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HappyMag

HappyMag

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2021-05-13

I am not selling

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2021-05-02

EV will continue to grow globally... good for both..

XPeng Vs. NIO: Which EV Stock Is The Better Buy

2021-05-14

MSCI.. GOOD. Price also must GO GO UP

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2021-05-13

Unity has big moat n high margins..

2 Gaming Stocks That Have a Killer Advantage

2021-05-12

I see red

Global Tech Selloff Deepens as Chinese Index Sinks 30% From High

2021-05-12

Wonder should I buy more yo even out or wait

Don’t Look Now, but Nio Stock Is Becoming an Investment Not a Trade

Go to Tiger App to see more news

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GOOD. Price also must GO GO UP","listText":"MSCI.. GOOD. Price also must GO GO UP","text":"MSCI.. GOOD. Price also must GO GO UP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198368800","repostId":"1196961143","repostType":2,"repost":{"id":"1196961143","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620827979,"share":"https://ttm.financial/m/news/1196961143?lang=&edition=fundamental","pubTime":"2021-05-12 21:59","market":"us","language":"en","title":"Tiger Brokers to be Added to the MSCI China All Shares Index","url":"https://stock-news.laohu8.com/highlight/detail?id=1196961143","media":"Tiger Newspress","summary":"UP Fintech Holding Limited (“UP Fintech” or the “Company”) (NASDAQ: TIGR), a leading online brokerag","content":"<p>UP Fintech Holding Limited (“UP Fintech” or the “Company”) (NASDAQ: TIGR), a leading online brokerage firm focusing on global investors, today announced that the Company's stock will be added to the MSCI China All Shares Index, effective as of market close on May 27, 2021.</p><p>&nbsp;Mr. Wu Tianhua, CEO of UP Fintech commented, “To be added to the MSCI China All Shares Index is a recognition of the growth the company has achieved. Our mission is to use technology to make investing more efficient and give our clients the ability to allocate their assets across multiple markets. As we expand our international footprint, we look forward to serving more global clients with ourintuitive, one-stop trading platform.”</p><p>According to MSCI, “The MSCI China All Shares Index captures large and mid-cap representation across China A‐shares, B‐shares, H‐shares, Red‐chips, P‐chips and foreign listings (e.g. ADRs). The index aims to reflect the opportunity set of China share classes listed in Hong Kong, Shanghai, Shenzhen and outside of China.”</p><p>Founded in 2014, the Company enables its clients to trade equities in The U.S., U.K., Hong Kong, Singapore, and Australia as well as futures, options, and funds. The Company opened its one millionth account in October 2020 and continues to attract new clients across multiple international markets.</p><p>&nbsp;Safe Harbor Statement</p><p><span>This announcement contains forward-looking statements. These statements are made under the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “future,” “intends,” “plans,” “believes,” “estimates” and similar statements. Among other statements, the business outlook and quotations from management in this announcement, as well as the Company’s strategic and operational plans, contain forward-looking statements. The Company may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission (“SEC”) on Forms 20-F and 6-K, in its annual report to shareholders, in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements about the Company’s beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: the Company’s growth strategies; trends and competition in global financial markets; the effects of the global COVID-19 pandemic; and governmental policies relating to the Company’s industry and general economic conditions in China and other countries. 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Our mission is to use technology to make investing more efficient and give our clients the ability to allocate their assets across multiple markets. As we expand our international footprint, we look forward to serving more global clients with ourintuitive, one-stop trading platform.”</p><p>According to MSCI, “The MSCI China All Shares Index captures large and mid-cap representation across China A‐shares, B‐shares, H‐shares, Red‐chips, P‐chips and foreign listings (e.g. ADRs). The index aims to reflect the opportunity set of China share classes listed in Hong Kong, Shanghai, Shenzhen and outside of China.”</p><p>Founded in 2014, the Company enables its clients to trade equities in The U.S., U.K., Hong Kong, Singapore, and Australia as well as futures, options, and funds. The Company opened its one millionth account in October 2020 and continues to attract new clients across multiple international markets.</p><p>&nbsp;Safe Harbor Statement</p><p><span>This announcement contains forward-looking statements. These statements are made under the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “future,” “intends,” “plans,” “believes,” “estimates” and similar statements. Among other statements, the business outlook and quotations from management in this announcement, as well as the Company’s strategic and operational plans, contain forward-looking statements. The Company may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission (“SEC”) on Forms 20-F and 6-K, in its annual report to shareholders, in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements about the Company’s beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: the Company’s growth strategies; trends and competition in global financial markets; the effects of the global COVID-19 pandemic; and governmental policies relating to the Company’s industry and general economic conditions in China and other countries. Further information regarding these and other risks is included in the Company’s filings with the SEC. All information provided in this press release and in the attachments is as of the date of this press release, and the Company undertakes no obligation to update any forward-looking statement, except as required under applicable law.</span><br></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196961143","content_text":"UP Fintech Holding Limited (“UP Fintech” or the “Company”) (NASDAQ: TIGR), a leading online brokerage firm focusing on global investors, today announced that the Company's stock will be added to the MSCI China All Shares Index, effective as of market close on May 27, 2021. Mr. Wu Tianhua, CEO of UP Fintech commented, “To be added to the MSCI China All Shares Index is a recognition of the growth the company has achieved. Our mission is to use technology to make investing more efficient and give our clients the ability to allocate their assets across multiple markets. As we expand our international footprint, we look forward to serving more global clients with ourintuitive, one-stop trading platform.”According to MSCI, “The MSCI China All Shares Index captures large and mid-cap representation across China A‐shares, B‐shares, H‐shares, Red‐chips, P‐chips and foreign listings (e.g. ADRs). The index aims to reflect the opportunity set of China share classes listed in Hong Kong, Shanghai, Shenzhen and outside of China.”Founded in 2014, the Company enables its clients to trade equities in The U.S., U.K., Hong Kong, Singapore, and Australia as well as futures, options, and funds. The Company opened its one millionth account in October 2020 and continues to attract new clients across multiple international markets. Safe Harbor StatementThis announcement contains forward-looking statements. These statements are made under the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “future,” “intends,” “plans,” “believes,” “estimates” and similar statements. Among other statements, the business outlook and quotations from management in this announcement, as well as the Company’s strategic and operational plans, contain forward-looking statements. The Company may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission (“SEC”) on Forms 20-F and 6-K, in its annual report to shareholders, in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements about the Company’s beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: the Company’s growth strategies; trends and competition in global financial markets; the effects of the global COVID-19 pandemic; and governmental policies relating to the Company’s industry and general economic conditions in China and other countries. Further information regarding these and other risks is included in the Company’s filings with the SEC. All information provided in this press release and in the attachments is as of the date of this press release, and the Company undertakes no obligation to update any forward-looking statement, except as required under applicable law.","news_type":1},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191948225,"gmtCreate":1620837205167,"gmtModify":1704349200230,"author":{"id":"3582197782929568","authorId":"3582197782929568","name":"HappyMag","avatar":"https://static.tigerbbs.com/933af2922a72b38297891614f61d9c72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582197782929568","authorIdStr":"3582197782929568"},"themes":[],"htmlText":"I am not selling","listText":"I am not selling","text":"I am not selling","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/191948225","repostId":"1165517668","repostType":4,"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191951784,"gmtCreate":1620836068548,"gmtModify":1704349185440,"author":{"id":"3582197782929568","authorId":"3582197782929568","name":"HappyMag","avatar":"https://static.tigerbbs.com/933af2922a72b38297891614f61d9c72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582197782929568","authorIdStr":"3582197782929568"},"themes":[],"htmlText":"Unity has big moat n high margins..&nbsp;","listText":"Unity has big moat n high margins..&nbsp;","text":"Unity has big moat n high margins..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191951784","repostId":"2133528055","repostType":2,"repost":{"id":"2133528055","kind":"highlight","pubTimestamp":1620218700,"share":"https://ttm.financial/m/news/2133528055?lang=&edition=fundamental","pubTime":"2021-05-05 20:45","market":"us","language":"en","title":"2 Gaming Stocks That Have a Killer Advantage","url":"https://stock-news.laohu8.com/highlight/detail?id=2133528055","media":"Motley Fool","summary":"Unity Software and Sea Limited enjoy strong network effects that will make their stocks soar higher.","content":"<p>The video gaming industry is probably bigger than you think it is. Companies in the industry generate $180 billion in annual revenue worldwide. When compared with other entertainment sectors, that's bigger than the film industry ($100 billion) and the sports industry ($75 billion) combined. While gaming hardware being sold by <b>Sony</b>, <b>Microsoft</b>, and <b>Nintendo </b>makes up a significant percentage of that revenue, the vast majority (roughly $167 billion) is related to software sales.</p><p>There are numerous software companies in this sector, many of them private. Among the highly successful public companies on the software side are names like <b>Activision</b> <b>Blizzard</b>,&nbsp;<b>Electronic Arts</b>,&nbsp;<b>Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive</b>, and <b>Ubisoft</b>.</p><p><a href=\"https://laohu8.com/S/TWOA\">Two</a> video game-related investments I particularly like are <b>Sea Limited </b>(NYSE:SE) and <b>Unity Software </b>(NYSE:U). Here's why.</p><h2>1. Sea Limited is a platform company</h2><p>When Sea first began, it was a video gaming company called Garena, short for \"Gaming Arena.\" It's a virtual place to play and watch video games across southeast Asia (and now South America as well). The most famous video game the company introduced is <i>Free Fire</i>, a battle royale mobile game. It's a free game, but many addicted customers spend within the game anyway, buying additional weapons or character improvements. That's why Sea's \"free game\" brought in more than $2 billion in revenue in 2020.</p><p>As CEO Forrest Li said on a conference call, \"<i>Free Fire</i> was once again a key driver of Garena's outperformance. According to App Annie, it continues to be the highest-grossing mobile game in Latin America and Southeast Asia in the fourth quarter, as well as the full year of 2020. It has maintained the top ranking for six consecutive quarters.\"</p><p>The popularity of the game continues to astound. As Li put it, \"We're also pleased to share that <i>Free Fire</i> was once again the most downloaded mobile game in the world in 2020, according to App Annie. This is the second year in a row that <i>Free Fire</i> was ranked first globally.\"</p><p>One major difference between Sea and all its competitors is when these companies were founded. Li created Sea in 2009, which is important because it's after the introduction of the iPhone in 2007. Not surprisingly, Sea has always focused on mobile games. The major American (and French) games companies were all started back in the 20th century, and have always focused on creating games for the various hardware platforms. They have been late to the mobile revolution, and have been trying to play catch-up, mostly by acquisition.</p><table border=\"1\"><tbody><tr><th>Software company</th><th>Year founded</th></tr><tr><td>Activision</td><td>1979</td></tr><tr><td>Entertainment Arts</td><td>1982</td></tr><tr><td>Ubisoft</td><td>1986</td></tr><tr><td>Blizzard</td><td>1991</td></tr><tr><td>Take-Two Interactive</td><td>1993</td></tr><tr><td>Sea Limited</td><td><b>2009</b></td></tr></tbody></table><p>Founding dates based on reporting from Wikipedia. (Activision and Blizzard merged in 2008.)</p><p>Sea has had a major head start in mobile games, which is its killer advantage. As Motley Fool Rulebreaker fans would say, the company was a first mover in an important, emerging industry. But what's really killing the competition is how Sea took advantage of its head start and locked in its popularity with its mobile audience, using the revenue generated to fund expansion into new revenue opportunities such as opening up an e-commerce site, Shopee, and creating a mobile payments platform, Sea Money. Now the network effect is helping to cement its position as the top internet company in Southeast Asia.</p><h2>2. Unity Software is a distributor, not a developer</h2><p>Unlike Sea and the rest of the software brigade, Unity Software does not develop any video games itself. Instead, Unity provides a suite of advanced software tools to help other companies more efficiently create video games. Unity also provides distribution for smaller studios that create fun games for our smartphones. Unity enjoys a duopoly with competitor Epic Games in that regard.