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2022-01-04

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Is Apple Stock Likely To Reach $200 In 2022?

2022-01-01

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XPeng Says 16,000 Vehicles Were Delivered In Dec, A 181% Increase Y-O-Y

2022-01-07

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S&P 500 ends choppy session nearly flat, a day after sell-off

2022-10-04

$Vanguard Total International Stock Index Fund ETF Shares(VXUS)$

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Could Tesla, Lucid, and Rivian Make EVs the Best-Performing Industry of 2022?

2021-03-11

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2022-01-06

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Could Tesla, Lucid, and Rivian Make EVs the Best-Performing Industry of 2022?

2022-01-03

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XPeng Says 16,000 Vehicles Were Delivered In Dec, A 181% Increase Y-O-Y

2023-03-30

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@0QH:Is a Perfect Sell for AMD coming?

2021-03-11

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Why a Growth Stock Fund Is Betting on Align Technology, DocuSign, and Apple

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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941820093","repostId":"9943451615","repostType":1,"repost":{"id":9943451615,"gmtCreate":1679650644739,"gmtModify":1679650771153,"author":{"id":"4098946491644790","authorId":"4098946491644790","name":"0QH","avatar":"https://community-static.tradeup.com/news/206a0719b8841030e1fd2bd6256fd46e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098946491644790","authorIdStr":"4098946491644790"},"themes":[],"title":"Is a Perfect Sell for AMD coming?","htmlText":"Introduction <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> has been on a tear in recent weeks, rising for more than 27% for the month of march. However good things don’t last long and in this post, I will share why I think AMD rally is probably going to end soon (mainly from a technical analysis stand point). About AMD I think AMD needs no further introduction as it is a very popular stock among traders. AMD is a semiconductor company that operates globally in four segments: Data Center, Client, Gaming, and Embedded. It offers a range of products such as x86 microprocessors, graphics processing units (GPUs), chipsets, data center, and professional GPUs, and embedded. All these are the fundamental building blocks for Artificial Intelligence (AI). AMD's Stock Curre","listText":"Introduction <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> has been on a tear in recent weeks, rising for more than 27% for the month of march. However good things don’t last long and in this post, I will share why I think AMD rally is probably going to end soon (mainly from a technical analysis stand point). About AMD I think AMD needs no further introduction as it is a very popular stock among traders. AMD is a semiconductor company that operates globally in four segments: Data Center, Client, Gaming, and Embedded. It offers a range of products such as x86 microprocessors, graphics processing units (GPUs), chipsets, data center, and professional GPUs, and embedded. All these are the fundamental building blocks for Artificial Intelligence (AI). AMD's Stock Curre","text":"Introduction $Advanced Micro Devices(AMD)$ has been on a tear in recent weeks, rising for more than 27% for the month of march. However good things don’t last long and in this post, I will share why I think AMD rally is probably going to end soon (mainly from a technical analysis stand point). About AMD I think AMD needs no further introduction as it is a very popular stock among traders. AMD is a semiconductor company that operates globally in four segments: Data Center, Client, Gaming, and Embedded. It offers a range of products such as x86 microprocessors, graphics processing units (GPUs), chipsets, data center, and professional GPUs, and embedded. All these are the fundamental building blocks for Artificial Intelligence (AI). AMD's Stock Curre","images":[{"img":"https://community-static.tradeup.com/news/f947beed434fa20f730075b9c9d26fa5","width":"2048","height":"1064"},{"img":"https://community-static.tradeup.com/news/69a2e94212178f0b665c403f12643d8d","width":"301","height":"167"},{"img":"https://community-static.tradeup.com/news/ea8dd19f2b0eca55d3512e6eff5eac10","width":"2048","height":"1064"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943451615","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912793948,"gmtCreate":1664895259084,"gmtModify":1676537525156,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399316145808","authorIdStr":"3572399316145808"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VXUS\">$Vanguard Total International Stock Index Fund ETF Shares(VXUS)$</a>","listText":"<a href=\"https://ttm.financial/S/VXUS\">$Vanguard Total International Stock Index Fund ETF Shares(VXUS)$</a>","text":"$Vanguard Total International Stock Index Fund ETF Shares(VXUS)$","images":[{"img":"https://community-static.tradeup.com/news/74701808bacc8e542554f292871b694b","width":"1080","height":"1683"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9912793948","isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9008798465,"gmtCreate":1641519489838,"gmtModify":1676533624734,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399316145808","authorIdStr":"3572399316145808"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008798465","repostId":"2201295996","repostType":4,"repost":{"id":"2201295996","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1641510309,"share":"https://ttm.financial/m/news/2201295996?lang=&edition=fundamental","pubTime":"2022-01-07 07:05","market":"us","language":"en","title":"S&P 500 ends choppy session nearly flat, a day after sell-off","url":"https://stock-news.laohu8.com/highlight/detail?id=2201295996","media":"Reuters","summary":"* Financials, energy among top gaining sectors; tech falls* Meta Platforms shares rise* Monthly U.S.","content":"<html><head></head><body><p>* Financials, energy among top gaining sectors; tech falls</p><p>* <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> shares rise</p><p>* Monthly U.S. jobs report due Friday</p><p>* Indexes: Dow down 0.5%, S&amp;P 500 down 0.1%, Nasdaq down 0.1%</p><p>NEW YORK Jan 6 (Reuters) - The S&amp;P 500 ended a volatile session close to unchanged on Thursday, as technology shares fell but financials lent support a day after the market sold off on a hawkish slant in Federal Reserve minutes.</p><p>The S&amp;P 500 financials index rose 1.6%, extending this week&#39;s strong gains. Other economically sensitive sectors also advanced. Energy    gained 2.3% and is up more than 9% since Dec. 31.</p><p>Banks were among top performers among financials, with the S&amp;P 500 bank index up 2.6% following a rise in the benchmark U.S. 10-year Treasury yield, which touched its highest level since April 2021.Higher interest rates can increase profit margins for banks and financial firms.</p><p>Shares of Meta Platforms jumped 2.6%, the biggest boost to the S&amp;P 500 and Nasdaq.</p><p>The Dow ended down 0.5% and the heavily weighted S&amp;P 500 technology sector also eased 0.5%. The tech sector was biggest drag on the S&amp;P 500 on Wednesday when minutes from the Fed&#39;s December meeting signaled the possibility of sooner-than-expected interest rate hikes.</p><p>The Fed minutes cited a &#34;very tight&#34; job market and unabated inflation, increasing investor unease ahead of Friday&#39;s monthly jobs report from the U.S. Labor Department.</p><p>&#34;We have a jobs report tomorrow, which continues to be a focal area for the market in terms of the progression of the labor market,&#34; said Bill Northey, senior investment director at U.S. Bank Wealth Management.</p><p>A private payrolls report on Wednesday was stronger than expected.</p><p>The Dow Jones Industrial Average fell 170.64 points, or 0.47%, to 36,236.47, the S&amp;P 500 lost 4.53 points, or 0.10%, to 4,696.05 and the Nasdaq Composite dropped 19.31 points, or 0.13%, to 15,080.87.</p><p>Investors this week have mostly rotated out of technology-heavy growth shares and into more value-oriented stocks that tend to do better in a high interest-rate environment.</p><p>The S&amp;P 500 value index was up 0.1% on Thursday compared with a 0.3% decline in its growth counterpart.</p><p>Netflix Inc ended down 2.5% after J.P. Morgan cut its price target on the movie streaming platform&#39;s stock.</p><p>Data on Thursday showed the number of Americans filing new claims for unemployment benefits rose last week. Separately, U.S. services industry activity slowed more than expected in December, but supply bottlenecks appeared to be easing.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.07-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 32 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 78 new highs and 492 new lows.</p><p>Volume on U.S. exchanges was 11.10 billion shares, compared with the 10.4 billion average for the full session over the last 20 trading days.</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>S&P 500 ends choppy session nearly flat, a day after sell-off</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\">\nS&P 500 ends choppy session nearly flat, a day after sell-off\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-07 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Financials, energy among top gaining sectors; tech falls</p><p>* <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> shares rise</p><p>* Monthly U.S. jobs report due Friday</p><p>* Indexes: Dow down 0.5%, S&amp;P 500 down 0.1%, Nasdaq down 0.1%</p><p>NEW YORK Jan 6 (Reuters) - The S&amp;P 500 ended a volatile session close to unchanged on Thursday, as technology shares fell but financials lent support a day after the market sold off on a hawkish slant in Federal Reserve minutes.</p><p>The S&amp;P 500 financials index rose 1.6%, extending this week&#39;s strong gains. Other economically sensitive sectors also advanced. Energy    gained 2.3% and is up more than 9% since Dec. 31.</p><p>Banks were among top performers among financials, with the S&amp;P 500 bank index up 2.6% following a rise in the benchmark U.S. 10-year Treasury yield, which touched its highest level since April 2021.Higher interest rates can increase profit margins for banks and financial firms.</p><p>Shares of Meta Platforms jumped 2.6%, the biggest boost to the S&amp;P 500 and Nasdaq.</p><p>The Dow ended down 0.5% and the heavily weighted S&amp;P 500 technology sector also eased 0.5%. The tech sector was biggest drag on the S&amp;P 500 on Wednesday when minutes from the Fed&#39;s December meeting signaled the possibility of sooner-than-expected interest rate hikes.</p><p>The Fed minutes cited a &#34;very tight&#34; job market and unabated inflation, increasing investor unease ahead of Friday&#39;s monthly jobs report from the U.S. Labor Department.</p><p>&#34;We have a jobs report tomorrow, which continues to be a focal area for the market in terms of the progression of the labor market,&#34; said Bill Northey, senior investment director at U.S. Bank Wealth Management.</p><p>A private payrolls report on Wednesday was stronger than expected.</p><p>The Dow Jones Industrial Average fell 170.64 points, or 0.47%, to 36,236.47, the S&amp;P 500 lost 4.53 points, or 0.10%, to 4,696.05 and the Nasdaq Composite dropped 19.31 points, or 0.13%, to 15,080.87.</p><p>Investors this week have mostly rotated out of technology-heavy growth shares and into more value-oriented stocks that tend to do better in a high interest-rate environment.</p><p>The S&amp;P 500 value index was up 0.1% on Thursday compared with a 0.3% decline in its growth counterpart.</p><p>Netflix Inc ended down 2.5% after J.P. Morgan cut its price target on the movie streaming platform&#39;s stock.</p><p>Data on Thursday showed the number of Americans filing new claims for unemployment benefits rose last week. Separately, U.S. services industry activity slowed more than expected in December, but supply bottlenecks appeared to be easing.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.07-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 32 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 78 new highs and 492 new lows.</p><p>Volume on U.S. exchanges was 11.10 billion shares, compared with the 10.4 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4504":"桥水持仓",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201295996","content_text":"* Financials, energy among top gaining sectors; tech falls* Meta Platforms shares rise* Monthly U.S. jobs report due Friday* Indexes: Dow down 0.5%, S&P 500 down 0.1%, Nasdaq down 0.1%NEW YORK Jan 6 (Reuters) - The S&P 500 ended a volatile session close to unchanged on Thursday, as technology shares fell but financials lent support a day after the market sold off on a hawkish slant in Federal Reserve minutes.The S&P 500 financials index rose 1.6%, extending this week's strong gains. Other economically sensitive sectors also advanced. Energy    gained 2.3% and is up more than 9% since Dec. 31.Banks were among top performers among financials, with the S&P 500 bank index up 2.6% following a rise in the benchmark U.S. 10-year Treasury yield, which touched its highest level since April 2021.Higher interest rates can increase profit margins for banks and financial firms.Shares of Meta Platforms jumped 2.6%, the biggest boost to the S&P 500 and Nasdaq.The Dow ended down 0.5% and the heavily weighted S&P 500 technology sector also eased 0.5%. The tech sector was biggest drag on the S&P 500 on Wednesday when minutes from the Fed's December meeting signaled the possibility of sooner-than-expected interest rate hikes.The Fed minutes cited a \"very tight\" job market and unabated inflation, increasing investor unease ahead of Friday's monthly jobs report from the U.S. Labor Department.\"We have a jobs report tomorrow, which continues to be a focal area for the market in terms of the progression of the labor market,\" said Bill Northey, senior investment director at U.S. Bank Wealth Management.A private payrolls report on Wednesday was stronger than expected.The Dow Jones Industrial Average fell 170.64 points, or 0.47%, to 36,236.47, the S&P 500 lost 4.53 points, or 0.10%, to 4,696.05 and the Nasdaq Composite dropped 19.31 points, or 0.13%, to 15,080.87.Investors this week have mostly rotated out of technology-heavy growth shares and into more value-oriented stocks that tend to do better in a high interest-rate environment.The S&P 500 value index was up 0.1% on Thursday compared with a 0.3% decline in its growth counterpart.Netflix Inc ended down 2.5% after J.P. Morgan cut its price target on the movie streaming platform's stock.Data on Thursday showed the number of Americans filing new claims for unemployment benefits rose last week. Separately, U.S. services industry activity slowed more than expected in December, but supply bottlenecks appeared to be easing.Advancing issues outnumbered declining ones on the NYSE by a 1.07-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.The S&P 500 posted 32 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 78 new highs and 492 new lows.Volume on U.S. exchanges was 11.10 billion shares, compared with the 10.4 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008889497,"gmtCreate":1641421120892,"gmtModify":1676533611829,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399316145808","authorIdStr":"3572399316145808"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008889497","repostId":"2201236894","repostType":4,"repost":{"id":"2201236894","kind":"highlight","pubTimestamp":1641396703,"share":"https://ttm.financial/m/news/2201236894?lang=&edition=fundamental","pubTime":"2022-01-05 23:31","market":"us","language":"en","title":"Could Tesla, Lucid, and Rivian Make EVs the Best-Performing Industry of 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=2201236894","media":"Motley Fool","summary":"These three growth stocks are looking to disrupt the auto industry.","content":"<html><head></head><body><p>Electric vehicle (EV) stocks have wasted no time in 2022 making a splash. <b>Tesla </b>(NASDAQ:TSLA) reported its fourth-quarter and full-year 2021 production and delivery numbers on Sunday, blowing expectations out of the water and launching the stock to within striking distance of its all-time high.</p><p>Tesla&#39;s share price shot up over 14% on the day, which had beneficial ripple effects extending to EV names like <b>Lucid Group</b> (NASDAQ:LCID). With such a hot start to the year, could EVs be 2022&#39;s best-performing industry? Let&#39;s look at where the sector could go from here and how investors should play it.</p><h2>Zeroing in on the hottest industries</h2><p>In 2020, solar energy captured the spotlight as the best performing industry. The <b>Invesco Solar ETF</b> (NYSEMKT:TAN), which contains a mix of solar energy players, rose over 230% in 2020. In 2021, the energy sector was the best performing sector in the <b>S&amp;P 500</b> with oil and gas companies benefitting from rising energy prices and stemming from the fact that it had room to rebound after a rough 2020 (the energy sector was the worst-performing sector in the S&amp;P 500 in 2020).</p><p>EV stocks did well in 2021, with Lucid gaining 280%, <b>Ford Motor Company</b> up 136%, and many other players outperforming the market. EVs were certainly one of the top industries, but the bulk of the broader market gains was driven by mega-cap tech stocks.</p><p>EVs have similar potential to growth industries such as renewable energy, cloud computing, software, cybersecurity, and the metaverse. EVs aren&#39;t necessarily a better place to invest, but the chance of success is arguably higher with EVs than, say, which cryptocurrency is going to take off next.</p><p>EVs have the potential to impact the daily lives of many in the near future in a personal and visible way. Given how capital intensive the industry is, it&#39;s also a long-term growth story that won&#39;t change overnight. Companies take time to develop vehicles and scale production. Buying and holding EV stocks could be rewarding from a financial standpoint and the investment thesis is easier for people to understand than say, tech companies working on the metaverse.</p><h2>The king isn&#39;t giving up its throne anytime soon</h2><p>Tesla delivered over 308,000 vehicles in the fourth quarter, which was 17% higher than the 263,000 expected. To put that number into perspective, consider that Tesla delivered more than two cars per minute in the fourth quarter.</p><p>Even more impressive is that Tesla delivered more cars in 2021 than it did in 2020 and 2019 combined. Deliveries increased 87% year over year and are up 924% in the last five years.</p><table width=\"488\"><thead><tr><th><p>Vehicle</p></th><th><p>2021 Deliveries</p></th><th><p>2020 Deliveries</p></th><th><p>2019 Deliveries</p></th><th><p>2018 Deliveries</p></th><th><p>2017 Deliveries</p></th></tr></thead><tbody><tr><td width=\"77\"><p>Model S/X</p></td><td width=\"78\"><p>24,964</p></td><td width=\"83\"><p>57,039</p></td><td width=\"83\"><p>68,650</p></td><td width=\"83\"><p>99,393</p></td><td width=\"83\"><p>101,312</p></td></tr><tr><td width=\"77\"><p>Model 3/Y</p></td><td width=\"78\"><p>911,208</p></td><td width=\"83\"><p>442,511</p></td><td width=\"83\"><p>312,650</p></td><td width=\"83\"><p>145,846</p></td><td width=\"83\"><p>0</p></td></tr><tr><td width=\"77\"><p>Total</p></td><td width=\"78\"><p>936,172</p></td><td width=\"83\"><p>499,550</p></td><td width=\"83\"><p>381,300</p></td><td width=\"83\"><p>245,240</p></td><td width=\"83\"><p>101,312</p></td></tr></tbody></table><p>Data source: Tesla.