+Follow
FGP
No personal profile
30
Follow
60
Followers
0
Topic
0
Badge
Posts
Hot
FGP
11-21 20:25
Another anyhow analyst 🤦🏻♂️ Plenty of free time, nothing better to do
Stock Track | XPeng Plunges 5.14% in Pre-Market on Barclays Sell Rating and $7 Price Target
FGP
11-10
Its alright, dont have to buy Tesla but buy more TSLA😬
Tesla sales disappoint despite Elon Musk’s carmaker slashing prices
FGP
11-09
Reaching $400B soon🤩
Elon Musk's Net Worth Tops $300 Billion in Wake of Trump Victory
FGP
11-09
TSLA 🚀
FGP
10-29
Thank you to all investors🤩
Tesla Insiders Plan to Sell $300 Million of Stock
FGP
10-21
Lucid or Rivn a better choice, huh expert???
NIO: Beijing Goes All In
FGP
10-10
More interested Which agent gets the big fat comm? $2-3million
Singapore Mansion on Sale for Record $236 Million, BT Reports
FGP
10-02
Continue your shorts to $NIO..... good luck
NIO: Overbought And Overvalued
FGP
09-14
i believed you shorted alot and now desperate mode
NIO: The ONVO Gamble Could Worsen Liquidity Crunch
FGP
09-10
💤
NIO Stock Remains Unattractive On A Relative Basis
FGP
07-03
💤 💤 💤
NIO: Growth At All Costs May Not Last
FGP
06-17
Thank you to all shareholders of TSLA and also to all Tesla owners, you all are the best 🤩
Elon Musk’s Pay Package Dwarfs Median CEO Compensation
FGP
06-07
Just noise, ignore. NiO is getting stronger, customers are growing
3 Dangerous Stocks You Should Sell ASAP in June
FGP
06-01
Fantastic growth and not yet include L60 onvo 👍
NIO Delivered 20,544 Vehicles in May, up 233.8% YoY
FGP
05-31
Larry began writing columns for InvestorPlace in 2015.......... 🤮
NIO Stock’s Battery Swapping Bet: A Gamble That Might Not Pay Off for Investors
FGP
05-25
💤 💤 🥱
NIO: Fundamentally Weak And Overvalued?
FGP
05-13
Ok then.... huat ah
Lawrence Wong Is Ready to Lead Singapore, Says PM Lee in Letter to President Tharman
FGP
05-08
Tesla quite stagnant Rivian weekly lesser cars sold compared to NiO Li auto weekly car sales decreasing
Sorry, the original content has been removed
FGP
05-07
grapes have green and red and both are sweet. Writer ate the sour ones?
Is This As Good As It Gets for Nio Stock?
FGP
05-06
He longer hv much confidence knowing china EV makers NiO BYD Xiaomi huawei Li auto xpev are taking his sales bit by bit everyday. Therefore, seeking help
Elon Musk Calls on Warren Buffett to Take a Stake in Tesla
Go to Tiger App to see more news
{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3584079457608282","uuid":"3584079457608282","gmtCreate":1620986017974,"gmtModify":1673477517625,"name":"FGP","pinyin":"fgp","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","hatId":"award-c0e90532fb42ac6de18e25e95db73047","hatName":"2023新年头像框","vip":1,"status":2,"fanSize":60,"headSize":30,"tweetSize":868,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.22","exceedPercentage":"93.20%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.26%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.92%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":9,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":373375458095152,"gmtCreate":1732191931043,"gmtModify":1732191936074,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Another anyhow analyst 🤦🏻♂️ Plenty of free time, nothing better to do","listText":"Another anyhow analyst 🤦🏻♂️ Plenty of free time, nothing better to do","text":"Another anyhow analyst 🤦🏻♂️ Plenty of free time, nothing better to do","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373375458095152","repostId":"1158288192","repostType":2,"repost":{"id":"1158288192","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1732182736,"share":"https://ttm.financial/m/news/1158288192?lang=&edition=fundamental","pubTime":"2024-11-21 17:52","market":"us","language":"en","title":"Stock Track | XPeng Plunges 5.14% in Pre-Market on Barclays Sell Rating and $7 Price Target","url":"https://stock-news.laohu8.com/highlight/detail?id=1158288192","media":"Stock Track","summary":"XPeng Inc. shares plunged 5.14% in the pre-market trading session on Thursday as the electric vehicle maker faced bearish sentiment from analysts.Barclays analyst Jiong Shao maintained a Sell rating on XPEV and set a price target of $7, which is significantly below the stock's current trading price. The analyst's bearish view and low price target likely contributed to the pre-market selloff in XPeng's shares.","content":"<p>XPeng Inc. (XPEV) shares plunged 5.14% in the pre-market trading session on Thursday as the electric vehicle maker faced bearish sentiment from analysts.</p>\n\n<p>Barclays analyst Jiong Shao maintained a Sell rating on XPEV and set a price target of $7, which is significantly below the stock's current trading price. The analyst's bearish view and low price target likely contributed to the pre-market selloff in XPeng's shares.</p>","source":"ai_movement_en","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>Stock Track | XPeng Plunges 5.14% in Pre-Market on Barclays Sell Rating and $7 Price Target</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\">\nStock Track | XPeng Plunges 5.14% in Pre-Market on Barclays Sell Rating and $7 Price Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2024-11-21 17:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>XPeng Inc. (XPEV) shares plunged 5.14% in the pre-market trading session on Thursday as the electric vehicle maker faced bearish sentiment from analysts.</p>\n\n<p>Barclays analyst Jiong Shao maintained a Sell rating on XPEV and set a price target of $7, which is significantly below the stock's current trading price. The analyst's bearish view and low price target likely contributed to the pre-market selloff in XPeng's shares.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158288192","content_text":"XPeng Inc. (XPEV) shares plunged 5.14% in the pre-market trading session on Thursday as the electric vehicle maker faced bearish sentiment from analysts.\nBarclays analyst Jiong Shao maintained a Sell rating on XPEV and set a price target of $7, which is significantly below the stock's current trading price. The analyst's bearish view and low price target likely contributed to the pre-market selloff in XPeng's shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369385065906464,"gmtCreate":1731223447516,"gmtModify":1731223451412,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Its alright, dont have to buy Tesla but buy more TSLA😬","listText":"Its alright, dont have to buy Tesla but buy more TSLA😬","text":"Its alright, dont have to buy Tesla but buy more TSLA😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369385065906464","repostId":"2482223159","repostType":2,"repost":{"id":"2482223159","pubTimestamp":1731218460,"share":"https://ttm.financial/m/news/2482223159?lang=&edition=fundamental","pubTime":"2024-11-10 14:01","market":"fut","language":"en","title":"Tesla sales disappoint despite Elon Musk’s carmaker slashing prices","url":"https://stock-news.laohu8.com/highlight/detail?id=2482223159","media":"The Australian Financial Review","summary":"Sales of Tesla vehicles have slid to their lowest level since the start of the year despite the Elon Musk-founded carmaker cutting the price of some models by almost a quarter since last year.The company has cut prices around the world to stimulate flagging sales – which are down by 19.4 per cent this year in Australia – as it faces strong competition from luxury models made by European rivals and cheaper cars like those manufactured by BYD and other Chinese brands.Loading...","content":"<html><body><div><p>Sales of Tesla vehicles have slid to their lowest level since the start of the year despite the Elon Musk-founded carmaker cutting the price of some models by almost a quarter since last year.</p><p>The company has cut prices around the world to stimulate flagging sales – which are down by 19.4 per cent this year in Australia – as it faces strong competition from luxury models made by European rivals and cheaper cars like those manufactured by BYD and other Chinese brands.</p><div>Loading...<figure></figure><figure></figure><figure></figure><figure></figure></div><div></div></div></body></html>","source":"afr_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>Tesla sales disappoint despite Elon Musk’s carmaker slashing prices</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla sales disappoint despite Elon Musk’s carmaker slashing prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-10 14:01 GMT+8 <a href=https://www.afr.com/companies/transport/tesla-sales-disappoint-despite-elon-musk-s-carmaker-slashing-prices-20241028-p5kltu><strong>The Australian Financial Review</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sales of Tesla vehicles have slid to their lowest level since the start of the year despite the Elon Musk-founded carmaker cutting the price of some models by almost a quarter since last year.The ...