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janelie
2021-06-11
$NIO Inc.(NIO)$
yeah
janelie
2021-04-26
$SEA LTD(SE)$
go go go
janelie
2021-10-30
How about TIGR? 👻
5 Stocks For Halloween: Will They Be Tricks Or Treats?<blockquote>万圣节的5只股票:它们会是“不给糖就捣蛋”吗?</blockquote>
janelie
2021-11-30
$Tiger Brokers(TIGR)$
up up
Tiger Brokers Achieved Annual Target for New Account Growth, Over 80% Of Newly Funded Accounts Came from Overseas in Q3<blockquote>老虎证券实现年度新增账户增长目标Q3新增资金账户超八成来自海外</blockquote>
janelie
2021-11-01
BUY MSFT!
抱歉,原内容已删除
janelie
2021-09-10
$Novavax(NVAX)$
slip today, buy the dip?
janelie
2021-12-13
Yeah buy
$Skillz Inc(SKLZ)$
抱歉,原内容已删除
janelie
2021-12-04
$Tiger Brokers(TIGR)$
Come on Tiger comrades, we can do it yes we can 💪 #HODL
janelie
2021-11-29
$IFAST CORPORATION LTD.(AIY.SI)$
not panicking at all, this is a good company y'all!
janelie
2021-05-18
Wow
JD.com to Report Q1 Earnings: What's in the Cards?<blockquote>京东将报告第一季度收益:前景如何?</blockquote>
janelie
2021-04-24
Waww..
janelie
2021-11-22
$Skillz Inc(SKLZ)$
BUY THE DIP!! Target Price $16 end of year!
janelie
2021-11-01
Let's buy !!
抱歉,原内容已删除
janelie
2021-10-29
$Tiger Brokers(TIGR)$
Guys, it's time to buy this undervalued stock!
janelie
2021-10-25
$Skillz Inc(SKLZ)$
yeah
janelie
2021-08-04
Great
抱歉,原内容已删除
janelie
2021-07-23
$DiDi Global Inc.(DIDI)$
will just gonna buy more
janelie
2021-07-11
$XPeng Inc.(XPEV)$
hodl
janelie
2021-06-09
Come onn....
抱歉,原内容已删除
janelie
2021-05-18
Yesss
Is Disney Stock Still a Buy After Missing Subscriber Estimates?<blockquote>在未达到订户预期后,迪士尼股票仍然值得买入吗?</blockquote>
去老虎APP查看更多动态
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sure or not?","listText":"U sure or not?","text":"U sure or not?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696343318","repostId":"1129230322","repostType":2,"repost":{"id":"1129230322","kind":"news","pubTimestamp":1640613152,"share":"https://www.laohu8.com/m/news/1129230322?lang=zh_CN&edition=full","pubTime":"2021-12-27 21:52","market":"us","language":"en","title":"Skillz Could Be Going to $0 Given its Debts and Struggling Business<blockquote>鉴于Skillz的债务和陷入困境的业务,其股价可能会跌至0美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129230322","media":"InvestorPlace","summary":"SKLZ stock will keep sinking... perhaps all the way to $0","content":"<p><div> At one point,Skillz(NYSE:SKLZ) stock was supposed to be the hot new thing in the online gaming industry. By letting players compete for real cash prizes, it would bridge the gap between gambling and e...</p><p><blockquote><div>Skillz(纽约证券交易所股票代码:SKLZ)股票一度被认为是在线游戏行业的热门新事物。通过让玩家争夺真正的现金奖励,它将弥合赌博和电子竞技之间的差距...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/sklz-stock-could-be-going-to-0-given-its-debts-and-struggling-business/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/sklz-stock-could-be-going-to-0-given-its-debts-and-struggling-business/\">网页连接</a></blockquote></p><p></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>Skillz Could Be Going to $0 Given its Debts and Struggling Business<blockquote>鉴于Skillz的债务和陷入困境的业务,其股价可能会跌至0美元</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nSkillz Could Be Going to $0 Given its Debts and Struggling Business<blockquote>鉴于Skillz的债务和陷入困境的业务,其股价可能会跌至0美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-27 21:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> At one point,Skillz(NYSE:SKLZ) stock was supposed to be the hot new thing in the online gaming industry. By letting players compete for real cash prizes, it would bridge the gap between gambling and e...</p><p><blockquote><div>Skillz(纽约证券交易所股票代码:SKLZ)股票一度被认为是在线游戏行业的热门新事物。通过让玩家争夺真正的现金奖励,它将弥合赌博和电子竞技之间的差距...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/sklz-stock-could-be-going-to-0-given-its-debts-and-struggling-business/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/sklz-stock-could-be-going-to-0-given-its-debts-and-struggling-business/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://investorplace.com/2021/12/sklz-stock-could-be-going-to-0-given-its-debts-and-struggling-business/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKLZ":"Skillz Inc"},"source_url":"https://investorplace.com/2021/12/sklz-stock-could-be-going-to-0-given-its-debts-and-struggling-business/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129230322","content_text":"At one point,Skillz(NYSE:SKLZ) stock was supposed to be the hot new thing in the online gaming industry. By letting players compete for real cash prizes, it would bridge the gap between gambling and e-sports. Or that was the idea, anyway.\nSkillz stock hit $46 at one point early in 2021. Powered up by heavy momentum trading and rumors of an National Football League (NFL) partnership, Skillz was on top of the world. Since then, however, shares have crashed 80%. And there’s not much good news either. SKLZ stock will continue to sink in 2022. Here’s why.\nSkillz Is Not A Functional Business\nThe first rule of business is that you should sell your goods and services for more than the cost of product. Skillz fails this metric, badly.\nQ3 was supposedly a great quarter for Skillz. It generated significantly more revenues than analysts had expected, after all. If you’re just going by revenues, Skillz had its ducks in a row.\nBut you have to consider the cost of generating those revenues. Here’s the numbers specifically. For Q3, Skillz did $102 million of topline revenue, up from $60 million in the same quarter of 2020. However, the company spent $113 million on sales & marketing expenses to generate that $102 million of revenue.\nA huge chunk of this is in player incentives, such as giving folks more credits or bonuses to keep playing after they lose. In this way, it’s supposed to keep users interested in the ecosystem. However, if a casino has no edge, it won’t make money. This raises the question: If Skillz stopped giving out so much free stuff, would anyone keep playing its games?\nIf Skillz has to incentivize players to stay engaged, it has no long-term business model. Just from sales and marketing alone, Skillz is more than outspending its entire revenue base. That’s before you get to R&D, management salaries and overhead, data and other costs to run the games, and interest. Speaking of interest…\nSkillz Catastrophic Bond Offering\nGiven that Skillz is running colossal operating losses right now, not surprisingly, it wants to raise more funds to keep the show going. And, with the stock price in a deep slump, issuing equity is not an attractive option.\nSo, instead, Skillz turned to the debt market to get its next cash injection. Unfortunately, demand for Skillz’ bonds was underwhelming, to put it mildly. To raise a modest $300 million of debt, Skillz had to shell out a mind-blowing 10.25% annual interest rate. That will add another $30 million in annual interest expenses to a company that is already losing around $200 million annually on an operating income basis.\nIf the company had a viable turnaround plan, maybe this $300 million of new funds would make a difference. But since Skillz’ business so far is simply to increase revenues by subsidizing players with more and more incentives, it’s unclear how more cash will fix its core problem. The games just aren’t of the caliber needed to attract and keep unincentivized players on the platform.\nWe just saw a clear piece of evidence confirming that. Skillz’ Chief Technology Officer, Miriam Aguirre, recently resigned. A CTO is one of the people who knows a firm’s prospects best. Creditors are another. And both are giving off negative signs about Skillz’ viability.\nBeware The EBITDA Narrative\nTech investors are used to buying stocks based on EBITDA. That’s a shorthand for earnings before interest, taxes, depreciation, and amortization. People like to use this as a metric because it gives a sense of the amount of cash flow that would be available to a strategic buyer, such as private equity. It gives an “apples to apples” way of comparing firms with much different balance sheets and debt burdens.\nHowever, there are shortfalls to using EBITDA. For one thing, the costs tend to be real expenses. In this case, interest is a very real problem for a small money-losing company like Skillz. Skillz may be able to use its newly-borrowed funds to generate some EBITDA. But it will have to pay very real interest — nearly 20% of its current annual gross profit — simply to address this new high-interest debt. That paper EBITDA will never turn into real profits or cash flow for shareholders.\nFor Skillz to become a viable business, it needs to make games that users want to play of their own volition. As long as Skillz has to pay users huge incentives to stay on the platform, this business will lose money. Don’t let misleading EBITDA analysis distract you from the fact that the core business model has failed to demonstrate success yet.\nSKLZ Stock Verdict\nThe credit market has made it very clear; Skillz is a high-risk gamble at this point. In a world with a seemingly unlimited amount of money to fund speculative ventures and start-ups, Skillz had to accept a loan on terrible terms to get funding. That makes SKLZ stock a clear avoid.\nIn fact, I’ll go one step further. I’d argue this bond is being priced as though creditors believe there’s a good chance that Skillz will not be a viable going concern in future years. You simply don’t slap this sort of punitive interest rate on a company unless you think there’s a solid chance that the equity ends up being worthless. People are desperate for yield right now, and yet they wouldn’t lend to Skillz for less than 10.25% per year. Given Skillz’ terrible profitability metrics, it’s understandable why creditors have taken this posture.\nGaming stocks have had a rough time to end 2021. But they’re not all created equal. Something like Penn National Gaming(NASDAQ:PENN) or DraftKings(NASDAQ:DKNG) has a far better shot of turning things around in 2022 than Skillz.","news_type":1,"symbols_score_info":{"SKLZ":0.9}},"isVote":1,"tweetType":1,"viewCount":4551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691801108,"gmtCreate":1640157808040,"gmtModify":1640157808418,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579574135370824","idStr":"3579574135370824"},"themes":[],"htmlText":"For sure not a 'SELL' as it has been very low now.","listText":"For sure not a 'SELL' as it has been very low now.","text":"For sure not a 'SELL' as it has been very low now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691801108","repostId":"1123940793","repostType":2,"repost":{"id":"1123940793","kind":"news","pubTimestamp":1640153635,"share":"https://www.laohu8.com/m/news/1123940793?lang=zh_CN&edition=full","pubTime":"2021-12-22 14:13","market":"us","language":"en","title":"Is Rivian Stock A Buy, Sell, Or Hold?<blockquote>Rivian股票是买入、卖出还是持有?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123940793","media":"Seeking Alpha","summary":"Summary\n\nRivian stock has dropped more than 25% since our last Neutral call.\nThe company reported a ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Rivian stock has dropped more than 25% since our last Neutral call.</li> <li>The company reported a slight production target miss in its FQ3 earnings call. However, we don't think investors should be overly worried.</li> <li>We discuss why we think RIVN stock is a Buy now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69bdd77748b1c27c695aff2846bb30c6\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Michael M. Santiago/Getty Images News</span></p><p><blockquote><ul><li>自我们上次中性看涨期权以来,Rivian股价已下跌超过25%。</li><li>该公司在第三季度收益看涨期权中报告产量目标略有下降。不过,我们认为投资者不必过度担心。</li><li>我们讨论为什么我们认为RIVN股票现在值得买入。</li></ul><p class=\"t-img-caption\"><span>迈克尔·M·圣地亚哥/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Rivian Automotive, Inc. (RIVN) recently released its first earnings reports for FQ3'21 as a public company. Notably, the company missed its 1,200 vehicle production target by \"a few hundred vehicles.\" However, we weren't surprised, given the current supply chain bottlenecks and the challenges in ramping production. Moreover, we don't think investors should be unduly concerned about its short-term production goal. Management was clear as it emphasized that its long-term production targets remain unaffected.</p><p><blockquote>Rivian汽车公司(RIVN)最近发布了作为上市公司的第一份21年第三季度收益报告。值得注意的是,该公司未能实现1,200辆汽车的生产目标“几百辆”。然而,考虑到当前的供应链瓶颈和提高产量的挑战,我们并不感到惊讶。此外,我们认为投资者不应过度关注其短期产量目标。管理层很明确,强调其长期生产目标不受影响。</blockquote></p><p> Nevertheless, we believe that ramping production successfully will continue to be a key hurdle facing CEO RJ Scaringe & Co. Investors sent the stock tumbling after its earnings report, which we believe the market took the opportunity to pare down risk. After all, RIVN stock had traded at an incredible market cap of $112.8B when we wrote our previous article. Following the recent sell-off, Rivian's market cap has dropped to $88B. Therefore, we believe it's an appropriate time to revisit our thesis on RIVN stock post-FQ3 earnings.</p><p><blockquote>尽管如此,我们认为成功提高产量仍将是首席执行官RJ Scaringe&Co.面临的主要障碍。在其收益报告发布后,投资者导致该股暴跌,我们认为市场借此机会降低了风险。毕竟,当我们撰写上一篇文章时,RIVN股票的市值已达到令人难以置信的$112.8 B。在最近的抛售之后,Rivian的市值已跌至88B美元。因此,我们认为现在是重新审视我们关于RIVN股票第三季度收益的论文的合适时机。</blockquote></p><p> We also discuss why we think the stock seems fairly valued now.</p><p><blockquote>我们还讨论了为什么我们认为该股票现在估值合理。</blockquote></p><p> <b>Rivian Market Cap Trend</b></p><p><blockquote><b>Rivian市值走势</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a528b02874c529215e0428c40adc5ad1\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>RIVN market cap analysis (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>RIVN市值分析(截至21年12月17日)。</span></p></blockquote></p><p> Readers can quickly glean that Rivian's market cap has dropped dramatically back to where it started life as a public company. It last registered a market cap of $88B, while it began trading with a market cap of $83.6B in early November.</p><p><blockquote>读者可以很快发现,Rivian的市值已大幅回落至上市公司成立之初的水平。它上次注册的市值为88B美元,而11月初开始交易的市值为836亿美元。</blockquote></p><p> Nevertheless, Rivian's market cap still exceeded Ford (F) and General Motors (GM) market cap even as it just started making deliveries in September. Some investors find it incredulous that a company that hasn't even ramped production could be worth more than both the US auto leaders.</p><p><blockquote>尽管如此,Rivian的市值仍然超过了福特(F)和通用(GM)的市值,尽管它在9月份刚刚开始交付。一些投资者感到难以置信的是,一家甚至没有提高产量的公司的价值竟然超过了这两家美国汽车领导者。</blockquote></p><p> <b>Why We Think Rivian Investors Remain Optimistic Post-FQ3</b></p><p><blockquote><b>为什么我们认为Rivian投资者在第三季度后保持乐观</b></blockquote></p><p> Rivian's report card wasn't a disaster, even if the company missed its production guidance for 2021. CEO RJ Scaringe offered assurances as he emphasized (edited):</p><p><blockquote>Rivian的成绩单并不是一场灾难,即使该公司未能达到2021年的生产指引。首席执行官RJ Scaringe做出了保证,他强调(编辑):</blockquote></p><p> For 2021, <i>we expect to produce a few hundred vehicles short of our initial 1,200 vehicle production target</i>. We do not believe any of our supply chain challenges represent long-term systemic issues. We remain well-positioned to capture and drive the accelerated large-scale adoption of sustainable transportation. However, a small number of suppliers or small number of components may be ramping a little slower, creating constraints or bottlenecks. Those challenges have been really a focal point for us over the last two and a half, three months. <i>But, these issues are short-term in nature and they are solvable problems</i>. So, we don't see any long-term systemic challenges associated with ramping the supply chain. (Rivian's FQ3'21 earnings call) <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36ec61d947f0a1da5f4d5883a8941a7d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Rivian planned production capacity and delivery consensus estimates. Data source: S&P Capital IQ, Barron's</span></p><p><blockquote>对于2021年,<i>我们预计产量将比最初1,200辆汽车的产量目标少几百辆</i>我们不认为我们的任何供应链挑战代表长期系统性问题。我们仍然处于有利地位,可以抓住并推动可持续交通的加速大规模采用。然而,少数供应商或少数组件的增长速度可能会稍慢,从而造成限制或瓶颈。在过去的两个半月、三个月里,这些挑战确实是我们的焦点。<i>但是,这些问题本质上是短期的,是可以解决的问题</i>因此,我们没有看到任何与扩大供应链相关的长期系统性挑战。(Rivian 21年第三季度盈利看涨期权)<p class=\"t-img-caption\"><span>Rivian计划产能和交付共识估计。数据来源:S&P Capital IQ、Barron's</span></p></blockquote></p><p> Rivian telegraphed that it would be commencing its new Georgia production facility in mid'22 and ready to begin production from 2024. Georgia's planned annual run rate is estimated at 400K. Therefore, it would afford Rivian a collective annual production capacity of 600K if we include its Illinois facility. Nevertheless, the company did not specify how long it would take to ramp production to its planned capacity. However, consensus estimates point to a relatively positive ramp through FY25. As a result, Rivian is estimated to deliver about 40K of vehicles in FY22. However, it would reach the 360K milestone by FY25, registering an estimated delivery CAGR of 108%. Its 360K estimate includes the 100K EDV orders from its exclusive last-mile delivery partner and cornerstone investor Amazon (AMZN).</p><p><blockquote>Rivian表示,将于22年中期启动佐治亚州的新生产设施,并准备从2024年开始生产。佐治亚州的计划年运行率估计为40万。因此,如果算上伊利诺伊工厂,Rivian的年产能将达到60万辆。不过,该公司没有具体说明将产量提高到计划产能需要多长时间。然而,普遍估计表明,到2025财年将出现相对积极的增长。因此,Rivian预计在2022财年交付约4万辆汽车。然而,到2025财年,它将达到36万辆的里程碑,预计交付复合年增长率为108%。其36万份估计包括来自其独家最后一英里配送合作伙伴和基石投资者亚马逊(AMZN)的10万份EDV订单。</blockquote></p><p></p><p> There's little doubt that the delivery cadence estimates look very aggressive. But, if done well, it's also not impossible. Keen investors should recall that Tesla (TSLA) took just two years to ramp Giga Shanghai from zero to its current 600K annual run rate. It has even recently made new investments to enhance its production capacity further. Rivian also seems highly confident that they can ramp successfully, as CEO RJ Scaringe emphasized (edited):</p><p><blockquote>毫无疑问,交付节奏的估计看起来非常激进。但是,如果做得好,也不是不可能的。敏锐的投资者应该还记得,特斯拉(TSLA)仅用了两年时间就将Giga Shanghai从零提升到目前60万辆的年运行率。它最近甚至进行了新的投资,以进一步提高其产能。正如首席执行官RJ Scaringe所强调的(编辑),Rivian似乎也对他们能够成功增长充满信心:</blockquote></p><p> We've architected the product development to be capable of running more than one program and launching more than one program at once, but also to have those fast feedback loops between the different programs. So with that, the commercial van has actually learned a lot from the R1 platform and the R1 platform launch. What you see in terms of the facility in Georgia, is key for us from an expansion point of view. We're quite confident in the path ahead. All three of our vehicles have been certified for sale and they're being produced on two different production lines. <i>The organization was architected to facilitate running and operating multiple programs at the same time</i>. And so as we now look at what the ramp will look like for both R1T and R1S into next year, it really positions us to rapidly grow through the course of 2022. (Rivian's FQ3'21 earnings call) While it's still early, Rivian investors are undoubtedly confident that the company can deliver on its production cadence to meet its delivery milestones. The company is not facing a demand issue compared to short-term supply constraints. They updated that R1 orders have climbed to 71K from 55K in the previous update. Nevertheless, these are cancelable orders, as their delivery timeline has been stretched to 2023 if a new order is placed now. Given that auto leaders General Motors, Ford, and Tesla will also be expected to compete with their pickup trucks soon, Rivian must maintain its production cadence. Therefore, we encourage investors to monitor their production milestones very carefully moving ahead.</p><p><blockquote>我们已经将产品开发架构为能够运行多个程序并同时启动多个程序,但也能够在不同程序之间拥有快速反馈循环。因此,商用货车实际上从R1平台和R1平台的发布中学到了很多东西。从扩张的角度来看,您在佐治亚州的设施对我们来说至关重要。我们对未来的道路充满信心。我们的所有三辆车都已获得销售认证,并且在两条不同的生产线上生产。<i>该组织的架构是为了便于同时运行和操作多个程序</i>.因此,当我们现在看看R1T和R1S到明年的增长情况时,它确实使我们能够在2022年快速增长。(Rivian 21年第三季度盈利看涨期权)虽然现在还为时过早,但Rivian投资者无疑对该公司能够按照生产节奏实现交付里程碑充满信心。与短期供应限制相比,该公司并未面临需求问题。他们更新称,R1订单已从上次更新中的55K攀升至71K。然而,这些都是可取消的订单,因为如果现在下新订单,它们的交付时间已延长至2023年。鉴于汽车领导者通用、福特和特斯拉也有望很快与其皮卡展开竞争,Rivian必须保持其生产节奏。因此,我们鼓励投资者非常仔细地监控他们未来的生产里程碑。</blockquote></p><p> <b>Investors Must Carefully Monitor Amazon's EDV Range</b></p><p><blockquote><b>投资者必须仔细监控亚马逊的EDV系列</b></blockquote></p><p> The partnership with Amazon is critical to jumpstarting Rivian's ambitions into the commercial fleet segment. Not only does it offer the opportunity of massive fleet sales, but it also sells its fleet management subscriptions as part of its commercial sales. Consequently, it introduces a recurring software revenue stream component on top of its hardware revenue. It also applies to the Amazon fleet, as Rivian accentuated: \"That software subscription goes live basically now on the commercial side.\"</p><p><blockquote>与亚马逊的合作对于推动Rivian进军商业车队领域的雄心至关重要。它不仅提供了大规模车队销售的机会,而且还将车队管理订阅作为商业销售的一部分进行销售。因此,它在硬件收入的基础上引入了经常性软件收入流组件。正如Rivian强调的那样,这也适用于亚马逊车队:“该软件订阅现在基本上在商业方面上线了。”</blockquote></p><p> Rivian is expected to deliver 10K EDV by 2022 following \"months of testing in 15 cities.\" Investors should remember that Amazon retains the right to change its number of orders. Therefore it's critical that Rivian can meet Amazon's expectations. We believe it has also driven Rivian to ramp production quickly. Given how quickly they secured their second production facility, we believe that the company seems confident in meeting its production targets, and consequently, Amazon's orders.</p><p><blockquote>经过“在15个城市进行数月的测试”后,Rivian预计到2022年将交付1万辆EDV。投资者应该记住,亚马逊保留更改订单数量的权利。因此,Rivian能否满足亚马逊的期望至关重要。我们认为这也推动了Rivian快速提高产量。考虑到他们如此迅速地获得了第二个生产设施,我们相信该公司似乎有信心实现其生产目标,从而实现亚马逊的订单。</blockquote></p><p> Rivian emphasized that its EDV is capable of 201 miles range, and it is on track to deliver its vehicles to Amazon. However, a previous report by The Information highlighted some challenges in Amazon's testing, on top of its battery draining problem. The Information reported (edited):</p><p><blockquote>Rivian强调,其EDV的续航里程为201英里,并且有望向亚马逊交付车辆。然而,The Information之前的一份报告强调了亚马逊测试中的一些挑战,以及电池耗尽问题。报告的信息(编辑):</blockquote></p><p> Rivian said the Amazon vans would have a range of between 120 miles and 150 miles depending on their size. But one driver involved in testing the vans said the range could be much less, depending on the weather. The driver who spoke to The Information said the battery drained about 40% faster than normal if the van’s heating or cooling was on. As a result, drivers have been testing the vans on what they dubbed “nursery routes,” where vans didn’t venture too far away from the contractors’ headquarters. (The Information) Nevertheless, Amazon's director of Global Fleets and Products, Ross Rachey, noted that once the vans are in production, \"they would have a range of 150 miles, which is double the range of the majority of Amazon's routes.\" Notably, the company also quickly emphasized that these test vans are not fully developed yet.</p><p><blockquote>Rivian表示,亚马逊货车的续航里程将在120英里至150英里之间,具体取决于其尺寸。但一名参与测试货车的司机表示,根据天气情况,续航里程可能会小得多。接受The Information采访的司机表示,如果货车的加热或冷却打开,电池的消耗速度会比正常情况快40%。因此,司机们一直在他们所谓的“苗圃路线”上测试货车,在那里货车不会冒险离开承包商总部太远。然而,亚马逊全球车队和产品主管罗斯·雷切尔(Ross Rachey)指出,一旦这些货车投入生产,“它们的续航里程将达到150英里,这是亚马逊大部分路线的两倍。”值得注意的是,该公司还很快强调,这些测试货车尚未完全开发。</blockquote></p><p> We believe a successful launch program with Amazon could open up many potential opportunities outside of the Last Mile segment. Investors should note that Amazon's exclusive partnership with Rivian is limited to Last Mile. But, the commercial space is much larger than the Last Mile segment. Rivian also raved about its market opportunities in the larger commercial space, as Scaringe added (edited):</p><p><blockquote>我们相信,与亚马逊的成功发布计划可以在最后一英里细分市场之外开辟许多潜在机会。投资者应注意,亚马逊与Rivian的独家合作仅限于最后一英里。但是,商业空间比最后一英里要大得多。Rivian还对其在更大的商业领域的市场机会赞不绝口,斯卡林奇补充道(编辑):</blockquote></p><p></p><p> <i>Amazon represents such a large pool of demand for us.</i>So it's really critical that we do not starve them of vehicles. Nevertheless, the RCV platform was architected and designed <i>fully contemplating vehicles beyond Last Mile, such as in the cargo space</i>, or in the workspace. So there's a whole host of opportunities that exists both in large volumes, but also across a very long spread-out tail of commercial applications. Thus, we also have an eye on launching non-EDV versions on the RCV platform to capitalize on these opportunities. (Rivian's FQ3'21 earnings call) <b>So, is RIVN Stock a Buy/Hold/Sell Now?</b></p><p><blockquote><i>亚马逊代表了我们如此庞大的需求池。</i>因此,我们不能让他们缺乏车辆,这一点非常重要。然而,RCV平台的架构和设计<i>充分考虑最后一英里以外的车辆,例如货舱中的车辆</i>,或在工作区中。因此,存在大量的机会,不仅存在于大量的商业应用中,也存在于很长的分散尾巴中。因此,我们也着眼于在RCV平台上推出非EDV版本,以利用这些机会。(Rivian 21年第三季度盈利看涨期权)<b>那么,RIVN股票现在是买入/持有/卖出吗?</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/264dc3dc91fc844d920e73a7f69cf920\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Rivian revenue and adjusted EBIT margins mean consensus estimates. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>Rivian收入和调整后息税前利润率意味着普遍预期。数据来源:标普资本智商</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1069e7fc16920da396615f6df6ff5951\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>RIVN and TSLA stock EV/Fwd Revenue valuation comps. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>RIVN和TSLA股票EV/Fwd收入估值比较。数据来源:标普资本智商</span></p></blockquote></p><p> Consensus estimates point to a largely successful ramp, as we explained earlier. As a result, Rivian's revenue is estimated to reach $27.84B by FY25. However, the company is not expected to be profitable based on adjusted EBIT margins by then. Therefore, investors are encouraged to monitor its production ramp and profitability dynamics moving forward carefully.</p><p><blockquote>正如我们之前解释的那样,共识估计表明这一增长基本上是成功的。因此,Rivian的收入预计到2025财年将达到$27.84 B。然而,根据调整后的息税前利润率,预计该公司届时不会盈利。因此,我们鼓励投资者仔细监控其产量增长和盈利动态。</blockquote></p><p> Nevertheless, its valuations have dropped significantly since its earlier momentum spike. The stock has declined more than 25% since our Neutral call, as we encouraged investors to wait for the dip.</p><p><blockquote>尽管如此,自早些时候的势头飙升以来,其估值已大幅下降。自我们的中性看涨期权以来,该股已下跌超过25%,因为我们鼓励投资者等待下跌。</blockquote></p><p> If we consider Rivian's valuations against Tesla moving forward, it may seem more reasonable than the EV leader. However, investors should note that Tesla is already a solidly profitable EV maker. It also has proven its production ramp capabilities exceptionally well. Moreover, its brand value has also increased tremendously globally. Therefore, comparing their revenue multiples directly without adjusting for Tesla's advantages would not make sense.</p><p><blockquote>如果我们考虑Rivian相对于特斯拉的估值,它似乎比电动汽车领导者更合理。然而,投资者应该注意到,特斯拉已经是一家盈利稳定的电动汽车制造商。它还很好地证明了其增产能力。而且,其品牌价值也在全球范围内大幅提升。因此,如果不根据特斯拉的优势进行调整,直接比较它们的收入倍数是没有意义的。</blockquote></p><p> Based on Rivian stock's EV/FY25 revenue multiple of 3.4x, it's trading at 50% of Tesla's FY25 revenue multiple. Therefore, we think RIVN stock looks fairly valued now. Nevertheless, we believe that RIVN stock remains a highly speculative play. However, the company seems to be getting well on track to meet its mid-term production guidance. Therefore, the current weakness could offer speculative investors a potential opportunity to add exposure at a more reasonable valuation.</p><p><blockquote>根据Rivian股票的EV/2025财年收入倍数3.4倍,其交易价格为特斯拉2025财年收入倍数的50%。因此,我们认为RIVN股票现在看起来估值相当合理。尽管如此,我们认为RIVN股票仍然是一种高度投机性的股票。然而,该公司似乎正在顺利实现中期生产指导。因此,当前的疲软可能为投机性投资者提供以更合理的估值增加敞口的潜在机会。</blockquote></p><p> Consequently,<i>we revise our rating on RIVN stock to Buy.</i>However, we would like to caution that RIVN stock may be suitable for speculative investors only. Moreover, the stock could continue to exhibit tremendous volatility. Therefore, investors are encouraged to add in phases.</p><p><blockquote>因此,<i>我们将RIVN股票的评级调整为买入。</i>但是,我们要警告的是,RIVN股票可能只适合投机性投资者。此外,该股可能会继续表现出巨大的波动性。因此,鼓励投资者分期加仓。</blockquote></p><p> This article was written by JR Research.</p><p><blockquote>本文由JR Research撰写。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Rivian Stock A Buy, Sell, Or Hold?<blockquote>Rivian股票是买入、卖出还是持有?</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nIs Rivian Stock A Buy, Sell, Or Hold?<blockquote>Rivian股票是买入、卖出还是持有?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-22 14:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Rivian stock has dropped more than 25% since our last Neutral call.</li> <li>The company reported a slight production target miss in its FQ3 earnings call. However, we don't think investors should be overly worried.