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2022-01-06

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2021-12-21

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2021-12-08

[强] [强] [美金]

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2021-12-07

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2021-12-03

Buy

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2021-12-02

Great. Lets hit at $200

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2021-12-01

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5 Top Stocks To Buy in December

2021-11-30

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2021-11-24

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2021-11-23

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Lucid Motors Is Set Up To Surpass Tesla

2021-11-17

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[强] [美金]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602346296","repostId":"1150685913","repostType":4,"isVote":1,"tweetType":1,"viewCount":989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606235960,"gmtCreate":1638883312023,"gmtModify":1638883312023,"author":{"id":"4096354508828290","authorId":"4096354508828290","name":"ScorpionKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good&nbsp;[强]&nbsp;","listText":"Good&nbsp;[强]&nbsp;","text":"Good [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606235960","repostId":"2189420631","repostType":4,"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601151102,"gmtCreate":1638500443615,"gmtModify":1638500443615,"author":{"id":"4096354508828290","authorId":"4096354508828290","name":"ScorpionKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601151102","repostId":"1115803962","repostType":4,"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603712783,"gmtCreate":1638452181297,"gmtModify":1638452181297,"author":{"id":"4096354508828290","authorId":"4096354508828290","name":"ScorpionKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great. Lets hit at $200","listText":"Great. Lets hit at $200","text":"Great. Lets hit at $200","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603712783","repostId":"2188518416","repostType":2,"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603361604,"gmtCreate":1638367432701,"gmtModify":1638367432824,"author":{"id":"4096354508828290","authorId":"4096354508828290","name":"ScorpionKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603361604","repostId":"2188568514","repostType":4,"repost":{"id":"2188568514","pubTimestamp":1638365160,"share":"https://www.laohu8.com/m/news/2188568514?lang=&edition=full","pubTime":"2021-12-01 21:26","market":"us","language":"en","title":"5 Top Stocks To Buy in December","url":"https://stock-news.laohu8.com/highlight/detail?id=2188568514","media":"Motley Fool","summary":"The weather is turning colder, but these stocks could heat up your portfolio.","content":"<p>Earnings season is in the rearview mirror, and the holiday season is afoot. Warnings of a new Covid variant are rocking markets again, as are threats of a tightening monetary policy. The stock market may be uncertain, but there are still plenty of opportunities for savvy investors.</p>\n<p>If you're looking for new ideas, keep reading to see why our writers recommend <b>Teladoc&nbsp;</b>(NYSE:TDOC), <b>Duolingo&nbsp;</b>(NASDAQ:DUOL),&nbsp;<b>AT&amp;T&nbsp;</b>(NYSE:T),&nbsp;<b><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> </b>(NASDAQ:MELI) and&nbsp;<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications </b>(Nasdaq: ZM)&nbsp;as top stocks to buy in December.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5020cd3e804f600834231b1bf84608f\" tg-width=\"700\" tg-height=\"356\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>Omicron short term, disruptor long term</h2>\n<p><b>Keith Speights (Teladoc Health)</b>: There's a good chance that the omicron variant will be the most important factor affecting the stock market in December. If that's the case, Teladoc Health is likely to be one of the biggest winners over the short term.</p>\n<p>Teladoc's shares skyrocketed last year as the COVID-19 pandemic fueled a massive acceleration in the use of telehealth. I don't think that the widespread lockdowns of 2020 will return. However, as long as there is uncertainty about the omicron variant, Teladoc is likely to benefit.</p>\n<p>But I don't view Teladoc as merely a short-term play. Over the long term, I think that the company will be an exciting disruptor of healthcare. Actually, it already is.</p>\n<p>More than half of the Fortune 500 have signed up with Teladoc. They've turned to the company's virtual care services because of lower costs and greater convenience for patients. Those advantages won't disappear once the pandemic is over.</p>\n<p>Teladoc's acquisition of Livongo Health puts the company in the driver's seat in digital chronic disease management. Its new Primary 360 product should make Teladoc an even more formidable competitor in virtual care. Primary360 allows individuals to select a primary care provider that they see virtually, and with whom they can develop an ongoing relationship.</p>\n<p>The adoption of virtual care is still only in its early stages. I think that Teladoc could easily deliver a 5X return or more over the next decade.</p>\n<h2>Yo quiero comprar esta acción</h2>\n<p><b>Anders Bylund (Duolingo):</b> Language-learning service operator <b>Duolingo</b> (NASDAQ:DUOL) has hardly missed a step in the last three months. The company added a couple of high-powered names to its executive suite and delivered year-end guidance far above Wall Street's expectations. Sure enough, the stock rose from $120 per share in late August to $202 in the second half of September.</p>\n<p>...and then Duolingo fell into Wall Street's bargain bin. The stock is now back where it was three months ago, and I think the buying window is wide open.</p>\n<p>The business is firing on every available cylinder. Subscription revenues rose by 42% year over year in the third quarter. Advertising sales also jumped 34% higher. The company's \"other\" revenues, mainly related to in-app purchases, scored a 179% sales boost. And the future looks even brighter. Bookings increased by 57%, indicating a growing trend in subscription-based sales.</p>\n<p>That's not all. Duolingo has much bigger plans for its education and tutoring services, far beyond its current niche in teaching foreign languages. The company's mission is to \"develop the best education in the world and make it universally available.\" You should expect the company to start making those moves soon.</p>\n<p>\"We made strong progress on our mission this past quarter, and we have exciting plans for the future,\" said co-founder and CEO Luis von Ahn in the third-quarter earnings call. \"I plan to devote my life to this mission.\"</p>\n<p>Furthermore, Duolingo now has an official head of animation and scripted content. Linda Simensky, former content development chief at PBS Kids, is already sketching out animated shows featuring Duolingo's cast of characters. I expect a serious marketing push to go along with her content development efforts.</p>\n<p>And you can buy into this ambitious plan of world domination at a 42% discount from September's highs. I think we'll eventually look back at Duolingo's $4.6 billion market cap in the fall of 2021 and call it quaintly small. This stock has a lot of growing left to do, and it trades at a reasonable price right now.</p>\n<h2>Extreme pessimism</h2>\n<p><b>Tim Green (AT&amp;T)</b>: Telecom giant AT&amp;T has spent the past six years making costly mistakes. In an ill-fated attempt to transform itself into an entertainment conglomerate, AT&amp;T racked up debt by pouring tens of billions of dollars into questionable acquisitions.</p>\n<p>AT&amp;T spent $67 billion, including assumed debt, on DirecTV in 2015. After years of shedding subscribers, the company offloaded DirecTV at a fraction of what it paid in a private equity deal earlier this year. The $109 billion acquisition of Time Warner, which closed in 2018 after a long battle with regulators, is set to come to a similar end. Time Warner, now called WarnerMedia, will be merged with <b>Discovery</b> (NASDAQ:DISCA) by mid-2022.</p>\n<p>AT&amp;T and its shareholders would have been better off if the company hadn't embarked on its failed foray into the media business. But if you're investing in AT&amp;T today, you're not buying those past mistakes. You're buying a cash-cow telecom business that will soon be free from distractions, along with a piece of a new content company that should be a major player in the streaming market.</p>\n<p>AT&amp;T expects to generate around $20 billion of free cash flow annually once the deal closes. The company is currently valued around $170 billion, a pessimistic valuation to say the least. The new content company expects to produce around $8 billion in annual free cash flow starting in 2023.</p>\n<p>These estimates could certainly be overly optimistic. The latter assumes $3 billion in cost synergies, which should always be taken with a grain of salt. But even if they are off base, AT&amp;T's stock has been beaten down so much that the downside looks limited. With AT&amp;T, you get a telecom giant gushing cash and, next year, a portion of a streaming giant with a vast catalog of content. It looks like a pretty good bet to me.</p>\n<h2>Another way to play the holiday season</h2>\n<p><b>Jeremy Bowman (MercadoLibre):&nbsp;</b>December marks the busiest time of year for retailers and other consumer-facing businesses, and that phenomenon extends beyond the U.S. into Latin America and elsewhere.</p>\n<p>That's one reason to consider MercadoLibre, a Latin American e-commerce and digital payments giant, which is benefiting from a number of tailwinds, including the boom in its core businesses sparked by the coronavirus pandemic. The fourth quarter is typically the company's strongest of the year, yet the stock is trading at a 52-week-lows for no good reason other than the broader sell-off in growth stocks amid fears of tightening monetary policy and rising interest rates, which make growth stocks less attractive.</p>\n<p>However, MercadoLibre's third quarter shows why the stock is so attractive, especially at its current valuation. Gross merchandise volume (GMV) increased 30% year over year on a currency-neutral basis to $7.3 billion, while currency-neutral revenue jumped 73% to $1.9 billion. At the same time, earnings per share jumped from $0.28 to $1.92 year over year, showing that the business is rapidly gaining scale.</p>\n<p>MercadoLibre looks particularly appealing at the current price because the company is becoming much more than an e-commerce business. In addition to Mercado Pago, its digital payments product, it also had fast-growing businesses in logistics with Mercado Envios, financing with Mercado Credito, and an asset management arm, Mercado Fondo. Altogether, it shows a company building an impressive network of businesses that reinforce each other and build the company's competitive advantages.</p>\n<p>MercadoLibre has been a longtime winner on the stock market, and taking advantage of this dip should reward investors once again.</p>\n<h2>A fallen angel</h2>\n<p><b>Brian Feroldi (Zoom Video Communications)</b>: Companies that benefited from stay-at-home orders <i>soared</i> in 2020. No company illustrates that point better than <b>Zoom Video Communications </b>(NASDAQ:ZM). Shares of the leading video communication platform skyrocketed more than 395% during the year. However, investors have been fleeing from stocks that benefited from COVID throughout 2021. That mass sell-off has crushed Zoom's stock and put its shares in the bargain bin. I think that's providing investors with an opportune time to get in.</p>\n<p>Zoom's recent quarterly results show that its high-growth days are far from over. Zoom's revenue grew 35% year over year in the third quarter to $1.05 billion. Better yet, its margins expanded across the board. That allowed its adjusted earnings per share to jump 68% to $1.11. Clearly, the reopening of the world hasn't been bad for businesses.</p>\n<p>If that wasn't impressive enough, Zoom also raised its full-year guidance. Management now expects revenue to land between $4.079 billion to $4.081 billion (up from $4.005 billion to $4.015 billion). This represents more than 50% growth from 2020. What's more, Wall Street expects Zoom's revenue to grow another 16% in 2022. These numbers tell me that the bull case for owning Zoom's stock is hardly firmly intact.</p>\n<p>There's no doubt in my mind that Zoom's growth will continue to slow in the coming years, but I also firmly believe that flex work is here to stay. That means that the long-term demand for high-quality video software will remain strong for years. As a leader in the field, Zoom looks poised to benefit from that mega-trend.</p>\n<p>Meanwhile, Zoom's stock has fallen so much that its valuation is finally looking reasonable. Shares are trading for less than 45 times next year's adjusted earnings estimates, and under 18 times sales. While these numbers might not look classically \"cheap\", I think they are a bargain price to pay for a high-quality business.</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>5 Top Stocks To Buy in December</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\">\n5 Top Stocks To Buy in December\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-01 21:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/01/5-top-stocks-to-buy-in-december/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earnings season is in the rearview mirror, and the holiday season is afoot. Warnings of a new Covid variant are rocking markets again, as are threats of a tightening monetary policy. The stock market ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/01/5-top-stocks-to-buy-in-december/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom","BK4548":"巴美列捷福持仓","DISCA":"探索传播","BK4528":"SaaS概念","BK4539":"次新股","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4167":"医疗保健技术","BK4535":"淡马锡持仓","DUOL":"多邻国","BK4567":"ESG概念","BK4204":"教育服务","BK4550":"红杉资本持仓","BK4115":"综合电信业务","BK4552":"Archegos爆仓风波概念","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","TDOC":"Teladoc Health Inc.","BK4504":"桥水持仓","MELI":"MercadoLibre","BK4505":"高瓴资本持仓","T":"美国电话电报","BK4125":"广播"},"source_url":"https://www.fool.com/investing/2021/12/01/5-top-stocks-to-buy-in-december/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188568514","content_text":"Earnings season is in the rearview mirror, and the holiday season is afoot. Warnings of a new Covid variant are rocking markets again, as are threats of a tightening monetary policy. The stock market may be uncertain, but there are still plenty of opportunities for savvy investors.\nIf you're looking for new ideas, keep reading to see why our writers recommend Teladoc (NYSE:TDOC), Duolingo (NASDAQ:DUOL), AT&T (NYSE:T), MercadoLibre (NASDAQ:MELI) and Zoom Video Communications (Nasdaq: ZM) as top stocks to buy in December.\nImage source: Getty Images.\nOmicron short term, disruptor long term\nKeith Speights (Teladoc Health): There's a good chance that the omicron variant will be the most important factor affecting the stock market in December. If that's the case, Teladoc Health is likely to be one of the biggest winners over the short term.\nTeladoc's shares skyrocketed last year as the COVID-19 pandemic fueled a massive acceleration in the use of telehealth. I don't think that the widespread lockdowns of 2020 will return. However, as long as there is uncertainty about the omicron variant, Teladoc is likely to benefit.\nBut I don't view Teladoc as merely a short-term play. Over the long term, I think that the company will be an exciting disruptor of healthcare. Actually, it already is.\nMore than half of the Fortune 500 have signed up with Teladoc. They've turned to the company's virtual care services because of lower costs and greater convenience for patients. Those advantages won't disappear once the pandemic is over.\nTeladoc's acquisition of Livongo Health puts the company in the driver's seat in digital chronic disease management. Its new Primary 360 product should make Teladoc an even more formidable competitor in virtual care. Primary360 allows individuals to select a primary care provider that they see virtually, and with whom they can develop an ongoing relationship.\nThe adoption of virtual care is still only in its early stages. I think that Teladoc could easily deliver a 5X return or more over the next decade.\nYo quiero comprar esta acción\nAnders Bylund (Duolingo): Language-learning service operator Duolingo (NASDAQ:DUOL) has hardly missed a step in the last three months. The company added a couple of high-powered names to its executive suite and delivered year-end guidance far above Wall Street's expectations. Sure enough, the stock rose from $120 per share in late August to $202 in the second half of September.\n...and then Duolingo fell into Wall Street's bargain bin. The stock is now back where it was three months ago, and I think the buying window is wide open.\nThe business is firing on every available cylinder. Subscription revenues rose by 42% year over year in the third quarter. Advertising sales also jumped 34% higher. The company's \"other\" revenues, mainly related to in-app purchases, scored a 179% sales boost. And the future looks even brighter. Bookings increased by 57%, indicating a growing trend in subscription-based sales.\nThat's not all. Duolingo has much bigger plans for its education and tutoring services, far beyond its current niche in teaching foreign languages. The company's mission is to \"develop the best education in the world and make it universally available.\" You should expect the company to start making those moves soon.\n\"We made strong progress on our mission this past quarter, and we have exciting plans for the future,\" said co-founder and CEO Luis von Ahn in the third-quarter earnings call. \"I plan to devote my life to this mission.\"\nFurthermore, Duolingo now has an official head of animation and scripted content. Linda Simensky, former content development chief at PBS Kids, is already sketching out animated shows featuring Duolingo's cast of characters. I expect a serious marketing push to go along with her content development efforts.\nAnd you can buy into this ambitious plan of world domination at a 42% discount from September's highs. I think we'll eventually look back at Duolingo's $4.6 billion market cap in the fall of 2021 and call it quaintly small. This stock has a lot of growing left to do, and it trades at a reasonable price right now.\nExtreme pessimism\nTim Green (AT&T): Telecom giant AT&T has spent the past six years making costly mistakes. In an ill-fated attempt to transform itself into an entertainment conglomerate, AT&T racked up debt by pouring tens of billions of dollars into questionable acquisitions.\nAT&T spent $67 billion, including assumed debt, on DirecTV in 2015. After years of shedding subscribers, the company offloaded DirecTV at a fraction of what it paid in a private equity deal earlier this year. The $109 billion acquisition of Time Warner, which closed in 2018 after a long battle with regulators, is set to come to a similar end. Time Warner, now called WarnerMedia, will be merged with Discovery (NASDAQ:DISCA) by mid-2022.\nAT&T and its shareholders would have been better off if the company hadn't embarked on its failed foray into the media business. But if you're investing in AT&T today, you're not buying those past mistakes. You're buying a cash-cow telecom business that will soon be free from distractions, along with a piece of a new content company that should be a major player in the streaming market.\nAT&T expects to generate around $20 billion of free cash flow annually once the deal closes. The company is currently valued around $170 billion, a pessimistic valuation to say the least. The new content company expects to produce around $8 billion in annual free cash flow starting in 2023.\nThese estimates could certainly be overly optimistic. The latter assumes $3 billion in cost synergies, which should always be taken with a grain of salt. But even if they are off base, AT&T's stock has been beaten down so much that the downside looks limited. With AT&T, you get a telecom giant gushing cash and, next year, a portion of a streaming giant with a vast catalog of content. It looks like a pretty good bet to me.