</p><p>While Epic Games is best known publicly for its popular <i>Fortnite </i>game, in the industry Epic is best known for its Unreal engine, the software that competes with Unity in providing tools for game developers. While Unreal is known for its high-end computer graphics, Unity's focus has been on simpler tools that do the same thing. Because of its simplicity, Unity is generally winning on the mobile side. In the fourth quarter, Unity management reported that 71% of the top 1,000 mobile games were made on its platform. That's amazing dominance in mobile, the fastest-growing segment of the gaming industry.</p><p>As a distributor, Unity will make a lot of money in the gaming industry with much less risk than content creators face. Studios can spend millions of dollars introducing a new game and quickly go out of business if the game fails to achieve any popularity. A distributor like Unity makes its profits as the entire industry advances, earning a share of all sales from the games using its platform, whether they succeed or not.</p><p>It's the platform, in other words, that gives Unity its killer advantage. And this platform also has a powerful moat. Software developers are trained on specific tools. For a new threat to Unity to emerge, the technological advance would have to be so amazing that industry veterans would spend the time to \"go back to school\" and learn a whole new system. Right now, most software developers have a favorite between Unity and Epic's Unreal. Some are equally adept with both technologies. But few would be interested in spending months learning a third system unless they really had to do it.</p><p>What makes Unity a particularly exciting investment is that it's the leading software engine in the creation of virtual reality (VR) and augmented reality (AR) games. While this is a tiny segment of the industry right now, it's expected to be massive in the next decade or two because its applications stretch beyond just gaming. For instance,&nbsp;<b>Autodesk</b> is now using Unity's tools in the architecture vertical, and <b>Volkswagen</b> used Unity's software to build an online showroom for its automobiles.</p><h2>Investor takeaway</h2><p>While there will be many winners in the gaming industry, Sea Limited and Unity are particularly strong investments because these companies enjoy powerful network effects. Indeed, both of these companies are so strong right now that they are using their leadership roles in gaming software in order to seize market share in other industries as well. That will help these stocks reward investors for many years to come.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Gaming Stocks That Have a Killer Advantage</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\">\n2 Gaming Stocks That Have a Killer Advantage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-05 20:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/05/2-gaming-stocks-that-have-a-killer-advantage/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The video gaming industry is probably bigger than you think it is. Companies in the industry generate $180 billion in annual revenue worldwide. When compared with other entertainment sectors, that's ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/05/2-gaming-stocks-that-have-a-killer-advantage/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","U":"Unity Software Inc."},"source_url":"https://www.fool.com/investing/2021/05/05/2-gaming-stocks-that-have-a-killer-advantage/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133528055","content_text":"The video gaming industry is probably bigger than you think it is. Companies in the industry generate $180 billion in annual revenue worldwide. When compared with other entertainment sectors, that's bigger than the film industry ($100 billion) and the sports industry ($75 billion) combined. While gaming hardware being sold by Sony, Microsoft, and Nintendo makes up a significant percentage of that revenue, the vast majority (roughly $167 billion) is related to software sales.There are numerous software companies in this sector, many of them private. Among the highly successful public companies on the software side are names like Activision Blizzard, Electronic Arts, Take-Two Interactive, and Ubisoft.Two video game-related investments I particularly like are Sea Limited (NYSE:SE) and Unity Software (NYSE:U). Here's why.1. Sea Limited is a platform companyWhen Sea first began, it was a video gaming company called Garena, short for \"Gaming Arena.\" It's a virtual place to play and watch video games across southeast Asia (and now South America as well). The most famous video game the company introduced is Free Fire, a battle royale mobile game. It's a free game, but many addicted customers spend within the game anyway, buying additional weapons or character improvements. That's why Sea's \"free game\" brought in more than $2 billion in revenue in 2020.As CEO Forrest Li said on a conference call, \"Free Fire was once again a key driver of Garena's outperformance. According to App Annie, it continues to be the highest-grossing mobile game in Latin America and Southeast Asia in the fourth quarter, as well as the full year of 2020. It has maintained the top ranking for six consecutive quarters.\"The popularity of the game continues to astound. As Li put it, \"We're also pleased to share that Free Fire was once again the most downloaded mobile game in the world in 2020, according to App Annie. This is the second year in a row that Free Fire was ranked first globally.\"One major difference between Sea and all its competitors is when these companies were founded. Li created Sea in 2009, which is important because it's after the introduction of the iPhone in 2007. Not surprisingly, Sea has always focused on mobile games. The major American (and French) games companies were all started back in the 20th century, and have always focused on creating games for the various hardware platforms. They have been late to the mobile revolution, and have been trying to play catch-up, mostly by acquisition.Software companyYear foundedActivision1979Entertainment Arts1982Ubisoft1986Blizzard1991Take-Two Interactive1993Sea Limited2009Founding dates based on reporting from Wikipedia. (Activision and Blizzard merged in 2008.)Sea has had a major head start in mobile games, which is its killer advantage. As Motley Fool Rulebreaker fans would say, the company was a first mover in an important, emerging industry. But what's really killing the competition is how Sea took advantage of its head start and locked in its popularity with its mobile audience, using the revenue generated to fund expansion into new revenue opportunities such as opening up an e-commerce site, Shopee, and creating a mobile payments platform, Sea Money. Now the network effect is helping to cement its position as the top internet company in Southeast Asia.2. Unity Software is a distributor, not a developerUnlike Sea and the rest of the software brigade, Unity Software does not develop any video games itself. Instead, Unity provides a suite of advanced software tools to help other companies more efficiently create video games. Unity also provides distribution for smaller studios that create fun games for our smartphones. Unity enjoys a duopoly with competitor Epic Games in that regard.While Epic Games is best known publicly for its popular Fortnite game, in the industry Epic is best known for its Unreal engine, the software that competes with Unity in providing tools for game developers. While Unreal is known for its high-end computer graphics, Unity's focus has been on simpler tools that do the same thing. Because of its simplicity, Unity is generally winning on the mobile side. In the fourth quarter, Unity management reported that 71% of the top 1,000 mobile games were made on its platform. That's amazing dominance in mobile, the fastest-growing segment of the gaming industry.As a distributor, Unity will make a lot of money in the gaming industry with much less risk than content creators face. Studios can spend millions of dollars introducing a new game and quickly go out of business if the game fails to achieve any popularity. A distributor like Unity makes its profits as the entire industry advances, earning a share of all sales from the games using its platform, whether they succeed or not.It's the platform, in other words, that gives Unity its killer advantage. And this platform also has a powerful moat. Software developers are trained on specific tools. For a new threat to Unity to emerge, the technological advance would have to be so amazing that industry veterans would spend the time to \"go back to school\" and learn a whole new system. Right now, most software developers have a favorite between Unity and Epic's Unreal. Some are equally adept with both technologies. But few would be interested in spending months learning a third system unless they really had to do it.What makes Unity a particularly exciting investment is that it's the leading software engine in the creation of virtual reality (VR) and augmented reality (AR) games. While this is a tiny segment of the industry right now, it's expected to be massive in the next decade or two because its applications stretch beyond just gaming. For instance, Autodesk is now using Unity's tools in the architecture vertical, and Volkswagen used Unity's software to build an online showroom for its automobiles.Investor takeawayWhile there will be many winners in the gaming industry, Sea Limited and Unity are particularly strong investments because these companies enjoy powerful network effects. Indeed, both of these companies are so strong right now that they are using their leadership roles in gaming software in order to seize market share in other industries as well. That will help these stocks reward investors for many years to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193307035,"gmtCreate":1620750599827,"gmtModify":1704347883452,"author":{"id":"3582197782929568","authorId":"3582197782929568","name":"HappyMag","avatar":"https://static.tigerbbs.com/933af2922a72b38297891614f61d9c72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582197782929568","authorIdStr":"3582197782929568"},"themes":[],"htmlText":"I see red&nbsp;","listText":"I see red&nbsp;","text":"I see red","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193307035","repostId":"2134657299","repostType":2,"repost":{"id":"2134657299","kind":"news","pubTimestamp":1620707024,"share":"https://ttm.financial/m/news/2134657299?lang=&edition=fundamental","pubTime":"2021-05-11 12:23","market":"us","language":"en","title":"Global Tech Selloff Deepens as Chinese Index Sinks 30% From High","url":"https://stock-news.laohu8.com/highlight/detail?id=2134657299","media":"Bloomberg","summary":"(Bloomberg) -- The worldwide slump in technology stocks deepened on Tuesday, with fresh signs of reg","content":"<p>(Bloomberg) -- The worldwide slump in technology stocks deepened on Tuesday, with fresh signs of regulatory scrutiny in China adding to investor angst over inflation and stretched valuations.</p><p>The Hang Seng Tech Index sank as much as 4.5%, extending its tumble from a February high to about 30%. Meituan paced declines after the Chinese e-commerce giant’s business practices were criticized by an influential consumer advocacy group, just days after the company’s CEO shared and then deleted a poem on social media that some interpreted as a veiled criticism of Beijing.</p><p>Losses in Taiwan Semiconductor Manufacturing Co. helped send <a href=\"https://laohu8.com/S/MSCI\">MSCI Inc</a>.’s gauge of Asian tech stocks to its biggest drop since Feb. 26, while futures on the Nasdaq 100 extended declines after a 2.6% drop on Monday.</p><p>Chinese tech giants have borne the brunt of the sector’s retreat this month, after regulators expanded an antitrust crackdown and announced steps to rein in the companies’ fast-growing finance units.</p><p>The stocks had benefited from a flood of money into the global tech sector last year, when the pandemic stoked demand for online services and low interest rates encouraged investors to overlook frothy equity prices. Now concern is mounting that commodity-fueled inflation will prompt central banks to tighten monetary policy, denting the appeal of stocks whose valuations often hinge on earnings prospects far into the future. With the Nasdaq 100 still trading about 5% from its all-time high last month, some market participants see a good window to take profits.</p><p>Investors “continue to place their focus on the inflation narrative, with rising commodities prices and chip shortages in play,” said Yeap Jun Rong, a market strategist at IG Asia Pte. “Concerns of higher inflation may weigh on growth stocks.”</p>","source":"yahoofinance","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>Global Tech Selloff Deepens as Chinese Index Sinks 30% From High</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\">\nGlobal Tech Selloff Deepens as Chinese Index Sinks 30% From High\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-11 12:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/global-tech-selloff-deepens-chinese-042344622.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- The worldwide slump in technology stocks deepened on Tuesday, with fresh signs of regulatory scrutiny in China adding to investor angst over inflation and stretched valuations.The Hang ...</p>\n\n<a href=\"https://finance.yahoo.com/news/global-tech-selloff-deepens-chinese-042344622.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSCI":"MSCI Inc","JPM":"摩根大通","HSBC":"汇丰","TSM":"台积电","PU6D.SI":"HSBC ADR 10","03145":"华夏亚洲高息股"},"source_url":"https://finance.yahoo.com/news/global-tech-selloff-deepens-chinese-042344622.