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03-30

Dovish...... will the market soar next week..🤔

Powell Reiterates Fed Doesn't Need to Be In Hurry to Cut Rates

01-14

[Tongue] [Speechless] [Surprised] [Happy] [Cry] [Cool] [Angry] [Sad] [Angry] [Anger] [Miser] [Angry] [Miser] [Sigh] [Doubt] [Sigh] [Doubt] [Sigh] [Silence] [Gosh]

01-13

[Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser]

01-13

[Smile] [Smile] [Smile] [Smile] [Smile] [Miser] [Tongue] [Grin] [Grin] [Tongue] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser]

01-11

Hshshshdjdhdbdbddbdbdbdnd bsjsjsjdjdhdjdjddjjddjdjdjdjdjdjdjdjdjdjdjdjddjdjdjd

01-11

[Cool] [Cool] [Cool] [Smile] [Smile] [Smile] [Shy] [Shy] [Miser] [Miser] [Drowsy] [Drowsy] [Lovely] [Smug] [Sly] [Sad] [Spurting] [Speechless] [Anger] [Anger]

01-11

[Smile] [Happy] [Miser] [What] [Cool] [Angry] [Anger] [Angry] [Happy] [Surprised] [Tongue] [What] [Smug] [Surprised] [Grin] [Cool] [Cool] [Cool]

01-10

[Miser] [Miser] [What] [Cry] [Shy] [Great] [Drowsy] [Glance] [Grin] [Shy] [Cry] [Surprised] [Surprised] [Tongue] [Sad] [Sad] [Surprised] [Surprised]

01-10

Give me the fucing point ..... ok!!!!

01-10

We're wet wet wet you think you wet wet

01-09

🥳🥳🥳🥳🥳💪🏻💪🏻💪🏻💪🏻💪🏻❤️❤️❤️❤️❤️

01-09

Baba baba baba baba baba baba baba buy

01-08

divergence is a situation when the price and the MACD indicator are moving in opposite directions, indicating a possible trend reversal or continuation¹. There are two types of divergences: regular and hidden². To determine if XAUUSD is exhibiting a divergence using MACD, you need to compare the highs and lows of the price with the corresponding peaks and troughs of the MACD line. The MACD line is the difference between two exponential moving averages (usually 12 and 26 periods) of the price³. According to the web search results, th

01-07

Happy new year 2024..... to the moon the to the sun to the infinity

01-06

Jalan Jalan Jalan aka Alan

01-06

Welcome to the jungle we got running games

01-05

Hello hello hello hello heeeee jjj jjjjj

01-05

Come on give me the damn attempts again.........

