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2022-09-15

[微笑]

Unusual Movement | Crazy! After surging 311%, Chinese concept stocks surged again by 18%.

2021-04-03

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Nio: The first ET7 production line body officially rolled off the production line.

2021-04-02

?//@EstherPang: Good

5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick

2021-04-02

//@EstherPang: Good

5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick

2021-04-02

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2021-03-23

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2021-03-22

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The surge in US Treasury Bond yields is intensifying; will the Federal Reserve "give in"?

2021-03-21

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2021-03-20

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The Dow Jones Industrial Average's decline widened to 1%, with the financial sector dragging down the index.

2021-03-19

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IoT cloud platform Tuya Smart listed on the New York Stock Exchange, opening more than 28% higher on its first listing.

2021-03-15

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2021-03-12

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The stock price was cut in half, and the bubble of new cars burst?

2021-03-12

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Coupang, the "Amazon of Korea," is here! Surged 84% on the first day

Go to Tiger App to see more news

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Netflix was \"restless\" before the market opened, expecting its low-priced ad-supported version of the service to attract 40 million subscribers within a year.</b>On September 15, U.S. stock index futures were mixed, with Dow Jones futures up 0.11%, Nasdaq futures down 0.03%, and S&P 500 futures up 0.07%.<img src=\"https://static.tigerbbs.com/86448598361811d21aebbc20a01641cf\" tg-width=\"438\" tg-height=\"173\" referrerpolicy=\"no-referrer\"/><a href=\"https://laohu8.com/S/APA\">Apache</a>The stock rose more than 3% in pre-market trading after the company's board of directors authorized the repurchase of an additional 40 million shares.</p><p>Netflix rose more than 2% in pre-market trading, with its low-priced advertising version expected to attract 40 million subscribers within a year.</p><p>Velo3D rose more than 8% in pre-market trading, with a net purchase of 126,900 shares by the company's directors.</p><p>Rhythm fell 11% in pre-market trading after the company announced a public offering of 4.8 million shares at $26 per share.</p><p>Streaming company Vimeo rose more than 3% in pre-market trading, reporting 9% revenue growth and 1% subscriber growth in August.</p><p>Payoneer Global rose more than 3% in pre-market trading, with director Zeevi Avi net buying 162,200 shares.</p><p><a href=\"https://laohu8.com/S/BEKE\">Seashell</a>The stock rose more than 2% in pre-market trading after the company spent approximately $4 million to repurchase 664,500 shares on the New York Stock Exchange. According to statistics, Beike has conducted seven share repurchases on the New York Stock Exchange this month, totaling approximately 4.41 million shares, involving approximately $25.51 million.</p><p><a href=\"https://laohu8.com/S/AKRO\">Akero Therapeutics</a>The stock fell nearly 4% in pre-market trading after a proposed issuance of 7.69 million shares at a 6% discount.</p><p><a href=\"https://laohu8.com/S/NEE\">New Era Energy</a>The stock fell more than 3% in pre-market trading after the company announced it would sell $2 billion worth of equity units at a price of $50 per unit.</p><p>Chinese concept stocks are making a comeback!<a href=\"https://laohu8.com/S/HKD\">Shangchengshu Science</a>The stock rose more than 18% in pre-market trading, after surging 311% in the previous trading day.<img src=\"https://static.tigerbbs.com/83e324df0d955ff4d4d4c67d3604e07e\" tg-width=\"527\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Unusual Movement | Crazy! 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After surging 311%, Chinese concept stocks surged again by 18%.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-09-15 16:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Abstract: US stock index futures were mixed.<a href=\"https://laohu8.com/S/APA\">Apache</a>The stock rose in pre-market trading after the board authorized additional share repurchases. Netflix was \"restless\" before the market opened, expecting its low-priced ad-supported version of the service to attract 40 million subscribers within a year.</b>On September 15, U.S. stock index futures were mixed, with Dow Jones futures up 0.11%, Nasdaq futures down 0.03%, and S&P 500 futures up 0.07%.<img src=\"https://static.tigerbbs.com/86448598361811d21aebbc20a01641cf\" tg-width=\"438\" tg-height=\"173\" referrerpolicy=\"no-referrer\"/><a href=\"https://laohu8.com/S/APA\">Apache</a>The stock rose more than 3% in pre-market trading after the company's board of directors authorized the repurchase of an additional 40 million shares.</p><p>Netflix rose more than 2% in pre-market trading, with its low-priced advertising version expected to attract 40 million subscribers within a year.</p><p>Velo3D rose more than 8% in pre-market trading, with a net purchase of 126,900 shares by the company's directors.</p><p>Rhythm fell 11% in pre-market trading after the company announced a public offering of 4.8 million shares at $26 per share.</p><p>Streaming company Vimeo rose more than 3% in pre-market trading, reporting 9% revenue growth and 1% subscriber growth in August.</p><p>Payoneer Global rose more than 3% in pre-market trading, with director Zeevi Avi net buying 162,200 shares.</p><p><a href=\"https://laohu8.com/S/BEKE\">Seashell</a>The stock rose more than 2% in pre-market trading after the company spent approximately $4 million to repurchase 664,500 shares on the New York Stock Exchange. According to statistics, Beike has conducted seven share repurchases on the New York Stock Exchange this month, totaling approximately 4.41 million shares, involving approximately $25.51 million.</p><p><a href=\"https://laohu8.com/S/AKRO\">Akero Therapeutics</a>The stock fell nearly 4% in pre-market trading after a proposed issuance of 7.69 million shares at a 6% discount.</p><p><a href=\"https://laohu8.com/S/NEE\">New Era Energy</a>The stock fell more than 3% in pre-market trading after the company announced it would sell $2 billion worth of equity units at a price of $50 per unit.</p><p>Chinese concept stocks are making a comeback!<a href=\"https://laohu8.com/S/HKD\">Shangchengshu Science</a>The stock rose more than 18% in pre-market trading, after surging 311% in the previous trading day.<img src=\"https://static.tigerbbs.com/83e324df0d955ff4d4d4c67d3604e07e\" tg-width=\"527\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7ed81b1e72df2f2f0f21497fe08eaed","relate_stocks":{"BEKE":"贝壳","APA":"阿帕契","AKRO":"Akero Therapeutics","NEE":"新纪元能源","APA.AU":"APA GROUP","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","NFLX":"奈飞","HKD":"尚乘数科","BK4551":"寇图资本持仓","BK4509":"腾讯概念","BK4524":"宅经济概念","BK4581":"高盛持仓","BK4527":"明星科技股",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","BK4139":"生物科技",".SPX":"S&P 500 Index","BK4533":"AQR资本管理(全球第二大对冲基金)","BK7148":"燃气公用事业","BK4213":"石油与天然气的勘探与生产"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127901025","content_text":"摘要：美股指期货涨跌不一，阿帕契盘前上涨，董事会授权额外回购股份；奈飞盘前“躁动”， 预计低价广告版服务一年内能吸引4000万人订阅。9月15日，美股指期货涨跌不一，道指期货涨0.11%，纳指期货跌0.03%，标普500指数期货涨0.07%。阿帕契盘前涨超3%，公司董事会授权额外回购4000万股股份。奈飞盘前涨超2%， 预计低价广告版服务一年内能吸引4000万人订阅。Velo3D盘前涨超8%，获公司董事净买入12.69万股。Rhythm盘前跌11%，公司宣布以每股26美元的价格公开发行480万股票。流媒体公司Vimeo盘前涨超3%，8月营收增长9%、订户数量增长1%。Payoneer Global盘前涨超3%，获董事Zeevi Avi净买入16.22万股。贝壳盘前涨超2%，公司再度耗资约400万美元于纽交所回购66.45万股，据统计，月内贝壳已在纽交所进行7次股份回购，共回购约441万股，涉资约2551万美元。Akero Therapeutics盘前跌近4%，拟折价6%发行769万股。新纪元能源盘前跌超3%，公司将出售20亿美元的股权单位，每单位的发行金额为50美元。中概妖股再度“归来”！尚乘数科盘前涨超18%，该股上一交易日暴涨311%。","news_type":1,"symbols_score_info":{"836077":0.9,"836149":0.9,"836239":0.9,"836260":0.9,"836263":0.9,"836433":0.9,"836675":0.9,"836720":0.9,"836826":0.9,"836892":0.9,"APA":0.9,".SPX":0.9,"HKD":0.9,"AKRO":0.9,".DJI":0.9,"BEKE":0.9,"NFLX":0.9,"NEE":0.9,".IXIC":0.9,"APA.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":4715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340214501,"gmtCreate":1617416757703,"gmtModify":1704699527156,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/340214501","repostId":"1111944043","repostType":4,"repost":{"id":"1111944043","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1617374206,"share":"https://ttm.financial/m/news/1111944043?lang=en_US&edition=fundamental","pubTime":"2021-04-02 22:36","market":"us","language":"zh","title":"Nio: The first ET7 production line body officially rolled off the production line.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111944043","media":"老虎资讯综合","summary":"配备激光雷达，续航超过1000km的蔚来ET7在NIO Day发布后，便吸引了众多目光关注。就在昨日，ET7的首台生产线车身，已经在蔚来合肥先进制造基地正式下线。生产线车身是指车身结构件及覆盖件焊接总","content":"<p>Equipped with LiDAR and boasting a range of over 1,000 km, the NIO ET7 attracted considerable attention after its release at NIO Day.</p><p>Just yesterday, the first production line body of the ET7 officially rolled off the production line at the Hefei Advanced Manufacturing Base in Nio. The production line body refers to the welding assembly of the body structural components and cover parts. This is a very important part of the ET7 verification process (Confirmation Build). It can fully identify and solve problems with the body during the manufacturing stage, which will play a positive role in the continuous advancement of ET7 production in the future.</p><p>Meanwhile, a brand-new welding production line specially built for the ET7 at the Hefei Advanced Manufacturing Base will also be officially put into use.</p><p><img src=\"https://static.tigerbbs.com/4a2a759fc9f97a8c5bca7f8bd58a25be\" tg-width=\"864\" tg-height=\"837\" referrerpolicy=\"no-referrer\"></p><p>In addition, Nio released its first-quarter delivery data yesterday, showing that Nio delivered a total of 20,060 units in the first quarter of 2021, exceeding 20,000 units for the first time in a single quarter. In March, 7,257 units were delivered, a year-on-year increase of 373.4%, setting a new record for monthly deliveries.</p><p><img src=\"https://static.tigerbbs.com/08086c64422723bd1eac0b8dd4ac90a0\" tg-width=\"412\" tg-height=\"748\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio: The first ET7 production line body officially rolled off the production line.</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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio: The first ET7 production line body officially rolled off the production line.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-04-02 22:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Equipped with LiDAR and boasting a range of over 1,000 km, the NIO ET7 attracted considerable attention after its release at NIO Day.</p><p>Just yesterday, the first production line body of the ET7 officially rolled off the production line at the Hefei Advanced Manufacturing Base in Nio. The production line body refers to the welding assembly of the body structural components and cover parts. This is a very important part of the ET7 verification process (Confirmation Build). It can fully identify and solve problems with the body during the manufacturing stage, which will play a positive role in the continuous advancement of ET7 production in the future.</p><p>Meanwhile, a brand-new welding production line specially built for the ET7 at the Hefei Advanced Manufacturing Base will also be officially put into use.</p><p><img src=\"https://static.tigerbbs.com/4a2a759fc9f97a8c5bca7f8bd58a25be\" tg-width=\"864\" tg-height=\"837\" referrerpolicy=\"no-referrer\"></p><p>In addition, Nio released its first-quarter delivery data yesterday, showing that Nio delivered a total of 20,060 units in the first quarter of 2021, exceeding 20,000 units for the first time in a single quarter. In March, 7,257 units were delivered, a year-on-year increase of 373.4%, setting a new record for monthly deliveries.</p><p><img src=\"https://static.tigerbbs.com/08086c64422723bd1eac0b8dd4ac90a0\" tg-width=\"412\" tg-height=\"748\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aeb06dc1c36261473ead8873ac0bf768","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111944043","content_text":"配备激光雷达，续航超过1000km的蔚来ET7在NIO Day发布后，便吸引了众多目光关注。就在昨日，ET7的首台生产线车身，已经在蔚来合肥先进制造基地正式下线。生产线车身是指车身结构件及覆盖件焊接总成，这是ET7在验证生产制造流程（Confirmation Build）过程中非常重要的一环，可以充分识别并解决车身在制造阶段的问题，对未来ET7生产的持续推进有着积极的作用。同时，合肥先进制造基地为ET7专门打造的全新焊装生产线也将正式投入使用。此外，蔚来昨日公布了一季度交付数据，数据显示蔚来2021年第一季度累计交付20,060台，单季交付首次突破两万台，3月交付7,257台，同比增长373.4%，再创单月交付数新高。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":6722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340815958,"gmtCreate":1617371028274,"gmtModify":1704699261744,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"title":"","htmlText":"?//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","listText":"?//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","text":"?//@EstherPang: Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/340815958","repostId":"2123781802","repostType":4,"repost":{"id":"2123781802","kind":"news","pubTimestamp":1617268992,"share":"https://ttm.financial/m/news/2123781802?lang=en_US&edition=fundamental","pubTime":"2021-04-01 17:23","market":"us","language":"en","title":"5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick","url":"https://stock-news.laohu8.com/highlight/detail?id=2123781802","media":"Zacks","summary":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering in","content":"<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.</p>\n<p>IoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.</p>\n<p>IoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.</p>\n<p>Rapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.</p>\n<p>Moreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.</p>\n<p>Proliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.</p>\n<p>Notably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.</p>\n<h3>New Normal Trends Aid IoT Growth Avenues</h3>\n<p>The growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.</p>\n<p>Moreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.</p>\n<p>Further, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.</p>\n<p>Despite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of <b><a href=\"https://laohu8.com/S/EFFE\">Global X</a> Internet of Things ETF</b> (SNSR), which has gained 80.4% in the past year compared with the <b>SPDR S&amp;P 500 ETF Trust</b>'s (SPY) growth of 7.8%.</p>\n<p>Per a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.</p>\n<p>Here we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&amp;P 500 composite in the past year.</p>\n<h3>Past Year Price Performance</h3>\n<p><img src=\"https://static.tigerbbs.com/431c5cb0a5d51feafc57d1b6ae3549bf\" tg-width=\"620\" tg-height=\"324\" referrerpolicy=\"no-referrer\"><b>NXP Semiconductors N.V.</b> NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.</p>\n<p>The company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.</p>\n<p>The company, currently sporting a Zacks Rank #1 (Strong Buy), acquired <b>Marvell</b>’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see <b>the complete list of today’s Zacks #1 Rank stocks here</b>.</p>\n<p>The company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.</p>\n<p><b>Rockwell Automation</b> ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.</p>\n<p>The company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.</p>\n<p>Markedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.</p>\n<p>Moreover, the company’s alliance with <b>PTC</b> PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.</p>\n<p>Also, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.</p>\n<p><b>Qorvo </b>QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.</p>\n<p>In the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.</p>\n<p>The company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.</p>\n<p>The new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.</p>\n<p>The Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.</p>\n<p><b>Skyworks Solutions</b> SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.</p>\n<p>In fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.</p>\n<p>Further, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.</p>\n<p>The company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.</p>\n<p>The Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.</p>\n<p><b>Arrow Electronics</b> ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.</p>\n<p>Arrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.</p>\n<p>The company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.</p>\n<p>The Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-01 17:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85ada12395dec31463865034e7cef52c","relate_stocks":{"ROK":"罗克韦尔自动化","NXPI":"恩智浦","ARW":"艾睿","SWKS":"思佳讯","QRVO":"Qorvo, Inc."},"source_url":"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123781802","content_text":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.\nIoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.\nIoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.\nRapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.\nMoreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.\nProliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.\nNotably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.\nNew Normal Trends Aid IoT Growth Avenues\nThe growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.\nMoreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.\nFurther, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.\nDespite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of Global X Internet of Things ETF (SNSR), which has gained 80.4% in the past year compared with the SPDR S&P 500 ETF Trust's (SPY) growth of 7.8%.\nPer a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.\nHere we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&P 500 composite in the past year.\nPast Year Price Performance\nNXP Semiconductors N.V. NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.\nThe company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.\nThe company, currently sporting a Zacks Rank #1 (Strong Buy), acquired Marvell’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see the complete list of today’s Zacks #1 Rank stocks here.\nThe company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.\nRockwell Automation ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.\nThe company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.\nMarkedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.\nMoreover, the company’s alliance with PTC PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.\nAlso, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.\nQorvo QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.\nIn the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.\nThe company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.\nThe new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.\nThe Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.\nSkyworks Solutions SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.\nIn fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.\nFurther, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.\nThe company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.\nThe Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.\nArrow Electronics ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.\nArrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.\nThe company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.\nThe Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.","news_type":1,"symbols_score_info":{"NXPI":0.9,"QRVO":0.9,"SWKS":0.9,"ROK":0.9,"ARW":0.9}},"isVote":1,"tweetType":1,"viewCount":5597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340076919,"gmtCreate":1617326249131,"gmtModify":1704698785202,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"title":"","htmlText":"//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","listText":"//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","text":"//@EstherPang: Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340076919","repostId":"2123781802","repostType":4,"repost":{"id":"2123781802","kind":"news","pubTimestamp":1617268992,"share":"https://ttm.financial/m/news/2123781802?lang=en_US&edition=fundamental","pubTime":"2021-04-01 17:23","market":"us","language":"en","title":"5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick","url":"https://stock-news.laohu8.com/highlight/detail?id=2123781802","media":"Zacks","summary":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering in","content":"<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.</p>\n<p>IoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.</p>\n<p>IoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.</p>\n<p>Rapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.</p>\n<p>Moreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.</p>\n<p>Proliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.</p>\n<p>Notably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.</p>\n<h3>New Normal Trends Aid IoT Growth Avenues</h3>\n<p>The growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.</p>\n<p>Moreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.</p>\n<p>Further, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.</p>\n<p>Despite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of <b><a href=\"https://laohu8.com/S/EFFE\">Global X</a> Internet of Things ETF</b> (SNSR), which has gained 80.4% in the past year compared with the <b>SPDR S&amp;P 500 ETF Trust</b>'s (SPY) growth of 7.8%.</p>\n<p>Per a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.</p>\n<p>Here we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&amp;P 500 composite in the past year.</p>\n<h3>Past Year Price Performance</h3>\n<p><img src=\"https://static.tigerbbs.com/431c5cb0a5d51feafc57d1b6ae3549bf\" tg-width=\"620\" tg-height=\"324\" referrerpolicy=\"no-referrer\"><b>NXP Semiconductors N.V.</b> NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.</p>\n<p>The company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.</p>\n<p>The company, currently sporting a Zacks Rank #1 (Strong Buy), acquired <b>Marvell</b>’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see <b>the complete list of today’s Zacks #1 Rank stocks here</b>.</p>\n<p>The company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.</p>\n<p><b>Rockwell Automation</b> ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.</p>\n<p>The company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.</p>\n<p>Markedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.</p>\n<p>Moreover, the company’s alliance with <b>PTC</b> PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.</p>\n<p>Also, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.</p>\n<p><b>Qorvo </b>QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.</p>\n<p>In the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.</p>\n<p>The company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.</p>\n<p>The new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.</p>\n<p>The Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.</p>\n<p><b>Skyworks Solutions</b> SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.</p>\n<p>In fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.</p>\n<p>Further, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.</p>\n<p>The company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.</p>\n<p>The Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.</p>\n<p><b>Arrow Electronics</b> ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.</p>\n<p>Arrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.</p>\n<p>The company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.</p>\n<p>The Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-01 17:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85ada12395dec31463865034e7cef52c","relate_stocks":{"ROK":"罗克韦尔自动化","NXPI":"恩智浦","ARW":"艾睿","SWKS":"思佳讯","QRVO":"Qorvo, Inc."},"source_url":"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123781802","content_text":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.\nIoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.\nIoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.\nRapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.\nMoreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.\nProliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.\nNotably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.\nNew Normal Trends Aid IoT Growth Avenues\nThe growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.\nMoreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.\nFurther, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.\nDespite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of Global X Internet of Things ETF (SNSR), which has gained 80.4% in the past year compared with the SPDR S&P 500 ETF Trust's (SPY) growth of 7.8%.\nPer a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.\nHere we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&P 500 composite in the past year.