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11-02

$英伟达(NVDA)$ Next week 150

02-02

$Meta Platforms(META)$

2023-11-10

$特斯拉(TSLA)$ Biden VS Elon

2023-09-12

$特斯拉(TSLA)$

特斯拉大空头驳斥摩根士丹利研报：别忘了他们在特斯拉有大笔投资

2023-08-18

$Sea Ltd(SE)$ 10 is good entry point

2023-08-15

$Sea Ltd(SE)$ buy at 20

2023-07-03

$特斯拉(TSLA)$ BREAKING: Tesla delivered an all-time high 466,140 vehicles in Q2, smashing Wall St expectations of ~447k.Total Q2 production was also an all-time high at 479,700.

2023-04-20

$特斯拉(TSLA)$ Time to buy at 150

2023-04-04

A bias writer recruited by short sellers, obviously.

Sorry, the original content has been removed

2023-03-23

$Coinbase Global, Inc.(COIN)$ Heading to zero value.

2023-03-22

$英伟达(NVDA)$ The whole world is buying NVDA. Catch the train before you regret

2023-03-21

$特斯拉(TSLA)$

2月销量飙升50%，特斯拉在欧洲战场“杀疯了”！

2023-03-20

‌$微软(MSFT)$ ‌Why Microsoft drop today? Bing (GPT 4.0): According to my sources, The Vanguard Group, BlackRock, and State Street Corporation were among the largest shareholders of SVB Financial Group, which is Silicon Valley Bank’s holding company. They are also the key shareholders for Microsoft. I got the answer. They might clear the profit in Microsoft to offset the loss in SVB.

2023-03-20

Up this week!

Microsoft: Resiliency Amidst Turmoil Will Be Rewarded

2023-02-24

$特斯拉(TSLA)$ 220

【券商聚焦】摩根士丹利：予特斯拉(TSLA)买入评级目标价220美元

2023-02-21

$特斯拉(TSLA)$ Today 225

2023-01-03

$老虎证券(TIGR)$

2022-12-23

【Voting Post】$特斯拉(TSLA)$

2022-12-16

$特斯拉(TSLA)$ New business- Tesla Electric!

2022-11-22

$特斯拉(TSLA)$ Rebound time!

