weekend, as Omicron cases soared.\nThe S&P 1500 airlines index shed 0.57%. Cruise operators Norwegian Cruise Line Holdings, Royal Caribbean(RCL.N)and Carnival Corp(CCL.N)fell 2.55%, 1.35% and 1.18% respectively, among the biggest decliners on the benchmark S&P 500.\n\"The market is in this interesting place where we have a strong consumer, with spending up 8% year over year. Personal consumption makes up 70% of our GDP, and that remains flush,\" said Sylvia Jablonski Kampaktsis, chief investment officer and co-founder at Defiance ETFs in New York.\n\"Omicron reminds us that we still exist in this corona ecosystem. And it'll probably be one of many things that we will continue talking about with this virus but the doomsday COVID scenario of 2020 feels like it's far behind us.\"\nAll 11 main S&P 500 sector indexes advanced, with energy(.SPNY)and tech(.SPLRCT)leading percentage gains.\nThe Dow Jones Industrial Average(.DJI)rose 351.82 points, or 0.98%, to 36,302.38, the S&P 500(.SPX)gained 65.4 points, or 1.38%, to 4,791.19 and the Nasdaq Composite(.IXIC)added 217.89 points, or 1.39%, to 15,871.26.\nThe S&P 500 has climbed 4.9% during its recent run of gains, its biggest percentage gain over a four-day period since early November 2020.\nThe Nasdaq Composite(.IXIC)got a boost from megacap companies, including Tesla Inc(TSLA.O), Microsoft Corp(MSFT.O), Apple Inc(AAPL.O)and Meta Platform(FB.O).\nMain U.S. stock indexes are on track for a third straight yearly gain, with the benchmark S&P 500(.SPX)poised for its best three-year performance since 1999.\nVolume on U.S. exchanges was 7.76 billion shares, compared with the 11.74 billion average for the full session over the last 20 trading days.\nAdvancing issues outnumbered decliners on the NYSE by a 2.29-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored advancers.\nThe S&P 500 posted 58 new 52-week highs and no new lows; the Nasdaq Composite recorded 101 new highs and 145 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698552679,"gmtCreate":1640477437926,"gmtModify":1640477437926,"author":{"id":"3577587999544687","authorId":"3577587999544687","name":"JeanA","avatar":"https://static.tigerbbs.com/bacc64b91297751dc5ec2ea2b291ee87","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577587999544687","authorIdStr":"3577587999544687"},"themes":[],"htmlText":"Hard","listText":"Hard","text":"Hard","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698552679","repostId":"2193317305","repostType":4,"repost":{"id":"2193317305","kind":"highlight","pubTimestamp":1640399660,"share":"https://www.laohu8.com/m/news/2193317305?lang=&edition=full","pubTime":"2021-12-25 10:34","market":"us","language":"en","title":"Can This Top Blue Chip Stock Handle Soaring Inflation?","url":"https://stock-news.laohu8.com/highlight/detail?id=2193317305","media":"Motley Fool","summary":"We are in strange times right now, so how companies navigate the current environment is vital to their success.","content":"<p>In the month of November, the Consumer Price Index, a widely used measure of inflation, jumped 6.8% from a year ago. Sparked by supply-chain disruptions and labor shortages across the economy, it was the highest increase in almost 40 years.&nbsp;</p>\n<p>For a company like&nbsp;<b>Home Depot</b>&nbsp;(NYSE:HD) that has done extremely well during the pandemic, the threat of rising costs is a real challenge heading into the new year, having possibly negative implications ahead of what is traditionally a busy spring and summer for the&nbsp;business.&nbsp;</p>\n<p>Continue reading to find out how this&nbsp;blue chip stock&nbsp;is dealing with the current situation.&nbsp;</p>\n<h2>Lumber prices are going back up&nbsp;</h2>\n<p>A major commodity that has a meaningful&nbsp;impact&nbsp;on Home Depot's&nbsp;business&nbsp;is lumber. From April 2020 to May 2021,&nbsp;lumber prices skyrocketed&nbsp;to nearly $1,700 per thousand board feet, an all-time record. Prices came down over the following few months, but they shot up again from mid-November to mid-December, settling at just over $1,000 per thousand board feet today. This is still extremely high from a historical perspective.&nbsp;</p>\n<p>\"Lumber is a driver of projects throughout the business, and that certainly carries on,\" Chief Executive Officer Craig Menear highlighted on the company's third-quarter earnings call. During Home Depot's fiscal second quarter that ended Aug. 1 (when lumber prices were sky-high), the company posted record quarterly sales of $41.1 billion. The gross margin of 33.2%, while down slightly from previous quarters, was still very healthy and in line with past results.