dcTrade personal page - To The Moon

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2023-12-23

$Bit Digital, Inc.(BTBT)$ to the moon

2023-07-31

$SoFi Technologies Inc.(SOFI)$ they will beat without fail. Inaddition, it will head to profit from next Q onward

2023-04-05

good one//@神话者:[微笑]//@a4xrbj1: Total BS. "obviously"? That's just a lie, it exceeded analysts expectation on both sales and production, reaching all time high. In a quarter which is usually the lowest in car industry (after year end rallies). Check their so called "competition". Byd shrank their sales in Q1 whilst Tesla increased. GM sold 20k BEV's in Q1, basically all Volt as they can't even produce the Hummer EV properly (only 2 sold in Q1). Tesla Model Y isn't only in Norway the most sold car (including ICE) but also in Sweden. Tesla Model Y is on it's way to become the most sold car (including ICE cars) in the world. So cut the BS and post facts, just because you have Tesla puts

Tesla Obviously Had A Disappointing Quarter, Expect More Pain

2023-01-21

a good finish to the year

@开拓药业:虎嘯辭舊歲，兔躍迎新春 | 開拓藥業祝您新春快樂，萬事勝意！

2022-12-28

in the end still will go below 100

@小虎综合资讯:盤前 | 特斯拉由跌轉漲，蔚來扭轉頹勢

2022-11-29

$Tesla Motors(TSLA)$ buy

2022-11-24

Buy

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2022-11-11

How to show bullish or bearish or a stock?

2022-11-10

It will drop more when she buy

Cathie Wood’s ARKK Hits 5-Year Low As FTX Collapse Spurs Crypto Wreck

2022-11-08

Then y chpt drop so much?

Nikola, ChargePoint to Boost Charging Infrastructure for Commercial EVs

2022-11-01

There is a saying "buy high sell low" I would prefer the following Buy! When everyone run away Sell! When everyone come in What do u think?

2022-10-17

Blame the American

2022-10-16

Sme good news

Airline Stocks Have Struggled. Here Are a Few That Could Take Off

2022-10-16

Action speak louder

李斌叫板马斯克

2022-10-16

Supply is the problem

蔚小理谋求突破成长瓶颈造车新势力竞争趋于白热化

2022-10-16

Good time to buy

Plug Power (PLUG) Falls After Saying FY Revenue Could Come In 5-10% Lower

2022-10-16

Buy on the drop

Plug Power Stock Drops. Delay In Projects Will Lead To Revenue Shortfall. -- Barrons.com