</li> <li>We discuss why we think RIVN stock is a Buy now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69bdd77748b1c27c695aff2846bb30c6\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Michael M. Santiago/Getty Images News</span></p><p><blockquote><ul><li>自我们上次中性看涨期权以来,Rivian股价已下跌超过25%。</li><li>该公司在第三季度收益看涨期权中报告产量目标略有下降。不过,我们认为投资者不必过度担心。</li><li>我们讨论为什么我们认为RIVN股票现在值得买入。</li></ul><p class=\"t-img-caption\"><span>迈克尔·M·圣地亚哥/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Rivian Automotive, Inc. (RIVN) recently released its first earnings reports for FQ3'21 as a public company. Notably, the company missed its 1,200 vehicle production target by \"a few hundred vehicles.\" However, we weren't surprised, given the current supply chain bottlenecks and the challenges in ramping production. Moreover, we don't think investors should be unduly concerned about its short-term production goal. Management was clear as it emphasized that its long-term production targets remain unaffected.</p><p><blockquote>Rivian汽车公司(RIVN)最近发布了作为上市公司的第一份21年第三季度收益报告。值得注意的是,该公司未能实现1,200辆汽车的生产目标“几百辆”。然而,考虑到当前的供应链瓶颈和提高产量的挑战,我们并不感到惊讶。此外,我们认为投资者不应过度关注其短期产量目标。管理层很明确,强调其长期生产目标不受影响。</blockquote></p><p> Nevertheless, we believe that ramping production successfully will continue to be a key hurdle facing CEO RJ Scaringe & Co. Investors sent the stock tumbling after its earnings report, which we believe the market took the opportunity to pare down risk. After all, RIVN stock had traded at an incredible market cap of $112.8B when we wrote our previous article. Following the recent sell-off, Rivian's market cap has dropped to $88B. Therefore, we believe it's an appropriate time to revisit our thesis on RIVN stock post-FQ3 earnings.</p><p><blockquote>尽管如此,我们认为成功提高产量仍将是首席执行官RJ Scaringe&Co.面临的主要障碍。在其收益报告发布后,投资者导致该股暴跌,我们认为市场借此机会降低了风险。毕竟,当我们撰写上一篇文章时,RIVN股票的市值已达到令人难以置信的$112.8 B。在最近的抛售之后,Rivian的市值已跌至88B美元。因此,我们认为现在是重新审视我们关于RIVN股票第三季度收益的论文的合适时机。</blockquote></p><p> We also discuss why we think the stock seems fairly valued now.</p><p><blockquote>我们还讨论了为什么我们认为该股票现在估值合理。</blockquote></p><p> <b>Rivian Market Cap Trend</b></p><p><blockquote><b>Rivian市值走势</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a528b02874c529215e0428c40adc5ad1\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>RIVN market cap analysis (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>RIVN市值分析(截至21年12月17日)。</span></p></blockquote></p><p> Readers can quickly glean that Rivian's market cap has dropped dramatically back to where it started life as a public company. It last registered a market cap of $88B, while it began trading with a market cap of $83.6B in early November.</p><p><blockquote>读者可以很快发现,Rivian的市值已大幅回落至上市公司成立之初的水平。它上次注册的市值为88B美元,而11月初开始交易的市值为836亿美元。</blockquote></p><p> Nevertheless, Rivian's market cap still exceeded Ford (F) and General Motors (GM) market cap even as it just started making deliveries in September. Some investors find it incredulous that a company that hasn't even ramped production could be worth more than both the US auto leaders.</p><p><blockquote>尽管如此,Rivian的市值仍然超过了福特(F)和通用(GM)的市值,尽管它在9月份刚刚开始交付。一些投资者感到难以置信的是,一家甚至没有提高产量的公司的价值竟然超过了这两家美国汽车领导者。</blockquote></p><p> <b>Why We Think Rivian Investors Remain Optimistic Post-FQ3</b></p><p><blockquote><b>为什么我们认为Rivian投资者在第三季度后保持乐观</b></blockquote></p><p> Rivian's report card wasn't a disaster, even if the company missed its production guidance for 2021. CEO RJ Scaringe offered assurances as he emphasized (edited):</p><p><blockquote>Rivian的成绩单并不是一场灾难,即使该公司未能达到2021年的生产指引。首席执行官RJ Scaringe做出了保证,他强调(编辑):</blockquote></p><p> For 2021, <i>we expect to produce a few hundred vehicles short of our initial 1,200 vehicle production target</i>. We do not believe any of our supply chain challenges represent long-term systemic issues. We remain well-positioned to capture and drive the accelerated large-scale adoption of sustainable transportation. However, a small number of suppliers or small number of components may be ramping a little slower, creating constraints or bottlenecks. Those challenges have been really a focal point for us over the last two and a half, three months. <i>But, these issues are short-term in nature and they are solvable problems</i>. So, we don't see any long-term systemic challenges associated with ramping the supply chain. (Rivian's FQ3'21 earnings call) <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36ec61d947f0a1da5f4d5883a8941a7d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Rivian planned production capacity and delivery consensus estimates. Data source: S&P Capital IQ, Barron's</span></p><p><blockquote>对于2021年,<i>我们预计产量将比最初1,200辆汽车的产量目标少几百辆</i>我们不认为我们的任何供应链挑战代表长期系统性问题。我们仍然处于有利地位,可以抓住并推动可持续交通的加速大规模采用。然而,少数供应商或少数组件的增长速度可能会稍慢,从而造成限制或瓶颈。在过去的两个半月、三个月里,这些挑战确实是我们的焦点。<i>但是,这些问题本质上是短期的,是可以解决的问题</i>因此,我们没有看到任何与扩大供应链相关的长期系统性挑战。(Rivian 21年第三季度盈利看涨期权)<p class=\"t-img-caption\"><span>Rivian计划产能和交付共识估计。数据来源:S&P Capital IQ、Barron's</span></p></blockquote></p><p> Rivian telegraphed that it would be commencing its new Georgia production facility in mid'22 and ready to begin production from 2024. Georgia's planned annual run rate is estimated at 400K. Therefore, it would afford Rivian a collective annual production capacity of 600K if we include its Illinois facility. Nevertheless, the company did not specify how long it would take to ramp production to its planned capacity. However, consensus estimates point to a relatively positive ramp through FY25. As a result, Rivian is estimated to deliver about 40K of vehicles in FY22. However, it would reach the 360K milestone by FY25, registering an estimated delivery CAGR of 108%. Its 360K estimate includes the 100K EDV orders from its exclusive last-mile delivery partner and cornerstone investor Amazon (AMZN).</p><p><blockquote>Rivian表示,将于22年中期启动佐治亚州的新生产设施,并准备从2024年开始生产。佐治亚州的计划年运行率估计为40万。因此,如果算上伊利诺伊工厂,Rivian的年产能将达到60万辆。不过,该公司没有具体说明将产量提高到计划产能需要多长时间。然而,普遍估计表明,到2025财年将出现相对积极的增长。因此,Rivian预计在2022财年交付约4万辆汽车。然而,到2025财年,它将达到36万辆的里程碑,预计交付复合年增长率为108%。其36万份估计包括来自其独家最后一英里配送合作伙伴和基石投资者亚马逊(AMZN)的10万份EDV订单。</blockquote></p><p></p><p> There's little doubt that the delivery cadence estimates look very aggressive. But, if done well, it's also not impossible. Keen investors should recall that Tesla (TSLA) took just two years to ramp Giga Shanghai from zero to its current 600K annual run rate. It has even recently made new investments to enhance its production capacity further. Rivian also seems highly confident that they can ramp successfully, as CEO RJ Scaringe emphasized (edited):</p><p><blockquote>毫无疑问,交付节奏的估计看起来非常激进。但是,如果做得好,也不是不可能的。敏锐的投资者应该还记得,特斯拉(TSLA)仅用了两年时间就将Giga Shanghai从零提升到目前60万辆的年运行率。它最近甚至进行了新的投资,以进一步提高其产能。正如首席执行官RJ Scaringe所强调的(编辑),Rivian似乎也对他们能够成功增长充满信心:</blockquote></p><p> We've architected the product development to be capable of running more than one program and launching more than one program at once, but also to have those fast feedback loops between the different programs. So with that, the commercial van has actually learned a lot from the R1 platform and the R1 platform launch. What you see in terms of the facility in Georgia, is key for us from an expansion point of view. We're quite confident in the path ahead. All three of our vehicles have been certified for sale and they're being produced on two different production lines. <i>The organization was architected to facilitate running and operating multiple programs at the same time</i>. And so as we now look at what the ramp will look like for both R1T and R1S into next year, it really positions us to rapidly grow through the course of 2022. (Rivian's FQ3'21 earnings call) While it's still early, Rivian investors are undoubtedly confident that the company can deliver on its production cadence to meet its delivery milestones. The company is not facing a demand issue compared to short-term supply constraints. They updated that R1 orders have climbed to 71K from 55K in the previous update. Nevertheless, these are cancelable orders, as their delivery timeline has been stretched to 2023 if a new order is placed now. Given that auto leaders General Motors, Ford, and Tesla will also be expected to compete with their pickup trucks soon, Rivian must maintain its production cadence. Therefore, we encourage investors to monitor their production milestones very carefully moving ahead.</p><p><blockquote>我们已经将产品开发架构为能够运行多个程序并同时启动多个程序,但也能够在不同程序之间拥有快速反馈循环。因此,商用货车实际上从R1平台和R1平台的发布中学到了很多东西。从扩张的角度来看,您在佐治亚州的设施对我们来说至关重要。我们对未来的道路充满信心。我们的所有三辆车都已获得销售认证,并且在两条不同的生产线上生产。<i>该组织的架构是为了便于同时运行和操作多个程序</i>.因此,当我们现在看看R1T和R1S到明年的增长情况时,它确实使我们能够在2022年快速增长。(Rivian 21年第三季度盈利看涨期权)虽然现在还为时过早,但Rivian投资者无疑对该公司能够按照生产节奏实现交付里程碑充满信心。与短期供应限制相比,该公司并未面临需求问题。他们更新称,R1订单已从上次更新中的55K攀升至71K。然而,这些都是可取消的订单,因为如果现在下新订单,它们的交付时间已延长至2023年。鉴于汽车领导者通用、福特和特斯拉也有望很快与其皮卡展开竞争,Rivian必须保持其生产节奏。因此,我们鼓励投资者非常仔细地监控他们未来的生产里程碑。</blockquote></p><p> <b>Investors Must Carefully Monitor Amazon's EDV Range</b></p><p><blockquote><b>投资者必须仔细监控亚马逊的EDV系列</b></blockquote></p><p> The partnership with Amazon is critical to jumpstarting Rivian's ambitions into the commercial fleet segment. Not only does it offer the opportunity of massive fleet sales, but it also sells its fleet management subscriptions as part of its commercial sales. Consequently, it introduces a recurring software revenue stream component on top of its hardware revenue. It also applies to the Amazon fleet, as Rivian accentuated: \"That software subscription goes live basically now on the commercial side.\"</p><p><blockquote>与亚马逊的合作对于推动Rivian进军商业车队领域的雄心至关重要。它不仅提供了大规模车队销售的机会,而且还将车队管理订阅作为商业销售的一部分进行销售。因此,它在硬件收入的基础上引入了经常性软件收入流组件。正如Rivian强调的那样,这也适用于亚马逊车队:“该软件订阅现在基本上在商业方面上线了。”</blockquote></p><p> Rivian is expected to deliver 10K EDV by 2022 following \"months of testing in 15 cities.\" Investors should remember that Amazon retains the right to change its number of orders. Therefore it's critical that Rivian can meet Amazon's expectations. We believe it has also driven Rivian to ramp production quickly. Given how quickly they secured their second production facility, we believe that the company seems confident in meeting its production targets, and consequently, Amazon's orders.</p><p><blockquote>经过“在15个城市进行数月的测试”后,Rivian预计到2022年将交付1万辆EDV。投资者应该记住,亚马逊保留更改订单数量的权利。因此,Rivian能否满足亚马逊的期望至关重要。我们认为这也推动了Rivian快速提高产量。考虑到他们如此迅速地获得了第二个生产设施,我们相信该公司似乎有信心实现其生产目标,从而实现亚马逊的订单。</blockquote></p><p> Rivian emphasized that its EDV is capable of 201 miles range, and it is on track to deliver its vehicles to Amazon. However, a previous report by The Information highlighted some challenges in Amazon's testing, on top of its battery draining problem. The Information reported (edited):</p><p><blockquote>Rivian强调,其EDV的续航里程为201英里,并且有望向亚马逊交付车辆。然而,The Information之前的一份报告强调了亚马逊测试中的一些挑战,以及电池耗尽问题。报告的信息(编辑):</blockquote></p><p> Rivian said the Amazon vans would have a range of between 120 miles and 150 miles depending on their size. But one driver involved in testing the vans said the range could be much less, depending on the weather. The driver who spoke to The Information said the battery drained about 40% faster than normal if the van’s heating or cooling was on. As a result, drivers have been testing the vans on what they dubbed “nursery routes,” where vans didn’t venture too far away from the contractors’ headquarters. (The Information) Nevertheless, Amazon's director of Global Fleets and Products, Ross Rachey, noted that once the vans are in production, \"they would have a range of 150 miles, which is double the range of the majority of Amazon's routes.\" Notably, the company also quickly emphasized that these test vans are not fully developed yet.</p><p><blockquote>Rivian表示,亚马逊货车的续航里程将在120英里至150英里之间,具体取决于其尺寸。但一名参与测试货车的司机表示,根据天气情况,续航里程可能会小得多。接受The Information采访的司机表示,如果货车的加热或冷却打开,电池的消耗速度会比正常情况快40%。因此,司机们一直在他们所谓的“苗圃路线”上测试货车,在那里货车不会冒险离开承包商总部太远。然而,亚马逊全球车队和产品主管罗斯·雷切尔(Ross Rachey)指出,一旦这些货车投入生产,“它们的续航里程将达到150英里,这是亚马逊大部分路线的两倍。”值得注意的是,该公司还很快强调,这些测试货车尚未完全开发。</blockquote></p><p> We believe a successful launch program with Amazon could open up many potential opportunities outside of the Last Mile segment. Investors should note that Amazon's exclusive partnership with Rivian is limited to Last Mile. But, the commercial space is much larger than the Last Mile segment. Rivian also raved about its market opportunities in the larger commercial space, as Scaringe added (edited):</p><p><blockquote>我们相信,与亚马逊的成功发布计划可以在最后一英里细分市场之外开辟许多潜在机会。投资者应注意,亚马逊与Rivian的独家合作仅限于最后一英里。但是,商业空间比最后一英里要大得多。Rivian还对其在更大的商业领域的市场机会赞不绝口,斯卡林奇补充道(编辑):</blockquote></p><p></p><p> <i>Amazon represents such a large pool of demand for us.</i>So it's really critical that we do not starve them of vehicles. Nevertheless, the RCV platform was architected and designed <i>fully contemplating vehicles beyond Last Mile, such as in the cargo space</i>, or in the workspace. So there's a whole host of opportunities that exists both in large volumes, but also across a very long spread-out tail of commercial applications. Thus, we also have an eye on launching non-EDV versions on the RCV platform to capitalize on these opportunities. (Rivian's FQ3'21 earnings call) <b>So, is RIVN Stock a Buy/Hold/Sell Now?</b></p><p><blockquote><i>亚马逊代表了我们如此庞大的需求池。</i>因此,我们不能让他们缺乏车辆,这一点非常重要。然而,RCV平台的架构和设计<i>充分考虑最后一英里以外的车辆,例如货舱中的车辆</i>,或在工作区中。因此,存在大量的机会,不仅存在于大量的商业应用中,也存在于很长的分散尾巴中。因此,我们也着眼于在RCV平台上推出非EDV版本,以利用这些机会。(Rivian 21年第三季度盈利看涨期权)<b>那么,RIVN股票现在是买入/持有/卖出吗?</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/264dc3dc91fc844d920e73a7f69cf920\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Rivian revenue and adjusted EBIT margins mean consensus estimates. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>Rivian收入和调整后息税前利润率意味着普遍预期。数据来源:标普资本智商</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1069e7fc16920da396615f6df6ff5951\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>RIVN and TSLA stock EV/Fwd Revenue valuation comps. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>RIVN和TSLA股票EV/Fwd收入估值比较。数据来源:标普资本智商</span></p></blockquote></p><p> Consensus estimates point to a largely successful ramp, as we explained earlier. As a result, Rivian's revenue is estimated to reach $27.84B by FY25. However, the company is not expected to be profitable based on adjusted EBIT margins by then. Therefore, investors are encouraged to monitor its production ramp and profitability dynamics moving forward carefully.</p><p><blockquote>正如我们之前解释的那样,共识估计表明这一增长基本上是成功的。因此,Rivian的收入预计到2025财年将达到$27.84 B。然而,根据调整后的息税前利润率,预计该公司届时不会盈利。因此,我们鼓励投资者仔细监控其产量增长和盈利动态。</blockquote></p><p> Nevertheless, its valuations have dropped significantly since its earlier momentum spike. The stock has declined more than 25% since our Neutral call, as we encouraged investors to wait for the dip.</p><p><blockquote>尽管如此,自早些时候的势头飙升以来,其估值已大幅下降。自我们的中性看涨期权以来,该股已下跌超过25%,因为我们鼓励投资者等待下跌。</blockquote></p><p> If we consider Rivian's valuations against Tesla moving forward, it may seem more reasonable than the EV leader. However, investors should note that Tesla is already a solidly profitable EV maker. It also has proven its production ramp capabilities exceptionally well. Moreover, its brand value has also increased tremendously globally. Therefore, comparing their revenue multiples directly without adjusting for Tesla's advantages would not make sense.</p><p><blockquote>如果我们考虑Rivian相对于特斯拉的估值,它似乎比电动汽车领导者更合理。然而,投资者应该注意到,特斯拉已经是一家盈利稳定的电动汽车制造商。它还很好地证明了其增产能力。而且,其品牌价值也在全球范围内大幅提升。因此,如果不根据特斯拉的优势进行调整,直接比较它们的收入倍数是没有意义的。</blockquote></p><p> Based on Rivian stock's EV/FY25 revenue multiple of 3.4x, it's trading at 50% of Tesla's FY25 revenue multiple. Therefore, we think RIVN stock looks fairly valued now. Nevertheless, we believe that RIVN stock remains a highly speculative play. However, the company seems to be getting well on track to meet its mid-term production guidance. Therefore, the current weakness could offer speculative investors a potential opportunity to add exposure at a more reasonable valuation.</p><p><blockquote>根据Rivian股票的EV/2025财年收入倍数3.4倍,其交易价格为特斯拉2025财年收入倍数的50%。因此,我们认为RIVN股票现在看起来估值相当合理。尽管如此,我们认为RIVN股票仍然是一种高度投机性的股票。然而,该公司似乎正在顺利实现中期生产指导。因此,当前的疲软可能为投机性投资者提供以更合理的估值增加敞口的潜在机会。</blockquote></p><p> Consequently,<i>we revise our rating on RIVN stock to Buy.</i>However, we would like to caution that RIVN stock may be suitable for speculative investors only. Moreover, the stock could continue to exhibit tremendous volatility. Therefore, investors are encouraged to add in phases.</p><p><blockquote>因此,<i>我们将RIVN股票的评级调整为买入。</i>但是,我们要警告的是,RIVN股票可能只适合投机性投资者。此外,该股可能会继续表现出巨大的波动性。因此,鼓励投资者分期加仓。</blockquote></p><p> This article was written by JR Research.</p><p><blockquote>本文由JR Research撰写。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4476199-rivian-stock-buy-sell-hold\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://seekingalpha.com/article/4476199-rivian-stock-buy-sell-hold","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123940793","content_text":"Summary\n\nRivian stock has dropped more than 25% since our last Neutral call.\nThe company reported a slight production target miss in its FQ3 earnings call. However, we don't think investors should be overly worried.\nWe discuss why we think RIVN stock is a Buy now.\n\nMichael M. Santiago/Getty Images News\nInvestment Thesis\nRivian Automotive, Inc. (RIVN) recently released its first earnings reports for FQ3'21 as a public company. Notably, the company missed its 1,200 vehicle production target by \"a few hundred vehicles.\" However, we weren't surprised, given the current supply chain bottlenecks and the challenges in ramping production. Moreover, we don't think investors should be unduly concerned about its short-term production goal. Management was clear as it emphasized that its long-term production targets remain unaffected.\nNevertheless, we believe that ramping production successfully will continue to be a key hurdle facing CEO RJ Scaringe & Co. Investors sent the stock tumbling after its earnings report, which we believe the market took the opportunity to pare down risk. After all, RIVN stock had traded at an incredible market cap of $112.8B when we wrote our previous article. Following the recent sell-off, Rivian's market cap has dropped to $88B. Therefore, we believe it's an appropriate time to revisit our thesis on RIVN stock post-FQ3 earnings.\nWe also discuss why we think the stock seems fairly valued now.\nRivian Market Cap Trend\nRIVN market cap analysis (as of 17 December'21).\nReaders can quickly glean that Rivian's market cap has dropped dramatically back to where it started life as a public company. It last registered a market cap of $88B, while it began trading with a market cap of $83.6B in early November.\nNevertheless, Rivian's market cap still exceeded Ford (F) and General Motors (GM) market cap even as it just started making deliveries in September. Some investors find it incredulous that a company that hasn't even ramped production could be worth more than both the US auto leaders.\nWhy We Think Rivian Investors Remain Optimistic Post-FQ3\nRivian's report card wasn't a disaster, even if the company missed its production guidance for 2021. CEO RJ Scaringe offered assurances as he emphasized (edited):\n\n For 2021, \n we expect to produce a few hundred vehicles short of our initial 1,200 vehicle production target. We do not believe any of our supply chain challenges represent long-term systemic issues. We remain well-positioned to capture and drive the accelerated large-scale adoption of sustainable transportation. However, a small number of suppliers or small number of components may be ramping a little slower, creating constraints or bottlenecks. Those challenges have been really a focal point for us over the last two and a half, three months. \n But, these issues are short-term in nature and they are solvable problems. So, we don't see any long-term systemic challenges associated with ramping the supply chain. (Rivian's FQ3'21 earnings call)\n\nRivian planned production capacity and delivery consensus estimates. Data source: S&P Capital IQ, Barron's\nRivian telegraphed that it would be commencing its new Georgia production facility in mid'22 and ready to begin production from 2024. Georgia's planned annual run rate is estimated at 400K. Therefore, it would afford Rivian a collective annual production capacity of 600K if we include its Illinois facility. Nevertheless, the company did not specify how long it would take to ramp production to its planned capacity. However, consensus estimates point to a relatively positive ramp through FY25. As a result, Rivian is estimated to deliver about 40K of vehicles in FY22. However, it would reach the 360K milestone by FY25, registering an estimated delivery CAGR of 108%. Its 360K estimate includes the 100K EDV orders from its exclusive last-mile delivery partner and cornerstone investor Amazon (AMZN).\nThere's little doubt that the delivery cadence estimates look very aggressive. But, if done well, it's also not impossible. Keen investors should recall that Tesla (TSLA) took just two years to ramp Giga Shanghai from zero to its current 600K annual run rate. It has even recently made new investments to enhance its production capacity further. Rivian also seems highly confident that they can ramp successfully, as CEO RJ Scaringe emphasized (edited):\n\n We've architected the product development to be capable of running more than one program and launching more than one program at once, but also to have those fast feedback loops between the different programs. So with that, the commercial van has actually learned a lot from the R1 platform and the R1 platform launch. What you see in terms of the facility in Georgia, is key for us from an expansion point of view. We're quite confident in the path ahead. All three of our vehicles have been certified for sale and they're being produced on two different production lines. \n The organization was architected to facilitate running and operating multiple programs at the same time. And so as we now look at what the ramp will look like for both R1T and R1S into next year, it really positions us to rapidly grow through the course of 2022. (Rivian's FQ3'21 earnings call)\n\nWhile it's still early, Rivian investors are undoubtedly confident that the company can deliver on its production cadence to meet its delivery milestones. The company is not facing a demand issue compared to short-term supply constraints. They updated that R1 orders have climbed to 71K from 55K in the previous update. Nevertheless, these are cancelable orders, as their delivery timeline has been stretched to 2023 if a new order is placed now. Given that auto leaders General Motors, Ford, and Tesla will also be expected to compete with their pickup trucks soon, Rivian must maintain its production cadence. Therefore, we encourage investors to monitor their production milestones very carefully moving ahead.\nInvestors Must Carefully Monitor Amazon's EDV Range\nThe partnership with Amazon is critical to jumpstarting Rivian's ambitions into the commercial fleet segment. Not only does it offer the opportunity of massive fleet sales, but it also sells its fleet management subscriptions as part of its commercial sales. Consequently, it introduces a recurring software revenue stream component on top of its hardware revenue. It also applies to the Amazon fleet, as Rivian accentuated: \"That software subscription goes live basically now on the commercial side.\"\nRivian is expected to deliver 10K EDV by 2022 following \"months of testing in 15 cities.\" Investors should remember that Amazon retains the right to change its number of orders. Therefore it's critical that Rivian can meet Amazon's expectations. We believe it has also driven Rivian to ramp production quickly. Given how quickly they secured their second production facility, we believe that the company seems confident in meeting its production targets, and consequently, Amazon's orders.\nRivian emphasized that its EDV is capable of 201 miles range, and it is on track to deliver its vehicles to Amazon. However, a previous report by The Information highlighted some challenges in Amazon's testing, on top of its battery draining problem. The Information reported (edited):\n\n Rivian said the Amazon vans would have a range of between 120 miles and 150 miles depending on their size. But one driver involved in testing the vans said the range could be much less, depending on the weather. The driver who spoke to The Information said the battery drained about 40% faster than normal if the van’s heating or cooling was on. As a result, drivers have been testing the vans on what they dubbed “nursery routes,” where vans didn’t venture too far away from the contractors’ headquarters. (The Information)\n\nNevertheless, Amazon's director of Global Fleets and Products, Ross Rachey, noted that once the vans are in production, \"they would have a range of 150 miles, which is double the range of the majority of Amazon's routes.\" Notably, the company also quickly emphasized that these test vans are not fully developed yet.\nWe believe a successful launch program with Amazon could open up many potential opportunities outside of the Last Mile segment. Investors should note that Amazon's exclusive partnership with Rivian is limited to Last Mile. But, the commercial space is much larger than the Last Mile segment. Rivian also raved about its market opportunities in the larger commercial space, as Scaringe added (edited):\n\nAmazon represents such a large pool of demand for us.So it's really critical that we do not starve them of vehicles. Nevertheless, the RCV platform was architected and designed \n fully contemplating vehicles beyond Last Mile, such as in the cargo space, or in the workspace. So there's a whole host of opportunities that exists both in large volumes, but also across a very long spread-out tail of commercial applications. Thus, we also have an eye on launching non-EDV versions on the RCV platform to capitalize on these opportunities. (Rivian's FQ3'21 earnings call)\n\nSo, is RIVN Stock a Buy/Hold/Sell Now?\nRivian revenue and adjusted EBIT margins mean consensus estimates. Data source: S&P Capital IQ\nRIVN and TSLA stock EV/Fwd Revenue valuation comps. Data source: S&P Capital IQ\nConsensus estimates point to a largely successful ramp, as we explained earlier. As a result, Rivian's revenue is estimated to reach $27.84B by FY25. However, the company is not expected to be profitable based on adjusted EBIT margins by then. Therefore, investors are encouraged to monitor its production ramp and profitability dynamics moving forward carefully.\nNevertheless, its valuations have dropped significantly since its earlier momentum spike. The stock has declined more than 25% since our Neutral call, as we encouraged investors to wait for the dip.\nIf we consider Rivian's valuations against Tesla moving forward, it may seem more reasonable than the EV leader. However, investors should note that Tesla is already a solidly profitable EV maker. It also has proven its production ramp capabilities exceptionally well. Moreover, its brand value has also increased tremendously globally. Therefore, comparing their revenue multiples directly without adjusting for Tesla's advantages would not make sense.\nBased on Rivian stock's EV/FY25 revenue multiple of 3.4x, it's trading at 50% of Tesla's FY25 revenue multiple. Therefore, we think RIVN stock looks fairly valued now. Nevertheless, we believe that RIVN stock remains a highly speculative play. However, the company seems to be getting well on track to meet its mid-term production guidance. Therefore, the current weakness could offer speculative investors a potential opportunity to add exposure at a more reasonable valuation.\nConsequently,we revise our rating on RIVN stock to Buy.However, we would like to caution that RIVN stock may be suitable for speculative investors only. Moreover, the stock could continue to exhibit tremendous volatility. Therefore, investors are encouraged to add in phases.\nThis article was written by JR Research.","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":3112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693548330,"gmtCreate":1640053495207,"gmtModify":1640053859982,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579574135370824","idStr":"3579574135370824"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693548330","repostId":"2193761136","repostType":4,"isVote":1,"tweetType":1,"viewCount":2648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693555748,"gmtCreate":1640053001474,"gmtModify":1640053406128,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579574135370824","idStr":"3579574135370824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>come on sayang","listText":"<a href=\"https://laohu8.com/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>come on sayang","text":"$IFAST CORPORATION LTD.