01-05

😬🥹🎂🍻🫶🏻🌹🤪😞💪🏻🌹😬🌹🤦🏻‍♂️🌹🥳😖🥹🙄🤔😴🤪😘👍🏻😩🙏🏻😖🥳😘yeah

01-04

Babababababababab bababababbabababaabanaban to the moooooon

Go to Tiger App to see more news

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will the market soar next week..🤔","listText":"Dovish...... will the market soar next week..🤔","text":"Dovish...... will the market soar next week..🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/289867820945584","repostId":"2423415989","repostType":2,"repost":{"id":"2423415989","kind":"highlight","pubTimestamp":1711754541,"share":"https://ttm.financial/m/news/2423415989?lang=&edition=fundamental","pubTime":"2024-03-30 07:22","market":"us","language":"en","title":"Powell Reiterates Fed Doesn't Need to Be In Hurry to Cut Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=2423415989","media":"Bloomberg","summary":"Fed chief says PCE inflation data ‘in line with expectations’Says inflation will continue to ease on ‘sometimes bumpy’ path(Bloomberg) -- Federal Reserve Chair Jerome Powell repeated that the US centr","content":"<html><head></head><body><ul style=\"\"><li><p>Fed chief says PCE inflation data ‘in line with expectations’</p></li><li><p>Says inflation will continue to ease on ‘sometimes bumpy’ path</p></li></ul><p>(Bloomberg) -- Federal Reserve Chair Jerome Powell repeated that the US central bank isn’t in any rush to cut interest rates as policymakers await more evidence that inflation is contained.</p><p>“The fact that the US economy is growing at such a solid pace, the fact that the labor market is still very, very strong, gives us the chance to just be a little more confident about inflation coming down before we take the important step of cutting rates,” Powell said Friday at an event at the San Francisco Fed.</p><p>Fresh inflation data released earlier is “pretty much in line with our expectations,” he said. But Powell reiterated it won’t be appropriate to lower rates until officials are sure inflation is on track toward 2%, the rate they see as appropriate for a healthy economy.</p><p>Investors are now betting the US central bank will make that first cut in June.</p><p>“The overall message really hasn’t changed too much,” said Veronica Clark, an economist at Citigroup Inc. “It seems like February inflation data came in line with how they were expecting, and that’s in line with more prints that they would be OK with.” </p><p>“We’re in the mode now of just gaining a bit more confidence, a couple more months of data, and they’re still going to be willing to cut mid-year,” she added.</p><p>The Fed’s preferred gauge of underlying inflation cooled last month after an even larger increase than previously reported in January, government data released Friday showed. </p><p>The core personal consumption expenditures price index — which excludes volatile food and energy costs — rose 0.3% in February after climbing 0.5% in the previous month, marking its biggest back-to-back gain in a year. The measure is up 2.8% from a year earlier, still above the Fed’s 2% target.</p><p>“It’s good to see something coming in in line with expectations,” Powell said of the data, adding that the latest readings aren’t as good as what policymakers saw last year.</p><p>Powell said officials expect inflation to continue falling on a “sometimes bumpy path,” echoing remarks he made following the Fed’s last policy meeting earlier this month.</p><p>Fed officials held short-term interest rates at a more than two-decade high at that meeting, and a narrow majority penciled in three rate cuts for 2024. </p><p>Powell has said it would likely be appropriate for the Fed to ease policy “at some point this year.” But he and other policymakers have made clear they’re approaching the first cut with caution, given the underlying strength of the economy and recent signs of persistent price pressures.</p><p>The Fed chief said Friday he doesn’t see the possibility of a recession as elevated at this time. Still, he reiterated that an unexpected weakening in the labor market could warrant a policy response from Fed officials.</p><h3 id=\"id_1377551413\">Inflation Cooling</h3><p>Inflation has eased substantially from a 40-year peak reached in 2022, decelerating at a particularly fast clip last year. That progress appeared to stall in January and February, with a pickup in consumer price growth.</p><p>Meanwhile, the US economy has remained resilient despite high interest rates. Inflation-adjusted consumer spending topped all economists’ estimates in February, and employers are still hiring workers at a robust clip. Data out earlier this week showed economic growth in the fourth quarter was stronger than originally thought.</p><p>Although Fed officials’ median projection for three rate cuts this year was unchanged from December, nearly half forecast two or fewer rate reductions in 2024. Most policymakers have said they want to see further evidence that inflation is coming down toward their 2% goal before making their first move. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9ec7bfce38cf10e98191ee4664954606\" tg-width=\"1224\" tg-height=\"602\"/></p><p>Governor Christopher Waller, an early proponent of raising rates high and fast to contain price pressures, said Wednesday that disappointing inflation data from the start of the year means policymakers may need to keep rates elevated for longer than previously thought or even reduce the overall number of rate cuts.