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2021-09-10

$Tiger Brokers(TIGR)$老虎大手笔的花钱打广告。。。所以这季亏了。不过广告有效。客户长了。

2021-06-16

So up or down?

The Fed Should Talk About Tapering. Here’s What Could Happen to the Stock Market.

2021-06-15

I am glad but also wary that these are already priced in.

抱歉，原内容已删除

2021-04-14

You forgot that NIO is more than a car selling company. It offers battery swap and charging. And NIO has plenty of cost saving opportunity to bring up the bottom line later. It might be more than a TSLA

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down?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169596449","repostId":"1185142374","repostType":4,"repost":{"id":"1185142374","pubTimestamp":1623811255,"share":"https://www.laohu8.com/m/news/1185142374?lang=&edition=full","pubTime":"2021-06-16 10:40","market":"us","language":"en","title":"The Fed Should Talk About Tapering. Here’s What Could Happen to the Stock Market.","url":"https://stock-news.laohu8.com/highlight/detail?id=1185142374","media":"Barrons","summary":"Investors expect the Federal Reserve to remain supportive of the economy and financial markets. But ","content":"<p>Investors expect the Federal Reserve to remain supportive of the economy and financial markets. But the central bank has limited margin for error, and any miscues on messaging could be costly to the stock market.</p>\n<p>Markets do not expect the Fed to make any sudden or drastic changes to its current easy-money policy. The 10-year Treasury bond’s yield has fallen to 1.51% from 1.64% a month ago, even as inflation has run hotter than expected. The Nasdaq 100, an index of large capitalization and fast-growing technology companies,is up more than 5% in the past month. Growth stocks see a significant valuation booster when long-dated bond yields remain low, as growth companies expect growing profits on a particularly long-term basis. But while&nbsp;investors expect the Fed to soon reduce the size of its bond-buying program, which would raise bond prices and lower their yields, most don’t think the Fed will do so immediately or drastically.</p>\n<p>“It’s pretty clear that the market expects Fed Chair Powell to strongly reiterate his stances,” writes Chris Senyek, chief investment strategist at Wolfe Research.</p>\n<p>Now, the Fed could stoke a harsh move downwards in tech stocks if it doesn’t choose its words wisely. With the Nasdaq 100 hovering just below a new all-time high set on June 14—accompanied with a 10-year Treasury bond yield that’s well below its 2021 peak of 1.75%—tech stocks are vulnerable to a downward jolt if the Fed misspeaks. Senyek notes that the Fed may indeed be more ready to taper—or reduce the size of its bond-buying program—than some appreciate. He cites the&nbsp;recently hot inflation. To be sure, most market participants see&nbsp;inflation as transitory, a result of a natural year-over-year bounce from low prices during last year’s lockdown. Even so, if the Fed speaks in a way that indicates it will begin tapering before the end of the year—which is the expected timing—stocks could fall sharply.</p>\n<p>“With both stocks and bonds currently ‘priced for perfection,’ the slightest miscommunication could spark a sharp selloff,” says Senyek, who cites the Nasdsaq 100’s recent rise.</p>\n<p>Watch to see if the Fed is about to begin tapering, or is merely considering the move in the coming quarters.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed Should Talk About Tapering. Here’s What Could Happen to the Stock Market.</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\">\nThe Fed Should Talk About Tapering. Here’s What Could Happen to the Stock Market.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 10:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-fed-tapering-stock-market-51623777984?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors expect the Federal Reserve to remain supportive of the economy and financial markets. But the central bank has limited margin for error, and any miscues on messaging could be costly to the ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-fed-tapering-stock-market-51623777984?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/the-fed-tapering-stock-market-51623777984?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185142374","content_text":"Investors expect the Federal Reserve to remain supportive of the economy and financial markets. But the central bank has limited margin for error, and any miscues on messaging could be costly to the stock market.\nMarkets do not expect the Fed to make any sudden or drastic changes to its current easy-money policy. The 10-year Treasury bond’s yield has fallen to 1.51% from 1.64% a month ago, even as inflation has run hotter than expected. The Nasdaq 100, an index of large capitalization and fast-growing technology companies,is up more than 5% in the past month. Growth stocks see a significant valuation booster when long-dated bond yields remain low, as growth companies expect growing profits on a particularly long-term basis. But while investors expect the Fed to soon reduce the size of its bond-buying program, which would raise bond prices and lower their yields, most don’t think the Fed will do so immediately or drastically.