</p><p>What separates Tesla from other automakers isn&#39;t just its torrid growth rate but its profitability. In just three years, Tesla has evolved from an unprofitable, unpredictable, and overpromising business to a polished company that sports the highest operating margin among major automakers.</p><p><img src=\"https://static.tigerbbs.com/13208be80159284c09b86eeb447fd5b6\" tg-width=\"720\" tg-height=\"567\" referrerpolicy=\"no-referrer\"/></p><p>TSLA Operating Margin (Quarterly) data by YCharts</p><p>Having a high operating margin means that Tesla converts roughly $0.15 of every dollar in sales into earnings before interest, taxes, and so forth. The auto industry is an incredibly capital-intensive field. Tesla&#39;s direct-to-consumer sales strategy and negligible advertising expenses minimize costs and do a big service to its profitability.</p><h2>Sights set on disruption</h2><p>Lucid and <b>Rivian Automotive</b> (NASDAQ:RIVN) hope to follow in Tesla&#39;s footsteps by starting with lower-production, higher-margin models and then scaling production so that lower-priced vehicles can be profitable. In Lucid&#39;s case, it expects to produce and deliver 20,000 cars in 2022, which is how many Tesla delivered in less than the average week during its fourth quarter.</p><p>Lucid&#39;s numbers may seem paltry in comparison. But if Lucid is successful in rolling out four trims of its Air sedan at price points ranging from $77,400 to $169,000, it could become established as a formidable player in the luxury EV sedan market. As of its third quarter, Lucid said it has over 17,000 reservations, putting the emphasis on mastering mass production instead of sales.</p><p><img src=\"https://static.tigerbbs.com/0b775272397f404cf3b10778a36c57a2\" tg-width=\"720\" tg-height=\"584\" referrerpolicy=\"no-referrer\"/></p><p>TSLA data by YCharts</p><p>Similarly, Rivian already has over 71,000 reservations for its R1T electric pickup truck. Its Illinois factory has a production capacity of 150,000 vehicles per year, with plans to expand that to 200,000. It&#39;s also building a plant in Georgia with an annual capacity of 400,000 vehicles per year.</p><p>2021 was the year Lucid and Rivian proved their technological prowess and went public. In 2022, they&#39;ll show whether they can produce and deliver their vehicles, and how they&#39;re progressing toward higher production and revenue growth. In 2023 or later, investors should have a better understanding of profit and positive operating cash flow.</p><h2>A red-hot industry</h2><p>Lucid, Tesla, and Ford easily beat the market in 2021. For EV stocks to continue outperforming in 2022, the established players will need to put up strong revenue and profit growth, and up-and-coming players like Lucid and Rivian will need to narrow the gap between their goals and their results.</p><p>Despite the potential for newcomers to disrupt the industry, it&#39;s important to remember that Lucid and Rivian are a long way from becoming &#34;the next Tesla.&#34; In many ways, Lucid and Rivian are just the tip of the EV stock iceberg. There&#39;s never been a better time to invest in EVs because investors have more options than ever. Crafting your own basket of your favorite EV stocks is a great way to gain exposure to an exciting industry without betting the farm on a single prospect.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Could Tesla, Lucid, and Rivian Make EVs the Best-Performing Industry of 2022?</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\">\nCould Tesla, Lucid, and Rivian Make EVs the Best-Performing Industry of 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/05/could-tesla-lucid-and-rivian-make-evs-the-best-per/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle (EV) stocks have wasted no time in 2022 making a splash. Tesla (NASDAQ:TSLA) reported its fourth-quarter and full-year 2021 production and delivery numbers on Sunday, blowing ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/05/could-tesla-lucid-and-rivian-make-evs-the-best-per/\">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","RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc","BK4099":"汽车制造商"},"source_url":"https://www.fool.com/investing/2022/01/05/could-tesla-lucid-and-rivian-make-evs-the-best-per/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201236894","content_text":"Electric vehicle (EV) stocks have wasted no time in 2022 making a splash. Tesla (NASDAQ:TSLA) reported its fourth-quarter and full-year 2021 production and delivery numbers on Sunday, blowing expectations out of the water and launching the stock to within striking distance of its all-time high.Tesla's share price shot up over 14% on the day, which had beneficial ripple effects extending to EV names like Lucid Group (NASDAQ:LCID). With such a hot start to the year, could EVs be 2022's best-performing industry? Let's look at where the sector could go from here and how investors should play it.Zeroing in on the hottest industriesIn 2020, solar energy captured the spotlight as the best performing industry. The Invesco Solar ETF (NYSEMKT:TAN), which contains a mix of solar energy players, rose over 230% in 2020. In 2021, the energy sector was the best performing sector in the S&P 500 with oil and gas companies benefitting from rising energy prices and stemming from the fact that it had room to rebound after a rough 2020 (the energy sector was the worst-performing sector in the S&P 500 in 2020).EV stocks did well in 2021, with Lucid gaining 280%, Ford Motor Company up 136%, and many other players outperforming the market. EVs were certainly one of the top industries, but the bulk of the broader market gains was driven by mega-cap tech stocks.EVs have similar potential to growth industries such as renewable energy, cloud computing, software, cybersecurity, and the metaverse. EVs aren't necessarily a better place to invest, but the chance of success is arguably higher with EVs than, say, which cryptocurrency is going to take off next.EVs have the potential to impact the daily lives of many in the near future in a personal and visible way. Given how capital intensive the industry is, it's also a long-term growth story that won't change overnight. Companies take time to develop vehicles and scale production. Buying and holding EV stocks could be rewarding from a financial standpoint and the investment thesis is easier for people to understand than say, tech companies working on the metaverse.The king isn't giving up its throne anytime soonTesla delivered over 308,000 vehicles in the fourth quarter, which was 17% higher than the 263,000 expected. To put that number into perspective, consider that Tesla delivered more than two cars per minute in the fourth quarter.Even more impressive is that Tesla delivered more cars in 2021 than it did in 2020 and 2019 combined. Deliveries increased 87% year over year and are up 924% in the last five years.Vehicle2021 Deliveries2020 Deliveries2019 Deliveries2018 Deliveries2017 DeliveriesModel S/X24,96457,03968,65099,393101,312Model 3/Y911,208442,511312,650145,8460Total936,172499,550381,300245,240101,312Data source: Tesla.What separates Tesla from other automakers isn't just its torrid growth rate but its profitability. In just three years, Tesla has evolved from an unprofitable, unpredictable, and overpromising business to a polished company that sports the highest operating margin among major automakers.TSLA Operating Margin (Quarterly) data by YChartsHaving a high operating margin means that Tesla converts roughly $0.15 of every dollar in sales into earnings before interest, taxes, and so forth. The auto industry is an incredibly capital-intensive field. Tesla's direct-to-consumer sales strategy and negligible advertising expenses minimize costs and do a big service to its profitability.Sights set on disruptionLucid and Rivian Automotive (NASDAQ:RIVN) hope to follow in Tesla's footsteps by starting with lower-production, higher-margin models and then scaling production so that lower-priced vehicles can be profitable. In Lucid's case, it expects to produce and deliver 20,000 cars in 2022, which is how many Tesla delivered in less than the average week during its fourth quarter.Lucid's numbers may seem paltry in comparison. But if Lucid is successful in rolling out four trims of its Air sedan at price points ranging from $77,400 to $169,000, it could become established as a formidable player in the luxury EV sedan market. As of its third quarter, Lucid said it has over 17,000 reservations, putting the emphasis on mastering mass production instead of sales.TSLA data by YChartsSimilarly, Rivian already has over 71,000 reservations for its R1T electric pickup truck. Its Illinois factory has a production capacity of 150,000 vehicles per year, with plans to expand that to 200,000. It's also building a plant in Georgia with an annual capacity of 400,000 vehicles per year.2021 was the year Lucid and Rivian proved their technological prowess and went public. In 2022, they'll show whether they can produce and deliver their vehicles, and how they're progressing toward higher production and revenue growth. In 2023 or later, investors should have a better understanding of profit and positive operating cash flow.A red-hot industryLucid, Tesla, and Ford easily beat the market in 2021. For EV stocks to continue outperforming in 2022, the established players will need to put up strong revenue and profit growth, and up-and-coming players like Lucid and Rivian will need to narrow the gap between their goals and their results.Despite the potential for newcomers to disrupt the industry, it's important to remember that Lucid and Rivian are a long way from becoming \"the next Tesla.\" In many ways, Lucid and Rivian are just the tip of the EV stock iceberg. There's never been a better time to invest in EVs because investors have more options than ever. Crafting your own basket of your favorite EV stocks is a great way to gain exposure to an exciting industry without betting the farm on a single prospect.","news_type":1},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008806427,"gmtCreate":1641398758806,"gmtModify":1676533610749,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399316145808","authorIdStr":"3572399316145808"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008806427","repostId":"2201236894","repostType":4,"repost":{"id":"2201236894","kind":"highlight","pubTimestamp":1641396703,"share":"https://ttm.financial/m/news/2201236894?lang=&edition=fundamental","pubTime":"2022-01-05 23:31","market":"us","language":"en","title":"Could Tesla, Lucid, and Rivian Make EVs the Best-Performing Industry of 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=2201236894","media":"Motley Fool","summary":"These three growth stocks are looking to disrupt the auto industry.","content":"<html><head></head><body><p>Electric vehicle (EV) stocks have wasted no time in 2022 making a splash. <b>Tesla </b>(NASDAQ:TSLA) reported its fourth-quarter and full-year 2021 production and delivery numbers on Sunday, blowing expectations out of the water and launching the stock to within striking distance of its all-time high.</p><p>Tesla&#39;s share price shot up over 14% on the day, which had beneficial ripple effects extending to EV names like <b>Lucid Group</b> (NASDAQ:LCID). With such a hot start to the year, could EVs be 2022&#39;s best-performing industry? Let&#39;s look at where the sector could go from here and how investors should play it.</p><h2>Zeroing in on the hottest industries</h2><p>In 2020, solar energy captured the spotlight as the best performing industry. The <b>Invesco Solar ETF</b> (NYSEMKT:TAN), which contains a mix of solar energy players, rose over 230% in 2020. In 2021, the energy sector was the best performing sector in the <b>S&amp;P 500</b> with oil and gas companies benefitting from rising energy prices and stemming from the fact that it had room to rebound after a rough 2020 (the energy sector was the worst-performing sector in the S&amp;P 500 in 2020).</p><p>EV stocks did well in 2021, with Lucid gaining 280%, <b>Ford Motor Company</b> up 136%, and many other players outperforming the market. EVs were certainly one of the top industries, but the bulk of the broader market gains was driven by mega-cap tech stocks.</p><p>EVs have similar potential to growth industries such as renewable energy, cloud computing, software, cybersecurity, and the metaverse. EVs aren&#39;t necessarily a better place to invest, but the chance of success is arguably higher with EVs than, say, which cryptocurrency is going to take off next.</p><p>EVs have the potential to impact the daily lives of many in the near future in a personal and visible way. Given how capital intensive the industry is, it&#39;s also a long-term growth story that won&#39;t change overnight. Companies take time to develop vehicles and scale production. Buying and holding EV stocks could be rewarding from a financial standpoint and the investment thesis is easier for people to understand than say, tech companies working on the metaverse.</p><h2>The king isn&#39;t giving up its throne anytime soon</h2><p>Tesla delivered over 308,000 vehicles in the fourth quarter, which was 17% higher than the 263,000 expected. To put that number into perspective, consider that Tesla delivered more than two cars per minute in the fourth quarter.</p><p>Even more impressive is that Tesla delivered more cars in 2021 than it did in 2020 and 2019 combined. Deliveries increased 87% year over year and are up 924% in the last five years.</p><table width=\"488\"><thead><tr><th><p>Vehicle</p></th><th><p>2021 Deliveries</p></th><th><p>2020 Deliveries</p></th><th><p>2019 Deliveries</p></th><th><p>2018 Deliveries</p></th><th><p>2017 Deliveries</p></th></tr></thead><tbody><tr><td width=\"77\"><p>Model S/X</p></td><td width=\"78\"><p>24,964</p></td><td width=\"83\"><p>57,039</p></td><td width=\"83\"><p>68,650</p></td><td width=\"83\"><p>99,393</p></td><td width=\"83\"><p>101,312</p></td></tr><tr><td width=\"77\"><p>Model 3/Y</p></td><td width=\"78\"><p>911,208</p></td><td width=\"83\"><p>442,511</p></td><td width=\"83\"><p>312,650</p></td><td width=\"83\"><p>145,846</p></td><td width=\"83\"><p>0</p></td></tr><tr><td width=\"77\"><p>Total</p></td><td width=\"78\"><p>936,172</p></td><td width=\"83\"><p>499,550</p></td><td width=\"83\"><p>381,300</p></td><td width=\"83\"><p>245,240</p></td><td width=\"83\"><p>101,312</p></td></tr></tbody></table><p>Data source: Tesla.</p><p>What separates Tesla from other automakers isn&#39;t just its torrid growth rate but its profitability. In just three years, Tesla has evolved from an unprofitable, unpredictable, and overpromising business to a polished company that sports the highest operating margin among major automakers.</p><p><img src=\"https://static.tigerbbs.com/13208be80159284c09b86eeb447fd5b6\" tg-width=\"720\" tg-height=\"567\" referrerpolicy=\"no-referrer\"/></p><p>TSLA Operating Margin (Quarterly) data by YCharts</p><p>Having a high operating margin means that Tesla converts roughly $0.15 of every dollar in sales into earnings before interest, taxes, and so forth. The auto industry is an incredibly capital-intensive field. Tesla&#39;s direct-to-consumer sales strategy and negligible advertising expenses minimize costs and do a big service to its profitability.</p><h2>Sights set on disruption</h2><p>Lucid and <b>Rivian Automotive</b> (NASDAQ:RIVN) hope to follow in Tesla&#39;s footsteps by starting with lower-production, higher-margin models and then scaling production so that lower-priced vehicles can be profitable. In Lucid&#39;s case, it expects to produce and deliver 20,000 cars in 2022, which is how many Tesla delivered in less than the average week during its fourth quarter.</p><p>Lucid&#39;s numbers may seem paltry in comparison. But if Lucid is successful in rolling out four trims of its Air sedan at price points ranging from $77,400 to $169,000, it could become established as a formidable player in the luxury EV sedan market. As of its third quarter, Lucid said it has over 17,000 reservations, putting the emphasis on mastering mass production instead of sales.</p><p><img src=\"https://static.tigerbbs.com/0b775272397f404cf3b10778a36c57a2\" tg-width=\"720\" tg-height=\"584\" referrerpolicy=\"no-referrer\"/></p><p>TSLA data by YCharts</p><p>Similarly, Rivian already has over 71,000 reservations for its R1T electric pickup truck. Its Illinois factory has a production capacity of 150,000 vehicles per year, with plans to expand that to 200,000. It&#39;s also building a plant in Georgia with an annual capacity of 400,000 vehicles per year.</p><p>2021 was the year Lucid and Rivian proved their technological prowess and went public. In 2022, they&#39;ll show whether they can produce and deliver their vehicles, and how they&#39;re progressing toward higher production and revenue growth. In 2023 or later, investors should have a better understanding of profit and positive operating cash flow.</p><h2>A red-hot industry</h2><p>Lucid, Tesla, and Ford easily beat the market in 2021. For EV stocks to continue outperforming in 2022, the established players will need to put up strong revenue and profit growth, and up-and-coming players like Lucid and Rivian will need to narrow the gap between their goals and their results.</p><p>Despite the potential for newcomers to disrupt the industry, it&#39;s important to remember that Lucid and Rivian are a long way from becoming &#34;the next Tesla.&#34; In many ways, Lucid and Rivian are just the tip of the EV stock iceberg. There&#39;s never been a better time to invest in EVs because investors have more options than ever. Crafting your own basket of your favorite EV stocks is a great way to gain exposure to an exciting industry without betting the farm on a single prospect.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Could Tesla, Lucid, and Rivian Make EVs the Best-Performing Industry of 2022?