</p><p>But Powell and his colleagues have said they don’t need to see inflation hit their target before they start lowering borrowing costs. As inflation declines, elevated rates are putting more pressure on the economy, and some policymakers reason it may be appropriate to lower them soon to avoid unduly harming the labor market.</p><p>“You have a Fed that at the moment is highly data dependent, and needs to see better inflation prints over the next several months,” said Matthew Luzzetti, chief US economist at Deutsche Bank.</p><p>“There’s broad-based expectations that those better inflation prints will come about, but really until that data are released and we get either confirmation or a different view on what the data are going to be, it’s kind of hard to gauge exactly where we end up from a Fed policy perspective.” </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>Powell Reiterates Fed Doesn't Need to Be In Hurry to Cut Rates</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\">\nPowell Reiterates Fed Doesn't Need to Be In Hurry to Cut Rates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-30 07:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-03-29/powell-says-latest-inflation-data-in-line-with-expectations?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fed chief says PCE inflation data ‘in line with expectations’Says inflation will continue to ease on ‘sometimes bumpy’ path(Bloomberg) -- Federal Reserve Chair Jerome Powell repeated that the US ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-03-29/powell-says-latest-inflation-data-in-line-with-expectations?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4207":"综合性银行","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC",".DJI":"道琼斯","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC",".IXIC":"NASDAQ Composite","BK4588":"碎股","BK4504":"桥水持仓","BK4096":"电气部件与设备","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1",".SPX":"S&P 500 Index","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK4566":"资本集团","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD"},"source_url":"https://www.bloomberg.com/news/articles/2024-03-29/powell-says-latest-inflation-data-in-line-with-expectations?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2423415989","content_text":"Fed chief says PCE inflation data ‘in line with expectations’Says inflation will continue to ease on ‘sometimes bumpy’ path(Bloomberg) -- Federal Reserve Chair Jerome Powell repeated that the US central bank isn’t in any rush to cut interest rates as policymakers await more evidence that inflation is contained.“The fact that the US economy is growing at such a solid pace, the fact that the labor market is still very, very strong, gives us the chance to just be a little more confident about inflation coming down before we take the important step of cutting rates,” Powell said Friday at an event at the San Francisco Fed.Fresh inflation data released earlier is “pretty much in line with our expectations,” he said. But Powell reiterated it won’t be appropriate to lower rates until officials are sure inflation is on track toward 2%, the rate they see as appropriate for a healthy economy.Investors are now betting the US central bank will make that first cut in June.“The overall message really hasn’t changed too much,” said Veronica Clark, an economist at Citigroup Inc. “It seems like February inflation data came in line with how they were expecting, and that’s in line with more prints that they would be OK with.” “We’re in the mode now of just gaining a bit more confidence, a couple more months of data, and they’re still going to be willing to cut mid-year,” she added.The Fed’s preferred gauge of underlying inflation cooled last month after an even larger increase than previously reported in January, government data released Friday showed. The core personal consumption expenditures price index — which excludes volatile food and energy costs — rose 0.3% in February after climbing 0.5% in the previous month, marking its biggest back-to-back gain in a year. The measure is up 2.8% from a year earlier, still above the Fed’s 2% target.“It’s good to see something coming in in line with expectations,” Powell said of the data, adding that the latest readings aren’t as good as what policymakers saw last year.Powell said officials expect inflation to continue falling on a “sometimes bumpy path,” echoing remarks he made following the Fed’s last policy meeting earlier this month.Fed officials held short-term interest rates at a more than two-decade high at that meeting, and a narrow majority penciled in three rate cuts for 2024. Powell has said it would likely be appropriate for the Fed to ease policy “at some point this year.” But he and other policymakers have made clear they’re approaching the first cut with caution, given the underlying strength of the economy and recent signs of persistent price pressures.The Fed chief said Friday he doesn’t see the possibility of a recession as elevated at this time. Still, he reiterated that an unexpected weakening in the labor market could warrant a policy response from Fed officials.Inflation CoolingInflation has eased substantially