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WuYan3Zz
08-28
权利金是啥意思
WuYan3Zz
06-27
老贾:也来投点？
Rivian获大众50亿美元投资，双赢还是豪赌？
WuYan3Zz
06-27
卧龙凤雏
极越CEO直言贾跃亭对产品的定义已滞后时代 创新缺失
WuYan3Zz
06-13
出售？不存在的
Nvidia Stock Is Still a Great Buy -- but When Should Investors Sell Shares?
去老虎APP查看更多动态
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23:30","market":"us","language":"zh","title":"Rivian获大众50亿美元投资，双赢还是豪赌？","url":"https://stock-news.laohu8.com/highlight/detail?id=1130007748","media":"巴伦中文","summary":"Rivian低价卡车和SUV系列将于2026年上市。华尔街预计，Rivian到2024年的电动汽车销量将达到约53000辆，与2023年基本持平。对于Rivian，大众汽车首期10亿美元注资无疑是一根“救命稻草”。目前，Rivian尚未实现盈利——2021-2023年净亏损约168亿美元。2021年上市以来，Rivian股价蒸发90%。据悉，与大众合作还可将Rivian软件成本分摊到更多车辆上，从而降低汽车零部件成本。Rivian股票平均目标价为14.50美元。罗斯将Rivian股票评为“持有”。","content":"<html><head></head><body><blockquote><p>投资Rivian是一剂“强效药”，最终可以帮助大众甚至Rivian抵御来自中国市场的竞争对手。</p></blockquote><p style=\"text-align: justify;\">美东时间6月26日，大众汽车（VOW3.Germany）宣布向电动汽车初创公司Rivian Automotive（RIVN.O）投资50亿美元。对此，市场反映呈现出两极分化——当日收盘，大众汽车股价下跌1.64%至104.8欧元，Rivian股价飙升23.24%至14.68美元。</p><p style=\"text-align: justify;\">合作之后，大众可在其电动汽车中使用Rivian的软件和电气技术，Rivian则能利用大众广阔的市场空间开发新型、低价的电动车型。同时，两家企业还将成立合资公司，由双方“平等控制和拥有”，提供软件和电动汽车架构。</p><p style=\"text-align: justify;\">Rivian低价卡车和SUV系列（R2）将于2026年上市。华尔街预计，Rivian到2024年的电动汽车销量将达到约53000辆，与2023年基本持平。现有车型起售价约70000美元，R2起售价或下探至约45000美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e91079b49817a931870982e30926523\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"718\"/></p><p style=\"text-align: justify;\"><strong>对于Rivian，大众汽车首期10亿美元注资无疑是一根“救命稻草”。</strong>目前，Rivian尚未实现盈利——2021-2023年净亏损约168亿美元。截至一季度，公司账面现金约80亿美元，预计2024-2026年将使用约90亿美元。2021年上市以来，Rivian股价蒸发90%。</p><p style=\"text-align: justify;\">“这真是松了一口气。” Canaccord分析师乔治·贾纳里卡斯（George Gianarikas）在报告中写道，Rivian构建了垂直整合的技术堆栈——这是领先的汽车制造商需要利用的。贾纳里卡斯将Rivian股票评级为“买入”，目标价20美元。</p><p style=\"text-align: justify;\">此前，Rivian CEO RJ.斯卡林格（RJ Scaringe）接受媒体采访时表示，公司有足够的资金来维持运营——直到产生正向现金流。据悉，与大众合作还可将Rivian软件成本分摊到更多车辆上，从而降低汽车零部件成本。</p><p style=\"text-align: justify;\">FactSet最新数据显示，约有52%分析师对Rivian股票持乐观态度——略低于标普500指数股票的的平均“买入”评级比率55%。Rivian股票平均目标价为14.50美元。</p><p style=\"text-align: justify;\"><strong>对于大众，投资者似乎更加挑剔</strong>——毕竟，Rivian面临现金流压力以及持续经营的挑战，投资Rivian属于一场“豪赌”。</p><p style=\"text-align: justify;\">2022年初，Rivian的早期投资方福特（F.O）开始抛售其股票，当时交易价格约27美元，为福特带来20亿美元收益。</p><p style=\"text-align: justify;\">Battleroad Research分析师本·罗斯（Ben Rose）认为，由于Rivian专注于皮卡和SUV，福特将其视为一个竞争对手，而不是合作伙伴。罗斯将Rivian股票评为“持有”。</p><p style=\"text-align: justify;\">相比之下，大众汽车无需考虑上述问题。“大众没有（重要的）皮卡或SUV，Rivian没有服务和分销网络，而且制造工艺（很糟糕）。”Freedom Capital Markets 分析师麦克·沃德（Mike Ward）指出，从历史经验来看，大众的合作结果比多数合资公司要好。沃德对Rivian股票评级为“买入”，目标价17美元。</p><p style=\"text-align: justify;\">实际上，与Rivian合作只是大众加码电动汽车战略的“第二幕”——2023年7月，大众向小鹏汽车（XPEV.N、9868.HK）增资7亿美元，收购对方约4.99%股权。双方计划面向中国市场，共同开发两款大众品牌电动车型，计划于2026年上市。</p><p style=\"text-align: justify;\">短期内，投资者或许难以接受。不过，投资Rivian是一剂“强效药”，最终可以帮助大众甚至Rivian抵御来自中国市场的竞争对手——这是特斯拉（TSLA.O）等美国电动汽车制造商都将面临的一场“生死战”。</p></body></html>","source":"lsy1718164085300","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>Rivian获大众50亿美元投资，双赢还是豪赌？</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\">\nRivian获大众50亿美元投资，双赢还是豪赌？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-27 23:30 北京时间 <a href=https://mp.weixin.qq.com/s/ACC5GSEWxUEUTzK3I7HOaw><strong>巴伦中文</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>投资Rivian是一剂“强效药”，最终可以帮助大众甚至Rivian抵御来自中国市场的竞争对手。美东时间6月26日，大众汽车（VOW3.Germany）宣布向电动汽车初创公司Rivian Automotive（RIVN.O）投资50亿美元。对此，市场反映呈现出两极分化——当日收盘，大众汽车股价下跌1.64%至104.8欧元，Rivian股价飙升23.24%至14.68美元。合作之后，大众可在其...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/ACC5GSEWxUEUTzK3I7HOaw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4e91079b49817a931870982e30926523","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://mp.weixin.qq.com/s/ACC5GSEWxUEUTzK3I7HOaw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130007748","content_text":"投资Rivian是一剂“强效药”，最终可以帮助大众甚至Rivian抵御来自中国市场的竞争对手。美东时间6月26日，大众汽车（VOW3.Germany）宣布向电动汽车初创公司Rivian Automotive（RIVN.O）投资50亿美元。对此，市场反映呈现出两极分化——当日收盘，大众汽车股价下跌1.64%至104.8欧元，Rivian股价飙升23.24%至14.68美元。合作之后，大众可在其电动汽车中使用Rivian的软件和电气技术，Rivian则能利用大众广阔的市场空间开发新型、低价的电动车型。同时，两家企业还将成立合资公司，由双方“平等控制和拥有”，提供软件和电动汽车架构。Rivian低价卡车和SUV系列（R2）将于2026年上市。华尔街预计，Rivian到2024年的电动汽车销量将达到约53000辆，与2023年基本持平。现有车型起售价约70000美元，R2起售价或下探至约45000美元。对于Rivian，大众汽车首期10亿美元注资无疑是一根“救命稻草”。目前，Rivian尚未实现盈利——2021-2023年净亏损约168亿美元。截至一季度，公司账面现金约80亿美元，预计2024-2026年将使用约90亿美元。2021年上市以来，Rivian股价蒸发90%。“这真是松了一口气。” Canaccord分析师乔治·贾纳里卡斯（George Gianarikas）在报告中写道，Rivian构建了垂直整合的技术堆栈——这是领先的汽车制造商需要利用的。贾纳里卡斯将Rivian股票评级为“买入”，目标价20美元。此前，Rivian CEO RJ.斯卡林格（RJ Scaringe）接受媒体采访时表示，公司有足够的资金来维持运营——直到产生正向现金流。据悉，与大众合作还可将Rivian软件成本分摊到更多车辆上，从而降低汽车零部件成本。FactSet最新数据显示，约有52%分析师对Rivian股票持乐观态度——略低于标普500指数股票的的平均“买入”评级比率55%。Rivian股票平均目标价为14.50美元。对于大众，投资者似乎更加挑剔——毕竟，Rivian面临现金流压力以及持续经营的挑战，投资Rivian属于一场“豪赌”。2022年初，Rivian的早期投资方福特（F.O）开始抛售其股票，当时交易价格约27美元，为福特带来20亿美元收益。Battleroad Research分析师本·罗斯（Ben Rose）认为，由于Rivian专注于皮卡和SUV，福特将其视为一个竞争对手，而不是合作伙伴。罗斯将Rivian股票评为“持有”。相比之下，大众汽车无需考虑上述问题。“大众没有（重要的）皮卡或SUV，Rivian没有服务和分销网络，而且制造工艺（很糟糕）。”Freedom Capital Markets 分析师麦克·沃德（Mike Ward）指出，从历史经验来看，大众的合作结果比多数合资公司要好。沃德对Rivian股票评级为“买入”，目标价17美元。实际上，与Rivian合作只是大众加码电动汽车战略的“第二幕”——2023年7月，大众向小鹏汽车（XPEV.N、9868.HK）增资7亿美元，收购对方约4.99%股权。双方计划面向中国市场，共同开发两款大众品牌电动车型，计划于2026年上市。短期内，投资者或许难以接受。不过，投资Rivian是一剂“强效药”，最终可以帮助大众甚至Rivian抵御来自中国市场的竞争对手——这是特斯拉（TSLA.O）等美国电动汽车制造商都将面临的一场“生死战”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321281919164608,"gmtCreate":1719468098331,"gmtModify":1719469314285,"author":{"id":"4170435704878292","authorId":"4170435704878292","authorIdStr":"4170435704878292","name":"WuYan3Zz","avatar":"https://static.tigerbbs.com/069f104cde0114cef22251ab370a7a00","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170435704878292"},"themes":[],"htmlText":"卧龙凤雏","listText":"卧龙凤雏","text":"卧龙凤雏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321281919164608","repostId":"2446332326","repostType":2,"repost":{"id":"2446332326","pubTimestamp":1719446400,"share":"https://www.laohu8.com/m/news/2446332326?lang=&edition=full","pubTime":"2024-06-27 08:00","market":"us","language":"zh","title":"极越CEO直言贾跃亭对产品的定义已滞后时代 创新缺失","url":"https://stock-news.laohu8.com/highlight/detail?id=2446332326","media":"CNMO","summary":"极越CEO直言贾跃亭对产品的定义已滞后时代 创新缺失6月26日晚，CNMO注意到，集度与极越的CEO夏一平通过视频表达了对贾跃亭及其产品创新的看法。夏一平指出，虽然贾跃亭在过去创造了许多引人瞩目的产品概念名词，但在他看来，这些名词背后并没有展现出特别显著的创新性。