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02-27

No. Once warren is not there the company will bot be as good

11-12

$Tesla Motors(TSLA)$ Gonna be hard to hit $400. Too competitive,. TSLA not the same beast it once was

11-12

Interesting Tosee Trump 2.0

02-27

Lol

Investors Flee Tumbling EV Upstarts Once Hailed as "Next Tesla"

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Too competitive,. TSLA not the same beast it once was","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Gonna be hard to hit $400. Too competitive,. TSLA not the same beast it once was","text":"$Tesla Motors(TSLA)$ Gonna be hard to hit $400. Too competitive,. TSLA not the same beast it once was","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369976418500768","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369976248742048,"gmtCreate":1731348652427,"gmtModify":1731348723941,"author":{"id":"3564979059348812","authorId":"3564979059348812","name":"Spraynpray","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564979059348812","authorIdStr":"3564979059348812"},"themes":[],"htmlText":"Interesting Tosee Trump 2.0","listText":"Interesting Tosee Trump 2.0","text":"Interesting Tosee Trump 2.0","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369976248742048","isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278337346465824,"gmtCreate":1708981079729,"gmtModify":1708983994805,"author":{"id":"3564979059348812","authorId":"3564979059348812","name":"Spraynpray","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564979059348812","authorIdStr":"3564979059348812"},"themes":[],"htmlText":"No. Once warren is not there the company will bot be as good","listText":"No. Once warren is not there the company will bot be as good","text":"No. Once warren is not there the company will bot be as good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278337346465824","isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278336470540448,"gmtCreate":1708981011397,"gmtModify":1708983999888,"author":{"id":"3564979059348812","authorId":"3564979059348812","name":"Spraynpray","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564979059348812","authorIdStr":"3564979059348812"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278336470540448","repostId":"2414883037","repostType":2,"repost":{"id":"2414883037","pubTimestamp":1708937100,"share":"https://ttm.financial/m/news/2414883037?lang=&edition=fundamental","pubTime":"2024-02-26 16:45","market":"us","language":"en","title":"Investors Flee Tumbling EV Upstarts Once Hailed as \"Next Tesla\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2414883037","media":"Bloomberg","summary":"There was a time when the backing of some of the world’s deepest pockets and the mere ambition to sell electric cars was enough to inspire confidence in the stocks of upstarts Rivian Automotive Inc. a","content":"<html><head></head><body><ul style=\"\"><li><p>Rivian, Lucid shares tumble after firms’ bleak 2024 EV outlook</p></li><li><p>Backing from Amazon, Saudi wealth fund is ‘cushion’ for shares</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66aac9fab0527ab1edcb8430568200b2\" alt=\"The central touchscreen inside the Rivian R1T electric vehicle.\" title=\"The central touchscreen inside the Rivian R1T electric vehicle.\" tg-width=\"2000\" tg-height=\"1334\"/><span>The central touchscreen inside the Rivian R1T electric vehicle.</span></p><p style=\"text-align: start;\">There was a time when the backing of some of the world’s deepest pockets and the mere ambition to sell electric cars was enough to inspire confidence in the stocks of upstarts Rivian Automotive Inc. and Lucid Group Inc. Now investors have all but thrown in the towel on the shares.</p><p style=\"text-align: start;\">All it took was a fresh dose of reality from the two companies this week around cooling demand for EVs. Rivian, which makes electric pickups, SUVs and delivery vans and counts Amazon.com Inc. as its top shareholder, said its production will stay flat at last year’s levels. It also announced plans to shrink its workforce again. Lucid, majority-owned by Saudi Arabia’s sovereign wealth fund, projected only a slight increase in output over 2023. Both forecasts fell far short of analysts’ expectations.</p><p>For investors, the sense of gloom has been building since October, when Tesla Inc. warned of sagging interest in EVs. Though shares of the EV giant have fared poorly since then, losing around 20% and massively underperforming the broader market, the impact on smaller rivals like Rivian and Lucid has been nothing short of disastrous.</p><p>“If you are a hyper-growth company in what is seen as a disruptive industry and you are not growing your topline, you are in trouble,” said David Mazza, chief strategy officer at Roundhill Investments. “Having an anchor investor like Amazon or the Saudis gives them a longer runway from a capital perspective, but their growth will still be slower and margins thinner than what was once expected.”