&nbsp;</p>\n<p>This is a positive indicator of Home Depot's ability to handle the unpredictable price swings with a core commodity like lumber. As prices soared, unit sales fell. Even so, the business reported a historic quarter. Now, as lumber prices rise, especially ahead of the busy home-building and remodeling season in the spring and summer, don't be surprised if lumber unit sales start to drop again.&nbsp;</p>\n<p>Nonetheless, other product categories like outdoor garden, appliances, and kitchen and bath should be strong. And thanks to a robust housing market, characterized by low interest rates, consumers are increasingly looking to undertake renovation projects to boost the value of their existing homes. This underlying trend supports demand for the products and services Home Depot offers.&nbsp;</p>\n<p>\"We have effectively managed inflationary environments in the past, and we feel good about our ability to continue managing through the current environment,\" said President and Chief Operating Officer Ted Decker on the latest conference call with Wall Street analysts.</p>\n<h2>Home Depot's success is&nbsp;undeniable&nbsp;</h2>\n<p>One of Home Depot's overarching objectives is to be the low-cost provider in the home improvement industry. This means that the business wants to lag competitors when raising prices and lead when reducing prices. Obviously, this negatively impacts profitability in the near term as the company is hesitant to pass higher costs on to consumers.&nbsp;</p>\n<p>But if we look at Home Depot's historical performance, we see that this is definitely the right strategy to take. Over the past several years, while revenue has grown in the mid-single digits on a yearly basis, net income has soared as a result of expanding margins. In fiscal 2015, profit totaled $7 billion. Over the trailing-12-month period, it was almost $16 billion.&nbsp;</p>\n<p>And the business is popular among contractors and other professionals, who account for roughly 45% of sales. Instead of immediately passing on higher input costs, which could alienate these high-value customers and push them to competitors, Home Depot understands that building long-term relationships with them is crucial to the success of the company. Sacrificing margin in unusual times like today to keep customers loyal is the right move.&nbsp;</p>\n<p>The current economic environment is full of uncertainties with issues like the omicron coronavirus variant and tightening monetary policy receiving the bulk of investors' attention. When it comes to inflation in particular, I have no reason to believe that Home Depot won't be able to step up to whatever challenges 2022 brings. &nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can This Top Blue Chip Stock Handle Soaring Inflation?</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\">\nCan This Top Blue Chip Stock Handle Soaring Inflation?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/can-top-blue-chip-stock-handle-soaring-inflation/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the month of November, the Consumer Price Index, a widely used measure of inflation, jumped 6.8% from a year ago. Sparked by supply-chain disruptions and labor shortages across the economy, it was ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/can-top-blue-chip-stock-handle-soaring-inflation/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HD":"家得宝","BK4083":"家庭装潢零售","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4504":"桥水持仓","BK4566":"资本集团"},"source_url":"https://www.fool.com/investing/2021/12/24/can-top-blue-chip-stock-handle-soaring-inflation/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193317305","content_text":"In the month of November, the Consumer Price Index, a widely used measure of inflation, jumped 6.8% from a year ago. Sparked by supply-chain disruptions and labor shortages across the economy, it was the highest increase in almost 40 years. \nFor a company like Home Depot (NYSE:HD) that has done extremely well during the pandemic, the threat of rising costs is a real challenge heading into the new year, having possibly negative implications ahead of what is traditionally a busy spring and summer for the business. \nContinue reading to find out how this blue chip stock is dealing with the current