\nPast Year Price Performance\nNXP Semiconductors N.V. NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.\nThe company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.\nThe company, currently sporting a Zacks Rank #1 (Strong Buy), acquired Marvell’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see the complete list of today’s Zacks #1 Rank stocks here.\nThe company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.\nRockwell Automation ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.\nThe company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.\nMarkedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.\nMoreover, the company’s alliance with PTC PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.\nAlso, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.\nQorvo QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.\nIn the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.\nThe company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.\nThe new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.\nThe Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.\nSkyworks Solutions SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.\nIn fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.\nFurther, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.\nThe company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.\nThe Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.\nArrow Electronics ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.\nArrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.\nThe company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.\nThe Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.","news_type":1,"symbols_score_info":{"NXPI":0.9,"QRVO":0.9,"SWKS":0.9,"ROK":0.9,"ARW":0.9}},"isVote":1,"tweetType":1,"viewCount":4257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340046780,"gmtCreate":1617325731040,"gmtModify":1704698773563,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/340046780","repostId":"1185840581","repostType":4,"isVote":1,"tweetType":1,"viewCount":6789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353149740,"gmtCreate":1616473639280,"gmtModify":1704794551928,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/353149740","repostId":"2121091121","repostType":4,"isVote":1,"tweetType":1,"viewCount":5643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359324319,"gmtCreate":1616365984531,"gmtModify":1704793051692,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359324319","repostId":"2120549145","repostType":4,"repost":{"id":"2120549145","kind":"news","pubTimestamp":1616299535,"share":"https://ttm.financial/m/news/2120549145?lang=en_US&edition=fundamental","pubTime":"2021-03-21 12:05","market":"fut","language":"zh","title":"The surge in US Treasury Bond yields is intensifying; will the Federal Reserve \"give in\"?","url":"https://stock-news.laohu8.com/highlight/detail?id=2120549145","media":"FX168","summary":"英国媒体周六报道称，美联储正陷入与市场的“摊牌”中。英国《金融时报》称，尽管鲍威尔对美国国债的收益率采取了放任不管的方法，但与他在欧元区的同行相比，投资者仍在质疑美联储可以允许这种利率运行多长时间。美国国债被抛售反映出通胀和增长预期大幅提升，经济学家怀疑美联储最终将被迫提出首次加息。","content":"<p>British media reported on Saturday (March 20) that the Federal Reserve is locked in a \"showdown\" with the market.</p><p>This week, Federal Reserve Chairman Jerome Powell acknowledged the rapidly developing economic outlook and the possibility of further inflation, while emphasizing his commitment to keeping interest rates at their lowest levels for the foreseeable future.</p><p>However, this lax attitude towards inflation is eroding the price of long-term U.S. government bonds, causing ripples in global markets. The Financial Times reports that despite Powell's laissez-faire approach to U.S. Treasury Bond yields, investors are still questioning how long the Federal Reserve can allow such rates to run compared to his Eurozone counterparts.</p><p>\"What matters is not the level of yield, but how it interacts with risky assets,\" said Gene Tannuzzo, global head of fixed income at Columbia Threadneedle Investments. \"If yields rise at a rate that causes the stock market to fall and credit spreads to widen, then Powell will be even more worried.\"</p><p>Over the past week, the benchmark 10-year U.S. Treasury Bond yield has jumped to 1.75%, compared to around 1.6% a few days ago. The Bloomberg Barclays index shows that U.S. Treasury Bond prices of 10 years or longer have fallen by nearly 15% since the beginning of the year. If these losses continue, the first quarter of this year will be the worst sell-off in U.S. Treasury Bond since at least the early 1970s.</p><p>The sell-off in U.S. Treasury Bond reflects a significant increase in inflation and growth expectations, and economists suspect that the Federal Reserve will eventually be forced to deliver its first rate hike.</p><p>The European Central Bank, concerned that borrowing costs for companies and individuals could increase harmfully, has taken measures to counter rising Treasury Bond yields. In contrast, the Federal Reserve chair showed no signs of unease, a stark contrast to the situation in March 2020, when policymakers agreed with banks and other market participants on the chaotic market trends.</p><p>The sell-off quickly began to spread to the stock and credit markets, which angered investors. Following a poor performance at Treasury Bond auctions in February, Treasury Bond yields even exceeded some of the highest expectations for the year, triggering volatile trading.</p><p>Powell on Wednesday again dismissed concerns about recent volatility in the $2.1 billion U.S. government bond market, reiterating that financial conditions remain “highly accommodative” across various indicators, and that the central bank is only concerned about “disorderly” moves that could undermine the money market’s support for economic recovery. To illustrate this point, he stated that he had no intention of adjusting the Federal Reserve's $120 billion monthly bond purchase program.</p><p>\"The market may force them to change their behavior, but Federal Reserve policymakers have made it clear that they do not want to directly participate in behaviors that affect the yield curve,\" said Rish Bhandari, senior portfolio manager at a hedge fund.</p><p>Mike Collins, senior portfolio manager at PGIM Fixed Income, warned that another sharp rise in U.S. Treasury Bond yields could test their stance.</p><p>He said, \"Financial conditions are indeed still very accommodative, but if interest rates rise by another 0.5 to 1 percentage point, it will indeed slow down.\" The rebound in stock and credit markets may also be severe enough to prompt the Federal Reserve to intervene verbally or even to purchase more long-term debt.</p>","source":"fxdaily_fut","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>The surge in US Treasury Bond yields is intensifying; will the Federal Reserve \"give in\"?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nThe surge in US Treasury Bond yields is intensifying; will the Federal Reserve \"give in\"?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">FX168</strong><span class=\"h-time small\">2021-03-21 12:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>British media reported on Saturday (March 20) that the Federal Reserve is locked in a \"showdown\" with the market.</p><p>This week, Federal Reserve Chairman Jerome Powell acknowledged the rapidly developing economic outlook and the possibility of further inflation, while emphasizing his commitment to keeping interest rates at their lowest levels for the foreseeable future.</p><p>However, this lax attitude towards inflation is eroding the price of long-term U.S. government bonds, causing ripples in global markets. The Financial Times reports that despite Powell's laissez-faire approach to U.S. Treasury Bond yields, investors are still questioning how long the Federal Reserve can allow such rates to run compared to his Eurozone counterparts.</p><p>\"What matters is not the level of yield, but how it interacts with risky assets,\" said Gene Tannuzzo, global head of fixed income at Columbia Threadneedle Investments. \"If yields rise at a rate that causes the stock market to fall and credit spreads to widen, then Powell will be even more worried.\"</p><p>Over the past week, the benchmark 10-year U.S. Treasury Bond yield has jumped to 1.75%, compared to around 1.6% a few days ago. The Bloomberg Barclays index shows that U.S. Treasury Bond prices of 10 years or longer have fallen by nearly 15% since the beginning of the year. If these losses continue, the first quarter of this year will be the worst sell-off in U.S. Treasury Bond since at least the early 1970s.</p><p>The sell-off in U.S. Treasury Bond reflects a significant increase in inflation and growth expectations, and economists suspect that the Federal Reserve will eventually be forced to deliver its first rate hike.</p><p>The European Central Bank, concerned that borrowing costs for companies and individuals could increase harmfully, has taken measures to counter rising Treasury Bond yields. In contrast, the Federal Reserve chair showed no signs of unease, a stark contrast to the situation in March 2020, when policymakers agreed with banks and other market participants on the chaotic market trends.</p><p>The sell-off quickly began to spread to the stock and credit markets, which angered investors. Following a poor performance at Treasury Bond auctions in February, Treasury Bond yields even exceeded some of the highest expectations for the year, triggering volatile trading.</p><p>Powell on Wednesday again dismissed concerns about recent volatility in the $2.1 billion U.S. government bond market, reiterating that financial conditions remain “highly accommodative” across various indicators, and that the central bank is only concerned about “disorderly” moves that could undermine the money market’s support for economic recovery. To illustrate this point, he stated that he had no intention of adjusting the Federal Reserve's $120 billion monthly bond purchase program.</p><p>\"The market may force them to change their behavior, but Federal Reserve policymakers have made it clear that they do not want to directly participate in behaviors that affect the yield curve,\" said Rish Bhandari, senior portfolio manager at a hedge fund.</p><p>Mike Collins, senior portfolio manager at PGIM Fixed Income, warned that another sharp rise in U.S. Treasury Bond yields could test their stance.</p><p>He said, \"Financial conditions are indeed still very accommodative, but if interest rates rise by another 0.5 to 1 percentage point, it will indeed slow down.\" The rebound in stock and credit markets may also be severe enough to prompt the Federal Reserve to intervene verbally or even to purchase more long-term debt.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://news.fx168.com/bank/fed/2103/4838373.shtml\">FX168</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a56aa88d539d7b65b8089a421c05150c","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时",".SPX":"S&P 500 Index","IEF":"债券指数ETF-iShares Barclays 7-10年","SHY":"债券指数ETF-iShares Barclays 1-3年国债","TQQQ":"纳指三倍做多ETF","TLT":"20+年以上美国国债ETF-iShares","PSQ":"做空纳斯达克100指数ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","GOVT":"iShares安硕核心美国国债ETF","DOG":"道指ETF-ProShares做空","OEF":"标普100指数ETF-iShares","QID":"两倍做空纳斯达克指数ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","IEI":"iShares Barclays 3-7 Year Trea","SH":"做空标普500-Proshares","OEX":"标普100","UPRO":"三倍做多标普500ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","DJX":"1/100道琼斯","QQQ":"纳指100ETF","IVV":"标普500ETF-iShares","BND":"债券指数ETF-Vanguard美国","SQQQ":"纳指三倍做空ETF","SPXU":"三倍做空标普500ETF-ProShares",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","DDM":"2倍做多道指ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","SPY":"标普500ETF"},"source_url":"https://news.fx168.com/bank/fed/2103/4838373.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2120549145","content_text":"英国媒体周六（3月20日）报道称，美联储正陷入与市场的“摊牌”中。\n本周，美联储主席鲍威尔承认迅速发展的经济前景以及通货膨胀率进一步攀升的可能，同时强调了他在可预见的未来将利率保持在最低水平的承诺。\n但是，这种对通货膨胀的宽松态度正在侵蚀美国长期政府债券的价格，在全球市场上引发了涟漪。英国《金融时报》称，尽管鲍威尔对美国国债的收益率采取了放任不管的方法，但与他在欧元区的同行相比，投资者仍在质疑美联储可以允许这种利率运行多长时间。\nColumbia Threadneedle Investments全球固定收益负责人Gene Tannuzzo表示：“重要的不是收益率水平，而是其与风险资产之间的相互作用方式。” “如果收益率以导致股市下跌和信贷息差扩大的速度上升，那么鲍威尔将更加担忧。”\n在过去的一周中，基准十年期美国国债收益率跳升至1.75％，几天前约为1.6％。彭博巴克莱（Bloomberg Barclays）指数显示，自今年年初以来，10年或更长期的美国国债价格下跌了近15％。如果这些损失持续下去，那么今年第一季度将是至少自1970年代初以来美国国债遭遇最严重的一次抛售。\n美国国债被抛售反映出通胀和增长预期大幅提升，经济学家怀疑美联储最终将被迫提出首次加息。\n欧洲央行担心公司和个人的借贷成本可能会有害地增加，因此采取措施以抵制其国债收益率的上涨。相比之下，美联储主席表现得并未有任何不安，这与2020年3月的情形形成鲜明对比，当时决策者就混乱的市场走势与银行和其他市场参与者保持一致。\n抛售的迅速开始蔓延到股票和信贷市场，这激怒了投资者。2月份美国国债拍卖表现不佳之后，国债收益率甚至突破了今年最高的一些预期，引发了波动性交易。\n鲍威尔周三再次驳回了应该对21亿美元美国政府债券市场的近期波动担忧的疑虑，重申各种指标的财务状况仍然“高度宽松”，而央行只会担心可能破坏货币市场支持经济复苏的“无序”举动。为说明这一点，他表示无意调整美联储每月1200亿美元的债券购买计划。\n对冲基金高级投资组合经理Rish Bhandari表示：“市场可能会迫使他们改变其行为，但目前美联储决策者明确表示，他们不希望直接参与对收益率曲线产生影响的行为。”\nPGIM固定收益部高级投资组合经理Mike Collins警告说，美国国债收益率的再次大幅上升可能会考验他们的立场。\n他说：“金融状况确实仍然很宽松，但是如果利率再上升0.5至1个百分点，那的确会放慢脚步。”股票和信贷市场的反弹可能也足够严重，以至于促使美联储进行口头干预，甚至转向购买更多长期债务的措施。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SH":0.9,"IEI":0.9,"SHY":0.9,".IXIC":0.9,"QQQ":0.9,"QID":0.9,"SDS":0.9,"TLT":0.9,"OEX":0.9,"ZBmain":0.9,"SPY":0.9,"MNQmain":0.9,"GOVT":0.9,"DDM":0.9,"DJX":0.9,"TNmain":0.9,".SPX":0.9,"OEF":0.9,"BND":0.9,"IEF":0.9,"TQQQ":0.9,"UDOW":0.9,"SSO":0.9,"SQQQ":0.9,"QLD":0.9,".DJI":0.9,"IVV":0.9,"UPRO":0.9,"SPXU":0.9,"UBmain":0.9,"NQmain":0.9,"ZFmain":0.9,"ESmain":0.9,"SDOW":0.9,"PSQ":0.9,"ZTmain":0.9,"DOG":0.9,"DXD":0.9}},"isVote":1,"tweetType":1,"viewCount":5231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350718473,"gmtCreate":1616289047992,"gmtModify":1704792611425,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350718473","repostId":"2121456431","repostType":4,"isVote":1,"tweetType":1,"viewCount":4874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350694092,"gmtCreate":1616198873116,"gmtModify":1704792061016,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350694092","repostId":"1179982677","repostType":4,"repost":{"id":"1179982677","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616162111,"share":"https://ttm.financial/m/news/1179982677?lang=en_US&edition=fundamental","pubTime":"2021-03-19 21:55","market":"us","language":"zh","title":"The Dow Jones Industrial Average's decline widened to 1%, with the financial sector dragging down the index.","url":"https://stock-news.laohu8.com/highlight/detail?id=1179982677","media":"老虎资讯综合","summary":"3月19日，道指跌幅扩大至1%，金融板块拖累指数下行，耐克跌近4%领跌成分股。","content":"<p>On March 19, the Dow Jones Industrial Average's decline widened to 1%, with the financial sector dragging down the index.<a href=\"https://laohu8.com/S/NKE\">Nike</a>It fell nearly 4%, leading the decline among its constituent stocks.</p><p><img src=\"https://static.tigerbbs.com/31ea201ad00386f0697a3586205daa51\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Dow Jones Industrial Average's decline widened to 1%, with the financial sector dragging down the index.</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{ 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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: 12.5px; color: #7E829C; margin: 0;}\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\">\nThe Dow Jones Industrial Average's decline widened to 1%, with the financial sector dragging down the index.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-19 21:55</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On March 19, the Dow Jones Industrial Average's decline widened to 1%, with the financial sector dragging down the index.<a href=\"https://laohu8.com/S/NKE\">Nike</a>It fell nearly 4%, leading the decline among its constituent stocks.</p><p><img src=\"https://static.tigerbbs.com/31ea201ad00386f0697a3586205daa51\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179982677","content_text":"3月19日，道指跌幅扩大至1%，金融板块拖累指数下行，耐克跌近4%领跌成分股。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327598577,"gmtCreate":1616107710699,"gmtModify":1704790975314,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"title":"","htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327598577","repostId":"1175135367","repostType":4,"repost":{"id":"1175135367","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616084705,"share":"https://ttm.financial/m/news/1175135367?lang=en_US&edition=fundamental","pubTime":"2021-03-19 00:25","market":"us","language":"zh","title":"IoT cloud platform Tuya Smart listed on the New York Stock Exchange, opening more than 28% higher on its first listing.","url":"https://stock-news.laohu8.com/highlight/detail?id=1175135367","media":"老虎资讯综合","summary":"3月18日，IoT云平台涂鸦智能正式在纽交所挂牌上市，开盘涨超28%，报27美元，市值151.1亿美元。老虎证券为本次涂鸦智能承销团队中唯一的互联网投行，贡献共计18.5亿美元订单，认购客户近5.8万","content":"<p>On March 18, Tuya Smart, an IoT cloud platform, officially listed on the New York Stock Exchange, opening up more than 28% at $27, with a market capitalization of $15.11 billion. Tiger Brokers was the only internet investment bank in the Tuya Smart Underwriting team, contributing a total of US$1.85 billion in orders to nearly 58,000 subscribers, highlighting its strong order subscription capabilities. In terms of order proportion, retail orders still account for a significant proportion, demonstrating the high level of attention and acceptance of new economy enterprises by Tiger platform users.</p><p><img src=\"https://static.tigerbbs.com/1a278534bdfeba8a543409acadb2ec91\" tg-width=\"1080\" tg-height=\"2249\"></p><p><img src=\"https://static.tigerbbs.com/1ac508d9d4a0611a79fca73710fa19a1\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"></p><p>TUYA Smart's IPO price is set at $21, above the guidance range ($17-$20), with the ticker symbol \"TUYA\". In this IPO, Tuya Smart will issue 43.59 million ADSs (American Depositary Shares), which is expected to raise $915 million.</p><p><b>Is Tuya Smart breaking through the encirclement of giants?</b></p><p>With internet giants such as Alibaba, JD.com, and Baidu successively returning to Hong Kong for secondary listings, and with numerous technology companies listing on the Science and Technology Innovation Board and the ChiNext board in China, Chinese companies listing in the United States has once again seen a surge in popularity.</p><p>According to incomplete statistics, 13 domestic companies, including Ronglian Cloud and Wuxing Technology, went public in the United States in the first two months of 2021.</p><p>As a unicorn company favored by many capitalists in the booming Internet of Things (IoT) sector, Tuya Smart also went public in the United States today.</p><p>The New York Stock Exchange bells ring, and the wealth-creating myth continues...</p><p>At this time, many people also want to see if a \"new giant\" can emerge in the trillion-dollar IoT sector.</p><p><b>1、</b><b><b>Graffiti Smart's Coming-of-Age Ceremony</b></b></p><p>On the evening of March 18, Tuya Smart's executives, investors, partners, and even the mayor of Hangzhou personally went to the Hangzhou Huanglong Hotel to witness the cloud bell-ringing ceremony for Tuya Smart's listing in the United States.</p><p><img src=\"https://static.tigerbbs.com/b5ed48ea6a3e3cf8f3367f617e10ec4c\" tg-width=\"740\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p>Before ringing the bell, Chen Liaohan, founder and president of Tuya Smart, and Liu Yao, senior vice president and CFO of Tuya Smart, gave media interviews, revealing Tuya Smart's thoughts and plans in this IPO process.</p><p>Q:<b>The return of Chinese concept stocks is a current trend. Why did Tuya choose to list in the US?</b></p><p>Liu Yao: Our choice of US stocks was mainly based on two considerations:</p><p><ul><li>First, Tuya is a global company. We support brands, factories, distributors and operators all over the world. Listing on the US stock market takes into account our customer base.</p><p></li><li>Secondly, we are a cloud vendor with a large number of mature investors in the US stock market who focus on investing in technology-related cloud companies. They have a deep understanding of cloud companies.</p><p></li></ul>Q:<b>What concept is used when introducing graffiti to US stock investors?</b></p><p>Liu Yao: Investors believe that Tuya is an infrastructure cloud company, and we provide basic services such as water and electricity to the entire IoT industry.</p><p>Q:<b>The prospectus shows that we have been operating at a loss for the past two years. What improvement measures will we take in the future?</b></p><p>Liu Yao: Historically, it is quite common for technology companies to suffer losses before or in the early stages of listing. This is because we need to invest a lot in research and development to develop truly high-value products, especially since we are new to this field. Therefore, it takes a relatively long time to explore the accumulation of products, but our losses are actually narrowing rapidly.</p><p>After going public, we will continue to invest heavily in research and development, make good products, and provide the best service to our customers. At the same time, we will also manage our cash flow in a more disciplined manner. Therefore, I think the losses are very likely to continue, but will gradually narrow.</p><p>Q:<b>Tuya currently derives a significant portion of its revenue from overseas; how does it plan to develop its business in China in the future?</b></p><p>Chen Liaohan: In the early days, especially from 2015 to 2016, we found that intelligent technology began to penetrate overseas on a large scale. So at that time, our market was focused on overseas, starting from North America and then expanding to Europe, Southeast Asia, Australia, and Japan, following this development trajectory.</p><p>Starting in 2017, we discovered that China's IoT market was taking off, so we established a dedicated team to manage the entire Chinese market.</p><p>We have seen that the Chinese market is actually a market with great potential. So although our overseas investment accounts for a higher proportion today, we have found that the Chinese market has great development potential. We will also provide intelligent service capabilities for Chinese manufacturing brands and spend a lot of resources to cultivate the Chinese market.</p><p>Q:<b>What is the significance of intelligentization at the current stage for the manufacturing industry?</b></p><p>Chen Liaohan: Taking the lighting industry as an example, an ordinary ball cannon lamp currently costs $0.40. Once it is intelligent, its price will quickly increase to more than $2. So, in fact, intelligent technology has increased the output value of the entire industry by more than 10 times. This is the charm that intelligent technology brings to this industry.</p><p><b>2、</b><b><b>Alibaba Yuanyuan: Acquired, Starting a Business Again</b></b></p><p>When talking about Tuya Smart, one cannot help but mention Alibaba, an internet giant headquartered in Hangzhou.</p><p>In 2009, Alibaba restructured its organization and established Alibaba Cloud. Jack Ma said at the time that \"Alibaba Cloud will be Alibaba's next decade\" and brought in Dr. Wang Jian, then CTO of Alibaba, to personally lead the team. At that time, Alibaba Cloud also welcomed its first general manager, nicknamed Yu Ling.</p><p>Yu Ling's real name is Wang Xueji. It is rumored that he is a top student. Before joining Alibaba, he founded the PHPWind forum with his classmates and friends in 2003 during his university years.</p><p>PHPWind is an open-source community system whose main business is to help moderators and website owners create their own forums. Back then, there was another mainstream open-source community system in China, Discuz. These two systems witnessed the rise and awakening of the Internet in China and also built the fascinating BBS era.</p><p>During the forum war at the time, Tencent acquired Discuz in 2010 and integrated it with QQ accounts. One QQ account could log in to major forums, and a large number of QQ users flocked to these forums. Alibaba acquired PHPWind two years earlier than Tencent in 2008. Wang Xueji and his team joined Alibaba and became Alibaba Cloud's first business team with PHPWind the following year.</p><p>On September 19, 2014, Alibaba was listed on the New York Stock Exchange; That year, Alibaba Cloud's users covered 200 countries around the world; In the same year, Wang Xueji left Alibaba to start another business, founding Tuya Smart.</p><p><img src=\"https://static.tigerbbs.com/4d32c71c334938c21381fd7521ecfbda\" tg-width=\"645\" tg-height=\"302\" referrerpolicy=\"no-referrer\"></p><p>At that time, Chen Liaohan, Lin Yaona, Zhou Ruixin, and other original team members who joined Alibaba from PHPWind also left to start their own businesses.</p><p><b>3、</b><b><b>Graffiti Story: It took a year and a half to get our first customer.</b></b></p><p>In 2014, the concept of the Internet of Things was still on the eve of its rapid development in China, but it had already taken shape and become popular abroad.</p><p>For this reason,<b>At its inception, Tuya Smart focused its business on overseas markets.</b></p><p>In response, Chen Liaohan also gave a detailed introduction to the founding team's understanding of the IoT market at the beginning of their business:</p><p>In 2015, consumers in overseas markets, especially in North America, had a higher awareness and acceptance of smart products than in China. We will do business wherever our customers are.