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Tesla Has 30% Upside in 2022 on China Demand, Wedbush Says
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18:47","market":"us","language":"en","title":"Tesla Has 30% Upside in 2022 on China Demand, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2194148201","media":"Bloomberg","summary":"Easing supply chain issues, new factories to boost production\nShares are up 55% this year, with mark","content":"<ul>\n <li>Easing supply chain issues, new factories to boost production</li>\n <li>Shares are up 55% this year, with market cap above $1 trillion</li>\n</ul>\n<p>Tesla Inc. is in a strong position heading into 2022, with catalysts including robust Chinese demand and new factory openings in the U.S. and Germany, according to Wedbush.</p>\n<p>Shares in the electric-vehicle maker have almost 30% upside over the next 12 months, analyst Daniel Ives wrote in a note. He expects component shortages to ease next year, allowing Tesla to better meet growing demand in China, while new factories in Austin, Texas and Berlin should alleviate global production bottlenecks.</p>\n<p>“The linchpin to the overall bull thesis on Tesla remains China, which we estimate will represent 40% of deliveries for the EV maker in 2022,” Ives said, reiterating his outperform rating and $1,400 price target.</p>\n<p><img src=\"https://static.tigerbbs.com/dbfcee464f19139b5acd974352149fae\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla shares have had a stellar year, with a 55% gain that propelled the company’s market value above $1 trillion. Chief Executive Officer Elon Musk has been offloading stock since November, and said on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> last week that he is “almost done” with his target of reducing his stake by 10%.</p>\n<p>Wedbush’s Ives estimates that by the end of 2022 Tesla will have capacity to produce about 2 million cars annually from around 1 million today. “Right now Tesla has a high-class problem of demand outstripping supply,” he said.</p>","source":"lsy1584095487587","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>Tesla Has 30% Upside in 2022 on China Demand, Wedbush Says</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\">\nTesla Has 30% Upside in 2022 on China Demand, Wedbush Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 18:47 GMT+8 <a href=https://www.bloomberg.com/news/articles/2021-12-28/tesla-has-30-upside-in-2022-on-china-demand-wedbush-says?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Easing supply chain issues, new factories to boost production\nShares are up 55% this year, with market cap above $1 trillion\n\nTesla Inc. is in a strong position heading into 2022, with catalysts ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-28/tesla-has-30-upside-in-2022-on-china-demand-wedbush-says?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4124":"机动车零配件与设备","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.bloomberg.com/news/articles/2021-12-28/tesla-has-30-upside-in-2022-on-china-demand-wedbush-says?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194148201","content_text":"Easing supply chain issues, new factories to boost production\nShares are up 55% this year, with market cap above $1 trillion\n\nTesla Inc. is in a strong position heading into 2022, with catalysts including robust Chinese demand and new factory openings in the U.S. and Germany, according to Wedbush.\nShares in the electric-vehicle maker have almost 30% upside over the next 12 months, analyst Daniel Ives wrote in a note. He expects component shortages to ease next year, allowing Tesla to better meet growing demand in China, while new factories in Austin, Texas and Berlin should alleviate global production bottlenecks.\n“The linchpin to the overall bull thesis on Tesla remains China, which we estimate will represent 40% of deliveries for the EV maker in 2022,” Ives said, reiterating his outperform rating and $1,400 price target.\n\nTesla shares have had a stellar year, with a 55% gain that propelled the company’s market value above $1 trillion. Chief Executive Officer Elon Musk has been offloading stock since November, and said on Twitter last week that he is “almost done” with his target of reducing his stake by 10%.\nWedbush’s Ives estimates that by the end of 2022 Tesla will have capacity to produce about 2 million cars annually from around 1 million today. “Right now Tesla has a high-class problem of demand outstripping supply,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":696729331,"gmtCreate":1640774322139,"gmtModify":1640774322209,"author":{"id":"4103105587758710","authorId":"4103105587758710","name":"VER","avatar":"https://static.tigerbbs.com/49422206dae690c8cacc8f9de7e22358","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103105587758710","authorIdStr":"4103105587758710"},"themes":[],"htmlText":"Great News.","listText":"Great News.","text":"Great News.