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2134657299","content_text":"(Bloomberg) -- The worldwide slump in technology stocks deepened on Tuesday, with fresh signs of regulatory scrutiny in China adding to investor angst over inflation and stretched valuations.The Hang Seng Tech Index sank as much as 4.5%, extending its tumble from a February high to about 30%. Meituan paced declines after the Chinese e-commerce giant’s business practices were criticized by an influential consumer advocacy group, just days after the company’s CEO shared and then deleted a poem on social media that some interpreted as a veiled criticism of Beijing.Losses in Taiwan Semiconductor Manufacturing Co. helped send MSCI Inc.’s gauge of Asian tech stocks to its biggest drop since Feb. 26, while futures on the Nasdaq 100 extended declines after a 2.6% drop on Monday.Chinese tech giants have borne the brunt of the sector’s retreat this month, after regulators expanded an antitrust crackdown and announced steps to rein in the companies’ fast-growing finance units.The stocks had benefited from a flood of money into the global tech sector last year, when the pandemic stoked demand for online services and low interest rates encouraged investors to overlook frothy equity prices. Now concern is mounting that commodity-fueled inflation will prompt central banks to tighten monetary policy, denting the appeal of stocks whose valuations often hinge on earnings prospects far into the future. With the Nasdaq 100 still trading about 5% from its all-time high last month, some market participants see a good window to take profits.Investors “continue to place their focus on the inflation narrative, with rising commodities prices and chip shortages in play,” said Yeap Jun Rong, a market strategist at IG Asia Pte. “Concerns of higher inflation may weigh on growth stocks.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193308057,"gmtCreate":1620749942179,"gmtModify":1704347876570,"author":{"id":"3582197782929568","authorId":"3582197782929568","name":"HappyMag","avatar":"https://static.tigerbbs.com/933af2922a72b38297891614f61d9c72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582197782929568","authorIdStr":"3582197782929568"},"themes":[],"htmlText":"Wonder should I buy more yo even out or wait","listText":"Wonder should I buy more yo even out or wait","text":"Wonder should I buy more yo even out or wait","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193308057","repostId":"1153941496","repostType":2,"repost":{"id":"1153941496","kind":"news","pubTimestamp":1620742696,"share":"https://ttm.financial/m/news/1153941496?lang=&edition=fundamental","pubTime":"2021-05-11 22:18","market":"us","language":"en","title":"Don’t Look Now, but Nio Stock Is Becoming an Investment Not a Trade","url":"https://stock-news.laohu8.com/highlight/detail?id=1153941496","media":"InvestorPlace","summary":"Investors continue to expect more from NIO stock.\n\nLooking at the 12-month stock chart forNio(NYSE:N","content":"<blockquote>\n Investors continue to expect more from NIO stock.\n</blockquote>\n<p>Looking at the 12-month stock chart for<b>Nio</b>(NYSE:<b><u>NIO</u></b>) stock shows what happens when an entire sector becomes a bubble. For much of 2020, NIO could do no wrong.</p>\n<p>In 2021, however, it appears as if the electric vehicle (EV) manufacturer can’t do anything good enough for investors. As of this writing, NIO stock is down about 30% for the year.</p>\n<p>Frequently labeled “the<b>Tesla</b>&nbsp;(NASDAQ:<b><u>TSLA</u></b>) of China,” Nio is making strong inroads in its home country.</p>\n<p>In its recently released first-quarter 2021 earnings, thecompanyreported deliveries of over 20,000&nbsp;for the first time and isprojecting deliveries of 21,000 to 22,000 vehicles&nbsp;in Q2 for revenue between $1.24billon&nbsp;and $1.29 billion.</p>\n<p>Nio also justlaunched its services in Norway. This is another area in which Nio delivered on expectations it gave investors.</p>\n<p>Investors seem unimpressed, possibly because of EV fatigue. Also, a global semiconductor chip shortage is likely to curtail Nio’s growth in the short term.&nbsp;However&nbsp;the chip shortage is neither of Nio’s creation, nor is Nio the only company subject to any fallout from it.</p>\n<p>Nevertheless, as I wrote back in March, with a market cap of just under $60 billion, Nio is facing theprivilege of expectations.</p>\n<p>Right now that means anything that suggests Nio won’t meet what will need to be lofty revenue expectations (in addition to turning a profit) is a drag on the stock.</p>\n<p><b>What Makes Nio Different?</b></p>\n<p>The company’s battery-as-a-service (BaaS) is a real innovation and one that is currently exclusive to Nio. The benefit of BaaS is reflected in the sticker price of a Nio vehicle.</p>\n<p>However&nbsp;I think the larger story with BaaS is that it takes an agnostic approach to the charging problem. And charging is a concern that is on prospective EVowners’&nbsp;minds. A 2021<i>Autolist</i>&nbsp;surveyidentifiesEV battery range as being the primary concern&nbsp;among over 60% of respondents. But the larger story is that price and charging infrastructure came in second and third respectively.</p>\n<p>This creates a win-win-win situation for Nio. With the ability for owners to swap their batteries in what Nio claims will beless than three minutes, range becomes less of a concern.</p>\n<p>Plus, being able to sell the battery as a separate item lowers the price of a Nio which already benefits from subsidies.</p>\n<p>Although Nio’s BaaS program helps eliminate some of the range concerns for EV’s, the company does sell EV accessories including charging stations and internet connection services for its vehicles.</p>\n<p>As Louis Navellier recently wrote, revenue from these businessesincreased by 395.3% year-over-year, and&nbsp;the $88 million in revenue was a 23.4% increase from Q4 2020.</p>\n<p><b>Long-Term Outlook for NIO Stock</b></p>\n<p>One thing that I always look at in my investing decisions (and quitefrankly&nbsp;a lot of decisions period) is the cost of being wrong.</p>\n<p>Just one year ago, the cost of being wrong on Nio was severe. NIO stock looked like a candidate to go bankrupt.</p>\n<p>If you say you knew that the company was going to get a lifeline from the Chinese government, then you have access to a lot more inside information than most investors.</p>\n<p>Today, the risk premium for Nio is much smaller. That’s not to say that shares may not still have more room to fall, but this is the privilege of expectations.</p>\n<p>Analysts are generally bullish on NIO stock with a 12-month price target of $50.78 which would be a gain of over 37% from the stock’s current level.</p>\n<p>NIO stock has traded within apretty wide&nbsp;range in the past month.So&nbsp;you may want to wait for a little more consolidation to find a clear entry point before adding to or entering a position.</p>\n<p><i>On the date of publication Chris Markoch did not have (either directly or indirectly) any positions in the securities mentioned in this article.</i></p>","source":"lsy1606302653667","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>Don’t Look Now, but Nio Stock Is Becoming an Investment Not a Trade</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\">\nDon’t Look Now, but Nio Stock Is Becoming an Investment Not a Trade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-11 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/05/nio-stock-is-long-term-investment-not-short-term-trade/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors continue to expect more from NIO stock.\n\nLooking at the 12-month stock chart forNio(NYSE:NIO) stock shows what happens when an entire sector becomes a bubble. For much of 2020, NIO could do ...</p>\n\n<a href=\"https://investorplace.com/2021/05/nio-stock-is-long-term-investment-not-short-term-trade/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2021/05/nio-stock-is-long-term-investment-not-short-term-trade/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153941496","content_text":"Investors continue to expect more from NIO stock.\n\nLooking at the 12-month stock chart forNio(NYSE:NIO) stock shows what happens when an entire sector becomes a bubble. For much of 2020, NIO could do no wrong.\nIn 2021, however, it appears as if the electric vehicle (EV) manufacturer can’t do anything good enough for investors. As of this writing, NIO stock is down about 30% for the year.\nFrequently labeled “theTesla (NASDAQ:TSLA) of China,” Nio is making strong inroads in its home country.\nIn its recently released first-quarter 2021 earnings, thecompanyreported deliveries of over 20,000 for the first time and isprojecting deliveries of 21,000 to 22,000 vehicles in Q2 for revenue between $1.24billon and $1.29 billion.\nNio also justlaunched its services in Norway. This is another area in which Nio delivered on expectations it gave investors.\nInvestors seem unimpressed, possibly because of EV fatigue. Also, a global semiconductor chip shortage is likely to curtail Nio’s growth in the short term. However the chip shortage is neither of Nio’s creation, nor is Nio the only company subject to any fallout from it.\nNevertheless, as I wrote back in March, with a market cap of just under $60 billion, Nio is facing theprivilege of expectations.\nRight now that means anything that suggests Nio won’t meet what will need to be lofty revenue expectations (in addition to turning a profit) is a drag on the stock.\nWhat Makes Nio Different?\nThe company’s battery-as-a-service (BaaS) is a real innovation and one that is currently exclusive to Nio. The benefit of BaaS is reflected in the sticker price of a Nio vehicle.\nHowever I think the larger story with BaaS is that it takes an agnostic approach to the charging problem. And charging is a concern that is on prospective EVowners’ minds. A 2021Autolist surveyidentifiesEV battery range as being the primary concern among over 60% of respondents. But the larger story is that price and charging infrastructure came in second and third respectively.\nThis creates a win-win-win situation for Nio. With the ability for owners to swap their batteries in what Nio claims will beless than three minutes, range becomes less of a concern.\nPlus, being able to sell the battery as a separate item lowers the price of a Nio which already benefits from subsidies.\nAlthough Nio’s BaaS program helps eliminate some of the range concerns for EV’s, the company does sell EV accessories including charging stations and internet connection services for its vehicles.\nAs Louis Navellier recently wrote, revenue from these businessesincreased by 395.3% year-over-year, and the $88 million in revenue was a 23.4% increase from Q4 2020.\nLong-Term Outlook for NIO Stock\nOne thing that I always look at in my investing decisions (and quitefrankly a lot of decisions period) is the cost of being wrong.\nJust one year ago, the cost of being wrong on Nio was severe. NIO stock looked like a candidate to go bankrupt.\nIf you say you knew that the company was going to get a lifeline from the Chinese government, then you have access to a lot more inside information than most investors.\nToday, the risk premium for Nio is much smaller. That’s not to say that shares may not still have more room to fall, but this is the privilege of expectations.\nAnalysts are generally bullish on NIO stock with a 12-month price target of $50.78 which would be a gain of over 37% from the stock’s current level.\nNIO stock has traded within apretty wide range in the past month.So you may want to wait for a little more consolidation to find a clear entry point before adding to or entering a position.\nOn the date of publication Chris Markoch did not have (either directly or indirectly) any positions in the securities mentioned in this article.","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101608369,"gmtCreate":1619886204251,"gmtModify":1704336068760,"author":{"id":"3582197782929568","authorId":"3582197782929568","name":"HappyMag","avatar":"https://static.tigerbbs.com/933af2922a72b38297891614f61d9c72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582197782929568","authorIdStr":"3582197782929568"},"themes":[],"htmlText":"EV will continue to grow globally... good for both..&nbsp;","listText":"EV will continue to grow globally... good for both..&nbsp;","text":"EV will continue to grow globally... good for both..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/101608369","repostId":"1137943982","repostType":2,"repost":{"id":"1137943982","kind":"news","pubTimestamp":1619749878,"share":"https://ttm.financial/m/news/1137943982?lang=&edition=fundamental","pubTime":"2021-04-30 10:31","market":"us","language":"en","title":"XPeng Vs. NIO: Which EV Stock Is The Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1137943982","media":"seekingalpha","summary":"The EV industry experiences high growth rates and there are many new market entrants.NIO and XPeng belong to the highest-growth EV companies and have a lot of potential in their home market China.Both have some unique offerings, trade at a discount compared to Tesla, and grow more quickly. But which one is the better choice?Electric vehicle companies have experienced a big increase in investor interest over the last year, as the EV market continued to expand at a rapid pace. The number of EV sto","content":"<p><b>Summary</b></p>\n<ul>\n <li>The EV industry experiences high growth rates and there are many new market entrants.</li>\n <li>NIO and XPeng belong to the highest-growth EV companies and have a lot of potential in their home market China.</li>\n <li>Both have some unique offerings, trade at a discount compared to Tesla, and grow more quickly. But which one is the better choice?</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4aaa88cf5d3f942b0de6eda862dd6dd\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by jonathanfilskov-photography/iStock via Getty Images</span></p>\n<p>Electric vehicle companies have experienced a big increase in investor interest over the last year, as the EV market continued to expand at a rapid pace. The number of EV stocks investors can choose from continues to rise as well, and two of the biggest ones are NIO (NIO) and XPeng (XPEV). In this article, we will take a look at these two major Chinese EV pure-plays to decide which one may be a better investment.</p>\n<p><b>XPeng Versus NIO Stock</b></p>\n<p>XPeng Inc and NIO Inc have both seen their share prices rise considerably over the last year. New investors rushed into markets, while interest in EV stocks rose, which could be seen in the share prices of the likes of Tesla (TSLA), but also with these two Chinese EV players:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76ba39e1d303590ed1db133e32f7f347\" tg-width=\"635\" tg-height=\"467\"><span>Data by YCharts</span></p>\n<p>Right now, with shares trading at $41 and $31, respectively, NIO and XPeng are valued at $67 billion and $25 billion. This is a far cry from the $700 billion Tesla is valued at, but both NIO and XPeng still belong to the EV pure-plays with the highest market capitalizations. Others in this category include BYD (OTCPK:BYDDY) and Li Auto (LI).</p>\n<p>The big share price increases these two companies have experienced bring up the question of whether these valuations do make sense. This is a question where some will agree and others will not - both companies are growing very fast, which naturally warrants a higher valuation, but on the other hand, they are both not profitable yet, and current forecasts do see them remain unprofitable through 2022. We will take a closer look at valuation further down in this article.