</p><p>As early as 2014, smart speakers such as Amazon's Alexa and Google's Google Home had already appeared in North America. These products fueled consumers' enthusiasm for buying smart devices because after purchasing voice speakers, users hoped to have a large number of devices in their homes connected to them for better interaction and experience. This was an opportunity that Tuya saw. Tuya played a role in helping overseas brands connect to different brands of voice speakers, which is why Tuya has developed rapidly overseas in recent years.</p><p>At that time, what kind of product did Tuya Smart want to make?</p><p><b>Initially, we just wanted to tentatively create some innovative products using smart technology. This product could be a third device besides computers and mobile phones, or it could be a platform.</b>This was Wang Xueji's initial idea for founding Tuya Smart.</p><p>The intelligent technologies mentioned here are actually technologies that teams in cloud computing, big data, and the Internet of Things have accumulated over a long period of time. Using these technologies, Tuya Smart tested the waters in 2015 and created its first product, Airtake.</p><p>Airtake is not a piece of hardware, but a \"camera App that integrates cloud services\". This product was mainly designed to solve the cloud storage problem of mobile phone and camera photos at the time. Tuya Smart subsequently launched an \"SD card with embedded WiFi function\" to work with Airtake, which allows photos taken with traditional cameras or mobile phones to be automatically uploaded to the cloud album, while only compressed images are retained locally (occupying 1/6 of the space of the original image).</p><p><img src=\"https://static.tigerbbs.com/5cff693416a4d203aa1bbabf17865ddf\" tg-width=\"740\" tg-height=\"263\" referrerpolicy=\"no-referrer\"></p><p>Airtake is one of the earliest software programs to utilize cloud technology to solve everyday practicality problems. Although it ultimately failed to become the third most popular device among users after computers and mobile phones, it clearly demonstrated...<b>Tuya Smart's basic business model is hardware + software + cloud services.</b></p><p>In Tuya Smart's business model, hardware refers to networking modules (also known as IoT modules or cloud modules). Currently, there are various module solutions including Wi-Fi modules, Bluetooth modules, and Zigbee modules. By embedding these modules into the device, device networking and secondary development can be achieved. Software and cloud services refer to PaaS and SaaS services provided based on IoT cloud platforms.</p><p>As can be seen from Tuya Smart's prospectus for its US IPO, Tuya Smart's main businesses currently include four areas:</p><p><ul><li><b>IoT PaaS.</b>It provides solutions based on technologies such as cloud, IoT, and edge computing, which are specifically manifested in hardware products, namely networking modules. By embedding networking modules, devices are connected to the IoT cloud platform of Tuya Intelligent, ultimately realizing the conversion of traditional products into IoT products with edge computing, storage, and networking capabilities, as well as intelligent management of devices.</p><p></li><li><b>IoT SaaS.</b>Provides industry SaaS for vertical industries such as hotels, real estate, etc. Enterprises can use these SaaS solutions to manage and maintain smart devices.</p><p></li><li><b>Smart device distribution.</b>Provide brands and system integrators with smart devices from OEM partners that have deployed Tuya Smart IoT PaaS.</p><p></li><li><b>Other value-added cloud services.</b>It provides value-added services such as artificial intelligence virtual assistants and big data analytics to enterprise customers, and provides services such as data storage, message push, and content services to device users of Tuya Intelligence.</p><p></li></ul>Among them, IoT PaaS is Tuya Smart's core business. Currently, most of Tuya Smart's revenue comes from IoT PaaS (Note: the revenue share in 2019 and 2020 was 72.2% and 84.3%, respectively). As of December 31, 2020, Tuya Smart had 3,296 IoT PaaS customers, with revenue from 188 major customers accounting for 87% of its IoT PaaS revenue.</p><p>In 2019, Tuya Smart's revenue reached $106 million.</p><p>In five years, Tuya Smart has grown its revenue from zero to $100 million, a remarkable growth rate.</p><p>However, embedding networking modules into devices to enable them to access the internet involves complex stakes and is not as simple as it seems.</p><p>Just as Tuya Smart was starting its own business, Xiaomi, located in Beijing, also launched its Internet of Things project. Gao Ziguang, who was in charge of Xiaomi's IoT project at the time, discovered during his communication with home appliance manufacturers:</p><p>Most large enterprises want to develop their own modules instead of adopting other people's standards (modules). After spending nearly a year negotiating cooperation with major home appliance manufacturers without success, the Xiaomi team finally had to apply its IoT modules to Xiaomi's ecosystem company products. Zhimi's air purifier became Xiaomi's first IoT product.</p><p>Tuya Smart, which wants to do IoT to B business, also faces this problem.</p><p>As a startup, even if the team has a background in a large company, it is inevitable To encounter setbacks when starting a B2B business from scratch.</p><p>Wang Xueji previously stated in an interview with Wenzhou Business Daily, \"<b>It took us a year and a half to get the first 100 customers to know \"TUYA\" before the first customer chose us.</b>”</p><p>Chen Liaohan also had some feelings about this:</p><p>It took us a year and a half to get our first client, and we would question ourselves: had we chosen the wrong direction? Had we entered the market too early? We had a lot to think about, but in the end we persevered.<b>4、</b><b><b>Donors & Supporters: Who is heavily investing in graffiti?</b></b></p><p>In 2020, Tuya Smart's revenue increased by 70% to $180 million.</p><p>However,<b>Beneath such impressive performance lies the industry's revenue difficulties.</b></p><p>According to data from Tuya Smart's prospectus, it incurred net losses of US$70.5 million and US$66.9 million in 2019 and 2020, respectively. As of December 31, 2020, Tuya Smart's cumulative losses were US$192.5 million.</p><p><img src=\"https://static.tigerbbs.com/d41d65d6a764b1607ffa2053461a6c8a\" tg-width=\"740\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p><p>In this regard,<b>The solutions mentioned by Tuya Smart in its prospectus are: \"strengthening platform construction\" and \"increasing investment in the marketing team\".</b>。</p><p>In today's entrepreneurial environment, most startups do not rely on the two-way flow of revenue and investment to expand their market, but rather on the power of capital. Tuya Smart, which is favored, naturally has no shortage of investors and benefactors.</p><p>Wu Yongming was the first benefactor of Tuya Smart.</p><p>Alibaba had 18 founders when it was first established. These 18 founders raised 500,000 yuan as start-up capital and each held a portion of the shares, thus creating the now-famous Alibaba. The 18 people who started the business were both the founders and early partners of Alibaba. Later, the outside world gave them a title with a martial arts feel - the Eighteen Arhats of Alibaba.</p><p>Wu Yongming is one of these 18 people. He served as the head of the group's search business, advertising business and wireless business at Alibaba. When Wang Xueji left Alibaba to start another business, as Wang Xueji's direct superior at the time, Wu Yongming personally became an angel investor in Tuya Smart.</p><p>Besides Wu Yongming, Tuya Smart's angel investors include Li Zhiguo, Alibaba's 46th employee, and Bat Capital, founded by Qu Tian, another former Alibaba employee. For this reason, Tuya Smart was once considered an Alibaba-affiliated company.</p><p>With such a founding team, such angel investment, and choosing a recognized promising track, Tuya Smart was destined to attract much attention from its inception.</p><p>In the following years, Tuya Smart secured multiple rounds of huge financing, making it a company that was \"nurtured lavishly\". According to publicly available information, Tuya Smart secured three rounds of financing: US$10 million, RMB100 million, and US$200 million in September 2015, October 2017, and July 2018, respectively. Investors included NEA Enyi Investment, Oriental Fortune, Linear Capital, Broadband Capital, Quadrille Capital, Future Fund, and CM. Capital and other well-known domestic and international investment institutions.</p><p>In addition, in its prospectus filed with the U.S. Securities and Exchange Commission (SEC) in preparation for its IPO, Tuya Smart disclosed more information about its investors, including:</p><p><b>Tencent holds 10.8% of the shares, making it the second largest institutional investor after Enyi Investment;</b>Tuya Smart is still operating at a loss, but IoT is still a growing track, a track with great potential, and a track with infinite possibilities.</p><p>This enabled Tuya Smart, which was listed in the US as the \"first IoT cloud stock,\" to strongly become a unicorn company valued at tens of billions of dollars when the market was rising and surrounded by capital.</p><p><b>5、</b><b><b>Reassessing the \"IoT Cloud\"</b></b></p><p>On the evening of February 2, 2021, Alibaba released its Q4 2020 financial report. The report showed that in the fourth quarter of 2020, Alibaba Cloud's quarterly revenue was RMB 11.615 billion, and its adjusted EBITA achieved a profit of RMB 24 million.</p><p>This marks the first time Alibaba Cloud has achieved profitability in a single quarter since its founding twelve years ago.</p><p>However, considering Alibaba Cloud's scale advantage and the survival environment for domestic cloud vendors, competition in the domestic cloud market remains fierce.</p><p>Luo Zhenyu, the founder of \"Get\", once told the following story at an event:</p><p>All data on the \"Get APP\" is stored in the cloud. The cloud provider chosen is Alibaba Cloud, the largest cloud provider in China. Every year, \"Get\" pays tens of millions of yuan in service fees to Alibaba Cloud.<img src=\"https://static.tigerbbs.com/590da46a087ceed178517103fe6d74b2\" tg-width=\"740\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p><p>At the same time, Luo Zhenyu also received \"coupons worth tens of thousands\" from other small and medium-sized cloud service providers in his email...</p><p>Even with such fierce competition, it does not diminish capital's optimism about cloud service providers other than the giants.</p><p>On January 20, 2020, UCloud was listed on the Science and Technology Innovation Board as the first cloud computing company in China, with its market capitalization exceeding 30 billion yuan on its first day.</p><p>On May 8, 2020, Kingsoft Cloud, as Lei Jun's fourth listed company, went public in the United States, with its market capitalization exceeding $4.7 billion on its first day.</p><p>On March 16, 2021, Qingyun was listed on the Science and Technology Innovation Board as the first hybrid cloud stock, with its market capitalization exceeding 4 billion yuan on its first day.</p><p>On March 18, 2021, Tuya Smart was listed on the New York Stock Exchange as the first IoT cloud company.</p><p>In terms of actual business, both giant manufacturers such as Alibaba, Tencent, and Huawei, as well as second-tier cloud vendors such as UCloud, Kingsoft Cloud, and Qingyun, are involved in \"IoT cloud\" business.</p><p>Amidst such heavy encirclement, does Tuya Smart, listed as the \"first IoT cloud stock,\" have the opportunity to grow into the next generation of \"giants\"?</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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: 12.5px; color: #7E829C; margin: 0;}\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\">\nIoT cloud platform Tuya Smart listed on the New York Stock Exchange, opening more than 28% higher on its first listing.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-19 00:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On March 18, Tuya Smart, an IoT cloud platform, officially listed on the New York Stock Exchange, opening up more than 28% at $27, with a market capitalization of $15.11 billion. Tiger Brokers was the only internet investment bank in the Tuya Smart Underwriting team, contributing a total of US$1.85 billion in orders to nearly 58,000 subscribers, highlighting its strong order subscription capabilities. In terms of order proportion, retail orders still account for a significant proportion, demonstrating the high level of attention and acceptance of new economy enterprises by Tiger platform users.</p><p><img src=\"https://static.tigerbbs.com/1a278534bdfeba8a543409acadb2ec91\" tg-width=\"1080\" tg-height=\"2249\"></p><p><img src=\"https://static.tigerbbs.com/1ac508d9d4a0611a79fca73710fa19a1\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"></p><p>TUYA Smart's IPO price is set at $21, above the guidance range ($17-$20), with the ticker symbol \"TUYA\". In this IPO, Tuya Smart will issue 43.59 million ADSs (American Depositary Shares), which is expected to raise $915 million.</p><p><b>Is Tuya Smart breaking through the encirclement of giants?</b></p><p>With internet giants such as Alibaba, JD.com, and Baidu successively returning to Hong Kong for secondary listings, and with numerous technology companies listing on the Science and Technology Innovation Board and the ChiNext board in China, Chinese companies listing in the United States has once again seen a surge in popularity.</p><p>According to incomplete statistics, 13 domestic companies, including Ronglian Cloud and Wuxing Technology, went public in the United States in the first two months of 2021.</p><p>As a unicorn company favored by many capitalists in the booming Internet of Things (IoT) sector, Tuya Smart also went public in the United States today.</p><p>The New York Stock Exchange bells ring, and the wealth-creating myth continues...</p><p>At this time, many people also want to see if a \"new giant\" can emerge in the trillion-dollar IoT sector.</p><p><b>1、</b><b><b>Graffiti Smart's Coming-of-Age Ceremony</b></b></p><p>On the evening of March 18, Tuya Smart's executives, investors, partners, and even the mayor of Hangzhou personally went to the Hangzhou Huanglong Hotel to witness the cloud bell-ringing ceremony for Tuya Smart's listing in the United States.</p><p><img src=\"https://static.tigerbbs.com/b5ed48ea6a3e3cf8f3367f617e10ec4c\" tg-width=\"740\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p>Before ringing the bell, Chen Liaohan, founder and president of Tuya Smart, and Liu Yao, senior vice president and CFO of Tuya Smart, gave media interviews, revealing Tuya Smart's thoughts and plans in this IPO process.</p><p>Q:<b>The return of Chinese concept stocks is a current trend. Why did Tuya choose to list in the US?</b></p><p>Liu Yao: Our choice of US stocks was mainly based on two considerations:</p><p><ul><li>First, Tuya is a global company. We support brands, factories, distributors and operators all over the world. Listing on the US stock market takes into account our customer base.</p><p></li><li>Secondly, we are a cloud vendor with a large number of mature investors in the US stock market who focus on investing in technology-related cloud companies. They have a deep understanding of cloud companies.</p><p></li></ul>Q:<b>What concept is used when introducing graffiti to US stock investors?</b></p><p>Liu Yao: Investors believe that Tuya is an infrastructure cloud company, and we provide basic services such as water and electricity to the entire IoT industry.</p><p>Q:<b>The prospectus shows that we have been operating at a loss for the past two years. What improvement measures will we take in the future?</b></p><p>Liu Yao: Historically, it is quite common for technology companies to suffer losses before or in the early stages of listing. This is because we need to invest a lot in research and development to develop truly high-value products, especially since we are new to this field. Therefore, it takes a relatively long time to explore the accumulation of products, but our losses are actually narrowing rapidly.</p><p>After going public, we will continue to invest heavily in research and development, make good products, and provide the best service to our customers. At the same time, we will also manage our cash flow in a more disciplined manner. Therefore, I think the losses are very likely to continue, but will gradually narrow.</p><p>Q:<b>Tuya currently derives a significant portion of its revenue from overseas; how does it plan to develop its business in China in the future?</b></p><p>Chen Liaohan: In the early days, especially from 2015 to 2016, we found that intelligent technology began to penetrate overseas on a large scale. So at that time, our market was focused on overseas, starting from North America and then expanding to Europe, Southeast Asia, Australia, and Japan, following this development trajectory.</p><p>Starting in 2017, we discovered that China's IoT market was taking off, so we established a dedicated team to manage the entire Chinese market.</p><p>We have seen that the Chinese market is actually a market with great potential. So although our overseas investment accounts for a higher proportion today, we have found that the Chinese market has great development potential. We will also provide intelligent service capabilities for Chinese manufacturing brands and spend a lot of resources to cultivate the Chinese market.</p><p>Q:<b>What is the significance of intelligentization at the current stage for the manufacturing industry?</b></p><p>Chen Liaohan: Taking the lighting industry as an example, an ordinary ball cannon lamp currently costs $0.40. Once it is intelligent, its price will quickly increase to more than $2. So, in fact, intelligent technology has increased the output value of the entire industry by more than 10 times. This is the charm that intelligent technology brings to this industry.</p><p><b>2、</b><b><b>Alibaba Yuanyuan: Acquired, Starting a Business Again</b></b></p><p>When talking about Tuya Smart, one cannot help but mention Alibaba, an internet giant headquartered in Hangzhou.</p><p>In 2009, Alibaba restructured its organization and established Alibaba Cloud. Jack Ma said at the time that \"Alibaba Cloud will be Alibaba's next decade\" and brought in Dr. Wang Jian, then CTO of Alibaba, to personally lead the team. At that time, Alibaba Cloud also welcomed its first general manager, nicknamed Yu Ling.</p><p>Yu Ling's real name is Wang Xueji. It is rumored that he is a top student. Before joining Alibaba, he founded the PHPWind forum with his classmates and friends in 2003 during his university years.</p><p>PHPWind is an open-source community system whose main business is to help moderators and website owners create their own forums. Back then, there was another mainstream open-source community system in China, Discuz. These two systems witnessed the rise and awakening of the Internet in China and also built the fascinating BBS era.</p><p>During the forum war at the time, Tencent acquired Discuz in 2010 and integrated it with QQ accounts. One QQ account could log in to major forums, and a large number of QQ users flocked to these forums. Alibaba acquired PHPWind two years earlier than Tencent in 2008. Wang Xueji and his team joined Alibaba and became Alibaba Cloud's first business team with PHPWind the following year.</p><p>On September 19, 2014, Alibaba was listed on the New York Stock Exchange; That year, Alibaba Cloud's users covered 200 countries around the world; In the same year, Wang Xueji left Alibaba to start another business, founding Tuya Smart.</p><p><img src=\"https://static.tigerbbs.com/4d32c71c334938c21381fd7521ecfbda\" tg-width=\"645\" tg-height=\"302\" referrerpolicy=\"no-referrer\"></p><p>At that time, Chen Liaohan, Lin Yaona, Zhou Ruixin, and other original team members who joined Alibaba from PHPWind also left to start their own businesses.</p><p><b>3、</b><b><b>Graffiti Story: It took a year and a half to get our first customer.</b></b></p><p>In 2014, the concept of the Internet of Things was still on the eve of its rapid development in China, but it had already taken shape and become popular abroad.</p><p>For this reason,<b>At its inception, Tuya Smart focused its business on overseas markets.</b></p><p>In response, Chen Liaohan also gave a detailed introduction to the founding team's understanding of the IoT market at the beginning of their business:</p><p>In 2015, consumers in overseas markets, especially in North America, had a higher awareness and acceptance of smart products than in China. We will do business wherever our customers are.</p><p>As early as 2014, smart speakers such as Amazon's Alexa and Google's Google Home had already appeared in North America. These products fueled consumers' enthusiasm for buying smart devices because after purchasing voice speakers, users hoped to have a large number of devices in their homes connected to them for better interaction and experience. This was an opportunity that Tuya saw. Tuya played a role in helping overseas brands connect to different brands of voice speakers, which is why Tuya has developed rapidly overseas in recent years.</p><p>At that time, what kind of product did Tuya Smart want to make?</p><p><b>Initially, we just wanted to tentatively create some innovative products using smart technology. This product could be a third device besides computers and mobile phones, or it could be a platform.</b>This was Wang Xueji's initial idea for founding Tuya Smart.</p><p>The intelligent technologies mentioned here are actually technologies that teams in cloud computing, big data, and the Internet of Things have accumulated over a long period of time. Using these technologies, Tuya Smart tested the waters in 2015 and created its first product, Airtake.</p><p>Airtake is not a piece of hardware, but a \"camera App that integrates cloud services\". This product was mainly designed to solve the cloud storage problem of mobile phone and camera photos at the time. Tuya Smart subsequently launched an \"SD card with embedded WiFi function\" to work with Airtake, which allows photos taken with traditional cameras or mobile phones to be automatically uploaded to the cloud album, while only compressed images are retained locally (occupying 1/6 of the space of the original image).</p><p><img src=\"https://static.tigerbbs.com/5cff693416a4d203aa1bbabf17865ddf\" tg-width=\"740\" tg-height=\"263\" referrerpolicy=\"no-referrer\"></p><p>Airtake is one of the earliest software programs to utilize cloud technology to solve everyday practicality problems. Although it ultimately failed to become the third most popular device among users after computers and mobile phones, it clearly demonstrated...<b>Tuya Smart's basic business model is hardware + software + cloud services.</b></p><p>In Tuya Smart's business model, hardware refers to networking modules (also known as IoT modules or cloud modules). Currently, there are various module solutions including Wi-Fi modules, Bluetooth modules, and Zigbee modules. By embedding these modules into the device, device networking and secondary development can be achieved. Software and cloud services refer to PaaS and SaaS services provided based on IoT cloud platforms.</p><p>As can be seen from Tuya Smart's prospectus for its US IPO, Tuya Smart's main businesses currently include four areas:</p><p><ul><li><b>IoT PaaS.</b>It provides solutions based on technologies such as cloud, IoT, and edge computing, which are specifically manifested in hardware products, namely networking modules. By embedding networking modules, devices are connected to the IoT cloud platform of Tuya Intelligent, ultimately realizing the conversion of traditional products into IoT products with edge computing, storage, and networking capabilities, as well as intelligent management of devices.</p><p></li><li><b>IoT SaaS.</b>Provides industry SaaS for vertical industries such as hotels, real estate, etc. Enterprises can use these SaaS solutions to manage and maintain smart devices.</p><p></li><li><b>Smart device distribution.</b>Provide brands and system integrators with smart devices from OEM partners that have deployed Tuya Smart IoT PaaS.</p><p></li><li><b>Other value-added cloud services.</b>It provides value-added services such as artificial intelligence virtual assistants and big data analytics to enterprise customers, and provides services such as data storage, message push, and content services to device users of Tuya Intelligence.</p><p></li></ul>Among them, IoT PaaS is Tuya Smart's core business. Currently, most of Tuya Smart's revenue comes from IoT PaaS (Note: the revenue share in 2019 and 2020 was 72.2% and 84.3%, respectively). As of December 31, 2020, Tuya Smart had 3,296 IoT PaaS customers, with revenue from 188 major customers accounting for 87% of its IoT PaaS revenue.</p><p>In 2019, Tuya Smart's revenue reached $106 million.</p><p>In five years, Tuya Smart has grown its revenue from zero to $100 million, a remarkable growth rate.