from a 40-year peak reached in 2022, decelerating at a particularly fast clip last year. That progress appeared to stall in January and February, with a pickup in consumer price growth.Meanwhile, the US economy has remained resilient despite high interest rates. Inflation-adjusted consumer spending topped all economists’ estimates in February, and employers are still hiring workers at a robust clip. Data out earlier this week showed economic growth in the fourth quarter was stronger than originally thought.Although Fed officials’ median projection for three rate cuts this year was unchanged from December, nearly half forecast two or fewer rate reductions in 2024. Most policymakers have said they want to see further evidence that inflation is coming down toward their 2% goal before making their first move. Governor Christopher Waller, an early proponent of raising rates high and fast to contain price pressures, said Wednesday that disappointing inflation data from the start of the year means policymakers may need to keep rates elevated for longer than previously thought or even reduce the overall number of rate cuts.But Powell and his colleagues have said they don’t need to see inflation hit their target before they start lowering borrowing costs. As inflation declines, elevated rates are putting more pressure on the economy, and some policymakers reason it may be appropriate to lower them soon to avoid unduly harming the labor market.“You have a Fed that at the moment is highly data dependent, and needs to see better inflation prints over the next several months,” said Matthew Luzzetti, chief US economist at Deutsche Bank.“There’s broad-based expectations that those better inflation prints will come about, but really until that data are released and we get either confirmation or a different view on what the data are going to be, it’s kind of hard to gauge exactly where we end up from a Fed policy 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baba baba baba baba baba baba buy","listText":"Baba baba baba baba baba baba baba buy","text":"Baba baba baba baba baba baba baba buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261094492799224","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":260831900270760,"gmtCreate":1704690202218,"gmtModify":1704690207241,"author":{"id":"3568936983703270","authorId":"3568936983703270","name":"Mundoo","avatar":"https://static.tigerbbs.com/14653026067d9f45dd729077618c70b6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568936983703270","authorIdStr":"3568936983703270"},"themes":[],"htmlText":"divergence is a situation when the price and the MACD indicator are moving in opposite directions, indicating a possible trend reversal or continuation¹. 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According to the web search results, th","text":"divergence is a situation when the price and the MACD indicator are moving in opposite directions, indicating a possible trend reversal or continuation¹. There are two types of divergences: regular and hidden². To determine if XAUUSD is exhibiting a divergence using MACD, you need to compare the highs and lows of the price with the corresponding peaks and troughs of the MACD line. The MACD line is the difference between two exponential moving averages (usually 12 and 26 periods) of the price³. According to the web search results, th","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260831900270760","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":260568752644144,"gmtCreate":1704625890953,"gmtModify":1704625895542,"author":{"id":"3568936983703270","authorId":"3568936983703270","name":"Mundoo","avatar":"https://static.tigerbbs.com/14653026067d9f45dd729077618c70b6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568936983703270","authorIdStr":"3568936983703270"},"themes":[],"htmlText":"Happy new year 2024..... to the moon the to the sun to the infinity&nbsp;","listText":"Happy new year 2024..... to the moon the to the sun to the infinity&nbsp;","text":"Happy new year 2024..... to the moon the to the sun to the 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bababababbabababaabanaban to the moooooon","listText":"Babababababababab bababababbabababaabanaban to the moooooon","text":"Babababababababab bababababbabababaabanaban to the moooooon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259419154620648","isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9940887427,"gmtCreate":1677813081070,"gmtModify":1677813469541,"author":{"id":"3568936983703270","authorId":"3568936983703270","name":"Mundoo","avatar":"https://static.tigerbbs.com/14653026067d9f45dd729077618c70b6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568936983703270","authorIdStr":"3568936983703270"},"themes":[],"title":"Will Nio get back to it’s all time high $66.88","htmlText":"Nio (NIO 2.94%) was one of the hardest-hit electric vehicle (EV) stocks in 2022. Although Nio's deliveries rose steadily through the year, production and supply chain hiccups made it a bumpy ride even as rising costs weighed down margins. Investors were pinning their hopes on a stronger 2023, especially after management announced its growth plans some months ago. Turns out, Nio's challenges are far from over. The company's fourth-quarter numbers just came out, and there's one metric that's caught the market's attention for all the wrong reasons. Is Nio having real problems that should worry investors now, or should you get greedy while the markets are fearful and buy Nio stock on every dip? Nio's fourth quarter was a record Nio stock slipped after the EV maker slashed its fourth-quarter de","listText":"Nio (NIO 2.94%) was one of the hardest-hit electric vehicle (EV) stocks in 2022. Although Nio's deliveries rose steadily through the year, production and supply chain hiccups made it a bumpy ride even as rising costs weighed down margins. 