\nAnother way to play the holiday season\nJeremy Bowman (MercadoLibre): December marks the busiest time of year for retailers and other consumer-facing businesses, and that phenomenon extends beyond the U.S. into Latin America and elsewhere.\nThat's one reason to consider MercadoLibre, a Latin American e-commerce and digital payments giant, which is benefiting from a number of tailwinds, including the boom in its core businesses sparked by the coronavirus pandemic. The fourth quarter is typically the company's strongest of the year, yet the stock is trading at a 52-week-lows for no good reason other than the broader sell-off in growth stocks amid fears of tightening monetary policy and rising interest rates, which make growth stocks less attractive.\nHowever, MercadoLibre's third quarter shows why the stock is so attractive, especially at its current valuation. Gross merchandise volume (GMV) increased 30% year over year on a currency-neutral basis to $7.3 billion, while currency-neutral revenue jumped 73% to $1.9 billion. At the same time, earnings per share jumped from $0.28 to $1.92 year over year, showing that the business is rapidly gaining scale.\nMercadoLibre looks particularly appealing at the current price because the company is becoming much more than an e-commerce business. In addition to Mercado Pago, its digital payments product, it also had fast-growing businesses in logistics with Mercado Envios, financing with Mercado Credito, and an asset management arm, Mercado Fondo. Altogether, it shows a company building an impressive network of businesses that reinforce each other and build the company's competitive advantages.\nMercadoLibre has been a longtime winner on the stock market, and taking advantage of this dip should reward investors once again.\nA fallen angel\nBrian Feroldi (Zoom Video Communications): Companies that benefited from stay-at-home orders soared in 2020. No company illustrates that point better than Zoom Video Communications (NASDAQ:ZM). Shares of the leading video communication platform skyrocketed more than 395% during the year. However, investors have been fleeing from stocks that benefited from COVID throughout 2021. That mass sell-off has crushed Zoom's stock and put its shares in the bargain bin. I think that's providing investors with an opportune time to get in.\nZoom's recent quarterly results show that its high-growth days are far from over. Zoom's revenue grew 35% year over year in the third quarter to $1.05 billion. Better yet, its margins expanded across the board. That allowed its adjusted earnings per share to jump 68% to $1.11. Clearly, the reopening of the world hasn't been bad for businesses.\nIf that wasn't impressive enough, Zoom also raised its full-year guidance. Management now expects revenue to land between $4.079 billion to $4.081 billion (up from $4.005 billion to $4.015 billion). This represents more than 50% growth from 2020. What's more, Wall Street expects Zoom's revenue to grow another 16% in 2022. These numbers tell me that the bull case for owning Zoom's stock is hardly firmly intact.\nThere's no doubt in my mind that Zoom's growth will continue to slow in the coming years, but I also firmly believe that flex work is here to stay. That means that the long-term demand for high-quality video software will remain strong for years. As a leader in the field, Zoom looks poised to benefit from that mega-trend.\nMeanwhile, Zoom's stock has fallen so much that its valuation is finally looking reasonable. Shares are trading for less than 45 times next year's adjusted earnings estimates, and under 18 times sales. While these numbers might not look classically \"cheap\", I think they are a bargain price to pay for a high-quality business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609251982,"gmtCreate":1638287674748,"gmtModify":1638287674748,"author":{"id":"4096354508828290","authorId":"4096354508828290","name":"ScorpionKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609251982","repostId":"2187305219","repostType":4,"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874869275,"gmtCreate":1637758476066,"gmtModify":1637758476066,"author":{"id":"4096354508828290","authorId":"4096354508828290","name":"ScorpionKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874869275","repostId":"1199806578","repostType":4,"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875577063,"gmtCreate":1637676180210,"gmtModify":1637676180335,"author":{"id":"4096354508828290","authorId":"4096354508828290","name":"ScorpionKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Gogo Lucid","listText":"Gogo Lucid","text":"Gogo Lucid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875577063","repostId":"1170981862","repostType":4,"repost":{"id":"1170981862","pubTimestamp":1637656549,"share":"https://www.laohu8.com/m/news/1170981862?lang=&edition=full","pubTime":"2021-11-23 16:35","market":"us","language":"en","title":"Lucid Motors Is Set Up To Surpass Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1170981862","media":"seekingalpha","summary":"First-movers are often assumed to carry a lasting advantage. This is not the case and, especially with the EV market, the first-mover advantage is not a powerful long-term asset.Tesla’s success has made Lucid’s challenge far more effective than it otherwise would’ve been, creating a market for the car and the investor interest required to fund the company.Lucid looks to be a far more nimble company than Tesla, allowing it to take the industry’s rapid evolution in stride, with a superior vehicle ","content":"<p>Summary</p>\n<ul>\n <li>First-movers are often assumed to carry a lasting advantage. This is not the case and, especially with the EV market, the first-mover advantage is not a powerful long-term asset.</li>\n <li>Tesla’s success has made Lucid’s challenge far more effective than it otherwise would’ve been, creating a market for the car and the investor interest required to fund the company.</li>\n <li>Lucid looks to be a far more nimble company than Tesla, allowing it to take the industry’s rapid evolution in stride, with a superior vehicle platform.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/876e502aba19c09f0db1a83835e9bcd9\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\"><span>Spencer Platt/Getty Images News</span></p>\n<p>Lucid Motors (LCID) only recently began delivering its first vehicles to customers, yet it has&nbsp;already received&nbsp;the laurels of MotorTrend’s 2022 Car of the Year. The vehicle’sindustry-leading drivetrain technology, great design, and solid build quality earned it that title. Yet, Tesla (TSLA) remains the king of the EV. Of course, one car with limited volume isn’t going to change anything, though that’s not the way things are set to stay.I wrote on Lucid’s growth prospects&nbsp;some time ago, so that’s not the focus of today’s article. Instead, I’m here to discuss why Lucid Motors is well-positioned to surpass Tesla due to a rapidly eroding first-mover advantage. In&nbsp;an article on TeslaI published earlier this year, I discussed how the brand’s cache is already starting to slip. While we can sit here and debate that General Motors (GM) was actually the first EV manufacturer with its EV1 back in the ’90s, I think we all know that Tesla really earned that title. This article will discuss why that may not be such a good thing.</p>\n<p>The First-Mover Fallacy</p>\n<p>Oftentimes, the first-mover in a major new market is identified as said market’s future leader. It’s easy to see why, as they’re often associated with the market that they’ve created. Yet, think web browser and you probably think of Alphabet’s (GOOG) Google Chrome. Think of email, you’re again most likely going to think of a Google product -- this time Gmail. Social media? Facebook (FB). Cell phone? iPhone. You get the idea. What’s one thing all of these different products have in common? None of them were the first to market. Yet, despite this, they’ve all become the pinnacle of each of their respective markets.</p>\n<p>So, the big question is “Why?” Why are none of these transformative first-movers the leaders of their industry? Well, there’s not really one blanket answer.A 2005 publication&nbsp;to The Harvard Business Review discusses the idea of this fallacy.</p>\n<blockquote>\n “But for every academic study proving that first-mover advantages exist, there is a study proving they do not. While some well-known first-movers, such as Gillette in safety razors and Sony in personal stereos, have enjoyed considerable success, others, such as Xerox in fax machines and eToys in Internet retailing, have failed. We have found that the differences in outcome are not random—that first-mover status can confer advantages, but it does not do so categorically. Much depends on the circumstances in which it is sought.”\n</blockquote>\n<p>I find this last sentence to be particularly powerful, as every industry is vastly different and allows for alternate outcomes. There will always be some level of unpredictability, dumb luck if you will, though The Harvard Business Review identified two factors that seem to reliably indicate whether or not the first-mover advantage will last. “The pace at which the technology of the product in question is evolving and the pace at which the market for that product is expanding” are these two critical factors.</p>\n<p>The rate of innovation in the EV sector is currently one of the most impressive global efforts I’ve ever seen, as is the rate at which the market is expanding.Since 2015, global sales of EVs have grown at an average rate of 50%. Yet, this is heating up. Global EV sales in 2021are expected&nbsp;to rise 83% over last year, increasing the rate of adoption as more options flood the market. In order for first-movers to be successful, there needs to be substantial interest in the market. This plays into Tesla’s hands. However, the extreme level of growth in the market necessitates more competition. This opens the door for others to combat Tesla.</p>\n<p>Let’s come back to the idea of rapid innovation as well. Companies likeNano One(OTCPK:NNOMF) andSES(IVAN), both of which I’ve covered, are looking to introduce industry-shifting innovations. They’re not alone either. CATL, a Chinese battery producer, is&nbsp;on the verge&nbsp;of becoming the country’s second-largest company. CATL&nbsp;is on pace&nbsp;to spend nearly $1 billion on R&amp;D this year, up 115% over the first half of last year. In this market of rapid innovation, it is nigh on impossible for any one company to stay at the forefront.</p>\n<p>The EV industry has failed what The Harvard Business review deemed the two most important litmus tests in determining whether a first-mover truly has any advantage. Not great news for the incumbent leader, Tesla. Though, I argue that there is more that can bring down the power of a first-mover. Complacency can create opportunities for others to thrive. In the next section, I will discuss how Tesla’s complacency, as well as a few other factors, mean that there are more reasons than a highly innovative and quickly-growing market for Tesla to fall.</p>\n<p>Where Tesla’s Faltering</p>\n<p>I think that there’s no question Lucid owes a majority of its early success to Tesla. Tesla essentially created the market for Lucid and, maybe even more importantly, got investors to pay attention to them. All of that attention&nbsp;allowed Lucid Motors&nbsp;to raise $4.4 billion in its SPAC merger with Churchill Capital. That money was enough for Lucid to bring the Air to market, continue development work on its SUV, and expand its production footprint. That’s something that Tesla never had and will be immensely powerful for Lucid Motors. Now, I’m not saying that Lucid has an easy road to mass production, far from it, but there’s no question that it’s easier than Tesla’s was. This is the first stage in which Lucid is benefiting from Tesla’s prior struggles.</p>\n<p>Though, a good start means nothing if the company can’t build on it. This is where I believe that Tesla is simply holding the door open for Lucid Motors. Tesla has seemingly become lazy and no longer has that fire to continue innovating. I can’t say I blame them, they’ve got several years on their closest competition and their cars are some of the best in the category. Well, perhaps before the Air came to market.</p>\n<p>The quality control issues&nbsp;that plagued Tesla&nbsp;in its early days were an issue, though forgivable given the company’s tumultuous path to production. Yet, there are still&nbsp;a number of reports&nbsp;concerning poor build quality. These issues&nbsp;are even present&nbsp;on the company’s $130,000 Model S Plaid. At this point, these issues are inexcusable. Especially on a $130,000 car. Lucid&nbsp;has worked hard&nbsp;to make sure it avoided making the same mistakes, even delaying initial production to do so, and&nbsp;it’s paid off. We’ll have to wait and see if a larger sample size produces the same result but, so far, the quality of the Air looks to be on par with its luxury price tag.</p>\n<p>The other major area that Tesla seems to be lacking in is powertrain development. Having just released a car that goes 0-60 in less than two seconds, this may seem like a bit of an unjustified claim. But that’s not the only way to measure the capability of a powertrain. In&nbsp;an older article, I reviewed the quality of Lucid’s core product offering. That article focused on its powertrain efficiency. The Air is capable of&nbsp;up to 520 miles of range, at an efficiency of 4.64 miles/kWh (the electric equivalent to miles/gallon). Granted, this is for the company’s Grand Touring trim,which costs a whopping $139,000. The base version of the Air, which costs $77,400, has an efficiency of 5.41 miles/kWh, traveling 406 miles on a single charge (using an estimated battery size of75 kWh). Tesla’s Long Range Model S, which travels412 miles&nbsp;on a single charge, is Tesla’s most efficient vehicle with an efficiency of 4.12 miles/kWh. I’m not going to get into the specifics on how this was achieved, as this was all explained in&nbsp;that previous article. For our purposes here, it’s just important to understand that it&nbsp;<i>was</i>&nbsp;done.</p>\n<p>Now, it’s easy to point to Tesla’s batteries and say that they’re the most advanced in the world. I wouldn’t argue with you there, though I’m not sure that’ll be the case for very long. It’s already becoming far less obvious than it once was, as improvements become increasingly more iterative and less significant. Essentially, Tesla’s stuck making small incremental changes while its competitors, which once were far behind, have had the chance to catch up. The company hopes that its new 4680 cells will give it the next big leap, but I think they’re moving in the wrong direction. Below is a visual representation, a top-down view of what a Tesla battery pack looks like.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfb24c19eee013cc09407af804bcfc65\" tg-width=\"757\" tg-height=\"521\" referrerpolicy=\"no-referrer\"><span>Source: Author’s Creation</span></p>\n<p>All of the red space you see is wasted space. Trying to fit a bunch of cylinders in a rectangular container is always going to be inefficient. Hence, from a volumetric density perspective, the prismatic cell architecture is superior. In vehicles, where space is a premium, volumetric density is a critical performance benchmark. Though, I think that this speaks to a larger issue in Tesla’s battery cell development. Ina previous article, I discussed how Tesla’s batteries are becoming a liability. The company’s unwillingness to consider lithium metal batteries as the next generation of lithium-ion batteries could see the company’s battery advantage completely erode by the end of the decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9f51e943a3340831639c2db1513cc4a\" tg-width=\"1280\" tg-height=\"486\" referrerpolicy=\"no-referrer\"><span>Source:C&amp;EN</span></p>\n<p>The fact that Lucid isn’t reliant upon their own battery technology means that it is far more nimble during this time of significant battery iteration. As noted in the above section, the EV industry is likely to be driven by a series of disruptive technologies through the foreseeable future, and a company that is easily able to consistently pivot to these disruptive technologies has a better chance of staying on top of the market. To give Tesla credit, its cells are some of the best on the market. However, it’s hard to stay at the top of two different fields, car design and battery design, and the desire to do so often results in failure. The fact that Lucid walloped Tesla in drivetrain efficiency speaks to the fact that Tesla is no longer engineering the best electric vehicles and all signs point to Tesla’s battery advantage dwindling.</p>\n<p>Investor Takeaway</p>\n<p>Look, I don’t think that Tesla, or Lucid Motors for that matter, should be valued close to where they are today but the fact of the matter is that they are. If Lucid will ultimately be the stronger of the two, take that as you will. I won’t pretend that I can predict the flow of the market with companies like Tesla and Lucid, which trade so far removed from any fundamentals, but I do think that time will prove that Lucid is the better of the two companies.</p>\n<p>Ignoring share prices, Lucid Motors is gearing up for some pretty extreme growth. The company has a lot of cash on hand and is using it to invest in growing its production and product offerings. Similar to Tesla, Lucid plans to introduce mass-market vehicles after its niche offerings begin generating capital and brand awareness. As the disclosure below notes, I own shares of Lucid Motors. This may seem strange, as I just said that their fundamentals don’t come close to justifying their valuation. Though, when shares were under $20, it was far more appealing. To be completely honest, at this stage, I’m just holding to see where it goes.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lucid Motors Is Set Up To Surpass Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLucid Motors Is Set Up To Surpass Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-23 16:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4471273-lucid-motors-lcid-stock-surpass-tesla><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nFirst-movers are often assumed to carry a lasting advantage. This is not the case and, especially with the EV market, the first-mover advantage is not a powerful long-term asset.\nTesla’s ...</p>\n\n<a href=\"https://seekingalpha.com/article/4471273-lucid-motors-lcid-stock-surpass-tesla\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4471273-lucid-motors-lcid-stock-surpass-tesla","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1170981862","content_text":"Summary\n\nFirst-movers are often assumed to carry a lasting advantage. This is not the case and, especially with the EV market, the first-mover advantage is not a powerful long-term asset.\nTesla’s success has made Lucid’s challenge far more effective than it otherwise would’ve been, creating a market for the car and the investor interest required to fund the company.\nLucid looks to be a far more nimble company than Tesla, allowing it to take the industry’s rapid evolution in stride, with a superior vehicle platform.\n\nSpencer Platt/Getty Images News\nLucid Motors (LCID) only recently began delivering its first vehicles to customers, yet it has already received the laurels of MotorTrend’s 2022 Car of the Year. The vehicle’sindustry-leading drivetrain technology, great design, and solid build quality earned it that title. Yet, Tesla (TSLA) remains the king of the EV. Of course, one car with limited volume isn’t going to change anything, though that’s not the way things are set to stay.I wrote on Lucid’s growth prospects some time ago, so that’s not the focus of today’s article. Instead, I’m here to discuss why Lucid Motors is well-positioned to surpass Tesla due to a rapidly eroding first-mover advantage. In an article on TeslaI published earlier this year, I discussed how the brand’s cache is already starting to slip. While we can sit here and debate that General Motors (GM) was actually the first EV manufacturer with its EV1 back in the ’90s, I think we all know that Tesla really earned that title. This article will discuss why that may not be such a good thing.\nThe First-Mover Fallacy\nOftentimes, the first-mover in a major new market is identified as said market’s future leader. It’s easy to see why, as they’re often associated with the market that they’ve created. Yet, think web browser and you probably think of Alphabet’s (GOOG) Google Chrome. Think of email, you’re again most likely going to think of a Google product -- this time Gmail. Social media? Facebook (FB). Cell phone? iPhone. You get the idea. What’s one thing all of these different products have in common? None of them were the first to market. Yet, despite this, they’ve all become the pinnacle of each of their respective markets.