2022-10-03

When happened in China it is in human. But it is a US conpany

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2022-09-28

Rebounce pls

2022-09-23

Most reaching 52 week low

Sorry, the original content has been removed

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/BTBT\">$Bit Digital, Inc.(BTBT)$ </a> to the moon","listText":"<a href=\"https://ttm.financial/S/BTBT\">$Bit Digital, Inc.(BTBT)$ </a> to the moon","text":"$Bit Digital, Inc.(BTBT)$ to the moon","images":[{"img":"https://community-static.tradeup.com/news/c9d1616a97fd19b6f18bea4ae1e2292c","width":"1634","height":"1340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254997878620352","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":203951004229744,"gmtCreate":1690799318688,"gmtModify":1690799321936,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ &nbsp;</a>they will beat without fail.&nbsp; Inaddition, it will head to profit from next Q onward","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ &nbsp;</a>they will beat without fail.&nbsp; Inaddition, it will head to profit from next Q onward","text":"$SoFi Technologies Inc.(SOFI)$ they will beat without fail. Inaddition, it will head to profit from next Q onward","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203951004229744","isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948320833,"gmtCreate":1680626054323,"gmtModify":1680626057533,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"good one//<a href=\"https://laohu8.com/U/4090235052856760\">@神话者</a>:[微笑]//<a href=\"https://laohu8.com/U/4140090365269462\">@a4xrbj1</a>: Total BS. \"obviously\"? That's just a lie, it exceeded analysts expectation on both sales and production, reaching all time high. In a quarter which is usually the lowest in car industry (after year end rallies). Check their so called \"competition\". Byd shrank their sales in Q1 whilst Tesla increased. GM sold 20k BEV's in Q1, basically all Volt as they can't even produce the Hummer EV properly (only 2 sold in Q1). Tesla Model Y&nbsp;isn't only in Norway the most sold car (including ICE) but also in Sweden. Tesla Model Y is on it's way to become the most sold car (including ICE cars) in the world. So cut the BS and post facts, just because you have Tesla puts","listText":"good one//<a href=\"https://laohu8.com/U/4090235052856760\">@神话者</a>:[微笑]//<a href=\"https://laohu8.com/U/4140090365269462\">@a4xrbj1</a>: Total BS. \"obviously\"? That's just a lie, it exceeded analysts expectation on both sales and production, reaching all time high. In a quarter which is usually the lowest in car industry (after year end rallies). Check their so called \"competition\". Byd shrank their sales in Q1 whilst Tesla increased. GM sold 20k BEV's in Q1, basically all Volt as they can't even produce the Hummer EV properly (only 2 sold in Q1). Tesla Model Y&nbsp;isn't only in Norway the most sold car (including ICE) but also in Sweden. Tesla Model Y is on it's way to become the most sold car (including ICE cars) in the world. So cut the BS and post facts, just because you have Tesla puts","text":"good one//@神话者:[微笑]//@a4xrbj1: Total BS. \"obviously\"? That's just a lie, it exceeded analysts expectation on both sales and production, reaching all time high. In a quarter which is usually the lowest in car industry (after year end rallies). Check their so called \"competition\". Byd shrank their sales in Q1 whilst Tesla increased. GM sold 20k BEV's in Q1, basically all Volt as they can't even produce the Hummer EV properly (only 2 sold in Q1). Tesla Model Y isn't only in Norway the most sold car (including ICE) but also in Sweden. Tesla Model Y is on it's way to become the most sold car (including ICE cars) in the world. So cut the BS and post facts, just because you have Tesla puts","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":28,"commentSize":20,"repostSize":0,"link":"https://ttm.financial/post/9948320833","repostId":"1143129882","repostType":2,"repost":{"id":"1143129882","pubTimestamp":1680618277,"share":"https://ttm.financial/m/news/1143129882?lang=&edition=fundamental","pubTime":"2023-04-04 22:24","market":"us","language":"en","title":"Tesla Obviously Had A Disappointing Quarter, Expect More Pain","url":"https://stock-news.laohu8.com/highlight/detail?id=1143129882","media":"Seeking Alpha","summary":"SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Tesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.</p></li><li><p>The company is rapidly seeing increased competition from both new companies at the top end and existing car companies ramping up production.</p></li><li><p>We see 2023 as a transition year, as other companies ramp up their production. That should cause Tesla&#39;s margins to decline, hurting the company&#39;s profits.</p></li><li><p>Regardless of the company&#39;s margins, it&#39;s already severely overvalued in a variety of margins, making it a poor investment.</p></li></ul><p>Tesla, Inc. (NASDAQ: TSLA) stock dropped more than 6% Monday after the company&#39;s recent press release once again raised concerns that additional price cuts are in the future. That&#39;s despite the company&#39;s strong 25.9% gross margins, which investors point to as evidence of the company&#39;s financial strength and unique pricing power.</p><h2 style=\"text-align: left;\">Tesla&#39;s Q1 2023 Deliveries</h2><p style=\"text-align: left;\">Tesla achieved strong deliveries in the first quarter. However, the company produced more than it delivered.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f89508063ee9dc35033f4fd24a35b9a6\" alt=\"Tesla Press Release\" title=\"Tesla Press Release\" tg-width=\"640\" tg-height=\"248\"/><span>Tesla Press Release</span></p><p style=\"text-align: left;\"><strong>Tesla Press Release</strong></p><p style=\"text-align: left;\">The company produced just under 441 thousand vehicles in the first quarter and managed to deliver about 95% of them. QoQ Model S/X, the company&#39;s high-end vehicle, saw production only drop 5%, but deliveries crumpled by almost 40%. That shows a lack of demand for the company&#39;s top-end vehicles, especially with price cuts.</p><p style=\"text-align: left;\">We expect Model S/X deliveries and demand to remain muted as high-margin competition arrives first through new companies such as Rivian (RIVN), Polestar (PSNY), and Lucid (LCID) along with established companies like BMW (OTCPK: BMWYY) and Mercedes (OTCPK: MBGAF). That lines up with our expectation that Tesla would see competition first at the top end of its portfolio, the same place that Tesla was able to start.</p><h2 style=\"text-align: left;\">Tesla&#39;s Pricing Cuts</h2><p style=\"text-align: left;\">The top story for Tesla has been the company&#39;s continued price cuts on its vehicles.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9cf899accf0819a015e8201c816249ca\" alt=\"USA Today\" title=\"USA Today\" tg-width=\"640\" tg-height=\"209\"/><span>USA Today</span></p><p style=\"text-align: left;\"><strong>USA Today</strong></p><p style=\"text-align: left;\">Tesla cut the prices of its vehicles by as much as 20% in January, and in March it cut the prices of its Model S and X between 4-9%. The company has record margins, but the more it needs to cut prices, the more that it cuts into those margins. Unfortunately for Tesla, even if it&#39;s better than the competition, new competition lowers margins.</p><p style=\"text-align: left;\">That can be seen in classic carmakers. Toyota (TM) and Honda (HMC) are widely considered to have the best reliability, and yet they don&#39;t dominate the entire market. There&#39;s other competition and pricing pressure. That&#39;s worth paying close attention to as an investor.</p><h2 style=\"text-align: left;\">Tesla&#39;s Rising Competition</h2><p style=\"text-align: left;\">Tesla is facing rising competition from its market share even as vehicle production goes up.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cba9cabe9bbaa012d768e578318aea6\" alt=\"Inside EVs\" title=\"Inside EVs\" tg-width=\"640\" tg-height=\"235\"/><span>Inside EVs</span></p><p style=\"text-align: left;\"><strong>Inside EVs</strong></p><p style=\"text-align: left;\">Tesla&#39;s registrations went up 34% YoY as the U.S. market faced more competition versus last year. Significant U.S. competition also caused the market to grow slower than the global markets. The company now has a 57% market share, with its second-largest competitor Chevrolet (GM) having an 8.5% share and Ford having a 7.7% share.</p><p style=\"text-align: left;\">We expect the company&#39;s competition to continue increasing its share. Rivian, for example, increased its market share by almost 300% YoY. It&#39;s also worth noting that Tesla likely saw an uptick in demand from its price increases, an uptick in demand that we don&#39;t expect to continue.</p><h2 style=\"text-align: left;\">2023 - A Tesla Transition Year</h2><p style=\"text-align: left;\">2023 is a transition year for Tesla. The company&#39;s competitors have come up with their models, and they&#39;re working to rapidly ramp up production.</p><p style=\"text-align: left;\">Rivian expects to produce 50 thousand vehicles in 2023, double 2022. Ford (F) plans to exit 2023 at more than 360 thousand vehicles/year in production, up from just under 62 thousand in 2022. Lucid is aiming to produce 12 thousand vehicles in 2023. Polestar is aiming to hit 80 thousand vehicles in 2023, up from 50 thousand in 2022.</p><p style=\"text-align: left;\">BMW is looking to triple its EV production in 2023 to almost 50 thousand vehicles. Each of these vehicles, especially on the upper end, will push down Tesla&#39;s margins substantially. That could hurt its ability to justify its valuations. Assuming its margins drop, that could crater its share price, by showing the market how overvalued the company is.</p><p style=\"text-align: left;\">At the same time, Tesla&#39;s other businesses aren&#39;t anywhere exciting yet. The company&#39;s solar business has a negligible market share, and it&#39;s to-date nowhere near releasing full self-driving. The company&#39;s most exciting business is the megapack, but it needs those battery packs for its own vehicles and its margins on the megapack are lower.</p><h2 style=\"text-align: left;\">Our View</h2><p style=\"text-align: left;\">Tesla is overvalued.</p><p style=\"text-align: left;\">In 2022, the company had $81 billion in revenue, $20 billion in gross profit, and $12.5 billion in net income. The company has a market capitalization of more than $600 billion. That&#39;s a P/E of 50 on net income, or 30 on gross profits. The company did manage to grow profits 50% YoY but as we discussed above we expect margins to drop.</p><p style=\"text-align: left;\">That could hurt the company&#39;s ability to justify its valuation substantially and cause its share price to decline.</p><h2 style=\"text-align: left;\">Thesis Risk</h2><p style=\"text-align: left;\">The largest risk to our thesis is Tesla&#39;s value as an independent brand. Assuming the company remains popular, and demand remains high, higher margins could result in higher profits. Even in that case, we don&#39;t see the company managing to justify its valuation. However, it&#39;s worth paying close attention to.</p><h2 style=\"text-align: left;\">Conclusion</h2><p style=\"text-align: left;\">Tesla, Inc. is dramatically overvalued. The company is trading at 8x sales and 50x net income. The company is supported by its strong margins, but new competition is rapidly ramping up its production, with most companies expecting to double to triple production in 2023. At a minimum, that will put strong pressure on margins.</p><p style=\"text-align: left;\">We expect that pressure on margins to cause Tesla, Inc.&#39;s profits to drop substantially. That&#39;s even when counting the company&#39;s 50% annualized anticipated production growth. We expect the company&#39;s market share to continue to decline. As a result, we recommend against investing in Tesla, Inc. stock for the long run.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Obviously Had A Disappointing Quarter, Expect More Pain</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 Obviously Had A Disappointing Quarter, Expect More Pain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-04 22:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.The company is rapidly seeing increased competition from both new companies at the top end ...</p>\n\n<a href=\"https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1143129882","content_text":"SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.The company is rapidly seeing increased competition from both new companies at the top end and existing car companies ramping up production.We see 2023 as a transition year, as other companies ramp up their production. That should cause Tesla's margins to decline, hurting the company's profits.Regardless of the company's margins, it's already severely overvalued in a variety of margins, making it a poor investment.Tesla, Inc. (NASDAQ: TSLA) stock dropped more than 6% Monday after the company's recent press release once again raised concerns that additional price cuts are in the future. That's despite the company's strong 25.9% gross margins, which investors point to as evidence of the company's financial strength and unique pricing power.Tesla's Q1 2023 DeliveriesTesla achieved strong deliveries in the first quarter. However, the company produced more than it delivered.Tesla Press ReleaseTesla Press ReleaseThe company produced just under 441 thousand vehicles in the first quarter and managed to deliver about 95% of them. QoQ Model S/X, the company's high-end vehicle, saw production only drop 5%, but deliveries crumpled by almost 40%. That shows a lack of demand for the company's top-end vehicles, especially with price cuts.We expect Model S/X deliveries and demand to remain muted as high-margin competition arrives first through new companies such as Rivian (RIVN), Polestar (PSNY), and Lucid (LCID) along with established companies like BMW (OTCPK: BMWYY) and Mercedes (OTCPK: MBGAF). That lines up with our expectation that Tesla would see competition first at the top end of its portfolio, the same place that Tesla was able to start.Tesla's Pricing CutsThe top story for Tesla has been the company's continued price cuts on its vehicles.USA TodayUSA TodayTesla cut the prices of its vehicles by as much as 20% in January, and in March it cut the prices of its Model S and X between 4-9%. The company has record margins, but the more it needs to cut prices, the more that it cuts into those margins. Unfortunately for Tesla, even if it's better than the competition, new competition lowers margins.That can be seen in classic carmakers. Toyota (TM) and Honda (HMC) are widely considered to have the best reliability, and yet they don't dominate the entire market. There's other competition and pricing pressure. That's worth paying close attention to as an investor.Tesla's Rising CompetitionTesla is facing rising competition from its market share even as vehicle production goes up.Inside EVsInside EVsTesla's registrations went up 34% YoY as the U.S. market faced more competition versus last year. Significant U.S. competition also caused the market to grow slower than the global markets. The company now has a 57% market share, with its second-largest competitor Chevrolet (GM) having an 8.5% share and Ford having a 7.7% share.We expect the company's competition to continue increasing its share. Rivian, for example, increased its market share by almost 300% YoY. It's also worth noting that Tesla likely saw an uptick in demand from its price increases, an uptick in demand that we don't expect to continue.2023 - A Tesla Transition Year2023 is a transition year for Tesla. The company's competitors have come up with their models, and they're working to rapidly ramp up production.Rivian expects to produce 50 thousand vehicles in 2023, double 2022. Ford (F) plans to exit 2023 at more than 360 thousand vehicles/year in production, up from just under 62 thousand in 2022. Lucid is aiming to produce 12 thousand vehicles in 2023. Polestar is aiming to hit 80 thousand vehicles in 2023, up from 50 thousand in 2022.BMW is looking to triple its EV production in 2023 to almost 50 thousand vehicles. Each of these vehicles, especially on the upper end, will push down Tesla's margins substantially. That could hurt its ability to justify its valuations. Assuming its margins drop, that could crater its share price, by showing the market how overvalued the company is.At the same time, Tesla's other businesses aren't anywhere exciting yet. The company's solar business has a negligible market share, and it's to-date nowhere near releasing full self-driving. The company's most exciting business is the megapack, but it needs those battery packs for its own vehicles and its margins on the megapack are lower.Our ViewTesla is overvalued.In 2022, the company had $81 billion in revenue, $20 billion in gross profit, and $12.5 billion in net income. The company has a market capitalization of more than $600 billion. That's a P/E of 50 on net income, or 30 on gross profits. The company did manage to grow profits 50% YoY but as we discussed above we expect margins to drop.That could hurt the company's ability to justify its valuation substantially and cause its share price to decline.Thesis RiskThe largest risk to our thesis is Tesla's value as an independent brand. Assuming the company remains popular, and demand remains high, higher margins could result in higher profits. Even in that case, we don't see the company managing to justify its valuation. However, it's worth paying close attention to.ConclusionTesla, Inc. is dramatically overvalued. The company is trading at 8x sales and 50x net income. The company is supported by its strong margins, but new competition is rapidly ramping up its production, with most companies expecting to double to triple production in 2023. At a minimum, that will put strong pressure on margins.We expect that pressure on margins to cause Tesla, Inc.'s profits to drop substantially. That's even when counting the company's 50% annualized anticipated production growth. We expect the company's market share to continue to decline. As a result, we recommend against investing in Tesla, Inc. stock for the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952028957,"gmtCreate":1674274102680,"gmtModify":1676538934980,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"a good finish to the year","listText":"a good finish to the year","text":"a good finish to the year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952028957","repostId":"626257973","repostType":1,"repost":{"id":626257973,"gmtCreate":1674260280000,"gmtModify":1676538934879,"author":{"id":"3584070314019751","authorId":"3584070314019751","name":"开拓药业","avatar":"https://static.tigerbbs.com/b35b2a10d263b0482d3cf80c2e58687a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584070314019751","authorIdStr":"3584070314019751"},"themes":[],"title":"虎嘯辭舊歲，兔躍迎新春 | 開拓藥業祝您新春快樂，萬事勝意！","htmlText":"新 春 快 樂 新春佳節至，萬家燈火明。感謝您一直以來對開拓藥業的支持和陪伴，值此團圓之際，恭祝您和家人新春快樂，兔年大吉！新的一年裏，身體健康，工作順利，闔家幸福，萬事勝意！ 瑞 兔 呈 祥 新歲序開啓華章 關於開拓藥業 開拓藥業成立於2009年，專注發展潛在“best-in-class”和“first-in-class”創新藥物的研發及產業化，致力成爲創新療法研究、開發及商業化的領軍企業。公司經過多年的發展，以雄激素受體(AR)相關疾病爲核心，研發多通道產品組合，產品覆蓋全球高發病率癌症及其它未滿足臨牀需求的疾病領域，包括新冠、前列腺癌、脫髮、痤瘡、肝癌和乳腺癌等。開拓藥業前瞻性佈局了包含小分子創新藥、生物創新藥及聯合療法的多元化產品管線，包括7款正在開展臨牀研究的產品，如兩款雄激素受體(AR)拮抗劑、AR-PROTAC化合物、ALK-1單抗、PD-L1/TGFβ雙靶點抗體、mTOR激酶靶向抑制劑和Hedgehog抑制劑，以及正在進行臨牀前研究的ALK-1/VEGF雙抗和c-Myc抑制劑等。公司在全球擁有已獲得及申請中的110多項專利，多個項目被列爲國家十二五、十三五“重大新藥創制”專項。2020年5月22日，開拓藥業正式在香港聯合交易所有限公司主板掛牌上市，股票代碼：9939.HK。歡迎訪問公司網站：www.kintor.com.cn","listText":"新 春 快 樂 新春佳節至，萬家燈火明。感謝您一直以來對開拓藥業的支持和陪伴，值此團圓之際，恭祝您和家人新春快樂，兔年大吉！新的一年裏，身體健康，工作順利，闔家幸福，萬事勝意！ 瑞 兔 呈 祥 新歲序開啓華章 關於開拓藥業 開拓藥業成立於2009年，專注發展潛在“best-in-class”和“first-in-class”創新藥物的研發及產業化，致力成爲創新療法研究、開發及商業化的領軍企業。公司經過多年的發展，以雄激素受體(AR)相關疾病爲核心，研發多通道產品組合，產品覆蓋全球高發病率癌症及其它未滿足臨牀需求的疾病領域，包括新冠、前列腺癌、脫髮、痤瘡、肝癌和乳腺癌等。開拓藥業前瞻性佈局了包含小分子創新藥、生物創新藥及聯合療法的多元化產品管線，包括7款正在開展臨牀研究的產品，如兩款雄激素受體(AR)拮抗劑、AR-PROTAC化合物、ALK-1單抗、PD-L1/TGFβ雙靶點抗體、mTOR激酶靶向抑制劑和Hedgehog抑制劑，以及正在進行臨牀前研究的ALK-1/VEGF雙抗和c-Myc抑制劑等。公司在全球擁有已獲得及申請中的110多項專利，多個項目被列爲國家十二五、十三五“重大新藥創制”專項。2020年5月22日，開拓藥業正式在香港聯合交易所有限公司主板掛牌上市，股票代碼：9939.HK。歡迎訪問公司網站：www.kintor.com.cn","text":"新 春 快 樂 新春佳節至，萬家燈火明。感謝您一直以來對開拓藥業的支持和陪伴，值此團圓之際，恭祝您和家人新春快樂，兔年大吉！新的一年裏，身體健康，工作順利，闔家幸福，萬事勝意！ 瑞 兔 呈 祥 新歲序開啓華章 關於開拓藥業 開拓藥業成立於2009年，專注發展潛在“best-in-class”和“first-in-class”創新藥物的研發及產業化，致力成爲創新療法研究、開發及商業化的領軍企業。公司經過多年的發展，以雄激素受體(AR)相關疾病爲核心，研發多通道產品組合，產品覆蓋全球高發病率癌症及其它未滿足臨牀需求的疾病領域，包括新冠、前列腺癌、脫髮、痤瘡、肝癌和乳腺癌等。開拓藥業前瞻性佈局了包含小分子創新藥、生物創新藥及聯合療法的多元化產品管線，包括7款正在開展臨牀研究的產品，如兩款雄激素受體(AR)拮抗劑、AR-PROTAC化合物、ALK-1單抗、PD-L1/TGFβ雙靶點抗體、mTOR激酶靶向抑制劑和Hedgehog抑制劑，以及正在進行臨牀前研究的ALK-1/VEGF雙抗和c-Myc抑制劑等。公司在全球擁有已獲得及申請中的110多項專利，多個項目被列爲國家十二五、十三五“重大新藥創制”專項。2020年5月22日，開拓藥業正式在香港聯合交易所有限公司主板掛牌上市，股票代碼：9939.HK。歡迎訪問公司網站：www.kintor.com.cn","images":[{"img":"https://static.tigerbbs.com/6950096edb964a19b784af74a22e6c69"},{"img":"https://static.tigerbbs.com/8b7c65956c5e4c9290acbb17f1a2e2ef"},{"img":"https://static.tigerbbs.com/5e8f7a114ff94a3eb73500077fb50116"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626257973","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924847383,"gmtCreate":1672233439142,"gmtModify":1676538656843,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"in the end still will go below 100","listText":"in the end still will go below 100","text":"in the end still will go below 100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924847383","repostId":"621613335","repostType":1,"repost":{"id":621613335,"gmtCreate":1672232631464,"gmtModify":1676538656632,"author":{"id":"3527667586584720","authorId":"3527667586584720","name":"小虎综合资讯","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667586584720","authorIdStr":"3527667586584720"},"themes":[],"title":"盤前 | 特斯拉由跌轉漲，蔚來扭轉頹勢","htmlText":"12月28日（週三），美股三大指數期貨在盤前交易時段小幅上漲。中概股盤前走勢網易漲0.77%。國家新聞出版署發佈12月國產網絡遊戲及2022年進口網絡遊戲審批信息，進口遊戲中網易、騰訊、百度多酷、心動公司、創夢天地等旗下游戲在列。蔚來漲1.19%。蔚來週二大跌超8%，此前宣佈下調四季度交付預期。同時，小鵬汽車基本平盤，理想汽車漲超2%。阿里巴巴漲0.23%，京東漲0.6%，嗶哩嗶哩跌0.04%，百度跌0.11%。重要美股盤前走勢特斯拉由跌轉漲。公司迴應上海超級工廠春節期間停產表示，大部分員工會在1月20-28日放假，將比法定假期前後各延長一天，同時在此期間部分車間仍需繼續高速運轉。Rivian漲1.5%，日前發佈R1T和R1S雙點擊全輪驅動的標準版/加強版的交付預告，預計新款車型將在2023年上市。輝瑞跌0.12%，輝瑞抗新冠口服藥Paxlovid國內醫保支付價格下調至1890元/盒。Paxlovid於今年2月在國內獲批上市，此前曾以2300元/盒的價格被臨時納入醫保，低於其在美國的定價。大宗商品走勢國際油價小幅回落。新冠病例增加恐抑制需求，日內需聚焦API庫存數據。國際金價小幅走低。由於缺乏任何新的觸發因素，市場近期料繼續呈現窄幅區間波動格局。","listText":"12月28日（週三），美股三大指數期貨在盤前交易時段小幅上漲。中概股盤前走勢網易漲0.77%。國家新聞出版署發佈12月國產網絡遊戲及2022年進口網絡遊戲審批信息，進口遊戲中網易、騰訊、百度多酷、心動公司、創夢天地等旗下游戲在列。蔚來漲1.19%。蔚來週二大跌超8%，此前宣佈下調四季度交付預期。同時，小鵬汽車基本平盤，理想汽車漲超2%。阿里巴巴漲0.23%，京東漲0.6%，嗶哩嗶哩跌0.04%，百度跌0.11%。重要美股盤前走勢特斯拉由跌轉漲。公司迴應上海超級工廠春節期間停產表示，大部分員工會在1月20-28日放假，將比法定假期前後各延長一天，同時在此期間部分車間仍需繼續高速運轉。Rivian漲1.5%，日前發佈R1T和R1S雙點擊全輪驅動的標準版/加強版的交付預告，預計新款車型將在2023年上市。輝瑞跌0.12%，輝瑞抗新冠口服藥Paxlovid國內醫保支付價格下調至1890元/盒。Paxlovid於今年2月在國內獲批上市，此前曾以2300元/盒的價格被臨時納入醫保，低於其在美國的定價。大宗商品走勢國際油價小幅回落。新冠病例增加恐抑制需求，日內需聚焦API庫存數據。國際金價小幅走低。由於缺乏任何新的觸發因素，市場近期料繼續呈現窄幅區間波動格局。","text":"12月28日（週三），美股三大指數期貨在盤前交易時段小幅上漲。中概股盤前走勢網易漲0.77%。國家新聞出版署發佈12月國產網絡遊戲及2022年進口網絡遊戲審批信息，進口遊戲中網易、騰訊、百度多酷、心動公司、創夢天地等旗下游戲在列。蔚來漲1.19%。蔚來週二大跌超8%，此前宣佈下調四季度交付預期。同時，小鵬汽車基本平盤，理想汽車漲超2%。阿里巴巴漲0.23%，京東漲0.6%，嗶哩嗶哩跌0.04%，百度跌0.11%。重要美股盤前走勢特斯拉由跌轉漲。公司迴應上海超級工廠春節期間停產表示，大部分員工會在1月20-28日放假，將比法定假期前後各延長一天，同時在此期間部分車間仍需繼續高速運轉。Rivian漲1.5%，日前發佈R1T和R1S雙點擊全輪驅動的標準版/加強版的交付預告，預計新款車型將在2023年上市。輝瑞跌0.12%，輝瑞抗新冠口服藥Paxlovid國內醫保支付價格下調至1890元/盒。Paxlovid於今年2月在國內獲批上市，此前曾以2300元/盒的價格被臨時納入醫保，低於其在美國的定價。大宗商品走勢國際油價小幅回落。新冠病例增加恐抑制需求，日內需聚焦API庫存數據。國際金價小幅走低。由於缺乏任何新的觸發因素，市場近期料繼續呈現窄幅區間波動格局。","images":[{"img":"https://static.tigerbbs.com/5667e061791c59618bd298836ff9febf","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/b7687129e973d124bd9f245644fba681","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/6cb3fc96bddb2eb9873a8b801567fb31","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/621613335","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962399493,"gmtCreate":1669717769013,"gmtModify":1676538228031,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>buy","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>buy","text":"$Tesla Motors(TSLA)$ buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9962399493","isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968480428,"gmtCreate":1669291055865,"gmtModify":1676538179558,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"Buy&nbsp;","listText":"Buy&nbsp;","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9968480428","repostId":"2285840582","repostType":4,"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960232412,"gmtCreate":1668168059036,"gmtModify":1676538023616,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"How to show bullish or bearish or a stock?","listText":"How to show bullish or bearish or a stock?","text":"How to show bullish or bearish or a stock?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960232412","isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960347849,"gmtCreate":1668085126881,"gmtModify":1676538009936,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"It will drop more when she buy","listText":"It will drop more when she buy","text":"It will drop more when she buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9960347849","repostId":"1196455806","repostType":2,"repost":{"id":"1196455806","pubTimestamp":1668081604,"share":"https://ttm.financial/m/news/1196455806?lang=&edition=fundamental","pubTime":"2022-11-10 20:00","market":"us","language":"en","title":"Cathie Wood’s ARKK Hits 5-Year Low As FTX Collapse Spurs Crypto Wreck","url":"https://stock-news.laohu8.com/highlight/detail?id=1196455806","media":"Yahoo Finance","summary":"The flagship exchange-traded fund of ARK Invest has fallen to its lowest level in five years after c","content":"<html><head></head><body><p>The flagship exchange-traded fund of ARK Invest has fallen to its lowest level in five years after crypto world’s latest crisis sent risk assets into a tailspin this week.</p><p>Ark Innovation (ARKK), the firm’s beleaguered main ETF, sank more than 6.5% to $32.57 on Wednesday, deepening the fund’s loss to nearly 80% from its February 2021 high.</p><p>As of Tuesday&#39;s close, fund is down about 63% so far in 2022.</p><p>The slide came as crypto-related stocks cratered following the rapid collapse of FTX, the digital asset exchange run by billionaire Sam Bankman-Fried.</p><p>ARKK holdings Coinbase (COIN) and Block (SQ) fell roughly 10% and 9%, respectively, on Wednesday. Roblox (RBLX), another favorite of Wood dabbling in crypto, tanked 21%.</p><p>The famed fund manager has been a staunch cryptocurrency bull, forecasting earlier this year that the Bitcoin (BTC-USD) would top $1 million by 2023. After reports Wednesday afternoon that Binance, the world’s largest crypto exchange, backed out of an emergency deal to acquire FTX as it faces potential insolvency. Bitcoin dropped below $16,000 on the news.</p><p>Even as the sudden downfall of FTX and concerns around its partnerships rattled the crypto ecosystem this week, Wood expanded her holdings of Coinbase — the second-largest crypto exchange by volume.</p><p>On Tuesday, ARK Invest snapped up more than 420,000 shares of the company, per a transaction report from the firm, after it fell roughly 11% – and before it posted another loss of nearly that magnitude Wednesday following the firm&#39;s dip purchase.</p><p>Coinbase CEO Brian Armstrong asserted Tuesday on Twitter that his company did not have any material exposure to FTX or its subsidiaries.</p><blockquote>2/ Second, Coinbase doesn&#39;t have any material exposure to FTX or FTT (and no exposure to Alameda).</blockquote><blockquote>— Brian Armstrong (@brian_armstrong)November 8, 2022</blockquote><p>In a webcast hosted by ARK earlier this week, Wood also said the reported acquisition of the exchange would boost its remaining competitors — but that was before Binance&#39;sbacked out of acquiring FTX.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood’s ARKK Hits 5-Year Low As FTX Collapse Spurs Crypto Wreck</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; 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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\">\nCathie Wood’s ARKK Hits 5-Year Low As FTX Collapse Spurs Crypto Wreck\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-10 20:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/cathie-wood-arkk-hits-2017-low-ftx-collapse-crypto-crash-113509040.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The flagship exchange-traded fund of ARK Invest has fallen to its lowest level in five years after crypto world’s latest crisis sent risk assets into a tailspin this week.Ark Innovation (ARKK), the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/cathie-wood-arkk-hits-2017-low-ftx-collapse-crypto-crash-113509040.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF"},"source_url":"https://finance.yahoo.com/news/cathie-wood-arkk-hits-2017-low-ftx-collapse-crypto-crash-113509040.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196455806","content_text":"The flagship exchange-traded fund of ARK Invest has fallen to its lowest level in five years after crypto world’s latest crisis sent risk assets into a tailspin this week.Ark Innovation (ARKK), the firm’s beleaguered main ETF, sank more than 6.5% to $32.57 on Wednesday, deepening the fund’s loss to nearly 80% from its February 2021 high.As of Tuesday's close, fund is down about 63% so far in 2022.The slide came as crypto-related stocks cratered following the rapid collapse of FTX, the digital asset exchange run by billionaire Sam Bankman-Fried.ARKK holdings Coinbase (COIN) and Block (SQ) fell roughly 10% and 9%, respectively, on Wednesday. Roblox (RBLX), another favorite of Wood dabbling in crypto, tanked 21%.The famed fund manager has been a staunch cryptocurrency bull, forecasting earlier this year that the Bitcoin (BTC-USD) would top $1 million by 2023. After reports Wednesday afternoon that Binance, the world’s largest crypto exchange, backed out of an emergency deal to acquire FTX as it faces potential insolvency. Bitcoin dropped below $16,000 on the news.Even as the sudden downfall of FTX and concerns around its partnerships rattled the crypto ecosystem this week, Wood expanded her holdings of Coinbase — the second-largest crypto exchange by volume.On Tuesday, ARK Invest snapped up more than 420,000 shares of the company, per a transaction report from the firm, after it fell roughly 11% – and before it posted another loss of nearly that magnitude Wednesday following the firm's dip purchase.Coinbase CEO Brian Armstrong asserted Tuesday on Twitter that his company did not have any material exposure to FTX or its subsidiaries.2/ Second, Coinbase doesn't have any material exposure to FTX or FTT (and no exposure to Alameda).— Brian Armstrong (@brian_armstrong)November 8, 2022In a webcast hosted by ARK earlier this week, Wood also said the reported acquisition of the exchange would boost its remaining competitors — but that was before Binance'sbacked out of acquiring FTX.","news_type":1},"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987213158,"gmtCreate":1667917490974,"gmtModify":1676537984279,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"Then y chpt drop so much?","listText":"Then y chpt drop so much?","text":"Then y chpt drop so much?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987213158","repostId":"2281994475","repostType":2,"repost":{"id":"2281994475","pubTimestamp":1667915003,"share":"https://ttm.financial/m/news/2281994475?lang=&edition=fundamental","pubTime":"2022-11-08 21:43","market":"us","language":"en","title":"Nikola, ChargePoint to Boost Charging Infrastructure for Commercial EVs","url":"https://stock-news.laohu8.com/highlight/detail?id=2281994475","media":"Reuters","summary":"Electric-truck maker Nikola Corp said on Tuesday it will partner with charging company ChargePoint H","content":"<html><head></head><body><p>Electric-truck maker Nikola Corp said on Tuesday it will partner with charging company ChargePoint Holdings to speed up the deployment of the required infrastructure for commercial EVs.</p><p>Many fleet operators are inclined to use more electric vehicles as they aim to reduce carbon emissions and meet sustainability targets, however, the lack of proper infrastructure has been a deterrent.</p><p>Nikola said with access to ChargePoint&#39;s products it will be able to reduce the time required to build infrastructure projects that will help its customers manage charging of their vehicles, plan schedules and streamline delivery routes.</p><p>The companies, however, declined to provide the financial details of the partnership.</p><p>The announcement of the deal comes a week after Nikola said that scaling up charging infrastructure for fleets was a hurdle, exacerbated by end-customers&#39; reluctance to spend capital for the development.</p><p>Nikola expects such challenges to continue and limit uptake of its Tre battery electric semi truck.</p><p>It said the company would miss its target of delivering at least 300 vehicles this year and declined to issue fresh forecasts, citing macroeconomic uncertainty clouding visibility of its future.</p><p>Phoenix, Arizona-based Nikola has placed orders for ChargePoint&#39;s fast charging solution, E-Skids, and deliveries are expected to begin as early as this month.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nikola, ChargePoint to Boost Charging Infrastructure for Commercial EVs</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\">\nNikola, ChargePoint to Boost Charging Infrastructure for Commercial EVs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 21:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nikola-chargepoint-boost-charging-infrastructure-131123574.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric-truck maker Nikola Corp said on Tuesday it will partner with charging company ChargePoint Holdings to speed up the deployment of the required infrastructure for commercial EVs.Many fleet ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nikola-chargepoint-boost-charging-infrastructure-131123574.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKLA":"Nikola Corporation","CHPT":"ChargePoint Holdings Inc."},"source_url":"https://finance.yahoo.com/news/nikola-chargepoint-boost-charging-infrastructure-131123574.