</p><p>However, embedding networking modules into devices to enable them to access the internet involves complex stakes and is not as simple as it seems.</p><p>Just as Tuya Smart was starting its own business, Xiaomi, located in Beijing, also launched its Internet of Things project. Gao Ziguang, who was in charge of Xiaomi's IoT project at the time, discovered during his communication with home appliance manufacturers:</p><p>Most large enterprises want to develop their own modules instead of adopting other people's standards (modules). After spending nearly a year negotiating cooperation with major home appliance manufacturers without success, the Xiaomi team finally had to apply its IoT modules to Xiaomi's ecosystem company products. Zhimi's air purifier became Xiaomi's first IoT product.</p><p>Tuya Smart, which wants to do IoT to B business, also faces this problem.</p><p>As a startup, even if the team has a background in a large company, it is inevitable To encounter setbacks when starting a B2B business from scratch.</p><p>Wang Xueji previously stated in an interview with Wenzhou Business Daily, \"<b>It took us a year and a half to get the first 100 customers to know \"TUYA\" before the first customer chose us.</b>”</p><p>Chen Liaohan also had some feelings about this:</p><p>It took us a year and a half to get our first client, and we would question ourselves: had we chosen the wrong direction? Had we entered the market too early? We had a lot to think about, but in the end we persevered.<b>4、</b><b><b>Donors & Supporters: Who is heavily investing in graffiti?</b></b></p><p>In 2020, Tuya Smart's revenue increased by 70% to $180 million.</p><p>However,<b>Beneath such impressive performance lies the industry's revenue difficulties.</b></p><p>According to data from Tuya Smart's prospectus, it incurred net losses of US$70.5 million and US$66.9 million in 2019 and 2020, respectively. As of December 31, 2020, Tuya Smart's cumulative losses were US$192.5 million.</p><p><img src=\"https://static.tigerbbs.com/d41d65d6a764b1607ffa2053461a6c8a\" tg-width=\"740\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p><p>In this regard,<b>The solutions mentioned by Tuya Smart in its prospectus are: \"strengthening platform construction\" and \"increasing investment in the marketing team\".</b>。</p><p>In today's entrepreneurial environment, most startups do not rely on the two-way flow of revenue and investment to expand their market, but rather on the power of capital. Tuya Smart, which is favored, naturally has no shortage of investors and benefactors.</p><p>Wu Yongming was the first benefactor of Tuya Smart.</p><p>Alibaba had 18 founders when it was first established. These 18 founders raised 500,000 yuan as start-up capital and each held a portion of the shares, thus creating the now-famous Alibaba. The 18 people who started the business were both the founders and early partners of Alibaba. Later, the outside world gave them a title with a martial arts feel - the Eighteen Arhats of Alibaba.</p><p>Wu Yongming is one of these 18 people. He served as the head of the group's search business, advertising business and wireless business at Alibaba. When Wang Xueji left Alibaba to start another business, as Wang Xueji's direct superior at the time, Wu Yongming personally became an angel investor in Tuya Smart.</p><p>Besides Wu Yongming, Tuya Smart's angel investors include Li Zhiguo, Alibaba's 46th employee, and Bat Capital, founded by Qu Tian, another former Alibaba employee. For this reason, Tuya Smart was once considered an Alibaba-affiliated company.</p><p>With such a founding team, such angel investment, and choosing a recognized promising track, Tuya Smart was destined to attract much attention from its inception.</p><p>In the following years, Tuya Smart secured multiple rounds of huge financing, making it a company that was \"nurtured lavishly\". According to publicly available information, Tuya Smart secured three rounds of financing: US$10 million, RMB100 million, and US$200 million in September 2015, October 2017, and July 2018, respectively. Investors included NEA Enyi Investment, Oriental Fortune, Linear Capital, Broadband Capital, Quadrille Capital, Future Fund, and CM. Capital and other well-known domestic and international investment institutions.</p><p>In addition, in its prospectus filed with the U.S. Securities and Exchange Commission (SEC) in preparation for its IPO, Tuya Smart disclosed more information about its investors, including:</p><p><b>Tencent holds 10.8% of the shares, making it the second largest institutional investor after Enyi Investment;</b>Tuya Smart is still operating at a loss, but IoT is still a growing track, a track with great potential, and a track with infinite possibilities.</p><p>This enabled Tuya Smart, which was listed in the US as the \"first IoT cloud stock,\" to strongly become a unicorn company valued at tens of billions of dollars when the market was rising and surrounded by capital.</p><p><b>5、</b><b><b>Reassessing the \"IoT Cloud\"</b></b></p><p>On the evening of February 2, 2021, Alibaba released its Q4 2020 financial report. The report showed that in the fourth quarter of 2020, Alibaba Cloud's quarterly revenue was RMB 11.615 billion, and its adjusted EBITA achieved a profit of RMB 24 million.</p><p>This marks the first time Alibaba Cloud has achieved profitability in a single quarter since its founding twelve years ago.</p><p>However, considering Alibaba Cloud's scale advantage and the survival environment for domestic cloud vendors, competition in the domestic cloud market remains fierce.</p><p>Luo Zhenyu, the founder of \"Get\", once told the following story at an event:</p><p>All data on the \"Get APP\" is stored in the cloud. The cloud provider chosen is Alibaba Cloud, the largest cloud provider in China. Every year, \"Get\" pays tens of millions of yuan in service fees to Alibaba Cloud.<img src=\"https://static.tigerbbs.com/590da46a087ceed178517103fe6d74b2\" tg-width=\"740\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p><p>At the same time, Luo Zhenyu also received \"coupons worth tens of thousands\" from other small and medium-sized cloud service providers in his email...</p><p>Even with such fierce competition, it does not diminish capital's optimism about cloud service providers other than the giants.</p><p>On January 20, 2020, UCloud was listed on the Science and Technology Innovation Board as the first cloud computing company in China, with its market capitalization exceeding 30 billion yuan on its first day.</p><p>On May 8, 2020, Kingsoft Cloud, as Lei Jun's fourth listed company, went public in the United States, with its market capitalization exceeding $4.7 billion on its first day.</p><p>On March 16, 2021, Qingyun was listed on the Science and Technology Innovation Board as the first hybrid cloud stock, with its market capitalization exceeding 4 billion yuan on its first day.</p><p>On March 18, 2021, Tuya Smart was listed on the New York Stock Exchange as the first IoT cloud company.</p><p>In terms of actual business, both giant manufacturers such as Alibaba, Tencent, and Huawei, as well as second-tier cloud vendors such as UCloud, Kingsoft Cloud, and Qingyun, are involved in \"IoT cloud\" business.</p><p>Amidst such heavy encirclement, does Tuya Smart, listed as the \"first IoT cloud stock,\" have the opportunity to grow into the next generation of \"giants\"?</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3be944a9a32d46999588e09d1fd39d10","relate_stocks":{"TUYA":"涂鸦智能"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175135367","content_text":"3月18日，IoT云平台涂鸦智能正式在纽交所挂牌上市，开盘涨超28%，报27美元，市值151.1亿美元。老虎证券为本次涂鸦智能承销团队中唯一的互联网投行，贡献共计18.5亿美元订单，认购客户近5.8万人次，凸显出其强大的订单认购实力。从订单比例来看，零售订单占比依旧突出，展现出老虎平台用户对新经济企业的高关注度和高接受度。\n\n\n涂鸦智能IPO价格定为21美元，高于指导区间(17-20美元)，代码为“TUYA”。在本次IPO中，涂鸦智能将发售4359万股ADS（美国存托股），预计将筹集9.15亿美元。\n涂鸦智能，冲出巨头重围？\n在阿里、京东、百度等互联网巨头相继回港二次上市，在众多科技企业在国内登陆科创版、创业板时，中资企业赴美上市再度迎来热潮。\n据不完全统计，2021年前两个月国内赴美上市企业已有包括容联云、雾兴科技等13家企业。\n作为爆火的物联网赛道中被众多资本看好的独角兽企业，涂鸦智能也于今日在美敲钟上市。\n纽交所钟声响起，造富神话继续……\n此时，很多人也想看看，万亿物联网赛道能否冲出一位“新巨头”？\n1、涂鸦智能的成人礼\n3月18日晚，涂鸦智能高管、投资人、合作伙伴，甚至连杭州市长都亲自赶赴到杭州黄龙饭店，来见证涂鸦智能在美上市云敲钟仪式。\n\n在敲钟之前，涂鸦智能创始人兼总裁陈燎罕、涂鸦智能高级副总裁兼CFO刘尧接受了媒体采访，揭秘了涂鸦智能的在这一上市过程中的思考和计划。\n问：中概股回归是当下趋势，涂鸦为什么会选择在美上市？\n刘尧：关于我们选择美股主要是出于两个考虑：\n\n第一，涂鸦是一个全球性企业，我们支持的客户是遍布全球的品牌、工厂、渠道商及运营商，在美股上市考虑到客户的base；\n第二，我们是一个云厂商，在美股市场上有一大批成熟的、专注于投资科技类云企业的投资人，他们对云企业理解比较深刻。\n\n问：在和美股投资人介绍涂鸦时用的是怎样的概念？\n刘尧：投资人认为涂鸦是一个基础设施类云公司，我们是为整个IoT行业提供类似、水、电这样的基础服务。\n问：招股书显示我们近两年都处于一个亏损状态，未来有怎样的改善措施？\n刘尧：从历史来看，科技类公司在上市前或早期时候亏损其实是比较常见的，因为我们需要投入大量的研发来开拓出真正有高价值的产品，尤其像我们进入这个领域它是全新的，所以产品的沉淀需要一个比较长的时间来摸索，但是我们的亏损其实是在迅速收窄的。\n上市后我们会继续重投入在研发、做好产品，为客户提供最好的服务，同时我们也会比较有纪律性的管控我们的现金流。所以我觉得亏损也很有可能会继续，但会慢慢收窄。\n问：涂鸦目前有很多收入来自海外，未来打算如何发展中国业务。\n陈燎罕：早期，特别是2015年-2016年，我们发现智能化开始在海外大规模的渗透，所以其实我们当时的市场聚焦在海外，从北美开始，然后到欧洲、东南亚、澳大利亚、日本，这样一个发展轨迹。\n从2017年开始，我们发现中国的IoT市场起来了，所以我们又专门成立了一个团队来经营我们整个中国市场。\n我们看到，其实中国市场是一个有非常大潜力的市场，所以虽然我们今天在海外投资占比更高一些，但我们发现中国市场的发展潜力非常大，我们也会为中国制造业品牌提供智能化的服务能力，我们会花很多资源深耕中国市场。\n问：当前阶段的智能化对制造业的意义何在？\n陈燎罕：以照明产业为例，一个普通的球炮灯目前的售价是0.4美金，一旦它被智能化后，它的售价会迅速提升到两美金以上，所以其实智能化对整个产业的产值提升超过了10倍，这就是智能化对于这个行业带来的魅力。\n2、阿里渊源：被收购，再创业\n说起涂鸦智能，不得不提的是总部同在杭州的一家互联网巨头，阿里。\n2009年，阿里组织架构调整，成立阿里云，马云当时即称“阿里云将是阿里的下一个十年”，并调来时任阿里CTO的王坚博士亲自带队，彼时阿里云也迎来了第一任总经理，花名御灵。\n御灵本名王学集，坊间流传是一位学霸少年，进入阿里之前，曾在大学期间与同窗好友一起在2003年创办了PHPWind论坛。\nPHPWind是一款社区开源系统，主要业务是帮助版主和站长建立自己的论坛。当年，国内还有另一个主流社区开源系统，Discuz，这两大系统见证了国内互联网的兴起与觉醒，也构建起了那个趣味横生的BBS时代。\n在当时论坛大战中，腾讯在2010年收购了Discuz，并与QQ账号进行了打通，一个QQ号可以登录各大论坛，一时间各大论坛涌入大量QQ大军；阿里早腾讯两年、在2008年收购了PHPWind，王学集和他的团队一起走进了阿里，并在次年随PHPWind成为阿里云第一个业务团队。\n2014年9月19日，阿里在纽交所挂牌上市；这一年，阿里云服务的用户已经覆盖了全世界200个国家；也是在这一年，王学集走出阿里再次创业，成立了涂鸦智能。\n\n当时，一同出走创业的还有陈燎罕、林耀纳、周瑞鑫等从PHPWind一同进入阿里的原班人马。\n3、涂鸦往事：花了一年半，才有了第一个客户\n2014年，物联网概念在国内尚处于风起云涌的前夜，在国外已经成形、风靡。\n正因如此，成立之初的涂鸦智能将业务重心放在了海外。\n对此，陈燎罕也详细介绍了创始团队在创业之初对IoT市场的认知：\n2015年，海外市场、特别是北美市场消费者对于智能产品的认知和接受度其实是高于国内的。客户在哪里，我们就往哪里去做。\n2014年在北美就已经出现了亚马逊的Alexa和谷歌的Google Home等智能音箱产品，这类产品推动了消费者对于购买智能设备的热情，因为购买语音音箱后，用户就希望能够让家里大量的设备能够连接到语音音箱中，能够进行更好地交互和体验，这也是涂鸦看到的机会，涂鸦在其中就扮演了帮助海外品牌能够连接到不同品牌的语音音箱，这也是为什么这几年涂鸦在海外发展迅速的原因。\n在当时，涂鸦智能究竟想要做一个怎样的产品呢？\n\n我们一开始只是想尝试性的用智能技术打造一些创新性产品，这个产品可能是电脑、手机之外的第三个设备，也有可能是一个平台。\n\n这是王学集创立涂鸦智能最初的想法。\n这里说的智能技术其实就是云计算、大数据、物联网这些团队已有长期积累的技术。通过这些技术，涂鸦智能在2015年试水做了第一款产品，爱相机（Airtake）。\nAirtake并不是一款硬件，而是一款「集成了云服务的相机App」，这款产品主要是为了解决当时手机、相机拍照云存储问题，涂鸦智能随后也推出了一款「植入WiFi功能的SD卡」与Airtake配合应用，使得传统相机或手机拍的照片自动上传到云端相册、本地只保留压缩图片（占用空间为原图的1/6）。\n\nAirtake是一款较早利用云技术解决日常实用性问题的软件，虽然最终没能成为电脑、手机后用户手中第三顺位设备，却清晰地展现了涂鸦智能的基本商业模式——硬件+软件+云服务。\n在涂鸦智能的商业模式中，硬件指的是联网模组（也称IoT模组、云模组），目前有包括Wi-Fi模组、蓝牙模组、Zigbee模组等多类模组方案，通过将这些模组嵌入到设备中，实现设备联网和二次开发。软件和云服务指的则是基于IoT云平台提供的PaaS、SaaS服务。\n从涂鸦智能赴美上市招股书中也可以看到，目前涂鸦智能主要业务包括四块：\n\nIoT PaaS。提供基于云、物联网、边缘计算等技术的解决方案，具体表现在硬件产品上，正是联网模组，通过嵌入联网模组实现设备联网，再将联网设备连接到涂鸦智能的IoT云平台上，最终实现传统产品到具有边缘计算、存储、联网能力的IoT产品的转换和设备的智能管理。\nIoT SaaS。为诸如酒店、地产等垂直行业提供行业SaaS。企业运用这些SaaS方案可以实现智能设备的管理和运维。\n智能设备分销。为品牌厂商和系统集成商提供部署了涂鸦智能IoT PaaS的OEM合作伙伴的智能设备。\n其他增值云服务。面向企业客户提供诸如人工智能虚拟助手、大数据分析等增值服务，面向涂鸦智能的设备用户提供诸如数据存储、消息推送、内容服务等。\n\n其中，IoT PaaS是涂鸦智能的核心业务，涂鸦智能目前大部分收入来自于IoT PaaS（注：2019年、2020年的收入占比分别为72.2%、84.3%）。截止2020年12月31日，涂鸦智能有3296个IoT PaaS客户，来自188个大客户的收入占到了87%的IoT PaaS收入。\n2019年，涂鸦智能营收达到1.06亿美元。\n五年时间里，涂鸦智能将营收从0做到了1亿美元，增速可观。\n然而，为设备嵌入联网模组、让设备能够上网这件事儿，中间的利害关系复杂，并没有想象的那么简单。\n就在涂鸦智能拉队伍创业时，远在北京的小米也开启了物联网项目。当时作为小米IoT项目负责人的高自光在与家电厂商沟通过程中发现：\n\n 大企业大多希望开发自有模组，而不是采用别人的标准（模组）。\n\n小米团队花了近一年时间和各大家电厂商商谈合作事宜无果后，最终不得不将自己的IoT模组应用到小米生态链企业产品中，智米的空气净化器成了小米首款IoT产品。\n要做IoT to B业务的涂鸦智能同样要面临这一问题。\n作为一家创业企业，即使团队有大厂背景，要从0开展To B业务，也难免碰壁。\n王学集此前在接受《温州商报》采访时曾表示，“我们花了一年半时间，让最初的100个客户认识“TUYA”，才有第一个客户选择了我们。”\n对此，陈燎罕也颇有感触：\n\n 一年半的时间才有第一个客户，我们当时也会对自己产生质疑：我们的方向是不是选错了，我们进入赛道是不是进早了……，会有非常多的思考，但最后我们还是坚持下来了。\n\n4、金主&拥趸：谁在重仓涂鸦？\n2020年，涂鸦智能营收增长了70%，达到1.8亿美元。\n然而，在这样漂亮的业绩下，潜藏的却是这一行业营收的困顿。\n据涂鸦智能招股书中数据显示，在2019年和2020年分别产生了7050万美元和6690万美元的净亏损，截止2020年12月31日，涂鸦智能累计亏损1.925亿美元。\n\n对此，涂鸦智能在招股书中提及的解决之道是：「加强平台建设」和「加大营销团队投入」。\n在如今创业环境下，多数创业企业开拓市场靠的并不是营收与投入的双向流转，而是需要借力资本的力量，被看好的涂鸦智能自然不缺金主和贵人。\n吴泳铭是涂鸦智能的第一位贵人。\n阿里成立之初有18位创始人，这18位创始人凑了50万作为启动资金并各占一部分股份，创立了如今风头无两的阿里巴巴。创业之初的18人既是创始人、也是阿里的早期合伙人，后来外界也给了一个颇有武侠气息的称号——阿里十八罗汉。\n吴泳铭正是这18人之一，在阿里历任集团搜索业务、广告业务和无线业务的负责人，当王学集走出阿里再次创业时，作为王学集当时的顶头上司，吴泳铭自掏腰包成了涂鸦智能的天使投资人。\n除吴泳铭外，涂鸦智能的天使投资人还有阿里第46号员工李治国，以及同为阿里前员工屈田创办的蝙蝠资本。正因如此，涂鸦智能一度被认为是阿里系企业。\n这样的创始团队、这样的天使投资，再加上选的又是一条被公认的潜力赛道，涂鸦智能自成立之初就注定会备受关注。\n在随后几年里，涂鸦智能又拿到了多轮巨额融资，可以说是一家被“富养”的企业。据公开资料显示，涂鸦智能在2015年9月、2017年10月、2018年7月分别又拿到了千万美元、1亿人民币、2亿美元三轮融资，资方包括NEA恩颐投资、东方富海、线性资本、宽带资本、Quadrille Capital、Future Fund、C.M.Capital等国内外知名投资机构。\n另外，在筹备上市时向美国证券交易委员会(SEC)提交的招股书中，涂鸦智能披露了更多关于资方的信息，包括：\n\n腾讯持有10.8%股份、为除恩颐投资外第二大机构投资方；\n\n仍在亏损是涂鸦智能的现状，不过IoT仍是一个在持续增长的赛道，一个极有潜力的赛道，一个有无限可能的赛道。\n这使得以“IoT云第一股”在美上市的涂鸦智能，在市场上扬时、在资本簇拥下，强势成为了一家估值百亿美元的独角兽企业。\n5、重估“IoT云”\n2021年2月2日晚，阿里发布2020年Q4财报，财报显示：2020年第四季度，阿里云单季度收入116.15亿元，经调整EBITA实现盈利2400万元。\n这是阿里云自成立十二年以来，首次实现单季度盈利。\n不过，考虑到阿里云的规模优势和国内云厂商的生存环境，国内云市场的竞争依然十分激烈。\n「得到」创始人罗振宇在某次活动上曾讲述过这样一个故事：\n\n 「得到APP」所有数据是放在云上的，云供应商选择的是国内第一大云供应商阿里云，每年「得到」交给阿里云的服务费用高达数千万。\n\n\n与此同时，罗振宇的邮箱中也收到过其他中小型云服务厂商“十几万的优惠券”……\n即便竞争如此激烈，依然不耽误资本对巨头之外的云服务厂商的看好。\n2020年1月20日，UCloud以中国云计算第一股登陆科创版，首日市值突破300亿元；\n2020年5月8日，金山云作为雷军的第四家上市企业，在美上市，首日市值突破47亿美元；\n2021年3月16日，青云以混合云第一股在科创板上市，首日市值突破40亿元；\n2021年3月18日，涂鸦智能以IoT云第一股在纽交所上市。\n从实际业务来看，无论是阿里、腾讯、华为等巨头厂商，还是UCloud、金山云、青云等第二梯队云厂商均有涉及“IoT云”业务。\n在这样的重重包围中，以“IoT云第一股”上市的涂鸦智能有机会成长为下一代“巨头”吗？","news_type":1,"symbols_score_info":{"TUYA":0.9}},"isVote":1,"tweetType":1,"viewCount":5337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322075418,"gmtCreate":1615762316634,"gmtModify":1704786098811,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322075418","repostId":"2119993427","repostType":4,"isVote":1,"tweetType":1,"viewCount":1817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328349000,"gmtCreate":1615501885300,"gmtModify":1704783658206,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328349000","repostId":"2118898380","repostType":4,"repost":{"id":"2118898380","kind":"news","pubTimestamp":1615476994,"share":"https://ttm.financial/m/news/2118898380?lang=en_US&edition=fundamental","pubTime":"2021-03-11 23:36","market":"us","language":"zh","title":"The stock price was cut in half, and the bubble of new cars burst?","url":"https://stock-news.laohu8.com/highlight/detail?id=2118898380","media":"36氪","summary":"随着3月8日小鹏汽车2020年财报的出炉，至此，蔚来、理想和小鹏三家在美股上市的造车新势力均已公布2020年成绩单。\n财报数据显示，2020年，蔚来营收162.58亿人民币，同比增长107.77%；理","content":"<p><img src=\"https://static.tigerbbs.com/b969a764d1d5371718197ffcfdb41f02\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\">With March 8<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>The release of the 2020 financial report, so far,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Three new car-making forces listed on the US stock market, Li Li and XPeng, have all announced their 2020 report cards.</p><p>According to the financial report data, in 2020, the revenue of Nio was 16.258 billion yuan, a year-on-year increase of 107.77%; Ideal achieved revenue of RMB9.461 billion, a year-on-year increase of 3231.33%; The revenue of XPeng was RMB 5.844 billion, up 151.79% year-on-year.</p><p>However, behind the bright financial report, although Nio, Ideal and XPeng have all achieved positive gross profit margins and bid farewell to the dilemma of \"selling one car and losing one car\", since February this year, the once rising stock price has fallen one after another.</p><p>According to the statistics of Future Auto Daily, as of the morning close of March 11th, the share prices of Nio, Ideal and XPeng were all halving. Among them, Nio shares are trading at $41.32, down 44.49% from its peak of $66.99;<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It closed at $23.34, down 51.06% from the highest point of $47.7; XPeng Motors shares are trading at $30.7, down 58.78% from their peak of $74.49.</p><p>Meanwhile, in the first two months of 2021, deliveries from all three companies also declined to some extent. Nio delivered 7,225 vehicles in January and 5,578 in February; XPeng delivered 6,015 vehicles in January and just 2,223 in February; Li Auto delivered 5,379 and 2,300 vehicles in two months, respectively.</p><p>Investment institutions with a keen sense of smell seem to have already sensed the chill of this pool of \"spring river water\".</p><p>In the fourth quarter of 2020, Hillhouse Capital liquidated all its holdings of about 2.41 million shares of NIO, 1.6 million shares of Ideal and about 900,000 shares of XPeng, staging a drama of \"capital withdrawal\". Intriguingly, after clearing three stocks, in February this year, Hillhouse Capital turned around and participated in<a href=\"https://laohu8.com/S/002594\">BYD</a>A new round of fixed increase.</p><p>Nowadays, under the coercion of half seawater and half flame in the capital market, new cars seem to have achieved remarkable results, but in fact, the test is still going on.</p><p><b>1</b></p><p><b>Make money in fancy ways, say goodbye to selling cars at a loss</b></p><p>In the financial reports of Nio, Ideal and XPeng, the most eye-catching achievement is that in fiscal year 2020, all of them achieved positive gross profit margins, which also means that the situation of \"selling cars and losing money\" has been reversed.</p><p><img src=\"https://static.tigerbbs.com/d030843f0e9c88125dcbdd04a10264e4\" tg-width=\"550\" tg-height=\"117\" referrerpolicy=\"no-referrer\">Future Automotive Daily Tabulation</p><p>Among them, the gross profit margin of Nio in 2020 was 11.52%; And Nio' fourth-quarter gross margin was higher than the full-year level at 17.2%. However, it is worth noting that \"selling points\" occupied a certain credit for the improvement of gross profit margin in Nio in the fourth quarter.</p><p>Qu Yu, vice president of finance of Nio, mentioned in the conference call that the gross profit of points sales in Nio in the fourth quarter was 120 million yuan, contributing 1.8% to the gross profit margin, which helped improve the comprehensive gross profit, and the points will continue to \"make blood\" for Nio.</p><p>Li Bin, founder, chairman and CEO of Nio, once revealed that Nio generated 200,000 points in 2020, which will be sold in 2021. Coupled with the current rising price of points, it means that you can also earn a considerable income by selling points.</p><p>In fact, it is not only Nio that makes money by points, but on the other side<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>He had already earned a lot of money. According to Tesla's financial report, in the past five years, Tesla has made a profit of more than $3.3 billion by selling carbon emission credits. Tesla's 2020 financial report shows that Tesla's carbon trading revenue reached US$1.58 billion in 2020, which became the biggest boost to support the company's performance and directly helped Tesla achieve its first annual profit.</p><p>In addition to Nio, Ideal, known for its \"cost control\", also achieved a positive gross profit margin in 2020, with its full-year corporate gross profit margin of 16.4% and its fourth-quarter gross profit margin of 17.5%. In addition, Li Auto Q4 net profit was 107.5 million yuan, and the company also achieved a positive quarterly profit for the first time.</p><p>Li Tie, CFO of Li Auto, revealed in the conference call that the positive gross profit in the fourth quarter was mainly due to the income generated from investment in short-term wealth management products. He expects gross profit to reach 19%-20% in 2021 as production ramps up, BOM costs fall, and manufacturing expenses fall.</p><p>Jia Xinguang, an auto industry analyst, told Future Auto Daily that for Ideal, which currently has only one model, it is easier to control production costs than Nio, which has three cars delivered.</p><p><img src=\"https://static.tigerbbs.com/e4b3fcd5962dcd614938bb6b8fcd5c56\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\">Credit: Official XPeng</p><p>XPeng Automobile, the last company to announce its financial report, had a gross profit margin of 4.6% in 2020 and 7.4% in the fourth quarter. Although the gross profit margin of XPeng is lower than that of Nio and Ideal, it also revealed positive signals.</p><p>Different from Nio selling points and ideal investment wealth management products to improve gross profit margin, XPeng promotes gross profit margin through the form of \"car + XPILOT\" assisted driving bundle.</p><p>In the fourth quarter of 2020, XPeng delivered 8,527 P7 units, up 37.3% from 6,210 units in the third quarter of 2020. At the same time, 95% of the XPeng P7 models delivered in the fourth quarter support XPILOT 2.5 or XPILOT 3.0, which is also more conducive to the growth of earnings.</p><p>XPeng has mentioned in its prospectus that its goal is to diversify its revenue streams and profit opportunities by providing software systems, hoping to<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The sales of software can improve gross profit margin. He Xiaopeng also pointed out in the financial report that in the future, a higher level of fees will be adopted for a higher level of XPILOT.</p><p><b>2</b></p><p><b>Losses continue, mixed feelings</b></p><p>Although the \"top three new cars\" have achieved a positive gross profit margin through various ways, it is still difficult to hide the loss status behind the scenery.</p><p>Judging from the net loss in 2020, among them, Nio lost 5.304 billion yuan, XPeng lost 2.732 billion yuan, and Ideal lost 152 million yuan.</p><p>In<a href=\"https://laohu8.com/S/601211\">Guotai Junan</a>According to Zhang Xin, chief automotive analyst, although car companies have achieved positive gross profit margins by selling points, controlling costs and even managing money, in the face of huge R&D, market operation and other expenditures, \"this method is still a mantis to block the car, and it can't be a long-term strategy for car companies\".</p><p>Jia Xinguang believes that if car companies want to make a profit, they must achieve economies of scale. \"It is difficult for the three new car-making forces to achieve profitability because of the insufficient sales scale. Only when the number goes up can the effect of positive gross profit margin be maximized, thus offsetting the expenditure and gathering sand into a tower.\"</p><p>according to<a href=\"https://laohu8.com/S/002736\">Guosen Securities</a>According to the published research report, in order to achieve profitability, the sales volume of Nio should reach 180,000 vehicles, the ideal should reach 60,000 vehicles, and the XPeng should reach 120,000 vehicles. Last year, sales of the three were 43,700, 32,600 and 27,000.</p><p>He Xiaopeng once said in an interview with the media, \"Although XPeng Automobile has made high investment in research and development, it can achieve breakeven by delivering 10,000 vehicles a month.\"</p><p><img src=\"https://static.tigerbbs.com/e836904dc43fb7dff0587ddf56e78912\" tg-width=\"550\" tg-height=\"385\" referrerpolicy=\"no-referrer\">Credit: Ideal Official</p><p>When the problem of profitability still exists, the doubt of capital bubble is rampant again, and the stock price of new forces is directly \"halved\".</p><p>In this regard,<a href=\"https://laohu8.com/S/000776\">GF Securities</a>Relevant investors told Future Auto Daily that in addition to the general environmental factors such as the overall correction of U.S. stocks, the decline of stock prices is determined by the overall valuation of the three companies and the liquidity of the whole market. \"The financial report reflects the overall performance of a company last year, and the stock price reflects the company's future expectations. From this point, it can be seen that the decline of the share prices of the three companies represents that their market performance last year is difficult to support the expectations of the capital market.\" The above-mentioned investors further explained.</p><p>At the same time, the transformation of traditional car companies has also made investors see another possibility. \"Investors are still loyal to listening to stories, and the better the story, the more willing investors are to pay for it,\" Zhang Xin told Future Auto Daily.</p>","source":"36k","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The stock price was cut in half, and the bubble of new cars burst?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nThe stock price was cut in half, and the bubble of new cars burst?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">36氪</strong><span class=\"h-time small\">2021-03-11 23:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/b969a764d1d5371718197ffcfdb41f02\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\">With March 8<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>The release of the 2020 financial report, so far,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Three new car-making forces listed on the US stock market, Li Li and XPeng, have all announced their 2020 report cards.</p><p>According to the financial report data, in 2020, the revenue of Nio was 16.258 billion yuan, a year-on-year increase of 107.77%; Ideal achieved revenue of RMB9.461 billion, a year-on-year increase of 3231.33%; The revenue of XPeng was RMB 5.844 billion, up 151.79% year-on-year.</p><p>However, behind the bright financial report, although Nio, Ideal and XPeng have all achieved positive gross profit margins and bid farewell to the dilemma of \"selling one car and losing one car\", since February this year, the once rising stock price has fallen one after another.