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no","images":[{"img":"https://community-static.tradeup.com/news/e03bcdae9ef9525dd5309e9b6a2dfc0a","width":"750","height":"2452"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074538095","isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":240756200648792,"gmtCreate":1699797509475,"gmtModify":1699797514458,"author":{"id":"3568936983703270","authorId":"3568936983703270","name":"Mundoo","avatar":"https://static.tigerbbs.com/14653026067d9f45dd729077618c70b6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568936983703270","authorIdStr":"3568936983703270"},"themes":[],"htmlText":"Li auto is hybrid..... when will the people in US realise this!!!","listText":"Li auto is hybrid..... when will the people in US realise this!!!","text":"Li auto is hybrid..... when will the people in US realise this!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/240756200648792","repostId":"2382231749","repostType":2,"repost":{"id":"2382231749","kind":"highlight","pubTimestamp":1699833287,"share":"https://ttm.financial/m/news/2382231749?lang=&edition=fundamental","pubTime":"2023-11-13 07:54","market":"us","language":"en","title":"Li Auto: Decoupling From The EV Competition","url":"https://stock-news.laohu8.com/highlight/detail?id=2382231749","media":"seekingalpha","summary":"Li Auto is crushing it in terms of revenues, deliveries and margins Li Auto reported 34.7B Chinese Yuan  in revenues for the third-quarter on Thursday, showing 271.2% growth compared to the same period last year. The jump in revenues reflects the massive increase in deliveries that has taken place in the last year as well. In the third-quarter, Li Auto delivered 40,422 electric vehicles, its highest delivery volume ever, and the Chinese EV maker has left the EV competition far behind. For comparison, NIO  delivered 16,074 electric vehicles in October while XPeng brought 20,002 electric vehicles to its customers. Therefore, Li Auto delivered about twice as many EVs to customers as XPeng and it had a 2.5X higher delivery volume than NIO. Li Auto also achieve its seventh consecutive delivery record in October, explaining why the firm's revenues are going through the roof... Source: CNEVPOST Turning to margins. When it comes to earnings reports for EV companies, the most important number i","content":"<html><head></head><body><ul style=\"\"><li><p>Li Auto reported a 302.1% increase in electric vehicle deliveries in October compared to the previous year.</p></li><li><p>The company&#39;s vehicle margins increased Q/Q, defying the industry trend of falling margins.</p></li><li><p>Li Auto issued a very impressive forecast for Q4, indicating that it expects to sustain its current delivery growth.</p></li><li><p>Revenue estimates are trending up for Li Auto, falling for the EV competition.</p></li><li><p>Li Auto has the most attractive growth and risk profiles in the Chinese EV industry, in my opinion.</p></li></ul><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a> crushed it in October with the delivery of 40,422 electric vehicles, showing an increase of 302.1% compared to the year-earlier period. While Li Auto is growing much faster than the competition, the electric vehicle maker also reported a marginal increase in vehicle margins which is respectable considering that Li Auto’s vehicle margin increase goes against the broader industry trend. Li Auto reported overall very solid Q3’23 results on Thursday and issued a strong forecast for Q4’23 that implies, at mid-point, 20% growth in monthly deliveries compared to the Q3&#39;23 average. With vehicle margins sequentially improving and the company set for a full-year profit, Li Auto once again demonstrated that it has a very favorable risk and growth profile for EV investors!</p><h2 id=\"id_2843556159\">Previous rating</h2><p>I rated Li Auto a strong buy to the company’s much higher than average margins in the electric vehicle industry which represented surprise potential for Q3&#39;23. Li Auto’s delivery growth continued to accelerate nicely in the third-quarter and the EV maker submitted a very strong outlook for Q4&#39;23... which I believe underscores the value proposition here. Considering that Li Auto once again expanded its margins, against the industry trend, and that the EV firm submitted an impressive delivery outlook for the fourth-quarter, I believe the risk profile remains not only favorable, but is the best in the entire EV market!</p><h2 id=\"id_3475352385\">Li Auto is crushing it in terms of revenues, deliveries and margins</h2><p>Li Auto reported 34.7B Chinese Yuan ($4.8B) in revenues for the third-quarter on Thursday, showing 271.2% growth compared to the same period last year. The jump in revenues reflects the massive increase in deliveries that has taken place in the last year as well.