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281994475","content_text":"Electric-truck maker Nikola Corp said on Tuesday it will partner with charging company ChargePoint Holdings to speed up the deployment of the required infrastructure for commercial EVs.Many fleet operators are inclined to use more electric vehicles as they aim to reduce carbon emissions and meet sustainability targets, however, the lack of proper infrastructure has been a deterrent.Nikola said with access to ChargePoint's products it will be able to reduce the time required to build infrastructure projects that will help its customers manage charging of their vehicles, plan schedules and streamline delivery routes.The companies, however, declined to provide the financial details of the partnership.The announcement of the deal comes a week after Nikola said that scaling up charging infrastructure for fleets was a hurdle, exacerbated by end-customers' reluctance to spend capital for the development.Nikola expects such challenges to continue and limit uptake of its Tre battery electric semi truck.It said the company would miss its target of delivering at least 300 vehicles this year and declined to issue fresh forecasts, citing macroeconomic uncertainty clouding visibility of its future.Phoenix, Arizona-based Nikola has placed orders for ChargePoint's fast charging solution, E-Skids, and deliveries are expected to begin as early as this month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985332448,"gmtCreate":1667311807584,"gmtModify":1676537896189,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"There is a saying \"buy high sell low\" I would prefer the following Buy! When everyone run away Sell! When everyone come in&nbsp; What do u think?","listText":"There is a saying \"buy high sell low\" I would prefer the following Buy! When everyone run away Sell! When everyone come in&nbsp; What do u think?","text":"There is a saying \"buy high sell low\" I would prefer the following Buy! When everyone run away Sell! When everyone come in What do u think?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985332448","isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000494","authorId":"9000000000000494","name":"MamieBenson","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000494","authorIdStr":"9000000000000494"},"content":"The premise is that you must be prepared to grasp each time point. I often buy in the process of falling, so I will face losses.","text":"The premise is that you must be prepared to grasp each time point. I often buy in the process of falling, so I will face losses.","html":"The premise is that you must be prepared to grasp each time point. I often buy in the process of falling, so I will face losses."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989659325,"gmtCreate":1665997381068,"gmtModify":1676537689587,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"Blame the American&nbsp;","listText":"Blame the American&nbsp;","text":"Blame the American","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989659325","isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989957771,"gmtCreate":1665891854894,"gmtModify":1676537676429,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"Sme good news","listText":"Sme good news","text":"Sme good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989957771","repostId":"2275965792","repostType":2,"repost":{"id":"2275965792","pubTimestamp":1665794464,"share":"https://ttm.financial/m/news/2275965792?lang=&edition=fundamental","pubTime":"2022-10-15 08:41","market":"us","language":"en","title":"Airline Stocks Have Struggled. Here Are a Few That Could Take Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2275965792","media":"Barron's","summary":"Some airline stocks trade at five times projected earnings. Why so expensive, you might be wondering","content":"<html><head></head><body><p>Some airline stocks trade at five times projected earnings. Why so expensive, you might be wondering. The group&#39;s reputation on capital preservation at the moment ranks somewhere between damaged and U.K. pension manager. An index of U.S. airlines is down 42% in a year, more than double the beating absorbed by the broad U.S. market.</p><p>Plus, there&#39;s wage and fuel inflation, and the industry is desperately low on both pilots and planes. But maybe near-term obstacles can help prevent long-term squander, much the way rainy weather brings the murder rate down.</p><p>&#34;They historically disappoint because they buy aircraft at the top of the market and take delivery in a recession or at the bottom of the market,&#34; says Cowen analyst Helane Baker. &#34;And this time they can&#39;t do that because they can&#39;t get the planes and they don&#39;t have the people.&#34;</p><p>Baker is selectively bullish on what she concedes is not a favorite group for investors. &#34;Sometimes I feel like there are more sell-side analysts covering airlines than there are investors in airlines,&#34; she says. This past week she upgraded Delta Air Lines (ticker: DAL) to Outperform after its third-quarter report showed, believe it or not, record revenue. She predicts 75% upside there. Her other picks include United Airlines (UAL), Sun Country Airlines (SNCY), and Alaska Air Group (ALK).</p><p>We can explain part of Delta&#39;s revenue strength as inflation and price hikes. But the company also reported its second consecutive quarter of double-digit operating margins. Management said business travel is 70% to 75% recovered in terms of volume and 80% to 85% on revenue. It reckons that earnings will hit $7 a share by 2024, more than double this year&#39;s forecast, and that free cash flow will reach $4 billion. Those figures make the current stock price of $31 and change and market value of under $20 billion look low.</p><p>Baker predicts that Delta will hit $7 in earnings sooner than that -- by next year. The industry saw a sharp rise in business and international travel starting after Labor Day, she says. Travel between the U.S. and China remains weak, but airlines are adjusting. United, once the biggest U.S. carrier to China, just added new direct flights to flourishing destinations like Malaga, Spain.</p><p>There is some concern that high prices will put off domestic vacationers. A family of four, Baker points out, could have a difficult time funding flights to Orlando, a room, and a rental car for much under $4,000. &#34;And we haven&#39;t even stepped foot into the Magic Kingdom yet, and we haven&#39;t bought food,&#34; she says. &#34;And so people just go, &#39;That&#39;s it, I&#39;m opting out and we&#39;re driving and we can take the dog and we don&#39;t have to pay for seat assignments.&#39; &#34;</p><p>As someone who recently took a family trip to the Kingdom for roughly the cost of orthopedic surgery, I can confirm wanting to stick with car vacations for a while -- only without dogs, because Coco is a hairy shedder and Ginger sometimes barks at her own barks. But I just booked business flights to South Florida and Europe, and I&#39;m much less price sensitive with the company charge account than with my Triple Rewards Misercard from Federated Skinflint.</p><p>Now to see whether other airlines report similarly strong results.</p><p>J.P. Morgan&#39;s airline analysts say that their corporate cousin, Chase Bank, has seen strengthening in card swipes for travel. &#34;While the stocks continue to signal a meaningful deceleration in demand, in our view, the data has yet to support that outcome,&#34; they wrote in a recent report. Analysts at Melius Research, a boutique, say factors shaking markets, like rate hikes and fears of a sharp economic downturn, don&#39;t factor into management conversations. &#34;The thing you don&#39;t hear is macro pressures (or potential recession) hurting demand,&#34; they write. &#34;In fact, it&#39;s the opposite.&#34;</p><p>American Airlines (AAL) is struggling with profitability at a time when others aren&#39;t, which doesn&#39;t invite confidence. JetBlue Airways (JBLU) is in for a fight with regulators over its attempt to buy <a href=\"https://laohu8.com/S/SAVE\">Spirit Airlines</a> (SAVE). And Southwest Airlines (LUV) has a strong balance sheet but an acute pilot shortage.</p><p>United, still strong in international travel, is bouncing back quickly, even without China.</p><p>Alaska Air is prosperous and recently agreed to a new contract with its pilots -- one less thing to worry about.</p><p>Tiny Sun Country is based in the tanning mecca of Minneapolis, and collects about two-thirds of its revenue from scheduled flights, and the rest from charter and cargo customers that cover their own fuel costs. The company doesn&#39;t have a strong order book of planes, but it owns rather than leases most of the several dozen that it uses. Cowen&#39;s Becker initiated favorable coverage last month with a price target that recently implied 70% upside.</p><p>Skepticism is warranted. But one thing the group might not have to worry about soon is blown-out capacity. Boeing (BA) is operating at barely half of its 2018 output, and won&#39;t get all the way back until perhaps 2025. Meanwhile, airlines are short some 8,000 pilots, which could hit 30,000 by 2025 on a rush of retirements. And if you think that&#39;s bad, you should see the shortage of flight instructors.</p><p>Vacation demand is a concern, but analysts say that high-end trips look safe for now, and that the pandemic has so blurred the line between work and play that more travelers are mixing business with leisure travel. Wall Street has taken to calling that bleisure travel. Bleisure suits can&#39;t be far behind.</p></body></html>","source":"lsy1610680873436","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>Airline Stocks Have Struggled. Here Are a Few That Could Take Off</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\">\nAirline Stocks Have Struggled. Here Are a Few That Could Take Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 08:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/airline-stocks-investing-51665788571?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some airline stocks trade at five times projected earnings. Why so expensive, you might be wondering. The group's reputation on capital preservation at the moment ranks somewhere between damaged and U...</p>\n\n<a href=\"https://www.barrons.com/articles/airline-stocks-investing-51665788571?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALK":"阿拉斯加航空集团有限公司","SNCY":"Sun Country Airlines Holdings, Inc.","DAL":"达美航空","UAL":"联合大陆航空","JBLU":"捷蓝航空","LUV":"西南航空","SAVE":"Spirit Airlines","AAL":"美国航空","BA":"波音"},"source_url":"https://www.barrons.com/articles/airline-stocks-investing-51665788571?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275965792","content_text":"Some airline stocks trade at five times projected earnings. Why so expensive, you might be wondering. The group's reputation on capital preservation at the moment ranks somewhere between damaged and U.K. pension manager. An index of U.S. airlines is down 42% in a year, more than double the beating absorbed by the broad U.S. market.Plus, there's wage and fuel inflation, and the industry is desperately low on both pilots and planes. But maybe near-term obstacles can help prevent long-term squander, much the way rainy weather brings the murder rate down.\"They historically disappoint because they buy aircraft at the top of the market and take delivery in a recession or at the bottom of the market,\" says Cowen analyst Helane Baker. \"And this time they can't do that because they can't get the planes and they don't have the people.\"Baker is selectively bullish on what she concedes is not a favorite group for investors. \"Sometimes I feel like there are more sell-side analysts covering airlines than there are investors in airlines,\" she says. This past week she upgraded Delta Air Lines (ticker: DAL) to Outperform after its third-quarter report showed, believe it or not, record revenue. She predicts 75% upside there. Her other picks include United Airlines (UAL), Sun Country Airlines (SNCY), and Alaska Air Group (ALK).We can explain part of Delta's revenue strength as inflation and price hikes. But the company also reported its second consecutive quarter of double-digit operating margins. Management said business travel is 70% to 75% recovered in terms of volume and 80% to 85% on revenue. It reckons that earnings will hit $7 a share by 2024, more than double this year's forecast, and that free cash flow will reach $4 billion. Those figures make the current stock price of $31 and change and market value of under $20 billion look low.Baker predicts that Delta will hit $7 in earnings sooner than that -- by next year. The industry saw a sharp rise in business and international travel starting after Labor Day, she says. Travel between the U.S. and China remains weak, but airlines are adjusting. United, once the biggest U.S. carrier to China, just added new direct flights to flourishing destinations like Malaga, Spain.There is some concern that high prices will put off domestic vacationers. A family of four, Baker points out, could have a difficult time funding flights to Orlando, a room, and a rental car for much under $4,000. \"And we haven't even stepped foot into the Magic Kingdom yet, and we haven't bought food,\" she says. \"And so people just go, 'That's it, I'm opting out and we're driving and we can take the dog and we don't have to pay for seat assignments.' \"As someone who recently took a family trip to the Kingdom for roughly the cost of orthopedic surgery, I can confirm wanting to stick with car vacations for a while -- only without dogs, because Coco is a hairy shedder and Ginger sometimes barks at her own barks. But I just booked business flights to South Florida and Europe, and I'm much less price sensitive with the company charge account than with my Triple Rewards Misercard from Federated Skinflint.Now to see whether other airlines report similarly strong results.J.P. Morgan's airline analysts say that their corporate cousin, Chase Bank, has seen strengthening in card swipes for travel. \"While the stocks continue to signal a meaningful deceleration in demand, in our view, the data has yet to support that outcome,\" they wrote in a recent report. Analysts at Melius Research, a boutique, say factors shaking markets, like rate hikes and fears of a sharp economic downturn, don't factor into management conversations. \"The thing you don't hear is macro pressures (or potential recession) hurting demand,\" they write. \"In fact, it's the opposite.\"American Airlines (AAL) is struggling with profitability at a time when others aren't, which doesn't invite confidence. JetBlue Airways (JBLU) is in for a fight with regulators over its attempt to buy Spirit Airlines (SAVE). And Southwest Airlines (LUV) has a strong balance sheet but an acute pilot shortage.United, still strong in international travel, is bouncing back quickly, even without China.Alaska Air is prosperous and recently agreed to a new contract with its pilots -- one less thing to worry about.Tiny Sun Country is based in the tanning mecca of Minneapolis, and collects about two-thirds of its revenue from scheduled flights, and the rest from charter and cargo customers that cover their own fuel costs. The company doesn't have a strong order book of planes, but it owns rather than leases most of the several dozen that it uses. Cowen's Becker initiated favorable coverage last month with a price target that recently implied 70% upside.Skepticism is warranted. But one thing the group might not have to worry about soon is blown-out capacity. Boeing (BA) is operating at barely half of its 2018 output, and won't get all the way back until perhaps 2025. Meanwhile, airlines are short some 8,000 pilots, which could hit 30,000 by 2025 on a rush of retirements. And if you think that's bad, you should see the shortage of flight instructors.Vacation demand is a concern, but analysts say that high-end trips look safe for now, and that the pandemic has so blurred the line between work and play that more travelers are mixing business with leisure travel. Wall Street has taken to calling that bleisure travel. Bleisure suits can't be far behind.","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989954405,"gmtCreate":1665891612707,"gmtModify":1676537676397,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"Action speak louder","listText":"Action speak louder","text":"Action speak louder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989954405","repostId":"2275110910","repostType":2,"repost":{"id":"2275110910","pubTimestamp":1665813342,"share":"https://ttm.financial/m/news/2275110910?lang=&edition=fundamental","pubTime":"2022-10-15 13:55","market":"hk","language":"zh","title":"李斌叫板马斯克","url":"https://stock-news.laohu8.com/highlight/detail?id=2275110910","media":"众面","summary":"蔚来CEO李斌公开“叫板”特斯拉CEO马斯克。近日在接受德国媒体采访中，李斌表示“汽车行业就像一场马拉松，最初的几公里并不能决定胜负”，蔚来将比特斯拉更快实现盈利。而这种崇拜，比之“蔚忠贤”对蔚来的崇拜，过之而无不及，所以李斌“叫板”马斯克，看起来更像是碰瓷，毕竟，特斯拉的信徒们可太嗨了。这些特斯拉支持者无一例外，非常信服马斯克。","content":"<html><body><p><img src=\"https://x0.ifengimg.com/res/2022/C14D4289063E617339367821A8365539B5DAF82D_size75_w1080_h606.jpeg\"/></p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>CEO李斌公开“叫板”<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克。</p><p>近日在接受德国媒体采访中，李斌表示“汽车行业就像一场马拉松，最初的几公里并不能决定胜负”，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>将比特斯拉更快实现盈利。他说自己比马斯克更会跳舞，而且不会像马斯克那样只顾着在推特上自嗨。言辞之间，蔚来超越特斯拉是早晚的事儿。</p><p>而此时的马斯克，确实正在推特上嗨得不行。一边跟推特打着官司，一边嘲讽主流媒体，一边“激动的宣布特斯拉电动卡车将于12月1日交付<a href=\"https://laohu8.com/S/PEP\">百事可乐</a>公司”。</p><p><img src=\"https://x0.ifengimg.com/res/2022/8867D93ADDD7311CD39CF8B8A6F2BD2D739F55F7_size84_w1080_h1394.jpeg\"/></p><p>简单翻一下这1.44万评论可以发现，李斌说得没错，马斯克几乎很少和用户互动，但用户却纷纷跑来留言表述衷肠。那场面，就像信徒朝拜他们的偶像。而这种崇拜，比之“蔚忠贤”（外界对蔚来粉丝称呼）对蔚来的崇拜，过之而无不及，所以李斌“叫板”马斯克，看起来更像是碰瓷，毕竟，特斯拉的信徒们可太嗨了。</p><p><strong>01 特斯拉信徒像一群“邪教徒”</strong></p><p>“宗教既视感”，是很多局外人对特斯拉一贯行为的看法，前<a href=\"https://laohu8.com/S/GM\">通用汽车</a>副主席Bob Lutz给特斯拉粉丝的定义是“像一群邪教徒！”所以，用户为特斯拉花的钱不是普通的消费金，而是“宗教税”。</p><p>特斯拉到底是不是邪教见仁见智，但马斯克在推特上的“自嗨”，的确能牵动万千人的心。特斯拉Semi在2017年新品发布会上曾有过亮相，当时马斯克还乐观表示“两年后大家就能在路上看到特斯拉Semi了”。结果，两年之后又两年，最终被延后到了2023年。可即便时隔五年，马斯克一条推依然能让特斯拉的信徒们掀起新一轮狂欢。</p><p>早在马斯克发推前，特斯拉官网曾短暂开放了特斯拉Semi的预订入口。时间有限，步骤也有点繁琐。预订金2万美元，但要分两批支付。第一次支付5000美元，相当于“预订资格”，此时这笔钱可以随时全额退回。接下来要等到特斯拉方面通知后，才能继续支付剩下的1.5万美元。</p><p>而消息灵通的信徒们，早早就支付完了订金。等到马斯克一发推，网名Xander Sky的网友就立马晒出了预订成功的收据。同时他还晒了一张图，展示其拥有不止一辆特斯拉。而社交网站动态除了马斯克，就是特斯拉。</p><p><img src=\"https://x0.ifengimg.com/res/2022/62F9C34C4F4FBEC9E4485322E10E202FBE48F026_size84_w1024_h600.jpeg\"/></p><p>有些人则大老远跑到特斯拉Semi展台前，就为了亲手（或者亲口）触摸到这台大家伙。有的粉丝亲手帮特斯拉做了一张百事可乐专供版涂装。还有的粉丝替百事可乐友商着急，隔空喊话“<a href=\"https://laohu8.com/S/KO\">可口可乐</a>你的特斯拉Semi呢？”</p><p><img src=\"https://x0.ifengimg.com/res/2022/89EC94D0929E3D1A01745559E3E63CAAA7BDF9FF_size678_w1080_h770.png\"/></p><p>变形金刚里擎天柱的待遇恐怕也不过如此吧。</p><p>这些特斯拉支持者无一例外，非常信服马斯克。他们给自己贴上各种各样和特斯拉相关的标签。</p><p><strong>粉丝的狂热让局外人感到困惑。按理说，我们普通人的日常生活中，极少有机会和卡车直接产生交集，接触卡车最主要的途径甚至可能是车祸集锦视频。所以，这些人为什么对一个不停跳票、且跟自己关系不大的电动卡车如此上心？</strong></p><p>02信徒们爱的不止是马斯克</p><p>一个流行的观点是，马斯克对地球环境和人类未来的深切担忧，促使他不断挑战常人眼中的“不可能任务”。而这种夹杂了人文关怀的冒险家精神，深深的触动了他的支持者。有人甚至认为，全世界都应该感谢马斯克的人文情怀。</p><p><img src=\"https://x0.ifengimg.com/res/2022/FF815636F418600EC6D8E3533EEABCD31BB5384F_size170_w1080_h1018.jpeg\"/></p><p>马斯克一直坚信，纯电动汽车是降低温室气体排放、同时又能满足交通需求的最优解。特斯拉Semi则是降低卡车温室气体排放、同时又能满足运输需求的最优解。</p><p>温室气体被认为是导致地球变换、极端天气频发的重要原因。在一次TED采访中，马斯克表示美国1/3的温室气体来自运输业。而美国卡车数量不到上路车辆的1/10，排放的温室气体却占了整个运输业的1/4。显然，只要将燃油卡车替换成电动卡车，就可以减少大量的温室气体。</p><p>于是，马斯克要把卡车也改成电动的。</p><p>特斯拉Semi是一辆8级半挂卡车，这是美国卡车的最高级别，满载重量15吨起步。美国为了照顾道路的承载能力和寿命，规定燃油车满载重量不得超过36吨，电动车可以放宽到37吨，相当于18辆特斯拉Model。</p><p>在马斯克看来，和特斯拉Semi相比，燃油卡车处处都是缺点。他还嘲讽堆满了按钮、屏幕、开关的燃油车驾驶舱“不仅很难用而且费颈椎”，和特斯拉Semi极简的驾驶舱比起来，简直“辣眼睛”。</p><p><img src=\"https://x0.ifengimg.com/res/2022/7BC534735B5934DC8A249EC05F6C85D98ECC58B5_size958_w960_h613.png\"/></p><p>他宣称特斯拉Semi每公里的维护成本比燃油车要低将近20%，相当于跑960公里能省下1000多元人民币。虽然听起来难以置信，但一位特斯拉的耐用性测试操作员的结论更难以置信，按照他的计算，特斯拉Semi光油费就能省下83%，跑320公里能省出将近1000元人民币。</p><p>所以，即便15～18万美元的价格，让特斯拉Semi比同级别燃油卡车贵了一些， 但只要跑起来很快就能收回成本。</p><p>但不论特斯拉Semi多优秀，终归是一辆运货的卡车，而下订单的除了有物流业务的企业，还有个人买家。一位已经订购了特斯拉Semi的网友，个人介绍是一位“自学成才的LEAPs和期权交易员”，平时发的动态也跟货运没有一点关系。结合另一位亲自触摸过特斯拉Semi的网友的动态，我们似乎找到了答案。</p><p><img src=\"https://x0.ifengimg.com/res/2022/FA4195B534B588E2325E0350C15D6713874E0D3C_size1277_w988_h1214.png\"/></p><p>他们谈论更多的，是$TSLA，特斯拉股票的交易代码。</p><p>03卖房也要买特斯拉</p><p>2022年6月，一位网名为Doniyor的<a href=\"https://laohu8.com/S/AMSWA\">美国软件</a>工程师发了一条推，自称把自己、车和房子打包出售，梭哈特斯拉股票。这个小哥此后的动态，基本都是和特斯拉的股价相关。</p><p><img src=\"https://x0.ifengimg.com/res/2022/78B6198127FD3B2D62C41963B8F39BA287A13BB2_size1232_w1080_h1017.png\"/></p><p>Doniyor并非个例。有人自称经过几千小时的钻研，最终决定把房子卖了购买特斯拉股票。</p><p>特斯拉在2010年6月29日在纳斯达克上市，10年后，股票涨幅达到了12551%。这意味着，如果你在2010年投资了1万美元，那么在2020年的时候你就成为了一名“百万富翁”。放眼股市，有几个公司能让人获得如此狂野的投资回报呢？</p><p><strong>高回报之下，必有梭哈。</strong></p><p>印尼出生的美籍商人KoGuan LeoLeo本来是一家私企公司的老板，此前也曾购买了多家科技公司的股票。</p><p>然而2020年初被新冠疫情突袭后，Leo做了一个极其大胆的决定。他卖掉了手里<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/CHL\">中国移动</a>、蔚来等公司的股票，抵押了一些房产，All in特斯拉。</p><p>9月份，Leo在推特上兴奋宣布，他现在投进特斯拉的钱，比特斯拉最大的两个个人股东马斯克和Larry Ellison加起来还要多，而他仍然计划继续向特斯拉投入数十亿美元。</p><p><img src=\"https://x0.ifengimg.com/res/2022/EE7220FBDB9077E6D2A30C75964697AE015C7484_size53_w1080_h444.jpeg\"/></p><p>Leo自称是马斯克的迷弟，这辈子他唯一真正佩服的人只有马斯克。而在特斯拉的投资人圈子里，Leo也被视为传奇。很多投资人宣称自己是Leo的迷弟，甚至要把KoGuan的名字加入到词典里。</p><p>那些因为特斯拉的股票暴富的百万富翁（millionaire）们，给自己起了一个响亮的名字“特斯拉富翁（Teslanaire）”。在他们眼中，特斯拉不只是电动车，更是钱。</p><p><strong>不过，特斯拉最大的魅力并非是让富豪变得更富有，而是让底层平民成为“特斯拉富翁”，实现阶层跃迁。</strong></p><p>韩国拥有大量特斯拉投资者，光散户持有的特斯拉股份就达到了1.6%。而整个韩国所有特斯拉投资者手中的股票，甚至超过了T. Rowe Price Group Inc.等特斯拉的大股东。</p><p>韩国一对夫妇卖掉了在首尔的房子，将买房所得的23万美元全部买了特斯拉，两口子带着7岁的孩子在外面租了一间房。这无疑是用自己的下半生和孩子的未来下了一场豪赌，可他们却坚定认为自己做出了最好的选择。他们盘算了一下，过去三年特斯拉股票上涨了1900%，而韩国最广泛持有的<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>股票，涨幅只有40%。</p><p>27岁的叉车司机Son Gilhun一个月工资2000美元，这样的收入在韩国连一个卧室都买不下来。所以每到工资，他就拿出1000美元购买特斯拉的股票。现在，他表示已经不为房子犯愁了，准备先买一辆特斯拉然后再买房子。</p><p>这些人，把自己的家底都押在特斯拉身上，就像鱿鱼游戏里的玩家们一样，用当下的生命去赌一个光明的未来。</p><p>04中国马斯克叫板美国马斯克</p><p>和马斯克对粉丝爱搭不理的态度不同，立志要超越特斯拉的李斌对粉丝要亲切得多。</p><p>李斌说：“特斯拉专注于技术和效率，技术对我们而言也十分重要，但同时我们也关注用户。”就连在Facebook上发动态，也是“为了亲自和蔚来用户交流”。而李斌的粉丝，也丝毫不逊马斯克的粉丝。</p><p>马斯克的粉丝写了一首名为《未来闻起来像伊隆·马斯克》的歌，李斌的粉丝也写了一首歌，其中有几句是这么唱的：“斌哥啊，想你了，蔚来让你弄得挺好的；斌哥啊，开心吧，美股已经快到700亿了；斌哥啊，别走了，冰城相聚一次不容易啊。”</p><p>这样的行为，不禁让远川研究所发出质问：“信仰、教义和狂欢：蔚来卖的是车吗？”，并且认为虽然蔚来不是邪教，“但用户对蔚来的忠诚度丝毫不亚于任何宗教”。而相关媒体干脆称其为拜蔚来教，想不通为什么蔚来的车主好像都“被洗脑了”？</p><p><strong>不过，无论是特斯拉还是蔚来，或许答案都藏在了下面这张图里。END</strong></p><p><img src=\"https://x0.ifengimg.com/res/2022/14B3B40B1EB630978129E9EFD889266337895929_size609_w848_h1200.png\"/></p><p><strong>作者｜吴狄</strong></p><p><strong>编辑｜胡展嘉</strong></p><p><strong>运营｜陈佳慧</strong></p><p><strong>出品｜众面（ID：ZhongMian_ZM）</strong></p></body></html>","source":"fenghuang_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>李斌叫板马斯克</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李斌叫板马斯克\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 13:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8K7kMo5nCDf><strong>众面</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>蔚来CEO李斌公开“叫板”特斯拉CEO马斯克。近日在接受德国媒体采访中，李斌表示“汽车行业就像一场马拉松，最初的几公里并不能决定胜负”，蔚来将比特斯拉更快实现盈利。他说自己比马斯克更会跳舞，而且不会像马斯克那样只顾着在推特上自嗨。言辞之间，蔚来超越特斯拉是早晚的事儿。而此时的马斯克，确实正在推特上嗨得不行。一边跟推特打着官司，一边嘲讽主流媒体，一边“激动的宣布特斯拉电动卡车将于12月1日交付...</p>\n\n<a href=\"https://tech.ifeng.com/c/8K7kMo5nCDf\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - 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Rowe Price Group Inc.等特斯拉的大股东。韩国一对夫妇卖掉了在首尔的房子，将买房所得的23万美元全部买了特斯拉，两口子带着7岁的孩子在外面租了一间房。这无疑是用自己的下半生和孩子的未来下了一场豪赌，可他们却坚定认为自己做出了最好的选择。他们盘算了一下，过去三年特斯拉股票上涨了1900%，而韩国最广泛持有的三星股票，涨幅只有40%。27岁的叉车司机Son Gilhun一个月工资2000美元，这样的收入在韩国连一个卧室都买不下来。所以每到工资，他就拿出1000美元购买特斯拉的股票。现在，他表示已经不为房子犯愁了，准备先买一辆特斯拉然后再买房子。这些人，把自己的家底都押在特斯拉身上，就像鱿鱼游戏里的玩家们一样，用当下的生命去赌一个光明的未来。04中国马斯克叫板美国马斯克和马斯克对粉丝爱搭不理的态度不同，立志要超越特斯拉的李斌对粉丝要亲切得多。李斌说：“特斯拉专注于技术和效率，技术对我们而言也十分重要，但同时我们也关注用户。”就连在Facebook上发动态，也是“为了亲自和蔚来用户交流”。而李斌的粉丝，也丝毫不逊马斯克的粉丝。马斯克的粉丝写了一首名为《未来闻起来像伊隆·马斯克》的歌，李斌的粉丝也写了一首歌，其中有几句是这么唱的：“斌哥啊，想你了，蔚来让你弄得挺好的；斌哥啊，开心吧，美股已经快到700亿了；斌哥啊，别走了，冰城相聚一次不容易啊。”这样的行为，不禁让远川研究所发出质问：“信仰、教义和狂欢：蔚来卖的是车吗？”，并且认为虽然蔚来不是邪教，“但用户对蔚来的忠诚度丝毫不亚于任何宗教”。而相关媒体干脆称其为拜蔚来教，想不通为什么蔚来的车主好像都“被洗脑了”？不过，无论是特斯拉还是蔚来，或许答案都藏在了下面这张图里。END作者｜吴狄编辑｜胡展嘉运营｜陈佳慧出品｜众面（ID：ZhongMian_ZM）","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989954870,"gmtCreate":1665891509190,"gmtModify":1676537676389,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"Supply is the problem&nbsp;","listText":"Supply is the problem&nbsp;","text":"Supply is the problem","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989954870","repostId":"2275957426","repostType":2,"repost":{"id":"2275957426","pubTimestamp":1665780180,"share":"https://ttm.financial/m/news/2275957426?lang=&edition=fundamental","pubTime":"2022-10-15 04:43","market":"hk","language":"zh","title":"蔚小理谋求突破成长瓶颈 造车新势力竞争趋于白热化","url":"https://stock-news.laohu8.com/highlight/detail?id=2275957426","media":"证券时报","summary":"　　国内新能源车市场仍然保持着喜人的增速。据乘联会数据，9月新能源乘用车批发和零售销量分别达到67.5万辆和61.1万辆，分别同比增长94.9%和82.9%。市场对四季度预期依然乐观，尤其补贴政策将在年底退出，容易引发抢购需求。多家机构对全年新能源车销量预期达到600万辆以上。　　随着市场体量扩大，新能源车之间的竞争也更加激烈。作为造车新势力中的先行者，蔚小理走入新的成长阶段，也需要应对新的挑战。","content":"<table border=\"0\"><tbody><tr><td><img src=\"http://n.sinaimg.cn/finance/crawl/776/w550h226/20221015/fef4-b8fc094e5f8af1d524531edf3403fed6.jpg\" tg-width=\"550\" tg-height=\"226\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></td></tr></tbody></table><p>证券时报记者 毛可馨</p><p>国内新能源车市场仍然保持着喜人的增速。据乘联会数据，9月新能源乘用车批发和零售销量分别达到67.5万辆和61.1万辆，分别同比增长94.9%和82.9%。市场对四季度预期依然乐观，尤其补贴政策将在年底退出，容易引发抢购需求。多家机构对全年新能源车销量预期达到600万辆以上。</p><p>随着市场体量扩大，新能源车之间的竞争也更加激烈。作为造车新势力中的先行者，蔚小理走入新的成长阶段，也需要应对新的挑战。三家车企都需要拓展多元化的产品以尽快实现规模效应，以清晰的产品规划确立主场，打造具备差异化的核心竞争力。</p><p>新能源汽车赛道已经进入诸侯割据的阶段，更多新势力涌入，市场格局未定，蔚小理需要准备好这场持久战。</p><p><b>寻求规模效应</b></p><p>蔚小理已经基本站上了月销1万辆的台阶，但仍需要持续输出更多元的产品来扩大规模。</p><p>销量瓶颈首先来自市场结构的变化和产品定位的限制。国内新能源车市场正在从“哑铃型”向更加均衡的“纺锤型”结构发展，主流市场成为增长最快的细分领域，而定位中高端的新势力在这一阶段错失红利。</p><p>乘联会数据显示，今年9月，起步价10万~20万元的新能源车是唯一占比增长的价格带，占比提升8个百分点至44%；而10万元以下占比下降6个百分点至25%；20万~30万元、30万~40万元分别下降1个百分点至24%和5%；40万元以上占比保持稳定，但比例仅2%。9月新能源车批发渗透率也逼近30%，意味着用户基础正从尝鲜人群向大众人群转变。</p><p>蔚小理紧锣密鼓投放的第二代车型，目前还没有开始贡献明显销量。行业一般认为，月销过万是一款车型站稳脚跟的标准，而车企仅有一代车型不足以说明成败，需要观察三代以上的表现。</p><p>“第一款、第二款车型其实比较容易成功，因为车企所有的精力和资源都集中在上面，但到第三款、第四款车型时，成功率就会大幅下降。在汽车产业的经验中，爆款车型是一个概率事件，因此很多传统车企会同时推出多种车型来提升成功概率、规避风险。<a href=\"https://laohu8.com/S/002594\">比亚迪</a>的车海战术也是基于这种经验，今年以来迅速铺开产品线、扩大战果，从C、B、A级车，已经下探至A0级，这是成熟车企经过多年准备和积累的结果。”电车人产业平台创始人马前程告诉证券时报·e公司记者。</p><p>不过，车型增加、销量提升同时带来更大的考验。奥纬咨询董事合伙人张君毅对证券时报·e公司记者表示，在近两年供应链频遭扰动的环境下，新势力规模小，对供应商的议价能力和抗风险能力较弱；销售渠道方面，到了年销10万辆规模及以上，新建直营机构是否能跟上市场需求，服务提升是否依然高效值得反思，传统车企可以利用原有的销售网络迅速上量，而新势力的确还需要一步步去做这些必要的布局工作。</p><p>惠誉评级亚太区企业研究董事杨菁对证券时报·e公司记者表示，蔚小理交付量波动背后的原因不尽相同，包括供应链瓶颈、产品换代的断档期、市场竞争加剧等。这些都是新势力品牌在成长过程中会经历的阵痛，而根本原因还是在于规模较小、产品多元化程度较低。</p><p>更令资本市场担心的是，销量无法快速提升，蔚小理的亏损状态就难以扭转。财报显示，今年上半年，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>分别亏损45.7亿元和44亿元，相比去年进一步扩大；<a href=\"https://laohu8.com/S/LI\">理想汽车</a>与实现盈利的距离最小，曾在去年四季度实现单季2.96亿元的净利润，但今年再度亏损，上半年亏损6.52亿元。</p><p>“新势力发展初期，市场不太在意盈利情况，但销量到了一定规模的时候，会关注车企供应链整合能力和成本控制能力，毕竟汽车行业是个规模效应很强的领域。另外，来自比亚迪和其他传统车企的竞争也越来越强，市场会考虑新势力和传统车企相比护城河到底有多深？”轩元资本创始人王荣进告诉证券时报·e公司记者。</p><p><b><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>：</b></p><p><b>继续提升服务能力</b></p><p>蔚来一贯以奔驰、宝马、奥迪这类<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌为对标，高端市场是其坚守的主阵地。</p><p>蔚来是最早推出量产车型的新势力厂商，以品牌和服务能力著称。第一代车型ES8、ES6、EC6定位中大型SUV，均价都在40万元以上。今年，基于第二代车型的ET7、ET5和ES7将陆续上市，定价最低的ET5起售价也达32.8万元。据悉，蔚来9月平均成交价已突破45万元。</p><p>在高端市场耕耘并不容易。“这批用户群体数量有限，而且越高端的用户需求越个性化，即使再强的品牌，可能最多只能占到10%~20%的份额。蔚来通过不断推出新产品、做渠道下沉、铺设换电网络等，销量还是会增长，但不能满足它快速上量的要求。”马前程表示。</p><p>不久前，蔚来在NIO2022欧洲发布会上宣布，将以订阅制租赁模式进入德国、荷兰、丹麦和瑞典四个国家，位于匈牙利的蔚来能源欧洲工厂也将于9月投入运营。业内人士认为，随着用户群体扩大、海外市场拓展，蔚来能否一如既往地维持高品质的服务能力，将是下一阶段的关键。</p><p>蔚来同样需要走进主流市场。为了与中高端的产品服务做出区隔，蔚来正在为20万元的市场筹划一个新品牌“阿尔卑斯”。蔚来董事长李斌曾透露，新品牌规划产能50万辆，预计2024年下半年交付，将建设一套新的品牌运营体系。</p><p>也有观点认为，研发和产品才是蔚来的核心竞争力。<a href=\"https://laohu8.com/S/BITA\">易车</a>研究院首席分析师周丽君对证券时报·e公司记者表示，服务有特殊性，只是锦上添花，研发能力具有普适性，更加值得关注，“现在很多车企学蔚来搞服务、做车友会、冲咖啡，但主流市场消费者对这些并不敏感，而蔚来重点投入的还是研发和产品技术，因此才能快速推出二代平台的三款车型”。</p><p>从财报看，蔚来的研发费用和销售、行政及其他费用长期高于另外两家新势力。今年上半年，这两项费用分别达到39.11亿元和42.97亿元，同比增长149.7%和59.44%。两项费用合计82.08亿元，占营收比例达到40.63%，同比提升约13个百分点。</p><p><b>小鹏：</b></p><p><b>寻求向上突破</b></p><p>与蔚来相反，小鹏汽车的产品沿着自下而上的路径拓展。</p><p>小鹏汽车现有车型在新势力中均价最低，第一代车型G3、P7和P5分别对应SUV、轿跑和轿车车型，定价最高的小鹏P7售价为24万至35万元。借助主流市场的施展空间，小鹏汽车从2021年第三季度开始迅速起量，连续4个季度占据造车新势力的榜首位置。</p><p>不过，新势力销冠的名号并没有为小鹏汽车带来实质性的利润。目前小鹏汽车在三家新势力中营收和毛利率都是最低的，上半年公司营收为149亿元，同期蔚来和理想汽车分别为202亿元、183亿元；小鹏汽车二季度整车毛利率仅9.1%，蔚来和理想汽车分别为16.7%和21.8%。</p><p>为了提升利润率，小鹏汽车向中高端市场发起冲击，承担这一使命的是新推出的中大型纯电SUV小鹏G9，起售价突破30万元。然而，G9出师不利，被不少消费者吐槽“不同版本的车型配置复杂”、“前期宣传的卖点并非标配”，因此在发布后两天紧急调整版本命名和配置，部分功能改为全系标配，此举也引发小鹏G9变相降价的讨论。</p><p>紧急调整新上市车型的配置策略在汽车行业非常罕见。马前程认为，这一方面反映出小鹏汽车的产品定义能力还不够成熟，但另一方面也显示出新势力的优势，即灵活纠错和快速决策的能力，“放到传统车企中，体系太过庞大和复杂，可能一些问题错了就错了”。</p><p>在业内人士看来，小鹏汽车的风格类似<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，像一个“技术男”，在用户需求的把握方面表现稍弱。“小鹏汽车的产品线布局战略不够清晰，现有车型显得这一拳、那一脚，但不排除将来可能通过技术梳理出一条思路来。”周丽君表示。</p><p>在新能源车领域，具有自上而下拓展产品经验的是特斯拉，而比亚迪则是自下而上的代表。对于这两种相反的路径，马前程表示，自上而下此前少有成功案例，因为高端车企可能很难适应极致压缩成本、低毛利率的生存环境，而自下而上虽然背负中低端的品牌印象，但市场最终还是看技术和产品实力的。最根本的，两种路径都需要有自己稳固的根据地和有扎实的竞争力基础，否则就会被上下围攻。</p><p>此外，小鹏汽车主打<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化的标签，但面临同质化的风险。马前程表示，当前汽车智能化主要体现在智能座舱，而自动驾驶技术受限于法规等因素还不能完全发挥，而小鹏汽车曾经领先行业的语音交互等功能很容易被追赶，“也许就是一款车型甚至一次OTA升级的距离”，因此难以在现阶段构成根本性的优势。</p><p><b>理想：</b></p><p><b>细分市场攻防战</b></p><p>理想汽车是三家新势力中最稳健的选手。</p><p>理想汽车整车毛利率最高、距离实现盈利最近，背后是强大的成本控制能力。今年第一和第二季度，理想汽车研发费用占比分别为14.33%和17.64%；销售和管理费用占比分别为12.55%和15.23%，基本都是同期新势力中的最低水平。</p><p>这在一定程度上得益于理想汽车打造单一爆款的产品策略。理想ONE自2018年发布以来，一直是理想汽车的唯一一款车型，单打独斗冲上月销1万的成绩，直到今年理想L7、L8、L9陆续面世。这些车型具有高度重合的特点，都是面向家庭场景的增程式中大型SUV，甚至被消费者认为“傻傻分不清”。</p><p>“一招鲜吃遍天”的策略在业内获得了较多认可。马前程表示，紧盯家庭用户的细分市场，用密集的车型去覆盖，可以满足用户不同价位、不同配置等需求，保持统一的用户群体还可以降低营销、服务的成本，品牌形象也得以强化，能把一个目标市场真正吃透。另外，增程式车型需要配置两套动力系统，做中大型车是必须，也是优势。</p><p>但另一面是，过度集中的市场定位也导致自家车型互相挤占、自乱阵脚。在新旧车型更迭期，先是有理想L9发布后，挤占了一部分原有车型理想ONE的订单。随后理想ONE价格又悄然下调2万元，并宣告将逐步停产。此举也引发了不少理想新车主的不满，质疑理想汽车存在虚假营销。</p><p>“在燃油车时代，很少出现车企为了一个车型停产另一个车型的情况。”一位行业资深人士表示，这本质上反映出理想汽车产品竞争力不够强，对新产品的销量信心不足，因此希望把资源和注意力集中起来。</p><p>增程式路线本身也面临政策风险。对于消费者来说，免费上牌是购买新能源汽车的首要原因，但上海市近期发布政策，从明年开始，对插电式混合动力车（含增程式混合动力车）不再发放新能源汽车专用牌照额度。这意味着购买理想汽车现有车型需要像燃油车一样拍牌，最近个人拍牌成本甚至高达9万元，而上海出台的政策可能在全国产生示范效应。</p><p>因此，理想汽车需要加紧推出纯电动车型。按照计划，首款纯电动中大型SUV车型将在2023年发布。</p><p><b>竞争更加激烈</b></p><p>蔚小理褪去光芒的同时，追兵也从四面八方赶来。</p><p>同为新势力的哪吒和零跑表现亮眼，凭借20万元以下的车型紧抓主流市场崛起的风口。今年下半年以来，两家车企交付量连续破万，对蔚小理形成反超之势。前9个月，哪吒共交付11.12万辆车，零跑共交付8.13万辆车，蔚小理分别为8.24万辆、9.86万辆和8.69万辆。</p><p>先行者和后来者品尝着各自的酸甜。蔚小理需要苦熬市场起步前的黎明，但也享受到第一波红利；后来者跳过了培育市场的阶段，而资本市场的环境已今非昔比。<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>在9月29日登陆港交所，但首日即破发，近期股价仍在连创新低。招股书显示，零跑汽车2019年至2021年累计亏损约48亿元。</p><p>另外一股势力来自传统车企孕育的新品牌，例如<a href=\"https://laohu8.com/S/601238\">广汽集团</a>的埃安、<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>的极氪、东风集团的岚图以及<a href=\"https://laohu8.com/S/600104\">上汽集团</a>的智己等。其中最为突出的是广汽埃安，由早期的B端市场转向C端发力。埃安9月销量超过3万辆，几乎相当于蔚小理三家之和。极氪9月交付量也攀升至8000辆以上，而岚图和智己稍显逊色，分别停留在2500辆和1000辆左右的水平。</p><p>车企最为忌惮的或许是华为加持的问界。问界将鸿蒙系统作为主打卖点，切中下半场智能化竞争要点，同时还能借力华为分布甚广的销售门店。目前问界有M5和M7两款车型，同为增程式中大型SUV，与理想系列车型构成直接竞争。8月、9月，问界交付量连续破万，华为智能汽车解决方案BU CEO余承东还表示，问界目前已经具备月销2万辆的能力。</p><p>“内卷”已经开始了，与燃油车比拼综合成本的同时，新能源车彼此的厮杀也愈发激烈。据电车人产业平台统计，仅今年下半年，开始批量上市交付的新车型就超过20款。</p><p>“和燃油车竞争的时代很快就会过去。”马前程表示，随着新能源车技术迭代，以及充换电基础设施的完善，新能源车会越用越便宜、越用越方便。一些细分领域已经变得拥挤，例如20万元上下的轿车、30万元上下的中大型SUV。</p><p>每月公布交付量的惯例让战局显得更加紧张多变。张君毅认为，现在的交付量名次并不重要，因为其中存在许多偶然因素，例如正处在筹备上市阶段，或者新旧产品的换挡期，还有零部件缺货等，需要长期观察车企进入常态后的竞争力。</p><p>蔚小理已经完成了从0到1的跨越，可持续的经营能力是市场对新势力的期许，也是新势力需要面对的挑战。“现在这些品牌还有些手忙脚乱，处在一种相对混战的状态。新势力不能沉迷于短期的竞争或情绪影响，需要冷静思考未来几年自己会在哪个位置，真正从用户的角度出发打造差异化的品牌。”马前程表示。</p><p>杨菁也表示，未来市场竞争会围绕多维度展开，关键点在于智能化和生态体系的建设。此外，在目前行业整体盈利较难的情况下，如何保持持续的融资能力更值得关注。</p><p>毛可馨/制表 图虫创意/供图 周靖宇/制图</p><p><img referrerpolicy=\"no-referrer\"></p><p>海量资讯、精准解读，尽在新浪财经APP</p><p>责任编辑：李桐</p>","source":"sina","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>蔚小理谋求突破成长瓶颈 造车新势力竞争趋于白热化</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; 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.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蔚小理谋求突破成长瓶颈 造车新势力竞争趋于白热化\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 04:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/chanjing/cyxw/2022-10-15/doc-imqmmthc0941962.shtml><strong>证券时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>证券时报记者 毛可馨国内新能源车市场仍然保持着喜人的增速。据乘联会数据，9月新能源乘用车批发和零售销量分别达到67.5万辆和61.1万辆，分别同比增长94.9%和82.9%。市场对四季度预期依然乐观，尤其补贴政策将在年底退出，容易引发抢购需求。多家机构对全年新能源车销量预期达到600万辆以上。随着市场体量扩大，新能源车之间的竞争也更加激烈。作为造车新势力中的先行者，蔚小理走入新的成长阶段，也需要...</p>\n\n<a href=\"https://finance.sina.com.cn/chanjing/cyxw/2022-10-15/doc-imqmmthc0941962.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4532":"文艺复兴科技持仓","BK4534":"瑞士信贷持仓","BK4509":"腾讯概念","BK4531":"中概回港概念","BK1575":"同股不同权","02015":"理想汽车-W","NIO.SI":"蔚来","BK4563":"昨日强势股","XPEV":"小鹏汽车","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK4555":"新能源车","BK1539":"汽车股","BK1588":"回港中概股","BK4503":"景林资产持仓","09868":"小鹏汽车-W","BK4526":"热门中概股","09866":"蔚来-SW","LI":"理想汽车","BK1119":"汽车制造商","BK1587":"次新股","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc 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毛可馨国内新能源车市场仍然保持着喜人的增速。据乘联会数据，9月新能源乘用车批发和零售销量分别达到67.5万辆和61.1万辆，分别同比增长94.9%和82.9%。市场对四季度预期依然乐观，尤其补贴政策将在年底退出，容易引发抢购需求。多家机构对全年新能源车销量预期达到600万辆以上。随着市场体量扩大，新能源车之间的竞争也更加激烈。作为造车新势力中的先行者，蔚小理走入新的成长阶段，也需要应对新的挑战。三家车企都需要拓展多元化的产品以尽快实现规模效应，以清晰的产品规划确立主场，打造具备差异化的核心竞争力。新能源汽车赛道已经进入诸侯割据的阶段，更多新势力涌入，市场格局未定，蔚小理需要准备好这场持久战。寻求规模效应蔚小理已经基本站上了月销1万辆的台阶，但仍需要持续输出更多元的产品来扩大规模。销量瓶颈首先来自市场结构的变化和产品定位的限制。国内新能源车市场正在从“哑铃型”向更加均衡的“纺锤型”结构发展，主流市场成为增长最快的细分领域，而定位中高端的新势力在这一阶段错失红利。乘联会数据显示，今年9月，起步价10万~20万元的新能源车是唯一占比增长的价格带，占比提升8个百分点至44%；而10万元以下占比下降6个百分点至25%；20万~30万元、30万~40万元分别下降1个百分点至24%和5%；40万元以上占比保持稳定，但比例仅2%。9月新能源车批发渗透率也逼近30%，意味着用户基础正从尝鲜人群向大众人群转变。蔚小理紧锣密鼓投放的第二代车型，目前还没有开始贡献明显销量。行业一般认为，月销过万是一款车型站稳脚跟的标准，而车企仅有一代车型不足以说明成败，需要观察三代以上的表现。“第一款、第二款车型其实比较容易成功，因为车企所有的精力和资源都集中在上面，但到第三款、第四款车型时，成功率就会大幅下降。在汽车产业的经验中，爆款车型是一个概率事件，因此很多传统车企会同时推出多种车型来提升成功概率、规避风险。比亚迪的车海战术也是基于这种经验，今年以来迅速铺开产品线、扩大战果，从C、B、A级车，已经下探至A0级，这是成熟车企经过多年准备和积累的结果。”电车人产业平台创始人马前程告诉证券时报·e公司记者。不过，车型增加、销量提升同时带来更大的考验。奥纬咨询董事合伙人张君毅对证券时报·e公司记者表示，在近两年供应链频遭扰动的环境下，新势力规模小，对供应商的议价能力和抗风险能力较弱；销售渠道方面，到了年销10万辆规模及以上，新建直营机构是否能跟上市场需求，服务提升是否依然高效值得反思，传统车企可以利用原有的销售网络迅速上量，而新势力的确还需要一步步去做这些必要的布局工作。惠誉评级亚太区企业研究董事杨菁对证券时报·e公司记者表示，蔚小理交付量波动背后的原因不尽相同，包括供应链瓶颈、产品换代的断档期、市场竞争加剧等。这些都是新势力品牌在成长过程中会经历的阵痛，而根本原因还是在于规模较小、产品多元化程度较低。更令资本市场担心的是，销量无法快速提升，蔚小理的亏损状态就难以扭转。财报显示，今年上半年，蔚来和小鹏汽车分别亏损45.7亿元和44亿元，相比去年进一步扩大；理想汽车与实现盈利的距离最小，曾在去年四季度实现单季2.96亿元的净利润，但今年再度亏损，上半年亏损6.52亿元。