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2022-08-18

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@AseiResearch:Wolfspeed: New Factory Sets Bullish Expectations

2022-07-28

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Is Mark Zuckerberg Taking the First Step toward Turning Facebook into Yahoo 2.0?

2021-09-01

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@言财经:績後股價暴跌，業績放緩，Zoom的出路在何方？

2021-08-26

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4 Growth Stocks With 116% to 247% Upside, According to Wall Street

2021-07-23

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2021-07-06

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2021-07-01

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5 Stocks To Watch For July 1, 2021

2021-06-30

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Why NIO Stock Is Moving Higher Today

2021-06-28

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2021-06-28

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Here’s an infrastructure-based way to play the electric vehicle takeover in the next decade

2021-06-25

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Electric vehicle stocks rally as Green Tidal Wave hopes are recharged

2021-06-24

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2021-06-23

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Why I Believe NIO Will Beat Out Tesla

2021-06-22

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2021-06-22

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2021-06-21

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2021-06-21

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2021-06-19

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2021-06-18

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2021-04-21

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Dow rises 200 points as economic recovery plays rebound

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article! I would like to share it.","listText":"Great article! I would like to share it.","text":"Great article! I would like to share it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991114805","repostId":"9026078965","repostType":1,"repost":{"id":9026078965,"gmtCreate":1653307596933,"gmtModify":1676535257090,"author":{"id":"4116147584806042","authorId":"4116147584806042","authorIdStr":"4116147584806042","name":"AseiResearch","avatar":"https://community-static.tradeup.com/news/2263716c9290037bce2c8c40e8878a47","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4116147584806042"},"themes":[],"title":"Wolfspeed: New Factory Sets Bullish Expectations","htmlText":"Summary WOLF recently opened a $1.2 billion state-backed factory to produce silicon carbide chips. The components produced from the factory will be used in consumer electronics, electric vehicles, and 5G infrastructure. 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I am bullish on these supercycles so it's only natural to be bullish on this stock as well. jiefeng jiang/iStock via Getty Images <a href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$</a> is a buy with theopeningof a new $1.2 billion state-backed factory in Utica, New York, that will see the company pivot into becoming a pure semiconductor company. The factory will producesilicon carbide chips and will be used in a number of products from electric vehicles, solar power inverters, and in 5G infrastructure. In my view, WOLF's pivot towards making these chips is a smart","text":"Summary WOLF recently opened a $1.2 billion state-backed factory to produce silicon carbide chips. The components produced from the factory will be used in consumer electronics, electric vehicles, and 5G infrastructure. I am bullish on these supercycles so it's only natural to be bullish on this stock as well. jiefeng jiang/iStock via Getty Images $Wolfspeed Inc.(WOLF)$ is a buy with theopeningof a new $1.2 billion state-backed factory in Utica, New York, that will see the company pivot into becoming a pure semiconductor company. The factory will producesilicon carbide chips and will be used in a number of products from electric vehicles, solar power inverters, and in 5G infrastructure. In my view, WOLF's pivot towards making these chips is a smart","images":[{"img":"https://community-static.tradeup.com/news/2e7f261a63366fd102883144989d135d","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/a6e56a173d23a4de25a1aa84ada555d0","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/d3a8ce354da5b0794df1af90467d351e","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026078965","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903831758,"gmtCreate":1658999132074,"gmtModify":1676536241674,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great article! I would like to share it.","listText":"Great article! I would like to share it.","text":"Great article! I would like to share it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903831758","repostId":"1141127550","repostType":4,"repost":{"id":"1141127550","pubTimestamp":1658998339,"share":"https://ttm.financial/m/news/1141127550?lang=&edition=fundamental","pubTime":"2022-07-28 16:52","market":"us","language":"en","title":"Is Mark Zuckerberg Taking the First Step toward Turning Facebook into Yahoo 2.0?","url":"https://stock-news.laohu8.com/highlight/detail?id=1141127550","media":"MarketWatch","summary":"By putting the algorithm in charge of Facebook to mimic TikTok, its totalitarian leader endangers the lifeblood of Meta and may be risking the type of downward spiral that has already seen popular Silicon Valley web portals fall apartYahoo was once the most popular website on the planet, the only place that everyone on the internet seemed to touch at least once an online session. After an ignominious slide, however, Yahoo is just another site that has some fans in certain parts of Asia and offer","content":"<html><head></head><body><p><b>By putting the algorithm in charge of Facebook to mimic TikTok, its totalitarian leader endangers the lifeblood of Meta and may be risking the type of downward spiral that has already seen popular Silicon Valley web portals fall apart</b><img src=\"https://static.tigerbbs.com/ccfa9f9fe6a2178643e20c7eb555e217\" tg-width=\"700\" tg-height=\"446\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Yahoo was once the most popular website on the planet, the only place that everyone on the internet seemed to touch at least once an online session. After an ignominious slide, however, Yahoo is just another site that has some fans in certain parts of Asia and offers some niche products.</p><p>Has Mark Zuckerberg launched Facebook on a similar path?</p><p>That is the big question investors need to start asking as the Meta Platforms Inc. chief executive scrambles to shift his strategy amid obvious signs of distress. After its first-ever decline in users three months ago, Facebook reported its first quarterly revenue decline in history Wednesday, and Zuckerberg’s answer is to mimic a rival and send the company into dangerous waters that already almost killed the platform and took U.S. democracy with it.</p><p>Zuckerberg is changing the company’s core apps to become far more reliant on artificial intelligence to drive the content its users see, seeking to mimic growing Chinese rival TikTok — a major shift to give the algorithm more power over what people see on Facebook and Instagram.  Zuckerberg told analysts on the company’s second-quarter earnings call that Meta’s apps will rely more on its discovery engine, instead of people or things you follow, for content. That means users will see (and are already seeing) content from complete strangers in their feeds and videos, just like TikTok.</p><p>“Right now, about 15% of content in a person’s Facebook feed, and a little more than that of their Instagram feed, is recommended by our AI from people, groups or accounts that you don’t follow,” Zuckerberg said. “And we expect these numbers to more than double by the end of next year.”</p><p>Facebook was lucky to survive a series of scandals in recent years, from allowing election misinformation to run amok to selling private user data to helping spread the incitement of violence that led to the storming of the U.S. Capitol. Yet apparently nothing was learned, as the company, or at least its algorithm, will now decide what stranger’s content you will see.</p><p>Facebook, and the world, have already learned that bad actors will learn how to game that algorithm, leading to dominance of incendiary posts or videos, divisive content that will pit strangers against strangers, on an even scarier scale than exists today. If we’re lucky, the result will be that the users Facebook still has will decide it’s time to leave for other online destinations, as Yahoo’s fans once did.</p><p>While the algorithm takes even more charge of Facebook and Instagram — the content-moderation aspect of both social-media sites is already mostly handled by AI, Zuckerberg said in answer to a question on the call, showing just how incapable Facebook’s technology is at succeeding in its aims — Zuckerberg will expend his human capital on his pipe dream of the “metaverse.” Zuckerberg’s grand vision is to create a digital universe populated by those who want to escape the real world of grass, flowers, air, sky, animals and humans by wearing a clunky headset so you can hang out with your friends in a digital nightclub or boardroom or wherever else you want.</p><p>Virtual reality has only proven to be popular among a small segment of the population, and it is still too kludgy to be adopted by the mainstream consumer, something Yahoo co-founder Jerry Yang has already learned.  So instead, all those parents and grandparents on Facebook, the olds Zuckerberg no longer cares about, will be tended by bots, while his minions focus on a new world: The uncomfortable,  potentially dystopian future.</p><p>Facebook and Instagram have had huge growth because they appealed to the masses, not just advanced users or the techies who develop these products.  If Meta loses these users, its apps will continue their current downward spiral — digital ad declines, recession or not — much in the same way that Yahoo failed to transition to mobile, with a complex site and services that could not easily adapt even as they tried to copy younger rivals, just as Facebook is doing now.</p><p>Zuckerberg is the king of Meta, with total founder control, so what he says is the law of the land — power that Yang and the parade of CEOs who took over Yahoo when he was not in charge never had. Nobody is going to stop Zuckerberg from this bet on an algorithm-driven future, so investors need to decide if they want to take the chance that there is nothing ahead of him but a downward spiral to the same fate Silicon Valley has already seen from a once-popular portal to the web.</p></body></html>","source":"lsy1603348471595","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>Is Mark Zuckerberg Taking the First Step toward Turning Facebook into Yahoo 2.0?</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\">\nIs Mark Zuckerberg Taking the First Step toward Turning Facebook into Yahoo 2.0?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-28 16:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/is-mark-zuckerberg-taking-the-first-step-toward-turning-facebook-into-yahoo-2-0-11658970681?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>By putting the algorithm in charge of Facebook to mimic TikTok, its totalitarian leader endangers the lifeblood of Meta and may be risking the type of downward spiral that has already seen popular ...</p>\n\n<a href=\"https://www.marketwatch.com/story/is-mark-zuckerberg-taking-the-first-step-toward-turning-facebook-into-yahoo-2-0-11658970681?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms","AABA":"Altaba"},"source_url":"https://www.marketwatch.com/story/is-mark-zuckerberg-taking-the-first-step-toward-turning-facebook-into-yahoo-2-0-11658970681?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141127550","content_text":"By putting the algorithm in charge of Facebook to mimic TikTok, its totalitarian leader endangers the lifeblood of Meta and may be risking the type of downward spiral that has already seen popular Silicon Valley web portals fall apartYahoo was once the most popular website on the planet, the only place that everyone on the internet seemed to touch at least once an online session. After an ignominious slide, however, Yahoo is just another site that has some fans in certain parts of Asia and offers some niche products.Has Mark Zuckerberg launched Facebook on a similar path?That is the big question investors need to start asking as the Meta Platforms Inc. chief executive scrambles to shift his strategy amid obvious signs of distress. After its first-ever decline in users three months ago, Facebook reported its first quarterly revenue decline in history Wednesday, and Zuckerberg’s answer is to mimic a rival and send the company into dangerous waters that already almost killed the platform and took U.S. democracy with it.Zuckerberg is changing the company’s core apps to become far more reliant on artificial intelligence to drive the content its users see, seeking to mimic growing Chinese rival TikTok — a major shift to give the algorithm more power over what people see on Facebook and Instagram.  Zuckerberg told analysts on the company’s second-quarter earnings call that Meta’s apps will rely more on its discovery engine, instead of people or things you follow, for content. That means users will see (and are already seeing) content from complete strangers in their feeds and videos, just like TikTok.“Right now, about 15% of content in a person’s Facebook feed, and a little more than that of their Instagram feed, is recommended by our AI from people, groups or accounts that you don’t follow,” Zuckerberg said. “And we expect these numbers to more than double by the end of next year.”Facebook was lucky to survive a series of scandals in recent years, from allowing election misinformation to run amok to selling private user data to helping spread the incitement of violence that led to the storming of the U.S. Capitol. Yet apparently nothing was learned, as the company, or at least its algorithm, will now decide what stranger’s content you will see.Facebook, and the world, have already learned that bad actors will learn how to game that algorithm, leading to dominance of incendiary posts or videos, divisive content that will pit strangers against strangers, on an even scarier scale than exists today. If we’re lucky, the result will be that the users Facebook still has will decide it’s time to leave for other online destinations, as Yahoo’s fans once did.While the algorithm takes even more charge of Facebook and Instagram — the content-moderation aspect of both social-media sites is already mostly handled by AI, Zuckerberg said in answer to a question on the call, showing just how incapable Facebook’s technology is at succeeding in its aims — Zuckerberg will expend his human capital on his pipe dream of the “metaverse.” Zuckerberg’s grand vision is to create a digital universe populated by those who want to escape the real world of grass, flowers, air, sky, animals and humans by wearing a clunky headset so you can hang out with your friends in a digital nightclub or boardroom or wherever else you want.Virtual reality has only proven to be popular among a small segment of the population, and it is still too kludgy to be adopted by the mainstream consumer, something Yahoo co-founder Jerry Yang has already learned.  So instead, all those parents and grandparents on Facebook, the olds Zuckerberg no longer cares about, will be tended by bots, while his minions focus on a new world: The uncomfortable,  potentially dystopian future.Facebook and Instagram have had huge growth because they appealed to the masses, not just advanced users or the techies who develop these products.  If Meta loses these users, its apps will continue their current downward spiral — digital ad declines, recession or not — much in the same way that Yahoo failed to transition to mobile, with a complex site and services that could not easily adapt even as they tried to copy younger rivals, just as Facebook is doing now.Zuckerberg is the king of Meta, with total founder control, so what he says is the law of the land — power that Yang and the parade of CEOs who took over Yahoo when he was not in charge never had. Nobody is going to stop Zuckerberg from this bet on an algorithm-driven future, so investors need to decide if they want to take the chance that there is nothing ahead of him but a downward spiral to the same fate Silicon Valley has already seen from a once-popular portal to the web.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816653198,"gmtCreate":1630499335114,"gmtModify":1676530320575,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/816653198","repostId":"816619492","repostType":1,"repost":{"id":816619492,"gmtCreate":1630495116816,"gmtModify":1676530319413,"author":{"id":"4087984885325640","authorId":"4087984885325640","authorIdStr":"4087984885325640","name":"言财经","avatar":"https://static.tigerbbs.com/637d569835dd52f03d803ffce28edef8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087984885325640"},"themes":[],"title":"績後股價暴跌，業績放緩，Zoom的出路在何方？","htmlText":"2020年，要說現象級的工具軟件，非Zoom莫屬。一場新冠疫情，讓Zoom迅速爆火，成爲雲計算行業的當紅炸子雞。雖然爆火在去年，但事實上，Zoom已經是一個成立近十年的公司。2011年4月,Zoom以Saasbee在美國特拉華州法律註冊成立；2012年5月，公司再次更名爲Zoom Video Communications, Inc.。從公司的更名歷程來看，在2012年公司就將公司的發展重心專注到“video&nbsp;communication”這個會議系統的細分領域之中，經過10年的發展，公司提供視頻優先通信平臺，提供快樂並從根本上改變人們的互動方式。2020年，新冠疫情爆發以來，公司的用戶規模與收入飛速增長，股價也從2020年1月到10月，十個月，上漲接近8倍，成爲當仁不讓的明星。圖：Zoom上市至2020年10月股價走勢但從去年10月至今，Zoom的股價走出了腰斬的走勢，這背後隱含的是市場對於新冠疫情有效控制以後，Zoom增長放緩的擔憂。圖：Zoom2020年10月至今股價走勢&nbsp;2021年8月30日盤後，Zoom發佈了最新一個季度的業績，2021第二季度公司實現營收10.2億美元，YOY增長54%，淨利潤3.16億美元，YOY增長70.49%。雖然，當季度的增速尚可，但是公司對於下個季度及全年業績的展望卻不及市場預期。Zoom預計第三財季營收爲10.15億到10.2億美元，同比增長31%，略高於分析師預計的10.13億美元，EPS預計爲1.07到1.08美元，低於分析師預期1.09美元，直接導致多家大行下調公司的目標價，德意志銀行將其目標價從375美元下調至350美元、瑞銀將其目標價從345美元下調至315美元等。暴跌已經是事實，投資者有以下疑問1.Zoom二季度的業績成色如何，未來還有發展潛力嗎？2.後疫情時代的Zoom應該何去何從？未來Zoom的路，在何","listText":"2020年，要說現象級的工具軟件，非Zoom莫屬。一場新冠疫情，讓Zoom迅速爆火，成爲雲計算行業的當紅炸子雞。雖然爆火在去年，但事實上，Zoom已經是一個成立近十年的公司。2011年4月,Zoom以Saasbee在美國特拉華州法律註冊成立；2012年5月，公司再次更名爲Zoom Video Communications, Inc.。從公司的更名歷程來看，在2012年公司就將公司的發展重心專注到“video&nbsp;communication”這個會議系統的細分領域之中，經過10年的發展，公司提供視頻優先通信平臺，提供快樂並從根本上改變人們的互動方式。2020年，新冠疫情爆發以來，公司的用戶規模與收入飛速增長，股價也從2020年1月到10月，十個月，上漲接近8倍，成爲當仁不讓的明星。圖：Zoom上市至2020年10月股價走勢但從去年10月至今，Zoom的股價走出了腰斬的走勢，這背後隱含的是市場對於新冠疫情有效控制以後，Zoom增長放緩的擔憂。圖：Zoom2020年10月至今股價走勢&nbsp;2021年8月30日盤後，Zoom發佈了最新一個季度的業績，2021第二季度公司實現營收10.2億美元，YOY增長54%，淨利潤3.16億美元，YOY增長70.49%。雖然，當季度的增速尚可，但是公司對於下個季度及全年業績的展望卻不及市場預期。Zoom預計第三財季營收爲10.15億到10.2億美元，同比增長31%，略高於分析師預計的10.13億美元，EPS預計爲1.07到1.08美元，低於分析師預期1.09美元，直接導致多家大行下調公司的目標價，德意志銀行將其目標價從375美元下調至350美元、瑞銀將其目標價從345美元下調至315美元等。暴跌已經是事實，投資者有以下疑問1.Zoom二季度的業績成色如何，未來還有發展潛力嗎？2.後疫情時代的Zoom應該何去何從？未來Zoom的路，在何","text":"2020年，要說現象級的工具軟件，非Zoom莫屬。一場新冠疫情，讓Zoom迅速爆火，成爲雲計算行業的當紅炸子雞。雖然爆火在去年，但事實上，Zoom已經是一個成立近十年的公司。2011年4月,Zoom以Saasbee在美國特拉華州法律註冊成立；2012年5月，公司再次更名爲Zoom Video Communications, Inc.。從公司的更名歷程來看，在2012年公司就將公司的發展重心專注到“video communication”這個會議系統的細分領域之中，經過10年的發展，公司提供視頻優先通信平臺，提供快樂並從根本上改變人們的互動方式。2020年，新冠疫情爆發以來，公司的用戶規模與收入飛速增長，股價也從2020年1月到10月，十個月，上漲接近8倍，成爲當仁不讓的明星。圖：Zoom上市至2020年10月股價走勢但從去年10月至今，Zoom的股價走出了腰斬的走勢，這背後隱含的是市場對於新冠疫情有效控制以後，Zoom增長放緩的擔憂。圖：Zoom2020年10月至今股價走勢 2021年8月30日盤後，Zoom發佈了最新一個季度的業績，2021第二季度公司實現營收10.2億美元，YOY增長54%，淨利潤3.16億美元，YOY增長70.49%。雖然，當季度的增速尚可，但是公司對於下個季度及全年業績的展望卻不及市場預期。Zoom預計第三財季營收爲10.15億到10.2億美元，同比增長31%，略高於分析師預計的10.13億美元，EPS預計爲1.07到1.08美元，低於分析師預期1.09美元，直接導致多家大行下調公司的目標價，德意志銀行將其目標價從375美元下調至350美元、瑞銀將其目標價從345美元下調至315美元等。暴跌已經是事實，投資者有以下疑問1.Zoom二季度的業績成色如何，未來還有發展潛力嗎？2.後疫情時代的Zoom應該何去何從？未來Zoom的路，在何","images":[{"img":"https://static.tigerbbs.com/f2e8d0748da70565ed4b9aea0658ec9b","width":"688","height":"324"},{"img":"https://static.tigerbbs.com/0f6ab0194dc1db0f5bfc4a50d01e672f","width":"688","height":"346"},{"img":"https://static.tigerbbs.com/0cdf61c47ef634ef57ad0674b80ac5b8","width":"688","height":"446"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/816619492","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":23,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810546839,"gmtCreate":1629988487821,"gmtModify":1676530194567,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810546839","repostId":"2162931260","repostType":4,"repost":{"id":"2162931260","pubTimestamp":1629982994,"share":"https://ttm.financial/m/news/2162931260?lang=&edition=fundamental","pubTime":"2021-08-26 21:03","market":"us","language":"en","title":"4 Growth Stocks With 116% to 247% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2162931260","media":"Motley Fool","summary":"Analysts' high-water price targets foresee these fast-growing stocks doubling or tripling in value.","content":"<p>Patience has paid off handsomely for investors in 2021. It's been over nine months since the benchmark <b>S&amp;P 500</b> underwent even a 5% correction. Panning out a bit further, the widely followed index has doubled since hitting its bear-market low on March 23, 2020.</p>\n<p>Yet, even with the stock market mowing down record highs on a regular basis this year, Wall Street still sees value in a number of growth stocks. Based on the highest price target issued by a Wall Street analyst or investment bank, the following four growth stocks could deliver gains ranging from 116% to as much as 247%.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F640299%2Fbull-market-rising-stock-chart-economy-bear-newspaper-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Tesla Motors: Implied upside of 134%</h2>\n<p>Few stocks are as polarizing on Wall Street, from the perspective of price targets, than electric vehicle (EV) company <b>Tesla Motors</b> (NASDAQ:TSLA). Whereas <a href=\"https://laohu8.com/S/AONE.U\">one</a> analyst foresees approximately 90% downside in shares of the company, another believes Tesla could \"motor\" its way to $1,591 a share. This would represent 134% upside from where the company ended this past week.</p>\n<p>On one hand, Tesla has clear-cut advantages that are driving it forward. For instance, its battery technology offers more capacity, range, and power than competing EV manufacturers. Tesla has also built itself from the ground up to mass production. Based on its second-quarter deliveries of 201,250, the company looks to be on its way to topping 1 million annual deliveries by as soon as next year.&nbsp; Finally, don't overlook that Tesla has visionary Elon Musk as its CEO.</p>\n<p>On the other hand, it's unlikely that Tesla will be able to hang onto its competitive edges over the long run, with auto stocks like <b>Ford Motor Company</b>&nbsp;and <b>General Motors</b>&nbsp;respectively investing $30 billion and $35 billion through mid-decade in EVs and related technology. Both companies plan to respectively launch 30 new EVs globally by 2025.</p>\n<p>Perhaps the biggest concern is that Tesla hadn't generated a true operating profit until the latest quarter. Though it's been profitable for more than a year, the company had relied on selling renewable energy credits and one-time asset sales (e.g., <b>Bitcoin</b>) to generate a profit. If Tesla is ever going to hit $1,591 a share, its EV sales, not one-time benefits, will have to do the talking.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F640299%2Fmarijuana-cannabis-oil-pot-weed-leaf-drug-medical-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"568\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Green Thumb Industries: Implied upside of 116%</h2>\n<p>Wall Street also sees U.S. marijuana stocks budding over the coming year. In particular, one Wall Street analyst believes multistate operator (MSO) <b>Green Thumb Industries</b> (OTC:GTBIF) can rally to north of $61 a share, which would equate to 116% implied upside.</p>\n<p>The great thing for U.S. MSOs is that they don't need federal reform to thrive. We've watched 36 states legalize cannabis in some capacity, which is providing more than enough of a growth opportunity for MSOs and ancillary players to succeed. By mid-decade, <a href=\"https://laohu8.com/S/NFC.U\">New Frontier</a> Data is predicting that the U.S. weed industry could bring in $41.5 billion in annual sales.</p>\n<p>Green Thumb currently has 62 operating dispensaries, with 111 total retail licenses in its back pocket and a presence in 14 states. This is a company that's been picky about its expansion and has generally focused on either high-dollar states or markets protected by limited license issuance. In Illinois, for instance, the number of retail licenses issued, in total and to a single business, is capped. This should give Green Thumb a good opportunity to gobble up market share in a billion-dollar market.</p>\n<p>But the best aspect of Green Thumb is arguably its product mix. A majority of the company's sales come from derivatives, such as vapes, edibles, and infused beverages. Since derivatives generate higher margins than dried cannabis flower and are less likely to face supply issues, they're the reason Green Thumb has been profitable on a recurring basis for the past year. In other words, Wall Street's most aggressive price target may become a reality.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69c8d46ab082fe9b933b958f3354a003\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Skillz: Implied upside of 138%</h2>\n<p>Another high-growth stock at least one Wall Street analyst believes could soar is mobile gaming platform <b>Skillz</b> (NYSE:SKLZ). With a high-water price target of $25, the implication is that Skillz could return up to 138% for its shareholders over the next year.