</p><p>According to the statistics of Future Auto Daily, as of the morning close of March 11th, the share prices of Nio, Ideal and XPeng were all halving. Among them, Nio shares are trading at $41.32, down 44.49% from its peak of $66.99;<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It closed at $23.34, down 51.06% from the highest point of $47.7; XPeng Motors shares are trading at $30.7, down 58.78% from their peak of $74.49.</p><p>Meanwhile, in the first two months of 2021, deliveries from all three companies also declined to some extent. Nio delivered 7,225 vehicles in January and 5,578 in February; XPeng delivered 6,015 vehicles in January and just 2,223 in February; Li Auto delivered 5,379 and 2,300 vehicles in two months, respectively.</p><p>Investment institutions with a keen sense of smell seem to have already sensed the chill of this pool of \"spring river water\".</p><p>In the fourth quarter of 2020, Hillhouse Capital liquidated all its holdings of about 2.41 million shares of NIO, 1.6 million shares of Ideal and about 900,000 shares of XPeng, staging a drama of \"capital withdrawal\". Intriguingly, after clearing three stocks, in February this year, Hillhouse Capital turned around and participated in<a href=\"https://laohu8.com/S/002594\">BYD</a>A new round of fixed increase.</p><p>Nowadays, under the coercion of half seawater and half flame in the capital market, new cars seem to have achieved remarkable results, but in fact, the test is still going on.</p><p><b>1</b></p><p><b>Make money in fancy ways, say goodbye to selling cars at a loss</b></p><p>In the financial reports of Nio, Ideal and XPeng, the most eye-catching achievement is that in fiscal year 2020, all of them achieved positive gross profit margins, which also means that the situation of \"selling cars and losing money\" has been reversed.</p><p><img src=\"https://static.tigerbbs.com/d030843f0e9c88125dcbdd04a10264e4\" tg-width=\"550\" tg-height=\"117\" referrerpolicy=\"no-referrer\">Future Automotive Daily Tabulation</p><p>Among them, the gross profit margin of Nio in 2020 was 11.52%; And Nio' fourth-quarter gross margin was higher than the full-year level at 17.2%. However, it is worth noting that \"selling points\" occupied a certain credit for the improvement of gross profit margin in Nio in the fourth quarter.</p><p>Qu Yu, vice president of finance of Nio, mentioned in the conference call that the gross profit of points sales in Nio in the fourth quarter was 120 million yuan, contributing 1.8% to the gross profit margin, which helped improve the comprehensive gross profit, and the points will continue to \"make blood\" for Nio.</p><p>Li Bin, founder, chairman and CEO of Nio, once revealed that Nio generated 200,000 points in 2020, which will be sold in 2021. Coupled with the current rising price of points, it means that you can also earn a considerable income by selling points.</p><p>In fact, it is not only Nio that makes money by points, but on the other side<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>He had already earned a lot of money. According to Tesla's financial report, in the past five years, Tesla has made a profit of more than $3.3 billion by selling carbon emission credits. Tesla's 2020 financial report shows that Tesla's carbon trading revenue reached US$1.58 billion in 2020, which became the biggest boost to support the company's performance and directly helped Tesla achieve its first annual profit.</p><p>In addition to Nio, Ideal, known for its \"cost control\", also achieved a positive gross profit margin in 2020, with its full-year corporate gross profit margin of 16.4% and its fourth-quarter gross profit margin of 17.5%. In addition, Li Auto Q4 net profit was 107.5 million yuan, and the company also achieved a positive quarterly profit for the first time.</p><p>Li Tie, CFO of Li Auto, revealed in the conference call that the positive gross profit in the fourth quarter was mainly due to the income generated from investment in short-term wealth management products. He expects gross profit to reach 19%-20% in 2021 as production ramps up, BOM costs fall, and manufacturing expenses fall.</p><p>Jia Xinguang, an auto industry analyst, told Future Auto Daily that for Ideal, which currently has only one model, it is easier to control production costs than Nio, which has three cars delivered.</p><p><img src=\"https://static.tigerbbs.com/e4b3fcd5962dcd614938bb6b8fcd5c56\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\">Credit: Official XPeng</p><p>XPeng Automobile, the last company to announce its financial report, had a gross profit margin of 4.6% in 2020 and 7.4% in the fourth quarter. Although the gross profit margin of XPeng is lower than that of Nio and Ideal, it also revealed positive signals.</p><p>Different from Nio selling points and ideal investment wealth management products to improve gross profit margin, XPeng promotes gross profit margin through the form of \"car + XPILOT\" assisted driving bundle.</p><p>In the fourth quarter of 2020, XPeng delivered 8,527 P7 units, up 37.3% from 6,210 units in the third quarter of 2020. At the same time, 95% of the XPeng P7 models delivered in the fourth quarter support XPILOT 2.5 or XPILOT 3.0, which is also more conducive to the growth of earnings.</p><p>XPeng has mentioned in its prospectus that its goal is to diversify its revenue streams and profit opportunities by providing software systems, hoping to<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The sales of software can improve gross profit margin. He Xiaopeng also pointed out in the financial report that in the future, a higher level of fees will be adopted for a higher level of XPILOT.</p><p><b>2</b></p><p><b>Losses continue, mixed feelings</b></p><p>Although the \"top three new cars\" have achieved a positive gross profit margin through various ways, it is still difficult to hide the loss status behind the scenery.</p><p>Judging from the net loss in 2020, among them, Nio lost 5.304 billion yuan, XPeng lost 2.732 billion yuan, and Ideal lost 152 million yuan.</p><p>In<a href=\"https://laohu8.com/S/601211\">Guotai Junan</a>According to Zhang Xin, chief automotive analyst, although car companies have achieved positive gross profit margins by selling points, controlling costs and even managing money, in the face of huge R&D, market operation and other expenditures, \"this method is still a mantis to block the car, and it can't be a long-term strategy for car companies\".</p><p>Jia Xinguang believes that if car companies want to make a profit, they must achieve economies of scale. \"It is difficult for the three new car-making forces to achieve profitability because of the insufficient sales scale. Only when the number goes up can the effect of positive gross profit margin be maximized, thus offsetting the expenditure and gathering sand into a tower.\"</p><p>according to<a href=\"https://laohu8.com/S/002736\">Guosen Securities</a>According to the published research report, in order to achieve profitability, the sales volume of Nio should reach 180,000 vehicles, the ideal should reach 60,000 vehicles, and the XPeng should reach 120,000 vehicles. Last year, sales of the three were 43,700, 32,600 and 27,000.</p><p>He Xiaopeng once said in an interview with the media, \"Although XPeng Automobile has made high investment in research and development, it can achieve breakeven by delivering 10,000 vehicles a month.\"</p><p><img src=\"https://static.tigerbbs.com/e836904dc43fb7dff0587ddf56e78912\" tg-width=\"550\" tg-height=\"385\" referrerpolicy=\"no-referrer\">Credit: Ideal Official</p><p>When the problem of profitability still exists, the doubt of capital bubble is rampant again, and the stock price of new forces is directly \"halved\".</p><p>In this regard,<a href=\"https://laohu8.com/S/000776\">GF Securities</a>Relevant investors told Future Auto Daily that in addition to the general environmental factors such as the overall correction of U.S. stocks, the decline of stock prices is determined by the overall valuation of the three companies and the liquidity of the whole market. \"The financial report reflects the overall performance of a company last year, and the stock price reflects the company's future expectations. From this point, it can be seen that the decline of the share prices of the three companies represents that their market performance last year is difficult to support the expectations of the capital market.\" The above-mentioned investors further explained.</p><p>At the same time, the transformation of traditional car companies has also made investors see another possibility. \"Investors are still loyal to listening to stories, and the better the story, the more willing investors are to pay for it,\" Zhang Xin told Future Auto Daily.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-03-11/doc-ikknscsi1516048.shtml\">36氪</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b969a764d1d5371718197ffcfdb41f02","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏集团","LI":"理想汽车"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-03-11/doc-ikknscsi1516048.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118898380","content_text":"随着3月8日小鹏汽车2020年财报的出炉，至此，蔚来、理想和小鹏三家在美股上市的造车新势力均已公布2020年成绩单。\n财报数据显示，2020年，蔚来营收162.58亿人民币，同比增长107.77%；理想实现营收94.61亿人民币，同比增长3231.33%；小鹏营收58.44亿人民币，同比增长151.79%。\n不过在亮眼财报的背后，虽然蔚来、理想和小鹏均实现了毛利率转正，告别了“卖一辆亏一辆”的窘境，但是自今年2月份以来，曾经节节攀升的股价却接连下跌。\n根据未来汽车日报统计，截至3月11日上午收盘，蔚来、理想和小鹏的股价均呈腰斩之势。其中，蔚来的股价为41.32美元，较最高点66.99美元下跌44.49%；理想汽车报收于23.34美元，较最高点的47.7美元跌去51.06%；小鹏汽车股价30.7美元，较最高点的74.49美元下跌58.78%。\n与此同时，在2021年的前两个月，三家的交付量也都出现了一定程度的下滑。1月，蔚来交付量为7225辆，2月交付5578辆；小鹏汽车1月交付量为6015辆，2月交付量仅为2223辆；理想汽车两个月的交付量则分别为5379辆和2300辆。\n嗅觉敏锐的投资机构似乎早已感知到这池“春江水”的寒意。\n2020年第四季度，高瓴资本将其持有的约241万股蔚来股票、160万股理想股票和约90万股小鹏股票悉数清仓，上演了一出“资本撤离”的大戏。耐人寻味的是，在清仓三只股票后，今年2月，高瓴资本转身参与了比亚迪新一轮定增。\n如今在资本市场一半海水，一半火焰的裹挟下，新造车们看似成绩斐然，实际上考验仍在继续。\n1\n花式赚钱，告别亏本卖车\n在蔚来、理想和小鹏三家的财报中，最亮眼的成绩则是在2020财年，都实现了毛利率转正，这也意味着三者“卖车亏钱”的局面得到了扭转。\n未来汽车日报制表\n其中，蔚来2020年全年毛利率为11.52%；并且蔚来第四季度毛利率高于全年水平，为17.2%。但值得注意的是，蔚来第四季度毛利率的提升，“卖积分”占据着一定的功劳。\n蔚来财务副总裁曲玉在电话会议中提到，蔚来第四季度积分销售毛利为1.2亿元，对毛利率的贡献为1.8%，帮助改善了综合毛利，并且积分还会持续给蔚来“造血”。\n蔚来创始人、董事长兼CEO李斌曾透露，2020年蔚来产生的积分达20万个，将在2021年进行销售。加之当前的积分价格呈上升态势，意味着通过卖积分也能获得一笔可观的收入。\n事实上，靠积分赚钱的不止蔚来，另一边特斯拉早已赚得盆满钵满。根据特斯拉财报，近五年，靠出售碳排放额度，特斯拉获利超过33亿美元。特斯拉2020年财报显示，2020年特斯拉碳交易收入达到15.8亿美元，成为支撑公司业绩的最大助力，直接帮助特斯拉实现首次年度盈利。\n除了蔚来，以“成本控制”闻名的理想也在2020年实现毛利率转正，其全年公司毛利率为16.4%，第四季度毛利率为17.5%。此外，理想汽车Q4季度净利润为1.075亿元人民币，公司也首次实现季度利润为正。\n理想汽车CFO李铁在电话会议中透露，第四季度毛利转正主要得益于短期理财产品投资产生收益。他预计，2021年随着产量提升、BOM成本下降以及制造费用下降，毛利将达到19%-20%。\n汽车行业分析师贾新光向未来汽车日报分析称，对于目前旗下只有一款车型的理想来说，相较于有三款车在交付的蔚来，更容易控制生产成本。\n图片来源:小鹏官方\n最后一家公布财报的小鹏汽车，2020年毛利率为4.6%，第四季度毛利率为7.4%，虽然相较于蔚来和理想，小鹏的毛利率较低，但也对外透露出了积极的信号。\n与蔚来卖积分，理想投资理财产品提升毛利率不同，小鹏则是通过“车+XPILOT”辅助驾驶捆绑的形式，带动毛利率的提升。\n2020年第四季度，小鹏P7交付量达8527辆，较2020年第三季度6210辆增长了37.3%。与此同时，四季度已交付的小鹏P7中，95%的车型支持XPILOT 2.5或XPILOT 3.0，也更加有利于收益的增长。\n小鹏曾在招股书中提及，其目标是通过提供软件系统，使收入来源和盈利机会多样化，希望智能软件的销售能提高毛利率。何小鹏也在财报会指出，未来会针对于更高等级的XPILOT采取更高等级的收费。\n2\n亏损继续，喜忧参半\n“新造车三强”虽然通过各种方式实现了毛利率转正，但风光背后，依旧难掩亏损现状。\n从2020年净亏损情况来看，其中，蔚来亏损53.04亿元，小鹏亏损27.32亿元，理想则亏损1.52亿元。\n在国泰君安首席汽车分析师张欣看来，车企虽然通过卖积分、控制成本甚至理财等方法实现了毛利率转正，但在庞大的研发、市场运营等支出面前，“这种方法依然是螳臂挡车，并不能成为车企的长久之策”。\n贾新光认为，车企想要盈利，就必须实现规模效益。“三家造车新势力难以实现盈利是因为销量规模不足，只有当数量上去之后，毛利率转正的效应才能发挥到最大化，从而抵消支出，聚沙成塔。”\n根据国信证券发布的研报，要想实现盈利，蔚来的销量规模要达到18万辆，理想应达到6万辆，小鹏要达到12万辆。而去年，三者的销量则为4.37万辆、3.26万辆和2.7万辆。\n何小鹏曾在接受媒体采访时表示，“小鹏汽车虽然在研发上进行高投入，但月交付1万辆车可以实现盈亏平衡。”\n图片来源：理想官方\n当盈利的难题依然存在，资本泡沫的质疑也再次甚嚣尘上，新势力也出现股价直接“腰斩”的情况。\n对此，广发证券相关投资人士对未来汽车日报表示，除了美股整体回调等大环境因素之外，股价的下跌是由三家公司的整体估值和整个市场流动性决定的。“财报反映的是一家公司去年整体一年的表现，股价则体现的是公司未来的预期，从这点可以看出，三家公司股价下跌代表着其去年的市场表现难以支撑资本市场的预期。”上述投资人士进一步解释道。\n与此同时，传统车企们的转型发车，也让投资人们看到另一种可能。“股民们依然乐忠于听故事，且这个故事越美好，股民就越愿意为其买单。”张欣对未来汽车日报表示。","news_type":1,"symbols_score_info":{"XPEV":0.9,"NIO":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":1345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328340694,"gmtCreate":1615501838818,"gmtModify":1704783657554,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328340694","repostId":"1163010883","repostType":4,"repost":{"id":"1163010883","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1615483695,"share":"https://ttm.financial/m/news/1163010883?lang=en_US&edition=fundamental","pubTime":"2021-03-12 01:28","market":"us","language":"zh","title":"Coupang, the \"Amazon of Korea,\" is here! Surged 84% on the first day","url":"https://stock-news.laohu8.com/highlight/detail?id=1163010883","media":"老虎资讯综合","summary":"韩国电商巨头Coupang今日正式在纽约证券交易所挂牌交易，上市首日大涨84%。Coupang预计，到2024年，网购消费将从2019年的2600美元增加到4300美元。2020年，Coupang的净收入总额大幅增长。而在2020年，Coupang的净收入总额接近1200万美元，几乎在一年内翻倍。Coupang的净收入仍为负数。好消息是，Coupang一直在减少亏损。如果Coupang继续保持这一趋势，投资者将有望在未来几年看到利润。这可能使Coupang股票成为一个长期的机会。Coupang计划通过发展平台和产品来改善财务状况。","content":"<p>South Korean e-commerce giant Coupang officially listed on the New York Stock Exchange today, surging 84% on its first day of trading.</p><p><img src=\"https://static.tigerbbs.com/349ea3151aa479cbf7ebe46af4c5b237\" tg-width=\"828\" tg-height=\"1792\"></p><p>SoftBank began investing in the e-commerce company in 2015, with an initial investment of $1 billion. In November 2018, it increased its investment by another $2 billion, causing its valuation to skyrocket from $5 billion to $9 billion, earning it the nickname \"South Korea's version.\"<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>。 According to the prospectus, after the listing, SoftBank's subsidiary SVF Investments (UK) Limited will hold 33.1% of the company's shares. Based on a valuation of $58.3 billion, this portion of the equity is worth approximately $19.2 billion.</p><p><img src=\"https://static.tigerbbs.com/ddc62aed46961bd66b5dcb8b5d930a16\" tg-width=\"688\" tg-height=\"440\" referrerpolicy=\"no-referrer\"><b>Coupang Market Overview</b></p><p><b>South Korea is the fourth largest economy in Asia and the 12th largest economy in the world, with a GDP of $1.6 trillion. However, although Coupang is South Korea's largest product-based e-commerce platform, its share of retail, grocery, consumer food services, and travel spending remains small.</b></p><p><b>According to Coupang's prospectus, this market totaled $470 billion in 2019 and is expected to reach $534 billion by 2024. In 2019, e-commerce accounted for $128 billion of the total, and is expected to reach $206 billion by 2024, representing a compound annual growth rate of approximately 10%. Coupang predicts that by 2024, online shopping spending will increase from $2,600 in 2019 to $4,300.</b></p><p><b>Due to the COVID-19 pandemic in 2020, coupled with the accelerated application of new technologies in South Korea, Coupang experienced significant growth, as can be seen from the company's financial situation.</b></p><p><b>Coupang Financial Data</b></p><p><b>On the one hand, the company's revenue continues to grow. In 2020, Coupang's total net income grew significantly. In 2018, the company's revenue was $4 million. In 2019, this figure increased to approximately $6.3 million, a 60% increase. In 2020, Coupang's total net income approached $12 million, almost doubling in a year.</b></p><p><b>On the other hand, the company has not yet made a profit. Coupang's net income remains negative. The good news is that Coupang has been reducing its losses. In 2018, Coupang's net loss was close to $1.1 billion. In 2019, the company successfully reduced it to below $700 million. In 2020, the company reported a net loss of $475 million.</b></p><p><img src=\"https://static.tigerbbs.com/b3ba7cd01c6a99392b59738f35e7c466\" tg-width=\"688\" tg-height=\"398\" referrerpolicy=\"no-referrer\"><b>If Coupang continues this trend, investors can expect to see profits in the coming years. This could make Coupang stock a long-term opportunity. Coupang plans to improve its financial situation by developing platforms and products. As a rapidly growing company, we are optimistic about its future growth prospects, and the investment opportunities extend beyond the IPO. Coupang stock will have a great chance of success. Continuing to monitor...</b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coupang, the \"Amazon of Korea,\" is here! Surged 84% on the first day</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nCoupang, the \"Amazon of Korea,\" is here! Surged 84% on the first day\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-12 01:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>South Korean e-commerce giant Coupang officially listed on the New York Stock Exchange today, surging 84% on its first day of trading.</p><p><img src=\"https://static.tigerbbs.com/349ea3151aa479cbf7ebe46af4c5b237\" tg-width=\"828\" tg-height=\"1792\"></p><p>SoftBank began investing in the e-commerce company in 2015, with an initial investment of $1 billion. In November 2018, it increased its investment by another $2 billion, causing its valuation to skyrocket from $5 billion to $9 billion, earning it the nickname \"South Korea's version.\"<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>。 According to the prospectus, after the listing, SoftBank's subsidiary SVF Investments (UK) Limited will hold 33.1% of the company's shares. Based on a valuation of $58.3 billion, this portion of the equity is worth approximately $19.2 billion.</p><p><img src=\"https://static.tigerbbs.com/ddc62aed46961bd66b5dcb8b5d930a16\" tg-width=\"688\" tg-height=\"440\" referrerpolicy=\"no-referrer\"><b>Coupang Market Overview</b></p><p><b>South Korea is the fourth largest economy in Asia and the 12th largest economy in the world, with a GDP of $1.6 trillion. However, although Coupang is South Korea's largest product-based e-commerce platform, its share of retail, grocery, consumer food services, and travel spending remains small.</b></p><p><b>According to Coupang's prospectus, this market totaled $470 billion in 2019 and is expected to reach $534 billion by 2024. In 2019, e-commerce accounted for $128 billion of the total, and is expected to reach $206 billion by 2024, representing a compound annual growth rate of approximately 10%. Coupang predicts that by 2024, online shopping spending will increase from $2,600 in 2019 to $4,300.</b></p><p><b>Due to the COVID-19 pandemic in 2020, coupled with the accelerated application of new technologies in South Korea, Coupang experienced significant growth, as can be seen from the company's financial situation.</b></p><p><b>Coupang Financial Data</b></p><p><b>On the one hand, the company's revenue continues to grow. In 2020, Coupang's total net income grew significantly. In 2018, the company's revenue was $4 million. In 2019, this figure increased to approximately $6.3 million, a 60% increase. In 2020, Coupang's total net income approached $12 million, almost doubling in a year.</b></p><p><b>On the other hand, the company has not yet made a profit. Coupang's net income remains negative. The good news is that Coupang has been reducing its losses. In 2018, Coupang's net loss was close to $1.1 billion. In 2019, the company successfully reduced it to below $700 million. In 2020, the company reported a net loss of $475 million.</b></p><p><img src=\"https://static.tigerbbs.com/b3ba7cd01c6a99392b59738f35e7c466\" tg-width=\"688\" tg-height=\"398\" referrerpolicy=\"no-referrer\"><b>If Coupang continues this trend, investors can expect to see profits in the coming years. This could make Coupang stock a long-term opportunity. Coupang plans to improve its financial situation by developing platforms and products. As a rapidly growing company, we are optimistic about its future growth prospects, and the investment opportunities extend beyond the IPO. Coupang stock will have a great chance of success. Continuing to monitor...</b></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2e7baf4791880ec622a52ef407c55afe","relate_stocks":{"CPNG":"Coupang, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163010883","content_text":"韩国电商巨头Coupang今日正式在纽约证券交易所挂牌交易，上市首日大涨84%。软银从2015年起开始向这家电商公司投资，当时投资了10亿美元，2018年11月再加码投资20亿美元，这使得其估值从50亿美元一下子飙升到90亿美元，一度被称为韩国版亚马逊。招股书显示，上市后，软银旗下SVF Investments (UK) Limited将持有该公司33.1%的股权。按583亿美元的估值计算，这部分股权市值约为192亿美元。Coupang 市场概况韩国是亚洲第四大经济体，全球第12大经济体，GDP为1.6万亿美元。然而，尽管Coupang是韩国最大的产品类电商平台，但它在零售、食品杂货、消费者餐饮服务和旅游支出中所占比例仍然很小。根据Coupang的招股说明书，2019年这一市场总额为4700亿美元，预计到2024年将达到5340亿美元。其中，2019年电商在总额中的占比为1280亿美元，预计到2024年将达到2060亿美元，大约10%的复合年增长率。Coupang预计，到2024年，网购消费将从2019年的2600美元增加到4300美元。由于2020年的新冠疫情，加上韩国在新技术上的运用加速，Coupang增长显著，我们可以从公司的财务状况上看到。Coupang 财务数据一方面，公司的收入不断增长。2020年，Coupang的净收入总额大幅增长。2018年，该公司的收入为400万美元。2019年，这一数字增至约630万美元，增长了60%。而在2020年，Coupang的净收入总额接近1200万美元，几乎在一年内翻倍。但另一方面，该公司还没有盈利。Coupang的净收入仍为负数。好消息是，Coupang一直在减少亏损。2018年，Coupang的净亏损接近11亿美元。2019年，该公司成功将其削减至7亿美元以下。2020年，净亏损为4.75亿美元。如果Coupang继续保持这一趋势，投资者将有望在未来几年看到利润。这可能使Coupang股票成为一个长期的机会。Coupang计划通过发展平台和产品来改善财务状况。作为一家强劲成长的企业，我们看好它未来的增长前景，投资的机会不止于IPO。Coupang股票将有很大的成功机会。持续关注中......","news_type":1,"symbols_score_info":{"CPNG":0.9}},"isVote":1,"tweetType":1,"viewCount":1860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":340214501,"gmtCreate":1617416757703,"gmtModify":1704699527156,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/340214501","repostId":"1111944043","repostType":4,"repost":{"id":"1111944043","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1617374206,"share":"https://ttm.financial/m/news/1111944043?lang=en_US&edition=fundamental","pubTime":"2021-04-02 22:36","market":"us","language":"zh","title":"Nio: The first ET7 production line body officially rolled off the production line.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111944043","media":"老虎资讯综合","summary":"配备激光雷达，续航超过1000km的蔚来ET7在NIO Day发布后，便吸引了众多目光关注。就在昨日，ET7的首台生产线车身，已经在蔚来合肥先进制造基地正式下线。生产线车身是指车身结构件及覆盖件焊接总","content":"<p>Equipped with LiDAR and boasting a range of over 1,000 km, the NIO ET7 attracted considerable attention after its release at NIO Day.</p><p>Just yesterday, the first production line body of the ET7 officially rolled off the production line at the Hefei Advanced Manufacturing Base in Nio. The production line body refers to the welding assembly of the body structural components and cover parts. This is a very important part of the ET7 verification process (Confirmation Build). It can fully identify and solve problems with the body during the manufacturing stage, which will play a positive role in the continuous advancement of ET7 production in the future.</p><p>Meanwhile, a brand-new welding production line specially built for the ET7 at the Hefei Advanced Manufacturing Base will also be officially put into use.</p><p><img src=\"https://static.tigerbbs.com/4a2a759fc9f97a8c5bca7f8bd58a25be\" tg-width=\"864\" tg-height=\"837\" referrerpolicy=\"no-referrer\"></p><p>In addition, Nio released its first-quarter delivery data yesterday, showing that Nio delivered a total of 20,060 units in the first quarter of 2021, exceeding 20,000 units for the first time in a single quarter. In March, 7,257 units were delivered, a year-on-year increase of 373.4%, setting a new record for monthly deliveries.</p><p><img src=\"https://static.tigerbbs.com/08086c64422723bd1eac0b8dd4ac90a0\" tg-width=\"412\" tg-height=\"748\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio: The first ET7 production line body officially rolled off the production line.</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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio: The first ET7 production line body officially rolled off the production line.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-04-02 22:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Equipped with LiDAR and boasting a range of over 1,000 km, the NIO ET7 attracted considerable attention after its release at NIO Day.</p><p>Just yesterday, the first production line body of the ET7 officially rolled off the production line at the Hefei Advanced Manufacturing Base in Nio. The production line body refers to the welding assembly of the body structural components and cover parts. This is a very important part of the ET7 verification process (Confirmation Build). It can fully identify and solve problems with the body during the manufacturing stage, which will play a positive role in the continuous advancement of ET7 production in the future.</p><p>Meanwhile, a brand-new welding production line specially built for the ET7 at the Hefei Advanced Manufacturing Base will also be officially put into use.</p><p><img src=\"https://static.tigerbbs.com/4a2a759fc9f97a8c5bca7f8bd58a25be\" tg-width=\"864\" tg-height=\"837\" referrerpolicy=\"no-referrer\"></p><p>In addition, Nio released its first-quarter delivery data yesterday, showing that Nio delivered a total of 20,060 units in the first quarter of 2021, exceeding 20,000 units for the first time in a single quarter. In March, 7,257 units were delivered, a year-on-year increase of 373.4%, setting a new record for monthly deliveries.</p><p><img src=\"https://static.tigerbbs.com/08086c64422723bd1eac0b8dd4ac90a0\" tg-width=\"412\" tg-height=\"748\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aeb06dc1c36261473ead8873ac0bf768","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111944043","content_text":"配备激光雷达，续航超过1000km的蔚来ET7在NIO Day发布后，便吸引了众多目光关注。就在昨日，ET7的首台生产线车身，已经在蔚来合肥先进制造基地正式下线。生产线车身是指车身结构件及覆盖件焊接总成，这是ET7在验证生产制造流程（Confirmation Build）过程中非常重要的一环，可以充分识别并解决车身在制造阶段的问题，对未来ET7生产的持续推进有着积极的作用。同时，合肥先进制造基地为ET7专门打造的全新焊装生产线也将正式投入使用。此外，蔚来昨日公布了一季度交付数据，数据显示蔚来2021年第一季度累计交付20,060台，单季交付首次突破两万台，3月交付7,257台，同比增长373.4%，再创单月交付数新高。