</p>\n<p><b>Exposure To The High-Growth Chinese EV Market</b></p>\n<p>Both companies are located in China, manufacture their cars in China, and primarily sell their vehicles in China. China is one of the biggest EV markets in the world, and the biggest overall automobile market globally. Chinese politicians have ambitious goals of increasing the amount of EVs on the country's roads, partially due to a need to reduce local emissions in order to fight smog troubles. On top of that, China has a rapidly growing middle class, which is, of course, a major tailwind for consumption, which also benefits purchases of EVs and other vehicles.</p>\n<p>In 2020, 1.3 million EVs were sold in China, which represents about 40% of the global EV market. Forecasts see a&nbsp;50% increase&nbsp;in EVs being sold in China in 2021, which gets us to an estimated 2.0 million electric vehicles being sold in China this year.</p>\n<p>The high growth rate in their home market has been a major driver for both NIO's and XPeng's growth. During 2020, NIO sold&nbsp;44,000 vehicles, but a lot more growth is forecasted for the current year. NIO planned to sell more than 20,000 vehicles in Q1 alone, which equates to an annual pace of more than 80,000, and with further ramp-up expected for Q2-Q4, it is likely that NIO will sell at least 100,000 of its EVs this year.</p>\n<p>Xiaopeng Motors, on the other hand,has sold 27,000 vehicles&nbsp;in 2020, albeit its pace already stood at more than 50,000 vehicles annually in Q4. XPeng has guided for at least 12,500 EVs being sold in Q1, and factoring in the seasonality of the business and further ramp-up of production in coming quarters, it is very likely that XPeng will more than double its sales this year.</p>\n<p>Looking at analyst estimates, we see that this year's strong growth that is expected for both companies is not an outlier. Instead, 2022 will be another year during which both NIO and XPeng should grow at a strong pace.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d2acba3a3368db073de724bd97eb71c\" tg-width=\"635\" tg-height=\"436\"><span>Data by YCharts</span></p>\n<p>NIO is forecasted to grow its revenues to $5.4 billion this year, with another 59% growth forecasted for 2022, while revenues for 2023 are expected at $12.5 billion (up 45% versus 2022's expected revenues).</p>\n<p>XPeng data is not available at YCharts, but the growth curves look very strong as well -analysts are forecasting&nbsp;that revenues will hit $2.1 billion this year (up 130% versus 2020), and that revenues during 2022 will hit $4.2 billion, up by another 100%.</p>\n<p>Among the two, NIO is the larger one by both vehicle deliveries and revenues, which is also reflected in its higher valuation. XPeng, however, with its strong expected growth, will also become a much larger player in this space over the next couple of years.</p>\n<p>Looking at market share, we see that NIO sells about one in every 20 EVs in China, while XPeng, due to its smaller size, sells about one in every 35 EVs. Both have bigger peers in their home market China, including Tesla, but at the same time, both NIO and XPeng are growing faster than the market. This should result in ongoing market share gains for both companies over the coming years. Thanks to the ongoing introduction of new models and their aggressive growth plans, it seems likely that both companies will continue to gain share over the coming years, as their above-market growth will be maintained.</p>\n<p><b>Unique Pros For NIO And XPeng</b></p>\n<p>When looking at unique selling points for these two companies in the crowded EV market, both are trying to set themselves aside from competitors. One of NIO's best arguments for why consumers should buy a NIO-branded car is its battery-swapping technology and battery-as-a-service offering. This service allows consumers to swap their batteries in a couple of minutes, which negates one of the main arguments consumers may still hold against EVs - that it takes too long to recharge a vehicle while on a road trip or similar.</p>\n<p>With NIO's technology, which has been used millions of times already, this isn't a concern, at least while consumers live and travel in a geographic area with a dense battery-swapping network. Such networks do not exist outside of China yet, but in its home market, NIO can clearly differentiate itself from competitors with BAAS.</p>\n<p>XPeng, on the other hand, is working hard on branding itself as the \"Smart EV\" company. It puts an above-average focus on R&amp;D and is working hard on bringing smart technologies like advanced driver assistance systems to consumers. This strategy is primarily aimed at younger consumers. XPeng has managed to become one of the more popular EV players in China, but its offering is still not as unique as NIO's BAAS.</p>\n<p><b>Chinese EV Market: Tailwinds For Domestic Producers</b></p>\n<p>Tesla is still the largest EV player in the world, and it also sells a large amount of cars in China. Recent news, however, shows why domestic producers may ultimately be favored in China. Tesla is experiencing more scrutiny by the Chinese government and Chinese regulators, which has gotten so far that Tesla vehicles have been prevented from&nbsp;accessing some highways&nbsp;in the country due to safety concerns. Its vehicles have also reportedly been banned from military bases in the country, and the company has also experienced&nbsp;social media campaigns&nbsp;that are very unfavorable towards Tesla.</p>\n<p>It looks like a theme that has been visible in other industries as well - Chinese regulators and governments favor domestic producers - could hold true in the high-growth EV industry as well. This positions NIO and XPeng well for success in their home countries.</p>\n<p><b>NIO And XPeng: Valuation</b></p>\n<p>Since both companies aren't profitable yet, we can't use earnings multiple to decide whether they are undervalued or not. We can, however, look at revenue multiples to deduce whether shares are favorably priced right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12557115440606d283aa6aa8ff14c611\" tg-width=\"635\" tg-height=\"433\"><span>Data by YCharts</span></p>\n<p>NIO is trading at 5.6 times 2023's expected revenue, while XPeng is valued at roughly 3 times 2023's expected revenue (data not available on YCharts). This compares favorably versus the current EV king Tesla, which trades at 8 times 2023's expected revenue. On the other hand, however, both NIO and XPeng are of course way more expensive than legacy auto companies with a growing EV presence, including Volkswagen (OTCPK:VWAGY), which trades at less than 1 times its annual sales.</p>\n<p><b>Is NIO Or XPeng A Buy</b></p>\n<p>Both companies enjoy high growth rates, have shown solid Q1 results, and both benefit from China's policy of favoring domestic companies in a range of ways. It can be expected that both NIO Inc and XPeng Inc will continue to do well operationally, and it is also worth mentioning that both companies are significantly less expensive than Tesla, the current leader in the EV space. It is noteworthy that NIO and XPeng are less expensive despite delivering stronger growth rates on a relative basis.</p>\n<p>At the same time, however, one can't say that either of these companies is inexpensive - they both still trade at large premiums over legacy auto companies.</p>\n<p>Due to the fact that NIO has gotten farther in growing its business so far, combined with the very unique BAAS offering that clearly differentiates it from peers and provides a major reason to use its products, I see it as a more favorable choice than XPeng generally. I believe this warrants a premium versus XPeng, which isn't as uniquely positioned and could experience more growing pains in coming years due to its smaller size.</p>\n<p>Nevertheless, due to valuation, I don't think NIO's shares are a great buy right here, even though I would prefer them over those of XPeng (and I would prefer both over those of Tesla). Investors may want to wait for more favorable prices before entering or expanding a position if the current valuation gives them a pause - both when it comes to these two companies, as well as when other EV companies are considered.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Vs. NIO: Which EV Stock Is The Better Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng Vs. NIO: Which EV Stock Is The Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-30 10:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4422352-xpeng-vs-nio-stock-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe EV industry experiences high growth rates and there are many new market entrants.\nNIO and XPeng belong to the highest-growth EV companies and have a lot of potential in their home market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4422352-xpeng-vs-nio-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4422352-xpeng-vs-nio-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1137943982","content_text":"Summary\n\nThe EV industry experiences high growth rates and there are many new market entrants.\nNIO and XPeng belong to the highest-growth EV companies and have a lot of potential in their home market China.\nBoth have some unique offerings, trade at a discount compared to Tesla, and grow more quickly. But which one is the better choice?\n\nPhoto by jonathanfilskov-photography/iStock via Getty Images\nElectric vehicle companies have experienced a big increase in investor interest over the last year, as the EV market continued to expand at a rapid pace. The number of EV stocks investors can choose from continues to rise as well, and two of the biggest ones are NIO (NIO) and XPeng (XPEV). In this article, we will take a look at these two major Chinese EV pure-plays to decide which one may be a better investment.\nXPeng Versus NIO Stock\nXPeng Inc and NIO Inc have both seen their share prices rise considerably over the last year. New investors rushed into markets, while interest in EV stocks rose, which could be seen in the share prices of the likes of Tesla (TSLA), but also with these two Chinese EV players:\nData by YCharts\nRight now, with shares trading at $41 and $31, respectively, NIO and XPeng are valued at $67 billion and $25 billion. This is a far cry from the $700 billion Tesla is valued at, but both NIO and XPeng still belong to the EV pure-plays with the highest market capitalizations. Others in this category include BYD (OTCPK:BYDDY) and Li Auto (LI).\nThe big share price increases these two companies have experienced bring up the question of whether these valuations do make sense. This is a question where some will agree and others will not - both companies are growing very fast, which naturally warrants a higher valuation, but on the other hand, they are both not profitable yet, and current forecasts do see them remain unprofitable through 2022. We will take a closer look at valuation further down in this article.\nExposure To The High-Growth Chinese EV Market\nBoth companies are located in China, manufacture their cars in China, and primarily sell their vehicles in China. China is one of the biggest EV markets in the world, and the biggest overall automobile market globally. Chinese politicians have ambitious goals of increasing the amount of EVs on the country's roads, partially due to a need to reduce local emissions in order to fight smog troubles. On top of that, China has a rapidly growing middle class, which is, of course, a major tailwind for consumption, which also benefits purchases of EVs and other vehicles.\nIn 2020, 1.3 million EVs were sold in China, which represents about 40% of the global EV market. Forecasts see a 50% increase in EVs being sold in China in 2021, which gets us to an estimated 2.0 million electric vehicles being sold in China this year.\nThe high growth rate in their home market has been a major driver for both NIO's and XPeng's growth. During 2020, NIO sold 44,000 vehicles, but a lot more growth is forecasted for the current year. NIO planned to sell more than 20,000 vehicles in Q1 alone, which equates to an annual pace of more than 80,000, and with further ramp-up expected for Q2-Q4, it is likely that NIO will sell at least 100,000 of its EVs this year.\nXiaopeng Motors, on the other hand,has sold 27,000 vehicles in 2020, albeit its pace already stood at more than 50,000 vehicles annually in Q4. XPeng has guided for at least 12,500 EVs being sold in Q1, and factoring in the seasonality of the business and further ramp-up of production in coming quarters, it is very likely that XPeng will more than double its sales this year.\nLooking at analyst estimates, we see that this year's strong growth that is expected for both companies is not an outlier. Instead, 2022 will be another year during which both NIO and XPeng should grow at a strong pace.\nData by YCharts\nNIO is forecasted to grow its revenues to $5.4 billion this year, with another 59% growth forecasted for 2022, while revenues for 2023 are expected at $12.5 billion (up 45% versus 2022's expected revenues).\nXPeng data is not available at YCharts, but the growth curves look very strong as well -analysts are forecasting that revenues will hit $2.1 billion this year (up 130% versus 2020), and that revenues during 2022 will hit $4.2 billion, up by another 100%.\nAmong the two, NIO is the larger one by both vehicle deliveries and revenues, which is also reflected in its higher valuation. XPeng, however, with its strong expected growth, will also become a much larger player in this space over the next couple of years.\nLooking at market share, we see that NIO sells about one in every 20 EVs in China, while XPeng, due to its smaller size, sells about one in every 35 EVs. Both have bigger peers in their home market China, including Tesla, but at the same time, both NIO and XPeng are growing faster than the market. This should result in ongoing market share gains for both companies over the coming years. Thanks to the ongoing introduction of new models and their aggressive growth plans, it seems likely that both companies will continue to gain share over the coming years, as their above-market growth will be maintained.\nUnique Pros For NIO And XPeng\nWhen looking at unique selling points for these two companies in the crowded EV market, both are trying to set themselves aside from competitors. One of NIO's best arguments for why consumers should buy a NIO-branded car is its battery-swapping technology and battery-as-a-service offering. This service allows consumers to swap their batteries in a couple of minutes, which negates one of the main arguments consumers may still hold against EVs - that it takes too long to recharge a vehicle while on a road trip or similar.