他进一步表示，随着时代的演进，贾跃亭对于产品定义的视角似乎已经滞后。","content":"<html><body><p>极越CEO直言贾跃亭对产品的定义已滞后时代 创新缺失</p><p cms-style=\"font-L\">【CNMO科技消息】6月26日晚，CNMO注意到，集度与极越的CEO夏一平通过视频表达了对贾跃亭及其产品创新的看法。夏一平指出，虽然贾跃亭在过去创造了许多引人瞩目的产品概念名词，但在他看来，这些名词背后并没有展现出特别显著的创新性。他进一步表示，随着时代的演进，贾跃亭对于产品定义的视角似乎已经滞后。他强调，在未来的3-5年中，<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化和智能驾驶将成为关键能力，若产品缺乏这些核心功能，可能会在市场竞争中被淘汰，甚至可能被时代所遗弃。</p>\n<figure>\n<img h=\"838\" src=\"http://k.sinaimg.cn/n/spider20240626/638/w600h838/20240626/903d-a792fed99dc3d970057921d28f90e893.png/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"600\"/>\n<h2></h2>\n</figure>\n<figure>\n<img h=\"735\" src=\"http://k.sinaimg.cn/n/spider20240626/535/w600h735/20240626/933f-7e3cab53c3df978aff349526098b1367.png/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"600\"/>\n<h2></h2>\n</figure>\n<figure>\n<img h=\"92\" src=\"http://k.sinaimg.cn/n/spider20240626/692/w600h92/20240626/be37-f9e07e74751dc560beb0ab336b7df47c.png/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"600\"/>\n<h2></h2>\n</figure>\n<figure>\n<img h=\"145\" src=\"http://k.sinaimg.cn/n/spider20240626/745/w600h145/20240626/b1b1-55d8edde953c015f89110ba11ae1b8ba.png/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"600\"/>\n<h2></h2>\n</figure>\n<figure>\n<img h=\"88\" src=\"http://k.sinaimg.cn/n/spider20240626/688/w600h88/20240626/b789-28b58bdce689d9bbaa708e8e719697bf.png/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"600\"/>\n<h2></h2>\n</figure>\n<p cms-style=\"font-L\">而就在不久前的“2024中国汽车蓝皮书论坛”上，贾跃亭发表了关于中国汽车产业未来展望的演讲。他预测，中国汽车产业将在接下来的十年里实现由内部竞争到国际拓展的重大转变。贾跃亭还详细阐述了他的FF中美桥梁战略，该战略旨在通过合作伙伴共同开拓美国市场。按照该战略的首阶段规划，FF将面向汽车制造商进行“准整套”零部件的规模化采购，初期重点聚焦于价格区间在2万-3万美金和3万-4万美金的产品。</p><p cms-style=\"font-L\">贾跃亭强调，FF作为一家由中国人创立的美国公司，愿意在推动中国汽车产业“外展”战略中扮演桥梁角色，确保美国用户也能享受到与中国用户相同的卓越价值体验。他希望通过这一战略，实现中美汽车产业参与者的价值最大化，并推动中美汽车产业共同繁荣。</p><p cms-style=\"font-L\">版权所有，未经许可不得转载</p><p>（本文来自于手机中国）</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","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>极越CEO直言贾跃亭对产品的定义已滞后时代 创新缺失</title>\n<style 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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\">\n极越CEO直言贾跃亭对产品的定义已滞后时代 创新缺失\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-27 08:00 北京时间 <a href=https://tech.sina.cn/2024-06-26/detail-incaatqz5926973.d.html?vt=4><strong>CNMO</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>极越CEO直言贾跃亭对产品的定义已滞后时代 创新缺失【CNMO科技消息】6月26日晚，CNMO注意到，集度与极越的CEO夏一平通过视频表达了对贾跃亭及其产品创新的看法。夏一平指出，虽然贾跃亭在过去创造了许多引人瞩目的产品概念名词，但在他看来，这些名词背后并没有展现出特别显著的创新性。他进一步表示，随着时代的演进，贾跃亭对于产品定义的视角似乎已经滞后。他强调，在未来的3-5年中，智能化和智能驾驶将...</p>\n\n<a href=\"https://tech.sina.cn/2024-06-26/detail-incaatqz5926973.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/spider20240626/638/w600h838/20240626/903d-a792fed99dc3d970057921d28f90e893.png/w120h90l50t103d.jpg","relate_stocks":{"BK4099":"汽车制造商","FFIE":"Faraday Future","BK4555":"新能源车","BK4547":"WSB热门概念"},"source_url":"https://tech.sina.cn/2024-06-26/detail-incaatqz5926973.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446332326","content_text":"极越CEO直言贾跃亭对产品的定义已滞后时代 创新缺失【CNMO科技消息】6月26日晚，CNMO注意到，集度与极越的CEO夏一平通过视频表达了对贾跃亭及其产品创新的看法。夏一平指出，虽然贾跃亭在过去创造了许多引人瞩目的产品概念名词，但在他看来，这些名词背后并没有展现出特别显著的创新性。他进一步表示，随着时代的演进，贾跃亭对于产品定义的视角似乎已经滞后。他强调，在未来的3-5年中，智能化和智能驾驶将成为关键能力，若产品缺乏这些核心功能，可能会在市场竞争中被淘汰，甚至可能被时代所遗弃。\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n而就在不久前的“2024中国汽车蓝皮书论坛”上，贾跃亭发表了关于中国汽车产业未来展望的演讲。他预测，中国汽车产业将在接下来的十年里实现由内部竞争到国际拓展的重大转变。贾跃亭还详细阐述了他的FF中美桥梁战略，该战略旨在通过合作伙伴共同开拓美国市场。按照该战略的首阶段规划，FF将面向汽车制造商进行“准整套”零部件的规模化采购，初期重点聚焦于价格区间在2万-3万美金和3万-4万美金的产品。贾跃亭强调，FF作为一家由中国人创立的美国公司，愿意在推动中国汽车产业“外展”战略中扮演桥梁角色，确保美国用户也能享受到与中国用户相同的卓越价值体验。他希望通过这一战略，实现中美汽车产业参与者的价值最大化，并推动中美汽车产业共同繁荣。版权所有，未经许可不得转载（本文来自于手机中国）","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316451717636152,"gmtCreate":1718286529733,"gmtModify":1718286951033,"author":{"id":"4170435704878292","authorId":"4170435704878292","authorIdStr":"4170435704878292","name":"WuYan3Zz","avatar":"https://static.tigerbbs.com/069f104cde0114cef22251ab370a7a00","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170435704878292"},"themes":[],"htmlText":"出售？不存在的","listText":"出售？不存在的","text":"出售？不存在的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316451717636152","repostId":"2443683687","repostType":2,"repost":{"id":"2443683687","pubTimestamp":1718283600,"share":"https://www.laohu8.com/m/news/2443683687?lang=&edition=full","pubTime":"2024-06-13 21:00","market":"us","language":"en","title":"Nvidia Stock Is Still a Great Buy -- but When Should Investors Sell Shares?","url":"https://stock-news.laohu8.com/highlight/detail?id=2443683687","media":"Motley Fool","summary":"Here are three solid reasons for investors to consider selling shares of the artificial intelligence (AI) chip leader.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Investors should consider selling at least some shares when co-founder and CEO Jensen Huang's reign ends.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Investors should consider selling shares if and when the company's GPUs seem to be losing their AI-enabling \"gold standard\" status.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>And it's a good idea to lighten up on any stock if it becomes too large a percentage of your overall investment portfolio.</div>\n</li>\n</ul><div><p>The <strong>Nvidia</strong> <span>(NVDA<span> 3.55%</span>)</span> stock story keeps getting better, thanks primarily to the incredible demand for the company's graphics processing units (GPUs) and related technology that enable artificial intelligence (AI) capabilities. It's not too late to buy shares. Indeed, I just outlined 25 reasons to buy Nvidia stock now.</p><p>But there's a key question worth addressing that doesn't get much attention: When should you consider <em>selling </em>shares of Nvidia stock?</p><p>There are no \"right\" answers. Investors vary in terms of financial and personal factors. That said, below are three solid reasons for any investor to consider selling shares of Nvidia stock.</p><h2>1. When CEO Jensen Huang no longer leads the company</h2><p>Investors should consider selling at least some of their Nvidia shares when Huang no longer leads the company he co-founded in 1993. He reportedly turned 61 earlier this year and seems to love his work, so barring any health issues, he could be at Nvidia's helm for a good number of years more. To say that Huang will be difficult to replace is an understatement.