Wall Street Is Obsessed With an Apple Car. Why Tech Analysts Might Be Too Excited.

Barrons2021-02-25

Implications of Apple’s entry into the car business continues to generate muchspeculationand manyanalyst reportsfrom various stockbrokerage firms. Piper Sandler weighed into the debate Wednesday, ...

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Comments

wenns
2021-02-26
wenns
[微笑]
- Kelzz:
  [微笑]
Shifeng
2021-02-26
Shifeng
Tech is good for society doesn’t means to shareholders?! Is there a conflict of interest?
Dirui
2021-02-26
Dirui
Looking forward to owning one.
Samuel.L
2021-02-26
Samuel.L
Apple let’s go !
- Samuel.L:
  GogoGo up up Up
夜裡精靈
2021-02-26
夜裡精靈
Like any apple related stuff [開心] [開心]
- White Cat:
  buy orange too
- 夜裡精靈:
  [笑哭]
夜裡精靈
2021-02-26
夜裡精靈
[齜牙] [齜牙]

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Piper Sandler weighed into the debate Wednesday, ...</p>\n\n<a href=\"https://www.barrons.com/articles/wall-street-apple-stock-ev-tech-car-51614187099?mod=RTA\">Source Link</a>\n\n</div>\n","source":"lsy1601382232898","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>Wall Street Is Obsessed With an Apple Car. 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Why Tech Analysts Might Be Too Excited.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 18:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/wall-street-apple-stock-ev-tech-car-51614187099?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Implications of Apple’s entry into the car business continues to generate muchspeculationand manyanalyst reportsfrom various stockbrokerage firms. Piper Sandler weighed into the debate Wednesday, ...</p>\n\n<a href=\"https://www.barrons.com/articles/wall-street-apple-stock-ev-tech-car-51614187099?mod=RTA\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AAPL","symbol_name":"苹果","start_time":0,"source_url":"https://www.barrons.com/articles/wall-street-apple-stock-ev-tech-car-51614187099?mod=RTA","article_id":"1165777611","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1165777611","pubTimestamp":1614247990,"sourceInfo":{"source_id":"lsy1601382232898","name":"Barrons"},"weMediaInfo":null,"summary":"Implications of Apple’s entry into the car business continues to generate muchspeculationand manyana","collect":0,"end_time":0,"defaultTopTitle":"barrons.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AAPL":"苹果"},"translate_title":"华尔街痴迷于一辆苹果汽车。为什么科技分析师可能会过于兴奋。","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":0.9},"content_text":"Implications of Apple’s entry into the car business continues to generate muchspeculationand manyanalyst reportsfrom various stockbrokerage firms. Piper Sandler weighed into the debate Wednesday, saying an Apple car makes perfect sense. Investors, however, should remember that producing an automobile is very, very different from making a smartphone.\nPiper tech analystHarsh Kumarsays the timing is right for an Apple (ticker: AAPL) car. “The company can enter the market at a time of peak technology disruption while avoiding the risk of forming the market,” wrote the analyst in a Wednesday research report. Electric vehicles are proliferating, and autonomous driving technology is advancing. Cars will drive and feel different in the future—an Apple car would likely be an all-electric vehicle with self-driving options.\nApple has so far declined to comment about any car plans recently.\nKumar covers Apple and other technology stocks. His 23-page report dives deep into the auto business—for tech investors. Industry size and market segmentation between, say, luxury cars and economy sedans, covered in his report, are par for the course in auto research.\nHe assumes Apple, down the road, will sell 100,000 cars in year one. That might be aggressive.NIO(NIO),Li Auto(LI), andXPeng(XPEV) are threeEV startupsthat have been in business for years. They managed to sell about 100,000 vehicles on a combined basis in 2020. Kumar thinks Apple can be delivering 1 million cars by 2030.\nFor tech analysts at this point, the Apple car appears to be an exercise in fun with numbers. They are attracted to the huge market size: New car sales top $2.5 trillion annually. But auto analysts’ enthusiasm for an Apple vehicle is more tempered, and perhaps for good reason.\nOne factor that might hamper Apple’s ambitions is that cars are, of course, significantly more expensive than phones, making the purchase decision very different. In addition, “the regulatory side of the auto business is brutal and takes years to get through,” Benchmark auto analystMike WardtellsBarron’s.\nWard says he isn’t hearing Apple buzz in the auto industry. It’s “pretty tough to keep that quiet in the auto industry—thousands of suppliers, [government] approvals, the size of the factory needed, etc.” He isn’t saying it can’t happen, but it is harder than many investors might expect.\nMorgan Stanley analystAdam Jonasalso covers cars mainly. He doesn’t appear certain an Apple car is on the way, but if one does show up, “don’t expect steering wheels.” That means full self-driving, which also means the Apple car is still years away.\nHe believes an Apple car can accelerate EV penetration. That could help existing auto makers with more progressive approaches to the EV market. But higher penetration isn’t a panacea for the car business. “At some point, today’s EV players must share the sandbox,” wrote the analyst in a recent report.\nThat threat isn’t affecting his ratings on competitors yet. He rate Tesla stock Buy and callsGeneral Motors(GM) a top pick.\nJ.P. Morgan‘s tech and car teams produced a joint report recently, and they don’t see an Apple car coming soon. They agreed if an Apple car is on the way, it will be delayed until full self-driving capability is more widely available.Robotaxi services, which can handle city driving, are planned in the next couple of years. But full self-driving capabilities are farther away—the cost of sensors needs to fall, and the software still needs to improve.\nThe firm’s U.S. auto analystRyan Brinkmanadded that a new competitor the size and strength of Apple is a negative for existing auto makers, but, like Ward, he hasn’t heard about any collaboration in the auto-supply base.\nAnother thing J.P. Morgan agrees on is outsourced manufacturing, meaning that Apple isn’t likely to assemble its car. That creates an opportunity for some existing car marker to build more volume. What company would win, however, isanyone’s guess.\nWedbush analystDan Ives, who covers disruptive technology, which includes Apple and EV makerTesla(TSLA), is placing his bets onVolkswagen(VOW.Germany). “We assign a 85%-plus chance that Apple will announce an EV partnership/collaboration over the next 3 to 6 months,” wrote Ives in a recent report. “We continue to strongly believe that VW is a top candidate for an Apple EV partnership/JV given the company’s modular factory footprint as well as the keyQuantumScapeownership.”\nQuantumScape (QS) is pioneering solid-state lithium anode batteries that promise to improve electric-vehicle range and safety, while lowering costs and charge time.\nApple car hopes aren’t affecting investors much yet. Since new reports of a possible Apple car surfaced in December, GM and Tesla shares are up about 26% and 10%, respectively. TheS&P 500andDow Jones Industrial Average,for comparison, are up about 5% and 4%, respectively. Apple shares are down about 6%.\nInvestors, it appears, have other more pressing issues on their minds.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":368847315,"gmtCreate":1614312451737,"gmtModify":1704770516391,"author":{"id":"3573628867735517","authorId":"3573628867735517","name":"wenns","avatar":"https://static.tigerbbs.com/56a10a99293efcd3e1e25084a2bcecbf","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3573628867735517","idStr":"3573628867735517"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/368847315","repostId":1165777611,"repostType":4,"repost":{"id":"1165777611","pubTimestamp":1614247990,"share":"https://ttm.financial/m/news/1165777611?lang=&edition=fundamental","pubTime":"2021-02-25 18:13","market":"us","language":"en","title":"Wall Street Is Obsessed With an Apple Car. Why Tech Analysts Might Be Too Excited.","url":"https://stock-news.laohu8.com/highlight/detail?id=1165777611","media":"Barrons","summary":"Implications of Apple’s entry into the car business continues to generate muchspeculationand manyana","content":"<p>Implications of Apple’s entry into the car business continues to generate muchspeculationand manyanalyst reportsfrom various stockbrokerage firms. Piper Sandler weighed into the debate Wednesday, saying an Apple car makes perfect sense. Investors, however, should remember that producing an automobile is very, very different from making a smartphone.</p>\n<p>Piper tech analystHarsh Kumarsays the timing is right for an&nbsp;Apple&nbsp;(ticker: AAPL) car. “The company can enter the market at a time of peak technology disruption while avoiding the risk of forming the market,” wrote the analyst in a Wednesday research report. Electric vehicles are proliferating, and autonomous driving technology is advancing. Cars will drive and feel different in the future—an Apple car would likely be an all-electric vehicle with self-driving options.</p>\n<p>Apple has so far declined to comment about any car plans recently.</p>\n<p>Kumar covers Apple and other technology stocks. His 23-page report dives deep into the auto business—for tech investors. Industry size and market segmentation between, say, luxury cars and economy sedans, covered in his report, are par for the course in auto research.</p>\n<p>He assumes Apple, down the road, will sell 100,000 cars in year one. That might be aggressive.NIO(NIO),Li Auto(LI), andXPeng(XPEV) are threeEV startupsthat have been in business for years. They managed to sell about 100,000 vehicles on a combined basis in 2020. Kumar thinks Apple can be delivering 1 million cars by 2030.</p>\n<p>For tech analysts at this point, the Apple car appears to be an exercise in fun with numbers. They are attracted to the huge market size: New car sales top $2.5 trillion annually. But auto analysts’ enthusiasm for an Apple vehicle is more tempered, and perhaps for good reason.