\nSo, the big question is “Why?” Why are none of these transformative first-movers the leaders of their industry? Well, there’s not really one blanket answer.A 2005 publication to The Harvard Business Review discusses the idea of this fallacy.\n\n “But for every academic study proving that first-mover advantages exist, there is a study proving they do not. While some well-known first-movers, such as Gillette in safety razors and Sony in personal stereos, have enjoyed considerable success, others, such as Xerox in fax machines and eToys in Internet retailing, have failed. We have found that the differences in outcome are not random—that first-mover status can confer advantages, but it does not do so categorically. Much depends on the circumstances in which it is sought.”\n\nI find this last sentence to be particularly powerful, as every industry is vastly different and allows for alternate outcomes. There will always be some level of unpredictability, dumb luck if you will, though The Harvard Business Review identified two factors that seem to reliably indicate whether or not the first-mover advantage will last. “The pace at which the technology of the product in question is evolving and the pace at which the market for that product is expanding” are these two critical factors.\nThe rate of innovation in the EV sector is currently one of the most impressive global efforts I’ve ever seen, as is the rate at which the market is expanding.Since 2015, global sales of EVs have grown at an average rate of 50%. Yet, this is heating up. Global EV sales in 2021are expected to rise 83% over last year, increasing the rate of adoption as more options flood the market. In order for first-movers to be successful, there needs to be substantial interest in the market. This plays into Tesla’s hands. However, the extreme level of growth in the market necessitates more competition. This opens the door for others to combat Tesla.\nLet’s come back to the idea of rapid innovation as well. Companies likeNano One(OTCPK:NNOMF) andSES(IVAN), both of which I’ve covered, are looking to introduce industry-shifting innovations. They’re not alone either. CATL, a Chinese battery producer, is on the verge of becoming the country’s second-largest company. CATL is on pace to spend nearly $1 billion on R&D this year, up 115% over the first half of last year. In this market of rapid innovation, it is nigh on impossible for any one company to stay at the forefront.\nThe EV industry has failed what The Harvard Business review deemed the two most important litmus tests in determining whether a first-mover truly has any advantage. Not great news for the incumbent leader, Tesla. Though, I argue that there is more that can bring down the power of a first-mover. Complacency can create opportunities for others to thrive. In the next section, I will discuss how Tesla’s complacency, as well as a few other factors, mean that there are more reasons than a highly innovative and quickly-growing market for Tesla to fall.\nWhere Tesla’s Faltering\nI think that there’s no question Lucid owes a majority of its early success to Tesla. Tesla essentially created the market for Lucid and, maybe even more importantly, got investors to pay attention to them. All of that attention allowed Lucid Motors to raise $4.4 billion in its SPAC merger with Churchill Capital. That money was enough for Lucid to bring the Air to market, continue development work on its SUV, and expand its production footprint. That’s something that Tesla never had and will be immensely powerful for Lucid Motors. Now, I’m not saying that Lucid has an easy road to mass production, far from it, but there’s no question that it’s easier than Tesla’s was. This is the first stage in which Lucid is benefiting from Tesla’s prior struggles.\nThough, a good start means nothing if the company can’t build on it. This is where I believe that Tesla is simply holding the door open for Lucid Motors. Tesla has seemingly become lazy and no longer has that fire to continue innovating. I can’t say I blame them, they’ve got several years on their closest competition and their cars are some of the best in the category. Well, perhaps before the Air came to market.\nThe quality control issues that plagued Tesla in its early days were an issue, though forgivable given the company’s tumultuous path to production. Yet, there are still a number of reports concerning poor build quality. These issues are even present on the company’s $130,000 Model S Plaid. At this point, these issues are inexcusable. Especially on a $130,000 car. Lucid has worked hard to make sure it avoided making the same mistakes, even delaying initial production to do so, and it’s paid off. We’ll have to wait and see if a larger sample size produces the same result but, so far, the quality of the Air looks to be on par with its luxury price tag.\nThe other major area that Tesla seems to be lacking in is powertrain development. Having just released a car that goes 0-60 in less than two seconds, this may seem like a bit of an unjustified claim. But that’s not the only way to measure the capability of a powertrain. In an older article, I reviewed the quality of Lucid’s core product offering. That article focused on its powertrain efficiency. The Air is capable of up to 520 miles of range, at an efficiency of 4.64 miles/kWh (the electric equivalent to miles/gallon). Granted, this is for the company’s Grand Touring trim,which costs a whopping $139,000. The base version of the Air, which costs $77,400, has an efficiency of 5.41 miles/kWh, traveling 406 miles on a single charge (using an estimated battery size of75 kWh). Tesla’s Long Range Model S, which travels412 miles on a single charge, is Tesla’s most efficient vehicle with an efficiency of 4.12 miles/kWh. I’m not going to get into the specifics on how this was achieved, as this was all explained in that previous article. For our purposes here, it’s just important to understand that it was done.\nNow, it’s easy to point to Tesla’s batteries and say that they’re the most advanced in the world. I wouldn’t argue with you there, though I’m not sure that’ll be the case for very long. It’s already becoming far less obvious than it once was, as improvements become increasingly more iterative and less significant. Essentially, Tesla’s stuck making small incremental changes while its competitors, which once were far behind, have had the chance to catch up. The company hopes that its new 4680 cells will give it the next big leap, but I think they’re moving in the wrong direction. Below is a visual representation, a top-down view of what a Tesla battery pack looks like.\nSource: Author’s Creation\nAll of the red space you see is wasted space. Trying to fit a bunch of cylinders in a rectangular container is always going to be inefficient. Hence, from a volumetric density perspective, the prismatic cell architecture is superior. In vehicles, where space is a premium, volumetric density is a critical performance benchmark. Though, I think that this speaks to a larger issue in Tesla’s battery cell development. Ina previous article, I discussed how Tesla’s batteries are becoming a liability. The company’s unwillingness to consider lithium metal batteries as the next generation of lithium-ion batteries could see the company’s battery advantage completely erode by the end of the decade.\nSource:C&EN\nThe fact that Lucid isn’t reliant upon their own battery technology means that it is far more nimble during this time of significant battery iteration. As noted in the above section, the EV industry is likely to be driven by a series of disruptive technologies through the foreseeable future, and a company that is easily able to consistently pivot to these disruptive technologies has a better chance of staying on top of the market. To give Tesla credit, its cells are some of the best on the market. However, it’s hard to stay at the top of two different fields, car design and battery design, and the desire to do so often results in failure. The fact that Lucid walloped Tesla in drivetrain efficiency speaks to the fact that Tesla is no longer engineering the best electric vehicles and all signs point to Tesla’s battery advantage dwindling.\nInvestor Takeaway\nLook, I don’t think that Tesla, or Lucid Motors for that matter, should be valued close to where they are today but the fact of the matter is that they are. If Lucid will ultimately be the stronger of the two, take that as you will. I won’t pretend that I can predict the flow of the market with companies like Tesla and Lucid, which trade so far removed from any fundamentals, but I do think that time will prove that Lucid is the better of the two companies.\nIgnoring share prices, Lucid Motors is gearing up for some pretty extreme growth. The company has a lot of cash on hand and is using it to invest in growing its production and product offerings. Similar to Tesla, Lucid plans to introduce mass-market vehicles after its niche offerings begin generating capital and brand awareness. As the disclosure below notes, I own shares of Lucid Motors. This may seem strange, as I just said that their fundamentals don’t come close to justifying their valuation. Though, when shares were under $20, it was far more appealing. To be completely honest, at this stage, I’m just holding to see where it goes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878836260,"gmtCreate":1637164127737,"gmtModify":1637164127792,"author":{"id":"4096354508828290","authorId":"4096354508828290","name":"ScorpionKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878836260","repostId":"1105577642","repostType":2,"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":602346296,"gmtCreate":1638976259747,"gmtModify":1638976287417,"author":{"id":"4096354508828290","authorId":"4096354508828290","name":"ScorpionKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[强]&nbsp;[强]&nbsp;[美金]&nbsp;","listText":"[强]&nbsp;[强]&nbsp;[美金]&nbsp;","text":"[强] [强] [美金]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602346296","repostId":"1150685913","repostType":4,"repost":{"id":"1150685913","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638973969,"share":"https://www.laohu8.com/m/news/1150685913?lang=&edition=full","pubTime":"2021-12-08 22:32","market":"us","language":"en","title":"US stocks opened higher on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1150685913","media":"Tiger Newspress","summary":"U.S. stocks reversed higher and gained for a third day Wednesday after Pfizer and BioNTech said thfr","content":"<p>U.S. stocks reversed higher and gained for a third day Wednesday after Pfizer and BioNTech said thfree doses of their vaccine are effective at neutralizing the omicron variant.</p>\n<p>The Dow Jones Industrial Average gained 72 points, while the S&amp;P 500 was up 0.1% and the Nasdaq Composite rose 0.02%.</p>\n<p><img src=\"https://static.tigerbbs.com/2ad5904f77409d255d687c1ba7652238\" tg-width=\"1065\" tg-height=\"507\" referrerpolicy=\"no-referrer\"></p>\n<p>Pfizer and BioNTech cited their own preliminary lab tests, saying the booster dose&nbsp;provides similar protection&nbsp;as two doses did against the older strain. The companies said two doses may still protect against severe disease. Pfizer shares were 1% higher, and BioNTech shares gained 3%.</p>\n<p>Travel-related stocks, which have pushed higher all week as investors bet on the economic reopening, continued their move higher in early morning trading. American Airlines, Royal Caribbean, Marriott and Expedia each rose about 1%.</p>\n<p>Apple&nbsp;shares climbed 0.5% despite a report that the iPhone maker is expected to fall 15 million units short of its 230 million-unit goal this year due to supply chain problems.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US stocks opened higher on Wednesday</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\">\nUS stocks opened higher on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-08 22:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stocks reversed higher and gained for a third day Wednesday after Pfizer and BioNTech said thfree doses of their vaccine are effective at neutralizing the omicron variant.</p>\n<p>The Dow Jones Industrial Average gained 72 points, while the S&amp;P 500 was up 0.1% and the Nasdaq Composite rose 0.02%.</p>\n<p><img src=\"https://static.tigerbbs.com/2ad5904f77409d255d687c1ba7652238\" tg-width=\"1065\" tg-height=\"507\" referrerpolicy=\"no-referrer\"></p>\n<p>Pfizer and BioNTech cited their own preliminary lab tests, saying the booster dose&nbsp;provides similar protection&nbsp;as two doses did against the older strain. The companies said two doses may still protect against severe disease. Pfizer shares were 1% higher, and BioNTech shares gained 3%.</p>\n<p>Travel-related stocks, which have pushed higher all week as investors bet on the economic reopening, continued their move higher in early morning trading. American Airlines, Royal Caribbean, Marriott and Expedia each rose about 1%.</p>\n<p>Apple&nbsp;shares climbed 0.5% despite a report that the iPhone maker is expected to fall 15 million units short of its 230 million-unit goal this year due to supply chain problems.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150685913","content_text":"U.S. stocks reversed higher and gained for a third day Wednesday after Pfizer and BioNTech said thfree doses of their vaccine are effective at neutralizing the omicron variant.\nThe Dow Jones Industrial Average gained 72 points, while the S&P 500 was up 0.1% and the Nasdaq Composite rose 0.02%.\n\nPfizer and BioNTech cited their own preliminary lab tests, saying the booster dose provides similar protection as two doses did against the older strain. The companies said two doses may still protect against severe disease. Pfizer shares were 1% higher, and BioNTech shares gained 3%.\nTravel-related stocks, which have pushed higher all week as investors bet on the economic reopening, continued their move higher in early morning trading. American Airlines, Royal Caribbean, Marriott and Expedia each rose about 1%.\nApple shares climbed 0.5% despite a report that the iPhone maker is expected to fall 15 million units short of its 230 million-unit goal this year due to supply chain problems.","news_type":1},"isVote":1,"tweetType":1,"viewCount":989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691060114,"gmtCreate":1640098677636,"gmtModify":1640098677709,"author":{"id":"4096354508828290","authorId":"4096354508828290","name":"ScorpionKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691060114","repostId":"1130758324","repostType":4,"repost":{"id":"1130758324","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640097001,"share":"https://www.laohu8.com/m/news/1130758324?lang=&edition=full","pubTime":"2021-12-21 22:30","market":"us","language":"en","title":"Stocks rebound after three-day rout due to omicron fears, Dow rises 300 points","url":"https://stock-news.laohu8.com/highlight/detail?id=1130758324","media":"Tiger Newspress","summary":"Markets opened higher on Tuesday as investors weighed news the White House would step in to help fig","content":"<p>Markets opened higher on Tuesday as investors weighed news&nbsp;the White House would step in to help fight Omicronwith the deployment of military personnel to hospitals and the purchase of 500 at-home tests that will be available for Americans to order.</p>\n<p>All three major U.S. indexes were in the green at the start of trading in a turnaround from declines in the previous session ignited by renewed fears that swelling Omicron case numbers could derail economic recovery and worsen inflationary pressures.</p>\n<p>The Dow was up nearly 300 points, while the Nasdaq Composite rose 1%. The S&amp;P 500 gained nearly 40 points at the open.</p>\n<p>“We're seeing broad-based sell-off in risk assets, but ultimately if we think about the longer arc of time, I'm not sure these are going to meaningfully change our outlook for 2022 in terms of investing,” Meera Pandit, a global market strategist at JPMorgan Asset Management&nbsp;told Yahoo Finance Live.</p>\n<p>“On the virus side, ultimately what we’ve seen with prior surges and prior variants is that market sell-offs tend to be somewhat contained to a period of time, so we do expect that as we get better and better at dealing with some of these challenges from the economic and market perspective, things will likely settle down despite some of the public health challenges we have ahead.”</p>\n<p>With&nbsp;virus fears triggering more restrictions and cancellations, concerns around Omicron’s spread weigh on traders still reeling from the Federal Reserve’s hawkish shift last week to&nbsp;more quickly withdraw monetary support&nbsp;and boost forecasts for&nbsp;rate hikes next year.</p>\n<p>To add to their plate, investors are also processing an unexpected blow to Biden's economic agenda after Senator Joe Manchin (D., W. Va.) quashed the administration’s long-deliberated Build Back Better Act,citing concerns about inflation, the national debt and ongoing pandemic in an interview on&nbsp;Fox News Sunday.</p>\n<p>The news sent solar energy and electric vehicle stocks plummeting in a sell-off that placed Tesla (TSLA) below $900 for the first time since October. The stock closed down 3.5% at $899.94.</p>\n<p>“When we think about Build Back Better, we are likely to face a fiscal cliff regardless last year with less fiscal spending than we’ve seen over the last two years,” Pandit also&nbsp;told Yahoo Finance Live. “But the Build Back Better bill was expected to be phased in over a number of years, so while it will be somewhat of a headwind for growth, I think it’s right now very much an indication of sentiment more than anything.”</p>\n<p>Even with a holiday-shortened week of trading, investors are&nbsp;tuning into a packed economic release schedule. The Conference Board is set to release its latest consumer confidence index on Wednesday, expected to show an only modest uptick for the month of December.</p>\n<p>The Bureau of Economic Analysis will also publish fresh prints on Personal Consumption Expenditures (PCE) Thursday, a key measure of price changes in the economy. Consensus data compiled by Bloomberg showed PCE is projected to climb at a 0.6% month-over-month rate in November.</p>\n<p>The new inflation data will be a central focus among investors in the coming days.</p>\n<p>“There’s a number of headwinds coming at us now,” Oxbow Advisors managing partner Ted Oakleytold Yahoo Finance Live. He said investors are pricing in “peak hawkishness” from the Federal Reserve and inflation.</p>\n<p>“Lastly, you just had such a speculative market that it’s easy for it to start getting some selling,” he added.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks rebound after three-day rout due to omicron fears, Dow rises 300 points</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\">\nStocks rebound after three-day rout due to omicron fears, Dow rises 300 points\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-21 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Markets opened higher on Tuesday as investors weighed news&nbsp;the White House would step in to help fight Omicronwith the deployment of military personnel to hospitals and the purchase of 500 at-home tests that will be available for Americans to order.</p>\n<p>All three major U.S. indexes were in the green at the start of trading in a turnaround from declines in the previous session ignited by renewed fears that swelling Omicron case numbers could derail economic recovery and worsen inflationary pressures.</p>\n<p>The Dow was up nearly 300 points, while the Nasdaq Composite rose 1%. The S&amp;P 500 gained nearly 40 points at the open.</p>\n<p>“We're seeing broad-based sell-off in risk assets, but ultimately if we think about the longer arc of time, I'm not sure these are going to meaningfully change our outlook for 2022 in terms of investing,” Meera Pandit, a global market strategist at JPMorgan Asset Management&nbsp;told Yahoo Finance Live.</p>\n<p>“On the virus side, ultimately what we’ve seen with prior surges and prior variants is that market sell-offs tend to be somewhat contained to a period of time, so we do expect that as we get better and better at dealing with some of these challenges from the economic and market perspective, things will likely settle down despite some of the public health challenges we have ahead.”