(AIY.SI)$come on sayang","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693555748","isVote":1,"tweetType":1,"viewCount":3320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693158033,"gmtCreate":1639990992466,"gmtModify":1639990992831,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579574135370824","idStr":"3579574135370824"},"themes":[],"htmlText":"Yesss","listText":"Yesss","text":"Yesss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693158033","repostId":"1151315099","repostType":2,"repost":{"id":"1151315099","kind":"news","pubTimestamp":1639956674,"share":"https://www.laohu8.com/m/news/1151315099?lang=zh_CN&edition=full","pubTime":"2021-12-20 07:31","market":"us","language":"en","title":"‘NIO Day’ Featured a New EV and AR Goggles. Will They Be Enough to Boost the Hard Hit Stock?<blockquote>“蔚来日”推出了新的电动汽车和AR护目镜。它们是否足以提振遭受重创的股票?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151315099","media":"Barrons","summary":"Chinese electric vehicle maker NIO (ticker: NIO) hosted an event for car buyers—and investors—in Chi","content":"<p>Chinese electric vehicle maker NIO (ticker: NIO) hosted an event for car buyers—and investors—in China on Saturday morning Eastern time. A brand new model, to be delivered in 2022, was announced. And the technology NIO is packing into its cars is something to behold. There are even augmented reality glasses—like something out of an Avengers movie.</p><p><blockquote>中国电动汽车制造商蔚来(股票代码:蔚来)于美国东部时间周六上午在中国为购车者和投资者举办了一场活动。宣布了将于2022年交付的全新车型。蔚来在其汽车中采用的技术也值得一看。甚至还有增强现实眼镜——就像《复仇者联盟》电影中的东西。</blockquote></p><p> The new vehicle is the ET5 midsize sedan. It’s a higher-end model starting at about $50,000. With NIO’s battery as a service subscription, the initial purchase price is about $40,000. NIO will let car buyers pay a monthly fee, essentially, separating the battery purchase from the car purchase.</p><p><blockquote>新车是ET5中型轿车。这是一款高端型号,起价约为50,000美元。通过蔚来的电池即服务订阅,初始购买价格约为40,000美元。蔚来将让购车者按月支付费用,本质上是将购买电池与购买汽车分开。</blockquote></p><p> The new sedan comes with roughly 500 horsepower and will go zero to 60 miles an hour in about 4 seconds. It should be able to drive up to 430 miles per charge, a big number although Chinese and U.S. range statistics are reported differently.</p><p><blockquote>这款新轿车大约有500马力,可以在大约4秒内从零加速到60英里/小时。它每次充电应该可以行驶430英里,这是一个很大的数字,尽管中国和美国的续航里程统计数据不同。</blockquote></p><p> The ET5 is also equipped with advanced safety features including lidar sensors.</p><p><blockquote>ET5还配备了包括激光雷达传感器在内的先进安全功能。</blockquote></p><p> Lidar is essentially laser-based radar and most auto makers believe lidar is one of the technologies required to achieve truly self-driving technology. The ET5 also comes equipped with the company’s latest self-driving software. NIO Autonomous Driving or NAD, as the company calls it, will maintain driving speeds and do some steering, but drivers still need to pay attention to the road at all times.</p><p><blockquote>激光雷达本质上是基于激光的雷达,大多数汽车制造商认为激光雷达是实现真正自动驾驶技术所需的技术之一。ET5还配备了该公司最新的自动驾驶软件。蔚来自动驾驶或NAD,作为该公司的评级,将保持驾驶速度并进行一些转向,但驾驶员仍然需要时刻关注道路。</blockquote></p><p> All the software for self-driving—and the software running other car systems—runs on a computer powered by Nvidia (NVDA) chips.</p><p><blockquote>所有用于自动驾驶的软件以及运行其他汽车系统的软件都运行在由Nvidia(NVDA)芯片驱动的计算机上。</blockquote></p><p> Then there are the glasses. NIO unveiled augmented reality glasses that are integrated with the car. “The visual experience is as good as a 201-inch screen at 6 meters away,” said NIO founder William Li. The glasses can display vehicle information. Drivers won’t have to look down to check speed. The glasses drew applause from the assembled crowd.</p><p><blockquote>然后是眼镜。蔚来推出了与汽车集成的增强现实眼镜。“视觉体验堪比6米外201英寸屏幕”,蔚来创始人William Li表示。眼镜可以显示车辆信息。司机不必低头检查速度。这副眼镜赢得了聚集人群的掌声。</blockquote></p><p> NIO plans to deliver the ET5 by September 2022. The company also provided an update about its new ET7 sedan. Deliveries of that model should begin in March 2022. The ET7 was unveiled at the company’s last big event in January 2021.</p><p><blockquote>蔚来计划在2022年9月之前交付ET5。该公司还提供了有关其新款ET7轿车的最新信息。该型号将于2022年3月开始交付。ET7于2021年1月在该公司的最后一次大型活动中亮相。</blockquote></p><p> NIO stock jumped 6.5% to more than $60 a share the Monday following that January event—and it could use another bump now. NIO stock has fallen 22% over the last month to $30. The S&P 500 and Dow Jones Industrial Average are down about 2% and 1% over the same span. NIO’s third-quarter earnings were fine. Earnings and deliveries don’t seem to be what’s troubling investors most.XPeng (XPEV) shares are down 12% over the past month.</p><p><blockquote>1月份事件发生后的周一,蔚来股价上涨6.5%,至每股60美元以上,现在可能需要再次上涨。蔚来股价上个月下跌22%至30美元。标准普尔500指数和道琼斯工业平均指数同期分别下跌约2%和1%。蔚来第三季度盈利良好。盈利和交付量似乎并不是最困扰投资者的。小鹏汽车(XPEV)股价在过去一个月下跌了12%。</blockquote></p><p> How the stock reacts to the new model, new technology and proposed delivery dates will say a lot about investor sentiment toward highly valued EV makers and U.S.-listed Chinese stocks in the coming weeks.</p><p><blockquote>该股对新车型、新技术和拟议交付日期的反应将在很大程度上反映未来几周投资者对高估值电动汽车制造商和在美国上市的中国股票的情绪。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>‘NIO Day’ Featured a New EV and AR Goggles. Will They Be Enough to Boost the Hard Hit Stock?<blockquote>“蔚来日”推出了新的电动汽车和AR护目镜。它们是否足以提振遭受重创的股票?</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\n‘NIO Day’ Featured a New EV and AR Goggles. Will They Be Enough to Boost the Hard Hit Stock?<blockquote>“蔚来日”推出了新的电动汽车和AR护目镜。它们是否足以提振遭受重创的股票?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-20 07:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Chinese electric vehicle maker NIO (ticker: NIO) hosted an event for car buyers—and investors—in China on Saturday morning Eastern time. A brand new model, to be delivered in 2022, was announced. And the technology NIO is packing into its cars is something to behold. There are even augmented reality glasses—like something out of an Avengers movie.</p><p><blockquote>中国电动汽车制造商蔚来(股票代码:蔚来)于美国东部时间周六上午在中国为购车者和投资者举办了一场活动。宣布了将于2022年交付的全新车型。蔚来在其汽车中采用的技术也值得一看。甚至还有增强现实眼镜——就像《复仇者联盟》电影中的东西。</blockquote></p><p> The new vehicle is the ET5 midsize sedan. It’s a higher-end model starting at about $50,000. With NIO’s battery as a service subscription, the initial purchase price is about $40,000. NIO will let car buyers pay a monthly fee, essentially, separating the battery purchase from the car purchase.</p><p><blockquote>新车是ET5中型轿车。这是一款高端型号,起价约为50,000美元。通过蔚来的电池即服务订阅,初始购买价格约为40,000美元。蔚来将让购车者按月支付费用,本质上是将购买电池与购买汽车分开。</blockquote></p><p> The new sedan comes with roughly 500 horsepower and will go zero to 60 miles an hour in about 4 seconds. It should be able to drive up to 430 miles per charge, a big number although Chinese and U.S. range statistics are reported differently.</p><p><blockquote>这款新轿车大约有500马力,可以在大约4秒内从零加速到60英里/小时。它每次充电应该可以行驶430英里,这是一个很大的数字,尽管中国和美国的续航里程统计数据不同。</blockquote></p><p> The ET5 is also equipped with advanced safety features including lidar sensors.</p><p><blockquote>ET5还配备了包括激光雷达传感器在内的先进安全功能。</blockquote></p><p> Lidar is essentially laser-based radar and most auto makers believe lidar is one of the technologies required to achieve truly self-driving technology. The ET5 also comes equipped with the company’s latest self-driving software. NIO Autonomous Driving or NAD, as the company calls it, will maintain driving speeds and do some steering, but drivers still need to pay attention to the road at all times.</p><p><blockquote>激光雷达本质上是基于激光的雷达,大多数汽车制造商认为激光雷达是实现真正自动驾驶技术所需的技术之一。ET5还配备了该公司最新的自动驾驶软件。蔚来自动驾驶或NAD,作为该公司的评级,将保持驾驶速度并进行一些转向,但驾驶员仍然需要时刻关注道路。</blockquote></p><p> All the software for self-driving—and the software running other car systems—runs on a computer powered by Nvidia (NVDA) chips.</p><p><blockquote>所有用于自动驾驶的软件以及运行其他汽车系统的软件都运行在由Nvidia(NVDA)芯片驱动的计算机上。</blockquote></p><p> Then there are the glasses. NIO unveiled augmented reality glasses that are integrated with the car. “The visual experience is as good as a 201-inch screen at 6 meters away,” said NIO founder William Li. The glasses can display vehicle information. Drivers won’t have to look down to check speed. The glasses drew applause from the assembled crowd.</p><p><blockquote>然后是眼镜。蔚来推出了与汽车集成的增强现实眼镜。“视觉体验堪比6米外201英寸屏幕”,蔚来创始人William Li表示。眼镜可以显示车辆信息。司机不必低头检查速度。这副眼镜赢得了聚集人群的掌声。</blockquote></p><p> NIO plans to deliver the ET5 by September 2022. The company also provided an update about its new ET7 sedan. Deliveries of that model should begin in March 2022. The ET7 was unveiled at the company’s last big event in January 2021.</p><p><blockquote>蔚来计划在2022年9月之前交付ET5。该公司还提供了有关其新款ET7轿车的最新信息。该型号将于2022年3月开始交付。ET7于2021年1月在该公司的最后一次大型活动中亮相。</blockquote></p><p> NIO stock jumped 6.5% to more than $60 a share the Monday following that January event—and it could use another bump now. NIO stock has fallen 22% over the last month to $30. The S&P 500 and Dow Jones Industrial Average are down about 2% and 1% over the same span. NIO’s third-quarter earnings were fine. Earnings and deliveries don’t seem to be what’s troubling investors most.XPeng (XPEV) shares are down 12% over the past month.</p><p><blockquote>1月份事件发生后的周一,蔚来股价上涨6.5%,至每股60美元以上,现在可能需要再次上涨。蔚来股价上个月下跌22%至30美元。标准普尔500指数和道琼斯工业平均指数同期分别下跌约2%和1%。蔚来第三季度盈利良好。盈利和交付量似乎并不是最困扰投资者的。小鹏汽车(XPEV)股价在过去一个月下跌了12%。</blockquote></p><p> How the stock reacts to the new model, new technology and proposed delivery dates will say a lot about investor sentiment toward highly valued EV makers and U.S.-listed Chinese stocks in the coming weeks.</p><p><blockquote>该股对新车型、新技术和拟议交付日期的反应将在很大程度上反映未来几周投资者对高估值电动汽车制造商和在美国上市的中国股票的情绪。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/nio-stock-discussion-51639835281?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nio-stock-discussion-51639835281?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151315099","content_text":"Chinese electric vehicle maker NIO (ticker: NIO) hosted an event for car buyers—and investors—in China on Saturday morning Eastern time. A brand new model, to be delivered in 2022, was announced. And the technology NIO is packing into its cars is something to behold. There are even augmented reality glasses—like something out of an Avengers movie.\nThe new vehicle is the ET5 midsize sedan. It’s a higher-end model starting at about $50,000. With NIO’s battery as a service subscription, the initial purchase price is about $40,000. NIO will let car buyers pay a monthly fee, essentially, separating the battery purchase from the car purchase.\nThe new sedan comes with roughly 500 horsepower and will go zero to 60 miles an hour in about 4 seconds. It should be able to drive up to 430 miles per charge, a big number although Chinese and U.S. range statistics are reported differently.\nThe ET5 is also equipped with advanced safety features including lidar sensors.\nLidar is essentially laser-based radar and most auto makers believe lidar is one of the technologies required to achieve truly self-driving technology. The ET5 also comes equipped with the company’s latest self-driving software. NIO Autonomous Driving or NAD, as the company calls it, will maintain driving speeds and do some steering, but drivers still need to pay attention to the road at all times.\nAll the software for self-driving—and the software running other car systems—runs on a computer powered by Nvidia (NVDA) chips.\nThen there are the glasses. NIO unveiled augmented reality glasses that are integrated with the car. “The visual experience is as good as a 201-inch screen at 6 meters away,” said NIO founder William Li. The glasses can display vehicle information. Drivers won’t have to look down to check speed. The glasses drew applause from the assembled crowd.\nNIO plans to deliver the ET5 by September 2022. The company also provided an update about its new ET7 sedan. Deliveries of that model should begin in March 2022. The ET7 was unveiled at the company’s last big event in January 2021.\nNIO stock jumped 6.5% to more than $60 a share the Monday following that January event—and it could use another bump now. NIO stock has fallen 22% over the last month to $30. The S&P 500 and Dow Jones Industrial Average are down about 2% and 1% over the same span. NIO’s third-quarter earnings were fine. Earnings and deliveries don’t seem to be what’s troubling investors most.XPeng (XPEV) shares are down 12% over the past month.\nHow the stock reacts to the new model, new technology and proposed delivery dates will say a lot about investor sentiment toward highly valued EV makers and U.S.-listed Chinese stocks in the coming weeks.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693110729,"gmtCreate":1639983932007,"gmtModify":1639983932377,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579574135370824","idStr":"3579574135370824"},"themes":[],"htmlText":"Buy buy buy <a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>","listText":"Buy buy buy <a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>","text":"Buy buy buy $Sea Ltd(SE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693110729","repostId":"1109541249","repostType":2,"repost":{"id":"1109541249","kind":"news","pubTimestamp":1639972523,"share":"https://www.laohu8.com/m/news/1109541249?lang=zh_CN&edition=full","pubTime":"2021-12-20 11:55","market":"us","language":"en","title":"Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票:较高点下跌43%,现在值得买入吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109541249","media":"Seeking Alpha","summary":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the mar","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li> <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li> <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>由于成长型股票在市场上大量抛售,Sea Limited的股票最近遭受重创。</li><li>然而,我们认为其快速增长的基本论点仍然强劲。</li><li>我们讨论了为什么投资者应该利用其最近的重大调整来增加风险敞口。</li></ul><p class=\"t-img-caption\"><span>kokkai/iStock未通过Getty Images发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Sea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p><p><blockquote>Sea Limited(纽约证券交易所股票代码:SE)股票是我们最有信心的成长型股票之一,但在上个月遭受了严重打击。自10月份创下历史新高(ATH)以来,其价格已大幅下跌43%。关于该股下跌的原因有很多。我们敦促投资者不要对他们解读太多。我们认为它的基本论点没有任何实质性的改变。相对于游戏同行或电子零售商同行,该股在2021年表现出色。因此,随着恐惧袭击成长型股票,这种程度的获利了结并不令人意外。</blockquote></p><p> Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p><p><blockquote>此外,近期全市场成长股的大幅回调也重创了SE股。但是,我们并不担心。短期内,大幅波动始终是影响SE等成长型股票表现的一个因素。</blockquote></p><p> Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p><p><blockquote>值得注意的是,我们观察到,自第三季度成绩单以来,SE股票的共识目标价已向上修正。此外,其目标价与当前股价之间的差距已大于4月/5月上次大幅调整。</blockquote></p><p> Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p><p><blockquote>我们的内部DCF估值模型也指向一只目前被严重低估的股票。由于市场的短视,自4月/5月以来,我们又迎来了一个绝佳的机会,再次以极大的热情增持SE股票。</blockquote></p><p> We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p><p><blockquote>我们讨论了为什么我们认为投资者不应该错过这个增加对优秀成长型股票投资的绝佳机会。</blockquote></p><p> <b>SE Stock YTD Performance</b></p><p><blockquote><b>SE股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票年初至今表现(截至21年12月17日)。</span></p></blockquote></p><p> As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p><p><blockquote>由于近期大幅调整,SE股票年初至今的回报率已降至6.9%,表现逊于大盘。值得注意的是,10月/11月初,其年初至今涨幅高达80%。尽管如此,该股的表现仍然优于电子零售商和游戏同行,如上所示。</blockquote></p><p> <b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p><p><blockquote><b>海洋库存估计不断上调</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited修正后的收入平均共识估计。数据来源:S&P Capital IQ、Seeking Alpha</span></p></blockquote></p><p> Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p><p><blockquote>读者可以很快观察到,该公司对2021-23财年的收入共识预期在过去五个月中一直在上调。这些修正为公司未来两年的强劲增长前景增添了信心。值得注意的是,Sea Limited的收入预计将通过2023财年以42.8%的惊人复合年增长率增长。</blockquote></p><p> There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p><p><blockquote>人们对其第三季度成绩单中Garena游戏部门的增长率感到担忧。我们在上一篇文章中还解释说,Sea Limited已经明确解释说,投资者应该预计Garena的增长在经历了两年的辉煌之后将正常化。然而,其变现能力继续令人眼花缭乱。因此,我们相信Garena能够继续其稳健的货币化战略。</blockquote></p><p> Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p><p><blockquote>此外,Sensor Tower最近的游戏统计数据继续表明其Free Fire游戏的强劲性能。继续位列11月整体游戏收入排名前十的手游。此外,它在App Store和Google Play的总下载量中也排名第二。值得注意的是,截至12月14日,它也是全球年收入超过10亿美元的八款游戏之一。因此,我们认为关于Free Fire的“一次性奇迹”的情绪和喋喋不休被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球游戏市场预测。资料来源:谷歌、Newzoo</span></p></blockquote></p><p></p><p> In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p><p><blockquote>此外,全球游戏市场在去年大幅增长23%至$177.8 B后,预计将小幅下降至$175.8 B。然而,尽管全球市场下滑,但鉴于Garena在21财年仍取得了令人印象深刻的增长,我们相信它验证了其商业模式和前景。值得注意的是,游戏市场预计将扭转未来的颓势。因此,在全球游戏市场复苏的支持下,Garena在移动游戏领域的领导地位可能会继续推动其增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopee调整了每个订单的EBITDA。数据来源:公司备案</span></p></blockquote></p><p> But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p><p><blockquote>但是,一些投资者可能被Shopee(Sea Limited的电子商务部门)向新地理市场的持续扩张吓坏了。值得注意的是,Shopee继续报告每个订单调整后的EBITDA损失,如上所示。因此,一些投资者可能会担心该公司的盘子是否太大而无法处理。在过去的三个月里,该公司进入了印度、法国、西班牙和波兰等新市场。除此之外,它还在拉丁美洲,尤其是巴西与MercadoLibre(MELI)展开了战斗。因此,人们担心Sea Limited能否在亏损的同时继续在这些市场娴熟地执行任务。我们认为这种担忧是有道理的。然而,Sea Limited在渗透现有企业拥有强大领导力的最重要市场方面表现出了巨大的能力。其中包括东南亚的Lazada(BABA)、巴西的MercadoLibre和印度尼西亚的Tokopedia。Shopee从来都不是先行者。但是,它利用了“后来者”的优势,试图与现有企业竞争。值得注意的是,Sea Limited并不反对竞争。它在与现有企业的竞争中蓬勃发展,并使这些地理区域的电子商务空间更具竞争力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited修订后的调整后每股收益均值共识估计。数据来源:S&P Capital IQ、Seeking Alpha</span></p></blockquote></p><p> Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p><p><blockquote>然而,由于其电子商务的扩张,盈利之路可能会进一步延伸。读者可以快速浏览上图,其中2023财年在过去五个月中下调了调整后的每股收益预期。然而,我们认为,如果您是至少有五年投资期限的长期投资者,则无需担心。Sea Limited的早期投资者可以敏锐地回忆起该公司每订单调整后EBITDA的巨大损失,如上图所示。Shopee在过去五年中规模巨大,并进一步提高了其运营杠杆。但是,值得注意的是,扩大规模需要时间。因此,预计新地理市场将出现较早亏损。但是,管理层在过去三年中展示了其执行能力。考虑到过去几年调整后EBITDA亏损大幅减少,我们认为Shopee比以前更有能力应对扩张。</blockquote></p><p> <b>So, is SE Stock a Buy Now?</b></p><p><blockquote><b>那么,SE股票现在值得买入吗?</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票EV/NTM收入4年平均值。</span></p></blockquote></p><p> SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p><p><blockquote>SE股票的EV/NTM收入为8.3倍。因此,它已将其恢复到4年NTM收入倍数平均值8.6倍。我们相信现在有一个绝佳的机会,因为市场无疑反应过度了。正如清楚表明的那样,SE仍有望在未来产生巨大的收入增长,尽管这意味着盈利之路将进一步延长。</blockquote></p><p> Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p><p><blockquote>考虑到2023财年的收入预期,SE股票的交易价格仅为2023财年收入的5.8倍。没有人能够准确预测该股未来几个月的走势。但是,我们认为这现在代表着一个巨大的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股价目标与实际价格趋势。资料来源:寻求阿尔法</span></p></blockquote></p><p></p><p> Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p><p><blockquote>此外,读者可以观察到,SE股票405.87美元的共识目标价(PT)与其当前价格之间的估值差距从未如此显着。这甚至比4月/5月的上一次大幅调整更加明显。值得注意的是,尽管存在所谓的“博弈阻力”,但共识价格目标仍被上调。而且,如果您查看价格图表,您会发现SE股价随着时间的推移非常一致地遵循修订后的PT趋势。因此,当前价格可能是您在很长一段时间内观察到的最显着的折扣之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票DCF估值模型。数据来源:S&P Capital IQ,公司文件,作者</span></p></blockquote></p><p> Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p><p><blockquote>我们的DCF模型还显示,SE股票目前被严重低估,隐含公允价值为371.46美元。我们在模型中也使用了合理的估计。此外,我们相信,随着SE在新市场的扩大规模,它将继续获得巨大的运营杠杆。我们估计,到2025财年,其调整后EBITDA利润率可能达到15%。</blockquote></p><p> Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p><p><blockquote>最后,该股还在测试关键支撑位,该支撑位自2021年初以来有力支撑了该股的上涨。因此,有足够的理由相信,目前增加SE股票敞口的切入点现在看来非常有吸引力。</blockquote></p><p> Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</p><p><blockquote>因此,<i>我们将SE股票评级修改为强力买入</i>.</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票:较高点下跌43%,现在值得买入吗?</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nSea Stock: Down 43% From Its High, is a Buy Now?<blockquote>Sea股票:较高点下跌43%,现在值得买入吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-20 11:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li> <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li> <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>由于成长型股票在市场上大量抛售,Sea Limited的股票最近遭受重创。</li><li>然而,我们认为其快速增长的基本论点仍然强劲。</li><li>我们讨论了为什么投资者应该利用其最近的重大调整来增加风险敞口。</li></ul><p class=\"t-img-caption\"><span>kokkai/iStock未通过Getty Images发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Sea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p><p><blockquote>Sea Limited(纽约证券交易所股票代码:SE)股票是我们最有信心的成长型股票之一,但在上个月遭受了严重打击。自10月份创下历史新高(ATH)以来,其价格已大幅下跌43%。关于该股下跌的原因有很多。我们敦促投资者不要对他们解读太多。我们认为它的基本论点没有任何实质性的改变。相对于游戏同行或电子零售商同行,该股在2021年表现出色。因此,随着恐惧袭击成长型股票,这种程度的获利了结并不令人意外。</blockquote></p><p> Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p><p><blockquote>此外,近期全市场成长股的大幅回调也重创了SE股。但是,我们并不担心。短期内,大幅波动始终是影响SE等成长型股票表现的一个因素。</blockquote></p><p> Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p><p><blockquote>值得注意的是,我们观察到,自第三季度成绩单以来,SE股票的共识目标价已向上修正。此外,其目标价与当前股价之间的差距已大于4月/5月上次大幅调整。</blockquote></p><p> Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p><p><blockquote>我们的内部DCF估值模型也指向一只目前被严重低估的股票。由于市场的短视,自4月/5月以来,我们又迎来了一个绝佳的机会,再次以极大的热情增持SE股票。</blockquote></p><p> We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p><p><blockquote>我们讨论了为什么我们认为投资者不应该错过这个增加对优秀成长型股票投资的绝佳机会。</blockquote></p><p> <b>SE Stock YTD Performance</b></p><p><blockquote><b>SE股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票年初至今表现(截至21年12月17日)。</span></p></blockquote></p><p> As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p><p><blockquote>由于近期大幅调整,SE股票年初至今的回报率已降至6.9%,表现逊于大盘。值得注意的是,10月/11月初,其年初至今涨幅高达80%。尽管如此,该股的表现仍然优于电子零售商和游戏同行,如上所示。</blockquote></p><p> <b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p><p><blockquote><b>海洋库存估计不断上调</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited修正后的收入平均共识估计。数据来源:S&P Capital IQ、Seeking Alpha</span></p></blockquote></p><p> Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p><p><blockquote>读者可以很快观察到,该公司对2021-23财年的收入共识预期在过去五个月中一直在上调。这些修正为公司未来两年的强劲增长前景增添了信心。值得注意的是,Sea Limited的收入预计将通过2023财年以42.8%的惊人复合年增长率增长。</blockquote></p><p> There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p><p><blockquote>人们对其第三季度成绩单中Garena游戏部门的增长率感到担忧。我们在上一篇文章中还解释说,Sea Limited已经明确解释说,投资者应该预计Garena的增长在经历了两年的辉煌之后将正常化。然而,其变现能力继续令人眼花缭乱。因此,我们相信Garena能够继续其稳健的货币化战略。</blockquote></p><p> Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p><p><blockquote>此外,Sensor Tower最近的游戏统计数据继续表明其Free Fire游戏的强劲性能。继续位列11月整体游戏收入排名前十的手游。此外,它在App Store和Google Play的总下载量中也排名第二。值得注意的是,截至12月14日,它也是全球年收入超过10亿美元的八款游戏之一。因此,我们认为关于Free Fire的“一次性奇迹”的情绪和喋喋不休被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球游戏市场预测。资料来源:谷歌、Newzoo</span></p></blockquote></p><p></p><p> In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p><p><blockquote>此外,全球游戏市场在去年大幅增长23%至$177.8 B后,预计将小幅下降至$175.8 B。然而,尽管全球市场下滑,但鉴于Garena在21财年仍取得了令人印象深刻的增长,我们相信它验证了其商业模式和前景。值得注意的是,游戏市场预计将扭转未来的颓势。因此,在全球游戏市场复苏的支持下,Garena在移动游戏领域的领导地位可能会继续推动其增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopee调整了每个订单的EBITDA。数据来源:公司备案</span></p></blockquote></p><p> But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p><p><blockquote>但是,一些投资者可能被Shopee(Sea Limited的电子商务部门)向新地理市场的持续扩张吓坏了。值得注意的是,Shopee继续报告每个订单调整后的EBITDA损失,如上所示。因此,一些投资者可能会担心该公司的盘子是否太大而无法处理。在过去的三个月里,该公司进入了印度、法国、西班牙和波兰等新市场。除此之外,它还在拉丁美洲,尤其是巴西与MercadoLibre(MELI)展开了战斗。因此,人们担心Sea Limited能否在亏损的同时继续在这些市场娴熟地执行任务。我们认为这种担忧是有道理的。然而,Sea Limited在渗透现有企业拥有强大领导力的最重要市场方面表现出了巨大的能力。其中包括东南亚的Lazada(BABA)、巴西的MercadoLibre和印度尼西亚的Tokopedia。Shopee从来都不是先行者。但是,它利用了“后来者”的优势,试图与现有企业竞争。值得注意的是,Sea Limited并不反对竞争。它在与现有企业的竞争中蓬勃发展,并使这些地理区域的电子商务空间更具竞争力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea Limited修订后的调整后每股收益均值共识估计。数据来源:S&P Capital IQ、Seeking Alpha</span></p></blockquote></p><p> Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p><p><blockquote>然而,由于其电子商务的扩张,盈利之路可能会进一步延伸。读者可以快速浏览上图,其中2023财年在过去五个月中下调了调整后的每股收益预期。然而,我们认为,如果您是至少有五年投资期限的长期投资者,则无需担心。Sea Limited的早期投资者可以敏锐地回忆起该公司每订单调整后EBITDA的巨大损失,如上图所示。Shopee在过去五年中规模巨大,并进一步提高了其运营杠杆。但是,值得注意的是,扩大规模需要时间。因此,预计新地理市场将出现较早亏损。但是,管理层在过去三年中展示了其执行能力。考虑到过去几年调整后EBITDA亏损大幅减少,我们认为Shopee比以前更有能力应对扩张。</blockquote></p><p> <b>So, is SE Stock a Buy Now?</b></p><p><blockquote><b>那么,SE股票现在值得买入吗?</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票EV/NTM收入4年平均值。</span></p></blockquote></p><p> SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p><p><blockquote>SE股票的EV/NTM收入为8.3倍。因此,它已将其恢复到4年NTM收入倍数平均值8.6倍。我们相信现在有一个绝佳的机会,因为市场无疑反应过度了。正如清楚表明的那样,SE仍有望在未来产生巨大的收入增长,尽管这意味着盈利之路将进一步延长。</blockquote></p><p> Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p><p><blockquote>考虑到2023财年的收入预期,SE股票的交易价格仅为2023财年收入的5.8倍。没有人能够准确预测该股未来几个月的走势。但是,我们认为这现在代表着一个巨大的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股价目标与实际价格趋势。资料来源:寻求阿尔法</span></p></blockquote></p><p></p><p> Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p><p><blockquote>此外,读者可以观察到,SE股票405.87美元的共识目标价(PT)与其当前价格之间的估值差距从未如此显着。这甚至比4月/5月的上一次大幅调整更加明显。值得注意的是,尽管存在所谓的“博弈阻力”,但共识价格目标仍被上调。而且,如果您查看价格图表,您会发现SE股价随着时间的推移非常一致地遵循修订后的PT趋势。因此,当前价格可能是您在很长一段时间内观察到的最显着的折扣之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票DCF估值模型。数据来源:S&P Capital IQ,公司文件,作者</span></p></blockquote></p><p> Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p><p><blockquote>我们的DCF模型还显示,SE股票目前被严重低估,隐含公允价值为371.46美元。我们在模型中也使用了合理的估计。此外,我们相信,随着SE在新市场的扩大规模,它将继续获得巨大的运营杠杆。我们估计,到2025财年,其调整后EBITDA利润率可能达到15%。</blockquote></p><p> Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p><p><blockquote>最后,该股还在测试关键支撑位,该支撑位自2021年初以来有力支撑了该股的上涨。因此,有足够的理由相信,目前增加SE股票敞口的切入点现在看来非常有吸引力。</blockquote></p><p> Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</p><p><blockquote>因此,<i>我们将SE股票评级修改为强力买入</i>.</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109541249","content_text":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the market.\nHowever, we believe that the fundamental thesis on its rapid growth remains robust.\nWe discuss why investors should capitalize on its recent significant correction to add exposure.\n\nkokkai/iStock Unreleased via Getty Images\nInvestment Thesis\nSea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.\nMoreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.\nNotably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.\nOur internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.\nWe discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.\nSE Stock YTD Performance\nSE stock YTD performance (as of 17 December'21).\nAs a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.\nSea Stock Estimates Have Consistently Been Revised Upwards\nSea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nReaders can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.\nThere were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.\nMoreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.\nGlobal games market forecast. Source: Google, Newzoo\nIn addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.\nShopee adjusted EBITDA per order. Data source: Company filings\nBut, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.\nSea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nNevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.\nSo, is SE Stock a Buy Now?\nSE stock EV/NTM Revenue 4Y mean.\nSE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.\nConsidering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.\nSE stock price target Vs. actual price trend. Source: Seeking Alpha\nMoreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.\nSE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author\nOur DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.\nLastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.\nConsequently,we revise our rating on SE stock to Strong Buy.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":3199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693343949,"gmtCreate":1639976222114,"gmtModify":1639976222461,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579574135370824","idStr":"3579574135370824"},"themes":[],"htmlText":"$40 soon yeay","listText":"$40 soon yeay","text":"$40 soon yeay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693343949","repostId":"1151315099","repostType":2,"repost":{"id":"1151315099","kind":"news","pubTimestamp":1639956674,"share":"https://www.laohu8.com/m/news/1151315099?lang=zh_CN&edition=full","pubTime":"2021-12-20 07:31","market":"us","language":"en","title":"‘NIO Day’ Featured a New EV and AR Goggles. Will They Be Enough to Boost the Hard Hit Stock?<blockquote>“蔚来日”推出了新的电动汽车和AR护目镜。它们是否足以提振遭受重创的股票?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151315099","media":"Barrons","summary":"Chinese electric vehicle maker NIO (ticker: NIO) hosted an event for car buyers—and investors—in Chi","content":"<p>Chinese electric vehicle maker NIO (ticker: NIO) hosted an event for car buyers—and investors—in China on Saturday morning Eastern time. A brand new model, to be delivered in 2022, was announced. And the technology NIO is packing into its cars is something to behold. There are even augmented reality glasses—like something out of an Avengers movie.