</p><p>Shares of Irvine, California-based Rivian are down by about 44% since Tesla’s October warning — the first in a series of grim outlooks from global EV-makers and suppliers — and closed Friday at a record low. Newark, California-based Lucid has dropped some 33% in the same period, and isn’t far above its own nadir.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2136269c08d1862d94443b9fc1a7234a\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">Still, had it not been for their wealthy backers — Amazon has a 17% stake in Rivian, and Saudi Arabia’s Public Investment Fund holds roughly 60% of Lucid, data compiled by Bloomberg show — the stocks could be looking far uglier.</p><p style=\"text-align: start;\">“The presence of these names is a comfort to investors and a cushion to the price,” Mazza said. “If these stocks were just relying on the EV hype, then they will be down much worse.”</p><p style=\"text-align: start;\">Amazon in an emailed statement said that the recent results from Rivian don’t change anything about the e-commerce company’s “existing investment, collaboration, or order size and timing.” Rivian has a deal with Amazon to sell it 100,000 electric delivery vans by 2030.</p><p style=\"text-align: start;\">Saudi Arabia’s PIF didn’t respond to an email seeking comment outside of the fund’s regular business hours on Friday.</p><h3 id=\"id_227362097\" style=\"text-align: start;\">‘Alarm Bells’</h3><p style=\"text-align: start;\">Overall, the biggest concern is that these cash-burning, unprofitable companies will struggle to sell cars at a time when even industry-leader Tesla — by far the biggest seller in the US market — is cutting prices to boost demand. And while Tesla’s profits and large-scale production allow it to compete by lowering prices, Rivian and Lucid have neither of those advantages.</p><p>“For these car manufacturers, investors want to see demand,” said David Wagner, portfolio manager at Aptus Capital Advisors. Rivian’s latest results suggest it will take several quarters to emerge from its production stoppage with a leaner cost structure and a redesigned platform, he said.</p><p style=\"text-align: start;\">“In the meantime, I think skeptics will be scrutinizing the cash balance and ringing alarm bells,” Wagner said. “So if there is no multiple expansion and no growth — what else is the stock supposed to do?”</p><p style=\"text-align: start;\">Both Rivian and Lucid are now worth a fraction of the prices they fetched at their public-market debuts in 2021. Rivian’s market value is around $9.6 billion, and Lucid’s is about $6.9 billion. That’s a long way down from their $153 billion and $91 billion valuation peaks, respectively, in 2021.</p><p style=\"text-align: start;\">Wall Street analysts are losing confidence as well. Analysts’ average 12-month price targets for Rivian and Lucid fell nearly 20% just this week. Meanwhile, the outlook for EVs broadly just keeps getting worse.</p><p style=\"text-align: start;\">Global sales of EVs are estimated to grow 20% this year, to about 16.7 million units, according to BloombergNEF’s most recent analysis. That’s a marked cooling from the 33% jump seen in 2023.</p><p>“Trying to be the ‘next Tesla’ is turning out to be an expensive strategy,” Morgan Stanley analyst Adam Jonas wrote in a note Friday. “As EV startups turn into restructuring stories, whoever finds a sponsor has the best chance.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investors Flee Tumbling EV Upstarts Once Hailed as \"Next 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\">\nInvestors Flee Tumbling EV Upstarts Once Hailed as \"Next Tesla\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-26 16:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-02-24/investors-flee-tumbling-ev-upstarts-once-hailed-as-next-tesla?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rivian, Lucid shares tumble after firms’ bleak 2024 EV outlookBacking from Amazon, Saudi wealth fund is ‘cushion’ for sharesThe central touchscreen inside the Rivian R1T electric vehicle.There was a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-02-24/investors-flee-tumbling-ev-upstarts-once-hailed-as-next-tesla?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0079474960.USD":"联博美国增长基金A","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","RIVN":"Rivian Automotive, Inc.","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4534":"瑞士信贷持仓","BK4555":"新能源车","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4535":"淡马锡持仓","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4559":"巴菲特持仓","BK4538":"云计算","BK4550":"红杉资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4551":"寇图资本持仓","LU0971096721.USD":"富达环球金融服务 A","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LCID":"Lucid Group Inc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD"},"source_url":"https://www.bloomberg.com/news/articles/2024-02-24/investors-flee-tumbling-ev-upstarts-once-hailed-as-next-tesla?