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ramssg
2021-08-11
Am in for long term
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ramssg
2021-07-29
Retail investor to rescue
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ramssg
2021-08-12
Go nio
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ramssg
2021-08-15
Good read up.. thanks for sharing
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ramssg
2021-08-17
Splunk - expensive costs and I see firms moving to open source - ELK.. for less critical workloads
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ramssg
2021-08-11
Nio..nio..nio..
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ramssg
2021-08-17
Most of TESLA cars have got Nvidia chips but this article refers to AMD.. if someone has stats, pls share. Am keeping a close watch on AMD to buy on dips..
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ramssg
2021-08-16
Detailed analysis.. thanks for sharing.. why would NV & arm deal fail to close ?
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ramssg
2021-08-12
Good
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去老虎APP查看更多动态
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The pandemic accelerated what was already a big shift among businesses moving many of their computing workloads to the public cloud. Research firm <b>Gartner</b> projects overall cloud services to grow 23.1% this year and 19.6% next year, reaching nearly $400 billion in spending across cloud-based infrastructure, platforms, software, security, and business process spend.</p>\n<p>Many tech companies are going after this market, but this summer, <b>Amazon.com</b> (NASDAQ:AMZN), <b>Splunk</b> (NASDAQ:SPLK), and <b>Zendesk</b> (NYSE:ZEN) each look like solid long-term buys after their stocks took a breather this earnings season.</p>\n<p><img src=\"https://static.tigerbbs.com/78a4ab08f37f8a8f83886aeb9e2aafe5\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Amazon: The leader of the pack</h3>\n<p>Amazon invented the concept of cloud computing during the early 2000s, and had a multiyear head-start in building out Amazon Web Services, the world's largest and most comprehensive cloud infrastructure platform. Despite having far and away the most market share, AWS is still accelerating its growth more than a decade later.</p>\n<p>Last quarter, AWS revenue accelerated 37%, up from 32% in the prior quarter and 29% in the prior-year quarter. At a $60 billion run-rate, that's hugely impressive, and indicates the enterprise transition to the cloud is still in its early stages.</p>\n<p>The strong growth in AWS, along with huge growth in Amazon's digital advertising segment, seems to have been overshadowed by the deceleration in the company's first-party e-commerce business, which is the largest segment by revenue and drove down the company's overall top-line. Amazon's stock therefore fell after its second quarter earnings report, and its stock has trailed the S&P 500 by about 30 percentage points over the past 12 months.</p>\n<p>Yet after such a long period of consolidation, now may be a good time to pick up shares. After all, the company's highest-profit businesses are AWS and digital advertising, which are also growing the fastest. Since the intrinsic value of any business is the present value of all future cash flows, not revenue, AWS and digital ads could account for practically all of Amazon's market cap today. Ever an innovator, Amazon's shares look like a solid buy after such a long malaise.</p>\n<p><img src=\"https://static.tigerbbs.com/cb4c77500db67fbaaf087093a58bc713\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Splunk: A business model change leads to opportunity</h3>\n<p>Another compelling cloud stock at a very reasonable price is Splunk. Splunk makes a variety of observability software services to monitor the health of an enterprise's IT infrastructure, network, and security posture, among others. As the digitization of the enterprise takes hold this decade, that will mean more and more inputs to monitor and manage, which should mean long-term tailwinds for observability software providers like Splunk.</p>\n<p>However, Splunk's stock is down some 35% from all-time highs set back about one year ago. The likely culprit is a slowdown in the company's revenue growth, along with fears of higher interest rates, which can take a bite out of growth stock valuations.</p>\n<p>But that revenue headwind is not a result the core business, but rather the company's transition from selling perpetual licenses deployed in customer data centers to a subscription-based, cloud-based software-as-a-service model more in line with the modern IT industry.</p>\n<p>When a company transitions from a perpetual license to a subscription-based model, revenue will take a temporary hit. That's because perpetual licenses, designed to last many years, have all their revenue recognized upfront, whereas as SaaS businesses recognize revenue gradually over the length of the subscription. Splunk, founded in 2003 before the advent of cloud, was behind the curve on cloud for years, but began to get its act together over two years ago, when it began this necessary transition.</p>\n<p>So while revenue grew just 16% last quarter, total annual recurring revenue (ARR) which incorporates recurring cloud subscriptions, was up 39% -- likely, much more indicative of the health of the business. Cloud-based ARR was up an even greater 83%. Cloud-based bookings just exceeded 50% of the company's total software bookings, which should portend better top-line results going forward, as Splunk's transition has now gotten through its \"awkward stage.\"</p>\n<p>The stock's discounted price, combined with good news on the business model transition, recently attracted private equity firm Silver Lake to invest $1 billion in Splunk, in the form of convertible notes. Kenneth Hao, Chairman and Managing Partner of Silver Lake, said in the press release:</p>\n<blockquote>\n We have long admired Splunk's world-class team and technology, and we believe the company is now at an important inflection point... It has become increasingly clear that a cloud-driven transformation is critical to modernization and Splunk is ideally positioned to help organizations throughout the world manage the complexity associated with this transition.\n</blockquote>\n<p>Silver Lake's convertible notes convert to common stock at a $160 stock price, compared with the $144 price today. Silver Lake likely hopes to make a big return off its investment, so there's a good chance the stock does quite well over the next few years as its cloud transition takes hold.</p>\n<p><img src=\"https://static.tigerbbs.com/d567e2343f8130d989ec4f66672886a6\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Zendesk: cloud-based customer service is the future</h3>\n<p>Another cloud winner that sold off after its recent earnings report, but which appears to have a very bright future, is Zendesk, which offers a variety of cloud-based software services geared for customer service applications.</p>\n<p>Zendesk slightly missed analyst expectations last quarter, but that's a tad misleading. Management attributed the miss to a couple factors; namely deals closing later in the quarter, which hit revenue, along with some one-time gains in the prior year quarter due to the onset of the pandemic, which made comparisons difficult.</p>\n<p>Yet the underlying drivers of Zendesk's business appear intact. Revenue grew 29%, accelerating over the prior quarter's 26% growth. The company's net expansion rate, which monitors growth from existing customers, also accelerated to 120%, up from 114% in the prior quarter.</p>\n<p>Importantly, though Zendesk started off as a popular solution for small businesses, it's catching on with larger enterprises. The percentage of large accounts paying Zendesk $250,000 or more per year has doubled from 17% in 2017 to 35% last quarter. And the company's new comprehensive Zendesk Suite, which offers all of Zendesk's services, from customer service to customer relationship management tools to other APIs, has also caught on. In fact, Zendesk Suite accounted for 16% of the company's annual recurring revenue last quarter, more than double that of the prior quarter. Landing larger accounts opting for the entire Zendesk Suite should go a long way toward maintaining high retention, keeping Zendesk's net expansion rate stable for some time to come.