\n“It’s pretty clear that the market expects Fed Chair Powell to strongly reiterate his stances,” writes Chris Senyek, chief investment strategist at Wolfe Research.\nNow, the Fed could stoke a harsh move downwards in tech stocks if it doesn’t choose its words wisely. With the Nasdaq 100 hovering just below a new all-time high set on June 14—accompanied with a 10-year Treasury bond yield that’s well below its 2021 peak of 1.75%—tech stocks are vulnerable to a downward jolt if the Fed misspeaks. Senyek notes that the Fed may indeed be more ready to taper—or reduce the size of its bond-buying program—than some appreciate. He cites the recently hot inflation. To be sure, most market participants see inflation as transitory, a result of a natural year-over-year bounce from low prices during last year’s lockdown. Even so, if the Fed speaks in a way that indicates it will begin tapering before the end of the year—which is the expected timing—stocks could fall sharply.\n“With both stocks and bonds currently ‘priced for perfection,’ the slightest miscommunication could spark a sharp selloff,” says Senyek, who cites the Nasdsaq 100’s recent rise.\nWatch to see if the Fed is about to begin tapering, or is merely considering the move in the coming quarters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187143080,"gmtCreate":1623747754740,"gmtModify":1634029181017,"author":{"id":"3577704452527934","authorId":"3577704452527934","name":"li0017in","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577704452527934","authorIdStr":"3577704452527934"},"themes":[],"htmlText":"I am glad but also wary that these are already priced in.","listText":"I am glad but also wary that these are already priced in.","text":"I am glad but also wary that these are already priced in.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187143080","repostId":"1119457448","repostType":4,"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344653407,"gmtCreate":1618407736609,"gmtModify":1634293160871,"author":{"id":"3577704452527934","authorId":"3577704452527934","name":"li0017in","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577704452527934","authorIdStr":"3577704452527934"},"themes":[],"htmlText":"You forgot that NIO is more than a car selling company. It offers battery swap and charging. And NIO has plenty of cost saving opportunity to bring up the bottom line later. It might be more than a TSLA","listText":"You forgot that NIO is more than a car selling company. It offers battery swap and charging. And NIO has plenty of cost saving opportunity to bring up the bottom line later. It might be more than a TSLA","text":"You forgot that NIO is more than a car selling company. It offers battery swap and charging. And NIO has plenty of cost saving opportunity to bring up the bottom line later. It might be more than a TSLA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344653407","repostId":"1127399444","repostType":2,"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":883488731,"gmtCreate":1631263153823,"gmtModify":1632883564284,"author":{"id":"3577704452527934","authorId":"3577704452527934","name":"li0017in","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577704452527934","authorIdStr":"3577704452527934"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>老虎大手笔的花钱打广告。。。所以这季亏了。不过广告有效。客户长了。","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>老虎大手笔的花钱打广告。。。所以这季亏了。不过广告有效。客户长了。","text":"$Tiger Brokers(TIGR)$老虎大手笔的花钱打广告。。。所以这季亏了。不过广告有效。客户长了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883488731","isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":344653407,"gmtCreate":1618407736609,"gmtModify":1634293160871,"author":{"id":"3577704452527934","authorId":"3577704452527934","name":"li0017in","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577704452527934","authorIdStr":"3577704452527934"},"themes":[],"htmlText":"You forgot that NIO is more than a car selling company. It offers battery swap and charging. And NIO has plenty of cost saving opportunity to bring up the bottom line later. It might be more than a TSLA","listText":"You forgot that NIO is more than a car selling company. It offers battery swap and charging. And NIO has plenty of cost saving opportunity to bring up the bottom line later. It might be more than a TSLA","text":"You forgot that NIO is more than a car selling company. It offers battery swap and charging. And NIO has plenty of cost saving opportunity to bring up the bottom line later. It might be more than a TSLA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344653407","repostId":"1127399444","repostType":2,"repost":{"id":"1127399444","pubTimestamp":1618386030,"share":"https://www.laohu8.com/m/news/1127399444?lang=&edition=full","pubTime":"2021-04-14 15:40","market":"us","language":"en","title":"Nio Stock May Be Priced Like Tesla, but There’s No Good Reason for It","url":"https://stock-news.laohu8.com/highlight/detail?id=1127399444","media":"InvestorPlace","summary":"It's only a matter of time before reality catches Nio stock.Nio came public a few years ago with the ambition of becoming the ChineseTesla. It will never achieve that goal, yet Nio stock is priced as though the goal is reasonable.I explained why it can’t be Teslalast year. After a massive infusion ofgovernment capital, Nio is mainly a high-end brand forJAC Motors, a government-backed company that makes the carin Hefei. JAC makesa full rangeof vehicles. Think of the Nio as its Cadillac.Yet Nio st","content":"<blockquote>\n It's only a matter of time before reality catches Nio stock.