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219008122024072","repostId":"2366375678","repostType":2,"repost":{"id":"2366375678","pubTimestamp":1694483220,"share":"https://ttm.financial/m/news/2366375678?lang=&edition=fundamental","pubTime":"2023-09-12 09:47","market":"hk","language":"zh","title":"特斯拉大空头驳斥摩根士丹利研报：别忘了他们在特斯拉有大笔投资","url":"https://stock-news.laohu8.com/highlight/detail?id=2366375678","media":"环球市场播报","summary":"特斯拉股价周一大涨逾10%，此前摩根士丹利在一份研报中将该股列为其首选股，并将其目标价从250美元上调至400美元，意味着较目前水平还有超过45%的上涨空间。　　摩根士丹利分析师亚当·乔纳斯在报告中表示，特斯拉Dojo超级计算机可能使该公司更快采用自动驾驶出租车和网络服务，使该公司市值至多增加5000亿美元。","content":"<html><body><div>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/59/w550h309/20230912/bcc5-b00f60f804cc9584133bf0d87e14b77b.jpg\"/><span></span></div>\n<p>　　<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>股价周一大涨逾10%，此前<span><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a></span><span></span>在一份研报中将该股列为其首选股，并将其目标价从250美元上调至400美元，意味着较目前水平还有超过45%的上涨空间。</p>\n<p>　　摩根士丹利分析师亚当·乔纳斯在报告中表示，特斯拉Dojo超级计算机可能使该公司更快采用自动驾驶出租车和网络服务，使该公司市值至多增加5000亿美元。Dojo可以打开“新的潜在市场”，就像AWS对于<span><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></span><span></span>一样，</p>\n<p>　　但特斯拉大空头、 GLJ Research创始人兼CEO戈登·约翰逊在一次采访中对摩根士丹利的乐观分析提出了质疑。</p>\n<p>　　约翰逊直接反驳了乔纳斯基于特斯拉超级计算机能力的不切实际的预测，并说，这家投行与特斯拉和马斯克的密切关系可能与此次上调有关。</p>\n<p>　　约翰逊周一在接受Schwab Network采访时表示：“特斯拉第二季度毛利润的98%来自汽车销售。过去五年，你和其他人一直在说，这是一家科技公司。科技在哪？”</p>\n<p>　　值得注意的是，约翰逊给予特斯拉的目标价只有24美元。</p>\n<p>　　约翰逊指出了几个问题，他说乔纳斯在他的报告中承认，他对Dojo的成本和性能的预测是未经验证的，这使得他的上调很大程度上是猜测性的。</p>\n<p>　　特斯拉的Dojo超级计算机将用于训练其机器学习模型，以改进其全自动驾驶（FSD）技术。虽然这台超级计算机已于上月投入生产，但约翰逊指出，美国《消费者报告》和《Guidehouse Insights》目前对这一驾驶辅助技术的排名与竞争对手相比相当低。</p>\n<p>　　约翰逊还指出，摩根士丹利在马斯克将推特私有化的过程中扮演了重要角色，以及它在特斯拉的相当大的头寸。</p>\n<p>　　马斯克收购推特的部分资金是由银行贷款支持的，其中包括摩根士丹利提供的35亿美元。约翰逊说，这种联系，再加上摩根士丹利持有近2800万股特斯拉股票，描绘了一幅利益交织的图景，这让人质疑分析的公正性。</p>\n<div>\n<span>现在送您60元福利红包，直接提现不套路~~~快来参与活动吧！</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：于健 SF069</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉大空头驳斥摩根士丹利研报：别忘了他们在特斯拉有大笔投资</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉大空头驳斥摩根士丹利研报：别忘了他们在特斯拉有大笔投资\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-12 09:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2023-09-12/doc-imzmmiaq8558017.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉股价周一大涨逾10%，此前摩根士丹利在一份研报中将该股列为其首选股，并将其目标价从250美元上调至400美元，意味着较目前水平还有超过45%的上涨空间。\n　　摩根士丹利分析师亚当·乔纳斯在报告中表示，特斯拉Dojo超级计算机可能使该公司更快采用自动驾驶出租车和网络服务，使该公司市值至多增加5000亿美元。Dojo可以打开“新的潜在市场”，就像AWS对于亚马逊一样，\n　　但特斯拉大空头、 ...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-09-12/doc-imzmmiaq8558017.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4592":"伊斯兰概念","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU2063271972.USD":"富兰克林创新领域基金","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4588":"碎股","LU0823414478.USD":"法巴经典能源转换基金","MS":"摩根士丹利","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4551":"寇图资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4574":"无人驾驶","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","TSLA":"特斯拉","LU0971096721.USD":"富达环球金融服务 A","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4504":"桥水持仓","BK4099":"汽车制造商","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-09-12/doc-imzmmiaq8558017.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2366375678","content_text":"特斯拉股价周一大涨逾10%，此前摩根士丹利在一份研报中将该股列为其首选股，并将其目标价从250美元上调至400美元，意味着较目前水平还有超过45%的上涨空间。\n　　摩根士丹利分析师亚当·乔纳斯在报告中表示，特斯拉Dojo超级计算机可能使该公司更快采用自动驾驶出租车和网络服务，使该公司市值至多增加5000亿美元。Dojo可以打开“新的潜在市场”，就像AWS对于亚马逊一样，\n　　但特斯拉大空头、 GLJ Research创始人兼CEO戈登·约翰逊在一次采访中对摩根士丹利的乐观分析提出了质疑。\n　　约翰逊直接反驳了乔纳斯基于特斯拉超级计算机能力的不切实际的预测，并说，这家投行与特斯拉和马斯克的密切关系可能与此次上调有关。\n　　约翰逊周一在接受Schwab Network采访时表示：“特斯拉第二季度毛利润的98%来自汽车销售。过去五年，你和其他人一直在说，这是一家科技公司。科技在哪？”\n　　值得注意的是，约翰逊给予特斯拉的目标价只有24美元。\n　　约翰逊指出了几个问题，他说乔纳斯在他的报告中承认，他对Dojo的成本和性能的预测是未经验证的，这使得他的上调很大程度上是猜测性的。\n　　特斯拉的Dojo超级计算机将用于训练其机器学习模型，以改进其全自动驾驶（FSD）技术。虽然这台超级计算机已于上月投入生产，但约翰逊指出，美国《消费者报告》和《Guidehouse Insights》目前对这一驾驶辅助技术的排名与竞争对手相比相当低。\n　　约翰逊还指出，摩根士丹利在马斯克将推特私有化的过程中扮演了重要角色，以及它在特斯拉的相当大的头寸。\n　　马斯克收购推特的部分资金是由银行贷款支持的，其中包括摩根士丹利提供的35亿美元。约翰逊说，这种联系，再加上摩根士丹利持有近2800万股特斯拉股票，描绘了一幅利益交织的图景，这让人质疑分析的公正性。\n\n现在送您60元福利红包，直接提现不套路~~~快来参与活动吧！\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","news_type":1},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":210222982500440,"gmtCreate":1692346288405,"gmtModify":1692346290975,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"0\"></v-v>10 is good entry point&nbsp;","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"0\"></v-v>10 is good entry point&nbsp;","text":"$Sea Ltd(SE)$ 10 is good entry point","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/210222982500440","isVote":1,"tweetType":1,"viewCount":788,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574235684095683","authorId":"3574235684095683","name":"Kacudah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3574235684095683","authorIdStr":"3574235684095683"},"content":"Nahh too high i hope it goes to $1 like citibank in 2008🤭","text":"Nahh too high i hope it goes to $1 like citibank in 2008🤭","html":"Nahh too high i hope it goes to $1 like citibank in 2008🤭"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209199889891352,"gmtCreate":1692111175079,"gmtModify":1692111177860,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"0\"></v-v>buy at 20","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"0\"></v-v>buy at 20","text":"$Sea Ltd(SE)$ buy at 20","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209199889891352","isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193678167404712,"gmtCreate":1688314358938,"gmtModify":1688314362521,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>BREAKING: Tesla delivered an all-time high 466,140 vehicles in Q2, smashing Wall St expectations of ~447k.Total Q2 production was also an all-time high at 479,700.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>BREAKING: Tesla delivered an all-time high 466,140 vehicles in Q2, smashing Wall St expectations of ~447k.Total Q2 production was also an all-time high at 479,700.&nbsp;","text":"$特斯拉(TSLA)$ BREAKING: Tesla delivered an all-time high 466,140 vehicles in Q2, smashing Wall St expectations of ~447k.Total Q2 production was also an all-time high at 479,700.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193678167404712","isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944576961,"gmtCreate":1681974671654,"gmtModify":1681974674240,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>Time to buy at 150","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>Time to buy at 150","text":"$特斯拉(TSLA)$ Time to buy at 150","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944576961","isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948304545,"gmtCreate":1680622152087,"gmtModify":1680622286651,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"A bias writer recruited by short sellers, obviously.","listText":"A bias writer recruited by short sellers, obviously.","text":"A bias writer recruited by short sellers, obviously.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948304545","repostId":"1143129882","repostType":4,"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943531737,"gmtCreate":1679540442129,"gmtModify":1679540446338,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"0\"></v-v>Heading to zero value.&nbsp;","listText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"0\"></v-v>Heading to zero value.&nbsp;","text":"$Coinbase Global, Inc.(COIN)$ Heading to zero value.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943531737","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943266709,"gmtCreate":1679494132802,"gmtModify":1679494135952,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>The whole world is buying NVDA. Catch the train before you regret&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>The whole world is buying NVDA. Catch the train before you regret&nbsp;","text":"$英伟达(NVDA)$ The whole world is buying NVDA. Catch the train before you regret","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943266709","isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943631832,"gmtCreate":1679398358127,"gmtModify":1679398360642,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943631832","repostId":"1121321826","repostType":2,"repost":{"id":"1121321826","pubTimestamp":1679396789,"share":"https://ttm.financial/m/news/1121321826?lang=&edition=fundamental","pubTime":"2023-03-21 19:06","market":"us","language":"zh","title":"2月销量飙升50%，特斯拉在欧洲战场“杀疯了”！","url":"https://stock-news.laohu8.com/highlight/detail?id=1121321826","media":"华尔街见闻","summary":"增速超过欧盟市场上的所有车企。德系车称霸的欧洲，即将被特斯拉高速攻占？当地时间周二，欧洲汽车制造商协会(ACEA)发布的数据显示，特斯拉2月在欧盟国家的新车注册量达到19249辆，较去年同期的1286","content":"<html><head></head><body><blockquote><b>增速超过欧盟市场上的所有车企。</b></blockquote><p>德系车称霸的欧洲，即将被特斯拉高速攻占？</p><p>当地时间周二，欧洲汽车制造商协会(ACEA)发布的数据显示，<b>特斯拉2月在欧盟国家的新车注册量达到19249辆，较去年同期的12860辆增长约49.7%，</b>环比增速为1.73%。</p><p><b>将近50%的增速超过了欧盟市场上的所有车企</b>，1月份，特斯拉的增速不及Stellantis的阿尔法罗密欧和大众汽车的Cupra等品牌。</p><p>数据还显示，特斯拉2月在欧盟乘用车市场的份额为2.4%，高于去年同期的1.8%，<b>但在欧盟纯电汽车市场的份额为19.8%，高于去年同期的18.5%。</b></p><p>特斯拉销量的快速增长主要得益于Model Y。</p><p>从去年11月开始，Model Y连续三个月在欧洲电动汽车销售榜上名列前茅。</p><p>汽车数据分析商JATO Dynamics的数据显示，1月Model Y新车注册量达到7174辆，<b>比第二名雷诺旗下Dacia Spring车型的4242辆高出69%以上。</b></p><p><img src=\"https://static.tigerbbs.com/ff41ed5522859b62f0416abe13a779d2\" tg-width=\"640\" tg-height=\"243\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>而比起销量上的遥遥领先，更引人注意的是第一名和第二名之间巨大的价格差。</p><p>在德国为例，Model Y后轮驱动版价格为44890欧元，长续航版价格为54990欧元，均为Dacia Spring 起售价20490欧元的两倍多。</p><p>另外，Model S和X在中断两年之后开始交付，也推动了特斯拉销量的增长。</p></body></html>","source":"wallstreetcn_api","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月销量飙升50%，特斯拉在欧洲战场“杀疯了”！</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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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月销量飙升50%，特斯拉在欧洲战场“杀疯了”！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-21 19:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3684544><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>增速超过欧盟市场上的所有车企。德系车称霸的欧洲，即将被特斯拉高速攻占？当地时间周二，欧洲汽车制造商协会(ACEA)发布的数据显示，特斯拉2月在欧盟国家的新车注册量达到19249辆，较去年同期的12860辆增长约49.7%，环比增速为1.73%。将近50%的增速超过了欧盟市场上的所有车企，1月份，特斯拉的增速不及Stellantis的阿尔法罗密欧和大众汽车的Cupra等品牌。数据还显示，特斯拉2月在...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3684544\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3684544","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121321826","content_text":"增速超过欧盟市场上的所有车企。德系车称霸的欧洲，即将被特斯拉高速攻占？当地时间周二，欧洲汽车制造商协会(ACEA)发布的数据显示，特斯拉2月在欧盟国家的新车注册量达到19249辆，较去年同期的12860辆增长约49.7%，环比增速为1.73%。将近50%的增速超过了欧盟市场上的所有车企，1月份，特斯拉的增速不及Stellantis的阿尔法罗密欧和大众汽车的Cupra等品牌。数据还显示，特斯拉2月在欧盟乘用车市场的份额为2.4%，高于去年同期的1.8%，但在欧盟纯电汽车市场的份额为19.8%，高于去年同期的18.5%。特斯拉销量的快速增长主要得益于Model Y。从去年11月开始，Model Y连续三个月在欧洲电动汽车销售榜上名列前茅。汽车数据分析商JATO Dynamics的数据显示，1月Model Y新车注册量达到7174辆，比第二名雷诺旗下Dacia Spring车型的4242辆高出69%以上。而比起销量上的遥遥领先，更引人注意的是第一名和第二名之间巨大的价格差。在德国为例，Model Y后轮驱动版价格为44890欧元，长续航版价格为54990欧元，均为Dacia Spring 起售价20490欧元的两倍多。另外，Model S和X在中断两年之后开始交付，也推动了特斯拉销量的增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943893933,"gmtCreate":1679323843322,"gmtModify":1679323847344,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ &nbsp;</a>‌Why Microsoft drop today? Bing (GPT 4.0):&nbsp;According to my sources, The Vanguard Group, BlackRock, and State Street Corporation were among the largest shareholders of SVB Financial Group, which is Silicon Valley Bank’s holding company. They are also the key shareholders for Microsoft. I got the answer.&nbsp;They might clear the profit in Microsoft to offset the loss in SVB.","listText":"‌<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ &nbsp;</a>‌Why Microsoft drop today? Bing (GPT 4.0):&nbsp;According to my sources, The Vanguard Group, BlackRock, and State Street Corporation were among the largest shareholders of SVB Financial Group, which is Silicon Valley Bank’s holding company. They are also the key shareholders for Microsoft. I got the answer.&nbsp;They might clear the profit in Microsoft to offset the loss in SVB.","text":"‌$微软(MSFT)$ ‌Why Microsoft drop today? Bing (GPT 4.0): According to my sources, The Vanguard Group, BlackRock, and State Street Corporation were among the largest shareholders of SVB Financial Group, which is Silicon Valley Bank’s holding company. They are also the key shareholders for Microsoft. I got the answer. They might clear the profit in Microsoft to offset the loss in SVB.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":27,"commentSize":20,"repostSize":0,"link":"https://ttm.financial/post/9943893933","isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943121649,"gmtCreate":1679294989982,"gmtModify":1679294994446,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"Up this week!","listText":"Up this week!","text":"Up this week!