situation. \nLumber prices are going back up \nA major commodity that has a meaningful impact on Home Depot's business is lumber. From April 2020 to May 2021, lumber prices skyrocketed to nearly $1,700 per thousand board feet, an all-time record. Prices came down over the following few months, but they shot up again from mid-November to mid-December, settling at just over $1,000 per thousand board feet today. This is still extremely high from a historical perspective. \n\"Lumber is a driver of projects throughout the business, and that certainly carries on,\" Chief Executive Officer Craig Menear highlighted on the company's third-quarter earnings call. During Home Depot's fiscal second quarter that ended Aug. 1 (when lumber prices were sky-high), the company posted record quarterly sales of $41.1 billion. The gross margin of 33.2%, while down slightly from previous quarters, was still very healthy and in line with past results. \nThis is a positive indicator of Home Depot's ability to handle the unpredictable price swings with a core commodity like lumber. As prices soared, unit sales fell. Even so, the business reported a historic quarter. Now, as lumber prices rise, especially ahead of the busy home-building and remodeling season in the spring and summer, don't be surprised if lumber unit sales start to drop again. \nNonetheless, other product categories like outdoor garden, appliances, and kitchen and bath should be strong. And thanks to a robust housing market, characterized by low interest rates, consumers are increasingly looking to undertake renovation projects to boost the value of their existing homes. This underlying trend supports demand for the products and services Home Depot offers. \n\"We have effectively managed inflationary environments in the past, and we feel good about our ability to continue managing through the current environment,\" said President and Chief Operating Officer Ted Decker on the latest conference call with Wall Street analysts.\nHome Depot's success is undeniable \nOne of Home Depot's overarching objectives is to be the low-cost provider in the home improvement industry. This means that the business wants to lag competitors when raising prices and lead when reducing prices. Obviously, this negatively impacts profitability in the near term as the company is hesitant to pass higher costs on to consumers. \nBut if we look at Home Depot's historical performance, we see that this is definitely the right strategy to take. Over the past several years, while revenue has grown in the mid-single digits on a yearly basis, net income has soared as a result of expanding margins. In fiscal 2015, profit totaled $7 billion. Over the trailing-12-month period, it was almost $16 billion. \nAnd the business is popular among contractors and other professionals, who account for roughly 45% of sales. Instead of immediately passing on higher input costs, which could alienate these high-value customers and push them to competitors, Home Depot understands that building long-term relationships with them is crucial to the success of the company. Sacrificing margin in unusual times like today to keep customers loyal is the right move. \nThe current economic environment is full of uncertainties with issues like the omicron coronavirus variant and tightening monetary policy receiving the bulk of investors' attention. When it comes to inflation in particular, I have no reason to believe that Home Depot won't be able to step up to whatever challenges 2022 brings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692903214,"gmtCreate":1640820015331,"gmtModify":1640820015385,"author":{"id":"3577587999544687","authorId":"3577587999544687","name":"JeanA","avatar":"https://static.tigerbbs.com/bacc64b91297751dc5ec2ea2b291ee87","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577587999544687","authorIdStr":"3577587999544687"},"themes":[],"htmlText":"Hmm&nbsp;","listText":"Hmm&nbsp;","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692903214","repostId":"2195466435","repostType":4,"repost":{"id":"2195466435","kind":"news","pubTimestamp":1640814752,"share":"https://www.laohu8.com/m/news/2195466435?lang=&edition=full","pubTime":"2021-12-30 05:52","market":"us","language":"en","title":"Dow, S&P Close at Record Highs as Omicron Worries Ease","url":"https://stock-news.laohu8.com/highlight/detail?id=2195466435","media":"Reuters","summary":"Dec 29 (Reuters) - The Dow and S&P 500 closed at all-time highs on Wednesday on a boost from retaile","content":"<html><head></head><body><p>Dec 29 (Reuters) - The Dow and S&amp;P 500 closed at all-time highs on Wednesday on a boost from retailers including Walgreens and Nike, as investors shrugged off concerns on the spreading Omicron variant.