</p>\n<p>With&nbsp;virus fears triggering more restrictions and cancellations, concerns around Omicron’s spread weigh on traders still reeling from the Federal Reserve’s hawkish shift last week to&nbsp;more quickly withdraw monetary support&nbsp;and boost forecasts for&nbsp;rate hikes next year.</p>\n<p>To add to their plate, investors are also processing an unexpected blow to Biden's economic agenda after Senator Joe Manchin (D., W. Va.) quashed the administration’s long-deliberated Build Back Better Act,citing concerns about inflation, the national debt and ongoing pandemic in an interview on&nbsp;Fox News Sunday.</p>\n<p>The news sent solar energy and electric vehicle stocks plummeting in a sell-off that placed Tesla (TSLA) below $900 for the first time since October. The stock closed down 3.5% at $899.94.</p>\n<p>“When we think about Build Back Better, we are likely to face a fiscal cliff regardless last year with less fiscal spending than we’ve seen over the last two years,” Pandit also&nbsp;told Yahoo Finance Live. “But the Build Back Better bill was expected to be phased in over a number of years, so while it will be somewhat of a headwind for growth, I think it’s right now very much an indication of sentiment more than anything.”</p>\n<p>Even with a holiday-shortened week of trading, investors are&nbsp;tuning into a packed economic release schedule. The Conference Board is set to release its latest consumer confidence index on Wednesday, expected to show an only modest uptick for the month of December.</p>\n<p>The Bureau of Economic Analysis will also publish fresh prints on Personal Consumption Expenditures (PCE) Thursday, a key measure of price changes in the economy. Consensus data compiled by Bloomberg showed PCE is projected to climb at a 0.6% month-over-month rate in November.</p>\n<p>The new inflation data will be a central focus among investors in the coming days.</p>\n<p>“There’s a number of headwinds coming at us now,” Oxbow Advisors managing partner Ted Oakleytold Yahoo Finance Live. He said investors are pricing in “peak hawkishness” from the Federal Reserve and inflation.</p>\n<p>“Lastly, you just had such a speculative market that it’s easy for it to start getting some selling,” he added.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130758324","content_text":"Markets opened higher on Tuesday as investors weighed news the White House would step in to help fight Omicronwith the deployment of military personnel to hospitals and the purchase of 500 at-home tests that will be available for Americans to order.\nAll three major U.S. indexes were in the green at the start of trading in a turnaround from declines in the previous session ignited by renewed fears that swelling Omicron case numbers could derail economic recovery and worsen inflationary pressures.\nThe Dow was up nearly 300 points, while the Nasdaq Composite rose 1%. The S&P 500 gained nearly 40 points at the open.\n“We're seeing broad-based sell-off in risk assets, but ultimately if we think about the longer arc of time, I'm not sure these are going to meaningfully change our outlook for 2022 in terms of investing,” Meera Pandit, a global market strategist at JPMorgan Asset Management told Yahoo Finance Live.\n“On the virus side, ultimately what we’ve seen with prior surges and prior variants is that market sell-offs tend to be somewhat contained to a period of time, so we do expect that as we get better and better at dealing with some of these challenges from the economic and market perspective, things will likely settle down despite some of the public health challenges we have ahead.”\nWith virus fears triggering more restrictions and cancellations, concerns around Omicron’s spread weigh on traders still reeling from the Federal Reserve’s hawkish shift last week to more quickly withdraw monetary support and boost forecasts for rate hikes next year.\nTo add to their plate, investors are also processing an unexpected blow to Biden's economic agenda after Senator Joe Manchin (D., W. Va.) quashed the administration’s long-deliberated Build Back Better Act,citing concerns about inflation, the national debt and ongoing pandemic in an interview on Fox News Sunday.\nThe news sent solar energy and electric vehicle stocks plummeting in a sell-off that placed Tesla (TSLA) below $900 for the first time since October. The stock closed down 3.5% at $899.94.\n“When we think about Build Back Better, we are likely to face a fiscal cliff regardless last year with less fiscal spending than we’ve seen over the last two years,” Pandit also told Yahoo Finance Live. “But the Build Back Better bill was expected to be phased in over a number of years, so while it will be somewhat of a headwind for growth, I think it’s right now very much an indication of sentiment more than anything.”\nEven with a holiday-shortened week of trading, investors are tuning into a packed economic release schedule. The Conference Board is set to release its latest consumer confidence index on Wednesday, expected to show an only modest uptick for the month of December.\nThe Bureau of Economic Analysis will also publish fresh prints on Personal Consumption Expenditures (PCE) Thursday, a key measure of price changes in the economy. Consensus data compiled by Bloomberg showed PCE is projected to climb at a 0.6% month-over-month rate in November.\nThe new inflation data will be a central focus among investors in the coming days.\n“There’s a number of headwinds coming at us now,” Oxbow Advisors managing partner Ted Oakleytold Yahoo Finance Live. He said investors are pricing in “peak hawkishness” from the Federal Reserve and inflation.\n“Lastly, you just had such a speculative market that it’s easy for it to start getting some selling,” he added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878836260,"gmtCreate":1637164127737,"gmtModify":1637164127792,"author":{"id":"4096354508828290","authorId":"4096354508828290","name":"ScorpionKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878836260","repostId":"1105577642","repostType":2,"repost":{"id":"1105577642","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637163145,"share":"https://www.laohu8.com/m/news/1105577642?lang=&edition=full","pubTime":"2021-11-17 23:32","market":"us","language":"en","title":"Sono Motors spikes 52% on its first day of trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1105577642","media":"Tiger Newspress","summary":"Sono Motors spikes 52% on its first day of trading.\n\nSono Group N.V. announces the pricing of its in","content":"<p>Sono Motors spikes 52% on its first day of trading.</p>\n<p><img src=\"https://static.tigerbbs.com/a566216757e81e7503c8f24c9b477862\" tg-width=\"773\" tg-height=\"563\" referrerpolicy=\"no-referrer\"></p>\n<p>Sono Group N.V.&nbsp;announces the pricing of its initial public offering of 10,000,000 common shares at a price to the public of $15.00 per share. In addition, the Company has granted the underwriters a 30-day option to purchase up to an additional 1,500,000 common shares at the initial public offering price. The common shares are expected to begin trading on the Nasdaq Global Market on November 17, 2021, under the ticker symbol “SEV”. The offering is expected to close on November 19, 2021, subject to customary closing conditions.</p>\n<p>Sono Motors is on a pioneering mission to accelerate the revolution of mobility by making every vehicle solar. Its disruptive solar technology has been developed to enable seamless integration into all types of vehicles to reduce the impact of CO2 emissions and pave the way for climate-friendly mobility.</p>\n<p>Sono Motors is developing the world’s first solar electric vehicle (SEV) for the masses, the Sion. Empowered by a strong community, Sono Motors has amassed more than 16,000 reservations with advance payments for the Sion. These vehicles will be produced through contract manufacturing with customer deliveries expected to begin in the first half of 2023.</p>\n<p>The unmatched solar technology is also being licensed to other manufacturers for application in vehicles such as buses, trailers, trucks, camper vans, trains and boats.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sono Motors spikes 52% on its first day of trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSono Motors spikes 52% on its first day of trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-17 23:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Sono Motors spikes 52% on its first day of trading.</p>\n<p><img src=\"https://static.tigerbbs.com/a566216757e81e7503c8f24c9b477862\" tg-width=\"773\" tg-height=\"563\" referrerpolicy=\"no-referrer\"></p>\n<p>Sono Group N.V.&nbsp;announces the pricing of its initial public offering of 10,000,000 common shares at a price to the public of $15.00 per share. In addition, the Company has granted the underwriters a 30-day option to purchase up to an additional 1,500,000 common shares at the initial public offering price. The common shares are expected to begin trading on the Nasdaq Global Market on November 17, 2021, under the ticker symbol “SEV”. The offering is expected to close on November 19, 2021, subject to customary closing conditions.</p>\n<p>Sono Motors is on a pioneering mission to accelerate the revolution of mobility by making every vehicle solar. Its disruptive solar technology has been developed to enable seamless integration into all types of vehicles to reduce the impact of CO2 emissions and pave the way for climate-friendly mobility.</p>\n<p>Sono Motors is developing the world’s first solar electric vehicle (SEV) for the masses, the Sion. Empowered by a strong community, Sono Motors has amassed more than 16,000 reservations with advance payments for the Sion. These vehicles will be produced through contract manufacturing with customer deliveries expected to begin in the first half of 2023.</p>\n<p>The unmatched solar technology is also being licensed to other manufacturers for application in vehicles such as buses, trailers, trucks, camper vans, trains and boats.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105577642","content_text":"Sono Motors spikes 52% on its first day of trading.\n\nSono Group N.V. announces the pricing of its initial public offering of 10,000,000 common shares at a price to the public of $15.00 per share. In addition, the Company has granted the underwriters a 30-day option to purchase up to an additional 1,500,000 common shares at the initial public offering price. The common shares are expected to begin trading on the Nasdaq Global Market on November 17, 2021, under the ticker symbol “SEV”. The offering is expected to close on November 19, 2021, subject to customary closing conditions.\nSono Motors is on a pioneering mission to accelerate the revolution of mobility by making every vehicle solar. Its disruptive solar technology has been developed to enable seamless integration into all types of vehicles to reduce the impact of CO2 emissions and pave the way for climate-friendly mobility.\nSono Motors is developing the world’s first solar electric vehicle (SEV) for the masses, the Sion. Empowered by a strong community, Sono Motors has amassed more than 16,000 reservations with advance payments for the Sion. These vehicles will be produced through contract manufacturing with customer deliveries expected to begin in the first half of 2023.\nThe unmatched solar technology is also being licensed to other manufacturers for application in vehicles such as buses, trailers, trucks, camper vans, trains and boats.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606235960,"gmtCreate":1638883312023,"gmtModify":1638883312023,"author":{"id":"4096354508828290","authorId":"4096354508828290","name":"ScorpionKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good&nbsp;[强]&nbsp;","listText":"Good&nbsp;[强]&nbsp;","text":"Good [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606235960","repostId":"2189420631","repostType":4,"repost":{"id":"2189420631","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1638880445,"share":"https://www.laohu8.com/m/news/2189420631?lang=&edition=full","pubTime":"2021-12-07 20:34","market":"us","language":"en","title":"German chip chemical supplier to spend $1 bln in U.S., pairs with Palantir on supply chain data","url":"https://stock-news.laohu8.com/highlight/detail?id=2189420631","media":"Reuters","summary":"Dec 7 (Reuters) - A German supplier of chemicals and materials used in making semiconductors said on","content":"<p>Dec 7 (Reuters) - A German supplier of chemicals and materials used in making semiconductors said on Tuesday that it is investing $1 billion in its U.S. operations and forming a joint venture with data analytics firm Palantir Technologies&nbsp;to solve chip industry supply chain problems.</p>\n<p><a href=\"https://laohu8.com/S/MKGAF\">Merck KGaA</a>&nbsp;of Darmstadt, Germany - which uses the name EMD Electronics for its North American electronics business to avoid confusion with the unaffiliated pharmaceutical company of the same name - supplies a range of chemicals used by chip factories, which are expected to expand if U.S. lawmakers pass a $52 billion aide package to bolster domestic manufacturing.</p>\n<p>The company plans to spend $1 billion through 2025 for sites in Arizona, California, Texas and Pennsylvania.</p>\n<p>\"The chip shortage needs industry-wide cooperation to resolve the supply chain issues consumers are currently facing,\" Kai Beckmann, chief executive of the German firm's electronics unit, said in a statement.</p>\n<p><a href=\"https://laohu8.com/S/MKKGY\">Merck KGaA</a> also said Tuesday it is forming a joint venture with analytics firm Palantir. The joint venture will aim to pull in data from material and chemical suppliers on one side and chip factories from the other and analyze it to improve efficiency.</p>\n<p>Both the suppliers and the chip factories have extensive trade secrets and have historically been reluctant to share data beyond their own organizations, said Laura Matz, who will oversee the new joint venture, which will be called Athinia. Athinia will be housed within another Merck KGaA subsidiary called EMD Digital that is separate from its electronics business.</p>\n<p>\"That has been the hurdle of solving this problem (of supply-chain inefficiency) for years,\" Matz said of the hesitance to share data. \"Until we came up with the concept of how we're structuring the data in a way that there's no (intellectual property) contamination, we couldn't get over it.\"</p>\n<p>Merck KGaA did not disclose financial details of the joint venture with Palantir.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>German chip chemical supplier to spend $1 bln in U.S., pairs with Palantir on supply chain data</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\">\nGerman chip chemical supplier to spend $1 bln in U.S., pairs with Palantir on supply chain data\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-07 20:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dec 7 (Reuters) - A German supplier of chemicals and materials used in making semiconductors said on Tuesday that it is investing $1 billion in its U.S. operations and forming a joint venture with data analytics firm Palantir Technologies&nbsp;to solve chip industry supply chain problems.</p>\n<p><a href=\"https://laohu8.com/S/MKGAF\">Merck KGaA</a>&nbsp;of Darmstadt, Germany - which uses the name EMD Electronics for its North American electronics business to avoid confusion with the unaffiliated pharmaceutical company of the same name - supplies a range of chemicals used by chip factories, which are expected to expand if U.S. lawmakers pass a $52 billion aide package to bolster domestic manufacturing.</p>\n<p>The company plans to spend $1 billion through 2025 for sites in Arizona, California, Texas and Pennsylvania.</p>\n<p>\"The chip shortage needs industry-wide cooperation to resolve the supply chain issues consumers are currently facing,\" Kai Beckmann, chief executive of the German firm's electronics unit, said in a statement.</p>\n<p><a href=\"https://laohu8.com/S/MKKGY\">Merck KGaA</a> also said Tuesday it is forming a joint venture with analytics firm Palantir. The joint venture will aim to pull in data from material and chemical suppliers on one side and chip factories from the other and analyze it to improve efficiency.</p>\n<p>Both the suppliers and the chip factories have extensive trade secrets and have historically been reluctant to share data beyond their own organizations, said Laura Matz, who will oversee the new joint venture, which will be called Athinia. Athinia will be housed within another Merck KGaA subsidiary called EMD Digital that is separate from its electronics business.</p>\n<p>\"That has been the hurdle of solving this problem (of supply-chain inefficiency) for years,\" Matz said of the hesitance to share data. \"Until we came up with the concept of how we're structuring the data in a way that there's no (intellectual property) contamination, we couldn't get over it.\"</p>\n<p>Merck KGaA did not disclose financial details of the joint venture with Palantir.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","BK4547":"WSB热门概念","BK4023":"应用软件","PLTR":"Palantir Technologies Inc.","MKGAF":"Merck KGaA"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189420631","content_text":"Dec 7 (Reuters) - A German supplier of chemicals and materials used in making semiconductors said on Tuesday that it is investing $1 billion in its U.S. operations and forming a joint venture with data analytics firm Palantir Technologies to solve chip industry supply chain problems.\nMerck KGaA of Darmstadt, Germany - which uses the name EMD Electronics for its North American electronics business to avoid confusion with the unaffiliated pharmaceutical company of the same name - supplies a range of chemicals used by chip factories, which are expected to expand if U.S. lawmakers pass a $52 billion aide package to bolster domestic manufacturing.\nThe company plans to spend $1 billion through 2025 for sites in Arizona, California, Texas and Pennsylvania.\n\"The chip shortage needs industry-wide cooperation to resolve the supply chain issues consumers are currently facing,\" Kai Beckmann, chief executive of the German firm's electronics unit, said in a statement.\nMerck KGaA also said Tuesday it is forming a joint venture with analytics firm Palantir. The joint venture will aim to pull in data from material and chemical suppliers on one side and chip factories from the other and analyze it to improve efficiency.\nBoth the suppliers and the chip factories have extensive trade secrets and have historically been reluctant to share data beyond their own organizations, said Laura Matz, who will oversee the new joint venture, which will be called Athinia. Athinia will be housed within another Merck KGaA subsidiary called EMD Digital that is separate from its electronics business.\n\"That has been the hurdle of solving this problem (of supply-chain inefficiency) for years,\" Matz said of the hesitance to share data. \"Until we came up with the concept of how we're structuring the data in a way that there's no (intellectual property) contamination, we couldn't get over it.\"\nMerck KGaA did not disclose financial details of the joint venture with Palantir.","news_type":1},"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874869275,"gmtCreate":1637758476066,"gmtModify":1637758476066,"author":{"id":"4096354508828290","authorId":"4096354508828290","name":"ScorpionKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874869275","repostId":"1199806578","repostType":4,"repost":{"id":"1199806578","pubTimestamp":1637744080,"share":"https://www.laohu8.com/m/news/1199806578?lang=&edition=full","pubTime":"2021-11-24 16:54","market":"us","language":"en","title":"5 Stocks To Watch For November 24, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1199806578","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Deere & Company to r","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects&nbsp;<b>Deere &amp; Company</b>&nbsp;to report quarterly earnings at $3.90 per share on revenue of $10.44 billion before the opening bell. Deere shares fell 0.7% to $347.01 in after-hours trading.</li>\n <li><b>HP Inc</b>&nbsp;reported better-than-expected results for its fourth quarter and issued strong earnings forecast for the current quarter. HP shares surged climbed 7.5% to $34.60 in the after-hours trading session.</li>\n <li><b>Autodesk, Inc.