</p><p><blockquote>中国电动汽车制造商蔚来(股票代码:蔚来)于美国东部时间周六上午在中国为购车者和投资者举办了一场活动。宣布了将于2022年交付的全新车型。蔚来在其汽车中采用的技术也值得一看。甚至还有增强现实眼镜——就像《复仇者联盟》电影中的东西。</blockquote></p><p> The new vehicle is the ET5 midsize sedan. It’s a higher-end model starting at about $50,000. With NIO’s battery as a service subscription, the initial purchase price is about $40,000. NIO will let car buyers pay a monthly fee, essentially, separating the battery purchase from the car purchase.</p><p><blockquote>新车是ET5中型轿车。这是一款高端型号,起价约为50,000美元。通过蔚来的电池即服务订阅,初始购买价格约为40,000美元。蔚来将让购车者按月支付费用,本质上是将购买电池与购买汽车分开。</blockquote></p><p> The new sedan comes with roughly 500 horsepower and will go zero to 60 miles an hour in about 4 seconds. It should be able to drive up to 430 miles per charge, a big number although Chinese and U.S. range statistics are reported differently.</p><p><blockquote>这款新轿车大约有500马力,可以在大约4秒内从零加速到60英里/小时。它每次充电应该可以行驶430英里,这是一个很大的数字,尽管中国和美国的续航里程统计数据不同。</blockquote></p><p> The ET5 is also equipped with advanced safety features including lidar sensors.</p><p><blockquote>ET5还配备了包括激光雷达传感器在内的先进安全功能。</blockquote></p><p> Lidar is essentially laser-based radar and most auto makers believe lidar is one of the technologies required to achieve truly self-driving technology. The ET5 also comes equipped with the company’s latest self-driving software. NIO Autonomous Driving or NAD, as the company calls it, will maintain driving speeds and do some steering, but drivers still need to pay attention to the road at all times.</p><p><blockquote>激光雷达本质上是基于激光的雷达,大多数汽车制造商认为激光雷达是实现真正自动驾驶技术所需的技术之一。ET5还配备了该公司最新的自动驾驶软件。蔚来自动驾驶或NAD,作为该公司的评级,将保持驾驶速度并进行一些转向,但驾驶员仍然需要时刻关注道路。</blockquote></p><p> All the software for self-driving—and the software running other car systems—runs on a computer powered by Nvidia (NVDA) chips.</p><p><blockquote>所有用于自动驾驶的软件以及运行其他汽车系统的软件都运行在由Nvidia(NVDA)芯片驱动的计算机上。</blockquote></p><p> Then there are the glasses. NIO unveiled augmented reality glasses that are integrated with the car. “The visual experience is as good as a 201-inch screen at 6 meters away,” said NIO founder William Li. The glasses can display vehicle information. Drivers won’t have to look down to check speed. The glasses drew applause from the assembled crowd.</p><p><blockquote>然后是眼镜。蔚来推出了与汽车集成的增强现实眼镜。“视觉体验堪比6米外201英寸屏幕”,蔚来创始人William Li表示。眼镜可以显示车辆信息。司机不必低头检查速度。这副眼镜赢得了聚集人群的掌声。</blockquote></p><p> NIO plans to deliver the ET5 by September 2022. The company also provided an update about its new ET7 sedan. Deliveries of that model should begin in March 2022. The ET7 was unveiled at the company’s last big event in January 2021.</p><p><blockquote>蔚来计划在2022年9月之前交付ET5。该公司还提供了有关其新款ET7轿车的最新信息。该型号将于2022年3月开始交付。ET7于2021年1月在该公司的最后一次大型活动中亮相。</blockquote></p><p> NIO stock jumped 6.5% to more than $60 a share the Monday following that January event—and it could use another bump now. NIO stock has fallen 22% over the last month to $30. The S&P 500 and Dow Jones Industrial Average are down about 2% and 1% over the same span. NIO’s third-quarter earnings were fine. Earnings and deliveries don’t seem to be what’s troubling investors most.XPeng (XPEV) shares are down 12% over the past month.</p><p><blockquote>1月份事件发生后的周一,蔚来股价上涨6.5%,至每股60美元以上,现在可能需要再次上涨。蔚来股价上个月下跌22%至30美元。标准普尔500指数和道琼斯工业平均指数同期分别下跌约2%和1%。蔚来第三季度盈利良好。盈利和交付量似乎并不是最困扰投资者的。小鹏汽车(XPEV)股价在过去一个月下跌了12%。</blockquote></p><p> How the stock reacts to the new model, new technology and proposed delivery dates will say a lot about investor sentiment toward highly valued EV makers and U.S.-listed Chinese stocks in the coming weeks.</p><p><blockquote>该股对新车型、新技术和拟议交付日期的反应将在很大程度上反映未来几周投资者对高估值电动汽车制造商和在美国上市的中国股票的情绪。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>‘NIO Day’ Featured a New EV and AR Goggles. Will They Be Enough to Boost the Hard Hit Stock?<blockquote>“蔚来日”推出了新的电动汽车和AR护目镜。它们是否足以提振遭受重创的股票?</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\n‘NIO Day’ Featured a New EV and AR Goggles. Will They Be Enough to Boost the Hard Hit Stock?<blockquote>“蔚来日”推出了新的电动汽车和AR护目镜。它们是否足以提振遭受重创的股票?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-20 07:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Chinese electric vehicle maker NIO (ticker: NIO) hosted an event for car buyers—and investors—in China on Saturday morning Eastern time. A brand new model, to be delivered in 2022, was announced. And the technology NIO is packing into its cars is something to behold. There are even augmented reality glasses—like something out of an Avengers movie.</p><p><blockquote>中国电动汽车制造商蔚来(股票代码:蔚来)于美国东部时间周六上午在中国为购车者和投资者举办了一场活动。宣布了将于2022年交付的全新车型。蔚来在其汽车中采用的技术也值得一看。甚至还有增强现实眼镜——就像《复仇者联盟》电影中的东西。</blockquote></p><p> The new vehicle is the ET5 midsize sedan. It’s a higher-end model starting at about $50,000. With NIO’s battery as a service subscription, the initial purchase price is about $40,000. NIO will let car buyers pay a monthly fee, essentially, separating the battery purchase from the car purchase.</p><p><blockquote>新车是ET5中型轿车。这是一款高端型号,起价约为50,000美元。通过蔚来的电池即服务订阅,初始购买价格约为40,000美元。蔚来将让购车者按月支付费用,本质上是将购买电池与购买汽车分开。</blockquote></p><p> The new sedan comes with roughly 500 horsepower and will go zero to 60 miles an hour in about 4 seconds. It should be able to drive up to 430 miles per charge, a big number although Chinese and U.S. range statistics are reported differently.</p><p><blockquote>这款新轿车大约有500马力,可以在大约4秒内从零加速到60英里/小时。它每次充电应该可以行驶430英里,这是一个很大的数字,尽管中国和美国的续航里程统计数据不同。</blockquote></p><p> The ET5 is also equipped with advanced safety features including lidar sensors.</p><p><blockquote>ET5还配备了包括激光雷达传感器在内的先进安全功能。</blockquote></p><p> Lidar is essentially laser-based radar and most auto makers believe lidar is one of the technologies required to achieve truly self-driving technology. The ET5 also comes equipped with the company’s latest self-driving software. NIO Autonomous Driving or NAD, as the company calls it, will maintain driving speeds and do some steering, but drivers still need to pay attention to the road at all times.</p><p><blockquote>激光雷达本质上是基于激光的雷达,大多数汽车制造商认为激光雷达是实现真正自动驾驶技术所需的技术之一。ET5还配备了该公司最新的自动驾驶软件。蔚来自动驾驶或NAD,作为该公司的评级,将保持驾驶速度并进行一些转向,但驾驶员仍然需要时刻关注道路。</blockquote></p><p> All the software for self-driving—and the software running other car systems—runs on a computer powered by Nvidia (NVDA) chips.</p><p><blockquote>所有用于自动驾驶的软件以及运行其他汽车系统的软件都运行在由Nvidia(NVDA)芯片驱动的计算机上。</blockquote></p><p> Then there are the glasses. NIO unveiled augmented reality glasses that are integrated with the car. “The visual experience is as good as a 201-inch screen at 6 meters away,” said NIO founder William Li. The glasses can display vehicle information. Drivers won’t have to look down to check speed. The glasses drew applause from the assembled crowd.</p><p><blockquote>然后是眼镜。蔚来推出了与汽车集成的增强现实眼镜。“视觉体验堪比6米外201英寸屏幕”,蔚来创始人William Li表示。眼镜可以显示车辆信息。司机不必低头检查速度。这副眼镜赢得了聚集人群的掌声。</blockquote></p><p> NIO plans to deliver the ET5 by September 2022. The company also provided an update about its new ET7 sedan. Deliveries of that model should begin in March 2022. The ET7 was unveiled at the company’s last big event in January 2021.</p><p><blockquote>蔚来计划在2022年9月之前交付ET5。该公司还提供了有关其新款ET7轿车的最新信息。该型号将于2022年3月开始交付。ET7于2021年1月在该公司的最后一次大型活动中亮相。</blockquote></p><p> NIO stock jumped 6.5% to more than $60 a share the Monday following that January event—and it could use another bump now. NIO stock has fallen 22% over the last month to $30. The S&P 500 and Dow Jones Industrial Average are down about 2% and 1% over the same span. NIO’s third-quarter earnings were fine. Earnings and deliveries don’t seem to be what’s troubling investors most.XPeng (XPEV) shares are down 12% over the past month.</p><p><blockquote>1月份事件发生后的周一,蔚来股价上涨6.5%,至每股60美元以上,现在可能需要再次上涨。蔚来股价上个月下跌22%至30美元。标准普尔500指数和道琼斯工业平均指数同期分别下跌约2%和1%。蔚来第三季度盈利良好。盈利和交付量似乎并不是最困扰投资者的。小鹏汽车(XPEV)股价在过去一个月下跌了12%。</blockquote></p><p> How the stock reacts to the new model, new technology and proposed delivery dates will say a lot about investor sentiment toward highly valued EV makers and U.S.-listed Chinese stocks in the coming weeks.</p><p><blockquote>该股对新车型、新技术和拟议交付日期的反应将在很大程度上反映未来几周投资者对高估值电动汽车制造商和在美国上市的中国股票的情绪。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/nio-stock-discussion-51639835281?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nio-stock-discussion-51639835281?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151315099","content_text":"Chinese electric vehicle maker NIO (ticker: NIO) hosted an event for car buyers—and investors—in China on Saturday morning Eastern time. A brand new model, to be delivered in 2022, was announced. And the technology NIO is packing into its cars is something to behold. There are even augmented reality glasses—like something out of an Avengers movie.\nThe new vehicle is the ET5 midsize sedan. It’s a higher-end model starting at about $50,000. With NIO’s battery as a service subscription, the initial purchase price is about $40,000. NIO will let car buyers pay a monthly fee, essentially, separating the battery purchase from the car purchase.\nThe new sedan comes with roughly 500 horsepower and will go zero to 60 miles an hour in about 4 seconds. It should be able to drive up to 430 miles per charge, a big number although Chinese and U.S. range statistics are reported differently.\nThe ET5 is also equipped with advanced safety features including lidar sensors.\nLidar is essentially laser-based radar and most auto makers believe lidar is one of the technologies required to achieve truly self-driving technology. The ET5 also comes equipped with the company’s latest self-driving software. NIO Autonomous Driving or NAD, as the company calls it, will maintain driving speeds and do some steering, but drivers still need to pay attention to the road at all times.\nAll the software for self-driving—and the software running other car systems—runs on a computer powered by Nvidia (NVDA) chips.\nThen there are the glasses. NIO unveiled augmented reality glasses that are integrated with the car. “The visual experience is as good as a 201-inch screen at 6 meters away,” said NIO founder William Li. The glasses can display vehicle information. Drivers won’t have to look down to check speed. The glasses drew applause from the assembled crowd.\nNIO plans to deliver the ET5 by September 2022. The company also provided an update about its new ET7 sedan. Deliveries of that model should begin in March 2022. The ET7 was unveiled at the company’s last big event in January 2021.\nNIO stock jumped 6.5% to more than $60 a share the Monday following that January event—and it could use another bump now. NIO stock has fallen 22% over the last month to $30. The S&P 500 and Dow Jones Industrial Average are down about 2% and 1% over the same span. NIO’s third-quarter earnings were fine. Earnings and deliveries don’t seem to be what’s troubling investors most.XPeng (XPEV) shares are down 12% over the past month.\nHow the stock reacts to the new model, new technology and proposed delivery dates will say a lot about investor sentiment toward highly valued EV makers and U.S.-listed Chinese stocks in the coming weeks.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693033383,"gmtCreate":1639923585445,"gmtModify":1639923585788,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579574135370824","idStr":"3579574135370824"},"themes":[],"htmlText":"40 tomorrow! Don't miss it guys!","listText":"40 tomorrow! Don't miss it guys!","text":"40 tomorrow! Don't miss it guys!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693033383","repostId":"1170599515","repostType":2,"repost":{"id":"1170599515","kind":"news","pubTimestamp":1639872378,"share":"https://www.laohu8.com/m/news/1170599515?lang=zh_CN&edition=full","pubTime":"2021-12-19 08:06","market":"us","language":"en","title":"Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动中推出新车型并谈论动力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170599515","media":"Seeking Alpha","summary":"$Nio $ unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\". The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenar","content":"<p><a href=\"https://laohu8.com/S/NIO\">Nio </a> unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.</p><p><blockquote><a href=\"https://laohu8.com/S/NIO\">蔚来</a>今天在2021年蔚来日推出了ET5中型智能电动轿车。该车是这家中国电动汽车制造商的第五款量产车型。</blockquote></p><p> The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"</p><p><blockquote>该汽车制造商表示,ET5借鉴了ET7流畅的轮廓,“将高性能自动驾驶传感器无缝集成到其纯粹而进步的车身线条中”。</blockquote></p><p> Customers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.</p><p><blockquote>客户可以以328,000元(51,450美元)的价格购买带电池组的ET5,75kWh电池组版本和386,000元(60,550美元)的价格购买100kWh版本。这些价格是补贴前的价格。</blockquote></p><p> The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.</p><p><blockquote>ET5以最新的蔚来自动驾驶为特色,据称将在高速公路、市区、停车和换电等场景逐步实现安全放心的自动驾驶体验。</blockquote></p><p> Other highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.</p><p><blockquote>蔚来(蔚来)活动的其他亮点包括ET7的更新。该公司还谈到了其电力和电池充电计划。蔚来(蔚来)表示,目前已在全国部署3348个目的地充电桩和3136个超级充电桩。已经为94K用户安装了家用充电器。</blockquote></p><p> Watch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.</p><p><blockquote>如果该事件引起轰动,请关注蔚来(蔚来)周一的反弹。蔚来已经是StockTwits和Reddit的WallStreetBets上讨论最多的股票之一。查看下周关注的所有股票,了解股价波动情况。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动中推出新车型并谈论动力</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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 unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动中推出新车型并谈论动力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-19 08:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/NIO\">Nio </a> unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.</p><p><blockquote><a href=\"https://laohu8.com/S/NIO\">蔚来</a>今天在2021年蔚来日推出了ET5中型智能电动轿车。该车是这家中国电动汽车制造商的第五款量产车型。</blockquote></p><p> The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"</p><p><blockquote>该汽车制造商表示,ET5借鉴了ET7流畅的轮廓,“将高性能自动驾驶传感器无缝集成到其纯粹而进步的车身线条中”。</blockquote></p><p> Customers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.</p><p><blockquote>客户可以以328,000元(51,450美元)的价格购买带电池组的ET5,75kWh电池组版本和386,000元(60,550美元)的价格购买100kWh版本。这些价格是补贴前的价格。</blockquote></p><p> The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.</p><p><blockquote>ET5以最新的蔚来自动驾驶为特色,据称将在高速公路、市区、停车和换电等场景逐步实现安全放心的自动驾驶体验。</blockquote></p><p> Other highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.</p><p><blockquote>蔚来(蔚来)活动的其他亮点包括ET7的更新。该公司还谈到了其电力和电池充电计划。蔚来(蔚来)表示,目前已在全国部署3348个目的地充电桩和3136个超级充电桩。已经为94K用户安装了家用充电器。</blockquote></p><p> Watch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.</p><p><blockquote>如果该事件引起轰动,请关注蔚来(蔚来)周一的反弹。蔚来已经是StockTwits和Reddit的WallStreetBets上讨论最多的股票之一。查看下周关注的所有股票,了解股价波动情况。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170599515","content_text":"Nio unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.\nThe automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"\nCustomers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.\nThe ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.\nOther highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.\nWatch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699356704,"gmtCreate":1639752036004,"gmtModify":1639752289697,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579574135370824","idStr":"3579574135370824"},"themes":[],"htmlText":"Come on you can do it NIO","listText":"Come on you can do it NIO","text":"Come on you can do it NIO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699356704","repostId":"2192462941","repostType":2,"isVote":1,"tweetType":1,"viewCount":3165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699321418,"gmtCreate":1639751408453,"gmtModify":1639751541133,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579574135370824","idStr":"3579574135370824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Average down?","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Average down?","text":"$Tiger Brokers(TIGR)$Average down?","images":[{"img":"https://static.tigerbbs.com/7e03eb4e75529dd3e419bb52cce5ea5f","width":"1080","height":"3104"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699321418","isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":699974929,"gmtCreate":1639744644626,"gmtModify":1639744644996,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579574135370824","idStr":"3579574135370824"},"themes":[],"htmlText":"Buy the dip guys!","listText":"Buy the dip guys!","text":"Buy the dip guys!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699974929","repostId":"2192462941","repostType":2,"isVote":1,"tweetType":1,"viewCount":1093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690681860,"gmtCreate":1639663794375,"gmtModify":1639663794701,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579574135370824","idStr":"3579574135370824"},"themes":[],"htmlText":"Buy the dip guys!","listText":"Buy the dip guys!","text":"Buy the dip guys!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690681860","repostId":"1117904160","repostType":2,"repost":{"id":"1117904160","kind":"news","pubTimestamp":1639620135,"share":"https://www.laohu8.com/m/news/1117904160?lang=zh_CN&edition=full","pubTime":"2021-12-16 10:02","market":"us","language":"en","title":"Nio Day 2022: 13 Things for Nio Stock Investors to Expect on Dec. 18<blockquote>2022年蔚来日:12月18日蔚来股票投资者值得期待的13件事</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117904160","media":"InvestorPlace","summary":"Nio(NYSE:NIO) Day is quickly approaching and there’s a lot for investors to be excited about.\nLet’s ","content":"<p><div> Nio(NYSE:NIO) Day is quickly approaching and there’s a lot for investors to be excited about. Let’s dive into all the latest news that traders of NIO stock need to know about today. First off, it ...</p><p><blockquote><div>蔚来(纽约证券交易所股票代码:蔚来)日即将来临,投资者有很多值得兴奋的事情。让我们深入了解蔚来股票交易者今天需要了解的所有最新消息。首先,它...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/nio-day-2022-13-things-for-nio-stock-investors-to-expect-on-dec-18/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/nio-day-2022-13-things-for-nio-stock-investors-to-expect-on-dec-18/\">网页连接</a></blockquote></p><p></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 Day 2022: 13 Things for Nio Stock Investors to Expect on Dec. 18<blockquote>2022年蔚来日:12月18日蔚来股票投资者值得期待的13件事</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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 Day 2022: 13 Things for Nio Stock Investors to Expect on Dec. 18<blockquote>2022年蔚来日:12月18日蔚来股票投资者值得期待的13件事</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-16 10:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Nio(NYSE:NIO) Day is quickly approaching and there’s a lot for investors to be excited about. Let’s dive into all the latest news that traders of NIO stock need to know about today. First off, it ...</p><p><blockquote><div>蔚来(纽约证券交易所股票代码:蔚来)日即将来临,投资者有很多值得兴奋的事情。让我们深入了解蔚来股票交易者今天需要了解的所有最新消息。首先,它...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/nio-day-2022-13-things-for-nio-stock-investors-to-expect-on-dec-18/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/nio-day-2022-13-things-for-nio-stock-investors-to-expect-on-dec-18/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://investorplace.com/2021/12/nio-day-2022-13-things-for-nio-stock-investors-to-expect-on-dec-18/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2021/12/nio-day-2022-13-things-for-nio-stock-investors-to-expect-on-dec-18/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117904160","content_text":"Nio(NYSE:NIO) Day is quickly approaching and there’s a lot for investors to be excited about.\nLet’s dive into all the latest news that traders of NIO stock need to know about today.\n\nFirst off, it looks like Nio Day will see the company revealing several new electric vehicles (EVs).\nThat includes a possible two new vehicle models, as well as a new vehicle brand.\nCurrent rumors claim one of the new vehicles in the ET5.\nThis is a mid-size sedan that will likely compete with other EVs on the market at a lower price than the ET7.\nTalk about the ET5 continues to heat up today after the EV company shared an image on its website.\nThis shows the outline of a still-unnamed vehicle from the company and many believe it to be the ET5.\nThere’s also talk of a potential ET(, which would be a sports coupe.\n\n\nOther rumors claim we might see the company reveal a multipurpose EV as well during the event.\nOf course, investors will have to wait until Nio Day before they can truly know what the next EVs from the company are.\nLuckily, that’s not too far away.\nNio will hold its special event on December 18, which is this Saturday.\nThe reveal event will take place at the Olympic Sports Center in Suzhou, China.\nNow we just have to wait for Nio Day to get here and confirm or bust all these rumors!","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604292521,"gmtCreate":1639399087663,"gmtModify":1639399092052,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579574135370824","idStr":"3579574135370824"},"themes":[],"htmlText":"Yeah buy<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>","listText":"Yeah buy<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>","text":"Yeah buy$Skillz Inc(SKLZ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604292521","repostId":"2189667447","repostType":2,"isVote":1,"tweetType":1,"viewCount":1711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606052606,"gmtCreate":1638802805112,"gmtModify":1638802805387,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579574135370824","idStr":"3579574135370824"},"themes":[],"htmlText":"GO GO <a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>","listText":"GO GO <a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>","text":"GO GO $Tiger Brokers(TIGR)$","images":[{"img":"https://static.tigerbbs.com/0e61d8fb1061bf8049265ddd7684061e","width":"1080","height":"2012"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606052606","isVote":1,"tweetType":1,"viewCount":1032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":601730241,"gmtCreate":1638562132749,"gmtModify":1638562132928,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579574135370824","idStr":"3579574135370824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Come on Tiger comrades, we can do it yes we can 💪 #HODL","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Come on Tiger comrades, we can do it yes we can 💪 #HODL","text":"$Tiger Brokers(TIGR)$Come on Tiger comrades, we can do it yes we can 💪 #HODL","images":[{"img":"https://static.tigerbbs.com/d4c4ed0428dbc27ed10c443ae052bbea","width":"1080","height":"3017"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601730241","isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":601454743,"gmtCreate":1638550327314,"gmtModify":1638550327506,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579574135370824","idStr":"3579574135370824"},"themes":[],"htmlText":"HODL","listText":"HODL","text":"HODL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601454743","repostId":"601452210","repostType":1,"repost":{"id":601452210,"gmtCreate":1638550017437,"gmtModify":1638550017651,"author":{"id":"3567497553453071","authorId":"3567497553453071","name":"FTGR","avatar":"https://static.tigerbbs.com/ab47367525b6e6b9c6093ea906b80889","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567497553453071","idStr":"3567497553453071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>都5块了。割也没什么意思。能跌也就5块。就跟老虎和空头绝一死战吧。[smile] [smile] ","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>都5块了。割也没什么意思。能跌也就5块。就跟老虎和空头绝一死战吧。[smile] [smile] ","text":"$Tiger Brokers(TIGR)$都5块了。割也没什么意思。能跌也就5块。就跟老虎和空头绝一死战吧。[smile] [smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601452210","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601097201,"gmtCreate":1638458327003,"gmtModify":1638458327149,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579574135370824","idStr":"3579574135370824"},"themes":[],"htmlText":"No way","listText":"No way","text":"No way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601097201","repostId":"601007896","repostType":1,"repost":{"id":601007896,"gmtCreate":1638457672755,"gmtModify":1638457672970,"author":{"id":"3573976216768090","authorId":"3573976216768090","name":"3nn","avatar":"https://static.tigerbbs.com/303b8f037330070d95adf2f11d86d23a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573976216768090","idStr":"3573976216768090"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>$4 by Jan ‘22 ✌️","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>$4 by Jan ‘22 ✌️","text":"$Tiger Brokers(TIGR)$$4 by Jan ‘22 ✌️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601007896","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603142115,"gmtCreate":1638380387736,"gmtModify":1638380388296,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579574135370824","idStr":"3579574135370824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>and <a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>!!","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>and <a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>!!","text":"$Sea Ltd(SE)$and $Skillz Inc(SKLZ)$!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603142115","repostId":"1161855788","repostType":2,"repost":{"id":"1161855788","kind":"news","pubTimestamp":1638368211,"share":"https://www.laohu8.com/m/news/1161855788?lang=zh_CN&edition=full","pubTime":"2021-12-01 22:16","market":"us","language":"en","title":"3 Top Stocks That'll Make You Richer in December (and Beyond)<blockquote>3只会让你在12月(及以后)变得更富有的顶级股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161855788","media":"Motley Fool","summary":"Bargains abound for growth and value investors.","content":"<p>We've officially hit the home stretch for what looks like another great year for the stock market. Since bottoming out in March 2020, the benchmark <b>S&P 500</b> has been practically unstoppable. In what's become the strongest bounce-back rally from a bear-market bottom on record, the S&P 500 has delivered a total return, including dividends, of 111% since March 23, 2020.</p><p><blockquote>我们已经正式进入了股市又一个伟大年份的冲刺阶段。自2020年3月触底以来,基准<b>标普500</b>几乎是不可阻挡的。自2020年3月23日以来,该标普500的总回报率(包括股息)为111%,这已成为有记录以来从熊市底部最强劲的反弹。</blockquote></p><p> But even with the broader market a stone's throw from an all-time high, incredible deals still abound. The following three top stocks all possess attributes that can help make you richer in December, and, most importantly, well beyond.</p><p><blockquote>但即使大盘距离历史高点仅一箭之遥,令人难以置信的交易仍然比比皆是。以下三只顶级股票都拥有可以帮助您在12月变得更富有的属性,最重要的是,还可以让您在12月变得更富有。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d06d7202e9c1d1c4d748bc3e1a80774\" tg-width=\"2000\" tg-height=\"1334\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>Sea Limited</b></p><p><blockquote><b>海有限公司</b></blockquote></p><p> For you unbridledgrowth investors, the stock that could make you a lot richer this month and well beyond is Singapore-based <b>Sea Limited</b>.</p><p><blockquote>对于那些肆无忌惮的成长型投资者来说,新加坡的股票可以让你在本月及以后变得更加富有<b>海有限公司</b>.</blockquote></p><p> Sea has had a monumental run-up since the bear-market bottom 20 months ago. Shares are up a cool 672% -- and that's after a 20% pullback from its all-time closing high on Oct. 19. With inflation picking up and coronavirus disease 2019 (COVID-19) variant concerns rearing their head, most growth stocks have taken it on the chin. But neither U.S. inflation nor COVID-19 variants are of concern to Sea Limited's three rapidly growing operating segments.</p><p><blockquote>自20个月前熊市触底以来,Sea经历了巨大的上涨。股价较10月19日的历史收盘高点回调20%后,上涨了672%。随着通胀加剧和冠状病毒疾病2019(COVID-19)变种的担忧抬头,大多数成长型股票都受到了打击。但Sea Limited的三个快速增长的运营部门都不关心美国通胀和COVID-19变种。</blockquote></p><p> For the time being, the only division generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA) is its mobile gaming unit, led by<i>Free Fire</i>. When the curtain closed on September, the company had 729 million quarterly active gamers.</p><p><blockquote>目前,唯一产生正息税折旧摊销前利润(EBITDA)的部门是其移动游戏部门,由<i>自由射击</i>截至9月9日,该公司的季度活跃游戏玩家数量为7.29亿。</blockquote></p><p> But it's not the number of gamers that's impressive. It's that 12.8% of these gamers (93.2 million) were paying to play. The pay-to-play conversion rate for the mobile gaming industry was closer to 2% in 2020. As long as Sea is generating revenue from users at a considerably higher clip than the industry average, it should command a valuation premium.