</p><p>Nvidia is many years ahead of the competition in AI-enabling technology thanks to Huang's foresight. Starting more than a decade ago, he began to steadily use profits from Nvidia's once-core computer gaming business to position the company to be in the catbird seat when the \"AI Age\" truly arrived. And arrive it did in late 2022, when generative AI made a big splash on the tech scene with OpenAI's release of its ChatGPT chatbot. Generative AI greatly expands the potential applications for AI.</p><div><div></div></div><div><app :collapse_on_load=\"false\" :instrument_id=\"204770\" :show_benchmark_compare=\"true\" amount_change=\"4.29\" average_volume=\"466,493,324\" company_name=\"Nvidia\" current_price=\"125.20\" daily_high=\"126.88\" daily_low=\"122.57\" default_period=\"FiveYear\" dividend_yield=\"0.02%\" exchange=\"NASDAQ\" fifty_two_week_high=\"195.95\" fifty_two_week_low=\"39.23\" gross_margin=\"75.29\" logo=\"https://g.foolcdn.com/art/companylogos/mark/NVDA.png\" market_cap=\"$3,080B\" pe_ratio=\"73.24\" percent_change=\"3.55\" symbol=\"NVDA\" volume=\"8,778,791\"></app></div><h2>2. If and when the company's GPUs seem to be losing their AI-enabling \"gold standard\" status</h2><p>A more exact (but too long) subheading is the above plus the following tacked on: \"And if the company fails to develop whatever tech is knocking its GPUs from their lofty position.\"</p><p>Nvidia's GPUs are by far the favored chips for speeding up the training of AI models and the running of AI applications in data centers. Estimates vary, but it's widely projected that the company has more than a 90% share of the market for AI GPU chips for data centers, and more than an 80% share of the overall data center AI chip market. <span></span></p><p>This is a fantastic market to control. <strong>Advanced Micro Devices</strong> CEO Lisa Su projects that the global data center AI chip market will reach $400 billion in revenue by 2027, which would equate to a compound annual growth rate (CAGR) of more than 72% from its estimated size of $45 billion in 2023. <span></span></p><p>Nvidia's data center business accounted for about 87% of its total revenue last quarter, and some greater (but unknown) percentage of its total profits. So, investors should consider selling shares if signs start pointing to the company's tech being displaced as the gold standard for enabling AI processing in data centers.</p><div><div></div></div><p>How will we know? What signs will there be?</p><p>Other than staying abreast of the general space, there are two specific things investors can do. First, listen to Nvidia's quarterly earnings calls. Besides being interesting, Huang and CFO Colette Kress are very forthright. Recordings of these calls are posted on Nvidia's investor relations site, so you can listen at your leisure.</p><p>Second, monitor Nvidia's margins -- gross, operating, and profit, with special attention to gross margin. A company's margins will <em>steadily</em> decline when it's losing its competitive advantages. The key word is \"steadily.\" Occasional short-term declines or ups and downs aren't usually reason for concern.</p><p>Below is Nvidia's 10-year margin history. There are ups and downs, but the overall trend has been decisively up. This is a winner of a margin profile chart. (I used trailing-12-month margins for all three margin types because this smooths out some of the quarterly ups and downs. But you can also use quarterly data, as that might be easier.)</p><div><div></div></div><p><img src=\"https://media.ycharts.com/charts/130549db48bb12e3fc6822ba0668e50c.png\"/></p><p>Data by YCharts. Gross margin = gross profit/revenue. Operating margin = operating income/revenue. Profit margin = net income/revenue. Gross profit, operating income, net income, and revenue can all be found on a company's quarterly income statements.</p><h2>3. To rebalance your investment portfolio</h2><p>Nvidia stock has performed amazingly well over the long term, and particularly since 2023. So, in the last year and a half, it has no doubt grown to account for a much larger percentage of many investors' total portfolios.</p><p>No matter how terrific a company, it's risky to have too many of your eggs in one basket. That's especially true with technology stocks, which tend to be inherently more volatile than stocks of companies in more stable industries.</p><p>So, it makes good sense for investors to regularly -- perhaps, quarterly or annually -- rebalance their portfolio so no single stock becomes too large a holding relative to their total investments. \"Too large\" is highly subjective, so you'll have to decide what percentage range you're comfortable with.</p><div><div></div></div><div></div></div></body></html>","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>Nvidia Stock Is Still a Great Buy -- but When Should Investors Sell Shares?</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; 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}\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\">\nNvidia Stock Is Still a Great Buy -- but When Should Investors Sell Shares?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-13 21:00 GMT+8 <a href=https://www.fool.com/investing/2024/06/13/nvda-stock-buy-or-sell-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors should consider selling at least some shares when co-founder and CEO Jensen Huang's reign ends.\n\n\n\n\n\n\n\nInvestors should consider selling shares if and when the company's GPUs seem to be ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/13/nvda-stock-buy-or-sell-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F780361%2Fnvda-stock-buy-or-sell-ai-stocks.jpg&op=resize&w=165&h=104","relate_stocks":{"LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4532":"文艺复兴科技持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4554":"元宇宙及AR概念","BK4592":"伊斯兰概念","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","CAGR":"California Grapes International, Inc.","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4534":"瑞士信贷持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4159":"经销商","BK4211":"区域性银行","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4543":"AI","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4527":"明星科技股","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4588":"碎股","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4503":"景林资产持仓","LU0080751232.USD":"富达环球多元动力基金A","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","NVDA":"英伟达","BK4581":"高盛持仓","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4549":"软银资本持仓","ISBC":"投资者银行","BK4548":"巴美列捷福持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC"},"source_url":"https://www.fool.com/investing/2024/06/13/nvda-stock-buy-or-sell-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2443683687","content_text":"Investors should consider selling at least some shares when co-founder and CEO Jensen Huang's reign ends.