\n</blockquote>\n<p><b>Nio</b>(NYSE:<b><u>NIO</u></b>) came public a few years ago with the ambition of becoming the Chinese<b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>).&nbsp;It will never achieve that goal, yet Nio stock is priced as though the goal is reasonable.</p>\n<p>I explained why it can’t be Teslalast year.&nbsp;After a massive infusion ofgovernment capital, Nio is mainly a high-end brand forJAC Motors, a government-backed company that makes the carin Hefei. JAC makesa full rangeof vehicles.&nbsp;Think of the Nio as its Cadillac.</p>\n<p>Yet Nio stock is still priced a lot like Tesla. It will open today at around $37. That’s a market cap of around $62.5 billion for a company that had sales of about $2.4 billion last year. Tesla now has a market cap of $650 billion on 2020 revenue of $31.5 billion. On a price to sales basis, Nio is selling for 26 times revenue, Tesla for 20.6 times revenue.</p>\n<p>It’s true that, because of its smaller size, Nio is growing faster than Tesla. Much fuss was made recently when it rolled its100,000th vehicle off the JAC line. While the latest ES8 does offer a lower price point than earlier models, it’s nothing likethe EP9 supercaron which Nio made its name. It’snot for the racetrack.</p>\n<p>Nio also faces more competition than Tesla ever dreamed of having, even within its niche.<b>XPeng</b>(NASDAQ:<b><u>XPEV</u></b>), which unlike Nio has its own factory in Guangzhou, delivered5,102 carsin March, against Nio’s 7,257.</p>\n<p>Nio’s totalwas 300% higherthan during the same month in 2020. But both Nio and XPeng were dwarfed by the 16,301 electrics sold byBYD Motors, which started in batteries and is backed by<b>Berkshire Hathaway’s</b>(NYSE:<b><u>BRK.A</u></b>) Warren Buffett. BYD also sells hybrid and gas-powered models.</p>\n<p><b>The Size Problem and Nio Stock</b></p>\n<p>Successful car manufacturing is about achieving and maintaining scale, necessary to keep costs down.</p>\n<p>Nio’s lack of scale means it will have trouble meeting its second-quarter goal of 7,500 cars, due to aglobal chip shortage.</p>\n<p>There are indications investors are catching on. Nio stock peaked atmore than $60 in February&nbsp;and is now down by more than a third.</p>\n<p>Tesla has achieved scale. It is delivering10 times morecars than Nio each month, and it continues to do well in China. Tesla has begun taking bookings for its Model Y,made in Shanghai, which is expected to outsell the Nio.</p>\n<p>Yetanalystscontinue to pound the table for Nio stock. The average price target at Tipranks is $62,nearly a 63% gainfrom its present price.</p>\n<p>Our Tezcan Gecgildisagreeswith the consensus. Nio sold fewer than 44,000 cars last year&nbsp;out of 1.3 million&nbsp;EVs sold throughout China.</p>\n<p><b>The Bottom Line</b></p>\n<p>The Nio is a Cadillac among electric vehicles in China. Not enough Chinese drive Cadillacs.</p>\n<p>Many analysts think of electrics as just gas-powered cars with a different power train. They’re not. They’re going to be increasingly computer-controlled. Many are going to be utility vehicles, like delivery vans. Even big car makers like<b>General Motors</b>(NYSE:<b><u>GM</u></b>) and<b>Volkswagen</b>(OTCMKTS:<b><u>VLKAY</u></b>) see transportation becoming a service, rather than remaining a product.</p>\n<p>Scale can help today’s electric makers evolve with the market. Tesla has scale. JAC has scale. But Nio is just a small part of JAC. You’re not getting JAC when you buy Nio, you’re just getting the top end of its product line.</p>\n<p>When investors realize where the electric car revolution is taking us, there will be a reckoning. JAC may through it, but I don’t think Nio stock will.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Stock May Be Priced Like Tesla, but There’s No Good Reason for It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Stock May Be Priced Like Tesla, but There’s No Good Reason for It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 15:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/nio-stock-priced-like-tesla/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's only a matter of time before reality catches Nio stock.\n\nNio(NYSE:NIO) came public a few years ago with the ambition of becoming the ChineseTesla(NASDAQ:TSLA). It will never achieve that goal, ...</p>\n\n<a href=\"https://investorplace.com/2021/04/nio-stock-priced-like-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2021/04/nio-stock-priced-like-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127399444","content_text":"It's only a matter of time before reality catches Nio stock.