</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\">\nCould Tesla, Lucid, and Rivian Make EVs the Best-Performing Industry of 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/05/could-tesla-lucid-and-rivian-make-evs-the-best-per/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle (EV) stocks have wasted no time in 2022 making a splash. Tesla (NASDAQ:TSLA) reported its fourth-quarter and full-year 2021 production and delivery numbers on Sunday, blowing ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/05/could-tesla-lucid-and-rivian-make-evs-the-best-per/\">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","RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc","BK4099":"汽车制造商"},"source_url":"https://www.fool.com/investing/2022/01/05/could-tesla-lucid-and-rivian-make-evs-the-best-per/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201236894","content_text":"Electric vehicle (EV) stocks have wasted no time in 2022 making a splash. Tesla (NASDAQ:TSLA) reported its fourth-quarter and full-year 2021 production and delivery numbers on Sunday, blowing expectations out of the water and launching the stock to within striking distance of its all-time high.Tesla's share price shot up over 14% on the day, which had beneficial ripple effects extending to EV names like Lucid Group (NASDAQ:LCID). With such a hot start to the year, could EVs be 2022's best-performing industry? Let's look at where the sector could go from here and how investors should play it.Zeroing in on the hottest industriesIn 2020, solar energy captured the spotlight as the best performing industry. The Invesco Solar ETF (NYSEMKT:TAN), which contains a mix of solar energy players, rose over 230% in 2020. In 2021, the energy sector was the best performing sector in the S&P 500 with oil and gas companies benefitting from rising energy prices and stemming from the fact that it had room to rebound after a rough 2020 (the energy sector was the worst-performing sector in the S&P 500 in 2020).EV stocks did well in 2021, with Lucid gaining 280%, Ford Motor Company up 136%, and many other players outperforming the market. EVs were certainly one of the top industries, but the bulk of the broader market gains was driven by mega-cap tech stocks.EVs have similar potential to growth industries such as renewable energy, cloud computing, software, cybersecurity, and the metaverse. EVs aren't necessarily a better place to invest, but the chance of success is arguably higher with EVs than, say, which cryptocurrency is going to take off next.EVs have the potential to impact the daily lives of many in the near future in a personal and visible way. Given how capital intensive the industry is, it's also a long-term growth story that won't change overnight. Companies take time to develop vehicles and scale production. Buying and holding EV stocks could be rewarding from a financial standpoint and the investment thesis is easier for people to understand than say, tech companies working on the metaverse.The king isn't giving up its throne anytime soonTesla delivered over 308,000 vehicles in the fourth quarter, which was 17% higher than the 263,000 expected. To put that number into perspective, consider that Tesla delivered more than two cars per minute in the fourth quarter.Even more impressive is that Tesla delivered more cars in 2021 than it did in 2020 and 2019 combined. Deliveries increased 87% year over year and are up 924% in the last five years.Vehicle2021 Deliveries2020 Deliveries2019 Deliveries2018 Deliveries2017 DeliveriesModel S/X24,96457,03968,65099,393101,312Model 3/Y911,208442,511312,650145,8460Total936,172499,550381,300245,240101,312Data source: Tesla.What separates Tesla from other automakers isn't just its torrid growth rate but its profitability. In just three years, Tesla has evolved from an unprofitable, unpredictable, and overpromising business to a polished company that sports the highest operating margin among major automakers.TSLA Operating Margin (Quarterly) data by YChartsHaving a high operating margin means that Tesla converts roughly $0.15 of every dollar in sales into earnings before interest, taxes, and so forth. The auto industry is an incredibly capital-intensive field. Tesla's direct-to-consumer sales strategy and negligible advertising expenses minimize costs and do a big service to its profitability.Sights set on disruptionLucid and Rivian Automotive (NASDAQ:RIVN) hope to follow in Tesla's footsteps by starting with lower-production, higher-margin models and then scaling production so that lower-priced vehicles can be profitable. In Lucid's case, it expects to produce and deliver 20,000 cars in 2022, which is how many Tesla delivered in less than the average week during its fourth quarter.Lucid's numbers may seem paltry in comparison. But if Lucid is successful in rolling out four trims of its Air sedan at price points ranging from $77,400 to $169,000, it could become established as a formidable player in the luxury EV sedan market. As of its third quarter, Lucid said it has over 17,000 reservations, putting the emphasis on mastering mass production instead of sales.TSLA data by YChartsSimilarly, Rivian already has over 71,000 reservations for its R1T electric pickup truck. Its Illinois factory has a production capacity of 150,000 vehicles per year, with plans to expand that to 200,000. It's also building a plant in Georgia with an annual capacity of 400,000 vehicles per year.2021 was the year Lucid and Rivian proved their technological prowess and went public. In 2022, they'll show whether they can produce and deliver their vehicles, and how they're progressing toward higher production and revenue growth. In 2023 or later, investors should have a better understanding of profit and positive operating cash flow.A red-hot industryLucid, Tesla, and Ford easily beat the market in 2021. For EV stocks to continue outperforming in 2022, the established players will need to put up strong revenue and profit growth, and up-and-coming players like Lucid and Rivian will need to narrow the gap between their goals and their results.Despite the potential for newcomers to disrupt the industry, it's important to remember that Lucid and Rivian are a long way from becoming \"the next Tesla.\" In many ways, Lucid and Rivian are just the tip of the EV stock iceberg. There's never been a better time to invest in EVs because investors have more options than ever. Crafting your own basket of your favorite EV stocks is a great way to gain exposure to an exciting industry without betting the farm on a single prospect.","news_type":1},"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001523437,"gmtCreate":1641279722374,"gmtModify":1676533592561,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399316145808","authorIdStr":"3572399316145808"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001523437","repostId":"1179133564","repostType":4,"repost":{"id":"1179133564","kind":"news","pubTimestamp":1641266758,"share":"https://ttm.financial/m/news/1179133564?lang=&edition=fundamental","pubTime":"2022-01-04 11:25","market":"us","language":"en","title":"Is Apple Stock Likely To Reach $200 In 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179133564","media":"Seeking Alpha","summary":"SummaryApple stock received a lot of interest recently as it surged in early December and has mainta","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple stock received a lot of interest recently as it surged in early December and has maintained its market outperformance.</li><li>We discuss the critical drivers for investors to watch moving into 2022.</li><li>We also discuss whether Apple stock is likely to reach $200 moving forward.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e9d29c6db997dd98e087415e7e2acfe\" tg-width=\"1536\" tg-height=\"1036\" referrerpolicy=\"no-referrer\"/><span>Justin Sullivan/Getty Images News</span></p><p><b>Investment Thesis</b></p><p>Apple Inc. (AAPL) has recently drawn significant interest among investors as the stock has continued to outperform the market since early December. It&#39;s notable since AAPL stock has lagged the market for almost the whole year. However, investors&#39; interests spiked following the series of successful new product launches, including its pivotal iPhone 13.</p><p>Supply chain checks from numerous sell-side analysts have also demonstrated that the delays over its iPhones have improved markedly. In addition, Goldman Sachs also highlighted that lead times were down significantly in mid-December as Apple continues to leverage strong iPhone demand in its most crucial calendar quarter.</p><p>AAPL stock continues to hold its price steadily, briefly topped a $3T market cap milestone. However, there shouldn&#39;t be any doubt that AAPL stock has had an unmistakable long-term uptrend over the years. Moreover, given that the company has multiple long-term secular drivers driving its business model, we are confident that the stock can reach $200 in 2022.</p><p>We discuss these critical drivers for AAPL stock as we head into 2022 with the $3T market cap looking over the horizon.</p><p><b>Services Revenue Growth Could Have Been Significantly Understated</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a837d0ef4f22be5610e00a0a6c3b6a5\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Apple revenue and adjusted EBITDA mean consensus estimates. Data source: S&amp;P Capital IQ</span></p><p>Apple bears have often pointed out the deceleration in the company&#39;s topline growth as proof of a stock that is massively overvalued. It&#39;s easy to understand what they mean. Readers can refer to the chart above, where Apple&#39;s revenue growth is estimated to decelerate over the next three years. Consensus estimates point to a revenue CAGR of just 4.6% through FY24. Moreover, its adjusted EBITDA margins are likely to remain consistent. But, AAPL is not projected to gain leverage towards its profitability. Hence, bearish investors claim they don&#39;t understand how the Cupertino company can continue to justify its current valuation.</p><p>But, we think investors need to step back and consider the critical growth drivers for AAPL moving forward. So let us present our analysis.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3850a7b0d906064e94b474a4f50c3fd4\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Apple iPhone and services revenue estimates. Data source: Trefis, author</span></p><p>Readers can refer to the above model, where iPhone&#39;s revenue is estimated to increase at a CAGR of just 2.2% over the next five years. However, Apple&#39;s services segment (including App Store&#39;s revenue) is projected to increase its revenue at a CAGR of 11% through FY26, reaching $115B. We think these estimates are relatively conservative. Based on these estimates, a SOTP implied fair value of $159 was reached for AAPL stock. It also includes other segments but was mainly driven by the two critical segments above. iPhone and services accounted for 43% and 25% of its SOTP valuation.</p><p>But, we believe that these estimates may not have captured the multiple growth drivers underpinning the App Store. Why?</p><p>Based on recent estimates by Sensor Tower, App Store&#39;s revenue is estimated to increase at a CAGR of 20.7% through CY25, reaching $185B. Notably, it&#39;s way ahead of the estimate of $115B that we discussed earlier for the entire services segment. Importantly, we have not even included revenue from the other services other than App Store&#39;s contribution. Therefore, we think that readers need to consider that the Street consensus may have significantly underestimated the prowess of Apple&#39;s highly profitable (estimated operating margin &gt; 70%) App Store.</p><p>We are not saying that Sensor Tower&#39;s estimate is the source of truth. But, we wanted to highlight that investors should pay more attention to Apple&#39;s key services segment. Sensor Tower presented a region by region breakdown, which we thought seemed credible, and we encourage investors to monitor closely.</p><p><b>Don&#39;t Ignore Apple&#39;s Metaverse Ambitions</b></p><p>Renowned TF International Securities analyst Ming-Chi Kuo estimated that Apple&#39;s AR/VR device would be released sometime in Q4&#39;22. We believe this is significant as it augurs well for Apple&#39;s ambitions into the metaverse. There&#39;s little doubt that Meta Platforms (FB) and Microsoft(MSFT) are strengthening their lead in the consumer and commercial AR/VR space.According to TrendForce, global AR/VR device shipment is estimated to reach 12.02M units, up 26.4% YoY in 2022. Moreover, the market is estimated to grow rapidly through 2025, reaching 25.76M units at a CAGR of 38.8%. Notably, it expects Meta&#39;s Oculus devices to maintain a 66% consumer market share. But, TrendForce also noted that (edited):</p><blockquote>AR/VR device suppliers may look to expand their user base and increase their market penetration via low-priced yet high-spec devices,<i>while compensating for their reduced hardware profitability through software sales</i>. (TrendForce)</blockquote><p>Software sales indeed. Apple runs the largest mobile ecosystem globally, which dwarfs Google Play&#39;s (GOOG) (GOOGL) revenue. Therefore, we believe the entry of Apple into the metaverse game could significantly raise the company&#39;s monetization opportunities. Theories that Meta Platform has ambitions to displace Apple as the next-gen computing platform abound. However, we have also discussed thatMeta Platforms&#39; eventual metaverse will unlikely be the only virtual world we will ever experience. Instead, the metaverse will likely be a series of interconnected virtual worlds that will be interoperable. So, Apple could still be the critical ecosystem owner as creators build their virtual worlds to be monetized through the App Store, reaching out to Apple&#39;s more than 1B (and growing) installed base.</p><p>TrendForce also added that global VR content revenue is estimated to grow at a rapid 40% CAGR through 2025, reaching $8.3B. The content will be varied but primarily consisting of &#34;gaming/entertainment, videos, and social interactions.&#34; Therefore, Apple can continue to leverage such opportunities through its massive ecosystem. We think these opportunities are so novel that it hasn&#39;t even been written into Apple&#39;s consensus estimates just yet. But, once Apple&#39;s AR/VR devices are launched, we believe that the revenue runway could become even more apparent. However, we must still caution that we are still very early into Apple&#39;s metaverse ambitions. But, we believe that Apple will be a critical player in defining the metaverse through its ecosystem. It won&#39;t be very smart to consider that Apple doesn&#39;t have a clearly-defined metaverse strategy.</p><p><b>So, is AAPL Stock a Buy Now?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6087fafa5c6ee0f2958f8d29919c3eb5\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/><span>AAPL stock EV/NTM EBIT, and Normalized P/E (NTM) 3Y mean.</span></p><p>If you consider AAPL stock&#39;s relative valuation against its 3Y mean, there&#39;s little doubt that AAPL stock seems expensive. It&#39;s trading at an EV/NTM EBIT of 26x, way above its 3Y mean of 19.3x. In addition, its normalized P/E (NTM) also read 31.2x, significantly ahead of its 3Y mean of 23.9x. Therefore, we wouldn&#39;t blame bearish investors who think that AAPL stock seems well overvalued now.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c889e6a8aa5fe9751c5d695481f9d3b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Apple unlevered FCF estimates. Data source: S&amp;P Capital IQ, author</span></p><p>However, we also estimated that AAPL stock would continue to generate robust FCF growth over time. Moreover, our model is even more conservative than the consensus estimates. In addition, we have also not considered Sensor Tower&#39;s estimates or Apple&#39;s metaverse opportunities that we discussed earlier. Nevertheless, it led us towards a DCF implied fair value estimate of $153, which we highlighted in our previous article. It&#39;s also quite close to our SOTP implied fair value of $159 that we showed earlier. Therefore, it&#39;s clear that these estimates have not factored for the robust services growth and the potential metaverse opportunities that could accrue to Apple over the next five to ten years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de1380b774a68d31c93eaf939fb99e27\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><span>AAPL stock price action.</span></p><p>Nevertheless, we think that AAPL stock looks extended, as seen above. But, as mentioned, it wouldn&#39;t be very smart for investors to bet against CEO Tim Cook &amp; Co. The stock&#39;s long-term uptrend is clear for all to observe.</p><p>So, we are clear that the stock would likely break the $200 level in 2022 as the excitement surrounding its AR/VR launch gets closers, coupled with its services segment revenue growth in its earnings releases. As a result, we believe that AAPL&#39;s stock price could be re-rated to reflect its potential over the next year.</p><p>Nevertheless, due to its over-extended price action, we encourage some patience with AAPL stock. But, if you have no AAPL stock, we think you can consider adding at this price if you are a long-term investor. We don&#39;t believe it&#39;s significantly overvalued, as discussed earlier. But, if you already have considerable exposure relative to your portfolio, we think you can wait for a potentially better entry point with some patience.</p><p>Therefore, we reiterate our Neutral rating on AAPL stock for now.</p><p>This article was written by JR Research.</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>Is Apple Stock Likely To Reach $200 In 2022?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Apple Stock Likely To Reach $200 In 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-04 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4477741-apple-stock-reach-200-in-2022><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple stock received a lot of interest recently as it surged in early December and has maintained its market outperformance.We discuss the critical drivers for investors to watch moving into ...