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943121649","repostId":"1121675106","repostType":2,"repost":{"id":"1121675106","pubTimestamp":1679293824,"share":"https://ttm.financial/m/news/1121675106?lang=&edition=fundamental","pubTime":"2023-03-20 14:30","market":"us","language":"en","title":"Microsoft: Resiliency Amidst Turmoil Will Be Rewarded","url":"https://stock-news.laohu8.com/highlight/detail?id=1121675106","media":"Seeking Alpha","summary":"SummaryMicrosoft sees a tough road ahead - the market yawns.The company continues to gush cash and r","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Microsoft sees a tough road ahead - the market yawns.</li><li>The company continues to gush cash and reward shareholders with dividends and share repurchases.</li><li>The company maintains a net cash balance sheet and arguably can eventually take on net leverage.</li><li>The stock is trading at reasonable valuations and multiples may expand on account of the strong performance during difficult times.</li></ul><p>Microsoft (NASDAQ: MSFT) is often considered a bellwether for the tech sector and that is evident in its resilient stock price amidst the tech crash. Despite its latest quarter showing decelerating growth and guiding for more of the same, investors have remained loyal - why? It appears that investors are willing to overlook modest growth expectations in the near term on account of the diversified product portfolio, robust cash flows, and generous return of cash to shareholders. MSFT stock may not look obviously cheap, but I expect the ongoing share repurchases and growing dividends to lead to multiple expansion over the long term as the company works through a tough macro environment.</p><p><b>MSFT Stock Price</b></p><p>MSFT stock has fallen slightly from its peak but remains a strong performer over the past few years and decade.</p><p><img src=\"https://static.tigerbbs.com/6c0075559afc8ee0dfbb4589bc11817b\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>The stock is still not obviously cheap here as solid profits appear to be keeping the stock price afloat. I last covered MSFT in November where I rated the stock a buy due to the resilient fundamentals and the stock has returned 27% since then. MSFT remains a quality play as its best comparables may be stocks outside of the tech sector.</p><p><b>MSFT Stock Key Metrics</b></p><p>The most recent quarter showed that even the giant Microsoft is not immune to macro troubles. Revenue growth came in at just 2% (7% constant currency). It was only a couple of quarters prior that management guided fordouble-digit revenue growth for the full year.</p><p><img src=\"https://static.tigerbbs.com/76f44d7e438540b187fdf0ab32652449\" tg-width=\"771\" tg-height=\"357\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FY23 Q2 Slides</p><p>Operating income declined by 8% and net income declined by 12% in spite of the revenue growth. Yet investors might be looking at those numbers optimistically, as many other tech companies have seen greater margin compression as slowing top-line growth followed over-aggressive headcount growth. Amidst recessionary risks, the takeaway is that earnings did not drop by so much at this company - the company continues to gush cash.</p><p>On the conference call, management noted that expense growth mainly came from “investments in cloud engineering, the Nuance acquisition and LinkedIn.” Headcount was 19% higher than a year ago, but grew by less than 1% sequentially. MSFT announced a layoff of 10,000 employees in mid-January.</p><p>The biggest detractor from company performance was unsurprisingly from the “more personal computing” segment as the company had benefited from a pull-forward in demand during the pandemic. Windows OEM revenue declined 39% YOY with search revenue being the lone bright star at 10% growth. Management noted that while the number of PCs shipped declined to pre-pandemic levels in the quarter, the usage intensity remains nearly 10% higher than pre-pandemic levels.</p><p><img src=\"https://static.tigerbbs.com/d9663d64adab6a528e0a2adf774ab404\" tg-width=\"770\" tg-height=\"410\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FY23 Q2 Slides</p><p>Meanwhile, MSFT generated solid 7% growth in “productivity and business processes” which houses its most famous products like Microsoft Office. It is impressive that MSFT continues to sustain double-digit growth (constant currency) in this segment in spite of the large revenue base. This just goes to show the secular tailwinds behind the digital transformation of enterprises.</p><p><img src=\"https://static.tigerbbs.com/2ac6a4aac4207c75642f7eecf0e8f6b1\" tg-width=\"757\" tg-height=\"403\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FY23 Q2 Slides</p><p>The Intelligent Cloud segment led the way with 18% revenue growth (24% constant currency), driven by 31% growth at Azure. I estimate that Azure is generating around $11 billion in quarterly revenue.</p><p><img src=\"https://static.tigerbbs.com/aa81389e0f061c8c9ba322fdb8ab888a\" tg-width=\"780\" tg-height=\"226\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FY23 Q2 Slides</p><p>During the quarter, the company returned $9.7 billion to shareholders through share repurchases and dividends in the quarter. That was 11% less than the amount returned a year prior, as the 8.9% growth in the dividend was more than offset by a 27% reduction in share repurchases. While free cash flow was indeed lower in the quarter, in my view the shortfall may have just been timing issues and I’d expect the company to increase its shareholder returns over the coming year, recession or not. MSFT ended the quarter with $99.5 billion in cash, $7.1 billion in equity investments, and $48 billion in debt. Over time, I can see the company not only monetizing that net cash but also utilizing net leverage.</p><p>Looking ahead, management expects currency fluctuation headwinds to negatively impact revenues by around 3%. LinkedIn is expected to grow at a mid-single-digit pace as it faces headwinds from a slowdown in advertising and hiring. LinkedIn has significant exposure to the tech sector which has undergone avicious round of layoffs across the board.</p><p>Investors are likely most focused on the outlook for Azure. On the call, management stated that they “exited Q2 with Azure growth in the mid-30s in constant currency” and “Q3 growth to decelerate roughly 4 to 5 points in constant currency.” That implies growth of around 30% on a constant currency basis. Judging by how the stock price has reacted since then, investors seemed to have mostly shrugged off that steep projected deceleration. Altogether, management stated that they might miss their previous guidance for revenue growth (as stated above that they had previously been guiding for mid-teens growth) but expect operating margins to remain very steady. It is clear that management wants Wall Street to focus on the resilient earnings power of the company in spite of the macro backdrop, and it appears that they have succeeded in that task.</p><p><b>Is MSFT Stock A Buy, Sell, or Hold?</b></p><p>At around 30x forward earnings, MSFT might not seem that cheap. However, one must also remember that the S&amp;P 500 istrading at around 21x earnings and MSFT is expected to grow at an above-market pace over the coming years.</p><p><img src=\"https://static.tigerbbs.com/5e5d87e2e70e342fd7145acf869630b4\" tg-width=\"640\" tg-height=\"164\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>Amidst the carnage in the tech sector, it bears reminding ourselves that tech companies possess attractive unit economics as each incremental customer comes with minimal costs. That means that in theory, net income should eventually grow much faster than revenue once operating leverage takes hold.</p><p>In the absence of any changes in the valuation multiple, I could see MSFT delivering double-digit returns from here based on projected earnings growth and the roughly 3.3% earnings yield. Yet I could also see some potential for multiple expansion upon a recovery in economic conditions and the tech sector, as the company’s strong financial results during this difficult time may help investors see the company as being closer to a consumer staple in terms of financial stability. For reference, the stocks of Pepsi (PEP) or Coca-Cola (KO) trade at price to earnings growth ratios (‘PEG ratio’) around 5x, a steep premium to the roughly 1.5x PEG ratio that MSFT trades at. One must also consider the company&#39;s recent push to boost their Bing search engine with artificial intelligence. MSFT might earn$2 billion in incremental revenuefor every percentage gain in search market share. It is unclear how long it may take for market share gains to take place, if at all, but I wouldn&#39;t be surprised if the mere potential for it proves to be a catalyst for multiple expansion.</p><p>What are the key risks? MSFT is trading at some premium to tech peers - Alphabet (GOOGL) for instance is trading at only 20x forward earnings. Yes, one could make the argument that enterprise tech revenues should prove more resilient than online advertising revenues, but in exchange for greater volatility I still expect GOOGL to sustain stronger growth rates over the long term. The uncertain macro environment may cause the company to underperform projected growth, which may call into question the valuation premium as that seems to be assigned based on perceived safety. While the company remains highly profitable and has a net cash balance sheet, it is unclear how the stock will react in the near term following such disappointing news. A potentially underappreciated risk is that of disruption. MSFT seems to be often thought of as a disruptor in enterprise tech, similar with Amazon (AMZN) in e-commerce. The idea is that MSFT is a mega-cap tech company with deep pockets and can overtake any leader in any tech industry that it enters. As someone who closely follows the tech sector, I have a differing opinion than this consensus view - one need only to try comparing the experience of Microsoft Teams versus Zoom Video (ZM) to get anecdotal evidence for why. It is possible that MSFT’s slowing growth rates are not only due to macro pressures but also due to losing market share to more nimble competitors - though at present I find this unlikely as the digital transformation growth story has more legs to it. As discussed with subscribers, I view a carefully chosen portfolio of undervalued tech stocks as being the best way to position for a recovery in the tech sector. MSFT can fit right in with such a portfolio as a higher quality allocation on account of the resilient profitability and GARP valuation.</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>Microsoft: Resiliency Amidst Turmoil Will Be Rewarded</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\">\nMicrosoft: Resiliency Amidst Turmoil Will Be Rewarded\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-20 14:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4588528-microsoft-resiliency-amidst-turmoil-will-be-rewarded><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMicrosoft sees a tough road ahead - the market yawns.The company continues to gush cash and reward shareholders with dividends and share repurchases.The company maintains a net cash balance ...