“新势力发展初期，市场不太在意盈利情况，但销量到了一定规模的时候，会关注车企供应链整合能力和成本控制能力，毕竟汽车行业是个规模效应很强的领域。另外，来自比亚迪和其他传统车企的竞争也越来越强，市场会考虑新势力和传统车企相比护城河到底有多深？”轩元资本创始人王荣进告诉证券时报·e公司记者。蔚来：继续提升服务能力蔚来一贯以奔驰、宝马、奥迪这类豪华品牌为对标，高端市场是其坚守的主阵地。蔚来是最早推出量产车型的新势力厂商，以品牌和服务能力著称。第一代车型ES8、ES6、EC6定位中大型SUV，均价都在40万元以上。今年，基于第二代车型的ET7、ET5和ES7将陆续上市，定价最低的ET5起售价也达32.8万元。据悉，蔚来9月平均成交价已突破45万元。在高端市场耕耘并不容易。“这批用户群体数量有限，而且越高端的用户需求越个性化，即使再强的品牌，可能最多只能占到10%~20%的份额。蔚来通过不断推出新产品、做渠道下沉、铺设换电网络等，销量还是会增长，但不能满足它快速上量的要求。”马前程表示。不久前，蔚来在NIO2022欧洲发布会上宣布，将以订阅制租赁模式进入德国、荷兰、丹麦和瑞典四个国家，位于匈牙利的蔚来能源欧洲工厂也将于9月投入运营。业内人士认为，随着用户群体扩大、海外市场拓展，蔚来能否一如既往地维持高品质的服务能力，将是下一阶段的关键。蔚来同样需要走进主流市场。为了与中高端的产品服务做出区隔，蔚来正在为20万元的市场筹划一个新品牌“阿尔卑斯”。蔚来董事长李斌曾透露，新品牌规划产能50万辆，预计2024年下半年交付，将建设一套新的品牌运营体系。也有观点认为，研发和产品才是蔚来的核心竞争力。易车研究院首席分析师周丽君对证券时报·e公司记者表示，服务有特殊性，只是锦上添花，研发能力具有普适性，更加值得关注，“现在很多车企学蔚来搞服务、做车友会、冲咖啡，但主流市场消费者对这些并不敏感，而蔚来重点投入的还是研发和产品技术，因此才能快速推出二代平台的三款车型”。从财报看，蔚来的研发费用和销售、行政及其他费用长期高于另外两家新势力。今年上半年，这两项费用分别达到39.11亿元和42.97亿元，同比增长149.7%和59.44%。两项费用合计82.08亿元，占营收比例达到40.63%，同比提升约13个百分点。小鹏：寻求向上突破与蔚来相反，小鹏汽车的产品沿着自下而上的路径拓展。小鹏汽车现有车型在新势力中均价最低，第一代车型G3、P7和P5分别对应SUV、轿跑和轿车车型，定价最高的小鹏P7售价为24万至35万元。借助主流市场的施展空间，小鹏汽车从2021年第三季度开始迅速起量，连续4个季度占据造车新势力的榜首位置。不过，新势力销冠的名号并没有为小鹏汽车带来实质性的利润。目前小鹏汽车在三家新势力中营收和毛利率都是最低的，上半年公司营收为149亿元，同期蔚来和理想汽车分别为202亿元、183亿元；小鹏汽车二季度整车毛利率仅9.1%，蔚来和理想汽车分别为16.7%和21.8%。为了提升利润率，小鹏汽车向中高端市场发起冲击，承担这一使命的是新推出的中大型纯电SUV小鹏G9，起售价突破30万元。然而，G9出师不利，被不少消费者吐槽“不同版本的车型配置复杂”、“前期宣传的卖点并非标配”，因此在发布后两天紧急调整版本命名和配置，部分功能改为全系标配，此举也引发小鹏G9变相降价的讨论。紧急调整新上市车型的配置策略在汽车行业非常罕见。马前程认为，这一方面反映出小鹏汽车的产品定义能力还不够成熟，但另一方面也显示出新势力的优势，即灵活纠错和快速决策的能力，“放到传统车企中，体系太过庞大和复杂，可能一些问题错了就错了”。在业内人士看来，小鹏汽车的风格类似特斯拉，像一个“技术男”，在用户需求的把握方面表现稍弱。“小鹏汽车的产品线布局战略不够清晰，现有车型显得这一拳、那一脚，但不排除将来可能通过技术梳理出一条思路来。”周丽君表示。在新能源车领域，具有自上而下拓展产品经验的是特斯拉，而比亚迪则是自下而上的代表。对于这两种相反的路径，马前程表示，自上而下此前少有成功案例，因为高端车企可能很难适应极致压缩成本、低毛利率的生存环境，而自下而上虽然背负中低端的品牌印象，但市场最终还是看技术和产品实力的。最根本的，两种路径都需要有自己稳固的根据地和有扎实的竞争力基础，否则就会被上下围攻。此外，小鹏汽车主打智能化的标签，但面临同质化的风险。马前程表示，当前汽车智能化主要体现在智能座舱，而自动驾驶技术受限于法规等因素还不能完全发挥，而小鹏汽车曾经领先行业的语音交互等功能很容易被追赶，“也许就是一款车型甚至一次OTA升级的距离”，因此难以在现阶段构成根本性的优势。理想：细分市场攻防战理想汽车是三家新势力中最稳健的选手。理想汽车整车毛利率最高、距离实现盈利最近，背后是强大的成本控制能力。今年第一和第二季度，理想汽车研发费用占比分别为14.33%和17.64%；销售和管理费用占比分别为12.55%和15.23%，基本都是同期新势力中的最低水平。这在一定程度上得益于理想汽车打造单一爆款的产品策略。理想ONE自2018年发布以来，一直是理想汽车的唯一一款车型，单打独斗冲上月销1万的成绩，直到今年理想L7、L8、L9陆续面世。这些车型具有高度重合的特点，都是面向家庭场景的增程式中大型SUV，甚至被消费者认为“傻傻分不清”。“一招鲜吃遍天”的策略在业内获得了较多认可。马前程表示，紧盯家庭用户的细分市场，用密集的车型去覆盖，可以满足用户不同价位、不同配置等需求，保持统一的用户群体还可以降低营销、服务的成本，品牌形象也得以强化，能把一个目标市场真正吃透。另外，增程式车型需要配置两套动力系统，做中大型车是必须，也是优势。但另一面是，过度集中的市场定位也导致自家车型互相挤占、自乱阵脚。在新旧车型更迭期，先是有理想L9发布后，挤占了一部分原有车型理想ONE的订单。随后理想ONE价格又悄然下调2万元，并宣告将逐步停产。此举也引发了不少理想新车主的不满，质疑理想汽车存在虚假营销。“在燃油车时代，很少出现车企为了一个车型停产另一个车型的情况。”一位行业资深人士表示，这本质上反映出理想汽车产品竞争力不够强，对新产品的销量信心不足，因此希望把资源和注意力集中起来。增程式路线本身也面临政策风险。对于消费者来说，免费上牌是购买新能源汽车的首要原因，但上海市近期发布政策，从明年开始，对插电式混合动力车（含增程式混合动力车）不再发放新能源汽车专用牌照额度。这意味着购买理想汽车现有车型需要像燃油车一样拍牌，最近个人拍牌成本甚至高达9万元，而上海出台的政策可能在全国产生示范效应。因此，理想汽车需要加紧推出纯电动车型。按照计划，首款纯电动中大型SUV车型将在2023年发布。竞争更加激烈蔚小理褪去光芒的同时，追兵也从四面八方赶来。同为新势力的哪吒和零跑表现亮眼，凭借20万元以下的车型紧抓主流市场崛起的风口。今年下半年以来，两家车企交付量连续破万，对蔚小理形成反超之势。前9个月，哪吒共交付11.12万辆车，零跑共交付8.13万辆车，蔚小理分别为8.24万辆、9.86万辆和8.69万辆。先行者和后来者品尝着各自的酸甜。蔚小理需要苦熬市场起步前的黎明，但也享受到第一波红利；后来者跳过了培育市场的阶段，而资本市场的环境已今非昔比。零跑汽车在9月29日登陆港交所，但首日即破发，近期股价仍在连创新低。招股书显示，零跑汽车2019年至2021年累计亏损约48亿元。另外一股势力来自传统车企孕育的新品牌，例如广汽集团的埃安、吉利汽车的极氪、东风集团的岚图以及上汽集团的智己等。其中最为突出的是广汽埃安，由早期的B端市场转向C端发力。埃安9月销量超过3万辆，几乎相当于蔚小理三家之和。极氪9月交付量也攀升至8000辆以上，而岚图和智己稍显逊色，分别停留在2500辆和1000辆左右的水平。车企最为忌惮的或许是华为加持的问界。问界将鸿蒙系统作为主打卖点，切中下半场智能化竞争要点，同时还能借力华为分布甚广的销售门店。目前问界有M5和M7两款车型，同为增程式中大型SUV，与理想系列车型构成直接竞争。8月、9月，问界交付量连续破万，华为智能汽车解决方案BU CEO余承东还表示，问界目前已经具备月销2万辆的能力。“内卷”已经开始了，与燃油车比拼综合成本的同时，新能源车彼此的厮杀也愈发激烈。据电车人产业平台统计，仅今年下半年，开始批量上市交付的新车型就超过20款。“和燃油车竞争的时代很快就会过去。”马前程表示，随着新能源车技术迭代，以及充换电基础设施的完善，新能源车会越用越便宜、越用越方便。一些细分领域已经变得拥挤，例如20万元上下的轿车、30万元上下的中大型SUV。每月公布交付量的惯例让战局显得更加紧张多变。张君毅认为，现在的交付量名次并不重要，因为其中存在许多偶然因素，例如正处在筹备上市阶段，或者新旧产品的换挡期，还有零部件缺货等，需要长期观察车企进入常态后的竞争力。蔚小理已经完成了从0到1的跨越，可持续的经营能力是市场对新势力的期许，也是新势力需要面对的挑战。“现在这些品牌还有些手忙脚乱，处在一种相对混战的状态。新势力不能沉迷于短期的竞争或情绪影响，需要冷静思考未来几年自己会在哪个位置，真正从用户的角度出发打造差异化的品牌。”马前程表示。杨菁也表示，未来市场竞争会围绕多维度展开，关键点在于智能化和生态体系的建设。此外，在目前行业整体盈利较难的情况下，如何保持持续的融资能力更值得关注。毛可馨/制表 图虫创意/供图 周靖宇/制图海量资讯、精准解读，尽在新浪财经APP责任编辑：李桐","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989955228,"gmtCreate":1665891312764,"gmtModify":1676537676355,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"Good time to buy","listText":"Good time to buy","text":"Good time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989955228","repostId":"2275937525","repostType":2,"repost":{"id":"2275937525","pubTimestamp":1665754500,"share":"https://ttm.financial/m/news/2275937525?lang=&edition=fundamental","pubTime":"2022-10-14 21:35","market":"us","language":"en","title":"Plug Power (PLUG) Falls After Saying FY Revenue Could Come In 5-10% Lower","url":"https://stock-news.laohu8.com/highlight/detail?id=2275937525","media":"StreetInsider","summary":"Shares of Plug Power (NASDAQ: PLUG) are down about 3% today after the company warned its revenue cou","content":"<html><body><div>\n<div>\n<div>\n<img src=\"https://www.streetinsider.com/images/summaries/1363/resize_plugpower_5ff6fc37d2acf.jpg\"/>\n</div>\n</div>\n<p>Shares of Plug Power (NASDAQ: PLUG) are down about 3% today after the company warned its revenue could come in 5-10% below the guidance due to project delays.</p><p>Plug Power previously guided for $900-$925 million for 2022 revenue.</p><div></div><p>“The revenue impact reflects some larger projects potentially being completed in 2023 instead of 2022 due to timing and broader supply chain issues,” the company said.</p><p>Still, the demand and pipeline “remain robust.”</p><p>“It is important to note that the company expects the completion of the projects no later than 2023. </p><p>PLUG shares are down almost 35% YTD.</p><p>By Senad Karaahmetovic</p> </div></body></html>","source":"highlight_streetinsider","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>Plug Power (PLUG) Falls After Saying FY Revenue Could Come In 5-10% Lower</title>\n<style 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}\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\">\nPlug Power (PLUG) Falls After Saying FY Revenue Could Come In 5-10% Lower\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-14 21:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20703818><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Plug Power (NASDAQ: PLUG) are down about 3% today after the company warned its revenue could come in 5-10% below the guidance due to project delays.Plug Power previously guided for $900-$925...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20703818\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20703818","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275937525","content_text":"Shares of Plug Power (NASDAQ: PLUG) are down about 3% today after the company warned its revenue could come in 5-10% below the guidance due to project delays.Plug Power previously guided for $900-$925 million for 2022 revenue.“The revenue impact reflects some larger projects potentially being completed in 2023 instead of 2022 due to timing and broader supply chain issues,” the company said.Still, the demand and pipeline “remain robust.”“It is important to note that the company expects the completion of the projects no later than 2023. PLUG shares are down almost 35% YTD.By Senad Karaahmetovic","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989955837,"gmtCreate":1665891289829,"gmtModify":1676537676346,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"Buy on the drop","listText":"Buy on the drop","text":"Buy on the drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989955837","repostId":"2275259958","repostType":2,"repost":{"id":"2275259958","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1665760380,"share":"https://ttm.financial/m/news/2275259958?lang=&edition=fundamental","pubTime":"2022-10-14 23:13","market":"us","language":"en","title":"Plug Power Stock Drops. Delay In Projects Will Lead To Revenue Shortfall. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2275259958","media":"Dow Jones","summary":"Karishma Vanjani \n\n\n     Plug Power stock fell on Friday after the fuel-cell company said its annual","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nKarishma Vanjani \n</pre>\n<p>\n     Plug Power stock fell on Friday after the fuel-cell company said its annual revenue would be lower than expected because of supply-chain problems. \n</p>\n<p>\n     Revenue for 2022 will be 5% to 10% lower than the $900 million to $925 million management predicted on Aug. 10 during a call with investors to discuss Plug Power's second-quarter earnings. The shortfall is due to \"some larger projects potentially being completed in 2023 instead of 2022 due to timing and broader supply chain issues,\" the company said. \n</p>\n<p>\n     The stock (ticker: PLUG) fell as much as 6% after markets opened on Friday. Shares have fallen 32% this year. \n</p>\n<p>\n     General Electric <a href=\"https://laohu8.com/S/GE\">$(GE)$</a> recently gave a similar warning. Ar a conference last month, Chief Financial Officer Carolina Dybeck Happe said supply-chain problems continue to impair its ability to get goods to customers. Delivery dates for jet engines and other aerospace products have been pushed later, \"which has a negative impact on profit,\" she said. \n</p>\n<p>\n     Plug Power said it recently became aware of the likely impact and will share more details on its financial outlookon Oct. 19. It confirmed that the projects will be completed no later than 2023 and that demand remains robust. \n</p>\n<p>\n     Write to Karishma Vanjani at  karishma.vanjani@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 14, 2022 11:13 ET (15:13 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Plug Power Stock Drops. Delay In Projects Will Lead To Revenue Shortfall. -- Barrons.com</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\">\nPlug Power Stock Drops. Delay In Projects Will Lead To Revenue Shortfall. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-10-14 23:13</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nKarishma Vanjani \n</pre>\n<p>\n     Plug Power stock fell on Friday after the fuel-cell company said its annual revenue would be lower than expected because of supply-chain problems. \n</p>\n<p>\n     Revenue for 2022 will be 5% to 10% lower than the $900 million to $925 million management predicted on Aug. 10 during a call with investors to discuss Plug Power's second-quarter earnings. The shortfall is due to \"some larger projects potentially being completed in 2023 instead of 2022 due to timing and broader supply chain issues,\" the company said. \n</p>\n<p>\n     The stock (ticker: PLUG) fell as much as 6% after markets opened on Friday. Shares have fallen 32% this year. \n</p>\n<p>\n     General Electric <a href=\"https://laohu8.com/S/GE\">$(GE)$</a> recently gave a similar warning. Ar a conference last month, Chief Financial Officer Carolina Dybeck Happe said supply-chain problems continue to impair its ability to get goods to customers. Delivery dates for jet engines and other aerospace products have been pushed later, \"which has a negative impact on profit,\" she said. \n</p>\n<p>\n     Plug Power said it recently became aware of the likely impact and will share more details on its financial outlookon Oct. 19. It confirmed that the projects will be completed no later than 2023 and that demand remains robust. \n</p>\n<p>\n     Write to Karishma Vanjani at  karishma.vanjani@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 14, 2022 11:13 ET (15:13 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天","PLUG":"普拉格能源"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275259958","content_text":"Karishma Vanjani \n\n\n     Plug Power stock fell on Friday after the fuel-cell company said its annual revenue would be lower than expected because of supply-chain problems. \n\n\n     Revenue for 2022 will be 5% to 10% lower than the $900 million to $925 million management predicted on Aug. 10 during a call with investors to discuss Plug Power's second-quarter earnings. The shortfall is due to \"some larger projects potentially being completed in 2023 instead of 2022 due to timing and broader supply chain issues,\" the company said. \n\n\n     The stock (ticker: PLUG) fell as much as 6% after markets opened on Friday. Shares have fallen 32% this year. \n\n\n     General Electric $(GE)$ recently gave a similar warning. Ar a conference last month, Chief Financial Officer Carolina Dybeck Happe said supply-chain problems continue to impair its ability to get goods to customers. Delivery dates for jet engines and other aerospace products have been pushed later, \"which has a negative impact on profit,\" she said. \n\n\n     Plug Power said it recently became aware of the likely impact and will share more details on its financial outlookon Oct. 19. It confirmed that the projects will be completed no later than 2023 and that demand remains robust. \n\n\n     Write to Karishma Vanjani at  karishma.vanjani@dowjones.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 14, 2022 11:13 ET (15:13 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912836021,"gmtCreate":1664791318663,"gmtModify":1676537508996,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"When happened in China it is in human. But it is a US conpany","listText":"When happened in China it is in human. But it is a US conpany","text":"When happened in China it is in human. But it is a US conpany","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912836021","repostId":"1184625442","repostType":2,"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918871349,"gmtCreate":1664368890382,"gmtModify":1676537441704,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"Rebounce pls","listText":"Rebounce pls","text":"Rebounce pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918871349","isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913132577,"gmtCreate":1663933917699,"gmtModify":1676537365988,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"Most reaching 52 week low","listText":"Most reaching 52 week low","text":"Most reaching 52 week low","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9913132577","repostId":"1120209034","repostType":2,"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9948320833,"gmtCreate":1680626054323,"gmtModify":1680626057533,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"good one//<a href=\"https://laohu8.com/U/4090235052856760\">@神话者</a>:[微笑]//<a href=\"https://laohu8.com/U/4140090365269462\">@a4xrbj1</a>: Total BS. \"obviously\"? That's just a lie, it exceeded analysts expectation on both sales and production, reaching all time high. In a quarter which is usually the lowest in car industry (after year end rallies). Check their so called \"competition\". Byd shrank their sales in Q1 whilst Tesla increased. GM sold 20k BEV's in Q1, basically all Volt as they can't even produce the Hummer EV properly (only 2 sold in Q1). Tesla Model Y&nbsp;isn't only in Norway the most sold car (including ICE) but also in Sweden. Tesla Model Y is on it's way to become the most sold car (including ICE cars) in the world. So cut the BS and post facts, just because you have Tesla puts","listText":"good one//<a href=\"https://laohu8.com/U/4090235052856760\">@神话者</a>:[微笑]//<a href=\"https://laohu8.com/U/4140090365269462\">@a4xrbj1</a>: Total BS. \"obviously\"? That's just a lie, it exceeded analysts expectation on both sales and production, reaching all time high. In a quarter which is usually the lowest in car industry (after year end rallies). Check their so called \"competition\". Byd shrank their sales in Q1 whilst Tesla increased. GM sold 20k BEV's in Q1, basically all Volt as they can't even produce the Hummer EV properly (only 2 sold in Q1). Tesla Model Y&nbsp;isn't only in Norway the most sold car (including ICE) but also in Sweden. Tesla Model Y is on it's way to become the most sold car (including ICE cars) in the world. So cut the BS and post facts, just because you have Tesla puts","text":"good one//@神话者:[微笑]//@a4xrbj1: Total BS. \"obviously\"? That's just a lie, it exceeded analysts expectation on both sales and production, reaching all time high. In a quarter which is usually the lowest in car industry (after year end rallies). Check their so called \"competition\". Byd shrank their sales in Q1 whilst Tesla increased. GM sold 20k BEV's in Q1, basically all Volt as they can't even produce the Hummer EV properly (only 2 sold in Q1). Tesla Model Y isn't only in Norway the most sold car (including ICE) but also in Sweden. Tesla Model Y is on it's way to become the most sold car (including ICE cars) in the world. So cut the BS and post facts, just because you have Tesla puts","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":28,"commentSize":20,"repostSize":0,"link":"https://ttm.financial/post/9948320833","repostId":"1143129882","repostType":2,"repost":{"id":"1143129882","pubTimestamp":1680618277,"share":"https://ttm.financial/m/news/1143129882?lang=&edition=fundamental","pubTime":"2023-04-04 22:24","market":"us","language":"en","title":"Tesla Obviously Had A Disappointing Quarter, Expect More Pain","url":"https://stock-news.laohu8.com/highlight/detail?id=1143129882","media":"Seeking Alpha","summary":"SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Tesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.</p></li><li><p>The company is rapidly seeing increased competition from both new companies at the top end and existing car companies ramping up production.</p></li><li><p>We see 2023 as a transition year, as other companies ramp up their production. That should cause Tesla&#39;s margins to decline, hurting the company&#39;s profits.</p></li><li><p>Regardless of the company&#39;s margins, it&#39;s already severely overvalued in a variety of margins, making it a poor investment.</p></li></ul><p>Tesla, Inc. (NASDAQ: TSLA) stock dropped more than 6% Monday after the company&#39;s recent press release once again raised concerns that additional price cuts are in the future. That&#39;s despite the company&#39;s strong 25.9% gross margins, which investors point to as evidence of the company&#39;s financial strength and unique pricing power.</p><h2 style=\"text-align: left;\">Tesla&#39;s Q1 2023 Deliveries</h2><p style=\"text-align: left;\">Tesla achieved strong deliveries in the first quarter. However, the company produced more than it delivered.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f89508063ee9dc35033f4fd24a35b9a6\" alt=\"Tesla Press Release\" title=\"Tesla Press Release\" tg-width=\"640\" tg-height=\"248\"/><span>Tesla Press Release</span></p><p style=\"text-align: left;\"><strong>Tesla Press Release</strong></p><p style=\"text-align: left;\">The company produced just under 441 thousand vehicles in the first quarter and managed to deliver about 95% of them. QoQ Model S/X, the company&#39;s high-end vehicle, saw production only drop 5%, but deliveries crumpled by almost 40%. That shows a lack of demand for the company&#39;s top-end vehicles, especially with price cuts.</p><p style=\"text-align: left;\">We expect Model S/X deliveries and demand to remain muted as high-margin competition arrives first through new companies such as Rivian (RIVN), Polestar (PSNY), and Lucid (LCID) along with established companies like BMW (OTCPK: BMWYY) and Mercedes (OTCPK: MBGAF). That lines up with our expectation that Tesla would see competition first at the top end of its portfolio, the same place that Tesla was able to start.</p><h2 style=\"text-align: left;\">Tesla&#39;s Pricing Cuts</h2><p style=\"text-align: left;\">The top story for Tesla has been the company&#39;s continued price cuts on its vehicles.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9cf899accf0819a015e8201c816249ca\" alt=\"USA Today\" title=\"USA Today\" tg-width=\"640\" tg-height=\"209\"/><span>USA Today</span></p><p style=\"text-align: left;\"><strong>USA Today</strong></p><p style=\"text-align: left;\">Tesla cut the prices of its vehicles by as much as 20% in January, and in March it cut the prices of its Model S and X between 4-9%. The company has record margins, but the more it needs to cut prices, the more that it cuts into those margins. Unfortunately for Tesla, even if it&#39;s better than the competition, new competition lowers margins.</p><p style=\"text-align: left;\">That can be seen in classic carmakers. Toyota (TM) and Honda (HMC) are widely considered to have the best reliability, and yet they don&#39;t dominate the entire market. There&#39;s other competition and pricing pressure. That&#39;s worth paying close attention to as an investor.</p><h2 style=\"text-align: left;\">Tesla&#39;s Rising Competition</h2><p style=\"text-align: left;\">Tesla is facing rising competition from its market share even as vehicle production goes up.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cba9cabe9bbaa012d768e578318aea6\" alt=\"Inside EVs\" title=\"Inside EVs\" tg-width=\"640\" tg-height=\"235\"/><span>Inside EVs</span></p><p style=\"text-align: left;\"><strong>Inside EVs</strong></p><p style=\"text-align: left;\">Tesla&#39;s registrations went up 34% YoY as the U.S. market faced more competition versus last year. Significant U.S. competition also caused the market to grow slower than the global markets. The company now has a 57% market share, with its second-largest competitor Chevrolet (GM) having an 8.5% share and Ford having a 7.7% share.</p><p style=\"text-align: left;\">We expect the company&#39;s competition to continue increasing its share. Rivian, for example, increased its market share by almost 300% YoY. It&#39;s also worth noting that Tesla likely saw an uptick in demand from its price increases, an uptick in demand that we don&#39;t expect to continue.</p><h2 style=\"text-align: left;\">2023 - A Tesla Transition Year</h2><p style=\"text-align: left;\">2023 is a transition year for Tesla. The company&#39;s competitors have come up with their models, and they&#39;re working to rapidly ramp up production.</p><p style=\"text-align: left;\">Rivian expects to produce 50 thousand vehicles in 2023, double 2022. Ford (F) plans to exit 2023 at more than 360 thousand vehicles/year in production, up from just under 62 thousand in 2022. Lucid is aiming to produce 12 thousand vehicles in 2023. Polestar is aiming to hit 80 thousand vehicles in 2023, up from 50 thousand in 2022.</p><p style=\"text-align: left;\">BMW is looking to triple its EV production in 2023 to almost 50 thousand vehicles. Each of these vehicles, especially on the upper end, will push down Tesla&#39;s margins substantially. That could hurt its ability to justify its valuations. Assuming its margins drop, that could crater its share price, by showing the market how overvalued the company is.</p><p style=\"text-align: left;\">At the same time, Tesla&#39;s other businesses aren&#39;t anywhere exciting yet. The company&#39;s solar business has a negligible market share, and it&#39;s to-date nowhere near releasing full self-driving. The company&#39;s most exciting business is the megapack, but it needs those battery packs for its own vehicles and its margins on the megapack are lower.</p><h2 style=\"text-align: left;\">Our View</h2><p style=\"text-align: left;\">Tesla is overvalued.</p><p style=\"text-align: left;\">In 2022, the company had $81 billion in revenue, $20 billion in gross profit, and $12.5 billion in net income. The company has a market capitalization of more than $600 billion. That&#39;s a P/E of 50 on net income, or 30 on gross profits. The company did manage to grow profits 50% YoY but as we discussed above we expect margins to drop.</p><p style=\"text-align: left;\">That could hurt the company&#39;s ability to justify its valuation substantially and cause its share price to decline.</p><h2 style=\"text-align: left;\">Thesis Risk</h2><p style=\"text-align: left;\">The largest risk to our thesis is Tesla&#39;s value as an independent brand. Assuming the company remains popular, and demand remains high, higher margins could result in higher profits. Even in that case, we don&#39;t see the company managing to justify its valuation. However, it&#39;s worth paying close attention to.</p><h2 style=\"text-align: left;\">Conclusion</h2><p style=\"text-align: left;\">Tesla, Inc. is dramatically overvalued. The company is trading at 8x sales and 50x net income. The company is supported by its strong margins, but new competition is rapidly ramping up its production, with most companies expecting to double to triple production in 2023. At a minimum, that will put strong pressure on margins.</p><p style=\"text-align: left;\">We expect that pressure on margins to cause Tesla, Inc.&#39;s profits to drop substantially. That&#39;s even when counting the company&#39;s 50% annualized anticipated production growth. We expect the company&#39;s market share to continue to decline. As a result, we recommend against investing in Tesla, Inc. stock for the long run.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Obviously Had A Disappointing Quarter, Expect More Pain</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 Obviously Had A Disappointing Quarter, Expect More Pain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-04 22:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.The company is rapidly seeing increased competition from both new companies at the top end ...</p>\n\n<a href=\"https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1143129882","content_text":"SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.The company is rapidly seeing increased competition from both new companies at the top end and existing car companies ramping up production.We see 2023 as a transition year, as other companies ramp up their production. That should cause Tesla's margins to decline, hurting the company's profits.Regardless of the company's margins, it's already severely overvalued in a variety of margins, making it a poor investment.Tesla, Inc. (NASDAQ: TSLA) stock dropped more than 6% Monday after the company's recent press release once again raised concerns that additional price cuts are in the future. That's despite the company's strong 25.9% gross margins, which investors point to as evidence of the company's financial strength and unique pricing power.Tesla's Q1 2023 DeliveriesTesla achieved strong deliveries in the first quarter. However, the company produced more than it delivered.Tesla Press ReleaseTesla Press ReleaseThe company produced just under 441 thousand vehicles in the first quarter and managed to deliver about 95% of them. QoQ Model S/X, the company's high-end vehicle, saw production only drop 5%, but deliveries crumpled by almost 40%. That shows a lack of demand for the company's top-end vehicles, especially with price cuts.We expect Model S/X deliveries and demand to remain muted as high-margin competition arrives first through new companies such as Rivian (RIVN), Polestar (PSNY), and Lucid (LCID) along with established companies like BMW (OTCPK: BMWYY) and Mercedes (OTCPK: MBGAF). That lines up with our expectation that Tesla would see competition first at the top end of its portfolio, the same place that Tesla was able to start.Tesla's Pricing CutsThe top story for Tesla has been the company's continued price cuts on its vehicles.USA TodayUSA TodayTesla cut the prices of its vehicles by as much as 20% in January, and in March it cut the prices of its Model S and X between 4-9%. The company has record margins, but the more it needs to cut prices, the more that it cuts into those margins. Unfortunately for Tesla, even if it's better than the competition, new competition lowers margins.That can be seen in classic carmakers. Toyota (TM) and Honda (HMC) are widely considered to have the best reliability, and yet they don't dominate the entire market. There's other competition and pricing pressure. That's worth paying close attention to as an investor.Tesla's Rising CompetitionTesla is facing rising competition from its market share even as vehicle production goes up.Inside EVsInside EVsTesla's registrations went up 34% YoY as the U.S. market faced more competition versus last year. Significant U.S. competition also caused the market to grow slower than the global markets. The company now has a 57% market share, with its second-largest competitor Chevrolet (GM) having an 8.5% share and Ford having a 7.7% share.We expect the company's competition to continue increasing its share. Rivian, for example, increased its market share by almost 300% YoY. It's also worth noting that Tesla likely saw an uptick in demand from its price increases, an uptick in demand that we don't expect to continue.2023 - A Tesla Transition Year2023 is a transition year for Tesla. The company's competitors have come up with their models, and they're working to rapidly ramp up production.Rivian expects to produce 50 thousand vehicles in 2023, double 2022. Ford (F) plans to exit 2023 at more than 360 thousand vehicles/year in production, up from just under 62 thousand in 2022. Lucid is aiming to produce 12 thousand vehicles in 2023. Polestar is aiming to hit 80 thousand vehicles in 2023, up from 50 thousand in 2022.BMW is looking to triple its EV production in 2023 to almost 50 thousand vehicles. Each of these vehicles, especially on the upper end, will push down Tesla's margins substantially. That could hurt its ability to justify its valuations. Assuming its margins drop, that could crater its share price, by showing the market how overvalued the company is.At the same time, Tesla's other businesses aren't anywhere exciting yet. The company's solar business has a negligible market share, and it's to-date nowhere near releasing full self-driving. The company's most exciting business is the megapack, but it needs those battery packs for its own vehicles and its margins on the megapack are lower.Our ViewTesla is overvalued.In 2022, the company had $81 billion in revenue, $20 billion in gross profit, and $12.5 billion in net income. The company has a market capitalization of more than $600 billion. That's a P/E of 50 on net income, or 30 on gross profits. The company did manage to grow profits 50% YoY but as we discussed above we expect margins to drop.That could hurt the company's ability to justify its valuation substantially and cause its share price to decline.Thesis RiskThe largest risk to our thesis is Tesla's value as an independent brand. Assuming the company remains popular, and demand remains high, higher margins could result in higher profits. Even in that case, we don't see the company managing to justify its valuation. However, it's worth paying close attention to.ConclusionTesla, Inc. is dramatically overvalued. The company is trading at 8x sales and 50x net income. The company is supported by its strong margins, but new competition is rapidly ramping up its production, with most companies expecting to double to triple production in 2023. At a minimum, that will put strong pressure on margins.We expect that pressure on margins to cause Tesla, Inc.'s profits to drop substantially. That's even when counting the company's 50% annualized anticipated production growth. We expect the company's market share to continue to decline. As a result, we recommend against investing in Tesla, Inc. stock for the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254997878620352,"gmtCreate":1703268846405,"gmtModify":1703268849244,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BTBT\">$Bit Digital, Inc.(BTBT)$ </a> to the moon","listText":"<a href=\"https://ttm.financial/S/BTBT\">$Bit Digital, Inc.(BTBT)$ </a> to the moon","text":"$Bit Digital, Inc.(BTBT)$ to the moon","images":[{"img":"https://community-static.tradeup.com/news/c9d1616a97fd19b6f18bea4ae1e2292c","width":"1634","height":"1340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254997878620352","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9919550959,"gmtCreate":1663824909571,"gmtModify":1676537344712,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"To the moon after that","listText":"To the moon after that","text":"To the moon after that","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9919550959","repostId":"1115974146","repostType":2,"repost":{"id":"1115974146","pubTimestamp":1663819121,"share":"https://ttm.financial/m/news/1115974146?lang=&edition=fundamental","pubTime":"2022-09-22 11:58","market":"us","language":"en","title":"What Can You Expect on Tesla AI Day?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115974146","media":"ZDNet","summary":"Tesla AI Day is sure to feature news about electric vehicles, but with Tesla, there are always surpr","content":"<html><head></head><body><p>Tesla AI Day is sure to feature news about electric vehicles, but with Tesla, there are always surprises.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8af607ff9369bf7529d2591dfefba8f0\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/><span>Image: Tesla</span></p><p>Tesla AI Day is Tesla&#39;s annual event in which the company reveals all of its upcoming projects and showcases its latest technology. The event will take place on September 30 and is expected to be live-streamed on both the Tesla website and on YouTube. If you are debating whether or not to tune in, here is what you can expect.</p><p>This event is similar to other major tech companies&#39; annual events, such as Apple&#39;s Far Outevent that took place earlier this month, Samsung&#39;s Unpacked events or Google&#39;s annual I/O keynotes. It&#39;s an opportunity for the public to learn about what is to come.</p><p>Although news about Tesla electric vehicles makes up a good portion of these events, with Tesla, there are always surprises. Last year, the biggest surprise was the dancing robot that walked onto the stage to accompany Tesla CEO Elon Musk. A man dressed in a robot suit was Tesla&#39;s creative way of announcing its first humanoid robot, Optimus.</p><p>This Tesla AI Day will likely discuss Optimus,self-driving cars, Tesla Cybertruck, Tesla Supercharger V4, Dojo chip, and robotaxi.</p><h2>Optimus</h2><h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b9bb6085078a743ac2173ff4d2e0c74\" tg-width=\"1200\" tg-height=\"739\" width=\"100%\" height=\"auto\"/><span>Image: Tesla</span></p></h2><p>After all the buzz that Optimus created last year, it can be expected that the humanoid robot will be at the forefront of this year&#39;s event. Musk unofficially confirmed that Optimus would be a topic of discussion at this year&#39;s event by switching the event date from August 19 to September 30, due to the availability of an Optimus prototype at the later date.