</p>\n\n<a href=\"https://seekingalpha.com/article/4477741-apple-stock-reach-200-in-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4477741-apple-stock-reach-200-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179133564","content_text":"SummaryApple stock received a lot of interest recently as it surged in early December and has maintained its market outperformance.We discuss the critical drivers for investors to watch moving into 2022.We also discuss whether Apple stock is likely to reach $200 moving forward.Justin Sullivan/Getty Images NewsInvestment ThesisApple Inc. (AAPL) has recently drawn significant interest among investors as the stock has continued to outperform the market since early December. It's notable since AAPL stock has lagged the market for almost the whole year. However, investors' interests spiked following the series of successful new product launches, including its pivotal iPhone 13.Supply chain checks from numerous sell-side analysts have also demonstrated that the delays over its iPhones have improved markedly. In addition, Goldman Sachs also highlighted that lead times were down significantly in mid-December as Apple continues to leverage strong iPhone demand in its most crucial calendar quarter.AAPL stock continues to hold its price steadily, briefly topped a $3T market cap milestone. However, there shouldn't be any doubt that AAPL stock has had an unmistakable long-term uptrend over the years. Moreover, given that the company has multiple long-term secular drivers driving its business model, we are confident that the stock can reach $200 in 2022.We discuss these critical drivers for AAPL stock as we head into 2022 with the $3T market cap looking over the horizon.Services Revenue Growth Could Have Been Significantly UnderstatedApple revenue and adjusted EBITDA mean consensus estimates. Data source: S&P Capital IQApple bears have often pointed out the deceleration in the company's topline growth as proof of a stock that is massively overvalued. It's easy to understand what they mean. Readers can refer to the chart above, where Apple's revenue growth is estimated to decelerate over the next three years. Consensus estimates point to a revenue CAGR of just 4.6% through FY24. Moreover, its adjusted EBITDA margins are likely to remain consistent. But, AAPL is not projected to gain leverage towards its profitability. Hence, bearish investors claim they don't understand how the Cupertino company can continue to justify its current valuation.But, we think investors need to step back and consider the critical growth drivers for AAPL moving forward. So let us present our analysis.Apple iPhone and services revenue estimates. Data source: Trefis, authorReaders can refer to the above model, where iPhone's revenue is estimated to increase at a CAGR of just 2.2% over the next five years. However, Apple's services segment (including App Store's revenue) is projected to increase its revenue at a CAGR of 11% through FY26, reaching $115B. We think these estimates are relatively conservative. Based on these estimates, a SOTP implied fair value of $159 was reached for AAPL stock. It also includes other segments but was mainly driven by the two critical segments above. iPhone and services accounted for 43% and 25% of its SOTP valuation.But, we believe that these estimates may not have captured the multiple growth drivers underpinning the App Store. Why?Based on recent estimates by Sensor Tower, App Store's revenue is estimated to increase at a CAGR of 20.7% through CY25, reaching $185B. Notably, it's way ahead of the estimate of $115B that we discussed earlier for the entire services segment. Importantly, we have not even included revenue from the other services other than App Store's contribution. Therefore, we think that readers need to consider that the Street consensus may have significantly underestimated the prowess of Apple's highly profitable (estimated operating margin > 70%) App Store.We are not saying that Sensor Tower's estimate is the source of truth. But, we wanted to highlight that investors should pay more attention to Apple's key services segment. Sensor Tower presented a region by region breakdown, which we thought seemed credible, and we encourage investors to monitor closely.Don't Ignore Apple's Metaverse AmbitionsRenowned TF International Securities analyst Ming-Chi Kuo estimated that Apple's AR/VR device would be released sometime in Q4'22. We believe this is significant as it augurs well for Apple's ambitions into the metaverse. There's little doubt that Meta Platforms (FB) and Microsoft(MSFT) are strengthening their lead in the consumer and commercial AR/VR space.According to TrendForce, global AR/VR device shipment is estimated to reach 12.02M units, up 26.4% YoY in 2022. Moreover, the market is estimated to grow rapidly through 2025, reaching 25.76M units at a CAGR of 38.8%. Notably, it expects Meta's Oculus devices to maintain a 66% consumer market share. But, TrendForce also noted that (edited):AR/VR device suppliers may look to expand their user base and increase their market penetration via low-priced yet high-spec devices,while compensating for their reduced hardware profitability through software sales. (TrendForce)Software sales indeed. Apple runs the largest mobile ecosystem globally, which dwarfs Google Play's (GOOG) (GOOGL) revenue. Therefore, we believe the entry of Apple into the metaverse game could significantly raise the company's monetization opportunities. Theories that Meta Platform has ambitions to displace Apple as the next-gen computing platform abound. However, we have also discussed thatMeta Platforms' eventual metaverse will unlikely be the only virtual world we will ever experience. Instead, the metaverse will likely be a series of interconnected virtual worlds that will be interoperable. So, Apple could still be the critical ecosystem owner as creators build their virtual worlds to be monetized through the App Store, reaching out to Apple's more than 1B (and growing) installed base.TrendForce also added that global VR content revenue is estimated to grow at a rapid 40% CAGR through 2025, reaching $8.3B. The content will be varied but primarily consisting of \"gaming/entertainment, videos, and social interactions.\" Therefore, Apple can continue to leverage such opportunities through its massive ecosystem. We think these opportunities are so novel that it hasn't even been written into Apple's consensus estimates just yet. But, once Apple's AR/VR devices are launched, we believe that the revenue runway could become even more apparent. However, we must still caution that we are still very early into Apple's metaverse ambitions. But, we believe that Apple will be a critical player in defining the metaverse through its ecosystem. It won't be very smart to consider that Apple doesn't have a clearly-defined metaverse strategy.So, is AAPL Stock a Buy Now?AAPL stock EV/NTM EBIT, and Normalized P/E (NTM) 3Y mean.If you consider AAPL stock's relative valuation against its 3Y mean, there's little doubt that AAPL stock seems expensive. It's trading at an EV/NTM EBIT of 26x, way above its 3Y mean of 19.3x. In addition, its normalized P/E (NTM) also read 31.2x, significantly ahead of its 3Y mean of 23.9x. Therefore, we wouldn't blame bearish investors who think that AAPL stock seems well overvalued now.Apple unlevered FCF estimates. Data source: S&P Capital IQ, authorHowever, we also estimated that AAPL stock would continue to generate robust FCF growth over time. Moreover, our model is even more conservative than the consensus estimates. In addition, we have also not considered Sensor Tower's estimates or Apple's metaverse opportunities that we discussed earlier. Nevertheless, it led us towards a DCF implied fair value estimate of $153, which we highlighted in our previous article. It's also quite close to our SOTP implied fair value of $159 that we showed earlier. Therefore, it's clear that these estimates have not factored for the robust services growth and the potential metaverse opportunities that could accrue to Apple over the next five to ten years.AAPL stock price action.Nevertheless, we think that AAPL stock looks extended, as seen above. But, as mentioned, it wouldn't be very smart for investors to bet against CEO Tim Cook & Co. The stock's long-term uptrend is clear for all to observe.So, we are clear that the stock would likely break the $200 level in 2022 as the excitement surrounding its AR/VR launch gets closers, coupled with its services segment revenue growth in its earnings releases. As a result, we believe that AAPL's stock price could be re-rated to reflect its potential over the next year.Nevertheless, due to its over-extended price action, we encourage some patience with AAPL stock. But, if you have no AAPL stock, we think you can consider adding at this price if you are a long-term investor. We don't believe it's significantly overvalued, as discussed earlier. But, if you already have considerable exposure relative to your portfolio, we think you can wait for a potentially better entry point with some patience.Therefore, we reiterate our Neutral rating on AAPL stock for now.This article was written by JR Research.","news_type":1},"isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001914371,"gmtCreate":1641140773128,"gmtModify":1676533575555,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399316145808","authorIdStr":"3572399316145808"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001914371","repostId":"2200448674","repostType":4,"repost":{"id":"2200448674","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1641028848,"share":"https://ttm.financial/m/news/2200448674?lang=&edition=fundamental","pubTime":"2022-01-01 17:20","market":"hk","language":"en","title":"XPeng Says 16,000 Vehicles Were Delivered In Dec, A 181% Increase Y-O-Y","url":"https://stock-news.laohu8.com/highlight/detail?id=2200448674","media":"Reuters","summary":"Jan 1 (Reuters) - XPeng Inc   :* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER ","content":"<html><head></head><body><p>Jan 1 (Reuters) - XPeng Inc   :</p><p>* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER 2021</p><p>* 16,000 SMART EVS DELIVERED IN DECEMBER</p><p>* 16,000 VEHICLES DELIVERED IN DECEMBER 2021, A 181% INCREASE YEAR-OVER-YEAR</p><p>* 41,751 VEHICLES DELIVERED IN Q4 2021, A 222% INCREASE YEAR-OVER-YEAR</p><p>* 98,155 TOTAL VEHICLES DELIVERED IN 2021, A 263% INCREASE YEAR-OVER-YEAR</p><p>* CUMULATIVE DELIVERIES REACHED 137,953 AS OF END OF DECEMBER 2021</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>XPeng Says 16,000 Vehicles Were Delivered In Dec, A 181% Increase Y-O-Y</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\">\nXPeng Says 16,000 Vehicles Were Delivered In Dec, A 181% Increase Y-O-Y\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-01 17:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jan 1 (Reuters) - XPeng Inc   :</p><p>* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER 2021</p><p>* 16,000 SMART EVS DELIVERED IN DECEMBER</p><p>* 16,000 VEHICLES DELIVERED IN DECEMBER 2021, A 181% INCREASE YEAR-OVER-YEAR</p><p>* 41,751 VEHICLES DELIVERED IN Q4 2021, A 222% INCREASE YEAR-OVER-YEAR</p><p>* 98,155 TOTAL VEHICLES DELIVERED IN 2021, A 263% INCREASE YEAR-OVER-YEAR</p><p>* CUMULATIVE DELIVERIES REACHED 137,953 AS OF END OF DECEMBER 2021</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1119":"汽车制造商","BK1587":"次新股","BK1539":"汽车股","BK1588":"回港中概股","BK1575":"同股不同权","09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200448674","content_text":"Jan 1 (Reuters) - XPeng Inc   :* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER 2021* 16,000 SMART EVS DELIVERED IN DECEMBER* 16,000 VEHICLES DELIVERED IN DECEMBER 2021, A 181% INCREASE YEAR-OVER-YEAR* 41,751 VEHICLES DELIVERED IN Q4 2021, A 222% INCREASE YEAR-OVER-YEAR* 98,155 TOTAL VEHICLES DELIVERED IN 2021, A 263% INCREASE YEAR-OVER-YEAR* CUMULATIVE DELIVERIES REACHED 137,953 AS OF END OF DECEMBER 2021","news_type":1},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003437250,"gmtCreate":1641039517114,"gmtModify":1676533567094,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399316145808","authorIdStr":"3572399316145808"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003437250","repostId":"2200448674","repostType":4,"repost":{"id":"2200448674","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1641028848,"share":"https://ttm.financial/m/news/2200448674?lang=&edition=fundamental","pubTime":"2022-01-01 17:20","market":"hk","language":"en","title":"XPeng Says 16,000 Vehicles Were Delivered In Dec, A 181% Increase Y-O-Y","url":"https://stock-news.laohu8.com/highlight/detail?id=2200448674","media":"Reuters","summary":"Jan 1 (Reuters) - XPeng Inc   :* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER ","content":"<html><head></head><body><p>Jan 1 (Reuters) - XPeng Inc   :</p><p>* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER 2021</p><p>* 16,000 SMART EVS DELIVERED IN DECEMBER</p><p>* 16,000 VEHICLES DELIVERED IN DECEMBER 2021, A 181% INCREASE YEAR-OVER-YEAR</p><p>* 41,751 VEHICLES DELIVERED IN Q4 2021, A 222% INCREASE YEAR-OVER-YEAR</p><p>* 98,155 TOTAL VEHICLES DELIVERED IN 2021, A 263% INCREASE YEAR-OVER-YEAR</p><p>* CUMULATIVE DELIVERIES REACHED 137,953 AS OF END OF DECEMBER 2021</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>XPeng Says 16,000 Vehicles Were Delivered In Dec, A 181% Increase Y-O-Y</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\">\nXPeng Says 16,000 Vehicles Were Delivered In Dec, A 181% Increase Y-O-Y\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-01 17:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jan 1 (Reuters) - XPeng Inc   :</p><p>* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER 2021</p><p>* 16,000 SMART EVS DELIVERED IN DECEMBER</p><p>* 16,000 VEHICLES DELIVERED IN DECEMBER 2021, A 181% INCREASE YEAR-OVER-YEAR</p><p>* 41,751 VEHICLES DELIVERED IN Q4 2021, A 222% INCREASE YEAR-OVER-YEAR</p><p>* 98,155 TOTAL VEHICLES DELIVERED IN 2021, A 263% INCREASE YEAR-OVER-YEAR</p><p>* CUMULATIVE DELIVERIES REACHED 137,953 AS OF END OF DECEMBER 2021</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1119":"汽车制造商","BK1587":"次新股","BK1539":"汽车股","BK1588":"回港中概股","BK1575":"同股不同权","09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200448674","content_text":"Jan 1 (Reuters) - XPeng Inc   :* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER 2021* 16,000 SMART EVS DELIVERED IN DECEMBER* 16,000 VEHICLES DELIVERED IN DECEMBER 2021, A 181% INCREASE YEAR-OVER-YEAR* 41,751 VEHICLES DELIVERED IN Q4 2021, A 222% INCREASE YEAR-OVER-YEAR* 98,155 TOTAL VEHICLES DELIVERED IN 2021, A 263% INCREASE YEAR-OVER-YEAR* CUMULATIVE DELIVERIES REACHED 137,953 AS OF END OF DECEMBER 2021","news_type":1},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321886019,"gmtCreate":1615422135031,"gmtModify":1704782513563,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399316145808","authorIdStr":"3572399316145808"},"themes":[],"htmlText":"Let's go","listText":"Let's go","text":"Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/321886019","repostId":"1126403133","repostType":4,"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321881217,"gmtCreate":1615422034939,"gmtModify":1704782511446,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399316145808","authorIdStr":"3572399316145808"},"themes":[],"htmlText":"For comment","listText":"For comment","text":"For comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321881217","repostId":"1176251994","repostType":4,"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9001523437,"gmtCreate":1641279722374,"gmtModify":1676533592561,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399316145808","authorIdStr":"3572399316145808"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001523437","repostId":"1179133564","repostType":4,"repost":{"id":"1179133564","kind":"news","pubTimestamp":1641266758,"share":"https://ttm.financial/m/news/1179133564?lang=&edition=fundamental","pubTime":"2022-01-04 11:25","market":"us","language":"en","title":"Is Apple Stock Likely To Reach $200 In 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179133564","media":"Seeking Alpha","summary":"SummaryApple stock received a lot of interest recently as it surged in early December and has mainta","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple stock received a lot of interest recently as it surged in early December and has maintained its market outperformance.</li><li>We discuss the critical drivers for investors to watch moving into 2022.</li><li>We also discuss whether Apple stock is likely to reach $200 moving forward.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e9d29c6db997dd98e087415e7e2acfe\" tg-width=\"1536\" tg-height=\"1036\" referrerpolicy=\"no-referrer\"/><span>Justin Sullivan/Getty Images News</span></p><p><b>Investment Thesis</b></p><p>Apple Inc. (AAPL) has recently drawn significant interest among investors as the stock has continued to outperform the market since early December. It&#39;s notable since AAPL stock has lagged the market for almost the whole year. However, investors&#39; interests spiked following the series of successful new product launches, including its pivotal iPhone 13.</p><p>Supply chain checks from numerous sell-side analysts have also demonstrated that the delays over its iPhones have improved markedly. In addition, Goldman Sachs also highlighted that lead times were down significantly in mid-December as Apple continues to leverage strong iPhone demand in its most crucial calendar quarter.</p><p>AAPL stock continues to hold its price steadily, briefly topped a $3T market cap milestone. However, there shouldn&#39;t be any doubt that AAPL stock has had an unmistakable long-term uptrend over the years. Moreover, given that the company has multiple long-term secular drivers driving its business model, we are confident that the stock can reach $200 in 2022.</p><p>We discuss these critical drivers for AAPL stock as we head into 2022 with the $3T market cap looking over the horizon.</p><p><b>Services Revenue Growth Could Have Been Significantly Understated</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a837d0ef4f22be5610e00a0a6c3b6a5\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Apple revenue and adjusted EBITDA mean consensus estimates. Data source: S&amp;P Capital IQ</span></p><p>Apple bears have often pointed out the deceleration in the company&#39;s topline growth as proof of a stock that is massively overvalued. It&#39;s easy to understand what they mean. Readers can refer to the chart above, where Apple&#39;s revenue growth is estimated to decelerate over the next three years. Consensus estimates point to a revenue CAGR of just 4.6% through FY24. Moreover, its adjusted EBITDA margins are likely to remain consistent. But, AAPL is not projected to gain leverage towards its profitability. Hence, bearish investors claim they don&#39;t understand how the Cupertino company can continue to justify its current valuation.</p><p>But, we think investors need to step back and consider the critical growth drivers for AAPL moving forward. So let us present our analysis.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3850a7b0d906064e94b474a4f50c3fd4\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Apple iPhone and services revenue estimates. Data source: Trefis, author</span></p><p>Readers can refer to the above model, where iPhone&#39;s revenue is estimated to increase at a CAGR of just 2.2% over the next five years. However, Apple&#39;s services segment (including App Store&#39;s revenue) is projected to increase its revenue at a CAGR of 11% through FY26, reaching $115B. We think these estimates are relatively conservative. Based on these estimates, a SOTP implied fair value of $159 was reached for AAPL stock. It also includes other segments but was mainly driven by the two critical segments above. iPhone and services accounted for 43% and 25% of its SOTP valuation.</p><p>But, we believe that these estimates may not have captured the multiple growth drivers underpinning the App Store. Why?</p><p>Based on recent estimates by Sensor Tower, App Store&#39;s revenue is estimated to increase at a CAGR of 20.7% through CY25, reaching $185B. Notably, it&#39;s way ahead of the estimate of $115B that we discussed earlier for the entire services segment. Importantly, we have not even included revenue from the other services other than App Store&#39;s contribution. Therefore, we think that readers need to consider that the Street consensus may have significantly underestimated the prowess of Apple&#39;s highly profitable (estimated operating margin &gt; 70%) App Store.</p><p>We are not saying that Sensor Tower&#39;s estimate is the source of truth. But, we wanted to highlight that investors should pay more attention to Apple&#39;s key services segment. Sensor Tower presented a region by region breakdown, which we thought seemed credible, and we encourage investors to monitor closely.