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":6722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340046780,"gmtCreate":1617325731040,"gmtModify":1704698773563,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/340046780","repostId":"1185840581","repostType":4,"isVote":1,"tweetType":1,"viewCount":6789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340815958,"gmtCreate":1617371028274,"gmtModify":1704699261744,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"title":"","htmlText":"?//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","listText":"?//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","text":"?//@EstherPang: Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/340815958","repostId":"2123781802","repostType":4,"repost":{"id":"2123781802","kind":"news","pubTimestamp":1617268992,"share":"https://ttm.financial/m/news/2123781802?lang=en_US&edition=fundamental","pubTime":"2021-04-01 17:23","market":"us","language":"en","title":"5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick","url":"https://stock-news.laohu8.com/highlight/detail?id=2123781802","media":"Zacks","summary":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering in","content":"<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.</p>\n<p>IoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.</p>\n<p>IoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.</p>\n<p>Rapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.</p>\n<p>Moreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.</p>\n<p>Proliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.</p>\n<p>Notably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.</p>\n<h3>New Normal Trends Aid IoT Growth Avenues</h3>\n<p>The growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.</p>\n<p>Moreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.</p>\n<p>Further, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.</p>\n<p>Despite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of <b><a href=\"https://laohu8.com/S/EFFE\">Global X</a> Internet of Things ETF</b> (SNSR), which has gained 80.4% in the past year compared with the <b>SPDR S&amp;P 500 ETF Trust</b>'s (SPY) growth of 7.8%.</p>\n<p>Per a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.</p>\n<p>Here we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&amp;P 500 composite in the past year.</p>\n<h3>Past Year Price Performance</h3>\n<p><img src=\"https://static.tigerbbs.com/431c5cb0a5d51feafc57d1b6ae3549bf\" tg-width=\"620\" tg-height=\"324\" referrerpolicy=\"no-referrer\"><b>NXP Semiconductors N.V.</b> NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.</p>\n<p>The company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.</p>\n<p>The company, currently sporting a Zacks Rank #1 (Strong Buy), acquired <b>Marvell</b>’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see <b>the complete list of today’s Zacks #1 Rank stocks here</b>.</p>\n<p>The company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.</p>\n<p><b>Rockwell Automation</b> ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.</p>\n<p>The company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.</p>\n<p>Markedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.</p>\n<p>Moreover, the company’s alliance with <b>PTC</b> PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.</p>\n<p>Also, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.</p>\n<p><b>Qorvo </b>QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.</p>\n<p>In the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.</p>\n<p>The company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.</p>\n<p>The new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.</p>\n<p>The Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.</p>\n<p><b>Skyworks Solutions</b> SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.</p>\n<p>In fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.</p>\n<p>Further, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.</p>\n<p>The company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.</p>\n<p>The Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.</p>\n<p><b>Arrow Electronics</b> ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.</p>\n<p>Arrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.</p>\n<p>The company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.</p>\n<p>The Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-01 17:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85ada12395dec31463865034e7cef52c","relate_stocks":{"ROK":"罗克韦尔自动化","NXPI":"恩智浦","ARW":"艾睿","SWKS":"思佳讯","QRVO":"Qorvo, Inc."},"source_url":"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123781802","content_text":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.\nIoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.\nIoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.\nRapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.\nMoreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.\nProliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.\nNotably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.\nNew Normal Trends Aid IoT Growth Avenues\nThe growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.\nMoreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.\nFurther, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.\nDespite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of Global X Internet of Things ETF (SNSR), which has gained 80.4% in the past year compared with the SPDR S&P 500 ETF Trust's (SPY) growth of 7.8%.\nPer a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.\nHere we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&P 500 composite in the past year.\nPast Year Price Performance\nNXP Semiconductors N.V. NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.\nThe company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.\nThe company, currently sporting a Zacks Rank #1 (Strong Buy), acquired Marvell’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see the complete list of today’s Zacks #1 Rank stocks here.\nThe company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.\nRockwell Automation ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.\nThe company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.\nMarkedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.\nMoreover, the company’s alliance with PTC PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.\nAlso, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.\nQorvo QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.\nIn the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.\nThe company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.\nThe new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.\nThe Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.\nSkyworks Solutions SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.\nIn fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.\nFurther, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.\nThe company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.\nThe Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.\nArrow Electronics ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.\nArrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.\nThe company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.\nThe Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.","news_type":1,"symbols_score_info":{"NXPI":0.9,"QRVO":0.9,"SWKS":0.9,"ROK":0.9,"ARW":0.9}},"isVote":1,"tweetType":1,"viewCount":5597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353149740,"gmtCreate":1616473639280,"gmtModify":1704794551928,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/353149740","repostId":"2121091121","repostType":4,"isVote":1,"tweetType":1,"viewCount":5643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340076919,"gmtCreate":1617326249131,"gmtModify":1704698785202,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"title":"","htmlText":"//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","listText":"//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","text":"//@EstherPang: Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340076919","repostId":"2123781802","repostType":4,"repost":{"id":"2123781802","kind":"news","pubTimestamp":1617268992,"share":"https://ttm.financial/m/news/2123781802?lang=en_US&edition=fundamental","pubTime":"2021-04-01 17:23","market":"us","language":"en","title":"5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick","url":"https://stock-news.laohu8.com/highlight/detail?id=2123781802","media":"Zacks","summary":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering in","content":"<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.</p>\n<p>IoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.</p>\n<p>IoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.</p>\n<p>Rapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.</p>\n<p>Moreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.</p>\n<p>Proliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.</p>\n<p>Notably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.</p>\n<h3>New Normal Trends Aid IoT Growth Avenues</h3>\n<p>The growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.</p>\n<p>Moreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.</p>\n<p>Further, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.</p>\n<p>Despite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of <b><a href=\"https://laohu8.com/S/EFFE\">Global X</a> Internet of Things ETF</b> (SNSR), which has gained 80.4% in the past year compared with the <b>SPDR S&amp;P 500 ETF Trust</b>'s (SPY) growth of 7.8%.</p>\n<p>Per a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.</p>\n<p>Here we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&amp;P 500 composite in the past year.</p>\n<h3>Past Year Price Performance</h3>\n<p><img src=\"https://static.tigerbbs.com/431c5cb0a5d51feafc57d1b6ae3549bf\" tg-width=\"620\" tg-height=\"324\" referrerpolicy=\"no-referrer\"><b>NXP Semiconductors N.V.</b> NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.</p>\n<p>The company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.</p>\n<p>The company, currently sporting a Zacks Rank #1 (Strong Buy), acquired <b>Marvell</b>’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see <b>the complete list of today’s Zacks #1 Rank stocks here</b>.</p>\n<p>The company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.</p>\n<p><b>Rockwell Automation</b> ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.</p>\n<p>The company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.</p>\n<p>Markedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.</p>\n<p>Moreover, the company’s alliance with <b>PTC</b> PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.</p>\n<p>Also, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.</p>\n<p><b>Qorvo </b>QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.</p>\n<p>In the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.</p>\n<p>The company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.</p>\n<p>The new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.</p>\n<p>The Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.</p>\n<p><b>Skyworks Solutions</b> SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.</p>\n<p>In fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.</p>\n<p>Further, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.</p>\n<p>The company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.</p>\n<p>The Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.</p>\n<p><b>Arrow Electronics</b> ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.</p>\n<p>Arrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.</p>\n<p>The company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.</p>\n<p>The Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-01 17:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85ada12395dec31463865034e7cef52c","relate_stocks":{"ROK":"罗克韦尔自动化","NXPI":"恩智浦","ARW":"艾睿","SWKS":"思佳讯","QRVO":"Qorvo, Inc."},"source_url":"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123781802","content_text":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.\nIoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.\nIoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.\nRapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.\nMoreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.\nProliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.\nNotably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.\nNew Normal Trends Aid IoT Growth Avenues\nThe growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.\nMoreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.\nFurther, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.\nDespite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of Global X Internet of Things ETF (SNSR), which has gained 80.4% in the past year compared with the SPDR S&P 500 ETF Trust's (SPY) growth of 7.8%.\nPer a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.\nHere we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&P 500 composite in the past year.\nPast Year Price Performance\nNXP Semiconductors N.V. NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.\nThe company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.\nThe company, currently sporting a Zacks Rank #1 (Strong Buy), acquired Marvell’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see the complete list of today’s Zacks #1 Rank stocks here.\nThe company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.\nRockwell Automation ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.\nThe company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.\nMarkedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.\nMoreover, the company’s alliance with PTC PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.\nAlso, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.\nQorvo QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.\nIn the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.\nThe company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.\nThe new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.\nThe Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.\nSkyworks Solutions SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.\nIn fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.\nFurther, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.\nThe company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.\nThe Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.\nArrow Electronics ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.\nArrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.\nThe company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.\nThe Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.","news_type":1,"symbols_score_info":{"NXPI":0.9,"QRVO":0.9,"SWKS":0.9,"ROK":0.9,"ARW":0.9}},"isVote":1,"tweetType":1,"viewCount":4257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350718473,"gmtCreate":1616289047992,"gmtModify":1704792611425,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350718473","repostId":"2121456431","repostType":4,"isVote":1,"tweetType":1,"viewCount":4874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350694092,"gmtCreate":1616198873116,"gmtModify":1704792061016,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350694092","repostId":"1179982677","repostType":4,"repost":{"id":"1179982677","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616162111,"share":"https://ttm.financial/m/news/1179982677?lang=en_US&edition=fundamental","pubTime":"2021-03-19 21:55","market":"us","language":"zh","title":"The Dow Jones Industrial Average's decline widened to 1%, with the financial sector dragging down the index.","url":"https://stock-news.laohu8.com/highlight/detail?id=1179982677","media":"老虎资讯综合","summary":"3月19日，道指跌幅扩大至1%，金融板块拖累指数下行，耐克跌近4%领跌成分股。","content":"<p>On March 19, the Dow Jones Industrial Average's decline widened to 1%, with the financial sector dragging down the index.<a href=\"https://laohu8.com/S/NKE\">Nike</a>It fell nearly 4%, leading the decline among its constituent stocks.</p><p><img src=\"https://static.tigerbbs.com/31ea201ad00386f0697a3586205daa51\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Dow Jones Industrial Average's decline widened to 1%, with the financial sector dragging down the index.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nThe Dow Jones Industrial Average's decline widened to 1%, with the financial sector dragging down the index.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-19 21:55</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On March 19, the Dow Jones Industrial Average's decline widened to 1%, with the financial sector dragging down the index.<a href=\"https://laohu8.com/S/NKE\">Nike</a>It fell nearly 4%, leading the decline among its constituent stocks.</p><p><img src=\"https://static.tigerbbs.com/31ea201ad00386f0697a3586205daa51\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179982677","content_text":"3月19日，道指跌幅扩大至1%，金融板块拖累指数下行，耐克跌近4%领跌成分股。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359324319,"gmtCreate":1616365984531,"gmtModify":1704793051692,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359324319","repostId":"2120549145","repostType":4,"repost":{"id":"2120549145","kind":"news","pubTimestamp":1616299535,"share":"https://ttm.financial/m/news/2120549145?lang=en_US&edition=fundamental","pubTime":"2021-03-21 12:05","market":"fut","language":"zh","title":"The surge in US Treasury Bond yields is intensifying; will the Federal Reserve \"give in\"?","url":"https://stock-news.laohu8.com/highlight/detail?id=2120549145","media":"FX168","summary":"英国媒体周六报道称，美联储正陷入与市场的“摊牌”中。英国《金融时报》称，尽管鲍威尔对美国国债的收益率采取了放任不管的方法，但与他在欧元区的同行相比，投资者仍在质疑美联储可以允许这种利率运行多长时间。美国国债被抛售反映出通胀和增长预期大幅提升，经济学家怀疑美联储最终将被迫提出首次加息。","content":"<p>British media reported on Saturday (March 20) that the Federal Reserve is locked in a \"showdown\" with the market.</p><p>This week, Federal Reserve Chairman Jerome Powell acknowledged the rapidly developing economic outlook and the possibility of further inflation, while emphasizing his commitment to keeping interest rates at their lowest levels for the foreseeable future.</p><p>However, this lax attitude towards inflation is eroding the price of long-term U.S. government bonds, causing ripples in global markets. The Financial Times reports that despite Powell's laissez-faire approach to U.S. Treasury Bond yields, investors are still questioning how long the Federal Reserve can allow such rates to run compared to his Eurozone counterparts.</p><p>\"What matters is not the level of yield, but how it interacts with risky assets,\" said Gene Tannuzzo, global head of fixed income at Columbia Threadneedle Investments. \"If yields rise at a rate that causes the stock market to fall and credit spreads to widen, then Powell will be even more worried.\"</p><p>Over the past week, the benchmark 10-year U.S. Treasury Bond yield has jumped to 1.75%, compared to around 1.6% a few days ago. The Bloomberg Barclays index shows that U.S. Treasury Bond prices of 10 years or longer have fallen by nearly 15% since the beginning of the year. If these losses continue, the first quarter of this year will be the worst sell-off in U.S. Treasury Bond since at least the early 1970s.</p><p>The sell-off in U.S. Treasury Bond reflects a significant increase in inflation and growth expectations, and economists suspect that the Federal Reserve will eventually be forced to deliver its first rate hike.</p><p>The European Central Bank, concerned that borrowing costs for companies and individuals could increase harmfully, has taken measures to counter rising Treasury Bond yields. In contrast, the Federal Reserve chair showed no signs of unease, a stark contrast to the situation in March 2020, when policymakers agreed with banks and other market participants on the chaotic market trends.</p><p>The sell-off quickly began to spread to the stock and credit markets, which angered investors. Following a poor performance at Treasury Bond auctions in February, Treasury Bond yields even exceeded some of the highest expectations for the year, triggering volatile trading.</p><p>Powell on Wednesday again dismissed concerns about recent volatility in the $2.1 billion U.S. government bond market, reiterating that financial conditions remain “highly accommodative” across various indicators, and that the central bank is only concerned about “disorderly” moves that could undermine the money market’s support for economic recovery. To illustrate this point, he stated that he had no intention of adjusting the Federal Reserve's $120 billion monthly bond purchase program.</p><p>\"The market may force them to change their behavior, but Federal Reserve policymakers have made it clear that they do not want to directly participate in behaviors that affect the yield curve,\" said Rish Bhandari, senior portfolio manager at a hedge fund.</p><p>Mike Collins, senior portfolio manager at PGIM Fixed Income, warned that another sharp rise in U.S. Treasury Bond yields could test their stance.</p><p>He said, \"Financial conditions are indeed still very accommodative, but if interest rates rise by another 0.5 to 1 percentage point, it will indeed slow down.\" The rebound in stock and credit markets may also be severe enough to prompt the Federal Reserve to intervene verbally or even to purchase more long-term debt.</p>","source":"fxdaily_fut","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>The surge in US Treasury Bond yields is intensifying; will the Federal Reserve \"give in\"?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nThe surge in US Treasury Bond yields is intensifying; will the Federal Reserve \"give in\"?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">FX168</strong><span class=\"h-time small\">2021-03-21 12:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>British media reported on Saturday (March 20) that the Federal Reserve is locked in a \"showdown\" with the market.</p><p>This week, Federal Reserve Chairman Jerome Powell acknowledged the rapidly developing economic outlook and the possibility of further inflation, while emphasizing his commitment to keeping interest rates at their lowest levels for the foreseeable future.</p><p>However, this lax attitude towards inflation is eroding the price of long-term U.S. government bonds, causing ripples in global markets. The Financial Times reports that despite Powell's laissez-faire approach to U.S. Treasury Bond yields, investors are still questioning how long the Federal Reserve can allow such rates to run compared to his Eurozone counterparts.</p><p>\"What matters is not the level of yield, but how it interacts with risky assets,\" said Gene Tannuzzo, global head of fixed income at Columbia Threadneedle Investments. \"If yields rise at a rate that causes the stock market to fall and credit spreads to widen, then Powell will be even more worried.\"</p><p>Over the past week, the benchmark 10-year U.S. Treasury Bond yield has jumped to 1.75%, compared to around 1.6% a few days ago. The Bloomberg Barclays index shows that U.S. Treasury Bond prices of 10 years or longer have fallen by nearly 15% since the beginning of the year. If these losses continue, the first quarter of this year will be the worst sell-off in U.S. Treasury Bond since at least the early 1970s.</p><p>The sell-off in U.S. Treasury Bond reflects a significant increase in inflation and growth expectations, and economists suspect that the Federal Reserve will eventually be forced to deliver its first rate hike.</p><p>The European Central Bank, concerned that borrowing costs for companies and individuals could increase harmfully, has taken measures to counter rising Treasury Bond yields. In contrast, the Federal Reserve chair showed no signs of unease, a stark contrast to the situation in March 2020, when policymakers agreed with banks and other market participants on the chaotic market trends.</p><p>The sell-off quickly began to spread to the stock and credit markets, which angered investors. Following a poor performance at Treasury Bond auctions in February, Treasury Bond yields even exceeded some of the highest expectations for the year, triggering volatile trading.</p><p>Powell on Wednesday again dismissed concerns about recent volatility in the $2.1 billion U.S. government bond market, reiterating that financial conditions remain “highly accommodative” across various indicators, and that the central bank is only concerned about “disorderly” moves that could undermine the money market’s support for economic recovery. To illustrate this point, he stated that he had no intention of adjusting the Federal Reserve's $120 billion monthly bond purchase program.</p><p>\"The market may force them to change their behavior, but Federal Reserve policymakers have made it clear that they do not want to directly participate in behaviors that affect the yield curve,\" said Rish Bhandari, senior portfolio manager at a hedge fund.</p><p>Mike Collins, senior portfolio manager at PGIM Fixed Income, warned that another sharp rise in U.S. Treasury Bond yields could test their stance.</p><p>He said, \"Financial conditions are indeed still very accommodative, but if interest rates rise by another 0.5 to 1 percentage point, it will indeed slow down.\" The rebound in stock and credit markets may also be severe enough to prompt the Federal Reserve to intervene verbally or even to purchase more long-term debt.