</p>\n<p>To be upfront, Skillz has performed very poorly of late. It's lost more than three-quarters of its value since early February, which is a reflection of the company's operating losses expanding. Skillz has been increasing its headcount, marketing to expand its reach, and making acquisitions. This all points to ongoing operating losses for the foreseeable future.</p>\n<p>However, there's no denying the potential for this company, either. During the first quarter, approximately 17% of its monthly active users were paying to play on its platform, which is substantially higher than the industry conversion average of around 2%. Furthermore, with Skillz acting as a middleman platform for gamers, its ongoing operating expenses (aside from marketing) are quite low. As a result, it's been consistently generating a gross margin of 95%.</p>\n<p>Probably the most exciting thing for Skillz is the multiyear agreement it signed with the National Football League (NFL) in February. Football is the most popular sport in the United States. The expectation is that NFL-themed games will hit its platform in 2022, which could bring in a number of new users and partnerships.</p>\n<p>While I do believe a $25 price target is possible, investors will need to exercise patience as Skillz focuses on expanding its brand.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F640299%2Fbiotech-lab-researcher-examining-test-tube-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Exelixis: Implied upside of 247%</h2>\n<p>But the crème de la crème of potential upside comes from biotech stock <b>Exelixis</b> (NASDAQ:EXEL). With investment firm HC Wainwright recently anointing Exelixis with a $64 price target, the implied upside for shareholders is an insane 247%, based on where it closed last week. In fact, Exelixis' share price is currently below all 13 issued Wall Street price targets.</p>\n<p>If you're looking for a reason behind Exelixis' relative \"cheapness\" to Wall Street's price targets, the company's late-June interim data release from the Cosmic-312 study holds the answer. While the ongoing phase 3 study of Exelixis' leading cancer drug, Cabometyx, in combination with atezolizumab demonstrated a statistically significant improvement in progression-free survival for previously untreated liver cancer patients, the data looked unlikely to produce a statistically significant survival benefit.</p>\n<p>Although this might sound like a disappointment, it's par for the course when developing cancer drugs. Thus far, Cabometyx has been approved as a treatment for first- and second-line renal cell carcinoma (RCC) and advanced hepatocellular carcinoma. These indications alone should push its annual sales past $1 billion in 2022.</p>\n<p>However, Cabometyx is being examined in around six dozen additional studies as a monotherapy or combination treatment. If even a handful of these trials succeed, label expansion opportunities could send Exelixis markedly higher. It's worth pointing out that one of these studies, CheckMate-9ER, already led the Food and Drug Administration to approve the combination of Cabometyx and <b>Bristol Myers Squibb</b>'s cancer immunotherapy Opdivo as a treatment for first-line RCC.</p>\n<p>With a hearty cash pile and plenty of long-term momentum for Cabometyx, Exelixis looks incredibly cheap. I'm not certain that $64 is in the cards, but higher than where it currently sits is the direction it's likely headed.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Growth Stocks With 116% to 247% Upside, According to Wall Street</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\">\n4 Growth Stocks With 116% to 247% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 21:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/26/4-growth-stocks-with-116-to-247-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Patience has paid off handsomely for investors in 2021. It's been over nine months since the benchmark S&P 500 underwent even a 5% correction. Panning out a bit further, the widely followed index has ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/26/4-growth-stocks-with-116-to-247-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GTBIF":"Green Thumb Industries Inc.","TSLA":"特斯拉","SKLZ":"Skillz Inc","EXEL":"伊克力西斯"},"source_url":"https://www.fool.com/investing/2021/08/26/4-growth-stocks-with-116-to-247-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162931260","content_text":"Patience has paid off handsomely for investors in 2021. It's been over nine months since the benchmark S&P 500 underwent even a 5% correction. Panning out a bit further, the widely followed index has doubled since hitting its bear-market low on March 23, 2020.\nYet, even with the stock market mowing down record highs on a regular basis this year, Wall Street still sees value in a number of growth stocks. Based on the highest price target issued by a Wall Street analyst or investment bank, the following four growth stocks could deliver gains ranging from 116% to as much as 247%.\nImage source: Getty Images.\nTesla Motors: Implied upside of 134%\nFew stocks are as polarizing on Wall Street, from the perspective of price targets, than electric vehicle (EV) company Tesla Motors (NASDAQ:TSLA). Whereas one analyst foresees approximately 90% downside in shares of the company, another believes Tesla could \"motor\" its way to $1,591 a share. This would represent 134% upside from where the company ended this past week.\nOn one hand, Tesla has clear-cut advantages that are driving it forward. For instance, its battery technology offers more capacity, range, and power than competing EV manufacturers. Tesla has also built itself from the ground up to mass production. Based on its second-quarter deliveries of 201,250, the company looks to be on its way to topping 1 million annual deliveries by as soon as next year.  Finally, don't overlook that Tesla has visionary Elon Musk as its CEO.\nOn the other hand, it's unlikely that Tesla will be able to hang onto its competitive edges over the long run, with auto stocks like Ford Motor Company and General Motors respectively investing $30 billion and $35 billion through mid-decade in EVs and related technology. Both companies plan to respectively launch 30 new EVs globally by 2025.\nPerhaps the biggest concern is that Tesla hadn't generated a true operating profit until the latest quarter. Though it's been profitable for more than a year, the company had relied on selling renewable energy credits and one-time asset sales (e.g., Bitcoin) to generate a profit. If Tesla is ever going to hit $1,591 a share, its EV sales, not one-time benefits, will have to do the talking.\nImage source: Getty Images.\nGreen Thumb Industries: Implied upside of 116%\nWall Street also sees U.S. marijuana stocks budding over the coming year. In particular, one Wall Street analyst believes multistate operator (MSO) Green Thumb Industries (OTC:GTBIF) can rally to north of $61 a share, which would equate to 116% implied upside.\nThe great thing for U.S. MSOs is that they don't need federal reform to thrive. We've watched 36 states legalize cannabis in some capacity, which is providing more than enough of a growth opportunity for MSOs and ancillary players to succeed. By mid-decade, New Frontier Data is predicting that the U.S. weed industry could bring in $41.5 billion in annual sales.\nGreen Thumb currently has 62 operating dispensaries, with 111 total retail licenses in its back pocket and a presence in 14 states. This is a company that's been picky about its expansion and has generally focused on either high-dollar states or markets protected by limited license issuance. In Illinois, for instance, the number of retail licenses issued, in total and to a single business, is capped. This should give Green Thumb a good opportunity to gobble up market share in a billion-dollar market.\nBut the best aspect of Green Thumb is arguably its product mix. A majority of the company's sales come from derivatives, such as vapes, edibles, and infused beverages. Since derivatives generate higher margins than dried cannabis flower and are less likely to face supply issues, they're the reason Green Thumb has been profitable on a recurring basis for the past year. In other words, Wall Street's most aggressive price target may become a reality.\nImage source: Getty Images.\nSkillz: Implied upside of 138%\nAnother high-growth stock at least one Wall Street analyst believes could soar is mobile gaming platform Skillz (NYSE:SKLZ). With a high-water price target of $25, the implication is that Skillz could return up to 138% for its shareholders over the next year.\nTo be upfront, Skillz has performed very poorly of late. It's lost more than three-quarters of its value since early February, which is a reflection of the company's operating losses expanding. Skillz has been increasing its headcount, marketing to expand its reach, and making acquisitions. This all points to ongoing operating losses for the foreseeable future.\nHowever, there's no denying the potential for this company, either. During the first quarter, approximately 17% of its monthly active users were paying to play on its platform, which is substantially higher than the industry conversion average of around 2%. Furthermore, with Skillz acting as a middleman platform for gamers, its ongoing operating expenses (aside from marketing) are quite low. As a result, it's been consistently generating a gross margin of 95%.\nProbably the most exciting thing for Skillz is the multiyear agreement it signed with the National Football League (NFL) in February. Football is the most popular sport in the United States. The expectation is that NFL-themed games will hit its platform in 2022, which could bring in a number of new users and partnerships.\nWhile I do believe a $25 price target is possible, investors will need to exercise patience as Skillz focuses on expanding its brand.\nImage source: Getty Images.\nExelixis: Implied upside of 247%\nBut the crème de la crème of potential upside comes from biotech stock Exelixis (NASDAQ:EXEL). With investment firm HC Wainwright recently anointing Exelixis with a $64 price target, the implied upside for shareholders is an insane 247%, based on where it closed last week. In fact, Exelixis' share price is currently below all 13 issued Wall Street price targets.\nIf you're looking for a reason behind Exelixis' relative \"cheapness\" to Wall Street's price targets, the company's late-June interim data release from the Cosmic-312 study holds the answer. While the ongoing phase 3 study of Exelixis' leading cancer drug, Cabometyx, in combination with atezolizumab demonstrated a statistically significant improvement in progression-free survival for previously untreated liver cancer patients, the data looked unlikely to produce a statistically significant survival benefit.\nAlthough this might sound like a disappointment, it's par for the course when developing cancer drugs. Thus far, Cabometyx has been approved as a treatment for first- and second-line renal cell carcinoma (RCC) and advanced hepatocellular carcinoma. These indications alone should push its annual sales past $1 billion in 2022.\nHowever, Cabometyx is being examined in around six dozen additional studies as a monotherapy or combination treatment. If even a handful of these trials succeed, label expansion opportunities could send Exelixis markedly higher. It's worth pointing out that one of these studies, CheckMate-9ER, already led the Food and Drug Administration to approve the combination of Cabometyx and Bristol Myers Squibb's cancer immunotherapy Opdivo as a treatment for first-line RCC.\nWith a hearty cash pile and plenty of long-term momentum for Cabometyx, Exelixis looks incredibly cheap. I'm not certain that $64 is in the cards, but higher than where it currently sits is the direction it's likely headed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175794928,"gmtCreate":1627048680364,"gmtModify":1703483293723,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175794928","repostId":"1112567098","repostType":4,"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157665000,"gmtCreate":1625580692100,"gmtModify":1703744303531,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Yes&nbsp;","listText":"Yes&nbsp;","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/157665000","repostId":"1107037757","repostType":4,"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158801012,"gmtCreate":1625141587336,"gmtModify":1703736955295,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158801012","repostId":"2148424988","repostType":4,"repost":{"id":"2148424988","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1625133124,"share":"https://ttm.financial/m/news/2148424988?lang=&edition=fundamental","pubTime":"2021-07-01 17:52","market":"us","language":"en","title":"5 Stocks To Watch For July 1, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2148424988","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b> <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc</b> (NASDAQ:WBA) to report quarterly earnings at $1.17 per share on revenue of $33.76 billion before the opening bell. Walgreens shares gained 0.7% to $53.00 in after-hours trading.</li>\n <li><b>Micron Technology, Inc. </b> (NASDAQ:MU) reported better-than-expected results for its third quarter. The company also agreed to sell its Lehi, Utah, fab to Texas Instruments. Micron shares 2.3% to $83.05 in the after-hours trading session.</li>\n <li>Analysts are expecting <b> McCormick &amp; Company, Incorporated</b> (NYSE:MKC) to have earned $0.61 per share on revenue of $1.47 billion for the latest quarter. The company will release earnings before the markets open. McCormick shares fell 0.1% to $88.29 in after-hours trading.</li>\n</ul>\n<ul>\n <li><b>Realty Income Corporation</b> (NYSE:O) priced an underwritten public offering of 8,000,000 shares of its common stock for expected gross proceeds of around $519 million. Realty Income shares fell 1.3% to $65.85 in the after-hours trading session.</li>\n <li>Analysts expect <b> Acuity Brands, Inc.</b> (NYSE:AYI) to report quarterly earnings at $2.27 per share on revenue of $839.75 million before the opening bell. Acuity Brands shares gained 1.5% to $189.89 in after-hours trading.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks To Watch For July 1, 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For July 1, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-01 17:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b> <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc</b> (NASDAQ:WBA) to report quarterly earnings at $1.17 per share on revenue of $33.76 billion before the opening bell. Walgreens shares gained 0.7% to $53.00 in after-hours trading.</li>\n <li><b>Micron Technology, Inc. </b> (NASDAQ:MU) reported better-than-expected results for its third quarter. The company also agreed to sell its Lehi, Utah, fab to Texas Instruments. Micron shares 2.3% to $83.05 in the after-hours trading session.</li>\n <li>Analysts are expecting <b> McCormick &amp; Company, Incorporated</b> (NYSE:MKC) to have earned $0.61 per share on revenue of $1.47 billion for the latest quarter. The company will release earnings before the markets open. McCormick shares fell 0.1% to $88.29 in after-hours trading.</li>\n</ul>\n<ul>\n <li><b>Realty Income Corporation</b> (NYSE:O) priced an underwritten public offering of 8,000,000 shares of its common stock for expected gross proceeds of around $519 million. Realty Income shares fell 1.3% to $65.85 in the after-hours trading session.</li>\n <li>Analysts expect <b> Acuity Brands, Inc.</b> (NYSE:AYI) to report quarterly earnings at $2.27 per share on revenue of $839.75 million before the opening bell. Acuity Brands shares gained 1.5% to $189.89 in after-hours trading.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WBA":"沃尔格林联合博姿","O":"Realty Income Corp","AYI":"Acuity Brands Inc","MKC":"味好美","MU":"美光科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148424988","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects  Walgreens Boots Alliance Inc (NASDAQ:WBA) to report quarterly earnings at $1.17 per share on revenue of $33.76 billion before the opening bell. Walgreens shares gained 0.7% to $53.00 in after-hours trading.\nMicron Technology, Inc.  (NASDAQ:MU) reported better-than-expected results for its third quarter. The company also agreed to sell its Lehi, Utah, fab to Texas Instruments. Micron shares 2.3% to $83.05 in the after-hours trading session.\nAnalysts are expecting  McCormick & Company, Incorporated (NYSE:MKC) to have earned $0.61 per share on revenue of $1.47 billion for the latest quarter. The company will release earnings before the markets open. McCormick shares fell 0.1% to $88.29 in after-hours trading.\n\n\nRealty Income Corporation (NYSE:O) priced an underwritten public offering of 8,000,000 shares of its common stock for expected gross proceeds of around $519 million. Realty Income shares fell 1.3% to $65.85 in the after-hours trading session.\nAnalysts expect  Acuity Brands, Inc. (NYSE:AYI) to report quarterly earnings at $2.27 per share on revenue of $839.75 million before the opening bell. Acuity Brands shares gained 1.5% to $189.89 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151128064,"gmtCreate":1625068350758,"gmtModify":1703735465927,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151128064","repostId":"1121473384","repostType":4,"repost":{"id":"1121473384","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625067394,"share":"https://ttm.financial/m/news/1121473384?lang=&edition=fundamental","pubTime":"2021-06-30 23:36","market":"us","language":"en","title":"Why NIO Stock Is Moving Higher Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1121473384","media":"Tiger Newspress","summary":"A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.Shares of Chinese electric-vehicle maker NIOwere moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $5","content":"<p>A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.</p>\n<p>Shares of Chinese electric-vehicle maker&nbsp;<b>NIO</b>(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.</p>\n<p>As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.</p>\n<p>In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.</p>\n<p>Chung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target&nbsp;price-to-earnings multiple&nbsp;for NIO's shares.</p>\n<p>NIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of&nbsp;between 21,000 and 22,000 vehicles&nbsp;for the second quarter. Through the end of May, it had&nbsp;delivered 13,183 vehicles&nbsp;despite production disruptions caused by shortages of computer chips.</p>\n<p>Will NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why NIO Stock Is Moving Higher Today</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\">\nWhy NIO Stock Is Moving Higher Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-30 23:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.</p>\n<p>Shares of Chinese electric-vehicle maker&nbsp;<b>NIO</b>(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.</p>\n<p>As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.</p>\n<p>In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.</p>\n<p>Chung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target&nbsp;price-to-earnings multiple&nbsp;for NIO's shares.</p>\n<p>NIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of&nbsp;between 21,000 and 22,000 vehicles&nbsp;for the second quarter. Through the end of May, it had&nbsp;delivered 13,183 vehicles&nbsp;despite production disruptions caused by shortages of computer chips.</p>\n<p>Will NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121473384","content_text":"A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.\nShares of Chinese electric-vehicle maker NIO(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.\nAs of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.\nIn a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.\nChung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target price-to-earnings multiple for NIO's shares.\nNIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of between 21,000 and 22,000 vehicles for the second quarter. Through the end of May, it had delivered 13,183 vehicles despite production disruptions caused by shortages of computer chips.\nWill NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150188357,"gmtCreate":1624889742779,"gmtModify":1703847200053,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150188357","repostId":"1161791117","repostType":4,"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127859717,"gmtCreate":1624843985839,"gmtModify":1703845944143,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127859717","repostId":"1103605275","repostType":4,"repost":{"id":"1103605275","pubTimestamp":1624842412,"share":"https://ttm.financial/m/news/1103605275?lang=&edition=fundamental","pubTime":"2021-06-28 09:06","market":"us","language":"en","title":"Here’s an infrastructure-based way to play the electric vehicle takeover in the next decade","url":"https://stock-news.laohu8.com/highlight/detail?id=1103605275","media":"CNBC","summary":"Electric vehicle sales are rising, which will spur a buildout of charging infrastructure across the ","content":"<div>\n<p>Electric vehicle sales are rising, which will spur a buildout of charging infrastructure across the U.S. – along with an opportunity for investors, according to Jefferies.\nAnalysts led by David Kelley...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/27/stocks-to-buy-jefferies-likes-this-infrastructure-play-on-the-ev-takeover.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here’s an infrastructure-based way to play the electric vehicle takeover in the next decade</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\">\nHere’s an infrastructure-based way to play the electric vehicle takeover in the next decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 09:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/27/stocks-to-buy-jefferies-likes-this-infrastructure-play-on-the-ev-takeover.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle sales are rising, which will spur a buildout of charging infrastructure across the U.S. – along with an opportunity for investors, according to Jefferies.\nAnalysts led by David Kelley...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/27/stocks-to-buy-jefferies-likes-this-infrastructure-play-on-the-ev-takeover.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHPT":"ChargePoint Holdings Inc."},"source_url":"https://www.cnbc.com/2021/06/27/stocks-to-buy-jefferies-likes-this-infrastructure-play-on-the-ev-takeover.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103605275","content_text":"Electric vehicle sales are rising, which will spur a buildout of charging infrastructure across the U.S. – along with an opportunity for investors, according to Jefferies.\nAnalysts led by David Kelley expect the U.S. charging station market to grow more than 30% annually each year to 2030, noting that “to avoid the highway to hell, EV infrastructure build-out is key to the electrified future.”\nIndeed, the firm said that at present in the U.S. there are 84,000 Level 2 charging stations and 18,000 DC Fast Charging stations, which they envision rising to one million by 2030 and more than 2.4 million by 2035.\nTo that effect, Jefferies initiated coverage onChargePointwith a buy rating, saying that the company’s position as a leader in the space should result in further gains ahead.\n“We expect CHPT leverages scale and integrated hardware, software, & services features to drive +57% sales CAGR [compound annual growth rate],” the firm wrote in a note to clients.\n“We expect charging build out will become a heightened government focus point globally given increasing demand for clean energy and electrification to combat climate change,” the firm said. President Joe Biden’s initial infrastructure bill included $174 billion for spending around electric vehicles, also the most recent proposal calls for just $15 billion in spending. Still, the initiative signals the administration’s position on encouraging greater adoption.\nChargePoint is a vertically integrated pure-play EV charging name, selling charging hardware to customers, which it then turns into recurring revenue through a cloud-based software support system. The company provides charges across commercial, fleet and the residential segments, with Facebook, Whole Foods and FedEx among its customers.\nIn September the company, which was founded in 2007,announced its plan to go publicthrough a reverse merger with special purpose acquisition company Switchback Energy Acquisition Corporation. The deal closed on Feb. 26.\n“Europe and fleet expansion provide significant greenfield growth opportunities outside core commercial volumes...as CHPT aims to leverage core hardware, software & services integration, as well as tech expertise,” Kelley said. He also pointed to the company’s asset-light model — it doesn’t own the charging infrastructure — as fueling upside into the future.\nJefferies has a $40 target on the stock, which is 26% above where shares closed on Friday.\nThe stock has gained 3% since the merger was completed at the end of February.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126841027,"gmtCreate":1624552936469,"gmtModify":1703840308072,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126841027","repostId":"1155360226","repostType":4,"repost":{"id":"1155360226","pubTimestamp":1624542060,"share":"https://ttm.financial/m/news/1155360226?lang=&edition=fundamental","pubTime":"2021-06-24 21:41","market":"us","language":"en","title":"Electric vehicle stocks rally as Green Tidal Wave hopes are recharged","url":"https://stock-news.laohu8.com/highlight/detail?id=1155360226","media":"seekingalpha","summary":"Electric vehicle stocks are gaining again in early action in a move that is being attributed to progress with the infrastructure deal in D.C.That is recharging the Green Tidal Wave vibe that was pretty common from Wall Street earlier in the year. Morgan Stanley analyst Adam Jonas noted previously that the EV infrastructure bill could include purchase incentives for EVs, development of charging and manufacturing infrastructure, grid enhancement, etc. - which could all disproportionately benefit T","content":"<p>Electric vehicle stocks are gaining again in early action in a move that is being attributed to progress with the infrastructure deal in D.C.