</p><p>In the third-quarter, Li Auto delivered 40,422 electric vehicles, its highest delivery volume ever, and the Chinese EV maker has left the EV competition far behind. For comparison, NIO (NIO) delivered 16,074 electric vehicles in October while XPeng brought 20,002 electric vehicles to its customers.</p><p>Therefore, Li Auto delivered about twice as many EVs to customers as XPeng and it had a 2.5X higher delivery volume than NIO. Li Auto also achieve its seventh consecutive delivery record in October, explaining why the firm&#39;s revenues are going through the roof...</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f540f2d86c46622ace84fa3495eb7026\" alt=\"Source: CNEVPOST\" title=\"Source: CNEVPOST\" tg-width=\"640\" tg-height=\"335\"/><span>Source: CNEVPOST</span></p><p>Turning to margins.</p><p>When it comes to earnings reports for EV companies, the most important number is the vehicle margin, in my opinion, because it shows whether an EV maker can sell its products profitably to its customers or whether it is losing money on each sale.</p><p>Margins have been a big topic in the EV market this year because aggressive price cuts on the part of Tesla (TSLA) have increased pricing pressure for all electric vehicle manufacturers. Since Tesla is prioritizing volume growth over profitability, the U.S.-based company’s third-quarter earnings report showed a massively deteriorating margin trend.</p><p>Li Auto, however, is successfully resisting this trend and reported an impressive vehicle margin of 21.2% in the third-quarter, showing a 0.2 PP improvement compared to the second-quarter and a massive 9.2% improvement year-over-year.</p><p>Li Auto&#39;s strong vehicle margins as well as robust outlook for Q4’23 deliveries are the two major takeaways from the EV company’s earnings report for the third-quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f83afa9371dca6d643d570c784f2f61\" alt=\"Source: Li Auto\" title=\"Source: Li Auto\" tg-width=\"640\" tg-height=\"344\"/><span>Source: Li Auto</span></p><h2 id=\"id_3359271771\">Exceptionally strong outlook for Q4’23 implies continual delivery momentum</h2><p>Li Auto believes that it can sustain its current delivery momentum throughout the fourth-quarter. The electric vehicle manufacturer has guided for a delivery volume of 125,000 to 128,000 vehicles for Q4, which would show a year over year increase of 169.9% to 176.3%. On a monthly delivery level, Li Auto expects to deliver between 41,666 and 42,666 electric vehicles per month. At mid-point, Li Auto guides for 20% Q/Q increase in the average monthly delivery volume.</p><h2 id=\"id_967299709\">A decoupling has taken place...</h2><p>Li Auto presents investors with the fastest delivery in the Chinese EV industry group. Li Auto is expected to generate revenues of $25.69B in FY 2023. The implied Y/Y revenue growth rates for Li Auto, NIO and XPeng are 53%, 55% and 71%. However, while top line estimates for Li Auto have consistently risen, the revenue estimates for NIO and XPeng have fallen as the companies disappointed with their delivery achievements. In other words, Li Auto has fully decoupled from the EV competition and this applies to margins, delivery numbers and revenue growth...</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1516cdebee92965e7b6ce2b43f46cb5\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"467\"/><span>Data by YCharts</span></p><p>Li Auto, despite growing its deliveries the fastest, is still trading at the second-lowest P/S ratio (1.44X) in the industry group. XPeng, which is growing much slower and which had a significantly lower delivery volume in October, still achieves a higher revenue multiplier (1.75X) than Li Auto. NIO, which had the lowest delivery volume and the weakest Y/Y delivery growth rate in October, is trading at a P/S ratio of below 1.0X.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1840e6d150353a323cc8fa8204a1a52\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"467\"/><span>Data by YCharts</span></p><h2 id=\"id_4046575616\">Risks with Li Auto</h2><p>The biggest risk for Li Auto, following the Q3’23 report, is that the EV firm won’t achieve profitability on a full-year basis in FY 2023. Achieving profitability is a potent near term catalyst for shares of Li Auto as the first-ever full-year profit would be a major inflection point for the EV company and further increase the gap between Li Auto and its electric vehicle rivals. A significant drop in vehicle margins would be another reason for me to potentially change my opinion on Li Auto.</p><h2 id=\"id_940777440\">Final thoughts</h2><p>Li Auto keeps performing extremely well, but the firm’s valuation doesn’t necessarily reflects this. Li Auto is growing revenues and deliveries the fastest in the industry and significantly outpaced NIO and XPeng in October… with deliveries crushing the 40,000 monthly delivery mark for the first time ever. The outlook for Q4’23 implies that this delivery level can be maintained throughout the fourth-quarter. Li Auto grew its vehicle margins against the broader industry trend in the third-quarter which is why I believe Li Auto continues to have the most attractive setup in the EV market!