</p>\n\n<a href=\"https://seekingalpha.com/article/4588528-microsoft-resiliency-amidst-turmoil-will-be-rewarded\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4588528-microsoft-resiliency-amidst-turmoil-will-be-rewarded","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1121675106","content_text":"SummaryMicrosoft sees a tough road ahead - the market yawns.The company continues to gush cash and reward shareholders with dividends and share repurchases.The company maintains a net cash balance sheet and arguably can eventually take on net leverage.The stock is trading at reasonable valuations and multiples may expand on account of the strong performance during difficult times.Microsoft (NASDAQ: MSFT) is often considered a bellwether for the tech sector and that is evident in its resilient stock price amidst the tech crash. Despite its latest quarter showing decelerating growth and guiding for more of the same, investors have remained loyal - why? It appears that investors are willing to overlook modest growth expectations in the near term on account of the diversified product portfolio, robust cash flows, and generous return of cash to shareholders. MSFT stock may not look obviously cheap, but I expect the ongoing share repurchases and growing dividends to lead to multiple expansion over the long term as the company works through a tough macro environment.MSFT Stock PriceMSFT stock has fallen slightly from its peak but remains a strong performer over the past few years and decade.Data by YChartsThe stock is still not obviously cheap here as solid profits appear to be keeping the stock price afloat. I last covered MSFT in November where I rated the stock a buy due to the resilient fundamentals and the stock has returned 27% since then. MSFT remains a quality play as its best comparables may be stocks outside of the tech sector.MSFT Stock Key MetricsThe most recent quarter showed that even the giant Microsoft is not immune to macro troubles. Revenue growth came in at just 2% (7% constant currency). It was only a couple of quarters prior that management guided fordouble-digit revenue growth for the full year.FY23 Q2 SlidesOperating income declined by 8% and net income declined by 12% in spite of the revenue growth. Yet investors might be looking at those numbers optimistically, as many other tech companies have seen greater margin compression as slowing top-line growth followed over-aggressive headcount growth. Amidst recessionary risks, the takeaway is that earnings did not drop by so much at this company - the company continues to gush cash.On the conference call, management noted that expense growth mainly came from “investments in cloud engineering, the Nuance acquisition and LinkedIn.” Headcount was 19% higher than a year ago, but grew by less than 1% sequentially. MSFT announced a layoff of 10,000 employees in mid-January.The biggest detractor from company performance was unsurprisingly from the “more personal computing” segment as the company had benefited from a pull-forward in demand during the pandemic. Windows OEM revenue declined 39% YOY with search revenue being the lone bright star at 10% growth. Management noted that while the number of PCs shipped declined to pre-pandemic levels in the quarter, the usage intensity remains nearly 10% higher than pre-pandemic levels.FY23 Q2 SlidesMeanwhile, MSFT generated solid 7% growth in “productivity and business processes” which houses its most famous products like Microsoft Office. It is impressive that MSFT continues to sustain double-digit growth (constant currency) in this segment in spite of the large revenue base. This just goes to show the secular tailwinds behind the digital transformation of enterprises.FY23 Q2 SlidesThe Intelligent Cloud segment led the way with 18% revenue growth (24% constant currency), driven by 31% growth at Azure. I estimate that Azure is generating around $11 billion in quarterly revenue.FY23 Q2 SlidesDuring the quarter, the company returned $9.7 billion to shareholders through share repurchases and dividends in the quarter. That was 11% less than the amount returned a year prior, as the 8.9% growth in the dividend was more than offset by a 27% reduction in share repurchases. While free cash flow was indeed lower in the quarter, in my view the shortfall may have just been timing issues and I’d expect the company to increase its shareholder returns over the coming year, recession or not. MSFT ended the quarter with $99.5 billion in cash, $7.1 billion in equity investments, and $48 billion in debt. Over time, I can see the company not only monetizing that net cash but also utilizing net leverage.Looking ahead, management expects currency fluctuation headwinds to negatively impact revenues by around 3%. LinkedIn is expected to grow at a mid-single-digit pace as it faces headwinds from a slowdown in advertising and hiring. LinkedIn has significant exposure to the tech sector which has undergone avicious round of layoffs across the board.Investors are likely most focused on the outlook for Azure. On the call, management stated that they “exited Q2 with Azure growth in the mid-30s in constant currency” and “Q3 growth to decelerate roughly 4 to 5 points in constant currency.” That implies growth of around 30% on a constant currency basis. Judging by how the stock price has reacted since then, investors seemed to have mostly shrugged off that steep projected deceleration. Altogether, management stated that they might miss their previous guidance for revenue growth (as stated above that they had previously been guiding for mid-teens growth) but expect operating margins to remain very steady. It is clear that management wants Wall Street to focus on the resilient earnings power of the company in spite of the macro backdrop, and it appears that they have succeeded in that task.Is MSFT Stock A Buy, Sell, or Hold?At around 30x forward earnings, MSFT might not seem that cheap. However, one must also remember that the S&P 500 istrading at around 21x earnings and MSFT is expected to grow at an above-market pace over the coming years.Seeking AlphaAmidst the carnage in the tech sector, it bears reminding ourselves that tech companies possess attractive unit economics as each incremental customer comes with minimal costs. That means that in theory, net income should eventually grow much faster than revenue once operating leverage takes hold.In the absence of any changes in the valuation multiple, I could see MSFT delivering double-digit returns from here based on projected earnings growth and the roughly 3.3% earnings yield. Yet I could also see some potential for multiple expansion upon a recovery in economic conditions and the tech sector, as the company’s strong financial results during this difficult time may help investors see the company as being closer to a consumer staple in terms of financial stability. For reference, the stocks of Pepsi (PEP) or Coca-Cola (KO) trade at price to earnings growth ratios (‘PEG ratio’) around 5x, a steep premium to the roughly 1.5x PEG ratio that MSFT trades at. One must also consider the company's recent push to boost their Bing search engine with artificial intelligence. MSFT might earn$2 billion in incremental revenuefor every percentage gain in search market share. It is unclear how long it may take for market share gains to take place, if at all, but I wouldn't be surprised if the mere potential for it proves to be a catalyst for multiple expansion.What are the key risks? MSFT is trading at some premium to tech peers - Alphabet (GOOGL) for instance is trading at only 20x forward earnings. Yes, one could make the argument that enterprise tech revenues should prove more resilient than online advertising revenues, but in exchange for greater volatility I still expect GOOGL to sustain stronger growth rates over the long term. The uncertain macro environment may cause the company to underperform projected growth, which may call into question the valuation premium as that seems to be assigned based on perceived safety. While the company remains highly profitable and has a net cash balance sheet, it is unclear how the stock will react in the near term following such disappointing news. A potentially underappreciated risk is that of disruption. MSFT seems to be often thought of as a disruptor in enterprise tech, similar with Amazon (AMZN) in e-commerce. The idea is that MSFT is a mega-cap tech company with deep pockets and can overtake any leader in any tech industry that it enters. As someone who closely follows the tech sector, I have a differing opinion than this consensus view - one need only to try comparing the experience of Microsoft Teams versus Zoom Video (ZM) to get anecdotal evidence for why. It is possible that MSFT’s slowing growth rates are not only due to macro pressures but also due to losing market share to more nimble competitors - though at present I find this unlikely as the digital transformation growth story has more legs to it. As discussed with subscribers, I view a carefully chosen portfolio of undervalued tech stocks as being the best way to position for a recovery in the tech sector. MSFT can fit right in with such a portfolio as a higher quality allocation on account of the resilient profitability and GARP valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957622604,"gmtCreate":1677229587709,"gmtModify":1677229590118,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>220","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>220","text":"$特斯拉(TSLA)$ 220","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957622604","repostId":"2313873873","repostType":2,"repost":{"id":"2313873873","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1002821290","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1677227711,"share":"https://ttm.financial/m/news/2313873873?lang=&edition=fundamental","pubTime":"2023-02-24 16:35","market":"sh","language":"zh","title":"【券商聚焦】摩根士丹利：予特斯拉(TSLA)买入评级 目标价220美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2313873873","media":"凤凰网港股","summary":"摩根士丹利分析师给予特斯拉(TSLA)股票“买入”评级，目标价220美元。分析师预计，特斯拉在3月1日投资者日上，将以超低价推出一套技术，以助于推广电动车大规模采用，这将是“特斯拉宏图第三章”的一大关键。其指出，本次特斯拉投资者日很可能影响市场对其他品牌电动车的看法（以及最终估值）。","content":"<html><body><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师给予<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)股票“买入”评级，目标价220美元。分析师预计，特斯拉在3月1日投资者日上，将以超低价推出一套技术，以助于推广电动车大规模采用，这将是“特斯拉宏图第三章”的一大关键。其指出，本次特斯拉投资者日很可能影响市场对其他品牌电动车的看法（以及最终估值）。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【券商聚焦】摩根士丹利：予特斯拉(TSLA)买入评级 目标价220美元</title>\n<style 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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【券商聚焦】摩根士丹利：予特斯拉(TSLA)买入评级 目标价220美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002821290\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2023-02-24 16:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师给予<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)股票“买入”评级，目标价220美元。分析师预计，特斯拉在3月1日投资者日上，将以超低价推出一套技术，以助于推广电动车大规模采用，这将是“特斯拉宏图第三章”的一大关键。其指出，本次特斯拉投资者日很可能影响市场对其他品牌电动车的看法（以及最终估值）。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=ada6eb5200100ab1d0f3c5a38a0859bb","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313873873","content_text":"摩根士丹利分析师给予特斯拉(TSLA)股票“买入”评级，目标价220美元。分析师预计，特斯拉在3月1日投资者日上，将以超低价推出一套技术，以助于推广电动车大规模采用，这将是“特斯拉宏图第三章”的一大关键。其指出，本次特斯拉投资者日很可能影响市场对其他品牌电动车的看法（以及最终估值）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957334021,"gmtCreate":1676990547364,"gmtModify":1676990550428,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a 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href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922873493","isVote":2,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"vote":{"id":2437,"gmtBegin":1671750194712,"gmtEnd":1672354808820,"type":1,"upper":1,"title":"他说从今到2025年不会卖股，你相信吗？","choices":[{"id":9255,"sort":1,"name":"相信","userSize":0,"voted":false},{"id":9256,"sort":2,"name":"信他的鬼话！","userSize":2,"voted":false}]},"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928335476,"gmtCreate":1671190858595,"gmtModify":1676538506305,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>New business- Tesla Electric!&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>New business- Tesla Electric!&nbsp;","text":"$特斯拉(TSLA)$ New business- Tesla Electric!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928335476","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968959976,"gmtCreate":1669107255395,"gmtModify":1676538153059,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Rebound time!","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Rebound time!","text":"$特斯拉(TSLA)$ Rebound time!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968959976","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9943893933,"gmtCreate":1679323843322,"gmtModify":1679323847344,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ &nbsp;</a>‌Why Microsoft drop today? Bing (GPT 4.0):&nbsp;According to my sources, The Vanguard Group, BlackRock, and State Street Corporation were among the largest shareholders of SVB Financial Group, which is Silicon Valley Bank’s holding company. They are also the key shareholders for Microsoft. I got the answer.&nbsp;They might clear the profit in Microsoft to offset the loss in SVB.","listText":"‌<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ &nbsp;</a>‌Why Microsoft drop today? Bing (GPT 4.0):&nbsp;According to my sources, The Vanguard Group, BlackRock, and State Street Corporation were among the largest shareholders of SVB Financial Group, which is Silicon Valley Bank’s holding company. They are also the key shareholders for Microsoft. I got the answer.&nbsp;They might clear the profit in Microsoft to offset the loss in SVB.","text":"‌$微软(MSFT)$ ‌Why Microsoft drop today? Bing (GPT 4.0): According to my sources, The Vanguard Group, BlackRock, and State Street Corporation were among the largest shareholders of SVB Financial Group, which is Silicon Valley Bank’s holding company. They are also the key shareholders for Microsoft. I got the answer. They might clear the profit in Microsoft to offset the loss in SVB.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":27,"commentSize":20,"repostSize":0,"link":"https://ttm.financial/post/9943893933","isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051636008,"gmtCreate":1654679061704,"gmtModify":1676535490913,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>Slowly, investors will know this is a gold as the number of users is keep increasing. The more volatile of the market, the more transactions will be.","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>Slowly, investors will know this is a gold as the number of users is keep increasing. The more volatile of the market, the more transactions will be.","text":"$老虎证券(TIGR)$Slowly, investors will know this is a gold as the number of users is keep increasing. The more volatile of the market, the more transactions will be.