</b>&nbsp;reported upbeat results for its third quarter, but issued disappointing guidance. Autodesk said it sees Q4 revenue of $1.185 billion to $1.2 billion and non-GAAP earnings of $1.41 to $1.47 per share. Autodesk shares dipped 14.5% to $259.99 in the after-hours trading session.</li>\n</ul>\n<ul>\n <li><b>Dell Technologies Inc.</b>&nbsp;posted stronger-than-expected earnings and sales results for its third quarter on Tuesday. Dell shares gained 1.5% to $55.50 in the after-hours trading session.</li>\n <li><b>The Gap, Inc.</b>&nbsp;reported weaker-than-expected results for its third quarter and lowered its FY21 earnings guidance. Gap shares dipped 16.3% to $19.69 in the after-hours trading session.</li>\n</ul>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks To Watch For November 24, 2021</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\">\n5 Stocks To Watch For November 24, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-24 16:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/21/11/24269055/5-stocks-to-watch-for-november-24-2021><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some of the stocks that may grab investor focus today are:\n\nWall Street expects Deere & Company to report quarterly earnings at $3.90 per share on revenue of $10.44 billion before the opening bell. ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/21/11/24269055/5-stocks-to-watch-for-november-24-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HPQ":"惠普","ADSK":"欧特克","DE":"迪尔股份有限公司","DELL":"戴尔","GPS":"盖璞"},"source_url":"https://www.benzinga.com/news/earnings/21/11/24269055/5-stocks-to-watch-for-november-24-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199806578","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Deere & Company to report quarterly earnings at $3.90 per share on revenue of $10.44 billion before the opening bell. Deere shares fell 0.7% to $347.01 in after-hours trading.\nHP Inc reported better-than-expected results for its fourth quarter and issued strong earnings forecast for the current quarter. HP shares surged climbed 7.5% to $34.60 in the after-hours trading session.\nAutodesk, Inc. reported upbeat results for its third quarter, but issued disappointing guidance. Autodesk said it sees Q4 revenue of $1.185 billion to $1.2 billion and non-GAAP earnings of $1.41 to $1.47 per share. Autodesk shares dipped 14.5% to $259.99 in the after-hours trading session.\n\n\nDell Technologies Inc. posted stronger-than-expected earnings and sales results for its third quarter on Tuesday. Dell shares gained 1.5% to $55.50 in the after-hours trading session.\nThe Gap, Inc. reported weaker-than-expected results for its third quarter and lowered its FY21 earnings guidance. Gap shares dipped 16.3% to $19.69 in the after-hours trading session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603361604,"gmtCreate":1638367432701,"gmtModify":1638367432824,"author":{"id":"4096354508828290","authorId":"4096354508828290","name":"ScorpionKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603361604","repostId":"2188568514","repostType":4,"repost":{"id":"2188568514","pubTimestamp":1638365160,"share":"https://www.laohu8.com/m/news/2188568514?lang=&edition=full","pubTime":"2021-12-01 21:26","market":"us","language":"en","title":"5 Top Stocks To Buy in December","url":"https://stock-news.laohu8.com/highlight/detail?id=2188568514","media":"Motley Fool","summary":"The weather is turning colder, but these stocks could heat up your portfolio.","content":"<p>Earnings season is in the rearview mirror, and the holiday season is afoot. Warnings of a new Covid variant are rocking markets again, as are threats of a tightening monetary policy. The stock market may be uncertain, but there are still plenty of opportunities for savvy investors.</p>\n<p>If you're looking for new ideas, keep reading to see why our writers recommend <b>Teladoc&nbsp;</b>(NYSE:TDOC), <b>Duolingo&nbsp;</b>(NASDAQ:DUOL),&nbsp;<b>AT&amp;T&nbsp;</b>(NYSE:T),&nbsp;<b><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> </b>(NASDAQ:MELI) and&nbsp;<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications </b>(Nasdaq: ZM)&nbsp;as top stocks to buy in December.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5020cd3e804f600834231b1bf84608f\" tg-width=\"700\" tg-height=\"356\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>Omicron short term, disruptor long term</h2>\n<p><b>Keith Speights (Teladoc Health)</b>: There's a good chance that the omicron variant will be the most important factor affecting the stock market in December. If that's the case, Teladoc Health is likely to be one of the biggest winners over the short term.</p>\n<p>Teladoc's shares skyrocketed last year as the COVID-19 pandemic fueled a massive acceleration in the use of telehealth. I don't think that the widespread lockdowns of 2020 will return. However, as long as there is uncertainty about the omicron variant, Teladoc is likely to benefit.</p>\n<p>But I don't view Teladoc as merely a short-term play. Over the long term, I think that the company will be an exciting disruptor of healthcare. Actually, it already is.</p>\n<p>More than half of the Fortune 500 have signed up with Teladoc. They've turned to the company's virtual care services because of lower costs and greater convenience for patients. Those advantages won't disappear once the pandemic is over.</p>\n<p>Teladoc's acquisition of Livongo Health puts the company in the driver's seat in digital chronic disease management. Its new Primary 360 product should make Teladoc an even more formidable competitor in virtual care. Primary360 allows individuals to select a primary care provider that they see virtually, and with whom they can develop an ongoing relationship.</p>\n<p>The adoption of virtual care is still only in its early stages. I think that Teladoc could easily deliver a 5X return or more over the next decade.</p>\n<h2>Yo quiero comprar esta acción</h2>\n<p><b>Anders Bylund (Duolingo):</b> Language-learning service operator <b>Duolingo</b> (NASDAQ:DUOL) has hardly missed a step in the last three months. The company added a couple of high-powered names to its executive suite and delivered year-end guidance far above Wall Street's expectations. Sure enough, the stock rose from $120 per share in late August to $202 in the second half of September.</p>\n<p>...and then Duolingo fell into Wall Street's bargain bin. The stock is now back where it was three months ago, and I think the buying window is wide open.</p>\n<p>The business is firing on every available cylinder. Subscription revenues rose by 42% year over year in the third quarter. Advertising sales also jumped 34% higher. The company's \"other\" revenues, mainly related to in-app purchases, scored a 179% sales boost. And the future looks even brighter. Bookings increased by 57%, indicating a growing trend in subscription-based sales.</p>\n<p>That's not all. Duolingo has much bigger plans for its education and tutoring services, far beyond its current niche in teaching foreign languages. The company's mission is to \"develop the best education in the world and make it universally available.\" You should expect the company to start making those moves soon.</p>\n<p>\"We made strong progress on our mission this past quarter, and we have exciting plans for the future,\" said co-founder and CEO Luis von Ahn in the third-quarter earnings call. \"I plan to devote my life to this mission.\"</p>\n<p>Furthermore, Duolingo now has an official head of animation and scripted content. Linda Simensky, former content development chief at PBS Kids, is already sketching out animated shows featuring Duolingo's cast of characters. I expect a serious marketing push to go along with her content development efforts.</p>\n<p>And you can buy into this ambitious plan of world domination at a 42% discount from September's highs. I think we'll eventually look back at Duolingo's $4.6 billion market cap in the fall of 2021 and call it quaintly small. This stock has a lot of growing left to do, and it trades at a reasonable price right now.</p>\n<h2>Extreme pessimism</h2>\n<p><b>Tim Green (AT&amp;T)</b>: Telecom giant AT&amp;T has spent the past six years making costly mistakes. In an ill-fated attempt to transform itself into an entertainment conglomerate, AT&amp;T racked up debt by pouring tens of billions of dollars into questionable acquisitions.</p>\n<p>AT&amp;T spent $67 billion, including assumed debt, on DirecTV in 2015. After years of shedding subscribers, the company offloaded DirecTV at a fraction of what it paid in a private equity deal earlier this year. The $109 billion acquisition of Time Warner, which closed in 2018 after a long battle with regulators, is set to come to a similar end. Time Warner, now called WarnerMedia, will be merged with <b>Discovery</b> (NASDAQ:DISCA) by mid-2022.</p>\n<p>AT&amp;T and its shareholders would have been better off if the company hadn't embarked on its failed foray into the media business. But if you're investing in AT&amp;T today, you're not buying those past mistakes. You're buying a cash-cow telecom business that will soon be free from distractions, along with a piece of a new content company that should be a major player in the streaming market.</p>\n<p>AT&amp;T expects to generate around $20 billion of free cash flow annually once the deal closes. The company is currently valued around $170 billion, a pessimistic valuation to say the least. The new content company expects to produce around $8 billion in annual free cash flow starting in 2023.</p>\n<p>These estimates could certainly be overly optimistic. The latter assumes $3 billion in cost synergies, which should always be taken with a grain of salt. But even if they are off base, AT&amp;T's stock has been beaten down so much that the downside looks limited. With AT&amp;T, you get a telecom giant gushing cash and, next year, a portion of a streaming giant with a vast catalog of content. It looks like a pretty good bet to me.</p>\n<h2>Another way to play the holiday season</h2>\n<p><b>Jeremy Bowman (MercadoLibre):&nbsp;</b>December marks the busiest time of year for retailers and other consumer-facing businesses, and that phenomenon extends beyond the U.S. into Latin America and elsewhere.</p>\n<p>That's one reason to consider MercadoLibre, a Latin American e-commerce and digital payments giant, which is benefiting from a number of tailwinds, including the boom in its core businesses sparked by the coronavirus pandemic. The fourth quarter is typically the company's strongest of the year, yet the stock is trading at a 52-week-lows for no good reason other than the broader sell-off in growth stocks amid fears of tightening monetary policy and rising interest rates, which make growth stocks less attractive.</p>\n<p>However, MercadoLibre's third quarter shows why the stock is so attractive, especially at its current valuation. Gross merchandise volume (GMV) increased 30% year over year on a currency-neutral basis to $7.3 billion, while currency-neutral revenue jumped 73% to $1.9 billion. At the same time, earnings per share jumped from $0.28 to $1.92 year over year, showing that the business is rapidly gaining scale.</p>\n<p>MercadoLibre looks particularly appealing at the current price because the company is becoming much more than an e-commerce business. In addition to Mercado Pago, its digital payments product, it also had fast-growing businesses in logistics with Mercado Envios, financing with Mercado Credito, and an asset management arm, Mercado Fondo. Altogether, it shows a company building an impressive network of businesses that reinforce each other and build the company's competitive advantages.</p>\n<p>MercadoLibre has been a longtime winner on the stock market, and taking advantage of this dip should reward investors once again.</p>\n<h2>A fallen angel</h2>\n<p><b>Brian Feroldi (Zoom Video Communications)</b>: Companies that benefited from stay-at-home orders <i>soared</i> in 2020. No company illustrates that point better than <b>Zoom Video Communications </b>(NASDAQ:ZM). Shares of the leading video communication platform skyrocketed more than 395% during the year. However, investors have been fleeing from stocks that benefited from COVID throughout 2021. That mass sell-off has crushed Zoom's stock and put its shares in the bargain bin. I think that's providing investors with an opportune time to get in.</p>\n<p>Zoom's recent quarterly results show that its high-growth days are far from over. Zoom's revenue grew 35% year over year in the third quarter to $1.05 billion. Better yet, its margins expanded across the board. That allowed its adjusted earnings per share to jump 68% to $1.11. Clearly, the reopening of the world hasn't been bad for businesses.</p>\n<p>If that wasn't impressive enough, Zoom also raised its full-year guidance. Management now expects revenue to land between $4.079 billion to $4.081 billion (up from $4.005 billion to $4.015 billion). This represents more than 50% growth from 2020. What's more, Wall Street expects Zoom's revenue to grow another 16% in 2022. These numbers tell me that the bull case for owning Zoom's stock is hardly firmly intact.</p>\n<p>There's no doubt in my mind that Zoom's growth will continue to slow in the coming years, but I also firmly believe that flex work is here to stay. That means that the long-term demand for high-quality video software will remain strong for years. As a leader in the field, Zoom looks poised to benefit from that mega-trend.</p>\n<p>Meanwhile, Zoom's stock has fallen so much that its valuation is finally looking reasonable. Shares are trading for less than 45 times next year's adjusted earnings estimates, and under 18 times sales. While these numbers might not look classically \"cheap\", I think they are a bargain price to pay for a high-quality business.</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>5 Top Stocks To Buy in December</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\">\n5 Top Stocks To Buy in December\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-01 21:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/01/5-top-stocks-to-buy-in-december/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earnings season is in the rearview mirror, and the holiday season is afoot. Warnings of a new Covid variant are rocking markets again, as are threats of a tightening monetary policy. The stock market ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/01/5-top-stocks-to-buy-in-december/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom","BK4548":"巴美列捷福持仓","DISCA":"探索传播","BK4528":"SaaS概念","BK4539":"次新股","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4167":"医疗保健技术","BK4535":"淡马锡持仓","DUOL":"多邻国","BK4567":"ESG概念","BK4204":"教育服务","BK4550":"红杉资本持仓","BK4115":"综合电信业务","BK4552":"Archegos爆仓风波概念","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","TDOC":"Teladoc Health Inc.","BK4504":"桥水持仓","MELI":"MercadoLibre","BK4505":"高瓴资本持仓","T":"美国电话电报","BK4125":"广播"},"source_url":"https://www.fool.com/investing/2021/12/01/5-top-stocks-to-buy-in-december/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188568514","content_text":"Earnings season is in the rearview mirror, and the holiday season is afoot. Warnings of a new Covid variant are rocking markets again, as are threats of a tightening monetary policy. The stock market may be uncertain, but there are still plenty of opportunities for savvy investors.\nIf you're looking for new ideas, keep reading to see why our writers recommend Teladoc (NYSE:TDOC), Duolingo (NASDAQ:DUOL), AT&T (NYSE:T), MercadoLibre (NASDAQ:MELI) and Zoom Video Communications (Nasdaq: ZM) as top stocks to buy in December.\nImage source: Getty Images.\nOmicron short term, disruptor long term\nKeith Speights (Teladoc Health): There's a good chance that the omicron variant will be the most important factor affecting the stock market in December. If that's the case, Teladoc Health is likely to be one of the biggest winners over the short term.\nTeladoc's shares skyrocketed last year as the COVID-19 pandemic fueled a massive acceleration in the use of telehealth. I don't think that the widespread lockdowns of 2020 will return. However, as long as there is uncertainty about the omicron variant, Teladoc is likely to benefit.\nBut I don't view Teladoc as merely a short-term play. Over the long term, I think that the company will be an exciting disruptor of healthcare. Actually, it already is.\nMore than half of the Fortune 500 have signed up with Teladoc. They've turned to the company's virtual care services because of lower costs and greater convenience for patients. Those advantages won't disappear once the pandemic is over.\nTeladoc's acquisition of Livongo Health puts the company in the driver's seat in digital chronic disease management. Its new Primary 360 product should make Teladoc an even more formidable competitor in virtual care. Primary360 allows individuals to select a primary care provider that they see virtually, and with whom they can develop an ongoing relationship.\nThe adoption of virtual care is still only in its early stages. I think that Teladoc could easily deliver a 5X return or more over the next decade.\nYo quiero comprar esta acción\nAnders Bylund (Duolingo): Language-learning service operator Duolingo (NASDAQ:DUOL) has hardly missed a step in the last three months. The company added a couple of high-powered names to its executive suite and delivered year-end guidance far above Wall Street's expectations. Sure enough, the stock rose from $120 per share in late August to $202 in the second half of September.\n...and then Duolingo fell into Wall Street's bargain bin. The stock is now back where it was three months ago, and I think the buying window is wide open.\nThe business is firing on every available cylinder. Subscription revenues rose by 42% year over year in the third quarter. Advertising sales also jumped 34% higher. The company's \"other\" revenues, mainly related to in-app purchases, scored a 179% sales boost. And the future looks even brighter. Bookings increased by 57%, indicating a growing trend in subscription-based sales.\nThat's not all. Duolingo has much bigger plans for its education and tutoring services, far beyond its current niche in teaching foreign languages. The company's mission is to \"develop the best education in the world and make it universally available.\" You should expect the company to start making those moves soon.\n\"We made strong progress on our mission this past quarter, and we have exciting plans for the future,\" said co-founder and CEO Luis von Ahn in the third-quarter earnings call. \"I plan to devote my life to this mission.\"\nFurthermore, Duolingo now has an official head of animation and scripted content. Linda Simensky, former content development chief at PBS Kids, is already sketching out animated shows featuring Duolingo's cast of characters. I expect a serious marketing push to go along with her content development efforts.\nAnd you can buy into this ambitious plan of world domination at a 42% discount from September's highs. I think we'll eventually look back at Duolingo's $4.6 billion market cap in the fall of 2021 and call it quaintly small. This stock has a lot of growing left to do, and it trades at a reasonable price right now.\nExtreme pessimism\nTim Green (AT&T): Telecom giant AT&T has spent the past six years making costly mistakes. In an ill-fated attempt to transform itself into an entertainment conglomerate, AT&T racked up debt by pouring tens of billions of dollars into questionable acquisitions.\nAT&T spent $67 billion, including assumed debt, on DirecTV in 2015. After years of shedding subscribers, the company offloaded DirecTV at a fraction of what it paid in a private equity deal earlier this year. The $109 billion acquisition of Time Warner, which closed in 2018 after a long battle with regulators, is set to come to a similar end. Time Warner, now called WarnerMedia, will be merged with Discovery (NASDAQ:DISCA) by mid-2022.\nAT&T and its shareholders would have been better off if the company hadn't embarked on its failed foray into the media business. But if you're investing in AT&T today, you're not buying those past mistakes. You're buying a cash-cow telecom business that will soon be free from distractions, along with a piece of a new content company that should be a major player in the streaming market.\nAT&T expects to generate around $20 billion of free cash flow annually once the deal closes. The company is currently valued around $170 billion, a pessimistic valuation to say the least. The new content company expects to produce around $8 billion in annual free cash flow starting in 2023.