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Li Auto: Decoupling From The EV Competition</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\">\nLi Auto: Decoupling From The EV Competition\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-13 07:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4650980-li-auto-decoupling-from-the-ev-competition><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Li Auto reported a 302.1% increase in electric vehicle deliveries in October compared to the previous year.The company's vehicle margins increased Q/Q, defying the industry trend of falling margins.Li...</p>\n\n<a href=\"https://seekingalpha.com/article/4650980-li-auto-decoupling-from-the-ev-competition\">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","02015":"理想汽车-W"},"source_url":"https://seekingalpha.com/article/4650980-li-auto-decoupling-from-the-ev-competition","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2382231749","content_text":"Li Auto reported a 302.1% increase in electric vehicle deliveries in October compared to the previous year.The company's vehicle margins increased Q/Q, defying the industry trend of falling margins.Li Auto issued a very impressive forecast for Q4, indicating that it expects to sustain its current delivery growth.Revenue estimates are trending up for Li Auto, falling for the EV competition.Li Auto has the most attractive growth and risk profiles in the Chinese EV industry, in my opinion.Li Auto crushed it in October with the delivery of 40,422 electric vehicles, showing an increase of 302.1% compared to the year-earlier period. While Li Auto is growing much faster than the competition, the electric vehicle maker also reported a marginal increase in vehicle margins which is respectable considering that Li Auto’s vehicle margin increase goes against the broader industry trend. Li Auto reported overall very solid Q3’23 results on Thursday and issued a strong forecast for Q4’23 that implies, at mid-point, 20% growth in monthly deliveries compared to the Q3'23 average. With vehicle margins sequentially improving and the company set for a full-year profit, Li Auto once again demonstrated that it has a very favorable risk and growth profile for EV investors!Previous ratingI rated Li Auto a strong buy to the company’s much higher than average margins in the electric vehicle industry which represented surprise potential for Q3'23. Li Auto’s delivery growth continued to accelerate nicely in the third-quarter and the EV maker submitted a very strong outlook for Q4'23... which I believe underscores the value proposition here. Considering that Li Auto once again expanded its margins, against the industry trend, and that the EV firm submitted an impressive delivery outlook for the fourth-quarter, I believe the risk profile remains not only favorable, but is the best in the entire EV market!Li Auto is crushing it in terms of revenues, deliveries and marginsLi Auto reported 34.7B Chinese Yuan ($4.8B) in revenues for the third-quarter on Thursday, showing 271.2% growth compared to the same period last year. The jump in revenues reflects the massive increase in deliveries that has taken place in the last year as well.In the third-quarter, Li Auto delivered 40,422 electric vehicles, its highest delivery volume ever, and the Chinese EV maker has left the EV competition far behind. For comparison, NIO (NIO) delivered 16,074 electric vehicles in October while XPeng brought 20,002 electric vehicles to its customers.Therefore, Li Auto delivered about twice as many EVs to customers as XPeng and it had a 2.5X higher delivery volume than NIO. Li Auto also achieve its seventh consecutive delivery record in October, explaining why the firm's revenues are going through the roof...Source: CNEVPOSTTurning to margins.When it comes to earnings reports for EV companies, the most important number is the vehicle margin, in my opinion, because it shows whether an EV maker can sell its products profitably to its customers or whether it is losing money on each sale.Margins have been a big topic in the EV market this year because aggressive price cuts on the part of Tesla (TSLA) have increased pricing pressure for all electric vehicle manufacturers. Since Tesla is prioritizing volume growth over profitability, the U.S.-based company’s third-quarter earnings report showed a massively deteriorating margin trend.Li Auto, however, is successfully resisting this trend and reported an impressive vehicle margin of 21.2% in the third-quarter, showing a 0.2 PP improvement compared to the second-quarter and a massive 9.2% improvement year-over-year.Li Auto's strong vehicle margins as well as robust outlook for Q4’23 deliveries are the two major takeaways from the EV company’s earnings report for the third-quarter.Source: Li AutoExceptionally strong outlook for Q4’23 implies continual delivery momentumLi Auto believes that it can sustain its current delivery momentum throughout the fourth-quarter. The electric vehicle manufacturer has guided for a delivery volume of 125,000 to 128,000 vehicles for Q4, which would show a year over year increase of 169.9% to 176.3%. On a monthly delivery level, Li Auto expects to deliver between 41,666 and 42,666 electric vehicles per month. At mid-point, Li Auto guides