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051636008","isVote":1,"tweetType":1,"viewCount":1221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948304545,"gmtCreate":1680622152087,"gmtModify":1680622286651,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"A bias writer recruited by short sellers, obviously.","listText":"A bias writer recruited by short sellers, obviously.","text":"A bias writer recruited by short sellers, obviously.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948304545","repostId":"1143129882","repostType":4,"repost":{"id":"1143129882","pubTimestamp":1680618277,"share":"https://ttm.financial/m/news/1143129882?lang=&edition=fundamental","pubTime":"2023-04-04 22:24","market":"us","language":"en","title":"Tesla Obviously Had A Disappointing Quarter, Expect More Pain","url":"https://stock-news.laohu8.com/highlight/detail?id=1143129882","media":"Seeking Alpha","summary":"SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Tesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.</p></li><li><p>The company is rapidly seeing increased competition from both new companies at the top end and existing car companies ramping up production.</p></li><li><p>We see 2023 as a transition year, as other companies ramp up their production. That should cause Tesla&#39;s margins to decline, hurting the company&#39;s profits.</p></li><li><p>Regardless of the company&#39;s margins, it&#39;s already severely overvalued in a variety of margins, making it a poor investment.</p></li></ul><p>Tesla, Inc. (NASDAQ: TSLA) stock dropped more than 6% Monday after the company&#39;s recent press release once again raised concerns that additional price cuts are in the future. That&#39;s despite the company&#39;s strong 25.9% gross margins, which investors point to as evidence of the company&#39;s financial strength and unique pricing power.</p><h2 style=\"text-align: left;\">Tesla&#39;s Q1 2023 Deliveries</h2><p style=\"text-align: left;\">Tesla achieved strong deliveries in the first quarter. However, the company produced more than it delivered.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f89508063ee9dc35033f4fd24a35b9a6\" alt=\"Tesla Press Release\" title=\"Tesla Press Release\" tg-width=\"640\" tg-height=\"248\"/><span>Tesla Press Release</span></p><p style=\"text-align: left;\"><strong>Tesla Press Release</strong></p><p style=\"text-align: left;\">The company produced just under 441 thousand vehicles in the first quarter and managed to deliver about 95% of them. QoQ Model S/X, the company&#39;s high-end vehicle, saw production only drop 5%, but deliveries crumpled by almost 40%. That shows a lack of demand for the company&#39;s top-end vehicles, especially with price cuts.</p><p style=\"text-align: left;\">We expect Model S/X deliveries and demand to remain muted as high-margin competition arrives first through new companies such as Rivian (RIVN), Polestar (PSNY), and Lucid (LCID) along with established companies like BMW (OTCPK: BMWYY) and Mercedes (OTCPK: MBGAF). That lines up with our expectation that Tesla would see competition first at the top end of its portfolio, the same place that Tesla was able to start.</p><h2 style=\"text-align: left;\">Tesla&#39;s Pricing Cuts</h2><p style=\"text-align: left;\">The top story for Tesla has been the company&#39;s continued price cuts on its vehicles.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9cf899accf0819a015e8201c816249ca\" alt=\"USA Today\" title=\"USA Today\" tg-width=\"640\" tg-height=\"209\"/><span>USA Today</span></p><p style=\"text-align: left;\"><strong>USA Today</strong></p><p style=\"text-align: left;\">Tesla cut the prices of its vehicles by as much as 20% in January, and in March it cut the prices of its Model S and X between 4-9%. The company has record margins, but the more it needs to cut prices, the more that it cuts into those margins. Unfortunately for Tesla, even if it&#39;s better than the competition, new competition lowers margins.</p><p style=\"text-align: left;\">That can be seen in classic carmakers. Toyota (TM) and Honda (HMC) are widely considered to have the best reliability, and yet they don&#39;t dominate the entire market. There&#39;s other competition and pricing pressure. That&#39;s worth paying close attention to as an investor.</p><h2 style=\"text-align: left;\">Tesla&#39;s Rising Competition</h2><p style=\"text-align: left;\">Tesla is facing rising competition from its market share even as vehicle production goes up.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cba9cabe9bbaa012d768e578318aea6\" alt=\"Inside EVs\" title=\"Inside EVs\" tg-width=\"640\" tg-height=\"235\"/><span>Inside EVs</span></p><p style=\"text-align: left;\"><strong>Inside EVs</strong></p><p style=\"text-align: left;\">Tesla&#39;s registrations went up 34% YoY as the U.S. market faced more competition versus last year. Significant U.S. competition also caused the market to grow slower than the global markets. The company now has a 57% market share, with its second-largest competitor Chevrolet (GM) having an 8.5% share and Ford having a 7.7% share.</p><p style=\"text-align: left;\">We expect the company&#39;s competition to continue increasing its share. Rivian, for example, increased its market share by almost 300% YoY. It&#39;s also worth noting that Tesla likely saw an uptick in demand from its price increases, an uptick in demand that we don&#39;t expect to continue.</p><h2 style=\"text-align: left;\">2023 - A Tesla Transition Year</h2><p style=\"text-align: left;\">2023 is a transition year for Tesla. The company&#39;s competitors have come up with their models, and they&#39;re working to rapidly ramp up production.</p><p style=\"text-align: left;\">Rivian expects to produce 50 thousand vehicles in 2023, double 2022. Ford (F) plans to exit 2023 at more than 360 thousand vehicles/year in production, up from just under 62 thousand in 2022. Lucid is aiming to produce 12 thousand vehicles in 2023. Polestar is aiming to hit 80 thousand vehicles in 2023, up from 50 thousand in 2022.</p><p style=\"text-align: left;\">BMW is looking to triple its EV production in 2023 to almost 50 thousand vehicles. Each of these vehicles, especially on the upper end, will push down Tesla&#39;s margins substantially. That could hurt its ability to justify its valuations. Assuming its margins drop, that could crater its share price, by showing the market how overvalued the company is.</p><p style=\"text-align: left;\">At the same time, Tesla&#39;s other businesses aren&#39;t anywhere exciting yet. The company&#39;s solar business has a negligible market share, and it&#39;s to-date nowhere near releasing full self-driving. The company&#39;s most exciting business is the megapack, but it needs those battery packs for its own vehicles and its margins on the megapack are lower.</p><h2 style=\"text-align: left;\">Our View</h2><p style=\"text-align: left;\">Tesla is overvalued.</p><p style=\"text-align: left;\">In 2022, the company had $81 billion in revenue, $20 billion in gross profit, and $12.5 billion in net income. The company has a market capitalization of more than $600 billion. That&#39;s a P/E of 50 on net income, or 30 on gross profits. The company did manage to grow profits 50% YoY but as we discussed above we expect margins to drop.</p><p style=\"text-align: left;\">That could hurt the company&#39;s ability to justify its valuation substantially and cause its share price to decline.</p><h2 style=\"text-align: left;\">Thesis Risk</h2><p style=\"text-align: left;\">The largest risk to our thesis is Tesla&#39;s value as an independent brand. Assuming the company remains popular, and demand remains high, higher margins could result in higher profits. Even in that case, we don&#39;t see the company managing to justify its valuation. However, it&#39;s worth paying close attention to.</p><h2 style=\"text-align: left;\">Conclusion</h2><p style=\"text-align: left;\">Tesla, Inc. is dramatically overvalued. The company is trading at 8x sales and 50x net income. The company is supported by its strong margins, but new competition is rapidly ramping up its production, with most companies expecting to double to triple production in 2023. At a minimum, that will put strong pressure on margins.</p><p style=\"text-align: left;\">We expect that pressure on margins to cause Tesla, Inc.&#39;s profits to drop substantially. That&#39;s even when counting the company&#39;s 50% annualized anticipated production growth. We expect the company&#39;s market share to continue to decline. As a result, we recommend against investing in Tesla, Inc. stock for the long run.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Obviously Had A Disappointing Quarter, Expect More Pain</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Obviously Had A Disappointing Quarter, Expect More Pain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-04 22:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.The company is rapidly seeing increased competition from both new companies at the top end ...</p>\n\n<a href=\"https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1143129882","content_text":"SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.The company is rapidly seeing increased competition from both new companies at the top end and existing car companies ramping up production.We see 2023 as a transition year, as other companies ramp up their production. That should cause Tesla's margins to decline, hurting the company's profits.Regardless of the company's margins, it's already severely overvalued in a variety of margins, making it a poor investment.Tesla, Inc. (NASDAQ: TSLA) stock dropped more than 6% Monday after the company's recent press release once again raised concerns that additional price cuts are in the future. That's despite the company's strong 25.9% gross margins, which investors point to as evidence of the company's financial strength and unique pricing power.Tesla's Q1 2023 DeliveriesTesla achieved strong deliveries in the first quarter. However, the company produced more than it delivered.Tesla Press ReleaseTesla Press ReleaseThe company produced just under 441 thousand vehicles in the first quarter and managed to deliver about 95% of them. QoQ Model S/X, the company's high-end vehicle, saw production only drop 5%, but deliveries crumpled by almost 40%. That shows a lack of demand for the company's top-end vehicles, especially with price cuts.We expect Model S/X deliveries and demand to remain muted as high-margin competition arrives first through new companies such as Rivian (RIVN), Polestar (PSNY), and Lucid (LCID) along with established companies like BMW (OTCPK: BMWYY) and Mercedes (OTCPK: MBGAF). That lines up with our expectation that Tesla would see competition first at the top end of its portfolio, the same place that Tesla was able to start.Tesla's Pricing CutsThe top story for Tesla has been the company's continued price cuts on its vehicles.USA TodayUSA TodayTesla cut the prices of its vehicles by as much as 20% in January, and in March it cut the prices of its Model S and X between 4-9%. The company has record margins, but the more it needs to cut prices, the more that it cuts into those margins. Unfortunately for Tesla, even if it's better than the competition, new competition lowers margins.That can be seen in classic carmakers. Toyota (TM) and Honda (HMC) are widely considered to have the best reliability, and yet they don't dominate the entire market. There's other competition and pricing pressure. That's worth paying close attention to as an investor.Tesla's Rising CompetitionTesla is facing rising competition from its market share even as vehicle production goes up.Inside EVsInside EVsTesla's registrations went up 34% YoY as the U.S. market faced more competition versus last year. Significant U.S. competition also caused the market to grow slower than the global markets. The company now has a 57% market share, with its second-largest competitor Chevrolet (GM) having an 8.5% share and Ford having a 7.7% share.We expect the company's competition to continue increasing its share. Rivian, for example, increased its market share by almost 300% YoY. It's also worth noting that Tesla likely saw an uptick in demand from its price increases, an uptick in demand that we don't expect to continue.2023 - A Tesla Transition Year2023 is a transition year for Tesla. The company's competitors have come up with their models, and they're working to rapidly ramp up