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2414883037","content_text":"Rivian, Lucid shares tumble after firms’ bleak 2024 EV outlookBacking from Amazon, Saudi wealth fund is ‘cushion’ for sharesThe central touchscreen inside the Rivian R1T electric vehicle.There was a time when the backing of some of the world’s deepest pockets and the mere ambition to sell electric cars was enough to inspire confidence in the stocks of upstarts Rivian Automotive Inc. and Lucid Group Inc. Now investors have all but thrown in the towel on the shares.All it took was a fresh dose of reality from the two companies this week around cooling demand for EVs. Rivian, which makes electric pickups, SUVs and delivery vans and counts Amazon.com Inc. as its top shareholder, said its production will stay flat at last year’s levels. It also announced plans to shrink its workforce again. Lucid, majority-owned by Saudi Arabia’s sovereign wealth fund, projected only a slight increase in output over 2023. Both forecasts fell far short of analysts’ expectations.For investors, the sense of gloom has been building since October, when Tesla Inc. warned of sagging interest in EVs. Though shares of the EV giant have fared poorly since then, losing around 20% and massively underperforming the broader market, the impact on smaller rivals like Rivian and Lucid has been nothing short of disastrous.“If you are a hyper-growth company in what is seen as a disruptive industry and you are not growing your topline, you are in trouble,” said David Mazza, chief strategy officer at Roundhill Investments. “Having an anchor investor like Amazon or the Saudis gives them a longer runway from a capital perspective, but their growth will still be slower and margins thinner than what was once expected.”Shares of Irvine, California-based Rivian are down by about 44% since Tesla’s October warning — the first in a series of grim outlooks from global EV-makers and suppliers — and closed Friday at a record low. Newark, California-based Lucid has dropped some 33% in the same period, and isn’t far above its own nadir.Still, had it not been for their wealthy backers — Amazon has a 17% stake in Rivian, and Saudi Arabia’s Public Investment Fund holds roughly 60% of Lucid, data compiled by Bloomberg show — the stocks could be looking far uglier.“The presence of these names is a comfort to investors and a cushion to the price,” Mazza said. “If these stocks were just relying on the EV hype, then they will be down much worse.”Amazon in an emailed statement said that the recent results from Rivian don’t change anything about the e-commerce company’s “existing investment, collaboration, or order size and timing.” Rivian has a deal with Amazon to sell it 100,000 electric delivery vans by 2030.Saudi Arabia’s PIF didn’t respond to an email seeking comment outside of the fund’s regular business hours on Friday.‘Alarm Bells’Overall, the biggest concern is that these cash-burning, unprofitable companies will struggle to sell cars at a time when even industry-leader Tesla — by far the biggest seller in the US market — is cutting prices to boost demand. And while Tesla’s profits and large-scale production allow it to compete by lowering prices, Rivian and Lucid have neither of those advantages.“For these car manufacturers, investors want to see demand,” said David Wagner, portfolio manager at Aptus Capital Advisors. Rivian’s latest results suggest it will take several quarters to emerge from its production stoppage with a leaner cost structure and a redesigned platform, he said.“In the meantime, I think skeptics will be scrutinizing the cash balance and ringing alarm bells,” Wagner said. “So if there is no multiple expansion and no growth — what else is the stock supposed to do?”Both Rivian and Lucid are now worth a fraction of the prices they fetched at their public-market debuts in 2021. Rivian’s market value is around $9.6 billion, and Lucid’s is about $6.9 billion. That’s a long way down from their $153 billion and $91 billion valuation peaks, respectively, in 2021.Wall Street analysts are losing confidence as well. Analysts’ average 12-month price targets for Rivian and Lucid fell nearly 20% just this week. Meanwhile, the outlook for EVs broadly just keeps getting worse.Global sales of EVs are estimated to grow 20% this year, to about 16.7 million units, according to BloombergNEF’s most recent analysis. That’s a marked cooling from the 33% jump seen in 2023.“Trying to be the ‘next Tesla’ is turning out to be an expensive strategy,” Morgan Stanley analyst Adam Jonas wrote in a note Friday. “As EV startups turn into restructuring stories, whoever finds a sponsor has the best chance.