</p>\n\n<a href=\"https://www.afr.com/companies/transport/tesla-sales-disappoint-despite-elon-musk-s-carmaker-slashing-prices-20241028-p5kltu\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://www.afr.com/companies/transport/tesla-sales-disappoint-despite-elon-musk-s-carmaker-slashing-prices-20241028-p5kltu","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482223159","content_text":"Sales of Tesla vehicles have slid to their lowest level since the start of the year despite the Elon Musk-founded carmaker cutting the price of some models by almost a quarter since last year.The company has cut prices around the world to stimulate flagging sales – which are down by 19.4 per cent this year in Australia – as it faces strong competition from luxury models made by European rivals and cheaper cars like those manufactured by BYD and other Chinese brands.Loading...","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369116427005960,"gmtCreate":1731153897695,"gmtModify":1731153901144,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Reaching $400B soon🤩","listText":"Reaching $400B soon🤩","text":"Reaching $400B soon🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369116427005960","repostId":"1183002419","repostType":4,"repost":{"id":"1183002419","pubTimestamp":1731146632,"share":"https://ttm.financial/m/news/1183002419?lang=&edition=fundamental","pubTime":"2024-11-09 18:03","market":"us","language":"en","title":"Elon Musk's Net Worth Tops $300 Billion in Wake of Trump Victory","url":"https://stock-news.laohu8.com/highlight/detail?id=1183002419","media":"Bloomberg","summary":"Elon Musk’s net worth has surpassed $300 billion for the first time in almost three years, as shares of Tesla Inc. soar on bets that his close ties with President-elect Donald Trump will bolster the c","content":"<html><head></head><body><p>Elon Musk’s net worth has surpassed $300 billion for the first time in almost three years, as shares of Tesla Inc. soar on bets that his close ties with President-elect Donald Trump will bolster the company.</p><p style=\"text-align: start;\">Musk has added more to his personal fortune since Trump’s win than anyone else tracked by the Bloomberg Billionaires Index. Tesla’s stock has jumped 28% since Tuesday’s close, increasing his wealth by $50 billion to $313.7 billion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/60a49c9301cc1e40a5dea08035d7efa7\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">Trump has openly suggested moves that would benefit Musk’s businesses. He said he’d reconsider his plans to slow the move to electric vehicles because of the Tesla co-founder’s backing. Trump also voiced support for SpaceX, which makes up $82 billion of Musk’s net worth, and its push to reach Mars. And the president-elect has floated the idea of Musk serving in a newly created role in his administration as efficiency czar.</p><p>“One of the best strategic bets he ever made was ultimately this bet on Trump,” Wedbush Securities analyst Dan Ives said Thursday on Bloomberg TV. “Musk is the big winner in this Trump sweepstakes.”</p><p>Musk inserted himself late into the presidential race, campaigning alongside Trump in the weeks leading up to the election and bankrolling stunts such as a $1 million daily sweepstakes for voters in battleground states. He became a part of Trump’s inner circle, spending election night at Mar-a-Lago in Palm Beach.</p><p>Musk, 53, is the only person to ever have a fortune in excess of $300 billion, a mark he last reached in January 2022, according to Bloomberg’s wealth index. It’s still short of his all-time high of $340.4 billion in 2021.</p><p>Even before the election, Musk’s net worth had been on the rise, with strong Tesla earnings in mid-October adding $34 billion to his fortune in a day.</p><p>Most of Musk’s fortune is tied up in Tesla, the world’s largest electric-vehicle manufacturer, whose prospects depend heavily on the federal government. Musk said during a Tesla earnings call last month that he’d push for a federal approval process for autonomous vehicles — a centerpiece of the company’s future strategy — if selected for a role in the Trump administration.</p><p>Trump initially said he’d roll back EV initiatives in his acceptance speech at the Republican National Convention in July, but changed his position a month later.</p><p>“I’m for electric cars,” Trump said at a rally in Atlanta. “I have to be, because Elon endorsed me very strongly.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk's Net Worth Tops $300 Billion in Wake of Trump Victory</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\">\nElon Musk's Net Worth Tops $300 Billion in Wake of Trump Victory\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-09 18:03 GMT+8 <a href=https://www.bloomberg.com/news/articles/2024-11-08/elon-musk-s-net-worth-tops-300-billion-in-wake-of-trump-victory?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk’s net worth has surpassed $300 billion for the first time in almost three years, as shares of Tesla Inc. soar on bets that his close ties with President-elect Donald Trump will bolster the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-11-08/elon-musk-s-net-worth-tops-300-billion-in-wake-of-trump-victory?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2024-11-08/elon-musk-s-net-worth-tops-300-billion-in-wake-of-trump-victory?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183002419","content_text":"Elon Musk’s net worth has surpassed $300 billion for the first time in almost three years, as shares of Tesla Inc. soar on bets that his close ties with President-elect Donald Trump will bolster the company.Musk has added more to his personal fortune since Trump’s win than anyone else tracked by the Bloomberg Billionaires Index. Tesla’s stock has jumped 28% since Tuesday’s close, increasing his wealth by $50 billion to $313.7 billion.Trump has openly suggested moves that would benefit Musk’s businesses. He said he’d reconsider his plans to slow the move to electric vehicles because of the Tesla co-founder’s backing. Trump also voiced support for SpaceX, which makes up $82 billion of Musk’s net worth, and its push to reach Mars. And the president-elect has floated the idea of Musk serving in a newly created role in his administration as efficiency czar.“One of the best strategic bets he ever made was ultimately this bet on Trump,” Wedbush Securities analyst Dan Ives said Thursday on Bloomberg TV. “Musk is the big winner in this Trump sweepstakes.”Musk inserted himself late into the presidential race, campaigning alongside Trump in the weeks leading up to the election and bankrolling stunts such as a $1 million daily sweepstakes for voters in battleground states. He became a part of Trump’s inner circle, spending election night at Mar-a-Lago in Palm Beach.Musk, 53, is the only person to ever have a fortune in excess of $300 billion, a mark he last reached in January 2022, according to Bloomberg’s wealth index. It’s still short of his all-time high of $340.4 billion in 2021.Even before the election, Musk’s net worth had been on the rise, with strong Tesla earnings in mid-October adding $34 billion to his fortune in a day.Most of Musk’s fortune is tied up in Tesla, the world’s largest electric-vehicle manufacturer, whose prospects depend heavily on the federal government. Musk said during a Tesla earnings call last month that he’d push for a federal approval process for autonomous vehicles — a centerpiece of the company’s future strategy — if selected for a role in the Trump administration.Trump initially said he’d roll back EV initiatives in his acceptance speech at the Republican National Convention in July, but changed his position a month later.“I’m for electric cars,” Trump said at a rally in Atlanta. “I have to be, because Elon endorsed me very strongly.