\n\nNio(NYSE:NIO) came public a few years ago with the ambition of becoming the ChineseTesla(NASDAQ:TSLA). It will never achieve that goal, yet Nio stock is priced as though the goal is reasonable.\nI explained why it can’t be Teslalast year. After a massive infusion ofgovernment capital, Nio is mainly a high-end brand forJAC Motors, a government-backed company that makes the carin Hefei. JAC makesa full rangeof vehicles. Think of the Nio as its Cadillac.\nYet Nio stock is still priced a lot like Tesla. It will open today at around $37. That’s a market cap of around $62.5 billion for a company that had sales of about $2.4 billion last year. Tesla now has a market cap of $650 billion on 2020 revenue of $31.5 billion. On a price to sales basis, Nio is selling for 26 times revenue, Tesla for 20.6 times revenue.\nIt’s true that, because of its smaller size, Nio is growing faster than Tesla. Much fuss was made recently when it rolled its100,000th vehicle off the JAC line. While the latest ES8 does offer a lower price point than earlier models, it’s nothing likethe EP9 supercaron which Nio made its name. It’snot for the racetrack.\nNio also faces more competition than Tesla ever dreamed of having, even within its niche.XPeng(NASDAQ:XPEV), which unlike Nio has its own factory in Guangzhou, delivered5,102 carsin March, against Nio’s 7,257.\nNio’s totalwas 300% higherthan during the same month in 2020. But both Nio and XPeng were dwarfed by the 16,301 electrics sold byBYD Motors, which started in batteries and is backed byBerkshire Hathaway’s(NYSE:BRK.A) Warren Buffett. BYD also sells hybrid and gas-powered models.\nThe Size Problem and Nio Stock\nSuccessful car manufacturing is about achieving and maintaining scale, necessary to keep costs down.\nNio’s lack of scale means it will have trouble meeting its second-quarter goal of 7,500 cars, due to aglobal chip shortage.\nThere are indications investors are catching on. Nio stock peaked atmore than $60 in February and is now down by more than a third.\nTesla has achieved scale. It is delivering10 times morecars than Nio each month, and it continues to do well in China. Tesla has begun taking bookings for its Model Y,made in Shanghai, which is expected to outsell the Nio.\nYetanalystscontinue to pound the table for Nio stock. The average price target at Tipranks is $62,nearly a 63% gainfrom its present price.\nOur Tezcan Gecgildisagreeswith the consensus. Nio sold fewer than 44,000 cars last year out of 1.3 million EVs sold throughout China.\nThe Bottom Line\nThe Nio is a Cadillac among electric vehicles in China. Not enough Chinese drive Cadillacs.\nMany analysts think of electrics as just gas-powered cars with a different power train. They’re not. They’re going to be increasingly computer-controlled. Many are going to be utility vehicles, like delivery vans. Even big car makers likeGeneral Motors(NYSE:GM) andVolkswagen(OTCMKTS:VLKAY) see transportation becoming a service, rather than remaining a product.\nScale can help today’s electric makers evolve with the market. Tesla has scale. JAC has scale. But Nio is just a small part of JAC. You’re not getting JAC when you buy Nio, you’re just getting the top end of its product line.\nWhen investors realize where the electric car revolution is taking us, there will be a reckoning. JAC may through it, but I don’t think Nio stock will.","news_type":1},"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169596449,"gmtCreate":1623841585781,"gmtModify":1634027278137,"author":{"id":"3577704452527934","authorId":"3577704452527934","name":"li0017in","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577704452527934","authorIdStr":"3577704452527934"},"themes":[],"htmlText":"So up or down?","listText":"So up or down?","text":"So up or down?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169596449","repostId":"1185142374","repostType":4,"repost":{"id":"1185142374","pubTimestamp":1623811255,"share":"https://www.laohu8.com/m/news/1185142374?lang=&edition=full","pubTime":"2021-06-16 10:40","market":"us","language":"en","title":"The Fed Should Talk About Tapering. Here’s What Could Happen to the Stock Market.","url":"https://stock-news.laohu8.com/highlight/detail?id=1185142374","media":"Barrons","summary":"Investors expect the Federal Reserve to remain supportive of the economy and financial markets. But ","content":"<p>Investors expect the Federal Reserve to remain supportive of the economy and financial markets. But the central bank has limited margin for error, and any miscues on messaging could be costly to the stock market.</p>\n<p>Markets do not expect the Fed to make any sudden or drastic changes to its current easy-money policy. The 10-year Treasury bond’s yield has fallen to 1.51% from 1.64% a month ago, even as inflation has run hotter than expected. The Nasdaq 100, an index of large capitalization and fast-growing technology companies,is up more than 5% in the past month. Growth stocks see a significant valuation booster when long-dated bond yields remain low, as growth companies expect growing profits on a particularly long-term basis. But while&nbsp;investors expect the Fed to soon reduce the size of its bond-buying program, which would raise bond prices and lower their yields, most don’t think the Fed will do so immediately or drastically.