\nWith NIO's technology, which has been used millions of times already, this isn't a concern, at least while consumers live and travel in a geographic area with a dense battery-swapping network. Such networks do not exist outside of China yet, but in its home market, NIO can clearly differentiate itself from competitors with BAAS.\nXPeng, on the other hand, is working hard on branding itself as the \"Smart EV\" company. It puts an above-average focus on R&D and is working hard on bringing smart technologies like advanced driver assistance systems to consumers. This strategy is primarily aimed at younger consumers. XPeng has managed to become one of the more popular EV players in China, but its offering is still not as unique as NIO's BAAS.\nChinese EV Market: Tailwinds For Domestic Producers\nTesla is still the largest EV player in the world, and it also sells a large amount of cars in China. Recent news, however, shows why domestic producers may ultimately be favored in China. Tesla is experiencing more scrutiny by the Chinese government and Chinese regulators, which has gotten so far that Tesla vehicles have been prevented from accessing some highways in the country due to safety concerns. Its vehicles have also reportedly been banned from military bases in the country, and the company has also experienced social media campaigns that are very unfavorable towards Tesla.\nIt looks like a theme that has been visible in other industries as well - Chinese regulators and governments favor domestic producers - could hold true in the high-growth EV industry as well. This positions NIO and XPeng well for success in their home countries.\nNIO And XPeng: Valuation\nSince both companies aren't profitable yet, we can't use earnings multiple to decide whether they are undervalued or not. We can, however, look at revenue multiples to deduce whether shares are favorably priced right now.\nData by YCharts\nNIO is trading at 5.6 times 2023's expected revenue, while XPeng is valued at roughly 3 times 2023's expected revenue (data not available on YCharts). This compares favorably versus the current EV king Tesla, which trades at 8 times 2023's expected revenue. On the other hand, however, both NIO and XPeng are of course way more expensive than legacy auto companies with a growing EV presence, including Volkswagen (OTCPK:VWAGY), which trades at less than 1 times its annual sales.\nIs NIO Or XPeng A Buy\nBoth companies enjoy high growth rates, have shown solid Q1 results, and both benefit from China's policy of favoring domestic companies in a range of ways. It can be expected that both NIO Inc and XPeng Inc will continue to do well operationally, and it is also worth mentioning that both companies are significantly less expensive than Tesla, the current leader in the EV space. It is noteworthy that NIO and XPeng are less expensive despite delivering stronger growth rates on a relative basis.\nAt the same time, however, one can't say that either of these companies is inexpensive - they both still trade at large premiums over legacy auto companies.\nDue to the fact that NIO has gotten farther in growing its business so far, combined with the very unique BAAS offering that clearly differentiates it from peers and provides a major reason to use its products, I see it as a more favorable choice than XPeng generally. I believe this warrants a premium versus XPeng, which isn't as uniquely positioned and could experience more growing pains in coming years due to its smaller size.\nNevertheless, due to valuation, I don't think NIO's shares are a great buy right here, even though I would prefer them over those of XPeng (and I would prefer both over those of Tesla). Investors may want to wait for more favorable prices before entering or expanding a position if the current valuation gives them a pause - both when it comes to these two companies, as well as when other EV companies are considered.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":191948225,"gmtCreate":1620837205167,"gmtModify":1704349200230,"author":{"id":"3582197782929568","authorId":"3582197782929568","name":"HappyMag","avatar":"https://static.tigerbbs.com/933af2922a72b38297891614f61d9c72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582197782929568","authorIdStr":"3582197782929568"},"themes":[],"htmlText":"I am not selling","listText":"I am not selling","text":"I am not selling","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/191948225","repostId":"1165517668","repostType":4,"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101608369,"gmtCreate":1619886204251,"gmtModify":1704336068760,"author":{"id":"3582197782929568","authorId":"3582197782929568","name":"HappyMag","avatar":"https://static.tigerbbs.com/933af2922a72b38297891614f61d9c72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582197782929568","authorIdStr":"3582197782929568"},"themes":[],"htmlText":"EV will continue to grow globally... good for both..&nbsp;","listText":"EV will continue to grow globally... good for both..&nbsp;","text":"EV will continue to grow globally... good for both..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/101608369","repostId":"1137943982","repostType":2,"repost":{"id":"1137943982","kind":"news","pubTimestamp":1619749878,"share":"https://ttm.financial/m/news/1137943982?lang=&edition=fundamental","pubTime":"2021-04-30 10:31","market":"us","language":"en","title":"XPeng Vs. NIO: Which EV Stock Is The Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1137943982","media":"seekingalpha","summary":"The EV industry experiences high growth rates and there are many new market entrants.NIO and XPeng belong to the highest-growth EV companies and have a lot of potential in their home market China.Both have some unique offerings, trade at a discount compared to Tesla, and grow more quickly. But which one is the better choice?Electric vehicle companies have experienced a big increase in investor interest over the last year, as the EV market continued to expand at a rapid pace. The number of EV sto","content":"<p><b>Summary</b></p>\n<ul>\n <li>The EV industry experiences high growth rates and there are many new market entrants.</li>\n <li>NIO and XPeng belong to the highest-growth EV companies and have a lot of potential in their home market China.</li>\n <li>Both have some unique offerings, trade at a discount compared to Tesla, and grow more quickly. But which one is the better choice?</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4aaa88cf5d3f942b0de6eda862dd6dd\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by jonathanfilskov-photography/iStock via Getty Images</span></p>\n<p>Electric vehicle companies have experienced a big increase in investor interest over the last year, as the EV market continued to expand at a rapid pace. The number of EV stocks investors can choose from continues to rise as well, and two of the biggest ones are NIO (NIO) and XPeng (XPEV). In this article, we will take a look at these two major Chinese EV pure-plays to decide which one may be a better investment.</p>\n<p><b>XPeng Versus NIO Stock</b></p>\n<p>XPeng Inc and NIO Inc have both seen their share prices rise considerably over the last year. New investors rushed into markets, while interest in EV stocks rose, which could be seen in the share prices of the likes of Tesla (TSLA), but also with these two Chinese EV players:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76ba39e1d303590ed1db133e32f7f347\" tg-width=\"635\" tg-height=\"467\"><span>Data by YCharts</span></p>\n<p>Right now, with shares trading at $41 and $31, respectively, NIO and XPeng are valued at $67 billion and $25 billion. This is a far cry from the $700 billion Tesla is valued at, but both NIO and XPeng still belong to the EV pure-plays with the highest market capitalizations. Others in this category include BYD (OTCPK:BYDDY) and Li Auto (LI).</p>\n<p>The big share price increases these two companies have experienced bring up the question of whether these valuations do make sense. This is a question where some will agree and others will not - both companies are growing very fast, which naturally warrants a higher valuation, but on the other hand, they are both not profitable yet, and current forecasts do see them remain unprofitable through 2022. We will take a closer look at valuation further down in this article.</p>\n<p><b>Exposure To The High-Growth Chinese EV Market</b></p>\n<p>Both companies are located in China, manufacture their cars in China, and primarily sell their vehicles in China. China is one of the biggest EV markets in the world, and the biggest overall automobile market globally. Chinese politicians have ambitious goals of increasing the amount of EVs on the country's roads, partially due to a need to reduce local emissions in order to fight smog troubles. On top of that, China has a rapidly growing middle class, which is, of course, a major tailwind for consumption, which also benefits purchases of EVs and other vehicles.</p>\n<p>In 2020, 1.3 million EVs were sold in China, which represents about 40% of the global EV market. Forecasts see a&nbsp;50% increase&nbsp;in EVs being sold in China in 2021, which gets us to an estimated 2.0 million electric vehicles being sold in China this year.</p>\n<p>The high growth rate in their home market has been a major driver for both NIO's and XPeng's growth. During 2020, NIO sold&nbsp;44,000 vehicles, but a lot more growth is forecasted for the current year. NIO planned to sell more than 20,000 vehicles in Q1 alone, which equates to an annual pace of more than 80,000, and with further ramp-up expected for Q2-Q4, it is likely that NIO will sell at least 100,000 of its EVs this year.</p>\n<p>Xiaopeng Motors, on the other hand,has sold 27,000 vehicles&nbsp;in 2020, albeit its pace already stood at more than 50,000 vehicles annually in Q4. XPeng has guided for at least 12,500 EVs being sold in Q1, and factoring in the seasonality of the business and further ramp-up of production in coming quarters, it is very likely that XPeng will more than double its sales this year.</p>\n<p>Looking at analyst estimates, we see that this year's strong growth that is expected for both companies is not an outlier. Instead, 2022 will be another year during which both NIO and XPeng should grow at a strong pace.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d2acba3a3368db073de724bd97eb71c\" tg-width=\"635\" tg-height=\"436\"><span>Data by YCharts</span></p>\n<p>NIO is forecasted to grow its revenues to $5.4 billion this year, with another 59% growth forecasted for 2022, while revenues for 2023 are expected at $12.5 billion (up 45% versus 2022's expected revenues).</p>\n<p>XPeng data is not available at YCharts, but the growth curves look very strong as well -analysts are forecasting&nbsp;that revenues will hit $2.1 billion this year (up 130% versus 2020), and that revenues during 2022 will hit $4.2 billion, up by another 100%.</p>\n<p>Among the two, NIO is the larger one by both vehicle deliveries and revenues, which is also reflected in its higher valuation. XPeng, however, with its strong expected growth, will also become a much larger player in this space over the next couple of years.</p>\n<p>Looking at market share, we see that NIO sells about one in every 20 EVs in China, while XPeng, due to its smaller size, sells about one in every 35 EVs. Both have bigger peers in their home market China, including Tesla, but at the same time, both NIO and XPeng are growing faster than the market. This should result in ongoing market share gains for both companies over the coming years. Thanks to the ongoing introduction of new models and their aggressive growth plans, it seems likely that both companies will continue to gain share over the coming years, as their above-market growth will be maintained.</p>\n<p><b>Unique Pros For NIO And XPeng</b></p>\n<p>When looking at unique selling points for these two companies in the crowded EV market, both are trying to set themselves aside from competitors. One of NIO's best arguments for why consumers should buy a NIO-branded car is its battery-swapping technology and battery-as-a-service offering. This service allows consumers to swap their batteries in a couple of minutes, which negates one of the main arguments consumers may still hold against EVs - that it takes too long to recharge a vehicle while on a road trip or similar.</p>\n<p>With NIO's technology, which has been used millions of times already, this isn't a concern, at least while consumers live and travel in a geographic area with a dense battery-swapping network. Such networks do not exist outside of China yet, but in its home market, NIO can clearly differentiate itself from competitors with BAAS.</p>\n<p>XPeng, on the other hand, is working hard on branding itself as the \"Smart EV\" company. It puts an above-average focus on R&amp;D and is working hard on bringing smart technologies like advanced driver assistance systems to consumers. This strategy is primarily aimed at younger consumers. XPeng has managed to become one of the more popular EV players in China, but its offering is still not as unique as NIO's BAAS.</p>\n<p><b>Chinese EV Market: Tailwinds For Domestic Producers</b></p>\n<p>Tesla is still the largest EV player in the world, and it also sells a large amount of cars in China. Recent news, however, shows why domestic producers may ultimately be favored in China. Tesla is experiencing more scrutiny by the Chinese government and Chinese regulators, which has gotten so far that Tesla vehicles have been prevented from&nbsp;accessing some highways&nbsp;in the country due to safety concerns. Its vehicles have also reportedly been banned from military bases in the country, and the company has also experienced&nbsp;social media campaigns&nbsp;that are very unfavorable towards Tesla.</p>\n<p>It looks like a theme that has been visible in other industries as well - Chinese regulators and governments favor domestic producers - could hold true in the high-growth EV industry as well. This positions NIO and XPeng well for success in their home countries.