</p>\n<p>That is recharging the Green Tidal Wave vibe that was pretty common from Wall Street earlier in the year. Morgan Stanley analyst Adam Jonas noted previously that the EV infrastructure bill could include purchase incentives for EVs, development of charging and manufacturing infrastructure, grid enhancement, etc. - which could all disproportionately benefit Tesla and pure BEV startups in the near term. Wedbush Securities analyst Dan Ives and team forecast the EV market represents a $5 trillion total addressable market over the next decade with many EV OEMs/supply chain players poised to be major winners.</p>\n<p>EV gainers morning&nbsp;trading: Tesla(NASDAQ:TSLA)+2.37%, Fisker, Workhorse Group, Lordstown Motors, Canoo(NASDAQ:GOEV), Churchill Capital Corp IV-Lucid(NYSE:CCIV), ChargePoint Holdings(NYSE:CHPT), Li Auto(NASDAQ:LI)+0.15%, Nio(NYSE:NIO)+2.09%, QuantumScape(NYSE:QS).</p>\n<p><img src=\"https://static.tigerbbs.com/17d4392ca5f5a0bf408ca43a9138a562\" tg-width=\"280\" tg-height=\"246\"></p>\n<p></p>\n<p>Electrification is a big part of the story now in Detroit as well. General Motors(NYSE:GM)is&nbsp;0.70% higher&nbsp;and Ford(NYSE:F)is&nbsp;up 0.88%.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Electric vehicle stocks rally as Green Tidal Wave hopes are recharged</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\">\nElectric vehicle stocks rally as Green Tidal Wave hopes are recharged\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 21:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3709543-electric-vehicle-stocks-rally-as-green-tidal-wave-hopes-are-recharged><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are gaining again in early action in a move that is being attributed to progress with the infrastructure deal in D.C.\nThat is recharging the Green Tidal Wave vibe that was ...</p>\n\n<a href=\"https://seekingalpha.com/news/3709543-electric-vehicle-stocks-rally-as-green-tidal-wave-hopes-are-recharged\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/news/3709543-electric-vehicle-stocks-rally-as-green-tidal-wave-hopes-are-recharged","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1155360226","content_text":"Electric vehicle stocks are gaining again in early action in a move that is being attributed to progress with the infrastructure deal in D.C.\nThat is recharging the Green Tidal Wave vibe that was pretty common from Wall Street earlier in the year. Morgan Stanley analyst Adam Jonas noted previously that the EV infrastructure bill could include purchase incentives for EVs, development of charging and manufacturing infrastructure, grid enhancement, etc. - which could all disproportionately benefit Tesla and pure BEV startups in the near term. Wedbush Securities analyst Dan Ives and team forecast the EV market represents a $5 trillion total addressable market over the next decade with many EV OEMs/supply chain players poised to be major winners.\nEV gainers morning trading: Tesla(NASDAQ:TSLA)+2.37%, Fisker, Workhorse Group, Lordstown Motors, Canoo(NASDAQ:GOEV), Churchill Capital Corp IV-Lucid(NYSE:CCIV), ChargePoint Holdings(NYSE:CHPT), Li Auto(NASDAQ:LI)+0.15%, Nio(NYSE:NIO)+2.09%, QuantumScape(NYSE:QS).\n\n\nElectrification is a big part of the story now in Detroit as well. General Motors(NYSE:GM)is 0.70% higher and Ford(NYSE:F)is up 0.88%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128141106,"gmtCreate":1624507978605,"gmtModify":1703838741719,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/128141106","repostId":"2145012541","repostType":2,"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121051216,"gmtCreate":1624446032735,"gmtModify":1703836899917,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121051216","repostId":"1145825451","repostType":4,"repost":{"id":"1145825451","pubTimestamp":1624433586,"share":"https://ttm.financial/m/news/1145825451?lang=&edition=fundamental","pubTime":"2021-06-23 15:33","market":"us","language":"en","title":"Why I Believe NIO Will Beat Out Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1145825451","media":"InvestorPlace","summary":"The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.Super fans of the latest and greatest high-endTesla, Inc. model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.The go","content":"<blockquote>\n <b>The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.</b>\n</blockquote>\n<p>Super fans of the latest and greatest high-end<b>Tesla, Inc.</b>(NASDAQ:<b>TSLA</b>) model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.</p>\n<p><img src=\"https://static.tigerbbs.com/b294a3604c7ba82bd19b3c70be3a4020\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: nrqemi / Shutterstock.com</p>\n<p>Musk wrote there was… “No need, as Plaid is just so good.”</p>\n<p>The Model S Plaid Plus was supposed to be the fastest, most powerful and priciest version of the company’s Model S. Priced at $149,990, it was to feature a range of 520 miles, thanks to its innovative 4680 battery cells, 1,100 horsepower and the ability to speed from 0 to 60 mph in less than two seconds.</p>\n<p>Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.</p>\n<p>As a way to “sugar coat” its flip flop, Tesla said the Model S Plaid is just as fast as the Model S Plaid Plus and $20,000 cheaper. Humm.</p>\n<p>This “bait and switch” has some Tesla fans worried, since they had deposits on the Model S Plaid Plus and wanted the innovative 4680 battery cells that Tesla had been touting as the key to longer range and more power. Essentially, the 4680 battery cells were the latest great Tesla development, since they were the first batteries to also be a structural component that supposedly allowed Tesla to lower the weight of its vehicles.</p>\n<p>Both the company’s Austin and Berlin manufacturing plants now under construction are supposed to also be making the 4680 batteries for new Tesla vehicles. If there is a problem with the engineering associated with utilizing the 4680 batteries or making them a structural component, then Tesla has grossly miscalculated, which is now worrying investors.</p>\n<p>Clearly something happened to delay the 4680 batteries that were supposed to provide Tesla with a competitive and engineering edge. For Tesla’s sake, I hope they figure out the problems associated with their much hyped 4680 battery cells, otherwise concerns about its two new manufacturing plants will emerge, as well as the stock losing more of its “mojo.”</p>\n<p>As someone who owns more than a few high-performance vehicles, I can tell you that the engineering geeks I know do<i>not</i>want to get a new Model S Plaid instead of a Model S Plaid Plus and will likely ask for their deposits back.</p>\n<p>What Tesla did is like Ferrari or Porsche telling its customers that one of their much-hyped new performance models is now not being sold because the base model was just as good! Car fanatics, like myself, like the latest and greatest engineering tidbits, so we would rather cancel our orders versus settle for a base model.</p>\n<p>The good news for Tesla is that its China sales in May resurged to 21,936, up sharply from 11,671 in April. The company’s sales tend to spike at the end of each quarter. For example, Tesla sold 35,478 vehicles in China in March, which was the strongest month ever in China.</p>\n<p>This is raising expectations for very strong China sales in June, especially now that the Model Y is being manufactured in Shanghai. Interestingly, since most Chinese Teslas are now made with iron phosphate batteries, these vehicles have lower range than its lithium cobalt vehicles, but its iron phosphate vehicles are cheaper and now increasingly being exported to Europe.</p>\n<p>However, I’m convinced another electric vehicle (EV) company will eventually displace Tesla as the biggest manufacturer of EVs in China.</p>\n<p><b>Taking Advantage of the EV Revolution’s Profit Potential</b></p>\n<p>I’m talking about&nbsp;<b>Nio, Inc.</b>(NYSE:<b>NIO</b>). The reality is that this company is on the verge of dominating the EV market in China and Hong Kong. It’s why I put NIO on my<b><i>Platinum Growth Club</i></b>Model Portfolio back in February.</p>\n<p>The company boasts that it is the “next-generation car company,” as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence (AI). NIO currently offers an electric seven-seater SUV (ES8) and a five-seater electric SUV (ES6) and recently introduced an attractive electric sedan (ET7). Its vehicles utilize NOMI, an in-vehicle artificial intelligence assistant.</p>\n<p>The company is also partnering with cutting-edge chip companies like<b>NVIDIA Corporation</b>(NASDAQ:<b>NVDA</b>), another one of my<b><i>Platinum Growth Club</i></b>Model Portfolio stocks. NIO plans to use the NVIDIA DRIVE Orin system-on-a-chip for its electric vehicles that will provide autonomous driving capabilities. The NVIDIA DRIVE Orin-powered supercomputer, which is being called Adam, will be launched in the ET7 sedan in China in 2022. Announcements like this are very positive, so NIO has been stealing some of Tesla’s thunder lately.</p>\n<p>Now, it’s important to note that NIO was bailed out by the Chinese government. Last year, the Chinese government injected $1 billion and now has a 24% ownership in the company. The reality is that China wants to dominate at least five major industries by 2025, and NIO is now its ticket to dominate EV manufacturing.</p>\n<p>With the backing of the Chinese government, some Wall Street firms are eager to help NIO by issuing new debt or equity. So, I wouldn’t be surprised if NIO surpasses Tesla, which is currently number-two in China, for market share in the upcoming years.</p>\n<p>That means, if you missed Tesla’s parabolic run like I did, NIO is essentially giving us a “second chance” to make money in a potentially explosive electric vehicle company.</p>\n<p>Shares of NIO climbed nearly 13% since the company’s June 4 announcement of its May delivery report and positive analyst comments, while Tesla shares rose almost 3%. First, NIO revealed that the global chip shortage is starting to take a toll on its business. NIO only delivered 6,711 vehicles in May, or a 5.5% decline from April’s deliveries. Company management noted that deliveries were “adversely impacted for several days due to the volatility of semiconductor supply and certain logistical adjustments.”</p>\n<p>Interestingly, despite the month-to-month dip, NIO’s deliveries were still up 95.3% year-over-year. Strong demand in China even inspired a Citigroup analyst to upgrade NIO to a buy rating, as he expects demand to accelerate in the coming months.</p>\n<p>In other words, NIO represents the<b>crème de la crème</b>of EV stocks right now.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I Believe NIO Will Beat Out Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I Believe NIO Will Beat Out Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.\n\nSuper fans of the latest and greatest high-endTesla, Inc.(NASDAQ:TSLA) model received some disappointing news a week ...</p>\n\n<a href=\"https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145825451","content_text":"The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.\n\nSuper fans of the latest and greatest high-endTesla, Inc.(NASDAQ:TSLA) model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.\nSource: nrqemi / Shutterstock.com\nMusk wrote there was… “No need, as Plaid is just so good.”\nThe Model S Plaid Plus was supposed to be the fastest, most powerful and priciest version of the company’s Model S. Priced at $149,990, it was to feature a range of 520 miles, thanks to its innovative 4680 battery cells, 1,100 horsepower and the ability to speed from 0 to 60 mph in less than two seconds.\nInstead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.\nAs a way to “sugar coat” its flip flop, Tesla said the Model S Plaid is just as fast as the Model S Plaid Plus and $20,000 cheaper. Humm.\nThis “bait and switch” has some Tesla fans worried, since they had deposits on the Model S Plaid Plus and wanted the innovative 4680 battery cells that Tesla had been touting as the key to longer range and more power. Essentially, the 4680 battery cells were the latest great Tesla development, since they were the first batteries to also be a structural component that supposedly allowed Tesla to lower the weight of its vehicles.\nBoth the company’s Austin and Berlin manufacturing plants now under construction are supposed to also be making the 4680 batteries for new Tesla vehicles. If there is a problem with the engineering associated with utilizing the 4680 batteries or making them a structural component, then Tesla has grossly miscalculated, which is now worrying investors.\nClearly something happened to delay the 4680 batteries that were supposed to provide Tesla with a competitive and engineering edge. For Tesla’s sake, I hope they figure out the problems associated with their much hyped 4680 battery cells, otherwise concerns about its two new manufacturing plants will emerge, as well as the stock losing more of its “mojo.”\nAs someone who owns more than a few high-performance vehicles, I can tell you that the engineering geeks I know donotwant to get a new Model S Plaid instead of a Model S Plaid Plus and will likely ask for their deposits back.\nWhat Tesla did is like Ferrari or Porsche telling its customers that one of their much-hyped new performance models is now not being sold because the base model was just as good! Car fanatics, like myself, like the latest and greatest engineering tidbits, so we would rather cancel our orders versus settle for a base model.\nThe good news for Tesla is that its China sales in May resurged to 21,936, up sharply from 11,671 in April. The company’s sales tend to spike at the end of each quarter. For example, Tesla sold 35,478 vehicles in China in March, which was the strongest month ever in China.\nThis is raising expectations for very strong China sales in June, especially now that the Model Y is being manufactured in Shanghai. Interestingly, since most Chinese Teslas are now made with iron phosphate batteries, these vehicles have lower range than its lithium cobalt vehicles, but its iron phosphate vehicles are cheaper and now increasingly being exported to Europe.\nHowever, I’m convinced another electric vehicle (EV) company will eventually displace Tesla as the biggest manufacturer of EVs in China.\nTaking Advantage of the EV Revolution’s Profit Potential\nI’m talking about Nio, Inc.(NYSE:NIO). The reality is that this company is on the verge of dominating the EV market in China and Hong Kong. It’s why I put NIO on myPlatinum Growth ClubModel Portfolio back in February.\nThe company boasts that it is the “next-generation car company,” as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence (AI). NIO currently offers an electric seven-seater SUV (ES8) and a five-seater electric SUV (ES6) and recently introduced an attractive electric sedan (ET7). Its vehicles utilize NOMI, an in-vehicle artificial intelligence assistant.\nThe company is also partnering with cutting-edge chip companies likeNVIDIA Corporation(NASDAQ:NVDA), another one of myPlatinum Growth ClubModel Portfolio stocks. NIO plans to use the NVIDIA DRIVE Orin system-on-a-chip for its electric vehicles that will provide autonomous driving capabilities. The NVIDIA DRIVE Orin-powered supercomputer, which is being called Adam, will be launched in the ET7 sedan in China in 2022. Announcements like this are very positive, so NIO has been stealing some of Tesla’s thunder lately.\nNow, it’s important to note that NIO was bailed out by the Chinese government. Last year, the Chinese government injected $1 billion and now has a 24% ownership in the company. The reality is that China wants to dominate at least five major industries by 2025, and NIO is now its ticket to dominate EV manufacturing.\nWith the backing of the Chinese government, some Wall Street firms are eager to help NIO by issuing new debt or equity. So, I wouldn’t be surprised if NIO surpasses Tesla, which is currently number-two in China, for market share in the upcoming years.\nThat means, if you missed Tesla’s parabolic run like I did, NIO is essentially giving us a “second chance” to make money in a potentially explosive electric vehicle company.\nShares of NIO climbed nearly 13% since the company’s June 4 announcement of its May delivery report and positive analyst comments, while Tesla shares rose almost 3%. First, NIO revealed that the global chip shortage is starting to take a toll on its business. NIO only delivered 6,711 vehicles in May, or a 5.5% decline from April’s deliveries. Company management noted that deliveries were “adversely impacted for several days due to the volatility of semiconductor supply and certain logistical adjustments.”\nInterestingly, despite the month-to-month dip, NIO’s deliveries were still up 95.3% year-over-year. Strong demand in China even inspired a Citigroup analyst to upgrade NIO to a buy rating, as he expects demand to accelerate in the coming months.\nIn other words, NIO represents thecrème de la crèmeof EV stocks right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129278594,"gmtCreate":1624375695518,"gmtModify":1703834950978,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share 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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167931527","repostId":"1134750693","repostType":4,"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162321335,"gmtCreate":1624035410027,"gmtModify":1703827385979,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share 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it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166274104","repostId":"1148576248","repostType":4,"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378601353,"gmtCreate":1619019251272,"gmtModify":1704718457781,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378601353","repostId":"1121285528","repostType":4,"repost":{"id":"1121285528","pubTimestamp":1619017452,"share":"https://ttm.financial/m/news/1121285528?lang=&edition=fundamental","pubTime":"2021-04-21 23:04","market":"us","language":"en","title":"Dow rises 200 points as economic recovery plays rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=1121285528","media":"CNBC","summary":"U.S. stocks rose on Wednesday led by a rebound in cyclical names as equities tried to recover from t","content":"<div>\n<p>U.S. stocks rose on Wednesday led by a rebound in cyclical names as equities tried to recover from two straight days of losses.\nThe S&P 500 inched up 0.4%, while the Dow Jones Industrial Average ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/20/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow rises 200 points as economic recovery plays rebound</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.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\">\nDow rises 200 points as economic recovery plays rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 23:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/20/stock-market-futures-open-to-close-news.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks rose on Wednesday led by a rebound in cyclical names as equities tried to recover from two straight days of losses.\nThe S&P 500 inched up 0.4%, while the Dow Jones Industrial Average ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/20/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/04/20/stock-market-futures-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1121285528","content_text":"U.S. stocks rose on Wednesday led by a rebound in cyclical names as equities tried to recover from two straight days of losses.\nThe S&P 500 inched up 0.4%, while the Dow Jones Industrial Average gained 200 points. The tech-heavy Nasdaq Composite gained 0.3%.\nShares of Norwegian Cruise Line Holdings led a pop in reopening plays after Goldman Sachs upgraded the stock. Norwegian jumped more than 7%, while Carnival and Royal Caribbean rose about 3% each.\nUnited Airlines rebounded 2% after plunging 8.5% on Tuesday after the carrier reported its fifth consecutive quarterly loss and said that business and international travel is still far from a recovery. The State Department said it would increase “do not travel” advisories to 80% of the world’s countries, adding that the pandemic presents an “unprecedented risk to travelers.”\nNetflix shares plunged about 8% after the streaming giant reported subscriber additions that fell far short of Wall Street estimates as the demand surge from the pandemic started to fade. The company also said it only expects to add about 1 million subscribers in the current quarter, well below estimates. Shares of Roku fell 3% in sympathy.\nCompanies have been handing in solid quarterly results, but the bar is high for earnings to lift the stock market higher after a strong rally to record highs this year. Additionally, analysts are focused on the outlook companies are willing to give. The Dow and the S&P 500 are still both up 10% for the year after hitting records on Friday.\n“It appears the economy is now well on its way to recovery. Still, earnings guidance early in the current reporting season appears to lean more conservative than our economic projections suggest,” said Scott Wren, Wells Fargo’s senior global market strategist.\nMore than 70 S&P 500 companies have reported so far, and they posted a 23% upside to analysts’ earnings expectations on average, according to CNBC calculations.\nWall Street just suffered back-to-back losses as reopening plays led the market lower amid renewed concerns about rising new Covid cases globally. The Dow fell 250 points on Tuesday for its worst daily performance since March 23, while the S&P 500 and the Nasdaq slid 0.7% and 0.9%, respectively.\nThe Cboe Volatility Index, also known as the VIX or the market’s fear gauge, rose for three consecutive days, landing above 19 after hitting a 14-month low last week.\n“This has been a very good earnings season as 90% of the S&P 500 companies delivered robust results, but the problem for stocks is that most of the good news has already been priced in,” Edward Moya, senior market analyst at Oanda, said in a note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":335821863,"gmtCreate":1610558454552,"gmtModify":1704984622226,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/335821863","repostId":"1109004051","repostType":4,"repost":{"id":"1109004051","pubTimestamp":1610518815,"share":"https://ttm.financial/m/news/1109004051?lang=&edition=fundamental","pubTime":"2021-01-13 14:20","market":"us","language":"zh","title":"对话20位顶级投资人：关于2021的创业、投资、危与机","url":"https://stock-news.laohu8.com/highlight/detail?id=1109004051","media":"36氪","summary":"和投资行业的未来人一起理解未来。\n在21世纪第二个十年的尾巴，万千年轻人再次上山下乡，在二三线城市点燃了社区团购战场的滚滚狼烟。谁能想到，中国商业最焦灼的战场，似乎一夜之间回到了十年前的千团大战时代。","content":"<p>和投资行业的未来人一起理解未来。</p>\n<p>在21世纪第二个十年的尾巴，万千年轻人再次上山下乡，在二三线城市点燃了社区团购战场的滚滚狼烟。谁能想到，中国商业最焦灼的战场，似乎一夜之间回到了十年前的千团大战时代。新经济笙歌十年，犹如幻梦一场。</p>\n<p>这简直像是一个时代的隐喻。</p>\n<p>2020年又是如此奇绝。一个或许已是陈词滥调、但我们认为仍有必要强调的观点是：在新经济领域，2020年是一个破坏与重建同时发生的关键年份，是许多年后我们回想起来，也会称之为一个分水岭式的结界。</p>\n<p>人们没有意料到这一年的唐突。在我们的2019年终盘点中，即便是投资人们最悲观的的答案，也很难预测到这一年如疾风之遽变、骤雨之动荡：新年伊始，疫情黑天鹅按下全球经济列车暂停键，二级市场嗅到危险，美股猝不及防一个月四次熔断，“大放水”时代接踵而至。</p>\n<p>人们也没有意料到这一年的暗含壮美。下半年后，中国创投生态如火如荼地恢复，“最好的时代”匆匆接替“最坏的时代”走到台前：一级市场估值水涨船高；股市拉起陡峭的抛物线；一度趴落在谷底的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车在年末收官之日市值翻11倍；中国VC/PE投资人的退出高达12959亿人民币——创下十年新高。</p>\n<p>这正是未来令人惊狂之处。敢于预测未来的人需要的不仅是智识，更是勇气，是相信未来会来的底层信念。根据惯例，我们邀请到20位中国当下最活跃的投资人共同完成这份艰难任务。与往年略有不同的是，你将在今年的“氪记”中看到一些或许并不熟悉的面孔。</p>\n<p>如何定义“他们”可能有很多的角度，但我们的初衷是：让投资行业的未来人帮助我们理解未来。所以，这二十人不仅拥有相当的基金运营管理经验（他们大多是合伙人），也要长期扎根在投资一线，对市场冷暖拥有直接的体感。是的，他们是既坐指挥舱又坐驾驶舱的人。</p>\n<p>在接下来的文章中，关于一些具体的话题——比如变化中的资本流向、新旧基金交替、泡沫中的价值皈依，以及更多创业者关心的热门赛道：社区团购、消费品牌、企业服务、新科技等等，他们都会提供一些并不流俗的观察。<a href=\"https://laohu8.com/S/KRKR\">36氪</a>也试图和他们聊了一些更个体的问题，比如他们是如何理解个人、投资与未来世界的。</p>\n<p>最后，感谢每一位受访的投资人。他们是（按拼音顺序）：<b>真格基金合伙人戴雨森、万物资本合伙人顾旻曼、红杉中国合伙人郭山汕 、高瓴合伙人、高瓴创投软件与硬科技负责人黄立明、 XVC合伙人胡博予，高榕资本合伙人韩锐 ，泰合资本合伙人蒋科，IDG资本合伙人连盟、云锋基金合伙人李娜、启明创投投资合伙人唐艳旻、BAI资本董事总经理汪天凡、经纬中国合伙人王华东、五源资本合伙人袁野、光速中国助理合伙人朱嘉、绿洲资本合伙人张津剑、渶策资本创始合伙人周凌霏、DCM合伙人赵磊、金沙江创投主管合伙人张予彤、源码资本董事总经理张星辰和黑蚁资本管理合伙人张沛元。</b></p>\n<p><b>一级市场：泡沫、越界与头部时代</b></p>\n<p><b>1、募资稍回暖：谨慎求变的人民币，积极入华的美元</b></p>\n<p>尽管在2020年可谓大交易频发之年，但宏观数据告诉我们：中国一级市场自身依然没有逃脱“资本寒冬”时代。</p>\n<p>有两个显性指标：2020年前11个月，新成立基金数量较2018年同期下降了52%；基金的认缴规模较2018年的跌幅也高达29%。</p>\n<p>2018年，被称为“史上最严”的资管新规落地，延宕四五年之久的人民币基金狂潮渐儿偃旗息鼓。但事实上直到如今，中国资本市场依然蜿蜒行进在资管新规的延长线上。另一方面是众所周知的疫情影响，基金的募资活动——尤其是对新基金而言——必然受阻。</p>\n<p>尽管政策对政府和国有资本出资有收紧之势，转折也在悄然发生。</p>\n<p>一方面是保险资金出现松动：11月13日，中国银保监会发布通知，明确取消保险资金财务性股权投资的行业限制；同月，泰康投资发起成立规模为12亿的泰康乾亨创新股权母基金，主要关注VC阶段基金管理人。另一方面，2020年至少有三支国家级的母基金宣告成立，包括国家绿色发展基金、国家中小企业发展基金和中国文化产业投资母基金，合计总规模达1500亿元左右。</p>\n<p>这是一组具有标志意义的信号：国家层面在鼓励用风险投资的方式来帮助市场化经济更好发展。</p>\n<p>当然，此类资金也对基金的风控、资质等方面提出了更高的要求。黑蚁资本张沛元观察到，人民币LP在向专业化和机构化发展的同时，其诉求也越来越清晰，“评判标准不仅仅看业绩，也会考虑到投资的整体配置”，“回归本源，是我们对2021年募资预判的关键词”。DCM赵磊认为，随着资管新规过渡期延长，“对于不少人民币LP而言，回报并不是对GP的第一考量”，更多人民币资金将会集中在国资背景的机构手上。“对于很多募集人民币的机构而言，未来都更加挑战。”万物资本顾旻曼判断，2020年人民币LP的新趋势将对头部基金带来更多利好。</p>\n<p>美元方面，伴随2020年全球股市先抑后扬，美联储近乎“无限制”地释放流动性，不少一线GP都和XVC胡博予一样感受到今年募资中出现一个鲜明的信号：美元LP投中国更积极了。“好多以前没见过的，没投中国的LP专程跑来或找人介绍。”</p>\n<p>比如：高榕资本第五期美元基金及新一期人民币基金完成超100亿人民币募资；启明创投第七期美元基金完成12亿美元募资；DMC中国前后完成7.8亿、1亿美元募资。</p>\n<p>胡博予认为，疫情背景下，中国具有“网络效应的制造业生态系统”的价值在进一步放大，“在效率优化这件事上，中国已经在全世界的顶端”。