</p>\n<p>“It’s pretty clear that the market expects Fed Chair Powell to strongly reiterate his stances,” writes Chris Senyek, chief investment strategist at Wolfe Research.</p>\n<p>Now, the Fed could stoke a harsh move downwards in tech stocks if it doesn’t choose its words wisely. With the Nasdaq 100 hovering just below a new all-time high set on June 14—accompanied with a 10-year Treasury bond yield that’s well below its 2021 peak of 1.75%—tech stocks are vulnerable to a downward jolt if the Fed misspeaks. Senyek notes that the Fed may indeed be more ready to taper—or reduce the size of its bond-buying program—than some appreciate. He cites the&nbsp;recently hot inflation. To be sure, most market participants see&nbsp;inflation as transitory, a result of a natural year-over-year bounce from low prices during last year’s lockdown. Even so, if the Fed speaks in a way that indicates it will begin tapering before the end of the year—which is the expected timing—stocks could fall sharply.</p>\n<p>“With both stocks and bonds currently ‘priced for perfection,’ the slightest miscommunication could spark a sharp selloff,” says Senyek, who cites the Nasdsaq 100’s recent rise.</p>\n<p>Watch to see if the Fed is about to begin tapering, or is merely considering the move in the coming quarters.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed Should Talk About Tapering. Here’s What Could Happen to the Stock Market.</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\">\nThe Fed Should Talk About Tapering. Here’s What Could Happen to the Stock Market.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 10:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-fed-tapering-stock-market-51623777984?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors expect the Federal Reserve to remain supportive of the economy and financial markets. But the central bank has limited margin for error, and any miscues on messaging could be costly to the ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-fed-tapering-stock-market-51623777984?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/the-fed-tapering-stock-market-51623777984?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185142374","content_text":"Investors expect the Federal Reserve to remain supportive of the economy and financial markets. But the central bank has limited margin for error, and any miscues on messaging could be costly to the stock market.\nMarkets do not expect the Fed to make any sudden or drastic changes to its current easy-money policy. The 10-year Treasury bond’s yield has fallen to 1.51% from 1.64% a month ago, even as inflation has run hotter than expected. The Nasdaq 100, an index of large capitalization and fast-growing technology companies,is up more than 5% in the past month. Growth stocks see a significant valuation booster when long-dated bond yields remain low, as growth companies expect growing profits on a particularly long-term basis. But while investors expect the Fed to soon reduce the size of its bond-buying program, which would raise bond prices and lower their yields, most don’t think the Fed will do so immediately or drastically.\n“It’s pretty clear that the market expects Fed Chair Powell to strongly reiterate his stances,” writes Chris Senyek, chief investment strategist at Wolfe Research.\nNow, the Fed could stoke a harsh move downwards in tech stocks if it doesn’t choose its words wisely. With the Nasdaq 100 hovering just below a new all-time high set on June 14—accompanied with a 10-year Treasury bond yield that’s well below its 2021 peak of 1.75%—tech stocks are vulnerable to a downward jolt if the Fed misspeaks. Senyek notes that the Fed may indeed be more ready to taper—or reduce the size of its bond-buying program—than some appreciate. He cites the recently hot inflation. To be sure, most market participants see inflation as transitory, a result of a natural year-over-year bounce from low prices during last year’s lockdown. Even so, if the Fed speaks in a way that indicates it will begin tapering before the end of the year—which is the expected timing—stocks could fall sharply.\n“With both stocks and bonds currently ‘priced for perfection,’ the slightest miscommunication could spark a sharp selloff,” says Senyek, who cites the Nasdsaq 100’s recent rise.\nWatch to see if the Fed is about to begin tapering, or is merely considering the move in the coming quarters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187143080,"gmtCreate":1623747754740,"gmtModify":1634029181017,"author":{"id":"3577704452527934","authorId":"3577704452527934","name":"li0017in","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577704452527934","authorIdStr":"3577704452527934"},"themes":[],"htmlText":"I am glad but also wary that these are already priced in.","listText":"I am glad but also wary that these are already priced in.","text":"I am glad but also wary that these are already priced in.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187143080","repostId":"1119457448","repostType":4,"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}