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://news.fx168.com/bank/fed/2103/4838373.shtml\">FX168</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a56aa88d539d7b65b8089a421c05150c","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时",".SPX":"S&P 500 Index","IEF":"债券指数ETF-iShares Barclays 7-10年","SHY":"债券指数ETF-iShares Barclays 1-3年国债","TQQQ":"纳指三倍做多ETF","TLT":"20+年以上美国国债ETF-iShares","PSQ":"做空纳斯达克100指数ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","GOVT":"iShares安硕核心美国国债ETF","DOG":"道指ETF-ProShares做空","OEF":"标普100指数ETF-iShares","QID":"两倍做空纳斯达克指数ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","IEI":"iShares Barclays 3-7 Year Trea","SH":"做空标普500-Proshares","OEX":"标普100","UPRO":"三倍做多标普500ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","DJX":"1/100道琼斯","QQQ":"纳指100ETF","IVV":"标普500ETF-iShares","BND":"债券指数ETF-Vanguard美国","SQQQ":"纳指三倍做空ETF","SPXU":"三倍做空标普500ETF-ProShares",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","DDM":"2倍做多道指ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","SPY":"标普500ETF"},"source_url":"https://news.fx168.com/bank/fed/2103/4838373.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2120549145","content_text":"英国媒体周六（3月20日）报道称，美联储正陷入与市场的“摊牌”中。\n本周，美联储主席鲍威尔承认迅速发展的经济前景以及通货膨胀率进一步攀升的可能，同时强调了他在可预见的未来将利率保持在最低水平的承诺。\n但是，这种对通货膨胀的宽松态度正在侵蚀美国长期政府债券的价格，在全球市场上引发了涟漪。英国《金融时报》称，尽管鲍威尔对美国国债的收益率采取了放任不管的方法，但与他在欧元区的同行相比，投资者仍在质疑美联储可以允许这种利率运行多长时间。\nColumbia Threadneedle Investments全球固定收益负责人Gene Tannuzzo表示：“重要的不是收益率水平，而是其与风险资产之间的相互作用方式。” “如果收益率以导致股市下跌和信贷息差扩大的速度上升，那么鲍威尔将更加担忧。”\n在过去的一周中，基准十年期美国国债收益率跳升至1.75％，几天前约为1.6％。彭博巴克莱（Bloomberg Barclays）指数显示，自今年年初以来，10年或更长期的美国国债价格下跌了近15％。如果这些损失持续下去，那么今年第一季度将是至少自1970年代初以来美国国债遭遇最严重的一次抛售。\n美国国债被抛售反映出通胀和增长预期大幅提升，经济学家怀疑美联储最终将被迫提出首次加息。\n欧洲央行担心公司和个人的借贷成本可能会有害地增加，因此采取措施以抵制其国债收益率的上涨。相比之下，美联储主席表现得并未有任何不安，这与2020年3月的情形形成鲜明对比，当时决策者就混乱的市场走势与银行和其他市场参与者保持一致。\n抛售的迅速开始蔓延到股票和信贷市场，这激怒了投资者。2月份美国国债拍卖表现不佳之后，国债收益率甚至突破了今年最高的一些预期，引发了波动性交易。\n鲍威尔周三再次驳回了应该对21亿美元美国政府债券市场的近期波动担忧的疑虑，重申各种指标的财务状况仍然“高度宽松”，而央行只会担心可能破坏货币市场支持经济复苏的“无序”举动。为说明这一点，他表示无意调整美联储每月1200亿美元的债券购买计划。\n对冲基金高级投资组合经理Rish Bhandari表示：“市场可能会迫使他们改变其行为，但目前美联储决策者明确表示，他们不希望直接参与对收益率曲线产生影响的行为。”\nPGIM固定收益部高级投资组合经理Mike Collins警告说，美国国债收益率的再次大幅上升可能会考验他们的立场。\n他说：“金融状况确实仍然很宽松，但是如果利率再上升0.5至1个百分点，那的确会放慢脚步。”股票和信贷市场的反弹可能也足够严重，以至于促使美联储进行口头干预，甚至转向购买更多长期债务的措施。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SH":0.9,"IEI":0.9,"SHY":0.9,".IXIC":0.9,"QQQ":0.9,"QID":0.9,"SDS":0.9,"TLT":0.9,"OEX":0.9,"ZBmain":0.9,"SPY":0.9,"MNQmain":0.9,"GOVT":0.9,"DDM":0.9,"DJX":0.9,"TNmain":0.9,".SPX":0.9,"OEF":0.9,"BND":0.9,"IEF":0.9,"TQQQ":0.9,"UDOW":0.9,"SSO":0.9,"SQQQ":0.9,"QLD":0.9,".DJI":0.9,"IVV":0.9,"UPRO":0.9,"SPXU":0.9,"UBmain":0.9,"NQmain":0.9,"ZFmain":0.9,"ESmain":0.9,"SDOW":0.9,"PSQ":0.9,"ZTmain":0.9,"DOG":0.9,"DXD":0.9}},"isVote":1,"tweetType":1,"viewCount":5231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327598577,"gmtCreate":1616107710699,"gmtModify":1704790975314,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"title":"","htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327598577","repostId":"1175135367","repostType":4,"repost":{"id":"1175135367","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616084705,"share":"https://ttm.financial/m/news/1175135367?lang=en_US&edition=fundamental","pubTime":"2021-03-19 00:25","market":"us","language":"zh","title":"IoT cloud platform Tuya Smart listed on the New York Stock Exchange, opening more than 28% higher on its first listing.","url":"https://stock-news.laohu8.com/highlight/detail?id=1175135367","media":"老虎资讯综合","summary":"3月18日，IoT云平台涂鸦智能正式在纽交所挂牌上市，开盘涨超28%，报27美元，市值151.1亿美元。老虎证券为本次涂鸦智能承销团队中唯一的互联网投行，贡献共计18.5亿美元订单，认购客户近5.8万","content":"<p>On March 18, Tuya Smart, an IoT cloud platform, officially listed on the New York Stock Exchange, opening up more than 28% at $27, with a market capitalization of $15.11 billion. Tiger Brokers was the only internet investment bank in the Tuya Smart Underwriting team, contributing a total of US$1.85 billion in orders to nearly 58,000 subscribers, highlighting its strong order subscription capabilities. In terms of order proportion, retail orders still account for a significant proportion, demonstrating the high level of attention and acceptance of new economy enterprises by Tiger platform users.</p><p><img src=\"https://static.tigerbbs.com/1a278534bdfeba8a543409acadb2ec91\" tg-width=\"1080\" tg-height=\"2249\"></p><p><img src=\"https://static.tigerbbs.com/1ac508d9d4a0611a79fca73710fa19a1\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"></p><p>TUYA Smart's IPO price is set at $21, above the guidance range ($17-$20), with the ticker symbol \"TUYA\". In this IPO, Tuya Smart will issue 43.59 million ADSs (American Depositary Shares), which is expected to raise $915 million.</p><p><b>Is Tuya Smart breaking through the encirclement of giants?</b></p><p>With internet giants such as Alibaba, JD.com, and Baidu successively returning to Hong Kong for secondary listings, and with numerous technology companies listing on the Science and Technology Innovation Board and the ChiNext board in China, Chinese companies listing in the United States has once again seen a surge in popularity.</p><p>According to incomplete statistics, 13 domestic companies, including Ronglian Cloud and Wuxing Technology, went public in the United States in the first two months of 2021.</p><p>As a unicorn company favored by many capitalists in the booming Internet of Things (IoT) sector, Tuya Smart also went public in the United States today.</p><p>The New York Stock Exchange bells ring, and the wealth-creating myth continues...</p><p>At this time, many people also want to see if a \"new giant\" can emerge in the trillion-dollar IoT sector.</p><p><b>1、</b><b><b>Graffiti Smart's Coming-of-Age Ceremony</b></b></p><p>On the evening of March 18, Tuya Smart's executives, investors, partners, and even the mayor of Hangzhou personally went to the Hangzhou Huanglong Hotel to witness the cloud bell-ringing ceremony for Tuya Smart's listing in the United States.</p><p><img src=\"https://static.tigerbbs.com/b5ed48ea6a3e3cf8f3367f617e10ec4c\" tg-width=\"740\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p>Before ringing the bell, Chen Liaohan, founder and president of Tuya Smart, and Liu Yao, senior vice president and CFO of Tuya Smart, gave media interviews, revealing Tuya Smart's thoughts and plans in this IPO process.</p><p>Q:<b>The return of Chinese concept stocks is a current trend. Why did Tuya choose to list in the US?</b></p><p>Liu Yao: Our choice of US stocks was mainly based on two considerations:</p><p><ul><li>First, Tuya is a global company. We support brands, factories, distributors and operators all over the world. Listing on the US stock market takes into account our customer base.</p><p></li><li>Secondly, we are a cloud vendor with a large number of mature investors in the US stock market who focus on investing in technology-related cloud companies. They have a deep understanding of cloud companies.</p><p></li></ul>Q:<b>What concept is used when introducing graffiti to US stock investors?</b></p><p>Liu Yao: Investors believe that Tuya is an infrastructure cloud company, and we provide basic services such as water and electricity to the entire IoT industry.</p><p>Q:<b>The prospectus shows that we have been operating at a loss for the past two years. What improvement measures will we take in the future?</b></p><p>Liu Yao: Historically, it is quite common for technology companies to suffer losses before or in the early stages of listing. This is because we need to invest a lot in research and development to develop truly high-value products, especially since we are new to this field. Therefore, it takes a relatively long time to explore the accumulation of products, but our losses are actually narrowing rapidly.</p><p>After going public, we will continue to invest heavily in research and development, make good products, and provide the best service to our customers. At the same time, we will also manage our cash flow in a more disciplined manner. Therefore, I think the losses are very likely to continue, but will gradually narrow.</p><p>Q:<b>Tuya currently derives a significant portion of its revenue from overseas; how does it plan to develop its business in China in the future?</b></p><p>Chen Liaohan: In the early days, especially from 2015 to 2016, we found that intelligent technology began to penetrate overseas on a large scale. So at that time, our market was focused on overseas, starting from North America and then expanding to Europe, Southeast Asia, Australia, and Japan, following this development trajectory.</p><p>Starting in 2017, we discovered that China's IoT market was taking off, so we established a dedicated team to manage the entire Chinese market.</p><p>We have seen that the Chinese market is actually a market with great potential. So although our overseas investment accounts for a higher proportion today, we have found that the Chinese market has great development potential. We will also provide intelligent service capabilities for Chinese manufacturing brands and spend a lot of resources to cultivate the Chinese market.</p><p>Q:<b>What is the significance of intelligentization at the current stage for the manufacturing industry?</b></p><p>Chen Liaohan: Taking the lighting industry as an example, an ordinary ball cannon lamp currently costs $0.40. Once it is intelligent, its price will quickly increase to more than $2. So, in fact, intelligent technology has increased the output value of the entire industry by more than 10 times. This is the charm that intelligent technology brings to this industry.</p><p><b>2、</b><b><b>Alibaba Yuanyuan: Acquired, Starting a Business Again</b></b></p><p>When talking about Tuya Smart, one cannot help but mention Alibaba, an internet giant headquartered in Hangzhou.</p><p>In 2009, Alibaba restructured its organization and established Alibaba Cloud. Jack Ma said at the time that \"Alibaba Cloud will be Alibaba's next decade\" and brought in Dr. Wang Jian, then CTO of Alibaba, to personally lead the team. At that time, Alibaba Cloud also welcomed its first general manager, nicknamed Yu Ling.</p><p>Yu Ling's real name is Wang Xueji. It is rumored that he is a top student. Before joining Alibaba, he founded the PHPWind forum with his classmates and friends in 2003 during his university years.</p><p>PHPWind is an open-source community system whose main business is to help moderators and website owners create their own forums. Back then, there was another mainstream open-source community system in China, Discuz. These two systems witnessed the rise and awakening of the Internet in China and also built the fascinating BBS era.</p><p>During the forum war at the time, Tencent acquired Discuz in 2010 and integrated it with QQ accounts. One QQ account could log in to major forums, and a large number of QQ users flocked to these forums. Alibaba acquired PHPWind two years earlier than Tencent in 2008. Wang Xueji and his team joined Alibaba and became Alibaba Cloud's first business team with PHPWind the following year.</p><p>On September 19, 2014, Alibaba was listed on the New York Stock Exchange; That year, Alibaba Cloud's users covered 200 countries around the world; In the same year, Wang Xueji left Alibaba to start another business, founding Tuya Smart.</p><p><img src=\"https://static.tigerbbs.com/4d32c71c334938c21381fd7521ecfbda\" tg-width=\"645\" tg-height=\"302\" referrerpolicy=\"no-referrer\"></p><p>At that time, Chen Liaohan, Lin Yaona, Zhou Ruixin, and other original team members who joined Alibaba from PHPWind also left to start their own businesses.</p><p><b>3、</b><b><b>Graffiti Story: It took a year and a half to get our first customer.</b></b></p><p>In 2014, the concept of the Internet of Things was still on the eve of its rapid development in China, but it had already taken shape and become popular abroad.</p><p>For this reason,<b>At its inception, Tuya Smart focused its business on overseas markets.</b></p><p>In response, Chen Liaohan also gave a detailed introduction to the founding team's understanding of the IoT market at the beginning of their business:</p><p>In 2015, consumers in overseas markets, especially in North America, had a higher awareness and acceptance of smart products than in China. We will do business wherever our customers are.</p><p>As early as 2014, smart speakers such as Amazon's Alexa and Google's Google Home had already appeared in North America. These products fueled consumers' enthusiasm for buying smart devices because after purchasing voice speakers, users hoped to have a large number of devices in their homes connected to them for better interaction and experience. This was an opportunity that Tuya saw. Tuya played a role in helping overseas brands connect to different brands of voice speakers, which is why Tuya has developed rapidly overseas in recent years.</p><p>At that time, what kind of product did Tuya Smart want to make?</p><p><b>Initially, we just wanted to tentatively create some innovative products using smart technology. This product could be a third device besides computers and mobile phones, or it could be a platform.</b>This was Wang Xueji's initial idea for founding Tuya Smart.</p><p>The intelligent technologies mentioned here are actually technologies that teams in cloud computing, big data, and the Internet of Things have accumulated over a long period of time. Using these technologies, Tuya Smart tested the waters in 2015 and created its first product, Airtake.</p><p>Airtake is not a piece of hardware, but a \"camera App that integrates cloud services\". This product was mainly designed to solve the cloud storage problem of mobile phone and camera photos at the time. Tuya Smart subsequently launched an \"SD card with embedded WiFi function\" to work with Airtake, which allows photos taken with traditional cameras or mobile phones to be automatically uploaded to the cloud album, while only compressed images are retained locally (occupying 1/6 of the space of the original image).</p><p><img src=\"https://static.tigerbbs.com/5cff693416a4d203aa1bbabf17865ddf\" tg-width=\"740\" tg-height=\"263\" referrerpolicy=\"no-referrer\"></p><p>Airtake is one of the earliest software programs to utilize cloud technology to solve everyday practicality problems. Although it ultimately failed to become the third most popular device among users after computers and mobile phones, it clearly demonstrated...<b>Tuya Smart's basic business model is hardware + software + cloud services.</b></p><p>In Tuya Smart's business model, hardware refers to networking modules (also known as IoT modules or cloud modules). Currently, there are various module solutions including Wi-Fi modules, Bluetooth modules, and Zigbee modules. By embedding these modules into the device, device networking and secondary development can be achieved. Software and cloud services refer to PaaS and SaaS services provided based on IoT cloud platforms.</p><p>As can be seen from Tuya Smart's prospectus for its US IPO, Tuya Smart's main businesses currently include four areas:</p><p><ul><li><b>IoT PaaS.</b>It provides solutions based on technologies such as cloud, IoT, and edge computing, which are specifically manifested in hardware products, namely networking modules. By embedding networking modules, devices are connected to the IoT cloud platform of Tuya Intelligent, ultimately realizing the conversion of traditional products into IoT products with edge computing, storage, and networking capabilities, as well as intelligent management of devices.</p><p></li><li><b>IoT SaaS.</b>Provides industry SaaS for vertical industries such as hotels, real estate, etc. Enterprises can use these SaaS solutions to manage and maintain smart devices.</p><p></li><li><b>Smart device distribution.</b>Provide brands and system integrators with smart devices from OEM partners that have deployed Tuya Smart IoT PaaS.</p><p></li><li><b>Other value-added cloud services.</b>It provides value-added services such as artificial intelligence virtual assistants and big data analytics to enterprise customers, and provides services such as data storage, message push, and content services to device users of Tuya Intelligence.</p><p></li></ul>Among them, IoT PaaS is Tuya Smart's core business. Currently, most of Tuya Smart's revenue comes from IoT PaaS (Note: the revenue share in 2019 and 2020 was 72.2% and 84.3%, respectively). As of December 31, 2020, Tuya Smart had 3,296 IoT PaaS customers, with revenue from 188 major customers accounting for 87% of its IoT PaaS revenue.</p><p>In 2019, Tuya Smart's revenue reached $106 million.</p><p>In five years, Tuya Smart has grown its revenue from zero to $100 million, a remarkable growth rate.</p><p>However, embedding networking modules into devices to enable them to access the internet involves complex stakes and is not as simple as it seems.</p><p>Just as Tuya Smart was starting its own business, Xiaomi, located in Beijing, also launched its Internet of Things project. Gao Ziguang, who was in charge of Xiaomi's IoT project at the time, discovered during his communication with home appliance manufacturers:</p><p>Most large enterprises want to develop their own modules instead of adopting other people's standards (modules). After spending nearly a year negotiating cooperation with major home appliance manufacturers without success, the Xiaomi team finally had to apply its IoT modules to Xiaomi's ecosystem company products. Zhimi's air purifier became Xiaomi's first IoT product.</p><p>Tuya Smart, which wants to do IoT to B business, also faces this problem.</p><p>As a startup, even if the team has a background in a large company, it is inevitable To encounter setbacks when starting a B2B business from scratch.</p><p>Wang Xueji previously stated in an interview with Wenzhou Business Daily, \"<b>It took us a year and a half to get the first 100 customers to know \"TUYA\" before the first customer chose us.</b>”</p><p>Chen Liaohan also had some feelings about this:</p><p>It took us a year and a half to get our first client, and we would question ourselves: had we chosen the wrong direction? Had we entered the market too early? We had a lot to think about, but in the end we persevered.<b>4、</b><b><b>Donors & Supporters: Who is heavily investing in graffiti?</b></b></p><p>In 2020, Tuya Smart's revenue increased by 70% to $180 million.</p><p>However,<b>Beneath such impressive performance lies the industry's revenue difficulties.</b></p><p>According to data from Tuya Smart's prospectus, it incurred net losses of US$70.5 million and US$66.9 million in 2019 and 2020, respectively. As of December 31, 2020, Tuya Smart's cumulative losses were US$192.5 million.</p><p><img src=\"https://static.tigerbbs.com/d41d65d6a764b1607ffa2053461a6c8a\" tg-width=\"740\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p><p>In this regard,<b>The solutions mentioned by Tuya Smart in its prospectus are: \"strengthening platform construction\" and \"increasing investment in the marketing team\".</b>。</p><p>In today's entrepreneurial environment, most startups do not rely on the two-way flow of revenue and investment to expand their market, but rather on the power of capital. Tuya Smart, which is favored, naturally has no shortage of investors and benefactors.</p><p>Wu Yongming was the first benefactor of Tuya Smart.</p><p>Alibaba had 18 founders when it was first established. These 18 founders raised 500,000 yuan as start-up capital and each held a portion of the shares, thus creating the now-famous Alibaba. The 18 people who started the business were both the founders and early partners of Alibaba. Later, the outside world gave them a title with a martial arts feel - the Eighteen Arhats of Alibaba.</p><p>Wu Yongming is one of these 18 people. He served as the head of the group's search business, advertising business and wireless business at Alibaba. When Wang Xueji left Alibaba to start another business, as Wang Xueji's direct superior at the time, Wu Yongming personally became an angel investor in Tuya Smart.</p><p>Besides Wu Yongming, Tuya Smart's angel investors include Li Zhiguo, Alibaba's 46th employee, and Bat Capital, founded by Qu Tian, another former Alibaba employee. For this reason, Tuya Smart was once considered an Alibaba-affiliated company.</p><p>With such a founding team, such angel investment, and choosing a recognized promising track, Tuya Smart was destined to attract much attention from its inception.</p><p>In the following years, Tuya Smart secured multiple rounds of huge financing, making it a company that was \"nurtured lavishly\". According to publicly available information, Tuya Smart secured three rounds of financing: US$10 million, RMB100 million, and US$200 million in September 2015, October 2017, and July 2018, respectively. Investors included NEA Enyi Investment, Oriental Fortune, Linear Capital, Broadband Capital, Quadrille Capital, Future Fund, and CM. Capital and other well-known domestic and international investment institutions.</p><p>In addition, in its prospectus filed with the U.S. Securities and Exchange Commission (SEC) in preparation for its IPO, Tuya Smart disclosed more information about its investors, including:</p><p><b>Tencent holds 10.8% of the shares, making it the second largest institutional investor after Enyi Investment;</b>Tuya Smart is still operating at a loss, but IoT is still a growing track, a track with great potential, and a track with infinite possibilities.</p><p>This enabled Tuya Smart, which was listed in the US as the \"first IoT cloud stock,\" to strongly become a unicorn company valued at tens of billions of dollars when the market was rising and surrounded by capital.</p><p><b>5、</b><b><b>Reassessing the \"IoT Cloud\"</b></b></p><p>On the evening of February 2, 2021, Alibaba released its Q4 2020 financial report. The report showed that in the fourth quarter of 2020, Alibaba Cloud's quarterly revenue was RMB 11.615 billion, and its adjusted EBITA achieved a profit of RMB 24 million.</p><p>This marks the first time Alibaba Cloud has achieved profitability in a single quarter since its founding twelve years ago.</p><p>However, considering Alibaba Cloud's scale advantage and the survival environment for domestic cloud vendors, competition in the domestic cloud market remains fierce.</p><p>Luo Zhenyu, the founder of \"Get\", once told the following story at an event:</p><p>All data on the \"Get APP\" is stored in the cloud. The cloud provider chosen is Alibaba Cloud, the largest cloud provider in China. Every year, \"Get\" pays tens of millions of yuan in service fees to Alibaba Cloud.<img src=\"https://static.tigerbbs.com/590da46a087ceed178517103fe6d74b2\" tg-width=\"740\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p><p>At the same time, Luo Zhenyu also received \"coupons worth tens of thousands\" from other small and medium-sized cloud service providers in his email...</p><p>Even with such fierce competition, it does not diminish capital's optimism about cloud service providers other than the giants.</p><p>On January 20, 2020, UCloud was listed on the Science and Technology Innovation Board as the first cloud computing company in China, with its market capitalization exceeding 30 billion yuan on its first day.</p><p>On May 8, 2020, Kingsoft Cloud, as Lei Jun's fourth listed company, went public in the United States, with its market capitalization exceeding $4.7 billion on its first day.</p><p>On March 16, 2021, Qingyun was listed on the Science and Technology Innovation Board as the first hybrid cloud stock, with its market capitalization exceeding 4 billion yuan on its first day.</p><p>On March 18, 2021, Tuya Smart was listed on the New York Stock Exchange as the first IoT cloud company.</p><p>In terms of actual business, both giant manufacturers such as Alibaba, Tencent, and Huawei, as well as second-tier cloud vendors such as UCloud, Kingsoft Cloud, and Qingyun, are involved in \"IoT cloud\" business.</p><p>Amidst such heavy encirclement, does Tuya Smart, listed as the \"first IoT cloud stock,\" have the opportunity to grow into the next generation of \"giants\"?</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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: 12.5px; color: #7E829C; margin: 0;}\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\">\nIoT cloud platform Tuya Smart listed on the New York Stock Exchange, opening more than 28% higher on its first listing.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-19 00:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On March 18, Tuya Smart, an IoT cloud platform, officially listed on the New York Stock Exchange, opening up more than 28% at $27, with a market capitalization of $15.11 billion. Tiger Brokers was the only internet investment bank in the Tuya Smart Underwriting team, contributing a total of US$1.85 billion in orders to nearly 58,000 subscribers, highlighting its strong order subscription capabilities. In terms of order proportion, retail orders still account for a significant proportion, demonstrating the high level of attention and acceptance of new economy enterprises by Tiger platform users.</p><p><img src=\"https://static.tigerbbs.com/1a278534bdfeba8a543409acadb2ec91\" tg-width=\"1080\" tg-height=\"2249\"></p><p><img src=\"https://static.tigerbbs.com/1ac508d9d4a0611a79fca73710fa19a1\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"></p><p>TUYA Smart's IPO price is set at $21, above the guidance range ($17-$20), with the ticker symbol \"TUYA\". In this IPO, Tuya Smart will issue 43.59 million ADSs (American Depositary Shares), which is expected to raise $915 million.