光速中国朱嘉告诉36氪，短期内美元仍然不会式微。“国内现在有多种灵活机制，能使得美元基金在国内的投资有同样上市的机会和合理的退出机制。这些都是让美元基金在国内可以持续良性发展的很重要的基础。”</p>\n<p><b>2、估值疯了：是周期，也是泡沫</b></p>\n<p>这是一个有趣的现象：我们可以认为2020年是VC/PE投资市场最差的年份，因为投资机构出手次数创下近三年新低，金额超10亿美元的交易量直线下降。但它又是2018年以来最好的年份，在充满悲观犹疑情绪的上半年结束后，下半年的创投行业似乎瞬间“梦回2014”，尤其是这些领域令人叹为观止的估值飞涨——芯片半导体、消费品牌、创新药等多个赛道争抢项目的火药味异常浓烈，“没时间尽调，谁先打钱谁投”成为每天都在上演的奇谈。</p>\n<p>经纬中国王华东认为，如今全球利率都很低，疫情后尤其明显，这种现象正逼迫投资者去追逐优质标的，而优质标的是稀缺的，这就使得原本拥挤的交易更加拥挤，导致投资者对公司价值的判断“非常夸张地前置”。真格基金戴雨森说：“钱多而优质资产不多的情况下，就会导致头部项目很贵，并且被抢得很快。”</p>\n<p>泰合资本合伙人蒋科向36氪分析，除二级市场的示范效应外，2020年部分企业高估值背后受多种因素影响：第一，疫情对消费、企业服务、医疗带来长期、确实的基本面改变，也同时带来了短期概念追捧；第二，过去两年资产管理行业“主动化、净值化”、“非标转标”的趋势，以及注册制落地，在退出难门槛和回报两个方面给机构带来了长期的结构性利好和短期的估值红利；第三，美元资金成本大幅降低、中国底层资产增长较高，加之消费等领域的资本流入限制相对较少，估值抬升也就更明显；第四，机构、投资人本身的微观行为，包括目标变化和竞争态势，也会造成估值的推高。</p>\n<p>“当前投资机构的FOMO（Fearof Missing Out）情绪较高，支付的更高溢价包含了对miss头部项目风险的定价。我们和投资人交流发现，其实大家也都能感知到估值的压力，但是当音乐停下来之前，the show must go on。”蒋科认为，当投融资行为中的博弈因素放大时，估值偏离基本面的情况会相对容易发生；而当市场不确定性升高时（头部项目的超额回报可能很高），风险投资本身蕴含的看涨期权价值就会提升，出手看牌的代价更小、意向更强。</p>\n<p>在2021年，普遍的高估值是否还能持续？</p>\n<p><b>投资人们的普遍态度比较乐观。</b>“没有永恒的估值模型，只有时代的估值模型。”绿洲资本张津剑告诉36氪，目前全球货币宽松加上市场的不确定增加，溢价会长期出现并加强。黑蚁资本张沛元也认为，目前在真正优质的资产身上不存在显著的泡沫，这些资产的赛道长期空间和公司的护城河是可以支撑其估值的，长期也会给投资人带来合理的回报。周凌霏的判断是，今年医疗、芯片等行业估值提升是一个周期性的结果。“会有一些企业可能在此刻估值虚高了，但是扎实的好企业永远都是好的。”就像基金行业的“二八定律”一样，资本会向真正的好公司聚拢，下一轮也许会有更高的估值。</p>\n<p>但在DCM赵磊看来，一个好的公司不代表一定是好的投资标的，当其估值远远超出了实际的内在价值，作为投资的机会来讲就是不好的。张星辰也提到了类似观点：“二级市场的情绪超出了其应有的估值，再去追就是不理性的。”他以To B投资领域为例：“当我们从微观层面观察到硬件、软件和应用层各类创新不断涌现的情况下，在未来一个比较长期的时间里，投资人对于科技变革还是比较乐观的。同时有一个前提，投资人需要清醒地意识到市场比较火热和高估值的状态，需要保持冷静的心态，坚持去寻找那些更持久、创新的东西，去追求长期的变革。”</p>\n<p><b>3、VC/PE群战：基金们分陕而治的时代彻底终结</b></p>\n<p>在2020年开端，或许很少有人会意料到：在众多消极因素叠加的一年里，二级市场会成为拯救整个一级市场的天外来客。</p>\n<p>泰合资本合伙人蒋科告诉36氪，美元的宽松货币政策，叠加大部分经济体实体经济活动的停滞，资产价格上扬是大概率事件，包括私募股权、股票、黄金、比特币等都出现上涨的情况。“二级市场IPO的赚钱效应以及对标公司价格上涨带来的示范效应，也会传导到一级市场。”</p>\n<p><b>然而，估值的传导只是一方面，更深远的影响在于，资本市场的界限正变得越来越模糊。</b></p>\n<p>2020年2月，高瓴资本发布“致创业者的一封信”，宣布成立百亿规模的高瓴创投，杀入VC阶段；外媒报道称，提交给美国证券交易委员会的文件显示，2020年8月，红杉中国成立了红杉中国公开市场投资基金（Sequoia China Equity Partners），这支拥有独立团队的新基金有着明确的使命，投资于二级市场、全球公开交易的股票。这两家在中国同负盛名的顶级投资机构通过加大布局弥合着一二级市场间的界限，使“市场间的联动”使口号成为现实。</p>\n<p>与之同步发生的，是整个中国一级市场的群战时代。随手几例：老牌PE天图资本、弘毅投资、春华资本相继成立创投品牌；而高榕资本、源码资本也相继募得了大额基金，后者甚至已明示将发力成长期投资。</p>\n<p><b>除了顺应周期赚取可观收益外，市场间联动背后长期的逻辑不难理解。</b></p>\n<p>经纬中国王华东认为：“以前后期基金不投早期，因为早期风险太高，下判断的成本太高，不如在后期已经得到了筛选，再去投那些更可能成功的后期项目。但如今早期项目越来越贵，非爆款项目IPO后的收益却没有变得太高，以前的空间被压缩了，使得后期基金有动力往前做。”</p>\n<p>“过去一二级是分开的，二级卖二级的股票，一级赚上市前的钱。如果说，本来在二级市场能够赚3倍，现在在一级市场还能再赚1倍，投资者就可以接受在二级市场只赚2.5倍。”万物资本顾旻曼认为，这种现象的实质是资本市场马太效应的一个佐证。</p>\n<p>“混合型的基金在一、二级市场都有更高的风险承受力，意味着，一级的时候可以更猛，二级的时候出手可以更坚决。这对于单资产平台的公司来讲，会有更大的压力，提出更高要求和挑战。”</p>\n<p><b>4、新基金青黄不接：有历史阶段的必然，但长远可期</b></p>\n<p>某种程度上，中国资本市场的头部机构正在呈现出更极尽的马太效应。而与之同时发生的是，新基金却呈现出青黄不接的景象。</p>\n<p>从数据上来看，过去两三年内成立的新机构确实在急剧减少——2020年，新成立基金数量更是呈现出近5年的新低。当然这有一定的历史必然性：“双创”和它带来的LP阵容扩容机遇实在千载难逢，而基金裂变本身也有自身的周期性。</p>\n<p>云锋基金李娜认为，投资机构间的“二八定律”会成为长期趋势。未来会是一场与机构品牌、团队战斗力及稳定性、募资市场持续口碑、AUM（资产管理规模）相关的“综合性竞争”。</p>\n<p>王华东告诉36氪，不仅是VC，各行业都出现了越来越明显的头部效应，现在各个细分领域里第一名的体量，可能比第二名、第三名加起来的总和还要高，距离也还在拉大。早期投资真正最头部的竞争也就10-12家，但未来这十几家机构能获得90%以上这个行业的综合收益。“现在已经不是二八定律，而是非常明显的一九定律。”</p>\n<p><b>但从长远来看，新基金依然会不断诞生，只是若没有突发的历史机遇的话，大概率是以“低频”为常态。而这些机构大多必须通过在投资阶段、专注赛道、投后资源等多个方面寻求差异化打法，才能在中国大基金们林立的情景下突围。</b></p>\n<p>绿洲资本张津剑表示，只要“创新”在，围绕创新的配套服务（包括VC\\PE）都会随之更迭，这个行业会持续涌现新的业态和机构，“就像春暖花开一样，这一季冬天来得早一点、冷一点，但春天总会来的”。</p>\n<p>黑蚁资本张沛元提出，衡量一支基金的价值应回到业绩基本面。“业绩是多维度的，比如覆盖度、财务回报、现金回款速度、命中率等。但其对于一支专业型基金来说，基于行业理解和研究的超前判断力永远是最核心的能力。”</p>\n<p>在万物资本顾旻曼看来，“离产业近、离后期投资机构近、离年轻人近、离科研和产研近”是自身差异化发展的主要着力点。“新的VC肯定会持续诞生。就像人群更迭一样，年轻的力量也在诞生。只要有<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>的机会存在，VC的机会就存在。”</p>\n<p><b>热门领域行将何处</b></p>\n<p><b>1、消费生活：社区团购仍有创业机会，零售渠道亟需规模扩张</b></p>\n<p><b>2020年最引人关注的战争是什么？毋庸置疑是：社区团购。</b></p>\n<p>在这里，我们目睹了万千年轻人争相“下基层”的奇幻故事，原本只是零星布局的巨头们如同一夜回到“千团大战”时代。真格基金同时是兴盛优选、十荟团以及同程生活三个社区团购赛道主要玩家的天使/早期投资机构，戴雨森告诉36氪：“有意思的是，我们在投资这三家公司的时候，完全是本着投人的逻辑去看的，（公司）当时也不是都在做社区团购，没想到三个优秀的创业者最后殊途同归了。”</p>\n<p><b>从逻辑上推演，巨头的下场几乎是必然的：</b>“社区团购处于阿里、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>这类商品电商和美团这类本地生活服务电商中间的渗透地带，因此对于巨头而言既是进攻也是防守。”蒋科说。</p>\n<p>不过，这桩生意对巨头的战略作用仍处于假设阶段。“接下里的几个季度里，这个假设会经受考验。”汪天凡认为，烧钱抢市场未必是明智之举，“这是一个前端利润只有小个位数百分点的零售业务，没有敬畏之心，是很容易把自己烧死的。”</p>\n<p>在巨大压力下，部分创业者开始寻求被收购，但真的没有守土成功的可能吗？事实上，在当下的战局焦点——生鲜买菜上，巨头的优势可能并无法在短期内直接复用，在不同城市的落地更是千差万别。蒋科表示，从专注服务一个地区起手的创业者，还是有机会在主场和全国作战的巨头进行差异化竞争，尤其以北上广深以外地区为大本营的创业者，“只要更好地深耕本地、构建壁垒，还是可能有农村包围城市的优势”。</p>\n<p>简而言之，这是无法一招鲜吃遍天的生意，目前看来会是列强割据而非一统天下。创业者们即使只在1-2个地区打透用户、掌控供应链，同样足以支撑百亿美金的公司。郭山汕同样看好非一线城市的发展潜力，他表示，长沙武汉西安等内陆主要城市的本地消费能力惊人，消费模式和消费服务创新非常突出，人均可支配收入可观，房价相对合理，外省物资进入的流通成本低，接下来值得长线关注。</p>\n<p>消费生活的另一重镇是：零售渠道。在2020年，线下零售犹如四面开花——KK馆、调色师、wow color、Harmay、BA饰物局等集合店在过去两年被资本青睐，且逐渐成为新品牌的孵化器。</p>\n<p>张沛元认为，相较于上一代渠道，新选手真正的迭代表面在于自助式、仓储式的商业模式，内核则是向消费者让渡话语权。“新一代消费人群更知道自己要什么、自信心更强”，这是当下新消费的底层逻辑变化。</p>\n<p>相比品牌，零售渠道的好处是更加“赢家通吃”，但风险也更高。针对这个问题，王华东希望用“重视业态模型的稳定性和可复制性”来解答：“大多数渠道品牌在早期业务模型很难稳定，复制能力就会受限，甚至扩张越多亏损越多。因此重要的依然是模型打磨了多久、认知能力有什么边界、对上下游的整合能力处于什么水平。”</p>\n<p>不过，以上列举也只是大消费的部分板块。2020年是属于整个消费行业全面开花的一年。根据IDG资本连盟的定义，所谓消费，包括了一切能够吸引人们愿意去花钱以及投入时间的商品和服务。从这个角度看，这个世界上市值最高的消费公司应该是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，但大家却不太把苹果当作一只消费股。“同样道理，传统汽车无疑是大家理解的消费品，但新势力造车却不是；到线下培训机构报班是公认的消费行为，而在线教育、知识付费却未必是。”连盟说，这些都属于IDG定义的大消费赛道，其中他们特别看重“初心正、产品牛”的团队。</p>\n<p><b>2、新品牌：高估值并不意味着泡沫，技术赋能产品力是财富密码</b></p>\n<p>之所以要将“新品牌”独立于“消费生活”而单独成章，足见这个领域在2020年的不可思议。</p>\n<p>投资人们在2020年“全员消费”的转向，将这个已经火热了两年的战场烧至白热化。投资人们都提到一个共识：渠道、营销、供给的创<a href=\"https://laohu8.com/S/002001\">新和成</a>熟终于在这一年交汇，素有抗周期之美名的“消费品牌”再一次迸迸发出时代机会。</p>\n<p>这样就不难理解：当头部公司估值不断攀高、甚至大有泡沫之势时，投资人们却普遍在期待更大的风浪——泡沫确实存在，却仍可对不会震荡跌破的“那个”下重注。</p>\n<p>胡博予表示：“历史经验证明，特别优秀的创始人和商业模式，即使一时透支估值，从长期视角来看，仍然会给投资人带来理想的回报。”不过，汪天凡则提醒要注意预期与现实的差异。也就是说，别投到那个“会碎的泡沫”。</p>\n<p>除了财务上的回报，投资人们对新品牌的热情也来自于强烈的民族情怀。周凌霏感叹道：“大家都有一个全球化的本土品牌梦，没道理中国不会产生自己的<a href=\"https://laohu8.com/S/0NZM.UK\">欧莱雅</a>、爱茉莉。”李娜分析：“现在国内市场的环境是天时地利人和，全球最好的移动互联网的环境，最全的产业链、供应链，最聪明最勤勉的创业者层出不穷。我倾向于认为它不是一个国潮风，而是产业发展的必然趋势。”</p>\n<p>基础设施到位后，产品力成为竞争焦点。李娜发现， 这一代脱颖而出的品牌有个共同点：把产品力和用户价值放在一个特别高的优先级上。“没有一家是可以拿着过去十年不迭代的产品形态来赢得十年后的消费者，一定是产品进行了巨大的迭代和升级。”李娜说。</p>\n<p>周凌霏也认同这个观点，她这一年看消费品的心得是：平台、渠道的红利面向所有人，但唯有能洞察消费者的品牌，才能在退潮后站住脚。而这一点的秘密往往来自对信息和数据技术的运用：“无论是抓取关键词、AB test、精准投放，都是洞察力的迭代。互联网背景的品牌创始人正在且仍会创造惊喜。”</p>\n<p><b>遍地是机会的黄金窗口，第一批到达头部的玩家开始迎来新的焦虑。总有人问还会有下一个完美日记吗？每一个投资人都给出了肯定答案。</b></p>\n<p>韩锐直言：“消费行业并非空白市场，很多赛道都有强大的巨头，在过度供给的大背景下，实际上没有哪一家消费公司有非存在不可的理由。”因此，他认为真正的制胜点是一个在Vision、价值观和执行力上都突出的团队，投资人们需要找到那个能造时势的英雄。而周凌霏认为，头部公司的当务之急是找到下一条增长曲线，或者突破下一个增长瓶颈，这将是消费品牌持续要回答的问题。</p>\n<p>而真格基金戴雨森判断2021年或许会迎来洗牌之年，浑水摸鱼的消费创业公司可能会活不下去：“很多品类不够有锐度、市场空间不够大的品牌，即便在去年拿了很多融资，也有可能会慢慢发现做不大，然后逐渐倒下了。”</p>\n<p>可以预见的是，我们将继续在2021年迎来品牌大迭代。不过这并不意味着传统品牌会被淘汰。</p>\n<p>在新与旧犬牙交错、相互渗透的这一年，投资人们看到老树发新芽的机会：新品牌在快速的铺线下、自建供应链；传统品牌也在飞快的学习电商、直播、社交媒体营销。比如在袁野看来，传统品牌的挑战并不在于新入局者，而是在于能否洞察出变化背后隐含的新变量。而帮助他们与新变量结合，是创业者和投资人共同的机会。</p>\n<p><b>关于新品牌，还有一些有趣观点：</b></p>\n<p>王华东：所以有人会觉得新品牌的泡沫很大，主要是因为在拿传统公司去跟他们最对比。但这种对比往往并不成立，事实上有些新一代品牌已经是不同的物种了。</p>\n<p>袁野：新模式就像新的DNA，自然会得到更多地传播与复制，系统性把最初的创新变为未来的基础设施，而行业整体基础水平的提升将催生更多新物种。</p>\n<p>顾旻曼：以供应链优势为基础，经历过互联网流量生态竞争的中国创业者们，去到海外可能是降维打击。参考国外疫情状况，小家电、家居这类家用消费品牌的出海或将在明年迎来爆发。</p>\n<p>汪天凡：大部分品类创新的人性本质是，在成瘾性品类中做出了让消费者可以降低负罪感的创新，比如电子烟，水果茶，气泡水。中国消费者决策方式是中国品牌的基础，所谓是否有新的品牌机会，取决于决策方式的变化，这一变化主要是由新场景带动的，新场景的背后是4P（产品，定价，营销，推广）的组合式创新。</p>\n<p><b>3、在线教育：终极形态远未出现，寻找流量洼地是最新决胜点</b></p>\n<p>2019年初，很多投资人曾对36氪预测K12、英语等普惠教育变量不大。而2020颠覆一切。</p>\n<p>艾媒咨询数据显示，整整650亿热钱涌入了在线教育行业，头部公司不仅没进入精细化运营，反而开始疯狂烧钱和资本“内卷”——拿对手的钱，让对手无钱可拿；准备不足的玩家则只能勉强随大流陪跑，行业的强弱格局开始变得明朗。</p>\n<p>云锋基金在2020年底投资了猿辅导，李娜认为，“过去一年在线教育行业最大的变化来自强制性的线上渗透，因为疫情，所有用户在极短时间内被拉到电脑前。”这是不可复制且必须争夺的用户红利，因此企业展开获客大战有合理性。</p>\n<p>蒋科也同意这个观点。他认为在当前的情况下，资本是重要的战略资源，这已经成为头部的教育公司的共识，因此“烧钱圈地在1-2年内会是确定的事情。”</p>\n<p>烧钱总是令人焦灼的，尤其对已经经历过众多资本乱战的中国投资人来说。但李娜相信“大江大海出大鱼”：教育是个巨大且刚需的市场，在线化程度却落后于其他行业，“一定会出现千亿美金级别的公司”。</p>\n<p>不过李娜也判断，目前任何一家公司都没有走到拥有绝对品牌优势的阶段，因此战局依然不是稳定的。</p>\n<p>当头部玩家的用户规模达到200万量级，获新客、转化率、留存率都有可能决定下一阶段的战况。具体操作上，流量的来源有可能在明年产生变量。蒋科分析道，投放而来的流量固然最便捷高效，自有流量却高度可控、转化率高、获客成本低。在全渠道被狂轰滥炸一整年后，投放会继续持续进行，但寻找新的流量洼地也将是头部企业2021年的一个重要选择。</p>\n<p><b>在教育行业，有一点尤为不同于其他行业，即“人”的重要性。</b>周凌霏认为，这一点是投资人需要接受且敬畏的：“总是说互联网改造产业，但教育上我不敢这么说，应该是懂行业的人占主导，互联网去帮助他们。”</p>\n<p><b>而技术主义者却期待这一点在未来被减轻。</b>胡博予认为，猿辅导、作业帮等选手的阶段性胜出更多依靠运营而非产品，“四五成的年度留存率”证明用户仍未被充分满足。他对双师大班课这种似乎已被验证的模式仍持保留意见：“只是在这个空档期内，双师大班课是work的，终极形态的产品还远未出现。”在他看来，理想产品有可能大量依赖人机交互，数据和技术将在其中起到关键作用。这样的产品边际成本将趋近于零，规模和品牌的自增强更显著，因此不存在差异化的机会，到那时会更加“赢家通吃”。</p>\n<p><b>4、&nbsp;企业服务：估值挑战上限，天花板也会突破上限</b></p>\n<p>在原先就已愈演愈烈的To B大潮下，疫情倒逼的线上化无疑是催化剂，2020年的企业服务投资依然热度不减。</p>\n<p>高瓴创投黄立明分享了一组数据：“To B投资的行业热度上，如果说2019年是3，2020年起码涨到了4.5。”2020年，高瓴创投总共投出的项目超过200个，其中ToB领域投资项目有60多个。</p>\n<p>不过在黄立明看来，今年To B领域更突出的变化并非是源于疫情，而是国内浮现出新一代的创业者。“我们有了一批真正的技术owner，不再是模仿国外的先进技术和产品，而是站到了相关技术国际创新的前沿。”他甚至将2020年定义为“中国To B从模仿到超越的元年”。</p>\n<p>和黄立明相似，DCM赵磊也不全然认为疫情是造成To B投资风潮的关键原因。“如果这个商业逻辑本身不成立，只是在疫情期间才勉强成立，这样的投资方向不应该去做。”</p>\n<p>高瓴一家的火速出手，或许已能让我们窥得To B投资在2020年的火热。毫无疑问，To B显然是2020年估值最疯狂的领域之一。不过，大多数受访投资人表示，长远来看，这个行业目前的估值水平有相当的合理性。</p>\n<p>比如在云锋基金李娜看来：“为什么大家还蜂拥而上去抢头部公司，核心就是所在市场足够大和头部公司未来的momentum会越来越强。所以，估值一直在挑战人的上线，这是因为行业发展的潜力被打开了，行业天花板也一直在突破人的上线。”她乐观预判，这一批新的To B类头部公司有一个典型特征：在产品、技术、团队不断迭代的同时，顺应大的市场趋势，它们会极大程度上打破传统上一代公司的天花板。</p>\n<p><b>不过，和消费、品牌等一类投资不同的是，尽管万千机构都声称在投资To B，但每一家的落脚点可能完全不同。</b></p>\n<p>黄立明告诉36氪，如果说某种意义上好的toC产品起码有一个判断标志——海量用户的话，那么 To B好产品的标准要隐秘得多。在高瓴看来，好的toB产品一是满足企业真实、长期的需求；二是绝佳的用户体验。</p>\n<p>&nbsp;“这是看似简单、但实际无论是执行还是判断都不容易的两条。因为企业的需求有千千万，如何去伪存真，哪些是短期哪些是长期，哪些只是紧迫而哪些才是核心需求，都并不那么容易判断。”黄立明说，高瓴创投今年的一个心得是，更看重To B企业“对产品的初心”，反而不是那么早地关注市场、销售，“这两个问题有时候是冲突的，作为一家toB公司，我们希望你对你解决的问题坚定，到底真实的技术命题和商业命题是什么。我们青睐这样的公司。”</p>\n<p>当下，投资To B也要面临一个中国式的商业境遇：巨头们的悄然布局。比如钉钉、飞书等等企服软件正无孔不入地进入我们的职场生活。不过这似乎并不让投资人们忧心忡忡。</p>\n<p>张星辰就认为，企业服务的本质是为企业客户提供更多好的产品或者服务，这需要长时间与客户去一起打磨，研发的持续投入，以及带来的客户粘性和企业付费，从而形成一个连续的正反馈，不断增加企业的壁垒。也就是说，面对大部分企业服务赛道，巨头们其实也很难攻破。“大部分To B赛道并不是Winner takes all。相对来说，这个赛道对于年轻投资人是更好的，是有机会陪着公司一起成长的。”张星辰说。</p>\n<p>金沙江创投张予彤则补充道，巨头往往用流量型的业务逻辑思考问题，打造产品尽量满足通用的市场需求，因此流量逻辑的产品可能不是适合创业公司的机会。但在垂直行业，创业公司可以通过深耕业务场景，集成客户系统，给客户带来更极致的用户体验。“创业公司的机会在于找到最合适的技术和行业场景，并做到极致，并以此为支点撬动产业链的变革。”</p>\n<p><b>关于企服投资，还有一些有趣观点：</b></p>\n<p>BAI汪天凡：其实真正优质的企业服务公司是很少的，并没有所谓大潮。今年真正值得关注的是产业互联网和新一代数字基础设施，他们的服务形态是to B的，但是他们的存在意义不是企业服务，而是中国正在进行的更高维度的基础设施建设。</p>\n<p>金沙江创投张予彤：要对新兴技术保持敏感和信仰，很多时候99%的信仰和100%的信仰都是有本质区别的。</p>\n<p><b>5、硬科技：“烧钱”失效，周期和耐心的角力</b></p>\n<p>毫无疑问，未来的投资终究是属于硬科技的。这在2020年同样显露无疑。</p>\n<p>半导体、生物技术、新能源、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>制造等硬细分领域均在这一年保持极高热度。光速中国朱嘉尤为向36氪强调，人工智能持续发展落地很值得关注，过去几年，AI在很多实际应用上取得了不小的突破，这个领域依然将会是重要方向。</p>\n<p>金沙江创投张予彤则指出，由于疫情和国际政治不确定性带来的国产化替代的需求，半导体和IOT、EDA领域在2020年获得了更高的资本关注度。类似的赛道也在万物资本顾旻曼的雷达上，“但凡是卡脖子的技术，都有大的机会。”她说。</p>\n<p>王华东的视线更加聚焦。他认为，2021年智能电动车会持续销量爆发，而销量爆发带来规模效应的提升、综合成本的下降，会催生更多产业链玩家步入这个行业，备受瞩目的自动驾驶，也会因此受益。</p>\n<p>在2020年，还有一个不可忽视的赛道是<a href=\"https://laohu8.com/S/300024\">机器人</a>，甚至出现了移动时代才有的“半年估值涨幅十几倍”的奇观景象。在该领域频繁出手的源码资本，近期投资机器人项目近10起。在张星辰看来，中国工业机器人面临的机会存在于两个方面：一是机器人的智能化。充分利用3D视觉、SLAM导航以及深度学习等技术优势，寻求更加协调的\"眼、手、脑、脚\"的配合。二是机器人能力和使用场景的泛化。行业上游零部件的突破，自研控制器、<a href=\"https://laohu8.com/S/HLIT\">谐波</a>减速器、伺服系统等关键部件的成本下降。两端利好都在推动机器人公司实际落地能力的逐步增强，目前正处于验证PMF（产品和市场需求的契合点）拐点的一个阶段。不过他也提醒，这个行业肯定还会出现一些起伏，需要长期有耐心。</p>\n<p><b>一个观察是，对于不少年轻投资人来说，有关投资的世界观和方法论是在互联网时代建立起来的，讲求速度，也免不了烧钱。在硬科技投资中，如何修正这样的经验主义？</b></p>\n<p>在朱嘉看来，硬科技投资的方法论和互联网投资的确有很大的不一样：一、硬件行业有一个高度的产业链，投资人必须要对整个产业链的上下游各个环节都有很好的理解和研究，并且有更长的周期和耐心。二、互联网投资逻辑强调高效速度，继而通过资金建立壁垒，通过速度来取得最终胜利，但对于硬科技企业来说，技术才是核心壁垒。</p>\n<p>万物资本顾旻曼则对烧钱的可行性充满怀疑——相比于互联网和消费，科技领域的人才培养周期和产品迭代门槛有着数量级上的拉升：“在这个大的市场里，尤其对于B端用户来说，烧钱本身的效率并没有那么的高，更不要说它的效果。”</p>\n<p>“消费互联网模式创新较多，硬科技领域则需要技术创新。”金沙江创投张予彤说，她同样提到了高技术壁垒和快速迭代要求在本质上的矛盾，这个行业的投资人需要兼具行业和技术鉴别的能力，以及长期的耐心。</p>\n<p><b>有关硬科技领域的创业者和投资人需要具备哪些特质，还有以下有趣观点：</b></p>\n<p>高瓴资本黄立明：不扎堆，在研究基础上有自己的判断。同时我们认为投资人应该和创始人一样葆有初心：一个伟大to B产品的出发点始终是给客户提供一个好东西、提供价值。但价值分长短期，不能为了短期的价值丧失长期的，我们追求的一定是更大的长期价值。所以toB投资人，我们认为非常要不得急功近利。</p>\n<p>王华东：因为现在技术革新的非常快，技术路线繁多，要想在第一天就看清楚几乎没有可能，这要求更加的勤奋，去随时关注市场水温的变化；另一方面在某些情况下，不能太保守，核心要去找通过技术能够带来高附加值的领域。</p>\n<p><b>6、芯片半导体：正处历史机会的窗口期，尤应关注底层需求和应用场景之变</b></p>\n<p>国产替代的大背景下，芯片半导体行业去年在中国亦迎来热潮。在如何宏观的、历史地看待行业发展阶段这个问题上，红杉有发言权：他们几乎见证了美国20世纪70-90年代半导体繁荣发展，红杉美国团队在早期投资了众多成功半导体公司，比如Microchip、Linear Technology、LSI等。</p>\n<p>郭山汕表示，对比美国市场去年下半年的并购整合，中国半导体行业仍在蓬勃发展的上升期，“这是投资的历史性的机会窗口——就像20世纪70-80年代的美国市场”。</p>\n<p>“国内我们主要看好国际产业链转移下的成熟制程领域。目前，依托成熟制程的国产半导体领域有很明确的发展空间，比如泛模拟类半导体。其中，我们尤其看好功率领域的IC与分离器件。”郭山汕告诉36氪，红杉中国在功率半导体下游已有广泛布局，投资了蔚来、小鹏、DJI等一系列重要企业，“国产新能源车的快速渗透将在未来几年为国产功率半导体厂商提供绝佳市场机会。”此外，红杉中国也在积极关注计算与通讯等先进国产半导体设计公司。</p>\n<p>高瓴资本黄立明把“芯片热”归因为底层需求和应用场景的变化：“中国企业的迫不及待数字化转型需求令我们对算力和存储的要求都大大提高，而芯片是最基本的基础设施；于此同时，芯片的应用场景也发生了革命性变化，比如智能汽车成了越来越重要的领域。”</p>\n<p>基于这些原因，高瓴创投在2020年积极布局了包括壁仞科技、地平线、芯华章、敏芯半导体、星思半导体等在内的一批优秀公司。黄立明透露，在这个领域的公司高瓴主要就看两点：第一，看创始团队，他们过往在芯片架构设计方面有没有足够的实战经验；第二，他们今天做的事情是否足够创新。</p>\n<p>即便政策支持、资本青睐， 近两年依然有不少芯片项目暴雷。光速中国朱嘉不太希望用“暴雷”这个词来形容目前的状况，因为“出现一些失败的投资项目本身也是一个正常现象”，他认为整个行业总体上都还是在健康地发展。“我的建议是能更多的把资金交给市场化的基金去运作，让更专业的投资人通过甄别筛选把资金合理地投资到更值得投资的团队和方向上，从而保证有价值，有潜力的项目能在资本和政策的支持下获得更大的发展空间。”朱嘉说。</p>\n<p>万物资本顾旻曼则从“如何找到真正的顶级人才”来规避“暴雷”的风险：作为投资人，对技术和行业上的认知，往往局限在有限的时间和项目信息下，逻辑上来说，很难超越在芯片行业干了20年的专家。所以如果不去深挖人的背景和经历，而只是纸上谈兵地看项目信息，自以为迅速理解所有的技术知识，反而容易陷入误区。</p>\n<p>“这个行业能够做出优质产品，甚至能做出产品的人，并没有那么多。如果无法进入这些顶级专家的网络，无法甄别他们履历和经验的真假，光靠纸面信息来理解，做好这个领域的投资会很艰难。”顾旻曼坦言。</p>\n<p><b>关于芯片半导体，还有一些有趣观点：</b></p>\n<p>郭山汕：大家都在谈论国产替代，通过我们的观察和思考，越来越多的国产替代不再是简单的pin-to-pin，而是国产半导体公司通过与中国客户更近的距离，更快的迭代能力，不断创新出比传统厂商更具竞争力的产品。此外，国产替代对于中国半导体公司只是一个开始，能成为真正龙头的优秀公司一定要是开放的、具有全球性竞争力的。</p>\n<p><b>7、医疗健康：多元化投资人涌入，AI+项目受追捧</b></p>\n<p>疫情助推了线上医疗的普及，也让我们得以注意医疗健康这个更大的盘子今年在中国创投市场的风光：全年发生260多起投融资事件，66家公司IPO，A股募资金额TOP10中有6家创新研发企业。</p>\n<p>泰合资本合伙人蒋科告诉36氪，外部宏观环境的变化让医疗行业融资节奏大大加快，除了疫情原因，也有政策转变带来的系统性机会。“未来相当长的时间里，创新药和<a href=\"https://laohu8.com/S/002173\">创新医疗</a>器械、医疗科技、Pre-IPO主题的项目都会继续受到大家追捧。已经有更多元化的投资人涌入医疗市场。新的热点可能会发生在越来越多的交叉领域中，例如AI+Drug。”</p>\n<p>周凌霏则把医疗比作像十年前的互联网，“是个大红利行业，如果不是疫情也许行业会更热。今年会继续热下去的。”同样地，医疗行业的发展也不会有绝对的冬天和春天，而是螺旋式上升的周期性发展。</p>\n<p>2020年开年至今，启明创投共有11家医疗健康领域的投资企业分别在多个公开市场上市。启明创投唐艳旻乐见于大量的资金涌入了医疗健康领域。“资金充裕了，这个行业的发展会加速。疫情下，一些线上项目，与AI相结合的医疗项目，以及检验和新药项目目前均比较热。”她表示火热中同时要提防市场泡沫，“目前确实存在鱼龙混杂、一级市场项目估值过高的问题。”</p>\n<p>不过，唐艳旻也向36氪表示，只针对新冠病毒的防治领域的机会，可能是一些相对短期的机会，随着疫情的好转，病毒的变异等，这些机会或许会丧失，但借此机会升级换代或者开发出新的技术平台，就是长期的机会。</p>\n<p>而面对大型医疗健康公司的林立，创业公司对方向的判断选择尤为关键。“对于创业公司，应该做一些更加创新的、有可能颠覆现有技术的产品。行业巨头因为体制僵化，决策线长，对于新技术往往反应不那么迅速，这就是小型创业公司的机会。成熟领域基本上还是巨头的天下。”唐艳旻表示。</p>\n<p>2021年之前，启明创投已经在医疗健康领域完成了超过120家企业的投资。对于未来医疗健康行业的发展，唐艳旻认为，5年之后中国将有一大批拥有全球领导者地位的龙头企业发展起来：“我们更相信，2021年以及未来的中国，肯定会出现一批创新型生物公司——从诞生那一天开始，就拥有创新基因并和国际接轨。”</p>\n<p><b>8、出海：中国企业全球化已进入产品力比拼阶段，众多品类存在中长期出海机会</b></p>\n<p>2020年的疫情启示录在出海这个赛道上同样有个颇为激越的版本。</p>\n<p>某种程度上，出海也是个跨越周期的赛道——从外贸阶段到“世界工厂”，中国走了30年。而从2015年开始酝酿的自主品牌崛起，疫情大大缩短了这个过程。出海赛道里两个低调的玩家，SHEIN和Anker已经默默长成了小巨头。前者在今年8月完成了E轮融资，估值据传高达150亿美元；后者去年在创业板上市，市值超过700亿人民币。</p>\n<p>很长时间里，这个赛道并不为人所重视，因为行业整体处于低水平竞争中。IDG资本连盟告诉36氪，事实上，IDG资本从不把“出海”定义为某一个赛道，“出海”的说法本质是将中国与世界对立了；但中国是全球的一部分，并发挥着越来越重要的作用。</p>\n<p>IDG资本是最早布局“中国企业全球化”的投资机构之一。连盟表示， “Made in China”在相当长的一段时间内都不是好产品的代名词，但在持续迭代中，中国的产品力始终在增强，如今已经上升到了世界级水平。现在，“Made in China”已经开始被看作品质保证。“如果说中国企业全球化的第一阶段是贸易，第二阶段是工厂，那么如今已经进展到‘产品力或者品牌'的阶段。”连盟形容道，IDG资本看重的并非“出海”，而是真正可以实现“产品及服务全球化”的公司。中国的好产品走向全球，本质上是产品和服务足够好，可以提供足够有价值的体验，才能够被全球的消费者所接受和喜爱。</p>\n<p>在连盟的归纳里，中国的华为有实力成为世界的华为，喜茶也不是要成为“中国的<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>”或者“茶饮界的星巴克”，而是志在成为中国、乃至世界的喜茶。甚至包括芯片半导体领域，连盟以IDG投资的恒玄科技（BES）为例，其创业的初心便不是国产替代，而是真正能与国际顶级品牌同台。</p>\n<p><b>这正是中国品牌抓住疫情这个机会的秘密。</b>之所以中国品牌在海外被迅速接受，袁野认为，是因为在海外消费者需求爆发的情况下，本地供应链无法及时响应，而中国供应链却扛住了疫情的影响，展现出了稳定性，这是数十年之功。</p>\n<p>在此基础上，顾旻曼认为中国创业者的另一个优势是经历过互联网流量生态竞争，这让他们有机会迅速在国外获客，打赢电商战。具体而言，小家电、家居这类疫情相关品类的出海或将在明年迎来爆发。袁野也指出，除了美妆和服装，医疗服务、家居、在线娱乐等都存在中长期的出海机会。</p>\n<p>相比17万亿的贸易出口市场，跨境电商只是切到了小蛋糕，这个赛道还有极大的想象力。</p>\n<p>连盟认为，企业要有做全球化公司的胸怀和意识，并非出海公司，更不是出海的区域本地化公司。而要做到这一点，最根本的在于依托供应链提供优质的产品和服务。“企业要弘扬中国制造，就要真的制造出美的，而不仅仅是便宜的东西，这样才能够走向世界。对于投资机构来说，最重要的是你相不相信你投的东西是有品质、创造价值的。做得好的产品就应该立足于全球市场。”</p>\n<p>除此之外，汪天凡也提醒企业要更有敬畏心，“对于不同国家的政治经济环境和风土人情要有更充分的准备和应对才是真的。”</p>\n<p><b>关于Ta们、投资行业和未来世界</b></p>\n<p><b>Q：今年是你投资生涯中最荒诞的年份吗？</b></p>\n<p>王华东：2020年反倒是我经历过最精彩的年份，基本上算是半年集中做了此前一年的活，出差最忙的时候，一天需要去4个城市。</p>\n<p>胡博予：每一年都很荒诞，这是我有很多新尝试的一年，比如开始投消费。</p>\n<p>周凌霏：这一年唯一特殊的是疫情导致起落非常大，但疫情反而让扎实的企业展现了生存能力和优势，相当于给我们做了尽调。</p>\n<p>朱嘉：恰恰相反，2020是非常让人兴奋的年份——甚至是未来十年科技投资蓬勃发展的元年，令人期待。</p>\n<p>顾旻曼：之前2014、15的时候，市场曾经更火爆，也有更多让人冲昏头脑的项目方向和更惊人的投资速度。</p>\n<p>李娜：我的生活中很少有“荒诞”这个词汇，因为投资面对的是不确定性，任何不确定性在我们看来都是常量，不是变量。</p>\n<p>汪天凡：对我来说，最荒诞的永远是前一年。向内看，不向外求。</p>\n<p><b>Q：这一年对你最重要的认知改变是什么？</b></p>\n<p>郭山汕：去年我参与了第一笔红杉在南宁的投资，长沙武汉西安等内陆主要城市的消费趋势和行为，会越来越受到大家的关注。比起一线城市的“工作人”，这些城市的居民在生活与工作间也更加平衡。</p>\n<p>袁野：千万不要低估长期趋势的力量，千万不要低估开拓性创业者的野心。</p>\n<p>朱嘉：一个是对科技未来的长期发展更加充满信心，另一个是对新能源行业的快速发展和资本市场的认可，这是出乎我意料的。</p>\n<p>韩锐：消费赛道的壁垒比起别的赛道并不高，很多时候并没有留给创业公司机会的必然性。因此，一个在Vision、价值观和执行力上都突出的团队是最稀缺的要素。</p>\n<p><b>Q：今年投过什么令你激动的项目？最遗憾的错过是哪个？</b></p>\n<p>张星辰：投出的每一个项目都让我很激动。现在能意识到错过的公司，都还有机会再投，可能会遗憾的是现在还没有认知到的大东西。</p>\n<p>韩锐：最激动的是发现自己在展望某家公司未来发展时，从没想过退出而是希望一直陪伴的时候；最遗憾的错过永远是对自己手上最好的牌加注不够狠。</p>\n<p>汪天凡：所思科技（Party Animals），是我们在VR年代支持的一家公司，经历了非线性的转型和新产品研发，公测期间成为Steam全球Top 5游戏，第一次有中国公司做到这点。</p>\n<p><b>Q：回想本年度一个令你记忆深刻的瞬间。</b></p>\n<p>李娜：2020年是云锋基金的10周年，也是我在这个行业的第十年。10年确实应该是一个特殊年份，但今年的确有点过于特殊了（笑）。我一直觉得这个世界不太会有莫名其妙、凭空而出的事情，所以经历了如此特殊的一年，我更多希望回到底层，追问到底是什么东西在变，哪些东西不变。回到本质之后，对眼前的一时的变化也变得淡然得多。</p>\n<p>汪天凡：有两个：一个是我们投资的Figure视频团队在疫情最严重的时候前往武汉，在一线对普通民众和医护人员进行纪实片记录，并且一直到武汉解封才离开。另一个是，我们100多位创始人和我们投资团队一起，在zoom上进行了一次云喝酒（当然，我们还组织了超过10次的各种zoom云课堂来帮助大家走过疫情和商业影响最严重的那段时光）。</p>\n<p>朱嘉：疫情期间，我们用三周的时间完成了一个项目的投资，甚至在最终完成投资打款的那一刻，还没能跟创始团队线下面对面地见过。我觉得这也是一个值得骄傲的瞬间。</p>\n<p>胡博予：2020年是我搬到北京的第十年，之前一直租房，这一年有了自己的家。</p>\n<p><b>Q：2020年对你影响最大的一本书/一篇文章/一句话/一首歌/一个人……</b></p>\n<p>周凌霏：单曲循环《少年》。</p>\n<p>袁野：天下大事，必作于细，天下难事，必作于易——老子《道德经》。</p>\n<p>朱嘉：一位以色列作家的书：《幸福的方法》。未来世界的生活压力会越来越大，大家在忙碌之余还是要思考自己究竟在追逐什么。不仅仅是金钱和事业，更重要的还是自己内心的安宁，以及与家人的相处。多花些时间陪陪家人和朋友，这是我读这本书后很强烈的感受。</p>\n<p>顾旻曼：《罗马帝国衰亡史》。</p>\n<p>王华东：纳西姆 · 尼古拉斯 · 塔勒布的《反脆弱》《黑天鹅》《随机漫步的傻瓜》《非对称性风险》，自己又重新看了一遍。有一句出自《黑天鹅》的话对我感触比较大：你不知道的事情比你知道的事情更有意义。</p>\n<p>韩锐：但斌先生的一句话我很有共鸣：要找到改变世界的公司或者不被世界改变的公司。</p>\n<p>汪天凡：每年读一遍《正见》，都会有新的感悟。</p>\n<p>戴雨森：在18年读过 HowardMarks 的《周期》，市场情绪如同钟摆，在极度悲观和极度乐观之间摆动，今年的大环境也应验了这本书里的内容，货币宽松政策下，社会化媒体放大了群体认知，形成的反身性会把情绪极值推高到远超普通人理解的程度。</p>\n<p><b>Q：为2020找一个年度关键字。</b></p>\n<p>黄立明：新、快。</p>\n<p>蒋科：敬畏。</p>\n<p>顾旻曼：敬畏心。</p>\n<p>王华东：突破。</p>\n<p>汪天凡：勇气。</p>\n<p>韩锐：相信国运。</p>\n<p><b>Q：你眼中的年度创业者或企业家是谁？</b></p>\n<p>王华东：李想。中国本土创业者新突破的代表。</p>\n<p>朱嘉：可能这很俗套、但的确是我最真实的想法：Elon Musk。我很尊重Musk，不仅因为他在商业上的巨大成功，同时他还是一个有梦想的人。我也非常期待中国能有这样的创业家，企业家，把科技和人类未来的发展带到一个新的高度。</p>\n<p>韩锐：Elon Musk。两个原因：第一，我们特别在乎考察公司和创业者在重要不紧急事情上的投入程度，Musk毫无疑问是在全人类层面的重要不紧急的事情上疯狂投入；第二，Musk说在试图利用科技来最大化未来美好的可能性，相信科技和创新可以帮助人类实现更美好的未来，也是高榕的愿景和一直在努力的方向。</p>\n<p>汪天凡：很多人会选择Elon Musk，但我会选择<a href=\"https://laohu8.com/S/FB\">Facebook</a>的创始人Mark，因为他的公司和他做的选择，会是这个时代政治经济和技术的一个矛盾点和缩影。Facebook在数据安全和政治干预方面的问题不断，也让民众看到了一个创业明星和互联网大佬的A面和B面甚至是多面，这对于未来人们如何理解技术和社会之间的关系，是一个重要的转折点。另外，Facebook在做的Oculus在这几年被公众的关注越来越少了，但这是我认为这家公司未来最值得关注的点。</p>\n<p><b>Q：2021年最应该警惕的事情是什么？</b></p>\n<p>胡博予：二级市场的泡沫。</p>\n<p>朱嘉：虚假的繁荣。</p>\n<p>袁野：将偶然当成常态，避免将合理当成意外。</p>\n<p>顾旻曼：警惕共识。</p>\n<p>李娜：警惕共识。所以要时刻把自己拉回到所有事情的本质上，不为求同而求同。</p>\n<p>张星辰：资本市场起起伏伏，企业的估值和真实价值也会随之此起彼伏。对于投资人和创业者来说，一定会有时间是出现一个估指低于真实价值的状态。所有的创业者和投资人要时刻做好准备。</p>\n<p>汪天凡：在过度乐观和过度悲观之间，蹉跎时间。</p>\n<p><b>Q：2021年最想改变或坚持的事是什么？</b></p>\n<p>李娜：坚持保持“留白”和“放空”的心态。</p>\n<p>王华东：没什么特别想改变的。除了工作以外最想坚持的就是保持现在的体重，2020年我瘦了10公斤，希望继续保持住。</p>\n<p>胡博予：守着孩子上网课太痛苦了，希望改变的是能有一套好的网课系统，让孩子好好上课。</p>\n<p>朱嘉：最想改变的是自己的时间管理，希望能够更合理、更高效。最想坚持的事还是希望能在自己所擅长的硬科技投资领域，找准看好的方向，坚持做下去，不轻易受到外界新热点的诱惑和干扰，通过长期的积累有更多收获。</p>\n<p>汪天凡：如何把时间交给最美好的事物。</p>\n<p>袁野：最希望改变的事自己能够更勤快一些；希望坚持的是始终支持那些初心纯粹、目标伟大的创业者，不管今天是否渺小，欢迎来找我们一起Build。</p>\n<p>顾旻曼：坚持锻炼，均衡饮食。</p>\n<p>戴雨森：坚实的读书，改变的话是想多些时间思考，学而不思则罔，思不学则殆，要思考再多一点，对于一些东西的组织归纳多一点。</p>\n<p><b>Q：作为最年轻的合伙人/一家新基金的GP，你认为VC/PE行业需要创新吗？最值得创新之处是什么？</b></p>\n<p>顾旻曼：创新是肯定的。有两个关键点，一个是全生命周期的投资，二是产业的深度合作。</p>\n<p>王华东：需要和值得的创新的点是，行业本身组织管理体系的创新，通过创新怎么样能够让年轻人在这行业里面能成长出来，探索怎么能体系性的培养出新的投资人的方法。</p>\n<p>张津剑：诚惶诚恐、战战兢兢、如履薄冰。</p>\n<p><b>Q：在这个时代，一个优秀投资人的第一修养是什么？</b></p>\n<p>黄立明：不断学习。</p>\n<p>连盟：走正确的路，与优秀的人同行。do the right thing远比 do things right要重要。此外，清醒认识自己认知局限的同时努力加强对世界多维度的深刻理解。</p>\n<p>朱嘉：专注。</p>\n<p>王华东：开放。</p>\n<p>韩锐：追因等果。但求善因，无畏恶果。</p>\n<p>汪天凡：每个时代都一样：时间管理。</p>\n<p><b>Q：畅想一下未来十年？</b></p>\n<p>王华东：一个小目标是——未来在每一个新兴的领域中都能投到一家典型的公司。</p>\n<p>袁野：和这个时代最有挑战精神的开拓型创业者一起去build something impossible。</p>\n<p>汪天凡：找到并支持那家诞生于中国、解决大命题、让全世界变得更美好的企业。</p>\n<p>张津剑：参与和赞美未来10年中国最有生命力的企业家。</p>\n<p>顾旻曼：做一家顶级的基金，参与一批当代最伟大企业家的人生。</p>\n<p>戴雨森：我觉得还是做一个好的投资人。</p>\n<p>韩锐：能有机会深度陪伴更多想改变这个世界的创业者，也期待能有更多人的生活因他们变得更好。</p>\n<p>DCM赵磊：如果有一本创投世界的《人类群星闪耀时》，我希望自己的名字出现在上面。</p>\n<p>连盟：与一群志同道合的人一起，找到能够定义一个行业、甚至一个时代的新的产品或服务，给世界带来更美好的生活。</p>","source":"36k","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\" 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n对话20位顶级投资人：关于2021的创业、投资、危与机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-13 14:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/60bsiRdQ4y7Kt7br4vk7FQ><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>和投资行业的未来人一起理解未来。\n在21世纪第二个十年的尾巴，万千年轻人再次上山下乡，在二三线城市点燃了社区团购战场的滚滚狼烟。谁能想到，中国商业最焦灼的战场，似乎一夜之间回到了十年前的千团大战时代。新经济笙歌十年，犹如幻梦一场。\n这简直像是一个时代的隐喻。\n2020年又是如此奇绝。一个或许已是陈词滥调、但我们认为仍有必要强调的观点是：在新经济领域，2020年是一个破坏与重建同时发生的关键年份，是...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/60bsiRdQ4y7Kt7br4vk7FQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7b8ceb07d38934771be0d04b2b148b73","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/60bsiRdQ4y7Kt7br4vk7FQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109004051","content_text":"和投资行业的未来人一起理解未来。\n在21世纪第二个十年的尾巴，万千年轻人再次上山下乡，在二三线城市点燃了社区团购战场的滚滚狼烟。谁能想到，中国商业最焦灼的战场，似乎一夜之间回到了十年前的千团大战时代。新经济笙歌十年，犹如幻梦一场。\n这简直像是一个时代的隐喻。\n2020年又是如此奇绝。一个或许已是陈词滥调、但我们认为仍有必要强调的观点是：在新经济领域，2020年是一个破坏与重建同时发生的关键年份，是许多年后我们回想起来，也会称之为一个分水岭式的结界。\n人们没有意料到这一年的唐突。在我们的2019年终盘点中，即便是投资人们最悲观的的答案，也很难预测到这一年如疾风之遽变、骤雨之动荡：新年伊始，疫情黑天鹅按下全球经济列车暂停键，二级市场嗅到危险，美股猝不及防一个月四次熔断，“大放水”时代接踵而至。\n人们也没有意料到这一年的暗含壮美。下半年后，中国创投生态如火如荼地恢复，“最好的时代”匆匆接替“最坏的时代”走到台前：一级市场估值水涨船高；股市拉起陡峭的抛物线；一度趴落在谷底的蔚来汽车在年末收官之日市值翻11倍；中国VC/PE投资人的退出高达12959亿人民币——创下十年新高。\n这正是未来令人惊狂之处。敢于预测未来的人需要的不仅是智识，更是勇气，是相信未来会来的底层信念。根据惯例，我们邀请到20位中国当下最活跃的投资人共同完成这份艰难任务。与往年略有不同的是，你将在今年的“氪记”中看到一些或许并不熟悉的面孔。\n如何定义“他们”可能有很多的角度，但我们的初衷是：让投资行业的未来人帮助我们理解未来。所以，这二十人不仅拥有相当的基金运营管理经验（他们大多是合伙人），也要长期扎根在投资一线，对市场冷暖拥有直接的体感。是的，他们是既坐指挥舱又坐驾驶舱的人。\n在接下来的文章中，关于一些具体的话题——比如变化中的资本流向、新旧基金交替、泡沫中的价值皈依，以及更多创业者关心的热门赛道：社区团购、消费品牌、企业服务、新科技等等，他们都会提供一些并不流俗的观察。36氪也试图和他们聊了一些更个体的问题，比如他们是如何理解个人、投资与未来世界的。\n最后，感谢每一位受访的投资人。他们是（按拼音顺序）：真格基金合伙人戴雨森、万物资本合伙人顾旻曼、红杉中国合伙人郭山汕 、高瓴合伙人、高瓴创投软件与硬科技负责人黄立明、 XVC合伙人胡博予，高榕资本合伙人韩锐 ，泰合资本合伙人蒋科，IDG资本合伙人连盟、云锋基金合伙人李娜、启明创投投资合伙人唐艳旻、BAI资本董事总经理汪天凡、经纬中国合伙人王华东、五源资本合伙人袁野、光速中国助理合伙人朱嘉、绿洲资本合伙人张津剑、渶策资本创始合伙人周凌霏、DCM合伙人赵磊、金沙江创投主管合伙人张予彤、源码资本董事总经理张星辰和黑蚁资本管理合伙人张沛元。\n一级市场：泡沫、越界与头部时代\n1、募资稍回暖：谨慎求变的人民币，积极入华的美元\n尽管在2020年可谓大交易频发之年，但宏观数据告诉我们：中国一级市场自身依然没有逃脱“资本寒冬”时代。\n有两个显性指标：2020年前11个月，新成立基金数量较2018年同期下降了52%；基金的认缴规模较2018年的跌幅也高达29%。\n2018年，被称为“史上最严”的资管新规落地，延宕四五年之久的人民币基金狂潮渐儿偃旗息鼓。但事实上直到如今，中国资本市场依然蜿蜒行进在资管新规的延长线上。另一方面是众所周知的疫情影响，基金的募资活动——尤其是对新基金而言——必然受阻。\n尽管政策对政府和国有资本出资有收紧之势，转折也在悄然发生。\n一方面是保险资金出现松动：11月13日，中国银保监会发布通知，明确取消保险资金财务性股权投资的行业限制；同月，泰康投资发起成立规模为12亿的泰康乾亨创新股权母基金，主要关注VC阶段基金管理人。另一方面，2020年至少有三支国家级的母基金宣告成立，包括国家绿色发展基金、国家中小企业发展基金和中国文化产业投资母基金，合计总规模达1500亿元左右。\n这是一组具有标志意义的信号：国家层面在鼓励用风险投资的方式来帮助市场化经济更好发展。\n当然，此类资金也对基金的风控、资质等方面提出了更高的要求。黑蚁资本张沛元观察到，人民币LP在向专业化和机构化发展的同时，其诉求也越来越清晰，“评判标准不仅仅看业绩，也会考虑到投资的整体配置”，“回归本源，是我们对2021年募资预判的关键词”。DCM赵磊认为，随着资管新规过渡期延长，“对于不少人民币LP而言，回报并不是对GP的第一考量”，更多人民币资金将会集中在国资背景的机构手上。“对于很多募集人民币的机构而言，未来都更加挑战。”万物资本顾旻曼判断，2020年人民币LP的新趋势将对头部基金带来更多利好。\n美元方面，伴随2020年全球股市先抑后扬，美联储近乎“无限制”地释放流动性，不少一线GP都和XVC胡博予一样感受到今年募资中出现一个鲜明的信号：美元LP投中国更积极了。“好多以前没见过的，没投中国的LP专程跑来或找人介绍。”\n比如：高榕资本第五期美元基金及新一期人民币基金完成超100亿人民币募资；启明创投第七期美元基金完成12亿美元募资；DMC中国前后完成7.8亿、1亿美元募资。\n胡博予认为，疫情背景下，中国具有“网络效应的制造业生态系统”的价值在进一步放大，“在效率优化这件事上，中国已经在全世界的顶端”。光速中国朱嘉告诉36氪，短期内美元仍然不会式微。“国内现在有多种灵活机制，能使得美元基金在国内的投资有同样上市的机会和合理的退出机制。这些都是让美元基金在国内可以持续良性发展的很重要的基础。”\n2、估值疯了：是周期，也是泡沫\n这是一个有趣的现象：我们可以认为2020年是VC/PE投资市场最差的年份，因为投资机构出手次数创下近三年新低，金额超10亿美元的交易量直线下降。但它又是2018年以来最好的年份，在充满悲观犹疑情绪的上半年结束后，下半年的创投行业似乎瞬间“梦回2014”，尤其是这些领域令人叹为观止的估值飞涨——芯片半导体、消费品牌、创新药等多个赛道争抢项目的火药味异常浓烈，“没时间尽调，谁先打钱谁投”成为每天都在上演的奇谈。\n经纬中国王华东认为，如今全球利率都很低，疫情后尤其明显，这种现象正逼迫投资者去追逐优质标的，而优质标的是稀缺的，这就使得原本拥挤的交易更加拥挤，导致投资者对公司价值的判断“非常夸张地前置”。真格基金戴雨森说：“钱多而优质资产不多的情况下，就会导致头部项目很贵，并且被抢得很快。”\n泰合资本合伙人蒋科向36氪分析，除二级市场的示范效应外，2020年部分企业高估值背后受多种因素影响：第一，疫情对消费、企业服务、医疗带来长期、确实的基本面改变，也同时带来了短期概念追捧；第二，过去两年资产管理行业“主动化、净值化”、“非标转标”的趋势，以及注册制落地，在退出难门槛和回报两个方面给机构带来了长期的结构性利好和短期的估值红利；第三，美元资金成本大幅降低、中国底层资产增长较高，加之消费等领域的资本流入限制相对较少，估值抬升也就更明显；第四，机构、投资人本身的微观行为，包括目标变化和竞争态势，也会造成估值的推高。\n“当前投资机构的FOMO（Fearof Missing Out）情绪较高，支付的更高溢价包含了对miss头部项目风险的定价。我们和投资人交流发现，其实大家也都能感知到估值的压力，但是当音乐停下来之前，the show must go on。”蒋科认为，当投融资行为中的博弈因素放大时，估值偏离基本面的情况会相对容易发生；而当市场不确定性升高时（头部项目的超额回报可能很高），风险投资本身蕴含的看涨期权价值就会提升，出手看牌的代价更小、意向更强。\n在2021年，普遍的高估值是否还能持续？\n投资人们的普遍态度比较乐观。“没有永恒的估值模型，只有时代的估值模型。”绿洲资本张津剑告诉36氪，目前全球货币宽松加上市场的不确定增加，溢价会长期出现并加强。黑蚁资本张沛元也认为，目前在真正优质的资产身上不存在显著的泡沫，这些资产的赛道长期空间和公司的护城河是可以支撑其估值的，长期也会给投资人带来合理的回报。周凌霏的判断是，今年医疗、芯片等行业估值提升是一个周期性的结果。“会有一些企业可能在此刻估值虚高了，但是扎实的好企业永远都是好的。”就像基金行业的“二八定律”一样，资本会向真正的好公司聚拢，下一轮也许会有更高的估值。\n但在DCM赵磊看来，一个好的公司不代表一定是好的投资标的，当其估值远远超出了实际的内在价值，作为投资的机会来讲就是不好的。张星辰也提到了类似观点：“二级市场的情绪超出了其应有的估值，再去追就是不理性的。”他以To B投资领域为例：“当我们从微观层面观察到硬件、软件和应用层各类创新不断涌现的情况下，在未来一个比较长期的时间里，投资人对于科技变革还是比较乐观的。同时有一个前提，投资人需要清醒地意识到市场比较火热和高估值的状态，需要保持冷静的心态，坚持去寻找那些更持久、创新的东西，去追求长期的变革。”\n3、VC/PE群战：基金们分陕而治的时代彻底终结\n在2020年开端，或许很少有人会意料到：在众多消极因素叠加的一年里，二级市场会成为拯救整个一级市场的天外来客。\n泰合资本合伙人蒋科告诉36氪，美元的宽松货币政策，叠加大部分经济体实体经济活动的停滞，资产价格上扬是大概率事件，包括私募股权、股票、黄金、比特币等都出现上涨的情况。“二级市场IPO的赚钱效应以及对标公司价格上涨带来的示范效应，也会传导到一级市场。”\n然而，估值的传导只是一方面，更深远的影响在于，资本市场的界限正变得越来越模糊。\n2020年2月，高瓴资本发布“致创业者的一封信”，宣布成立百亿规模的高瓴创投，杀入VC阶段；外媒报道称，提交给美国证券交易委员会的文件显示，2020年8月，红杉中国成立了红杉中国公开市场投资基金（Sequoia China Equity Partners），这支拥有独立团队的新基金有着明确的使命，投资于二级市场、全球公开交易的股票。这两家在中国同负盛名的顶级投资机构通过加大布局弥合着一二级市场间的界限，使“市场间的联动”使口号成为现实。\n与之同步发生的，是整个中国一级市场的群战时代。随手几例：老牌PE天图资本、弘毅投资、春华资本相继成立创投品牌；而高榕资本、源码资本也相继募得了大额基金，后者甚至已明示将发力成长期投资。\n除了顺应周期赚取可观收益外，市场间联动背后长期的逻辑不难理解。\n经纬中国王华东认为：“以前后期基金不投早期，因为早期风险太高，下判断的成本太高，不如在后期已经得到了筛选，再去投那些更可能成功的后期项目。但如今早期项目越来越贵，非爆款项目IPO后的收益却没有变得太高，以前的空间被压缩了，使得后期基金有动力往前做。”\n“过去一二级是分开的，二级卖二级的股票，一级赚上市前的钱。如果说，本来在二级市场能够赚3倍，现在在一级市场还能再赚1倍，投资者就可以接受在二级市场只赚2.5倍。”万物资本顾旻曼认为，这种现象的实质是资本市场马太效应的一个佐证。\n“混合型的基金在一、二级市场都有更高的风险承受力，意味着，一级的时候可以更猛，二级的时候出手可以更坚决。这对于单资产平台的公司来讲，会有更大的压力，提出更高要求和挑战。”\n4、新基金青黄不接：有历史阶段的必然，但长远可期\n某种程度上，中国资本市场的头部机构正在呈现出更极尽的马太效应。而与之同时发生的是，新基金却呈现出青黄不接的景象。\n从数据上来看，过去两三年内成立的新机构确实在急剧减少——2020年，新成立基金数量更是呈现出近5年的新低。当然这有一定的历史必然性：“双创”和它带来的LP阵容扩容机遇实在千载难逢，而基金裂变本身也有自身的周期性。\n云锋基金李娜认为，投资机构间的“二八定律”会成为长期趋势。未来会是一场与机构品牌、团队战斗力及稳定性、募资市场持续口碑、AUM（资产管理规模）相关的“综合性竞争”。\n王华东告诉36氪，不仅是VC，各行业都出现了越来越明显的头部效应，现在各个细分领域里第一名的体量，可能比第二名、第三名加起来的总和还要高，距离也还在拉大。早期投资真正最头部的竞争也就10-12家，但未来这十几家机构能获得90%以上这个行业的综合收益。“现在已经不是二八定律，而是非常明显的一九定律。”\n但从长远来看，新基金依然会不断诞生，只是若没有突发的历史机遇的话，大概率是以“低频”为常态。