</p><p><blockquote>但令人印象深刻的并不是游戏玩家的数量。这些游戏玩家中有12.8%(9320万)是付费玩的。2020年,移动游戏行业的付费游戏转化率接近2%。只要Sea从用户那里获得的收入远高于行业平均水平,它就应该获得估值溢价。</blockquote></p><p> The second rapidly growing segment is digital financial services. Though this division is still relatively nascent, the number of paying mobile wallet users grew to 39.3 million in the third quarter. Since many of the regions targeted by Sea are underbanked emerging markets, offering digital financial tools that can democratize the payment process could be a long-term game-changer.</p><p><blockquote>第二个快速增长的领域是数字金融服务。尽管该部门仍相对较新,但第三季度付费移动钱包用户数量增长至3930万。由于Sea的许多目标地区都是银行服务不足的新兴市场,因此提供能够使支付流程民主化的数字金融工具可能会改变长期的游戏规则。</blockquote></p><p> But the third and most exciting operating segment is its e-commerce division, Shopee. Among downloadable shopping apps, Shopee consistently reigns supreme in Southeastern Asia. Between COVID-19 keeping people in their homes and middle-class consumers fueling buying activity in emerging market economies, Shopee is set up for success. In fact, its annual gross merchandise value (GMV) run-rate of $67.2 billion (based on third-quarter 2021 figures) is more than six times higher than the GMV the company reported in all of 2018.</p><p><blockquote>但第三个也是最令人兴奋的运营部门是其电子商务部门Shopee。在可下载的购物应用中,Shopee在东南亚一直占据主导地位。在COVID-19让人们呆在家里和中产阶级消费者推动新兴市场经济体的购买活动之间,Shopee注定会取得成功。事实上,其年度商品总值(GMV)运行率为672亿美元(基于2021年第三季度的数据),是该公司2018年全年报告的GMV的六倍多。</blockquote></p><p> Sea Limited could very well be one of the fastest-growing mega-cap stocks on the planet this decade.</p><p><blockquote>Sea Limited很可能成为这十年全球增长最快的大型股之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d8ba66a74371fb87c9a662943abcdd4\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>Planet 13 Holdings</b></p><p><blockquote><b>星球13控股</b></blockquote></p><p> Another top stock with all the tools necessary to make investors richer in December and for many years in the future is U.S. marijuana stock <b>Planet 13 Holdings</b>.</p><p><blockquote>另一只顶级股票是美国大麻股票,它拥有让投资者在12月和未来许多年变得更加富有的所有必要工具<b>星球13控股</b>.</blockquote></p><p> Easily the biggest objection to investing in U.S. pot stocks is the fact that Congress still hasn't enacted cannabis legalization efforts. While it would make life easier for marijuana companies if the federal government would enact reforms, the vast majority of publicly traded pot stocks are primed for success if the status quo continues. With 36 states having legalized weed in some capacity, and the Department of Justice maintaining a hands-off policy, U.S. cannabis stocks like Planet 13 can bloom into successful businesses.</p><p><blockquote>投资美国大麻股票的最大反对意见无疑是国会尚未颁布大麻合法化措施。虽然如果联邦政府实施改革,大麻公司的日子会更轻松,但如果现状继续下去,绝大多数公开交易的大麻股票已经做好了成功的准备。随着36个州以某种方式将大麻合法化,以及司法部维持不干涉政策,像Planet 13这样的美国大麻股票可以发展成为成功的企业。</blockquote></p><p> For the vast majority of multi-state operators (MSOs), their strategy consists of targeting big-dollar markets and planting their proverbial flag in as many states as possible. But this isn't how Planet 13 operates. It gets its competitive edge by focusing just as much on the immersive shopping experience as it does on making a sale.</p><p><blockquote>对于绝大多数多州运营商(MSO)来说,他们的战略包括瞄准大美元市场,并在尽可能多的州插上他们众所周知的旗帜。但这不是13号行星的运作方式。它通过像关注销售一样关注沉浸式购物体验来获得竞争优势。</blockquote></p><p> For the moment, Planet 13 has just two operating dispensaries. The first is the Las Vegas SuperStore just west of the Strip. It's 112,000 square feet in size and contains a restaurant, events center, and consumer-facing processing center. In July 2021, Planet 13 opened its Orange County SuperStore about 10 minutes from Disneyland in Santa Ana, California. It spans 55,000 square feet and features a whopping 16,500 square feet of selling space.'</p><p><blockquote>目前,13号星球只有两家正在运营的药房。第一个是拉斯维加斯超市,就在拉斯维加斯大道的西边。它的面积为112,000平方英尺,包含一个餐厅、活动中心和面向消费者的处理中心。2021年7月,Planet 13在距离加利福尼亚州圣安娜迪士尼乐园约10分钟路程的奥兰治县超市开业。它占地55,000平方英尺,销售空间高达16,500平方英尺。</blockquote></p><p></p><p> Planet 13's stores are a must-see for cannabis tourists as well as locals. In fact, significantly reduced tourist traffic to Las Vegas during the pandemic forced the company to begin focusing on local residents. With Las Vegas tourism returning to some semblance of normal, Planet 13 now has both tourist appeal and a strong local resident following.</p><p><blockquote>Planet 13的商店是大麻游客和当地人的必去之地。事实上,疫情期间前往拉斯维加斯的游客流量大幅减少,迫使该公司开始关注当地居民。随着拉斯维加斯旅游业恢复正常,13号星球现在既有旅游吸引力,又有强大的当地居民追随者。</blockquote></p><p> The company has also had quite a bit of success launching its own cannabis brands. According to Headset, via third-quarter commentary from Planet 13 CEO Larry Scheffler, Trendi comprises 5% of Nevada's vape sales, with HaHa edibles accounting for 14% of the Silver State's edible sales.</p><p><blockquote>该公司在推出自己的大麻品牌方面也取得了相当大的成功。据Headset报道,通过Planet 13首席执行官Larry Scheffler第三季度的评论,Trendi占内华达州vape销售额的5%,HaHa edibles占银州食品销售额的14%。</blockquote></p><p> With Planet 13 on the cusp of recurring profitability and more than 50% below its February high, the time for opportunistic investors to pounce is now.</p><p><blockquote>随着Planet 13正处于经常性盈利的风口浪尖,比2月份的高点低50%以上,现在是机会主义投资者猛攻的时候了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/106238ec5cefb2975d9231f3547e445c\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>Teva Pharmaceutical Industries</b></p><p><blockquote><b>梯瓦制药工业公司</b></blockquote></p><p> As for you value investors, the top stock that can make you richer in December and beyond is brand-name and generic drug developer <b>Teva Pharmaceutical Industries</b>.</p><p><blockquote>对于价值投资者来说,能让您在12月及以后变得更富有的顶级股票是品牌和仿制药开发商<b>梯瓦制药工业公司</b>.</blockquote></p><p> Teva has dealt with a laundry list of bad news events over the five years. The company settled bribery charges with U.S. regulators, grossly overpaid for generic drugmaker Actavis, completely shelved its dividend, and saw its top-selling drug -- multiple sclerosis drug Copaxone -- lose patent exclusivity. But the biggest concern of late is the ongoing litigation Teva is facing over its role in the opioid crisis.</p><p><blockquote>五年来,梯瓦公司处理了一系列坏消息。该公司与美国监管机构和解了贿赂指控,向仿制药制造商阿特维斯支付了过高的费用,完全搁置了股息,并看到其最畅销的药物——多发性硬化症药物Copaxone——失去了专利排他性。但最近最大的担忧是梯瓦因其在阿片类药物危机中所扮演的角色而面临的持续诉讼。</blockquote></p><p> While these are not the types of hurdles that get leaped in a single bound, Teva's CEO Kare Schultz has done an exemplary job of getting the company back on track. Schultz is a bona fide turnaround specialist who's been with the company for a little over four years. In that time, he's reduced Teva's net debt from more than $34 billion to around $22 billion. This has been accomplished by selling off non-core assets, reducing annual operating expenses by billions of dollars, and utilizing the company's bountiful operating cash flow to pay down debt. There no question that Teva is a more financially sound company now than when Schultz was first given the reins.</p><p><blockquote>虽然这些都不是一蹴而就的障碍,但梯瓦首席执行官卡雷·舒尔茨(Kare Schultz)在让公司重回正轨方面做得堪称典范。舒尔茨是一位真正的扭亏为盈专家,他在公司工作了四年多一点。在此期间,他将梯瓦的净债务从超过340亿美元减少到约220亿美元。这是通过出售非核心资产、减少数十亿美元的年度运营费用以及利用公司丰富的运营现金流偿还债务来实现的。毫无疑问,梯瓦现在的财务状况比舒尔茨第一次掌权时更加稳健。</blockquote></p><p> Schultz is expected to play a key role in helping Teva navigate a sea of litigation, too. With the company focused on reducing debt, Schultz will aim to settle litigation with minimal amounts of cash. Instead, look for the company to offer free or reduced-price medication to states over roughly a decade as a way of potentially settling opioid litigation. It also doesn't hurt that a California trial found drugmakers weren't liable for the opioid epidemic. This puts added momentum in Teva's sails.</p><p><blockquote>预计舒尔茨也将在帮助梯瓦应对诉讼海洋方面发挥关键作用。由于公司专注于减少债务,舒尔茨的目标是用最少的现金解决诉讼。相反,期待该公司在大约十年内向各州提供免费或低价药物,作为解决阿片类药物诉讼的潜在方式。加州的一项试验发现制药商对阿片类药物的流行没有责任,这也没有什么坏处。这为梯瓦的航行增添了动力。</blockquote></p><p> Over the long run, Teva should be buoyed by increased usage of generics. Rapidly rising brand-name drug list prices, coupled with growing access to healthcare services, should lift Teva's generic drug pricing power and overall sales volume.</p><p><blockquote>从长远来看,仿制药使用的增加应该会提振梯瓦。快速上涨的品牌药物清单价格,加上获得医疗保健服务的机会不断增加,应该会提升梯瓦的仿制药定价权和整体销量。</blockquote></p><p> At roughly three times (yes,<i>three times</i>!) Wall Street's consensus forward-year earnings per share, you'd struggle to find a more deeply discounted drug stock right now.</p><p><blockquote>大约三次(是的,<i>三次</i>!)根据华尔街普遍预期的每股收益,你现在很难找到更大折扣的药品股票。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Stocks That'll Make You Richer in December (and Beyond)<blockquote>3只会让你在12月(及以后)变得更富有的顶级股票</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\n3 Top Stocks That'll Make You Richer in December (and Beyond)<blockquote>3只会让你在12月(及以后)变得更富有的顶级股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-01 22:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>We've officially hit the home stretch for what looks like another great year for the stock market. Since bottoming out in March 2020, the benchmark <b>S&P 500</b> has been practically unstoppable. In what's become the strongest bounce-back rally from a bear-market bottom on record, the S&P 500 has delivered a total return, including dividends, of 111% since March 23, 2020.</p><p><blockquote>我们已经正式进入了股市又一个伟大年份的冲刺阶段。自2020年3月触底以来,基准<b>标普500</b>几乎是不可阻挡的。自2020年3月23日以来,该标普500的总回报率(包括股息)为111%,这已成为有记录以来从熊市底部最强劲的反弹。</blockquote></p><p> But even with the broader market a stone's throw from an all-time high, incredible deals still abound. The following three top stocks all possess attributes that can help make you richer in December, and, most importantly, well beyond.</p><p><blockquote>但即使大盘距离历史高点仅一箭之遥,令人难以置信的交易仍然比比皆是。以下三只顶级股票都拥有可以帮助您在12月变得更富有的属性,最重要的是,还可以让您在12月变得更富有。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d06d7202e9c1d1c4d748bc3e1a80774\" tg-width=\"2000\" tg-height=\"1334\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>Sea Limited</b></p><p><blockquote><b>海有限公司</b></blockquote></p><p> For you unbridledgrowth investors, the stock that could make you a lot richer this month and well beyond is Singapore-based <b>Sea Limited</b>.</p><p><blockquote>对于那些肆无忌惮的成长型投资者来说,新加坡的股票可以让你在本月及以后变得更加富有<b>海有限公司</b>.</blockquote></p><p> Sea has had a monumental run-up since the bear-market bottom 20 months ago. Shares are up a cool 672% -- and that's after a 20% pullback from its all-time closing high on Oct. 19. With inflation picking up and coronavirus disease 2019 (COVID-19) variant concerns rearing their head, most growth stocks have taken it on the chin. But neither U.S. inflation nor COVID-19 variants are of concern to Sea Limited's three rapidly growing operating segments.</p><p><blockquote>自20个月前熊市触底以来,Sea经历了巨大的上涨。股价较10月19日的历史收盘高点回调20%后,上涨了672%。随着通胀加剧和冠状病毒疾病2019(COVID-19)变种的担忧抬头,大多数成长型股票都受到了打击。但Sea Limited的三个快速增长的运营部门都不关心美国通胀和COVID-19变种。</blockquote></p><p> For the time being, the only division generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA) is its mobile gaming unit, led by<i>Free Fire</i>. When the curtain closed on September, the company had 729 million quarterly active gamers.</p><p><blockquote>目前,唯一产生正息税折旧摊销前利润(EBITDA)的部门是其移动游戏部门,由<i>自由射击</i>截至9月9日,该公司的季度活跃游戏玩家数量为7.29亿。</blockquote></p><p> But it's not the number of gamers that's impressive. It's that 12.8% of these gamers (93.2 million) were paying to play. The pay-to-play conversion rate for the mobile gaming industry was closer to 2% in 2020. As long as Sea is generating revenue from users at a considerably higher clip than the industry average, it should command a valuation premium.</p><p><blockquote>但令人印象深刻的并不是游戏玩家的数量。这些游戏玩家中有12.8%(9320万)是付费玩的。2020年,移动游戏行业的付费游戏转化率接近2%。只要Sea从用户那里获得的收入远高于行业平均水平,它就应该获得估值溢价。</blockquote></p><p> The second rapidly growing segment is digital financial services. Though this division is still relatively nascent, the number of paying mobile wallet users grew to 39.3 million in the third quarter. Since many of the regions targeted by Sea are underbanked emerging markets, offering digital financial tools that can democratize the payment process could be a long-term game-changer.</p><p><blockquote>第二个快速增长的领域是数字金融服务。尽管该部门仍相对较新,但第三季度付费移动钱包用户数量增长至3930万。由于Sea的许多目标地区都是银行服务不足的新兴市场,因此提供能够使支付流程民主化的数字金融工具可能会改变长期的游戏规则。</blockquote></p><p> But the third and most exciting operating segment is its e-commerce division, Shopee. Among downloadable shopping apps, Shopee consistently reigns supreme in Southeastern Asia. Between COVID-19 keeping people in their homes and middle-class consumers fueling buying activity in emerging market economies, Shopee is set up for success. In fact, its annual gross merchandise value (GMV) run-rate of $67.2 billion (based on third-quarter 2021 figures) is more than six times higher than the GMV the company reported in all of 2018.</p><p><blockquote>但第三个也是最令人兴奋的运营部门是其电子商务部门Shopee。在可下载的购物应用中,Shopee在东南亚一直占据主导地位。在COVID-19让人们呆在家里和中产阶级消费者推动新兴市场经济体的购买活动之间,Shopee注定会取得成功。事实上,其年度商品总值(GMV)运行率为672亿美元(基于2021年第三季度的数据),是该公司2018年全年报告的GMV的六倍多。</blockquote></p><p> Sea Limited could very well be one of the fastest-growing mega-cap stocks on the planet this decade.</p><p><blockquote>Sea Limited很可能成为这十年全球增长最快的大型股之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d8ba66a74371fb87c9a662943abcdd4\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>Planet 13 Holdings</b></p><p><blockquote><b>星球13控股</b></blockquote></p><p> Another top stock with all the tools necessary to make investors richer in December and for many years in the future is U.S. marijuana stock <b>Planet 13 Holdings</b>.</p><p><blockquote>另一只顶级股票是美国大麻股票,它拥有让投资者在12月和未来许多年变得更加富有的所有必要工具<b>星球13控股</b>.</blockquote></p><p> Easily the biggest objection to investing in U.S. pot stocks is the fact that Congress still hasn't enacted cannabis legalization efforts. While it would make life easier for marijuana companies if the federal government would enact reforms, the vast majority of publicly traded pot stocks are primed for success if the status quo continues. With 36 states having legalized weed in some capacity, and the Department of Justice maintaining a hands-off policy, U.S. cannabis stocks like Planet 13 can bloom into successful businesses.</p><p><blockquote>投资美国大麻股票的最大反对意见无疑是国会尚未颁布大麻合法化措施。虽然如果联邦政府实施改革,大麻公司的日子会更轻松,但如果现状继续下去,绝大多数公开交易的大麻股票已经做好了成功的准备。随着36个州以某种方式将大麻合法化,以及司法部维持不干涉政策,像Planet 13这样的美国大麻股票可以发展成为成功的企业。</blockquote></p><p> For the vast majority of multi-state operators (MSOs), their strategy consists of targeting big-dollar markets and planting their proverbial flag in as many states as possible. But this isn't how Planet 13 operates. It gets its competitive edge by focusing just as much on the immersive shopping experience as it does on making a sale.</p><p><blockquote>对于绝大多数多州运营商(MSO)来说,他们的战略包括瞄准大美元市场,并在尽可能多的州插上他们众所周知的旗帜。但这不是13号行星的运作方式。它通过像关注销售一样关注沉浸式购物体验来获得竞争优势。</blockquote></p><p> For the moment, Planet 13 has just two operating dispensaries. The first is the Las Vegas SuperStore just west of the Strip. It's 112,000 square feet in size and contains a restaurant, events center, and consumer-facing processing center. In July 2021, Planet 13 opened its Orange County SuperStore about 10 minutes from Disneyland in Santa Ana, California. It spans 55,000 square feet and features a whopping 16,500 square feet of selling space.'</p><p><blockquote>目前,13号星球只有两家正在运营的药房。第一个是拉斯维加斯超市,就在拉斯维加斯大道的西边。它的面积为112,000平方英尺,包含一个餐厅、活动中心和面向消费者的处理中心。2021年7月,Planet 13在距离加利福尼亚州圣安娜迪士尼乐园约10分钟路程的奥兰治县超市开业。它占地55,000平方英尺,销售空间高达16,500平方英尺。</blockquote></p><p></p><p> Planet 13's stores are a must-see for cannabis tourists as well as locals. In fact, significantly reduced tourist traffic to Las Vegas during the pandemic forced the company to begin focusing on local residents. With Las Vegas tourism returning to some semblance of normal, Planet 13 now has both tourist appeal and a strong local resident following.</p><p><blockquote>Planet 13的商店是大麻游客和当地人的必去之地。事实上,疫情期间前往拉斯维加斯的游客流量大幅减少,迫使该公司开始关注当地居民。随着拉斯维加斯旅游业恢复正常,13号星球现在既有旅游吸引力,又有强大的当地居民追随者。</blockquote></p><p> The company has also had quite a bit of success launching its own cannabis brands. According to Headset, via third-quarter commentary from Planet 13 CEO Larry Scheffler, Trendi comprises 5% of Nevada's vape sales, with HaHa edibles accounting for 14% of the Silver State's edible sales.</p><p><blockquote>该公司在推出自己的大麻品牌方面也取得了相当大的成功。据Headset报道,通过Planet 13首席执行官Larry Scheffler第三季度的评论,Trendi占内华达州vape销售额的5%,HaHa edibles占银州食品销售额的14%。</blockquote></p><p> With Planet 13 on the cusp of recurring profitability and more than 50% below its February high, the time for opportunistic investors to pounce is now.</p><p><blockquote>随着Planet 13正处于经常性盈利的风口浪尖,比2月份的高点低50%以上,现在是机会主义投资者猛攻的时候了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/106238ec5cefb2975d9231f3547e445c\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>Teva Pharmaceutical Industries</b></p><p><blockquote><b>梯瓦制药工业公司</b></blockquote></p><p> As for you value investors, the top stock that can make you richer in December and beyond is brand-name and generic drug developer <b>Teva Pharmaceutical Industries</b>.</p><p><blockquote>对于价值投资者来说,能让您在12月及以后变得更富有的顶级股票是品牌和仿制药开发商<b>梯瓦制药工业公司</b>.</blockquote></p><p> Teva has dealt with a laundry list of bad news events over the five years. The company settled bribery charges with U.S. regulators, grossly overpaid for generic drugmaker Actavis, completely shelved its dividend, and saw its top-selling drug -- multiple sclerosis drug Copaxone -- lose patent exclusivity. But the biggest concern of late is the ongoing litigation Teva is facing over its role in the opioid crisis.</p><p><blockquote>五年来,梯瓦公司处理了一系列坏消息。该公司与美国监管机构和解了贿赂指控,向仿制药制造商阿特维斯支付了过高的费用,完全搁置了股息,并看到其最畅销的药物——多发性硬化症药物Copaxone——失去了专利排他性。但最近最大的担忧是梯瓦因其在阿片类药物危机中所扮演的角色而面临的持续诉讼。</blockquote></p><p> While these are not the types of hurdles that get leaped in a single bound, Teva's CEO Kare Schultz has done an exemplary job of getting the company back on track. Schultz is a bona fide turnaround specialist who's been with the company for a little over four years. In that time, he's reduced Teva's net debt from more than $34 billion to around $22 billion. This has been accomplished by selling off non-core assets, reducing annual operating expenses by billions of dollars, and utilizing the company's bountiful operating cash flow to pay down debt. There no question that Teva is a more financially sound company now than when Schultz was first given the reins.</p><p><blockquote>虽然这些都不是一蹴而就的障碍,但梯瓦首席执行官卡雷·舒尔茨(Kare Schultz)在让公司重回正轨方面做得堪称典范。舒尔茨是一位真正的扭亏为盈专家,他在公司工作了四年多一点。在此期间,他将梯瓦的净债务从超过340亿美元减少到约220亿美元。这是通过出售非核心资产、减少数十亿美元的年度运营费用以及利用公司丰富的运营现金流偿还债务来实现的。毫无疑问,梯瓦现在的财务状况比舒尔茨第一次掌权时更加稳健。</blockquote></p><p> Schultz is expected to play a key role in helping Teva navigate a sea of litigation, too. With the company focused on reducing debt, Schultz will aim to settle litigation with minimal amounts of cash. Instead, look for the company to offer free or reduced-price medication to states over roughly a decade as a way of potentially settling opioid litigation. It also doesn't hurt that a California trial found drugmakers weren't liable for the opioid epidemic. This puts added momentum in Teva's sails.</p><p><blockquote>预计舒尔茨也将在帮助梯瓦应对诉讼海洋方面发挥关键作用。由于公司专注于减少债务,舒尔茨的目标是用最少的现金解决诉讼。相反,期待该公司在大约十年内向各州提供免费或低价药物,作为解决阿片类药物诉讼的潜在方式。加州的一项试验发现制药商对阿片类药物的流行没有责任,这也没有什么坏处。这为梯瓦的航行增添了动力。</blockquote></p><p> Over the long run, Teva should be buoyed by increased usage of generics. Rapidly rising brand-name drug list prices, coupled with growing access to healthcare services, should lift Teva's generic drug pricing power and overall sales volume.</p><p><blockquote>从长远来看,仿制药使用的增加应该会提振梯瓦。快速上涨的品牌药物清单价格,加上获得医疗保健服务的机会不断增加,应该会提升梯瓦的仿制药定价权和整体销量。</blockquote></p><p> At roughly three times (yes,<i>three times</i>!) Wall Street's consensus forward-year earnings per share, you'd struggle to find a more deeply discounted drug stock right now.</p><p><blockquote>大约三次(是的,<i>三次</i>!)根据华尔街普遍预期的每股收益,你现在很难找到更大折扣的药品股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/12/01/3-top-stocks-thatll-make-you-richer-in-december/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","TEVA":"梯瓦制药"},"source_url":"https://www.fool.com/investing/2021/12/01/3-top-stocks-thatll-make-you-richer-in-december/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161855788","content_text":"We've officially hit the home stretch for what looks like another great year for the stock market. Since bottoming out in March 2020, the benchmark S&P 500 has been practically unstoppable. In what's become the strongest bounce-back rally from a bear-market bottom on record, the S&P 500 has delivered a total return, including dividends, of 111% since March 23, 2020.\nBut even with the broader market a stone's throw from an all-time high, incredible deals still abound. The following three top stocks all possess attributes that can help make you richer in December, and, most importantly, well beyond.\nImage source: Getty Images.\nSea Limited\nFor you unbridledgrowth investors, the stock that could make you a lot richer this month and well beyond is Singapore-based Sea Limited.\nSea has had a monumental run-up since the bear-market bottom 20 months ago. Shares are up a cool 672% -- and that's after a 20% pullback from its all-time closing high on Oct. 19. With inflation picking up and coronavirus disease 2019 (COVID-19) variant concerns rearing their head, most growth stocks have taken it on the chin. But neither U.S. inflation nor COVID-19 variants are of concern to Sea Limited's three rapidly growing operating segments.\nFor the time being, the only division generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA) is its mobile gaming unit, led byFree Fire. When the curtain closed on September, the company had 729 million quarterly active gamers.\nBut it's not the number of gamers that's impressive. It's that 12.8% of these gamers (93.2 million) were paying to play. The pay-to-play conversion rate for the mobile gaming industry was closer to 2% in 2020. As long as Sea is generating revenue from users at a considerably higher clip than the industry average, it should command a valuation premium.\nThe second rapidly growing segment is digital financial services. Though this division is still relatively nascent, the number of paying mobile wallet users grew to 39.3 million in the third quarter. Since many of the regions targeted by Sea are underbanked emerging markets, offering digital financial tools that can democratize the payment process could be a long-term game-changer.\nBut the third and most exciting operating segment is its e-commerce division, Shopee. Among downloadable shopping apps, Shopee consistently reigns supreme in Southeastern Asia. Between COVID-19 keeping people in their homes and middle-class consumers fueling buying activity in emerging market economies, Shopee is set up for success. In fact, its annual gross merchandise value (GMV) run-rate of $67.2 billion (based on third-quarter 2021 figures) is more than six times higher than the GMV the company reported in all of 2018.\nSea Limited could very well be one of the fastest-growing mega-cap stocks on the planet this decade.\nImage source: Getty Images.\nPlanet 13 Holdings\nAnother top stock with all the tools necessary to make investors richer in December and for many years in the future is U.S. marijuana stock Planet 13 Holdings.\nEasily the biggest objection to investing in U.S. pot stocks is the fact that Congress still hasn't enacted cannabis legalization efforts. While it would make life easier for marijuana companies if the federal government would enact reforms, the vast majority of publicly traded pot stocks are primed for success if the status quo continues. With 36 states having legalized weed in some capacity, and the Department of Justice maintaining a hands-off policy, U.S. cannabis stocks like Planet 13 can bloom into successful businesses.\nFor the vast majority of multi-state operators (MSOs), their strategy consists of targeting big-dollar markets and planting their proverbial flag in as many states as possible. But this isn't how Planet 13 operates. It gets its competitive edge by focusing just as much on the immersive shopping experience as it does on making a sale.\nFor the moment, Planet 13 has just two operating dispensaries. The first is the Las Vegas SuperStore just west of the Strip. It's 112,000 square feet in size and contains a restaurant, events center, and consumer-facing processing center. In July 2021, Planet 13 opened its Orange County SuperStore about 10 minutes from Disneyland in Santa Ana, California. It spans 55,000 square feet and features a whopping 16,500 square feet of selling space.'\nPlanet 13's stores are a must-see for cannabis tourists as well as locals. In fact, significantly reduced tourist traffic to Las Vegas during the pandemic forced the company to begin focusing on local residents. With Las Vegas tourism returning to some semblance of normal, Planet 13 now has both tourist appeal and a strong local resident following.\nThe company has also had quite a bit of success launching its own cannabis brands. According to Headset, via third-quarter commentary from Planet 13 CEO Larry Scheffler, Trendi comprises 5% of Nevada's vape sales, with HaHa edibles accounting for 14% of the Silver State's edible sales.\nWith Planet 13 on the cusp of recurring profitability and more than 50% below its February high, the time for opportunistic investors to pounce is now.\nImage source: Getty Images.\nTeva Pharmaceutical Industries\nAs for you value investors, the top stock that can make you richer in December and beyond is brand-name and generic drug developer Teva Pharmaceutical Industries.\nTeva has dealt with a laundry list of bad news events over the five years. The company settled bribery charges with U.S. regulators, grossly overpaid for generic drugmaker Actavis, completely shelved its dividend, and saw its top-selling drug -- multiple sclerosis drug Copaxone -- lose patent exclusivity. But the biggest concern of late is the ongoing litigation Teva is facing over its role in the opioid crisis.\nWhile these are not the types of hurdles that get leaped in a single bound, Teva's CEO Kare Schultz has done an exemplary job of getting the company back on track. Schultz is a bona fide turnaround specialist who's been with the company for a little over four years. In that time, he's reduced Teva's net debt from more than $34 billion to around $22 billion. This has been accomplished by selling off non-core assets, reducing annual operating expenses by billions of dollars, and utilizing the company's bountiful operating cash flow to pay down debt. There no question that Teva is a more financially sound company now than when Schultz was first given the reins.\nSchultz is expected to play a key role in helping Teva navigate a sea of litigation, too. With the company focused on reducing debt, Schultz will aim to settle litigation with minimal amounts of cash. Instead, look for the company to offer free or reduced-price medication to states over roughly a decade as a way of potentially settling opioid litigation. It also doesn't hurt that a California trial found drugmakers weren't liable for the opioid epidemic. This puts added momentum in Teva's sails.\nOver the long run, Teva should be buoyed by increased usage of generics. Rapidly rising brand-name drug list prices, coupled with growing access to healthcare services, should lift Teva's generic drug pricing power and overall sales volume.\nAt roughly three times (yes,three times!) Wall Street's consensus forward-year earnings per share, you'd struggle to find a more deeply discounted drug stock right now.","news_type":1,"symbols_score_info":{"TEVA":0.9,"SE":0.9,"PLHWF":0.9}},"isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609431176,"gmtCreate":1638316217295,"gmtModify":1638316217439,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579574135370824","idStr":"3579574135370824"},"themes":[],"htmlText":"HODL!","listText":"HODL!","text":"HODL!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609431176","repostId":"609566810","repostType":1,"repost":{"id":609566810,"gmtCreate":1638309988826,"gmtModify":1638309988972,"author":{"id":"3574119580998476","authorId":"3574119580998476","name":"葉家豪","avatar":"https://static.tigerbbs.com/b1cccce97426816bc6bcfd26004a3e3c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574119580998476","idStr":"3574119580998476"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>Green pls ","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>Green pls ","text":"$DiDi Global Inc.