for 20% Q/Q increase in the average monthly delivery volume.A decoupling has taken place...Li Auto presents investors with the fastest delivery in the Chinese EV industry group. Li Auto is expected to generate revenues of $25.69B in FY 2023. The implied Y/Y revenue growth rates for Li Auto, NIO and XPeng are 53%, 55% and 71%. However, while top line estimates for Li Auto have consistently risen, the revenue estimates for NIO and XPeng have fallen as the companies disappointed with their delivery achievements. In other words, Li Auto has fully decoupled from the EV competition and this applies to margins, delivery numbers and revenue growth...Data by YChartsLi Auto, despite growing its deliveries the fastest, is still trading at the second-lowest P/S ratio (1.44X) in the industry group. XPeng, which is growing much slower and which had a significantly lower delivery volume in October, still achieves a higher revenue multiplier (1.75X) than Li Auto. NIO, which had the lowest delivery volume and the weakest Y/Y delivery growth rate in October, is trading at a P/S ratio of below 1.0X.Data by YChartsRisks with Li AutoThe biggest risk for Li Auto, following the Q3’23 report, is that the EV firm won’t achieve profitability on a full-year basis in FY 2023. Achieving profitability is a potent near term catalyst for shares of Li Auto as the first-ever full-year profit would be a major inflection point for the EV company and further increase the gap between Li Auto and its electric vehicle rivals. A significant drop in vehicle margins would be another reason for me to potentially change my opinion on Li Auto.Final thoughtsLi Auto keeps performing extremely well, but the firm’s valuation doesn’t necessarily reflects this. Li Auto is growing revenues and deliveries the fastest in the industry and significantly outpaced NIO and XPeng in October… with deliveries crushing the 40,000 monthly delivery mark for the first time ever. The outlook for Q4’23 implies that this delivery level can be maintained throughout the fourth-quarter. Li Auto grew its vehicle margins against the broader industry trend in the third-quarter which is why I believe Li Auto continues to have the most attractive setup in the EV market!","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910556685,"gmtCreate":1663648661547,"gmtModify":1676537308569,"author":{"id":"3568936983703270","authorId":"3568936983703270","name":"Mundoo","avatar":"https://static.tigerbbs.com/14653026067d9f45dd729077618c70b6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568936983703270","authorIdStr":"3568936983703270"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$</a>ok","listText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$</a>ok","text":"$XPENG-W(09868)$ok","images":[{"img":"https://community-static.tradeup.com/news/3d938a48740034914f5e762aaea67b2d","width":"750","height":"1234"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9910556685","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9994814798,"gmtCreate":1661594966916,"gmtModify":1676536547976,"author":{"id":"3568936983703270","authorId":"3568936983703270","name":"Mundoo","avatar":"https://static.tigerbbs.com/14653026067d9f45dd729077618c70b6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568936983703270","authorIdStr":"3568936983703270"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>ok","listText":"<a href=\"https://ttm.financial/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>ok","text":"$Sundial Growers Inc.(SNDL)$ok","images":[{"img":"https://community-static.tradeup.com/news/ed5902839079af0c92456b76a8862f85","width":"750","height":"2392"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994814798","isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9996804959,"gmtCreate":1661138752473,"gmtModify":1676536460456,"author":{"id":"3568936983703270","authorId":"3568936983703270","name":"Mundoo","avatar":"https://static.tigerbbs.com/14653026067d9f45dd729077618c70b6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568936983703270","authorIdStr":"3568936983703270"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>oo","listText":"<a href=\"https://ttm.financial/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>oo","text":"$Sundial Growers Inc.(SNDL)$oo","images":[{"img":"https://community-static.tradeup.com/news/c3eb18fe535098818df2cd856de62a79","width":"750","height":"2392"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996804959","isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9072390582,"gmtCreate":1657947750046,"gmtModify":1676536087263,"author":{"id":"3568936983703270","authorId":"3568936983703270","name":"Mundoo","avatar":"https://static.tigerbbs.com/14653026067d9f45dd729077618c70b6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568936983703270","authorIdStr":"3568936983703270"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/YINN\">$FTSE China Bull 3X Shares(YINN)$</a>buy","listText":"<a href=\"https://ttm.financial/S/YINN\">$FTSE China Bull 3X Shares(YINN)$</a>buy","text":"$FTSE China Bull 3X Shares(YINN)$buy","images":[{"img":"https://community-static.tradeup.com/news/c0cba0b56820064b4cd10d5a7b4ab9c5","width":"750","height":"2392"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072390582","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}