</p>\n<p>Basically, the prior quarter was short on headline revenue numbers, but if you look under the hood, Zendesk's business actually appears quite strong. Trading at a price-to-sales ratio of just 12.5 -- relatively low, for the SaaS industry -- and Zendesk's post-earnings dip could be an opportunity to pick up shares of this cloud software winner.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Cloud Computing Stocks to Buy Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Cloud Computing Stocks to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 23:08 GMT+8 <a href=https://www.fool.com/investing/2021/08/16/3-cloud-computing-stocks-to-buy-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are no guarantees in investing, but the growth of cloud computing is as sure a bet as one can make for the upcoming decade. The pandemic accelerated what was already a big shift among businesses...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/16/3-cloud-computing-stocks-to-buy-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","SPLK":"Splunk Inc","ZEN":"Zendesk Inc."},"source_url":"https://www.fool.com/investing/2021/08/16/3-cloud-computing-stocks-to-buy-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159223274","content_text":"There are no guarantees in investing, but the growth of cloud computing is as sure a bet as one can make for the upcoming decade. The pandemic accelerated what was already a big shift among businesses moving many of their computing workloads to the public cloud. Research firm Gartner projects overall cloud services to grow 23.1% this year and 19.6% next year, reaching nearly $400 billion in spending across cloud-based infrastructure, platforms, software, security, and business process spend.\nMany tech companies are going after this market, but this summer, Amazon.com (NASDAQ:AMZN), Splunk (NASDAQ:SPLK), and Zendesk (NYSE:ZEN) each look like solid long-term buys after their stocks took a breather this earnings season.\n\nImage source: Getty Images.\nAmazon: The leader of the pack\nAmazon invented the concept of cloud computing during the early 2000s, and had a multiyear head-start in building out Amazon Web Services, the world's largest and most comprehensive cloud infrastructure platform. Despite having far and away the most market share, AWS is still accelerating its growth more than a decade later.\nLast quarter, AWS revenue accelerated 37%, up from 32% in the prior quarter and 29% in the prior-year quarter. At a $60 billion run-rate, that's hugely impressive, and indicates the enterprise transition to the cloud is still in its early stages.\nThe strong growth in AWS, along with huge growth in Amazon's digital advertising segment, seems to have been overshadowed by the deceleration in the company's first-party e-commerce business, which is the largest segment by revenue and drove down the company's overall top-line. Amazon's stock therefore fell after its second quarter earnings report, and its stock has trailed the S&P 500 by about 30 percentage points over the past 12 months.\nYet after such a long period of consolidation, now may be a good time to pick up shares. After all, the company's highest-profit businesses are AWS and digital advertising, which are also growing the fastest. Since the intrinsic value of any business is the present value of all future cash flows, not revenue, AWS and digital ads could account for practically all of Amazon's market cap today. Ever an innovator, Amazon's shares look like a solid buy after such a long malaise.\n\nImage source: Getty Images.\nSplunk: A business model change leads to opportunity\nAnother compelling cloud stock at a very reasonable price is Splunk. Splunk makes a variety of observability software services to monitor the health of an enterprise's IT infrastructure, network, and security posture, among others. As the digitization of the enterprise takes hold this decade, that will mean more and more inputs to monitor and manage, which should mean long-term tailwinds for observability software providers like Splunk.\nHowever, Splunk's stock is down some 35% from all-time highs set back about one year ago. The likely culprit is a slowdown in the company's revenue growth, along with fears of higher interest rates, which can take a bite out of growth stock valuations.\nBut that revenue headwind is not a result the core business, but rather the company's transition from selling perpetual licenses deployed in customer data centers to a subscription-based, cloud-based software-as-a-service model more in line with the modern IT industry.\nWhen a company transitions from a perpetual license to a subscription-based model, revenue will take a temporary hit. That's because perpetual licenses, designed to last many years, have all their revenue recognized upfront, whereas as SaaS businesses recognize revenue gradually over the length of the subscription. Splunk, founded in 2003 before the advent of cloud, was behind the curve on cloud for years, but began to get its act together over two years ago, when it began this necessary transition.\nSo while revenue grew just 16% last quarter, total annual recurring revenue (ARR) which incorporates recurring cloud subscriptions, was up 39% -- likely, much more indicative of the health of the business. Cloud-based ARR was up an even greater 83%. Cloud-based bookings just exceeded 50% of the company's total software bookings, which should portend better top-line results going forward, as Splunk's transition has now gotten through its \"awkward stage.\"\nThe stock's discounted price, combined with good news on the business model transition, recently attracted private equity firm Silver Lake to invest $1 billion in Splunk, in the form of convertible notes. Kenneth Hao, Chairman and Managing Partner of Silver Lake, said in the press release:\n\n We have long admired Splunk's world-class team and technology, and we believe the company is now at an important inflection point... It has become increasingly clear that a cloud-driven transformation is critical to modernization and Splunk is ideally positioned to help organizations throughout the world manage the complexity associated with this transition.\n\nSilver Lake's convertible notes convert to common stock at a $160 stock price, compared with the $144 price today. Silver Lake likely hopes to make a big return off its investment, so there's a good chance the stock does quite well over the next few years as its cloud transition takes hold.\n\nImage source: Getty Images.\nZendesk: cloud-based customer service is the future\nAnother cloud winner that sold off after its recent earnings report, but which appears to have a very bright future, is Zendesk, which offers a variety of cloud-based software services geared for customer service applications.\nZendesk slightly missed analyst expectations last quarter, but that's a tad misleading. Management attributed the miss to a couple factors; namely deals closing later in the quarter, which hit revenue, along with some one-time gains in the prior year quarter due to the onset of the pandemic, which made comparisons difficult.\nYet the underlying drivers of Zendesk's business appear intact. Revenue grew 29%, accelerating over the prior quarter's 26% growth. The company's net expansion rate, which monitors growth from existing customers, also accelerated to 120%, up from 114% in the prior quarter.\nImportantly, though Zendesk started off as a popular solution for small businesses, it's catching on with larger enterprises. The percentage of large accounts paying Zendesk $250,000 or more per year has doubled from 17% in 2017 to 35% last quarter. And the company's new comprehensive Zendesk Suite, which offers all of Zendesk's services, from customer service to customer relationship management tools to other APIs, has also caught on. In fact, Zendesk Suite accounted for 16% of the company's annual recurring revenue last quarter, more than double that of the prior quarter. Landing larger accounts opting for the entire Zendesk Suite should go a long way toward maintaining high retention, keeping Zendesk's net expansion rate stable for some time to come.