</p>\n<p>One factor that might hamper Apple’s ambitions is that cars are, of course, significantly more expensive than phones, making the purchase decision very different. In addition, “the regulatory side of the auto business is brutal and takes years to get through,” Benchmark auto analystMike Wardtells<i>Barron’s</i>.</p>\n<p>Ward says he isn’t hearing Apple buzz in the auto industry. It’s “pretty tough to keep that quiet in the auto industry—thousands of suppliers, [government] approvals, the size of the factory needed, etc.” He isn’t saying it can’t happen, but it is harder than many investors might expect.</p>\n<p>Morgan Stanley analystAdam Jonasalso covers cars mainly. He doesn’t appear certain an Apple car is on the way, but if one does show up, “don’t expect steering wheels.” That means full self-driving, which also means the Apple car is still years away.</p>\n<p>He believes an Apple car can accelerate EV penetration. That could help existing auto makers with more progressive approaches to the EV market. But higher penetration isn’t a panacea for the car business. “At some point, today’s EV players must share the sandbox,” wrote the analyst in a recent report.</p>\n<p>That threat isn’t affecting his ratings on competitors yet. He rate Tesla stock Buy and callsGeneral Motors(GM) a top pick.</p>\n<p>J.P. Morgan‘s tech and car teams produced a joint report recently, and they don’t see an Apple car coming soon. They agreed if an Apple car is on the way, it will be delayed until full self-driving capability is more widely available.Robotaxi services, which can handle city driving, are planned in the next couple of years. But full self-driving capabilities are farther away—the cost of sensors needs to fall, and the software still needs to improve.</p>\n<p>The firm’s U.S. auto analystRyan Brinkmanadded that a new competitor the size and strength of Apple is a negative for existing auto makers, but, like Ward, he hasn’t heard about any collaboration in the auto-supply base.</p>\n<p>Another thing J.P. Morgan agrees on is outsourced manufacturing, meaning that Apple isn’t likely to assemble its car. That creates an opportunity for some existing car marker to build more volume. What company would win, however, isanyone’s guess.</p>\n<p>Wedbush analystDan Ives, who covers disruptive technology, which includes Apple and EV makerTesla(TSLA), is placing his bets onVolkswagen(VOW.Germany). “We assign a 85%-plus chance that Apple will announce an EV partnership/collaboration over the next 3 to 6 months,” wrote Ives in a recent report. “We continue to strongly believe that VW is a top candidate for an Apple EV partnership/JV given the company’s modular factory footprint as well as the keyQuantumScapeownership.”</p>\n<p>QuantumScape&nbsp;(QS) is&nbsp;pioneering&nbsp;solid-state lithium anode batteries that promise to improve electric-vehicle range and safety, while lowering costs and charge time.</p>\n<p>Apple car hopes aren’t affecting investors much yet. Since new reports of a possible Apple car surfaced in December, GM and Tesla shares are up about 26% and 10%, respectively. TheS&amp;P 500andDow Jones Industrial Average,for comparison, are up about 5% and 4%, respectively. Apple shares are down about 6%.</p>\n<p>Investors, it appears, have other more pressing issues on their minds.</p>","source":"lsy1601382232898","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>Wall Street Is Obsessed With an Apple Car. 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Why Tech Analysts Might Be Too Excited.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 18:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/wall-street-apple-stock-ev-tech-car-51614187099?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Implications of Apple’s entry into the car business continues to generate muchspeculationand manyanalyst reportsfrom various stockbrokerage firms. Piper Sandler weighed into the debate Wednesday, ...</p>\n\n<a href=\"https://www.barrons.com/articles/wall-street-apple-stock-ev-tech-car-51614187099?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/wall-street-apple-stock-ev-tech-car-51614187099?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165777611","content_text":"Implications of Apple’s entry into the car business continues to generate muchspeculationand manyanalyst reportsfrom various stockbrokerage firms. Piper Sandler weighed into the debate Wednesday, saying an Apple car makes perfect sense. Investors, however, should remember that producing an automobile is very, very different from making a smartphone.\nPiper tech analystHarsh Kumarsays the timing is right for an Apple (ticker: AAPL) car. “The company can enter the market at a time of peak technology disruption while avoiding the risk of forming the market,” wrote the analyst in a Wednesday research report. Electric vehicles are proliferating, and autonomous driving technology is advancing. Cars will drive and feel different in the future—an Apple car would likely be an all-electric vehicle with self-driving options.\nApple has so far declined to comment about any car plans recently.\nKumar covers Apple and other technology stocks. His 23-page report dives deep into the auto business—for tech investors. Industry size and market segmentation between, say, luxury cars and economy sedans, covered in his report, are par for the course in auto research.\nHe assumes Apple, down the road, will sell 100,000 cars in year one. That might be aggressive.NIO(NIO),Li Auto(LI), andXPeng(XPEV) are threeEV startupsthat have been in business for years. They managed to sell about 100,000 vehicles on a combined basis in 2020. Kumar thinks Apple can be delivering 1 million cars by 2030.\nFor tech analysts at this point, the Apple car appears to be an exercise in fun with numbers. They are attracted to the huge market size: New car sales top $2.5 trillion annually. But auto analysts’ enthusiasm for an Apple vehicle is more tempered, and perhaps for good reason.\nOne factor that might hamper Apple’s ambitions is that cars are, of course, significantly more expensive than phones, making the purchase decision very different. In addition, “the regulatory side of the auto business is brutal and takes years to get through,” Benchmark auto analystMike WardtellsBarron’s.\nWard says he isn’t hearing Apple buzz in the auto industry. It’s “pretty tough to keep that quiet in the auto industry—thousands of suppliers, [government] approvals, the size of the factory needed, etc.” He isn’t saying it can’t happen, but it is harder than many investors might expect.\nMorgan Stanley analystAdam Jonasalso covers cars mainly. He doesn’t appear certain an Apple car is on the way, but if one does show up, “don’t expect steering wheels.” That means full self-driving, which also means the Apple car is still years away.\nHe believes an Apple car can accelerate EV penetration. That could help existing auto makers with more progressive approaches to the EV market. But higher penetration isn’t a panacea for the car business. “At some point, today’s EV players must share the sandbox,” wrote the analyst in a recent report.\nThat threat isn’t affecting his ratings on competitors yet. He rate Tesla stock Buy and callsGeneral Motors(GM) a top pick.\nJ.P. Morgan‘s tech and car teams produced a joint report recently, and they don’t see an Apple car coming soon. They agreed if an Apple car is on the way, it will be delayed until full self-driving capability is more widely available.Robotaxi services, which can handle city driving, are planned in the next couple of years. But full self-driving capabilities are farther away—the cost of sensors needs to fall, and the software still needs to improve.\nThe firm’s U.S. auto analystRyan Brinkmanadded that a new competitor the size and strength of Apple is a negative for existing auto makers, but, like Ward, he hasn’t heard about any collaboration in the auto-supply base.\nAnother thing J.P. Morgan agrees on is outsourced manufacturing, meaning that Apple isn’t likely to assemble its car. That creates an opportunity for some existing car marker to build more volume. What company would win, however, isanyone’s guess.\nWedbush analystDan Ives, who covers disruptive technology, which includes Apple and EV makerTesla(TSLA), is placing his bets onVolkswagen(VOW.Germany). “We assign a 85%-plus chance that Apple will announce an EV partnership/collaboration over the next 3 to 6 months,” wrote Ives in a recent report. “We continue to strongly believe that VW is a top candidate for an Apple EV partnership/JV given the company’s modular factory footprint as well as the keyQuantumScapeownership.”\nQuantumScape (QS) is pioneering solid-state lithium anode batteries that promise to improve electric-vehicle range and safety, while lowering costs and charge time.\nApple car hopes aren’t affecting investors much yet. Since new reports of a possible Apple car surfaced in December, GM and Tesla shares are up about 26% and 10%, respectively. TheS&P 500andDow Jones Industrial Average,for comparison, are up about 5% and 4%, respectively. Apple shares are down about 6%.\nInvestors, it appears, have other more pressing issues on their minds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3668028,"gmtCreate":1614313349822,"gmtModify":1680778413228,"authorId":3569232528431910,"author":{"id":3569232528431910,"idStr":"3569232528431910","authorId":3569232528431910,"name":"Kelzz","avatar":"https://static.tigerbbs.com/ae9c1aa2f12f5072e158a0f61fabb3e4","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":368847315,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"CN"},{"id":368822099,"gmtCreate":1614309899011,"gmtModify":1704770486377,"author":{"id":"3554690739454545","authorId":"3554690739454545","name":"Shifeng","avatar":"https://static.tigerbbs.com/7eba636a69f64b047187455fad28835a","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3554690739454545","idStr":"3554690739454545"},"htmlText":"Tech is good for society doesn’t means to shareholders?! Is there a conflict of interest?&nbsp;","listText":"Tech is good for society doesn’t means to shareholders?! Is there a conflict of interest?&nbsp;","text":"Tech is good for society doesn’t means to shareholders?! Is there a conflict of interest?