\n\n\n\n\n\n\n\nInvestors should consider selling shares if and when the company's GPUs seem to be losing their AI-enabling \"gold standard\" status.\n\n\n\n\n\n\n\nAnd it's a good idea to lighten up on any stock if it becomes too large a percentage of your overall investment portfolio.\n\nThe Nvidia (NVDA 3.55%) stock story keeps getting better, thanks primarily to the incredible demand for the company's graphics processing units (GPUs) and related technology that enable artificial intelligence (AI) capabilities. It's not too late to buy shares. Indeed, I just outlined 25 reasons to buy Nvidia stock now.But there's a key question worth addressing that doesn't get much attention: When should you consider selling shares of Nvidia stock?There are no \"right\" answers. Investors vary in terms of financial and personal factors. That said, below are three solid reasons for any investor to consider selling shares of Nvidia stock.1. When CEO Jensen Huang no longer leads the companyInvestors should consider selling at least some of their Nvidia shares when Huang no longer leads the company he co-founded in 1993. He reportedly turned 61 earlier this year and seems to love his work, so barring any health issues, he could be at Nvidia's helm for a good number of years more. To say that Huang will be difficult to replace is an understatement.Nvidia is many years ahead of the competition in AI-enabling technology thanks to Huang's foresight. Starting more than a decade ago, he began to steadily use profits from Nvidia's once-core computer gaming business to position the company to be in the catbird seat when the \"AI Age\" truly arrived. And arrive it did in late 2022, when generative AI made a big splash on the tech scene with OpenAI's release of its ChatGPT chatbot. Generative AI greatly expands the potential applications for AI.2. If and when the company's GPUs seem to be losing their AI-enabling \"gold standard\" statusA more exact (but too long) subheading is the above plus the following tacked on: \"And if the company fails to develop whatever tech is knocking its GPUs from their lofty position.\"Nvidia's GPUs are by far the favored chips for speeding up the training of AI models and the running of AI applications in data centers. Estimates vary, but it's widely projected that the company has more than a 90% share of the market for AI GPU chips for data centers, and more than an 80% share of the overall data center AI chip market. This is a fantastic market to control. Advanced Micro Devices CEO Lisa Su projects that the global data center AI chip market will reach $400 billion in revenue by 2027, which would equate to a compound annual growth rate (CAGR) of more than 72% from its estimated size of $45 billion in 2023. Nvidia's data center business accounted for about 87% of its total revenue last quarter, and some greater (but unknown) percentage of its total profits. So, investors should consider selling shares if signs start pointing to the company's tech being displaced as the gold standard for enabling AI processing in data centers.How will we know? What signs will there be?Other than staying abreast of the general space, there are two specific things investors can do. First, listen to Nvidia's quarterly earnings calls. Besides being interesting, Huang and CFO Colette Kress are very forthright. Recordings of these calls are posted on Nvidia's investor relations site, so you can listen at your leisure.Second, monitor Nvidia's margins -- gross, operating, and profit, with special attention to gross margin. A company's margins will steadily decline when it's losing its competitive advantages. The key word is \"steadily.\" Occasional short-term declines or ups and downs aren't usually reason for concern.Below is Nvidia's 10-year margin history. There are ups and downs, but the overall trend has been decisively up. This is a winner of a margin profile chart. (I used trailing-12-month margins for all three margin types because this smooths out some of the quarterly ups and downs. But you can also use quarterly data, as that might be easier.)Data by YCharts. Gross margin = gross profit/revenue. Operating margin = operating income/revenue. Profit margin = net income/revenue. Gross profit, operating income, net income, and revenue can all be found on a company's quarterly income statements.3. To rebalance your investment portfolioNvidia stock has performed amazingly well over the long term, and particularly since 2023. So, in the last year and a half, it has no doubt grown to account for a much larger percentage of many investors' total portfolios.No matter how terrific a company, it's risky to have too many of your eggs in one basket. That's especially true with technology stocks, which tend to be inherently more volatile than stocks of companies in more stable industries.So, it makes good sense for investors to regularly -- perhaps, quarterly or annually -- rebalance their portfolio so no single stock becomes too large a holding relative to their total investments. \"Too large\" is highly subjective, so you'll have to decide what percentage range you're comfortable with.","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":343007402999880,"gmtCreate":1724782204350,"gmtModify":1724783219884,"author":{"id":"4170435704878292","authorId":"4170435704878292","authorIdStr":"4170435704878292","name":"WuYan3Zz","avatar":"https://static.tigerbbs.com/069f104cde0114cef22251ab370a7a00","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170435704878292"},"themes":[],"htmlText":"权利金是啥意思","listText":"权利金是啥意思","text":"权利金是啥意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343007402999880","isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321421285728352,"gmtCreate":1719502324386,"gmtModify":1719507993213,"author":{"id":"4170435704878292","authorId":"4170435704878292","authorIdStr":"4170435704878292","name":"WuYan3Zz","avatar":"https://static.tigerbbs.com/069f104cde0114cef22251ab370a7a00","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170435704878292"},"themes":[],"htmlText":"老贾:也来投点？","listText":"老贾:也来投点？","text":"老贾:也来投点？