</p><p><img src=\"https://static.tigerbbs.com/1590424037d7b62e1adc1b866bca7f3a\" tg-width=\"829\" tg-height=\"380\" width=\"100%\" height=\"auto\"/></p><p>So what is the hype about Optimus? Besides its futuristic design that makes it look like it came right out of a sci-fi movie, Optimus is garnering attention because it is a humanoid robot powered by Tesla&#39;s AI that could revolutionize the way people do things.</p><p>Also known as the Tesla bot, Optimus would be a 5-foot 8-inch robot that can perform human tasks such as carrying 45 pounds and deadlifting 145 pounds.</p><p>&#34;It&#39;s intended to be friendly, of course, and navigate through a world built for humans and eliminate dangerous, repetitive and boring tasks,&#34; said Musk at last year&#39;s Tesla AI Day.</p><p>People remain skeptical at who the intended consumer for this product is, as it will likely be a hefty investment for an average household. Also, robots have never really been implemented into households, with the exception of robots of the Roomba sort, so the release of this product would be a drastic departure from current technology.</p><p>Other applications for the robot would be factories and the service industry, which could benefit from the assistance the AI-driven robot could provide.</p><h2>Self-driving cars</h2><h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad59573afe6b2df8bb78b68c6326b889\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/><span>Image: Tesla</span></p></h2><p>Although the promise of a Tesla self-driving car is nothing new, Tesla has yet to release a self-driving car to the public. At an energy conference in Norway last month, Musk announced his plans to get Tesla&#39;s self-driving technology ready for release by year-end, according to a Reuters report.</p><p>Musk has shown he is very passionate about self-driving vehicle technology, proclaiming: &#34;Self-driving electric cars will be all that matters. Gas car without autonomy will be like riding a horse &amp; using a flip phone. That still happens, but it&#39;s niche,&#34; via Twitter.</p><p>Since Musk first announced the idea in 2016, there have been several new release dates each year, which all came up short. He even promised a Tesla self-autonomous trip from NYC to LA, which got delayed to 2017, then 2018, and is yet to happen. So we can expect another update at this event, hopefully with a firm date that comes before the end of the year.</p><p>Tesla&#39;s promised self-driving technology would significantly diverge from existing features -- there will be no driver needed at all.</p><p>Tesla&#39;s current capabilities allow its vehicles to take several autonomous actions, such as autosteer, autopark, auto lane change, identifying stop signs and traffic lights, and slowing your car down when approaching traffic signs. However, human direction is still required.</p><h2>Tesla Cybertruck</h2><h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/338e0d0ab9b2b1e8383bc3c7ce9f0140\" tg-width=\"1200\" tg-height=\"715\" width=\"100%\" height=\"auto\"/><span>Image: Gettin Images/FREDERIC J. BROWN</span></p></h2><p>The Tesla Cybertruck is also not a brand-new concept -- it was originally introduced in 2019. However, the model has yet to enter mass production. If you live in North America, you can reserve the truck on the Tesla website.</p><p>Like the self-driving car, the Cybertruck production date keeps getting pushed back. Earlier this year, Tesla pushed production to the first quarter of 2023 instead of its previously anticipated date at the end of 2022, Reuters reported.</p><p>The electric pick-up truck has a unique, geometric design that is unlike any trucks you currently see on the road. The Tesla website claims that the truck offers &#34;better utility than a truck with more performance than a sports car.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9279b54fdf5b6e7fe3c4db183eb3b98e\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/><span>Image: Tesla</span></p><p>The company says its stand-out features include its nearly impenetrable exoskeleton, Tesla armor glass, and 3,500 pounds of payload capacity.</p><p>After test-driving the truck, Musk teased that the Cybertruck is &#34;awesome.&#34;</p><p><img src=\"https://static.tigerbbs.com/c1ce29a00efc03001f5efbd88f66f3f1\" tg-width=\"830\" tg-height=\"380\" width=\"100%\" height=\"auto\"/></p><p>We can expect Musk to give us an update as to when we can expect the Cybertrucks to be produced and shipped to the public.</p><h2>Tesla Supercharger V4</h2><p>Tesla has yet to officially announce the release of its most advanced supercharger, the Supercharger V4. This charger is supposed to exceed its predecessor, the Supercharger V3, in charging power, with at least 300 kW.</p><p>Despite not announcing the Supercharger, we know what the Supercharger V4 will look like, due to design plans and construction plans that Tesla aficionados dug up and posted on Twitter, and construction plans reveal where the first site will be located.</p><p>Despite the increased power output, the design of the Supercharger V4 will remain basically the same. The design plans reveal that it will have its same shape, with the only difference being that the nozzle will be on the outside as opposed to the hollow inside where it is situated now.</p><p><img src=\"https://static.tigerbbs.com/725cced3b821a4321bdd6f8a299f447f\" tg-width=\"665\" tg-height=\"819\" width=\"100%\" height=\"auto\"/></p><p>We can expect Musk to announce the release and production of the Supercharger V4 as well as details on appearance, location and performance.</p><h2>Dojo chip</h2><h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9384658b6307d9fc586f7501a8157559\" tg-width=\"1200\" tg-height=\"518\" width=\"100%\" height=\"auto\"/><span>Image: Electrek</span></p></h2><p>Dojo refers to Tesla&#39;s in-house supercomputer for machine learning -- an AI-training machine. &#34;Dojo is a neural network training computer optimized for video (for self-driving),&#34; said Musk via Twitter.</p><p><img src=\"https://static.tigerbbs.com/d8dac627189edf5aee06c74baefdfdbd\" tg-width=\"830\" tg-height=\"719\" width=\"100%\" height=\"auto\"/></p><p>At Tesla AI Day last year, Tesla announced the Dojo supercomputer. However, at the time the supercomputer was still being developed. This AI Day, we can expect updates on the development of the Dojo program.</p><h2>Robotaxi</h2><p>Musk first said that the robotaxi would be on the road by the end of 2020. Over two years later, we are still waiting for self-driving Teslas to be released to the public, much less a self-driving taxi.</p><p>However, a couple of months ago, during Tesla&#39;s Q1 2022 earnings call, Musk said: &#34;We aspire to reach volume production of [the robotaxi] in 2024.&#34;</p><p>During this call, Musk also said that the robotaxi would provide the cheapest type of transportation, with a robotaxi ride costing less than a subsidized bus ticket.</p><p>Because of the recent talks of the taxi, it wouldn&#39;t be surprising if on Tesla AI Day we get another update.</p></body></html>","source":"lsy1635896069121","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Can You Expect on Tesla AI Day?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Can You Expect on Tesla AI Day?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 11:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zdnet.com/article/what-to-expect-on-tesla-ai-day/><strong>ZDNet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla AI Day is sure to feature news about electric vehicles, but with Tesla, there are always surprises.Image: TeslaTesla AI Day is Tesla's annual event in which the company reveals all of its ...</p>\n\n<a href=\"https://www.zdnet.com/article/what-to-expect-on-tesla-ai-day/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zdnet.com/article/what-to-expect-on-tesla-ai-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115974146","content_text":"Tesla AI Day is sure to feature news about electric vehicles, but with Tesla, there are always surprises.Image: TeslaTesla AI Day is Tesla's annual event in which the company reveals all of its upcoming projects and showcases its latest technology. The event will take place on September 30 and is expected to be live-streamed on both the Tesla website and on YouTube. If you are debating whether or not to tune in, here is what you can expect.This event is similar to other major tech companies' annual events, such as Apple's Far Outevent that took place earlier this month, Samsung's Unpacked events or Google's annual I/O keynotes. It's an opportunity for the public to learn about what is to come.Although news about Tesla electric vehicles makes up a good portion of these events, with Tesla, there are always surprises. Last year, the biggest surprise was the dancing robot that walked onto the stage to accompany Tesla CEO Elon Musk. A man dressed in a robot suit was Tesla's creative way of announcing its first humanoid robot, Optimus.This Tesla AI Day will likely discuss Optimus,self-driving cars, Tesla Cybertruck, Tesla Supercharger V4, Dojo chip, and robotaxi.OptimusImage: TeslaAfter all the buzz that Optimus created last year, it can be expected that the humanoid robot will be at the forefront of this year's event. Musk unofficially confirmed that Optimus would be a topic of discussion at this year's event by switching the event date from August 19 to September 30, due to the availability of an Optimus prototype at the later date.So what is the hype about Optimus? Besides its futuristic design that makes it look like it came right out of a sci-fi movie, Optimus is garnering attention because it is a humanoid robot powered by Tesla's AI that could revolutionize the way people do things.Also known as the Tesla bot, Optimus would be a 5-foot 8-inch robot that can perform human tasks such as carrying 45 pounds and deadlifting 145 pounds.\"It's intended to be friendly, of course, and navigate through a world built for humans and eliminate dangerous, repetitive and boring tasks,\" said Musk at last year's Tesla AI Day.People remain skeptical at who the intended consumer for this product is, as it will likely be a hefty investment for an average household. Also, robots have never really been implemented into households, with the exception of robots of the Roomba sort, so the release of this product would be a drastic departure from current technology.Other applications for the robot would be factories and the service industry, which could benefit from the assistance the AI-driven robot could provide.Self-driving carsImage: TeslaAlthough the promise of a Tesla self-driving car is nothing new, Tesla has yet to release a self-driving car to the public. At an energy conference in Norway last month, Musk announced his plans to get Tesla's self-driving technology ready for release by year-end, according to a Reuters report.Musk has shown he is very passionate about self-driving vehicle technology, proclaiming: \"Self-driving electric cars will be all that matters. Gas car without autonomy will be like riding a horse & using a flip phone. That still happens, but it's niche,\" via Twitter.Since Musk first announced the idea in 2016, there have been several new release dates each year, which all came up short. He even promised a Tesla self-autonomous trip from NYC to LA, which got delayed to 2017, then 2018, and is yet to happen. So we can expect another update at this event, hopefully with a firm date that comes before the end of the year.Tesla's promised self-driving technology would significantly diverge from existing features -- there will be no driver needed at all.Tesla's current capabilities allow its vehicles to take several autonomous actions, such as autosteer, autopark, auto lane change, identifying stop signs and traffic lights, and slowing your car down when approaching traffic signs. However, human direction is still required.Tesla CybertruckImage: Gettin Images/FREDERIC J. BROWNThe Tesla Cybertruck is also not a brand-new concept -- it was originally introduced in 2019. However, the model has yet to enter mass production. If you live in North America, you can reserve the truck on the Tesla website.Like the self-driving car, the Cybertruck production date keeps getting pushed back. Earlier this year, Tesla pushed production to the first quarter of 2023 instead of its previously anticipated date at the end of 2022, Reuters reported.The electric pick-up truck has a unique, geometric design that is unlike any trucks you currently see on the road. The Tesla website claims that the truck offers \"better utility than a truck with more performance than a sports car.\"Image: TeslaThe company says its stand-out features include its nearly impenetrable exoskeleton, Tesla armor glass, and 3,500 pounds of payload capacity.After test-driving the truck, Musk teased that the Cybertruck is \"awesome.\"We can expect Musk to give us an update as to when we can expect the Cybertrucks to be produced and shipped to the public.Tesla Supercharger V4Tesla has yet to officially announce the release of its most advanced supercharger, the Supercharger V4. This charger is supposed to exceed its predecessor, the Supercharger V3, in charging power, with at least 300 kW.Despite not announcing the Supercharger, we know what the Supercharger V4 will look like, due to design plans and construction plans that Tesla aficionados dug up and posted on Twitter, and construction plans reveal where the first site will be located.Despite the increased power output, the design of the Supercharger V4 will remain basically the same. The design plans reveal that it will have its same shape, with the only difference being that the nozzle will be on the outside as opposed to the hollow inside where it is situated now.We can expect Musk to announce the release and production of the Supercharger V4 as well as details on appearance, location and performance.Dojo chipImage: ElectrekDojo refers to Tesla's in-house supercomputer for machine learning -- an AI-training machine. \"Dojo is a neural network training computer optimized for video (for self-driving),\" said Musk via Twitter.At Tesla AI Day last year, Tesla announced the Dojo supercomputer. However, at the time the supercomputer was still being developed. This AI Day, we can expect updates on the development of the Dojo program.RobotaxiMusk first said that the robotaxi would be on the road by the end of 2020. Over two years later, we are still waiting for self-driving Teslas to be released to the public, much less a self-driving taxi.However, a couple of months ago, during Tesla's Q1 2022 earnings call, Musk said: \"We aspire to reach volume production of [the robotaxi] in 2024.\"During this call, Musk also said that the robotaxi would provide the cheapest type of transportation, with a robotaxi ride costing less than a subsidized bus ticket.Because of the recent talks of the taxi, it wouldn't be surprising if on Tesla AI Day we get another update.","news_type":1},"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"idStr":"3582668988155006","authorIdStr":"3582668988155006"},"content":"so it will be bullish then? haha","text":"so it will be bullish then? haha","html":"so it will be bullish then? haha"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937855919,"gmtCreate":1663400820531,"gmtModify":1676537266131,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"Buy from drop&nbsp;","listText":"Buy from drop&nbsp;","text":"Buy from drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9937855919","repostId":"1129633132","repostType":4,"repost":{"id":"1129633132","pubTimestamp":1663378125,"share":"https://ttm.financial/m/news/1129633132?lang=&edition=fundamental","pubTime":"2022-09-17 09:28","market":"us","language":"en","title":"Nvidia: Ethereum Merge Unleashes A Tsunami Of Used Graphics Cards","url":"https://stock-news.laohu8.com/highlight/detail?id=1129633132","media":"Seeking Alpha","summary":"SummaryEthereum completes its transition to proof-of-stake, ending lucrative and energy-consuming “m","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Ethereum completes its transition to proof-of-stake, ending lucrative and energy-consuming “mining”.</li><li>Correcting the Ethereum hash rate model to account for used graphics card sales accounts for Nvidia’s fiscal Q2 results.</li><li>The impact of the Merge on Nvidia’s sales will be, at best, ugly.</li><li>How will the Merge affect Nvidia’s expected RTX 40 series launch?</li><li>Investor takeaways: Will Nvidia need to restate guidance for this quarter?</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f531f7b392a181968ec72c4a8f89f8e\" tg-width=\"1080\" tg-height=\"613\" referrerpolicy=\"no-referrer\"/><span>vzphotos/iStock Editorial via Getty Images</span></p><p>The Ethereum Foundation, which manages the Ether cryptocurrency, has announced completion of what it calls the Merge, whereby validation of new blocks of transactions no longer takes place by &#34;mining&#34;. The millions of high-end graphics cards that are used for this will no longer beneeded for the new &#34;proof-of-stake&#34; approach, so that most of these will likely find their way into the used card market. This will depress demand for new graphics cards just when Nvidia (NASDAQ:NVDA) is set to announce its next-generation GeForce 40 series.</p><p><b>Ethereum completes its transition to proof-of-stake, ending lucrative and energy consuming &#34;mining&#34;</b></p><p>The transition of Ethereum to proof-of-stake was called the Merge because it involved combining the parallel block chain that was already using proof-of-stake experimentally with the main block chain that was using traditional mining, called proof-of-work. This is shown below in this diagram from the Ethereum Foundation:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4872c823bfeb3e06182d2d3f6ab87879\" tg-width=\"640\" tg-height=\"574\" referrerpolicy=\"no-referrer\"/><span>Ethereum.org</span></p><p>Mining was really just transaction processing, in which a number of Ethereum transactions would be bundled into a block and encrypted. But the encryption process was made artificially difficult, requiring millions of high end graphics cards in the mining pool to process a block in a reasonable period of time.</p><p>In the new proof-of-stake approach, the artificial difficulty is removed, so that hardware requirements can be met by almost any computer, ending the need for graphics card processing and the attendant energy consumption. Ethereum claims this will reduce energy consumption by 99.95%.</p><p>Some miners may go to work on a &#34;hard fork&#34; of Ethereum, in effect, a secession of the currency into a new one called EthereumPOW. This currency will continue to use proof-of-work, but it&#39;s unclear whether mining this will be profitable.</p><p>Probably, the vast majority of cards will go on the used card market and be sold on venues such as eBay.</p><p><b>Correcting the Ethereum hash rate model to account for used graphics card sales</b></p><p>Following Nvidia&#39;s revised guidance for its fiscal 2023 Q2, I realized that I needed to revise my model of Ethereum-related sales of graphics cards. I had published an article detailing the model in July.</p><p>The problem with the model was that it only accounted for sales into the Ethereum mining pool when the pool was adding capacity, i.e., adding new cards to the pool. It worked fine as long as the pool was still growing.</p><p>However, starting in mid-May, the Ethereum mining pool hash rate, a measure of mining capacity, started to decline, as shown in the following chart from BitInfoCharts:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe36f2d53f47c0d7e5cdf964d09c67fa\" tg-width=\"640\" tg-height=\"408\" referrerpolicy=\"no-referrer\"/><span>BinInfoCharts</span></p><p>This implied that a substantial number of graphics cards were being removed from the pool. If I assumed that these cards were comparable to current generation Nvidia and AMD (AMD) cards, then it was reasonable to assume that every used card sold was a lost new card sale.</p><p>This turned out to account very well for Nvidia&#39;s fiscal Q2 results, if we assume that a normal quarterly revenue in Nvidia&#39;s Gaming segment is about $2.5 billion. During the Fiscal Q2 conference call, Nvidia specifically claimed that this would be their normal average Gaming segment revenue without crypto. In my spreadsheet calculations, it was easy to calculate the used card effect simply by allowing the change in mining pool cards to go negative, with a negative net revenue for the cards:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8223bcd7d3f44c30f5c60970c616fe0f\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Mark Hibben</span></p><p>Note that the revenue impact doesn&#39;t only fall on Nvidia, but the timing of Nvidia&#39;s fiscal Q2 lined up better with the fall in Ethereum mining capacity and likely release of cards into the used card market. AMD will likely feel the impact in its Q3 results.</p><p><b>The impact of the Merge on Nvidia&#39;s sales will be, at best, ugly</b></p><p>The model provides a means of anticipating what happens when the Ethereum hash rate effectively goes to zero, post Merge. And it&#39;s not pretty. In an article on August 21, I gave my subscribers a heads-up concerning the impact of the Merge, and I further revised my model results on September 11.</p><p>If we assume that the entire mining pool consists of newer graphics cards released since September 2020 (RTX 30 series for Nvidia), then Nvidia&#39;s RTX 30 series sales for Q3 are completely wiped out, as shown in the spreadsheet calculations extended to Q3:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c00465fed542c67659f55786fcdf366b\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/><span>Mark Hibben</span></p><p>The model deducts the hash rate contribution due to Nvidia Crypto Mining Processors (CMP). These cannot be sold into the used graphics cards market, since they lack display outputs.</p><p>This amounts to assuming that all of the cards used in mining before September 2020 (about when the RTX 30 series launched) were replaced with newer cards. This probably isn&#39;t absolutely correct, and the mining pool has consisted of a mixture of older and newer cards.</p><p>As a lower bound, we can assume that none of the older cards were replaced. These cards would not impact new card sales, since they aren&#39;t comparable to current generation cards. The model can deduct these cards from the calculated revenue impact by simply deducting the pre-September 2020 hash rate of 228.2361 terahash/sec (THASH) for the mining pool:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac0a909d1edae7870adea14e3f987d28\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/><span>Mark Hibben</span></p><p>So the lost revenue impact for Nvidia looks to be in the range of $2-3 billion, and it probably won&#39;t fall all in Q3 but be distributed over several quarters. The effect of the Merge is to effectively zero out Nvidia&#39;s crypto revenue over time. The revenue made during Ethereum&#39;s mining pool expansion is negated by lost revenue post Merge, with the exception of CMP revenue and revenue from older graphics cards that might still have been in the pool at the time of the Merge.</p><p><b>How will the Merge affect Nvidia&#39;s expected RTX 40 series launch?</b></p><p>Nvidia has been expected to announce its GeForce RTX 40 series cards for some time, and Nvidia posted this announcement on its website:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c5990337b62c49447e21da39a199e14\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/><span>Nvidia</span></p><p>Various tech pundits are claiming that this is the worst time for Nvidia to launch a new generation of gaming graphics cards. One important feature expected of the RTX 40 series is support for PCIE 5.0. This could be important in reducing the impact of the Ethereum Merge.</p><p>The current generation of Nvidia and AMD cards only support PCIE 4.0, the prevailing standard at the time of their introduction in late 2020. PCIE 5.0 will double the communication bandwidth compared to 4.0. It&#39;s not clear how critical that will be to gaming performance, but it should eliminate PCIE as a bottleneck, if it ever was.</p><p>Just as important, new generation CPUs will have to support PCIE 5.0, since the GPU is typically linked directly to the CPU through a built in PCIE 16 lane (x16) interface. This is the preferred architecture for maximum gaming performance, and all modern CPUs provide at least 16 lanes of PCIE for this purpose.</p><p>Intel (INTC) already supports PCIE 5.0 in its latest Alder Lake 12th generation Core series of desktop CPUs. Since Alder Lake launched early this year, there have been no PCIE 5.0 graphics cards to take advantage of the interface, but the current installed base of Alder Lake systems represents a waiting market for the new PCIE 5.0 cards.</p><p>Unfortunately, I don&#39;t have an estimate of Alder Lake sales, so I have no idea what the size of that market might be. Current generation AMD Ryzen 5000 series desktop CPUs only offer PCIE 4.0, but the Ryzen 7000 series has been announced with support for PCIE 5.0, with a launch expected in October. AMD&#39;s next-generation GPUs have only been &#34;teased&#34; but are expected to support PCIE 5.0 as well.</p><p>The performance desktop market (mostly gamers) is moving rapidly to PCIE 5.0, and Nvidia will have, at least for a few months, the only graphics cards that support it. Gamers tend to be early adopters and favor the highest performance technology.</p><p>Since<i>none</i>of the used cards released from the Merge will support PCIE 5.0, this may serve to somewhat isolate the RTX 40 series launch from the impact of the Merge. How much isolation is still unclear.</p><p>Most of the current population of gaming systems will only support PCIE 4.0, so this part of the market would probably not buy RTX 40 series in any case. Most 40 series sales will go into new system builds.</p><p>Certainly, the impact of the Merge will be to weaken sales of the RTX 40 series at launch. However, overall sales in the Gaming segment will probably benefit from the launch. The 40 series launch will give the segment a revenue stream it would not have had otherwise.</p><p><b>Investor takeaways: will Nvidia need to restate guidance for this quarter?</b></p><p>Nvidia guided to revenue of $5.9 billion for fiscal Q3 during the Q2 conference call, and this implies revenue in the gaming segment of about $1 billion. Did Nvidia account for the Merge in their guidance?</p><p>When asked specifically about the impact of the Merge, Nvidia management had no comment, and professed an inability to account for the crypto impact. The guidance was claimed to be due to a retail channel inventory glut.</p><p>If Nvidia really wasn&#39;t accounting for the Merge, then almost certainly it will need to restate guidance for Q3. Probably, the RTX 40 series launch will not be enough to provide the roughly $1 billion in Gaming segment revenue.</p><p>In my Nvidia integrated financial model, I&#39;m assuming a $3 billion hit due to the Merge and another $1 billion due to inventory correction. In the model, this is distributed over the next four quarters from fiscal 2023 Q3 to fiscal 2024 Q2, with Gaming segment sales only starting to recover in fiscal 2024 Q3.</p><p>Despite this, I&#39;m still modeling growth in the all-important Data Center segment. Nvidia&#39;s next-generation data center accelerator, the Hopper H100, is testing out to be very impressive and is in production now with deliveries expected by the end of the calendar year.</p><p>Hopper should ensure continued growth in the Data Center segment, and the advent of Grace, Nvidia&#39;s ARM architecture CPU for the data center, should further enhance growth. Data Center growth largely compensates for revenue declines expected in Gaming for this year and next, according to the model:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8026f845d3af92219bdc2bb1bc67be19\" tg-width=\"640\" tg-height=\"458\" referrerpolicy=\"no-referrer\"/><span>Mark Hibben</span></p><p>According to my long-term Discounted Cash Flow model, Nvidia has a fair value of $192. I consider Nvidia&#39;s future to be very bright, despite the impact of crypto in the near term.</p><p>Currently, I have Nvidia rated at Hold, and Nvidia has been a relatively small part of the Rethink Technology portfolio since selling most of my Nvidia shares (at a substantial profit) in April. I&#39;m pretty close to upgrading Nvidia to Buy, but I&#39;m waiting to see if the Merge (and possible guidance restatement) will drive Nvidia&#39;s price even lower.</p><p>Also, I&#39;m waiting to see what Nvidia has to offer in its new 40 series on September 20. Nvidia has consistently set the performance bar in the desktop graphics card market. Most likely, Nvidia is already undervalued.