\nBasically, the prior quarter was short on headline revenue numbers, but if you look under the hood, Zendesk's business actually appears quite strong. Trading at a price-to-sales ratio of just 12.5 -- relatively low, for the SaaS industry -- and Zendesk's post-earnings dip could be an opportunity to pick up shares of this cloud software winner.","news_type":1},"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839290121,"gmtCreate":1629159760863,"gmtModify":1631884708513,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Most of TESLA cars have got Nvidia chips but this article refers to AMD.. if someone has stats, pls share. Am keeping a close watch on AMD to buy on dips..","listText":"Most of TESLA cars have got Nvidia chips but this article refers to AMD.. if someone has stats, pls share. Am keeping a close watch on AMD to buy on dips..","text":"Most of TESLA cars have got Nvidia chips but this article refers to AMD.. if someone has stats, pls share. Am keeping a close watch on AMD to buy on dips..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839290121","repostId":"2159634222","repostType":4,"isVote":1,"tweetType":1,"viewCount":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830284383,"gmtCreate":1629076000742,"gmtModify":1633687617972,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Detailed analysis.. thanks for sharing.. why would NV & arm deal fail to close ?","listText":"Detailed analysis.. thanks for sharing.. why would NV & arm deal fail to close ?","text":"Detailed analysis.. thanks for sharing.. why would NV & arm deal fail to close ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830284383","repostId":"1138705612","repostType":4,"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830020618,"gmtCreate":1628994465334,"gmtModify":1633688105871,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Good read up.. thanks for sharing","listText":"Good read up.. thanks for sharing","text":"Good read up.. thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/830020618","repostId":"2159214569","repostType":4,"repost":{"id":"2159214569","kind":"highlight","pubTimestamp":1628989290,"share":"https://www.laohu8.com/m/news/2159214569?lang=&edition=full","pubTime":"2021-08-15 09:01","market":"us","language":"en","title":"How to value Nio's stock compared to Tesla, VW, Ford and other rivals","url":"https://stock-news.laohu8.com/highlight/detail?id=2159214569","media":"MarkeWatch","summary":"Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker's prospects.That might make sense to you as an investor -- after all, Nio is an innovative company that sells only electric vehicles. Ford is a legacy auto maker that is working to catch up and eventually make a full transition to electric vehicles. Shares of Nio have more than tripled in the past year, while Ford's have almost doubled after cratering in the previous decade.So where does Nio $$","content":"<p>Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker's prospects.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/459f713c5dfcf08752165d643a5f1463\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"><span>A Nio store in downtown Shanghai. (Getty Images)</span></p>\n<p>Chinese electric-vehicle maker Nio Inc., which sells no cars in the U.S., has a market capitalization of $60.2 billion. By that measure, it is larger than Ford Motor Co., which was founded in 1903.</p>\n<p>That might make sense to you as an investor -- after all, Nio is an innovative company that sells only electric vehicles. Ford is a legacy auto maker that is working to catch up and eventually make a full transition to electric vehicles. Shares of Nio have more than tripled in the past year, while Ford's have almost doubled after cratering in the previous decade.</p>\n<p>So where does Nio <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, which reported second-quarter results after the stock market closes Wednesday, fit in an investment thesis? Below are screens showing how its stock valuation compares to vehicle production, and how that valuation relates to projected earnings through 2025.</p>\n<p><b>Doubling car production</b></p>\n<p>For the second quarter, Nio delivered 21,896 vehicles for a 112% increase from a year earlier. The growth is impressive, but the total number of vehicles sold is still relatively small.</p>\n<p>Here's a look at the 10 largest auto makers by market capitalization, along with their second-quarter sales or delivery numbers (whichever was higher, if both were reported) and additional color below the table:</p>\n<img src=\"https://static.tigerbbs.com/d9e9aed76c94544dbe44cde9f7c8bebc\" tg-width=\"931\" tg-height=\"761\" width=\"100%\" height=\"auto\">\n<table>\n <tbody>\n <tr></tr>\n </tbody>\n</table>\n<p>You can see that those valuations are about the future, when innovators in the EV space -- Tesla Inc. and Nio, on this list -- may (or may not) become as large as legacy players.</p>\n<p>For now, Ford churns out mostly internal combustion engine vehicles at nearly 35 times the rate that Nio makes EVs.</p>\n<p>One thing to be aware of is that the legacy auto makers don't all report their unit sales the same way. Most don't break out electric vehicle sales.</p>\n<p>Among those that do, definitions vary. For example, Toyota Motor Corp. (7203.TO) reported that \"electrified vehicle\" sales made up 26.6% of total auto sales during the second quarter. But that category includes:</p>\n<p>For Toyota, BEV made up only 0.2% of second-quarter sales, while they accounted for 100% of sales for Nio and Tesla. Toyota's PHEV sales made up 1.4% of the total.</p>\n<p>Volkswagen AG reports electric-vehicle sales as including PHEV, which accounted for 6.7% of second-quarter sales, or BEV, which made up 4.4% of total sales. Those are impressive numbers: a combined 11.1%.</p>\n<p>For Bayerische Motoren Werke Aktiengesellschaft , better known as BWM Group, a second-quarter breakdown of electric-vehicle deliveries isn't yet available, but for the first half of 2021, 153,243 all-electric or plug-in hybrid vehicles were delivered, or 11.4% of total deliveries.</p>\n<p><b>Valuation to earnings estimates</b></p>\n<p>For companies at early stages, comparisons of price-to-earnings ratios may not mean very much. Such companies are focusing on growth rather than profits. An example of this has been Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, which has traded at a high P/E for decades as it has worked to expand into new lines of business, at the expense of the bottom line.</p>\n<p>A high P/E ratio can reflect investors' enthusiasm for innovation and in the case of EVs, a political consensus for transforming the industry. So Nio and Tesla trade at much higher P/E ratios than the legacy auto makers.</p>\n<p>Then again, very low P/E may show too much contempt among investors for the older manufacturers, as they use their cash flow from continuing massive sales of traditional vehicles to fund their development of EVs. Opportunities may be highlighted.</p>\n<p>Normally a forward P/E ratio is calculated by dividing the share price by a rolling consensus estimate of earnings per share for 12 months. This isn't available for all the companies listed here, so we're using consensus estimates for net income for calendar 2022.</p>\n<p>First, here are P/E ratios based on current market caps and consensus 2022 estimates among analysts polled by FactSet. The table includes the annual estimates going out to 2025, and also a P/E based on current market caps and the 2025 estimates:</p>\n<img src=\"https://static.tigerbbs.com/459439c822252d09b3dfb73cc5d51211\" tg-width=\"1058\" tg-height=\"743\" width=\"100%\" height=\"auto\">\n<p>Nio is expected to become profitable in 2023. Looking out to 2024, its forward P/E is lower than that of Tesla. To put the forward P/E valuations in perspective, the S&P 500 Index trades for a weighted 20.5 times consensus 2022 EPS estimates.</p>\n<p><b>Valuation to sales</b></p>\n<table>\n <tbody>\n <tr></tr>\n <tr></tr>\n </tbody>\n</table>\n<p>Forward price-to-sales estimates might be more useful for early-stage companies that are showing low profits or net losses. Then again, the same distortions apply: Investors love the pure-play EV makers now, and may be paying too much for them when you consider that shares of Nio have more than tripled over the past year, while Tesla's stock has risen 150%.</p>\n<p>Here's a similar set of data driving price-to-sale ratios, again using current market caps (in the first table at the top of this article) and consensus full-calendar-year estimates in millions of U.S. dollars:</p>\n<img src=\"https://static.tigerbbs.com/c8c0b7d002e07914e42fcdf0e624b25c\" tg-width=\"1051\" tg-height=\"668\" width=\"100%\" height=\"auto\">\n<p>For reference, the S&P 500 trades for 2.7 times its consensus 2022 sales estimate.