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":278337346465824,"gmtCreate":1708981079729,"gmtModify":1708983994805,"author":{"id":"3564979059348812","authorId":"3564979059348812","name":"Spraynpray","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564979059348812","authorIdStr":"3564979059348812"},"themes":[],"htmlText":"No. Once warren is not there the company will bot be as good","listText":"No. Once warren is not there the company will bot be as good","text":"No. Once warren is not there the company will bot be as good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278337346465824","isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369976418500768,"gmtCreate":1731348693873,"gmtModify":1731348723938,"author":{"id":"3564979059348812","authorId":"3564979059348812","name":"Spraynpray","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564979059348812","authorIdStr":"3564979059348812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Gonna be hard to hit $400. Too competitive,. TSLA not the same beast it once was","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Gonna be hard to hit $400. Too competitive,. TSLA not the same beast it once was","text":"$Tesla Motors(TSLA)$ Gonna be hard to hit $400. Too competitive,. TSLA not the same beast it once was","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369976418500768","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369976248742048,"gmtCreate":1731348652427,"gmtModify":1731348723941,"author":{"id":"3564979059348812","authorId":"3564979059348812","name":"Spraynpray","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564979059348812","authorIdStr":"3564979059348812"},"themes":[],"htmlText":"Interesting Tosee Trump 2.0","listText":"Interesting Tosee Trump 2.0","text":"Interesting Tosee Trump 2.0","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369976248742048","isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278336470540448,"gmtCreate":1708981011397,"gmtModify":1708983999888,"author":{"id":"3564979059348812","authorId":"3564979059348812","name":"Spraynpray","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564979059348812","authorIdStr":"3564979059348812"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278336470540448","repostId":"2414883037","repostType":2,"repost":{"id":"2414883037","pubTimestamp":1708937100,"share":"https://ttm.financial/m/news/2414883037?lang=&edition=fundamental","pubTime":"2024-02-26 16:45","market":"us","language":"en","title":"Investors Flee Tumbling EV Upstarts Once Hailed as \"Next Tesla\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2414883037","media":"Bloomberg","summary":"There was a time when the backing of some of the world’s deepest pockets and the mere ambition to sell electric cars was enough to inspire confidence in the stocks of upstarts Rivian Automotive Inc. a","content":"<html><head></head><body><ul style=\"\"><li><p>Rivian, Lucid shares tumble after firms’ bleak 2024 EV outlook</p></li><li><p>Backing from Amazon, Saudi wealth fund is ‘cushion’ for shares</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66aac9fab0527ab1edcb8430568200b2\" alt=\"The central touchscreen inside the Rivian R1T electric vehicle.\" title=\"The central touchscreen inside the Rivian R1T electric vehicle.\" tg-width=\"2000\" tg-height=\"1334\"/><span>The central touchscreen inside the Rivian R1T electric vehicle.</span></p><p style=\"text-align: start;\">There was a time when the backing of some of the world’s deepest pockets and the mere ambition to sell electric cars was enough to inspire confidence in the stocks of upstarts Rivian Automotive Inc. and Lucid Group Inc. Now investors have all but thrown in the towel on the shares.</p><p style=\"text-align: start;\">All it took was a fresh dose of reality from the two companies this week around cooling demand for EVs. Rivian, which makes electric pickups, SUVs and delivery vans and counts Amazon.com Inc. as its top shareholder, said its production will stay flat at last year’s levels. It also announced plans to shrink its workforce again. Lucid, majority-owned by Saudi Arabia’s sovereign wealth fund, projected only a slight increase in output over 2023. Both forecasts fell far short of analysts’ expectations.</p><p>For investors, the sense of gloom has been building since October, when Tesla Inc. warned of sagging interest in EVs. Though shares of the EV giant have fared poorly since then, losing around 20% and massively underperforming the broader market, the impact on smaller rivals like Rivian and Lucid has been nothing short of disastrous.</p><p>“If you are a hyper-growth company in what is seen as a disruptive industry and you are not growing your topline, you are in trouble,” said David Mazza, chief strategy officer at Roundhill Investments. “Having an anchor investor like Amazon or the Saudis gives them a longer runway from a capital perspective, but their growth will still be slower and margins thinner than what was once expected.”