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/696729331","repostId":"1198370121","repostType":4,"isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696658454,"gmtCreate":1640689074515,"gmtModify":1640689074515,"author":{"id":"4103105587758710","authorId":"4103105587758710","name":"VER","avatar":"https://static.tigerbbs.com/49422206dae690c8cacc8f9de7e22358","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103105587758710","authorIdStr":"4103105587758710"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696658454","repostId":"1161461545","repostType":4,"repost":{"id":"1161461545","kind":"news","pubTimestamp":1640685601,"share":"https://www.laohu8.com/m/news/1161461545?lang=&edition=full","pubTime":"2021-12-28 18:00","market":"us","language":"en","title":"AMD Stock Is Strong But Caution Is Still Necessary","url":"https://stock-news.laohu8.com/highlight/detail?id=1161461545","media":"InvestorPlace","summary":"Record market levels create precarious entries even for great companies like AMD stock","content":"<p>Investors on Wall Street have been on edge for a while. You couldn’t guess it from looking at the scoreboard. Because the <b>S&P 500</b> broke records once more this morning. Clearly investor confidence is waning, but not their risk appetites. Equities like <b>Advanced Micro Devices</b>(NASDAQ:<b><u>AMD</u></b>) stock are now miles higher than last year.</p>\n<p>This makes it difficult for those who are true fans of the stock. Under the leadership of Lisa Sue, the company has improved its financial situation tremendously.</p>\n<p>Investors have consequently rewarded AMD through buying its stock, but therein lies the problem. Today’s note carries a cautionary tone, but not against the company prospects. My concern is about the timing for those looking for new investments.</p>\n<p>I have no issues with their fundamental success, since demand for tech is increasing at an exponential rate. There is no doubt that chip company services have a long runway ahead. The pandemic sealed that deal, so there are no more holdouts. Everyone had to embrace tech and the internet.</p>\n<p>We now need more computer brains than ever. Just the switch into telecommuting alone is a big boost. This is not to mention all the electronic infrastructure to make it happen. Crypto and NFT are strong trends, and they too are driving demand for smart machines.</p>\n<p>Clearly the AMD fundamental thesis is as close to a slam dunk as it gets. The next bit will be evaluating its value.</p>\n<p><b>AMD Stock Is a Bit Too Hot</b></p>\n<p>Spending is not my concern here because they are delivering astonishing growth. They can’t do that while cinching their purses. Price-to-sales is an honest measure of value for growth stocks. AMD’s is now approaching 11, which is 30% more expensive than October. So investor expectations are perhaps growing too fast.</p>\n<p>I’m not recommending shorting the stock, because it’s not extravagantly expensive. Fast growers demand higher valuations. But it is getting rich relative to its own self. The stock price needs time to consolidate, so that the P/S metric normalizes a bit.</p>\n<p>Among its peers, AMD value is right in the middle of <b>Nvidia</b>(NASDAQ:<b><u>NVDA</u></b>) and <b>Intel</b>(NASDAQ:<b><u>INTC</u></b>). Its 45 P/E is less than half of NVDA and its P/S is one third. Clearly it’s not an outlier among the bunch. Intel is the cheapest of the three, but for now let’s leave it out of the conversation. INTC value is a low outlier, so we shouldn’t penalize AMD for it.</p>\n<p>Let’s put some perspective on how we got to these stratospheric levels. AMD stock went into the pandemic from an all-time high 75% higher than August 2019. Then, after a brief pandemic collapse, investors stepped into it with a vengeance. From the March 2020 low to this November high they rallied 354%. So the latest 20% correction was merely a scratch on the paint job.</p>\n<p><b>Patience Is Important Now</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d5fb0908267e0d542e436e8cbbe132a\" tg-width=\"1524\" tg-height=\"805\" width=\"100%\" height=\"auto\"><span>Source: Charts by TradingView</span></p>\n<p>From an investment perspective, I would much rather get into the stock under $122 per share. I realize I may have to wait a bit, but there are plenty of stocks to trade meanwhile. Active traders can make use of the shorter-term trading opportunities within AMD too. Shorter-term profit potential is easy with such momentum stocks. There is support at $130 and resistance above. If it loses footing then I will get my chance.</p>\n<p>The small-caps have shown extreme weakness of late. Conversely the S&P and the <b>Nasdaq</b> are ready to rally another 15% from here. This shouldn’t happen unless the small-caps also join the party. So, this week we should focus on that to determine the likelihood of another leg higher in the market. If so, then owning AMD stock now would make short-term sense.</p>\n<p>In reality, the markets should meander a bit sideways to consolidate. This would be healthy for AMD and other fast runners. There is no urgency to load up on a full-size positions, even in great stocks like this one.