</p>\n<table>\n <tbody>\n <tr></tr>\n </tbody>\n</table>\n<p><b>Analysts' opinions</b></p>\n<p>Here's a summary of opinion of the 10 auto makers among analysts polled by FactSet. For companies with primary listings outside the U.S., the local tickers are used. All share prices and targets are in local currencies:</p>\n<img src=\"https://static.tigerbbs.com/32f38063eabf2e93f73561a0454a44ac\" tg-width=\"1059\" tg-height=\"639\" width=\"100%\" height=\"auto\">\n<table>\n <tbody>\n <tr></tr>\n </tbody>\n</table>","source":"lsy1603348471595","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>How to value Nio's stock compared to Tesla, VW, Ford and other rivals</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow to value Nio's stock compared to Tesla, VW, Ford and other rivals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 09:01 GMT+8 <a href=https://www.marketwatch.com/story/nio-releases-earnings-wednesday-heres-how-to-value-its-stock-compared-to-tesla-ford-and-other-rivals-11628716814?mod=mw_quote_news><strong>MarkeWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker's prospects.\nA Nio store in downtown Shanghai. (Getty Images)\nChinese electric-vehicle maker Nio ...</p>\n\n<a href=\"https://www.marketwatch.com/story/nio-releases-earnings-wednesday-heres-how-to-value-its-stock-compared-to-tesla-ford-and-other-rivals-11628716814?mod=mw_quote_news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","F":"福特汽车","STLA":"Stellantis NV","HMC":"本田汽车","NIO":"蔚来","GM":"通用汽车"},"source_url":"https://www.marketwatch.com/story/nio-releases-earnings-wednesday-heres-how-to-value-its-stock-compared-to-tesla-ford-and-other-rivals-11628716814?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159214569","content_text":"Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker's prospects.\nA Nio store in downtown Shanghai. (Getty Images)\nChinese electric-vehicle maker Nio Inc., which sells no cars in the U.S., has a market capitalization of $60.2 billion. By that measure, it is larger than Ford Motor Co., which was founded in 1903.\nThat might make sense to you as an investor -- after all, Nio is an innovative company that sells only electric vehicles. Ford is a legacy auto maker that is working to catch up and eventually make a full transition to electric vehicles. Shares of Nio have more than tripled in the past year, while Ford's have almost doubled after cratering in the previous decade.\nSo where does Nio $(NIO)$, which reported second-quarter results after the stock market closes Wednesday, fit in an investment thesis? Below are screens showing how its stock valuation compares to vehicle production, and how that valuation relates to projected earnings through 2025.\nDoubling car production\nFor the second quarter, Nio delivered 21,896 vehicles for a 112% increase from a year earlier. The growth is impressive, but the total number of vehicles sold is still relatively small.\nHere's a look at the 10 largest auto makers by market capitalization, along with their second-quarter sales or delivery numbers (whichever was higher, if both were reported) and additional color below the table:\n\n\n\n\n\n\nYou can see that those valuations are about the future, when innovators in the EV space -- Tesla Inc. and Nio, on this list -- may (or may not) become as large as legacy players.\nFor now, Ford churns out mostly internal combustion engine vehicles at nearly 35 times the rate that Nio makes EVs.\nOne thing to be aware of is that the legacy auto makers don't all report their unit sales the same way. Most don't break out electric vehicle sales.\nAmong those that do, definitions vary. For example, Toyota Motor Corp. (7203.TO) reported that \"electrified vehicle\" sales made up 26.6% of total auto sales during the second quarter. But that category includes:\nFor Toyota, BEV made up only 0.2% of second-quarter sales, while they accounted for 100% of sales for Nio and Tesla. Toyota's PHEV sales made up 1.4% of the total.\nVolkswagen AG reports electric-vehicle sales as including PHEV, which accounted for 6.7% of second-quarter sales, or BEV, which made up 4.4% of total sales. Those are impressive numbers: a combined 11.1%.\nFor Bayerische Motoren Werke Aktiengesellschaft , better known as BWM Group, a second-quarter breakdown of electric-vehicle deliveries isn't yet available, but for the first half of 2021, 153,243 all-electric or plug-in hybrid vehicles were delivered, or 11.4% of total deliveries.\nValuation to earnings estimates\nFor companies at early stages, comparisons of price-to-earnings ratios may not mean very much. Such companies are focusing on growth rather than profits. An example of this has been Amazon.com Inc. $(AMZN)$, which has traded at a high P/E for decades as it has worked to expand into new lines of business, at the expense of the bottom line.\nA high P/E ratio can reflect investors' enthusiasm for innovation and in the case of EVs, a political consensus for transforming the industry. So Nio and Tesla trade at much higher P/E ratios than the legacy auto makers.\nThen again, very low P/E may show too much contempt among investors for the older manufacturers, as they use their cash flow from continuing massive sales of traditional vehicles to fund their development of EVs. Opportunities may be highlighted.\nNormally a forward P/E ratio is calculated by dividing the share price by a rolling consensus estimate of earnings per share for 12 months. This isn't available for all the companies listed here, so we're using consensus estimates for net income for calendar 2022.\nFirst, here are P/E ratios based on current market caps and consensus 2022 estimates among analysts polled by FactSet. The table includes the annual estimates going out to 2025, and also a P/E based on current market caps and the 2025 estimates:\n\nNio is expected to become profitable in 2023. Looking out to 2024, its forward P/E is lower than that of Tesla. To put the forward P/E valuations in perspective, the S&P 500 Index trades for a weighted 20.5 times consensus 2022 EPS estimates.\nValuation to sales\n\n\n\n\n\n\nForward price-to-sales estimates might be more useful for early-stage companies that are showing low profits or net losses. Then again, the same distortions apply: Investors love the pure-play EV makers now, and may be paying too much for them when you consider that shares of Nio have more than tripled over the past year, while Tesla's stock has risen 150%.\nHere's a similar set of data driving price-to-sale ratios, again using current market caps (in the first table at the top of this article) and consensus full-calendar-year estimates in millions of U.S. dollars:\n\nFor reference, the S&P 500 trades for 2.7 times its consensus 2022 sales estimate.\n\n\n\n\n\nAnalysts' opinions\nHere's a summary of opinion of the 10 auto makers among analysts polled by FactSet. For companies with primary listings outside the U.S., the local tickers are used. All share prices and targets are in local currencies:","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895313434,"gmtCreate":1628723925928,"gmtModify":1633744909044,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Go nio","listText":"Go nio","text":"Go nio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895313434","repostId":"1106699544","repostType":2,"repost":{"id":"1106699544","kind":"news","pubTimestamp":1628723648,"share":"https://www.laohu8.com/m/news/1106699544?lang=&edition=full","pubTime":"2021-08-12 07:14","market":"us","language":"en","title":"Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises","url":"https://stock-news.laohu8.com/highlight/detail?id=1106699544","media":"The Street","summary":"Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.Nio -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.Rev","content":"<blockquote>\n Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.\n</blockquote>\n<p>Nio (<b>NIO</b>) -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.</p>\n<p>Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.<img src=\"https://static.tigerbbs.com/a746dc007dc46d29bf188a45bbc86aec\" tg-width=\"708\" tg-height=\"524\" referrerpolicy=\"no-referrer\">Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.</p>\n<p>Revenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.<img src=\"https://static.tigerbbs.com/63e109b5f649ae97d7a9d377b88b71e9\" tg-width=\"1797\" tg-height=\"471\" referrerpolicy=\"no-referrer\">Vehicle sales came to $1.23 billion, up 127% from a year ago.</p>\n<p>The company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.</p>\n<p>Niodelivered 7,931 vehicles in July, up 124.5% year-over-year, but down 1.9% from 8,083 in June.