</p><p>Shares of Irvine, California-based Rivian are down by about 44% since Tesla’s October warning — the first in a series of grim outlooks from global EV-makers and suppliers — and closed Friday at a record low. Newark, California-based Lucid has dropped some 33% in the same period, and isn’t far above its own nadir.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2136269c08d1862d94443b9fc1a7234a\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">Still, had it not been for their wealthy backers — Amazon has a 17% stake in Rivian, and Saudi Arabia’s Public Investment Fund holds roughly 60% of Lucid, data compiled by Bloomberg show — the stocks could be looking far uglier.</p><p style=\"text-align: start;\">“The presence of these names is a comfort to investors and a cushion to the price,” Mazza said. “If these stocks were just relying on the EV hype, then they will be down much worse.”</p><p style=\"text-align: start;\">Amazon in an emailed statement said that the recent results from Rivian don’t change anything about the e-commerce company’s “existing investment, collaboration, or order size and timing.” Rivian has a deal with Amazon to sell it 100,000 electric delivery vans by 2030.</p><p style=\"text-align: start;\">Saudi Arabia’s PIF didn’t respond to an email seeking comment outside of the fund’s regular business hours on Friday.</p><h3 id=\"id_227362097\" style=\"text-align: start;\">‘Alarm Bells’</h3><p style=\"text-align: start;\">Overall, the biggest concern is that these cash-burning, unprofitable companies will struggle to sell cars at a time when even industry-leader Tesla — by far the biggest seller in the US market — is cutting prices to boost demand. And while Tesla’s profits and large-scale production allow it to compete by lowering prices, Rivian and Lucid have neither of those advantages.</p><p>“For these car manufacturers, investors want to see demand,” said David Wagner, portfolio manager at Aptus Capital Advisors. Rivian’s latest results suggest it will take several quarters to emerge from its production stoppage with a leaner cost structure and a redesigned platform, he said.</p><p style=\"text-align: start;\">“In the meantime, I think skeptics will be scrutinizing the cash balance and ringing alarm bells,” Wagner said. “So if there is no multiple expansion and no growth — what else is the stock supposed to do?”</p><p style=\"text-align: start;\">Both Rivian and Lucid are now worth a fraction of the prices they fetched at their public-market debuts in 2021. Rivian’s market value is around $9.6 billion, and Lucid’s is about $6.9 billion. That’s a long way down from their $153 billion and $91 billion valuation peaks, respectively, in 2021.</p><p style=\"text-align: start;\">Wall Street analysts are losing confidence as well. Analysts’ average 12-month price targets for Rivian and Lucid fell nearly 20% just this week. Meanwhile, the outlook for EVs broadly just keeps getting worse.</p><p style=\"text-align: start;\">Global sales of EVs are estimated to grow 20% this year, to about 16.7 million units, according to BloombergNEF’s most recent analysis. That’s a marked cooling from the 33% jump seen in 2023.</p><p>“Trying to be the ‘next Tesla’ is turning out to be an expensive strategy,” Morgan Stanley analyst Adam Jonas wrote in a note Friday. “As EV startups turn into restructuring stories, whoever finds a sponsor has the best chance.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investors Flee Tumbling EV Upstarts Once Hailed as \"Next 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; 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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\">\nInvestors Flee Tumbling EV Upstarts Once Hailed as \"Next Tesla\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-26 16:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-02-24/investors-flee-tumbling-ev-upstarts-once-hailed-as-next-tesla?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rivian, Lucid shares tumble after firms’ bleak 2024 EV outlookBacking from Amazon, Saudi wealth fund is ‘cushion’ for sharesThe central touchscreen inside the Rivian R1T electric vehicle.There was a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-02-24/investors-flee-tumbling-ev-upstarts-once-hailed-as-next-tesla?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0079474960.USD":"联博美国增长基金A","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","RIVN":"Rivian Automotive, Inc.","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4534":"瑞士信贷持仓","BK4555":"新能源车","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4535":"淡马锡持仓","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4559":"巴菲特持仓","BK4538":"云计算","BK4550":"红杉资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4551":"寇图资本持仓","LU0971096721.USD":"富达环球金融服务 A","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LCID":"Lucid Group Inc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD"},"source_url":"https://www.bloomberg.com/news/articles/2024-02-24/investors-flee-tumbling-ev-upstarts-once-hailed-as-next-tesla?