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Ethereum Merge Unleashes A Tsunami Of Used Graphics Cards</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\">\nNvidia: Ethereum Merge Unleashes A Tsunami Of Used Graphics Cards\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541459-nvidia-ethereum-merge-unleashes-tsunami-of-used-graphics-cards?source=content_type%3Areact%7Csection%3AAll%7Csection_asset%3AAnalysis%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryEthereum completes its transition to proof-of-stake, ending lucrative and energy-consuming “mining”.Correcting the Ethereum hash rate model to account for used graphics card sales accounts for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541459-nvidia-ethereum-merge-unleashes-tsunami-of-used-graphics-cards?source=content_type%3Areact%7Csection%3AAll%7Csection_asset%3AAnalysis%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4541459-nvidia-ethereum-merge-unleashes-tsunami-of-used-graphics-cards?source=content_type%3Areact%7Csection%3AAll%7Csection_asset%3AAnalysis%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129633132","content_text":"SummaryEthereum completes its transition to proof-of-stake, ending lucrative and energy-consuming “mining”.Correcting the Ethereum hash rate model to account for used graphics card sales accounts for Nvidia’s fiscal Q2 results.The impact of the Merge on Nvidia’s sales will be, at best, ugly.How will the Merge affect Nvidia’s expected RTX 40 series launch?Investor takeaways: Will Nvidia need to restate guidance for this quarter?vzphotos/iStock Editorial via Getty ImagesThe Ethereum Foundation, which manages the Ether cryptocurrency, has announced completion of what it calls the Merge, whereby validation of new blocks of transactions no longer takes place by \"mining\". The millions of high-end graphics cards that are used for this will no longer beneeded for the new \"proof-of-stake\" approach, so that most of these will likely find their way into the used card market. This will depress demand for new graphics cards just when Nvidia (NASDAQ:NVDA) is set to announce its next-generation GeForce 40 series.Ethereum completes its transition to proof-of-stake, ending lucrative and energy consuming \"mining\"The transition of Ethereum to proof-of-stake was called the Merge because it involved combining the parallel block chain that was already using proof-of-stake experimentally with the main block chain that was using traditional mining, called proof-of-work. This is shown below in this diagram from the Ethereum Foundation:Ethereum.orgMining was really just transaction processing, in which a number of Ethereum transactions would be bundled into a block and encrypted. But the encryption process was made artificially difficult, requiring millions of high end graphics cards in the mining pool to process a block in a reasonable period of time.In the new proof-of-stake approach, the artificial difficulty is removed, so that hardware requirements can be met by almost any computer, ending the need for graphics card processing and the attendant energy consumption. Ethereum claims this will reduce energy consumption by 99.95%.Some miners may go to work on a \"hard fork\" of Ethereum, in effect, a secession of the currency into a new one called EthereumPOW. This currency will continue to use proof-of-work, but it's unclear whether mining this will be profitable.Probably, the vast majority of cards will go on the used card market and be sold on venues such as eBay.Correcting the Ethereum hash rate model to account for used graphics card salesFollowing Nvidia's revised guidance for its fiscal 2023 Q2, I realized that I needed to revise my model of Ethereum-related sales of graphics cards. I had published an article detailing the model in July.The problem with the model was that it only accounted for sales into the Ethereum mining pool when the pool was adding capacity, i.e., adding new cards to the pool. It worked fine as long as the pool was still growing.However, starting in mid-May, the Ethereum mining pool hash rate, a measure of mining capacity, started to decline, as shown in the following chart from BitInfoCharts:BinInfoChartsThis implied that a substantial number of graphics cards were being removed from the pool. If I assumed that these cards were comparable to current generation Nvidia and AMD (AMD) cards, then it was reasonable to assume that every used card sold was a lost new card sale.This turned out to account very well for Nvidia's fiscal Q2 results, if we assume that a normal quarterly revenue in Nvidia's Gaming segment is about $2.5 billion. During the Fiscal Q2 conference call, Nvidia specifically claimed that this would be their normal average Gaming segment revenue without crypto. In my spreadsheet calculations, it was easy to calculate the used card effect simply by allowing the change in mining pool cards to go negative, with a negative net revenue for the cards:Mark HibbenNote that the revenue impact doesn't only fall on Nvidia, but the timing of Nvidia's fiscal Q2 lined up better with the fall in Ethereum mining capacity and likely release of cards into the used card market. AMD will likely feel the impact in its Q3 results.The impact of the Merge on Nvidia's sales will be, at best, uglyThe model provides a means of anticipating what happens when the Ethereum hash rate effectively goes to zero, post Merge. And it's not pretty. In an article on August 21, I gave my subscribers a heads-up concerning the impact of the Merge, and I further revised my model results on September 11.If we assume that the entire mining pool consists of newer graphics cards released since September 2020 (RTX 30 series for Nvidia), then Nvidia's RTX 30 series sales for Q3 are completely wiped out, as shown in the spreadsheet calculations extended to Q3:Mark HibbenThe model deducts the hash rate contribution due to Nvidia Crypto Mining Processors (CMP). These cannot be sold into the used graphics cards market, since they lack display outputs.This amounts to assuming that all of the cards used in mining before September 2020 (about when the RTX 30 series launched) were replaced with newer cards. This probably isn't absolutely correct, and the mining pool has consisted of a mixture of older and newer cards.As a lower bound, we can assume that none of the older cards were replaced. These cards would not impact new card sales, since they aren't comparable to current generation cards. The model can deduct these cards from the calculated revenue impact by simply deducting the pre-September 2020 hash rate of 228.2361 terahash/sec (THASH) for the mining pool:Mark HibbenSo the lost revenue impact for Nvidia looks to be in the range of $2-3 billion, and it probably won't fall all in Q3 but be distributed over several quarters. The effect of the Merge is to effectively zero out Nvidia's crypto revenue over time. The revenue made during Ethereum's mining pool expansion is negated by lost revenue post Merge, with the exception of CMP revenue and revenue from older graphics cards that might still have been in the pool at the time of the Merge.How will the Merge affect Nvidia's expected RTX 40 series launch?Nvidia has been expected to announce its GeForce RTX 40 series cards for some time, and Nvidia posted this announcement on its website:NvidiaVarious tech pundits are claiming that this is the worst time for Nvidia to launch a new generation of gaming graphics cards. One important feature expected of the RTX 40 series is support for PCIE 5.0. This could be important in reducing the impact of the Ethereum Merge.The current generation of Nvidia and AMD cards only support PCIE 4.0, the prevailing standard at the time of their introduction in late 2020. PCIE 5.0 will double the communication bandwidth compared to 4.0. It's not clear how critical that will be to gaming performance, but it should eliminate PCIE as a bottleneck, if it ever was.Just as important, new generation CPUs will have to support PCIE 5.0, since the GPU is typically linked directly to the CPU through a built in PCIE 16 lane (x16) interface. This is the preferred architecture for maximum gaming performance, and all modern CPUs provide at least 16 lanes of PCIE for this purpose.Intel (INTC) already supports PCIE 5.0 in its latest Alder Lake 12th generation Core series of desktop CPUs. Since Alder Lake launched early this year, there have been no PCIE 5.0 graphics cards to take advantage of the interface, but the current installed base of Alder Lake systems represents a waiting market for the new PCIE 5.0 cards.Unfortunately, I don't have an estimate of Alder Lake sales, so I have no idea what the size of that market might be. Current generation AMD Ryzen 5000 series desktop CPUs only offer PCIE 4.0, but the Ryzen 7000 series has been announced with support for PCIE 5.0, with a launch expected in October. AMD's next-generation GPUs have only been \"teased\" but are expected to support PCIE 5.0 as well.The performance desktop market (mostly gamers) is moving rapidly to PCIE 5.0, and Nvidia will have, at least for a few months, the only graphics cards that support it. Gamers tend to be early adopters and favor the highest performance technology.Sincenoneof the used cards released from the Merge will support PCIE 5.0, this may serve to somewhat isolate the RTX 40 series launch from the impact of the Merge. How much isolation is still unclear.Most of the current population of gaming systems will only support PCIE 4.0, so this part of the market would probably not buy RTX 40 series in any case. Most 40 series sales will go into new system builds.Certainly, the impact of the Merge will be to weaken sales of the RTX 40 series at launch. However, overall sales in the Gaming segment will probably benefit from the launch. The 40 series launch will give the segment a revenue stream it would not have had otherwise.Investor takeaways: will Nvidia need to restate guidance for this quarter?Nvidia guided to revenue of $5.9 billion for fiscal Q3 during the Q2 conference call, and this implies revenue in the gaming segment of about $1 billion. Did Nvidia account for the Merge in their guidance?When asked specifically about the impact of the Merge, Nvidia management had no comment, and professed an inability to account for the crypto impact. The guidance was claimed to be due to a retail channel inventory glut.If Nvidia really wasn't accounting for the Merge, then almost certainly it will need to restate guidance for Q3. Probably, the RTX 40 series launch will not be enough to provide the roughly $1 billion in Gaming segment revenue.In my Nvidia integrated financial model, I'm assuming a $3 billion hit due to the Merge and another $1 billion due to inventory correction. In the model, this is distributed over the next four quarters from fiscal 2023 Q3 to fiscal 2024 Q2, with Gaming segment sales only starting to recover in fiscal 2024 Q3.Despite this, I'm still modeling growth in the all-important Data Center segment. Nvidia's next-generation data center accelerator, the Hopper H100, is testing out to be very impressive and is in production now with deliveries expected by the end of the calendar year.Hopper should ensure continued growth in the Data Center segment, and the advent of Grace, Nvidia's ARM architecture CPU for the data center, should further enhance growth. Data Center growth largely compensates for revenue declines expected in Gaming for this year and next, according to the model:Mark HibbenAccording to my long-term Discounted Cash Flow model, Nvidia has a fair value of $192. I consider Nvidia's future to be very bright, despite the impact of crypto in the near term.Currently, I have Nvidia rated at Hold, and Nvidia has been a relatively small part of the Rethink Technology portfolio since selling most of my Nvidia shares (at a substantial profit) in April. I'm pretty close to upgrading Nvidia to Buy, but I'm waiting to see if the Merge (and possible guidance restatement) will drive Nvidia's price even lower.Also, I'm waiting to see what Nvidia has to offer in its new 40 series on September 20. Nvidia has consistently set the performance bar in the desktop graphics card market. Most likely, Nvidia is already undervalued.","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910925769,"gmtCreate":1663549470852,"gmtModify":1676537287553,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"They r killing the narket","listText":"They r killing the narket","text":"They r killing the narket","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9910925769","repostId":"1136811023","repostType":2,"repost":{"id":"1136811023","pubTimestamp":1663542845,"share":"https://ttm.financial/m/news/1136811023?lang=&edition=fundamental","pubTime":"2022-09-19 07:14","market":"us","language":"en","title":"All Eyes on Another Sizable Rate Hike From the Fed: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1136811023","media":"Yahoo Finance","summary":"Markets face another hefty interest rate hike in the week ahead as policymakers continue their fight","content":"<html><head></head><body><p>Markets face another hefty interest rate hike in the week ahead as policymakers continue their fight against stubborn inflation.</p><p>Investors will be squarely focused on theFederal Reserve’s two-day meeting on Sept. 20-21, with officials expected to deliver a third-straight 75-basis-point increase to their benchmark policy rate after discussions Wednesday at 2:00 p.m. ET.</p><p>Wall Street will also take its cue from Fed Chair Jerome Powell’s speech in the aftermath of the event, along with economic projections of U.S. central bank members and the latest dot plot showing each official’s forecast for the central bank&#39;s key short-term interest rate.</p><p>“In the updated projections, we look for revisions in the direction of less growth, higher unemployment, and a higher terminal rate – yet, we expect the inflation path to remain largely unchanged,” analysts at Bank of America led by Michael Gapen wrote in a note Friday. “To our eyes, this would suggest risks of a hard landing are rising, though we expect the median member to forecast a soft landing.”</p><p>The readout of Federal Reserve expectations may determine whether markets get relief from a recent sell-off or extend sharp declines. On Friday, all three major averages logged their worst week since June. The benchmark S&amp;P 500 shed 4.7% in the week ended Sept. 16, the Dow Jones Industrial Average fell 4.1%, and the tech-heavy Nasdaq Composite tumbled 5.5%.</p><p>Hotter-than-expected inflation data earlier this month sparked a new wave of pessimism about the U.S. central bank’s rate-hiking campaign and its potential to significantly stunt economic growth.</p><p>The Consumer Price Index (CPI) in August reflected an 8.3% increase over last year and a 0.1% increase over the prior month, the Bureau of Labor Statistics reported Tuesday. Economists had expected prices to rise 8.1% over last year and fall 0.1% over last month, according to estimates from Bloomberg.</p><p>Wall Street heavyweights including Bank of America, Goldman Sachs, and Nomura have all lifted their interest rate projections immediately after the reading while raising expectations for a hard landing — a sharp downturn following a period of rapid growth.</p><p>Goldman Sachs warned on Thursday that the stock market may plunge another 26% if the Fed’s rate-hiking campaign triggered a recession.</p><p>&#34;If only a severe recession — and a sharper Fed response to deliver it — will tame inflation, then the downside to both equities and government bonds could still be substantial, even after the damage that we have already seen,&#34; Goldman said.</p><p>Elsewhere in the coming week, a lineup of housing data is on the docket, with gauges on building permits, housing starts, and existing home sales all set to be closely watched. Releases will come after mortgage rates surged past 6% last week, the highest level since November 2008, exacerbating already rampant concerns around affordability.</p><p>On the earnings calendar, results are due out from headliners including FedEx (FDX), Lennar (LEN), General Mills (GIS), Costco (COST), and Darden Restaurants (DRI).</p><p>Shares of FedEx plunged 21% on Friday –wiping out $11 billion in market value for the shipping giant in its worst single-day drop on record after the company warned of a global recession in an ugly earnings pre-announcement. FedEx also withdrew its full-year guidance, citing macroeconomic trends that have &#34;significantly worsened.&#34;</p><p>The logistic giant&#39;s messaging could be a sign of what’s to come as investors inch closer toward the next earnings season, with many strategists sounding the alarm on earnings expectations for the remainder of this year.</p><p>According to data from FactSet Research, earnings growth expectations for the S&amp;P 500 stand at an increase of 3.7% for the third quarter, down sharply from expectations of 9.8% growth at the end of June. Analysts have cut Q3 earnings expectations over the last 2-3 months for every sector in the S&amp;P 500 except energy, and seven out of 11 sectors in the index are now expected to show outright year-over-year declines in earnings, compared to only three in the second quarter.</p><p>In a note on Friday, Bank of America’s Michael Hartnett said earnings per share recession shock could be the catalyst for new market lows, pointing to FedEx’s message.</p><p>—</p><p>Economic Calendar</p><p><b>Monday:</b> <b><i>NAHB Housing Market Index</i></b>, September (47 expected, 49 during prior month)</p><p><b>Tuesday:</b> <b><i>Building permits</i></b>, August (1.605 million expected, 1.674 million during prior month, revised to 1.685 million); <b><i>Building permits</i></b>, month-over-month, August (-4.8% expected, -1.3% during prior month, revised to -0.6%); <b><i>Housing Starts</i></b>, August (1.450 million expected, 1.446 during prior month); <b><i>Housing Starts</i></b>, month-over-month, August (0.3% expected, -9.6% during prior month)</p><p><b>Wednesday:</b> <b><i>MBA Mortgage Applications</i></b>, week ended August 12 (0.2% during prior week); <b><i>Existing Home Sales</i></b>, August (4.70 million expected, 4.81 million during prior month); <b><i>Existing Home Sales</i></b>, month-over-month, August (-2.3% expected, -5.9% during prior month); <b><i>FOMC Rate Decision</i></b>(Lower Bound), September 21 (3.00% expected, 2.25% during prior month); <b><i>FOMC Rate Decision</i></b>(Upper Bound), September 21 (3.25% expected, 2.50% during prior month); <b><i>Interest on Reserve Balances Due</i></b>, September 22 (3.15% expected, 2.40% during prior month)</p><p><b>Thursday</b>: <b><i>Current Account Balance</i></b>, Q2 (-$260.8 billion expected, -$291.4 billion during prior quarter); <b><i>Initial jobless claims</i></b>, week ended September 17 (217,000 expected, 213,000 during prior week); <b><i>Continuing claims</i></b>, week ended September 10 (1.398 expected, 1.403 during prior week); <b><i>Leading Index</i></b>, August (-0.1% expected, -0.14% during prior month); <b><i>Kansas City Fed. Manufacturing Activity</i></b>, September (5 expected, 3 during prior month)</p><p><b>Friday:</b> <b><i>S&amp;P Global U.S. Manufacturing PMI</i></b>, September Preliminary (51.3 expected, 51.5 during prior month); <b><i>S&amp;P Global U.S. Services PMI</i></b>, September Preliminary (45.5 expected, 43.7 during prior month); <b><i>S&amp;P Global U.S. Manufacturing PMI</i></b>, September Preliminary (46.0 expected, 44.6 during prior month)</p><p>—</p><p><b>Earnings Calendar</b></p><p><b>Monday: AutoZone</b>(AZO)</p><p><b>Tuesday:</b> <b>Stitch Fix</b>(SFIX)</p><p><b>Wednesday:FedEx</b>(FDX),<b>Lennar</b>(LEN),<b>General Mills</b>(GIS),<b>KB Home</b>(KBH),<b>Trip.com</b>(TCOM)</p><p><b>Thursday: Costco</b>(COST),<b>Darden Restaurants</b>(DRI),<b>FactSet</b>(FDS)</p><p><b>Friday: Carnival</b>(CCL)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>All Eyes on Another Sizable Rate Hike From the Fed: What to Know This Week</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\">\nAll Eyes on Another Sizable Rate Hike From the Fed: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-19 07:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stock-market-week-ahead-federal-reserve-meeting-rate-hike-september-18-162530690.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets face another hefty interest rate hike in the week ahead as policymakers continue their fight against stubborn inflation.Investors will be squarely focused on theFederal Reserve’s two-day ...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-week-ahead-federal-reserve-meeting-rate-hike-september-18-162530690.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/stock-market-week-ahead-federal-reserve-meeting-rate-hike-september-18-162530690.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136811023","content_text":"Markets face another hefty interest rate hike in the week ahead as policymakers continue their fight against stubborn inflation.Investors will be squarely focused on theFederal Reserve’s two-day meeting on Sept. 20-21, with officials expected to deliver a third-straight 75-basis-point increase to their benchmark policy rate after discussions Wednesday at 2:00 p.m. ET.Wall Street will also take its cue from Fed Chair Jerome Powell’s speech in the aftermath of the event, along with economic projections of U.S. central bank members and the latest dot plot showing each official’s forecast for the central bank's key short-term interest rate.“In the updated projections, we look for revisions in the direction of less growth, higher unemployment, and a higher terminal rate – yet, we expect the inflation path to remain largely unchanged,” analysts at Bank of America led by Michael Gapen wrote in a note Friday. “To our eyes, this would suggest risks of a hard landing are rising, though we expect the median member to forecast a soft landing.”The readout of Federal Reserve expectations may determine whether markets get relief from a recent sell-off or extend sharp declines. On Friday, all three major averages logged their worst week since June. The benchmark S&P 500 shed 4.7% in the week ended Sept. 16, the Dow Jones Industrial Average fell 4.1%, and the tech-heavy Nasdaq Composite tumbled 5.5%.Hotter-than-expected inflation data earlier this month sparked a new wave of pessimism about the U.S. central bank’s rate-hiking campaign and its potential to significantly stunt economic growth.The Consumer Price Index (CPI) in August reflected an 8.3% increase over last year and a 0.1% increase over the prior month, the Bureau of Labor Statistics reported Tuesday. Economists had expected prices to rise 8.1% over last year and fall 0.1% over last month, according to estimates from Bloomberg.Wall Street heavyweights including Bank of America, Goldman Sachs, and Nomura have all lifted their interest rate projections immediately after the reading while raising expectations for a hard landing — a sharp downturn following a period of rapid growth.Goldman Sachs warned on Thursday that the stock market may plunge another 26% if the Fed’s rate-hiking campaign triggered a recession.\"If only a severe recession — and a sharper Fed response to deliver it — will tame inflation, then the downside to both equities and government bonds could still be substantial, even after the damage that we have already seen,\" Goldman said.Elsewhere in the coming week, a lineup of housing data is on the docket, with gauges on building permits, housing starts, and existing home sales all set to be closely watched. Releases will come after mortgage rates surged past 6% last week, the highest level since November 2008, exacerbating already rampant concerns around affordability.On the earnings calendar, results are due out from headliners including FedEx (FDX), Lennar (LEN), General Mills (GIS), Costco (COST), and Darden Restaurants (DRI).Shares of FedEx plunged 21% on Friday –wiping out $11 billion in market value for the shipping giant in its worst single-day drop on record after the company warned of a global recession in an ugly earnings pre-announcement. FedEx also withdrew its full-year guidance, citing macroeconomic trends that have \"significantly worsened.\"The logistic giant's messaging could be a sign of what’s to come as investors inch closer toward the next earnings season, with many strategists sounding the alarm on earnings expectations for the remainder of this year.According to data from FactSet Research, earnings growth expectations for the S&P 500 stand at an increase of 3.7% for the third quarter, down sharply from expectations of 9.8% growth at the end of June. Analysts have cut Q3 earnings expectations over the last 2-3 months for every sector in the S&P 500 except energy, and seven out of 11 sectors in the index are now expected to show outright year-over-year declines in earnings, compared to only three in the second quarter.In a note on Friday, Bank of America’s Michael Hartnett said earnings per share recession shock could be the catalyst for new market lows, pointing to FedEx’s message.—Economic CalendarMonday: NAHB Housing Market Index, September (47 expected, 49 during prior month)Tuesday: Building permits, August (1.605 million expected, 1.674 million during prior month, revised to 1.685 million); Building permits, month-over-month, August (-4.8% expected, -1.3% during prior month, revised to -0.6%); Housing Starts, August (1.450 million expected, 1.446 during prior month); Housing Starts, month-over-month, August (0.3% expected, -9.6% during prior month)Wednesday: MBA Mortgage Applications, week ended August 12 (0.2% during prior week); Existing Home Sales, August (4.70 million expected, 4.81 million during prior month); Existing Home Sales, month-over-month, August (-2.3% expected, -5.9% during prior month); FOMC Rate Decision(Lower Bound), September 21 (3.00% expected, 2.25% during prior month); FOMC Rate Decision(Upper Bound), September 21 (3.25% expected, 2.50% during prior month); Interest on Reserve Balances Due, September 22 (3.15% expected, 2.40% during prior month)Thursday: Current Account Balance, Q2 (-$260.8 billion expected, -$291.4 billion during prior quarter); Initial jobless claims, week ended September 17 (217,000 expected, 213,000 during prior week); Continuing claims, week ended September 10 (1.398 expected, 1.403 during prior week); Leading Index, August (-0.1% expected, -0.14% during prior month); Kansas City Fed. Manufacturing Activity, September (5 expected, 3 during prior month)Friday: S&P Global U.S. Manufacturing PMI, September Preliminary (51.3 expected, 51.5 during prior month); S&P Global U.S. Services PMI, September Preliminary (45.5 expected, 43.7 during prior month); S&P Global U.S. Manufacturing PMI, September Preliminary (46.0 expected, 44.6 during prior month)—Earnings CalendarMonday: AutoZone(AZO)Tuesday: Stitch Fix(SFIX)Wednesday:FedEx(FDX),Lennar(LEN),General Mills(GIS),KB Home(KBH),Trip.com(TCOM)Thursday: Costco(COST),Darden Restaurants(DRI),FactSet(FDS)Friday: Carnival(CCL)","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932497307,"gmtCreate":1662971401309,"gmtModify":1676537173787,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"70 insight 80 the target","listText":"70 insight 80 the target","text":"70 insight 80 the target","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9932497307","repostId":"1104769099","repostType":2,"repost":{"id":"1104769099","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1662970027,"share":"https://ttm.financial/m/news/1104769099?lang=&edition=fundamental","pubTime":"2022-09-12 16:07","market":"us","language":"en","title":"Occidental Shares Gained 2.65% as Buffett Expands Stake in Occidental to 26.8% from 20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1104769099","media":"Tiger Newspress","summary":"Occidental shares gained 2.65% as buffett expands stake in occidental to 26.8% from 20%.Warren Buffe","content":"<html><head></head><body><p>Occidental shares gained 2.65% as buffett expands stake in occidental to 26.8% from 20%.<img src=\"https://static.tigerbbs.com/ecce338c74b5145715c304ae8c3cac49\" tg-width=\"832\" tg-height=\"849\" width=\"100%\" height=\"auto\"/>Warren Buffett’s Berkshire Hathaway (BRK.A) (BRK.B) bought more stock in Occidental Petroleum (NYSE:OXY) to increase its holdings to 26.8% of outstanding shares, a regulatory filing shows.</p><p>The disclosure comes a month after Berkshire indicated its stake in the energy producer had reached 20.2% with the purchase of 6.68 million shares.</p><p>Buffett&#39;s growing ownership of Occidental has sparked speculation that the billionaire investor may consider bidding for the entire company. Even after receiving regulatory approval to buy 50% of the driller, Buffett isn&#39;t expected to make such a bid, The Wall Street Journal reported last month, citing people close to the matter.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Occidental Shares Gained 2.65% as Buffett Expands Stake in Occidental to 26.8% from 20%</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\">\nOccidental Shares Gained 2.65% as Buffett Expands Stake in Occidental to 26.8% from 20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-12 16:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Occidental shares gained 2.65% as buffett expands stake in occidental to 26.8% from 20%.<img src=\"https://static.tigerbbs.com/ecce338c74b5145715c304ae8c3cac49\" tg-width=\"832\" tg-height=\"849\" width=\"100%\" height=\"auto\"/>Warren Buffett’s Berkshire Hathaway (BRK.A) (BRK.B) bought more stock in Occidental Petroleum (NYSE:OXY) to increase its holdings to 26.8% of outstanding shares, a regulatory filing shows.</p><p>The disclosure comes a month after Berkshire indicated its stake in the energy producer had reached 20.2% with the purchase of 6.68 million shares.</p><p>Buffett&#39;s growing ownership of Occidental has sparked speculation that the billionaire investor may consider bidding for the entire company. Even after receiving regulatory approval to buy 50% of the driller, Buffett isn&#39;t expected to make such a bid, The Wall Street Journal reported last month, citing people close to the matter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104769099","content_text":"Occidental shares gained 2.65% as buffett expands stake in occidental to 26.8% from 20%.Warren Buffett’s Berkshire Hathaway (BRK.A) (BRK.B) bought more stock in Occidental Petroleum (NYSE:OXY) to increase its holdings to 26.8% of outstanding shares, a regulatory filing shows.The disclosure comes a month after Berkshire indicated its stake in the energy producer had reached 20.2% with the purchase of 6.68 million shares.Buffett's growing ownership of Occidental has sparked speculation that the billionaire investor may consider bidding for the entire company. Even after receiving regulatory approval to buy 50% of the driller, Buffett isn't expected to make such a bid, The Wall Street Journal reported last month, citing people close to the matter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913132577,"gmtCreate":1663933917699,"gmtModify":1676537365988,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"Most reaching 52 week low","listText":"Most reaching 52 week low","text":"Most reaching 52 week low","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9913132577","repostId":"1120209034","repostType":2,"repost":{"id":"1120209034","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1663932567,"share":"https://ttm.financial/m/news/1120209034?lang=&edition=fundamental","pubTime":"2022-09-23 19:29","market":"us","language":"en","title":"Mega-Cap Stocks Extended Their Losses in Premarket Trading, With Tesla, NVIDIA, Netflix and Amazon Falling Over 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1120209034","media":"Tiger Newspress","summary":"Mega-cap stocks extended their losses in premarket trading, with Tesla Motors, NVIDIA Corp, Netflix ","content":"<html><head></head><body><p>Mega-cap stocks extended their losses in premarket trading, with <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> falling over 2%.</p><p><img src=\"https://static.tigerbbs.com/e94fc4bcb9089e05d97e62d616f3af3b\" tg-width=\"268\" tg-height=\"379\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Mega-Cap Stocks Extended Their Losses in Premarket Trading, With Tesla, NVIDIA, Netflix and Amazon Falling Over 2%</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\">\nMega-Cap Stocks Extended Their Losses in Premarket Trading, With Tesla, NVIDIA, Netflix and Amazon Falling Over 2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-23 19:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Mega-cap stocks extended their losses in premarket trading, with <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> falling over 2%.</p><p><img src=\"https://static.tigerbbs.com/e94fc4bcb9089e05d97e62d616f3af3b\" tg-width=\"268\" tg-height=\"379\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMZN":"亚马逊","NFLX":"奈飞","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120209034","content_text":"Mega-cap stocks extended their losses in premarket trading, with Tesla Motors, NVIDIA Corp, Netflix and Amazon.com falling over 2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968480428,"gmtCreate":1669291055865,"gmtModify":1676538179558,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"Buy&nbsp;","listText":"Buy&nbsp;","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9968480428","repostId":"2285840582","repostType":4,"repost":{"id":"2285840582","pubTimestamp":1669294277,"share":"https://ttm.financial/m/news/2285840582?lang=&edition=fundamental","pubTime":"2022-11-24 20:51","market":"us","language":"en","title":"Open Sesame - Alibaba, Buy The Bottom","url":"https://stock-news.laohu8.com/highlight/detail?id=2285840582","media":"Seeking Alpha","summary":"SummaryAlibaba stock is down around 61% over the past five years. We believe the pullback creates an","content":"<html><head></head><body><h2>Summary</h2><ul><li>Alibaba stock is down around 61% over the past five years. We believe the pullback creates an attractive entry point to invest in the company at a discount.</li><li>We expect continuing COVID-19 lockdowns and weaker consumer spending in China to pressure the stock&#39;s main source of revenue, China e-commerce.</li><li>We&#39;re constructive on Alibaba as we believe the company&#39;s higher-spending consumers will make the stock more resilient even when total buyer numbers decline.</li><li>We like Alibaba&#39;s position in the cloud market, specifically with the Alibaba Cloud growing 4% Y/Y despite macroeconomic headwinds.</li><li>The stock is cheap, trading at 1.2x C2024 on a P/E basis compared to the peer group average of 17.7x. We recommend investors buy the pullback.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02bc619e12091d82a2c307028adf3dd8\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>maybefalse</span></p><p>Alibaba (NYSE:BABA) stock popped around 8% after reporting 2Q23 earnings, despite missing revenue expectations. The Chinese tech and e-commerce giant has had its roughest year since going public, facing pressures from COVID-19 lockdowns, weakening consumer spending, and macroeconomic headwinds. Still, the company stays afloat. Our bullish sentiment on the stock is based on our belief that the worst of the macroeconomic headwinds and lockdown restrictions have been priced in, leaving the company&#39;s valuation too attractive to ignore.</p><p>We recommend investors buy the stock pullback because we believe Alibaba&#39;s core fundamentals remain intact. We expect the company to recover and grow meaningfully in CY2023 on the back of Alibaba Cloud and easing lockdown restrictions in China.</p><h2>Headwinds are priced in, for the most part</h2><p>Alibaba has been under significant pressure in its money-making department: China E-commerce. While Alibaba has expanded its business to integrate tech, the company remains a retailer at heart. The devaluation of the yuan currency, alongside the global weakening consumer spending, took a bite out of Alibaba&#39;s revenue this past quarter. Alibaba reported revenue of $29B, achieving a 3% Y/Y growth but falling short of expectations by $490M. Despite the 2Q23 earnings report, we believe Alibaba is well-positioned to grow in the e-commerce business in the long run. We believe Alibaba&#39;s customer base is more resilient than the market is giving it credit for. While 2Q23 reported a decline in the number of total buyers, we believe the company&#39;s Business-to-Business (B2B) model provides Alibaba with high-spending customers that will support sales even during market downtrends. We believe the company is trading cheaply for its position in the e-commerce market in China- with over 60% of the market share in 2021. We believe most of the weak consumer spending and lockdown restriction headwinds have been priced into the stock.</p><p>The following graph outlines Alibaba&#39;s annual revenue distribution between 2018-2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3a7e4a20c30cfd12317dd986703610e\" tg-width=\"640\" tg-height=\"410\" referrerpolicy=\"no-referrer\"/><span>Statista</span></p><p>The stock has taken a hit- but we expect e-commerce to recover when 1) global consumer spending picks up and 2) as China eases the COVID-19 lockdown restrictions. The latter has already taken effect with China announcing restrictions are being lifted- despite China reporting that 25,353 individuals tested positive for COVID-19 on Friday. We expect China&#39;s &#39;Zero-COVID&#39; policies to remain uncertain towards the end of the year, but we believe the government is taking measures to fine-tune the restrictions so they do not disrupt business and daily life. We&#39;re more constructive on Alibaba&#39;s e-commerce business going forward and believe the stock&#39;s valuation is too attractive to ignore.</p><h2>Alibaba Cloud is the third-largest cloud provider</h2><p>Alibaba Cloud was the company&#39;s second revenue driver in its 2Q23 earnings report, growing 4% Y/Y. Alibaba is expanding its position as a cloud provider investing $1B in a &#34;global partner ecosystem upgrade.&#34; The Chinese Cloud provider is now the world&#39;s third-largest cloud provider after competitors Amazon (AMZN) and Microsoft (MSFT), with a worldwide market share of 9.5% in 2021, according to Gartner.</p><p>The following graph outlines Alibaba&#39;s position among the top cloud providers globally.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85ba0ee67a5d0c119ce1ba60a6ae1418\" tg-width=\"640\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/><span>Gartner</span></p><p>We like Alibaba&#39;s position in the cloud market forecasted to grow at a CAGR of 19.9% between 2022-2029. We expect Alibaba cloud to be at the core of advancing China&#39;s digitalization and expect the stock to benefit from the upward trend in the cloud market. The company&#39;s cloud business is already growing significantly.