<img src=\"https://static.tigerbbs.com/8bf75d58d683b265aadac1f3bad5be7c\" tg-width=\"1690\" tg-height=\"245\" referrerpolicy=\"no-referrer\">For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.</p>\n<p>Revenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago. FactSet is calling for revenue of $1.32 billion.</p>\n<p>William Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:</p>\n<p>\"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"</p>\n<p>Steven Wei Feng, Nio's chief financial officer, said vehicle margin and gross margin reached 20.3% and 18.6% respectively.</p>\n<p>The increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.</p>\n<p>Last month, Nio saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.</p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 07:14 GMT+8 <a href=https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.\n\nNio (NIO) -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle ...</p>\n\n<a href=\"https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106699544","content_text":"Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.\n\nNio (NIO) -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.\nShares of the Shanghai company were essentially flat at $43.99 in after-hours trading.Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.\nRevenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.Vehicle sales came to $1.23 billion, up 127% from a year ago.\nThe company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.\nNiodelivered 7,931 vehicles in July, up 124.5% year-over-year, but down 1.9% from 8,083 in June.For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.\nRevenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago. FactSet is calling for revenue of $1.32 billion.\nWilliam Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:\n\"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"\nSteven Wei Feng, Nio's chief financial officer, said vehicle margin and gross margin reached 20.3% and 18.6% respectively.\nThe increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.\nLast month, Nio saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895336163,"gmtCreate":1628723609152,"gmtModify":1633744915674,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895336163","repostId":"2158285288","repostType":4,"repost":{"id":"2158285288","kind":"highlight","pubTimestamp":1628675760,"share":"https://www.laohu8.com/m/news/2158285288?lang=&edition=full","pubTime":"2021-08-11 17:56","market":"us","language":"en","title":"3 Nasdaq 100 Stocks to Buy Hand Over Fist in August","url":"https://stock-news.laohu8.com/highlight/detail?id=2158285288","media":"Motley Fool","summary":"Despite handily outperforming the broader market, the Nasdaq 100 is home to three exceptional bargains.","content":"<p>For the past 12 years, growth stocks have ruled the roost on Wall Street. This isn't a huge surprise given that historically low lending rates and abundant access to capital have allowed fast-paced companies to borrow in order to hire, acquire, and innovate.</p>\n<p>The striking outperformance of growth stocks has been readily on display via the <b>Nasdaq 100</b> -- an index comprised of the 100 largest nonfinancial companies listed on the <b>Nasdaq</b> exchange. Since the trough of the Great Recession on March 9, 2009, the benchmark <b>S&P 500</b> has gained 556%, whereas the Nasdaq 100 has galloped higher by 1,350%!</p>\n<p>Yet, in spite of the Nasdaq 100's clear outperformance over the S&P 500, investors can still find value within the index. The following trio of Nasdaq 100 stocks can be confidently bought hand over fist by investors in August.</p>\n<h2><a href=\"https://laohu8.com/S/FB\">Facebook</a></h2>\n<p>Historically speaking, when there's any weakness in the FAANG stocks, it's an opportunity for long-term investors to go shopping. That's why social media behemoth <b>Facebook</b> (NASDAQ:FB) stands out as a stock investors can buy hand over fist in August.</p>\n<p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> weeks ago, Facebook lifted the hood on its second-quarter operating results and cautioned that revenue growth could slow in the second half of the year. It's a common message we've heard from a number of online and mobile-based companies that benefited immensely from the coronavirus pandemic. However, a quick peek at Facebook's operating data shows no true cause for concern.</p>\n<p>When the June quarter came to a close, Facebook recorded 2.9 billion people visiting its namesake site on a monthly basis, as well as 610 million additional unique visitors to WhatsApp and/or Instagram, which Facebook also owns. That's 3.51 billion people (44% of the world's population) visiting a Facebook-owned asset monthly. Advertisers are well aware that there's no social media company on the planet that offers access to more eyeballs than Facebook. This gives the company exceptional ad pricing power.</p>\n<p>As a shareholder, what I continue to find most impressive about Facebook is the revenue and profit growth it's achieved while only meaningfully monetizing half of its assets. The roughly $54 billion in ad revenue generated on a year-to-date basis comes almost entirely from Facebook and Instagram. Despite being top social destinations, Facebook Messenger and WhatsApp haven't been substantively monetized, as of yet. This gives Facebook another growth gear it can eventually shift into.</p>\n<p>It would be wise not to overlook Facebook's opportunity in virtual and augmented reality, either. Although the company doesn't break out sales of its Oculus devices, \"Other\" category revenue, which encompasses Oculus, has been soaring this year. Ultimately, Oculus could represent <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the many ways Facebook keeps users within its ecosystem of products and services.</p>\n<p>The bottom line is that a dominant company with a 20%-plus growth rate shouldn't be valued at a forward price-to-earnings ratio of less than 23. Despite its trillion-dollar market cap, Facebook remains a bargain.</p>\n<h2>Broadcom</h2>\n<p>Another Nasdaq 100 stock just begging to be bought in August is semiconductor and infrastructure software solutions provider <b>Broadcom</b> (NASDAQ:AVGO).</p>\n<p>The single biggest growth driver for Broadcom looks to be the shift to 5G wireless infrastructure. It's been a decade since wireless carriers last made significant upgrades to download speeds. With carriers spending big bucks to update their infrastructure, we're liable to see consumers and businesses undertake a multiyear tech replacement cycle to take advantage of faster download speeds.</p>\n<p>The reason this is such a positive for Broadcom is that the company generates a majority of its revenue from smartphone components. It develops and supplies original equipment manufacturers with wireless LAN/Bluetooth combination solutions, as well as proximity sensors, amplifiers, and global navigation satellite system receivers, to name a few core solutions. This multiyear upgrade cycle should lead to steady demand and highly predictable cash flow for Broadcom's biggest operating segment.</p>\n<p>The big data push in the wake of the pandemic is also going to be a major boost to Broadcom's growth potential. Prior to March 2020, we were witnessing a steady shift by businesses to move data into the cloud. But once the pandemic struck, businesses had little choice but to create an online presence and ensure that data was accessible in the cloud, especially with remote workforces. This has substantially boosted data center storage demand.</p>\n<p>While Broadcom has industrial and networking applications, it's the role it can play as a provider of connectivity and access chips to data centers that's most intriguing (beyond its smartphone sales). With cloud infrastructure still, arguably, in its early innings of growth, demand for data center infrastructure solutions should remain robust for a long time to come.</p>\n<p>And don't overlook Broadcom's exceptional dividend growth. Whereas most tech stocks reinvest a lot of their cash flow back into innovation, Broadcom is so profitable that it can afford to parse out a base annual payout of $14.40 annually to its shareholders -- good enough for a 3% yield. Since the company began paying a dividend a little over 10 years ago, its quarterly payout has grown by more than 5,000%!</p>\n<h2>JD.com</h2>\n<p>The third Nasdaq 100 stock that growth investors can confidently buy hand over fist in August is China-based e-commerce company <b>JD.com</b> (NASDAQ:JD).