</p>\n<p><b>NIO And XPeng: Valuation</b></p>\n<p>Since both companies aren't profitable yet, we can't use earnings multiple to decide whether they are undervalued or not. We can, however, look at revenue multiples to deduce whether shares are favorably priced right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12557115440606d283aa6aa8ff14c611\" tg-width=\"635\" tg-height=\"433\"><span>Data by YCharts</span></p>\n<p>NIO is trading at 5.6 times 2023's expected revenue, while XPeng is valued at roughly 3 times 2023's expected revenue (data not available on YCharts). This compares favorably versus the current EV king Tesla, which trades at 8 times 2023's expected revenue. On the other hand, however, both NIO and XPeng are of course way more expensive than legacy auto companies with a growing EV presence, including Volkswagen (OTCPK:VWAGY), which trades at less than 1 times its annual sales.</p>\n<p><b>Is NIO Or XPeng A Buy</b></p>\n<p>Both companies enjoy high growth rates, have shown solid Q1 results, and both benefit from China's policy of favoring domestic companies in a range of ways. It can be expected that both NIO Inc and XPeng Inc will continue to do well operationally, and it is also worth mentioning that both companies are significantly less expensive than Tesla, the current leader in the EV space. It is noteworthy that NIO and XPeng are less expensive despite delivering stronger growth rates on a relative basis.</p>\n<p>At the same time, however, one can't say that either of these companies is inexpensive - they both still trade at large premiums over legacy auto companies.</p>\n<p>Due to the fact that NIO has gotten farther in growing its business so far, combined with the very unique BAAS offering that clearly differentiates it from peers and provides a major reason to use its products, I see it as a more favorable choice than XPeng generally. I believe this warrants a premium versus XPeng, which isn't as uniquely positioned and could experience more growing pains in coming years due to its smaller size.</p>\n<p>Nevertheless, due to valuation, I don't think NIO's shares are a great buy right here, even though I would prefer them over those of XPeng (and I would prefer both over those of Tesla). Investors may want to wait for more favorable prices before entering or expanding a position if the current valuation gives them a pause - both when it comes to these two companies, as well as when other EV companies are considered.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Vs. NIO: Which EV Stock Is The Better Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng Vs. NIO: Which EV Stock Is The Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-30 10:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4422352-xpeng-vs-nio-stock-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe EV industry experiences high growth rates and there are many new market entrants.\nNIO and XPeng belong to the highest-growth EV companies and have a lot of potential in their home market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4422352-xpeng-vs-nio-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4422352-xpeng-vs-nio-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1137943982","content_text":"Summary\n\nThe EV industry experiences high growth rates and there are many new market entrants.\nNIO and XPeng belong to the highest-growth EV companies and have a lot of potential in their home market China.\nBoth have some unique offerings, trade at a discount compared to Tesla, and grow more quickly. But which one is the better choice?\n\nPhoto by jonathanfilskov-photography/iStock via Getty Images\nElectric vehicle companies have experienced a big increase in investor interest over the last year, as the EV market continued to expand at a rapid pace. The number of EV stocks investors can choose from continues to rise as well, and two of the biggest ones are NIO (NIO) and XPeng (XPEV). In this article, we will take a look at these two major Chinese EV pure-plays to decide which one may be a better investment.\nXPeng Versus NIO Stock\nXPeng Inc and NIO Inc have both seen their share prices rise considerably over the last year. New investors rushed into markets, while interest in EV stocks rose, which could be seen in the share prices of the likes of Tesla (TSLA), but also with these two Chinese EV players:\nData by YCharts\nRight now, with shares trading at $41 and $31, respectively, NIO and XPeng are valued at $67 billion and $25 billion. This is a far cry from the $700 billion Tesla is valued at, but both NIO and XPeng still belong to the EV pure-plays with the highest market capitalizations. Others in this category include BYD (OTCPK:BYDDY) and Li Auto (LI).\nThe big share price increases these two companies have experienced bring up the question of whether these valuations do make sense. This is a question where some will agree and others will not - both companies are growing very fast, which naturally warrants a higher valuation, but on the other hand, they are both not profitable yet, and current forecasts do see them remain unprofitable through 2022. We will take a closer look at valuation further down in this article.\nExposure To The High-Growth Chinese EV Market\nBoth companies are located in China, manufacture their cars in China, and primarily sell their vehicles in China. China is one of the biggest EV markets in the world, and the biggest overall automobile market globally. Chinese politicians have ambitious goals of increasing the amount of EVs on the country's roads, partially due to a need to reduce local emissions in order to fight smog troubles. On top of that, China has a rapidly growing middle class, which is, of course, a major tailwind for consumption, which also benefits purchases of EVs and other vehicles.\nIn 2020, 1.3 million EVs were sold in China, which represents about 40% of the global EV market. Forecasts see a 50% increase in EVs being sold in China in 2021, which gets us to an estimated 2.0 million electric vehicles being sold in China this year.\nThe high growth rate in their home market has been a major driver for both NIO's and XPeng's growth. During 2020, NIO sold 44,000 vehicles, but a lot more growth is forecasted for the current year. NIO planned to sell more than 20,000 vehicles in Q1 alone, which equates to an annual pace of more than 80,000, and with further ramp-up expected for Q2-Q4, it is likely that NIO will sell at least 100,000 of its EVs this year.\nXiaopeng Motors, on the other hand,has sold 27,000 vehicles in 2020, albeit its pace already stood at more than 50,000 vehicles annually in Q4. XPeng has guided for at least 12,500 EVs being sold in Q1, and factoring in the seasonality of the business and further ramp-up of production in coming quarters, it is very likely that XPeng will more than double its sales this year.\nLooking at analyst estimates, we see that this year's strong growth that is expected for both companies is not an outlier. Instead, 2022 will be another year during which both NIO and XPeng should grow at a strong pace.\nData by YCharts\nNIO is forecasted to grow its revenues to $5.4 billion this year, with another 59% growth forecasted for 2022, while revenues for 2023 are expected at $12.5 billion (up 45% versus 2022's expected revenues).\nXPeng data is not available at YCharts, but the growth curves look very strong as well -analysts are forecasting that revenues will hit $2.1 billion this year (up 130% versus 2020), and that revenues during 2022 will hit $4.2 billion, up by another 100%.\nAmong the two, NIO is the larger one by both vehicle deliveries and revenues, which is also reflected in its higher valuation. XPeng, however, with its strong expected growth, will also become a much larger player in this space over the next couple of years.\nLooking at market share, we see that NIO sells about one in every 20 EVs in China, while XPeng, due to its smaller size, sells about one in every 35 EVs. Both have bigger peers in their home market China, including Tesla, but at the same time, both NIO and XPeng are growing faster than the market. This should result in ongoing market share gains for both companies over the coming years. Thanks to the ongoing introduction of new models and their aggressive growth plans, it seems likely that both companies will continue to gain share over the coming years, as their above-market growth will be maintained.\nUnique Pros For NIO And XPeng\nWhen looking at unique selling points for these two companies in the crowded EV market, both are trying to set themselves aside from competitors. One of NIO's best arguments for why consumers should buy a NIO-branded car is its battery-swapping technology and battery-as-a-service offering. This service allows consumers to swap their batteries in a couple of minutes, which negates one of the main arguments consumers may still hold against EVs - that it takes too long to recharge a vehicle while on a road trip or similar.\nWith NIO's technology, which has been used millions of times already, this isn't a concern, at least while consumers live and travel in a geographic area with a dense battery-swapping network. Such networks do not exist outside of China yet, but in its home market, NIO can clearly differentiate itself from competitors with BAAS.\nXPeng, on the other hand, is working hard on branding itself as the \"Smart EV\" company. It puts an above-average focus on R&D and is working hard on bringing smart technologies like advanced driver assistance systems to consumers. This strategy is primarily aimed at younger consumers. XPeng has managed to become one of the more popular EV players in China, but its offering is still not as unique as NIO's BAAS.\nChinese EV Market: Tailwinds For Domestic Producers\nTesla is still the largest EV player in the world, and it also sells a large amount of cars in China. Recent news, however, shows why domestic producers may ultimately be favored in China. Tesla is experiencing more scrutiny by the Chinese government and Chinese regulators, which has gotten so far that Tesla vehicles have been prevented from accessing some highways in the country due to safety concerns. Its vehicles have also reportedly been banned from military bases in the country, and the company has also experienced social media campaigns that are very unfavorable towards Tesla.\nIt looks like a theme that has been visible in other industries as well - Chinese regulators and governments favor domestic producers - could hold true in the high-growth EV industry as well. This positions NIO and XPeng well for success in their home countries.\nNIO And XPeng: Valuation\nSince both companies aren't profitable yet, we can't use earnings multiple to decide whether they are undervalued or not. We can, however, look at revenue multiples to deduce whether shares are favorably priced right now.\nData by YCharts\nNIO is trading at 5.6 times 2023's expected revenue, while XPeng is valued at roughly 3 times 2023's expected revenue (data not available on YCharts). This compares favorably versus the current EV king Tesla, which trades at 8 times 2023's expected revenue. On the other hand, however, both NIO and XPeng are of course way more expensive than legacy auto companies with a growing EV presence, including Volkswagen (OTCPK:VWAGY), which trades at less than 1 times its annual sales.\nIs NIO Or XPeng A Buy\nBoth companies enjoy high growth rates, have shown solid Q1 results, and both benefit from China's policy of favoring domestic companies in a range of ways. It can be expected that both NIO Inc and XPeng Inc will continue to do well operationally, and it is also worth mentioning that both companies are significantly less expensive than Tesla, the current leader in the EV space. It is noteworthy that NIO and XPeng are less expensive despite delivering stronger growth rates on a relative basis.\nAt the same time, however, one can't say that either of these companies is inexpensive - they both still trade at large premiums over legacy auto companies.\nDue to the fact that NIO has gotten farther in growing its business so far, combined with the very unique BAAS offering that clearly differentiates it from peers and provides a major reason to use its products, I see it as a more favorable choice than XPeng generally. I believe this warrants a premium versus XPeng, which isn't as uniquely positioned and could experience more growing pains in coming years due to its smaller size.\nNevertheless, due to valuation, I don't think NIO's shares are a great buy right here, even though I would prefer them over those of XPeng (and I would prefer both over those of Tesla). Investors may want to wait for more favorable prices before entering or expanding a position if the current valuation gives them a pause - both when it comes to these two companies, as well as when other EV companies are considered.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198368800,"gmtCreate":1620928205300,"gmtModify":1704350664745,"author":{"id":"3582197782929568","authorId":"3582197782929568","name":"HappyMag","avatar":"https://static.tigerbbs.com/933af2922a72b38297891614f61d9c72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582197782929568","authorIdStr":"3582197782929568"},"themes":[],"htmlText":"MSCI.. GOOD. Price also must GO GO UP","listText":"MSCI.. GOOD. Price also must GO GO UP","text":"MSCI.. GOOD. Price also must GO GO UP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198368800","repostId":"1196961143","repostType":2,"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191951784,"gmtCreate":1620836068548,"gmtModify":1704349185440,"author":{"id":"3582197782929568","authorId":"3582197782929568","name":"HappyMag","avatar":"https://static.tigerbbs.com/933af2922a72b38297891614f61d9c72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582197782929568","authorIdStr":"3582197782929568"},"themes":[],"htmlText":"Unity has big moat n high margins..&nbsp;","listText":"Unity has big moat n high margins..&nbsp;","text":"Unity has big moat n high margins..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191951784","repostId":"2133528055","repostType":2,"repost":{"id":"2133528055","kind":"highlight","pubTimestamp":1620218700,"share":"https://ttm.financial/m/news/2133528055?lang=&edition=fundamental","pubTime":"2021-05-05 20:45","market":"us","language":"en","title":"2 Gaming Stocks That Have a Killer Advantage","url":"https://stock-news.laohu8.com/highlight/detail?id=2133528055","media":"Motley Fool","summary":"Unity Software and Sea Limited enjoy strong network effects that will make their stocks soar higher.","content":"<p>The video gaming industry is probably bigger than you think it is. Companies in the industry generate $180 billion in annual revenue worldwide. When compared with other entertainment sectors, that's bigger than the film industry ($100 billion) and the sports industry ($75 billion) combined. While gaming hardware being sold by <b>Sony</b>, <b>Microsoft</b>, and <b>Nintendo </b>makes up a significant percentage of that revenue, the vast majority (roughly $167 billion) is related to software sales.