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369006498762920,"gmtCreate":1731127063111,"gmtModify":1731313615624,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"TSLA 🚀","listText":"TSLA 🚀","text":"TSLA 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369006498762920","isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365206115188888,"gmtCreate":1730171889399,"gmtModify":1730171893410,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Thank you to all investors🤩","listText":"Thank you to all investors🤩","text":"Thank you to all investors🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365206115188888","repostId":"2478207438","repostType":4,"repost":{"id":"2478207438","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1730169678,"share":"https://ttm.financial/m/news/2478207438?lang=&edition=fundamental","pubTime":"2024-10-29 10:41","market":"us","language":"en","title":"Tesla Insiders Plan to Sell $300 Million of Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2478207438","media":"Dow Jones","summary":"Three Tesla insiders have adopted trading plans that are set to sell $300 million of stock, based on a recent market price.Tesla Chair Robyn Denholm and directors Kathleen Wilson-Thompson and Kimbal M","content":"<html><head></head><body><p>Three Tesla insiders have adopted trading plans that are set to sell $300 million of stock, based on a recent market price.</p><p>Tesla Chair Robyn Denholm and directors Kathleen Wilson-Thompson and Kimbal Musk, Elon’s brother, adopted so-called Rule 10b5-1 plans to sell a total of 1.13 million shares of the electric-vehicle maker.</p><p>Such plans are used by company insiders to remove the appearance of bias from knowledge of nonpublic information. The plans automatically execute transactions when preset conditions such as price, volume, and timing are met. Tesla disclosed the adoption of the plans in a form it filed with the Securities and Exchange Commission.</p><p>Denholm adopted a plan on July 25 to sell up to 674,345 shares, and it expires June 18, 2025. Wilson-Thompson adopted her plan Aug. 12 to sell up to 300,000 shares, and it expires Feb. 28, 2025. Kimbal Musk adopted a plan July 31 to sell up to 152,088 shares, and it expires May 30, 2025.</p><p>Based on Monday’s close at $262.51, the three insiders could sell up to $296 million of stock.</p><p>Tesla didn’t immediately respond to a request to make the three available for comment.</p><p>None of the plans have executed sales yet.</p><p>Denholm last sold Tesla stock on July 25 when she acquired 136,364 shares through options set to expire August 2024, and sold 66,364 shares for $14.6 million, an average price of $219.96 each. Those sales were executed by a plan, but not her current plan, which will sell shares acquired from options expiring in June 2025. Denholm, an operating partner of venture-capital firm Blackbird Ventures of Surry Hills, NSW, Australia, has been a Tesla director since 2014, and chair since 2018.</p><p>Wilson-Thompson last sold Tesla stock in September 2022 when her plan acquired 26,250 shares from options, and sold an equal number of shares for $7.3 million, an average price of $278.93 each. A Tesla director since 2018, Wilson-Thompson retired in 2021 as executive vice president and global chief human resources officer of Walgreens Boots Alliance.</p><p>Kimbal Musk last sold Tesla stock in April 2023 when his plan acquired 100,000 shares through options, and sold an equal number of shares for $19.6 million, an average price of $278.93 each. A Tesla director since 2004, Kimbal Musk is co-founder and executive chairman of The Kitchen Restaurant Group, a family of restaurant concepts.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Insiders Plan to Sell $300 Million of Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Insiders Plan to Sell $300 Million of Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-10-29 10:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Three Tesla insiders have adopted trading plans that are set to sell $300 million of stock, based on a recent market price.</p><p>Tesla Chair Robyn Denholm and directors Kathleen Wilson-Thompson and Kimbal Musk, Elon’s brother, adopted so-called Rule 10b5-1 plans to sell a total of 1.13 million shares of the electric-vehicle maker.</p><p>Such plans are used by company insiders to remove the appearance of bias from knowledge of nonpublic information. The plans automatically execute transactions when preset conditions such as price, volume, and timing are met. Tesla disclosed the adoption of the plans in a form it filed with the Securities and Exchange Commission.</p><p>Denholm adopted a plan on July 25 to sell up to 674,345 shares, and it expires June 18, 2025. Wilson-Thompson adopted her plan Aug. 12 to sell up to 300,000 shares, and it expires Feb. 28, 2025. Kimbal Musk adopted a plan July 31 to sell up to 152,088 shares, and it expires May 30, 2025.</p><p>Based on Monday’s close at $262.51, the three insiders could sell up to $296 million of stock.</p><p>Tesla didn’t immediately respond to a request to make the three available for comment.</p><p>None of the plans have executed sales yet.</p><p>Denholm last sold Tesla stock on July 25 when she acquired 136,364 shares through options set to expire August 2024, and sold 66,364 shares for $14.6 million, an average price of $219.96 each. Those sales were executed by a plan, but not her current plan, which will sell shares acquired from options expiring in June 2025. Denholm, an operating partner of venture-capital firm Blackbird Ventures of Surry Hills, NSW, Australia, has been a Tesla director since 2014, and chair since 2018.</p><p>Wilson-Thompson last sold Tesla stock in September 2022 when her plan acquired 26,250 shares from options, and sold an equal number of shares for $7.3 million, an average price of $278.93 each. A Tesla director since 2018, Wilson-Thompson retired in 2021 as executive vice president and global chief human resources officer of Walgreens Boots Alliance.</p><p>Kimbal Musk last sold Tesla stock in April 2023 when his plan acquired 100,000 shares through options, and sold an equal number of shares for $19.6 million, an average price of $278.93 each. A Tesla director since 2004, Kimbal Musk is co-founder and executive chairman of The Kitchen Restaurant Group, a family of restaurant concepts.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4128":"药品零售","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4555":"新能源车","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","TSLA":"特斯拉","BK4527":"明星科技股","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4588":"碎股","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4574":"无人驾驶","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4551":"寇图资本持仓","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4581":"高盛持仓","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2478207438","content_text":"Three Tesla insiders have adopted trading plans that are set to sell $300 million of stock, based on a recent market price.Tesla Chair Robyn Denholm and directors Kathleen Wilson-Thompson and Kimbal Musk, Elon’s brother, adopted so-called Rule 10b5-1 plans to sell a total of 1.13 million shares of the electric-vehicle maker.Such plans are used by company insiders to remove the appearance of bias from knowledge of nonpublic information. The plans automatically execute transactions when preset conditions such as price, volume, and timing are met. Tesla disclosed the adoption of the plans in a form it filed with the Securities and Exchange Commission.Denholm adopted a plan on July 25 to sell up to 674,345 shares, and it expires June 18, 2025. Wilson-Thompson adopted her plan Aug. 12 to sell up to 300,000 shares, and it expires Feb. 28, 2025. Kimbal Musk adopted a plan July 31 to sell up to 152,088 shares, and it expires May 30, 2025.Based on Monday’s close at $262.51, the three insiders could sell up to $296 million of stock.Tesla didn’t immediately respond to a request to make the three available for comment.None of the plans have executed sales yet.Denholm last sold Tesla stock on July 25 when she acquired 136,364 shares through options set to expire August 2024, and sold 66,364 shares for $14.6 million, an average price of $219.96 each. Those sales were executed by a plan, but not her current plan, which will sell shares acquired from options expiring in June 2025. Denholm, an operating partner of venture-capital firm Blackbird Ventures of Surry Hills, NSW, Australia, has been a Tesla director since 2014, and chair since 2018.Wilson-Thompson last sold Tesla stock in September 2022 when her plan acquired 26,250 shares from options, and sold an equal number of shares for $7.3 million, an average price of $278.93 each. A Tesla director since 2018, Wilson-Thompson retired in 2021 as executive vice president and global chief human resources officer of Walgreens Boots Alliance.Kimbal Musk last sold Tesla stock in April 2023 when his plan acquired 100,000 shares through options, and sold an equal number of shares for $19.6 million, an average price of $278.93 each. A Tesla director since 2004, Kimbal Musk is co-founder and executive chairman of The Kitchen Restaurant Group, a family of restaurant concepts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362302813216968,"gmtCreate":1729472710211,"gmtModify":1729472714153,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Lucid or Rivn a better choice, huh expert???","listText":"Lucid or Rivn a better choice, huh expert???","text":"Lucid or Rivn a better choice, huh expert???