\nThese estimates could certainly be overly optimistic. The latter assumes $3 billion in cost synergies, which should always be taken with a grain of salt. But even if they are off base, AT&T's stock has been beaten down so much that the downside looks limited. With AT&T, you get a telecom giant gushing cash and, next year, a portion of a streaming giant with a vast catalog of content. It looks like a pretty good bet to me.\nAnother way to play the holiday season\nJeremy Bowman (MercadoLibre): December marks the busiest time of year for retailers and other consumer-facing businesses, and that phenomenon extends beyond the U.S. into Latin America and elsewhere.\nThat's one reason to consider MercadoLibre, a Latin American e-commerce and digital payments giant, which is benefiting from a number of tailwinds, including the boom in its core businesses sparked by the coronavirus pandemic. The fourth quarter is typically the company's strongest of the year, yet the stock is trading at a 52-week-lows for no good reason other than the broader sell-off in growth stocks amid fears of tightening monetary policy and rising interest rates, which make growth stocks less attractive.\nHowever, MercadoLibre's third quarter shows why the stock is so attractive, especially at its current valuation. Gross merchandise volume (GMV) increased 30% year over year on a currency-neutral basis to $7.3 billion, while currency-neutral revenue jumped 73% to $1.9 billion. At the same time, earnings per share jumped from $0.28 to $1.92 year over year, showing that the business is rapidly gaining scale.\nMercadoLibre looks particularly appealing at the current price because the company is becoming much more than an e-commerce business. In addition to Mercado Pago, its digital payments product, it also had fast-growing businesses in logistics with Mercado Envios, financing with Mercado Credito, and an asset management arm, Mercado Fondo. Altogether, it shows a company building an impressive network of businesses that reinforce each other and build the company's competitive advantages.\nMercadoLibre has been a longtime winner on the stock market, and taking advantage of this dip should reward investors once again.\nA fallen angel\nBrian Feroldi (Zoom Video Communications): Companies that benefited from stay-at-home orders soared in 2020. No company illustrates that point better than Zoom Video Communications (NASDAQ:ZM). Shares of the leading video communication platform skyrocketed more than 395% during the year. However, investors have been fleeing from stocks that benefited from COVID throughout 2021. That mass sell-off has crushed Zoom's stock and put its shares in the bargain bin. I think that's providing investors with an opportune time to get in.\nZoom's recent quarterly results show that its high-growth days are far from over. Zoom's revenue grew 35% year over year in the third quarter to $1.05 billion. Better yet, its margins expanded across the board. That allowed its adjusted earnings per share to jump 68% to $1.11. Clearly, the reopening of the world hasn't been bad for businesses.\nIf that wasn't impressive enough, Zoom also raised its full-year guidance. Management now expects revenue to land between $4.079 billion to $4.081 billion (up from $4.005 billion to $4.015 billion). This represents more than 50% growth from 2020. What's more, Wall Street expects Zoom's revenue to grow another 16% in 2022. These numbers tell me that the bull case for owning Zoom's stock is hardly firmly intact.\nThere's no doubt in my mind that Zoom's growth will continue to slow in the coming years, but I also firmly believe that flex work is here to stay. That means that the long-term demand for high-quality video software will remain strong for years. As a leader in the field, Zoom looks poised to benefit from that mega-trend.\nMeanwhile, Zoom's stock has fallen so much that its valuation is finally looking reasonable. Shares are trading for less than 45 times next year's adjusted earnings estimates, and under 18 times sales. While these numbers might not look classically \"cheap\", I think they are a bargain price to pay for a high-quality business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601151102,"gmtCreate":1638500443615,"gmtModify":1638500443615,"author":{"id":"4096354508828290","authorId":"4096354508828290","name":"ScorpionKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601151102","repostId":"1115803962","repostType":4,"repost":{"id":"1115803962","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638457339,"share":"https://www.laohu8.com/m/news/1115803962?lang=&edition=full","pubTime":"2021-12-02 23:02","market":"us","language":"en","title":"The three US EV giant fell in early trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1115803962","media":"Tiger Newspress","summary":"The three US EV giant fell in early trading.Tesla,Rivian and Lucid dropped between 1% and 3%.","content":"<p>The three US EV giant fell in early trading.Tesla,Rivian and Lucid dropped between 1% and 3%.</p>\n<p><img src=\"https://static.tigerbbs.com/c493eddba2457a511fe89f2f4dc415cc\" tg-width=\"405\" tg-height=\"179\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The three US EV giant fell in early trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe three US EV giant fell in early trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-02 23:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The three US EV giant fell in early trading.Tesla,Rivian and Lucid dropped between 1% and 3%.</p>\n<p><img src=\"https://static.tigerbbs.com/c493eddba2457a511fe89f2f4dc415cc\" tg-width=\"405\" tg-height=\"179\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115803962","content_text":"The three US EV giant fell in early trading.Tesla,Rivian and Lucid dropped between 1% and 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695220826,"gmtCreate":1641478967166,"gmtModify":1641478967240,"author":{"id":"4096354508828290","authorId":"4096354508828290","name":"ScorpionKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695220826","repostId":"2201237432","repostType":4,"repost":{"id":"2201237432","pubTimestamp":1641423998,"share":"https://www.laohu8.com/m/news/2201237432?lang=&edition=full","pubTime":"2022-01-06 07:06","market":"us","language":"en","title":"Apple’s road to $4 trillion starts with its rumored headset and Apple car","url":"https://stock-news.laohu8.com/highlight/detail?id=2201237432","media":"Yahoo Finance","summary":"Apple will need to enter uncharted territory to reach $4 trillionApple (AAPL) on Monday made history","content":"<html><head></head><body><h2><b>Apple will need to enter uncharted territory to reach $4 trillion</b></h2><p>Apple (AAPL) on Monday made history by becoming the first publicly traded company with a market cap of $3 trillion. It’s now seesawing back and forth between the mark for the thrill of it.</p><p>It’s a remarkable feat for a company that needed a cash infusion from rival Microsoft in 1997 to stay afloat. But $3 trillion is Monday’s news. So where does the company go from here?</p><p>There’s the obvious — more iPhones that get people into the company’s ecosystem and accessories like the Apple Watch and AirPods to keep them hooked. But the company will also need to take big risks on its way to $4 trillion.</p><p>“Apple needs to assume that the sort of market power that they&#39;ve enjoyed with the App Store and in the price of the iPhones, that&#39;s going to disappear,” explained <a href=\"https://laohu8.com/S/DEX.AU\">Duke</a> University Fuqua School of Business professor Campbell Harvey.</p><p>Thankfully for Apple, it already has a track record of jumping into established device and services categories and outshining its competitors with ease. Need proof? Look no further than the iPhone, Apple Watch, and AirPods to name a few of its products Apple developed by cribbing notes from competitors before leaving them in the dust.</p><p>But the company’s most anticipated upcoming products — its mixed reality headset and long-rumored Apple car — will be different from anything Apple has offered before.</p><h2><b>Headsets are clunky and uncomfortable, Apple needs to change that</b></h2><p>I’ve used headsets ranging from the Oculus Quest 2 to Sony’s PlayStation VR, and besides making me sweat like an animal after 15 minutes, the on-screen content is relatively pixelated.</p><p>But Apple has a knack for taking problematic products and making them hits. The iPhone wasn’t the world’s first smartphone when it launched in 2007. And the Apple Watch and AirPods weren’t the first smartwatch and wireless earbuds when they debuted in 2016. But they’ve all gone on to be bestsellers, because Apple improved on the design and capabilities of its competitors.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ef8cc993f872e34f1ff884138aa493b\" tg-width=\"4995\" tg-height=\"3330\" width=\"100%\" height=\"auto\"/><span>Facebook parent Meta is already plunging into the world of AR/VR and the metaverse. Apple will need to catch up. (Photo by Dmitry Feoktistov\\TASS via Getty Images)Dmitry Feoktistov via Getty Images</span></p><p>When it comes to headsets, however, Apple will not only have to improve comfort and image quality — it will also have to ensure plenty of apps can take advantage of the hardware. After all, while current consumer headsets are largely geared towards gamers, Apple is looking for volume sales, and that means offering apps that appeal to non-gamers too.</p><p>And even when Apple launches its headset, it might be some time before the mainstream gets on the bandwagon, if it ever does, according to Loup Ventures’ Gene Munster.</p><p>“The initial headsets’ demand when they first come out is going to be muted at best,” Munster explained. “I think it will grow into something that we use all the time. But to put that into perspective we&#39;re talking about a $2,500 to $3,000 headset that is still going to be uncomfortable for a lot of people to wear.”</p><p>However, the headset could evolve into an essential product. Apple has managed this before with the Apple Watch, which had a chilly reception before the company shifted its focus to fitness and saw sales explode. And if Apple can do the same with the headset, Munster explained, it could eventually rival the iPhone’s sales.</p><h2><b>Apple’s car will drive its future</b></h2><p>While it’s easy to see where Apple’s headset fits into its product portfolio, the rumored Apple car is about as far afield from its base expertise as it gets. But if Apple can pull off a car of its own, it could dictate the company’s future as much as the original iPhone did.</p><p>The car’s journey has had its fits and starts with Apple originally opting for its own electric self-driving vehicle, then switching to producing just the self-driving technology to power a car, and back to an electric self-driving car of its own again.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/114d1969e3fb37e132e1d5ac6739d75b\" tg-width=\"3959\" tg-height=\"2639\" width=\"100%\" height=\"auto\"/><span>Apple will enter a crowded EV space with fellow tech giant Sony entering the fray. (Photo by Alex Wong/Getty Images)Alex Wong via Getty Images</span></p><p>As Tesla has proven, building a car brand is no easy task. What’s more, Apple is entering a crowded space with companies like Rivian (RIVN) bringing its trucks to market and contenders like Vinfast bringing its electric cars to the U.S. Traditional automakers like Ford (F) and GM (GM) have also jumped into the EV space. Even Sony is getting in on the game, revealing a second electric vehicle prototype and plans for an electric vehicle company at CES 2022.</p><p>Still, Apple’s own car will immediately be desirable because it’s made by Apple. In October, the company began selling a polishing cloth for $19, which sold out in days. No, a polishing cloth isn’t the same as a car, but brand loyalty can go a long way.</p><h2><b>Innovation will be key</b></h2><p>For Apple to pull any of this off, and more, it will have to continue to invest heavily in research and development. In 2021, the company spent a staggering $21.9 billion on R&amp;D. For comparison, Microsoft, the closest company to Apple in market cap, spent $5.6 billion.</p><p>“I think part of the stock price today being so high, is that investors actually have the confidence that Apple is going to do something really innovative again in the future,” Harvey said.</p><p>That, he explained, will be key to preventing Apple from becoming complacent with its current profit drivers, its iPhone and services, and ensure it stays ahead of the competition.</p><p>“Do you really believe that in 10 years people will be carrying around a clunky iPhone? Or anything like what we&#39;ve got today?” Harvey asked.</p><p>It’s clear that Apple understands how to change with the times. It successfully pivoted from selling computers to iPods to iPhones to Apple Watches. But its foray into the still-unproved headset market and push into the automotive arena will be its biggest test yet.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s road to $4 trillion starts with its rumored headset and Apple car</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple’s road to $4 trillion starts with its rumored headset and Apple car\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-06 07:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apples-road-to-4-trillion-starts-with-its-rumored-headset-and-apple-car-180910042.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple will need to enter uncharted territory to reach $4 trillionApple (AAPL) on Monday made history by becoming the first publicly traded company with a market cap of $3 trillion. It’s now seesawing ...</p>\n\n<a href=\"https://finance.yahoo.com/news/apples-road-to-4-trillion-starts-with-its-rumored-headset-and-apple-car-180910042.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4505":"高瓴资本持仓","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"https://finance.yahoo.com/news/apples-road-to-4-trillion-starts-with-its-rumored-headset-and-apple-car-180910042.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201237432","content_text":"Apple will need to enter uncharted territory to reach $4 trillionApple (AAPL) on Monday made history by becoming the first publicly traded company with a market cap of $3 trillion. It’s now seesawing back and forth between the mark for the thrill of it.It’s a remarkable feat for a company that needed a cash infusion from rival Microsoft in 1997 to stay afloat. But $3 trillion is Monday’s news. So where does the company go from here?There’s the obvious — more iPhones that get people into the company’s ecosystem and accessories like the Apple Watch and AirPods to keep them hooked. But the company will also need to take big risks on its way to $4 trillion.“Apple needs to assume that the sort of market power that they've enjoyed with the App Store and in the price of the iPhones, that's going to disappear,” explained Duke University Fuqua School of Business professor Campbell Harvey.Thankfully for Apple, it already has a track record of jumping into established device and services categories and outshining its competitors with ease. Need proof? Look no further than the iPhone, Apple Watch, and AirPods to name a few of its products Apple developed by cribbing notes from competitors before leaving them in the dust.But the company’s most anticipated upcoming products — its mixed reality headset and long-rumored Apple car — will be different from anything Apple has offered before.Headsets are clunky and uncomfortable, Apple needs to change thatI’ve used headsets ranging from the Oculus Quest 2 to Sony’s PlayStation VR, and besides making me sweat like an animal after 15 minutes, the on-screen content is relatively pixelated.But Apple has a knack for taking problematic products and making them hits. The iPhone wasn’t the world’s first smartphone when it launched in 2007. And the Apple Watch and AirPods weren’t the first smartwatch and wireless earbuds when they debuted in 2016. But they’ve all gone on to be bestsellers, because Apple improved on the design and capabilities of its competitors.Facebook parent Meta is already plunging into the world of AR/VR and the metaverse. Apple will need to catch up. (Photo by Dmitry Feoktistov\\TASS via Getty Images)Dmitry Feoktistov via Getty ImagesWhen it comes to headsets, however, Apple will not only have to improve comfort and image quality — it will also have to ensure plenty of apps can take advantage of the hardware. After all, while current consumer headsets are largely geared towards gamers, Apple is looking for volume sales, and that means offering apps that appeal to non-gamers too.And even when Apple launches its headset, it might be some time before the mainstream gets on the bandwagon, if it ever does, according to Loup Ventures’ Gene Munster.“The initial headsets’ demand when they first come out is going to be muted at best,” Munster explained. “I think it will grow into something that we use all the time. But to put that into perspective we're talking about a $2,500 to $3,000 headset that is still going to be uncomfortable for a lot of people to wear.”However, the headset could evolve into an essential product. Apple has managed this before with the Apple Watch, which had a chilly reception before the company shifted its focus to fitness and saw sales explode. And if Apple can do the same with the headset, Munster explained, it could eventually rival the iPhone’s sales.Apple’s car will drive its futureWhile it’s easy to see where Apple’s headset fits into its product portfolio, the rumored Apple car is about as far afield from its base expertise as it gets. But if Apple can pull off a car of its own, it could dictate the company’s future as much as the original iPhone did.The car’s journey has had its fits and starts with Apple originally opting for its own electric self-driving vehicle, then switching to producing just the self-driving technology to power a car, and back to an electric self-driving car of its own again.Apple will enter a crowded EV space with fellow tech giant Sony entering the fray. (Photo by Alex Wong/Getty Images)Alex Wong via Getty ImagesAs Tesla has proven, building a car brand is no easy task. What’s more, Apple is entering a crowded space with companies like Rivian (RIVN) bringing its trucks to market and contenders like Vinfast bringing its electric cars to the U.S. Traditional automakers like Ford (F) and GM (GM) have also jumped into the EV space. Even Sony is getting in on the game, revealing a second electric vehicle prototype and plans for an electric vehicle company at CES 2022.Still, Apple’s own car will immediately be desirable because it’s made by Apple. In October, the company began selling a polishing cloth for $19, which sold out in days. No, a polishing cloth isn’t the same as a car, but brand loyalty can go a long way.Innovation will be keyFor Apple to pull any of this off, and more, it will have to continue to invest heavily in research and development. In 2021, the company spent a staggering $21.9 billion on R&D. For comparison, Microsoft, the closest company to Apple in market cap, spent $5.6 billion.“I think part of the stock price today being so high, is that investors actually have the confidence that Apple is going to do something really innovative again in the future,” Harvey said.That, he explained, will be key to preventing Apple from becoming complacent with its current profit drivers, its iPhone and services, and ensure it stays ahead of the competition.“Do you really believe that in 10 years people will be carrying around a clunky iPhone? Or anything like what we've got today?” Harvey asked.It’s clear that Apple understands how to change with the times. It successfully pivoted from selling computers to iPods to iPhones to Apple Watches. But its foray into the still-unproved headset market and push into the automotive arena will be its biggest test yet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603712783,"gmtCreate":1638452181297,"gmtModify":1638452181297,"author":{"id":"4096354508828290","authorId":"4096354508828290","name":"ScorpionKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great. Lets hit at $200","listText":"Great. Lets hit at $200","text":"Great. Lets hit at $200","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603712783","repostId":"2188518416","repostType":2,"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609251982,"gmtCreate":1638287674748,"gmtModify":1638287674748,"author":{"id":"4096354508828290","authorId":"4096354508828290","name":"ScorpionKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609251982","repostId":"2187305219","repostType":4,"repost":{"id":"2187305219","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1638228480,"share":"https://www.laohu8.com/m/news/2187305219?lang=&edition=full","pubTime":"2021-11-30 07:28","market":"us","language":"en","title":"GlobalFoundries' first earnings report expected to show strength in lower-tech chip designs","url":"https://stock-news.laohu8.com/highlight/detail?id=2187305219","media":"Dow Jones","summary":"Earnings preview: Amid semiconductor-supply crunch, GlobalFoundries expected to benefit from making ","content":"<p>Earnings preview: Amid semiconductor-supply crunch, GlobalFoundries expected to benefit from making non-cutting-edge but essential chips</p>\n<p>GlobalFoundries Inc. rolls into its first earnings report as a public company seeking to capitalize on its servicing of non-cutting edge chip designs amid a global semiconductor supply crunch.