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321421285728352","repostId":"1130007748","repostType":2,"repost":{"id":"1130007748","pubTimestamp":1719502223,"share":"https://www.laohu8.com/m/news/1130007748?lang=&edition=full","pubTime":"2024-06-27 23:30","market":"us","language":"zh","title":"Rivian获大众50亿美元投资，双赢还是豪赌？","url":"https://stock-news.laohu8.com/highlight/detail?id=1130007748","media":"巴伦中文","summary":"Rivian低价卡车和SUV系列将于2026年上市。华尔街预计，Rivian到2024年的电动汽车销量将达到约53000辆，与2023年基本持平。对于Rivian，大众汽车首期10亿美元注资无疑是一根“救命稻草”。目前，Rivian尚未实现盈利——2021-2023年净亏损约168亿美元。2021年上市以来，Rivian股价蒸发90%。据悉，与大众合作还可将Rivian软件成本分摊到更多车辆上，从而降低汽车零部件成本。Rivian股票平均目标价为14.50美元。罗斯将Rivian股票评为“持有”。","content":"<html><head></head><body><blockquote><p>投资Rivian是一剂“强效药”，最终可以帮助大众甚至Rivian抵御来自中国市场的竞争对手。</p></blockquote><p style=\"text-align: justify;\">美东时间6月26日，大众汽车（VOW3.Germany）宣布向电动汽车初创公司Rivian Automotive（RIVN.O）投资50亿美元。对此，市场反映呈现出两极分化——当日收盘，大众汽车股价下跌1.64%至104.8欧元，Rivian股价飙升23.24%至14.68美元。</p><p style=\"text-align: justify;\">合作之后，大众可在其电动汽车中使用Rivian的软件和电气技术，Rivian则能利用大众广阔的市场空间开发新型、低价的电动车型。同时，两家企业还将成立合资公司，由双方“平等控制和拥有”，提供软件和电动汽车架构。</p><p style=\"text-align: justify;\">Rivian低价卡车和SUV系列（R2）将于2026年上市。华尔街预计，Rivian到2024年的电动汽车销量将达到约53000辆，与2023年基本持平。现有车型起售价约70000美元，R2起售价或下探至约45000美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e91079b49817a931870982e30926523\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"718\"/></p><p style=\"text-align: justify;\"><strong>对于Rivian，大众汽车首期10亿美元注资无疑是一根“救命稻草”。</strong>目前，Rivian尚未实现盈利——2021-2023年净亏损约168亿美元。截至一季度，公司账面现金约80亿美元，预计2024-2026年将使用约90亿美元。2021年上市以来，Rivian股价蒸发90%。</p><p style=\"text-align: justify;\">“这真是松了一口气。” Canaccord分析师乔治·贾纳里卡斯（George Gianarikas）在报告中写道，Rivian构建了垂直整合的技术堆栈——这是领先的汽车制造商需要利用的。贾纳里卡斯将Rivian股票评级为“买入”，目标价20美元。</p><p style=\"text-align: justify;\">此前，Rivian CEO RJ.斯卡林格（RJ Scaringe）接受媒体采访时表示，公司有足够的资金来维持运营——直到产生正向现金流。据悉，与大众合作还可将Rivian软件成本分摊到更多车辆上，从而降低汽车零部件成本。</p><p style=\"text-align: justify;\">FactSet最新数据显示，约有52%分析师对Rivian股票持乐观态度——略低于标普500指数股票的的平均“买入”评级比率55%。Rivian股票平均目标价为14.50美元。</p><p style=\"text-align: justify;\"><strong>对于大众，投资者似乎更加挑剔</strong>——毕竟，Rivian面临现金流压力以及持续经营的挑战，投资Rivian属于一场“豪赌”。</p><p style=\"text-align: justify;\">2022年初，Rivian的早期投资方福特（F.O）开始抛售其股票，当时交易价格约27美元，为福特带来20亿美元收益。</p><p style=\"text-align: justify;\">Battleroad Research分析师本·罗斯（Ben Rose）认为，由于Rivian专注于皮卡和SUV，福特将其视为一个竞争对手，而不是合作伙伴。罗斯将Rivian股票评为“持有”。</p><p style=\"text-align: justify;\">相比之下，大众汽车无需考虑上述问题。“大众没有（重要的）皮卡或SUV，Rivian没有服务和分销网络，而且制造工艺（很糟糕）。”Freedom Capital Markets 分析师麦克·沃德（Mike Ward）指出，从历史经验来看，大众的合作结果比多数合资公司要好。沃德对Rivian股票评级为“买入”，目标价17美元。</p><p style=\"text-align: justify;\">实际上，与Rivian合作只是大众加码电动汽车战略的“第二幕”——2023年7月，大众向小鹏汽车（XPEV.N、9868.HK）增资7亿美元，收购对方约4.99%股权。双方计划面向中国市场，共同开发两款大众品牌电动车型，计划于2026年上市。</p><p style=\"text-align: justify;\">短期内，投资者或许难以接受。不过，投资Rivian是一剂“强效药”，最终可以帮助大众甚至Rivian抵御来自中国市场的竞争对手——这是特斯拉（TSLA.O）等美国电动汽车制造商都将面临的一场“生死战”。</p></body></html>","source":"lsy1718164085300","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>Rivian获大众50亿美元投资，双赢还是豪赌？</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\">\nRivian获大众50亿美元投资，双赢还是豪赌？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-27 23:30 北京时间 <a href=https://mp.weixin.qq.com/s/ACC5GSEWxUEUTzK3I7HOaw><strong>巴伦中文</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>投资Rivian是一剂“强效药”，最终可以帮助大众甚至Rivian抵御来自中国市场的竞争对手。美东时间6月26日，大众汽车（VOW3.Germany）宣布向电动汽车初创公司Rivian Automotive（RIVN.O）投资50亿美元。对此，市场反映呈现出两极分化——当日收盘，大众汽车股价下跌1.64%至104.8欧元，Rivian股价飙升23.24%至14.68美元。合作之后，大众可在其...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/ACC5GSEWxUEUTzK3I7HOaw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4e91079b49817a931870982e30926523","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://mp.weixin.qq.com/s/ACC5GSEWxUEUTzK3I7HOaw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130007748","content_text":"投资Rivian是一剂“强效药”，最终可以帮助大众甚至Rivian抵御来自中国市场的竞争对手。美东时间6月26日，大众汽车（VOW3.Germany）宣布向电动汽车初创公司Rivian Automotive（RIVN.O）投资50亿美元。对此，市场反映呈现出两极分化——当日收盘，大众汽车股价下跌1.64%至104.8欧元，Rivian股价飙升23.24%至14.68美元。合作之后，大众可在其电动汽车中使用Rivian的软件和电气技术，Rivian则能利用大众广阔的市场空间开发新型、低价的电动车型。同时，两家企业还将成立合资公司，由双方“平等控制和拥有”，提供软件和电动汽车架构。Rivian低价卡车和SUV系列（R2）将于2026年上市。华尔街预计，Rivian到2024年的电动汽车销量将达到约53000辆，与2023年基本持平。现有车型起售价约70000美元，R2起售价或下探至约45000美元。对于Rivian，大众汽车首期10亿美元注资无疑是一根“救命稻草”。目前，Rivian尚未实现盈利——2021-2023年净亏损约168亿美元。截至一季度，公司账面现金约80亿美元，预计2024-2026年将使用约90亿美元。2021年上市以来，Rivian股价蒸发90%。“这真是松了一口气。” Canaccord分析师乔治·贾纳里卡斯（George Gianarikas）在报告中写道，Rivian构建了垂直整合的技术堆栈——这是领先的汽车制造商需要利用的。贾纳里卡斯将Rivian股票评级为“买入”，目标价20美元。此前，Rivian CEO RJ.斯卡林格（RJ Scaringe）接受媒体采访时表示，公司有足够的资金来维持运营——直到产生正向现金流。据悉，与大众合作还可将Rivian软件成本分摊到更多车辆上，从而降低汽车零部件成本。FactSet最新数据显示，约有52%分析师对Rivian股票持乐观态度——略低于标普500指数股票的的平均“买入”评级比率55%。Rivian股票平均目标价为14.50美元。对于大众，投资者似乎更加挑剔——毕竟，Rivian面临现金流压力以及持续经营的挑战，投资Rivian属于一场“豪赌”。2022年初，Rivian的早期投资方福特（F.O）开始抛售其股票，当时交易价格约27美元，为福特带来20亿美元收益。Battleroad Research分析师本·罗斯（Ben Rose）认为，由于Rivian专注于皮卡和SUV，福特将其视为一个竞争对手，而不是合作伙伴。罗斯将Rivian股票评为“持有”。相比之下，大众汽车无需考虑上述问题。“大众没有（重要的）皮卡或SUV，Rivian没有服务和分销网络，而且制造工艺（很糟糕）。”Freedom Capital Markets 分析师麦克·沃德（Mike Ward）指出，从历史经验来看，大众的合作结果比多数合资公司要好。沃德对Rivian股票评级为“买入”，目标价17美元。实际上，与Rivian合作只是大众加码电动汽车战略的“第二幕”——2023年7月，大众向小鹏汽车（XPEV.N、9868.HK）增资7亿美元，收购对方约4.99%股权。双方计划面向中国市场，共同开发两款大众品牌电动车型，计划于2026年上市。短期内，投资者或许难以接受。不过，投资Rivian是一剂“强效药”，最终可以帮助大众甚至Rivian抵御来自中国市场的竞争对手——这是特斯拉（TSLA.O）等美国电动汽车制造商都将面临的一场“生死战”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321281919164608,"gmtCreate":1719468098331,"gmtModify":1719469314285,"author":{"id":"4170435704878292","authorId":"4170435704878292","authorIdStr":"4170435704878292","name":"WuYan3Zz","avatar":"https://static.tigerbbs.com/069f104cde0114cef22251ab370a7a00","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170435704878292"},"themes":[],"htmlText":"卧龙凤雏","listText":"卧龙凤雏","text":"卧龙凤雏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321281919164608","repostId":"2446332326","repostType":2,"repost":{"id":"2446332326","pubTimestamp":1719446400,"share":"https://www.laohu8.com/m/news/2446332326?lang=&edition=full","pubTime":"2024-06-27 08:00","market":"us","language":"zh","title":"极越CEO直言贾跃亭对产品的定义已滞后时代 创新缺失","url":"https://stock-news.laohu8.com/highlight/detail?id=2446332326","media":"CNMO","summary":"极越CEO直言贾跃亭对产品的定义已滞后时代 创新缺失6月26日晚，CNMO注意到，集度与极越的CEO夏一平通过视频表达了对贾跃亭及其产品创新的看法。