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/362302813216968","repostId":"2476791733","repostType":2,"repost":{"id":"2476791733","pubTimestamp":1729353600,"share":"https://ttm.financial/m/news/2476791733?lang=&edition=fundamental","pubTime":"2024-10-20 00:00","market":"hk","language":"en","title":"NIO: Beijing Goes All In","url":"https://stock-news.laohu8.com/highlight/detail?id=2476791733","media":"seekingalpha","summary":"NIO remains unprofitable, burning cash, and facing rising geopolitical risks, making it hard to achieve a turnaround without outside financing.Despite rising revenues and vehicle deliveries, NIO's profitability is unlikely before 2027.Geopolitical issues and industry price wars hinder NIO's expansion in the U.S. and Europe, further complicating its path to profitability.NIO's recent stock rebound is driven by external factors like China's new stimulus package, but long-term prospects remain grim.","content":"<html><body><ul><li>NIO remains unprofitable, burning cash, and facing rising geopolitical risks, making it hard to achieve a turnaround without outside financing.\n </li><li>Despite rising revenues and vehicle deliveries, NIO's profitability is unlikely before 2027.\n </li><li>Geopolitical issues and industry price wars hinder NIO's expansion in the U.S. and Europe, further complicating its path to profitability.\n </li><li>NIO's recent stock rebound is driven by external factors like China's new stimulus package, but long-term prospects remain grim.\n </li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"1024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1592194143/image_1592194143.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1592194143/image_1592194143.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1592194143/image_1592194143.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1592194143/image_1592194143.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1592194143/image_1592194143.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1592194143/image_1592194143.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1592194143/image_1592194143.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1592194143/image_1592194143.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1592194143/image_1592194143.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>Victor Golmer</p></figcaption></figure></p> <p><span>NIO (<span>NYSE:NIO</span>) continues to drain liquidity and dilute its shareholders as its business remains unprofitable and is unlikely to break even anytime soon. Despite growing its sales, the continuous burning of cash resources coupled with the rising geopolitical<span> risks will likely make it hard for NIO to execute a proper turnaround and no longer rely on outside financing to run its operations.</span></span></p> <p><span>The only major thing that NIO has going for it is the fact that its revenues are rising, the vehicle deliveries are going up, and Beijing looks committed to reviving its economic growth, which is why the stock was able to find a technical support level and rebounded in recent months.</span></p> <p><span>That’s why NIO is a HOLD for me for now since its shares currently trade at historically low levels, which means that the downside is limited, and any positive announcement or development from China can revive momentum and result in the further appreciation of shares. As for the long-term prospects, the picture looks grim.</span></p> <h2><strong>Disaster In The Making</strong></h2> <p><span>My latest</span> <span>article</span><span> on NIO was published back in March, where I noted that I’m upgrading my rating for NIO from SELL to HOLD. Back then, the previous SELL recommendation played out well, as NIO’s shares depreciated by a double-digit rate by that time, but there was also an indication that they were about to find a technical support level and rebound in part due to the developments that were happening in China. That’s why the rating was changed.</span></p> <p><span>This is also exactly what has happened as NIO’s stock is now up since the latest article with a HOLD rating was published and it has also outperformed the broader market primarily thanks to the macro developments that will be discussed shortly. However, NIO currently faces major challenges that could undermine the stock’s momentum and prevent me from upgrading my rating to BUY.</span></p> <p><span>If we go through NIO’s recent</span> <span>earnings report</span><span> for Q2, which was published last month, we’ll see that while the company’s revenues increased by 98.9% Y/Y to $2.4 billion, it was below the estimates by $40 million. At the same time, the company continues to be unprofitable, its cash burn rate remains meaningful, and the rising geopolitical challenges are likely to prevent NIO from becoming an attractive long-term investment anytime soon.</span></p> <p>Even though NIO’s revenues were up, its bottom-line performance barely improved. This is because the cost of revenues was up Y/Y and the overall net loss in Q2 was $705.4 million. If we look at the company’s balance sheet, we’ll see that during the recent quarter, the cash reserves have also decreased from $5.32 billion in Q1 to $4.99 billion in Q2.</p> <p>Considering that profitability is expected only in 2027, the company will continue to lose money. However, given the weak margins and constant downward revisions, there’s a possibility that NIO will not even break even in 2027.</p> <p>The only reason why NIO hasn’t gone under yet is due to the constant liquidity injections by outside investors, which results in dilution and makes the company’s stock less attractive to own for the common investors. In Q2’24, NIO had 2.05 billion shares outstanding, an increase from 1.6 billion in Q2’23.</p> <p>At the same time, it’s unlikely that those investments by outsiders, which improve NIO’s liquidity, will help the company quickly scale the business and reach profitability. We should not forget that the EV industry is currently in the middle of a price war, which has already negatively affected the bottom-line performance of major EV companies even though they are experiencing a rise in overall sales and deliveries. Just recently, there was another round of price cuts for electric vehicles in China to new historical lows. This will likely lead to margin contraction for NIO and its peers and prevent the company from reaching profitability anytime soon.</p> <p>On top of that, the worsening geopolitical environment also makes it harder for NIO to expand its business and diversify its markets. Earlier this year the United States implemented a 100% tariff on EV imports from China, while the Commerce Department has recently proposed to ban the use of Chinese software and hardware in cars on American roads. Considering this, it’s unlikely that NIO will be able to enter the US market and diversify its income streams in the foreseeable future.</p> <p>NIO is also unlikely to increase its sales in Europe anytime soon. In Q2 and Q3, the company sold only 423 EVs and 406 EVs, respectively, in the European Union. After the European Council voted to approve the implementation of higher import tariffs on Chinese EVs, which were proposed by the European Commission earlier this year, it’s hard to see how NIO will be able to expand its presence on the old continent.</p> <p>At the same time, higher tariffs are not the only issue that NIO faces in the European Union. While the company has been working on expanding its operations in Europe and even built a plant in Hungary, the decision by Beijing to stop its carmakers from exporting advanced EV technology overseas has created another major headwind for NIO. Not only will it make it much harder for NIO to expand elsewhere, but it will also make the company extremely exposed to the Chinese EV market and prevent it from reaching profitability anytime soon due to the ongoing price war within the country.