而这些机构大多必须通过在投资阶段、专注赛道、投后资源等多个方面寻求差异化打法，才能在中国大基金们林立的情景下突围。\n绿洲资本张津剑表示，只要“创新”在，围绕创新的配套服务（包括VC\\PE）都会随之更迭，这个行业会持续涌现新的业态和机构，“就像春暖花开一样，这一季冬天来得早一点、冷一点，但春天总会来的”。\n黑蚁资本张沛元提出，衡量一支基金的价值应回到业绩基本面。“业绩是多维度的，比如覆盖度、财务回报、现金回款速度、命中率等。但其对于一支专业型基金来说，基于行业理解和研究的超前判断力永远是最核心的能力。”\n在万物资本顾旻曼看来，“离产业近、离后期投资机构近、离年轻人近、离科研和产研近”是自身差异化发展的主要着力点。“新的VC肯定会持续诞生。就像人群更迭一样，年轻的力量也在诞生。只要有创业公司的机会存在，VC的机会就存在。”\n热门领域行将何处\n1、消费生活：社区团购仍有创业机会，零售渠道亟需规模扩张\n2020年最引人关注的战争是什么？毋庸置疑是：社区团购。\n在这里，我们目睹了万千年轻人争相“下基层”的奇幻故事，原本只是零星布局的巨头们如同一夜回到“千团大战”时代。真格基金同时是兴盛优选、十荟团以及同程生活三个社区团购赛道主要玩家的天使/早期投资机构，戴雨森告诉36氪：“有意思的是，我们在投资这三家公司的时候，完全是本着投人的逻辑去看的，（公司）当时也不是都在做社区团购，没想到三个优秀的创业者最后殊途同归了。”\n从逻辑上推演，巨头的下场几乎是必然的：“社区团购处于阿里、拼多多、京东这类商品电商和美团这类本地生活服务电商中间的渗透地带，因此对于巨头而言既是进攻也是防守。”蒋科说。\n不过，这桩生意对巨头的战略作用仍处于假设阶段。“接下里的几个季度里，这个假设会经受考验。”汪天凡认为，烧钱抢市场未必是明智之举，“这是一个前端利润只有小个位数百分点的零售业务，没有敬畏之心，是很容易把自己烧死的。”\n在巨大压力下，部分创业者开始寻求被收购，但真的没有守土成功的可能吗？事实上，在当下的战局焦点——生鲜买菜上，巨头的优势可能并无法在短期内直接复用，在不同城市的落地更是千差万别。蒋科表示，从专注服务一个地区起手的创业者，还是有机会在主场和全国作战的巨头进行差异化竞争，尤其以北上广深以外地区为大本营的创业者，“只要更好地深耕本地、构建壁垒，还是可能有农村包围城市的优势”。\n简而言之，这是无法一招鲜吃遍天的生意，目前看来会是列强割据而非一统天下。创业者们即使只在1-2个地区打透用户、掌控供应链，同样足以支撑百亿美金的公司。郭山汕同样看好非一线城市的发展潜力，他表示，长沙武汉西安等内陆主要城市的本地消费能力惊人，消费模式和消费服务创新非常突出，人均可支配收入可观，房价相对合理，外省物资进入的流通成本低，接下来值得长线关注。\n消费生活的另一重镇是：零售渠道。在2020年，线下零售犹如四面开花——KK馆、调色师、wow color、Harmay、BA饰物局等集合店在过去两年被资本青睐，且逐渐成为新品牌的孵化器。\n张沛元认为，相较于上一代渠道，新选手真正的迭代表面在于自助式、仓储式的商业模式，内核则是向消费者让渡话语权。“新一代消费人群更知道自己要什么、自信心更强”，这是当下新消费的底层逻辑变化。\n相比品牌，零售渠道的好处是更加“赢家通吃”，但风险也更高。针对这个问题，王华东希望用“重视业态模型的稳定性和可复制性”来解答：“大多数渠道品牌在早期业务模型很难稳定，复制能力就会受限，甚至扩张越多亏损越多。因此重要的依然是模型打磨了多久、认知能力有什么边界、对上下游的整合能力处于什么水平。”\n不过，以上列举也只是大消费的部分板块。2020年是属于整个消费行业全面开花的一年。根据IDG资本连盟的定义，所谓消费，包括了一切能够吸引人们愿意去花钱以及投入时间的商品和服务。从这个角度看，这个世界上市值最高的消费公司应该是苹果，但大家却不太把苹果当作一只消费股。“同样道理，传统汽车无疑是大家理解的消费品，但新势力造车却不是；到线下培训机构报班是公认的消费行为，而在线教育、知识付费却未必是。”连盟说，这些都属于IDG定义的大消费赛道，其中他们特别看重“初心正、产品牛”的团队。\n2、新品牌：高估值并不意味着泡沫，技术赋能产品力是财富密码\n之所以要将“新品牌”独立于“消费生活”而单独成章，足见这个领域在2020年的不可思议。\n投资人们在2020年“全员消费”的转向，将这个已经火热了两年的战场烧至白热化。投资人们都提到一个共识：渠道、营销、供给的创新和成熟终于在这一年交汇，素有抗周期之美名的“消费品牌”再一次迸迸发出时代机会。\n这样就不难理解：当头部公司估值不断攀高、甚至大有泡沫之势时，投资人们却普遍在期待更大的风浪——泡沫确实存在，却仍可对不会震荡跌破的“那个”下重注。\n胡博予表示：“历史经验证明，特别优秀的创始人和商业模式，即使一时透支估值，从长期视角来看，仍然会给投资人带来理想的回报。”不过，汪天凡则提醒要注意预期与现实的差异。也就是说，别投到那个“会碎的泡沫”。\n除了财务上的回报，投资人们对新品牌的热情也来自于强烈的民族情怀。周凌霏感叹道：“大家都有一个全球化的本土品牌梦，没道理中国不会产生自己的欧莱雅、爱茉莉。”李娜分析：“现在国内市场的环境是天时地利人和，全球最好的移动互联网的环境，最全的产业链、供应链，最聪明最勤勉的创业者层出不穷。我倾向于认为它不是一个国潮风，而是产业发展的必然趋势。”\n基础设施到位后，产品力成为竞争焦点。李娜发现， 这一代脱颖而出的品牌有个共同点：把产品力和用户价值放在一个特别高的优先级上。“没有一家是可以拿着过去十年不迭代的产品形态来赢得十年后的消费者，一定是产品进行了巨大的迭代和升级。”李娜说。\n周凌霏也认同这个观点，她这一年看消费品的心得是：平台、渠道的红利面向所有人，但唯有能洞察消费者的品牌，才能在退潮后站住脚。而这一点的秘密往往来自对信息和数据技术的运用：“无论是抓取关键词、AB test、精准投放，都是洞察力的迭代。互联网背景的品牌创始人正在且仍会创造惊喜。”\n遍地是机会的黄金窗口，第一批到达头部的玩家开始迎来新的焦虑。总有人问还会有下一个完美日记吗？每一个投资人都给出了肯定答案。\n韩锐直言：“消费行业并非空白市场，很多赛道都有强大的巨头，在过度供给的大背景下，实际上没有哪一家消费公司有非存在不可的理由。”因此，他认为真正的制胜点是一个在Vision、价值观和执行力上都突出的团队，投资人们需要找到那个能造时势的英雄。而周凌霏认为，头部公司的当务之急是找到下一条增长曲线，或者突破下一个增长瓶颈，这将是消费品牌持续要回答的问题。\n而真格基金戴雨森判断2021年或许会迎来洗牌之年，浑水摸鱼的消费创业公司可能会活不下去：“很多品类不够有锐度、市场空间不够大的品牌，即便在去年拿了很多融资，也有可能会慢慢发现做不大，然后逐渐倒下了。”\n可以预见的是，我们将继续在2021年迎来品牌大迭代。不过这并不意味着传统品牌会被淘汰。\n在新与旧犬牙交错、相互渗透的这一年，投资人们看到老树发新芽的机会：新品牌在快速的铺线下、自建供应链；传统品牌也在飞快的学习电商、直播、社交媒体营销。比如在袁野看来，传统品牌的挑战并不在于新入局者，而是在于能否洞察出变化背后隐含的新变量。而帮助他们与新变量结合，是创业者和投资人共同的机会。\n关于新品牌，还有一些有趣观点：\n王华东：所以有人会觉得新品牌的泡沫很大，主要是因为在拿传统公司去跟他们最对比。但这种对比往往并不成立，事实上有些新一代品牌已经是不同的物种了。\n袁野：新模式就像新的DNA，自然会得到更多地传播与复制，系统性把最初的创新变为未来的基础设施，而行业整体基础水平的提升将催生更多新物种。\n顾旻曼：以供应链优势为基础，经历过互联网流量生态竞争的中国创业者们，去到海外可能是降维打击。参考国外疫情状况，小家电、家居这类家用消费品牌的出海或将在明年迎来爆发。\n汪天凡：大部分品类创新的人性本质是，在成瘾性品类中做出了让消费者可以降低负罪感的创新，比如电子烟，水果茶，气泡水。中国消费者决策方式是中国品牌的基础，所谓是否有新的品牌机会，取决于决策方式的变化，这一变化主要是由新场景带动的，新场景的背后是4P（产品，定价，营销，推广）的组合式创新。\n3、在线教育：终极形态远未出现，寻找流量洼地是最新决胜点\n2019年初，很多投资人曾对36氪预测K12、英语等普惠教育变量不大。而2020颠覆一切。\n艾媒咨询数据显示，整整650亿热钱涌入了在线教育行业，头部公司不仅没进入精细化运营，反而开始疯狂烧钱和资本“内卷”——拿对手的钱，让对手无钱可拿；准备不足的玩家则只能勉强随大流陪跑，行业的强弱格局开始变得明朗。\n云锋基金在2020年底投资了猿辅导，李娜认为，“过去一年在线教育行业最大的变化来自强制性的线上渗透，因为疫情，所有用户在极短时间内被拉到电脑前。”这是不可复制且必须争夺的用户红利，因此企业展开获客大战有合理性。\n蒋科也同意这个观点。他认为在当前的情况下，资本是重要的战略资源，这已经成为头部的教育公司的共识，因此“烧钱圈地在1-2年内会是确定的事情。”\n烧钱总是令人焦灼的，尤其对已经经历过众多资本乱战的中国投资人来说。但李娜相信“大江大海出大鱼”：教育是个巨大且刚需的市场，在线化程度却落后于其他行业，“一定会出现千亿美金级别的公司”。\n不过李娜也判断，目前任何一家公司都没有走到拥有绝对品牌优势的阶段，因此战局依然不是稳定的。\n当头部玩家的用户规模达到200万量级，获新客、转化率、留存率都有可能决定下一阶段的战况。具体操作上，流量的来源有可能在明年产生变量。蒋科分析道，投放而来的流量固然最便捷高效，自有流量却高度可控、转化率高、获客成本低。在全渠道被狂轰滥炸一整年后，投放会继续持续进行，但寻找新的流量洼地也将是头部企业2021年的一个重要选择。\n在教育行业，有一点尤为不同于其他行业，即“人”的重要性。周凌霏认为，这一点是投资人需要接受且敬畏的：“总是说互联网改造产业，但教育上我不敢这么说，应该是懂行业的人占主导，互联网去帮助他们。”\n而技术主义者却期待这一点在未来被减轻。胡博予认为，猿辅导、作业帮等选手的阶段性胜出更多依靠运营而非产品，“四五成的年度留存率”证明用户仍未被充分满足。他对双师大班课这种似乎已被验证的模式仍持保留意见：“只是在这个空档期内，双师大班课是work的，终极形态的产品还远未出现。”在他看来，理想产品有可能大量依赖人机交互，数据和技术将在其中起到关键作用。这样的产品边际成本将趋近于零，规模和品牌的自增强更显著，因此不存在差异化的机会，到那时会更加“赢家通吃”。\n4、 企业服务：估值挑战上限，天花板也会突破上限\n在原先就已愈演愈烈的To B大潮下，疫情倒逼的线上化无疑是催化剂，2020年的企业服务投资依然热度不减。\n高瓴创投黄立明分享了一组数据：“To B投资的行业热度上，如果说2019年是3，2020年起码涨到了4.5。”2020年，高瓴创投总共投出的项目超过200个，其中ToB领域投资项目有60多个。\n不过在黄立明看来，今年To B领域更突出的变化并非是源于疫情，而是国内浮现出新一代的创业者。“我们有了一批真正的技术owner，不再是模仿国外的先进技术和产品，而是站到了相关技术国际创新的前沿。”他甚至将2020年定义为“中国To B从模仿到超越的元年”。\n和黄立明相似，DCM赵磊也不全然认为疫情是造成To B投资风潮的关键原因。“如果这个商业逻辑本身不成立，只是在疫情期间才勉强成立，这样的投资方向不应该去做。”\n高瓴一家的火速出手，或许已能让我们窥得To B投资在2020年的火热。毫无疑问，To B显然是2020年估值最疯狂的领域之一。不过，大多数受访投资人表示，长远来看，这个行业目前的估值水平有相当的合理性。\n比如在云锋基金李娜看来：“为什么大家还蜂拥而上去抢头部公司，核心就是所在市场足够大和头部公司未来的momentum会越来越强。所以，估值一直在挑战人的上线，这是因为行业发展的潜力被打开了，行业天花板也一直在突破人的上线。”她乐观预判，这一批新的To B类头部公司有一个典型特征：在产品、技术、团队不断迭代的同时，顺应大的市场趋势，它们会极大程度上打破传统上一代公司的天花板。\n不过，和消费、品牌等一类投资不同的是，尽管万千机构都声称在投资To B，但每一家的落脚点可能完全不同。\n黄立明告诉36氪，如果说某种意义上好的toC产品起码有一个判断标志——海量用户的话，那么 To B好产品的标准要隐秘得多。在高瓴看来，好的toB产品一是满足企业真实、长期的需求；二是绝佳的用户体验。\n “这是看似简单、但实际无论是执行还是判断都不容易的两条。因为企业的需求有千千万，如何去伪存真，哪些是短期哪些是长期，哪些只是紧迫而哪些才是核心需求，都并不那么容易判断。”黄立明说，高瓴创投今年的一个心得是，更看重To B企业“对产品的初心”，反而不是那么早地关注市场、销售，“这两个问题有时候是冲突的，作为一家toB公司，我们希望你对你解决的问题坚定，到底真实的技术命题和商业命题是什么。我们青睐这样的公司。”\n当下，投资To B也要面临一个中国式的商业境遇：巨头们的悄然布局。比如钉钉、飞书等等企服软件正无孔不入地进入我们的职场生活。不过这似乎并不让投资人们忧心忡忡。\n张星辰就认为，企业服务的本质是为企业客户提供更多好的产品或者服务，这需要长时间与客户去一起打磨，研发的持续投入，以及带来的客户粘性和企业付费，从而形成一个连续的正反馈，不断增加企业的壁垒。也就是说，面对大部分企业服务赛道，巨头们其实也很难攻破。“大部分To B赛道并不是Winner takes all。相对来说，这个赛道对于年轻投资人是更好的，是有机会陪着公司一起成长的。”张星辰说。\n金沙江创投张予彤则补充道，巨头往往用流量型的业务逻辑思考问题，打造产品尽量满足通用的市场需求，因此流量逻辑的产品可能不是适合创业公司的机会。但在垂直行业，创业公司可以通过深耕业务场景，集成客户系统，给客户带来更极致的用户体验。“创业公司的机会在于找到最合适的技术和行业场景，并做到极致，并以此为支点撬动产业链的变革。”\n关于企服投资，还有一些有趣观点：\nBAI汪天凡：其实真正优质的企业服务公司是很少的，并没有所谓大潮。今年真正值得关注的是产业互联网和新一代数字基础设施，他们的服务形态是to B的，但是他们的存在意义不是企业服务，而是中国正在进行的更高维度的基础设施建设。\n金沙江创投张予彤：要对新兴技术保持敏感和信仰，很多时候99%的信仰和100%的信仰都是有本质区别的。\n5、硬科技：“烧钱”失效，周期和耐心的角力\n毫无疑问，未来的投资终究是属于硬科技的。这在2020年同样显露无疑。\n半导体、生物技术、新能源、智能制造等硬细分领域均在这一年保持极高热度。光速中国朱嘉尤为向36氪强调，人工智能持续发展落地很值得关注，过去几年，AI在很多实际应用上取得了不小的突破，这个领域依然将会是重要方向。\n金沙江创投张予彤则指出，由于疫情和国际政治不确定性带来的国产化替代的需求，半导体和IOT、EDA领域在2020年获得了更高的资本关注度。类似的赛道也在万物资本顾旻曼的雷达上，“但凡是卡脖子的技术，都有大的机会。”她说。\n王华东的视线更加聚焦。他认为，2021年智能电动车会持续销量爆发，而销量爆发带来规模效应的提升、综合成本的下降，会催生更多产业链玩家步入这个行业，备受瞩目的自动驾驶，也会因此受益。\n在2020年，还有一个不可忽视的赛道是机器人，甚至出现了移动时代才有的“半年估值涨幅十几倍”的奇观景象。在该领域频繁出手的源码资本，近期投资机器人项目近10起。在张星辰看来，中国工业机器人面临的机会存在于两个方面：一是机器人的智能化。充分利用3D视觉、SLAM导航以及深度学习等技术优势，寻求更加协调的\"眼、手、脑、脚\"的配合。二是机器人能力和使用场景的泛化。行业上游零部件的突破，自研控制器、谐波减速器、伺服系统等关键部件的成本下降。两端利好都在推动机器人公司实际落地能力的逐步增强，目前正处于验证PMF（产品和市场需求的契合点）拐点的一个阶段。不过他也提醒，这个行业肯定还会出现一些起伏，需要长期有耐心。\n一个观察是，对于不少年轻投资人来说，有关投资的世界观和方法论是在互联网时代建立起来的，讲求速度，也免不了烧钱。在硬科技投资中，如何修正这样的经验主义？\n在朱嘉看来，硬科技投资的方法论和互联网投资的确有很大的不一样：一、硬件行业有一个高度的产业链，投资人必须要对整个产业链的上下游各个环节都有很好的理解和研究，并且有更长的周期和耐心。二、互联网投资逻辑强调高效速度，继而通过资金建立壁垒，通过速度来取得最终胜利，但对于硬科技企业来说，技术才是核心壁垒。\n万物资本顾旻曼则对烧钱的可行性充满怀疑——相比于互联网和消费，科技领域的人才培养周期和产品迭代门槛有着数量级上的拉升：“在这个大的市场里，尤其对于B端用户来说，烧钱本身的效率并没有那么的高，更不要说它的效果。”\n“消费互联网模式创新较多，硬科技领域则需要技术创新。”金沙江创投张予彤说，她同样提到了高技术壁垒和快速迭代要求在本质上的矛盾，这个行业的投资人需要兼具行业和技术鉴别的能力，以及长期的耐心。\n有关硬科技领域的创业者和投资人需要具备哪些特质，还有以下有趣观点：\n高瓴资本黄立明：不扎堆，在研究基础上有自己的判断。同时我们认为投资人应该和创始人一样葆有初心：一个伟大to B产品的出发点始终是给客户提供一个好东西、提供价值。但价值分长短期，不能为了短期的价值丧失长期的，我们追求的一定是更大的长期价值。所以toB投资人，我们认为非常要不得急功近利。\n王华东：因为现在技术革新的非常快，技术路线繁多，要想在第一天就看清楚几乎没有可能，这要求更加的勤奋，去随时关注市场水温的变化；另一方面在某些情况下，不能太保守，核心要去找通过技术能够带来高附加值的领域。\n6、芯片半导体：正处历史机会的窗口期，尤应关注底层需求和应用场景之变\n国产替代的大背景下，芯片半导体行业去年在中国亦迎来热潮。在如何宏观的、历史地看待行业发展阶段这个问题上，红杉有发言权：他们几乎见证了美国20世纪70-90年代半导体繁荣发展，红杉美国团队在早期投资了众多成功半导体公司，比如Microchip、Linear Technology、LSI等。\n郭山汕表示，对比美国市场去年下半年的并购整合，中国半导体行业仍在蓬勃发展的上升期，“这是投资的历史性的机会窗口——就像20世纪70-80年代的美国市场”。\n“国内我们主要看好国际产业链转移下的成熟制程领域。目前，依托成熟制程的国产半导体领域有很明确的发展空间，比如泛模拟类半导体。其中，我们尤其看好功率领域的IC与分离器件。”郭山汕告诉36氪，红杉中国在功率半导体下游已有广泛布局，投资了蔚来、小鹏、DJI等一系列重要企业，“国产新能源车的快速渗透将在未来几年为国产功率半导体厂商提供绝佳市场机会。”此外，红杉中国也在积极关注计算与通讯等先进国产半导体设计公司。\n高瓴资本黄立明把“芯片热”归因为底层需求和应用场景的变化：“中国企业的迫不及待数字化转型需求令我们对算力和存储的要求都大大提高，而芯片是最基本的基础设施；于此同时，芯片的应用场景也发生了革命性变化，比如智能汽车成了越来越重要的领域。”\n基于这些原因，高瓴创投在2020年积极布局了包括壁仞科技、地平线、芯华章、敏芯半导体、星思半导体等在内的一批优秀公司。黄立明透露，在这个领域的公司高瓴主要就看两点：第一，看创始团队，他们过往在芯片架构设计方面有没有足够的实战经验；第二，他们今天做的事情是否足够创新。\n即便政策支持、资本青睐， 近两年依然有不少芯片项目暴雷。光速中国朱嘉不太希望用“暴雷”这个词来形容目前的状况，因为“出现一些失败的投资项目本身也是一个正常现象”，他认为整个行业总体上都还是在健康地发展。“我的建议是能更多的把资金交给市场化的基金去运作，让更专业的投资人通过甄别筛选把资金合理地投资到更值得投资的团队和方向上，从而保证有价值，有潜力的项目能在资本和政策的支持下获得更大的发展空间。”朱嘉说。\n万物资本顾旻曼则从“如何找到真正的顶级人才”来规避“暴雷”的风险：作为投资人，对技术和行业上的认知，往往局限在有限的时间和项目信息下，逻辑上来说，很难超越在芯片行业干了20年的专家。所以如果不去深挖人的背景和经历，而只是纸上谈兵地看项目信息，自以为迅速理解所有的技术知识，反而容易陷入误区。\n“这个行业能够做出优质产品，甚至能做出产品的人，并没有那么多。如果无法进入这些顶级专家的网络，无法甄别他们履历和经验的真假，光靠纸面信息来理解，做好这个领域的投资会很艰难。”顾旻曼坦言。\n关于芯片半导体，还有一些有趣观点：\n郭山汕：大家都在谈论国产替代，通过我们的观察和思考，越来越多的国产替代不再是简单的pin-to-pin，而是国产半导体公司通过与中国客户更近的距离，更快的迭代能力，不断创新出比传统厂商更具竞争力的产品。此外，国产替代对于中国半导体公司只是一个开始，能成为真正龙头的优秀公司一定要是开放的、具有全球性竞争力的。\n7、医疗健康：多元化投资人涌入，AI+项目受追捧\n疫情助推了线上医疗的普及，也让我们得以注意医疗健康这个更大的盘子今年在中国创投市场的风光：全年发生260多起投融资事件，66家公司IPO，A股募资金额TOP10中有6家创新研发企业。\n泰合资本合伙人蒋科告诉36氪，外部宏观环境的变化让医疗行业融资节奏大大加快，除了疫情原因，也有政策转变带来的系统性机会。“未来相当长的时间里，创新药和创新医疗器械、医疗科技、Pre-IPO主题的项目都会继续受到大家追捧。已经有更多元化的投资人涌入医疗市场。新的热点可能会发生在越来越多的交叉领域中，例如AI+Drug。”\n周凌霏则把医疗比作像十年前的互联网，“是个大红利行业，如果不是疫情也许行业会更热。今年会继续热下去的。”同样地，医疗行业的发展也不会有绝对的冬天和春天，而是螺旋式上升的周期性发展。\n2020年开年至今，启明创投共有11家医疗健康领域的投资企业分别在多个公开市场上市。启明创投唐艳旻乐见于大量的资金涌入了医疗健康领域。“资金充裕了，这个行业的发展会加速。疫情下，一些线上项目，与AI相结合的医疗项目，以及检验和新药项目目前均比较热。”她表示火热中同时要提防市场泡沫，“目前确实存在鱼龙混杂、一级市场项目估值过高的问题。”\n不过，唐艳旻也向36氪表示，只针对新冠病毒的防治领域的机会，可能是一些相对短期的机会，随着疫情的好转，病毒的变异等，这些机会或许会丧失，但借此机会升级换代或者开发出新的技术平台，就是长期的机会。\n而面对大型医疗健康公司的林立，创业公司对方向的判断选择尤为关键。“对于创业公司，应该做一些更加创新的、有可能颠覆现有技术的产品。行业巨头因为体制僵化，决策线长，对于新技术往往反应不那么迅速，这就是小型创业公司的机会。成熟领域基本上还是巨头的天下。”唐艳旻表示。\n2021年之前，启明创投已经在医疗健康领域完成了超过120家企业的投资。对于未来医疗健康行业的发展，唐艳旻认为，5年之后中国将有一大批拥有全球领导者地位的龙头企业发展起来：“我们更相信，2021年以及未来的中国，肯定会出现一批创新型生物公司——从诞生那一天开始，就拥有创新基因并和国际接轨。”\n8、出海：中国企业全球化已进入产品力比拼阶段，众多品类存在中长期出海机会\n2020年的疫情启示录在出海这个赛道上同样有个颇为激越的版本。\n某种程度上，出海也是个跨越周期的赛道——从外贸阶段到“世界工厂”，中国走了30年。而从2015年开始酝酿的自主品牌崛起，疫情大大缩短了这个过程。出海赛道里两个低调的玩家，SHEIN和Anker已经默默长成了小巨头。前者在今年8月完成了E轮融资，估值据传高达150亿美元；后者去年在创业板上市，市值超过700亿人民币。\n很长时间里，这个赛道并不为人所重视，因为行业整体处于低水平竞争中。IDG资本连盟告诉36氪，事实上，IDG资本从不把“出海”定义为某一个赛道，“出海”的说法本质是将中国与世界对立了；但中国是全球的一部分，并发挥着越来越重要的作用。\nIDG资本是最早布局“中国企业全球化”的投资机构之一。连盟表示， “Made in China”在相当长的一段时间内都不是好产品的代名词，但在持续迭代中，中国的产品力始终在增强，如今已经上升到了世界级水平。现在，“Made in China”已经开始被看作品质保证。“如果说中国企业全球化的第一阶段是贸易，第二阶段是工厂，那么如今已经进展到‘产品力或者品牌'的阶段。”连盟形容道，IDG资本看重的并非“出海”，而是真正可以实现“产品及服务全球化”的公司。中国的好产品走向全球，本质上是产品和服务足够好，可以提供足够有价值的体验，才能够被全球的消费者所接受和喜爱。\n在连盟的归纳里，中国的华为有实力成为世界的华为，喜茶也不是要成为“中国的星巴克”或者“茶饮界的星巴克”，而是志在成为中国、乃至世界的喜茶。甚至包括芯片半导体领域，连盟以IDG投资的恒玄科技（BES）为例，其创业的初心便不是国产替代，而是真正能与国际顶级品牌同台。\n这正是中国品牌抓住疫情这个机会的秘密。之所以中国品牌在海外被迅速接受，袁野认为，是因为在海外消费者需求爆发的情况下，本地供应链无法及时响应，而中国供应链却扛住了疫情的影响，展现出了稳定性，这是数十年之功。\n在此基础上，顾旻曼认为中国创业者的另一个优势是经历过互联网流量生态竞争，这让他们有机会迅速在国外获客，打赢电商战。具体而言，小家电、家居这类疫情相关品类的出海或将在明年迎来爆发。袁野也指出，除了美妆和服装，医疗服务、家居、在线娱乐等都存在中长期的出海机会。\n相比17万亿的贸易出口市场，跨境电商只是切到了小蛋糕，这个赛道还有极大的想象力。\n连盟认为，企业要有做全球化公司的胸怀和意识，并非出海公司，更不是出海的区域本地化公司。而要做到这一点，最根本的在于依托供应链提供优质的产品和服务。“企业要弘扬中国制造，就要真的制造出美的，而不仅仅是便宜的东西，这样才能够走向世界。对于投资机构来说，最重要的是你相不相信你投的东西是有品质、创造价值的。做得好的产品就应该立足于全球市场。”\n除此之外，汪天凡也提醒企业要更有敬畏心，“对于不同国家的政治经济环境和风土人情要有更充分的准备和应对才是真的。”\n关于Ta们、投资行业和未来世界\nQ：今年是你投资生涯中最荒诞的年份吗？\n王华东：2020年反倒是我经历过最精彩的年份，基本上算是半年集中做了此前一年的活，出差最忙的时候，一天需要去4个城市。\n胡博予：每一年都很荒诞，这是我有很多新尝试的一年，比如开始投消费。\n周凌霏：这一年唯一特殊的是疫情导致起落非常大，但疫情反而让扎实的企业展现了生存能力和优势，相当于给我们做了尽调。\n朱嘉：恰恰相反，2020是非常让人兴奋的年份——甚至是未来十年科技投资蓬勃发展的元年，令人期待。\n顾旻曼：之前2014、15的时候，市场曾经更火爆，也有更多让人冲昏头脑的项目方向和更惊人的投资速度。\n李娜：我的生活中很少有“荒诞”这个词汇，因为投资面对的是不确定性，任何不确定性在我们看来都是常量，不是变量。\n汪天凡：对我来说，最荒诞的永远是前一年。向内看，不向外求。\nQ：这一年对你最重要的认知改变是什么？\n郭山汕：去年我参与了第一笔红杉在南宁的投资，长沙武汉西安等内陆主要城市的消费趋势和行为，会越来越受到大家的关注。比起一线城市的“工作人”，这些城市的居民在生活与工作间也更加平衡。\n袁野：千万不要低估长期趋势的力量，千万不要低估开拓性创业者的野心。\n朱嘉：一个是对科技未来的长期发展更加充满信心，另一个是对新能源行业的快速发展和资本市场的认可，这是出乎我意料的。\n韩锐：消费赛道的壁垒比起别的赛道并不高，很多时候并没有留给创业公司机会的必然性。因此，一个在Vision、价值观和执行力上都突出的团队是最稀缺的要素。\nQ：今年投过什么令你激动的项目？最遗憾的错过是哪个？\n张星辰：投出的每一个项目都让我很激动。现在能意识到错过的公司，都还有机会再投，可能会遗憾的是现在还没有认知到的大东西。\n韩锐：最激动的是发现自己在展望某家公司未来发展时，从没想过退出而是希望一直陪伴的时候；最遗憾的错过永远是对自己手上最好的牌加注不够狠。\n汪天凡：所思科技（Party Animals），是我们在VR年代支持的一家公司，经历了非线性的转型和新产品研发，公测期间成为Steam全球Top 5游戏，第一次有中国公司做到这点。\nQ：回想本年度一个令你记忆深刻的瞬间。\n李娜：2020年是云锋基金的10周年，也是我在这个行业的第十年。10年确实应该是一个特殊年份，但今年的确有点过于特殊了（笑）。我一直觉得这个世界不太会有莫名其妙、凭空而出的事情，所以经历了如此特殊的一年，我更多希望回到底层，追问到底是什么东西在变，哪些东西不变。回到本质之后，对眼前的一时的变化也变得淡然得多。\n汪天凡：有两个：一个是我们投资的Figure视频团队在疫情最严重的时候前往武汉，在一线对普通民众和医护人员进行纪实片记录，并且一直到武汉解封才离开。另一个是，我们100多位创始人和我们投资团队一起，在zoom上进行了一次云喝酒（当然，我们还组织了超过10次的各种zoom云课堂来帮助大家走过疫情和商业影响最严重的那段时光）。\n朱嘉：疫情期间，我们用三周的时间完成了一个项目的投资，甚至在最终完成投资打款的那一刻，还没能跟创始团队线下面对面地见过。我觉得这也是一个值得骄傲的瞬间。\n胡博予：2020年是我搬到北京的第十年，之前一直租房，这一年有了自己的家。\nQ：2020年对你影响最大的一本书/一篇文章/一句话/一首歌/一个人……\n周凌霏：单曲循环《少年》。\n袁野：天下大事，必作于细，天下难事，必作于易——老子《道德经》。\n朱嘉：一位以色列作家的书：《幸福的方法》。未来世界的生活压力会越来越大，大家在忙碌之余还是要思考自己究竟在追逐什么。不仅仅是金钱和事业，更重要的还是自己内心的安宁，以及与家人的相处。多花些时间陪陪家人和朋友，这是我读这本书后很强烈的感受。\n顾旻曼：《罗马帝国衰亡史》。\n王华东：纳西姆 · 尼古拉斯 · 塔勒布的《反脆弱》《黑天鹅》《随机漫步的傻瓜》《非对称性风险》，自己又重新看了一遍。有一句出自《黑天鹅》的话对我感触比较大：你不知道的事情比你知道的事情更有意义。\n韩锐：但斌先生的一句话我很有共鸣：要找到改变世界的公司或者不被世界改变的公司。\n汪天凡：每年读一遍《正见》，都会有新的感悟。\n戴雨森：在18年读过 HowardMarks 的《周期》，市场情绪如同钟摆，在极度悲观和极度乐观之间摆动，今年的大环境也应验了这本书里的内容，货币宽松政策下，社会化媒体放大了群体认知，形成的反身性会把情绪极值推高到远超普通人理解的程度。\nQ：为2020找一个年度关键字。\n黄立明：新、快。\n蒋科：敬畏。\n顾旻曼：敬畏心。\n王华东：突破。\n汪天凡：勇气。\n韩锐：相信国运。\nQ：你眼中的年度创业者或企业家是谁？\n王华东：李想。中国本土创业者新突破的代表。\n朱嘉：可能这很俗套、但的确是我最真实的想法：Elon Musk。我很尊重Musk，不仅因为他在商业上的巨大成功，同时他还是一个有梦想的人。我也非常期待中国能有这样的创业家，企业家，把科技和人类未来的发展带到一个新的高度。\n韩锐：Elon Musk。两个原因：第一，我们特别在乎考察公司和创业者在重要不紧急事情上的投入程度，Musk毫无疑问是在全人类层面的重要不紧急的事情上疯狂投入；第二，Musk说在试图利用科技来最大化未来美好的可能性，相信科技和创新可以帮助人类实现更美好的未来，也是高榕的愿景和一直在努力的方向。\n汪天凡：很多人会选择Elon Musk，但我会选择Facebook的创始人Mark，因为他的公司和他做的选择，会是这个时代政治经济和技术的一个矛盾点和缩影。Facebook在数据安全和政治干预方面的问题不断，也让民众看到了一个创业明星和互联网大佬的A面和B面甚至是多面，这对于未来人们如何理解技术和社会之间的关系，是一个重要的转折点。另外，Facebook在做的Oculus在这几年被公众的关注越来越少了，但这是我认为这家公司未来最值得关注的点。\nQ：2021年最应该警惕的事情是什么？\n胡博予：二级市场的泡沫。\n朱嘉：虚假的繁荣。\n袁野：将偶然当成常态，避免将合理当成意外。\n顾旻曼：警惕共识。\n李娜：警惕共识。所以要时刻把自己拉回到所有事情的本质上，不为求同而求同。\n张星辰：资本市场起起伏伏，企业的估值和真实价值也会随之此起彼伏。对于投资人和创业者来说，一定会有时间是出现一个估指低于真实价值的状态。所有的创业者和投资人要时刻做好准备。\n汪天凡：在过度乐观和过度悲观之间，蹉跎时间。\nQ：2021年最想改变或坚持的事是什么？\n李娜：坚持保持“留白”和“放空”的心态。\n王华东：没什么特别想改变的。除了工作以外最想坚持的就是保持现在的体重，2020年我瘦了10公斤，希望继续保持住。\n胡博予：守着孩子上网课太痛苦了，希望改变的是能有一套好的网课系统，让孩子好好上课。\n朱嘉：最想改变的是自己的时间管理，希望能够更合理、更高效。最想坚持的事还是希望能在自己所擅长的硬科技投资领域，找准看好的方向，坚持做下去，不轻易受到外界新热点的诱惑和干扰，通过长期的积累有更多收获。\n汪天凡：如何把时间交给最美好的事物。\n袁野：最希望改变的事自己能够更勤快一些；希望坚持的是始终支持那些初心纯粹、目标伟大的创业者，不管今天是否渺小，欢迎来找我们一起Build。\n顾旻曼：坚持锻炼，均衡饮食。\n戴雨森：坚实的读书，改变的话是想多些时间思考，学而不思则罔，思不学则殆，要思考再多一点，对于一些东西的组织归纳多一点。\nQ：作为最年轻的合伙人/一家新基金的GP，你认为VC/PE行业需要创新吗？最值得创新之处是什么？\n顾旻曼：创新是肯定的。有两个关键点，一个是全生命周期的投资，二是产业的深度合作。\n王华东：需要和值得的创新的点是，行业本身组织管理体系的创新，通过创新怎么样能够让年轻人在这行业里面能成长出来，探索怎么能体系性的培养出新的投资人的方法。\n张津剑：诚惶诚恐、战战兢兢、如履薄冰。\nQ：在这个时代，一个优秀投资人的第一修养是什么？\n黄立明：不断学习。\n连盟：走正确的路，与优秀的人同行。do the right thing远比 do things right要重要。此外，清醒认识自己认知局限的同时努力加强对世界多维度的深刻理解。\n朱嘉：专注。\n王华东：开放。\n韩锐：追因等果。但求善因，无畏恶果。\n汪天凡：每个时代都一样：时间管理。\nQ：畅想一下未来十年？\n王华东：一个小目标是——未来在每一个新兴的领域中都能投到一家典型的公司。\n袁野：和这个时代最有挑战精神的开拓型创业者一起去build something impossible。\n汪天凡：找到并支持那家诞生于中国、解决大命题、让全世界变得更美好的企业。\n张津剑：参与和赞美未来10年中国最有生命力的企业家。\n顾旻曼：做一家顶级的基金，参与一批当代最伟大企业家的人生。\n戴雨森：我觉得还是做一个好的投资人。\n韩锐：能有机会深度陪伴更多想改变这个世界的创业者，也期待能有更多人的生活因他们变得更好。\nDCM赵磊：如果有一本创投世界的《人类群星闪耀时》，我希望自己的名字出现在上面。\n连盟：与一群志同道合的人一起，找到能够定义一个行业、甚至一个时代的新的产品或服务，给世界带来更美好的生活。","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","authorIdStr":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991114805,"gmtCreate":1660788640009,"gmtModify":1676536400025,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great article! I would like to share it.","listText":"Great article! I would like to share it.","text":"Great article! I would like to share it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991114805","repostId":"9026078965","repostType":1,"repost":{"id":9026078965,"gmtCreate":1653307596933,"gmtModify":1676535257090,"author":{"id":"4116147584806042","authorId":"4116147584806042","authorIdStr":"4116147584806042","name":"AseiResearch","avatar":"https://community-static.tradeup.com/news/2263716c9290037bce2c8c40e8878a47","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4116147584806042"},"themes":[],"title":"Wolfspeed: New Factory Sets Bullish Expectations","htmlText":"Summary WOLF recently opened a $1.2 billion state-backed factory to produce silicon carbide chips. The components produced from the factory will be used in consumer electronics, electric vehicles, and 5G infrastructure. I am bullish on these supercycles so it's only natural to be bullish on this stock as well. jiefeng jiang/iStock via Getty Images <a href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$</a> is a buy with theopeningof a new $1.2 billion state-backed factory in Utica, New York, that will see the company pivot into becoming a pure semiconductor company. The factory will producesilicon carbide chips and will be used in a number of products from electric vehicles, solar power inverters, and in 5G infrastructure. In my view, WOLF's pivot towards making these chips is a smart","listText":"Summary WOLF recently opened a $1.2 billion state-backed factory to produce silicon carbide chips. The components produced from the factory will be used in consumer electronics, electric vehicles, and 5G infrastructure. I am bullish on these supercycles so it's only natural to be bullish on this stock as well. jiefeng jiang/iStock via Getty Images <a href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$</a> is a buy with theopeningof a new $1.2 billion state-backed factory in Utica, New York, that will see the company pivot into becoming a pure semiconductor company. The factory will producesilicon carbide chips and will be used in a number of products from electric vehicles, solar power inverters, and in 5G infrastructure. In my view, WOLF's pivot towards making these chips is a smart","text":"Summary WOLF recently opened a $1.2 billion state-backed factory to produce silicon carbide chips. The components produced from the factory will be used in consumer electronics, electric vehicles, and 5G infrastructure. I am bullish on these supercycles so it's only natural to be bullish on this stock as well. jiefeng jiang/iStock via Getty Images $Wolfspeed Inc.(WOLF)$ is a buy with theopeningof a new $1.2 billion state-backed factory in Utica, New York, that will see the company pivot into becoming a pure semiconductor company. The factory will producesilicon carbide chips and will be used in a number of products from electric vehicles, solar power inverters, and in 5G infrastructure. In my view, WOLF's pivot towards making these chips is a smart","images":[{"img":"https://community-static.tradeup.com/news/2e7f261a63366fd102883144989d135d","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/a6e56a173d23a4de25a1aa84ada555d0","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/d3a8ce354da5b0794df1af90467d351e","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026078965","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903831758,"gmtCreate":1658999132074,"gmtModify":1676536241674,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great article! I would like to share it.","listText":"Great article! I would like to share it.","text":"Great article! I would like to share it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903831758","repostId":"1141127550","repostType":4,"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816653198,"gmtCreate":1630499335114,"gmtModify":1676530320575,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/816653198","repostId":"816619492","repostType":1,"repost":{"id":816619492,"gmtCreate":1630495116816,"gmtModify":1676530319413,"author":{"id":"4087984885325640","authorId":"4087984885325640","authorIdStr":"4087984885325640","name":"言财经","avatar":"https://static.tigerbbs.com/637d569835dd52f03d803ffce28edef8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087984885325640"},"themes":[],"title":"績後股價暴跌，業績放緩，Zoom的出路在何方？","htmlText":"2020年，要說現象級的工具軟件，非Zoom莫屬。一場新冠疫情，讓Zoom迅速爆火，成爲雲計算行業的當紅炸子雞。雖然爆火在去年，但事實上，Zoom已經是一個成立近十年的公司。2011年4月,Zoom以Saasbee在美國特拉華州法律註冊成立；2012年5月，公司再次更名爲Zoom Video Communications, Inc.。從公司的更名歷程來看，在2012年公司就將公司的發展重心專注到“video&nbsp;communication”這個會議系統的細分領域之中，經過10年的發展，公司提供視頻優先通信平臺，提供快樂並從根本上改變人們的互動方式。2020年，新冠疫情爆發以來，公司的用戶規模與收入飛速增長，股價也從2020年1月到10月，十個月，上漲接近8倍，成爲當仁不讓的明星。圖：Zoom上市至2020年10月股價走勢但從去年10月至今，Zoom的股價走出了腰斬的走勢，這背後隱含的是市場對於新冠疫情有效控制以後，Zoom增長放緩的擔憂。圖：Zoom2020年10月至今股價走勢&nbsp;2021年8月30日盤後，Zoom發佈了最新一個季度的業績，2021第二季度公司實現營收10.2億美元，YOY增長54%，淨利潤3.16億美元，YOY增長70.49%。雖然，當季度的增速尚可，但是公司對於下個季度及全年業績的展望卻不及市場預期。Zoom預計第三財季營收爲10.15億到10.2億美元，同比增長31%，略高於分析師預計的10.13億美元，EPS預計爲1.07到1.08美元，低於分析師預期1.09美元，直接導致多家大行下調公司的目標價，德意志銀行將其目標價從375美元下調至350美元、瑞銀將其目標價從345美元下調至315美元等。暴跌已經是事實，投資者有以下疑問1.Zoom二季度的業績成色如何，未來還有發展潛力嗎？2.後疫情時代的Zoom應該何去何從？未來Zoom的路，在何","listText":"2020年，要說現象級的工具軟件，非Zoom莫屬。一場新冠疫情，讓Zoom迅速爆火，成爲雲計算行業的當紅炸子雞。雖然爆火在去年，但事實上，Zoom已經是一個成立近十年的公司。2011年4月,Zoom以Saasbee在美國特拉華州法律註冊成立；2012年5月，公司再次更名爲Zoom Video Communications, Inc.。從公司的更名歷程來看，在2012年公司就將公司的發展重心專注到“video&nbsp;communication”這個會議系統的細分領域之中，經過10年的發展，公司提供視頻優先通信平臺，提供快樂並從根本上改變人們的互動方式。2020年，新冠疫情爆發以來，公司的用戶規模與收入飛速增長，股價也從2020年1月到10月，十個月，上漲接近8倍，成爲當仁不讓的明星。圖：Zoom上市至2020年10月股價走勢但從去年10月至今，Zoom的股價走出了腰斬的走勢，這背後隱含的是市場對於新冠疫情有效控制以後，Zoom增長放緩的擔憂。圖：Zoom2020年10月至今股價走勢&nbsp;2021年8月30日盤後，Zoom發佈了最新一個季度的業績，2021第二季度公司實現營收10.2億美元，YOY增長54%，淨利潤3.16億美元，YOY增長70.49%。雖然，當季度的增速尚可，但是公司對於下個季度及全年業績的展望卻不及市場預期。Zoom預計第三財季營收爲10.15億到10.2億美元，同比增長31%，略高於分析師預計的10.13億美元，EPS預計爲1.07到1.08美元，低於分析師預期1.09美元，直接導致多家大行下調公司的目標價，德意志銀行將其目標價從375美元下調至350美元、瑞銀將其目標價從345美元下調至315美元等。暴跌已經是事實，投資者有以下疑問1.Zoom二季度的業績成色如何，未來還有發展潛力嗎？2.後疫情時代的Zoom應該何去何從？未來Zoom的路，在何","text":"2020年，要說現象級的工具軟件，非Zoom莫屬。一場新冠疫情，讓Zoom迅速爆火，成爲雲計算行業的當紅炸子雞。雖然爆火在去年，但事實上，Zoom已經是一個成立近十年的公司。2011年4月,Zoom以Saasbee在美國特拉華州法律註冊成立；2012年5月，公司再次更名爲Zoom Video Communications, Inc.。從公司的更名歷程來看，在2012年公司就將公司的發展重心專注到“video communication”這個會議系統的細分領域之中，經過10年的發展，公司提供視頻優先通信平臺，提供快樂並從根本上改變人們的互動方式。2020年，新冠疫情爆發以來，公司的用戶規模與收入飛速增長，股價也從2020年1月到10月，十個月，上漲接近8倍，成爲當仁不讓的明星。圖：Zoom上市至2020年10月股價走勢但從去年10月至今，Zoom的股價走出了腰斬的走勢，這背後隱含的是市場對於新冠疫情有效控制以後，Zoom增長放緩的擔憂。圖：Zoom2020年10月至今股價走勢 2021年8月30日盤後，Zoom發佈了最新一個季度的業績，2021第二季度公司實現營收10.2億美元，YOY增長54%，淨利潤3.16億美元，YOY增長70.49%。雖然，當季度的增速尚可，但是公司對於下個季度及全年業績的展望卻不及市場預期。Zoom預計第三財季營收爲10.15億到10.2億美元，同比增長31%，略高於分析師預計的10.13億美元，EPS預計爲1.07到1.08美元，低於分析師預期1.09美元，直接導致多家大行下調公司的目標價，德意志銀行將其目標價從375美元下調至350美元、瑞銀將其目標價從345美元下調至315美元等。暴跌已經是事實，投資者有以下疑問1.Zoom二季度的業績成色如何，未來還有發展潛力嗎？2.後疫情時代的Zoom應該何去何從？未來Zoom的路，在何","images":[{"img":"https://static.tigerbbs.com/f2e8d0748da70565ed4b9aea0658ec9b","width":"688","height":"324"},{"img":"https://static.tigerbbs.com/0f6ab0194dc1db0f5bfc4a50d01e672f","width":"688","height":"346"},{"img":"https://static.tigerbbs.com/0cdf61c47ef634ef57ad0674b80ac5b8","width":"688","height":"446"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/816619492","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":23,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810546839,"gmtCreate":1629988487821,"gmtModify":1676530194567,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810546839","repostId":"2162931260","repostType":4,"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175794928,"gmtCreate":1627048680364,"gmtModify":1703483293723,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175794928","repostId":"1112567098","repostType":4,"repost":{"id":"1112567098","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627048219,"share":"https://ttm.financial/m/news/1112567098?lang=&edition=fundamental","pubTime":"2021-07-23 21:50","market":"us","language":"en","title":"Chinese education stocks are trading sharply lower Fridaya after Bloomberg report suggested...","url":"https://stock-news.laohu8.com/highlight/detail?id=1112567098","media":"Tiger Newspress","summary":"(July 23) Chinese education stocks plunged in morning trading. Bloomberg report that, China consider","content":"<p>(July 23)&nbsp;Chinese education stocks plunged in morning trading.&nbsp;Bloomberg&nbsp;report&nbsp;that,&nbsp;China considers turning tutoring companies into Non-Profits.</p>\n<p><img src=\"https://static.tigerbbs.com/e2b057d861059cc83420bcf9edf2a465\" tg-width=\"370\" tg-height=\"246\" referrerpolicy=\"no-referrer\"></p>\n<p>China is considering asking companies that offer tutoring on the school curriculum to go non-profit, according to people familiar with the matter, as part of a sweeping set of constraints that could decimate the country’s $100 billion education tech industry.</p>\n<p>In rules currently being mulled, the platforms will likely no longer be allowed to raise capital or go public, the people said, asking to not be identified because the information is not public. Listed firms will also probably no longer be allowed to invest in or acquire education firms teaching school subjects while foreign capital will also be barred from the sector, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the people said.</p>\n<p>Local regulators will stop approving new after-school education firms seeking to offer tutoring on China’s compulsory syllabus and require extra scrutiny of existing online platforms, the people said. Vacation and weekend tutoring on school subjects will also be banned, they said. Changes may still occur as the rules haven’t been published. The 21st Century Business Herald earlier reported the bans on IPOs and investments by listed firms.</p>\n<p>The new set of regulations, devised and overseen by a dedicated branch set up just last month to regulate the industry, could wipe out the enormous growth that made stock market darlings of TAL Education Group and Gaotu Techedu Inc. The regulatory assault mirrors a broader campaign against the growing heft of Chinese internet companies from Didi Global Inc. to Alibaba Group Holding Ltd.</p>\n<p>“Making the sector non-profit is just as good as eradicating the industry all together,” said Wu Yuefeng, a fund manager at Funding Capital Management (Beijing) Co. “The regulations on financing are a major surprise and shows that to the authorities, this is a matter of no small importance. In the short term for the sector, any news will be bad news.”</p>\n<p>New Oriental Education &amp; Technology Group sank as much as 50% in Hong Kong Friday, while Koolearn Technology Holding Ltd. tumbled 31%.</p>\n<p>Beijing is coming down hard on the sector as excessive tutoring anguishes young pupils and burdens parents with expensive tutoring fees. It’s also regarded as an impediment to one of the country’s top priorities, boosting a declining birth rate. Last month, China said it will allow a couple to have three children and released a slew of support measures to encourage births and lower child expenses.