</p><p>There are numerous software companies in this sector, many of them private. Among the highly successful public companies on the software side are names like <b>Activision</b> <b>Blizzard</b>,&nbsp;<b>Electronic Arts</b>,&nbsp;<b>Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive</b>, and <b>Ubisoft</b>.</p><p><a href=\"https://laohu8.com/S/TWOA\">Two</a> video game-related investments I particularly like are <b>Sea Limited </b>(NYSE:SE) and <b>Unity Software </b>(NYSE:U). Here's why.</p><h2>1. Sea Limited is a platform company</h2><p>When Sea first began, it was a video gaming company called Garena, short for \"Gaming Arena.\" It's a virtual place to play and watch video games across southeast Asia (and now South America as well). The most famous video game the company introduced is <i>Free Fire</i>, a battle royale mobile game. It's a free game, but many addicted customers spend within the game anyway, buying additional weapons or character improvements. That's why Sea's \"free game\" brought in more than $2 billion in revenue in 2020.</p><p>As CEO Forrest Li said on a conference call, \"<i>Free Fire</i> was once again a key driver of Garena's outperformance. According to App Annie, it continues to be the highest-grossing mobile game in Latin America and Southeast Asia in the fourth quarter, as well as the full year of 2020. It has maintained the top ranking for six consecutive quarters.\"</p><p>The popularity of the game continues to astound. As Li put it, \"We're also pleased to share that <i>Free Fire</i> was once again the most downloaded mobile game in the world in 2020, according to App Annie. This is the second year in a row that <i>Free Fire</i> was ranked first globally.\"</p><p>One major difference between Sea and all its competitors is when these companies were founded. Li created Sea in 2009, which is important because it's after the introduction of the iPhone in 2007. Not surprisingly, Sea has always focused on mobile games. The major American (and French) games companies were all started back in the 20th century, and have always focused on creating games for the various hardware platforms. They have been late to the mobile revolution, and have been trying to play catch-up, mostly by acquisition.</p><table border=\"1\"><tbody><tr><th>Software company</th><th>Year founded</th></tr><tr><td>Activision</td><td>1979</td></tr><tr><td>Entertainment Arts</td><td>1982</td></tr><tr><td>Ubisoft</td><td>1986</td></tr><tr><td>Blizzard</td><td>1991</td></tr><tr><td>Take-Two Interactive</td><td>1993</td></tr><tr><td>Sea Limited</td><td><b>2009</b></td></tr></tbody></table><p>Founding dates based on reporting from Wikipedia. (Activision and Blizzard merged in 2008.)</p><p>Sea has had a major head start in mobile games, which is its killer advantage. As Motley Fool Rulebreaker fans would say, the company was a first mover in an important, emerging industry. But what's really killing the competition is how Sea took advantage of its head start and locked in its popularity with its mobile audience, using the revenue generated to fund expansion into new revenue opportunities such as opening up an e-commerce site, Shopee, and creating a mobile payments platform, Sea Money. Now the network effect is helping to cement its position as the top internet company in Southeast Asia.</p><h2>2. Unity Software is a distributor, not a developer</h2><p>Unlike Sea and the rest of the software brigade, Unity Software does not develop any video games itself. Instead, Unity provides a suite of advanced software tools to help other companies more efficiently create video games. Unity also provides distribution for smaller studios that create fun games for our smartphones. Unity enjoys a duopoly with competitor Epic Games in that regard.</p><p>While Epic Games is best known publicly for its popular <i>Fortnite </i>game, in the industry Epic is best known for its Unreal engine, the software that competes with Unity in providing tools for game developers. While Unreal is known for its high-end computer graphics, Unity's focus has been on simpler tools that do the same thing. Because of its simplicity, Unity is generally winning on the mobile side. In the fourth quarter, Unity management reported that 71% of the top 1,000 mobile games were made on its platform. That's amazing dominance in mobile, the fastest-growing segment of the gaming industry.</p><p>As a distributor, Unity will make a lot of money in the gaming industry with much less risk than content creators face. Studios can spend millions of dollars introducing a new game and quickly go out of business if the game fails to achieve any popularity. A distributor like Unity makes its profits as the entire industry advances, earning a share of all sales from the games using its platform, whether they succeed or not.</p><p>It's the platform, in other words, that gives Unity its killer advantage. And this platform also has a powerful moat. Software developers are trained on specific tools. For a new threat to Unity to emerge, the technological advance would have to be so amazing that industry veterans would spend the time to \"go back to school\" and learn a whole new system. Right now, most software developers have a favorite between Unity and Epic's Unreal. Some are equally adept with both technologies. But few would be interested in spending months learning a third system unless they really had to do it.</p><p>What makes Unity a particularly exciting investment is that it's the leading software engine in the creation of virtual reality (VR) and augmented reality (AR) games. While this is a tiny segment of the industry right now, it's expected to be massive in the next decade or two because its applications stretch beyond just gaming. For instance,&nbsp;<b>Autodesk</b> is now using Unity's tools in the architecture vertical, and <b>Volkswagen</b> used Unity's software to build an online showroom for its automobiles.</p><h2>Investor takeaway</h2><p>While there will be many winners in the gaming industry, Sea Limited and Unity are particularly strong investments because these companies enjoy powerful network effects. Indeed, both of these companies are so strong right now that they are using their leadership roles in gaming software in order to seize market share in other industries as well. That will help these stocks reward investors for many years to come.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Gaming Stocks That Have a Killer Advantage</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\">\n2 Gaming Stocks That Have a Killer Advantage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-05 20:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/05/2-gaming-stocks-that-have-a-killer-advantage/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The video gaming industry is probably bigger than you think it is. Companies in the industry generate $180 billion in annual revenue worldwide. When compared with other entertainment sectors, that's ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/05/2-gaming-stocks-that-have-a-killer-advantage/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","U":"Unity Software Inc."},"source_url":"https://www.fool.com/investing/2021/05/05/2-gaming-stocks-that-have-a-killer-advantage/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133528055","content_text":"The video gaming industry is probably bigger than you think it is. Companies in the industry generate $180 billion in annual revenue worldwide. When compared with other entertainment sectors, that's bigger than the film industry ($100 billion) and the sports industry ($75 billion) combined. While gaming hardware being sold by Sony, Microsoft, and Nintendo makes up a significant percentage of that revenue, the vast majority (roughly $167 billion) is related to software sales.There are numerous software companies in this sector, many of them private. Among the highly successful public companies on the software side are names like Activision Blizzard, Electronic Arts, Take-Two Interactive, and Ubisoft.Two video game-related investments I particularly like are Sea Limited (NYSE:SE) and Unity Software (NYSE:U). Here's why.1. Sea Limited is a platform companyWhen Sea first began, it was a video gaming company called Garena, short for \"Gaming Arena.\" It's a virtual place to play and watch video games across southeast Asia (and now South America as well). The most famous video game the company introduced is Free Fire, a battle royale mobile game. It's a free game, but many addicted customers spend within the game anyway, buying additional weapons or character improvements. That's why Sea's \"free game\" brought in more than $2 billion in revenue in 2020.As CEO Forrest Li said on a conference call, \"Free Fire was once again a key driver of Garena's outperformance. According to App Annie, it continues to be the highest-grossing mobile game in Latin America and Southeast Asia in the fourth quarter, as well as the full year of 2020. It has maintained the top ranking for six consecutive quarters.\"The popularity of the game continues to astound. As Li put it, \"We're also pleased to share that Free Fire was once again the most downloaded mobile game in the world in 2020, according to App Annie. This is the second year in a row that Free Fire was ranked first globally.\"One major difference between Sea and all its competitors is when these companies were founded. Li created Sea in 2009, which is important because it's after the introduction of the iPhone in 2007. Not surprisingly, Sea has always focused on mobile games. The major American (and French) games companies were all started back in the 20th century, and have always focused on creating games for the various hardware platforms. They have been late to the mobile revolution, and have been trying to play catch-up, mostly by acquisition.Software companyYear foundedActivision1979Entertainment Arts1982Ubisoft1986Blizzard1991Take-Two Interactive1993Sea Limited2009Founding dates based on reporting from Wikipedia. (Activision and Blizzard merged in 2008.)Sea has had a major head start in mobile games, which is its killer advantage. As Motley Fool Rulebreaker fans would say, the company was a first mover in an important, emerging industry. But what's really killing the competition is how Sea took advantage of its head start and locked in its popularity with its mobile audience, using the revenue generated to fund expansion into new revenue opportunities such as opening up an e-commerce site, Shopee, and creating a mobile payments platform, Sea Money. Now the network effect is helping to cement its position as the top internet company in Southeast Asia.2. Unity Software is a distributor, not a developerUnlike Sea and the rest of the software brigade, Unity Software does not develop any video games itself. Instead, Unity provides a suite of advanced software tools to help other companies more efficiently create video games. Unity also provides distribution for smaller studios that create fun games for our smartphones. Unity enjoys a duopoly with competitor Epic Games in that regard.While Epic Games is best known publicly for its popular Fortnite game, in the industry Epic is best known for its Unreal engine, the software that competes with Unity in providing tools for game developers. While Unreal is known for its high-end computer graphics, Unity's focus has been on simpler tools that do the same thing. Because of its simplicity, Unity is generally winning on the mobile side. In the fourth quarter, Unity management reported that 71% of the top 1,000 mobile games were made on its platform. That's amazing dominance in mobile, the fastest-growing segment of the gaming industry.As a distributor, Unity will make a lot of money in the gaming industry with much less risk than content creators face. Studios can spend millions of dollars introducing a new game and quickly go out of business if the game fails to achieve any popularity. A distributor like Unity makes its profits as the entire industry advances, earning a share of all sales from the games using its platform, whether they succeed or not.It's the platform, in other words, that gives Unity its killer advantage. And this platform also has a powerful moat. Software developers are trained on specific tools. For a new threat to Unity to emerge, the technological advance would have to be so amazing that industry veterans would spend the time to \"go back to school\" and learn a whole new system. Right now, most software developers have a favorite between Unity and Epic's Unreal. Some are equally adept with both technologies. But few would be interested in spending months learning a third system unless they really had to do it.What makes Unity a particularly exciting investment is that it's the leading software engine in the creation of virtual reality (VR) and augmented reality (AR) games. While this is a tiny segment of the industry right now, it's expected to be massive in the next decade or two because its applications stretch beyond just gaming. For instance, Autodesk is now using Unity's tools in the architecture vertical, and Volkswagen used Unity's software to build an online showroom for its automobiles.Investor takeawayWhile there will be many winners in the gaming industry, Sea Limited and Unity are particularly strong investments because these companies enjoy powerful network effects. Indeed, both of these companies are so strong right now that they are using their leadership roles in gaming software in order to seize market share in other industries as well. That will help these stocks reward investors for many years to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193307035,"gmtCreate":1620750599827,"gmtModify":1704347883452,"author":{"id":"3582197782929568","authorId":"3582197782929568","name":"HappyMag","avatar":"https://static.tigerbbs.com/933af2922a72b38297891614f61d9c72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582197782929568","authorIdStr":"3582197782929568"},"themes":[],"htmlText":"I see red&nbsp;","listText":"I see red&nbsp;","text":"I see red","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193307035","repostId":"2134657299","repostType":2,"repost":{"id":"2134657299","kind":"news","pubTimestamp":1620707024,"share":"https://ttm.financial/m/news/2134657299?lang=&edition=fundamental","pubTime":"2021-05-11 12:23","market":"us","language":"en","title":"Global Tech Selloff Deepens as Chinese Index Sinks 30% From High","url":"https://stock-news.laohu8.com/highlight/detail?id=2134657299","media":"Bloomberg","summary":"(Bloomberg) -- The worldwide slump in technology stocks deepened on Tuesday, with fresh signs of reg","content":"<p>(Bloomberg) -- The worldwide slump in technology stocks deepened on Tuesday, with fresh signs of regulatory scrutiny in China adding to investor angst over inflation and stretched valuations.