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368822099","repostId":1165777611,"repostType":4,"repost":{"id":"1165777611","pubTimestamp":1614247990,"share":"https://ttm.financial/m/news/1165777611?lang=&edition=fundamental","pubTime":"2021-02-25 18:13","market":"us","language":"en","title":"Wall Street Is Obsessed With an Apple Car. Why Tech Analysts Might Be Too Excited.","url":"https://stock-news.laohu8.com/highlight/detail?id=1165777611","media":"Barrons","summary":"Implications of Apple’s entry into the car business continues to generate muchspeculationand manyana","content":"<p>Implications of Apple’s entry into the car business continues to generate muchspeculationand manyanalyst reportsfrom various stockbrokerage firms. Piper Sandler weighed into the debate Wednesday, saying an Apple car makes perfect sense. Investors, however, should remember that producing an automobile is very, very different from making a smartphone.</p>\n<p>Piper tech analystHarsh Kumarsays the timing is right for an&nbsp;Apple&nbsp;(ticker: AAPL) car. “The company can enter the market at a time of peak technology disruption while avoiding the risk of forming the market,” wrote the analyst in a Wednesday research report. Electric vehicles are proliferating, and autonomous driving technology is advancing. Cars will drive and feel different in the future—an Apple car would likely be an all-electric vehicle with self-driving options.</p>\n<p>Apple has so far declined to comment about any car plans recently.</p>\n<p>Kumar covers Apple and other technology stocks. His 23-page report dives deep into the auto business—for tech investors. Industry size and market segmentation between, say, luxury cars and economy sedans, covered in his report, are par for the course in auto research.</p>\n<p>He assumes Apple, down the road, will sell 100,000 cars in year one. That might be aggressive.NIO(NIO),Li Auto(LI), andXPeng(XPEV) are threeEV startupsthat have been in business for years. They managed to sell about 100,000 vehicles on a combined basis in 2020. Kumar thinks Apple can be delivering 1 million cars by 2030.</p>\n<p>For tech analysts at this point, the Apple car appears to be an exercise in fun with numbers. They are attracted to the huge market size: New car sales top $2.5 trillion annually. But auto analysts’ enthusiasm for an Apple vehicle is more tempered, and perhaps for good reason.</p>\n<p>One factor that might hamper Apple’s ambitions is that cars are, of course, significantly more expensive than phones, making the purchase decision very different. In addition, “the regulatory side of the auto business is brutal and takes years to get through,” Benchmark auto analystMike Wardtells<i>Barron’s</i>.</p>\n<p>Ward says he isn’t hearing Apple buzz in the auto industry. It’s “pretty tough to keep that quiet in the auto industry—thousands of suppliers, [government] approvals, the size of the factory needed, etc.” He isn’t saying it can’t happen, but it is harder than many investors might expect.</p>\n<p>Morgan Stanley analystAdam Jonasalso covers cars mainly. He doesn’t appear certain an Apple car is on the way, but if one does show up, “don’t expect steering wheels.” That means full self-driving, which also means the Apple car is still years away.</p>\n<p>He believes an Apple car can accelerate EV penetration. That could help existing auto makers with more progressive approaches to the EV market. But higher penetration isn’t a panacea for the car business. “At some point, today’s EV players must share the sandbox,” wrote the analyst in a recent report.</p>\n<p>That threat isn’t affecting his ratings on competitors yet. He rate Tesla stock Buy and callsGeneral Motors(GM) a top pick.</p>\n<p>J.P. Morgan‘s tech and car teams produced a joint report recently, and they don’t see an Apple car coming soon. They agreed if an Apple car is on the way, it will be delayed until full self-driving capability is more widely available.Robotaxi services, which can handle city driving, are planned in the next couple of years. But full self-driving capabilities are farther away—the cost of sensors needs to fall, and the software still needs to improve.</p>\n<p>The firm’s U.S. auto analystRyan Brinkmanadded that a new competitor the size and strength of Apple is a negative for existing auto makers, but, like Ward, he hasn’t heard about any collaboration in the auto-supply base.</p>\n<p>Another thing J.P. Morgan agrees on is outsourced manufacturing, meaning that Apple isn’t likely to assemble its car. That creates an opportunity for some existing car marker to build more volume. What company would win, however, isanyone’s guess.</p>\n<p>Wedbush analystDan Ives, who covers disruptive technology, which includes Apple and EV makerTesla(TSLA), is placing his bets onVolkswagen(VOW.Germany). “We assign a 85%-plus chance that Apple will announce an EV partnership/collaboration over the next 3 to 6 months,” wrote Ives in a recent report. “We continue to strongly believe that VW is a top candidate for an Apple EV partnership/JV given the company’s modular factory footprint as well as the keyQuantumScapeownership.”</p>\n<p>QuantumScape&nbsp;(QS) is&nbsp;pioneering&nbsp;solid-state lithium anode batteries that promise to improve electric-vehicle range and safety, while lowering costs and charge time.</p>\n<p>Apple car hopes aren’t affecting investors much yet. Since new reports of a possible Apple car surfaced in December, GM and Tesla shares are up about 26% and 10%, respectively. TheS&amp;P 500andDow Jones Industrial Average,for comparison, are up about 5% and 4%, respectively. Apple shares are down about 6%.</p>\n<p>Investors, it appears, have other more pressing issues on their minds.</p>","source":"lsy1601382232898","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>Wall Street Is Obsessed With an Apple Car. Why Tech Analysts Might Be Too Excited.</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\">\nWall Street Is Obsessed With an Apple Car. Why Tech Analysts Might Be Too Excited.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 18:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/wall-street-apple-stock-ev-tech-car-51614187099?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Implications of Apple’s entry into the car business continues to generate muchspeculationand manyanalyst reportsfrom various stockbrokerage firms. Piper Sandler weighed into the debate Wednesday, ...</p>\n\n<a href=\"https://www.barrons.com/articles/wall-street-apple-stock-ev-tech-car-51614187099?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/wall-street-apple-stock-ev-tech-car-51614187099?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165777611","content_text":"Implications of Apple’s entry into the car business continues to generate muchspeculationand manyanalyst reportsfrom various stockbrokerage firms. Piper Sandler weighed into the debate Wednesday, saying an Apple car makes perfect sense. Investors, however, should remember that producing an automobile is very, very different from making a smartphone.\nPiper tech analystHarsh Kumarsays the timing is right for an Apple (ticker: AAPL) car. “The company can enter the market at a time of peak technology disruption while avoiding the risk of forming the market,” wrote the analyst in a Wednesday research report. Electric vehicles are proliferating, and autonomous driving technology is advancing. Cars will drive and feel different in the future—an Apple car would likely be an all-electric vehicle with self-driving options.\nApple has so far declined to comment about any car plans recently.\nKumar covers Apple and other technology stocks. His 23-page report dives deep into the auto business—for tech investors. Industry size and market segmentation between, say, luxury cars and economy sedans, covered in his report, are par for the course in auto research.\nHe assumes Apple, down the road, will sell 100,000 cars in year one. That might be aggressive.NIO(NIO),Li Auto(LI), andXPeng(XPEV) are threeEV startupsthat have been in business for years. They managed to sell about 100,000 vehicles on a combined basis in 2020. Kumar thinks Apple can be delivering 1 million cars by 2030.\nFor tech analysts at this point, the Apple car appears to be an exercise in fun with numbers. They are attracted to the huge market size: New car sales top $2.5 trillion annually. But auto analysts’ enthusiasm for an Apple vehicle is more tempered, and perhaps for good reason.\nOne factor that might hamper Apple’s ambitions is that cars are, of course, significantly more expensive than phones, making the purchase decision very different. In addition, “the regulatory side of the auto business is brutal and takes years to get through,” Benchmark auto analystMike WardtellsBarron’s.\nWard says he isn’t hearing Apple buzz in the auto industry. It’s “pretty tough to keep that quiet in the auto industry—thousands of suppliers, [government] approvals, the size of the factory needed, etc.” He isn’t saying it can’t happen, but it is harder than many investors might expect.\nMorgan Stanley analystAdam Jonasalso covers cars mainly. He doesn’t appear certain an Apple car is on the way, but if one does show up, “don’t expect steering wheels.” That means full self-driving, which also means the Apple car is still years away.\nHe believes an Apple car can accelerate EV penetration. That could help existing auto makers with more progressive approaches to the EV market. But higher penetration isn’t a panacea for the car business. “At some point, today’s EV players must share the sandbox,” wrote the analyst in a recent report.\nThat threat isn’t affecting his ratings on competitors yet. He rate Tesla stock Buy and callsGeneral Motors(GM) a top pick.\nJ.P. Morgan‘s tech and car teams produced a joint report recently, and they don’t see an Apple car coming soon. They agreed if an Apple car is on the way, it will be delayed until full self-driving capability is more widely available.Robotaxi services, which can handle city driving, are planned in the next couple of years. But full self-driving capabilities are farther away—the cost of sensors needs to fall, and the software still needs to improve.