</p><p><b>Don&#39;t Ignore Apple&#39;s Metaverse Ambitions</b></p><p>Renowned TF International Securities analyst Ming-Chi Kuo estimated that Apple&#39;s AR/VR device would be released sometime in Q4&#39;22. We believe this is significant as it augurs well for Apple&#39;s ambitions into the metaverse. There&#39;s little doubt that Meta Platforms (FB) and Microsoft(MSFT) are strengthening their lead in the consumer and commercial AR/VR space.According to TrendForce, global AR/VR device shipment is estimated to reach 12.02M units, up 26.4% YoY in 2022. Moreover, the market is estimated to grow rapidly through 2025, reaching 25.76M units at a CAGR of 38.8%. Notably, it expects Meta&#39;s Oculus devices to maintain a 66% consumer market share. But, TrendForce also noted that (edited):</p><blockquote>AR/VR device suppliers may look to expand their user base and increase their market penetration via low-priced yet high-spec devices,<i>while compensating for their reduced hardware profitability through software sales</i>. (TrendForce)</blockquote><p>Software sales indeed. Apple runs the largest mobile ecosystem globally, which dwarfs Google Play&#39;s (GOOG) (GOOGL) revenue. Therefore, we believe the entry of Apple into the metaverse game could significantly raise the company&#39;s monetization opportunities. Theories that Meta Platform has ambitions to displace Apple as the next-gen computing platform abound. However, we have also discussed thatMeta Platforms&#39; eventual metaverse will unlikely be the only virtual world we will ever experience. Instead, the metaverse will likely be a series of interconnected virtual worlds that will be interoperable. So, Apple could still be the critical ecosystem owner as creators build their virtual worlds to be monetized through the App Store, reaching out to Apple&#39;s more than 1B (and growing) installed base.</p><p>TrendForce also added that global VR content revenue is estimated to grow at a rapid 40% CAGR through 2025, reaching $8.3B. The content will be varied but primarily consisting of &#34;gaming/entertainment, videos, and social interactions.&#34; Therefore, Apple can continue to leverage such opportunities through its massive ecosystem. We think these opportunities are so novel that it hasn&#39;t even been written into Apple&#39;s consensus estimates just yet. But, once Apple&#39;s AR/VR devices are launched, we believe that the revenue runway could become even more apparent. However, we must still caution that we are still very early into Apple&#39;s metaverse ambitions. But, we believe that Apple will be a critical player in defining the metaverse through its ecosystem. It won&#39;t be very smart to consider that Apple doesn&#39;t have a clearly-defined metaverse strategy.</p><p><b>So, is AAPL Stock a Buy Now?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6087fafa5c6ee0f2958f8d29919c3eb5\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/><span>AAPL stock EV/NTM EBIT, and Normalized P/E (NTM) 3Y mean.</span></p><p>If you consider AAPL stock&#39;s relative valuation against its 3Y mean, there&#39;s little doubt that AAPL stock seems expensive. It&#39;s trading at an EV/NTM EBIT of 26x, way above its 3Y mean of 19.3x. In addition, its normalized P/E (NTM) also read 31.2x, significantly ahead of its 3Y mean of 23.9x. Therefore, we wouldn&#39;t blame bearish investors who think that AAPL stock seems well overvalued now.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c889e6a8aa5fe9751c5d695481f9d3b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Apple unlevered FCF estimates. Data source: S&amp;P Capital IQ, author</span></p><p>However, we also estimated that AAPL stock would continue to generate robust FCF growth over time. Moreover, our model is even more conservative than the consensus estimates. In addition, we have also not considered Sensor Tower&#39;s estimates or Apple&#39;s metaverse opportunities that we discussed earlier. Nevertheless, it led us towards a DCF implied fair value estimate of $153, which we highlighted in our previous article. It&#39;s also quite close to our SOTP implied fair value of $159 that we showed earlier. Therefore, it&#39;s clear that these estimates have not factored for the robust services growth and the potential metaverse opportunities that could accrue to Apple over the next five to ten years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de1380b774a68d31c93eaf939fb99e27\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><span>AAPL stock price action.</span></p><p>Nevertheless, we think that AAPL stock looks extended, as seen above. But, as mentioned, it wouldn&#39;t be very smart for investors to bet against CEO Tim Cook &amp; Co. The stock&#39;s long-term uptrend is clear for all to observe.</p><p>So, we are clear that the stock would likely break the $200 level in 2022 as the excitement surrounding its AR/VR launch gets closers, coupled with its services segment revenue growth in its earnings releases. As a result, we believe that AAPL&#39;s stock price could be re-rated to reflect its potential over the next year.</p><p>Nevertheless, due to its over-extended price action, we encourage some patience with AAPL stock. But, if you have no AAPL stock, we think you can consider adding at this price if you are a long-term investor. We don&#39;t believe it&#39;s significantly overvalued, as discussed earlier. But, if you already have considerable exposure relative to your portfolio, we think you can wait for a potentially better entry point with some patience.</p><p>Therefore, we reiterate our Neutral rating on AAPL stock for now.</p><p>This article was written by JR Research.</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>Is Apple Stock Likely To Reach $200 In 2022?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Apple Stock Likely To Reach $200 In 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-04 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4477741-apple-stock-reach-200-in-2022><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple stock received a lot of interest recently as it surged in early December and has maintained its market outperformance.We discuss the critical drivers for investors to watch moving into ...</p>\n\n<a href=\"https://seekingalpha.com/article/4477741-apple-stock-reach-200-in-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4477741-apple-stock-reach-200-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179133564","content_text":"SummaryApple stock received a lot of interest recently as it surged in early December and has maintained its market outperformance.We discuss the critical drivers for investors to watch moving into 2022.We also discuss whether Apple stock is likely to reach $200 moving forward.Justin Sullivan/Getty Images NewsInvestment ThesisApple Inc. (AAPL) has recently drawn significant interest among investors as the stock has continued to outperform the market since early December. It's notable since AAPL stock has lagged the market for almost the whole year. However, investors' interests spiked following the series of successful new product launches, including its pivotal iPhone 13.Supply chain checks from numerous sell-side analysts have also demonstrated that the delays over its iPhones have improved markedly. In addition, Goldman Sachs also highlighted that lead times were down significantly in mid-December as Apple continues to leverage strong iPhone demand in its most crucial calendar quarter.AAPL stock continues to hold its price steadily, briefly topped a $3T market cap milestone. However, there shouldn't be any doubt that AAPL stock has had an unmistakable long-term uptrend over the years. Moreover, given that the company has multiple long-term secular drivers driving its business model, we are confident that the stock can reach $200 in 2022.We discuss these critical drivers for AAPL stock as we head into 2022 with the $3T market cap looking over the horizon.Services Revenue Growth Could Have Been Significantly UnderstatedApple revenue and adjusted EBITDA mean consensus estimates. Data source: S&P Capital IQApple bears have often pointed out the deceleration in the company's topline growth as proof of a stock that is massively overvalued. It's easy to understand what they mean. Readers can refer to the chart above, where Apple's revenue growth is estimated to decelerate over the next three years. Consensus estimates point to a revenue CAGR of just 4.6% through FY24. Moreover, its adjusted EBITDA margins are likely to remain consistent. But, AAPL is not projected to gain leverage towards its profitability. Hence, bearish investors claim they don't understand how the Cupertino company can continue to justify its current valuation.But, we think investors need to step back and consider the critical growth drivers for AAPL moving forward. So let us present our analysis.Apple iPhone and services revenue estimates. Data source: Trefis, authorReaders can refer to the above model, where iPhone's revenue is estimated to increase at a CAGR of just 2.2% over the next five years. However, Apple's services segment (including App Store's revenue) is projected to increase its revenue at a CAGR of 11% through FY26, reaching $115B. We think these estimates are relatively conservative. Based on these estimates, a SOTP implied fair value of $159 was reached for AAPL stock. It also includes other segments but was mainly driven by the two critical segments above. iPhone and services accounted for 43% and 25% of its SOTP valuation.But, we believe that these estimates may not have captured the multiple growth drivers underpinning the App Store. Why?Based on recent estimates by Sensor Tower, App Store's revenue is estimated to increase at a CAGR of 20.7% through CY25, reaching $185B. Notably, it's way ahead of the estimate of $115B that we discussed earlier for the entire services segment. Importantly, we have not even included revenue from the other services other than App Store's contribution. Therefore, we think that readers need to consider that the Street consensus may have significantly underestimated the prowess of Apple's highly profitable (estimated operating margin > 70%) App Store.We are not saying that Sensor Tower's estimate is the source of truth. But, we wanted to highlight that investors should pay more attention to Apple's key services segment. Sensor Tower presented a region by region breakdown, which we thought seemed credible, and we encourage investors to monitor closely.Don't Ignore Apple's Metaverse AmbitionsRenowned TF International Securities analyst Ming-Chi Kuo estimated that Apple's AR/VR device would be released sometime in Q4'22. We believe this is significant as it augurs well for Apple's ambitions into the metaverse. There's little doubt that Meta Platforms (FB) and Microsoft(MSFT) are strengthening their lead in the consumer and commercial AR/VR space.According to TrendForce, global AR/VR device shipment is estimated to reach 12.02M units, up 26.4% YoY in 2022. Moreover, the market is estimated to grow rapidly through 2025, reaching 25.76M units at a CAGR of 38.8%. Notably, it expects Meta's Oculus devices to maintain a 66% consumer market share. But, TrendForce also noted that (edited):AR/VR device suppliers may look to expand their user base and increase their market penetration via low-priced yet high-spec devices,while compensating for their reduced hardware profitability through software sales. (TrendForce)Software sales indeed. Apple runs the largest mobile ecosystem globally, which dwarfs Google Play's (GOOG) (GOOGL) revenue. Therefore, we believe the entry of Apple into the metaverse game could significantly raise the company's monetization opportunities. Theories that Meta Platform has ambitions to displace Apple as the next-gen computing platform abound. However, we have also discussed thatMeta Platforms' eventual metaverse will unlikely be the only virtual world we will ever experience. Instead, the metaverse will likely be a series of interconnected virtual worlds that will be interoperable. So, Apple could still be the critical ecosystem owner as creators build their virtual worlds to be monetized through the App Store, reaching out to Apple's more than 1B (and growing) installed base.TrendForce also added that global VR content revenue is estimated to grow at a rapid 40% CAGR through 2025, reaching $8.3B. The content will be varied but primarily consisting of \"gaming/entertainment, videos, and social interactions.\" Therefore, Apple can continue to leverage such opportunities through its massive ecosystem. We think these opportunities are so novel that it hasn't even been written into Apple's consensus estimates just yet. But, once Apple's AR/VR devices are launched, we believe that the revenue runway could become even more apparent. However, we must still caution that we are still very early into Apple's metaverse ambitions. But, we believe that Apple will be a critical player in defining the metaverse through its ecosystem. It won't be very smart to consider that Apple doesn't have a clearly-defined metaverse strategy.So, is AAPL Stock a Buy Now?AAPL stock EV/NTM EBIT, and Normalized P/E (NTM) 3Y mean.If you consider AAPL stock's relative valuation against its 3Y mean, there's little doubt that AAPL stock seems expensive. It's trading at an EV/NTM EBIT of 26x, way above its 3Y mean of 19.3x. In addition, its normalized P/E (NTM) also read 31.2x, significantly ahead of its 3Y mean of 23.9x. Therefore, we wouldn't blame bearish investors who think that AAPL stock seems well overvalued now.Apple unlevered FCF estimates. Data source: S&P Capital IQ, authorHowever, we also estimated that AAPL stock would continue to generate robust FCF growth over time. Moreover, our model is even more conservative than the consensus estimates. In addition, we have also not considered Sensor Tower's estimates or Apple's metaverse opportunities that we discussed earlier. Nevertheless, it led us towards a DCF implied fair value estimate of $153, which we highlighted in our previous article. It's also quite close to our SOTP implied fair value of $159 that we showed earlier. Therefore, it's clear that these estimates have not factored for the robust services growth and the potential metaverse opportunities that could accrue to Apple over the next five to ten years.AAPL stock price action.Nevertheless, we think that AAPL stock looks extended, as seen above. But, as mentioned, it wouldn't be very smart for investors to bet against CEO Tim Cook & Co. The stock's long-term uptrend is clear for all to observe.So, we are clear that the stock would likely break the $200 level in 2022 as the excitement surrounding its AR/VR launch gets closers, coupled with its services segment revenue growth in its earnings releases. As a result, we believe that AAPL's stock price could be re-rated to reflect its potential over the next year.Nevertheless, due to its over-extended price action, we encourage some patience with AAPL stock. But, if you have no AAPL stock, we think you can consider adding at this price if you are a long-term investor. We don't believe it's significantly overvalued, as discussed earlier. But, if you already have considerable exposure relative to your portfolio, we think you can wait for a potentially better entry point with some patience.Therefore, we reiterate our Neutral rating on AAPL stock for now.This article was written by JR Research.","news_type":1},"isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003437250,"gmtCreate":1641039517114,"gmtModify":1676533567094,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399316145808","authorIdStr":"3572399316145808"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003437250","repostId":"2200448674","repostType":4,"repost":{"id":"2200448674","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1641028848,"share":"https://ttm.financial/m/news/2200448674?lang=&edition=fundamental","pubTime":"2022-01-01 17:20","market":"hk","language":"en","title":"XPeng Says 16,000 Vehicles Were Delivered In Dec, A 181% Increase Y-O-Y","url":"https://stock-news.laohu8.com/highlight/detail?id=2200448674","media":"Reuters","summary":"Jan 1 (Reuters) - XPeng Inc   :* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER ","content":"<html><head></head><body><p>Jan 1 (Reuters) - XPeng Inc   :</p><p>* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER 2021</p><p>* 16,000 SMART EVS DELIVERED IN DECEMBER</p><p>* 16,000 VEHICLES DELIVERED IN DECEMBER 2021, A 181% INCREASE YEAR-OVER-YEAR</p><p>* 41,751 VEHICLES DELIVERED IN Q4 2021, A 222% INCREASE YEAR-OVER-YEAR</p><p>* 98,155 TOTAL VEHICLES DELIVERED IN 2021, A 263% INCREASE YEAR-OVER-YEAR</p><p>* CUMULATIVE DELIVERIES REACHED 137,953 AS OF END OF DECEMBER 2021</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>XPeng Says 16,000 Vehicles Were Delivered In Dec, A 181% Increase Y-O-Y</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\">\nXPeng Says 16,000 Vehicles Were Delivered In Dec, A 181% Increase Y-O-Y\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-01 17:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jan 1 (Reuters) - XPeng Inc   :</p><p>* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER 2021</p><p>* 16,000 SMART EVS DELIVERED IN DECEMBER</p><p>* 16,000 VEHICLES DELIVERED IN DECEMBER 2021, A 181% INCREASE YEAR-OVER-YEAR</p><p>* 41,751 VEHICLES DELIVERED IN Q4 2021, A 222% INCREASE YEAR-OVER-YEAR</p><p>* 98,155 TOTAL VEHICLES DELIVERED IN 2021, A 263% INCREASE YEAR-OVER-YEAR</p><p>* CUMULATIVE DELIVERIES REACHED 137,953 AS OF END OF DECEMBER 2021</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1119":"汽车制造商","BK1587":"次新股","BK1539":"汽车股","BK1588":"回港中概股","BK1575":"同股不同权","09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200448674","content_text":"Jan 1 (Reuters) - XPeng Inc   :* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER 2021* 16,000 SMART EVS DELIVERED IN DECEMBER* 16,000 VEHICLES DELIVERED IN DECEMBER 2021, A 181% INCREASE YEAR-OVER-YEAR* 41,751 VEHICLES DELIVERED IN Q4 2021, A 222% INCREASE YEAR-OVER-YEAR* 98,155 TOTAL VEHICLES DELIVERED IN 2021, A 263% INCREASE YEAR-OVER-YEAR* CUMULATIVE DELIVERIES REACHED 137,953 AS OF END OF DECEMBER 2021","news_type":1},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008798465,"gmtCreate":1641519489838,"gmtModify":1676533624734,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399316145808","authorIdStr":"3572399316145808"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008798465","repostId":"2201295996","repostType":4,"repost":{"id":"2201295996","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1641510309,"share":"https://ttm.financial/m/news/2201295996?lang=&edition=fundamental","pubTime":"2022-01-07 07:05","market":"us","language":"en","title":"S&P 500 ends choppy session nearly flat, a day after sell-off","url":"https://stock-news.laohu8.com/highlight/detail?id=2201295996","media":"Reuters","summary":"* Financials, energy among top gaining sectors; tech falls* Meta Platforms shares rise* Monthly U.S.","content":"<html><head></head><body><p>* Financials, energy among top gaining sectors; tech falls</p><p>* <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> shares rise</p><p>* Monthly U.S. jobs report due Friday</p><p>* Indexes: Dow down 0.5%, S&amp;P 500 down 0.1%, Nasdaq down 0.1%</p><p>NEW YORK Jan 6 (Reuters) - The S&amp;P 500 ended a volatile session close to unchanged on Thursday, as technology shares fell but financials lent support a day after the market sold off on a hawkish slant in Federal Reserve minutes.</p><p>The S&amp;P 500 financials index rose 1.6%, extending this week&#39;s strong gains. Other economically sensitive sectors also advanced. Energy    gained 2.3% and is up more than 9% since Dec. 31.</p><p>Banks were among top performers among financials, with the S&amp;P 500 bank index up 2.6% following a rise in the benchmark U.S. 10-year Treasury yield, which touched its highest level since April 2021.Higher interest rates can increase profit margins for banks and financial firms.</p><p>Shares of Meta Platforms jumped 2.6%, the biggest boost to the S&amp;P 500 and Nasdaq.</p><p>The Dow ended down 0.5% and the heavily weighted S&amp;P 500 technology sector also eased 0.5%. The tech sector was biggest drag on the S&amp;P 500 on Wednesday when minutes from the Fed&#39;s December meeting signaled the possibility of sooner-than-expected interest rate hikes.