</p>\n<p>GlobalFoundries <a href=\"https://laohu8.com/S/GFS.UK\">$(GFS.UK)$</a> is scheduled to report quarterly earnings on Tuesday after the close of markets. The Malta, N.Y.-based silicon wafer foundry -- known as a fabrication plant, or \"fab,\" in industry parlance -- debuted its stock on the Nasdaq in late October. Wall Street analysts just started coverage of the stock last week.</p>\n<p>GlobalFoundries CEO on IPO: 'We have to accelerate our capacity'</p>\n<p>Third-party fabs like GlobalFoundries make silicon wafers for the majority of chip makers that do not have their own fabs -- companies like Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> and Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, for example. GlobalFoundries bills itself as the third largest foundry in the world based on external sales.</p>\n<p>While the world is still working its way through a global chip shortage, and fabs still have long back orders from customers, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the standout aspects of GlobalFoundries is that it services chip makers that are not considered cutting edge but are essential all the same, as evidenced in shortages of inexpensive chips that are crucial for the production of autos.</p>\n<p>\"GlobalFoundries has carved out a niche in the fast-growing foundry market by focusing on older, trailing-edge technology that has been neglected by [Taiwan Semiconductor Manufacturing Co. (2330.TW)], the largest foundry company,\" Citi Research analyst Christopher Danley, who has a buy rating and a $75 price target, wrote in a note about the company.</p>\n<p>\"In addition, GlobalFoundries has proprietary wireless technology that has resulted in strong share gains with leading wireless companies such as Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>, Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, and Qorvo <a href=\"https://laohu8.com/S/QRVO\">$(QRVO)$</a>,\" he said.</p>\n<p>Citi's Danley also sees GlobalFoundries as being a \"major beneficiary from the industrywide shortages.\"</p>\n<p>What to expect</p>\n<p>Earnings: Of six analysts surveyed by FactSet, GlobalFoundries on average is expected to post a loss of a penny a share. A month ago, Thomas Caulfield, GlobalFoundries chief executive, forecast a profit of about $290 million to $300 million for the September-ending quarter. Of the seven analysts polled by FactSet, the Street expects a loss of $19.9 million.</p>\n<p>Revenue: Wall Street expects revenue of $1.7 billion from GlobalFoundries, according to nine analysts polled by FactSet. Caulfield forecast revenue of about $1.7 billion.</p>\n<p>Stock movement: Since the company's trading debut on Oct. 28, shares have surged 50% from their $47 IPO pricing. Over that same period, the <a href=\"https://laohu8.com/S/IPO\">Renaissance IPO ETF</a> <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> has declined 5%, the PHLX Semiconductor Index has risen 13%, the S&amp;P 500 index has advanced 2%, and the tech-heavy Nasdaq Composite Index has risen 2%.</p>\n<p>What analysts are saying</p>\n<p>Jefferies analyst Mark Lipacis, who has a buy rating and a $87 price target, also touched upon GlobalFoundries' focus on more practical chips.</p>\n<p>He called the fab \"the leading trailing-node, analog/mixed-signal foundry benefiting from IoT demand drivers that will translate to unit demand 10x the size of cellphones, and a shift of its customers to a fab-lite model.\"</p>\n<p>\"These dynamics have led to unprecedented levels of visibility and pricing power, and as a result, we expect GFS to maintain a premium valuation multiple,\" Lipacis said.</p>\n<p>The analyst notes that the fab's capacity is \"sold out for 2022, 94% sold out for 2023, and roughly 77% of their 2022 and 2023 sales (approx. $10 billion) are secured by long-term agreements.\"</p>\n<p>Cowen analyst Krish Sankar, who has an outperform rating and a $80 price target, said GlobalFoundries strong backlog of single-source designs could double the company's gross margins through 2025 and drive a 40% earnings-per-share compound annual growth rate.</p>\n<p>\"As a U.S. DoD Trusted Foundry, a large presence in U.S., EU, and Singapore offers geographic diversity and makes it a unique play on global (ex-Greater China) tech investment themes,\" Sankar added.</p>\n<p>Of the 16 analysts who initiated coverage just recently, 13 have buy ratings, two have hold ratings, and one has a sell rating, according to FactSet. Of those, analysts have an average target price of $77.41, according to FactSet data.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GlobalFoundries' first earnings report expected to show strength in lower-tech chip designs</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\">\nGlobalFoundries' first earnings report expected to show strength in lower-tech chip designs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-11-30 07:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Earnings preview: Amid semiconductor-supply crunch, GlobalFoundries expected to benefit from making non-cutting-edge but essential chips</p>\n<p>GlobalFoundries Inc. rolls into its first earnings report as a public company seeking to capitalize on its servicing of non-cutting edge chip designs amid a global semiconductor supply crunch.</p>\n<p>GlobalFoundries <a href=\"https://laohu8.com/S/GFS.UK\">$(GFS.UK)$</a> is scheduled to report quarterly earnings on Tuesday after the close of markets. The Malta, N.Y.-based silicon wafer foundry -- known as a fabrication plant, or \"fab,\" in industry parlance -- debuted its stock on the Nasdaq in late October. Wall Street analysts just started coverage of the stock last week.</p>\n<p>GlobalFoundries CEO on IPO: 'We have to accelerate our capacity'</p>\n<p>Third-party fabs like GlobalFoundries make silicon wafers for the majority of chip makers that do not have their own fabs -- companies like Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> and Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, for example. GlobalFoundries bills itself as the third largest foundry in the world based on external sales.</p>\n<p>While the world is still working its way through a global chip shortage, and fabs still have long back orders from customers, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the standout aspects of GlobalFoundries is that it services chip makers that are not considered cutting edge but are essential all the same, as evidenced in shortages of inexpensive chips that are crucial for the production of autos.</p>\n<p>\"GlobalFoundries has carved out a niche in the fast-growing foundry market by focusing on older, trailing-edge technology that has been neglected by [Taiwan Semiconductor Manufacturing Co. (2330.TW)], the largest foundry company,\" Citi Research analyst Christopher Danley, who has a buy rating and a $75 price target, wrote in a note about the company.</p>\n<p>\"In addition, GlobalFoundries has proprietary wireless technology that has resulted in strong share gains with leading wireless companies such as Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>, Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, and Qorvo <a href=\"https://laohu8.com/S/QRVO\">$(QRVO)$</a>,\" he said.</p>\n<p>Citi's Danley also sees GlobalFoundries as being a \"major beneficiary from the industrywide shortages.\"</p>\n<p>What to expect</p>\n<p>Earnings: Of six analysts surveyed by FactSet, GlobalFoundries on average is expected to post a loss of a penny a share. A month ago, Thomas Caulfield, GlobalFoundries chief executive, forecast a profit of about $290 million to $300 million for the September-ending quarter. Of the seven analysts polled by FactSet, the Street expects a loss of $19.9 million.</p>\n<p>Revenue: Wall Street expects revenue of $1.7 billion from GlobalFoundries, according to nine analysts polled by FactSet. Caulfield forecast revenue of about $1.7 billion.</p>\n<p>Stock movement: Since the company's trading debut on Oct. 28, shares have surged 50% from their $47 IPO pricing. Over that same period, the <a href=\"https://laohu8.com/S/IPO\">Renaissance IPO ETF</a> <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> has declined 5%, the PHLX Semiconductor Index has risen 13%, the S&amp;P 500 index has advanced 2%, and the tech-heavy Nasdaq Composite Index has risen 2%.</p>\n<p>What analysts are saying</p>\n<p>Jefferies analyst Mark Lipacis, who has a buy rating and a $87 price target, also touched upon GlobalFoundries' focus on more practical chips.</p>\n<p>He called the fab \"the leading trailing-node, analog/mixed-signal foundry benefiting from IoT demand drivers that will translate to unit demand 10x the size of cellphones, and a shift of its customers to a fab-lite model.\"</p>\n<p>\"These dynamics have led to unprecedented levels of visibility and pricing power, and as a result, we expect GFS to maintain a premium valuation multiple,\" Lipacis said.</p>\n<p>The analyst notes that the fab's capacity is \"sold out for 2022, 94% sold out for 2023, and roughly 77% of their 2022 and 2023 sales (approx. $10 billion) are secured by long-term agreements.\"</p>\n<p>Cowen analyst Krish Sankar, who has an outperform rating and a $80 price target, said GlobalFoundries strong backlog of single-source designs could double the company's gross margins through 2025 and drive a 40% earnings-per-share compound annual growth rate.</p>\n<p>\"As a U.S. DoD Trusted Foundry, a large presence in U.S., EU, and Singapore offers geographic diversity and makes it a unique play on global (ex-Greater China) tech investment themes,\" Sankar added.</p>\n<p>Of the 16 analysts who initiated coverage just recently, 13 have buy ratings, two have hold ratings, and one has a sell rating, according to FactSet. Of those, analysts have an average target price of $77.41, according to FactSet data.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2187305219","content_text":"Earnings preview: Amid semiconductor-supply crunch, GlobalFoundries expected to benefit from making non-cutting-edge but essential chips\nGlobalFoundries Inc. rolls into its first earnings report as a public company seeking to capitalize on its servicing of non-cutting edge chip designs amid a global semiconductor supply crunch.\nGlobalFoundries $(GFS.UK)$ is scheduled to report quarterly earnings on Tuesday after the close of markets. The Malta, N.Y.-based silicon wafer foundry -- known as a fabrication plant, or \"fab,\" in industry parlance -- debuted its stock on the Nasdaq in late October. Wall Street analysts just started coverage of the stock last week.\nGlobalFoundries CEO on IPO: 'We have to accelerate our capacity'\nThird-party fabs like GlobalFoundries make silicon wafers for the majority of chip makers that do not have their own fabs -- companies like Apple Inc. $(AAPL)$ and Nvidia Corp. $(NVDA)$, for example. GlobalFoundries bills itself as the third largest foundry in the world based on external sales.\nWhile the world is still working its way through a global chip shortage, and fabs still have long back orders from customers, one of the standout aspects of GlobalFoundries is that it services chip makers that are not considered cutting edge but are essential all the same, as evidenced in shortages of inexpensive chips that are crucial for the production of autos.\n\"GlobalFoundries has carved out a niche in the fast-growing foundry market by focusing on older, trailing-edge technology that has been neglected by [Taiwan Semiconductor Manufacturing Co. (2330.TW)], the largest foundry company,\" Citi Research analyst Christopher Danley, who has a buy rating and a $75 price target, wrote in a note about the company.\n\"In addition, GlobalFoundries has proprietary wireless technology that has resulted in strong share gains with leading wireless companies such as Qualcomm $(QCOM)$, Broadcom $(AVGO)$, and Qorvo $(QRVO)$,\" he said.\nCiti's Danley also sees GlobalFoundries as being a \"major beneficiary from the industrywide shortages.\"\nWhat to expect\nEarnings: Of six analysts surveyed by FactSet, GlobalFoundries on average is expected to post a loss of a penny a share. A month ago, Thomas Caulfield, GlobalFoundries chief executive, forecast a profit of about $290 million to $300 million for the September-ending quarter. Of the seven analysts polled by FactSet, the Street expects a loss of $19.9 million.\nRevenue: Wall Street expects revenue of $1.7 billion from GlobalFoundries, according to nine analysts polled by FactSet. Caulfield forecast revenue of about $1.7 billion.\nStock movement: Since the company's trading debut on Oct. 28, shares have surged 50% from their $47 IPO pricing. Over that same period, the Renaissance IPO ETF $(IPO.UK)$ has declined 5%, the PHLX Semiconductor Index has risen 13%, the S&P 500 index has advanced 2%, and the tech-heavy Nasdaq Composite Index has risen 2%.\nWhat analysts are saying\nJefferies analyst Mark Lipacis, who has a buy rating and a $87 price target, also touched upon GlobalFoundries' focus on more practical chips.\nHe called the fab \"the leading trailing-node, analog/mixed-signal foundry benefiting from IoT demand drivers that will translate to unit demand 10x the size of cellphones, and a shift of its customers to a fab-lite model.\"\n\"These dynamics have led to unprecedented levels of visibility and pricing power, and as a result, we expect GFS to maintain a premium valuation multiple,\" Lipacis said.\nThe analyst notes that the fab's capacity is \"sold out for 2022, 94% sold out for 2023, and roughly 77% of their 2022 and 2023 sales (approx. $10 billion) are secured by long-term agreements.\"\nCowen analyst Krish Sankar, who has an outperform rating and a $80 price target, said GlobalFoundries strong backlog of single-source designs could double the company's gross margins through 2025 and drive a 40% earnings-per-share compound annual growth rate.\n\"As a U.S. DoD Trusted Foundry, a large presence in U.S., EU, and Singapore offers geographic diversity and makes it a unique play on global (ex-Greater China) tech investment themes,\" Sankar added.\nOf the 16 analysts who initiated coverage just recently, 13 have buy ratings, two have hold ratings, and one has a sell rating, according to FactSet. Of those, analysts have an average target price of $77.41, according to FactSet data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875577063,"gmtCreate":1637676180210,"gmtModify":1637676180335,"author":{"id":"4096354508828290","authorId":"4096354508828290","name":"ScorpionKing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Gogo Lucid","listText":"Gogo Lucid","text":"Gogo Lucid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875577063","repostId":"1170981862","repostType":4,"repost":{"id":"1170981862","pubTimestamp":1637656549,"share":"https://www.laohu8.com/m/news/1170981862?lang=&edition=full","pubTime":"2021-11-23 16:35","market":"us","language":"en","title":"Lucid Motors Is Set Up To Surpass Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1170981862","media":"seekingalpha","summary":"First-movers are often assumed to carry a lasting advantage. This is not the case and, especially with the EV market, the first-mover advantage is not a powerful long-term asset.Tesla’s success has made Lucid’s challenge far more effective than it otherwise would’ve been, creating a market for the car and the investor interest required to fund the company.Lucid looks to be a far more nimble company than Tesla, allowing it to take the industry’s rapid evolution in stride, with a superior vehicle ","content":"<p>Summary</p>\n<ul>\n <li>First-movers are often assumed to carry a lasting advantage. This is not the case and, especially with the EV market, the first-mover advantage is not a powerful long-term asset.</li>\n <li>Tesla’s success has made Lucid’s challenge far more effective than it otherwise would’ve been, creating a market for the car and the investor interest required to fund the company.</li>\n <li>Lucid looks to be a far more nimble company than Tesla, allowing it to take the industry’s rapid evolution in stride, with a superior vehicle platform.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/876e502aba19c09f0db1a83835e9bcd9\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\"><span>Spencer Platt/Getty Images News</span></p>\n<p>Lucid Motors (LCID) only recently began delivering its first vehicles to customers, yet it has&nbsp;already received&nbsp;the laurels of MotorTrend’s 2022 Car of the Year. The vehicle’sindustry-leading drivetrain technology, great design, and solid build quality earned it that title. Yet, Tesla (TSLA) remains the king of the EV. Of course, one car with limited volume isn’t going to change anything, though that’s not the way things are set to stay.I wrote on Lucid’s growth prospects&nbsp;some time ago, so that’s not the focus of today’s article. Instead, I’m here to discuss why Lucid Motors is well-positioned to surpass Tesla due to a rapidly eroding first-mover advantage. In&nbsp;an article on TeslaI published earlier this year, I discussed how the brand’s cache is already starting to slip. While we can sit here and debate that General Motors (GM) was actually the first EV manufacturer with its EV1 back in the ’90s, I think we all know that Tesla really earned that title. This article will discuss why that may not be such a good thing.</p>\n<p>The First-Mover Fallacy</p>\n<p>Oftentimes, the first-mover in a major new market is identified as said market’s future leader. It’s easy to see why, as they’re often associated with the market that they’ve created. Yet, think web browser and you probably think of Alphabet’s (GOOG) Google Chrome. Think of email, you’re again most likely going to think of a Google product -- this time Gmail. Social media? Facebook (FB). Cell phone? iPhone. You get the idea. What’s one thing all of these different products have in common? None of them were the first to market. Yet, despite this, they’ve all become the pinnacle of each of their respective markets.</p>\n<p>So, the big question is “Why?” Why are none of these transformative first-movers the leaders of their industry? Well, there’s not really one blanket answer.A 2005 publication&nbsp;to The Harvard Business Review discusses the idea of this fallacy.</p>\n<blockquote>\n “But for every academic study proving that first-mover advantages exist, there is a study proving they do not. While some well-known first-movers, such as Gillette in safety razors and Sony in personal stereos, have enjoyed considerable success, others, such as Xerox in fax machines and eToys in Internet retailing, have failed. We have found that the differences in outcome are not random—that first-mover status can confer advantages, but it does not do so categorically. Much depends on the circumstances in which it is sought.”\n</blockquote>\n<p>I find this last sentence to be particularly powerful, as every industry is vastly different and allows for alternate outcomes. There will always be some level of unpredictability, dumb luck if you will, though The Harvard Business Review identified two factors that seem to reliably indicate whether or not the first-mover advantage will last. “The pace at which the technology of the product in question is evolving and the pace at which the market for that product is expanding” are these two critical factors.</p>\n<p>The rate of innovation in the EV sector is currently one of the most impressive global efforts I’ve ever seen, as is the rate at which the market is expanding.Since 2015, global sales of EVs have grown at an average rate of 50%. Yet, this is heating up. Global EV sales in 2021are expected&nbsp;to rise 83% over last year, increasing the rate of adoption as more options flood the market. In order for first-movers to be successful, there needs to be substantial interest in the market. This plays into Tesla’s hands. However, the extreme level of growth in the market necessitates more competition. This opens the door for others to combat Tesla.