\nThe firm’s U.S. auto analystRyan Brinkmanadded that a new competitor the size and strength of Apple is a negative for existing auto makers, but, like Ward, he hasn’t heard about any collaboration in the auto-supply base.\nAnother thing J.P. Morgan agrees on is outsourced manufacturing, meaning that Apple isn’t likely to assemble its car. That creates an opportunity for some existing car marker to build more volume. What company would win, however, isanyone’s guess.\nWedbush analystDan Ives, who covers disruptive technology, which includes Apple and EV makerTesla(TSLA), is placing his bets onVolkswagen(VOW.Germany). “We assign a 85%-plus chance that Apple will announce an EV partnership/collaboration over the next 3 to 6 months,” wrote Ives in a recent report. “We continue to strongly believe that VW is a top candidate for an Apple EV partnership/JV given the company’s modular factory footprint as well as the keyQuantumScapeownership.”\nQuantumScape (QS) is pioneering solid-state lithium anode batteries that promise to improve electric-vehicle range and safety, while lowering costs and charge time.\nApple car hopes aren’t affecting investors much yet. Since new reports of a possible Apple car surfaced in December, GM and Tesla shares are up about 26% and 10%, respectively. TheS&P 500andDow Jones Industrial Average,for comparison, are up about 5% and 4%, respectively. Apple shares are down about 6%.\nInvestors, it appears, have other more pressing issues on their minds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":368175832,"gmtCreate":1614304163826,"gmtModify":1704770390204,"author":{"id":"3576728357666184","authorId":"3576728357666184","name":"Dirui","avatar":"https://static.tigerbbs.com/028fdb43f6018331c0e01e03918d42c9","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3576728357666184","idStr":"3576728357666184"},"htmlText":"Looking forward to owning one.&nbsp;","listText":"Looking forward to owning one.&nbsp;","text":"Looking forward to owning one.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368175832","repostId":1165777611,"repostType":4,"repost":{"id":"1165777611","pubTimestamp":1614247990,"share":"https://ttm.financial/m/news/1165777611?lang=&edition=fundamental","pubTime":"2021-02-25 18:13","market":"us","language":"en","title":"Wall Street Is Obsessed With an Apple Car. Why Tech Analysts Might Be Too Excited.","url":"https://stock-news.laohu8.com/highlight/detail?id=1165777611","media":"Barrons","summary":"Implications of Apple’s entry into the car business continues to generate muchspeculationand manyana","content":"<p>Implications of Apple’s entry into the car business continues to generate muchspeculationand manyanalyst reportsfrom various stockbrokerage firms. Piper Sandler weighed into the debate Wednesday, saying an Apple car makes perfect sense. Investors, however, should remember that producing an automobile is very, very different from making a smartphone.</p>\n<p>Piper tech analystHarsh Kumarsays the timing is right for an&nbsp;Apple&nbsp;(ticker: AAPL) car. “The company can enter the market at a time of peak technology disruption while avoiding the risk of forming the market,” wrote the analyst in a Wednesday research report. Electric vehicles are proliferating, and autonomous driving technology is advancing. Cars will drive and feel different in the future—an Apple car would likely be an all-electric vehicle with self-driving options.</p>\n<p>Apple has so far declined to comment about any car plans recently.</p>\n<p>Kumar covers Apple and other technology stocks. His 23-page report dives deep into the auto business—for tech investors. Industry size and market segmentation between, say, luxury cars and economy sedans, covered in his report, are par for the course in auto research.</p>\n<p>He assumes Apple, down the road, will sell 100,000 cars in year one. That might be aggressive.NIO(NIO),Li Auto(LI), andXPeng(XPEV) are threeEV startupsthat have been in business for years. They managed to sell about 100,000 vehicles on a combined basis in 2020. Kumar thinks Apple can be delivering 1 million cars by 2030.</p>\n<p>For tech analysts at this point, the Apple car appears to be an exercise in fun with numbers. They are attracted to the huge market size: New car sales top $2.5 trillion annually. But auto analysts’ enthusiasm for an Apple vehicle is more tempered, and perhaps for good reason.</p>\n<p>One factor that might hamper Apple’s ambitions is that cars are, of course, significantly more expensive than phones, making the purchase decision very different. In addition, “the regulatory side of the auto business is brutal and takes years to get through,” Benchmark auto analystMike Wardtells<i>Barron’s</i>.</p>\n<p>Ward says he isn’t hearing Apple buzz in the auto industry. It’s “pretty tough to keep that quiet in the auto industry—thousands of suppliers, [government] approvals, the size of the factory needed, etc.” He isn’t saying it can’t happen, but it is harder than many investors might expect.</p>\n<p>Morgan Stanley analystAdam Jonasalso covers cars mainly. He doesn’t appear certain an Apple car is on the way, but if one does show up, “don’t expect steering wheels.” That means full self-driving, which also means the Apple car is still years away.</p>\n<p>He believes an Apple car can accelerate EV penetration. That could help existing auto makers with more progressive approaches to the EV market. But higher penetration isn’t a panacea for the car business. “At some point, today’s EV players must share the sandbox,” wrote the analyst in a recent report.</p>\n<p>That threat isn’t affecting his ratings on competitors yet. He rate Tesla stock Buy and callsGeneral Motors(GM) a top pick.</p>\n<p>J.P. Morgan‘s tech and car teams produced a joint report recently, and they don’t see an Apple car coming soon. They agreed if an Apple car is on the way, it will be delayed until full self-driving capability is more widely available.Robotaxi services, which can handle city driving, are planned in the next couple of years. But full self-driving capabilities are farther away—the cost of sensors needs to fall, and the software still needs to improve.</p>\n<p>The firm’s U.S. auto analystRyan Brinkmanadded that a new competitor the size and strength of Apple is a negative for existing auto makers, but, like Ward, he hasn’t heard about any collaboration in the auto-supply base.</p>\n<p>Another thing J.P. Morgan agrees on is outsourced manufacturing, meaning that Apple isn’t likely to assemble its car. That creates an opportunity for some existing car marker to build more volume. What company would win, however, isanyone’s guess.</p>\n<p>Wedbush analystDan Ives, who covers disruptive technology, which includes Apple and EV makerTesla(TSLA), is placing his bets onVolkswagen(VOW.Germany). “We assign a 85%-plus chance that Apple will announce an EV partnership/collaboration over the next 3 to 6 months,” wrote Ives in a recent report. “We continue to strongly believe that VW is a top candidate for an Apple EV partnership/JV given the company’s modular factory footprint as well as the keyQuantumScapeownership.”</p>\n<p>QuantumScape&nbsp;(QS) is&nbsp;pioneering&nbsp;solid-state lithium anode batteries that promise to improve electric-vehicle range and safety, while lowering costs and charge time.</p>\n<p>Apple car hopes aren’t affecting investors much yet. Since new reports of a possible Apple car surfaced in December, GM and Tesla shares are up about 26% and 10%, respectively. TheS&amp;P 500andDow Jones Industrial Average,for comparison, are up about 5% and 4%, respectively. Apple shares are down about 6%.</p>\n<p>Investors, it appears, have other more pressing issues on their minds.</p>","source":"lsy1601382232898","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>Wall Street Is Obsessed With an Apple Car. Why Tech Analysts Might Be Too Excited.</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\">\nWall Street Is Obsessed With an Apple Car. Why Tech Analysts Might Be Too Excited.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 18:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/wall-street-apple-stock-ev-tech-car-51614187099?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Implications of Apple’s entry into the car business continues to generate muchspeculationand manyanalyst reportsfrom various stockbrokerage firms. Piper Sandler weighed into the debate Wednesday, ...</p>\n\n<a href=\"https://www.barrons.com/articles/wall-street-apple-stock-ev-tech-car-51614187099?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/wall-street-apple-stock-ev-tech-car-51614187099?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165777611","content_text":"Implications of Apple’s entry into the car business continues to generate muchspeculationand manyanalyst reportsfrom various stockbrokerage firms. Piper Sandler weighed into the debate Wednesday, saying an Apple car makes perfect sense. Investors, however, should remember that producing an automobile is very, very different from making a smartphone.\nPiper tech analystHarsh Kumarsays the timing is right for an Apple (ticker: AAPL) car. “The company can enter the market at a time of peak technology disruption while avoiding the risk of forming the market,” wrote the analyst in a Wednesday research report. Electric vehicles are proliferating, and autonomous driving technology is advancing. Cars will drive and feel different in the future—an Apple car would likely be an all-electric vehicle with self-driving options.\nApple has so far declined to comment about any car plans recently.\nKumar covers Apple and other technology stocks. His 23-page report dives deep into the auto business—for tech investors. Industry size and market segmentation between, say, luxury cars and economy sedans, covered in his report, are par for the course in auto research.\nHe assumes Apple, down the road, will sell 100,000 cars in year one. That might be aggressive.NIO(NIO),Li Auto(LI), andXPeng(XPEV) are threeEV startupsthat have been in business for years. They managed to sell about 100,000 vehicles on a combined basis in 2020. Kumar thinks Apple can be delivering 1 million cars by 2030.\nFor tech analysts at this point, the Apple car appears to be an exercise in fun with numbers. They are attracted to the huge market size: New car sales top $2.5 trillion annually. But auto analysts’ enthusiasm for an Apple vehicle is more tempered, and perhaps for good reason.