</p>\n<p>Making the whole sector go non-profit “would make being a listed entity meaningless,” said Justin Tang, head of Asian research at United First Partners. “Investors are selling out first and asking questions later. It’s all being done to reduce cost of education and motivate citizens to raise kids.”</p>\n<p>Education technology had emerged as one of the hottest investment plays in China in recent years, with $10 billion of venture capital money pouring into the sector last year alone. Alibaba, Tencent Holdings Ltd. and ByteDance Ltd. all entered the arena, seeking to capitalize on Chinese parents’ desires to give their children every academic advantage. A spokesman from the education ministry said relevant polices are still being formulated and declined to provide more details.</p>\n<p>Beijing is taking issue with for-profit companies for stressing out kids while enriching investors and startup founders. In May, President Xi Jinping chaired a meeting with top officials where they approved a new set of rules to ease the burden of homework and after-school training for primary and secondary school students.</p>\n<p>Last month, China’s education ministry created a dedicated division to oversee all private education platforms for the first time. That followed a plethora of restrictions, including caps on fees firms can charge and time limits on after-school programs. Regulators have fined two of the biggest startups for false advertising: Alibaba-backed Zuoyebang and Tencent-investee Yuanfudao. A new law on minor protection, which went into effect June 1, also bans kindergarten and private institutions from teaching the primary-school curriculum to pre-schoolers -- not uncommon previously.</p>\n<p>Several high-profile startups in the sector -- including Yuanfudao, which at $15.5 billion is the most valuable of the lot -- are likely to have to put initial public offering plans on hold because of the crackdown.</p>\n<p>Shares of China’s largest private education companies are among the world’s worst performers in recent months, with New Oriental Education, TAL Education and Gaotu Techedu together shedding nearly $100 billion of value from their highs reached earlier this year.</p>\n<p>Gaotu, New Oriental, Zuoyebang, Yuanfudao and TAL didn’t immediately respond to requests for comment.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese education stocks are trading sharply lower Fridaya after Bloomberg report suggested...</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese education stocks are trading sharply lower Fridaya after Bloomberg report suggested...\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-23 21:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(July 23)&nbsp;Chinese education stocks plunged in morning trading.&nbsp;Bloomberg&nbsp;report&nbsp;that,&nbsp;China considers turning tutoring companies into Non-Profits.</p>\n<p><img src=\"https://static.tigerbbs.com/e2b057d861059cc83420bcf9edf2a465\" tg-width=\"370\" tg-height=\"246\" referrerpolicy=\"no-referrer\"></p>\n<p>China is considering asking companies that offer tutoring on the school curriculum to go non-profit, according to people familiar with the matter, as part of a sweeping set of constraints that could decimate the country’s $100 billion education tech industry.</p>\n<p>In rules currently being mulled, the platforms will likely no longer be allowed to raise capital or go public, the people said, asking to not be identified because the information is not public. Listed firms will also probably no longer be allowed to invest in or acquire education firms teaching school subjects while foreign capital will also be barred from the sector, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the people said.</p>\n<p>Local regulators will stop approving new after-school education firms seeking to offer tutoring on China’s compulsory syllabus and require extra scrutiny of existing online platforms, the people said. Vacation and weekend tutoring on school subjects will also be banned, they said. Changes may still occur as the rules haven’t been published. The 21st Century Business Herald earlier reported the bans on IPOs and investments by listed firms.</p>\n<p>The new set of regulations, devised and overseen by a dedicated branch set up just last month to regulate the industry, could wipe out the enormous growth that made stock market darlings of TAL Education Group and Gaotu Techedu Inc. The regulatory assault mirrors a broader campaign against the growing heft of Chinese internet companies from Didi Global Inc. to Alibaba Group Holding Ltd.</p>\n<p>“Making the sector non-profit is just as good as eradicating the industry all together,” said Wu Yuefeng, a fund manager at Funding Capital Management (Beijing) Co. “The regulations on financing are a major surprise and shows that to the authorities, this is a matter of no small importance. In the short term for the sector, any news will be bad news.”</p>\n<p>New Oriental Education &amp; Technology Group sank as much as 50% in Hong Kong Friday, while Koolearn Technology Holding Ltd. tumbled 31%.</p>\n<p>Beijing is coming down hard on the sector as excessive tutoring anguishes young pupils and burdens parents with expensive tutoring fees. It’s also regarded as an impediment to one of the country’s top priorities, boosting a declining birth rate. Last month, China said it will allow a couple to have three children and released a slew of support measures to encourage births and lower child expenses.</p>\n<p>Making the whole sector go non-profit “would make being a listed entity meaningless,” said Justin Tang, head of Asian research at United First Partners. “Investors are selling out first and asking questions later. It’s all being done to reduce cost of education and motivate citizens to raise kids.”</p>\n<p>Education technology had emerged as one of the hottest investment plays in China in recent years, with $10 billion of venture capital money pouring into the sector last year alone. Alibaba, Tencent Holdings Ltd. and ByteDance Ltd. all entered the arena, seeking to capitalize on Chinese parents’ desires to give their children every academic advantage. A spokesman from the education ministry said relevant polices are still being formulated and declined to provide more details.</p>\n<p>Beijing is taking issue with for-profit companies for stressing out kids while enriching investors and startup founders. In May, President Xi Jinping chaired a meeting with top officials where they approved a new set of rules to ease the burden of homework and after-school training for primary and secondary school students.</p>\n<p>Last month, China’s education ministry created a dedicated division to oversee all private education platforms for the first time. That followed a plethora of restrictions, including caps on fees firms can charge and time limits on after-school programs. Regulators have fined two of the biggest startups for false advertising: Alibaba-backed Zuoyebang and Tencent-investee Yuanfudao. A new law on minor protection, which went into effect June 1, also bans kindergarten and private institutions from teaching the primary-school curriculum to pre-schoolers -- not uncommon previously.</p>\n<p>Several high-profile startups in the sector -- including Yuanfudao, which at $15.5 billion is the most valuable of the lot -- are likely to have to put initial public offering plans on hold because of the crackdown.</p>\n<p>Shares of China’s largest private education companies are among the world’s worst performers in recent months, with New Oriental Education, TAL Education and Gaotu Techedu together shedding nearly $100 billion of value from their highs reached earlier this year.</p>\n<p>Gaotu, New Oriental, Zuoyebang, Yuanfudao and TAL didn’t immediately respond to requests for comment.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TAL":"好未来","EDU":"新东方","GOTU":"高途"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112567098","content_text":"(July 23) Chinese education stocks plunged in morning trading. Bloomberg report that, China considers turning tutoring companies into Non-Profits.\n\nChina is considering asking companies that offer tutoring on the school curriculum to go non-profit, according to people familiar with the matter, as part of a sweeping set of constraints that could decimate the country’s $100 billion education tech industry.\nIn rules currently being mulled, the platforms will likely no longer be allowed to raise capital or go public, the people said, asking to not be identified because the information is not public. Listed firms will also probably no longer be allowed to invest in or acquire education firms teaching school subjects while foreign capital will also be barred from the sector, one of the people said.\nLocal regulators will stop approving new after-school education firms seeking to offer tutoring on China’s compulsory syllabus and require extra scrutiny of existing online platforms, the people said. Vacation and weekend tutoring on school subjects will also be banned, they said. Changes may still occur as the rules haven’t been published. The 21st Century Business Herald earlier reported the bans on IPOs and investments by listed firms.\nThe new set of regulations, devised and overseen by a dedicated branch set up just last month to regulate the industry, could wipe out the enormous growth that made stock market darlings of TAL Education Group and Gaotu Techedu Inc. The regulatory assault mirrors a broader campaign against the growing heft of Chinese internet companies from Didi Global Inc. to Alibaba Group Holding Ltd.\n“Making the sector non-profit is just as good as eradicating the industry all together,” said Wu Yuefeng, a fund manager at Funding Capital Management (Beijing) Co. “The regulations on financing are a major surprise and shows that to the authorities, this is a matter of no small importance. In the short term for the sector, any news will be bad news.”\nNew Oriental Education & Technology Group sank as much as 50% in Hong Kong Friday, while Koolearn Technology Holding Ltd. tumbled 31%.\nBeijing is coming down hard on the sector as excessive tutoring anguishes young pupils and burdens parents with expensive tutoring fees. It’s also regarded as an impediment to one of the country’s top priorities, boosting a declining birth rate. Last month, China said it will allow a couple to have three children and released a slew of support measures to encourage births and lower child expenses.\nMaking the whole sector go non-profit “would make being a listed entity meaningless,” said Justin Tang, head of Asian research at United First Partners. “Investors are selling out first and asking questions later. It’s all being done to reduce cost of education and motivate citizens to raise kids.”\nEducation technology had emerged as one of the hottest investment plays in China in recent years, with $10 billion of venture capital money pouring into the sector last year alone. Alibaba, Tencent Holdings Ltd. and ByteDance Ltd. all entered the arena, seeking to capitalize on Chinese parents’ desires to give their children every academic advantage. A spokesman from the education ministry said relevant polices are still being formulated and declined to provide more details.\nBeijing is taking issue with for-profit companies for stressing out kids while enriching investors and startup founders. In May, President Xi Jinping chaired a meeting with top officials where they approved a new set of rules to ease the burden of homework and after-school training for primary and secondary school students.\nLast month, China’s education ministry created a dedicated division to oversee all private education platforms for the first time. That followed a plethora of restrictions, including caps on fees firms can charge and time limits on after-school programs. Regulators have fined two of the biggest startups for false advertising: Alibaba-backed Zuoyebang and Tencent-investee Yuanfudao. A new law on minor protection, which went into effect June 1, also bans kindergarten and private institutions from teaching the primary-school curriculum to pre-schoolers -- not uncommon previously.\nSeveral high-profile startups in the sector -- including Yuanfudao, which at $15.5 billion is the most valuable of the lot -- are likely to have to put initial public offering plans on hold because of the crackdown.\nShares of China’s largest private education companies are among the world’s worst performers in recent months, with New Oriental Education, TAL Education and Gaotu Techedu together shedding nearly $100 billion of value from their highs reached earlier this year.\nGaotu, New Oriental, Zuoyebang, Yuanfudao and TAL didn’t immediately respond to requests for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157665000,"gmtCreate":1625580692100,"gmtModify":1703744303531,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Yes&nbsp;","listText":"Yes&nbsp;","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/157665000","repostId":"1107037757","repostType":4,"repost":{"id":"1107037757","pubTimestamp":1625564660,"share":"https://ttm.financial/m/news/1107037757?lang=&edition=fundamental","pubTime":"2021-07-06 17:44","market":"us","language":"en","title":"Nio Expected To Gross 5% More EV Deliveries In 2021 Than Previous Forecast, Says CICC","url":"https://stock-news.laohu8.com/highlight/detail?id=1107037757","media":"Benzinga","summary":"China International Capital Corporation Limited has updated its forecast for Nio Inc, saying it expects the  Chinese electric vehicle maker to sell 98,000 cars in 2021, 5% more than its previous estimate, as per a cnEVpostreport.What Happened:The China-based investment bank estimates Nio’s production and sales to remain strong in the second half of the year.Nio delivered 21,896 units in the second quarter,near the upper end of the company's 21,000- to 22,000-unit delivery guidance, in line with ","content":"<p>China International Capital Corporation Limited has updated its forecast for&nbsp;<b>Nio Inc</b>(NYSE:NIO), saying it expects&nbsp;the&nbsp; Chinese electric vehicle maker&nbsp;to sell 98,000 cars in 2021, 5% more than its previous estimate, as per a cnEVpostreport.</p>\n<p><b>What Happened:</b>The China-based investment bank estimates Nio’s production and sales to remain strong in the second half of the year.</p>\n<p>Nio&nbsp;delivered 21,896 units in the second quarter,near the upper end of the company's 21,000-&nbsp;to 22,000-unit delivery guidance, in line with market expectations.</p>\n<p>The investment bank also raised the sales volume forecast for rival&nbsp;<b>Li Auto</b>(NASDAQ:LI) to 90,000 units, an increase of 12.5%.</p>\n<p>Li Auto’s&nbsp;second-quarter deliveriessoared 166%&nbsp;to 17,575 vehicles compared with a year ago.</p>\n<p><b>Price Action:</b>Nio shares closed 0.98% lower at $50.40 on Friday, while&nbsp;Li Auto stock closed 5.8% lower at $32.67.</p>\n<p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Expected To Gross 5% More EV Deliveries In 2021 Than Previous Forecast, Says CICC</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Expected To Gross 5% More EV Deliveries In 2021 Than Previous Forecast, Says CICC\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 17:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/21/07/21850578/nio-expected-to-gross-5-more-ev-deliveries-in-2021-than-previous-forecast-says-cicc><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China International Capital Corporation Limited has updated its forecast for Nio Inc(NYSE:NIO), saying it expects the  Chinese electric vehicle maker to sell 98,000 cars in 2021, 5% more than its ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/21850578/nio-expected-to-gross-5-more-ev-deliveries-in-2021-than-previous-forecast-says-cicc\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","NIO":"蔚来"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/21850578/nio-expected-to-gross-5-more-ev-deliveries-in-2021-than-previous-forecast-says-cicc","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107037757","content_text":"China International Capital Corporation Limited has updated its forecast for Nio Inc(NYSE:NIO), saying it expects the  Chinese electric vehicle maker to sell 98,000 cars in 2021, 5% more than its previous estimate, as per a cnEVpostreport.\nWhat Happened:The China-based investment bank estimates Nio’s production and sales to remain strong in the second half of the year.\nNio delivered 21,896 units in the second quarter,near the upper end of the company's 21,000- to 22,000-unit delivery guidance, in line with market expectations.\nThe investment bank also raised the sales volume forecast for rival Li Auto(NASDAQ:LI) to 90,000 units, an increase of 12.5%.\nLi Auto’s second-quarter deliveriessoared 166% to 17,575 vehicles compared with a year ago.\nPrice Action:Nio shares closed 0.98% lower at $50.40 on Friday, while Li Auto stock closed 5.8% lower at $32.67.","news_type":1},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158801012,"gmtCreate":1625141587336,"gmtModify":1703736955295,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158801012","repostId":"2148424988","repostType":4,"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151128064,"gmtCreate":1625068350758,"gmtModify":1703735465927,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151128064","repostId":"1121473384","repostType":4,"repost":{"id":"1121473384","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625067394,"share":"https://ttm.financial/m/news/1121473384?lang=&edition=fundamental","pubTime":"2021-06-30 23:36","market":"us","language":"en","title":"Why NIO Stock Is Moving Higher Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1121473384","media":"Tiger Newspress","summary":"A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.Shares of Chinese electric-vehicle maker NIOwere moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $5","content":"<p>A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.</p>\n<p>Shares of Chinese electric-vehicle maker&nbsp;<b>NIO</b>(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.</p>\n<p>As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.</p>\n<p>In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.</p>\n<p>Chung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target&nbsp;price-to-earnings multiple&nbsp;for NIO's shares.</p>\n<p>NIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of&nbsp;between 21,000 and 22,000 vehicles&nbsp;for the second quarter. Through the end of May, it had&nbsp;delivered 13,183 vehicles&nbsp;despite production disruptions caused by shortages of computer chips.</p>\n<p>Will NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why NIO Stock Is Moving Higher Today</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\">\nWhy NIO Stock Is Moving Higher Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-30 23:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.</p>\n<p>Shares of Chinese electric-vehicle maker&nbsp;<b>NIO</b>(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.</p>\n<p>As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.</p>\n<p>In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.</p>\n<p>Chung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target&nbsp;price-to-earnings multiple&nbsp;for NIO's shares.</p>\n<p>NIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of&nbsp;between 21,000 and 22,000 vehicles&nbsp;for the second quarter. Through the end of May, it had&nbsp;delivered 13,183 vehicles&nbsp;despite production disruptions caused by shortages of computer chips.</p>\n<p>Will NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121473384","content_text":"A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.\nShares of Chinese electric-vehicle maker NIO(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.\nAs of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.\nIn a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.\nChung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target price-to-earnings multiple for NIO's shares.\nNIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of between 21,000 and 22,000 vehicles for the second quarter. Through the end of May, it had delivered 13,183 vehicles despite production disruptions caused by shortages of computer chips.\nWill NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150188357,"gmtCreate":1624889742779,"gmtModify":1703847200053,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150188357","repostId":"1161791117","repostType":4,"repost":{"id":"1161791117","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624888175,"share":"https://ttm.financial/m/news/1161791117?lang=&edition=fundamental","pubTime":"2021-06-28 21:49","market":"us","language":"en","title":"EV Stocks surged in Monday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1161791117","media":"Tiger Newspress","summary":"EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.","content":"<p>EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.</p>\n<p><img src=\"https://static.tigerbbs.com/9c0daf58150762032dd73960878904cd\" tg-width=\"375\" tg-height=\"361\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks surged in Monday morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks surged in Monday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-28 21:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.</p>\n<p><img src=\"https://static.tigerbbs.com/9c0daf58150762032dd73960878904cd\" tg-width=\"375\" tg-height=\"361\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LI":"理想汽车","TSLA":"特斯拉","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161791117","content_text":"EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127859717,"gmtCreate":1624843985839,"gmtModify":1703845944143,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127859717","repostId":"1103605275","repostType":4,"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126841027,"gmtCreate":1624552936469,"gmtModify":1703840308072,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126841027","repostId":"1155360226","repostType":4,"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128141106,"gmtCreate":1624507978605,"gmtModify":1703838741719,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/128141106","repostId":"2145012541","repostType":2,"repost":{"id":"2145012541","pubTimestamp":1624507688,"share":"https://ttm.financial/m/news/2145012541?lang=&edition=fundamental","pubTime":"2021-06-24 12:08","market":"hk","language":"zh","title":"【IPO追蹤】小鵬汽車獲批香港上市，計劃年產能擴至45萬輛","url":"https://stock-news.laohu8.com/highlight/detail?id=2145012541","media":"www.finet.hk","summary":"計劃回流香港上市的小鵬汽車，已獲聯交所通過上市聆訊。根據小鵬汽車初步招股文件介紹，IHS Markit報告於2020年，小鵬在中國電動汽車市場的市場份額為2.8%，排名第12位，而在中國中高端電動汽車市場的市場份額則為6.6%，排名第4位。小鵬汽車以付費服務的形式為客戶提供自主研發的高級自動駕駛系統XPILOT 3.0軟件，截至2021年3月31日，超過20%的P7車主購買並激活了該功能。受小鵬香港上市消息刺激，小鵬於美股隔夜收市升4.1%；理想汽車彈7.8%；蔚來亦升3%。","content":"<html><body><p>【財華社訊】計劃回流香港上市的小鵬汽車，已獲聯交所通過上市聆訊。根據小鵬汽車初步招股文件介紹，IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a>報告於2020年，小鵬在中國電動汽車市場的市場份額為2.8%，排名第12位，而在中國中高端電動汽車市場的市場份額則為6.6%，排名第4位。</p>\n<p>小鵬汽車自2015年成立以來的短短六年時間內，已經成為中國領先的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>電動汽車公司之一，以領先的軟件、數據及硬件技術為核心，為自動駕駛、智能互連和核心汽車系統帶來創新。小鵬汽車是中國唯一一家自主開發包含定位和高精地圖融合、感知算法和傳感器融合及行為規劃、運動規劃和控制的全棧式自動駕駛技術，並在量產汽車上應用該軟件的汽車公司。</p>\n<p>公司主要瞄準中國乘用車市場中價格介於人民幣15萬元至人民幣30萬元的中高端市場。小鵬汽車以付費服務的形式為客戶提供自主研發的高級自動駕駛系統XPILOT 3.0軟件，截至2021年3月31日，超過20%的P7車主購買並激活了該功能。公司在2021年4月發佈第三款車型P5，將成為全球首款配備激光雷達的量產智能電動汽車，以進一步提升該款車型的視覺感知能力；計劃於今年第4季開始批量交付。</p>\n<p>公司推出的免費充電計劃，於3月末已覆蓋中國140個城市。公司於肇慶和海馬的工廠年產能分別高達10萬輛及15萬輛。為進一步擴大產能，計劃在廣州和武漢新建智能電動汽車生產基地，預計年產能各可達10萬輛。</p>\n<p>今年一季度，公司智能電動汽車交付量約1.3萬輛。而第二季度指引為交付15.5萬至16萬輛汽車。截至2021年一季末，累計已向客戶交付約3輛G3，以及2.3萬輛P7。</p>\n<p>季度內小鵬汽車錄得總收入29.5億元人民幣，同比大幅增長616.1%；毛利近3.3億元人民幣，同比扭虧為盈(去年同期毛虧損近0.2億元人民幣)；惟研發和銷售行政開支錄得較大增長，淨虧損同比擴大21%至7.86億元人民幣。期內經營活動淨現金流出5.71億元人民幣，同比減少17.7%。</p>\n<p>公司預期將通過多種方法優化經營現金狀況。包括產品組合多元化，從而提高長遠平均售價及規模經濟效應；料電池價格成本未來3年趨下降；提升交付量增加經濟效應；自軟件的收入貢獻增加。而經營開支佔比料會下降。</p>\n<p>是次在港上市集資用途，主要用於拓展產品組合及開發更先進的技術；提升品牌認知度，增加國內外銷售及服務接觸點；擴大產能、升級生產設施和開發生產技術等方面。</p>\n<p>受小鵬香港上市消息刺激，小鵬於美股隔夜收市升4.1%；理想汽車彈7.8%；蔚來亦升3%。</p>\n</body></html>","source":"finet_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【IPO追蹤】小鵬汽車獲批香港上市，計劃年產能擴至45萬輛</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; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【IPO追蹤】小鵬汽車獲批香港上市，計劃年產能擴至45萬輛\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 12:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.finet.hk/newscenter/news_content/60d40528bde0b3600d149d4b><strong>www.finet.hk</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【財華社訊】計劃回流香港上市的小鵬汽車，已獲聯交所通過上市聆訊。根據小鵬汽車初步招股文件介紹，IHS Markit報告於2020年，小鵬在中國電動汽車市場的市場份額為2.8%，排名第12位，而在中國中高端電動汽車市場的市場份額則為6.6%，排名第4位。\n小鵬汽車自2015年成立以來的短短六年時間內，已經成為中國領先的智能電動汽車公司之一，以領先的軟件、數據及硬件技術為核心，為自動駕駛、智能互連和...</p>\n\n<a href=\"https://www.finet.hk/newscenter/news_content/60d40528bde0b3600d149d4b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aaf10f59d529fccc557480730989e342","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://www.finet.hk/newscenter/news_content/60d40528bde0b3600d149d4b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145012541","content_text":"【財華社訊】計劃回流香港上市的小鵬汽車，已獲聯交所通過上市聆訊。根據小鵬汽車初步招股文件介紹，IHS Markit報告於2020年，小鵬在中國電動汽車市場的市場份額為2.8%，排名第12位，而在中國中高端電動汽車市場的市場份額則為6.6%，排名第4位。\n小鵬汽車自2015年成立以來的短短六年時間內，已經成為中國領先的智能電動汽車公司之一，以領先的軟件、數據及硬件技術為核心，為自動駕駛、智能互連和核心汽車系統帶來創新。小鵬汽車是中國唯一一家自主開發包含定位和高精地圖融合、感知算法和傳感器融合及行為規劃、運動規劃和控制的全棧式自動駕駛技術，並在量產汽車上應用該軟件的汽車公司。\n公司主要瞄準中國乘用車市場中價格介於人民幣15萬元至人民幣30萬元的中高端市場。小鵬汽車以付費服務的形式為客戶提供自主研發的高級自動駕駛系統XPILOT 3.0軟件，截至2021年3月31日，超過20%的P7車主購買並激活了該功能。公司在2021年4月發佈第三款車型P5，將成為全球首款配備激光雷達的量產智能電動汽車，以進一步提升該款車型的視覺感知能力；計劃於今年第4季開始批量交付。