</p> <p><span>Another issue that undermines the idea of investing in NIO is its bloated valuation. The company</span> <span>makes</span><span> less than $10 billion in annual revenues, its net loss in the trailing twelve months was nearly $3 billion, its business is not expected to become profitable in the following years, and yet its stock trades at a market cap of ~$13 billion. At this stage, it’s nearly impossible to create a traditional valuation model such as the DCF model to figure out NIO’s fair value since the business itself is on life support as it continues to burn cash each quarter and needs additional liquidity injections to keep operating. In the trailing twelve months, NIO’s unlevered FCF was -$2.14 billion, and the situation is not expected to change significantly.</span></p> <p><span>What’s worse is that when compared to its peers, NIO could also be considered one of the worst investments within the EV space. The company’s gross margin is below the industry’s median, while its net income margin and return on assets are some of the worst when compared to others. As such, NIO is an unattractive investment based on the fundamental analysis.</span></p> <figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/17/40909655-17292008268266964.png\"/></span> </picture><figcaption><p>NIO Comparable Table <span>(Author)</span></p></figcaption></figure><h2><strong>Some Upside Is Still There</strong></h2> <p><span>Despite all the challenges that NIO currently faces, there’s still some upside left for the company and its stock. As I’ve stated earlier, NIO was trading close to the historically low levels for a while. This has created an opportunity for its shares to rebound on any positive development. That’s exactly what has happened as NIO’s shares quickly appreciated on record volume in the last month.</span></p> <figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/17/40909655-17292008274793186.png\"/></span> </picture><figcaption><p>NIO's Stock Performance <span>(Seeking Alpha)</span></p></figcaption></figure><p><span>The appreciation happened primarily after Beijing</span> <span>announced</span><span> that it’s committed to launching a new stimulus program to revive economic activity in China. This has sparked a rally for most China-related stocks.</span></p> <p><span>Last week, the details of the plan have emerged. The new stimulus package will be</span> <span>worth</span><span> $325 billion and include the issuance of special government bonds coupled with the reduction of mortgage rates for already built homes.</span></p> <p><span>The potential improvement of the Chinese economy thanks to the new stimulus package along with the</span> <span>expected</span><span> growth of the global economy should help the EV sector to thrive as well. The latest</span> <span>forecasts</span><span> indicate that the Chinese EV sales this year will reach 12 million vehicles, above the previous estimates of 11.5 million vehicles. NIO has already</span> <span>achieved</span><span> a new record after delivering 61,855 vehicles in Q3 after a strong performance in September. Thanks to this, the company is</span> <span>expected</span><span> to increase its overall revenues this year, which might help the shares appreciate in the short term.</span></p> <h2><strong>The Bottom Line</strong></h2> <p><span>At this point, NIO is a momentum trade at best. The latest rebound of shares was caused primarily by developments that are outside of the company’s control. While the shares could retain their momentum for a while, it makes no sense to invest in NIO for the long term at this stage as the prospects look grim. The company continues to burn significant amounts of cash reserves and constantly needs additional liquidity injections, which dilutes shareholders, to stay afloat.</span></p> <div></div> <p>Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: Beijing Goes All In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nNIO: Beijing Goes All In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-20 00:00 GMT+8 <a href=https://seekingalpha.com/article/4727579-nio-beijing-goes-all-in><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO remains unprofitable, burning cash, and facing rising geopolitical risks, making it hard to achieve a turnaround without outside financing.\n Despite rising revenues and vehicle deliveries, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4727579-nio-beijing-goes-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1592194143/image_1592194143.jpg","relate_stocks":{"NIO":"蔚来","BK4532":"文艺复兴科技持仓","NIOIF":"NIO Inc.","09866":"蔚来-SW","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","NIO.SI":"蔚来","BK4555":"新能源车","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4509":"腾讯概念","BK4588":"碎股","BK4526":"热门中概股","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD"},"source_url":"https://seekingalpha.com/article/4727579-nio-beijing-goes-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2476791733","content_text":"NIO remains unprofitable, burning cash, and facing rising geopolitical risks, making it hard to achieve a turnaround without outside financing.\n Despite rising revenues and vehicle deliveries, NIO's profitability is unlikely before 2027.\n Geopolitical issues and industry price wars hinder NIO's expansion in the U.S. and Europe, further complicating its path to profitability.\n NIO's recent stock rebound is driven by external factors like China's new stimulus package, but long-term prospects remain grim.\n Victor Golmer NIO (NYSE:NIO) continues to drain liquidity and dilute its shareholders as its business remains unprofitable and is unlikely to break even anytime soon. Despite growing its sales, the continuous burning of cash resources coupled with the rising geopolitical risks will likely make it hard for NIO to execute a proper turnaround and no longer rely on outside financing to run its operations. The only major thing that NIO has going for it is the fact that its revenues are rising, the vehicle deliveries are going up, and Beijing looks committed to reviving its economic growth, which is why the stock was able to find a technical support level and rebounded in recent months. That’s why NIO is a HOLD for me for now since its shares currently trade at historically low levels, which means that the downside is limited, and any positive announcement or development from China can revive momentum and result in the further appreciation of shares. As for the long-term prospects, the picture looks grim. Disaster In The Making My latest article on NIO was published back in March, where I noted that I’m upgrading my rating for NIO from SELL to HOLD. Back then, the previous SELL recommendation played out well, as NIO’s shares depreciated by a double-digit rate by that time, but there was also an indication that they were about to find a technical support level and rebound in part due to the developments that were happening in China. That’s why the rating was changed. This is also exactly what has happened as NIO’s stock is now up since the latest article with a HOLD rating was published and it has also outperformed the broader market primarily thanks to the macro developments that will be discussed shortly. However, NIO currently faces major challenges that could undermine the stock’s momentum and prevent me from upgrading my rating to BUY. If we go through NIO’s recent earnings report for Q2, which was published last month, we’ll see that while the company’s revenues increased by 98.9% Y/Y to $2.4 billion, it was below the estimates by $40 million. At the same time, the company continues to be unprofitable, its cash burn rate remains meaningful, and the rising geopolitical challenges are likely to prevent NIO from becoming an attractive long-term investment anytime soon. Even though NIO’s revenues were up, its bottom-line performance barely improved. This is because the cost of revenues was up Y/Y and the overall net loss in Q2 was $705.4 million. If we look at the company’s balance sheet, we’ll see that during the recent quarter, the cash reserves have also decreased from $5.32 billion in Q1 to $4.99 billion in Q2. Considering that profitability is expected only in 2027, the company will continue to lose money. However, given the weak margins and constant downward revisions, there’s a possibility that NIO will not even break even in 2027. The only reason why NIO hasn’t gone under yet is due to the constant liquidity injections by outside investors, which results in dilution and makes the company’s stock less attractive to own for the common investors. In Q2’24, NIO had 2.05 billion shares outstanding, an increase from 1.6 billion in Q2’23. At the same time, it’s unlikely that those investments by outsiders, which improve NIO’s liquidity, will help the company quickly scale the business and reach profitability. We should not forget that the EV industry is currently in the middle of a price war, which has already negatively affected the bottom-line