\nOne factor that might hamper Apple’s ambitions is that cars are, of course, significantly more expensive than phones, making the purchase decision very different. In addition, “the regulatory side of the auto business is brutal and takes years to get through,” Benchmark auto analystMike WardtellsBarron’s.\nWard says he isn’t hearing Apple buzz in the auto industry. It’s “pretty tough to keep that quiet in the auto industry—thousands of suppliers, [government] approvals, the size of the factory needed, etc.” He isn’t saying it can’t happen, but it is harder than many investors might expect.\nMorgan Stanley analystAdam Jonasalso covers cars mainly. He doesn’t appear certain an Apple car is on the way, but if one does show up, “don’t expect steering wheels.” That means full self-driving, which also means the Apple car is still years away.\nHe believes an Apple car can accelerate EV penetration. That could help existing auto makers with more progressive approaches to the EV market. But higher penetration isn’t a panacea for the car business. “At some point, today’s EV players must share the sandbox,” wrote the analyst in a recent report.\nThat threat isn’t affecting his ratings on competitors yet. He rate Tesla stock Buy and callsGeneral Motors(GM) a top pick.\nJ.P. Morgan‘s tech and car teams produced a joint report recently, and they don’t see an Apple car coming soon. They agreed if an Apple car is on the way, it will be delayed until full self-driving capability is more widely available.Robotaxi services, which can handle city driving, are planned in the next couple of years. But full self-driving capabilities are farther away—the cost of sensors needs to fall, and the software still needs to improve.\nThe firm’s U.S. auto analystRyan Brinkmanadded that a new competitor the size and strength of Apple is a negative for existing auto makers, but, like Ward, he hasn’t heard about any collaboration in the auto-supply base.\nAnother thing J.P. Morgan agrees on is outsourced manufacturing, meaning that Apple isn’t likely to assemble its car. That creates an opportunity for some existing car marker to build more volume. What company would win, however, isanyone’s guess.\nWedbush analystDan Ives, who covers disruptive technology, which includes Apple and EV makerTesla(TSLA), is placing his bets onVolkswagen(VOW.Germany). “We assign a 85%-plus chance that Apple will announce an EV partnership/collaboration over the next 3 to 6 months,” wrote Ives in a recent report. “We continue to strongly believe that VW is a top candidate for an Apple EV partnership/JV given the company’s modular factory footprint as well as the keyQuantumScapeownership.”\nQuantumScape (QS) is pioneering solid-state lithium anode batteries that promise to improve electric-vehicle range and safety, while lowering costs and charge time.\nApple car hopes aren’t affecting investors much yet. Since new reports of a possible Apple car surfaced in December, GM and Tesla shares are up about 26% and 10%, respectively. TheS&P 500andDow Jones Industrial Average,for comparison, are up about 5% and 4%, respectively. Apple shares are down about 6%.\nInvestors, it appears, have other more pressing issues on their minds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":368172086,"gmtCreate":1614304048545,"gmtModify":1704770388912,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3563577781679506","idStr":"3563577781679506"},"htmlText":"Apple let’s go !&nbsp;","listText":"Apple let’s go !&nbsp;","text":"Apple let’s go !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/368172086","repostId":1165777611,"repostType":4,"repost":{"id":"1165777611","pubTimestamp":1614247990,"share":"https://ttm.financial/m/news/1165777611?lang=&edition=fundamental","pubTime":"2021-02-25 18:13","market":"us","language":"en","title":"Wall Street Is Obsessed With an Apple Car. Why Tech Analysts Might Be Too Excited.","url":"https://stock-news.laohu8.com/highlight/detail?id=1165777611","media":"Barrons","summary":"Implications of Apple’s entry into the car business continues to generate muchspeculationand manyana","content":"<p>Implications of Apple’s entry into the car business continues to generate muchspeculationand manyanalyst reportsfrom various stockbrokerage firms. Piper Sandler weighed into the debate Wednesday, saying an Apple car makes perfect sense. Investors, however, should remember that producing an automobile is very, very different from making a smartphone.</p>\n<p>Piper tech analystHarsh Kumarsays the timing is right for an&nbsp;Apple&nbsp;(ticker: AAPL) car. “The company can enter the market at a time of peak technology disruption while avoiding the risk of forming the market,” wrote the analyst in a Wednesday research report. Electric vehicles are proliferating, and autonomous driving technology is advancing. Cars will drive and feel different in the future—an Apple car would likely be an all-electric vehicle with self-driving options.</p>\n<p>Apple has so far declined to comment about any car plans recently.</p>\n<p>Kumar covers Apple and other technology stocks. His 23-page report dives deep into the auto business—for tech investors. Industry size and market segmentation between, say, luxury cars and economy sedans, covered in his report, are par for the course in auto research.</p>\n<p>He assumes Apple, down the road, will sell 100,000 cars in year one. That might be aggressive.NIO(NIO),Li Auto(LI), andXPeng(XPEV) are threeEV startupsthat have been in business for years. They managed to sell about 100,000 vehicles on a combined basis in 2020. Kumar thinks Apple can be delivering 1 million cars by 2030.</p>\n<p>For tech analysts at this point, the Apple car appears to be an exercise in fun with numbers. They are attracted to the huge market size: New car sales top $2.5 trillion annually. But auto analysts’ enthusiasm for an Apple vehicle is more tempered, and perhaps for good reason.</p>\n<p>One factor that might hamper Apple’s ambitions is that cars are, of course, significantly more expensive than phones, making the purchase decision very different. In addition, “the regulatory side of the auto business is brutal and takes years to get through,” Benchmark auto analystMike Wardtells<i>Barron’s</i>.</p>\n<p>Ward says he isn’t hearing Apple buzz in the auto industry. It’s “pretty tough to keep that quiet in the auto industry—thousands of suppliers, [government] approvals, the size of the factory needed, etc.” He isn’t saying it can’t happen, but it is harder than many investors might expect.</p>\n<p>Morgan Stanley analystAdam Jonasalso covers cars mainly. He doesn’t appear certain an Apple car is on the way, but if one does show up, “don’t expect steering wheels.” That means full self-driving, which also means the Apple car is still years away.</p>\n<p>He believes an Apple car can accelerate EV penetration. That could help existing auto makers with more progressive approaches to the EV market. But higher penetration isn’t a panacea for the car business. “At some point, today’s EV players must share the sandbox,” wrote the analyst in a recent report.</p>\n<p>That threat isn’t affecting his ratings on competitors yet. He rate Tesla stock Buy and callsGeneral Motors(GM) a top pick.</p>\n<p>J.P. Morgan‘s tech and car teams produced a joint report recently, and they don’t see an Apple car coming soon. They agreed if an Apple car is on the way, it will be delayed until full self-driving capability is more widely available.Robotaxi services, which can handle city driving, are planned in the next couple of years. But full self-driving capabilities are farther away—the cost of sensors needs to fall, and the software still needs to improve.</p>\n<p>The firm’s U.S. auto analystRyan Brinkmanadded that a new competitor the size and strength of Apple is a negative for existing auto makers, but, like Ward, he hasn’t heard about any collaboration in the auto-supply base.</p>\n<p>Another thing J.P. Morgan agrees on is outsourced manufacturing, meaning that Apple isn’t likely to assemble its car. That creates an opportunity for some existing car marker to build more volume. What company would win, however, isanyone’s guess.</p>\n<p>Wedbush analystDan Ives, who covers disruptive technology, which includes Apple and EV makerTesla(TSLA), is placing his bets onVolkswagen(VOW.Germany). “We assign a 85%-plus chance that Apple will announce an EV partnership/collaboration over the next 3 to 6 months,” wrote Ives in a recent report. “We continue to strongly believe that VW is a top candidate for an Apple EV partnership/JV given the company’s modular factory footprint as well as the keyQuantumScapeownership.”</p>\n<p>QuantumScape&nbsp;(QS) is&nbsp;pioneering&nbsp;solid-state lithium anode batteries that promise to improve electric-vehicle range and safety, while lowering costs and charge time.</p>\n<p>Apple car hopes aren’t affecting investors much yet. Since new reports of a possible Apple car surfaced in December, GM and Tesla shares are up about 26% and 10%, respectively. TheS&amp;P 500andDow Jones Industrial Average,for comparison, are up about 5% and 4%, respectively. Apple shares are down about 6%.</p>\n<p>Investors, it appears, have other more pressing issues on their minds.</p>","source":"lsy1601382232898","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>Wall Street Is Obsessed With an Apple Car. Why Tech Analysts Might Be Too Excited.</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\">\nWall Street Is Obsessed With an Apple Car. Why Tech Analysts Might Be Too Excited.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 18:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/wall-street-apple-stock-ev-tech-car-51614187099?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Implications of Apple’s entry into the car business continues to generate muchspeculationand manyanalyst reportsfrom various stockbrokerage firms. Piper Sandler weighed into the debate Wednesday, ...</p>\n\n<a href=\"https://www.barrons.com/articles/wall-street-apple-stock-ev-tech-car-51614187099?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/wall-street-apple-stock-ev-tech-car-51614187099?