</p>\n<p>For the past couple of months, China-based tech stocks have come under pressure from the Chinese government for a variety of reasons, including data security and allegations of antitrust violations. Since it's unclear which Chinese tech stocks could fall into the crosshairs of the government's watchful eye, pretty much all China-based growth stocks, including JD.com, have been hammered. But in JD's case, this discount looks like an opportunity.</p>\n<p>Currently, JD slots in as China's second-largest online retailer, behind <b>Alibaba</b> (NYSE:BABA). For those who might recall, Alibaba was hit with a record $2.8 billion antitrust fine by Chinese regulators four months ago. But even though these two are China's largest online retailers, their operating models are very different.</p>\n<p>Alibaba operates as a third-party marketplace, where it essentially acts as the middleman. Meanwhile, JD generates its online revenue almost exclusively as a direct retailer. This means JD handles inventory and logistics, just like <b>Amazon</b>. This added autonomy makes it far less likely that JD will become a target of Chinese regulators.</p>\n<p>And it's not just the rapid growth of online retail in China that should excite investors. JD has been investing in a number of higher-margin ancillary operations that should help lift its profitability and operating cash flow. This includes advertising, healthcare services, and cloud services. The latter is especially exciting, with <b>Cloudflare</b> and JD partnering up in late April. This deal, which will see Cloudflare utilize JD's cloud infrastructure, will create a steady stream of revenue for this high-margin operating segment.</p>\n<p>Although I'd dub JD as the riskiest of the three stocks here, primarily due to geopolitical uncertainty, it's tough to overlook this company's growth potential in the second-largest economy in the world. Paying 30 times forward earnings for a company with a sustainable 20%-plus growth rate is a solid deal for investors.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Nasdaq 100 Stocks to Buy Hand Over Fist in August</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Nasdaq 100 Stocks to Buy Hand Over Fist in August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-11 17:56 GMT+8 <a href=https://www.fool.com/investing/2021/08/11/3-nasdaq-100-stocks-buy-hand-over-fist-in-august/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For the past 12 years, growth stocks have ruled the roost on Wall Street. This isn't a huge surprise given that historically low lending rates and abundant access to capital have allowed fast-paced ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/11/3-nasdaq-100-stocks-buy-hand-over-fist-in-august/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东",".IXIC":"NASDAQ Composite","AVGO":"博通"},"source_url":"https://www.fool.com/investing/2021/08/11/3-nasdaq-100-stocks-buy-hand-over-fist-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158285288","content_text":"For the past 12 years, growth stocks have ruled the roost on Wall Street. This isn't a huge surprise given that historically low lending rates and abundant access to capital have allowed fast-paced companies to borrow in order to hire, acquire, and innovate.\nThe striking outperformance of growth stocks has been readily on display via the Nasdaq 100 -- an index comprised of the 100 largest nonfinancial companies listed on the Nasdaq exchange. Since the trough of the Great Recession on March 9, 2009, the benchmark S&P 500 has gained 556%, whereas the Nasdaq 100 has galloped higher by 1,350%!\nYet, in spite of the Nasdaq 100's clear outperformance over the S&P 500, investors can still find value within the index. The following trio of Nasdaq 100 stocks can be confidently bought hand over fist by investors in August.\nFacebook\nHistorically speaking, when there's any weakness in the FAANG stocks, it's an opportunity for long-term investors to go shopping. That's why social media behemoth Facebook (NASDAQ:FB) stands out as a stock investors can buy hand over fist in August.\nTwo weeks ago, Facebook lifted the hood on its second-quarter operating results and cautioned that revenue growth could slow in the second half of the year. It's a common message we've heard from a number of online and mobile-based companies that benefited immensely from the coronavirus pandemic. However, a quick peek at Facebook's operating data shows no true cause for concern.\nWhen the June quarter came to a close, Facebook recorded 2.9 billion people visiting its namesake site on a monthly basis, as well as 610 million additional unique visitors to WhatsApp and/or Instagram, which Facebook also owns. That's 3.51 billion people (44% of the world's population) visiting a Facebook-owned asset monthly. Advertisers are well aware that there's no social media company on the planet that offers access to more eyeballs than Facebook. This gives the company exceptional ad pricing power.\nAs a shareholder, what I continue to find most impressive about Facebook is the revenue and profit growth it's achieved while only meaningfully monetizing half of its assets. The roughly $54 billion in ad revenue generated on a year-to-date basis comes almost entirely from Facebook and Instagram. Despite being top social destinations, Facebook Messenger and WhatsApp haven't been substantively monetized, as of yet. This gives Facebook another growth gear it can eventually shift into.\nIt would be wise not to overlook Facebook's opportunity in virtual and augmented reality, either. Although the company doesn't break out sales of its Oculus devices, \"Other\" category revenue, which encompasses Oculus, has been soaring this year. Ultimately, Oculus could represent one of the many ways Facebook keeps users within its ecosystem of products and services.\nThe bottom line is that a dominant company with a 20%-plus growth rate shouldn't be valued at a forward price-to-earnings ratio of less than 23. Despite its trillion-dollar market cap, Facebook remains a bargain.\nBroadcom\nAnother Nasdaq 100 stock just begging to be bought in August is semiconductor and infrastructure software solutions provider Broadcom (NASDAQ:AVGO).\nThe single biggest growth driver for Broadcom looks to be the shift to 5G wireless infrastructure. It's been a decade since wireless carriers last made significant upgrades to download speeds. With carriers spending big bucks to update their infrastructure, we're liable to see consumers and businesses undertake a multiyear tech replacement cycle to take advantage of faster download speeds.\nThe reason this is such a positive for Broadcom is that the company generates a majority of its revenue from smartphone components. It develops and supplies original equipment manufacturers with wireless LAN/Bluetooth combination solutions, as well as proximity sensors, amplifiers, and global navigation satellite system receivers, to name a few core solutions. This multiyear upgrade cycle should lead to steady demand and highly predictable cash flow for Broadcom's biggest operating segment.\nThe big data push in the wake of the pandemic is also going to be a major boost to Broadcom's growth potential. Prior to March 2020, we were witnessing a steady shift by businesses to move data into the cloud. But once the pandemic struck, businesses had little choice but to create an online presence and ensure that data was accessible in the cloud, especially with remote workforces. This has substantially boosted data center storage demand.\nWhile Broadcom has industrial and networking applications, it's the role it can play as a provider of connectivity and access chips to data centers that's most intriguing (beyond its smartphone sales). With cloud infrastructure still, arguably, in its early innings of growth, demand for data center infrastructure solutions should remain robust for a long time to come.\nAnd don't overlook Broadcom's exceptional dividend growth. Whereas most tech stocks reinvest a lot of their cash flow back into innovation, Broadcom is so profitable that it can afford to parse out a base annual payout of $14.40 annually to its shareholders -- good enough for a 3% yield. Since the company began paying a dividend a little over 10 years ago, its quarterly payout has grown by more than 5,000%!\nJD.com\nThe third Nasdaq 100 stock that growth investors can confidently buy hand over fist in August is China-based e-commerce company JD.com (NASDAQ:JD).