performance of major EV companies even though they are experiencing a rise in overall sales and deliveries. Just recently, there was another round of price cuts for electric vehicles in China to new historical lows. This will likely lead to margin contraction for NIO and its peers and prevent the company from reaching profitability anytime soon. On top of that, the worsening geopolitical environment also makes it harder for NIO to expand its business and diversify its markets. Earlier this year the United States implemented a 100% tariff on EV imports from China, while the Commerce Department has recently proposed to ban the use of Chinese software and hardware in cars on American roads. Considering this, it’s unlikely that NIO will be able to enter the US market and diversify its income streams in the foreseeable future. NIO is also unlikely to increase its sales in Europe anytime soon. In Q2 and Q3, the company sold only 423 EVs and 406 EVs, respectively, in the European Union. After the European Council voted to approve the implementation of higher import tariffs on Chinese EVs, which were proposed by the European Commission earlier this year, it’s hard to see how NIO will be able to expand its presence on the old continent. At the same time, higher tariffs are not the only issue that NIO faces in the European Union. While the company has been working on expanding its operations in Europe and even built a plant in Hungary, the decision by Beijing to stop its carmakers from exporting advanced EV technology overseas has created another major headwind for NIO. Not only will it make it much harder for NIO to expand elsewhere, but it will also make the company extremely exposed to the Chinese EV market and prevent it from reaching profitability anytime soon due to the ongoing price war within the country. Another issue that undermines the idea of investing in NIO is its bloated valuation. The company makes less than $10 billion in annual revenues, its net loss in the trailing twelve months was nearly $3 billion, its business is not expected to become profitable in the following years, and yet its stock trades at a market cap of ~$13 billion. At this stage, it’s nearly impossible to create a traditional valuation model such as the DCF model to figure out NIO’s fair value since the business itself is on life support as it continues to burn cash each quarter and needs additional liquidity injections to keep operating. In the trailing twelve months, NIO’s unlevered FCF was -$2.14 billion, and the situation is not expected to change significantly. What’s worse is that when compared to its peers, NIO could also be considered one of the worst investments within the EV space. The company’s gross margin is below the industry’s median, while its net income margin and return on assets are some of the worst when compared to others. As such, NIO is an unattractive investment based on the fundamental analysis. NIO Comparable Table (Author)Some Upside Is Still There Despite all the challenges that NIO currently faces, there’s still some upside left for the company and its stock. As I’ve stated earlier, NIO was trading close to the historically low levels for a while. This has created an opportunity for its shares to rebound on any positive development. That’s exactly what has happened as NIO’s shares quickly appreciated on record volume in the last month. NIO's Stock Performance (Seeking Alpha)The appreciation happened primarily after Beijing announced that it’s committed to launching a new stimulus program to revive economic activity in China. This has sparked a rally for most China-related stocks. Last week, the details of the plan have emerged. The new stimulus package will be worth $325 billion and include the issuance of special government bonds coupled with the reduction of mortgage rates for already built homes. The potential improvement of the Chinese economy thanks to the new stimulus package along with the expected growth of the global economy should help the EV sector to thrive as well. The latest forecasts indicate that the Chinese EV sales this year will reach 12 million vehicles, above the previous estimates of 11.5 million vehicles. NIO has already achieved a new record after delivering 61,855 vehicles in Q3 after a strong performance in September. Thanks to this, the company is expected to increase its overall revenues this year, which might help the shares appreciate in the short term. The Bottom Line At this point, NIO is a momentum trade at best. The latest rebound of shares was caused primarily by developments that are outside of the company’s control. While the shares could retain their momentum for a while, it makes no sense to invest in NIO for the long term at this stage as the prospects look grim. The company continues to burn significant amounts of cash reserves and constantly needs additional liquidity injections, which dilutes shareholders, to stay afloat. Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358323371741544,"gmtCreate":1728518076344,"gmtModify":1728518080526,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"More interested Which agent gets the big fat comm? $2-3million ","listText":"More interested Which agent gets the big fat comm? $2-3million ","text":"More interested Which agent gets the big fat comm? $2-3million","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358323371741544","repostId":"1109683617","repostType":4,"repost":{"id":"1109683617","pubTimestamp":1728517200,"share":"https://ttm.financial/m/news/1109683617?lang=&edition=fundamental","pubTime":"2024-10-10 07:40","market":"sg","language":"en","title":"Singapore Mansion on Sale for Record $236 Million, BT Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=1109683617","media":"Bloomberg","summary":"A luxury mansion in Singapore’s most exclusive neighborhood is being put on the market for S$308 million , according to the Business Times.If met, the asking price for the so-called “good class bungalow” at Nassim Road would make it the biggest transaction in absolute price for such assets, the report said.The property, with a total land area of more than 58,000 square feet, is owned by Hong Fok Corp. Ltd. joint chief executive Cheong Pin Chuan and his wife. It was previously up for sale at a pr","content":"<html><head></head><body><p>A luxury mansion in Singapore’s most exclusive neighborhood is being put on the market for S$308 million ($236 million), according to the Business Times.</p><p style=\"text-align: start;\">If met, the asking price for the so-called “good class bungalow” at Nassim Road would make it the biggest transaction in absolute price for such assets, the report said.</p><p style=\"text-align: start;\">The property, with a total land area of more than 58,000 square feet, is owned by Hong Fok Corp. Ltd. joint chief executive Cheong Pin Chuan and his wife. It was previously up for sale at a price tag of S$175 million in 2019.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Mansion on Sale for Record $236 Million, BT Reports</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\">\nSingapore Mansion on Sale for Record $236 Million, BT Reports\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-10 07:40 GMT+8 <a href=https://www.bloomberg.com/news/articles/2024-10-09/singapore-mansion-on-sale-for-record-236-million-bt-reports?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A luxury mansion in Singapore’s most exclusive neighborhood is being put on the market for S$308 million ($236 million), according to the Business Times.If met, the asking price for the so-called “...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-09/singapore-mansion-on-sale-for-record-236-million-bt-reports?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"H30.SI":"鸿福实业"},"source_url":"https://www.bloomberg.com/news/articles/2024-10-09/singapore-mansion-on-sale-for-record-236-million-bt-reports?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109683617","content_text":"A luxury mansion in Singapore’s most exclusive neighborhood is being put on the market for S$308 million ($236 million), according to the Business Times.If met, the asking price for the so-called “good class bungalow” at Nassim Road would make it the biggest transaction in absolute price for such assets, the report said.The property, with a total land area of more than 58,000 square feet, is owned by Hong Fok Corp. Ltd. joint chief executive Cheong Pin Chuan and his wife. It was previously up for sale at a price tag of S$175 million in 2019.