夏一平指出，虽然贾跃亭在过去创造了许多引人瞩目的产品概念名词，但在他看来，这些名词背后并没有展现出特别显著的创新性。他进一步表示，随着时代的演进，贾跃亭对于产品定义的视角似乎已经滞后。","content":"<html><body><p>极越CEO直言贾跃亭对产品的定义已滞后时代 创新缺失</p><p cms-style=\"font-L\">【CNMO科技消息】6月26日晚，CNMO注意到，集度与极越的CEO夏一平通过视频表达了对贾跃亭及其产品创新的看法。夏一平指出，虽然贾跃亭在过去创造了许多引人瞩目的产品概念名词，但在他看来，这些名词背后并没有展现出特别显著的创新性。他进一步表示，随着时代的演进，贾跃亭对于产品定义的视角似乎已经滞后。他强调，在未来的3-5年中，<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化和智能驾驶将成为关键能力，若产品缺乏这些核心功能，可能会在市场竞争中被淘汰，甚至可能被时代所遗弃。</p>\n<figure>\n<img h=\"838\" src=\"http://k.sinaimg.cn/n/spider20240626/638/w600h838/20240626/903d-a792fed99dc3d970057921d28f90e893.png/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"600\"/>\n<h2></h2>\n</figure>\n<figure>\n<img h=\"735\" src=\"http://k.sinaimg.cn/n/spider20240626/535/w600h735/20240626/933f-7e3cab53c3df978aff349526098b1367.png/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"600\"/>\n<h2></h2>\n</figure>\n<figure>\n<img h=\"92\" src=\"http://k.sinaimg.cn/n/spider20240626/692/w600h92/20240626/be37-f9e07e74751dc560beb0ab336b7df47c.png/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"600\"/>\n<h2></h2>\n</figure>\n<figure>\n<img h=\"145\" src=\"http://k.sinaimg.cn/n/spider20240626/745/w600h145/20240626/b1b1-55d8edde953c015f89110ba11ae1b8ba.png/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"600\"/>\n<h2></h2>\n</figure>\n<figure>\n<img h=\"88\" src=\"http://k.sinaimg.cn/n/spider20240626/688/w600h88/20240626/b789-28b58bdce689d9bbaa708e8e719697bf.png/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"600\"/>\n<h2></h2>\n</figure>\n<p cms-style=\"font-L\">而就在不久前的“2024中国汽车蓝皮书论坛”上，贾跃亭发表了关于中国汽车产业未来展望的演讲。他预测，中国汽车产业将在接下来的十年里实现由内部竞争到国际拓展的重大转变。贾跃亭还详细阐述了他的FF中美桥梁战略，该战略旨在通过合作伙伴共同开拓美国市场。按照该战略的首阶段规划，FF将面向汽车制造商进行“准整套”零部件的规模化采购，初期重点聚焦于价格区间在2万-3万美金和3万-4万美金的产品。</p><p cms-style=\"font-L\">贾跃亭强调，FF作为一家由中国人创立的美国公司，愿意在推动中国汽车产业“外展”战略中扮演桥梁角色，确保美国用户也能享受到与中国用户相同的卓越价值体验。他希望通过这一战略，实现中美汽车产业参与者的价值最大化，并推动中美汽车产业共同繁荣。</p><p cms-style=\"font-L\">版权所有，未经许可不得转载</p><p>（本文来自于手机中国）</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","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>极越CEO直言贾跃亭对产品的定义已滞后时代 创新缺失</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\">\n极越CEO直言贾跃亭对产品的定义已滞后时代 创新缺失\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-27 08:00 北京时间 <a href=https://tech.sina.cn/2024-06-26/detail-incaatqz5926973.d.html?vt=4><strong>CNMO</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>极越CEO直言贾跃亭对产品的定义已滞后时代 创新缺失【CNMO科技消息】6月26日晚，CNMO注意到，集度与极越的CEO夏一平通过视频表达了对贾跃亭及其产品创新的看法。夏一平指出，虽然贾跃亭在过去创造了许多引人瞩目的产品概念名词，但在他看来，这些名词背后并没有展现出特别显著的创新性。他进一步表示，随着时代的演进，贾跃亭对于产品定义的视角似乎已经滞后。他强调，在未来的3-5年中，智能化和智能驾驶将...</p>\n\n<a href=\"https://tech.sina.cn/2024-06-26/detail-incaatqz5926973.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/spider20240626/638/w600h838/20240626/903d-a792fed99dc3d970057921d28f90e893.png/w120h90l50t103d.jpg","relate_stocks":{"BK4099":"汽车制造商","FFIE":"Faraday Future","BK4555":"新能源车","BK4547":"WSB热门概念"},"source_url":"https://tech.sina.cn/2024-06-26/detail-incaatqz5926973.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446332326","content_text":"极越CEO直言贾跃亭对产品的定义已滞后时代 创新缺失【CNMO科技消息】6月26日晚，CNMO注意到，集度与极越的CEO夏一平通过视频表达了对贾跃亭及其产品创新的看法。夏一平指出，虽然贾跃亭在过去创造了许多引人瞩目的产品概念名词，但在他看来，这些名词背后并没有展现出特别显著的创新性。他进一步表示，随着时代的演进，贾跃亭对于产品定义的视角似乎已经滞后。他强调，在未来的3-5年中，智能化和智能驾驶将成为关键能力，若产品缺乏这些核心功能，可能会在市场竞争中被淘汰，甚至可能被时代所遗弃。\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n而就在不久前的“2024中国汽车蓝皮书论坛”上，贾跃亭发表了关于中国汽车产业未来展望的演讲。他预测，中国汽车产业将在接下来的十年里实现由内部竞争到国际拓展的重大转变。贾跃亭还详细阐述了他的FF中美桥梁战略，该战略旨在通过合作伙伴共同开拓美国市场。按照该战略的首阶段规划，FF将面向汽车制造商进行“准整套”零部件的规模化采购，初期重点聚焦于价格区间在2万-3万美金和3万-4万美金的产品。贾跃亭强调，FF作为一家由中国人创立的美国公司，愿意在推动中国汽车产业“外展”战略中扮演桥梁角色，确保美国用户也能享受到与中国用户相同的卓越价值体验。他希望通过这一战略，实现中美汽车产业参与者的价值最大化，并推动中美汽车产业共同繁荣。版权所有，未经许可不得转载（本文来自于手机中国）","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316451717636152,"gmtCreate":1718286529733,"gmtModify":1718286951033,"author":{"id":"4170435704878292","authorId":"4170435704878292","authorIdStr":"4170435704878292","name":"WuYan3Zz","avatar":"https://static.tigerbbs.com/069f104cde0114cef22251ab370a7a00","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170435704878292"},"themes":[],"htmlText":"出售？不存在的","listText":"出售？不存在的","text":"出售？不存在的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316451717636152","repostId":"2443683687","repostType":2,"repost":{"id":"2443683687","pubTimestamp":1718283600,"share":"https://www.laohu8.com/m/news/2443683687?lang=&edition=full","pubTime":"2024-06-13 21:00","market":"us","language":"en","title":"Nvidia Stock Is Still a Great Buy -- but When Should Investors Sell Shares?","url":"https://stock-news.laohu8.com/highlight/detail?id=2443683687","media":"Motley Fool","summary":"Here are three solid reasons for investors to consider selling shares of the artificial intelligence (AI) chip leader.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Investors should consider selling at least some shares when co-founder and CEO Jensen Huang's reign ends.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Investors should consider selling shares if and when the company's GPUs seem to be losing their AI-enabling \"gold standard\" status.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>And it's a good idea to lighten up on any stock if it becomes too large a percentage of your overall investment portfolio.</div>\n</li>\n</ul><div><p>The <strong>Nvidia</strong> <span>(NVDA<span> 3.55%</span>)</span> stock story keeps getting better, thanks primarily to the incredible demand for the company's graphics processing units (GPUs) and related technology that enable artificial intelligence (AI) capabilities. It's not too late to buy shares. Indeed, I just outlined 25 reasons to buy Nvidia stock now.</p><p>But there's a key question worth addressing that doesn't get much attention: When should you consider <em>selling </em>shares of Nvidia stock?</p><p>There are no \"right\" answers. Investors vary in terms of financial and personal factors. That said, below are three solid reasons for any investor to consider selling shares of Nvidia stock.