\nFor the past couple of months, China-based tech stocks have come under pressure from the Chinese government for a variety of reasons, including data security and allegations of antitrust violations. Since it's unclear which Chinese tech stocks could fall into the crosshairs of the government's watchful eye, pretty much all China-based growth stocks, including JD.com, have been hammered. But in JD's case, this discount looks like an opportunity.\nCurrently, JD slots in as China's second-largest online retailer, behind Alibaba (NYSE:BABA). For those who might recall, Alibaba was hit with a record $2.8 billion antitrust fine by Chinese regulators four months ago. But even though these two are China's largest online retailers, their operating models are very different.\nAlibaba operates as a third-party marketplace, where it essentially acts as the middleman. Meanwhile, JD generates its online revenue almost exclusively as a direct retailer. This means JD handles inventory and logistics, just like Amazon. This added autonomy makes it far less likely that JD will become a target of Chinese regulators.\nAnd it's not just the rapid growth of online retail in China that should excite investors. JD has been investing in a number of higher-margin ancillary operations that should help lift its profitability and operating cash flow. This includes advertising, healthcare services, and cloud services. The latter is especially exciting, with Cloudflare and JD partnering up in late April. This deal, which will see Cloudflare utilize JD's cloud infrastructure, will create a steady stream of revenue for this high-margin operating segment.\nAlthough I'd dub JD as the riskiest of the three stocks here, primarily due to geopolitical uncertainty, it's tough to overlook this company's growth potential in the second-largest economy in the world. Paying 30 times forward earnings for a company with a sustainable 20%-plus growth rate is a solid deal for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892133883,"gmtCreate":1628642827242,"gmtModify":1633745492982,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Nio..nio..nio..","listText":"Nio..nio..nio..","text":"Nio..nio..nio..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892133883","repostId":"2158475046","repostType":4,"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892198354,"gmtCreate":1628642363878,"gmtModify":1633745500415,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Am in for long term","listText":"Am in for long term","text":"Am in for long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/892198354","repostId":"2158479992","repostType":4,"repost":{"id":"2158479992","kind":"highlight","pubTimestamp":1628601960,"share":"https://www.laohu8.com/m/news/2158479992?lang=&edition=full","pubTime":"2021-08-10 21:26","market":"us","language":"en","title":"What to Expect When Nio Reports Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2158479992","media":"Motley Fool","summary":"NIO reports on Wednesday night. Here's a preview.","content":"<p>Chinese electric-vehicle maker <b>Nio </b>(NYSE:NIO) will report its second-quarter earnings results after the U.S. markets close on Wednesday, Aug. 11. What should we expect?</p>\n<h2>What Wall Street expects</h2>\n<p>Wall Street analysts polled by Thomson Reuters expect Nio to report a loss of $0.11 per American depositary share, on average, on revenue of $1.28 billion. </p>\n<p>That would be a significant improvement from a year ago. In what was a better-than-expected result at the time, Nio lost $0.16 per share on revenue of $526.4 million in the second quarter of 2020.</p>\n<p>One key analyst thinks Nio could do a bit better. Edison Yu of Deutsche Bank, who has covered Nio closely, said in a note ahead of earnings that he expects Nio's results to come in a bit ahead of Wall Street's consensus. Specifically, Yu and his team expect Nio to report a loss of about 0.44 Chinese yuan per share (about $0.07) on revenue of 8.57 billion yuan ($1.32 billion) for the second quarter.</p>\n<p>Yu also expects Nio to share details about its plans for a lower-cost sub-brand during the earnings call. Nio last month hired a former <a href=\"https://laohu8.com/S/WE\">WeWork</a> executive, Ai Tiecheng, who is expected to take charge of that effort.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c3729d679f177c74896b4a720546541\" tg-width=\"700\" tg-height=\"442\" referrerpolicy=\"no-referrer\"><span>Nio's second-quarter deliveries came in near the high end of its guidance, despite the ongoing effects of a global chip shortage. Image source: Nio.</span></p>\n<h2>Highlights of Nio's second quarter</h2>\n<ul>\n <li>Nio delivered 21,896 vehicles in the second quarter, a 112% increase from the year-ago period and near the high end of its guidance range. </li>\n <li>The sales gain came amid a global shortage of semiconductors that has constrained the manufacturing output of many automakers, including Nio.</li>\n <li>Nio's monthly deliveries hit an all-time high in June, when it delivered just over 8,000 vehicles for the first time. </li>\n <li>In May, Nio announced that it has extended its contract with its current manufacturing partner for another three years, and that the partner, state-owned automaker <b>Jianghuai Automobile Group</b> (JAC), has agreed to double its factory's capacity to roughly 20,000 Nios per month.</li>\n</ul>\n<p>Note that while the chip shortage has held Nio's production down to some extent, JAC's factory has the capacity to build 10,000 Nios per month now, following a series of upgrades that were completed earlier this year.</p>\n<h2>What was Nio's guidance for the second quarter?</h2>\n<p>Back in May, Nio said that auto investors should expect the following for the second quarter, taking the effects of the chip shortage into account:</p>\n<ul>\n <li>Deliveries of between 21,000 and 22,000 vehicles, roughly double its Q2 2020 total.</li>\n <li>Total revenue between 8.15 billion Chinese yuan ($1.24 billion) and 8.5 billion yuan ($1.3 billion), up from 3.72 billion yuan in Q2 2020.</li>\n</ul>\n<h2>What should we expect when Nio reports earnings?</h2>\n<p>On the <a href=\"https://laohu8.com/S/AONE.U\">one</a> hand, Nio has struggled a bit with supply line issues in recent months, not only from the chip shortage but also from a shortage of shock absorbers that hurt its output over the last couple of months. (Not only was Nio's July deliveries total down from June, it was beaten -- for the first time -- by both of its local electric-vehicle rivals, <b>Xpeng </b>(NYSE:XPEV) and <b>Li Auto </b>(NASDAQ:LI)). </p>\n<p>On the other hand, CEO William Bin Li and his team have executed quite well over the past year, and that inspires some confidence -- as did the company's success in hitting the higher end of its guidance range for deliveries. </p>\n<p>I'm inclined to think that Nio probably did a good job of keeping costs under control, and that its loss will be somewhat narrower than Wall Street's consensus expectation -- perhaps roughly in line with Edison Yu's upbeat forecast. </p>\n<p>But that said, I also think that investors will be watching Nio's guidance for the rest of 2021 closely, and that guidance may drive the stock price more than the earnings results themselves. We'll find out on Wednesday afternoon. </p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to Expect When Nio Reports Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat to Expect When Nio Reports Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 21:26 GMT+8 <a href=https://www.fool.com/investing/2021/08/10/what-to-expect-when-nio-reports-earnings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese electric-vehicle maker Nio (NYSE:NIO) will report its second-quarter earnings results after the U.S. markets close on Wednesday, Aug. 11. What should we expect?\nWhat Wall Street expects\nWall ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/10/what-to-expect-when-nio-reports-earnings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2021/08/10/what-to-expect-when-nio-reports-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158479992","content_text":"Chinese electric-vehicle maker Nio (NYSE:NIO) will report its second-quarter earnings results after the U.S. markets close on Wednesday, Aug. 11. What should we expect?\nWhat Wall Street expects\nWall Street analysts polled by Thomson Reuters expect Nio to report a loss of $0.11 per American depositary share, on average, on revenue of $1.28 billion. \nThat would be a significant improvement from a year ago. In what was a better-than-expected result at the time, Nio lost $0.16 per share on revenue of $526.4 million in the second quarter of 2020.