</p><p>The following graph outlines Alibaba Cloud&#39;s growth between 2018-2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d27f0a0d647b3a6e49fac3e0ea1c8c1\" tg-width=\"640\" tg-height=\"412\" referrerpolicy=\"no-referrer\"/><span>Statista</span></p><h2>Stock Performance</h2><p>Alibaba stock is down around 63% over the past five years. YTD, the stock is down almost 35%. YTD, Alibaba is down alongside most of its peer group, with JD.com (JD)(HKG: 9618) dropping nearly 25%, Microsoft (MSFT) almost 28%, and Amazon (AMZN) around 56%. Our bullish thesis on the stock is based on our belief that the stock pullback creates an attractive entry point to invest in the company&#39;s 2023 growth.</p><p>The following graphs outline the company&#39;s stock performance over the past five years and YTD compared to the competition.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1df29074c370c73c90aa13754615bbf9\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>TechStockPros</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c524fe2940d3773117071febcbe01555\" tg-width=\"635\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>TechStockPros</span></p><h2>Valuation</h2><p>Alibaba is exceptionally cheap, trading at 1.2x C2024 on a P/E basis EPS $66.17 compared to the peer group average of 17.7x. The stock is trading at 0.2x EV/C2024 Sales versus 4.0x. Alibaba&#39;s valuation is central to our buy thesis. The stock is down around 44% from its 52-week high of $139, and we believe the company provides an attractive entry point into a major retail and tech company.</p><p>The following table outlines BABA&#39;s valuation compared to the peer group.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/356b527cff5c21506a4647e5929ac280\" tg-width=\"640\" tg-height=\"394\" referrerpolicy=\"no-referrer\"/><span>TechStockPros</span></p><h2>Word on Wall Street</h2><p>Wall Street is overwhelmingly buy-rated on the stock. Of 47 analysts covering the stock, 41 are buy-rated, five are hold-rated, and the remaining are sell-rated. The stock is trading at $78. The median and mean price targets are set at $136 and $134, respectively, with a major potential upside of 72-74%.</p><p>The following table outlines BABA&#39;s sell-side ratings and price targets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6757746d14d7da37ac3ddb3f61a19fc\" tg-width=\"544\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/><span>TechStockPros</span></p><h2>What to do with the stock</h2><p>Alibaba stock dropped 75% from its high of $317.14 in October 2020. We believe the stock provides an attractive entry point into one of the world&#39;s largest e-commerce and cloud providers at a discount. We expect Alibaba to grow on two fronts: cloud and e-commerce. We believe Alibaba Cloud will benefit from the global shift to the cloud. We&#39;re also constructive on the company&#39;s e-commerce business once consumer weakness and lockdown restrictions in China ease. We recommend investors buy the stock before it rallies.</p><p><i>This article is written by Tech Stock Pros for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Open Sesame - Alibaba, Buy The Bottom</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\">\nOpen Sesame - Alibaba, Buy The Bottom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-24 20:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560094-alibaba-stock-buy-bottom><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba stock is down around 61% over the past five years. We believe the pullback creates an attractive entry point to invest in the company at a discount.We expect continuing COVID-19 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560094-alibaba-stock-buy-bottom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4560094-alibaba-stock-buy-bottom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285840582","content_text":"SummaryAlibaba stock is down around 61% over the past five years. We believe the pullback creates an attractive entry point to invest in the company at a discount.We expect continuing COVID-19 lockdowns and weaker consumer spending in China to pressure the stock's main source of revenue, China e-commerce.We're constructive on Alibaba as we believe the company's higher-spending consumers will make the stock more resilient even when total buyer numbers decline.We like Alibaba's position in the cloud market, specifically with the Alibaba Cloud growing 4% Y/Y despite macroeconomic headwinds.The stock is cheap, trading at 1.2x C2024 on a P/E basis compared to the peer group average of 17.7x. We recommend investors buy the pullback.maybefalseAlibaba (NYSE:BABA) stock popped around 8% after reporting 2Q23 earnings, despite missing revenue expectations. The Chinese tech and e-commerce giant has had its roughest year since going public, facing pressures from COVID-19 lockdowns, weakening consumer spending, and macroeconomic headwinds. Still, the company stays afloat. Our bullish sentiment on the stock is based on our belief that the worst of the macroeconomic headwinds and lockdown restrictions have been priced in, leaving the company's valuation too attractive to ignore.We recommend investors buy the stock pullback because we believe Alibaba's core fundamentals remain intact. We expect the company to recover and grow meaningfully in CY2023 on the back of Alibaba Cloud and easing lockdown restrictions in China.Headwinds are priced in, for the most partAlibaba has been under significant pressure in its money-making department: China E-commerce. While Alibaba has expanded its business to integrate tech, the company remains a retailer at heart. The devaluation of the yuan currency, alongside the global weakening consumer spending, took a bite out of Alibaba's revenue this past quarter. Alibaba reported revenue of $29B, achieving a 3% Y/Y growth but falling short of expectations by $490M. Despite the 2Q23 earnings report, we believe Alibaba is well-positioned to grow in the e-commerce business in the long run. We believe Alibaba's customer base is more resilient than the market is giving it credit for. While 2Q23 reported a decline in the number of total buyers, we believe the company's Business-to-Business (B2B) model provides Alibaba with high-spending customers that will support sales even during market downtrends. We believe the company is trading cheaply for its position in the e-commerce market in China- with over 60% of the market share in 2021. We believe most of the weak consumer spending and lockdown restriction headwinds have been priced into the stock.The following graph outlines Alibaba's annual revenue distribution between 2018-2022.StatistaThe stock has taken a hit- but we expect e-commerce to recover when 1) global consumer spending picks up and 2) as China eases the COVID-19 lockdown restrictions. The latter has already taken effect with China announcing restrictions are being lifted- despite China reporting that 25,353 individuals tested positive for COVID-19 on Friday. We expect China's 'Zero-COVID' policies to remain uncertain towards the end of the year, but we believe the government is taking measures to fine-tune the restrictions so they do not disrupt business and daily life. We're more constructive on Alibaba's e-commerce business going forward and believe the stock's valuation is too attractive to ignore.Alibaba Cloud is the third-largest cloud providerAlibaba Cloud was the company's second revenue driver in its 2Q23 earnings report, growing 4% Y/Y. Alibaba is expanding its position as a cloud provider investing $1B in a \"global partner ecosystem upgrade.\" The Chinese Cloud provider is now the world's third-largest cloud provider after competitors Amazon (AMZN) and Microsoft (MSFT), with a worldwide market share of 9.5% in 2021, according to Gartner.The following graph outlines Alibaba's position among the top cloud providers globally.GartnerWe like Alibaba's position in the cloud market forecasted to grow at a CAGR of 19.9% between 2022-2029. We expect Alibaba cloud to be at the core of advancing China's digitalization and expect the stock to benefit from the upward trend in the cloud market. The company's cloud business is already growing significantly.The following graph outlines Alibaba Cloud's growth between 2018-2022.StatistaStock PerformanceAlibaba stock is down around 63% over the past five years. YTD, the stock is down almost 35%. YTD, Alibaba is down alongside most of its peer group, with JD.com (JD)(HKG: 9618) dropping nearly 25%, Microsoft (MSFT) almost 28%, and Amazon (AMZN) around 56%. Our bullish thesis on the stock is based on our belief that the stock pullback creates an attractive entry point to invest in the company's 2023 growth.The following graphs outline the company's stock performance over the past five years and YTD compared to the competition.TechStockProsTechStockProsValuationAlibaba is exceptionally cheap, trading at 1.2x C2024 on a P/E basis EPS $66.17 compared to the peer group average of 17.7x. The stock is trading at 0.2x EV/C2024 Sales versus 4.0x. Alibaba's valuation is central to our buy thesis. The stock is down around 44% from its 52-week high of $139, and we believe the company provides an attractive entry point into a major retail and tech company.The following table outlines BABA's valuation compared to the peer group.TechStockProsWord on Wall StreetWall Street is overwhelmingly buy-rated on the stock. Of 47 analysts covering the stock, 41 are buy-rated, five are hold-rated, and the remaining are sell-rated. The stock is trading at $78. The median and mean price targets are set at $136 and $134, respectively, with a major potential upside of 72-74%.The following table outlines BABA's sell-side ratings and price targets.TechStockProsWhat to do with the stockAlibaba stock dropped 75% from its high of $317.14 in October 2020. We believe the stock provides an attractive entry point into one of the world's largest e-commerce and cloud providers at a discount. We expect Alibaba to grow on two fronts: cloud and e-commerce. We believe Alibaba Cloud will benefit from the global shift to the cloud. We're also constructive on the company's e-commerce business once consumer weakness and lockdown restrictions in China ease. We recommend investors buy the stock before it rallies.This article is written by Tech Stock Pros for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913132826,"gmtCreate":1663933887866,"gmtModify":1676537365980,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"will there be a turnaround?","listText":"will there be a turnaround?","text":"will there be a turnaround?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9913132826","repostId":"1162873051","repostType":2,"repost":{"id":"1162873051","pubTimestamp":1663932888,"share":"https://ttm.financial/m/news/1162873051?lang=&edition=fundamental","pubTime":"2022-09-23 19:34","market":"us","language":"en","title":"Snap Hires Ex-Peloton Executive As New Head of Compliance","url":"https://stock-news.laohu8.com/highlight/detail?id=1162873051","media":"Seeking Alpha","summary":"Camera company Snap (NYSE:SNAP) has hired the former head of compliance and risk at fitness equipmen","content":"<html><head></head><body><ul><li>Camera company Snap (NYSE:SNAP) has hired the former head of compliance and risk at fitness equipment maker Peloton (NASDAQ:PTON) as its new chief compliance officer.</li><li>Bertrand Lanciault III, also known as Lance Lanciault, made the move to join Snap (SNAP) in August. The move to Snap (SNAP) was initially reported by Radical Compliance and the month was confirmed by The Wall Street Journal, citing a spokesman for Snap (SNAP).</li><li>Lanciault started at Peloton (PTON), which has struggled to overcome its post COVID-19 pandemic surge as well as safety issues with some of its hardware, in February 2021. He had previously been at Walmart (WMT) for six years, according to his LinkedIn profile.</li><li>Earlier this month, Bank of America reiterated its buy rating on Snap (SNAP), noting that the positivity in Chief Executive Evan Spiegel&#39;s leaked memo was encouraging.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Snap Hires Ex-Peloton Executive As New Head of Compliance</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\">\nSnap Hires Ex-Peloton Executive As New Head of Compliance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-23 19:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3885567-snap-hires-ex-peloton-executive-as-new-head-of-compliance><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Camera company Snap (NYSE:SNAP) has hired the former head of compliance and risk at fitness equipment maker Peloton (NASDAQ:PTON) as its new chief compliance officer.Bertrand Lanciault III, also known...</p>\n\n<a href=\"https://seekingalpha.com/news/3885567-snap-hires-ex-peloton-executive-as-new-head-of-compliance\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNAP":"Snap Inc"},"source_url":"https://seekingalpha.com/news/3885567-snap-hires-ex-peloton-executive-as-new-head-of-compliance","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162873051","content_text":"Camera company Snap (NYSE:SNAP) has hired the former head of compliance and risk at fitness equipment maker Peloton (NASDAQ:PTON) as its new chief compliance officer.Bertrand Lanciault III, also known as Lance Lanciault, made the move to join Snap (SNAP) in August. The move to Snap (SNAP) was initially reported by Radical Compliance and the month was confirmed by The Wall Street Journal, citing a spokesman for Snap (SNAP).Lanciault started at Peloton (PTON), which has struggled to overcome its post COVID-19 pandemic surge as well as safety issues with some of its hardware, in February 2021. He had previously been at Walmart (WMT) for six years, according to his LinkedIn profile.Earlier this month, Bank of America reiterated its buy rating on Snap (SNAP), noting that the positivity in Chief Executive Evan Spiegel's leaked memo was encouraging.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912836021,"gmtCreate":1664791318663,"gmtModify":1676537508996,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"When happened in China it is in human. But it is a US conpany","listText":"When happened in China it is in human. But it is a US conpany","text":"When happened in China it is in human. But it is a US conpany","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912836021","repostId":"1184625442","repostType":2,"repost":{"id":"1184625442","pubTimestamp":1664788211,"share":"https://ttm.financial/m/news/1184625442?lang=&edition=fundamental","pubTime":"2022-10-03 17:10","market":"us","language":"en","title":"Tesla Said To Offer 3x Pay At Giga Shanghai During Weeklong Holiday As It Scrambles To Meet Full-Year Deliveries Target","url":"https://stock-news.laohu8.com/highlight/detail?id=1184625442","media":"Benzinga","summary":"ZINGER KEY POINTSTesla appears to be willing to take a hit to margin in order to boost volume.Report","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Tesla appears to be willing to take a hit to margin in order to boost volume.</li><li>Report suggests the company opted to keep its Giga Shanghai open during the National Day holiday by paying thrice the normal pay.</li></ul><p><b>Tesla, Inc.</b> has a tall order before it if it has to meet the full-year delivery growth target of 50%.</p><p><b>What Happened:</b> From the first quarter through the third, the electric vehicle maker delivered 908,573 cars. If it has to meet the target, it needs to sell 495,685 more cars in the fourth quarter.</p><p>Tesla is reportedly going all out in <b>China</b>, which houses the <b>Giga Shanghai</b> and generates roughly half of the company’s global output.</p><p>China is on a weeklong holiday from Oct. 1 to Oct. 7 in observance of the National Day.</p><p>Tesla is getting workers to its production line at Giga Shanghai by paying thrice as much as they usually get paid, the CnEVPost reported, citing local media outlets.</p><p>This payment applies for the three days starting from Oct. 1, given Chinese Labor law stipulates that thrice the payment is applicable only for 11 days during the year, including the first three days of the National Day, the report said.</p><p><b>Why It’s Important:</b> The Giga Shanghai continues to be a vital cog in Tesla’s wheels and also serves as the company’s main export base. This situation might change once the company&#39;s newest factories in Austin and Berlin ramp up.</p><p>Following the release of Tesla’s third-quarter deliveries that missed expectations, <b>Wedbush</b> analyst <b>Daniel Ives</b> said the company faced delivery challenges in the quarter, with some isolated soft spots in China.</p><p>Tesla’s decision to keep production going even at a higher cost shows the company’s intent in accelerating the production and delivery momentum.</p><p><b>Price Action:</b> Tesla closed Friday’s session at $265.25, down 1.10%.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Said To Offer 3x Pay At Giga Shanghai During Weeklong Holiday As It Scrambles To Meet Full-Year Deliveries Target</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 Said To Offer 3x Pay At Giga Shanghai During Weeklong Holiday As It Scrambles To Meet Full-Year Deliveries Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-03 17:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/media/22/10/29112351/how-tesla-is-getting-people-to-work-at-its-giga-shanghai-during-weeklong-china-national-day-holiday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSTesla appears to be willing to take a hit to margin in order to boost volume.Report suggests the company opted to keep its Giga Shanghai open during the National Day holiday by paying...</p>\n\n<a href=\"https://www.benzinga.com/media/22/10/29112351/how-tesla-is-getting-people-to-work-at-its-giga-shanghai-during-weeklong-china-national-day-holiday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/media/22/10/29112351/how-tesla-is-getting-people-to-work-at-its-giga-shanghai-during-weeklong-china-national-day-holiday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184625442","content_text":"ZINGER KEY POINTSTesla appears to be willing to take a hit to margin in order to boost volume.Report suggests the company opted to keep its Giga Shanghai open during the National Day holiday by paying thrice the normal pay.Tesla, Inc. has a tall order before it if it has to meet the full-year delivery growth target of 50%.What Happened: From the first quarter through the third, the electric vehicle maker delivered 908,573 cars. If it has to meet the target, it needs to sell 495,685 more cars in the fourth quarter.Tesla is reportedly going all out in China, which houses the Giga Shanghai and generates roughly half of the company’s global output.China is on a weeklong holiday from Oct. 1 to Oct. 7 in observance of the National Day.Tesla is getting workers to its production line at Giga Shanghai by paying thrice as much as they usually get paid, the CnEVPost reported, citing local media outlets.This payment applies for the three days starting from Oct. 1, given Chinese Labor law stipulates that thrice the payment is applicable only for 11 days during the year, including the first three days of the National Day, the report said.Why It’s Important: The Giga Shanghai continues to be a vital cog in Tesla’s wheels and also serves as the company’s main export base. This situation might change once the company's newest factories in Austin and Berlin ramp up.Following the release of Tesla’s third-quarter deliveries that missed expectations, Wedbush analyst Daniel Ives said the company faced delivery challenges in the quarter, with some isolated soft spots in China.Tesla’s decision to keep production going even at a higher cost shows the company’s intent in accelerating the production and delivery momentum.Price Action: Tesla closed Friday’s session at $265.25, down 1.10%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910563650,"gmtCreate":1663643962571,"gmtModify":1676537307857,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"To the moon soon","listText":"To the moon soon","text":"To the moon soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9910563650","repostId":"1125257774","repostType":2,"repost":{"id":"1125257774","pubTimestamp":1663641792,"share":"https://ttm.financial/m/news/1125257774?lang=&edition=fundamental","pubTime":"2022-09-20 10:43","market":"us","language":"en","title":"This Bold Move Could Give Tesla an Edge in Battery Production","url":"https://stock-news.laohu8.com/highlight/detail?id=1125257774","media":"Motley Fool","summary":"KEY POINTSTesla filed a form indicating that it may build a battery-grade lithium refinery.Demand fo","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Tesla filed a form indicating that it may build a battery-grade lithium refinery.</li><li>Demand for lithium will skyrocket over the next decade.</li><li>Owning more of the battery supply chain could give Tesla an advantage over rivals.</li></ul><p>Entering the lithium refinery business could help Tesla own more of its battery supply chain.</p><p><b>Tesla</b> piqued many people&#39;s interest recently when the company filed a form with Texas&#39; Comptroller&#39;s Office indicating the electric vehicle maker&#39;s interest in building a battery-grade lithium hydroxide refinery.</p><p>So far history has shown that it&#39;s best not to bet against Tesla&#39;s big ideas, so what could the company gain from owning its own battery materials refinery along the Gulf Coast? Only the potential to lower the price of its expensive batteries.</p><p><b>What Tesla is proposing</b></p><p>Tesla said in the official form that it&#39;s considering building a plant that could convert &#34;raw ore material into a usable state for battery production.&#34;</p><p>The refinery would create battery-grade lithium hydroxide that could then be &#34;packaged and shipped by truck and rail to various Tesla battery manufacturing sites supporting the necessary supply chain for large-scale and electric vehicle batteries.&#34;</p><p>In short, Tesla is proposing entering the battery materials refinery space, a move that would add to the company&#39;s current battery manufacturing capabilities.</p><p>The company said that it could start building the plant as early as the end of this year, with an estimated timeframe for having it operational by the fourth quarter of 2024.</p><p>It&#39;s worth mentioning that none of what Tesla is proposing is a done deal. The company&#39;s official filing for property tax relief for the project is one of the very first steps in the project. Tesla is also exploring an alternative site in Louisiana.</p><p>But with battery costs ballooning over the past couple of years and supply chain shortages constantly causing headaches for the auto industry, Tesla&#39;s latest idea could be yet another step toward improving its vehicle production costs.</p><p><b>How it could help Tesla stay ahead of EV rivals</b></p><p>Supply chain problems and increasing demand for electric vehicles have pushed up the cost of battery materials, particularly lithium. Battery-grade lithium prices have spiked more than 400% since 2021.</p><p>And demand isn&#39;t slowing down. The latest data from McKinsey estimates that global demand for lithium will increase from 500,000 metric tonnes in 2021 to up to 4 million metric tonnes by 2030.</p><p>While Tesla can&#39;t control this massive increase in lithium demand, it is trying to control some of the production costs that go into making batteries.</p><p>How much Tesla could save still isn&#39;t clear, but Tesla is willing to at least entertain the idea of spending a proposed $365 million to build a refinery in order to save on costs down the road.</p><p><b>A bold move to own more of the supply chain</b></p><p>There&#39;s nothing set in stone about Tesla&#39;s new refinery proposal, but it could be the beginning of Tesla moving even further up the supply chain line in battery-making.</p><p>With lithium demand expected to soar over the next decade, Tesla could secure more control over its battery manufacturing with its own refinery. And in the coming years, that could potentially give the company an advantage in the EV space.</p><p>If Tesla can eventually lower some of its battery costs, then it could improve its already-strong profit margins (currently at 13%). That means that while most traditional automakers are still trying to figure out how to catch up to Tesla&#39;s enviable margins, Tesla is trying to figure out how to keep expanding them.</p></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>This Bold Move Could Give Tesla an Edge in Battery Production</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\">\nThis Bold Move Could Give Tesla an Edge in Battery Production\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-20 10:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/19/bold-move-give-tesla-edge-battery-production/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSTesla filed a form indicating that it may build a battery-grade lithium refinery.Demand for lithium will skyrocket over the next decade.Owning more of the battery supply chain could give ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/19/bold-move-give-tesla-edge-battery-production/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/09/19/bold-move-give-tesla-edge-battery-production/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125257774","content_text":"KEY POINTSTesla filed a form indicating that it may build a battery-grade lithium refinery.Demand for lithium will skyrocket over the next decade.Owning more of the battery supply chain could give Tesla an advantage over rivals.Entering the lithium refinery business could help Tesla own more of its battery supply chain.Tesla piqued many people's interest recently when the company filed a form with Texas' Comptroller's Office indicating the electric vehicle maker's interest in building a battery-grade lithium hydroxide refinery.So far history has shown that it's best not to bet against Tesla's big ideas, so what could the company gain from owning its own battery materials refinery along the Gulf Coast? Only the potential to lower the price of its expensive batteries.What Tesla is proposingTesla said in the official form that it's considering building a plant that could convert \"raw ore material into a usable state for battery production.\"The refinery would create battery-grade lithium hydroxide that could then be \"packaged and shipped by truck and rail to various Tesla battery manufacturing sites supporting the necessary supply chain for large-scale and electric vehicle batteries.\"In short, Tesla is proposing entering the battery materials refinery space, a move that would add to the company's current battery manufacturing capabilities.The company said that it could start building the plant as early as the end of this year, with an estimated timeframe for having it operational by the fourth quarter of 2024.It's worth mentioning that none of what Tesla is proposing is a done deal. The company's official filing for property tax relief for the project is one of the very first steps in the project. Tesla is also exploring an alternative site in Louisiana.But with battery costs ballooning over the past couple of years and supply chain shortages constantly causing headaches for the auto industry, Tesla's latest idea could be yet another step toward improving its vehicle production costs.How it could help Tesla stay ahead of EV rivalsSupply chain problems and increasing demand for electric vehicles have pushed up the cost of battery materials, particularly lithium. Battery-grade lithium prices have spiked more than 400% since 2021.And demand isn't slowing down. The latest data from McKinsey estimates that global demand for lithium will increase from 500,000 metric tonnes in 2021 to up to 4 million metric tonnes by 2030.While Tesla can't control this massive increase in lithium demand, it is trying to control some of the production costs that go into making batteries.How much Tesla could save still isn't clear, but Tesla is willing to at least entertain the idea of spending a proposed $365 million to build a refinery in order to save on costs down the road.A bold move to own more of the supply chainThere's nothing set in stone about Tesla's new refinery proposal, but it could be the beginning of Tesla moving even further up the supply chain line in battery-making.With lithium demand expected to soar over the next decade, Tesla could secure more control over its battery manufacturing with its own refinery. And in the coming years, that could potentially give the company an advantage in the EV space.If Tesla can eventually lower some of its battery costs, then it could improve its already-strong profit margins (currently at 13%). That means that while most traditional automakers are still trying to figure out how to catch up to Tesla's enviable margins, Tesla is trying to figure out how to keep expanding them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985332448,"gmtCreate":1667311807584,"gmtModify":1676537896189,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"There is a saying \"buy high sell low\" I would prefer the following Buy! When everyone run away Sell! When everyone come in&nbsp; What do u think?","listText":"There is a saying \"buy high sell low\" I would prefer the following Buy! When everyone run away Sell! When everyone come in&nbsp; What do u think?","text":"There is a saying \"buy high sell low\" I would prefer the following Buy! When everyone run away Sell! When everyone come in What do u think?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985332448","isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000494","authorId":"9000000000000494","name":"MamieBenson","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000494","authorIdStr":"9000000000000494"},"content":"The premise is that you must be prepared to grasp each time point. I often buy in the process of falling, so I will face losses.","text":"The premise is that you must be prepared to grasp each time point. I often buy in the process of falling, so I will face losses.","html":"The premise is that you must be prepared to grasp each time point. I often buy in the process of falling, so I will face losses."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939502993,"gmtCreate":1662127879613,"gmtModify":1676537003855,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"more bad drop ahead","listText":"more bad drop ahead","text":"more bad drop ahead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939502993","repostId":"1159573742","repostType":2,"repost":{"id":"1159573742","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1662127272,"share":"https://ttm.financial/m/news/1159573742?lang=&edition=fundamental","pubTime":"2022-09-02 22:01","market":"us","language":"en","title":"NIO Shares Slid 5% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1159573742","media":"Tiger Newspress","summary":"NIO shares slid more than 5% in morning trading. Chinese EV peers Xpeng and Li Auto were traded arou","content":"<html><head></head><body><p>NIO shares slid more than 5% in morning trading. Chinese EV peers Xpeng and Li Auto were traded around 4% lower.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a> stock is in full focus, as the company is set to announce second-quarter earnings on Wednesday, Sept. 7 before the market open. The Chinese automaker also announced its August deliveries on Thursday, which was 10,677 vehicles. Of the 10,677 vehicles, 7,551 of them were premium smart electric SUVs, while the remaining 3,126 were premium smart electric sedans.</p><p>Other EV stocks also fell in morning trading, Lordstown, Arrival, Fisker and arrival slid between 1% and 4%.</p><p><img src=\"https://static.tigerbbs.com/64cfc98bdf0cab8907a6bd1705b61764\" tg-width=\"476\" tg-height=\"651\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Shares Slid 5% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Shares Slid 5% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-02 22:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NIO shares slid more than 5% in morning trading. Chinese EV peers Xpeng and Li Auto were traded around 4% lower.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a> stock is in full focus, as the company is set to announce second-quarter earnings on Wednesday, Sept. 7 before the market open. The Chinese automaker also announced its August deliveries on Thursday, which was 10,677 vehicles. Of the 10,677 vehicles, 7,551 of them were premium smart electric SUVs, while the remaining 3,126 were premium smart electric sedans.</p><p>Other EV stocks also fell in morning trading, Lordstown, Arrival, Fisker and arrival slid between 1% and 4%.</p><p><img src=\"https://static.tigerbbs.com/64cfc98bdf0cab8907a6bd1705b61764\" tg-width=\"476\" tg-height=\"651\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159573742","content_text":"NIO shares slid more than 5% in morning trading. Chinese EV peers Xpeng and Li Auto were traded around 4% lower.Nio stock is in full focus, as the company is set to announce second-quarter earnings on Wednesday, Sept. 7 before the market open. The Chinese automaker also announced its August deliveries on Thursday, which was 10,677 vehicles. Of the 10,677 vehicles, 7,551 of them were premium smart electric SUVs, while the remaining 3,126 were premium smart electric sedans.Other EV stocks also fell in morning trading, Lordstown, Arrival, Fisker and arrival slid between 1% and 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934835926,"gmtCreate":1663213558166,"gmtModify":1676537229571,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"Rocket to the moon","listText":"Rocket to the moon","text":"Rocket to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9934835926","repostId":"1143535233","repostType":2,"repost":{"id":"1143535233","pubTimestamp":1663211589,"share":"https://ttm.financial/m/news/1143535233?lang=&edition=fundamental","pubTime":"2022-09-15 11:13","market":"us","language":"en","title":"Tesla Shifts Battery Strategy as It Seeks U.S. Tax Credits","url":"https://stock-news.laohu8.com/highlight/detail?id=1143535233","media":"The Wall Street Journal","summary":"Tesla Inc. is pausing its plans to make battery cells in Germany as it looks at qualifying for U.S. ","content":"<html><head></head><body><p>Tesla Inc. is pausing its plans to make battery cells in Germany as it looks at qualifying for U.S. electric vehicle and battery manufacturing tax credits, people familiar with the matter said.