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165777611","content_text":"Implications of Apple’s entry into the car business continues to generate muchspeculationand manyanalyst reportsfrom various stockbrokerage firms. Piper Sandler weighed into the debate Wednesday, saying an Apple car makes perfect sense. Investors, however, should remember that producing an automobile is very, very different from making a smartphone.\nPiper tech analystHarsh Kumarsays the timing is right for an Apple (ticker: AAPL) car. “The company can enter the market at a time of peak technology disruption while avoiding the risk of forming the market,” wrote the analyst in a Wednesday research report. Electric vehicles are proliferating, and autonomous driving technology is advancing. Cars will drive and feel different in the future—an Apple car would likely be an all-electric vehicle with self-driving options.\nApple has so far declined to comment about any car plans recently.\nKumar covers Apple and other technology stocks. His 23-page report dives deep into the auto business—for tech investors. Industry size and market segmentation between, say, luxury cars and economy sedans, covered in his report, are par for the course in auto research.\nHe assumes Apple, down the road, will sell 100,000 cars in year one. That might be aggressive.NIO(NIO),Li Auto(LI), andXPeng(XPEV) are threeEV startupsthat have been in business for years. They managed to sell about 100,000 vehicles on a combined basis in 2020. Kumar thinks Apple can be delivering 1 million cars by 2030.\nFor tech analysts at this point, the Apple car appears to be an exercise in fun with numbers. They are attracted to the huge market size: New car sales top $2.5 trillion annually. But auto analysts’ enthusiasm for an Apple vehicle is more tempered, and perhaps for good reason.\nOne factor that might hamper Apple’s ambitions is that cars are, of course, significantly more expensive than phones, making the purchase decision very different. In addition, “the regulatory side of the auto business is brutal and takes years to get through,” Benchmark auto analystMike WardtellsBarron’s.\nWard says he isn’t hearing Apple buzz in the auto industry. It’s “pretty tough to keep that quiet in the auto industry—thousands of suppliers, [government] approvals, the size of the factory needed, etc.” He isn’t saying it can’t happen, but it is harder than many investors might expect.\nMorgan Stanley analystAdam Jonasalso covers cars mainly. He doesn’t appear certain an Apple car is on the way, but if one does show up, “don’t expect steering wheels.” That means full self-driving, which also means the Apple car is still years away.\nHe believes an Apple car can accelerate EV penetration. That could help existing auto makers with more progressive approaches to the EV market. But higher penetration isn’t a panacea for the car business. “At some point, today’s EV players must share the sandbox,” wrote the analyst in a recent report.\nThat threat isn’t affecting his ratings on competitors yet. He rate Tesla stock Buy and callsGeneral Motors(GM) a top pick.\nJ.P. Morgan‘s tech and car teams produced a joint report recently, and they don’t see an Apple car coming soon. They agreed if an Apple car is on the way, it will be delayed until full self-driving capability is more widely available.Robotaxi services, which can handle city driving, are planned in the next couple of years. But full self-driving capabilities are farther away—the cost of sensors needs to fall, and the software still needs to improve.\nThe firm’s U.S. auto analystRyan Brinkmanadded that a new competitor the size and strength of Apple is a negative for existing auto makers, but, like Ward, he hasn’t heard about any collaboration in the auto-supply base.\nAnother thing J.P. Morgan agrees on is outsourced manufacturing, meaning that Apple isn’t likely to assemble its car. That creates an opportunity for some existing car marker to build more volume. What company would win, however, isanyone’s guess.\nWedbush analystDan Ives, who covers disruptive technology, which includes Apple and EV makerTesla(TSLA), is placing his bets onVolkswagen(VOW.Germany). “We assign a 85%-plus chance that Apple will announce an EV partnership/collaboration over the next 3 to 6 months,” wrote Ives in a recent report. “We continue to strongly believe that VW is a top candidate for an Apple EV partnership/JV given the company’s modular factory footprint as well as the keyQuantumScapeownership.”\nQuantumScape (QS) is pioneering solid-state lithium anode batteries that promise to improve electric-vehicle range and safety, while lowering costs and charge time.\nApple car hopes aren’t affecting investors much yet. Since new reports of a possible Apple car surfaced in December, GM and Tesla shares are up about 26% and 10%, respectively. TheS&P 500andDow Jones Industrial Average,for comparison, are up about 5% and 4%, respectively. Apple shares are down about 6%.\nInvestors, it appears, have other more pressing issues on their minds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3666864,"gmtCreate":1614304062954,"gmtModify":1680778399467,"authorId":3563577781679506,"author":{"id":3563577781679506,"idStr":"3563577781679506","authorId":3563577781679506,"name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":368172086,"type":1,"supId":0,"prevId":0,"content":"GogoGo up up Up","text":"GogoGo up up Up","html":"GogoGo up up Up"}],"langContent":"EN"},{"id":368140035,"gmtCreate":1614302779727,"gmtModify":1704770367663,"author":{"id":"3573696373126010","authorId":"3573696373126010","name":"夜裡精靈","avatar":"https://static.tigerbbs.com/ac6266748095c04f49b888884069d798","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3573696373126010","idStr":"3573696373126010"},"htmlText":"Like any apple related stuff [開心]&nbsp;[開心]&nbsp;","listText":"Like any apple related stuff [開心]&nbsp;[開心]&nbsp;","text":"Like any apple related stuff [開心] [開心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/368140035","repostId":1165777611,"repostType":4,"repost":{"id":"1165777611","pubTimestamp":1614247990,"share":"https://ttm.financial/m/news/1165777611?lang=&edition=fundamental","pubTime":"2021-02-25 18:13","market":"us","language":"en","title":"Wall Street Is Obsessed With an Apple Car. Why Tech Analysts Might Be Too Excited.","url":"https://stock-news.laohu8.com/highlight/detail?id=1165777611","media":"Barrons","summary":"Implications of Apple’s entry into the car business continues to generate muchspeculationand manyana","content":"<p>Implications of Apple’s entry into the car business continues to generate muchspeculationand manyanalyst reportsfrom various stockbrokerage firms. Piper Sandler weighed into the debate Wednesday, saying an Apple car makes perfect sense. Investors, however, should remember that producing an automobile is very, very different from making a smartphone.</p>\n<p>Piper tech analystHarsh Kumarsays the timing is right for an&nbsp;Apple&nbsp;(ticker: AAPL) car. “The company can enter the market at a time of peak technology disruption while avoiding the risk of forming the market,” wrote the analyst in a Wednesday research report. Electric vehicles are proliferating, and autonomous driving technology is advancing. Cars will drive and feel different in the future—an Apple car would likely be an all-electric vehicle with self-driving options.</p>\n<p>Apple has so far declined to comment about any car plans recently.</p>\n<p>Kumar covers Apple and other technology stocks. His 23-page report dives deep into the auto business—for tech investors. Industry size and market segmentation between, say, luxury cars and economy sedans, covered in his report, are par for the course in auto research.</p>\n<p>He assumes Apple, down the road, will sell 100,000 cars in year one. That might be aggressive.NIO(NIO),Li Auto(LI), andXPeng(XPEV) are threeEV startupsthat have been in business for years. They managed to sell about 100,000 vehicles on a combined basis in 2020. Kumar thinks Apple can be delivering 1 million cars by 2030.</p>\n<p>For tech analysts at this point, the Apple car appears to be an exercise in fun with numbers. They are attracted to the huge market size: New car sales top $2.5 trillion annually. But auto analysts’ enthusiasm for an Apple vehicle is more tempered, and perhaps for good reason.</p>\n<p>One factor that might hamper Apple’s ambitions is that cars are, of course, significantly more expensive than phones, making the purchase decision very different. In addition, “the regulatory side of the auto business is brutal and takes years to get through,” Benchmark auto analystMike Wardtells<i>Barron’s</i>.</p>\n<p>Ward says he isn’t hearing Apple buzz in the auto industry. It’s “pretty tough to keep that quiet in the auto industry—thousands of suppliers, [government] approvals, the size of the factory needed, etc.” He isn’t saying it can’t happen, but it is harder than many investors might expect.</p>\n<p>Morgan Stanley analystAdam Jonasalso covers cars mainly. He doesn’t appear certain an Apple car is on the way, but if one does show up, “don’t expect steering wheels.” That means full self-driving, which also means the Apple car is still years away.</p>\n<p>He believes an Apple car can accelerate EV penetration. That could help existing auto makers with more progressive approaches to the EV market. But higher penetration isn’t a panacea for the car business. “At some point, today’s EV players must share the sandbox,” wrote the analyst in a recent report.</p>\n<p>That threat isn’t affecting his ratings on competitors yet. He rate Tesla stock Buy and callsGeneral Motors(GM) a top pick.</p>\n<p>J.P. Morgan‘s tech and car teams produced a joint report recently, and they don’t see an Apple car coming soon. They agreed if an Apple car is on the way, it will be delayed until full self-driving capability is more widely available.Robotaxi services, which can handle city driving, are planned in the next couple of years. But full self-driving capabilities are farther away—the cost of sensors needs to fall, and the software still needs to improve.</p>\n<p>The firm’s U.S. auto analystRyan Brinkmanadded that a new competitor the size and strength of Apple is a negative for existing auto makers, but, like Ward, he hasn’t heard about any collaboration in the auto-supply base.