production.Rivian expects to produce 50 thousand vehicles in 2023, double 2022. Ford (F) plans to exit 2023 at more than 360 thousand vehicles/year in production, up from just under 62 thousand in 2022. Lucid is aiming to produce 12 thousand vehicles in 2023. Polestar is aiming to hit 80 thousand vehicles in 2023, up from 50 thousand in 2022.BMW is looking to triple its EV production in 2023 to almost 50 thousand vehicles. Each of these vehicles, especially on the upper end, will push down Tesla's margins substantially. That could hurt its ability to justify its valuations. Assuming its margins drop, that could crater its share price, by showing the market how overvalued the company is.At the same time, Tesla's other businesses aren't anywhere exciting yet. The company's solar business has a negligible market share, and it's to-date nowhere near releasing full self-driving. The company's most exciting business is the megapack, but it needs those battery packs for its own vehicles and its margins on the megapack are lower.Our ViewTesla is overvalued.In 2022, the company had $81 billion in revenue, $20 billion in gross profit, and $12.5 billion in net income. The company has a market capitalization of more than $600 billion. That's a P/E of 50 on net income, or 30 on gross profits. The company did manage to grow profits 50% YoY but as we discussed above we expect margins to drop.That could hurt the company's ability to justify its valuation substantially and cause its share price to decline.Thesis RiskThe largest risk to our thesis is Tesla's value as an independent brand. Assuming the company remains popular, and demand remains high, higher margins could result in higher profits. Even in that case, we don't see the company managing to justify its valuation. However, it's worth paying close attention to.ConclusionTesla, Inc. is dramatically overvalued. The company is trading at 8x sales and 50x net income. The company is supported by its strong margins, but new competition is rapidly ramping up its production, with most companies expecting to double to triple production in 2023. At a minimum, that will put strong pressure on margins.We expect that pressure on margins to cause Tesla, Inc.'s profits to drop substantially. That's even when counting the company's 50% annualized anticipated production growth. We expect the company's market share to continue to decline. As a result, we recommend against investing in Tesla, Inc. stock for the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193678167404712,"gmtCreate":1688314358938,"gmtModify":1688314362521,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>BREAKING: Tesla delivered an all-time high 466,140 vehicles in Q2, smashing Wall St expectations of ~447k.Total Q2 production was also an all-time high at 479,700.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>BREAKING: Tesla delivered an all-time high 466,140 vehicles in Q2, smashing Wall St expectations of ~447k.Total Q2 production was also an all-time high at 479,700.&nbsp;","text":"$特斯拉(TSLA)$ BREAKING: Tesla delivered an all-time high 466,140 vehicles in Q2, smashing Wall St expectations of ~447k.Total Q2 production was also an all-time high at 479,700.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193678167404712","isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957622604,"gmtCreate":1677229587709,"gmtModify":1677229590118,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>220","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>220","text":"$特斯拉(TSLA)$ 220","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957622604","repostId":"2313873873","repostType":2,"repost":{"id":"2313873873","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1002821290","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1677227711,"share":"https://ttm.financial/m/news/2313873873?lang=&edition=fundamental","pubTime":"2023-02-24 16:35","market":"sh","language":"zh","title":"【券商聚焦】摩根士丹利：予特斯拉(TSLA)买入评级 目标价220美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2313873873","media":"凤凰网港股","summary":"摩根士丹利分析师给予特斯拉(TSLA)股票“买入”评级，目标价220美元。分析师预计，特斯拉在3月1日投资者日上，将以超低价推出一套技术，以助于推广电动车大规模采用，这将是“特斯拉宏图第三章”的一大关键。其指出，本次特斯拉投资者日很可能影响市场对其他品牌电动车的看法（以及最终估值）。","content":"<html><body><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师给予<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)股票“买入”评级，目标价220美元。分析师预计，特斯拉在3月1日投资者日上，将以超低价推出一套技术，以助于推广电动车大规模采用，这将是“特斯拉宏图第三章”的一大关键。其指出，本次特斯拉投资者日很可能影响市场对其他品牌电动车的看法（以及最终估值）。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【券商聚焦】摩根士丹利：予特斯拉(TSLA)买入评级 目标价220美元</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【券商聚焦】摩根士丹利：予特斯拉(TSLA)买入评级 目标价220美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002821290\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2023-02-24 16:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师给予<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)股票“买入”评级，目标价220美元。分析师预计，特斯拉在3月1日投资者日上，将以超低价推出一套技术，以助于推广电动车大规模采用，这将是“特斯拉宏图第三章”的一大关键。其指出，本次特斯拉投资者日很可能影响市场对其他品牌电动车的看法（以及最终估值）。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=ada6eb5200100ab1d0f3c5a38a0859bb","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313873873","content_text":"摩根士丹利分析师给予特斯拉(TSLA)股票“买入”评级，目标价220美元。分析师预计，特斯拉在3月1日投资者日上，将以超低价推出一套技术，以助于推广电动车大规模采用，这将是“特斯拉宏图第三章”的一大关键。其指出，本次特斯拉投资者日很可能影响市场对其他品牌电动车的看法（以及最终估值）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":210222982500440,"gmtCreate":1692346288405,"gmtModify":1692346290975,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"0\"></v-v>10 is good entry point&nbsp;","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"0\"></v-v>10 is good entry point&nbsp;","text":"$Sea Ltd(SE)$ 10 is good entry point","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/210222982500440","isVote":1,"tweetType":1,"viewCount":788,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574235684095683","authorId":"3574235684095683","name":"Kacudah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3574235684095683","authorIdStr":"3574235684095683"},"content":"Nahh too high i hope it goes to $1 like citibank in 2008🤭","text":"Nahh too high i hope it goes to $1 like citibank in 2008🤭","html":"Nahh too high i hope it goes to $1 like citibank in 2008🤭"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209199889891352,"gmtCreate":1692111175079,"gmtModify":1692111177860,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"0\"></v-v>buy at 20","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"0\"></v-v>buy at 20","text":"$Sea Ltd(SE)$ buy at 20","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209199889891352","isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943531737,"gmtCreate":1679540442129,"gmtModify":1679540446338,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"0\"></v-v>Heading to zero value.&nbsp;","listText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"0\"></v-v>Heading to zero value.&nbsp;","text":"$Coinbase Global, Inc.(COIN)$ Heading to zero value.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943531737","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943266709,"gmtCreate":1679494132802,"gmtModify":1679494135952,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>The whole world is buying NVDA. Catch the train before you regret&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>The whole world is buying NVDA. Catch the train before you regret&nbsp;","text":"$英伟达(NVDA)$ The whole world is buying NVDA. Catch the train before you regret","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943266709","isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943631832,"gmtCreate":1679398358127,"gmtModify":1679398360642,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943631832","repostId":"1121321826","repostType":2,"repost":{"id":"1121321826","pubTimestamp":1679396789,"share":"https://ttm.financial/m/news/1121321826?lang=&edition=fundamental","pubTime":"2023-03-21 19:06","market":"us","language":"zh","title":"2月销量飙升50%，特斯拉在欧洲战场“杀疯了”！","url":"https://stock-news.laohu8.com/highlight/detail?id=1121321826","media":"华尔街见闻","summary":"增速超过欧盟市场上的所有车企。德系车称霸的欧洲，即将被特斯拉高速攻占？当地时间周二，欧洲汽车制造商协会(ACEA)发布的数据显示，特斯拉2月在欧盟国家的新车注册量达到19249辆，较去年同期的1286","content":"<html><head></head><body><blockquote><b>增速超过欧盟市场上的所有车企。</b></blockquote><p>德系车称霸的欧洲，即将被特斯拉高速攻占？</p><p>当地时间周二，欧洲汽车制造商协会(ACEA)发布的数据显示，<b>特斯拉2月在欧盟国家的新车注册量达到19249辆，较去年同期的12860辆增长约49.7%，</b>环比增速为1.73%。</p><p><b>将近50%的增速超过了欧盟市场上的所有车企</b>，1月份，特斯拉的增速不及Stellantis的阿尔法罗密欧和大众汽车的Cupra等品牌。</p><p>数据还显示，特斯拉2月在欧盟乘用车市场的份额为2.4%，高于去年同期的1.8%，<b>但在欧盟纯电汽车市场的份额为19.8%，高于去年同期的18.5%。</b></p><p>特斯拉销量的快速增长主要得益于Model Y。</p><p>从去年11月开始，Model Y连续三个月在欧洲电动汽车销售榜上名列前茅。</p><p>汽车数据分析商JATO Dynamics的数据显示，1月Model Y新车注册量达到7174辆，<b>比第二名雷诺旗下Dacia Spring车型的4242辆高出69%以上。</b></p><p><img src=\"https://static.tigerbbs.com/ff41ed5522859b62f0416abe13a779d2\" tg-width=\"640\" tg-height=\"243\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>而比起销量上的遥遥领先，更引人注意的是第一名和第二名之间巨大的价格差。</p><p>在德国为例，Model Y后轮驱动版价格为44890欧元，长续航版价格为54990欧元，均为Dacia Spring 起售价20490欧元的两倍多。</p><p>另外，Model S和X在中断两年之后开始交付，也推动了特斯拉销量的增长。</p></body></html>","source":"wallstreetcn_api","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月销量飙升50%，特斯拉在欧洲战场“杀疯了”！</title>\n<style 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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月销量飙升50%，特斯拉在欧洲战场“杀疯了”！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-21 19:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3684544><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>增速超过欧盟市场上的所有车企。德系车称霸的欧洲，即将被特斯拉高速攻占？当地时间周二，欧洲汽车制造商协会(ACEA)发布的数据显示，特斯拉2月在欧盟国家的新车注册量达到19249辆，较去年同期的12860辆增长约49.7%，环比增速为1.73%。将近50%的增速超过了欧盟市场上的所有车企，1月份，特斯拉的增速不及Stellantis的阿尔法罗密欧和大众汽车的Cupra等品牌。数据还显示，特斯拉2月在...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3684544\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3684544","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121321826","content_text":"增速超过欧盟市场上的所有车企。德系车称霸的欧洲，即将被特斯拉高速攻占？当地时间周二，欧洲汽车制造商协会(ACEA)发布的数据显示，特斯拉2月在欧盟国家的新车注册量达到19249辆，较去年同期的12860辆增长约49.7%，环比增速为1.73%。将近50%的增速超过了欧盟市场上的所有车企，1月份，特斯拉的增速不及Stellantis的阿尔法罗密欧和大众汽车的Cupra等品牌。数据还显示，特斯拉2月在欧盟乘用车市场的份额为2.4%，高于去年同期的1.8%，但在欧盟纯电汽车市场的份额为19.8%，高于去年同期的18.5%。特斯拉销量的快速增长主要得益于Model Y。从去年11月开始，Model Y连续三个月在欧洲电动汽车销售榜上名列前茅。汽车数据分析商JATO Dynamics的数据显示，1月Model Y新车注册量达到7174辆，比第二名雷诺旗下Dacia Spring车型的4242辆高出69%以上。而比起销量上的遥遥领先，更引人注意的是第一名和第二名之间巨大的价格差。在德国为例，Model Y后轮驱动版价格为44890欧元，长续航版价格为54990欧元，均为Dacia Spring 起售价20490欧元的两倍多。另外，Model S和X在中断两年之后开始交付，也推动了特斯拉销量的增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239978907705536,"gmtCreate":1699607741383,"gmtModify":1699607745611,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>Biden VS Elon&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>Biden VS Elon&nbsp;","text":"$特斯拉(TSLA)$ Biden VS Elon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239978907705536","isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944576961,"gmtCreate":1681974671654,"gmtModify":1681974674240,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>Time to buy at 150","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>Time to buy at 150","text":"$特斯拉(TSLA)$ Time to buy at 150","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944576961","isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943121649,"gmtCreate":1679294989982,"gmtModify":1679294994446,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"Up this week!","listText":"Up this week!","text":"Up this week!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943121649","repostId":"1121675106","repostType":2,"repost":{"id":"1121675106","pubTimestamp":1679293824,"share":"https://ttm.financial/m/news/1121675106?lang=&edition=fundamental","pubTime":"2023-03-20 14:30","market":"us","language":"en","title":"Microsoft: Resiliency Amidst Turmoil Will Be Rewarded","url":"https://stock-news.laohu8.com/highlight/detail?id=1121675106","media":"Seeking Alpha","summary":"SummaryMicrosoft sees a tough road ahead - the market yawns.The company continues to gush cash and r","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Microsoft sees a tough road ahead - the market yawns.</li><li>The company continues to gush cash and reward shareholders with dividends and share repurchases.</li><li>The company maintains a net cash balance sheet and arguably can eventually take on net leverage.</li><li>The stock is trading at reasonable valuations and multiples may expand on account of the strong performance during difficult times.</li></ul><p>Microsoft (NASDAQ: MSFT) is often considered a bellwether for the tech sector and that is evident in its resilient stock price amidst the tech crash. Despite its latest quarter showing decelerating growth and guiding for more of the same, investors have remained loyal - why? It appears that investors are willing to overlook modest growth expectations in the near term on account of the diversified product portfolio, robust cash flows, and generous return of cash to shareholders. MSFT stock may not look obviously cheap, but I expect the ongoing share repurchases and growing dividends to lead to multiple expansion over the long term as the company works through a tough macro environment.