</p><p>The Hang Seng Tech Index sank as much as 4.5%, extending its tumble from a February high to about 30%. Meituan paced declines after the Chinese e-commerce giant’s business practices were criticized by an influential consumer advocacy group, just days after the company’s CEO shared and then deleted a poem on social media that some interpreted as a veiled criticism of Beijing.</p><p>Losses in Taiwan Semiconductor Manufacturing Co. helped send <a href=\"https://laohu8.com/S/MSCI\">MSCI Inc</a>.’s gauge of Asian tech stocks to its biggest drop since Feb. 26, while futures on the Nasdaq 100 extended declines after a 2.6% drop on Monday.</p><p>Chinese tech giants have borne the brunt of the sector’s retreat this month, after regulators expanded an antitrust crackdown and announced steps to rein in the companies’ fast-growing finance units.</p><p>The stocks had benefited from a flood of money into the global tech sector last year, when the pandemic stoked demand for online services and low interest rates encouraged investors to overlook frothy equity prices. Now concern is mounting that commodity-fueled inflation will prompt central banks to tighten monetary policy, denting the appeal of stocks whose valuations often hinge on earnings prospects far into the future. With the Nasdaq 100 still trading about 5% from its all-time high last month, some market participants see a good window to take profits.</p><p>Investors “continue to place their focus on the inflation narrative, with rising commodities prices and chip shortages in play,” said Yeap Jun Rong, a market strategist at IG Asia Pte. “Concerns of higher inflation may weigh on growth stocks.”</p>","source":"yahoofinance","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>Global Tech Selloff Deepens as Chinese Index Sinks 30% From High</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\">\nGlobal Tech Selloff Deepens as Chinese Index Sinks 30% From High\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-11 12:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/global-tech-selloff-deepens-chinese-042344622.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- The worldwide slump in technology stocks deepened on Tuesday, with fresh signs of regulatory scrutiny in China adding to investor angst over inflation and stretched valuations.The Hang ...</p>\n\n<a href=\"https://finance.yahoo.com/news/global-tech-selloff-deepens-chinese-042344622.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSCI":"MSCI Inc","JPM":"摩根大通","HSBC":"汇丰","TSM":"台积电","PU6D.SI":"HSBC ADR 10","03145":"华夏亚洲高息股"},"source_url":"https://finance.yahoo.com/news/global-tech-selloff-deepens-chinese-042344622.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2134657299","content_text":"(Bloomberg) -- The worldwide slump in technology stocks deepened on Tuesday, with fresh signs of regulatory scrutiny in China adding to investor angst over inflation and stretched valuations.The Hang Seng Tech Index sank as much as 4.5%, extending its tumble from a February high to about 30%. Meituan paced declines after the Chinese e-commerce giant’s business practices were criticized by an influential consumer advocacy group, just days after the company’s CEO shared and then deleted a poem on social media that some interpreted as a veiled criticism of Beijing.Losses in Taiwan Semiconductor Manufacturing Co. helped send MSCI Inc.’s gauge of Asian tech stocks to its biggest drop since Feb. 26, while futures on the Nasdaq 100 extended declines after a 2.6% drop on Monday.Chinese tech giants have borne the brunt of the sector’s retreat this month, after regulators expanded an antitrust crackdown and announced steps to rein in the companies’ fast-growing finance units.The stocks had benefited from a flood of money into the global tech sector last year, when the pandemic stoked demand for online services and low interest rates encouraged investors to overlook frothy equity prices. Now concern is mounting that commodity-fueled inflation will prompt central banks to tighten monetary policy, denting the appeal of stocks whose valuations often hinge on earnings prospects far into the future. With the Nasdaq 100 still trading about 5% from its all-time high last month, some market participants see a good window to take profits.Investors “continue to place their focus on the inflation narrative, with rising commodities prices and chip shortages in play,” said Yeap Jun Rong, a market strategist at IG Asia Pte. “Concerns of higher inflation may weigh on growth stocks.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193308057,"gmtCreate":1620749942179,"gmtModify":1704347876570,"author":{"id":"3582197782929568","authorId":"3582197782929568","name":"HappyMag","avatar":"https://static.tigerbbs.com/933af2922a72b38297891614f61d9c72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582197782929568","authorIdStr":"3582197782929568"},"themes":[],"htmlText":"Wonder should I buy more yo even out or wait","listText":"Wonder should I buy more yo even out or wait","text":"Wonder should I buy more yo even out or wait","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193308057","repostId":"1153941496","repostType":2,"repost":{"id":"1153941496","kind":"news","pubTimestamp":1620742696,"share":"https://ttm.financial/m/news/1153941496?lang=&edition=fundamental","pubTime":"2021-05-11 22:18","market":"us","language":"en","title":"Don’t Look Now, but Nio Stock Is Becoming an Investment Not a Trade","url":"https://stock-news.laohu8.com/highlight/detail?id=1153941496","media":"InvestorPlace","summary":"Investors continue to expect more from NIO stock.\n\nLooking at the 12-month stock chart forNio(NYSE:N","content":"<blockquote>\n Investors continue to expect more from NIO stock.\n</blockquote>\n<p>Looking at the 12-month stock chart for<b>Nio</b>(NYSE:<b><u>NIO</u></b>) stock shows what happens when an entire sector becomes a bubble. For much of 2020, NIO could do no wrong.</p>\n<p>In 2021, however, it appears as if the electric vehicle (EV) manufacturer can’t do anything good enough for investors. As of this writing, NIO stock is down about 30% for the year.</p>\n<p>Frequently labeled “the<b>Tesla</b>&nbsp;(NASDAQ:<b><u>TSLA</u></b>) of China,” Nio is making strong inroads in its home country.</p>\n<p>In its recently released first-quarter 2021 earnings, thecompanyreported deliveries of over 20,000&nbsp;for the first time and isprojecting deliveries of 21,000 to 22,000 vehicles&nbsp;in Q2 for revenue between $1.24billon&nbsp;and $1.29 billion.</p>\n<p>Nio also justlaunched its services in Norway. This is another area in which Nio delivered on expectations it gave investors.</p>\n<p>Investors seem unimpressed, possibly because of EV fatigue. Also, a global semiconductor chip shortage is likely to curtail Nio’s growth in the short term.&nbsp;However&nbsp;the chip shortage is neither of Nio’s creation, nor is Nio the only company subject to any fallout from it.</p>\n<p>Nevertheless, as I wrote back in March, with a market cap of just under $60 billion, Nio is facing theprivilege of expectations.</p>\n<p>Right now that means anything that suggests Nio won’t meet what will need to be lofty revenue expectations (in addition to turning a profit) is a drag on the stock.</p>\n<p><b>What Makes Nio Different?</b></p>\n<p>The company’s battery-as-a-service (BaaS) is a real innovation and one that is currently exclusive to Nio. The benefit of BaaS is reflected in the sticker price of a Nio vehicle.</p>\n<p>However&nbsp;I think the larger story with BaaS is that it takes an agnostic approach to the charging problem. And charging is a concern that is on prospective EVowners’&nbsp;minds. A 2021<i>Autolist</i>&nbsp;surveyidentifiesEV battery range as being the primary concern&nbsp;among over 60% of respondents. But the larger story is that price and charging infrastructure came in second and third respectively.</p>\n<p>This creates a win-win-win situation for Nio. With the ability for owners to swap their batteries in what Nio claims will beless than three minutes, range becomes less of a concern.</p>\n<p>Plus, being able to sell the battery as a separate item lowers the price of a Nio which already benefits from subsidies.</p>\n<p>Although Nio’s BaaS program helps eliminate some of the range concerns for EV’s, the company does sell EV accessories including charging stations and internet connection services for its vehicles.</p>\n<p>As Louis Navellier recently wrote, revenue from these businessesincreased by 395.3% year-over-year, and&nbsp;the $88 million in revenue was a 23.4% increase from Q4 2020.</p>\n<p><b>Long-Term Outlook for NIO Stock</b></p>\n<p>One thing that I always look at in my investing decisions (and quitefrankly&nbsp;a lot of decisions period) is the cost of being wrong.</p>\n<p>Just one year ago, the cost of being wrong on Nio was severe. NIO stock looked like a candidate to go bankrupt.</p>\n<p>If you say you knew that the company was going to get a lifeline from the Chinese government, then you have access to a lot more inside information than most investors.</p>\n<p>Today, the risk premium for Nio is much smaller. That’s not to say that shares may not still have more room to fall, but this is the privilege of expectations.</p>\n<p>Analysts are generally bullish on NIO stock with a 12-month price target of $50.78 which would be a gain of over 37% from the stock’s current level.</p>\n<p>NIO stock has traded within apretty wide&nbsp;range in the past month.So&nbsp;you may want to wait for a little more consolidation to find a clear entry point before adding to or entering a position.</p>\n<p><i>On the date of publication Chris Markoch did not have (either directly or indirectly) any positions in the securities mentioned in this article.</i></p>","source":"lsy1606302653667","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>Don’t Look Now, but Nio Stock Is Becoming an Investment Not a Trade</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\">\nDon’t Look Now, but Nio Stock Is Becoming an Investment Not a Trade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-11 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/05/nio-stock-is-long-term-investment-not-short-term-trade/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors continue to expect more from NIO stock.\n\nLooking at the 12-month stock chart forNio(NYSE:NIO) stock shows what happens when an entire sector becomes a bubble. For much of 2020, NIO could do ...</p>\n\n<a href=\"https://investorplace.com/2021/05/nio-stock-is-long-term-investment-not-short-term-trade/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2021/05/nio-stock-is-long-term-investment-not-short-term-trade/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153941496","content_text":"Investors continue to expect more from NIO stock.\n\nLooking at the 12-month stock chart forNio(NYSE:NIO) stock shows what happens when an entire sector becomes a bubble. For much of 2020, NIO could do no wrong.\nIn 2021, however, it appears as if the electric vehicle (EV) manufacturer can’t do anything good enough for investors. As of this writing, NIO stock is down about 30% for the year.\nFrequently labeled “theTesla (NASDAQ:TSLA) of China,” Nio is making strong inroads in its home country.\nIn its recently released first-quarter 2021 earnings, thecompanyreported deliveries of over 20,000 for the first time and isprojecting deliveries of 21,000 to 22,000 vehicles in Q2 for revenue between $1.24billon and $1.29 billion.\nNio also justlaunched its services in Norway. This is another area in which Nio delivered on expectations it gave investors.\nInvestors seem unimpressed, possibly because of EV fatigue. Also, a global semiconductor chip shortage is likely to curtail Nio’s growth in the short term. However the chip shortage is neither of Nio’s creation, nor is Nio the only company subject to any fallout from it.\nNevertheless, as I wrote back in March, with a market cap of just under $60 billion, Nio is facing theprivilege of expectations.\nRight now that means anything that suggests Nio won’t meet what will need to be lofty revenue expectations (in addition to turning a profit) is a drag on the stock.\nWhat Makes Nio Different?\nThe company’s battery-as-a-service (BaaS) is a real innovation and one that is currently exclusive to Nio. The benefit of BaaS is reflected in the sticker price of a Nio vehicle.\nHowever I think the larger story with BaaS is that it takes an agnostic approach to the charging problem. And charging is a concern that is on prospective EVowners’ minds. A 2021Autolist surveyidentifiesEV battery range as being the primary concern among over 60% of respondents. But the larger story is that price and charging infrastructure came in second and third respectively.\nThis creates a win-win-win situation for Nio. With the ability for owners to swap their batteries in what Nio claims will beless than three minutes, range becomes less of a concern.\nPlus, being able to sell the battery as a separate item lowers the price of a Nio which already benefits from subsidies.\nAlthough Nio’s BaaS program helps eliminate some of the range concerns for EV’s, the company does sell EV accessories including charging stations and internet connection services for its vehicles.\nAs Louis Navellier recently wrote, revenue from these businessesincreased by 395.3% year-over-year, and the $88 million in revenue was a 23.4% increase from Q4 2020.\nLong-Term Outlook for NIO Stock\nOne thing that I always look at in my investing decisions (and quitefrankly a lot of decisions period) is the cost of being wrong.\nJust one year ago, the cost of being wrong on Nio was severe. NIO stock looked like a candidate to go bankrupt.\nIf you say you knew that the company was going to get a lifeline from the Chinese government, then you have access to a lot more inside information than most investors.\nToday, the risk premium for Nio is much smaller. That’s not to say that shares may not still have more room to fall, but this is the privilege of expectations.\nAnalysts are generally bullish on NIO stock with a 12-month price target of $50.78 which would be a gain of over 37% from the stock’s current level.\nNIO stock has traded within apretty wide range in the past month.So you may want to wait for a little more consolidation to find a clear entry point before adding to or entering a position.\nOn the date of publication Chris Markoch did not have (either directly or indirectly) any positions in the securities mentioned in this article.","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}