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355839951466576,"gmtCreate":1727884563854,"gmtModify":1727884567773,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Continue your shorts to $NIO..... good luck","listText":"Continue your shorts to $NIO..... good luck","text":"Continue your shorts to $NIO..... good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355839951466576","repostId":"2472221165","repostType":2,"repost":{"id":"2472221165","pubTimestamp":1727874025,"share":"https://ttm.financial/m/news/2472221165?lang=&edition=fundamental","pubTime":"2024-10-02 21:00","market":"hk","language":"en","title":"NIO: Overbought And Overvalued","url":"https://stock-news.laohu8.com/highlight/detail?id=2472221165","media":"seekingalpha","summary":"NIO's September rally appears speculative and driven by FOMO, with the stock now overbought and overvalued, prompting a 'Strong Sell' recommendation.Despite a 58% surge since July, NIO remains deeply ","content":"<html><body><ul><li>NIO's September rally appears speculative and driven by FOMO, with the stock now overbought and overvalued, prompting a 'Strong Sell' recommendation.</li><li>Despite a 58% surge since July, NIO remains deeply unprofitable with a deteriorating balance sheet and unimpressive Q3 deliveries compared to rivals.</li><li>NIO's operating margin improved YoY, but is still weaker than 2021-2022 levels; the net cash position sheet shrank by $1.7 billion YTD.</li><li>My DCF model indicates NIO stock is 37% overvalued, with a fair share price of $4.42, and 86% of its value tied to post-2028 cash flows.</li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"3024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w240 240w\" width=\"4032px\"/> </picture><figcaption> <p>Andy Feng</p></figcaption></figure></p> <h2>Introduction</h2> <p>It might seem that I was wrong with my pessimistic opinion about NIO (<span>NYSE:NIO</span>). The stock surged by 58% since July 2 when my previous article was published.</p> <p>This does not look well, but my analysis suggests<span> that NIO's September bull run was more likely speculative and fundamental. Speculative and FOMO-driven rallies are rarely sustainable. I prefer to focus on fundamentals, and I see that NIO is still deeply unprofitable, its balance sheet is deteriorating rapidly, and fresh Q3 deliveries numbers are not impressive compared to rivals. Moreover, the stock is now overbought and overvalued. Therefore, I reiterate a 'Strong Sell' recommendation for NIO.</span></p> <h2>Fundamental analysis</h2> <p>Despite the recent share price spike, we see below that NIO is still 22.5% down YTD. The stock started surging in late August when the stock traded below $4. NIO's last close was at $7, meaning that there was a massive rally during September 2024.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/2/59768804-17278580152468133.png\"/></span><figcaption><p><span>SA</span></p></figcaption></figure></p> <p>There were several positive catalysts for the stock price, but I want to emphasize the one that was not specific catalyst related to NIO. September was quite bullish overall for all Chinese stocks, which we can see from the below performance demonstrated by the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> MSCI China ETF (MCHI). As we see, the ETF gained 28% during September, which is explained by tailwinds related to governmental stimulus for the economy. Major Chinese stocks like Alibaba (BABA) and PDD Holdings (PDD) also rallied massively over the last month.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/2/59768804-17278585180684931.png\"/></span><figcaption><p><span>SA</span></p></figcaption></figure></p> <p>After I have emphasized that the significant part of NIO's share price spike is explained by the overall improved sentiment around Chinese stocks, I can delve into recent developments which will be specific to NIO.</p> <p>The most fresh information about NIO is its Q3 2024 deliveries. According to the release, NIO delivered 61,855 vehicles in Q3, increasing by 11.6% YoY. To add context, I am also sharing the information about Q3 2024 deliveries of Li Auto (LI) and XPeng (XPEV). LI's Q3 deliveries were at 152,831 units, increasing by 45.4% YoY. XPEV delivered 46,533 units in Q3, which was up 16% on a YoY basis. As we see, NIO is once again significantly behind its closest Chinese EV rivals. This is a red flag suggesting that NIO's offerings are less compelling compared to peers.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/2/59768804-1727859326215744.png\"/></span><figcaption><p><span>SA</span></p></figcaption></figure></p> <p>The picture also does not look good for NIO compared to rivals if we look at September sales only. NIO's both MoM and YoY growth in September 2024 was behind not only LI and XPEV, but also trailed BYD (OTCPK:BYDDF). I would also like to emphasize that NIO has the smallest scale among four players, and lagging in terms of growth means that the gap in absolute terms will continue to widen as well.</p> <p>Another portion of investors' optimism around NIO in September was the company's Q2 earnings release. The company missed revenue consensus estimates and its bottom line is still deeply negative, but the stock spiked by around 30% the week after the earnings release. Such an optimism was likely explained by the significant YoY improvement of the operating margin, from -69% to -30%. Such an improvement might indeed be impressive, but the below screenshot suggests that it is not the best operating margin delivered in the company's history. Therefore, I do not share such an optimism in respect of the operating margin.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/2/59768804-17278597111621726.png\"/></span><figcaption><p><span>SA</span></p></figcaption></figure></p> <p>Moreover, NIO's balance sheet continued deteriorating during Q2. The below dynamic suggests that NIO's net cash position has shrunk by around $1.7 billion since the beginning of 2024. Tangible book value per share has tumbled by around 70% YTD, and we see that it is not explained by the dilution as the outstanding shares count was approximately flat.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/2/59768804-1727859881470768.png\"/> </picture><figcaption><p><span>SA</span></p></figcaption></figure></p> <p>The stock appears to be extremely overbought after the September rally. Its 75 RSI indicator is close to the levels of 2020-2021 when there was a stock market craze and NIO traded at around $60 per share. I think that the combination of several red flags and being overbought is a strong indication that the share price is likely to go down.</p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/2/saupload_510ef72340a4728551b40817aa034200.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>To conclude, I see no reason to become bullish about NIO. Its financial position is still deteriorating rapidly and is poised to maintain this trend as the P&L's bottom line is still deeply negative. Despite the solid operating margin improvement, it is still weaker than levels demonstrated by the company in 2021 and 2022. Last but not least, we see that NIO's Q3 deliveries figures are notably behind rivals, meaning that its products are less appealing.</p> <h2>Valuation analysis</h2> <p>The discounted cash flow model appears to be the only way to value a deeply unprofitable company like NIO. Cost of equity is the discount rate, and Gurufocus suggests that it should be 10.42%. From the fresh information about deliveries volumes, we see that NIO is unable to compete and its DCF model unlikely deserves constant growth rate above 2%. Revenue assumptions are from consensus.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/2/59768804-17278603612549386.png\"/></span><figcaption><p><span>SA</span></p></figcaption></figure></p> <p>Consensus EPS is expected to hit positive only in 2027. Therefore, I also do not expect the FCF margin to become positive earlier than 2027. For 2027 and 2028 I incorporate a rule of thumb 5% FCF margin. According to Seeking Alpha, there are 2.1 billion NIO' shares outstanding.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/2/59768804-17278604691181026.png\"/></span><figcaption><p><span>Calculated by the author</span></p></figcaption></figure></p> <p>My DCF model suggests that NIO is 37% overvalued. The fair share price is $4.42, but I want to also emphasize that out of a total $9.3 billion fair value, almost $8 billion represents terminal value. This suggests that around 86% of the business's fair value comprises cash flows that will be generated after 2028.