\n公司推出的免費充電計劃，於3月末已覆蓋中國140個城市。公司於肇慶和海馬的工廠年產能分別高達10萬輛及15萬輛。為進一步擴大產能，計劃在廣州和武漢新建智能電動汽車生產基地，預計年產能各可達10萬輛。\n今年一季度，公司智能電動汽車交付量約1.3萬輛。而第二季度指引為交付15.5萬至16萬輛汽車。截至2021年一季末，累計已向客戶交付約3輛G3，以及2.3萬輛P7。\n季度內小鵬汽車錄得總收入29.5億元人民幣，同比大幅增長616.1%；毛利近3.3億元人民幣，同比扭虧為盈(去年同期毛虧損近0.2億元人民幣)；惟研發和銷售行政開支錄得較大增長，淨虧損同比擴大21%至7.86億元人民幣。期內經營活動淨現金流出5.71億元人民幣，同比減少17.7%。\n公司預期將通過多種方法優化經營現金狀況。包括產品組合多元化，從而提高長遠平均售價及規模經濟效應；料電池價格成本未來3年趨下降；提升交付量增加經濟效應；自軟件的收入貢獻增加。而經營開支佔比料會下降。\n是次在港上市集資用途，主要用於拓展產品組合及開發更先進的技術；提升品牌認知度，增加國內外銷售及服務接觸點；擴大產能、升級生產設施和開發生產技術等方面。\n受小鵬香港上市消息刺激，小鵬於美股隔夜收市升4.1%；理想汽車彈7.8%；蔚來亦升3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121051216,"gmtCreate":1624446032735,"gmtModify":1703836899917,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121051216","repostId":"1145825451","repostType":4,"repost":{"id":"1145825451","pubTimestamp":1624433586,"share":"https://ttm.financial/m/news/1145825451?lang=&edition=fundamental","pubTime":"2021-06-23 15:33","market":"us","language":"en","title":"Why I Believe NIO Will Beat Out Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1145825451","media":"InvestorPlace","summary":"The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.Super fans of the latest and greatest high-endTesla, Inc. model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.The go","content":"<blockquote>\n <b>The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.</b>\n</blockquote>\n<p>Super fans of the latest and greatest high-end<b>Tesla, Inc.</b>(NASDAQ:<b>TSLA</b>) model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.</p>\n<p><img src=\"https://static.tigerbbs.com/b294a3604c7ba82bd19b3c70be3a4020\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: nrqemi / Shutterstock.com</p>\n<p>Musk wrote there was… “No need, as Plaid is just so good.”</p>\n<p>The Model S Plaid Plus was supposed to be the fastest, most powerful and priciest version of the company’s Model S. Priced at $149,990, it was to feature a range of 520 miles, thanks to its innovative 4680 battery cells, 1,100 horsepower and the ability to speed from 0 to 60 mph in less than two seconds.</p>\n<p>Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.</p>\n<p>As a way to “sugar coat” its flip flop, Tesla said the Model S Plaid is just as fast as the Model S Plaid Plus and $20,000 cheaper. Humm.</p>\n<p>This “bait and switch” has some Tesla fans worried, since they had deposits on the Model S Plaid Plus and wanted the innovative 4680 battery cells that Tesla had been touting as the key to longer range and more power. Essentially, the 4680 battery cells were the latest great Tesla development, since they were the first batteries to also be a structural component that supposedly allowed Tesla to lower the weight of its vehicles.</p>\n<p>Both the company’s Austin and Berlin manufacturing plants now under construction are supposed to also be making the 4680 batteries for new Tesla vehicles. If there is a problem with the engineering associated with utilizing the 4680 batteries or making them a structural component, then Tesla has grossly miscalculated, which is now worrying investors.</p>\n<p>Clearly something happened to delay the 4680 batteries that were supposed to provide Tesla with a competitive and engineering edge. For Tesla’s sake, I hope they figure out the problems associated with their much hyped 4680 battery cells, otherwise concerns about its two new manufacturing plants will emerge, as well as the stock losing more of its “mojo.”</p>\n<p>As someone who owns more than a few high-performance vehicles, I can tell you that the engineering geeks I know do<i>not</i>want to get a new Model S Plaid instead of a Model S Plaid Plus and will likely ask for their deposits back.</p>\n<p>What Tesla did is like Ferrari or Porsche telling its customers that one of their much-hyped new performance models is now not being sold because the base model was just as good! Car fanatics, like myself, like the latest and greatest engineering tidbits, so we would rather cancel our orders versus settle for a base model.</p>\n<p>The good news for Tesla is that its China sales in May resurged to 21,936, up sharply from 11,671 in April. The company’s sales tend to spike at the end of each quarter. For example, Tesla sold 35,478 vehicles in China in March, which was the strongest month ever in China.</p>\n<p>This is raising expectations for very strong China sales in June, especially now that the Model Y is being manufactured in Shanghai. Interestingly, since most Chinese Teslas are now made with iron phosphate batteries, these vehicles have lower range than its lithium cobalt vehicles, but its iron phosphate vehicles are cheaper and now increasingly being exported to Europe.</p>\n<p>However, I’m convinced another electric vehicle (EV) company will eventually displace Tesla as the biggest manufacturer of EVs in China.</p>\n<p><b>Taking Advantage of the EV Revolution’s Profit Potential</b></p>\n<p>I’m talking about&nbsp;<b>Nio, Inc.</b>(NYSE:<b>NIO</b>). The reality is that this company is on the verge of dominating the EV market in China and Hong Kong. It’s why I put NIO on my<b><i>Platinum Growth Club</i></b>Model Portfolio back in February.</p>\n<p>The company boasts that it is the “next-generation car company,” as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence (AI). NIO currently offers an electric seven-seater SUV (ES8) and a five-seater electric SUV (ES6) and recently introduced an attractive electric sedan (ET7). Its vehicles utilize NOMI, an in-vehicle artificial intelligence assistant.</p>\n<p>The company is also partnering with cutting-edge chip companies like<b>NVIDIA Corporation</b>(NASDAQ:<b>NVDA</b>), another one of my<b><i>Platinum Growth Club</i></b>Model Portfolio stocks. NIO plans to use the NVIDIA DRIVE Orin system-on-a-chip for its electric vehicles that will provide autonomous driving capabilities. The NVIDIA DRIVE Orin-powered supercomputer, which is being called Adam, will be launched in the ET7 sedan in China in 2022. Announcements like this are very positive, so NIO has been stealing some of Tesla’s thunder lately.</p>\n<p>Now, it’s important to note that NIO was bailed out by the Chinese government. Last year, the Chinese government injected $1 billion and now has a 24% ownership in the company. The reality is that China wants to dominate at least five major industries by 2025, and NIO is now its ticket to dominate EV manufacturing.</p>\n<p>With the backing of the Chinese government, some Wall Street firms are eager to help NIO by issuing new debt or equity. So, I wouldn’t be surprised if NIO surpasses Tesla, which is currently number-two in China, for market share in the upcoming years.</p>\n<p>That means, if you missed Tesla’s parabolic run like I did, NIO is essentially giving us a “second chance” to make money in a potentially explosive electric vehicle company.</p>\n<p>Shares of NIO climbed nearly 13% since the company’s June 4 announcement of its May delivery report and positive analyst comments, while Tesla shares rose almost 3%. First, NIO revealed that the global chip shortage is starting to take a toll on its business. NIO only delivered 6,711 vehicles in May, or a 5.5% decline from April’s deliveries. Company management noted that deliveries were “adversely impacted for several days due to the volatility of semiconductor supply and certain logistical adjustments.”</p>\n<p>Interestingly, despite the month-to-month dip, NIO’s deliveries were still up 95.3% year-over-year. Strong demand in China even inspired a Citigroup analyst to upgrade NIO to a buy rating, as he expects demand to accelerate in the coming months.</p>\n<p>In other words, NIO represents the<b>crème de la crème</b>of EV stocks right now.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I Believe NIO Will Beat Out Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I Believe NIO Will Beat Out Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.\n\nSuper fans of the latest and greatest high-endTesla, Inc.(NASDAQ:TSLA) model received some disappointing news a week ...</p>\n\n<a href=\"https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145825451","content_text":"The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.\n\nSuper fans of the latest and greatest high-endTesla, Inc.(NASDAQ:TSLA) model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.\nSource: nrqemi / Shutterstock.com\nMusk wrote there was… “No need, as Plaid is just so good.”\nThe Model S Plaid Plus was supposed to be the fastest, most powerful and priciest version of the company’s Model S. Priced at $149,990, it was to feature a range of 520 miles, thanks to its innovative 4680 battery cells, 1,100 horsepower and the ability to speed from 0 to 60 mph in less than two seconds.\nInstead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.\nAs a way to “sugar coat” its flip flop, Tesla said the Model S Plaid is just as fast as the Model S Plaid Plus and $20,000 cheaper. Humm.\nThis “bait and switch” has some Tesla fans worried, since they had deposits on the Model S Plaid Plus and wanted the innovative 4680 battery cells that Tesla had been touting as the key to longer range and more power. Essentially, the 4680 battery cells were the latest great Tesla development, since they were the first batteries to also be a structural component that supposedly allowed Tesla to lower the weight of its vehicles.\nBoth the company’s Austin and Berlin manufacturing plants now under construction are supposed to also be making the 4680 batteries for new Tesla vehicles. If there is a problem with the engineering associated with utilizing the 4680 batteries or making them a structural component, then Tesla has grossly miscalculated, which is now worrying investors.\nClearly something happened to delay the 4680 batteries that were supposed to provide Tesla with a competitive and engineering edge. For Tesla’s sake, I hope they figure out the problems associated with their much hyped 4680 battery cells, otherwise concerns about its two new manufacturing plants will emerge, as well as the stock losing more of its “mojo.”\nAs someone who owns more than a few high-performance vehicles, I can tell you that the engineering geeks I know donotwant to get a new Model S Plaid instead of a Model S Plaid Plus and will likely ask for their deposits back.\nWhat Tesla did is like Ferrari or Porsche telling its customers that one of their much-hyped new performance models is now not being sold because the base model was just as good! Car fanatics, like myself, like the latest and greatest engineering tidbits, so we would rather cancel our orders versus settle for a base model.\nThe good news for Tesla is that its China sales in May resurged to 21,936, up sharply from 11,671 in April. The company’s sales tend to spike at the end of each quarter. For example, Tesla sold 35,478 vehicles in China in March, which was the strongest month ever in China.\nThis is raising expectations for very strong China sales in June, especially now that the Model Y is being manufactured in Shanghai. Interestingly, since most Chinese Teslas are now made with iron phosphate batteries, these vehicles have lower range than its lithium cobalt vehicles, but its iron phosphate vehicles are cheaper and now increasingly being exported to Europe.\nHowever, I’m convinced another electric vehicle (EV) company will eventually displace Tesla as the biggest manufacturer of EVs in China.\nTaking Advantage of the EV Revolution’s Profit Potential\nI’m talking about Nio, Inc.(NYSE:NIO). The reality is that this company is on the verge of dominating the EV market in China and Hong Kong. It’s why I put NIO on myPlatinum Growth ClubModel Portfolio back in February.\nThe company boasts that it is the “next-generation car company,” as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence (AI). NIO currently offers an electric seven-seater SUV (ES8) and a five-seater electric SUV (ES6) and recently introduced an attractive electric sedan (ET7). Its vehicles utilize NOMI, an in-vehicle artificial intelligence assistant.\nThe company is also partnering with cutting-edge chip companies likeNVIDIA Corporation(NASDAQ:NVDA), another one of myPlatinum Growth ClubModel Portfolio stocks. NIO plans to use the NVIDIA DRIVE Orin system-on-a-chip for its electric vehicles that will provide autonomous driving capabilities. The NVIDIA DRIVE Orin-powered supercomputer, which is being called Adam, will be launched in the ET7 sedan in China in 2022. Announcements like this are very positive, so NIO has been stealing some of Tesla’s thunder lately.\nNow, it’s important to note that NIO was bailed out by the Chinese government. Last year, the Chinese government injected $1 billion and now has a 24% ownership in the company. The reality is that China wants to dominate at least five major industries by 2025, and NIO is now its ticket to dominate EV manufacturing.\nWith the backing of the Chinese government, some Wall Street firms are eager to help NIO by issuing new debt or equity. So, I wouldn’t be surprised if NIO surpasses Tesla, which is currently number-two in China, for market share in the upcoming years.\nThat means, if you missed Tesla’s parabolic run like I did, NIO is essentially giving us a “second chance” to make money in a potentially explosive electric vehicle company.\nShares of NIO climbed nearly 13% since the company’s June 4 announcement of its May delivery report and positive analyst comments, while Tesla shares rose almost 3%. First, NIO revealed that the global chip shortage is starting to take a toll on its business. NIO only delivered 6,711 vehicles in May, or a 5.5% decline from April’s deliveries. Company management noted that deliveries were “adversely impacted for several days due to the volatility of semiconductor supply and certain logistical adjustments.”\nInterestingly, despite the month-to-month dip, NIO’s deliveries were still up 95.3% year-over-year. Strong demand in China even inspired a Citigroup analyst to upgrade NIO to a buy rating, as he expects demand to accelerate in the coming months.\nIn other words, NIO represents thecrème de la crèmeof EV stocks right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120700306,"gmtCreate":1624335463905,"gmtModify":1703833816301,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120700306","repostId":"2145703861","repostType":4,"repost":{"id":"2145703861","pubTimestamp":1624329780,"share":"https://ttm.financial/m/news/2145703861?lang=&edition=fundamental","pubTime":"2021-06-22 10:43","market":"us","language":"en","title":"2 Stocks That Will Be Better Than They Were Before the Pandemic","url":"https://stock-news.laohu8.com/highlight/detail?id=2145703861","media":"Motley Fool","summary":"Disney and Dave & Buster's took steps forward even when the pandemic forced them to take a step back.","content":"<p>Investors are turning their attention to the stocks that will benefit from the reopening of the U.S. economy in the coming months. Some companies will fare better than others, and some will come back stronger than ever.</p>\n<p><b>Walt Disney</b> (NYSE:DIS)&nbsp;and <b>Dave &amp; Buster's Entertainment</b> (NASDAQ:PLAY) are two publicly traded companies that are making sure the future will be better than their pre-pandemic peaks. Let's see why the two players that made the most of the lull in their consumer-facing businesses are positioned to win.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e19f834c25136f3d8aaba845e09de447\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Walt Disney.</span></p>\n<h2>Walt Disney</h2>\n<p>The world's leading entertainment giant wasn't firing on all cylinders during the pandemic. Its theme parks were shuttered, and it wasn't until last week that it had all of its gated attractions worldwide open for the first time since late January of last year. Disney's cruise line has yet to return to the open seas. With movie fans staying away from the corner multiplex during the thick of the pandemic it's only recently that the company behind all six of 2019's highest-grossing films will benefit from fans returning to the local movie house.</p>\n<p>Disney stock has fared relatively well on the strength of Disney+, the premium streaming service that has topped 100 million subscribers in a little more than a year. Its media networks segment also held its ground during the shelter-in-place phase of the pandemic.</p>\n<p>Let's dive into why the laggards in its portfolio will lead the way now. Disney delaying theatrical releases is stocking the pond for the year ahead. On the cruising front, Disney's fleet will grow by 25% when its fifth ship is deployed next summer. The planet's leading theme park operator has had the perfect opportunity to test out new measures that will help monetize its day guests.</p>\n<h2>Dave &amp; Buster's</h2>\n<p>The turnaround at Dave &amp; Buster's is coming along a lot quicker than expected. Dave &amp; Buster's knows that it's coming up against easy year-over-year comparisons, so it's emphasizing its two-year growth rate in its latest financial update.</p>\n<p>Year-over-year revenue soared 66% in its fiscal first quarter ending in early May, but it's a more somber 27% decline from where it was during the same period two years ago. However, with two-year comps improving to a 4% decline in recent weeks Dave &amp; Buster's feels that the current quarter's top-line performance will be roughly in line with where it was in the fiscal second quarter of 2019.</p>\n<p>Dave &amp; Buster's already surprised the market last time out with a quicker-than-expected return to profitability. It has made the most of the pandemic downtime to beef up its business. It has updated its menu, trimming it by a third but still adding nearly two dozen trendy items. It's upgrading its rewards program in the next few months, and that includes offering what it hopes will be collectible nonfungible token (NFT) prizes.</p>\n<p>Disney and Dave &amp; Buster's naturally weren't at their best when the economy and social distancing norms were at their worst. It won't always be that way for these consumer discretionary stocks, and we're already seeing them shake things up.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Stocks That Will Be Better Than They Were Before the Pandemic</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\">\n2 Stocks That Will Be Better Than They Were Before the Pandemic\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 10:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/21/2-stocks-that-will-be-better-than-they-were-before/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors are turning their attention to the stocks that will benefit from the reopening of the U.S. economy in the coming months. Some companies will fare better than others, and some will come back ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/21/2-stocks-that-will-be-better-than-they-were-before/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLAY":"Dave & Buster","DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/06/21/2-stocks-that-will-be-better-than-they-were-before/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145703861","content_text":"Investors are turning their attention to the stocks that will benefit from the reopening of the U.S. economy in the coming months. Some companies will fare better than others, and some will come back stronger than ever.\nWalt Disney (NYSE:DIS) and Dave & Buster's Entertainment (NASDAQ:PLAY) are two publicly traded companies that are making sure the future will be better than their pre-pandemic peaks. Let's see why the two players that made the most of the lull in their consumer-facing businesses are positioned to win.\nImage source: Walt Disney.\nWalt Disney\nThe world's leading entertainment giant wasn't firing on all cylinders during the pandemic. Its theme parks were shuttered, and it wasn't until last week that it had all of its gated attractions worldwide open for the first time since late January of last year. Disney's cruise line has yet to return to the open seas. With movie fans staying away from the corner multiplex during the thick of the pandemic it's only recently that the company behind all six of 2019's highest-grossing films will benefit from fans returning to the local movie house.\nDisney stock has fared relatively well on the strength of Disney+, the premium streaming service that has topped 100 million subscribers in a little more than a year. Its media networks segment also held its ground during the shelter-in-place phase of the pandemic.\nLet's dive into why the laggards in its portfolio will lead the way now. Disney delaying theatrical releases is stocking the pond for the year ahead. On the cruising front, Disney's fleet will grow by 25% when its fifth ship is deployed next summer. The planet's leading theme park operator has had the perfect opportunity to test out new measures that will help monetize its day guests.\nDave & Buster's\nThe turnaround at Dave & Buster's is coming along a lot quicker than expected. Dave & Buster's knows that it's coming up against easy year-over-year comparisons, so it's emphasizing its two-year growth rate in its latest financial update.\nYear-over-year revenue soared 66% in its fiscal first quarter ending in early May, but it's a more somber 27% decline from where it was during the same period two years ago. However, with two-year comps improving to a 4% decline in recent weeks Dave & Buster's feels that the current quarter's top-line performance will be roughly in line with where it was in the fiscal second quarter of 2019.\nDave & Buster's already surprised the market last time out with a quicker-than-expected return to profitability. It has made the most of the pandemic downtime to beef up its business. It has updated its menu, trimming it by a third but still adding nearly two dozen trendy items. It's upgrading its rewards program in the next few months, and that includes offering what it hopes will be collectible nonfungible token (NFT) prizes.\nDisney and Dave & Buster's naturally weren't at their best when the economy and social distancing norms were at their worst. It won't always be that way for these consumer discretionary stocks, and we're already seeing them shake things up.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167936384,"gmtCreate":1624241899348,"gmtModify":1703831332970,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167936384","repostId":"1134750693","repostType":4,"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167931527,"gmtCreate":1624241867069,"gmtModify":1703831331154,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167931527","repostId":"1134750693","repostType":4,"repost":{"id":"1134750693","pubTimestamp":1624234114,"share":"https://ttm.financial/m/news/1134750693?lang=&edition=fundamental","pubTime":"2021-06-21 08:08","market":"us","language":"en","title":"Tech stocks hit a crossroads after the Fed: Sector Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1134750693","media":"seekingalpha","summary":"The Information Technologysector was the only one of the 11 S&P 500that managed a gainthis past week.XLK rose was barely in the green, up 0.8% as tech stocks enjoyed a boost from the concern of higher rates after the Fed had a hawkish tilt.This week, Hewlett Packard Enterprise's three-day HPE Discover event kicks off. The edge-to-cloud conference will include a keynote address by HPE Chief Executive Officer Antonio Neri, a HPE investor relations session, updates from Hewlett Packard Labs and dis","content":"<ul>\n <li>The Information Technology(NYSEARCA:XLK)sector was the only one of the 11 S&amp;P 500(SP500)(NYSEARCA:SPY)that managed a gainthis past week.</li>\n <li>XLK rose was barely in the green, up 0.8% as tech stocks enjoyed a boost from the concern of higher rates after the Fed had a hawkish tilt.</li>\n <li>This week, Hewlett Packard Enterprise's(NYSE:HPE)&nbsp;three-day HPE Discover event kicks off. The edge-to-cloud conference will include a keynote address by HPE Chief Executive Officer Antonio Neri, a HPE investor relations session, updates from Hewlett Packard Labs and discussions with company leaders in software, computer engineering, AI and more, according toSeeking Alpha's Catalyst Watch.</li>\n <li>The tech sector looks like it may be coming to a crossroads, with funds still selling, but just now becoming an opportunistic place to put cash after the Federal Reserve hit longer-term bonds.</li>\n <li>\"We always say, 'never be materially underweight Tech', and the last month shows why,\" DataTrek Research says.</li>\n <li>\"Yes, the S&amp;P 500 is up 1.4 percent over the last 30 days. But the fact that there’s a positive sign on that return is entirely due to Technology. It is up 6.2 pct in the last month, responsible for +1.6 points of positive performance. Google(NASDAQ:GOOG)(NASDAQ:GOOGL)&nbsp;and Facebook(NASDAQ:FB), 6 percent of the S&amp;P on their own, are also both up 6 percent over the last month.\"</li>\n <li>That would include Communications Services(NYSEARCA:XLC)&nbsp;a third of the Big Six megacaps.</li>\n <li>But the recent analysis of fund flows shows that cash is still moving away from tech.</li>\n <li>It was the sixth-consecutive week of technology redemptions, with $4.4B coming out of those stocks, BofA Data Analytics said.</li>\n <li>The question is whether tech reverses that trend as rates fall and investors look at it as the new defensive area again.</li>\n <li>The latest data shows thatoverall interest in investing is ebbing back to pre-pandemic levels.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/2be49b90044f1362bc5a88af964d76f1\" tg-width=\"551\" tg-height=\"441\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tech stocks hit a crossroads after the Fed: Sector Watch</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\">\nTech stocks hit a crossroads after the Fed: Sector Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 08:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3707954-tech-stocks-hit-a-crossroads><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Information Technology(NYSEARCA:XLK)sector was the only one of the 11 S&P 500(SP500)(NYSEARCA:SPY)that managed a gainthis past week.