\nOne key analyst thinks Nio could do a bit better. Edison Yu of Deutsche Bank, who has covered Nio closely, said in a note ahead of earnings that he expects Nio's results to come in a bit ahead of Wall Street's consensus. Specifically, Yu and his team expect Nio to report a loss of about 0.44 Chinese yuan per share (about $0.07) on revenue of 8.57 billion yuan ($1.32 billion) for the second quarter.\nYu also expects Nio to share details about its plans for a lower-cost sub-brand during the earnings call. Nio last month hired a former WeWork executive, Ai Tiecheng, who is expected to take charge of that effort.\nNio's second-quarter deliveries came in near the high end of its guidance, despite the ongoing effects of a global chip shortage. Image source: Nio.\nHighlights of Nio's second quarter\n\nNio delivered 21,896 vehicles in the second quarter, a 112% increase from the year-ago period and near the high end of its guidance range. \nThe sales gain came amid a global shortage of semiconductors that has constrained the manufacturing output of many automakers, including Nio.\nNio's monthly deliveries hit an all-time high in June, when it delivered just over 8,000 vehicles for the first time. \nIn May, Nio announced that it has extended its contract with its current manufacturing partner for another three years, and that the partner, state-owned automaker Jianghuai Automobile Group (JAC), has agreed to double its factory's capacity to roughly 20,000 Nios per month.\n\nNote that while the chip shortage has held Nio's production down to some extent, JAC's factory has the capacity to build 10,000 Nios per month now, following a series of upgrades that were completed earlier this year.\nWhat was Nio's guidance for the second quarter?\nBack in May, Nio said that auto investors should expect the following for the second quarter, taking the effects of the chip shortage into account:\n\nDeliveries of between 21,000 and 22,000 vehicles, roughly double its Q2 2020 total.\nTotal revenue between 8.15 billion Chinese yuan ($1.24 billion) and 8.5 billion yuan ($1.3 billion), up from 3.72 billion yuan in Q2 2020.\n\nWhat should we expect when Nio reports earnings?\nOn the one hand, Nio has struggled a bit with supply line issues in recent months, not only from the chip shortage but also from a shortage of shock absorbers that hurt its output over the last couple of months. (Not only was Nio's July deliveries total down from June, it was beaten -- for the first time -- by both of its local electric-vehicle rivals, Xpeng (NYSE:XPEV) and Li Auto (NASDAQ:LI)). \nOn the other hand, CEO William Bin Li and his team have executed quite well over the past year, and that inspires some confidence -- as did the company's success in hitting the higher end of its guidance range for deliveries. \nI'm inclined to think that Nio probably did a good job of keeping costs under control, and that its loss will be somewhat narrower than Wall Street's consensus expectation -- perhaps roughly in line with Edison Yu's upbeat forecast. \nBut that said, I also think that investors will be watching Nio's guidance for the rest of 2021 closely, and that guidance may drive the stock price more than the earnings results themselves. We'll find out on Wednesday afternoon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801495206,"gmtCreate":1627526548405,"gmtModify":1633764102344,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089612074657270","authorIdStr":"4089612074657270"},"themes":[],"htmlText":"Retail investor to rescue ","listText":"Retail investor to rescue ","text":"Retail investor to rescue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801495206","repostId":"2155027927","repostType":2,"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":892198354,"gmtCreate":1628642363878,"gmtModify":1633745500415,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089612074657270","idStr":"4089612074657270"},"themes":[],"htmlText":"Am in for long term","listText":"Am in for long term","text":"Am in for long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/892198354","repostId":"2158479992","repostType":4,"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801495206,"gmtCreate":1627526548405,"gmtModify":1633764102344,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089612074657270","idStr":"4089612074657270"},"themes":[],"htmlText":"Retail investor to rescue ","listText":"Retail investor to rescue ","text":"Retail investor to rescue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801495206","repostId":"2155027927","repostType":2,"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895313434,"gmtCreate":1628723925928,"gmtModify":1633744909044,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089612074657270","idStr":"4089612074657270"},"themes":[],"htmlText":"Go nio","listText":"Go nio","text":"Go nio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895313434","repostId":"1106699544","repostType":2,"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830020618,"gmtCreate":1628994465334,"gmtModify":1633688105871,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089612074657270","idStr":"4089612074657270"},"themes":[],"htmlText":"Good read up.. thanks for sharing","listText":"Good read up.. thanks for sharing","text":"Good read up.. thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/830020618","repostId":"2159214569","repostType":4,"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839231616,"gmtCreate":1629160296235,"gmtModify":1631888517071,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089612074657270","idStr":"4089612074657270"},"themes":[],"htmlText":"Splunk - expensive costs and I see firms moving to open source - ELK.. for less critical workloads","listText":"Splunk - expensive costs and I see firms moving to open source - ELK.. for less critical workloads","text":"Splunk - expensive costs and I see firms moving to open source - ELK.. for less critical workloads","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/839231616","repostId":"2159223274","repostType":4,"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892133883,"gmtCreate":1628642827242,"gmtModify":1633745492982,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089612074657270","idStr":"4089612074657270"},"themes":[],"htmlText":"Nio..nio..nio..","listText":"Nio..nio..nio..","text":"Nio..nio..nio..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892133883","repostId":"2158475046","repostType":4,"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839290121,"gmtCreate":1629159760863,"gmtModify":1631884708513,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089612074657270","idStr":"4089612074657270"},"themes":[],"htmlText":"Most of TESLA cars have got Nvidia chips but this article refers to AMD.. if someone has stats, pls share. Am keeping a close watch on AMD to buy on dips..","listText":"Most of TESLA cars have got Nvidia chips but this article refers to AMD.. if someone has stats, pls share. Am keeping a close watch on AMD to buy on dips..","text":"Most of TESLA cars have got Nvidia chips but this article refers to AMD.. if someone has stats, pls share. Am keeping a close watch on AMD to buy on dips..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839290121","repostId":"2159634222","repostType":4,"isVote":1,"tweetType":1,"viewCount":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830284383,"gmtCreate":1629076000742,"gmtModify":1633687617972,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089612074657270","idStr":"4089612074657270"},"themes":[],"htmlText":"Detailed analysis.. thanks for sharing.. why would NV & arm deal fail to close ?","listText":"Detailed analysis.. thanks for sharing.. why would NV & arm deal fail to close ?","text":"Detailed analysis.. thanks for sharing.. why would NV & arm deal fail to close ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830284383","repostId":"1138705612","repostType":4,"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895336163,"gmtCreate":1628723609152,"gmtModify":1633744915674,"author":{"id":"4089612074657270","authorId":"4089612074657270","name":"ramssg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089612074657270","idStr":"4089612074657270"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895336163","repostId":"2158285288","repostType":4,"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}