</p><h2>1. When CEO Jensen Huang no longer leads the company</h2><p>Investors should consider selling at least some of their Nvidia shares when Huang no longer leads the company he co-founded in 1993. He reportedly turned 61 earlier this year and seems to love his work, so barring any health issues, he could be at Nvidia's helm for a good number of years more. To say that Huang will be difficult to replace is an understatement.</p><p>Nvidia is many years ahead of the competition in AI-enabling technology thanks to Huang's foresight. Starting more than a decade ago, he began to steadily use profits from Nvidia's once-core computer gaming business to position the company to be in the catbird seat when the \"AI Age\" truly arrived. And arrive it did in late 2022, when generative AI made a big splash on the tech scene with OpenAI's release of its ChatGPT chatbot. Generative AI greatly expands the potential applications for AI.</p><div><div></div></div><div><app :collapse_on_load=\"false\" :instrument_id=\"204770\" :show_benchmark_compare=\"true\" amount_change=\"4.29\" average_volume=\"466,493,324\" company_name=\"Nvidia\" current_price=\"125.20\" daily_high=\"126.88\" daily_low=\"122.57\" default_period=\"FiveYear\" dividend_yield=\"0.02%\" exchange=\"NASDAQ\" fifty_two_week_high=\"195.95\" fifty_two_week_low=\"39.23\" gross_margin=\"75.29\" logo=\"https://g.foolcdn.com/art/companylogos/mark/NVDA.png\" market_cap=\"$3,080B\" pe_ratio=\"73.24\" percent_change=\"3.55\" symbol=\"NVDA\" volume=\"8,778,791\"></app></div><h2>2. If and when the company's GPUs seem to be losing their AI-enabling \"gold standard\" status</h2><p>A more exact (but too long) subheading is the above plus the following tacked on: \"And if the company fails to develop whatever tech is knocking its GPUs from their lofty position.\"</p><p>Nvidia's GPUs are by far the favored chips for speeding up the training of AI models and the running of AI applications in data centers. Estimates vary, but it's widely projected that the company has more than a 90% share of the market for AI GPU chips for data centers, and more than an 80% share of the overall data center AI chip market. <span></span></p><p>This is a fantastic market to control. <strong>Advanced Micro Devices</strong> CEO Lisa Su projects that the global data center AI chip market will reach $400 billion in revenue by 2027, which would equate to a compound annual growth rate (CAGR) of more than 72% from its estimated size of $45 billion in 2023. <span></span></p><p>Nvidia's data center business accounted for about 87% of its total revenue last quarter, and some greater (but unknown) percentage of its total profits. So, investors should consider selling shares if signs start pointing to the company's tech being displaced as the gold standard for enabling AI processing in data centers.</p><div><div></div></div><p>How will we know? What signs will there be?</p><p>Other than staying abreast of the general space, there are two specific things investors can do. First, listen to Nvidia's quarterly earnings calls. Besides being interesting, Huang and CFO Colette Kress are very forthright. Recordings of these calls are posted on Nvidia's investor relations site, so you can listen at your leisure.</p><p>Second, monitor Nvidia's margins -- gross, operating, and profit, with special attention to gross margin. A company's margins will <em>steadily</em> decline when it's losing its competitive advantages. The key word is \"steadily.\" Occasional short-term declines or ups and downs aren't usually reason for concern.</p><p>Below is Nvidia's 10-year margin history. There are ups and downs, but the overall trend has been decisively up. This is a winner of a margin profile chart. (I used trailing-12-month margins for all three margin types because this smooths out some of the quarterly ups and downs. But you can also use quarterly data, as that might be easier.)</p><div><div></div></div><p><img src=\"https://media.ycharts.com/charts/130549db48bb12e3fc6822ba0668e50c.png\"/></p><p>Data by YCharts. Gross margin = gross profit/revenue. Operating margin = operating income/revenue. Profit margin = net income/revenue. Gross profit, operating income, net income, and revenue can all be found on a company's quarterly income statements.</p><h2>3. To rebalance your investment portfolio</h2><p>Nvidia stock has performed amazingly well over the long term, and particularly since 2023. So, in the last year and a half, it has no doubt grown to account for a much larger percentage of many investors' total portfolios.</p><p>No matter how terrific a company, it's risky to have too many of your eggs in one basket. That's especially true with technology stocks, which tend to be inherently more volatile than stocks of companies in more stable industries.</p><p>So, it makes good sense for investors to regularly -- perhaps, quarterly or annually -- rebalance their portfolio so no single stock becomes too large a holding relative to their total investments. \"Too large\" is highly subjective, so you'll have to decide what percentage range you're comfortable with.</p><div><div></div></div><div></div></div></body></html>","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>Nvidia Stock Is Still a Great Buy -- but When Should Investors Sell Shares?</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; 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}\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\">\nNvidia Stock Is Still a Great Buy -- but When Should Investors Sell Shares?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-13 21:00 GMT+8 <a href=https://www.fool.com/investing/2024/06/13/nvda-stock-buy-or-sell-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors should consider selling at least some shares when co-founder and CEO Jensen Huang's reign ends.