</p><p><b>Is Tuya Smart breaking through the encirclement of giants?</b></p><p>With internet giants such as Alibaba, JD.com, and Baidu successively returning to Hong Kong for secondary listings, and with numerous technology companies listing on the Science and Technology Innovation Board and the ChiNext board in China, Chinese companies listing in the United States has once again seen a surge in popularity.</p><p>According to incomplete statistics, 13 domestic companies, including Ronglian Cloud and Wuxing Technology, went public in the United States in the first two months of 2021.</p><p>As a unicorn company favored by many capitalists in the booming Internet of Things (IoT) sector, Tuya Smart also went public in the United States today.</p><p>The New York Stock Exchange bells ring, and the wealth-creating myth continues...</p><p>At this time, many people also want to see if a \"new giant\" can emerge in the trillion-dollar IoT sector.</p><p><b>1、</b><b><b>Graffiti Smart's Coming-of-Age Ceremony</b></b></p><p>On the evening of March 18, Tuya Smart's executives, investors, partners, and even the mayor of Hangzhou personally went to the Hangzhou Huanglong Hotel to witness the cloud bell-ringing ceremony for Tuya Smart's listing in the United States.</p><p><img src=\"https://static.tigerbbs.com/b5ed48ea6a3e3cf8f3367f617e10ec4c\" tg-width=\"740\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p>Before ringing the bell, Chen Liaohan, founder and president of Tuya Smart, and Liu Yao, senior vice president and CFO of Tuya Smart, gave media interviews, revealing Tuya Smart's thoughts and plans in this IPO process.</p><p>Q:<b>The return of Chinese concept stocks is a current trend. Why did Tuya choose to list in the US?</b></p><p>Liu Yao: Our choice of US stocks was mainly based on two considerations:</p><p><ul><li>First, Tuya is a global company. We support brands, factories, distributors and operators all over the world. Listing on the US stock market takes into account our customer base.</p><p></li><li>Secondly, we are a cloud vendor with a large number of mature investors in the US stock market who focus on investing in technology-related cloud companies. They have a deep understanding of cloud companies.</p><p></li></ul>Q:<b>What concept is used when introducing graffiti to US stock investors?</b></p><p>Liu Yao: Investors believe that Tuya is an infrastructure cloud company, and we provide basic services such as water and electricity to the entire IoT industry.</p><p>Q:<b>The prospectus shows that we have been operating at a loss for the past two years. What improvement measures will we take in the future?</b></p><p>Liu Yao: Historically, it is quite common for technology companies to suffer losses before or in the early stages of listing. This is because we need to invest a lot in research and development to develop truly high-value products, especially since we are new to this field. Therefore, it takes a relatively long time to explore the accumulation of products, but our losses are actually narrowing rapidly.</p><p>After going public, we will continue to invest heavily in research and development, make good products, and provide the best service to our customers. At the same time, we will also manage our cash flow in a more disciplined manner. Therefore, I think the losses are very likely to continue, but will gradually narrow.</p><p>Q:<b>Tuya currently derives a significant portion of its revenue from overseas; how does it plan to develop its business in China in the future?</b></p><p>Chen Liaohan: In the early days, especially from 2015 to 2016, we found that intelligent technology began to penetrate overseas on a large scale. So at that time, our market was focused on overseas, starting from North America and then expanding to Europe, Southeast Asia, Australia, and Japan, following this development trajectory.</p><p>Starting in 2017, we discovered that China's IoT market was taking off, so we established a dedicated team to manage the entire Chinese market.</p><p>We have seen that the Chinese market is actually a market with great potential. So although our overseas investment accounts for a higher proportion today, we have found that the Chinese market has great development potential. We will also provide intelligent service capabilities for Chinese manufacturing brands and spend a lot of resources to cultivate the Chinese market.</p><p>Q:<b>What is the significance of intelligentization at the current stage for the manufacturing industry?</b></p><p>Chen Liaohan: Taking the lighting industry as an example, an ordinary ball cannon lamp currently costs $0.40. Once it is intelligent, its price will quickly increase to more than $2. So, in fact, intelligent technology has increased the output value of the entire industry by more than 10 times. This is the charm that intelligent technology brings to this industry.</p><p><b>2、</b><b><b>Alibaba Yuanyuan: Acquired, Starting a Business Again</b></b></p><p>When talking about Tuya Smart, one cannot help but mention Alibaba, an internet giant headquartered in Hangzhou.</p><p>In 2009, Alibaba restructured its organization and established Alibaba Cloud. Jack Ma said at the time that \"Alibaba Cloud will be Alibaba's next decade\" and brought in Dr. Wang Jian, then CTO of Alibaba, to personally lead the team. At that time, Alibaba Cloud also welcomed its first general manager, nicknamed Yu Ling.</p><p>Yu Ling's real name is Wang Xueji. It is rumored that he is a top student. Before joining Alibaba, he founded the PHPWind forum with his classmates and friends in 2003 during his university years.</p><p>PHPWind is an open-source community system whose main business is to help moderators and website owners create their own forums. Back then, there was another mainstream open-source community system in China, Discuz. These two systems witnessed the rise and awakening of the Internet in China and also built the fascinating BBS era.</p><p>During the forum war at the time, Tencent acquired Discuz in 2010 and integrated it with QQ accounts. One QQ account could log in to major forums, and a large number of QQ users flocked to these forums. Alibaba acquired PHPWind two years earlier than Tencent in 2008. Wang Xueji and his team joined Alibaba and became Alibaba Cloud's first business team with PHPWind the following year.</p><p>On September 19, 2014, Alibaba was listed on the New York Stock Exchange; That year, Alibaba Cloud's users covered 200 countries around the world; In the same year, Wang Xueji left Alibaba to start another business, founding Tuya Smart.</p><p><img src=\"https://static.tigerbbs.com/4d32c71c334938c21381fd7521ecfbda\" tg-width=\"645\" tg-height=\"302\" referrerpolicy=\"no-referrer\"></p><p>At that time, Chen Liaohan, Lin Yaona, Zhou Ruixin, and other original team members who joined Alibaba from PHPWind also left to start their own businesses.</p><p><b>3、</b><b><b>Graffiti Story: It took a year and a half to get our first customer.</b></b></p><p>In 2014, the concept of the Internet of Things was still on the eve of its rapid development in China, but it had already taken shape and become popular abroad.</p><p>For this reason,<b>At its inception, Tuya Smart focused its business on overseas markets.</b></p><p>In response, Chen Liaohan also gave a detailed introduction to the founding team's understanding of the IoT market at the beginning of their business:</p><p>In 2015, consumers in overseas markets, especially in North America, had a higher awareness and acceptance of smart products than in China. We will do business wherever our customers are.</p><p>As early as 2014, smart speakers such as Amazon's Alexa and Google's Google Home had already appeared in North America. These products fueled consumers' enthusiasm for buying smart devices because after purchasing voice speakers, users hoped to have a large number of devices in their homes connected to them for better interaction and experience. This was an opportunity that Tuya saw. Tuya played a role in helping overseas brands connect to different brands of voice speakers, which is why Tuya has developed rapidly overseas in recent years.</p><p>At that time, what kind of product did Tuya Smart want to make?</p><p><b>Initially, we just wanted to tentatively create some innovative products using smart technology. This product could be a third device besides computers and mobile phones, or it could be a platform.</b>This was Wang Xueji's initial idea for founding Tuya Smart.</p><p>The intelligent technologies mentioned here are actually technologies that teams in cloud computing, big data, and the Internet of Things have accumulated over a long period of time. Using these technologies, Tuya Smart tested the waters in 2015 and created its first product, Airtake.</p><p>Airtake is not a piece of hardware, but a \"camera App that integrates cloud services\". This product was mainly designed to solve the cloud storage problem of mobile phone and camera photos at the time. Tuya Smart subsequently launched an \"SD card with embedded WiFi function\" to work with Airtake, which allows photos taken with traditional cameras or mobile phones to be automatically uploaded to the cloud album, while only compressed images are retained locally (occupying 1/6 of the space of the original image).</p><p><img src=\"https://static.tigerbbs.com/5cff693416a4d203aa1bbabf17865ddf\" tg-width=\"740\" tg-height=\"263\" referrerpolicy=\"no-referrer\"></p><p>Airtake is one of the earliest software programs to utilize cloud technology to solve everyday practicality problems. Although it ultimately failed to become the third most popular device among users after computers and mobile phones, it clearly demonstrated...<b>Tuya Smart's basic business model is hardware + software + cloud services.</b></p><p>In Tuya Smart's business model, hardware refers to networking modules (also known as IoT modules or cloud modules). Currently, there are various module solutions including Wi-Fi modules, Bluetooth modules, and Zigbee modules. By embedding these modules into the device, device networking and secondary development can be achieved. Software and cloud services refer to PaaS and SaaS services provided based on IoT cloud platforms.</p><p>As can be seen from Tuya Smart's prospectus for its US IPO, Tuya Smart's main businesses currently include four areas:</p><p><ul><li><b>IoT PaaS.</b>It provides solutions based on technologies such as cloud, IoT, and edge computing, which are specifically manifested in hardware products, namely networking modules. By embedding networking modules, devices are connected to the IoT cloud platform of Tuya Intelligent, ultimately realizing the conversion of traditional products into IoT products with edge computing, storage, and networking capabilities, as well as intelligent management of devices.</p><p></li><li><b>IoT SaaS.</b>Provides industry SaaS for vertical industries such as hotels, real estate, etc. Enterprises can use these SaaS solutions to manage and maintain smart devices.</p><p></li><li><b>Smart device distribution.</b>Provide brands and system integrators with smart devices from OEM partners that have deployed Tuya Smart IoT PaaS.</p><p></li><li><b>Other value-added cloud services.</b>It provides value-added services such as artificial intelligence virtual assistants and big data analytics to enterprise customers, and provides services such as data storage, message push, and content services to device users of Tuya Intelligence.</p><p></li></ul>Among them, IoT PaaS is Tuya Smart's core business. Currently, most of Tuya Smart's revenue comes from IoT PaaS (Note: the revenue share in 2019 and 2020 was 72.2% and 84.3%, respectively). As of December 31, 2020, Tuya Smart had 3,296 IoT PaaS customers, with revenue from 188 major customers accounting for 87% of its IoT PaaS revenue.</p><p>In 2019, Tuya Smart's revenue reached $106 million.</p><p>In five years, Tuya Smart has grown its revenue from zero to $100 million, a remarkable growth rate.</p><p>However, embedding networking modules into devices to enable them to access the internet involves complex stakes and is not as simple as it seems.</p><p>Just as Tuya Smart was starting its own business, Xiaomi, located in Beijing, also launched its Internet of Things project. Gao Ziguang, who was in charge of Xiaomi's IoT project at the time, discovered during his communication with home appliance manufacturers:</p><p>Most large enterprises want to develop their own modules instead of adopting other people's standards (modules). After spending nearly a year negotiating cooperation with major home appliance manufacturers without success, the Xiaomi team finally had to apply its IoT modules to Xiaomi's ecosystem company products. Zhimi's air purifier became Xiaomi's first IoT product.</p><p>Tuya Smart, which wants to do IoT to B business, also faces this problem.</p><p>As a startup, even if the team has a background in a large company, it is inevitable To encounter setbacks when starting a B2B business from scratch.</p><p>Wang Xueji previously stated in an interview with Wenzhou Business Daily, \"<b>It took us a year and a half to get the first 100 customers to know \"TUYA\" before the first customer chose us.</b>”</p><p>Chen Liaohan also had some feelings about this:</p><p>It took us a year and a half to get our first client, and we would question ourselves: had we chosen the wrong direction? Had we entered the market too early? We had a lot to think about, but in the end we persevered.<b>4、</b><b><b>Donors & Supporters: Who is heavily investing in graffiti?</b></b></p><p>In 2020, Tuya Smart's revenue increased by 70% to $180 million.</p><p>However,<b>Beneath such impressive performance lies the industry's revenue difficulties.</b></p><p>According to data from Tuya Smart's prospectus, it incurred net losses of US$70.5 million and US$66.9 million in 2019 and 2020, respectively. As of December 31, 2020, Tuya Smart's cumulative losses were US$192.5 million.</p><p><img src=\"https://static.tigerbbs.com/d41d65d6a764b1607ffa2053461a6c8a\" tg-width=\"740\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p><p>In this regard,<b>The solutions mentioned by Tuya Smart in its prospectus are: \"strengthening platform construction\" and \"increasing investment in the marketing team\".</b>。</p><p>In today's entrepreneurial environment, most startups do not rely on the two-way flow of revenue and investment to expand their market, but rather on the power of capital. Tuya Smart, which is favored, naturally has no shortage of investors and benefactors.</p><p>Wu Yongming was the first benefactor of Tuya Smart.</p><p>Alibaba had 18 founders when it was first established. These 18 founders raised 500,000 yuan as start-up capital and each held a portion of the shares, thus creating the now-famous Alibaba. The 18 people who started the business were both the founders and early partners of Alibaba. Later, the outside world gave them a title with a martial arts feel - the Eighteen Arhats of Alibaba.</p><p>Wu Yongming is one of these 18 people. He served as the head of the group's search business, advertising business and wireless business at Alibaba. When Wang Xueji left Alibaba to start another business, as Wang Xueji's direct superior at the time, Wu Yongming personally became an angel investor in Tuya Smart.</p><p>Besides Wu Yongming, Tuya Smart's angel investors include Li Zhiguo, Alibaba's 46th employee, and Bat Capital, founded by Qu Tian, another former Alibaba employee. For this reason, Tuya Smart was once considered an Alibaba-affiliated company.</p><p>With such a founding team, such angel investment, and choosing a recognized promising track, Tuya Smart was destined to attract much attention from its inception.</p><p>In the following years, Tuya Smart secured multiple rounds of huge financing, making it a company that was \"nurtured lavishly\". According to publicly available information, Tuya Smart secured three rounds of financing: US$10 million, RMB100 million, and US$200 million in September 2015, October 2017, and July 2018, respectively. Investors included NEA Enyi Investment, Oriental Fortune, Linear Capital, Broadband Capital, Quadrille Capital, Future Fund, and CM. Capital and other well-known domestic and international investment institutions.</p><p>In addition, in its prospectus filed with the U.S. Securities and Exchange Commission (SEC) in preparation for its IPO, Tuya Smart disclosed more information about its investors, including:</p><p><b>Tencent holds 10.8% of the shares, making it the second largest institutional investor after Enyi Investment;</b>Tuya Smart is still operating at a loss, but IoT is still a growing track, a track with great potential, and a track with infinite possibilities.</p><p>This enabled Tuya Smart, which was listed in the US as the \"first IoT cloud stock,\" to strongly become a unicorn company valued at tens of billions of dollars when the market was rising and surrounded by capital.</p><p><b>5、</b><b><b>Reassessing the \"IoT Cloud\"</b></b></p><p>On the evening of February 2, 2021, Alibaba released its Q4 2020 financial report. The report showed that in the fourth quarter of 2020, Alibaba Cloud's quarterly revenue was RMB 11.615 billion, and its adjusted EBITA achieved a profit of RMB 24 million.</p><p>This marks the first time Alibaba Cloud has achieved profitability in a single quarter since its founding twelve years ago.</p><p>However, considering Alibaba Cloud's scale advantage and the survival environment for domestic cloud vendors, competition in the domestic cloud market remains fierce.</p><p>Luo Zhenyu, the founder of \"Get\", once told the following story at an event:</p><p>All data on the \"Get APP\" is stored in the cloud. The cloud provider chosen is Alibaba Cloud, the largest cloud provider in China. Every year, \"Get\" pays tens of millions of yuan in service fees to Alibaba Cloud.<img src=\"https://static.tigerbbs.com/590da46a087ceed178517103fe6d74b2\" tg-width=\"740\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p><p>At the same time, Luo Zhenyu also received \"coupons worth tens of thousands\" from other small and medium-sized cloud service providers in his email...</p><p>Even with such fierce competition, it does not diminish capital's optimism about cloud service providers other than the giants.</p><p>On January 20, 2020, UCloud was listed on the Science and Technology Innovation Board as the first cloud computing company in China, with its market capitalization exceeding 30 billion yuan on its first day.</p><p>On May 8, 2020, Kingsoft Cloud, as Lei Jun's fourth listed company, went public in the United States, with its market capitalization exceeding $4.7 billion on its first day.</p><p>On March 16, 2021, Qingyun was listed on the Science and Technology Innovation Board as the first hybrid cloud stock, with its market capitalization exceeding 4 billion yuan on its first day.</p><p>On March 18, 2021, Tuya Smart was listed on the New York Stock Exchange as the first IoT cloud company.</p><p>In terms of actual business, both giant manufacturers such as Alibaba, Tencent, and Huawei, as well as second-tier cloud vendors such as UCloud, Kingsoft Cloud, and Qingyun, are involved in \"IoT cloud\" business.</p><p>Amidst such heavy encirclement, does Tuya Smart, listed as the \"first IoT cloud stock,\" have the opportunity to grow into the next generation of \"giants\"?</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3be944a9a32d46999588e09d1fd39d10","relate_stocks":{"TUYA":"涂鸦智能"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175135367","content_text":"3月18日，IoT云平台涂鸦智能正式在纽交所挂牌上市，开盘涨超28%，报27美元，市值151.1亿美元。老虎证券为本次涂鸦智能承销团队中唯一的互联网投行，贡献共计18.5亿美元订单，认购客户近5.8万人次，凸显出其强大的订单认购实力。从订单比例来看，零售订单占比依旧突出，展现出老虎平台用户对新经济企业的高关注度和高接受度。\n\n\n涂鸦智能IPO价格定为21美元，高于指导区间(17-20美元)，代码为“TUYA”。在本次IPO中，涂鸦智能将发售4359万股ADS（美国存托股），预计将筹集9.15亿美元。\n涂鸦智能，冲出巨头重围？\n在阿里、京东、百度等互联网巨头相继回港二次上市，在众多科技企业在国内登陆科创版、创业板时，中资企业赴美上市再度迎来热潮。\n据不完全统计，2021年前两个月国内赴美上市企业已有包括容联云、雾兴科技等13家企业。\n作为爆火的物联网赛道中被众多资本看好的独角兽企业，涂鸦智能也于今日在美敲钟上市。\n纽交所钟声响起，造富神话继续……\n此时，很多人也想看看，万亿物联网赛道能否冲出一位“新巨头”？\n1、涂鸦智能的成人礼\n3月18日晚，涂鸦智能高管、投资人、合作伙伴，甚至连杭州市长都亲自赶赴到杭州黄龙饭店，来见证涂鸦智能在美上市云敲钟仪式。\n\n在敲钟之前，涂鸦智能创始人兼总裁陈燎罕、涂鸦智能高级副总裁兼CFO刘尧接受了媒体采访，揭秘了涂鸦智能的在这一上市过程中的思考和计划。\n问：中概股回归是当下趋势，涂鸦为什么会选择在美上市？\n刘尧：关于我们选择美股主要是出于两个考虑：\n\n第一，涂鸦是一个全球性企业，我们支持的客户是遍布全球的品牌、工厂、渠道商及运营商，在美股上市考虑到客户的base；\n第二，我们是一个云厂商，在美股市场上有一大批成熟的、专注于投资科技类云企业的投资人，他们对云企业理解比较深刻。\n\n问：在和美股投资人介绍涂鸦时用的是怎样的概念？\n刘尧：投资人认为涂鸦是一个基础设施类云公司，我们是为整个IoT行业提供类似、水、电这样的基础服务。\n问：招股书显示我们近两年都处于一个亏损状态，未来有怎样的改善措施？\n刘尧：从历史来看，科技类公司在上市前或早期时候亏损其实是比较常见的，因为我们需要投入大量的研发来开拓出真正有高价值的产品，尤其像我们进入这个领域它是全新的，所以产品的沉淀需要一个比较长的时间来摸索，但是我们的亏损其实是在迅速收窄的。\n上市后我们会继续重投入在研发、做好产品，为客户提供最好的服务，同时我们也会比较有纪律性的管控我们的现金流。所以我觉得亏损也很有可能会继续，但会慢慢收窄。\n问：涂鸦目前有很多收入来自海外，未来打算如何发展中国业务。\n陈燎罕：早期，特别是2015年-2016年，我们发现智能化开始在海外大规模的渗透，所以其实我们当时的市场聚焦在海外，从北美开始，然后到欧洲、东南亚、澳大利亚、日本，这样一个发展轨迹。\n从2017年开始，我们发现中国的IoT市场起来了，所以我们又专门成立了一个团队来经营我们整个中国市场。\n我们看到，其实中国市场是一个有非常大潜力的市场，所以虽然我们今天在海外投资占比更高一些，但我们发现中国市场的发展潜力非常大，我们也会为中国制造业品牌提供智能化的服务能力，我们会花很多资源深耕中国市场。\n问：当前阶段的智能化对制造业的意义何在？\n陈燎罕：以照明产业为例，一个普通的球炮灯目前的售价是0.4美金，一旦它被智能化后，它的售价会迅速提升到两美金以上，所以其实智能化对整个产业的产值提升超过了10倍，这就是智能化对于这个行业带来的魅力。\n2、阿里渊源：被收购，再创业\n说起涂鸦智能，不得不提的是总部同在杭州的一家互联网巨头，阿里。\n2009年，阿里组织架构调整，成立阿里云，马云当时即称“阿里云将是阿里的下一个十年”，并调来时任阿里CTO的王坚博士亲自带队，彼时阿里云也迎来了第一任总经理，花名御灵。\n御灵本名王学集，坊间流传是一位学霸少年，进入阿里之前，曾在大学期间与同窗好友一起在2003年创办了PHPWind论坛。\nPHPWind是一款社区开源系统，主要业务是帮助版主和站长建立自己的论坛。当年，国内还有另一个主流社区开源系统，Discuz，这两大系统见证了国内互联网的兴起与觉醒，也构建起了那个趣味横生的BBS时代。\n在当时论坛大战中，腾讯在2010年收购了Discuz，并与QQ账号进行了打通，一个QQ号可以登录各大论坛，一时间各大论坛涌入大量QQ大军；阿里早腾讯两年、在2008年收购了PHPWind，王学集和他的团队一起走进了阿里，并在次年随PHPWind成为阿里云第一个业务团队。\n2014年9月19日，阿里在纽交所挂牌上市；这一年，阿里云服务的用户已经覆盖了全世界200个国家；也是在这一年，王学集走出阿里再次创业，成立了涂鸦智能。\n\n当时，一同出走创业的还有陈燎罕、林耀纳、周瑞鑫等从PHPWind一同进入阿里的原班人马。\n3、涂鸦往事：花了一年半，才有了第一个客户\n2014年，物联网概念在国内尚处于风起云涌的前夜，在国外已经成形、风靡。\n正因如此，成立之初的涂鸦智能将业务重心放在了海外。\n对此，陈燎罕也详细介绍了创始团队在创业之初对IoT市场的认知：\n2015年，海外市场、特别是北美市场消费者对于智能产品的认知和接受度其实是高于国内的。客户在哪里，我们就往哪里去做。\n2014年在北美就已经出现了亚马逊的Alexa和谷歌的Google Home等智能音箱产品，这类产品推动了消费者对于购买智能设备的热情，因为购买语音音箱后，用户就希望能够让家里大量的设备能够连接到语音音箱中，能够进行更好地交互和体验，这也是涂鸦看到的机会，涂鸦在其中就扮演了帮助海外品牌能够连接到不同品牌的语音音箱，这也是为什么这几年涂鸦在海外发展迅速的原因。\n在当时，涂鸦智能究竟想要做一个怎样的产品呢？\n\n我们一开始只是想尝试性的用智能技术打造一些创新性产品，这个产品可能是电脑、手机之外的第三个设备，也有可能是一个平台。\n\n这是王学集创立涂鸦智能最初的想法。\n这里说的智能技术其实就是云计算、大数据、物联网这些团队已有长期积累的技术。通过这些技术，涂鸦智能在2015年试水做了第一款产品，爱相机（Airtake）。\nAirtake并不是一款硬件，而是一款「集成了云服务的相机App」，这款产品主要是为了解决当时手机、相机拍照云存储问题，涂鸦智能随后也推出了一款「植入WiFi功能的SD卡」与Airtake配合应用，使得传统相机或手机拍的照片自动上传到云端相册、本地只保留压缩图片（占用空间为原图的1/6）。\n\nAirtake是一款较早利用云技术解决日常实用性问题的软件，虽然最终没能成为电脑、手机后用户手中第三顺位设备，却清晰地展现了涂鸦智能的基本商业模式——硬件+软件+云服务。\n在涂鸦智能的商业模式中，硬件指的是联网模组（也称IoT模组、云模组），目前有包括Wi-Fi模组、蓝牙模组、Zigbee模组等多类模组方案，通过将这些模组嵌入到设备中，实现设备联网和二次开发。软件和云服务指的则是基于IoT云平台提供的PaaS、SaaS服务。\n从涂鸦智能赴美上市招股书中也可以看到，目前涂鸦智能主要业务包括四块：\n\nIoT PaaS。提供基于云、物联网、边缘计算等技术的解决方案，具体表现在硬件产品上，正是联网模组，通过嵌入联网模组实现设备联网，再将联网设备连接到涂鸦智能的IoT云平台上，最终实现传统产品到具有边缘计算、存储、联网能力的IoT产品的转换和设备的智能管理。\nIoT SaaS。为诸如酒店、地产等垂直行业提供行业SaaS。企业运用这些SaaS方案可以实现智能设备的管理和运维。\n智能设备分销。为品牌厂商和系统集成商提供部署了涂鸦智能IoT PaaS的OEM合作伙伴的智能设备。\n其他增值云服务。面向企业客户提供诸如人工智能虚拟助手、大数据分析等增值服务，面向涂鸦智能的设备用户提供诸如数据存储、消息推送、内容服务等。\n\n其中，IoT PaaS是涂鸦智能的核心业务，涂鸦智能目前大部分收入来自于IoT PaaS（注：2019年、2020年的收入占比分别为72.2%、84.3%）。截止2020年12月31日，涂鸦智能有3296个IoT PaaS客户，来自188个大客户的收入占到了87%的IoT PaaS收入。\n2019年，涂鸦智能营收达到1.06亿美元。\n五年时间里，涂鸦智能将营收从0做到了1亿美元，增速可观。\n然而，为设备嵌入联网模组、让设备能够上网这件事儿，中间的利害关系复杂，并没有想象的那么简单。\n就在涂鸦智能拉队伍创业时，远在北京的小米也开启了物联网项目。当时作为小米IoT项目负责人的高自光在与家电厂商沟通过程中发现：\n\n 大企业大多希望开发自有模组，而不是采用别人的标准（模组）。\n\n小米团队花了近一年时间和各大家电厂商商谈合作事宜无果后，最终不得不将自己的IoT模组应用到小米生态链企业产品中，智米的空气净化器成了小米首款IoT产品。\n要做IoT to B业务的涂鸦智能同样要面临这一问题。\n作为一家创业企业，即使团队有大厂背景，要从0开展To B业务，也难免碰壁。\n王学集此前在接受《温州商报》采访时曾表示，“我们花了一年半时间，让最初的100个客户认识“TUYA”，才有第一个客户选择了我们。”\n对此，陈燎罕也颇有感触：\n\n 一年半的时间才有第一个客户，我们当时也会对自己产生质疑：我们的方向是不是选错了，我们进入赛道是不是进早了……，会有非常多的思考，但最后我们还是坚持下来了。\n\n4、金主&拥趸：谁在重仓涂鸦？\n2020年，涂鸦智能营收增长了70%，达到1.8亿美元。\n然而，在这样漂亮的业绩下，潜藏的却是这一行业营收的困顿。\n据涂鸦智能招股书中数据显示，在2019年和2020年分别产生了7050万美元和6690万美元的净亏损，截止2020年12月31日，涂鸦智能累计亏损1.925亿美元。\n\n对此，涂鸦智能在招股书中提及的解决之道是：「加强平台建设」和「加大营销团队投入」。\n在如今创业环境下，多数创业企业开拓市场靠的并不是营收与投入的双向流转，而是需要借力资本的力量，被看好的涂鸦智能自然不缺金主和贵人。\n吴泳铭是涂鸦智能的第一位贵人。\n阿里成立之初有18位创始人，这18位创始人凑了50万作为启动资金并各占一部分股份，创立了如今风头无两的阿里巴巴。创业之初的18人既是创始人、也是阿里的早期合伙人，后来外界也给了一个颇有武侠气息的称号——阿里十八罗汉。\n吴泳铭正是这18人之一，在阿里历任集团搜索业务、广告业务和无线业务的负责人，当王学集走出阿里再次创业时，作为王学集当时的顶头上司，吴泳铭自掏腰包成了涂鸦智能的天使投资人。\n除吴泳铭外，涂鸦智能的天使投资人还有阿里第46号员工李治国，以及同为阿里前员工屈田创办的蝙蝠资本。正因如此，涂鸦智能一度被认为是阿里系企业。\n这样的创始团队、这样的天使投资，再加上选的又是一条被公认的潜力赛道，涂鸦智能自成立之初就注定会备受关注。\n在随后几年里，涂鸦智能又拿到了多轮巨额融资，可以说是一家被“富养”的企业。据公开资料显示，涂鸦智能在2015年9月、2017年10月、2018年7月分别又拿到了千万美元、1亿人民币、2亿美元三轮融资，资方包括NEA恩颐投资、东方富海、线性资本、宽带资本、Quadrille Capital、Future Fund、C.M.Capital等国内外知名投资机构。\n另外，在筹备上市时向美国证券交易委员会(SEC)提交的招股书中，涂鸦智能披露了更多关于资方的信息，包括：\n\n腾讯持有10.8%股份、为除恩颐投资外第二大机构投资方；\n\n仍在亏损是涂鸦智能的现状，不过IoT仍是一个在持续增长的赛道，一个极有潜力的赛道，一个有无限可能的赛道。\n这使得以“IoT云第一股”在美上市的涂鸦智能，在市场上扬时、在资本簇拥下，强势成为了一家估值百亿美元的独角兽企业。\n5、重估“IoT云”\n2021年2月2日晚，阿里发布2020年Q4财报，财报显示：2020年第四季度，阿里云单季度收入116.15亿元，经调整EBITA实现盈利2400万元。\n这是阿里云自成立十二年以来，首次实现单季度盈利。\n不过，考虑到阿里云的规模优势和国内云厂商的生存环境，国内云市场的竞争依然十分激烈。\n「得到」创始人罗振宇在某次活动上曾讲述过这样一个故事：\n\n 「得到APP」所有数据是放在云上的，云供应商选择的是国内第一大云供应商阿里云，每年「得到」交给阿里云的服务费用高达数千万。\n\n\n与此同时，罗振宇的邮箱中也收到过其他中小型云服务厂商“十几万的优惠券”……\n即便竞争如此激烈，依然不耽误资本对巨头之外的云服务厂商的看好。\n2020年1月20日，UCloud以中国云计算第一股登陆科创版，首日市值突破300亿元；\n2020年5月8日，金山云作为雷军的第四家上市企业，在美上市，首日市值突破47亿美元；\n2021年3月16日，青云以混合云第一股在科创板上市，首日市值突破40亿元；\n2021年3月18日，涂鸦智能以IoT云第一股在纽交所上市。\n从实际业务来看，无论是阿里、腾讯、华为等巨头厂商，还是UCloud、金山云、青云等第二梯队云厂商均有涉及“IoT云”业务。\n在这样的重重包围中，以“IoT云第一股”上市的涂鸦智能有机会成长为下一代“巨头”吗？","news_type":1,"symbols_score_info":{"TUYA":0.9}},"isVote":1,"tweetType":1,"viewCount":5337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}