</p>\n<p>Another thing J.P. Morgan agrees on is outsourced manufacturing, meaning that Apple isn’t likely to assemble its car. That creates an opportunity for some existing car marker to build more volume. What company would win, however, isanyone’s guess.</p>\n<p>Wedbush analystDan Ives, who covers disruptive technology, which includes Apple and EV makerTesla(TSLA), is placing his bets onVolkswagen(VOW.Germany). “We assign a 85%-plus chance that Apple will announce an EV partnership/collaboration over the next 3 to 6 months,” wrote Ives in a recent report. “We continue to strongly believe that VW is a top candidate for an Apple EV partnership/JV given the company’s modular factory footprint as well as the keyQuantumScapeownership.”</p>\n<p>QuantumScape&nbsp;(QS) is&nbsp;pioneering&nbsp;solid-state lithium anode batteries that promise to improve electric-vehicle range and safety, while lowering costs and charge time.</p>\n<p>Apple car hopes aren’t affecting investors much yet. Since new reports of a possible Apple car surfaced in December, GM and Tesla shares are up about 26% and 10%, respectively. TheS&amp;P 500andDow Jones Industrial Average,for comparison, are up about 5% and 4%, respectively. Apple shares are down about 6%.</p>\n<p>Investors, it appears, have other more pressing issues on their minds.</p>","source":"lsy1601382232898","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>Wall Street Is Obsessed With an Apple Car. Why Tech Analysts Might Be Too Excited.</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\">\nWall Street Is Obsessed With an Apple Car. Why Tech Analysts Might Be Too Excited.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 18:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/wall-street-apple-stock-ev-tech-car-51614187099?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Implications of Apple’s entry into the car business continues to generate muchspeculationand manyanalyst reportsfrom various stockbrokerage firms. Piper Sandler weighed into the debate Wednesday, ...</p>\n\n<a href=\"https://www.barrons.com/articles/wall-street-apple-stock-ev-tech-car-51614187099?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/wall-street-apple-stock-ev-tech-car-51614187099?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165777611","content_text":"Implications of Apple’s entry into the car business continues to generate muchspeculationand manyanalyst reportsfrom various stockbrokerage firms. Piper Sandler weighed into the debate Wednesday, saying an Apple car makes perfect sense. Investors, however, should remember that producing an automobile is very, very different from making a smartphone.\nPiper tech analystHarsh Kumarsays the timing is right for an Apple (ticker: AAPL) car. “The company can enter the market at a time of peak technology disruption while avoiding the risk of forming the market,” wrote the analyst in a Wednesday research report. Electric vehicles are proliferating, and autonomous driving technology is advancing. Cars will drive and feel different in the future—an Apple car would likely be an all-electric vehicle with self-driving options.\nApple has so far declined to comment about any car plans recently.\nKumar covers Apple and other technology stocks. His 23-page report dives deep into the auto business—for tech investors. Industry size and market segmentation between, say, luxury cars and economy sedans, covered in his report, are par for the course in auto research.\nHe assumes Apple, down the road, will sell 100,000 cars in year one. That might be aggressive.NIO(NIO),Li Auto(LI), andXPeng(XPEV) are threeEV startupsthat have been in business for years. They managed to sell about 100,000 vehicles on a combined basis in 2020. Kumar thinks Apple can be delivering 1 million cars by 2030.\nFor tech analysts at this point, the Apple car appears to be an exercise in fun with numbers. They are attracted to the huge market size: New car sales top $2.5 trillion annually. But auto analysts’ enthusiasm for an Apple vehicle is more tempered, and perhaps for good reason.\nOne factor that might hamper Apple’s ambitions is that cars are, of course, significantly more expensive than phones, making the purchase decision very different. In addition, “the regulatory side of the auto business is brutal and takes years to get through,” Benchmark auto analystMike WardtellsBarron’s.\nWard says he isn’t hearing Apple buzz in the auto industry. It’s “pretty tough to keep that quiet in the auto industry—thousands of suppliers, [government] approvals, the size of the factory needed, etc.” He isn’t saying it can’t happen, but it is harder than many investors might expect.\nMorgan Stanley analystAdam Jonasalso covers cars mainly. He doesn’t appear certain an Apple car is on the way, but if one does show up, “don’t expect steering wheels.” That means full self-driving, which also means the Apple car is still years away.\nHe believes an Apple car can accelerate EV penetration. That could help existing auto makers with more progressive approaches to the EV market. But higher penetration isn’t a panacea for the car business. “At some point, today’s EV players must share the sandbox,” wrote the analyst in a recent report.\nThat threat isn’t affecting his ratings on competitors yet. He rate Tesla stock Buy and callsGeneral Motors(GM) a top pick.\nJ.P. Morgan‘s tech and car teams produced a joint report recently, and they don’t see an Apple car coming soon. They agreed if an Apple car is on the way, it will be delayed until full self-driving capability is more widely available.Robotaxi services, which can handle city driving, are planned in the next couple of years. But full self-driving capabilities are farther away—the cost of sensors needs to fall, and the software still needs to improve.\nThe firm’s U.S. auto analystRyan Brinkmanadded that a new competitor the size and strength of Apple is a negative for existing auto makers, but, like Ward, he hasn’t heard about any collaboration in the auto-supply base.\nAnother thing J.P. Morgan agrees on is outsourced manufacturing, meaning that Apple isn’t likely to assemble its car. That creates an opportunity for some existing car marker to build more volume. What company would win, however, isanyone’s guess.\nWedbush analystDan Ives, who covers disruptive technology, which includes Apple and EV makerTesla(TSLA), is placing his bets onVolkswagen(VOW.Germany). “We assign a 85%-plus chance that Apple will announce an EV partnership/collaboration over the next 3 to 6 months,” wrote Ives in a recent report. “We continue to strongly believe that VW is a top candidate for an Apple EV partnership/JV given the company’s modular factory footprint as well as the keyQuantumScapeownership.”\nQuantumScape (QS) is pioneering solid-state lithium anode batteries that promise to improve electric-vehicle range and safety, while lowering costs and charge time.\nApple car hopes aren’t affecting investors much yet. Since new reports of a possible Apple car surfaced in December, GM and Tesla shares are up about 26% and 10%, respectively. TheS&P 500andDow Jones Industrial Average,for comparison, are up about 5% and 4%, respectively. Apple shares are down about 6%.\nInvestors, it appears, have other more pressing issues on their minds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3666914,"gmtCreate":1614304404623,"gmtModify":1680778399121,"authorId":3575343781681994,"author":{"id":3575343781681994,"idStr":"3575343781681994","authorId":3575343781681994,"name":"White Cat","avatar":"https://community-static.tradeup.com/news/06d363ddd2da6266ae05f61b5862984a","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":368140035,"type":1,"supId":0,"prevId":0,"content":"buy orange <u>too</u>","text":"buy orange <u>too</u>","html":"buy orange <u>too</u>"},{"id":3666989,"gmtCreate":1614304976435,"gmtModify":1680778393214,"authorId":3573696373126010,"author":{"id":3573696373126010,"idStr":"3573696373126010","authorId":3573696373126010,"name":"夜裡精靈","avatar":"https://static.tigerbbs.com/ac6266748095c04f49b888884069d798","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":368140035,"type":1,"supId":0,"prevId":0,"content":"[笑哭]","text":"[笑哭]","html":"[笑哭]"}],"langContent":"CN"},{"id":368157114,"gmtCreate":1614302728438,"gmtModify":1704770369287,"author":{"id":"3573696373126010","authorId":"3573696373126010","name":"夜裡精靈","avatar":"https://static.tigerbbs.com/ac6266748095c04f49b888884069d798","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3573696373126010","idStr":"3573696373126010"},"htmlText":"[齜牙]&nbsp;[齜牙]&nbsp;","listText":"[齜牙]&nbsp;[齜牙]&nbsp;","text":"[齜牙] [齜牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368157114","repostId":1165777611,"repostType":4,"repost":{"id":"1165777611","pubTimestamp":1614247990,"share":"https://ttm.financial/m/news/1165777611?lang=&edition=fundamental","pubTime":"2021-02-25 18:13","market":"us","language":"en","title":"Wall Street Is Obsessed With an Apple Car. Why Tech Analysts Might Be Too Excited.","url":"https://stock-news.laohu8.com/highlight/detail?id=1165777611","media":"Barrons","summary":"Implications of Apple’s entry into the car business continues to generate muchspeculationand manyana","content":"<p>Implications of Apple’s entry into the car business continues to generate muchspeculationand manyanalyst reportsfrom various stockbrokerage firms. Piper Sandler weighed into the debate Wednesday, saying an Apple car makes perfect sense. Investors, however, should remember that producing an automobile is very, very different from making a smartphone.</p>\n<p>Piper tech analystHarsh Kumarsays the timing is right for an&nbsp;Apple&nbsp;(ticker: AAPL) car. “The company can enter the market at a time of peak technology disruption while avoiding the risk of forming the market,” wrote the analyst in a Wednesday research report. Electric vehicles are proliferating, and autonomous driving technology is advancing. Cars will drive and feel different in the future—an Apple car would likely be an all-electric vehicle with self-driving options.</p>\n<p>Apple has so far declined to comment about any car plans recently.