</p><p>The Fed minutes cited a &#34;very tight&#34; job market and unabated inflation, increasing investor unease ahead of Friday&#39;s monthly jobs report from the U.S. Labor Department.</p><p>&#34;We have a jobs report tomorrow, which continues to be a focal area for the market in terms of the progression of the labor market,&#34; said Bill Northey, senior investment director at U.S. Bank Wealth Management.</p><p>A private payrolls report on Wednesday was stronger than expected.</p><p>The Dow Jones Industrial Average fell 170.64 points, or 0.47%, to 36,236.47, the S&amp;P 500 lost 4.53 points, or 0.10%, to 4,696.05 and the Nasdaq Composite dropped 19.31 points, or 0.13%, to 15,080.87.</p><p>Investors this week have mostly rotated out of technology-heavy growth shares and into more value-oriented stocks that tend to do better in a high interest-rate environment.</p><p>The S&amp;P 500 value index was up 0.1% on Thursday compared with a 0.3% decline in its growth counterpart.</p><p>Netflix Inc ended down 2.5% after J.P. Morgan cut its price target on the movie streaming platform&#39;s stock.</p><p>Data on Thursday showed the number of Americans filing new claims for unemployment benefits rose last week. Separately, U.S. services industry activity slowed more than expected in December, but supply bottlenecks appeared to be easing.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.07-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 32 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 78 new highs and 492 new lows.</p><p>Volume on U.S. exchanges was 11.10 billion shares, compared with the 10.4 billion average for the full session over the last 20 trading days.</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>S&P 500 ends choppy session nearly flat, a day after sell-off</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\">\nS&P 500 ends choppy session nearly flat, a day after sell-off\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-07 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Financials, energy among top gaining sectors; tech falls</p><p>* <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> shares rise</p><p>* Monthly U.S. jobs report due Friday</p><p>* Indexes: Dow down 0.5%, S&amp;P 500 down 0.1%, Nasdaq down 0.1%</p><p>NEW YORK Jan 6 (Reuters) - The S&amp;P 500 ended a volatile session close to unchanged on Thursday, as technology shares fell but financials lent support a day after the market sold off on a hawkish slant in Federal Reserve minutes.</p><p>The S&amp;P 500 financials index rose 1.6%, extending this week&#39;s strong gains. Other economically sensitive sectors also advanced. Energy    gained 2.3% and is up more than 9% since Dec. 31.</p><p>Banks were among top performers among financials, with the S&amp;P 500 bank index up 2.6% following a rise in the benchmark U.S. 10-year Treasury yield, which touched its highest level since April 2021.Higher interest rates can increase profit margins for banks and financial firms.</p><p>Shares of Meta Platforms jumped 2.6%, the biggest boost to the S&amp;P 500 and Nasdaq.</p><p>The Dow ended down 0.5% and the heavily weighted S&amp;P 500 technology sector also eased 0.5%. The tech sector was biggest drag on the S&amp;P 500 on Wednesday when minutes from the Fed&#39;s December meeting signaled the possibility of sooner-than-expected interest rate hikes.</p><p>The Fed minutes cited a &#34;very tight&#34; job market and unabated inflation, increasing investor unease ahead of Friday&#39;s monthly jobs report from the U.S. Labor Department.</p><p>&#34;We have a jobs report tomorrow, which continues to be a focal area for the market in terms of the progression of the labor market,&#34; said Bill Northey, senior investment director at U.S. Bank Wealth Management.</p><p>A private payrolls report on Wednesday was stronger than expected.</p><p>The Dow Jones Industrial Average fell 170.64 points, or 0.47%, to 36,236.47, the S&amp;P 500 lost 4.53 points, or 0.10%, to 4,696.05 and the Nasdaq Composite dropped 19.31 points, or 0.13%, to 15,080.87.</p><p>Investors this week have mostly rotated out of technology-heavy growth shares and into more value-oriented stocks that tend to do better in a high interest-rate environment.</p><p>The S&amp;P 500 value index was up 0.1% on Thursday compared with a 0.3% decline in its growth counterpart.</p><p>Netflix Inc ended down 2.5% after J.P. Morgan cut its price target on the movie streaming platform&#39;s stock.</p><p>Data on Thursday showed the number of Americans filing new claims for unemployment benefits rose last week. Separately, U.S. services industry activity slowed more than expected in December, but supply bottlenecks appeared to be easing.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.07-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 32 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 78 new highs and 492 new lows.</p><p>Volume on U.S. exchanges was 11.10 billion shares, compared with the 10.4 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4504":"桥水持仓",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201295996","content_text":"* Financials, energy among top gaining sectors; tech falls* Meta Platforms shares rise* Monthly U.S. jobs report due Friday* Indexes: Dow down 0.5%, S&P 500 down 0.1%, Nasdaq down 0.1%NEW YORK Jan 6 (Reuters) - The S&P 500 ended a volatile session close to unchanged on Thursday, as technology shares fell but financials lent support a day after the market sold off on a hawkish slant in Federal Reserve minutes.The S&P 500 financials index rose 1.6%, extending this week's strong gains. Other economically sensitive sectors also advanced. Energy    gained 2.3% and is up more than 9% since Dec. 31.Banks were among top performers among financials, with the S&P 500 bank index up 2.6% following a rise in the benchmark U.S. 10-year Treasury yield, which touched its highest level since April 2021.Higher interest rates can increase profit margins for banks and financial firms.Shares of Meta Platforms jumped 2.6%, the biggest boost to the S&P 500 and Nasdaq.The Dow ended down 0.5% and the heavily weighted S&P 500 technology sector also eased 0.5%. The tech sector was biggest drag on the S&P 500 on Wednesday when minutes from the Fed's December meeting signaled the possibility of sooner-than-expected interest rate hikes.The Fed minutes cited a \"very tight\" job market and unabated inflation, increasing investor unease ahead of Friday's monthly jobs report from the U.S. Labor Department.\"We have a jobs report tomorrow, which continues to be a focal area for the market in terms of the progression of the labor market,\" said Bill Northey, senior investment director at U.S. Bank Wealth Management.A private payrolls report on Wednesday was stronger than expected.The Dow Jones Industrial Average fell 170.64 points, or 0.47%, to 36,236.47, the S&P 500 lost 4.53 points, or 0.10%, to 4,696.05 and the Nasdaq Composite dropped 19.31 points, or 0.13%, to 15,080.87.Investors this week have mostly rotated out of technology-heavy growth shares and into more value-oriented stocks that tend to do better in a high interest-rate environment.The S&P 500 value index was up 0.1% on Thursday compared with a 0.3% decline in its growth counterpart.Netflix Inc ended down 2.5% after J.P. Morgan cut its price target on the movie streaming platform's stock.Data on Thursday showed the number of Americans filing new claims for unemployment benefits rose last week. Separately, U.S. services industry activity slowed more than expected in December, but supply bottlenecks appeared to be easing.Advancing issues outnumbered declining ones on the NYSE by a 1.07-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.The S&P 500 posted 32 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 78 new highs and 492 new lows.Volume on U.S. exchanges was 11.10 billion shares, compared with the 10.4 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912793948,"gmtCreate":1664895259084,"gmtModify":1676537525156,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399316145808","authorIdStr":"3572399316145808"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VXUS\">$Vanguard Total International Stock Index Fund ETF Shares(VXUS)$</a>","listText":"<a href=\"https://ttm.financial/S/VXUS\">$Vanguard Total International Stock Index Fund ETF Shares(VXUS)$</a>","text":"$Vanguard Total International Stock Index Fund ETF Shares(VXUS)$","images":[{"img":"https://community-static.tradeup.com/news/74701808bacc8e542554f292871b694b","width":"1080","height":"1683"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9912793948","isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9008889497,"gmtCreate":1641421120892,"gmtModify":1676533611829,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399316145808","authorIdStr":"3572399316145808"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008889497","repostId":"2201236894","repostType":4,"repost":{"id":"2201236894","kind":"highlight","pubTimestamp":1641396703,"share":"https://ttm.financial/m/news/2201236894?lang=&edition=fundamental","pubTime":"2022-01-05 23:31","market":"us","language":"en","title":"Could Tesla, Lucid, and Rivian Make EVs the Best-Performing Industry of 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=2201236894","media":"Motley Fool","summary":"These three growth stocks are looking to disrupt the auto industry.","content":"<html><head></head><body><p>Electric vehicle (EV) stocks have wasted no time in 2022 making a splash. <b>Tesla </b>(NASDAQ:TSLA) reported its fourth-quarter and full-year 2021 production and delivery numbers on Sunday, blowing expectations out of the water and launching the stock to within striking distance of its all-time high.</p><p>Tesla&#39;s share price shot up over 14% on the day, which had beneficial ripple effects extending to EV names like <b>Lucid Group</b> (NASDAQ:LCID). With such a hot start to the year, could EVs be 2022&#39;s best-performing industry? Let&#39;s look at where the sector could go from here and how investors should play it.</p><h2>Zeroing in on the hottest industries</h2><p>In 2020, solar energy captured the spotlight as the best performing industry. The <b>Invesco Solar ETF</b> (NYSEMKT:TAN), which contains a mix of solar energy players, rose over 230% in 2020. In 2021, the energy sector was the best performing sector in the <b>S&amp;P 500</b> with oil and gas companies benefitting from rising energy prices and stemming from the fact that it had room to rebound after a rough 2020 (the energy sector was the worst-performing sector in the S&amp;P 500 in 2020).</p><p>EV stocks did well in 2021, with Lucid gaining 280%, <b>Ford Motor Company</b> up 136%, and many other players outperforming the market. EVs were certainly one of the top industries, but the bulk of the broader market gains was driven by mega-cap tech stocks.</p><p>EVs have similar potential to growth industries such as renewable energy, cloud computing, software, cybersecurity, and the metaverse. EVs aren&#39;t necessarily a better place to invest, but the chance of success is arguably higher with EVs than, say, which cryptocurrency is going to take off next.</p><p>EVs have the potential to impact the daily lives of many in the near future in a personal and visible way. Given how capital intensive the industry is, it&#39;s also a long-term growth story that won&#39;t change overnight. Companies take time to develop vehicles and scale production. Buying and holding EV stocks could be rewarding from a financial standpoint and the investment thesis is easier for people to understand than say, tech companies working on the metaverse.</p><h2>The king isn&#39;t giving up its throne anytime soon</h2><p>Tesla delivered over 308,000 vehicles in the fourth quarter, which was 17% higher than the 263,000 expected. To put that number into perspective, consider that Tesla delivered more than two cars per minute in the fourth quarter.</p><p>Even more impressive is that Tesla delivered more cars in 2021 than it did in 2020 and 2019 combined. Deliveries increased 87% year over year and are up 924% in the last five years.</p><table width=\"488\"><thead><tr><th><p>Vehicle</p></th><th><p>2021 Deliveries</p></th><th><p>2020 Deliveries</p></th><th><p>2019 Deliveries</p></th><th><p>2018 Deliveries</p></th><th><p>2017 Deliveries</p></th></tr></thead><tbody><tr><td width=\"77\"><p>Model S/X</p></td><td width=\"78\"><p>24,964</p></td><td width=\"83\"><p>57,039</p></td><td width=\"83\"><p>68,650</p></td><td width=\"83\"><p>99,393</p></td><td width=\"83\"><p>101,312</p></td></tr><tr><td width=\"77\"><p>Model 3/Y</p></td><td width=\"78\"><p>911,208</p></td><td width=\"83\"><p>442,511</p></td><td width=\"83\"><p>312,650</p></td><td width=\"83\"><p>145,846</p></td><td width=\"83\"><p>0</p></td></tr><tr><td width=\"77\"><p>Total</p></td><td width=\"78\"><p>936,172</p></td><td width=\"83\"><p>499,550</p></td><td width=\"83\"><p>381,300</p></td><td width=\"83\"><p>245,240</p></td><td width=\"83\"><p>101,312</p></td></tr></tbody></table><p>Data source: Tesla.</p><p>What separates Tesla from other automakers isn&#39;t just its torrid growth rate but its profitability. In just three years, Tesla has evolved from an unprofitable, unpredictable, and overpromising business to a polished company that sports the highest operating margin among major automakers.</p><p><img src=\"https://static.tigerbbs.com/13208be80159284c09b86eeb447fd5b6\" tg-width=\"720\" tg-height=\"567\" referrerpolicy=\"no-referrer\"/></p><p>TSLA Operating Margin (Quarterly) data by YCharts</p><p>Having a high operating margin means that Tesla converts roughly $0.15 of every dollar in sales into earnings before interest, taxes, and so forth. The auto industry is an incredibly capital-intensive field. Tesla&#39;s direct-to-consumer sales strategy and negligible advertising expenses minimize costs and do a big service to its profitability.</p><h2>Sights set on disruption</h2><p>Lucid and <b>Rivian Automotive</b> (NASDAQ:RIVN) hope to follow in Tesla&#39;s footsteps by starting with lower-production, higher-margin models and then scaling production so that lower-priced vehicles can be profitable. In Lucid&#39;s case, it expects to produce and deliver 20,000 cars in 2022, which is how many Tesla delivered in less than the average week during its fourth quarter.</p><p>Lucid&#39;s numbers may seem paltry in comparison. But if Lucid is successful in rolling out four trims of its Air sedan at price points ranging from $77,400 to $169,000, it could become established as a formidable player in the luxury EV sedan market. As of its third quarter, Lucid said it has over 17,000 reservations, putting the emphasis on mastering mass production instead of sales.</p><p><img src=\"https://static.tigerbbs.com/0b775272397f404cf3b10778a36c57a2\" tg-width=\"720\" tg-height=\"584\" referrerpolicy=\"no-referrer\"/></p><p>TSLA data by YCharts</p><p>Similarly, Rivian already has over 71,000 reservations for its R1T electric pickup truck. Its Illinois factory has a production capacity of 150,000 vehicles per year, with plans to expand that to 200,000. It&#39;s also building a plant in Georgia with an annual capacity of 400,000 vehicles per year.</p><p>2021 was the year Lucid and Rivian proved their technological prowess and went public. In 2022, they&#39;ll show whether they can produce and deliver their vehicles, and how they&#39;re progressing toward higher production and revenue growth. In 2023 or later, investors should have a better understanding of profit and positive operating cash flow.</p><h2>A red-hot industry</h2><p>Lucid, Tesla, and Ford easily beat the market in 2021. For EV stocks to continue outperforming in 2022, the established players will need to put up strong revenue and profit growth, and up-and-coming players like Lucid and Rivian will need to narrow the gap between their goals and their results.</p><p>Despite the potential for newcomers to disrupt the industry, it&#39;s important to remember that Lucid and Rivian are a long way from becoming &#34;the next Tesla.&#34; In many ways, Lucid and Rivian are just the tip of the EV stock iceberg. There&#39;s never been a better time to invest in EVs because investors have more options than ever. Crafting your own basket of your favorite EV stocks is a great way to gain exposure to an exciting industry without betting the farm on a single prospect.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Could Tesla, Lucid, and Rivian Make EVs the Best-Performing Industry of 2022?