</p>\n<p>My intentions today were not to be negative about the company. I am merely trying to avoid the easy mistakes when possible. AMD stock now does not present an obvious point of entry, but it will follow the market up.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Stock Is Strong But Caution Is Still Necessary</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\">\nAMD Stock Is Strong But Caution Is Still Necessary\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 18:00 GMT+8 <a href=https://investorplace.com/2021/12/amd-stock-advanced-micro-devices-strong-but-caution-necessary/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors on Wall Street have been on edge for a while. You couldn’t guess it from looking at the scoreboard. Because the S&P 500 broke records once more this morning. Clearly investor confidence is ...</p>\n\n<a href=\"https://investorplace.com/2021/12/amd-stock-advanced-micro-devices-strong-but-caution-necessary/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://investorplace.com/2021/12/amd-stock-advanced-micro-devices-strong-but-caution-necessary/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161461545","content_text":"Investors on Wall Street have been on edge for a while. You couldn’t guess it from looking at the scoreboard. Because the S&P 500 broke records once more this morning. Clearly investor confidence is waning, but not their risk appetites. Equities like Advanced Micro Devices(NASDAQ:AMD) stock are now miles higher than last year.\nThis makes it difficult for those who are true fans of the stock. Under the leadership of Lisa Sue, the company has improved its financial situation tremendously.\nInvestors have consequently rewarded AMD through buying its stock, but therein lies the problem. Today’s note carries a cautionary tone, but not against the company prospects. My concern is about the timing for those looking for new investments.\nI have no issues with their fundamental success, since demand for tech is increasing at an exponential rate. There is no doubt that chip company services have a long runway ahead. The pandemic sealed that deal, so there are no more holdouts. Everyone had to embrace tech and the internet.\nWe now need more computer brains than ever. Just the switch into telecommuting alone is a big boost. This is not to mention all the electronic infrastructure to make it happen. Crypto and NFT are strong trends, and they too are driving demand for smart machines.\nClearly the AMD fundamental thesis is as close to a slam dunk as it gets. The next bit will be evaluating its value.\nAMD Stock Is a Bit Too Hot\nSpending is not my concern here because they are delivering astonishing growth. They can’t do that while cinching their purses. Price-to-sales is an honest measure of value for growth stocks. AMD’s is now approaching 11, which is 30% more expensive than October. So investor expectations are perhaps growing too fast.\nI’m not recommending shorting the stock, because it’s not extravagantly expensive. Fast growers demand higher valuations. But it is getting rich relative to its own self. The stock price needs time to consolidate, so that the P/S metric normalizes a bit.\nAmong its peers, AMD value is right in the middle of Nvidia(NASDAQ:NVDA) and Intel(NASDAQ:INTC). Its 45 P/E is less than half of NVDA and its P/S is one third. Clearly it’s not an outlier among the bunch. Intel is the cheapest of the three, but for now let’s leave it out of the conversation. INTC value is a low outlier, so we shouldn’t penalize AMD for it.\nLet’s put some perspective on how we got to these stratospheric levels. AMD stock went into the pandemic from an all-time high 75% higher than August 2019. Then, after a brief pandemic collapse, investors stepped into it with a vengeance. From the March 2020 low to this November high they rallied 354%. So the latest 20% correction was merely a scratch on the paint job.\nPatience Is Important Now\nSource: Charts by TradingView\nFrom an investment perspective, I would much rather get into the stock under $122 per share. I realize I may have to wait a bit, but there are plenty of stocks to trade meanwhile. Active traders can make use of the shorter-term trading opportunities within AMD too. Shorter-term profit potential is easy with such momentum stocks. There is support at $130 and resistance above. If it loses footing then I will get my chance.\nThe small-caps have shown extreme weakness of late. Conversely the S&P and the Nasdaq are ready to rally another 15% from here. This shouldn’t happen unless the small-caps also join the party. So, this week we should focus on that to determine the likelihood of another leg higher in the market. If so, then owning AMD stock now would make short-term sense.\nIn reality, the markets should meander a bit sideways to consolidate. This would be healthy for AMD and other fast runners. There is no urgency to load up on a full-size positions, even in great stocks like this one.\nMy intentions today were not to be negative about the company. I am merely trying to avoid the easy mistakes when possible. 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