</p><p>The company, which has been working to produce its own batteries, has discussed shipping cell-making equipment it had intended to use at its Berlin-area factory to the U.S., the people said.</p><p>Making more batteries domestically could help Tesla qualify for additional tax breaks available under the Inflation Reduction Act, also known as the IRA, which President Biden signed into law last month.</p><p>The law provides production tax credits that could offset more than a third of the cost of EV battery packs, analysts say—so long as the rechargeable cells are made and packaged in the U.S. It also extends a $7,500 tax credit available to buyers of certain EVs whose batteries meet various sourcing requirements.</p><p>Tesla’s move reflects how the new U.S. law is reshaping the EV industry, accelerating the race to secure domestic supplies of battery cells and related ingredients.</p><p>Tesla didn’t immediately respond to a request for comment. In the days after the bill became law, the company told Texas officials that it was scouting regional sites for a plant that would refine lithium, a key battery input that today is mostly processed in China.</p><p>The shift in Tesla’s battery strategy comes as energy costs in Europe have soared as a result of Russia’s invasion of Ukraine, weighing on manufacturing businesses.</p><p>Sham Kunjur, General Motors Co.’s executive director for EV raw materials, said discussions with outside companies to build out a U.S. battery supply chain have heated up since the law took effect.</p><p>“Our thought process was that we would do this over a period of time, but with the IRA, we are actively working on figuring out how to accelerate,” he said. GM in the past year has invested in companies and struck long-term deals to secure future supplies of lithium, cobalt and other battery materials.</p><p>Today, the U.S. plays a relatively small role in making the lithium-ion batteries that power EVs, and a smaller one in producing the raw and intermediate ingredients that compose battery cells. For example, China processes more than two-thirds of all nickel and cobalt globally, compared with 1% or less of each mineral for the U.S., according to research firm Benchmark Mineral Intelligence.</p><p>Among those incentives is a $35 per kilowatt-hour credit for U.S.-made battery cells. The law also affords $10 per kilowatt-hour for domestically produced modules, or collections of cells, and additional assistance for companies making raw and intermediate battery materials in the U.S.</p><p>If all of those production credits applied, a 75 kilowatt-hour battery pack such as those used in the long-range version of Tesla’s Model Y compact sport-utility vehicle could see its cost drop by nearly 40%, according to Bernstein Research.</p><p>Tesla and one of its cell suppliers, Panasonic Holdings Corp., share a Nevada battery factory and are likely to be among the biggest early beneficiaries of those battery production incentives, analysts said.</p><p>Tesla also has been trying its hand at manufacturing cells in-house, an effort designed to reduce the cost of a key component and mitigate the risk of battery shortages. The company has been producing those new, larger cells at a pilot facility in Fremont, Calif., and had been planning to do so at its factories in the Austin area and outside of Berlin.</p><p>Tesla Chief Executive Elon Musk has long discussed the importance of boosting cell supply, saying recently that “lithium batteries are the new oil.”</p><p>Traditional car makers, including GM and Ford Motor Co., also are expected to benefit from the tax credits as they race to open new battery factories through joint ventures with Korean cell manufacturers.</p><p>“It almost seems too good to be true from a battery maker’s perspective,” UBS analyst Tim Bush said of the production credits.</p><p>‘It almost seems too good to be true from a battery maker’s perspective.’</p><p>— UBS analyst Tim Bush said of the production tax credits</p><p>GM and its partner, LG Energy Solution Ltd., started battery-cell production last month at a plant in Ohio, and have two more factories in the works. Ford’s joint venture with SK Innovation Co. Ltd. is planning two battery factories in Kentucky and one in Tennessee. And last month, LG and Honda Motor Co. said they plan to build a $4.4 billion battery factory in the U.S., targeting mass production by the end of 2025.</p><p>It couldn’t be determined how battery cell-makers and auto giants will divide the rewards of the production tax credits, or how much may get passed onto consumers in vehicle pricing.</p><p>RBC Capital Markets in a research note this week said the tax credit for U.S. battery production could deliver $3 billion to GM in 2025, if the company hits its goal of selling one million EVs in North America that year.</p><p>It is also likely to be easier to qualify for the production credits than it will be for consumers to receive the $7,500 tax break, which has been in place since 2009, said Mr. Kunjur, the GM executive. That is because the climate law essentially disqualifies from the consumer tax break vehicles that get battery raw materials or components from China, which dominates the supply chain. The production credits have no such restriction.</p></body></html>","source":"wsj_highlight","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 Shifts Battery Strategy as It Seeks U.S. Tax Credits</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 Shifts Battery Strategy as It Seeks U.S. Tax Credits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-15 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/tesla-shifts-battery-strategy-as-it-seeks-u-s-tax-credits-11663178393?mod=business_lead_pos6><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc. is pausing its plans to make battery cells in Germany as it looks at qualifying for U.S. electric vehicle and battery manufacturing tax credits, people familiar with the matter said.The ...</p>\n\n<a href=\"https://www.wsj.com/articles/tesla-shifts-battery-strategy-as-it-seeks-u-s-tax-credits-11663178393?mod=business_lead_pos6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.wsj.com/articles/tesla-shifts-battery-strategy-as-it-seeks-u-s-tax-credits-11663178393?mod=business_lead_pos6","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143535233","content_text":"Tesla Inc. is pausing its plans to make battery cells in Germany as it looks at qualifying for U.S. electric vehicle and battery manufacturing tax credits, people familiar with the matter said.The company, which has been working to produce its own batteries, has discussed shipping cell-making equipment it had intended to use at its Berlin-area factory to the U.S., the people said.Making more batteries domestically could help Tesla qualify for additional tax breaks available under the Inflation Reduction Act, also known as the IRA, which President Biden signed into law last month.The law provides production tax credits that could offset more than a third of the cost of EV battery packs, analysts say—so long as the rechargeable cells are made and packaged in the U.S. It also extends a $7,500 tax credit available to buyers of certain EVs whose batteries meet various sourcing requirements.Tesla’s move reflects how the new U.S. law is reshaping the EV industry, accelerating the race to secure domestic supplies of battery cells and related ingredients.Tesla didn’t immediately respond to a request for comment. In the days after the bill became law, the company told Texas officials that it was scouting regional sites for a plant that would refine lithium, a key battery input that today is mostly processed in China.The shift in Tesla’s battery strategy comes as energy costs in Europe have soared as a result of Russia’s invasion of Ukraine, weighing on manufacturing businesses.Sham Kunjur, General Motors Co.’s executive director for EV raw materials, said discussions with outside companies to build out a U.S. battery supply chain have heated up since the law took effect.“Our thought process was that we would do this over a period of time, but with the IRA, we are actively working on figuring out how to accelerate,” he said. GM in the past year has invested in companies and struck long-term deals to secure future supplies of lithium, cobalt and other battery materials.Today, the U.S. plays a relatively small role in making the lithium-ion batteries that power EVs, and a smaller one in producing the raw and intermediate ingredients that compose battery cells. For example, China processes more than two-thirds of all nickel and cobalt globally, compared with 1% or less of each mineral for the U.S., according to research firm Benchmark Mineral Intelligence.Among those incentives is a $35 per kilowatt-hour credit for U.S.-made battery cells. The law also affords $10 per kilowatt-hour for domestically produced modules, or collections of cells, and additional assistance for companies making raw and intermediate battery materials in the U.S.If all of those production credits applied, a 75 kilowatt-hour battery pack such as those used in the long-range version of Tesla’s Model Y compact sport-utility vehicle could see its cost drop by nearly 40%, according to Bernstein Research.Tesla and one of its cell suppliers, Panasonic Holdings Corp., share a Nevada battery factory and are likely to be among the biggest early beneficiaries of those battery production incentives, analysts said.Tesla also has been trying its hand at manufacturing cells in-house, an effort designed to reduce the cost of a key component and mitigate the risk of battery shortages. The company has been producing those new, larger cells at a pilot facility in Fremont, Calif., and had been planning to do so at its factories in the Austin area and outside of Berlin.Tesla Chief Executive Elon Musk has long discussed the importance of boosting cell supply, saying recently that “lithium batteries are the new oil.”Traditional car makers, including GM and Ford Motor Co., also are expected to benefit from the tax credits as they race to open new battery factories through joint ventures with Korean cell manufacturers.“It almost seems too good to be true from a battery maker’s perspective,” UBS analyst Tim Bush said of the production credits.‘It almost seems too good to be true from a battery maker’s perspective.’— UBS analyst Tim Bush said of the production tax creditsGM and its partner, LG Energy Solution Ltd., started battery-cell production last month at a plant in Ohio, and have two more factories in the works. Ford’s joint venture with SK Innovation Co. Ltd. is planning two battery factories in Kentucky and one in Tennessee. And last month, LG and Honda Motor Co. said they plan to build a $4.4 billion battery factory in the U.S., targeting mass production by the end of 2025.It couldn’t be determined how battery cell-makers and auto giants will divide the rewards of the production tax credits, or how much may get passed onto consumers in vehicle pricing.RBC Capital Markets in a research note this week said the tax credit for U.S. battery production could deliver $3 billion to GM in 2025, if the company hits its goal of selling one million EVs in North America that year.It is also likely to be easier to qualify for the production credits than it will be for consumers to receive the $7,500 tax break, which has been in place since 2009, said Mr. Kunjur, the GM executive. That is because the climate law essentially disqualifies from the consumer tax break vehicles that get battery raw materials or components from China, which dominates the supply chain. The production credits have no such restriction.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962399493,"gmtCreate":1669717769013,"gmtModify":1676538228031,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>buy","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>buy","text":"$Tesla Motors(TSLA)$ buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9962399493","isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960347849,"gmtCreate":1668085126881,"gmtModify":1676538009936,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"It will drop more when she buy","listText":"It will drop more when she buy","text":"It will drop more when she buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9960347849","repostId":"1196455806","repostType":2,"repost":{"id":"1196455806","pubTimestamp":1668081604,"share":"https://ttm.financial/m/news/1196455806?lang=&edition=fundamental","pubTime":"2022-11-10 20:00","market":"us","language":"en","title":"Cathie Wood’s ARKK Hits 5-Year Low As FTX Collapse Spurs Crypto Wreck","url":"https://stock-news.laohu8.com/highlight/detail?id=1196455806","media":"Yahoo Finance","summary":"The flagship exchange-traded fund of ARK Invest has fallen to its lowest level in five years after c","content":"<html><head></head><body><p>The flagship exchange-traded fund of ARK Invest has fallen to its lowest level in five years after crypto world’s latest crisis sent risk assets into a tailspin this week.</p><p>Ark Innovation (ARKK), the firm’s beleaguered main ETF, sank more than 6.5% to $32.57 on Wednesday, deepening the fund’s loss to nearly 80% from its February 2021 high.</p><p>As of Tuesday&#39;s close, fund is down about 63% so far in 2022.</p><p>The slide came as crypto-related stocks cratered following the rapid collapse of FTX, the digital asset exchange run by billionaire Sam Bankman-Fried.</p><p>ARKK holdings Coinbase (COIN) and Block (SQ) fell roughly 10% and 9%, respectively, on Wednesday. Roblox (RBLX), another favorite of Wood dabbling in crypto, tanked 21%.</p><p>The famed fund manager has been a staunch cryptocurrency bull, forecasting earlier this year that the Bitcoin (BTC-USD) would top $1 million by 2023. After reports Wednesday afternoon that Binance, the world’s largest crypto exchange, backed out of an emergency deal to acquire FTX as it faces potential insolvency. Bitcoin dropped below $16,000 on the news.</p><p>Even as the sudden downfall of FTX and concerns around its partnerships rattled the crypto ecosystem this week, Wood expanded her holdings of Coinbase — the second-largest crypto exchange by volume.</p><p>On Tuesday, ARK Invest snapped up more than 420,000 shares of the company, per a transaction report from the firm, after it fell roughly 11% – and before it posted another loss of nearly that magnitude Wednesday following the firm&#39;s dip purchase.</p><p>Coinbase CEO Brian Armstrong asserted Tuesday on Twitter that his company did not have any material exposure to FTX or its subsidiaries.</p><blockquote>2/ Second, Coinbase doesn&#39;t have any material exposure to FTX or FTT (and no exposure to Alameda).</blockquote><blockquote>— Brian Armstrong (@brian_armstrong)November 8, 2022</blockquote><p>In a webcast hosted by ARK earlier this week, Wood also said the reported acquisition of the exchange would boost its remaining competitors — but that was before Binance&#39;sbacked out of acquiring FTX.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood’s ARKK Hits 5-Year Low As FTX Collapse Spurs Crypto Wreck</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; 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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\">\nCathie Wood’s ARKK Hits 5-Year Low As FTX Collapse Spurs Crypto Wreck\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-10 20:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/cathie-wood-arkk-hits-2017-low-ftx-collapse-crypto-crash-113509040.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The flagship exchange-traded fund of ARK Invest has fallen to its lowest level in five years after crypto world’s latest crisis sent risk assets into a tailspin this week.Ark Innovation (ARKK), the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/cathie-wood-arkk-hits-2017-low-ftx-collapse-crypto-crash-113509040.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF"},"source_url":"https://finance.yahoo.com/news/cathie-wood-arkk-hits-2017-low-ftx-collapse-crypto-crash-113509040.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196455806","content_text":"The flagship exchange-traded fund of ARK Invest has fallen to its lowest level in five years after crypto world’s latest crisis sent risk assets into a tailspin this week.Ark Innovation (ARKK), the firm’s beleaguered main ETF, sank more than 6.5% to $32.57 on Wednesday, deepening the fund’s loss to nearly 80% from its February 2021 high.As of Tuesday's close, fund is down about 63% so far in 2022.The slide came as crypto-related stocks cratered following the rapid collapse of FTX, the digital asset exchange run by billionaire Sam Bankman-Fried.ARKK holdings Coinbase (COIN) and Block (SQ) fell roughly 10% and 9%, respectively, on Wednesday. Roblox (RBLX), another favorite of Wood dabbling in crypto, tanked 21%.The famed fund manager has been a staunch cryptocurrency bull, forecasting earlier this year that the Bitcoin (BTC-USD) would top $1 million by 2023. After reports Wednesday afternoon that Binance, the world’s largest crypto exchange, backed out of an emergency deal to acquire FTX as it faces potential insolvency. Bitcoin dropped below $16,000 on the news.Even as the sudden downfall of FTX and concerns around its partnerships rattled the crypto ecosystem this week, Wood expanded her holdings of Coinbase — the second-largest crypto exchange by volume.On Tuesday, ARK Invest snapped up more than 420,000 shares of the company, per a transaction report from the firm, after it fell roughly 11% – and before it posted another loss of nearly that magnitude Wednesday following the firm's dip purchase.Coinbase CEO Brian Armstrong asserted Tuesday on Twitter that his company did not have any material exposure to FTX or its subsidiaries.2/ Second, Coinbase doesn't have any material exposure to FTX or FTT (and no exposure to Alameda).— Brian Armstrong (@brian_armstrong)November 8, 2022In a webcast hosted by ARK earlier this week, Wood also said the reported acquisition of the exchange would boost its remaining competitors — but that was before Binance'sbacked out of acquiring FTX.","news_type":1},"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989659325,"gmtCreate":1665997381068,"gmtModify":1676537689587,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"Blame the American&nbsp;","listText":"Blame the American&nbsp;","text":"Blame the American","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989659325","isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919360142,"gmtCreate":1663730953287,"gmtModify":1676537325593,"author":{"id":"3583886662946904","authorId":"3583886662946904","name":"dcTrade","avatar":"https://community-static.tradeup.com/news/09e80a0ffdd94833dcead6a225b75c8d","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583886662946904","authorIdStr":"3583886662946904"},"themes":[],"htmlText":"Time to load up","listText":"Time to load up","text":"Time to load up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919360142","repostId":"2268977164","repostType":2,"repost":{"id":"2268977164","pubTimestamp":1663729232,"share":"https://ttm.financial/m/news/2268977164?lang=&edition=fundamental","pubTime":"2022-09-21 11:00","market":"us","language":"en","title":"SoFi: Emerging From The Ashes","url":"https://stock-news.laohu8.com/highlight/detail?id=2268977164","media":"Seeking Alpha","summary":"SummaryQ2 loans, revenues, and gross margins expanded heavily despite a bad environment.Technology i","content":"<html><head></head><body><h2>Summary</h2><ul><li>Q2 loans, revenues, and gross margins expanded heavily despite a bad environment.</li><li>Technology is the future of banking and customer acquisition.</li><li>Outlook is strong but dilution is an issue.</li><li>Student loan issue resolved.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f493ac03d6095d085a3a653a9e482edb\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>naphtalina/iStock via Getty Images</span></p><p>SoFi Technologies (NASDAQ:SOFI) has really become a battleground stock. It feels like it has been in the process of bottoming for months now. Despite all of the macro chaos in rates and the threat of a slowing economy, SOFI stock has kind of held its bottom pretty well over the last few weeks and months. This comes despite the overall market being hammered. In our opinion, with rising rates, the thought that student loan repayments will finally begin at the end of the year, and a still robust economy despite the Fed&#39;s actions, that business will only continue to improve from here. We think the stock is a buy here on any continued market weakness that pushes the stock back under $6 per share.</p><p>The stock has been pounded, but the company is operationally pretty strong. This is a fintech and one that is a leader in the space that it operates in. The company has evolved over the last decade. We have seen ongoing insider buying, a landscape that is questionable, performance that continues to improve, and now, real answers on student loan relief in the amount of $10,000 in forgiveness, a little more if you meet certain qualifications. The recent results were fine, and, commentary indicates more growth is expected.</p><h2>Recent results show growth remains strong even in a slowing macro environment</h2><p>In the recently-reported quarter, SoFi top line growth expanded as SoFi saw record adjusted net revenue of $356 million, up 500% year-over-year from the same prior-year period. Pretty stellar, and this exceeded the high end of management&#39;s guidance, and it beat consensus estimates.</p><p>On top of that, adjusted EBITDA of $20 million came in at the high end of expectations.</p><p>In the face of rising rates and crimped loan demand from &#39;rate shock&#39; in the spring, this was the eighth consecutive quarter of EBITDA growth. All eyes were on loan results to see if the rate shock for borrowers manifested as a result of inflationary pressures. Housing data is weakening, so operationally a bottom may be approaching to come H1 2023, when recession could peak.</p><p>The company did see some pressure on operating margins. This led to weak earnings per share. We figured a loss of $0.11 to $0.01 or $0.06 at midpoint was likely. Unfortunately, SoFi came in at the low end of our range and missed consensus by a penny.</p><p>But every year the company seems to take more market share. It expands loans. It innovates. And it is paying off.</p><h2>SoFi&#39;s Q2 loans and margins expanded heavily despite a bad environment</h2><p>Folks, the company is still in mega growth mode. Sure, there could be a temporary slowdown for a couple of quarters if the Fed tanks the economy, but, this is a stock we want to be buying. In Q2, growth accelerated across all three reporting segments. There were also strong personal loan originations, a record of $2.5 billion of loans, up 91% from last year. Lending products as a whole were up 22%. Overall, the years of investing in technology and customer acquisition and cross-selling have paid off in our opinion.</p><h2>Technology is the future of banking and customer acquisition</h2><p>SoFi&#39;s tech platform is growing and is a great source of future revenues. In Q2, revenue was $84 million, rising 85% from last year. This was even up over $2o million from just Q1 2022. While the degree of a slowdown, if any, is unclear, we anticipate a similar or higher rate of growth in Q3 year-over-year for this platform. You see, for years, SoFi has been buying up companies and technology to expand its business. Their acquisitions will continue to generate some strong cost-saving synergies. We think that these synergies will result in margin expansion longer-term. This is because the technological synergies will start to be recognized after the initial ramp-up.</p><p>And frankly, it has already begun. For example, Galileo in Q2 saw a 39% year-over-year increase in revenue. Solid. They also have over 117 million accounts. Now expenses are of course high and that weighs some as the platform is built out. In Q2, profit was $22 million on 26% margins which fell from last year which saw 34% margins, and down from 30% in the sequential Q1. We see margins bottoming out in the next quarter or two here as the synergies are fully recognized.</p><h2>It is not all good news though</h2><p>It is not all growth, however. We did like that the financial services segment in Q2 saw $30.4 million rising 78% from last year, but only up 7% from Q1, and the company surpassed our expectations here. The company SoFi grew total Financial Services products by approximately 2.7 million, which doubled year-over-year, and now there are nearly 5.4 million products. But the growth has come at a cost.</p><p>This segment is still losing a ton of money. In fact, it saw a cash burn of $53.7 million, much of this from credit card losses as well as building up their current expected credit loss reserves. We think in a recession these losses could continue, so that is a risk. The amount of reserves will continue to grow, as will losses near term.</p><h2>Outlook is strong</h2><p>The company raised guidance after Q2, which is not something a lot of companies can say in this environment. The company indicated that full-year revenue will now be $1.508-1.513 billion, which was up from $1.505-1.510 billion previously guided. On top of that, adjusted EBITDA will be $104-109 million, an increase from the prior guidance of $100-105 million.</p><h2>But dilution is an issue</h2><p>Make no mistake, the company is delivering on its growth plans. The path to EPS profitability remains elusive. This is because the company has massive operating expenses. In addition, there is a constant share-based compensation issue. That continues to make positive EPS further out of reach quarter after quarter.</p><h2>Student loan issue resolved</h2><p>One of the largest headaches has been the delay in student loans being repaid. For over two years, these loans have not had to have been paid back. In addition, the Biden administration finally came to terms on a forgiveness of just $10,000 per student, more for some qualified borrowers. Student loans will begin to repay this New Year, and it will immediately feed the top line. We think you need to own shares ahead of this catalyst.</p><h2>Take home</h2><p>We think if shares pull back below $6 you have to be buying. Despite a weak market, SoFi stock has held its bottom from the spring. Operations are improving. Technology is driving some gains. Student loans, which were a huge issue, are now a catalyst for revenue in a few months. We like buying this innovative name right here.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SoFi: Emerging From The Ashes</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\">\nSoFi: Emerging From The Ashes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-21 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541934-sofi-emerging-from-ashes><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryQ2 loans, revenues, and gross margins expanded heavily despite a bad environment.Technology is the future of banking and customer acquisition.Outlook is strong but dilution is an issue.Student ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541934-sofi-emerging-from-ashes\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://seekingalpha.com/article/4541934-sofi-emerging-from-ashes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268977164","content_text":"SummaryQ2 loans, revenues, and gross margins expanded heavily despite a bad environment.Technology is the future of banking and customer acquisition.Outlook is strong but dilution is an issue.Student loan issue resolved.naphtalina/iStock via Getty ImagesSoFi Technologies (NASDAQ:SOFI) has really become a battleground stock. It feels like it has been in the process of bottoming for months now. Despite all of the macro chaos in rates and the threat of a slowing economy, SOFI stock has kind of held its bottom pretty well over the last few weeks and months. This comes despite the overall market being hammered. In our opinion, with rising rates, the thought that student loan repayments will finally begin at the end of the year, and a still robust economy despite the Fed's actions, that business will only continue to improve from here. We think the stock is a buy here on any continued market weakness that pushes the stock back under $6 per share.The stock has been pounded, but the company is operationally pretty strong. This is a fintech and one that is a leader in the space that it operates in. The company has evolved over the last decade. We have seen ongoing insider buying, a landscape that is questionable, performance that continues to improve, and now, real answers on student loan relief in the amount of $10,000 in forgiveness, a little more if you meet certain qualifications. The recent results were fine, and, commentary indicates more growth is expected.Recent results show growth remains strong even in a slowing macro environmentIn the recently-reported quarter, SoFi top line growth expanded as SoFi saw record adjusted net revenue of $356 million, up 500% year-over-year from the same prior-year period. Pretty stellar, and this exceeded the high end of management's guidance, and it beat consensus estimates.On top of that, adjusted EBITDA of $20 million came in at the high end of expectations.In the face of rising rates and crimped loan demand from 'rate shock' in the spring, this was the eighth consecutive quarter of EBITDA growth. All eyes were on loan results to see if the rate shock for borrowers manifested as a result of inflationary pressures. Housing data is weakening, so operationally a bottom may be approaching to come H1 2023, when recession could peak.The company did see some pressure on operating margins. This led to weak earnings per share. We figured a loss of $0.11 to $0.01 or $0.06 at midpoint was likely. Unfortunately, SoFi came in at the low end of our range and missed consensus by a penny.But every year the company seems to take more market share. It expands loans. It innovates. And it is paying off.SoFi's Q2 loans and margins expanded heavily despite a bad environmentFolks, the company is still in mega growth mode. Sure, there could be a temporary slowdown for a couple of quarters if the Fed tanks the economy, but, this is a stock we want to be buying. In Q2, growth accelerated across all three reporting segments. There were also strong personal loan originations, a record of $2.5 billion of loans, up 91% from last year. Lending products as a whole were up 22%. Overall, the years of investing in technology and customer acquisition and cross-selling have paid off in our opinion.Technology is the future of banking and customer acquisitionSoFi's tech platform is growing and is a great source of future revenues. In Q2, revenue was $84 million, rising 85% from last year. This was even up over $2o million from just Q1 2022. While the degree of a slowdown, if any, is unclear, we anticipate a similar or higher rate of growth in Q3 year-over-year for this platform. You see, for years, SoFi has been buying up companies and technology to expand its business. Their acquisitions will continue to generate some strong cost-saving synergies. We think that these synergies will result in margin expansion longer-term. This is because the technological synergies will start to be recognized after the initial ramp-up.And frankly, it has already begun. For example, Galileo in Q2 saw a 39% year-over-year increase in revenue. Solid. They also have over 117 million accounts. Now expenses are of course high and that weighs some as the platform is built out. In Q2, profit was $22 million on 26% margins which fell from last year which saw 34% margins, and down from 30% in the sequential Q1. We see margins bottoming out in the next quarter or two here as the synergies are fully recognized.It is not all good news thoughIt is not all growth, however. We did like that the financial services segment in Q2 saw $30.4 million rising 78% from last year, but only up 7% from Q1, and the company surpassed our expectations here. The company SoFi grew total Financial Services products by approximately 2.7 million, which doubled year-over-year, and now there are nearly 5.4 million products. But the growth has come at a cost.This segment is still losing a ton of money. In fact, it saw a cash burn of $53.7 million, much of this from credit card losses as well as building up their current expected credit loss reserves. We think in a recession these losses could continue, so that is a risk. The amount of reserves will continue to grow, as will losses near term.Outlook is strongThe company raised guidance after Q2, which is not something a lot of companies can say in this environment. The company indicated that full-year revenue will now be $1.508-1.513 billion, which was up from $1.505-1.510 billion previously guided. On top of that, adjusted EBITDA will be $104-109 million, an increase from the prior guidance of $100-105 million.But dilution is an issueMake no mistake, the company is delivering on its growth plans. The path to EPS profitability remains elusive. This is because the company has massive operating expenses. In addition, there is a constant share-based compensation issue. That continues to make positive EPS further out of reach quarter after quarter.Student loan issue resolvedOne of the largest headaches has been the delay in student loans being repaid. For over two years, these loans have not had to have been paid back. In addition, the Biden administration finally came to terms on a forgiveness of just $10,000 per student, more for some qualified borrowers. Student loans will begin to repay this New Year, and it will immediately feed the top line. We think you need to own shares ahead of this catalyst.Take homeWe think if shares pull back below $6 you have to be buying. Despite a weak market, SoFi stock has held its bottom from the spring. Operations are improving. Technology is driving some gains. Student loans, which were a huge issue, are now a catalyst for revenue in a few months. We like buying this innovative name right here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}