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2414883037","content_text":"Rivian, Lucid shares tumble after firms’ bleak 2024 EV outlookBacking from Amazon, Saudi wealth fund is ‘cushion’ for sharesThe central touchscreen inside the Rivian R1T electric vehicle.There was a time when the backing of some of the world’s deepest pockets and the mere ambition to sell electric cars was enough to inspire confidence in the stocks of upstarts Rivian Automotive Inc. and Lucid Group Inc. Now investors have all but thrown in the towel on the shares.All it took was a fresh dose of reality from the two companies this week around cooling demand for EVs. Rivian, which makes electric pickups, SUVs and delivery vans and counts Amazon.com Inc. as its top shareholder, said its production will stay flat at last year’s levels. It also announced plans to shrink its workforce again. Lucid, majority-owned by Saudi Arabia’s sovereign wealth fund, projected only a slight increase in output over 2023. Both forecasts fell far short of analysts’ expectations.For investors, the sense of gloom has been building since October, when Tesla Inc. warned of sagging interest in EVs. Though shares of the EV giant have fared poorly since then, losing around 20% and massively underperforming the broader market, the impact on smaller rivals like Rivian and Lucid has been nothing short of disastrous.“If you are a hyper-growth company in what is seen as a disruptive industry and you are not growing your topline, you are in trouble,” said David Mazza, chief strategy officer at Roundhill Investments. “Having an anchor investor like Amazon or the Saudis gives them a longer runway from a capital perspective, but their growth will still be slower and margins thinner than what was once expected.”Shares of Irvine, California-based Rivian are down by about 44% since Tesla’s October warning — the first in a series of grim outlooks from global EV-makers and suppliers — and closed Friday at a record low. Newark, California-based Lucid has dropped some 33% in the same period, and isn’t far above its own nadir.Still, had it not been for their wealthy backers — Amazon has a 17% stake in Rivian, and Saudi Arabia’s Public Investment Fund holds roughly 60% of Lucid, data compiled by Bloomberg show — the stocks could be looking far uglier.“The presence of these names is a comfort to investors and a cushion to the price,” Mazza said. “If these stocks were just relying on the EV hype, then they will be down much worse.”Amazon in an emailed statement said that the recent results from Rivian don’t change anything about the e-commerce company’s “existing investment, collaboration, or order size and timing.” Rivian has a deal with Amazon to sell it 100,000 electric delivery vans by 2030.Saudi Arabia’s PIF didn’t respond to an email seeking comment outside of the fund’s regular business hours on Friday.‘Alarm Bells’Overall, the biggest concern is that these cash-burning, unprofitable companies will struggle to sell cars at a time when even industry-leader Tesla — by far the biggest seller in the US market — is cutting prices to boost demand. And while Tesla’s profits and large-scale production allow it to compete by lowering prices, Rivian and Lucid have neither of those advantages.“For these car manufacturers, investors want to see demand,” said David Wagner, portfolio manager at Aptus Capital Advisors. Rivian’s latest results suggest it will take several quarters to emerge from its production stoppage with a leaner cost structure and a redesigned platform, he said.“In the meantime, I think skeptics will be scrutinizing the cash balance and ringing alarm bells,” Wagner said. “So if there is no multiple expansion and no growth — what else is the stock supposed to do?”Both Rivian and Lucid are now worth a fraction of the prices they fetched at their public-market debuts in 2021. Rivian’s market value is around $9.6 billion, and Lucid’s is about $6.9 billion. That’s a long way down from their $153 billion and $91 billion valuation peaks, respectively, in 2021.Wall Street analysts are losing confidence as well. Analysts’ average 12-month price targets for Rivian and Lucid fell nearly 20% just this week. Meanwhile, the outlook for EVs broadly just keeps getting worse.Global sales of EVs are estimated to grow 20% this year, to about 16.7 million units, according to BloombergNEF’s most recent analysis. That’s a marked cooling from the 33% jump seen in 2023.“Trying to be the ‘next Tesla’ is turning out to be an expensive strategy,” Morgan Stanley analyst Adam Jonas wrote in a note Friday. “As EV startups turn into restructuring stories, whoever finds a sponsor has the best chance.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}