\n\n\n\n\n\n\n\nInvestors should consider selling shares if and when the company's GPUs seem to be ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/13/nvda-stock-buy-or-sell-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F780361%2Fnvda-stock-buy-or-sell-ai-stocks.jpg&op=resize&w=165&h=104","relate_stocks":{"LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4532":"文艺复兴科技持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4554":"元宇宙及AR概念","BK4592":"伊斯兰概念","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","CAGR":"California Grapes International, Inc.","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4534":"瑞士信贷持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4159":"经销商","BK4211":"区域性银行","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4543":"AI","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4527":"明星科技股","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4588":"碎股","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4503":"景林资产持仓","LU0080751232.USD":"富达环球多元动力基金A","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","NVDA":"英伟达","BK4581":"高盛持仓","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4549":"软银资本持仓","ISBC":"投资者银行","BK4548":"巴美列捷福持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC"},"source_url":"https://www.fool.com/investing/2024/06/13/nvda-stock-buy-or-sell-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2443683687","content_text":"Investors should consider selling at least some shares when co-founder and CEO Jensen Huang's reign ends.\n\n\n\n\n\n\n\nInvestors should consider selling shares if and when the company's GPUs seem to be losing their AI-enabling \"gold standard\" status.\n\n\n\n\n\n\n\nAnd it's a good idea to lighten up on any stock if it becomes too large a percentage of your overall investment portfolio.\n\nThe Nvidia (NVDA 3.55%) stock story keeps getting better, thanks primarily to the incredible demand for the company's graphics processing units (GPUs) and related technology that enable artificial intelligence (AI) capabilities. It's not too late to buy shares. Indeed, I just outlined 25 reasons to buy Nvidia stock now.But there's a key question worth addressing that doesn't get much attention: When should you consider selling shares of Nvidia stock?There are no \"right\" answers. Investors vary in terms of financial and personal factors. That said, below are three solid reasons for any investor to consider selling shares of Nvidia stock.1. When CEO Jensen Huang no longer leads the companyInvestors should consider selling at least some of their Nvidia shares when Huang no longer leads the company he co-founded in 1993. He reportedly turned 61 earlier this year and seems to love his work, so barring any health issues, he could be at Nvidia's helm for a good number of years more. To say that Huang will be difficult to replace is an understatement.Nvidia is many years ahead of the competition in AI-enabling technology thanks to Huang's foresight. Starting more than a decade ago, he began to steadily use profits from Nvidia's once-core computer gaming business to position the company to be in the catbird seat when the \"AI Age\" truly arrived. And arrive it did in late 2022, when generative AI made a big splash on the tech scene with OpenAI's release of its ChatGPT chatbot. Generative AI greatly expands the potential applications for AI.2. If and when the company's GPUs seem to be losing their AI-enabling \"gold standard\" statusA more exact (but too long) subheading is the above plus the following tacked on: \"And if the company fails to develop whatever tech is knocking its GPUs from their lofty position.\"Nvidia's GPUs are by far the favored chips for speeding up the training of AI models and the running of AI applications in data centers. Estimates vary, but it's widely projected that the company has more than a 90% share of the market for AI GPU chips for data centers, and more than an 80% share of the overall data center AI chip market. This is a fantastic market to control. Advanced Micro Devices CEO Lisa Su projects that the global data center AI chip market will reach $400 billion in revenue by 2027, which would equate to a compound annual growth rate (CAGR) of more than 72% from its estimated size of $45 billion in 2023. Nvidia's data center business accounted for about 87% of its total revenue last quarter, and some greater (but unknown) percentage of its total profits. So, investors should consider selling shares if signs start pointing to the company's tech being displaced as the gold standard for enabling AI processing in data centers.How will we know? What signs will there be?Other than staying abreast of the general space, there are two specific things investors can do. First, listen to Nvidia's quarterly earnings calls. Besides being interesting, Huang and CFO Colette Kress are very forthright. Recordings of these calls are posted on Nvidia's investor relations site, so you can listen at your leisure.Second, monitor Nvidia's margins -- gross, operating, and profit, with special attention to gross margin. A company's margins will steadily decline when it's losing its competitive advantages. The key word is \"steadily.\" Occasional short-term declines or ups and downs aren't usually reason for concern.Below is Nvidia's 10-year margin history. There are ups and downs, but the overall trend has been decisively up. This is a winner of a margin profile chart. (I used trailing-12-month margins for all three margin types because this smooths out some of the quarterly ups and downs. But you can also use quarterly data, as that might be easier.)Data by YCharts. Gross margin = gross profit/revenue. Operating margin = operating income/revenue. Profit margin = net income/revenue. Gross profit, operating income, net income, and revenue can all be found on a company's quarterly income statements.3. To rebalance your investment portfolioNvidia stock has performed amazingly well over the long term, and particularly since 2023. So, in the last year and a half, it has no doubt grown to account for a much larger percentage of many investors' total portfolios.No matter how terrific a company, it's risky to have too many of your eggs in one basket. That's especially true with technology stocks, which tend to be inherently more volatile than stocks of companies in more stable industries.So, it makes good sense for investors to regularly -- perhaps, quarterly or annually -- rebalance their portfolio so no single stock becomes too large a holding relative to their total investments. \"Too large\" is highly subjective, so you'll have to decide what percentage range you're comfortable with.","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