\nXLK rose was barely in the green, up 0.8% as tech stocks ...</p>\n\n<a href=\"https://seekingalpha.com/news/3707954-tech-stocks-hit-a-crossroads\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌",".IXIC":"NASDAQ Composite","XLK":"高科技指数ETF-SPDR"},"source_url":"https://seekingalpha.com/news/3707954-tech-stocks-hit-a-crossroads","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1134750693","content_text":"The Information Technology(NYSEARCA:XLK)sector was the only one of the 11 S&P 500(SP500)(NYSEARCA:SPY)that managed a gainthis past week.\nXLK rose was barely in the green, up 0.8% as tech stocks enjoyed a boost from the concern of higher rates after the Fed had a hawkish tilt.\nThis week, Hewlett Packard Enterprise's(NYSE:HPE) three-day HPE Discover event kicks off. The edge-to-cloud conference will include a keynote address by HPE Chief Executive Officer Antonio Neri, a HPE investor relations session, updates from Hewlett Packard Labs and discussions with company leaders in software, computer engineering, AI and more, according toSeeking Alpha's Catalyst Watch.\nThe tech sector looks like it may be coming to a crossroads, with funds still selling, but just now becoming an opportunistic place to put cash after the Federal Reserve hit longer-term bonds.\n\"We always say, 'never be materially underweight Tech', and the last month shows why,\" DataTrek Research says.\n\"Yes, the S&P 500 is up 1.4 percent over the last 30 days. But the fact that there’s a positive sign on that return is entirely due to Technology. It is up 6.2 pct in the last month, responsible for +1.6 points of positive performance. Google(NASDAQ:GOOG)(NASDAQ:GOOGL) and Facebook(NASDAQ:FB), 6 percent of the S&P on their own, are also both up 6 percent over the last month.\"\nThat would include Communications Services(NYSEARCA:XLC) a third of the Big Six megacaps.\nBut the recent analysis of fund flows shows that cash is still moving away from tech.\nIt was the sixth-consecutive week of technology redemptions, with $4.4B coming out of those stocks, BofA Data Analytics said.\nThe question is whether tech reverses that trend as rates fall and investors look at it as the new defensive area again.\nThe latest data shows thatoverall interest in investing is ebbing back to pre-pandemic levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162321335,"gmtCreate":1624035410027,"gmtModify":1703827385979,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162321335","repostId":"1192473918","repostType":4,"repost":{"id":"1192473918","pubTimestamp":1624029343,"share":"https://ttm.financial/m/news/1192473918?lang=&edition=fundamental","pubTime":"2021-06-18 23:15","market":"us","language":"en","title":"PLTR Stock: The Palantir-FAA Deal News Should Have Investors Smiling Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1192473918","media":"investorplace","summary":"Palantir Technologies(NYSE:PLTR) stock is on the move Friday following news of a deal with the Feder","content":"<p><b>Palantir Technologies</b>(NYSE:<b><u>PLTR</u></b>) stock is on the move Friday following news of a deal with the Federal Aviation Administration (FAA).</p>\n<p>The goal of this deal is toassist the FAA in modernizing its ” objectives for aviation safety.”This will have Palantir Technologies providing the agency with a data analyzing tool to help with that effort.</p>\n<p>According to a news release, this will have Palantir Technologies monitoring various safety aspects for the FAA. That includes reintegrating the 737 MAX fleet back into service after it was suspended due to fatal crashes.</p>\n<p>Palantir Technologies’ deal with the FAA is set to last for one year. However, there’s also the option to extend it by up to two years. The agreement has a maximum value of $18.4 million.</p>\n<p>Akash Jain, president of Palantir USG, said the following about the agreement with the FAA that should have PLTR stock gaining today.</p>\n<blockquote>\n “We are proud to be partnering with the Federal Aviation Administration to support their critical safety mission.”\n</blockquote>\n<p>The fact that PLTR stock is actually moving lower today despite this news is strange. The company’s shares did start off rising in early morning trading, but quickly fell back down to yesterday’s close before dipping even lower.</p>\n<p>It’s also worth noting that trading volume isn’t taking off on news of the FAA deal, either. As of this writing, more than 20 million shares of PLTR stock had changed hands. That’s still well below the company’s daily average trading volume of 57.8 million shares.</p>\n<p>PLTR stock was down 1.1% as of Friday morning.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PLTR Stock: The Palantir-FAA Deal News Should Have Investors Smiling Today</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\">\nPLTR Stock: The Palantir-FAA Deal News Should Have Investors Smiling Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/pltr-stock-the-palantir-faa-deal-news-should-have-investors-smiling-today/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies(NYSE:PLTR) stock is on the move Friday following news of a deal with the Federal Aviation Administration (FAA).\nThe goal of this deal is toassist the FAA in modernizing its ” ...</p>\n\n<a href=\"https://investorplace.com/2021/06/pltr-stock-the-palantir-faa-deal-news-should-have-investors-smiling-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2021/06/pltr-stock-the-palantir-faa-deal-news-should-have-investors-smiling-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192473918","content_text":"Palantir Technologies(NYSE:PLTR) stock is on the move Friday following news of a deal with the Federal Aviation Administration (FAA).\nThe goal of this deal is toassist the FAA in modernizing its ” objectives for aviation safety.”This will have Palantir Technologies providing the agency with a data analyzing tool to help with that effort.\nAccording to a news release, this will have Palantir Technologies monitoring various safety aspects for the FAA. That includes reintegrating the 737 MAX fleet back into service after it was suspended due to fatal crashes.\nPalantir Technologies’ deal with the FAA is set to last for one year. However, there’s also the option to extend it by up to two years. The agreement has a maximum value of $18.4 million.\nAkash Jain, president of Palantir USG, said the following about the agreement with the FAA that should have PLTR stock gaining today.\n\n “We are proud to be partnering with the Federal Aviation Administration to support their critical safety mission.”\n\nThe fact that PLTR stock is actually moving lower today despite this news is strange. The company’s shares did start off rising in early morning trading, but quickly fell back down to yesterday’s close before dipping even lower.\nIt’s also worth noting that trading volume isn’t taking off on news of the FAA deal, either. As of this writing, more than 20 million shares of PLTR stock had changed hands. That’s still well below the company’s daily average trading volume of 57.8 million shares.\nPLTR stock was down 1.1% as of Friday morning.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166274104,"gmtCreate":1624014965408,"gmtModify":1703826589438,"author":{"id":"3559191337747708","authorId":"3559191337747708","authorIdStr":"3559191337747708","name":"William79","avatar":"https://static.tigerbbs.com/b257dcecbcd1c1cdcc7fe607a90d383f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559191337747708"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166274104","repostId":"1148576248","repostType":4,"repost":{"id":"1148576248","pubTimestamp":1623979883,"share":"https://ttm.financial/m/news/1148576248?lang=&edition=fundamental","pubTime":"2021-06-18 09:31","market":"us","language":"en","title":"NIO Is Winning","url":"https://stock-news.laohu8.com/highlight/detail?id=1148576248","media":"seekingalpha","summary":"NIO is #1 in China's electric SUV market for good reason.The company's success is driven by its brilliant innovations and marketing strategy.NIO is growing faster than Tesla, and yet, it is trading at a discount.NIO Inc.  stands out for its strong market position- #1 market share in electric SUV in China- and innovation in the rapidly growing and highly competitive electric vehicle industry. This article will discuss why NIO is winning against some stiff competition, including against Tesla .In ","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is #1 in China's electric SUV market for good reason.</li>\n <li>The company's success is driven by its brilliant innovations and marketing strategy.</li>\n <li>NIO is growing faster than Tesla, and yet, it is trading at a discount.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/790fae23b830463fec748d2deb2ce336\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>PonyWang/E+ via Getty Images</span></p>\n<p>NIO Inc. (NYSE:NIO) stands out for its strong market position- #1 market share in electric SUV in China- and innovation in the rapidly growing and highly competitive electric vehicle industry. This article will discuss why NIO is winning against some stiff competition, including against Tesla (TSLA).</p>\n<p>In addition, we will discuss NIO's business, financials, trading, valuation, and risks so readers could reach their own informed decision.</p>\n<p><b>Business: Why NIO Wins</b></p>\n<p>NIO positions itself in the premium SUV segment, focusing on smart EVs with a differentiated battery strategy.</p>\n<p>Delivered in March 2019, the company's first model, the ES8, is a luxury 7-seater SUV that is still the company's flagship product today. The ES8 is equipped with ADAS and AI system [NOMI] and is comparable to the BYD Song, Tesla Model X, the Audi Q7 45 e-Tron, etc.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/443e2773f70c00c6faac8ca063e978a5\" tg-width=\"640\" tg-height=\"387\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p>\n<p>Leveraging the installed base and customer goodwill due to the highly successful ES8, NIO successfully launched the ES6 and EC6.Recently, the company launched the ET7, its first sedan.</p>\n<p>Today, NIO is the top-selling brand in China's all-electric SUV market in April with a 23% market share, higher than Tesla's 17%, WM Motor and XPeng Motors'(NYSE:XPEV)7%, according to China Automotive Technology and Research Center data.</p>\n<p>One of the biggest competitive differentiators is NIO'sbattery strategy, which all but eliminates range anxiety, one of the biggest barriers to mass EV adoption. Not only could NIO cars be charged at any charging station for EVs, but the company also built hundreds of battery swapping stations in key cities in China, with plans to expanding to Europe.</p>\n<p>NIO's battery swapping strategy also gives the company the ability to offer a battery-as-a-service [BaaS] solution, which reduces the upfrontcostof purchasing an NIO vehicle by ~$11,000. Since cost is another major barrier to mass EV adoption, NIO's battery strategy appears brilliant as it solves both the range and cost problems.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b25fbb85bffd39310cd27cbb2bde57a\" tg-width=\"640\" tg-height=\"216\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p>\n<p>Another differentiator is the NIO brand, which management created brilliantly by introducing the EP9 in 2016. Six EP9s have been sold to NIO investors for 2.5 million pounds, creating an aura of exclusivity and quality around the brand. Next, NIO targeted the mass-market luxury SUV segment with the ES8, firmly establishing the company as a luxury car OEM.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad41c960ce02f1e3f3e7575ac00beee0\" tg-width=\"640\" tg-height=\"350\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p>\n<p>Chinese companies must struggle against the common perception that they make low-quality products. This is the same perception issue that Japanese companies faced following their defeat after WW2. Japan solved this problem by moving up the value chain as their economy matured and creating high-quality brands such as Sony(NYSE:SONY). Today, Japan is known for its craftsmanship.</p>\n<p>China is following the same trajectory, and NIO is one of the emerging brands destroying the perception that \"made in China\" equates to poor quality. I strongly believe that investors who stubbornly hold on to that old perception will miss out on investing in some of the greatest brands the world will ever see.</p>\n<p>Buying an NIO car means much more than just getting a vehicle; it means getting into an exclusive club of services and convenience. Benefits include access to hundreds of swapping stations, lifetime free roadside rescue (including charge vans), lifetime free cellular connectivity, lifetime free warranty, and excellent customer service. This is a powerful selling point for NIO, differentiating it from Tesla, which hasrecentlydeveloped a poor reputation on the customer service front in China.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a73482aa0431694b760ab5c2d0aa6f53\" tg-width=\"640\" tg-height=\"211\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p>\n<p>The company is pushing the envelope even further with&nbsp;NIO House, a literal clubhouse for customers, and&nbsp;NIO Life, which includes NIO branded lifestyle products. NIO's effort to build a lifestyle around its cars seems to be&nbsp;working. This is good news for investors because the only way to escape the competitive battlefield of automobile OEM is to sell services and lifestyles to customers. This is why Ferrari's (RACE) operating margin is well over 20%, while Ford (F) and General Motors (GM) are in the single digits.</p>\n<p><b>Financials &amp; Valuation</b></p>\n<p>NIO is in hyper-growth mode. In 2020, the company generated $2.5 billion in revenue, up 126% y/y. In 2021, the company is expected to grow 117% y/y to $5.4 billion.</p>\n<p>The company is not yet profitable but is expected to be by 2022. Gross margin only turned positive in 2020 and is expected to be 19.3% in 2021. EBITDA is expected to be negative $258 million in 2021 and a positive $206 million in 2022. Free cash flow is expected to be negative $42 million in 2021 before turning to a positive $354 million in 2022.</p>\n<p>However, despite the cash burn expected in 2021, investors should feel at ease since the company exited&nbsp;2020&nbsp;with $5.9 billion of cash and cash equivalents. Including $600 million in short-term investments and subtracting ~$2.1 billion in debt and operating leases and the expected negative free cash flow in 2021, NIO should exit 2021 with over $4 billion in net cash and investments. That is plenty of buffers since NIO is expected to generate positive free cash flow in 2022.</p>\n<p>Since NIO is not yet profitable, we will look at the forward EV/Sales multiple as is typical for hyper-growth companies not yet generating a profit. The company went public in September 2018, trading at around 7 to 8 times EV/Sales, before bottoming out at around 0.7 times sales in May 2019. The market, however, caught the EV fever in April 2020 and sent NIO's valuation soaring to a peak of 14.6x by January 2021. After the growth sell-off we recently experienced, NIO is currently sitting at a much more reasonable 8 times forward sales. This is a significant discount to TSLA's 10.2 times forward EV/Sales despite growing twice as fast (TSLA is expected to grow revenues by 57% in 2021 compared to NIO's 117%).</p>\n<p><b>Risks</b></p>\n<p>There are many risks associated with owning NIO.</p>\n<p>Although its battery swapping strategy is highly differentiated and seems to be growing rapidly, the jury is still out on the ultimate market share of battery swapping or fast-charging infrastructure. If fast charging technology continues to advance significantly, it will likely erode a key advantage of battery swapping: speed.</p>\n<p>NIO's business model is innovative and new. Unfortunately, the flip side of that is that it is untested, and NIO remains unprofitable. For many investors, NIO will remain a \"show me\" story until the profitability of its business model improves.</p>\n<p>NIO's ability to expand globally may be limited by the rising geopolitical tension between China and the US, and to a lesser extent, with Japan and Europe. The geopolitical situation remains highly opaque and uncertain, and is a risk factor for all auto OEMs.</p>\n<p>Auto OEMs are currently facing a severe chip&nbsp;shortage. In addition, the chip density in automobiles is increasing, making the OEMs increasingly reliant on semiconductor suppliers and foundries.</p>\n<p>NIO's competitive advantages may not overcome the massive scale advantage of ICE OEMs and much bigger EV players like Tesla and China's BYD.</p>\n<p><b>Takeaway</b></p>\n<p>NIO's technical and business model innovations make it a highly differentiated company in the exciting and rapidly growing EV market. The company is winning, and its competitive moat is getting bigger as its ecosystem of vehicles and services grows. Relative to the industry leader, Tesla, NIO's stock price seems like a bargain given its faster growth rate and lower multiples.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Is Winning</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Is Winning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435341-nio-is-winning><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is #1 in China's electric SUV market for good reason.\nThe company's success is driven by its brilliant innovations and marketing strategy.\nNIO is growing faster than Tesla, and yet, it is...</p>\n\n<a href=\"https://seekingalpha.com/article/4435341-nio-is-winning\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4435341-nio-is-winning","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148576248","content_text":"Summary\n\nNIO is #1 in China's electric SUV market for good reason.\nThe company's success is driven by its brilliant innovations and marketing strategy.\nNIO is growing faster than Tesla, and yet, it is trading at a discount.\n\nPonyWang/E+ via Getty Images\nNIO Inc. (NYSE:NIO) stands out for its strong market position- #1 market share in electric SUV in China- and innovation in the rapidly growing and highly competitive electric vehicle industry. This article will discuss why NIO is winning against some stiff competition, including against Tesla (TSLA).\nIn addition, we will discuss NIO's business, financials, trading, valuation, and risks so readers could reach their own informed decision.\nBusiness: Why NIO Wins\nNIO positions itself in the premium SUV segment, focusing on smart EVs with a differentiated battery strategy.\nDelivered in March 2019, the company's first model, the ES8, is a luxury 7-seater SUV that is still the company's flagship product today. The ES8 is equipped with ADAS and AI system [NOMI] and is comparable to the BYD Song, Tesla Model X, the Audi Q7 45 e-Tron, etc.\nSource: Company\nLeveraging the installed base and customer goodwill due to the highly successful ES8, NIO successfully launched the ES6 and EC6.Recently, the company launched the ET7, its first sedan.\nToday, NIO is the top-selling brand in China's all-electric SUV market in April with a 23% market share, higher than Tesla's 17%, WM Motor and XPeng Motors'(NYSE:XPEV)7%, according to China Automotive Technology and Research Center data.\nOne of the biggest competitive differentiators is NIO'sbattery strategy, which all but eliminates range anxiety, one of the biggest barriers to mass EV adoption. Not only could NIO cars be charged at any charging station for EVs, but the company also built hundreds of battery swapping stations in key cities in China, with plans to expanding to Europe.\nNIO's battery swapping strategy also gives the company the ability to offer a battery-as-a-service [BaaS] solution, which reduces the upfrontcostof purchasing an NIO vehicle by ~$11,000. Since cost is another major barrier to mass EV adoption, NIO's battery strategy appears brilliant as it solves both the range and cost problems.\nSource: Company\nAnother differentiator is the NIO brand, which management created brilliantly by introducing the EP9 in 2016. Six EP9s have been sold to NIO investors for 2.5 million pounds, creating an aura of exclusivity and quality around the brand. Next, NIO targeted the mass-market luxury SUV segment with the ES8, firmly establishing the company as a luxury car OEM.\nSource: Company\nChinese companies must struggle against the common perception that they make low-quality products. This is the same perception issue that Japanese companies faced following their defeat after WW2. Japan solved this problem by moving up the value chain as their economy matured and creating high-quality brands such as Sony(NYSE:SONY). Today, Japan is known for its craftsmanship.\nChina is following the same trajectory, and NIO is one of the emerging brands destroying the perception that \"made in China\" equates to poor quality. I strongly believe that investors who stubbornly hold on to that old perception will miss out on investing in some of the greatest brands the world will ever see.\nBuying an NIO car means much more than just getting a vehicle; it means getting into an exclusive club of services and convenience. Benefits include access to hundreds of swapping stations, lifetime free roadside rescue (including charge vans), lifetime free cellular connectivity, lifetime free warranty, and excellent customer service. This is a powerful selling point for NIO, differentiating it from Tesla, which hasrecentlydeveloped a poor reputation on the customer service front in China.\nSource: Company\nThe company is pushing the envelope even further with NIO House, a literal clubhouse for customers, and NIO Life, which includes NIO branded lifestyle products. NIO's effort to build a lifestyle around its cars seems to be working. This is good news for investors because the only way to escape the competitive battlefield of automobile OEM is to sell services and lifestyles to customers. This is why Ferrari's (RACE) operating margin is well over 20%, while Ford (F) and General Motors (GM) are in the single digits.\nFinancials & Valuation\nNIO is in hyper-growth mode. In 2020, the company generated $2.5 billion in revenue, up 126% y/y. In 2021, the company is expected to grow 117% y/y to $5.4 billion.\nThe company is not yet profitable but is expected to be by 2022. Gross margin only turned positive in 2020 and is expected to be 19.3% in 2021. EBITDA is expected to be negative $258 million in 2021 and a positive $206 million in 2022. Free cash flow is expected to be negative $42 million in 2021 before turning to a positive $354 million in 2022.\nHowever, despite the cash burn expected in 2021, investors should feel at ease since the company exited 2020 with $5.9 billion of cash and cash equivalents. Including $600 million in short-term investments and subtracting ~$2.1 billion in debt and operating leases and the expected negative free cash flow in 2021, NIO should exit 2021 with over $4 billion in net cash and investments. That is plenty of buffers since NIO is expected to generate positive free cash flow in 2022.\nSince NIO is not yet profitable, we will look at the forward EV/Sales multiple as is typical for hyper-growth companies not yet generating a profit. The company went public in September 2018, trading at around 7 to 8 times EV/Sales, before bottoming out at around 0.7 times sales in May 2019. The market, however, caught the EV fever in April 2020 and sent NIO's valuation soaring to a peak of 14.6x by January 2021. After the growth sell-off we recently experienced, NIO is currently sitting at a much more reasonable 8 times forward sales. This is a significant discount to TSLA's 10.2 times forward EV/Sales despite growing twice as fast (TSLA is expected to grow revenues by 57% in 2021 compared to NIO's 117%).\nRisks\nThere are many risks associated with owning NIO.\nAlthough its battery swapping strategy is highly differentiated and seems to be growing rapidly, the jury is still out on the ultimate market share of battery swapping or fast-charging infrastructure. If fast charging technology continues to advance significantly, it will likely erode a key advantage of battery swapping: speed.\nNIO's business model is innovative and new. Unfortunately, the flip side of that is that it is untested, and NIO remains unprofitable. For many investors, NIO will remain a \"show me\" story until the profitability of its business model improves.\nNIO's ability to expand globally may be limited by the rising geopolitical tension between China and the US, and to a lesser extent, with Japan and Europe. The geopolitical situation remains highly opaque and uncertain, and is a risk factor for all auto OEMs.\nAuto OEMs are currently facing a severe chip shortage. In addition, the chip density in automobiles is increasing, making the OEMs increasingly reliant on semiconductor suppliers and foundries.\nNIO's competitive advantages may not overcome the massive scale advantage of ICE OEMs and much bigger EV players like Tesla and China's BYD.\nTakeaway\nNIO's technical and business model innovations make it a highly differentiated company in the exciting and rapidly growing EV market. The company is winning, and its competitive moat is getting bigger as its ecosystem of vehicles and services grows. Relative to the industry leader, Tesla, NIO's stock price seems like a bargain given its faster growth rate and lower multiples.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}