</p><p>The Dow has now risen six straight trading days, marking the longest streak of gains since a seven-session run from March 5 to March 15 this year.</p><p><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> and Nike Inc rose 1.59% and 1.42% respectively against the backdrop of recent reports suggesting holiday sales were strong for U.S. retailers.</p><p>Data on Wednesday showed the U.S. trade deficit in goods mushroomed to the widest ever in November as imports of consumer goods shot to a record, as the coronavirus pandemic has limited spending by Americans on services.</p><p>Some early studies pointing to a reduced risk of hospitalization in Omicron cases have eased some investors concerns over the travel disruptions and powered the S&amp;P 500 to record highs this week.</p><p>&#34;The market started to recognize that the Omicron variant was in a strange way good news, because it will burn itself out more rapidly because it&#39;s easily transmissible, but it&#39;s less likely to overwhelm hospitals,&#34; said Jay Hatfield, founder and chief executive of Infrastructure Capital Management in New York. Still, he said Omicron arguably is going to be a headwind for at least the next month.</p><p>Meanwhile, the S&amp;P 1500 airlines index dipped. Delta Air Lines and Alaska Air Group canceled hundreds of flights again on Tuesday as the daily tally of infections in the United States surged.</p><p>Three of the 11 major S&amp;P sector indexes declined, the energy index, the consumer services sector .SPLRCL and the financial sector are in the red.</p><p>Typically, the final five trading days of the year and the first two of the subsequent year are seasonally strong for U.S. stocks, known as the &#34;Santa Claus Rally.&#34; However, market participants warned against reading too much into daily moves as the holiday season tends to record some of the lowest volume turnovers that can cause exaggerated price action.</p><p>The Dow Jones Industrial Average rose 90.42 points, or 0.25%, to 36,488.63, the S&amp;P 500 gained 6.71 points, or 0.14%, to 4,793.06 and the Nasdaq Composite dropped 15.51 points, or 0.1%, to 15,766.22.</p><p>The S&amp;P 500 dipped on Tuesday in the lowest trading volume session of 2021, snapping a four-day winning streak.</p><p>As 2021 draws to a close, the main U.S. stock indexes are on pace for their third straight year of stunning annual returns, boosted by historic fiscal and monetary stimulus. The S&amp;P 500 is looking at its strongest three-year performance since 1999.</p><p>The focus next year will shift to the U.S. Federal Reserve&#39;s path of interest rate hikes amid a surge in prices caused by supply chain bottlenecks and a strong economic rebound.</p><p>Among other stocks, shares of Victoria’s Secret &amp; Co rose more than 12% after the intimate apparel retailer announced a $250 million accelerated share repurchase program. The retailer also said they had strong sales over the holidays.</p><p>Tesla&#39;s CEO Elon Musk exercised all of his options expiring next year, signaling an end to his stock sales. Its shares dropped 0.21% but were still on course to end about 54% for the year.</p><p>Volume on U.S. exchanges was 7.89 billion shares, compared with the 11.15 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.20-to-1 ratio; on Nasdaq, a 1.43-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 76 new 52-week highs and no new lows; the Nasdaq Composite recorded 77 new highs and 374 new lows.</p></body></html>","source":"yahoofinance","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>Dow, S&P Close at Record Highs as Omicron Worries Ease</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow, S&P Close at Record Highs as Omicron Worries Ease\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-30 05:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-dow-p-close-215232570.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dec 29 (Reuters) - The Dow and S&P 500 closed at all-time highs on Wednesday on a boost from retailers including Walgreens and Nike, as investors shrugged off concerns on the spreading Omicron variant...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-dow-p-close-215232570.