</p>\n<p>Kumar covers Apple and other technology stocks. His 23-page report dives deep into the auto business—for tech investors. Industry size and market segmentation between, say, luxury cars and economy sedans, covered in his report, are par for the course in auto research.</p>\n<p>He assumes Apple, down the road, will sell 100,000 cars in year one. That might be aggressive.NIO(NIO),Li Auto(LI), andXPeng(XPEV) are threeEV startupsthat have been in business for years. They managed to sell about 100,000 vehicles on a combined basis in 2020. Kumar thinks Apple can be delivering 1 million cars by 2030.</p>\n<p>For tech analysts at this point, the Apple car appears to be an exercise in fun with numbers. They are attracted to the huge market size: New car sales top $2.5 trillion annually. But auto analysts’ enthusiasm for an Apple vehicle is more tempered, and perhaps for good reason.</p>\n<p>One factor that might hamper Apple’s ambitions is that cars are, of course, significantly more expensive than phones, making the purchase decision very different. In addition, “the regulatory side of the auto business is brutal and takes years to get through,” Benchmark auto analystMike Wardtells<i>Barron’s</i>.</p>\n<p>Ward says he isn’t hearing Apple buzz in the auto industry. It’s “pretty tough to keep that quiet in the auto industry—thousands of suppliers, [government] approvals, the size of the factory needed, etc.” He isn’t saying it can’t happen, but it is harder than many investors might expect.</p>\n<p>Morgan Stanley analystAdam Jonasalso covers cars mainly. He doesn’t appear certain an Apple car is on the way, but if one does show up, “don’t expect steering wheels.” That means full self-driving, which also means the Apple car is still years away.</p>\n<p>He believes an Apple car can accelerate EV penetration. That could help existing auto makers with more progressive approaches to the EV market. But higher penetration isn’t a panacea for the car business. “At some point, today’s EV players must share the sandbox,” wrote the analyst in a recent report.</p>\n<p>That threat isn’t affecting his ratings on competitors yet. He rate Tesla stock Buy and callsGeneral Motors(GM) a top pick.</p>\n<p>J.P. Morgan‘s tech and car teams produced a joint report recently, and they don’t see an Apple car coming soon. They agreed if an Apple car is on the way, it will be delayed until full self-driving capability is more widely available.Robotaxi services, which can handle city driving, are planned in the next couple of years. But full self-driving capabilities are farther away—the cost of sensors needs to fall, and the software still needs to improve.</p>\n<p>The firm’s U.S. auto analystRyan Brinkmanadded that a new competitor the size and strength of Apple is a negative for existing auto makers, but, like Ward, he hasn’t heard about any collaboration in the auto-supply base.</p>\n<p>Another thing J.P. Morgan agrees on is outsourced manufacturing, meaning that Apple isn’t likely to assemble its car. That creates an opportunity for some existing car marker to build more volume. What company would win, however, isanyone’s guess.</p>\n<p>Wedbush analystDan Ives, who covers disruptive technology, which includes Apple and EV makerTesla(TSLA), is placing his bets onVolkswagen(VOW.Germany). “We assign a 85%-plus chance that Apple will announce an EV partnership/collaboration over the next 3 to 6 months,” wrote Ives in a recent report. “We continue to strongly believe that VW is a top candidate for an Apple EV partnership/JV given the company’s modular factory footprint as well as the keyQuantumScapeownership.”</p>\n<p>QuantumScape&nbsp;(QS) is&nbsp;pioneering&nbsp;solid-state lithium anode batteries that promise to improve electric-vehicle range and safety, while lowering costs and charge time.</p>\n<p>Apple car hopes aren’t affecting investors much yet. Since new reports of a possible Apple car surfaced in December, GM and Tesla shares are up about 26% and 10%, respectively. TheS&amp;P 500andDow Jones Industrial Average,for comparison, are up about 5% and 4%, respectively. Apple shares are down about 6%.</p>\n<p>Investors, it appears, have other more pressing issues on their minds.</p>","source":"lsy1601382232898","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>Wall Street Is Obsessed With an Apple Car. Why Tech Analysts Might Be Too Excited.</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\">\nWall Street Is Obsessed With an Apple Car. Why Tech Analysts Might Be Too Excited.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 18:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/wall-street-apple-stock-ev-tech-car-51614187099?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Implications of Apple’s entry into the car business continues to generate muchspeculationand manyanalyst reportsfrom various stockbrokerage firms. Piper Sandler weighed into the debate Wednesday, ...</p>\n\n<a href=\"https://www.barrons.com/articles/wall-street-apple-stock-ev-tech-car-51614187099?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/wall-street-apple-stock-ev-tech-car-51614187099?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165777611","content_text":"Implications of Apple’s entry into the car business continues to generate muchspeculationand manyanalyst reportsfrom various stockbrokerage firms. Piper Sandler weighed into the debate Wednesday, saying an Apple car makes perfect sense. Investors, however, should remember that producing an automobile is very, very different from making a smartphone.\nPiper tech analystHarsh Kumarsays the timing is right for an Apple (ticker: AAPL) car. “The company can enter the market at a time of peak technology disruption while avoiding the risk of forming the market,” wrote the analyst in a Wednesday research report. Electric vehicles are proliferating, and autonomous driving technology is advancing. Cars will drive and feel different in the future—an Apple car would likely be an all-electric vehicle with self-driving options.\nApple has so far declined to comment about any car plans recently.\nKumar covers Apple and other technology stocks. His 23-page report dives deep into the auto business—for tech investors. Industry size and market segmentation between, say, luxury cars and economy sedans, covered in his report, are par for the course in auto research.\nHe assumes Apple, down the road, will sell 100,000 cars in year one. That might be aggressive.NIO(NIO),Li Auto(LI), andXPeng(XPEV) are threeEV startupsthat have been in business for years. They managed to sell about 100,000 vehicles on a combined basis in 2020. Kumar thinks Apple can be delivering 1 million cars by 2030.\nFor tech analysts at this point, the Apple car appears to be an exercise in fun with numbers. They are attracted to the huge market size: New car sales top $2.5 trillion annually. But auto analysts’ enthusiasm for an Apple vehicle is more tempered, and perhaps for good reason.\nOne factor that might hamper Apple’s ambitions is that cars are, of course, significantly more expensive than phones, making the purchase decision very different. In addition, “the regulatory side of the auto business is brutal and takes years to get through,” Benchmark auto analystMike WardtellsBarron’s.\nWard says he isn’t hearing Apple buzz in the auto industry. It’s “pretty tough to keep that quiet in the auto industry—thousands of suppliers, [government] approvals, the size of the factory needed, etc.” He isn’t saying it can’t happen, but it is harder than many investors might expect.\nMorgan Stanley analystAdam Jonasalso covers cars mainly. He doesn’t appear certain an Apple car is on the way, but if one does show up, “don’t expect steering wheels.” That means full self-driving, which also means the Apple car is still years away.\nHe believes an Apple car can accelerate EV penetration. That could help existing auto makers with more progressive approaches to the EV market. But higher penetration isn’t a panacea for the car business. “At some point, today’s EV players must share the sandbox,” wrote the analyst in a recent report.\nThat threat isn’t affecting his ratings on competitors yet. He rate Tesla stock Buy and callsGeneral Motors(GM) a top pick.\nJ.P. Morgan‘s tech and car teams produced a joint report recently, and they don’t see an Apple car coming soon. They agreed if an Apple car is on the way, it will be delayed until full self-driving capability is more widely available.Robotaxi services, which can handle city driving, are planned in the next couple of years. But full self-driving capabilities are farther away—the cost of sensors needs to fall, and the software still needs to improve.\nThe firm’s U.S. auto analystRyan Brinkmanadded that a new competitor the size and strength of Apple is a negative for existing auto makers, but, like Ward, he hasn’t heard about any collaboration in the auto-supply base.\nAnother thing J.P. Morgan agrees on is outsourced manufacturing, meaning that Apple isn’t likely to assemble its car. That creates an opportunity for some existing car marker to build more volume. What company would win, however, isanyone’s guess.\nWedbush analystDan Ives, who covers disruptive technology, which includes Apple and EV makerTesla(TSLA), is placing his bets onVolkswagen(VOW.Germany). “We assign a 85%-plus chance that Apple will announce an EV partnership/collaboration over the next 3 to 6 months,” wrote Ives in a recent report. “We continue to strongly believe that VW is a top candidate for an Apple EV partnership/JV given the company’s modular factory footprint as well as the keyQuantumScapeownership.”\nQuantumScape (QS) is pioneering solid-state lithium anode batteries that promise to improve electric-vehicle range and safety, while lowering costs and charge time.\nApple car hopes aren’t affecting investors much yet. Since new reports of a possible Apple car surfaced in December, GM and Tesla shares are up about 26% and 10%, respectively. TheS&P 500andDow Jones Industrial Average,for comparison, are up about 5% and 4%, respectively. Apple shares are down about 6%.\nInvestors, it appears, have other more pressing issues on their minds.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":215,"commentSize":101,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1165777611"}