</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\">\nCould Tesla, Lucid, and Rivian Make EVs the Best-Performing Industry of 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/05/could-tesla-lucid-and-rivian-make-evs-the-best-per/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle (EV) stocks have wasted no time in 2022 making a splash. Tesla (NASDAQ:TSLA) reported its fourth-quarter and full-year 2021 production and delivery numbers on Sunday, blowing ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/05/could-tesla-lucid-and-rivian-make-evs-the-best-per/\">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","RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc","BK4099":"汽车制造商"},"source_url":"https://www.fool.com/investing/2022/01/05/could-tesla-lucid-and-rivian-make-evs-the-best-per/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201236894","content_text":"Electric vehicle (EV) stocks have wasted no time in 2022 making a splash. Tesla (NASDAQ:TSLA) reported its fourth-quarter and full-year 2021 production and delivery numbers on Sunday, blowing expectations out of the water and launching the stock to within striking distance of its all-time high.Tesla's share price shot up over 14% on the day, which had beneficial ripple effects extending to EV names like Lucid Group (NASDAQ:LCID). With such a hot start to the year, could EVs be 2022's best-performing industry? Let's look at where the sector could go from here and how investors should play it.Zeroing in on the hottest industriesIn 2020, solar energy captured the spotlight as the best performing industry. The Invesco Solar ETF (NYSEMKT:TAN), which contains a mix of solar energy players, rose over 230% in 2020. In 2021, the energy sector was the best performing sector in the S&P 500 with oil and gas companies benefitting from rising energy prices and stemming from the fact that it had room to rebound after a rough 2020 (the energy sector was the worst-performing sector in the S&P 500 in 2020).EV stocks did well in 2021, with Lucid gaining 280%, Ford Motor Company up 136%, and many other players outperforming the market. EVs were certainly one of the top industries, but the bulk of the broader market gains was driven by mega-cap tech stocks.EVs have similar potential to growth industries such as renewable energy, cloud computing, software, cybersecurity, and the metaverse. EVs aren't necessarily a better place to invest, but the chance of success is arguably higher with EVs than, say, which cryptocurrency is going to take off next.EVs have the potential to impact the daily lives of many in the near future in a personal and visible way. Given how capital intensive the industry is, it's also a long-term growth story that won't change overnight. Companies take time to develop vehicles and scale production. Buying and holding EV stocks could be rewarding from a financial standpoint and the investment thesis is easier for people to understand than say, tech companies working on the metaverse.The king isn't giving up its throne anytime soonTesla delivered over 308,000 vehicles in the fourth quarter, which was 17% higher than the 263,000 expected. To put that number into perspective, consider that Tesla delivered more than two cars per minute in the fourth quarter.Even more impressive is that Tesla delivered more cars in 2021 than it did in 2020 and 2019 combined. Deliveries increased 87% year over year and are up 924% in the last five years.Vehicle2021 Deliveries2020 Deliveries2019 Deliveries2018 Deliveries2017 DeliveriesModel S/X24,96457,03968,65099,393101,312Model 3/Y911,208442,511312,650145,8460Total936,172499,550381,300245,240101,312Data source: Tesla.What separates Tesla from other automakers isn't just its torrid growth rate but its profitability. In just three years, Tesla has evolved from an unprofitable, unpredictable, and overpromising business to a polished company that sports the highest operating margin among major automakers.TSLA Operating Margin (Quarterly) data by YChartsHaving a high operating margin means that Tesla converts roughly $0.15 of every dollar in sales into earnings before interest, taxes, and so forth. The auto industry is an incredibly capital-intensive field. Tesla's direct-to-consumer sales strategy and negligible advertising expenses minimize costs and do a big service to its profitability.Sights set on disruptionLucid and Rivian Automotive (NASDAQ:RIVN) hope to follow in Tesla's footsteps by starting with lower-production, higher-margin models and then scaling production so that lower-priced vehicles can be profitable. In Lucid's case, it expects to produce and deliver 20,000 cars in 2022, which is how many Tesla delivered in less than the average week during its fourth quarter.Lucid's numbers may seem paltry in comparison. But if Lucid is successful in rolling out four trims of its Air sedan at price points ranging from $77,400 to $169,000, it could become established as a formidable player in the luxury EV sedan market. As of its third quarter, Lucid said it has over 17,000 reservations, putting the emphasis on mastering mass production instead of sales.TSLA data by YChartsSimilarly, Rivian already has over 71,000 reservations for its R1T electric pickup truck. Its Illinois factory has a production capacity of 150,000 vehicles per year, with plans to expand that to 200,000. It's also building a plant in Georgia with an annual capacity of 400,000 vehicles per year.2021 was the year Lucid and Rivian proved their technological prowess and went public. In 2022, they'll show whether they can produce and deliver their vehicles, and how they're progressing toward higher production and revenue growth. In 2023 or later, investors should have a better understanding of profit and positive operating cash flow.A red-hot industryLucid, Tesla, and Ford easily beat the market in 2021. For EV stocks to continue outperforming in 2022, the established players will need to put up strong revenue and profit growth, and up-and-coming players like Lucid and Rivian will need to narrow the gap between their goals and their results.Despite the potential for newcomers to disrupt the industry, it's important to remember that Lucid and Rivian are a long way from becoming \"the next Tesla.\" In many ways, Lucid and Rivian are just the tip of the EV stock iceberg. There's never been a better time to invest in EVs because investors have more options than ever. Crafting your own basket of your favorite EV stocks is a great way to gain exposure to an exciting industry without betting the farm on a single prospect.","news_type":1},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321886019,"gmtCreate":1615422135031,"gmtModify":1704782513563,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399316145808","authorIdStr":"3572399316145808"},"themes":[],"htmlText":"Let's go","listText":"Let's go","text":"Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/321886019","repostId":"1126403133","repostType":4,"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008806427,"gmtCreate":1641398758806,"gmtModify":1676533610749,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399316145808","authorIdStr":"3572399316145808"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008806427","repostId":"2201236894","repostType":4,"repost":{"id":"2201236894","kind":"highlight","pubTimestamp":1641396703,"share":"https://ttm.financial/m/news/2201236894?lang=&edition=fundamental","pubTime":"2022-01-05 23:31","market":"us","language":"en","title":"Could Tesla, Lucid, and Rivian Make EVs the Best-Performing Industry of 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=2201236894","media":"Motley Fool","summary":"These three growth stocks are looking to disrupt the auto industry.","content":"<html><head></head><body><p>Electric vehicle (EV) stocks have wasted no time in 2022 making a splash. <b>Tesla </b>(NASDAQ:TSLA) reported its fourth-quarter and full-year 2021 production and delivery numbers on Sunday, blowing expectations out of the water and launching the stock to within striking distance of its all-time high.</p><p>Tesla&#39;s share price shot up over 14% on the day, which had beneficial ripple effects extending to EV names like <b>Lucid Group</b> (NASDAQ:LCID). With such a hot start to the year, could EVs be 2022&#39;s best-performing industry? Let&#39;s look at where the sector could go from here and how investors should play it.</p><h2>Zeroing in on the hottest industries</h2><p>In 2020, solar energy captured the spotlight as the best performing industry. The <b>Invesco Solar ETF</b> (NYSEMKT:TAN), which contains a mix of solar energy players, rose over 230% in 2020. In 2021, the energy sector was the best performing sector in the <b>S&amp;P 500</b> with oil and gas companies benefitting from rising energy prices and stemming from the fact that it had room to rebound after a rough 2020 (the energy sector was the worst-performing sector in the S&amp;P 500 in 2020).</p><p>EV stocks did well in 2021, with Lucid gaining 280%, <b>Ford Motor Company</b> up 136%, and many other players outperforming the market. EVs were certainly one of the top industries, but the bulk of the broader market gains was driven by mega-cap tech stocks.</p><p>EVs have similar potential to growth industries such as renewable energy, cloud computing, software, cybersecurity, and the metaverse. EVs aren&#39;t necessarily a better place to invest, but the chance of success is arguably higher with EVs than, say, which cryptocurrency is going to take off next.</p><p>EVs have the potential to impact the daily lives of many in the near future in a personal and visible way. Given how capital intensive the industry is, it&#39;s also a long-term growth story that won&#39;t change overnight. Companies take time to develop vehicles and scale production. Buying and holding EV stocks could be rewarding from a financial standpoint and the investment thesis is easier for people to understand than say, tech companies working on the metaverse.</p><h2>The king isn&#39;t giving up its throne anytime soon</h2><p>Tesla delivered over 308,000 vehicles in the fourth quarter, which was 17% higher than the 263,000 expected. To put that number into perspective, consider that Tesla delivered more than two cars per minute in the fourth quarter.</p><p>Even more impressive is that Tesla delivered more cars in 2021 than it did in 2020 and 2019 combined. Deliveries increased 87% year over year and are up 924% in the last five years.</p><table width=\"488\"><thead><tr><th><p>Vehicle</p></th><th><p>2021 Deliveries</p></th><th><p>2020 Deliveries</p></th><th><p>2019 Deliveries</p></th><th><p>2018 Deliveries</p></th><th><p>2017 Deliveries</p></th></tr></thead><tbody><tr><td width=\"77\"><p>Model S/X</p></td><td width=\"78\"><p>24,964</p></td><td width=\"83\"><p>57,039</p></td><td width=\"83\"><p>68,650</p></td><td width=\"83\"><p>99,393</p></td><td width=\"83\"><p>101,312</p></td></tr><tr><td width=\"77\"><p>Model 3/Y</p></td><td width=\"78\"><p>911,208</p></td><td width=\"83\"><p>442,511</p></td><td width=\"83\"><p>312,650</p></td><td width=\"83\"><p>145,846</p></td><td width=\"83\"><p>0</p></td></tr><tr><td width=\"77\"><p>Total</p></td><td width=\"78\"><p>936,172</p></td><td width=\"83\"><p>499,550</p></td><td width=\"83\"><p>381,300</p></td><td width=\"83\"><p>245,240</p></td><td width=\"83\"><p>101,312</p></td></tr></tbody></table><p>Data source: Tesla.</p><p>What separates Tesla from other automakers isn&#39;t just its torrid growth rate but its profitability. In just three years, Tesla has evolved from an unprofitable, unpredictable, and overpromising business to a polished company that sports the highest operating margin among major automakers.</p><p><img src=\"https://static.tigerbbs.com/13208be80159284c09b86eeb447fd5b6\" tg-width=\"720\" tg-height=\"567\" referrerpolicy=\"no-referrer\"/></p><p>TSLA Operating Margin (Quarterly) data by YCharts</p><p>Having a high operating margin means that Tesla converts roughly $0.15 of every dollar in sales into earnings before interest, taxes, and so forth. The auto industry is an incredibly capital-intensive field. Tesla&#39;s direct-to-consumer sales strategy and negligible advertising expenses minimize costs and do a big service to its profitability.</p><h2>Sights set on disruption</h2><p>Lucid and <b>Rivian Automotive</b> (NASDAQ:RIVN) hope to follow in Tesla&#39;s footsteps by starting with lower-production, higher-margin models and then scaling production so that lower-priced vehicles can be profitable. In Lucid&#39;s case, it expects to produce and deliver 20,000 cars in 2022, which is how many Tesla delivered in less than the average week during its fourth quarter.</p><p>Lucid&#39;s numbers may seem paltry in comparison. But if Lucid is successful in rolling out four trims of its Air sedan at price points ranging from $77,400 to $169,000, it could become established as a formidable player in the luxury EV sedan market. As of its third quarter, Lucid said it has over 17,000 reservations, putting the emphasis on mastering mass production instead of sales.</p><p><img src=\"https://static.tigerbbs.com/0b775272397f404cf3b10778a36c57a2\" tg-width=\"720\" tg-height=\"584\" referrerpolicy=\"no-referrer\"/></p><p>TSLA data by YCharts</p><p>Similarly, Rivian already has over 71,000 reservations for its R1T electric pickup truck. Its Illinois factory has a production capacity of 150,000 vehicles per year, with plans to expand that to 200,000. It&#39;s also building a plant in Georgia with an annual capacity of 400,000 vehicles per year.</p><p>2021 was the year Lucid and Rivian proved their technological prowess and went public. In 2022, they&#39;ll show whether they can produce and deliver their vehicles, and how they&#39;re progressing toward higher production and revenue growth. In 2023 or later, investors should have a better understanding of profit and positive operating cash flow.</p><h2>A red-hot industry</h2><p>Lucid, Tesla, and Ford easily beat the market in 2021. For EV stocks to continue outperforming in 2022, the established players will need to put up strong revenue and profit growth, and up-and-coming players like Lucid and Rivian will need to narrow the gap between their goals and their results.</p><p>Despite the potential for newcomers to disrupt the industry, it&#39;s important to remember that Lucid and Rivian are a long way from becoming &#34;the next Tesla.&#34; In many ways, Lucid and Rivian are just the tip of the EV stock iceberg. There&#39;s never been a better time to invest in EVs because investors have more options than ever. Crafting your own basket of your favorite EV stocks is a great way to gain exposure to an exciting industry without betting the farm on a single prospect.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Could Tesla, Lucid, and Rivian Make EVs the Best-Performing Industry of 2022?</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\">\nCould Tesla, Lucid, and Rivian Make EVs the Best-Performing Industry of 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/05/could-tesla-lucid-and-rivian-make-evs-the-best-per/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle (EV) stocks have wasted no time in 2022 making a splash. Tesla (NASDAQ:TSLA) reported its fourth-quarter and full-year 2021 production and delivery numbers on Sunday, blowing ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/05/could-tesla-lucid-and-rivian-make-evs-the-best-per/\">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","RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc","BK4099":"汽车制造商"},"source_url":"https://www.fool.com/investing/2022/01/05/could-tesla-lucid-and-rivian-make-evs-the-best-per/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201236894","content_text":"Electric vehicle (EV) stocks have wasted no time in 2022 making a splash. Tesla (NASDAQ:TSLA) reported its fourth-quarter and full-year 2021 production and delivery numbers on Sunday, blowing expectations out of the water and launching the stock to within striking distance of its all-time high.Tesla's share price shot up over 14% on the day, which had beneficial ripple effects extending to EV names like Lucid Group (NASDAQ:LCID). With such a hot start to the year, could EVs be 2022's best-performing industry? Let's look at where the sector could go from here and how investors should play it.Zeroing in on the hottest industriesIn 2020, solar energy captured the spotlight as the best performing industry. The Invesco Solar ETF (NYSEMKT:TAN), which contains a mix of solar energy players, rose over 230% in 2020. In 2021, the energy sector was the best performing sector in the S&P 500 with oil and gas companies benefitting from rising energy prices and stemming from the fact that it had room to rebound after a rough 2020 (the energy sector was the worst-performing sector in the S&P 500 in 2020).EV stocks did well in 2021, with Lucid gaining 280%, Ford Motor Company up 136%, and many other players outperforming the market. EVs were certainly one of the top industries, but the bulk of the broader market gains was driven by mega-cap tech stocks.EVs have similar potential to growth industries such as renewable energy, cloud computing, software, cybersecurity, and the metaverse. EVs aren't necessarily a better place to invest, but the chance of success is arguably higher with EVs than, say, which cryptocurrency is going to take off next.EVs have the potential to impact the daily lives of many in the near future in a personal and visible way. Given how capital intensive the industry is, it's also a long-term growth story that won't change overnight. Companies take time to develop vehicles and scale production. Buying and holding EV stocks could be rewarding from a financial standpoint and the investment thesis is easier for people to understand than say, tech companies working on the metaverse.The king isn't giving up its throne anytime soonTesla delivered over 308,000 vehicles in the fourth quarter, which was 17% higher than the 263,000 expected. To put that number into perspective, consider that Tesla delivered more than two cars per minute in the fourth quarter.Even more impressive is that Tesla delivered more cars in 2021 than it did in 2020 and 2019 combined. Deliveries increased 87% year over year and are up 924% in the last five years.Vehicle2021 Deliveries2020 Deliveries2019 Deliveries2018 Deliveries2017 DeliveriesModel S/X24,96457,03968,65099,393101,312Model 3/Y911,208442,511312,650145,8460Total936,172499,550381,300245,240101,312Data source: Tesla.What separates Tesla from other automakers isn't just its torrid growth rate but its profitability. In just three years, Tesla has evolved from an unprofitable, unpredictable, and overpromising business to a polished company that sports the highest operating margin among major automakers.TSLA Operating Margin (Quarterly) data by YChartsHaving a high operating margin means that Tesla converts roughly $0.15 of every dollar in sales into earnings before interest, taxes, and so forth. The auto industry is an incredibly capital-intensive field. Tesla's direct-to-consumer sales strategy and negligible advertising expenses minimize costs and do a big service to its profitability.Sights set on disruptionLucid and Rivian Automotive (NASDAQ:RIVN) hope to follow in Tesla's footsteps by starting with lower-production, higher-margin models and then scaling production so that lower-priced vehicles can be profitable. In Lucid's case, it expects to produce and deliver 20,000 cars in 2022, which is how many Tesla delivered in less than the average week during its fourth quarter.Lucid's numbers may seem paltry in comparison. But if Lucid is successful in rolling out four trims of its Air sedan at price points ranging from $77,400 to $169,000, it could become established as a formidable player in the luxury EV sedan market. As of its third quarter, Lucid said it has over 17,000 reservations, putting the emphasis on mastering mass production instead of sales.TSLA data by YChartsSimilarly, Rivian already has over 71,000 reservations for its R1T electric pickup truck. Its Illinois factory has a production capacity of 150,000 vehicles per year, with plans to expand that to 200,000. It's also building a plant in Georgia with an annual capacity of 400,000 vehicles per year.2021 was the year Lucid and Rivian proved their technological prowess and went public. In 2022, they'll show whether they can produce and deliver their vehicles, and how they're progressing toward higher production and revenue growth. In 2023 or later, investors should have a better understanding of profit and positive operating cash flow.A red-hot industryLucid, Tesla, and Ford easily beat the market in 2021. For EV stocks to continue outperforming in 2022, the established players will need to put up strong revenue and profit growth, and up-and-coming players like Lucid and Rivian will need to narrow the gap between their goals and their results.Despite the potential for newcomers to disrupt the industry, it's important to remember that Lucid and Rivian are a long way from becoming \"the next Tesla.