</p>\n<p>Let’s come back to the idea of rapid innovation as well. Companies likeNano One(OTCPK:NNOMF) andSES(IVAN), both of which I’ve covered, are looking to introduce industry-shifting innovations. They’re not alone either. CATL, a Chinese battery producer, is&nbsp;on the verge&nbsp;of becoming the country’s second-largest company. CATL&nbsp;is on pace&nbsp;to spend nearly $1 billion on R&amp;D this year, up 115% over the first half of last year. In this market of rapid innovation, it is nigh on impossible for any one company to stay at the forefront.</p>\n<p>The EV industry has failed what The Harvard Business review deemed the two most important litmus tests in determining whether a first-mover truly has any advantage. Not great news for the incumbent leader, Tesla. Though, I argue that there is more that can bring down the power of a first-mover. Complacency can create opportunities for others to thrive. In the next section, I will discuss how Tesla’s complacency, as well as a few other factors, mean that there are more reasons than a highly innovative and quickly-growing market for Tesla to fall.</p>\n<p>Where Tesla’s Faltering</p>\n<p>I think that there’s no question Lucid owes a majority of its early success to Tesla. Tesla essentially created the market for Lucid and, maybe even more importantly, got investors to pay attention to them. All of that attention&nbsp;allowed Lucid Motors&nbsp;to raise $4.4 billion in its SPAC merger with Churchill Capital. That money was enough for Lucid to bring the Air to market, continue development work on its SUV, and expand its production footprint. That’s something that Tesla never had and will be immensely powerful for Lucid Motors. Now, I’m not saying that Lucid has an easy road to mass production, far from it, but there’s no question that it’s easier than Tesla’s was. This is the first stage in which Lucid is benefiting from Tesla’s prior struggles.</p>\n<p>Though, a good start means nothing if the company can’t build on it. This is where I believe that Tesla is simply holding the door open for Lucid Motors. Tesla has seemingly become lazy and no longer has that fire to continue innovating. I can’t say I blame them, they’ve got several years on their closest competition and their cars are some of the best in the category. Well, perhaps before the Air came to market.</p>\n<p>The quality control issues&nbsp;that plagued Tesla&nbsp;in its early days were an issue, though forgivable given the company’s tumultuous path to production. Yet, there are still&nbsp;a number of reports&nbsp;concerning poor build quality. These issues&nbsp;are even present&nbsp;on the company’s $130,000 Model S Plaid. At this point, these issues are inexcusable. Especially on a $130,000 car. Lucid&nbsp;has worked hard&nbsp;to make sure it avoided making the same mistakes, even delaying initial production to do so, and&nbsp;it’s paid off. We’ll have to wait and see if a larger sample size produces the same result but, so far, the quality of the Air looks to be on par with its luxury price tag.</p>\n<p>The other major area that Tesla seems to be lacking in is powertrain development. Having just released a car that goes 0-60 in less than two seconds, this may seem like a bit of an unjustified claim. But that’s not the only way to measure the capability of a powertrain. In&nbsp;an older article, I reviewed the quality of Lucid’s core product offering. That article focused on its powertrain efficiency. The Air is capable of&nbsp;up to 520 miles of range, at an efficiency of 4.64 miles/kWh (the electric equivalent to miles/gallon). Granted, this is for the company’s Grand Touring trim,which costs a whopping $139,000. The base version of the Air, which costs $77,400, has an efficiency of 5.41 miles/kWh, traveling 406 miles on a single charge (using an estimated battery size of75 kWh). Tesla’s Long Range Model S, which travels412 miles&nbsp;on a single charge, is Tesla’s most efficient vehicle with an efficiency of 4.12 miles/kWh. I’m not going to get into the specifics on how this was achieved, as this was all explained in&nbsp;that previous article. For our purposes here, it’s just important to understand that it&nbsp;<i>was</i>&nbsp;done.</p>\n<p>Now, it’s easy to point to Tesla’s batteries and say that they’re the most advanced in the world. I wouldn’t argue with you there, though I’m not sure that’ll be the case for very long. It’s already becoming far less obvious than it once was, as improvements become increasingly more iterative and less significant. Essentially, Tesla’s stuck making small incremental changes while its competitors, which once were far behind, have had the chance to catch up. The company hopes that its new 4680 cells will give it the next big leap, but I think they’re moving in the wrong direction. Below is a visual representation, a top-down view of what a Tesla battery pack looks like.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfb24c19eee013cc09407af804bcfc65\" tg-width=\"757\" tg-height=\"521\" referrerpolicy=\"no-referrer\"><span>Source: Author’s Creation</span></p>\n<p>All of the red space you see is wasted space. Trying to fit a bunch of cylinders in a rectangular container is always going to be inefficient. Hence, from a volumetric density perspective, the prismatic cell architecture is superior. In vehicles, where space is a premium, volumetric density is a critical performance benchmark. Though, I think that this speaks to a larger issue in Tesla’s battery cell development. Ina previous article, I discussed how Tesla’s batteries are becoming a liability. The company’s unwillingness to consider lithium metal batteries as the next generation of lithium-ion batteries could see the company’s battery advantage completely erode by the end of the decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9f51e943a3340831639c2db1513cc4a\" tg-width=\"1280\" tg-height=\"486\" referrerpolicy=\"no-referrer\"><span>Source:C&amp;EN</span></p>\n<p>The fact that Lucid isn’t reliant upon their own battery technology means that it is far more nimble during this time of significant battery iteration. As noted in the above section, the EV industry is likely to be driven by a series of disruptive technologies through the foreseeable future, and a company that is easily able to consistently pivot to these disruptive technologies has a better chance of staying on top of the market. To give Tesla credit, its cells are some of the best on the market. However, it’s hard to stay at the top of two different fields, car design and battery design, and the desire to do so often results in failure. The fact that Lucid walloped Tesla in drivetrain efficiency speaks to the fact that Tesla is no longer engineering the best electric vehicles and all signs point to Tesla’s battery advantage dwindling.</p>\n<p>Investor Takeaway</p>\n<p>Look, I don’t think that Tesla, or Lucid Motors for that matter, should be valued close to where they are today but the fact of the matter is that they are. If Lucid will ultimately be the stronger of the two, take that as you will. I won’t pretend that I can predict the flow of the market with companies like Tesla and Lucid, which trade so far removed from any fundamentals, but I do think that time will prove that Lucid is the better of the two companies.</p>\n<p>Ignoring share prices, Lucid Motors is gearing up for some pretty extreme growth. The company has a lot of cash on hand and is using it to invest in growing its production and product offerings. Similar to Tesla, Lucid plans to introduce mass-market vehicles after its niche offerings begin generating capital and brand awareness. As the disclosure below notes, I own shares of Lucid Motors. This may seem strange, as I just said that their fundamentals don’t come close to justifying their valuation. Though, when shares were under $20, it was far more appealing. To be completely honest, at this stage, I’m just holding to see where it goes.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lucid Motors Is Set Up To Surpass Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLucid Motors Is Set Up To Surpass Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-23 16:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4471273-lucid-motors-lcid-stock-surpass-tesla><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nFirst-movers are often assumed to carry a lasting advantage. This is not the case and, especially with the EV market, the first-mover advantage is not a powerful long-term asset.\nTesla’s ...</p>\n\n<a href=\"https://seekingalpha.com/article/4471273-lucid-motors-lcid-stock-surpass-tesla\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4471273-lucid-motors-lcid-stock-surpass-tesla","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1170981862","content_text":"Summary\n\nFirst-movers are often assumed to carry a lasting advantage. This is not the case and, especially with the EV market, the first-mover advantage is not a powerful long-term asset.\nTesla’s success has made Lucid’s challenge far more effective than it otherwise would’ve been, creating a market for the car and the investor interest required to fund the company.\nLucid looks to be a far more nimble company than Tesla, allowing it to take the industry’s rapid evolution in stride, with a superior vehicle platform.\n\nSpencer Platt/Getty Images News\nLucid Motors (LCID) only recently began delivering its first vehicles to customers, yet it has already received the laurels of MotorTrend’s 2022 Car of the Year. The vehicle’sindustry-leading drivetrain technology, great design, and solid build quality earned it that title. Yet, Tesla (TSLA) remains the king of the EV. Of course, one car with limited volume isn’t going to change anything, though that’s not the way things are set to stay.I wrote on Lucid’s growth prospects some time ago, so that’s not the focus of today’s article. Instead, I’m here to discuss why Lucid Motors is well-positioned to surpass Tesla due to a rapidly eroding first-mover advantage. In an article on TeslaI published earlier this year, I discussed how the brand’s cache is already starting to slip. While we can sit here and debate that General Motors (GM) was actually the first EV manufacturer with its EV1 back in the ’90s, I think we all know that Tesla really earned that title. This article will discuss why that may not be such a good thing.\nThe First-Mover Fallacy\nOftentimes, the first-mover in a major new market is identified as said market’s future leader. It’s easy to see why, as they’re often associated with the market that they’ve created. Yet, think web browser and you probably think of Alphabet’s (GOOG) Google Chrome. Think of email, you’re again most likely going to think of a Google product -- this time Gmail. Social media? Facebook (FB). Cell phone? iPhone. You get the idea. What’s one thing all of these different products have in common? None of them were the first to market. Yet, despite this, they’ve all become the pinnacle of each of their respective markets.\nSo, the big question is “Why?” Why are none of these transformative first-movers the leaders of their industry? Well, there’s not really one blanket answer.A 2005 publication to The Harvard Business Review discusses the idea of this fallacy.\n\n “But for every academic study proving that first-mover advantages exist, there is a study proving they do not. While some well-known first-movers, such as Gillette in safety razors and Sony in personal stereos, have enjoyed considerable success, others, such as Xerox in fax machines and eToys in Internet retailing, have failed. We have found that the differences in outcome are not random—that first-mover status can confer advantages, but it does not do so categorically. Much depends on the circumstances in which it is sought.”\n\nI find this last sentence to be particularly powerful, as every industry is vastly different and allows for alternate outcomes. There will always be some level of unpredictability, dumb luck if you will, though The Harvard Business Review identified two factors that seem to reliably indicate whether or not the first-mover advantage will last. “The pace at which the technology of the product in question is evolving and the pace at which the market for that product is expanding” are these two critical factors.\nThe rate of innovation in the EV sector is currently one of the most impressive global efforts I’ve ever seen, as is the rate at which the market is expanding.Since 2015, global sales of EVs have grown at an average rate of 50%. Yet, this is heating up. Global EV sales in 2021are expected to rise 83% over last year, increasing the rate of adoption as more options flood the market. In order for first-movers to be successful, there needs to be substantial interest in the market. This plays into Tesla’s hands. However, the extreme level of growth in the market necessitates more competition. This opens the door for others to combat Tesla.\nLet’s come back to the idea of rapid innovation as well. Companies likeNano One(OTCPK:NNOMF) andSES(IVAN), both of which I’ve covered, are looking to introduce industry-shifting innovations. They’re not alone either. CATL, a Chinese battery producer, is on the verge of becoming the country’s second-largest company. CATL is on pace to spend nearly $1 billion on R&D this year, up 115% over the first half of last year. In this market of rapid innovation, it is nigh on impossible for any one company to stay at the forefront.\nThe EV industry has failed what The Harvard Business review deemed the two most important litmus tests in determining whether a first-mover truly has any advantage. Not great news for the incumbent leader, Tesla. Though, I argue that there is more that can bring down the power of a first-mover. Complacency can create opportunities for others to thrive. In the next section, I will discuss how Tesla’s complacency, as well as a few other factors, mean that there are more reasons than a highly innovative and quickly-growing market for Tesla to fall.\nWhere Tesla’s Faltering\nI think that there’s no question Lucid owes a majority of its early success to Tesla. Tesla essentially created the market for Lucid and, maybe even more importantly, got investors to pay attention to them. All of that attention allowed Lucid Motors to raise $4.4 billion in its SPAC merger with Churchill Capital. That money was enough for Lucid to bring the Air to market, continue development work on its SUV, and expand its production footprint. That’s something that Tesla never had and will be immensely powerful for Lucid Motors. Now, I’m not saying that Lucid has an easy road to mass production, far from it, but there’s no question that it’s easier than Tesla’s was. This is the first stage in which Lucid is benefiting from Tesla’s prior struggles.\nThough, a good start means nothing if the company can’t build on it. This is where I believe that Tesla is simply holding the door open for Lucid Motors. Tesla has seemingly become lazy and no longer has that fire to continue innovating. I can’t say I blame them, they’ve got several years on their closest competition and their cars are some of the best in the category. Well, perhaps before the Air came to market.\nThe quality control issues that plagued Tesla in its early days were an issue, though forgivable given the company’s tumultuous path to production. Yet, there are still a number of reports concerning poor build quality. These issues are even present on the company’s $130,000 Model S Plaid. At this point, these issues are inexcusable. Especially on a $130,000 car. Lucid has worked hard to make sure it avoided making the same mistakes, even delaying initial production to do so, and it’s paid off. We’ll have to wait and see if a larger sample size produces the same result but, so far, the quality of the Air looks to be on par with its luxury price tag.\nThe other major area that Tesla seems to be lacking in is powertrain development. Having just released a car that goes 0-60 in less than two seconds, this may seem like a bit of an unjustified claim. But that’s not the only way to measure the capability of a powertrain. In an older article, I reviewed the quality of Lucid’s core product offering. That article focused on its powertrain efficiency. The Air is capable of up to 520 miles of range, at an efficiency of 4.64 miles/kWh (the electric equivalent to miles/gallon). Granted, this is for the company’s Grand Touring trim,which costs a whopping $139,000. The base version of the Air, which costs $77,400, has an efficiency of 5.41 miles/kWh, traveling 406 miles on a single charge (using an estimated battery size of75 kWh). Tesla’s Long Range Model S, which travels412 miles on a single charge, is Tesla’s most efficient vehicle with an efficiency of 4.12 miles/kWh. I’m not going to get into the specifics on how this was achieved, as this was all explained in that previous article. For our purposes here, it’s just important to understand that it was done.\nNow, it’s easy to point to Tesla’s batteries and say that they’re the most advanced in the world. I wouldn’t argue with you there, though I’m not sure that’ll be the case for very long. It’s already becoming far less obvious than it once was, as improvements become increasingly more iterative and less significant. Essentially, Tesla’s stuck making small incremental changes while its competitors, which once were far behind, have had the chance to catch up. The company hopes that its new 4680 cells will give it the next big leap, but I think they’re moving in the wrong direction. Below is a visual representation, a top-down view of what a Tesla battery pack looks like.\nSource: Author’s Creation\nAll of the red space you see is wasted space. Trying to fit a bunch of cylinders in a rectangular container is always going to be inefficient. Hence, from a volumetric density perspective, the prismatic cell architecture is superior. In vehicles, where space is a premium, volumetric density is a critical performance benchmark. Though, I think that this speaks to a larger issue in Tesla’s battery cell development. Ina previous article, I discussed how Tesla’s batteries are becoming a liability. The company’s unwillingness to consider lithium metal batteries as the next generation of lithium-ion batteries could see the company’s battery advantage completely erode by the end of the decade.\nSource:C&EN\nThe fact that Lucid isn’t reliant upon their own battery technology means that it is far more nimble during this time of significant battery iteration. As noted in the above section, the EV industry is likely to be driven by a series of disruptive technologies through the foreseeable future, and a company that is easily able to consistently pivot to these disruptive technologies has a better chance of staying on top of the market. To give Tesla credit, its cells are some of the best on the market. However, it’s hard to stay at the top of two different fields, car design and battery design, and the desire to do so often results in failure. The fact that Lucid walloped Tesla in drivetrain efficiency speaks to the fact that Tesla is no longer engineering the best electric vehicles and all signs point to Tesla’s battery advantage dwindling.\nInvestor Takeaway\nLook, I don’t think that Tesla, or Lucid Motors for that matter, should be valued close to where they are today but the fact of the matter is that they are. If Lucid will ultimately be the stronger of the two, take that as you will. I won’t pretend that I can predict the flow of the market with companies like Tesla and Lucid, which trade so far removed from any fundamentals, but I do think that time will prove that Lucid is the better of the two companies.\nIgnoring share prices, Lucid Motors is gearing up for some pretty extreme growth. The company has a lot of cash on hand and is using it to invest in growing its production and product offerings. Similar to Tesla, Lucid plans to introduce mass-market vehicles after its niche offerings begin generating capital and brand awareness. As the disclosure below notes, I own shares of Lucid Motors. This may seem strange, as I just said that their fundamentals don’t come close to justifying their valuation. Though, when shares were under $20, it was far more appealing. To be completely honest, at this stage, I’m just holding to see where it goes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}