(DIDI)$Green pls","images":[{"img":"https://static.tigerbbs.com/154a3794b79d3e380340d32cd6f51307","width":"1242","height":"2688"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609566810","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":181516847,"gmtCreate":1623401266589,"gmtModify":1634033732424,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579574135370824","authorIdStr":"3579574135370824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>yeah","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>yeah","text":"$NIO Inc.(NIO)$yeah","images":[{"img":"https://static.tigerbbs.com/571c8600e1d4427c2defb8dbfc4bc7c5","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":3,"link":"https://laohu8.com/post/181516847","isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":374809287,"gmtCreate":1619434265449,"gmtModify":1634273537339,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579574135370824","authorIdStr":"3579574135370824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>go go go","listText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>go go go","text":"$SEA LTD(SE)$go go go","images":[{"img":"https://static.tigerbbs.com/8d62cfe4431658d1c2d14f7969950dc7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/374809287","isVote":1,"tweetType":1,"viewCount":1091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":840924709,"gmtCreate":1635577739423,"gmtModify":1635577739529,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579574135370824","authorIdStr":"3579574135370824"},"themes":[],"htmlText":"How about TIGR? 👻","listText":"How about TIGR? 👻","text":"How about TIGR? 👻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/840924709","repostId":"1160516340","repostType":2,"repost":{"id":"1160516340","kind":"news","pubTimestamp":1635576015,"share":"https://www.laohu8.com/m/news/1160516340?lang=zh_CN&edition=full","pubTime":"2021-10-30 14:40","market":"us","language":"en","title":"5 Stocks For Halloween: Will They Be Tricks Or Treats?<blockquote>万圣节的5只股票:它们会是“不给糖就捣蛋”吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160516340","media":"Benzinga","summary":"Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the ","content":"<p><div> Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the middle of a COVID-19 pandemic that saw many cancel parties and plans to trick or treat. Here’s a ...</p><p><blockquote><div>万圣节将于周日庆祝,与2020年在新冠肺炎疫情举行的活动相比,可能会发生重大变化,许多人取消了派对和“不给糖就捣蛋”的计划。这是一个...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>5 Stocks For Halloween: Will They Be Tricks Or Treats?<blockquote>万圣节的5只股票:它们会是“不给糖就捣蛋”吗?</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\n5 Stocks For Halloween: Will They Be Tricks Or Treats?<blockquote>万圣节的5只股票:它们会是“不给糖就捣蛋”吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-10-30 14:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the middle of a COVID-19 pandemic that saw many cancel parties and plans to trick or treat. Here’s a ...</p><p><blockquote><div>万圣节将于周日庆祝,与2020年在新冠肺炎疫情举行的活动相比,可能会发生重大变化,许多人取消了派对和“不给糖就捣蛋”的计划。这是一个...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TR":"Tootsie Roll Industries Inc","JAKK":"杰克仕太平洋","HSY":"好时","AMCX":"AMC网络公司","CHCO":"City Holding Company"},"source_url":"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160516340","content_text":"Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the middle of a COVID-19 pandemic that saw many cancel parties and plans to trick or treat.\nHere’s a look at what the data is pointing to for 2021 Halloween spending and five stocks to keep on the radar that could turn in strong quarters that include the holiday.\nHalloween Sales Expectations:Consumers feel more comfortable resuming normal Halloween activities according to theNational Retail Federation.\n“This year, two-thirds (65%) of consumers plan to celebrate one of America’s favorite holidays, up from 58% in 2020,” NRF said.\nThe NRF sees consumers spending an average of $102.74 this year on Halloween, which would be the first time the figure has hit triple digits. Estimates last year were for spending of $92.12 by each consumer.\nResearch points to candy and costumes as big winners by the return of Halloween activities along with decorations. Spending on decorations is expected to hit $3.3 billion, an all-time high.\nIs Coca-Cola's Stock Overvalued OrUndervalued?\nHalloween 2021 will also see a higher number of people without kids celebrating than in 2020. Estimates call for 55% of homes without children to celebrate, compared to 49% in 2020. The figure falls in line with pre-pandemic levels of anticipated adult costume spending.\nTootsie Roll:Candy companyTootsie Roll Industries Inc\nTR-0.47%is a popular option for anyone handing out candy to trick or treaters. If you’ve ever gone trick or treating, chances are you got a ton of tootsie rolls, given their lower cost for anyone buying for a large number of visitors.\nThe companyreportedthird-quarter sales of $183.1 million, up 17% year-over-year. The company saw a dip in fourth-quarter revenue last year compared to the prior year. Look for Tootsie Roll to see a rebound in the fourth quarter.\nHershey:The Hershey Co\nHSY-2.28%has diversified its products to include several snack brands, but candy remains the big revenue driver. The company owns many of the popular brands that will be sought out by trick or treaters. Hershey’sthird-quarterrevenue of $2.4 billion was the highest it has seen in years on a quarterly basis.\n“Consumer demand for our brands has remained robust,” Hershey Company CEOMichele Bucksaid. The company raised full-year sales guidance and a strong Halloween could help meet or exceed the updated expectations.\nJakks Pacific:Toy companyJakks Pacific Inc\nJAKK-4.38%finds itself on the Halloween list thanks to its ownership of Disguise, the world’s leading costume design and manufacturing company. With more adults dressing up and a return of trick or treat activities, the company could be in for a strong quarter.\nThe company’sthird-quarterrevenue was $237 million, which included $64 million in revenue for the costumes segment. Costume sales were up 16.4% year-over-year and the fourth quarter could continue that trend. Jakks Pacific had revenue of $128.3 million in the fourth quarter last year, a decline from the prior year. Last year’s fourth quarter featured a 91% year-over-year increase in costumes segment revenue. The third and fourth quarters are the company’s two biggest quarters for revenue.\nParty City:Retailer$Party City Holdco(PRTY)$ Inc\nPRTY+2.97%could be a popular destination for Halloween costumes and decorations. The company ended thesecond quarterwith 749 locations and is also a provider of third-party products to other retailers.\nSecond-quarter revenue was up 110% year-over-year for the company.\n“We saw sequential acceleration of the business as the economy opened up and restrictions subsided, driving increased consumer ability to celebrate,” Party City CEOBrad Westonsaid. The company will report third-quarter earnings on Nov. 9, which could provide a better look at how the Halloween shopping looked.\nAMC Networks:Media companyAMC Networks\nAMCX-2.04%finds itself on the Halloween stock list thanks to its ownership of “The Walking Dead” franchise, horror film programming and as owner of horror focused streaming platform Shudder. AMC isairing“FearFest” from Oct. 1 through Oct. 31 on its namesake AMC and AMC+ channels, which could turn into a subscriber boosting event.\n“The Walking Dead” returned to the network with its final season beginning Oct. 10, which could be another October event to watch. Shudder, which is the largest horror focused streaming platform, is available for $4.75 a month on major streaming platforms. The platformhitone million subscribers in 2020. Pizza Hut, aYum Brands Inc\nYUM-0.75%company,partneredwith Shudder to offer a promotion for 30 days free.","news_type":1,"symbols_score_info":{"JAKK":0.9,"HSY":0.9,"TR":0.9,"AMCX":0.9,"CHCO":0.9}},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609178610,"gmtCreate":1638259571257,"gmtModify":1638259630269,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579574135370824","authorIdStr":"3579574135370824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>up up","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>up up","text":"$Tiger Brokers(TIGR)$up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609178610","repostId":"1106311782","repostType":2,"repost":{"id":"1106311782","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638259223,"share":"https://www.laohu8.com/m/news/1106311782?lang=zh_CN&edition=full","pubTime":"2021-11-30 16:00","market":"us","language":"en","title":"Tiger Brokers Achieved Annual Target for New Account Growth, Over 80% Of Newly Funded Accounts Came from Overseas in Q3<blockquote>老虎证券实现年度新增账户增长目标Q3新增资金账户超八成来自海外</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106311782","media":"Tiger Newspress","summary":"Tiger Brokers, a leading online brokerage firm focusing on global investors, today reported its unau","content":"<p>Tiger Brokers, a leading online brokerage firm focusing on global investors, today reported its unaudited financial results for the third quarter ended September 30, 2021. Total revenues were US$60.8 million, a 59.6% increase from the third quarter of 2020. Non-GAAP net income was US$5.3 million.</p><p><blockquote>专注于全球投资者的领先在线经纪公司老虎证券今天公布了截至2021年9月30日的第三季度未经审计的财务业绩。总收入为6080万美元,较2020年第三季度增长59.6%。非公认会计准则净利润为530万美元。</blockquote></p><p> In the quarter, the Company's internationalization strategy demonstrated substantial progress. By the end of the third quarter, customer accounts increased by 117,800 to 1.77 million, nearly twice that of the same period last year. The number of customers with deposits increased to 612,000, nearly 3 times that of the same period last year. Notably, over 80% of newly funded accounts in Q3 came from overseas. The Company has acquired 353,300 funded accounts this year, surpassing the 350,000 new funded account guidance it set out earlier this year.</p><p><blockquote>本季度,公司国际化战略取得实质性进展。截至三季度末,客户账户增加11.78万户至177万户,是去年同期的近两倍。存款客户增至61.2万户,是去年同期的近3倍。值得注意的是,第三季度超过80%的新融资账户来自海外。该公司今年已收购353,300个资助账户,超过了今年早些时候制定的350,000个新资助账户指导。</blockquote></p><p> Mr. Wu Tianhua, CEO of Tiger Brokers commented, “An important step in our mission to become a leading global broker is our upcoming expansion in Hong Kong; we have now obtained Type I (Dealing in Securities) and Type II (Dealing in Futures Contracts) licenses from the Hong Kong Securities and Futures Commission. Meanwhile, as the first online brokerage with SGX memberships across securities trading and clearing, securities depository, and derivatives trading, the Company is able to provide more services to local investors which further strengthens our presence in Singapore. Looking forward, we are confident that our industry-leading focus on advancing brokerage technology and delivering a superior user experience, coupled with our strong emphasis on compliance, will help us stand out from the crowd.”</p><p><blockquote>老虎证券首席执行官巫天华先生评论说:“我们成为全球领先经纪商的使命的重要一步是我们即将在香港扩张;我们现已获得香港证券及期货事务监察委员会的I类(证券交易)和II类(期货合约交易)牌照。同时,作为首家拥有新交所会员资格的证券交易和结算、证券存管和衍生品交易的在线经纪公司,该公司能够为当地投资者提供更多服务,进一步加强了我们在新加坡的影响力。展望未来,我们相信,我们对推进经纪技术和提供卓越用户体验的行业领先关注,加上我们对合规性的高度重视,将帮助我们脱颖而出。”</blockquote></p><p> <a href=\"https://www.globenewswire.com/news-release/2021/11/30/2342675/0/en/UP-Fintech-Holding-Limited-Reports-Unaudited-Third-Quarter-2021-Financial-Results.html\" target=\"_blank\"><b>Press Release</b></a><b></b></p><p><blockquote><a href=\"https://www.globenewswire.com/news-release/2021/11/30/2342675/0/en/UP-Fintech-Holding-Limited-Reports-Unaudited-Third-Quarter-2021-Financial-Results.html\" target=\"_blank\"><b>新闻稿</b></a><b></b></blockquote></p><p> <b>Exceeded Full-Year Funded Accounts Guidance Over 70% of Clients’ US Cash Equity Trades Are Self-Cleared</b></p><p><blockquote><b>超过全年资金账户指引超过70%的客户美国现金股票交易是自我清算的</b></blockquote></p><p> The third quarter results corroborated the success of the Company's internationalization strategy with global customer accounts reaching 1.77 million and the number of customer accounts with deposits reaching 612,000. In the first nine months of the year, the Company acquired 353,300 newly funded accounts which exceeded the annual guidance set forth at the beginning of the year. Total securities trading volume increased by 47.4% year over year to US$92.6 billion, and total account balance was US$20.6 billion, an increase of 88.3% year over year. The Company’s core brokerage business achieved steady growth. Commission income was US$33.5 million, a year over year increase of 72.0% and interest-related income was US$20.1 million, a year over year increase of 105.1%.</p><p><blockquote>第三季度业绩证实了公司国际化战略的成功,全球客户账户达到177万个,存款客户账户数量达到61.2万个。今年前9个月,该公司获得了35.33万个新资金账户,超过了年初制定的年度指导。证券交易总额同比增长47.4%至926亿美元,账户余额总额为206亿美元,同比增长88.3%。公司核心经纪业务实现稳健增长。佣金收入为3350万美元,同比增长72.0%,利息相关收入为2010万美元,同比增长105.1%。</blockquote></p><p> Tiger Brokers continued to expand the products and services available on its comprehensive fintech platform. For options traders, the Company's flagship trading App, Tiger Trade, launched options paper trading to help new investors learn about options. It also added a Covered Call function to reduce option traders' margin requirements. For US stock investors, the Company launched new functions such as tables of pre & post market movers and daily short volume to help investors better capture market opportunities. The Company in total provided 28 IPO subscriptions in the third quarter, such as Li Auto (HK:2015) and Helens (HK:9869). To meet retail investors’ interest to subscribe to Hong Kong IPOs, the Company added new trading coupons such as zero-margin financing coupons and fee reduction coupons. Meanwhile, Tiger Brokers’ online investor community, the Tiger Community, added more investing courses for beginners, helping them identify and analyze promising global opportunities.</p><p><blockquote>老虎证券继续扩展其综合金融科技平台上提供的产品和服务。对于期权交易者,该公司的旗舰交易应用Tiger Trade推出了期权纸上交易,以帮助新投资者了解期权。它还增加了备兑看涨期权功能,以降低期权交易者的保证金要求。针对美股投资者,公司推出了盘前盘后走势表、每日空头成交量等新功能,帮助投资者更好地捕捉市场机会。该公司在第三季度总共提供了28份IPO认购,例如理想汽车(HK:2015)和海伦司(HK:9869)。为满足散户认购港股IPO的兴趣,公司新增零保证金融资券、减费券等交易券。与此同时,老虎证券的在线投资者社区老虎社区为初学者增加了更多投资课程,帮助他们识别和分析有前途的全球机会。</blockquote></p><p> The Company’s wealth management business grew steadily in the quarter as more clients used the Fund Mall and Cash Plus. Assets under management (AUM)increased by 98.0% year over year and the number of clients increased by 153.1% year over year. Leveraging its global client base, Tiger Brokers bolstered its cooperation with top international asset managers; the Fund Mall added 40 new funds in the third quarter, among which Asia-focused equity funds were particularly popular. To meet growing client demand for global wealth management, the Company continued to develop new functions for its systematic investment plan, which clients use to automatically invest a predetermined sum in their favorite funds each month.</p><p><blockquote>随着更多客户使用基金商城和Cash Plus,该公司的财富管理业务在本季度稳步增长。管理资产(AUM)同比增长98.0%,客户数量同比增长153.1%。老虎证券依托全球客户群,加强与国际顶级资产管理公司的合作;基金商城三季度新增40只基金,其中聚焦亚洲的股票型基金尤其受欢迎。为满足客户对全球财富管理日益增长的需求,公司继续为其系统投资计划开发新功能,客户使用该计划每月自动将预定金额投资于他们喜爱的基金。</blockquote></p><p></p><p> As a company that prides itself on innovation, Tiger Brokers continued to actively invest in research and development for its proprietary technologies. By the end of the third quarter, over 70% of clients were having their U.S. cash equities trades cleared by TradeUP Securities Inc. (formerly known as Marsco Investment Corporation). With its solid track record of successful innovation, the Company won the 2021 Ram Charan Innovation and Entrepreneurship Practice Award by the Harvard Business Review.</p><p><blockquote>作为一家以创新为荣的公司,老虎证券继续积极投资于其专有技术的研发。截至第三季度末,超过70%的客户的美国现金股票交易由TradeUP Securities Inc.(前身为Marsco Investment Corporation)清算。凭借其成功创新的坚实记录,该公司获得了《哈佛商业评论》颁发的2021年拉姆·查兰创新和创业实践奖。</blockquote></p><p> <b>Over 80% Of New Funded Accounts from Overseas Acquired New Licenses and Qualifications in Hong Kong and Singapore</b></p><p><blockquote><b>超过80%来自海外的新基金账户在香港和新加坡获得了新的执照和资格</b></blockquote></p><p> Tiger Brokers' internationalization strategy has achieved remarkable results. Over 80% of its newly funded accounts came from outside China during the third quarter.</p><p><blockquote>老虎证券国际化战略成效显著。第三季度,超过80%的新融资账户来自中国境外。</blockquote></p><p> In Singapore, Tiger Brokers offered new futures products including those from Eurex Exchange. Tiger Brokers currently offers futures from six major exchanges in the U.S., Europe and Asia, leading the industry by the number of futures available for trading on its platform. In July, in cooperation with Lion Global Investors, it also helped raise financing for Singapore's first dividend-paying China-focused ETF. Retail investors were able to subscribe for units via Tiger Trade, which reduced the threshold for Singapore investors to increase their allocation to China.</p><p><blockquote>在新加坡,老虎证券推出了新的期货产品,包括欧洲期货交易所的产品。老虎证券目前提供美国、欧洲和亚洲六大交易所的期货,在其平台上可交易的期货数量方面领先行业。7月,它还与Lion Global Investors合作,帮助新加坡首只以中国为重点的派息ETF融资。散户投资者可以通过Tiger Trade认购单位,这降低了新加坡投资者增加中国配置的门槛。</blockquote></p><p> In addition, the Company launched its business-to-business (B2B) corporate services in Singapore, where Tiger Brokers provides clients with technological solutions that include advanced portfolio and risk management tools. To further promote the Company's presence in Singapore and current strategic global expansion plans, the Company has decided to establish a dual headquarters in Singapore.</p><p><blockquote>此外,该公司在新加坡推出了企业对企业(B2B)企业服务,老虎证券在新加坡为客户提供技术解决方案,包括先进的投资组合和风险管理工具。为进一步推动公司在新加坡的业务和当前的全球战略扩张计划,公司决定在新加坡设立双总部。</blockquote></p><p> In New Zealand, the Company's growth potential was well recognized by the industry. Tiger Brokers NZ was recognized by APAC Business Headlines as New Zealand’s Most Influential FinTech Company 2021. It also has been named as the 2021 Deloitte Fast 50 fastest-growing company in New Zealand.</p><p><blockquote>在新西兰,该公司的增长潜力得到了业界的认可。老虎证券新西兰被APAC商业头条评为2021年新西兰最具影响力的金融科技公司。它还被评为2021年德勤新西兰增长最快的50家公司。</blockquote></p><p> The Company will continue to solidify its position as an industry-leading online broker by executing on its global expansion strategy and expanding its client base. By acquiring a local firm licensed with the Hong Kong Securities and Futures Commission for Type I (Dealing in Securities) and Type II (Dealing in Futures Contracts) regulated activities, the Company will be able to tap into the Hong Kong market to drive further growth. In Singapore, the Company also received approval to be admitted as a Trading Member of Singapore Exchange Securities Trading Limited (\"SGX-ST\") and Singapore Exchange Derivatives Trading Limited (“SGX-DT\") and a Clearing Member as well as aDepositoryAgent of The Central Depository (Pte) Limited (“CDP”) from Singapore Exchange Ltd (“SGX”). As of now, the Company holds 46 licenses and qualificationsacross 36 categoriesin Hong KongSAR, Singapore, The U.S., New Zealand, and Australia, laying a solid foundation for long-term growth.</p><p><blockquote>公司将继续通过执行其全球扩张战略和扩大其客户群来巩固其作为行业领先在线经纪商的地位。透过收购一间获香港证券及期货事务监察委员会发牌从事第一类(证券交易)及第二类(期货合约交易)受规管活动的本地公司,本公司将可进军香港市场,推动进一步增长。在新加坡,本公司还获得新加坡证券交易有限公司(“SGX-ST”)和新加坡衍生品交易有限公司(“SGX-DT”)的交易会员以及新加坡交易所有限公司(“SGX”)中央存管(私人)有限公司(“CDP”)的结算会员和存管代理。截至目前,本公司在香港特区、新加坡、美国、新西兰和澳大利亚拥有36个类别的46个牌照和资格,为长期增长奠定了坚实的基础。</blockquote></p><p> <b>262 ESOP Clients as of Q3 Digital ESOP Solutions to Assist More Companies</b></p><p><blockquote><b>截至第三季度,已有262家ESOP客户数字化ESOP解决方案帮助更多公司</b></blockquote></p><p> Other income, mainly derived from investment banking and ESOP (Employee Stock Incentive Plan), was US$7.18 million in the third quarter. Despite short-term market uncertainty, the Company continued to grow its robust pipeline of prospective issuers.</p><p><blockquote>其他收入,主要来自投资银行业务和ESOP(员工股票激励计划),第三季度为718万美元。尽管短期市场存在不确定性,该公司仍继续扩大其强大的潜在发行人渠道。</blockquote></p><p> On the investment banking side of the business, the Company continues to develop its core underwriting capability as well as its equity research offerings. By leveraging its detailed knowledge of the Chinese market, the Company served as an underwriter for the international offering of XPeng’s (HK: 9868) dual primary listing in Hong Kong, and also provided substantial subscription orders for several other issuers. In the third quarter, the Company participated in 4 U.S. IPOs. In addition, Tiger Brokers assisted an issuer attract additional investment in excess of HK$200 million (US$26 million) after its listing. The Company also released equity research reports covering renowned companies such as Alibaba (NYSE: BABA) and Baidu (NASDAQ: BIDU) during the quarter.</p><p><blockquote>在投资银行业务方面,该公司继续发展其核心承销能力以及股票研究产品。凭借对中国市场的详细了解,该公司担任了小鹏汽车(HK:9868)在香港双重主要上市的国际发售承销商,还为其他几家发行人提供了大量认购订单。三季度,公司参与了4宗美国IPO。此外,老虎证券还协助一家发行人在上市后吸引了超过2亿港元(2600万美元)的额外投资。该公司还在本季度发布了涵盖阿里巴巴-SW(纽约证券交易所股票代码:BABA)和百度(纳斯达克股票代码:BIDU)等知名公司的股票研究报告。</blockquote></p><p> The Company's investment banking business formally launched its Financial Advisory service and cooperated with over 20 emerging companies across various sectors during the quarter. With its strong market insights and technological prowess, Tiger Brokers is naturally more connected to these companies and can offer a comprehensive suite of solutions specific to their needs, all while assisting them increase their international presence.</p><p><blockquote>本季度,公司投行业务正式推出财务顾问服务,与20多家行业新兴公司合作。凭借其强大的市场洞察力和技术实力,老虎证券自然与这些公司的联系更加紧密,可以根据他们的需求提供一套全面的解决方案,同时帮助他们增加国际影响力。</blockquote></p><p></p><p> A growing number of firms are using equity incentives to motivate their employees and increase their long-term competitiveness. Tiger Brokers, with its proprietary ESOP system, employs digitization to assist corporate clients better manage their employee equity programs. In the third quarter, Tiger ESOP continued to enhance the client experience by adding functions such as share lock-up management for H-share & A-share companies as well as the ability to retrace historical data.</p><p><blockquote>越来越多的公司正在使用股权激励来激励员工并提高其长期竞争力。老虎证券凭借其专有的员工持股计划系统,利用数字化来帮助企业客户更好地管理其员工股权计划。第三季度,老虎ESOP通过增加H股和A股公司的股份锁定管理以及历史数据追溯等功能,持续提升客户体验。</blockquote></p><p> Tiger ESOP continues to be trusted by a growing client base; the total number of clients increased to 262 as the Company added 46 new ESOP clients in the third quarter. For the first three quarters of 2021, the total number of new ESOP clients climbed by 266.7% as compared to the same period last year. The swift rate of ESOP adoption is evidence of the Company’s ability to meet the needs of innovative, next generation clients.</p><p><blockquote>老虎员工持股计划继续受到不断增长的客户群的信任;随着公司第三季度新增46家员工持股计划客户,客户总数增至262家。2021年前三季度,员工持股计划新增客户总数同比增长266.7%。员工持股计划的迅速采用证明了该公司有能力满足创新型下一代客户的需求。</blockquote></p><p> In the third quarter, 53 companies such as Lufax (NYSE:LU) and Wuling Motors (HK:0305) opened Enterprise Accounts on Tiger Brokers’ online community. The Company also assisted Xiaomi (HK:1810) and Cloopen (NYSE: RAAS) target a wide spectrum of investors through livestreams, digital infographics, and marketing activities, boosting client awareness of their brands and official events. In total, both firms' digital campaigns in the Tiger community received over one million pageviews each. In addition, Tiger Brokers assisted Lenovo (HK: 0992) and 24 other innovative firms host an online roadshow that connected them with an audience of nearly 100 institutional investors and over 600 analysts and high net worth individuals.</p><p><blockquote>第三季度,陆金所(NYSE:LU)、五菱汽车(HK:0305)等53家公司在老虎证券在线社区开设了企业账户。该公司还通过直播、数字信息图表和营销活动帮助小米(HK:1810)和Cloopen(NYSE:RAAS)瞄准广泛的投资者,提高客户对其品牌和官方活动的认知度。总的来说,两家公司在Tiger社区的数字活动都获得了超过100万的浏览量。此外,老虎证券还协助联想(HK:0992)和其他24家创新公司举办了在线路演,将他们与近100名机构投资者、600多名分析师和高净值人士联系起来。</blockquote></p><p> In order to further enhance the efficiency of communication between listed companies and investors, the Company’s Enterprise Account Platform recently launched a digital dashboard, providing corporate clients with one-stop services that comprise media content and community post analysis. Meanwhile, the Company launched the industry’s first investor Q&A function for HK and US listed companies, increasing engagement and ease of interaction between corporates and their investors.</p><p><blockquote>为进一步提升上市公司与投资者的沟通效率,公司企业号平台近期推出数字化仪表盘,为企业客户提供包括媒体内容和社区帖子分析在内的一站式服务。同时,公司推出业内首个面向香港和美国上市公司的投资者问答功能,增加了企业与投资者之间的参与度和互动便利性。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tiger Brokers Achieved Annual Target for New Account Growth, Over 80% Of Newly Funded Accounts Came from Overseas in Q3<blockquote>老虎证券实现年度新增账户增长目标Q3新增资金账户超八成来自海外</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nTiger Brokers Achieved Annual Target for New Account Growth, Over 80% Of Newly Funded Accounts Came from Overseas in Q3<blockquote>老虎证券实现年度新增账户增长目标Q3新增资金账户超八成来自海外</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-30 16:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tiger Brokers, a leading online brokerage firm focusing on global investors, today reported its unaudited financial results for the third quarter ended September 30, 2021. Total revenues were US$60.8 million, a 59.6% increase from the third quarter of 2020. Non-GAAP net income was US$5.3 million.</p><p><blockquote>专注于全球投资者的领先在线经纪公司老虎证券今天公布了截至2021年9月30日的第三季度未经审计的财务业绩。总收入为6080万美元,较2020年第三季度增长59.6%。非公认会计准则净利润为530万美元。</blockquote></p><p> In the quarter, the Company's internationalization strategy demonstrated substantial progress. By the end of the third quarter, customer accounts increased by 117,800 to 1.77 million, nearly twice that of the same period last year. The number of customers with deposits increased to 612,000, nearly 3 times that of the same period last year. Notably, over 80% of newly funded accounts in Q3 came from overseas. The Company has acquired 353,300 funded accounts this year, surpassing the 350,000 new funded account guidance it set out earlier this year.</p><p><blockquote>本季度,公司国际化战略取得实质性进展。截至三季度末,客户账户增加11.78万户至177万户,是去年同期的近两倍。存款客户增至61.2万户,是去年同期的近3倍。值得注意的是,第三季度超过80%的新融资账户来自海外。该公司今年已收购353,300个资助账户,超过了今年早些时候制定的350,000个新资助账户指导。</blockquote></p><p> Mr. Wu Tianhua, CEO of Tiger Brokers commented, “An important step in our mission to become a leading global broker is our upcoming expansion in Hong Kong; we have now obtained Type I (Dealing in Securities) and Type II (Dealing in Futures Contracts) licenses from the Hong Kong Securities and Futures Commission. Meanwhile, as the first online brokerage with SGX memberships across securities trading and clearing, securities depository, and derivatives trading, the Company is able to provide more services to local investors which further strengthens our presence in Singapore. Looking forward, we are confident that our industry-leading focus on advancing brokerage technology and delivering a superior user experience, coupled with our strong emphasis on compliance, will help us stand out from the crowd.”</p><p><blockquote>老虎证券首席执行官巫天华先生评论说:“我们成为全球领先经纪商的使命的重要一步是我们即将在香港扩张;我们现已获得香港证券及期货事务监察委员会的I类(证券交易)和II类(期货合约交易)牌照。同时,作为首家拥有新交所会员资格的证券交易和结算、证券存管和衍生品交易的在线经纪公司,该公司能够为当地投资者提供更多服务,进一步加强了我们在新加坡的影响力。展望未来,我们相信,我们对推进经纪技术和提供卓越用户体验的行业领先关注,加上我们对合规性的高度重视,将帮助我们脱颖而出。”</blockquote></p><p> <a href=\"https://www.globenewswire.com/news-release/2021/11/30/2342675/0/en/UP-Fintech-Holding-Limited-Reports-Unaudited-Third-Quarter-2021-Financial-Results.html\" target=\"_blank\"><b>Press Release</b></a><b></b></p><p><blockquote><a href=\"https://www.globenewswire.com/news-release/2021/11/30/2342675/0/en/UP-Fintech-Holding-Limited-Reports-Unaudited-Third-Quarter-2021-Financial-Results.html\" target=\"_blank\"><b>新闻稿</b></a><b></b></blockquote></p><p> <b>Exceeded Full-Year Funded Accounts Guidance Over 70% of Clients’ US Cash Equity Trades Are Self-Cleared</b></p><p><blockquote><b>超过全年资金账户指引超过70%的客户美国现金股票交易是自我清算的</b></blockquote></p><p> The third quarter results corroborated the success of the Company's internationalization strategy with global customer accounts reaching 1.77 million and the number of customer accounts with deposits reaching 612,000. In the first nine months of the year, the Company acquired 353,300 newly funded accounts which exceeded the annual guidance set forth at the beginning of the year. Total securities trading volume increased by 47.4% year over year to US$92.6 billion, and total account balance was US$20.6 billion, an increase of 88.3% year over year. The Company’s core brokerage business achieved steady growth. Commission income was US$33.5 million, a year over year increase of 72.0% and interest-related income was US$20.1 million, a year over year increase of 105.1%.