\" In many ways, Lucid and Rivian are just the tip of the EV stock iceberg. There's never been a better time to invest in EVs because investors have more options than ever. Crafting your own basket of your favorite EV stocks is a great way to gain exposure to an exciting industry without betting the farm on a single prospect.","news_type":1},"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001914371,"gmtCreate":1641140773128,"gmtModify":1676533575555,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399316145808","authorIdStr":"3572399316145808"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001914371","repostId":"2200448674","repostType":4,"repost":{"id":"2200448674","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1641028848,"share":"https://ttm.financial/m/news/2200448674?lang=&edition=fundamental","pubTime":"2022-01-01 17:20","market":"hk","language":"en","title":"XPeng Says 16,000 Vehicles Were Delivered In Dec, A 181% Increase Y-O-Y","url":"https://stock-news.laohu8.com/highlight/detail?id=2200448674","media":"Reuters","summary":"Jan 1 (Reuters) - XPeng Inc   :* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER ","content":"<html><head></head><body><p>Jan 1 (Reuters) - XPeng Inc   :</p><p>* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER 2021</p><p>* 16,000 SMART EVS DELIVERED IN DECEMBER</p><p>* 16,000 VEHICLES DELIVERED IN DECEMBER 2021, A 181% INCREASE YEAR-OVER-YEAR</p><p>* 41,751 VEHICLES DELIVERED IN Q4 2021, A 222% INCREASE YEAR-OVER-YEAR</p><p>* 98,155 TOTAL VEHICLES DELIVERED IN 2021, A 263% INCREASE YEAR-OVER-YEAR</p><p>* CUMULATIVE DELIVERIES REACHED 137,953 AS OF END OF DECEMBER 2021</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>XPeng Says 16,000 Vehicles Were Delivered In Dec, A 181% Increase Y-O-Y</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; 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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\">\nXPeng Says 16,000 Vehicles Were Delivered In Dec, A 181% Increase Y-O-Y\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-01 17:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jan 1 (Reuters) - XPeng Inc   :</p><p>* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER 2021</p><p>* 16,000 SMART EVS DELIVERED IN DECEMBER</p><p>* 16,000 VEHICLES DELIVERED IN DECEMBER 2021, A 181% INCREASE YEAR-OVER-YEAR</p><p>* 41,751 VEHICLES DELIVERED IN Q4 2021, A 222% INCREASE YEAR-OVER-YEAR</p><p>* 98,155 TOTAL VEHICLES DELIVERED IN 2021, A 263% INCREASE YEAR-OVER-YEAR</p><p>* CUMULATIVE DELIVERIES REACHED 137,953 AS OF END OF DECEMBER 2021</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1119":"汽车制造商","BK1587":"次新股","BK1539":"汽车股","BK1588":"回港中概股","BK1575":"同股不同权","09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200448674","content_text":"Jan 1 (Reuters) - XPeng Inc   :* ANNOUNCES VEHICLE DELIVERY RESULTS FOR DECEMBER AND FOURTH QUARTER 2021* 16,000 SMART EVS DELIVERED IN DECEMBER* 16,000 VEHICLES DELIVERED IN DECEMBER 2021, A 181% INCREASE YEAR-OVER-YEAR* 41,751 VEHICLES DELIVERED IN Q4 2021, A 222% INCREASE YEAR-OVER-YEAR* 98,155 TOTAL VEHICLES DELIVERED IN 2021, A 263% INCREASE YEAR-OVER-YEAR* CUMULATIVE DELIVERIES REACHED 137,953 AS OF END OF DECEMBER 2021","news_type":1},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941820093,"gmtCreate":1680139827312,"gmtModify":1680139830955,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399316145808","authorIdStr":"3572399316145808"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941820093","repostId":"9943451615","repostType":1,"repost":{"id":9943451615,"gmtCreate":1679650644739,"gmtModify":1679650771153,"author":{"id":"4098946491644790","authorId":"4098946491644790","name":"0QH","avatar":"https://community-static.tradeup.com/news/206a0719b8841030e1fd2bd6256fd46e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098946491644790","authorIdStr":"4098946491644790"},"themes":[],"title":"Is a Perfect Sell for AMD coming?","htmlText":"Introduction <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> has been on a tear in recent weeks, rising for more than 27% for the month of march. However good things don’t last long and in this post, I will share why I think AMD rally is probably going to end soon (mainly from a technical analysis stand point). About AMD I think AMD needs no further introduction as it is a very popular stock among traders. AMD is a semiconductor company that operates globally in four segments: Data Center, Client, Gaming, and Embedded. It offers a range of products such as x86 microprocessors, graphics processing units (GPUs), chipsets, data center, and professional GPUs, and embedded. All these are the fundamental building blocks for Artificial Intelligence (AI). AMD's Stock Curre","listText":"Introduction <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> has been on a tear in recent weeks, rising for more than 27% for the month of march. However good things don’t last long and in this post, I will share why I think AMD rally is probably going to end soon (mainly from a technical analysis stand point). About AMD I think AMD needs no further introduction as it is a very popular stock among traders. AMD is a semiconductor company that operates globally in four segments: Data Center, Client, Gaming, and Embedded. It offers a range of products such as x86 microprocessors, graphics processing units (GPUs), chipsets, data center, and professional GPUs, and embedded. All these are the fundamental building blocks for Artificial Intelligence (AI). AMD's Stock Curre","text":"Introduction $Advanced Micro Devices(AMD)$ has been on a tear in recent weeks, rising for more than 27% for the month of march. However good things don’t last long and in this post, I will share why I think AMD rally is probably going to end soon (mainly from a technical analysis stand point). About AMD I think AMD needs no further introduction as it is a very popular stock among traders. AMD is a semiconductor company that operates globally in four segments: Data Center, Client, Gaming, and Embedded. It offers a range of products such as x86 microprocessors, graphics processing units (GPUs), chipsets, data center, and professional GPUs, and embedded. All these are the fundamental building blocks for Artificial Intelligence (AI). AMD's Stock Curre","images":[{"img":"https://community-static.tradeup.com/news/f947beed434fa20f730075b9c9d26fa5","width":"2048","height":"1064"},{"img":"https://community-static.tradeup.com/news/69a2e94212178f0b665c403f12643d8d","width":"301","height":"167"},{"img":"https://community-static.tradeup.com/news/ea8dd19f2b0eca55d3512e6eff5eac10","width":"2048","height":"1064"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943451615","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321881217,"gmtCreate":1615422034939,"gmtModify":1704782511446,"author":{"id":"3572399316145808","authorId":"3572399316145808","name":"Jastrow","avatar":"https://static.tigerbbs.com/a4d5f3b42beff458eec67908105232bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399316145808","authorIdStr":"3572399316145808"},"themes":[],"htmlText":"For comment","listText":"For comment","text":"For comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321881217","repostId":"1176251994","repostType":4,"repost":{"id":"1176251994","kind":"news","pubTimestamp":1615385060,"share":"https://ttm.financial/m/news/1176251994?lang=&edition=fundamental","pubTime":"2021-03-10 22:04","market":"us","language":"en","title":"Why a Growth Stock Fund Is Betting on Align Technology, DocuSign, and Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=1176251994","media":"Barrons","summary":"Portfolio managers of big mutual funds don’t often rely heavily on technical analysis as part of the","content":"<p>Portfolio managers of big mutual funds don’t often rely heavily on technical analysis as part of their investment process. But for the managers of the $8.1 billionLord Abbett Growth Leadersfund, it’s part of what makes them unique.</p>\n<p>“We are fundamental analysts who are guided by charts,” says Thomas O’Halloran, 66, partner and portfolio manager.</p>\n<p>Fundamental analysts sometimes deride technical analysis, saying the study of stock price and volume movement is too short term to be useful for long-term holdings. But O’Halloran says the three-person management team—which includes Vernon Bice, portfolio manager, and Matthew DeCicco, partner and director of equities—integrates several price-momentum measurements to gauge rising and falling price trends into their fundamental research. This combination gives them the confidence to hold large positions in as many of the big growth-stock winners as possible.</p>\n<p>Supplementing traditional analysis with chart trends seems to be working. Growth Leaders (ticker: LGLAX) hasbeaten its benchmark index, Russell 1000 Growth, and at least 94% of its category peers on a one-, three-, and five-year basis. The fund, which turns 10 years old in June, has a below-average expense ratio of 0.9%.</p>\n<p>Southampton, N.Y.–based O’Halloran started at Lord Abbett in 2001 as a technology analyst on the small-cap growth team, following more than a decade at investment bank Dillon, Read and a five-year law career. He has been with Growth Leaders since its 2011 inception. Bice is the fund’s main technical-analysis guru.</p>\n<p>Growth Leaders looks for innovative companies benefiting from technological disruption, particularly in the consumer discretionary, communication services, technology, and healthcare sectors.</p>\n<p>In addition to technical analysis, the fund’s investment process includes evaluating a firm’s potential and operating momentum. To assess potential, the team looks for profitable businesses that can scale, or that have annuity-like revenues. They also seek market-leading companies with strong management, and consider the health and size of the company’s particular market. When assessing operating momentum, O’Halloran and team review earnings, zeroing in on revenue growth, which they consider the most important measurement for innovative growth companies.</p>\n<p>Though Growth Leaders isn’t considered a sustainable fund, the group also evaluates a firm’s environmental impact and how it treats its employees and business partners. “We’ve seen the market tell us that we need to start factoring it in,” O’Halloran says, noting that companies conscious of these issues are carrying higher valuations.</p>\n<p>Another way the fund stands out is how all three managers have small-cap backgrounds, which they use to diversify holdings. The fund does have a little wiggle room to add smaller names, as they believe smaller-cap companies will be stock market winners for a few years.</p>\n<p>One example of a smaller-cap, sustainable business isDocuSign(DOCU), the leadingcloud-software signature provider, which the fund bought in September 2019, O’Halloran says. Digital signatures can eliminate paper forms. “That has very positive environmental benefits, which we think will provide a long-tailed growth opportunity,” he adds.</p>\n<p>To help select stocks and sectors, O’Halloran uses a psychological theory, Abraham Maslow’s Hierarchy of Needs, which says that people are motivated by five categories of needs, including safety, self-esteem, and self-actualization. Innovative companies often go to sectors where people spend money on their needs, he says.</p>\n<p>A firm tapping into one of those needs, and withsignificant growth potential, isAlign Technology(ALGN). The company makes clear teeth aligners, which are much more visually subtle than metal braces. Clear aligners only have a 15% penetration in the worldwide orthodontic market, and O’Halloran believes these will eventually replace all metal braces.</p>\n<p>“Straight teeth are a big deal,” he says. “They have a powerful impact on self-esteem, which allows for self-actualization.”</p>\n<p>Growth Leaders has owned the stock off and on in the past decade, but most recently bought it again in October 2020, after strong sales growth pushed the stock price above its three-year high.</p>\n<p>Digital money should continue to become popular, and O’Halloran considersSquare(SQ) to be the most creative large-cap fintech company. “Its Cash App has been ahuge innovationthat will allow it to take chunks of market share from banks,” he says. Growth Leaders first bought Square in January 2020 and increased its position in March and again later in 2020.</p>\n<p>O’Halloran estimates that his investment style falls out of favor about 10% to 15% of the time, but when it does, the drops can be dramatic. 2016 was a tough year, for instance, as value stocks outperformed growth. But O’Halloran says problems started in the last quarter of 2015 when the team waited too long to sell growth holdings, and then they missed out when growth stocks rebounded.</p>\n<p>To rectify the situation, the fund added more analysts, allowing DeCicco to become a full-time portfolio manager. Bice also took a more disciplined approach toward which technical signals to use, to eliminate short-term market “noise,” O’Halloran says.</p>\n<p>Currently, 40% of the portfolio is in technology, slightly less than the Russell 1000 Growth’s 45% weighting. The fund trimmed its position in some tech giants when concerns aboutpotential stricter government regulationsdented their stocks. The regulatory risks are real, but O’Hallaron isn’t giving up on theApples (AAPL) andMicrosofts (MSFT) of the world—the fund’s No. 1 and No. 3 holdings, respectively. These are great companies with annuity-like revenues, he says.</p>\n<p>In a market selloff, these quality companies may provide a ballast to portfolios, he says: “If we had a bear market, which wouldn’t surprise me at all, then I think we would (want to) own more of them.”</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why a Growth Stock Fund Is Betting on Align Technology, DocuSign, and Apple</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy a Growth Stock Fund Is Betting on Align Technology, DocuSign, and Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 22:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/growth-stock-fund-align-technology-docusign-apple-shares-51615328441?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Portfolio managers of big mutual funds don’t often rely heavily on technical analysis as part of their investment process. But for the managers of the $8.1 billionLord Abbett Growth Leadersfund, it’s ...</p>\n\n<a href=\"https://www.barrons.com/articles/growth-stock-fund-align-technology-docusign-apple-shares-51615328441?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","ALGN":"艾利科技","DOCU":"Docusign"},"source_url":"https://www.barrons.com/articles/growth-stock-fund-align-technology-docusign-apple-shares-51615328441?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176251994","content_text":"Portfolio managers of big mutual funds don’t often rely heavily on technical analysis as part of their investment process. But for the managers of the $8.1 billionLord Abbett Growth Leadersfund, it’s part of what makes them unique.\n“We are fundamental analysts who are guided by charts,” says Thomas O’Halloran, 66, partner and portfolio manager.\nFundamental analysts sometimes deride technical analysis, saying the study of stock price and volume movement is too short term to be useful for long-term holdings. But O’Halloran says the three-person management team—which includes Vernon Bice, portfolio manager, and Matthew DeCicco, partner and director of equities—integrates several price-momentum measurements to gauge rising and falling price trends into their fundamental research. This combination gives them the confidence to hold large positions in as many of the big growth-stock winners as possible.\nSupplementing traditional analysis with chart trends seems to be working. Growth Leaders (ticker: LGLAX) hasbeaten its benchmark index, Russell 1000 Growth, and at least 94% of its category peers on a one-, three-, and five-year basis. The fund, which turns 10 years old in June, has a below-average expense ratio of 0.9%.\nSouthampton, N.Y.–based O’Halloran started at Lord Abbett in 2001 as a technology analyst on the small-cap growth team, following more than a decade at investment bank Dillon, Read and a five-year law career. He has been with Growth Leaders since its 2011 inception. Bice is the fund’s main technical-analysis guru.\nGrowth Leaders looks for innovative companies benefiting from technological disruption, particularly in the consumer discretionary, communication services, technology, and healthcare sectors.\nIn addition to technical analysis, the fund’s investment process includes evaluating a firm’s potential and operating momentum. To assess potential, the team looks for profitable businesses that can scale, or that have annuity-like revenues. They also seek market-leading companies with strong management, and consider the health and size of the company’s particular market. When assessing operating momentum, O’Halloran and team review earnings, zeroing in on revenue growth, which they consider the most important measurement for innovative growth companies.\nThough Growth Leaders isn’t considered a sustainable fund, the group also evaluates a firm’s environmental impact and how it treats its employees and business partners. “We’ve seen the market tell us that we need to start factoring it in,” O’Halloran says, noting that companies conscious of these issues are carrying higher valuations.\nAnother way the fund stands out is how all three managers have small-cap backgrounds, which they use to diversify holdings. The fund does have a little wiggle room to add smaller names, as they believe smaller-cap companies will be stock market winners for a few years.\nOne example of a smaller-cap, sustainable business isDocuSign(DOCU), the leadingcloud-software signature provider, which the fund bought in September 2019, O’Halloran says. Digital signatures can eliminate paper forms. “That has very positive environmental benefits, which we think will provide a long-tailed growth opportunity,” he adds.\nTo help select stocks and sectors, O’Halloran uses a psychological theory, Abraham Maslow’s Hierarchy of Needs, which says that people are motivated by five categories of needs, including safety, self-esteem, and self-actualization. Innovative companies often go to sectors where people spend money on their needs, he says.\nA firm tapping into one of those needs, and withsignificant growth potential, isAlign Technology(ALGN). The company makes clear teeth aligners, which are much more visually subtle than metal braces. Clear aligners only have a 15% penetration in the worldwide orthodontic market, and O’Halloran believes these will eventually replace all metal braces.\n“Straight teeth are a big deal,” he says. “They have a powerful impact on self-esteem, which allows for self-actualization.”\nGrowth Leaders has owned the stock off and on in the past decade, but most recently bought it again in October 2020, after strong sales growth pushed the stock price above its three-year high.\nDigital money should continue to become popular, and O’Halloran considersSquare(SQ) to be the most creative large-cap fintech company. “Its Cash App has been ahuge innovationthat will allow it to take chunks of market share from banks,” he says. Growth Leaders first bought Square in January 2020 and increased its position in March and again later in 2020.\nO’Halloran estimates that his investment style falls out of favor about 10% to 15% of the time, but when it does, the drops can be dramatic. 2016 was a tough year, for instance, as value stocks outperformed growth. But O’Halloran says problems started in the last quarter of 2015 when the team waited too long to sell growth holdings, and then they missed out when growth stocks rebounded.\nTo rectify the situation, the fund added more analysts, allowing DeCicco to become a full-time portfolio manager. Bice also took a more disciplined approach toward which technical signals to use, to eliminate short-term market “noise,” O’Halloran says.\nCurrently, 40% of the portfolio is in technology, slightly less than the Russell 1000 Growth’s 45% weighting. The fund trimmed its position in some tech giants when concerns aboutpotential stricter government regulationsdented their stocks. The regulatory risks are real, but O’Hallaron isn’t giving up on theApples (AAPL) andMicrosofts (MSFT) of the world—the fund’s No. 1 and No. 3 holdings, respectively. These are great companies with annuity-like revenues, he says.\nIn a market selloff, these quality companies may provide a ballast to portfolios, he says: “If we had a bear market, which wouldn’t surprise me at all, then I think we would (want to) own more of them.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}