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEX":"标普100","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","BK4534":"瑞士信贷持仓","BK4079":"房地产服务","BK4559":"巴菲特持仓","UPRO":"三倍做多标普500ETF","BK4504":"桥水持仓","BK4539":"次新股","BK4550":"红杉资本持仓","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF"},"source_url":"https://finance.yahoo.com/news/us-stocks-dow-p-close-215232570.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2195466435","content_text":"Dec 29 (Reuters) - The Dow and S&P 500 closed at all-time highs on Wednesday on a boost from retailers including Walgreens and Nike, as investors shrugged off concerns on the spreading Omicron variant.The Dow has now risen six straight trading days, marking the longest streak of gains since a seven-session run from March 5 to March 15 this year.Walgreens Boots Alliance and Nike Inc rose 1.59% and 1.42% respectively against the backdrop of recent reports suggesting holiday sales were strong for U.S. retailers.Data on Wednesday showed the U.S. trade deficit in goods mushroomed to the widest ever in November as imports of consumer goods shot to a record, as the coronavirus pandemic has limited spending by Americans on services.Some early studies pointing to a reduced risk of hospitalization in Omicron cases have eased some investors concerns over the travel disruptions and powered the S&P 500 to record highs this week.\"The market started to recognize that the Omicron variant was in a strange way good news, because it will burn itself out more rapidly because it's easily transmissible, but it's less likely to overwhelm hospitals,\" said Jay Hatfield, founder and chief executive of Infrastructure Capital Management in New York. Still, he said Omicron arguably is going to be a headwind for at least the next month.Meanwhile, the S&P 1500 airlines index dipped. Delta Air Lines and Alaska Air Group canceled hundreds of flights again on Tuesday as the daily tally of infections in the United States surged.Three of the 11 major S&P sector indexes declined, the energy index, the consumer services sector .SPLRCL and the financial sector are in the red.Typically, the final five trading days of the year and the first two of the subsequent year are seasonally strong for U.S. stocks, known as the \"Santa Claus Rally.\" However, market participants warned against reading too much into daily moves as the holiday season tends to record some of the lowest volume turnovers that can cause exaggerated price action.The Dow Jones Industrial Average rose 90.42 points, or 0.25%, to 36,488.63, the S&P 500 gained 6.71 points, or 0.14%, to 4,793.06 and the Nasdaq Composite dropped 15.51 points, or 0.1%, to 15,766.22.The S&P 500 dipped on Tuesday in the lowest trading volume session of 2021, snapping a four-day winning streak.As 2021 draws to a close, the main U.S. stock indexes are on pace for their third straight year of stunning annual returns, boosted by historic fiscal and monetary stimulus. The S&P 500 is looking at its strongest three-year performance since 1999.The focus next year will shift to the U.S. Federal Reserve's path of interest rate hikes amid a surge in prices caused by supply chain bottlenecks and a strong economic rebound.Among other stocks, shares of Victoria’s Secret & Co rose more than 12% after the intimate apparel retailer announced a $250 million accelerated share repurchase program. The retailer also said they had strong sales over the holidays.Tesla's CEO Elon Musk exercised all of his options expiring next year, signaling an end to his stock sales. Its shares dropped 0.21% but were still on course to end about 54% for the year.Volume on U.S. exchanges was 7.89 billion shares, compared with the 11.15 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 1.20-to-1 ratio; on Nasdaq, a 1.43-to-1 ratio favored decliners.The S&P 500 posted 76 new 52-week highs and no new lows; the Nasdaq Composite recorded 77 new highs and 374 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698760913,"gmtCreate":1640559571130,"gmtModify":1640559571130,"author":{"id":"3577587999544687","authorId":"3577587999544687","name":"JeanA","avatar":"https://static.tigerbbs.com/bacc64b91297751dc5ec2ea2b291ee87","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577587999544687","authorIdStr":"3577587999544687"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698760913","repostId":"1189584434","repostType":4,"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}