</p><p><blockquote>第三季度业绩证实了公司国际化战略的成功,全球客户账户达到177万个,存款客户账户数量达到61.2万个。今年前9个月,该公司获得了35.33万个新资金账户,超过了年初制定的年度指导。证券交易总额同比增长47.4%至926亿美元,账户余额总额为206亿美元,同比增长88.3%。公司核心经纪业务实现稳健增长。佣金收入为3350万美元,同比增长72.0%,利息相关收入为2010万美元,同比增长105.1%。</blockquote></p><p> Tiger Brokers continued to expand the products and services available on its comprehensive fintech platform. For options traders, the Company's flagship trading App, Tiger Trade, launched options paper trading to help new investors learn about options. It also added a Covered Call function to reduce option traders' margin requirements. For US stock investors, the Company launched new functions such as tables of pre & post market movers and daily short volume to help investors better capture market opportunities. The Company in total provided 28 IPO subscriptions in the third quarter, such as Li Auto (HK:2015) and Helens (HK:9869). To meet retail investors’ interest to subscribe to Hong Kong IPOs, the Company added new trading coupons such as zero-margin financing coupons and fee reduction coupons. Meanwhile, Tiger Brokers’ online investor community, the Tiger Community, added more investing courses for beginners, helping them identify and analyze promising global opportunities.</p><p><blockquote>老虎证券继续扩展其综合金融科技平台上提供的产品和服务。对于期权交易者,该公司的旗舰交易应用Tiger Trade推出了期权纸上交易,以帮助新投资者了解期权。它还增加了备兑看涨期权功能,以降低期权交易者的保证金要求。针对美股投资者,公司推出了盘前盘后走势表、每日空头成交量等新功能,帮助投资者更好地捕捉市场机会。该公司在第三季度总共提供了28份IPO认购,例如理想汽车(HK:2015)和海伦司(HK:9869)。为满足散户认购港股IPO的兴趣,公司新增零保证金融资券、减费券等交易券。与此同时,老虎证券的在线投资者社区老虎社区为初学者增加了更多投资课程,帮助他们识别和分析有前途的全球机会。</blockquote></p><p> The Company’s wealth management business grew steadily in the quarter as more clients used the Fund Mall and Cash Plus. Assets under management (AUM)increased by 98.0% year over year and the number of clients increased by 153.1% year over year. Leveraging its global client base, Tiger Brokers bolstered its cooperation with top international asset managers; the Fund Mall added 40 new funds in the third quarter, among which Asia-focused equity funds were particularly popular. To meet growing client demand for global wealth management, the Company continued to develop new functions for its systematic investment plan, which clients use to automatically invest a predetermined sum in their favorite funds each month.</p><p><blockquote>随着更多客户使用基金商城和Cash Plus,该公司的财富管理业务在本季度稳步增长。管理资产(AUM)同比增长98.0%,客户数量同比增长153.1%。老虎证券依托全球客户群,加强与国际顶级资产管理公司的合作;基金商城三季度新增40只基金,其中聚焦亚洲的股票型基金尤其受欢迎。为满足客户对全球财富管理日益增长的需求,公司继续为其系统投资计划开发新功能,客户使用该计划每月自动将预定金额投资于他们喜爱的基金。</blockquote></p><p></p><p> As a company that prides itself on innovation, Tiger Brokers continued to actively invest in research and development for its proprietary technologies. By the end of the third quarter, over 70% of clients were having their U.S. cash equities trades cleared by TradeUP Securities Inc. (formerly known as Marsco Investment Corporation). With its solid track record of successful innovation, the Company won the 2021 Ram Charan Innovation and Entrepreneurship Practice Award by the Harvard Business Review.</p><p><blockquote>作为一家以创新为荣的公司,老虎证券继续积极投资于其专有技术的研发。截至第三季度末,超过70%的客户的美国现金股票交易由TradeUP Securities Inc.(前身为Marsco Investment Corporation)清算。凭借其成功创新的坚实记录,该公司获得了《哈佛商业评论》颁发的2021年拉姆·查兰创新和创业实践奖。</blockquote></p><p> <b>Over 80% Of New Funded Accounts from Overseas Acquired New Licenses and Qualifications in Hong Kong and Singapore</b></p><p><blockquote><b>超过80%来自海外的新基金账户在香港和新加坡获得了新的执照和资格</b></blockquote></p><p> Tiger Brokers' internationalization strategy has achieved remarkable results. Over 80% of its newly funded accounts came from outside China during the third quarter.</p><p><blockquote>老虎证券国际化战略成效显著。第三季度,超过80%的新融资账户来自中国境外。</blockquote></p><p> In Singapore, Tiger Brokers offered new futures products including those from Eurex Exchange. Tiger Brokers currently offers futures from six major exchanges in the U.S., Europe and Asia, leading the industry by the number of futures available for trading on its platform. In July, in cooperation with Lion Global Investors, it also helped raise financing for Singapore's first dividend-paying China-focused ETF. Retail investors were able to subscribe for units via Tiger Trade, which reduced the threshold for Singapore investors to increase their allocation to China.</p><p><blockquote>在新加坡,老虎证券推出了新的期货产品,包括欧洲期货交易所的产品。老虎证券目前提供美国、欧洲和亚洲六大交易所的期货,在其平台上可交易的期货数量方面领先行业。7月,它还与Lion Global Investors合作,帮助新加坡首只以中国为重点的派息ETF融资。散户投资者可以通过Tiger Trade认购单位,这降低了新加坡投资者增加中国配置的门槛。</blockquote></p><p> In addition, the Company launched its business-to-business (B2B) corporate services in Singapore, where Tiger Brokers provides clients with technological solutions that include advanced portfolio and risk management tools. To further promote the Company's presence in Singapore and current strategic global expansion plans, the Company has decided to establish a dual headquarters in Singapore.</p><p><blockquote>此外,该公司在新加坡推出了企业对企业(B2B)企业服务,老虎证券在新加坡为客户提供技术解决方案,包括先进的投资组合和风险管理工具。为进一步推动公司在新加坡的业务和当前的全球战略扩张计划,公司决定在新加坡设立双总部。</blockquote></p><p> In New Zealand, the Company's growth potential was well recognized by the industry. Tiger Brokers NZ was recognized by APAC Business Headlines as New Zealand’s Most Influential FinTech Company 2021. It also has been named as the 2021 Deloitte Fast 50 fastest-growing company in New Zealand.</p><p><blockquote>在新西兰,该公司的增长潜力得到了业界的认可。老虎证券新西兰被APAC商业头条评为2021年新西兰最具影响力的金融科技公司。它还被评为2021年德勤新西兰增长最快的50家公司。</blockquote></p><p> The Company will continue to solidify its position as an industry-leading online broker by executing on its global expansion strategy and expanding its client base. By acquiring a local firm licensed with the Hong Kong Securities and Futures Commission for Type I (Dealing in Securities) and Type II (Dealing in Futures Contracts) regulated activities, the Company will be able to tap into the Hong Kong market to drive further growth. In Singapore, the Company also received approval to be admitted as a Trading Member of Singapore Exchange Securities Trading Limited (\"SGX-ST\") and Singapore Exchange Derivatives Trading Limited (“SGX-DT\") and a Clearing Member as well as aDepositoryAgent of The Central Depository (Pte) Limited (“CDP”) from Singapore Exchange Ltd (“SGX”). As of now, the Company holds 46 licenses and qualificationsacross 36 categoriesin Hong KongSAR, Singapore, The U.S., New Zealand, and Australia, laying a solid foundation for long-term growth.</p><p><blockquote>公司将继续通过执行其全球扩张战略和扩大其客户群来巩固其作为行业领先在线经纪商的地位。透过收购一间获香港证券及期货事务监察委员会发牌从事第一类(证券交易)及第二类(期货合约交易)受规管活动的本地公司,本公司将可进军香港市场,推动进一步增长。在新加坡,本公司还获得新加坡证券交易有限公司(“SGX-ST”)和新加坡衍生品交易有限公司(“SGX-DT”)的交易会员以及新加坡交易所有限公司(“SGX”)中央存管(私人)有限公司(“CDP”)的结算会员和存管代理。截至目前,本公司在香港特区、新加坡、美国、新西兰和澳大利亚拥有36个类别的46个牌照和资格,为长期增长奠定了坚实的基础。</blockquote></p><p> <b>262 ESOP Clients as of Q3 Digital ESOP Solutions to Assist More Companies</b></p><p><blockquote><b>截至第三季度,已有262家ESOP客户数字化ESOP解决方案帮助更多公司</b></blockquote></p><p> Other income, mainly derived from investment banking and ESOP (Employee Stock Incentive Plan), was US$7.18 million in the third quarter. Despite short-term market uncertainty, the Company continued to grow its robust pipeline of prospective issuers.</p><p><blockquote>其他收入,主要来自投资银行业务和ESOP(员工股票激励计划),第三季度为718万美元。尽管短期市场存在不确定性,该公司仍继续扩大其强大的潜在发行人渠道。</blockquote></p><p> On the investment banking side of the business, the Company continues to develop its core underwriting capability as well as its equity research offerings. By leveraging its detailed knowledge of the Chinese market, the Company served as an underwriter for the international offering of XPeng’s (HK: 9868) dual primary listing in Hong Kong, and also provided substantial subscription orders for several other issuers. In the third quarter, the Company participated in 4 U.S. IPOs. In addition, Tiger Brokers assisted an issuer attract additional investment in excess of HK$200 million (US$26 million) after its listing. The Company also released equity research reports covering renowned companies such as Alibaba (NYSE: BABA) and Baidu (NASDAQ: BIDU) during the quarter.</p><p><blockquote>在投资银行业务方面,该公司继续发展其核心承销能力以及股票研究产品。凭借对中国市场的详细了解,该公司担任了小鹏汽车(HK:9868)在香港双重主要上市的国际发售承销商,还为其他几家发行人提供了大量认购订单。三季度,公司参与了4宗美国IPO。此外,老虎证券还协助一家发行人在上市后吸引了超过2亿港元(2600万美元)的额外投资。该公司还在本季度发布了涵盖阿里巴巴-SW(纽约证券交易所股票代码:BABA)和百度(纳斯达克股票代码:BIDU)等知名公司的股票研究报告。</blockquote></p><p> The Company's investment banking business formally launched its Financial Advisory service and cooperated with over 20 emerging companies across various sectors during the quarter. With its strong market insights and technological prowess, Tiger Brokers is naturally more connected to these companies and can offer a comprehensive suite of solutions specific to their needs, all while assisting them increase their international presence.</p><p><blockquote>本季度,公司投行业务正式推出财务顾问服务,与20多家行业新兴公司合作。凭借其强大的市场洞察力和技术实力,老虎证券自然与这些公司的联系更加紧密,可以根据他们的需求提供一套全面的解决方案,同时帮助他们增加国际影响力。</blockquote></p><p></p><p> A growing number of firms are using equity incentives to motivate their employees and increase their long-term competitiveness. Tiger Brokers, with its proprietary ESOP system, employs digitization to assist corporate clients better manage their employee equity programs. In the third quarter, Tiger ESOP continued to enhance the client experience by adding functions such as share lock-up management for H-share & A-share companies as well as the ability to retrace historical data.</p><p><blockquote>越来越多的公司正在使用股权激励来激励员工并提高其长期竞争力。老虎证券凭借其专有的员工持股计划系统,利用数字化来帮助企业客户更好地管理其员工股权计划。第三季度,老虎ESOP通过增加H股和A股公司的股份锁定管理以及历史数据追溯等功能,持续提升客户体验。</blockquote></p><p> Tiger ESOP continues to be trusted by a growing client base; the total number of clients increased to 262 as the Company added 46 new ESOP clients in the third quarter. For the first three quarters of 2021, the total number of new ESOP clients climbed by 266.7% as compared to the same period last year. The swift rate of ESOP adoption is evidence of the Company’s ability to meet the needs of innovative, next generation clients.</p><p><blockquote>老虎员工持股计划继续受到不断增长的客户群的信任;随着公司第三季度新增46家员工持股计划客户,客户总数增至262家。2021年前三季度,员工持股计划新增客户总数同比增长266.7%。员工持股计划的迅速采用证明了该公司有能力满足创新型下一代客户的需求。</blockquote></p><p> In the third quarter, 53 companies such as Lufax (NYSE:LU) and Wuling Motors (HK:0305) opened Enterprise Accounts on Tiger Brokers’ online community. The Company also assisted Xiaomi (HK:1810) and Cloopen (NYSE: RAAS) target a wide spectrum of investors through livestreams, digital infographics, and marketing activities, boosting client awareness of their brands and official events. In total, both firms' digital campaigns in the Tiger community received over one million pageviews each. In addition, Tiger Brokers assisted Lenovo (HK: 0992) and 24 other innovative firms host an online roadshow that connected them with an audience of nearly 100 institutional investors and over 600 analysts and high net worth individuals.</p><p><blockquote>第三季度,陆金所(NYSE:LU)、五菱汽车(HK:0305)等53家公司在老虎证券在线社区开设了企业账户。该公司还通过直播、数字信息图表和营销活动帮助小米(HK:1810)和Cloopen(NYSE:RAAS)瞄准广泛的投资者,提高客户对其品牌和官方活动的认知度。总的来说,两家公司在Tiger社区的数字活动都获得了超过100万的浏览量。此外,老虎证券还协助联想(HK:0992)和其他24家创新公司举办了在线路演,将他们与近100名机构投资者、600多名分析师和高净值人士联系起来。</blockquote></p><p> In order to further enhance the efficiency of communication between listed companies and investors, the Company’s Enterprise Account Platform recently launched a digital dashboard, providing corporate clients with one-stop services that comprise media content and community post analysis. Meanwhile, the Company launched the industry’s first investor Q&A function for HK and US listed companies, increasing engagement and ease of interaction between corporates and their investors.</p><p><blockquote>为进一步提升上市公司与投资者的沟通效率,公司企业号平台近期推出数字化仪表盘,为企业客户提供包括媒体内容和社区帖子分析在内的一站式服务。同时,公司推出业内首个面向香港和美国上市公司的投资者问答功能,增加了企业与投资者之间的参与度和互动便利性。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106311782","content_text":"Tiger Brokers, a leading online brokerage firm focusing on global investors, today reported its unaudited financial results for the third quarter ended September 30, 2021. Total revenues were US$60.8 million, a 59.6% increase from the third quarter of 2020. Non-GAAP net income was US$5.3 million.\nIn the quarter, the Company's internationalization strategy demonstrated substantial progress. By the end of the third quarter, customer accounts increased by 117,800 to 1.77 million, nearly twice that of the same period last year. The number of customers with deposits increased to 612,000, nearly 3 times that of the same period last year. Notably, over 80% of newly funded accounts in Q3 came from overseas. The Company has acquired 353,300 funded accounts this year, surpassing the 350,000 new funded account guidance it set out earlier this year.\nMr. Wu Tianhua, CEO of Tiger Brokers commented, “An important step in our mission to become a leading global broker is our upcoming expansion in Hong Kong; we have now obtained Type I (Dealing in Securities) and Type II (Dealing in Futures Contracts) licenses from the Hong Kong Securities and Futures Commission. Meanwhile, as the first online brokerage with SGX memberships across securities trading and clearing, securities depository, and derivatives trading, the Company is able to provide more services to local investors which further strengthens our presence in Singapore. Looking forward, we are confident that our industry-leading focus on advancing brokerage technology and delivering a superior user experience, coupled with our strong emphasis on compliance, will help us stand out from the crowd.”\nPress Release\nExceeded Full-Year Funded Accounts Guidance Over 70% of Clients’ US Cash Equity Trades Are Self-Cleared\nThe third quarter results corroborated the success of the Company's internationalization strategy with global customer accounts reaching 1.77 million and the number of customer accounts with deposits reaching 612,000. In the first nine months of the year, the Company acquired 353,300 newly funded accounts which exceeded the annual guidance set forth at the beginning of the year. Total securities trading volume increased by 47.4% year over year to US$92.6 billion, and total account balance was US$20.6 billion, an increase of 88.3% year over year. The Company’s core brokerage business achieved steady growth. Commission income was US$33.5 million, a year over year increase of 72.0% and interest-related income was US$20.1 million, a year over year increase of 105.1%.\nTiger Brokers continued to expand the products and services available on its comprehensive fintech platform. For options traders, the Company's flagship trading App, Tiger Trade, launched options paper trading to help new investors learn about options. It also added a Covered Call function to reduce option traders' margin requirements. For US stock investors, the Company launched new functions such as tables of pre & post market movers and daily short volume to help investors better capture market opportunities. The Company in total provided 28 IPO subscriptions in the third quarter, such as Li Auto (HK:2015) and Helens (HK:9869). To meet retail investors’ interest to subscribe to Hong Kong IPOs, the Company added new trading coupons such as zero-margin financing coupons and fee reduction coupons. Meanwhile, Tiger Brokers’ online investor community, the Tiger Community, added more investing courses for beginners, helping them identify and analyze promising global opportunities.\nThe Company’s wealth management business grew steadily in the quarter as more clients used the Fund Mall and Cash Plus. Assets under management (AUM)increased by 98.0% year over year and the number of clients increased by 153.1% year over year. Leveraging its global client base, Tiger Brokers bolstered its cooperation with top international asset managers; the Fund Mall added 40 new funds in the third quarter, among which Asia-focused equity funds were particularly popular. To meet growing client demand for global wealth management, the Company continued to develop new functions for its systematic investment plan, which clients use to automatically invest a predetermined sum in their favorite funds each month.\nAs a company that prides itself on innovation, Tiger Brokers continued to actively invest in research and development for its proprietary technologies. By the end of the third quarter, over 70% of clients were having their U.S. cash equities trades cleared by TradeUP Securities Inc. (formerly known as Marsco Investment Corporation). With its solid track record of successful innovation, the Company won the 2021 Ram Charan Innovation and Entrepreneurship Practice Award by the Harvard Business Review.\nOver 80% Of New Funded Accounts from Overseas Acquired New Licenses and Qualifications in Hong Kong and Singapore\nTiger Brokers' internationalization strategy has achieved remarkable results. Over 80% of its newly funded accounts came from outside China during the third quarter.\nIn Singapore, Tiger Brokers offered new futures products including those from Eurex Exchange. Tiger Brokers currently offers futures from six major exchanges in the U.S., Europe and Asia, leading the industry by the number of futures available for trading on its platform. In July, in cooperation with Lion Global Investors, it also helped raise financing for Singapore's first dividend-paying China-focused ETF. Retail investors were able to subscribe for units via Tiger Trade, which reduced the threshold for Singapore investors to increase their allocation to China.\nIn addition, the Company launched its business-to-business (B2B) corporate services in Singapore, where Tiger Brokers provides clients with technological solutions that include advanced portfolio and risk management tools. To further promote the Company's presence in Singapore and current strategic global expansion plans, the Company has decided to establish a dual headquarters in Singapore.\nIn New Zealand, the Company's growth potential was well recognized by the industry. Tiger Brokers NZ was recognized by APAC Business Headlines as New Zealand’s Most Influential FinTech Company 2021. It also has been named as the 2021 Deloitte Fast 50 fastest-growing company in New Zealand.\nThe Company will continue to solidify its position as an industry-leading online broker by executing on its global expansion strategy and expanding its client base. By acquiring a local firm licensed with the Hong Kong Securities and Futures Commission for Type I (Dealing in Securities) and Type II (Dealing in Futures Contracts) regulated activities, the Company will be able to tap into the Hong Kong market to drive further growth. In Singapore, the Company also received approval to be admitted as a Trading Member of Singapore Exchange Securities Trading Limited (\"SGX-ST\") and Singapore Exchange Derivatives Trading Limited (“SGX-DT\") and a Clearing Member as well as aDepositoryAgent of The Central Depository (Pte) Limited (“CDP”) from Singapore Exchange Ltd (“SGX”). As of now, the Company holds 46 licenses and qualificationsacross 36 categoriesin Hong KongSAR, Singapore, The U.S., New Zealand, and Australia, laying a solid foundation for long-term growth.\n262 ESOP Clients as of Q3 Digital ESOP Solutions to Assist More Companies\nOther income, mainly derived from investment banking and ESOP (Employee Stock Incentive Plan), was US$7.18 million in the third quarter. Despite short-term market uncertainty, the Company continued to grow its robust pipeline of prospective issuers.\nOn the investment banking side of the business, the Company continues to develop its core underwriting capability as well as its equity research offerings. By leveraging its detailed knowledge of the Chinese market, the Company served as an underwriter for the international offering of XPeng’s (HK: 9868) dual primary listing in Hong Kong, and also provided substantial subscription orders for several other issuers. In the third quarter, the Company participated in 4 U.S. IPOs. In addition, Tiger Brokers assisted an issuer attract additional investment in excess of HK$200 million (US$26 million) after its listing. The Company also released equity research reports covering renowned companies such as Alibaba (NYSE: BABA) and Baidu (NASDAQ: BIDU) during the quarter.\nThe Company's investment banking business formally launched its Financial Advisory service and cooperated with over 20 emerging companies across various sectors during the quarter. With its strong market insights and technological prowess, Tiger Brokers is naturally more connected to these companies and can offer a comprehensive suite of solutions specific to their needs, all while assisting them increase their international presence.\nA growing number of firms are using equity incentives to motivate their employees and increase their long-term competitiveness. Tiger Brokers, with its proprietary ESOP system, employs digitization to assist corporate clients better manage their employee equity programs. In the third quarter, Tiger ESOP continued to enhance the client experience by adding functions such as share lock-up management for H-share & A-share companies as well as the ability to retrace historical data.\nTiger ESOP continues to be trusted by a growing client base; the total number of clients increased to 262 as the Company added 46 new ESOP clients in the third quarter. For the first three quarters of 2021, the total number of new ESOP clients climbed by 266.7% as compared to the same period last year. The swift rate of ESOP adoption is evidence of the Company’s ability to meet the needs of innovative, next generation clients.\nIn the third quarter, 53 companies such as Lufax (NYSE:LU) and Wuling Motors (HK:0305) opened Enterprise Accounts on Tiger Brokers’ online community. The Company also assisted Xiaomi (HK:1810) and Cloopen (NYSE: RAAS) target a wide spectrum of investors through livestreams, digital infographics, and marketing activities, boosting client awareness of their brands and official events. In total, both firms' digital campaigns in the Tiger community received over one million pageviews each. In addition, Tiger Brokers assisted Lenovo (HK: 0992) and 24 other innovative firms host an online roadshow that connected them with an audience of nearly 100 institutional investors and over 600 analysts and high net worth individuals.\nIn order to further enhance the efficiency of communication between listed companies and investors, the Company’s Enterprise Account Platform recently launched a digital dashboard, providing corporate clients with one-stop services that comprise media content and community post analysis. Meanwhile, the Company launched the industry’s first investor Q&A function for HK and US listed companies, increasing engagement and ease of interaction between corporates and their investors.","news_type":1,"symbols_score_info":{"TIGR":0.9}},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849019597,"gmtCreate":1635700700803,"gmtModify":1635700700921,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579574135370824","authorIdStr":"3579574135370824"},"themes":[],"htmlText":"BUY MSFT!","listText":"BUY MSFT!","text":"BUY MSFT!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/849019597","repostId":"2179225670","repostType":4,"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883487909,"gmtCreate":1631263419201,"gmtModify":1631884988573,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579574135370824","authorIdStr":"3579574135370824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVAX\">$Novavax(NVAX)$</a>slip today, buy the dip?","listText":"<a href=\"https://laohu8.com/S/NVAX\">$Novavax(NVAX)$</a>slip today, buy the dip?","text":"$Novavax(NVAX)$slip today, buy the dip?","images":[{"img":"https://static.tigerbbs.com/2e52537b6809c54135a193ce2901a85b","width":"1080","height":"2167"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/883487909","isVote":1,"tweetType":1,"viewCount":1001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":604292521,"gmtCreate":1639399087663,"gmtModify":1639399092052,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579574135370824","authorIdStr":"3579574135370824"},"themes":[],"htmlText":"Yeah buy<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>","listText":"Yeah buy<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>","text":"Yeah buy$Skillz Inc(SKLZ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604292521","repostId":"2189667447","repostType":2,"isVote":1,"tweetType":1,"viewCount":1711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601730241,"gmtCreate":1638562132749,"gmtModify":1638562132928,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579574135370824","authorIdStr":"3579574135370824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Come on Tiger comrades, we can do it yes we can 💪 #HODL","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Come on Tiger comrades, we can do it yes we can 💪 #HODL","text":"$Tiger Brokers(TIGR)$Come on Tiger comrades, we can do it yes we can 💪 #HODL","images":[{"img":"https://static.tigerbbs.com/d4c4ed0428dbc27ed10c443ae052bbea","width":"1080","height":"3017"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601730241","isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":600663851,"gmtCreate":1638147970276,"gmtModify":1638147970496,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579574135370824","authorIdStr":"3579574135370824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>not panicking at all, this is a good company y'all!","listText":"<a href=\"https://laohu8.com/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>not panicking at all, this is a good company y'all!","text":"$IFAST CORPORATION LTD.(AIY.SI)$not panicking at all, this is a good company y'all!","images":[{"img":"https://static.tigerbbs.com/a85350ad7918127f5ff6881b1511016d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600663851","isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":194327905,"gmtCreate":1621344822907,"gmtModify":1634192291430,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579574135370824","authorIdStr":"3579574135370824"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/194327905","repostId":"2135161248","repostType":4,"repost":{"id":"2135161248","kind":"news","pubTimestamp":1621343169,"share":"https://www.laohu8.com/m/news/2135161248?lang=zh_CN&edition=full","pubTime":"2021-05-18 21:06","market":"us","language":"en","title":"JD.com to Report Q1 Earnings: What's in the Cards?<blockquote>京东将报告第一季度收益:前景如何?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2135161248","media":"Zacks","summary":"JD.com, Inc. is scheduled to report first-quarter 2021 results on May 19.\nFor the first quarter, the","content":"<p><b>JD.com, Inc.</b> is scheduled to report first-quarter 2021 results on May 19.</p><p><blockquote><b>京东公司。</b>计划于5月19日公布2021年第一季度业绩。</blockquote></p><p> For the first quarter, the Zacks Consensus Estimate for revenues is pegged at $29.9 billion, indicating an improvement of 44.9% from the year-ago reported figure.</p><p><blockquote>对于第一季度,Zacks对收入的一致预期为299亿美元,比去年同期报告的数字提高了44.9%。</blockquote></p><p> Further, the consensus mark for earnings is pegged at 39 cents per share, indicating a 39.3% rise from the previous-year reported figure.</p><p><blockquote>此外,普遍预期的盈利为每股39美分,比上一年报告的数字增长39.3%。</blockquote></p><p> Notably, the company delivered an earnings surprise of 4.6% in the last reported quarter.</p><p><blockquote>值得注意的是,该公司在上一季度的盈利意外增长了4.6%。</blockquote></p><p> <b>JD.com, Inc. Price and EPS Surprise</b></p><p><blockquote><b>京东公司。价格和每股收益惊喜</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1fed1c36f6a8ce20878c0d2e594f77c\" tg-width=\"534\" tg-height=\"262\"><span>JD.com, Inc. price-eps-surprise | JD.com, Inc. Quote</span></p><p><blockquote><p class=\"t-img-caption\"><span>京东公司价格-每股收益-惊喜|京东公司报价</span></p></blockquote></p><p> <b>Key Factors to Note</b></p><p><blockquote><b>需要注意的关键因素</b></blockquote></p><p> The company’s JD Retail segment, comprising the e-commerce business, is expected to have been the key catalyst in the first quarter.</p><p><blockquote>该公司的京东零售部门(包括电子商务业务)预计将成为第一季度的关键催化剂。