</p><p><b>MSFT Stock Price</b></p><p>MSFT stock has fallen slightly from its peak but remains a strong performer over the past few years and decade.</p><p><img src=\"https://static.tigerbbs.com/6c0075559afc8ee0dfbb4589bc11817b\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>The stock is still not obviously cheap here as solid profits appear to be keeping the stock price afloat. I last covered MSFT in November where I rated the stock a buy due to the resilient fundamentals and the stock has returned 27% since then. MSFT remains a quality play as its best comparables may be stocks outside of the tech sector.</p><p><b>MSFT Stock Key Metrics</b></p><p>The most recent quarter showed that even the giant Microsoft is not immune to macro troubles. Revenue growth came in at just 2% (7% constant currency). It was only a couple of quarters prior that management guided fordouble-digit revenue growth for the full year.</p><p><img src=\"https://static.tigerbbs.com/76f44d7e438540b187fdf0ab32652449\" tg-width=\"771\" tg-height=\"357\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FY23 Q2 Slides</p><p>Operating income declined by 8% and net income declined by 12% in spite of the revenue growth. Yet investors might be looking at those numbers optimistically, as many other tech companies have seen greater margin compression as slowing top-line growth followed over-aggressive headcount growth. Amidst recessionary risks, the takeaway is that earnings did not drop by so much at this company - the company continues to gush cash.</p><p>On the conference call, management noted that expense growth mainly came from “investments in cloud engineering, the Nuance acquisition and LinkedIn.” Headcount was 19% higher than a year ago, but grew by less than 1% sequentially. MSFT announced a layoff of 10,000 employees in mid-January.</p><p>The biggest detractor from company performance was unsurprisingly from the “more personal computing” segment as the company had benefited from a pull-forward in demand during the pandemic. Windows OEM revenue declined 39% YOY with search revenue being the lone bright star at 10% growth. Management noted that while the number of PCs shipped declined to pre-pandemic levels in the quarter, the usage intensity remains nearly 10% higher than pre-pandemic levels.</p><p><img src=\"https://static.tigerbbs.com/d9663d64adab6a528e0a2adf774ab404\" tg-width=\"770\" tg-height=\"410\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FY23 Q2 Slides</p><p>Meanwhile, MSFT generated solid 7% growth in “productivity and business processes” which houses its most famous products like Microsoft Office. It is impressive that MSFT continues to sustain double-digit growth (constant currency) in this segment in spite of the large revenue base. This just goes to show the secular tailwinds behind the digital transformation of enterprises.</p><p><img src=\"https://static.tigerbbs.com/2ac6a4aac4207c75642f7eecf0e8f6b1\" tg-width=\"757\" tg-height=\"403\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FY23 Q2 Slides</p><p>The Intelligent Cloud segment led the way with 18% revenue growth (24% constant currency), driven by 31% growth at Azure. I estimate that Azure is generating around $11 billion in quarterly revenue.</p><p><img src=\"https://static.tigerbbs.com/aa81389e0f061c8c9ba322fdb8ab888a\" tg-width=\"780\" tg-height=\"226\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FY23 Q2 Slides</p><p>During the quarter, the company returned $9.7 billion to shareholders through share repurchases and dividends in the quarter. That was 11% less than the amount returned a year prior, as the 8.9% growth in the dividend was more than offset by a 27% reduction in share repurchases. While free cash flow was indeed lower in the quarter, in my view the shortfall may have just been timing issues and I’d expect the company to increase its shareholder returns over the coming year, recession or not. MSFT ended the quarter with $99.5 billion in cash, $7.1 billion in equity investments, and $48 billion in debt. Over time, I can see the company not only monetizing that net cash but also utilizing net leverage.</p><p>Looking ahead, management expects currency fluctuation headwinds to negatively impact revenues by around 3%. LinkedIn is expected to grow at a mid-single-digit pace as it faces headwinds from a slowdown in advertising and hiring. LinkedIn has significant exposure to the tech sector which has undergone avicious round of layoffs across the board.</p><p>Investors are likely most focused on the outlook for Azure. On the call, management stated that they “exited Q2 with Azure growth in the mid-30s in constant currency” and “Q3 growth to decelerate roughly 4 to 5 points in constant currency.” That implies growth of around 30% on a constant currency basis. Judging by how the stock price has reacted since then, investors seemed to have mostly shrugged off that steep projected deceleration. Altogether, management stated that they might miss their previous guidance for revenue growth (as stated above that they had previously been guiding for mid-teens growth) but expect operating margins to remain very steady. It is clear that management wants Wall Street to focus on the resilient earnings power of the company in spite of the macro backdrop, and it appears that they have succeeded in that task.</p><p><b>Is MSFT Stock A Buy, Sell, or Hold?</b></p><p>At around 30x forward earnings, MSFT might not seem that cheap. However, one must also remember that the S&amp;P 500 istrading at around 21x earnings and MSFT is expected to grow at an above-market pace over the coming years.</p><p><img src=\"https://static.tigerbbs.com/5e5d87e2e70e342fd7145acf869630b4\" tg-width=\"640\" tg-height=\"164\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>Amidst the carnage in the tech sector, it bears reminding ourselves that tech companies possess attractive unit economics as each incremental customer comes with minimal costs. That means that in theory, net income should eventually grow much faster than revenue once operating leverage takes hold.</p><p>In the absence of any changes in the valuation multiple, I could see MSFT delivering double-digit returns from here based on projected earnings growth and the roughly 3.3% earnings yield. Yet I could also see some potential for multiple expansion upon a recovery in economic conditions and the tech sector, as the company’s strong financial results during this difficult time may help investors see the company as being closer to a consumer staple in terms of financial stability. For reference, the stocks of Pepsi (PEP) or Coca-Cola (KO) trade at price to earnings growth ratios (‘PEG ratio’) around 5x, a steep premium to the roughly 1.5x PEG ratio that MSFT trades at. One must also consider the company&#39;s recent push to boost their Bing search engine with artificial intelligence. MSFT might earn$2 billion in incremental revenuefor every percentage gain in search market share. It is unclear how long it may take for market share gains to take place, if at all, but I wouldn&#39;t be surprised if the mere potential for it proves to be a catalyst for multiple expansion.</p><p>What are the key risks? MSFT is trading at some premium to tech peers - Alphabet (GOOGL) for instance is trading at only 20x forward earnings. Yes, one could make the argument that enterprise tech revenues should prove more resilient than online advertising revenues, but in exchange for greater volatility I still expect GOOGL to sustain stronger growth rates over the long term. The uncertain macro environment may cause the company to underperform projected growth, which may call into question the valuation premium as that seems to be assigned based on perceived safety. While the company remains highly profitable and has a net cash balance sheet, it is unclear how the stock will react in the near term following such disappointing news. A potentially underappreciated risk is that of disruption. MSFT seems to be often thought of as a disruptor in enterprise tech, similar with Amazon (AMZN) in e-commerce. The idea is that MSFT is a mega-cap tech company with deep pockets and can overtake any leader in any tech industry that it enters. As someone who closely follows the tech sector, I have a differing opinion than this consensus view - one need only to try comparing the experience of Microsoft Teams versus Zoom Video (ZM) to get anecdotal evidence for why. It is possible that MSFT’s slowing growth rates are not only due to macro pressures but also due to losing market share to more nimble competitors - though at present I find this unlikely as the digital transformation growth story has more legs to it. As discussed with subscribers, I view a carefully chosen portfolio of undervalued tech stocks as being the best way to position for a recovery in the tech sector. MSFT can fit right in with such a portfolio as a higher quality allocation on account of the resilient profitability and GARP valuation.</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>Microsoft: Resiliency Amidst Turmoil Will Be Rewarded</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\">\nMicrosoft: Resiliency Amidst Turmoil Will Be Rewarded\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-20 14:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4588528-microsoft-resiliency-amidst-turmoil-will-be-rewarded><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMicrosoft sees a tough road ahead - the market yawns.The company continues to gush cash and reward shareholders with dividends and share repurchases.The company maintains a net cash balance ...</p>\n\n<a href=\"https://seekingalpha.com/article/4588528-microsoft-resiliency-amidst-turmoil-will-be-rewarded\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4588528-microsoft-resiliency-amidst-turmoil-will-be-rewarded","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1121675106","content_text":"SummaryMicrosoft sees a tough road ahead - the market yawns.The company continues to gush cash and reward shareholders with dividends and share repurchases.The company maintains a net cash balance sheet and arguably can eventually take on net leverage.The stock is trading at reasonable valuations and multiples may expand on account of the strong performance during difficult times.Microsoft (NASDAQ: MSFT) is often considered a bellwether for the tech sector and that is evident in its resilient stock price amidst the tech crash. Despite its latest quarter showing decelerating growth and guiding for more of the same, investors have remained loyal - why? It appears that investors are willing to overlook modest growth expectations in the near term on account of the diversified product portfolio, robust cash flows, and generous return of cash to shareholders. MSFT stock may not look obviously cheap, but I expect the ongoing share repurchases and growing dividends to lead to multiple expansion over the long term as the company works through a tough macro environment.MSFT Stock PriceMSFT stock has fallen slightly from its peak but remains a strong performer over the past few years and decade.Data by YChartsThe stock is still not obviously cheap here as solid profits appear to be keeping the stock price afloat. I last covered MSFT in November where I rated the stock a buy due to the resilient fundamentals and the stock has returned 27% since then. MSFT remains a quality play as its best comparables may be stocks outside of the tech sector.MSFT Stock Key MetricsThe most recent quarter showed that even the giant Microsoft is not immune to macro troubles. Revenue growth came in at just 2% (7% constant currency). It was only a couple of quarters prior that management guided fordouble-digit revenue growth for the full year.FY23 Q2 SlidesOperating income declined by 8% and net income declined by 12% in spite of the revenue growth. Yet investors might be looking at those numbers optimistically, as many other tech companies have seen greater margin compression as slowing top-line growth followed over-aggressive headcount growth. Amidst recessionary risks, the takeaway is that earnings did not drop by so much at this company - the company continues to gush cash.On the conference call, management noted that expense growth mainly came from “investments in cloud engineering, the Nuance acquisition and LinkedIn.” Headcount was 19% higher than a year ago, but grew by less than 1% sequentially. MSFT announced a layoff of 10,000 employees in mid-January.The biggest detractor from company performance was unsurprisingly from the “more personal computing” segment as the company had benefited from a pull-forward in demand during