</blockquote></p><p> The launch of flagship stores of popular fashion and luxury brands like John Lobb, Stefano Ricci, Vivienne Westwoodon and Anya Hindmarch, among others, on JD.com is likely to have driven customer momentum, which in turn is expected to have aided the performance of JD Retail during the quarter-to-be-reported.</p><p><blockquote>John Lobb、Stefano Ricci、Vivienne Westwoodon和Anya Hindmarch等流行时尚和奢侈品牌在京东上开设旗舰店可能会推动客户势头,预计这反过来将有助于京东零售在待报告季度的表现。</blockquote></p><p> JD retail’s omni-channel initiatives are anticipated to have contributed well to top-line growth of the segment in the first quarter.</p><p><blockquote>京东零售的全渠道举措预计将为该细分市场第一季度的营收增长做出良好贡献。</blockquote></p><p> Moreover, the company’s collaboration with Italian luxury brands Prada and MiuMiu, which bolstered its omni-channel efforts, might have been a positive.</p><p><blockquote>此外,该公司与意大利奢侈品牌Prada和MiuMiu的合作可能是积极的,这加强了其全渠道努力。</blockquote></p><p> Furthermore, growing momentum of JD health that offers free online medical consultation and online pharmacy retail services is likely to get reflected in the company’s to-be-reported quarter’s results.</p><p><blockquote>此外,京东健康提供免费在线医疗咨询和在线药店零售服务的增长势头可能会反映在该公司即将报告的季度业绩中。</blockquote></p><p> Growing investments in research and development are also likely to have been encouraging for the company in the quarter under review.</p><p><blockquote>在本季度,不断增长的研发投资也可能对该公司来说令人鼓舞。</blockquote></p><p> Additionally, the new businesses segment comprising technology, supply chain and logistics services is expected to have helped it in gaining traction across lower-tier cities in the first quarter.</p><p><blockquote>此外,由技术、供应链和物流服务组成的新业务部门预计将帮助其在第一季度在低线城市获得牵引力。</blockquote></p><p> Moreover, the well-performing Jingxi Business Group is expected to have aided JD.com’s performance in the lower-tier cities.</p><p><blockquote>此外,表现良好的京西业务集团预计将有助于京东在低线城市的表现。</blockquote></p><p> However, increasing fulfilment, marketing, and research and development expenses are likely to have been major risks to the company’s profitability in the quarter under review.</p><p><blockquote>然而,履行、营销和研发费用的增加可能是公司本季度盈利能力的主要风险。</blockquote></p><p> Moreover, increasing competitive pressure from Alibaba in the e-commerce market might be reflected in first-quarter results.</p><p><blockquote>此外,阿里巴巴-SW在电子商务市场日益增长的竞争压力可能会反映在第一季度的业绩中。</blockquote></p><p> <b>What Our Model Says</b></p><p><blockquote><b>我们的模型所说的</b></blockquote></p><p> Our proven model does not conclusively predict an earnings beat for JD.com this time around. The combination of a positiveEarnings ESPand a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here. You can uncover the best stocks to buy or sell before they’re reported with ourEarnings ESP Filter.</p><p><blockquote>我们经过验证的模型并没有最终预测京东这次的盈利会超出预期。正收益ESP和咤克斯排名#1(强力买入)、2(买入)或3(持有)的组合增加了收益超出预期的可能性。但这里的情况并非如此。您可以在使用我们的收益ESP过滤器报告之前发现最值得买入或卖出的股票。</blockquote></p><p> JD.com has an Earnings ESP of -14.83% and a Zacks Rank #5 (Strong Sell), at present.</p><p><blockquote>目前,京东的收益ESP为-14.83%,咤克斯排名第五(强力卖出)。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JD.com to Report Q1 Earnings: What's in the Cards?<blockquote>京东将报告第一季度收益:前景如何?</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nJD.com to Report Q1 Earnings: What's in the Cards?<blockquote>京东将报告第一季度收益:前景如何?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Zacks</strong><span class=\"h-time small\">2021-05-18 21:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>JD.com, Inc.</b> is scheduled to report first-quarter 2021 results on May 19.</p><p><blockquote><b>京东公司。</b>计划于5月19日公布2021年第一季度业绩。</blockquote></p><p> For the first quarter, the Zacks Consensus Estimate for revenues is pegged at $29.9 billion, indicating an improvement of 44.9% from the year-ago reported figure.</p><p><blockquote>对于第一季度,Zacks对收入的一致预期为299亿美元,比去年同期报告的数字提高了44.9%。</blockquote></p><p> Further, the consensus mark for earnings is pegged at 39 cents per share, indicating a 39.3% rise from the previous-year reported figure.</p><p><blockquote>此外,普遍预期的盈利为每股39美分,比上一年报告的数字增长39.3%。</blockquote></p><p> Notably, the company delivered an earnings surprise of 4.6% in the last reported quarter.</p><p><blockquote>值得注意的是,该公司在上一季度的盈利意外增长了4.6%。</blockquote></p><p> <b>JD.com, Inc. Price and EPS Surprise</b></p><p><blockquote><b>京东公司。价格和每股收益惊喜</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1fed1c36f6a8ce20878c0d2e594f77c\" tg-width=\"534\" tg-height=\"262\"><span>JD.com, Inc. price-eps-surprise | JD.com, Inc. Quote</span></p><p><blockquote><p class=\"t-img-caption\"><span>京东公司价格-每股收益-惊喜|京东公司报价</span></p></blockquote></p><p> <b>Key Factors to Note</b></p><p><blockquote><b>需要注意的关键因素</b></blockquote></p><p> The company’s JD Retail segment, comprising the e-commerce business, is expected to have been the key catalyst in the first quarter.</p><p><blockquote>该公司的京东零售部门(包括电子商务业务)预计将成为第一季度的关键催化剂。</blockquote></p><p> The launch of flagship stores of popular fashion and luxury brands like John Lobb, Stefano Ricci, Vivienne Westwoodon and Anya Hindmarch, among others, on JD.com is likely to have driven customer momentum, which in turn is expected to have aided the performance of JD Retail during the quarter-to-be-reported.</p><p><blockquote>John Lobb、Stefano Ricci、Vivienne Westwoodon和Anya Hindmarch等流行时尚和奢侈品牌在京东上开设旗舰店可能会推动客户势头,预计这反过来将有助于京东零售在待报告季度的表现。</blockquote></p><p> JD retail’s omni-channel initiatives are anticipated to have contributed well to top-line growth of the segment in the first quarter.</p><p><blockquote>京东零售的全渠道举措预计将为该细分市场第一季度的营收增长做出良好贡献。</blockquote></p><p> Moreover, the company’s collaboration with Italian luxury brands Prada and MiuMiu, which bolstered its omni-channel efforts, might have been a positive.</p><p><blockquote>此外,该公司与意大利奢侈品牌Prada和MiuMiu的合作可能是积极的,这加强了其全渠道努力。</blockquote></p><p> Furthermore, growing momentum of JD health that offers free online medical consultation and online pharmacy retail services is likely to get reflected in the company’s to-be-reported quarter’s results.</p><p><blockquote>此外,京东健康提供免费在线医疗咨询和在线药店零售服务的增长势头可能会反映在该公司即将报告的季度业绩中。</blockquote></p><p> Growing investments in research and development are also likely to have been encouraging for the company in the quarter under review.</p><p><blockquote>在本季度,不断增长的研发投资也可能对该公司来说令人鼓舞。</blockquote></p><p> Additionally, the new businesses segment comprising technology, supply chain and logistics services is expected to have helped it in gaining traction across lower-tier cities in the first quarter.</p><p><blockquote>此外,由技术、供应链和物流服务组成的新业务部门预计将帮助其在第一季度在低线城市获得牵引力。</blockquote></p><p> Moreover, the well-performing Jingxi Business Group is expected to have aided JD.com’s performance in the lower-tier cities.</p><p><blockquote>此外,表现良好的京西业务集团预计将有助于京东在低线城市的表现。</blockquote></p><p> However, increasing fulfilment, marketing, and research and development expenses are likely to have been major risks to the company’s profitability in the quarter under review.</p><p><blockquote>然而,履行、营销和研发费用的增加可能是公司本季度盈利能力的主要风险。</blockquote></p><p> Moreover, increasing competitive pressure from Alibaba in the e-commerce market might be reflected in first-quarter results.</p><p><blockquote>此外,阿里巴巴-SW在电子商务市场日益增长的竞争压力可能会反映在第一季度的业绩中。</blockquote></p><p> <b>What Our Model Says</b></p><p><blockquote><b>我们的模型所说的</b></blockquote></p><p> Our proven model does not conclusively predict an earnings beat for JD.com this time around. The combination of a positiveEarnings ESPand a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here. You can uncover the best stocks to buy or sell before they’re reported with ourEarnings ESP Filter.</p><p><blockquote>我们经过验证的模型并没有最终预测京东这次的盈利会超出预期。正收益ESP和咤克斯排名#1(强力买入)、2(买入)或3(持有)的组合增加了收益超出预期的可能性。但这里的情况并非如此。您可以在使用我们的收益ESP过滤器报告之前发现最值得买入或卖出的股票。</blockquote></p><p> JD.com has an Earnings ESP of -14.83% and a Zacks Rank #5 (Strong Sell), at present.</p><p><blockquote>目前,京东的收益ESP为-14.83%,咤克斯排名第五(强力卖出)。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zacks.com/stock/news/1541348/jdcom-jd-to-report-q1-earnings-whats-in-the-cards?art_rec=quote-stock_overview-zacks_news-ID02-txt-1541348\">Zacks</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"source_url":"https://www.zacks.com/stock/news/1541348/jdcom-jd-to-report-q1-earnings-whats-in-the-cards?art_rec=quote-stock_overview-zacks_news-ID02-txt-1541348","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135161248","content_text":"JD.com, Inc. is scheduled to report first-quarter 2021 results on May 19.\nFor the first quarter, the Zacks Consensus Estimate for revenues is pegged at $29.9 billion, indicating an improvement of 44.9% from the year-ago reported figure.\nFurther, the consensus mark for earnings is pegged at 39 cents per share, indicating a 39.3% rise from the previous-year reported figure.\nNotably, the company delivered an earnings surprise of 4.6% in the last reported quarter.\nJD.com, Inc. Price and EPS Surprise\nJD.com, Inc. price-eps-surprise | JD.com, Inc. Quote\nKey Factors to Note\nThe company’s JD Retail segment, comprising the e-commerce business, is expected to have been the key catalyst in the first quarter.\nThe launch of flagship stores of popular fashion and luxury brands like John Lobb, Stefano Ricci, Vivienne Westwoodon and Anya Hindmarch, among others, on JD.com is likely to have driven customer momentum, which in turn is expected to have aided the performance of JD Retail during the quarter-to-be-reported.\nJD retail’s omni-channel initiatives are anticipated to have contributed well to top-line growth of the segment in the first quarter.\nMoreover, the company’s collaboration with Italian luxury brands Prada and MiuMiu, which bolstered its omni-channel efforts, might have been a positive.\nFurthermore, growing momentum of JD health that offers free online medical consultation and online pharmacy retail services is likely to get reflected in the company’s to-be-reported quarter’s results.\nGrowing investments in research and development are also likely to have been encouraging for the company in the quarter under review.\nAdditionally, the new businesses segment comprising technology, supply chain and logistics services is expected to have helped it in gaining traction across lower-tier cities in the first quarter.\nMoreover, the well-performing Jingxi Business Group is expected to have aided JD.com’s performance in the lower-tier cities.\nHowever, increasing fulfilment, marketing, and research and development expenses are likely to have been major risks to the company’s profitability in the quarter under review.\nMoreover, increasing competitive pressure from Alibaba in the e-commerce market might be reflected in first-quarter results.\nWhat Our Model Says\nOur proven model does not conclusively predict an earnings beat for JD.com this time around. The combination of a positiveEarnings ESPand a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here. You can uncover the best stocks to buy or sell before they’re reported with ourEarnings ESP Filter.\nJD.com has an Earnings ESP of -14.83% and a Zacks Rank #5 (Strong Sell), at present.","news_type":1,"symbols_score_info":{"JD":0.9,"09618":0.9}},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372872181,"gmtCreate":1619194720743,"gmtModify":1634287826885,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579574135370824","authorIdStr":"3579574135370824"},"themes":[],"htmlText":"Waww..","listText":"Waww..","text":"Waww..","images":[{"img":"https://static.tigerbbs.com/ba8552439ede646c1d378bac9ede445f","width":"1080","height":"2681"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/372872181","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":875943498,"gmtCreate":1637596659669,"gmtModify":1637596659847,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579574135370824","authorIdStr":"3579574135370824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>BUY THE DIP!! Target Price $16 end of year!","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>BUY THE DIP!! Target Price $16 end of year!","text":"$Skillz Inc(SKLZ)$BUY THE DIP!! Target Price $16 end of year!","images":[{"img":"https://static.tigerbbs.com/aa04e390b73e3636fa431c6d50dd6ce3","width":"1080","height":"2950"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/875943498","isVote":1,"tweetType":1,"viewCount":1282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":849019134,"gmtCreate":1635700630867,"gmtModify":1635700631018,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579574135370824","authorIdStr":"3579574135370824"},"themes":[],"htmlText":"Let's buy !!","listText":"Let's buy !!","text":"Let's buy !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/849019134","repostId":"1104228860","repostType":4,"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857614629,"gmtCreate":1635521556711,"gmtModify":1635521556866,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579574135370824","authorIdStr":"3579574135370824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Guys, it's time to buy this undervalued stock!","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Guys, it's time to buy this undervalued stock!","text":"$Tiger Brokers(TIGR)$Guys, it's time to buy this undervalued stock!","images":[{"img":"https://static.tigerbbs.com/4b0c8486efa5ca27655f5a1e8abce5cb","width":"1080","height":"3048"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857614629","isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":856861729,"gmtCreate":1635169292019,"gmtModify":1635169304808,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579574135370824","authorIdStr":"3579574135370824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>yeah","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>yeah","text":"$Skillz Inc(SKLZ)$yeah","images":[{"img":"https://static.tigerbbs.com/e035b44032413fcf6fca2f0f0ff31f7c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/856861729","isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":890164134,"gmtCreate":1628087483628,"gmtModify":1633753708715,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579574135370824","authorIdStr":"3579574135370824"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/890164134","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175401085,"gmtCreate":1627044832847,"gmtModify":1633768514384,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579574135370824","authorIdStr":"3579574135370824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>will just gonna buy more","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>will just gonna buy more","text":"$DiDi Global Inc.(DIDI)$will just gonna buy 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Inc.(XPEV)$hodl","images":[{"img":"https://static.tigerbbs.com/efc1a4b39232db3d0d32de020914ad4e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/148288824","isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":189357056,"gmtCreate":1623246398975,"gmtModify":1634035411849,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579574135370824","authorIdStr":"3579574135370824"},"themes":[],"htmlText":"Come onn....","listText":"Come onn....","text":"Come onn....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/189357056","repostId":"2142600282","repostType":4,"isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195834084,"gmtCreate":1621269480948,"gmtModify":1634192884201,"author":{"id":"3579574135370824","authorId":"3579574135370824","name":"janelie","avatar":"https://static.tigerbbs.com/f929201b4c664d977cd55eb2e9c16841","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579574135370824","authorIdStr":"3579574135370824"},"themes":[],"htmlText":"Yesss","listText":"Yesss","text":"Yesss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/195834084","repostId":"1121366045","repostType":4,"repost":{"id":"1121366045","kind":"news","pubTimestamp":1621265461,"share":"https://www.laohu8.com/m/news/1121366045?lang=zh_CN&edition=full","pubTime":"2021-05-17 23:31","market":"us","language":"en","title":"Is Disney Stock Still a Buy After Missing Subscriber Estimates?<blockquote>在未达到订户预期后,迪士尼股票仍然值得买入吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366045","media":"Motley Fool","summary":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disn","content":"<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p><p><blockquote>Disney+上个季度的订户增长远低于分析师的预期。</blockquote></p><p> <b>Walt Disney</b> (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p><p><blockquote><b>迪斯尼</b>(纽约证券交易所代码:DIS)第二财季结束时,其Disney+流媒体服务的订户为1.036亿。虽然这是去年同期报告总数的两倍多,但分析师预计Disney+本季度将拥有1.09亿订户。</blockquote></p><p> The stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.</p><p><blockquote>该股在财报发布后最初大幅抛售,目前今年迄今已下跌4.3%。投资者可能想知道《老鼠之家》是否仍然是一项不错的投资。</blockquote></p><p> Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p><p><blockquote>以下是收益看涨期权中的四个要点,表明迪士尼表现良好,可能会使抛售成为一个很好的买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:华特·迪士尼。</span></p></blockquote></p><p> <b>1. Disney+ is still on track to reach 230 million subscribers</b></p><p><blockquote><b>1.Disney+仍有望达到2.3亿订阅用户</b></blockquote></p><p> Disney was already doomed to disappoint investors after <b>Netflix</b> (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p><p><blockquote>迪士尼已经注定会让投资者失望<b>Netflix</b>(纳斯达克:NFLX)在截至3月份的季度未能达到自己的订户指引。疫情期间,流媒体服务的注册量强劲增长,可能需要一两个季度才能恢复。</blockquote></p><p> Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.</p><p><blockquote>尽管如此,收益报告中有大量细节表明Disney+仍有望实现其长期订户目标。例如,首席财务官克里斯蒂娜·麦卡锡(Christine McCarthy)表示,迪士尼“在第二季度最后一个月增加潜艇的速度比前两个月更快。”尽管Disney+自推出以来首次提价。</blockquote></p><p> Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p><p><blockquote>展望近期,首席执行官Bob Chapek表示:“我们有望在2024财年末实现2.3亿至2.6亿用户的指导。”</blockquote></p><p> <b>2. Churn levels remaining low despite price increases</b></p><p><blockquote><b>2.尽管价格上涨,客户流失率仍然很低</b></blockquote></p><p> Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p><p><blockquote>查佩克表示,即使在上季度实施提价后,“自[欧洲、中东和非洲地区]提价以来,我们还没有观察到客户流失率显着上升。”</blockquote></p><p> Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p><p><blockquote>迪士尼预计,一旦内容制作全面恢复,订户增长将更加强劲。查佩克说:“对漫威最新系列的期待,<i>洛基</i>将于6月9日首次亮相的该片已经取得了巨大的成功。”</blockquote></p><p> Remember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from <i>Star Wars</i> and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p><p><blockquote>请记住,迪士尼在没有利用深度内容管道的情况下就获得了超过1亿的订阅用户<i>星球大战</i>以及管理层在12月投资者日演讲中公布的漫威。随着该公司从这些强大的特许经营权中添加更多内容,订阅者数量应该会增加。</blockquote></p><p> <b>3. Disney+ has yet to benefit from recent price increases</b></p><p><blockquote><b>3、Disney+尚未从近期涨价中受益</b></blockquote></p><p> Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p><p><blockquote>迪士尼本季度的每用户平均收入(ARPU)下降了29%,至3.99美元。这与Netflix上季度6%的同比增长相比无疑是一个鲜明的对比。但是这里的故事还有更多。</blockquote></p><p> The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p><p><blockquote>ARPU的下降是由于迪士尼+Hotstar在印度的推出,印度的每用户收入低于迪士尼+在其他市场。如果不包括Hotstar,迪士尼+ARPU几乎没有变化,为5.61美元。</blockquote></p><p> \"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p><p><blockquote>麦卡锡表示:“随着今年剩余时间的推移,我们应该开始看到我们在世界各地采取的价格上涨对迪士尼+ARPU的好处。”</blockquote></p><p> <b>4. Per capita spending is up at theme parks</b></p><p><blockquote><b>4.主题公园的人均支出上升</b></blockquote></p><p> Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.</p><p><blockquote>当然,主题公园仍然是迪士尼业务的重要组成部分,在2019财年创造了260亿美元的收入。本季度,迪士尼乐园、体验和产品的收入同比下降了44%。但这比上一季度53%的下降有所改善。</blockquote></p><p> Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p><p><blockquote>管理层在盈利看涨期权上提供了更多好消息。麦卡锡表示:“在华特迪士尼世界,整个第二季度的上座率趋势继续稳步改善,人均游客支出与去年相比再次增长了两位数。”</blockquote></p><p> Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p><p><blockquote>迪士尼度假区于4月30日开业,管理层对迄今为止游客的反应感到“非常鼓舞”。</blockquote></p><p> It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</p><p><blockquote>很难说该股短期内将走向何方,但迪士尼的特许经营权是娱乐行业中最有价值的特许经营权之一。我认为可以肯定的是,一旦迪士尼在Disney+上卸载其顶级品牌的更多内容,并且其他业务完全从疫情中恢复过来,股价可能会比现在更高。所以,是的,我认为这次抛售是一个很好的买入机会。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Disney Stock Still a Buy After Missing Subscriber Estimates?<blockquote>在未达到订户预期后,迪士尼股票仍然值得买入吗?</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nIs Disney Stock Still a Buy After Missing Subscriber Estimates?<blockquote>在未达到订户预期后,迪士尼股票仍然值得买入吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-05-17 23:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.</p><p><blockquote>Disney+上个季度的订户增长远低于分析师的预期。</blockquote></p><p> <b>Walt Disney</b> (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.</p><p><blockquote><b>迪斯尼</b>(纽约证券交易所代码:DIS)第二财季结束时,其Disney+流媒体服务的订户为1.036亿。虽然这是去年同期报告总数的两倍多,但分析师预计Disney+本季度将拥有1.09亿订户。</blockquote></p><p> The stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.</p><p><blockquote>该股在财报发布后最初大幅抛售,目前今年迄今已下跌4.3%。投资者可能想知道《老鼠之家》是否仍然是一项不错的投资。</blockquote></p><p> Here are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.</p><p><blockquote>以下是收益看涨期权中的四个要点,表明迪士尼表现良好,可能会使抛售成为一个很好的买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b2ef9a9954376983ea5e8c5eef5678\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: WALT DISNEY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:华特·迪士尼。</span></p></blockquote></p><p> <b>1. Disney+ is still on track to reach 230 million subscribers</b></p><p><blockquote><b>1.Disney+仍有望达到2.3亿订阅用户</b></blockquote></p><p> Disney was already doomed to disappoint investors after <b>Netflix</b> (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.</p><p><blockquote>迪士尼已经注定会让投资者失望<b>Netflix</b>(纳斯达克:NFLX)在截至3月份的季度未能达到自己的订户指引。疫情期间,流媒体服务的注册量强劲增长,可能需要一两个季度才能恢复。</blockquote></p><p> Nonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.</p><p><blockquote>尽管如此,收益报告中有大量细节表明Disney+仍有望实现其长期订户目标。例如,首席财务官克里斯蒂娜·麦卡锡(Christine McCarthy)表示,迪士尼“在第二季度最后一个月增加潜艇的速度比前两个月更快。”尽管Disney+自推出以来首次提价。</blockquote></p><p> Looking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"</p><p><blockquote>展望近期,首席执行官Bob Chapek表示:“我们有望在2024财年末实现2.3亿至2.6亿用户的指导。”</blockquote></p><p> <b>2. Churn levels remaining low despite price increases</b></p><p><blockquote><b>2.尽管价格上涨,客户流失率仍然很低</b></blockquote></p><p> Even after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"</p><p><blockquote>查佩克表示,即使在上季度实施提价后,“自[欧洲、中东和非洲地区]提价以来,我们还没有观察到客户流失率显着上升。”</blockquote></p><p> Disney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,<i>Loki</i>, which debuts on June 9 has been through the roof.\"</p><p><blockquote>迪士尼预计,一旦内容制作全面恢复,订户增长将更加强劲。查佩克说:“对漫威最新系列的期待,<i>洛基</i>将于6月9日首次亮相的该片已经取得了巨大的成功。”</blockquote></p><p> Remember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from <i>Star Wars</i> and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.</p><p><blockquote>请记住,迪士尼在没有利用深度内容管道的情况下就获得了超过1亿的订阅用户<i>星球大战</i>以及管理层在12月投资者日演讲中公布的漫威。随着该公司从这些强大的特许经营权中添加更多内容,订阅者数量应该会增加。</blockquote></p><p> <b>3. Disney+ has yet to benefit from recent price increases</b></p><p><blockquote><b>3、Disney+尚未从近期涨价中受益</b></blockquote></p><p> Disney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.</p><p><blockquote>迪士尼本季度的每用户平均收入(ARPU)下降了29%,至3.99美元。这与Netflix上季度6%的同比增长相比无疑是一个鲜明的对比。但是这里的故事还有更多。</blockquote></p><p> The decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.</p><p><blockquote>ARPU的下降是由于迪士尼+Hotstar在印度的推出,印度的每用户收入低于迪士尼+在其他市场。如果不包括Hotstar,迪士尼+ARPU几乎没有变化,为5.61美元。</blockquote></p><p> \"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.</p><p><blockquote>麦卡锡表示:“随着今年剩余时间的推移,我们应该开始看到我们在世界各地采取的价格上涨对迪士尼+ARPU的好处。”</blockquote></p><p> <b>4. Per capita spending is up at theme parks</b></p><p><blockquote><b>4.主题公园的人均支出上升</b></blockquote></p><p> Of course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.</p><p><blockquote>当然,主题公园仍然是迪士尼业务的重要组成部分,在2019财年创造了260亿美元的收入。本季度,迪士尼乐园、体验和产品的收入同比下降了44%。但这比上一季度53%的下降有所改善。</blockquote></p><p> Management offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.</p><p><blockquote>管理层在盈利看涨期权上提供了更多好消息。麦卡锡表示:“在华特迪士尼世界,整个第二季度的上座率趋势继续稳步改善,人均游客支出与去年相比再次增长了两位数。”</blockquote></p><p> Disneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.</p><p><blockquote>迪士尼度假区于4月30日开业,管理层对迄今为止游客的反应感到“非常鼓舞”。</blockquote></p><p> It's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.</p><p><blockquote>很难说该股短期内将走向何方,但迪士尼的特许经营权是娱乐行业中最有价值的特许经营权之一。我认为可以肯定的是,一旦迪士尼在Disney+上卸载其顶级品牌的更多内容,并且其他业务完全从疫情中恢复过来,股价可能会比现在更高。所以,是的,我认为这次抛售是一个很好的买入机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/17/is-disney-stock-still-a-buy-after-missing-subscrib/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366045","content_text":"Disney+ fell well short of analyst estimates for subscriber additions in the last quarter.\nWalt Disney (NYSE:DIS) ended the fiscal second quarter with 103.6 million subscribers on its Disney+ streaming service. While that's more than double the total reported in the year-ago quarter, analysts expected Disney+ to finish the quarter with 109 million subscribers.\nThe stock initially sold off sharply after the earnings report and is currently down 4.3% year to date. Investors are probably wondering if the House of Mouse is still a good investment.\nHere are four important points from the earnings call that suggest Disney is doing fine and could make the sell-off a good buying opportunity.\nIMAGE SOURCE: WALT DISNEY.\n1. Disney+ is still on track to reach 230 million subscribers\nDisney was already doomed to disappoint investors after Netflix (NASDAQ:NFLX) missed its own guidance for subscribers in the March-ending quarter. There was a strong pull-forward of signups for streaming services during the pandemic that may take a quarter or two to shake out.\nNonetheless, there were plenty of details in the earnings report that suggest Disney+ is still on track to hit its long-term subscriber target. For example, CFO Christine McCarthy said that Disney \"added subs at a faster pace in the last month of the second quarter than we did in the first two months.\" And this was despite the first price increase for Disney+ since launch.\nLooking beyond the near term, CEO Bob Chapek said: \"We are on track to achieve our guidance of 230 million to 260 million subscribers by the end of fiscal 2024.\"\n2. Churn levels remaining low despite price increases\nEven after implementing the price increases last quarter, Chapek said that \"we've not observed any significantly higher churn rate since the price increase in [the Europe, Middle East, and Africa region].\"\nDisney expects subscriber growth to be stronger once content production resumes at full strength. Chapek said, \"the anticipation for Marvel's newest series,Loki, which debuts on June 9 has been through the roof.\"\nRemember that Disney has gained more than 100 million subs without tapping the deep pipeline of content from Star Wars and Marvel that management unveiled at its December investor day presentation. As the company adds more content from these powerhouse franchises, subscriber numbers should add up.\n3. Disney+ has yet to benefit from recent price increases\nDisney's average revenue per user (ARPU) fell 29% to $3.99 during the quarter. That is certainly a stark contrast compared to Netflix's 6% year-over-year increase in the last quarter. But there's more to the story here.\nThe decline in ARPU was due to the launch of Disney+ Hotstar in India, which produces a lower revenue per user than Disney+ in other markets. Excluding Hotstar, Disney+ ARPU would have been virtually unchanged at $5.61.\n\"As we move through the remainder of the year, we should start to see the benefit on Disney+ ARPU from price increases we've taken around the world,\" McCarthy said.\n4. Per capita spending is up at theme parks\nOf course, theme parks are still an important piece of Disney's business, generating $26 billion in revenue in fiscal 2019. Revenue from Disney parks, experiences, and products dropped 44% year over year in the quarter. But that's an improvement from the previous quarter's 53% decline.\nManagement offered more good news on the earnings call. \"At Walt Disney World, attendance trends continued to steadily improve throughout the second quarter, and guest spending per capita again grew by double digits versus the prior year,\" McCarthy said.\nDisneyland Resort opened on April 30, and management is \"very encouraged\" by the guest response so far.\nIt's tough to say where the stock will go in the near term, but Disney's franchises are some of the most valuable in the entertainment industry. I think it's a safe bet that once Disney unloads more content from its top brands on Disney+, and the rest of the business fully recovers from the pandemic, the stock price will likely trade higher than it does now. So, yes, I view the sell-off as a good buying opportunity.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}