the pandemic. Windows OEM revenue declined 39% YOY with search revenue being the lone bright star at 10% growth. Management noted that while the number of PCs shipped declined to pre-pandemic levels in the quarter, the usage intensity remains nearly 10% higher than pre-pandemic levels.FY23 Q2 SlidesMeanwhile, MSFT generated solid 7% growth in “productivity and business processes” which houses its most famous products like Microsoft Office. It is impressive that MSFT continues to sustain double-digit growth (constant currency) in this segment in spite of the large revenue base. This just goes to show the secular tailwinds behind the digital transformation of enterprises.FY23 Q2 SlidesThe Intelligent Cloud segment led the way with 18% revenue growth (24% constant currency), driven by 31% growth at Azure. I estimate that Azure is generating around $11 billion in quarterly revenue.FY23 Q2 SlidesDuring the quarter, the company returned $9.7 billion to shareholders through share repurchases and dividends in the quarter. That was 11% less than the amount returned a year prior, as the 8.9% growth in the dividend was more than offset by a 27% reduction in share repurchases. While free cash flow was indeed lower in the quarter, in my view the shortfall may have just been timing issues and I’d expect the company to increase its shareholder returns over the coming year, recession or not. MSFT ended the quarter with $99.5 billion in cash, $7.1 billion in equity investments, and $48 billion in debt. Over time, I can see the company not only monetizing that net cash but also utilizing net leverage.Looking ahead, management expects currency fluctuation headwinds to negatively impact revenues by around 3%. LinkedIn is expected to grow at a mid-single-digit pace as it faces headwinds from a slowdown in advertising and hiring. LinkedIn has significant exposure to the tech sector which has undergone avicious round of layoffs across the board.Investors are likely most focused on the outlook for Azure. On the call, management stated that they “exited Q2 with Azure growth in the mid-30s in constant currency” and “Q3 growth to decelerate roughly 4 to 5 points in constant currency.” That implies growth of around 30% on a constant currency basis. Judging by how the stock price has reacted since then, investors seemed to have mostly shrugged off that steep projected deceleration. Altogether, management stated that they might miss their previous guidance for revenue growth (as stated above that they had previously been guiding for mid-teens growth) but expect operating margins to remain very steady. It is clear that management wants Wall Street to focus on the resilient earnings power of the company in spite of the macro backdrop, and it appears that they have succeeded in that task.Is MSFT Stock A Buy, Sell, or Hold?At around 30x forward earnings, MSFT might not seem that cheap. However, one must also remember that the S&P 500 istrading at around 21x earnings and MSFT is expected to grow at an above-market pace over the coming years.Seeking AlphaAmidst the carnage in the tech sector, it bears reminding ourselves that tech companies possess attractive unit economics as each incremental customer comes with minimal costs. That means that in theory, net income should eventually grow much faster than revenue once operating leverage takes hold.In the absence of any changes in the valuation multiple, I could see MSFT delivering double-digit returns from here based on projected earnings growth and the roughly 3.3% earnings yield. Yet I could also see some potential for multiple expansion upon a recovery in economic conditions and the tech sector, as the company’s strong financial results during this difficult time may help investors see the company as being closer to a consumer staple in terms of financial stability. For reference, the stocks of Pepsi (PEP) or Coca-Cola (KO) trade at price to earnings growth ratios (‘PEG ratio’) around 5x, a steep premium to the roughly 1.5x PEG ratio that MSFT trades at. One must also consider the company's recent push to boost their Bing search engine with artificial intelligence. MSFT might earn$2 billion in incremental revenuefor every percentage gain in search market share. It is unclear how long it may take for market share gains to take place, if at all, but I wouldn't be surprised if the mere potential for it proves to be a catalyst for multiple expansion.What are the key risks? MSFT is trading at some premium to tech peers - Alphabet (GOOGL) for instance is trading at only 20x forward earnings. Yes, one could make the argument that enterprise tech revenues should prove more resilient than online advertising revenues, but in exchange for greater volatility I still expect GOOGL to sustain stronger growth rates over the long term. The uncertain macro environment may cause the company to underperform projected growth, which may call into question the valuation premium as that seems to be assigned based on perceived safety. While the company remains highly profitable and has a net cash balance sheet, it is unclear how the stock will react in the near term following such disappointing news. A potentially underappreciated risk is that of disruption. MSFT seems to be often thought of as a disruptor in enterprise tech, similar with Amazon (AMZN) in e-commerce. The idea is that MSFT is a mega-cap tech company with deep pockets and can overtake any leader in any tech industry that it enters. As someone who closely follows the tech sector, I have a differing opinion than this consensus view - one need only to try comparing the experience of Microsoft Teams versus Zoom Video (ZM) to get anecdotal evidence for why. It is possible that MSFT’s slowing growth rates are not only due to macro pressures but also due to losing market share to more nimble competitors - though at present I find this unlikely as the digital transformation growth story has more legs to it. As discussed with subscribers, I view a carefully chosen portfolio of undervalued tech stocks as being the best way to position for a recovery in the tech sector. MSFT can fit right in with such a portfolio as a higher quality allocation on account of the resilient profitability and GARP valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957334021,"gmtCreate":1676990547364,"gmtModify":1676990550428,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Today 225","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Today 225","text":"$特斯拉(TSLA)$ Today 225","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957334021","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922873493,"gmtCreate":1671750194713,"gmtModify":1676538586388,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922873493","isVote":2,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"vote":{"id":2437,"gmtBegin":1671750194712,"gmtEnd":1672354808820,"type":1,"upper":1,"title":"他说从今到2025年不会卖股，你相信吗？","choices":[{"id":9255,"sort":1,"name":"相信","userSize":0,"voted":false},{"id":9256,"sort":2,"name":"信他的鬼话！","userSize":2,"voted":false}]},"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928335476,"gmtCreate":1671190858595,"gmtModify":1676538506305,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>New business- Tesla Electric!&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>New business- Tesla Electric!&nbsp;","text":"$特斯拉(TSLA)$ New business- Tesla Electric!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928335476","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366429425688888,"gmtCreate":1730504014418,"gmtModify":1730504018565,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Next week 150","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Next week 150","text":"$英伟达(NVDA)$ Next week 150","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366429425688888","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269463798849832,"gmtCreate":1706804075492,"gmtModify":1706804079007,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms(META)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms(META)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Meta Platforms(META)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269463798849832","isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":219008122024072,"gmtCreate":1694494618222,"gmtModify":1694494619792,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219008122024072","repostId":"2366375678","repostType":2,"repost":{"id":"2366375678","pubTimestamp":1694483220,"share":"https://ttm.financial/m/news/2366375678?lang=&edition=fundamental","pubTime":"2023-09-12 09:47","market":"hk","language":"zh","title":"特斯拉大空头驳斥摩根士丹利研报：别忘了他们在特斯拉有大笔投资","url":"https://stock-news.laohu8.com/highlight/detail?id=2366375678","media":"环球市场播报","summary":"特斯拉股价周一大涨逾10%，此前摩根士丹利在一份研报中将该股列为其首选股，并将其目标价从250美元上调至400美元，意味着较目前水平还有超过45%的上涨空间。　　摩根士丹利分析师亚当·乔纳斯在报告中表示，特斯拉Dojo超级计算机可能使该公司更快采用自动驾驶出租车和网络服务，使该公司市值至多增加5000亿美元。","content":"<html><body><div>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/59/w550h309/20230912/bcc5-b00f60f804cc9584133bf0d87e14b77b.jpg\"/><span></span></div>\n<p>　　<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>股价周一大涨逾10%，此前<span><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a></span><span></span>在一份研报中将该股列为其首选股，并将其目标价从250美元上调至400美元，意味着较目前水平还有超过45%的上涨空间。</p>\n<p>　　摩根士丹利分析师亚当·乔纳斯在报告中表示，特斯拉Dojo超级计算机可能使该公司更快采用自动驾驶出租车和网络服务，使该公司市值至多增加5000亿美元。Dojo可以打开“新的潜在市场”，就像AWS对于<span><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></span><span></span>一样，</p>\n<p>　　但特斯拉大空头、 GLJ Research创始人兼CEO戈登·约翰逊在一次采访中对摩根士丹利的乐观分析提出了质疑。</p>\n<p>　　约翰逊直接反驳了乔纳斯基于特斯拉超级计算机能力的不切实际的预测，并说，这家投行与特斯拉和马斯克的密切关系可能与此次上调有关。</p>\n<p>　　约翰逊周一在接受Schwab Network采访时表示：“特斯拉第二季度毛利润的98%来自汽车销售。过去五年，你和其他人一直在说，这是一家科技公司。科技在哪？”</p>\n<p>　　值得注意的是，约翰逊给予特斯拉的目标价只有24美元。</p>\n<p>　　约翰逊指出了几个问题，他说乔纳斯在他的报告中承认，他对Dojo的成本和性能的预测是未经验证的，这使得他的上调很大程度上是猜测性的。</p>\n<p>　　特斯拉的Dojo超级计算机将用于训练其机器学习模型，以改进其全自动驾驶（FSD）技术。虽然这台超级计算机已于上月投入生产，但约翰逊指出，美国《消费者报告》和《Guidehouse Insights》目前对这一驾驶辅助技术的排名与竞争对手相比相当低。</p>\n<p>　　约翰逊还指出，摩根士丹利在马斯克将推特私有化的过程中扮演了重要角色，以及它在特斯拉的相当大的头寸。</p>\n<p>　　马斯克收购推特的部分资金是由银行贷款支持的，其中包括摩根士丹利提供的35亿美元。约翰逊说，这种联系，再加上摩根士丹利持有近2800万股特斯拉股票，描绘了一幅利益交织的图景，这让人质疑分析的公正性。</p>\n<div>\n<span>现在送您60元福利红包，直接提现不套路~~~快来参与活动吧！</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：于健 SF069</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉大空头驳斥摩根士丹利研报：别忘了他们在特斯拉有大笔投资</title>\n<style 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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特斯拉大空头驳斥摩根士丹利研报：别忘了他们在特斯拉有大笔投资\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-12 09:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2023-09-12/doc-imzmmiaq8558017.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉股价周一大涨逾10%，此前摩根士丹利在一份研报中将该股列为其首选股，并将其目标价从250美元上调至400美元，意味着较目前水平还有超过45%的上涨空间。\n　　摩根士丹利分析师亚当·乔纳斯在报告中表示，特斯拉Dojo超级计算机可能使该公司更快采用自动驾驶出租车和网络服务，使该公司市值至多增加5000亿美元。Dojo可以打开“新的潜在市场”，就像AWS对于亚马逊一样，\n　　但特斯拉大空头、 ...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-09-12/doc-imzmmiaq8558017.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4592":"伊斯兰概念","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU2063271972.USD":"富兰克林创新领域基金","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4588":"碎股","LU0823414478.USD":"法巴经典能源转换基金","MS":"摩根士丹利","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4551":"寇图资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4574":"无人驾驶","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","TSLA":"特斯拉","LU0971096721.USD":"富达环球金融服务 A","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4504":"桥水持仓","BK4099":"汽车制造商","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-09-12/doc-imzmmiaq8558017.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2366375678","content_text":"特斯拉股价周一大涨逾10%，此前摩根士丹利在一份研报中将该股列为其首选股，并将其目标价从250美元上调至400美元，意味着较目前水平还有超过45%的上涨空间。\n　　摩根士丹利分析师亚当·乔纳斯在报告中表示，特斯拉Dojo超级计算机可能使该公司更快采用自动驾驶出租车和网络服务，使该公司市值至多增加5000亿美元。Dojo可以打开“新的潜在市场”，就像AWS对于亚马逊一样，\n　　但特斯拉大空头、 GLJ Research创始人兼CEO戈登·约翰逊在一次采访中对摩根士丹利的乐观分析提出了质疑。\n　　约翰逊直接反驳了乔纳斯基于特斯拉超级计算机能力的不切实际的预测，并说，这家投行与特斯拉和马斯克的密切关系可能与此次上调有关。\n　　约翰逊周一在接受Schwab Network采访时表示：“特斯拉第二季度毛利润的98%来自汽车销售。过去五年，你和其他人一直在说，这是一家科技公司。科技在哪？”\n　　值得注意的是，约翰逊给予特斯拉的目标价只有24美元。\n　　约翰逊指出了几个问题，他说乔纳斯在他的报告中承认，他对Dojo的成本和性能的预测是未经验证的，这使得他的上调很大程度上是猜测性的。\n　　特斯拉的Dojo超级计算机将用于训练其机器学习模型，以改进其全自动驾驶（FSD）技术。虽然这台超级计算机已于上月投入生产，但约翰逊指出，美国《消费者报告》和《Guidehouse Insights》目前对这一驾驶辅助技术的排名与竞争对手相比相当低。\n　　约翰逊还指出，摩根士丹利在马斯克将推特私有化的过程中扮演了重要角色，以及它在特斯拉的相当大的头寸。\n　　马斯克收购推特的部分资金是由银行贷款支持的，其中包括摩根士丹利提供的35亿美元。约翰逊说，这种联系，再加上摩根士丹利持有近2800万股特斯拉股票，描绘了一幅利益交织的图景，这让人质疑分析的公正性。\n\n现在送您60元福利红包，直接提现不套路~~~快来参与活动吧！\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","news_type":1},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950693580,"gmtCreate":1672737657642,"gmtModify":1676538728140,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571645988229391","authorIdStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a><v-v 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