</p> <h2>Mitigating factors</h2> <p>As I have mentioned in the very first sentence of this article, my previous bearish recommendation did not age well. The stock benefited from positive news around all Chinese stocks, and only a portion of the rally is explained by some positive company-specific factors. We see that NIO is an extremely volatile stock and can demonstrate a 50% upswing over just a month. Since my DCF analysis suggests notable overvaluation and there are several fundamental weaknesses, I expect the stock to plunge. But it does not mean that there will not be sudden spikes that we saw in September.</p> <p>Some positive news might include partnerships with some large legacy automotive companies like Volkswagen (OTCPK:VWAGY), which has a strong presence in China. Or the company's rich investor from Abu Dhabi might inject a couple of billion more to improve the company's financial position. This potential news might lead to new bull runs.</p> <h2>Conclusion</h2> <p>I think there are no fundamental reasons to be less bearish about NIO. The September rally looks more speculative rather than fundamental, and the stock now is overbought and overvalued.</p> <div></div> <p>Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: Overbought And Overvalued</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\">\nNIO: Overbought And Overvalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-02 21:00 GMT+8 <a href=https://seekingalpha.com/article/4724572-nio-stock-overbought-overvalued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO's September rally appears speculative and driven by FOMO, with the stock now overbought and overvalued, prompting a 'Strong Sell' recommendation.Despite a 58% surge since July, NIO remains deeply ...</p>\n\n<a href=\"https://seekingalpha.com/article/4724572-nio-stock-overbought-overvalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg","relate_stocks":{"EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","NIOIF":"NIO Inc.","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4509":"腾讯概念","09866":"蔚来-SW","BK4588":"碎股","BK4526":"热门中概股","NIO.SI":"蔚来","BK4574":"无人驾驶","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","NIO":"蔚来","BK4504":"桥水持仓"},"source_url":"https://seekingalpha.com/article/4724572-nio-stock-overbought-overvalued","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2472221165","content_text":"NIO's September rally appears speculative and driven by FOMO, with the stock now overbought and overvalued, prompting a 'Strong Sell' recommendation.Despite a 58% surge since July, NIO remains deeply unprofitable with a deteriorating balance sheet and unimpressive Q3 deliveries compared to rivals.NIO's operating margin improved YoY, but is still weaker than 2021-2022 levels; the net cash position sheet shrank by $1.7 billion YTD.My DCF model indicates NIO stock is 37% overvalued, with a fair share price of $4.42, and 86% of its value tied to post-2028 cash flows. Andy Feng Introduction It might seem that I was wrong with my pessimistic opinion about NIO (NYSE:NIO). The stock surged by 58% since July 2 when my previous article was published. This does not look well, but my analysis suggests that NIO's September bull run was more likely speculative and fundamental. Speculative and FOMO-driven rallies are rarely sustainable. I prefer to focus on fundamentals, and I see that NIO is still deeply unprofitable, its balance sheet is deteriorating rapidly, and fresh Q3 deliveries numbers are not impressive compared to rivals. Moreover, the stock is now overbought and overvalued. Therefore, I reiterate a 'Strong Sell' recommendation for NIO. Fundamental analysis Despite the recent share price spike, we see below that NIO is still 22.5% down YTD. The stock started surging in late August when the stock traded below $4. NIO's last close was at $7, meaning that there was a massive rally during September 2024. SA There were several positive catalysts for the stock price, but I want to emphasize the one that was not specific catalyst related to NIO. September was quite bullish overall for all Chinese stocks, which we can see from the below performance demonstrated by the iShares MSCI China ETF (MCHI). As we see, the ETF gained 28% during September, which is explained by tailwinds related to governmental stimulus for the economy. Major Chinese stocks like Alibaba (BABA) and PDD Holdings (PDD) also rallied massively over the last month. SA After I have emphasized that the significant part of NIO's share price spike is explained by the overall improved sentiment around Chinese stocks, I can delve into recent developments which will be specific to NIO. The most fresh information about NIO is its Q3 2024 deliveries. According to the release, NIO delivered 61,855 vehicles in Q3, increasing by 11.6% YoY. To add context, I am also sharing the information about Q3 2024 deliveries of Li Auto (LI) and XPeng (XPEV). LI's Q3 deliveries were at 152,831 units, increasing by 45.4% YoY. XPEV delivered 46,533 units in Q3, which was up 16% on a YoY basis. As we see, NIO is once again significantly behind its closest Chinese EV rivals. This is a red flag suggesting that NIO's offerings are less compelling compared to peers. SA The picture also does not look good for NIO compared to rivals if we look at September sales only. NIO's both MoM and YoY growth in September 2024 was behind not only LI and XPEV, but also trailed BYD (OTCPK:BYDDF). I would also like to emphasize that NIO has the smallest scale among four players, and lagging in terms of growth means that the gap in absolute terms will continue to widen as well. Another portion of investors' optimism around NIO in September was the company's Q2 earnings release. The company missed revenue consensus estimates and its bottom line is still deeply negative, but the stock spiked by around 30% the week after the earnings release. Such an optimism was likely explained by the significant YoY improvement of the operating margin, from -69% to -30%. Such an improvement might indeed be impressive, but the below screenshot suggests that it is not the best operating margin delivered in the company's history. Therefore, I do not share such an optimism in respect of the operating margin. SA Moreover, NIO's balance sheet continued deteriorating during Q2. The below dynamic suggests that NIO's net cash position has shrunk by around $1.7 billion since the beginning of 2024. Tangible book value per share has tumbled by around 70% YTD, and we see that it is not explained by the dilution as the outstanding shares count was approximately flat. SA The stock appears to be extremely overbought after the September rally. Its 75 RSI indicator is close to the levels of 2020-2021 when there was a stock market craze and NIO traded at around $60 per share. I think that the combination of several red flags and being overbought is a strong indication that the share price is likely to go down. Data by YCharts To conclude, I see no reason to become bullish about NIO. Its financial position is still deteriorating rapidly and is poised to maintain this trend as the P&L's bottom line is still deeply negative. Despite the solid operating margin improvement, it is still weaker than levels demonstrated by the company in 2021 and 2022. Last but not least, we see that NIO's Q3 deliveries figures are notably behind rivals, meaning that its products are less appealing. Valuation analysis The discounted cash flow model appears to be the only way to value a deeply unprofitable company like NIO. Cost of equity is the discount rate, and Gurufocus suggests that it should be 10.42%. From the fresh information about deliveries volumes, we see that NIO is unable to compete and its DCF model unlikely deserves constant growth rate above 2%. Revenue assumptions are from consensus. SA Consensus EPS is expected to hit positive only in 2027. Therefore, I also do not expect the FCF margin to become positive earlier than 2027. For 2027 and 2028 I incorporate a rule of thumb 5% FCF margin. According to Seeking Alpha, there are 2.1 billion NIO' shares outstanding. Calculated by the author My DCF model suggests that NIO is 37% overvalued. The fair share price is $4.42, but I want to also emphasize that out of a total $9.3 billion fair value, almost $8 billion represents terminal value. This suggests that around 86% of the business's fair value comprises cash flows that will be generated after 2028. Mitigating factors As I have mentioned in the very first sentence of this article, my previous bearish recommendation did not age well. The stock benefited from positive news around all Chinese stocks, and only a portion of the rally is explained by some positive company-specific factors. We see that NIO is an extremely volatile stock and can demonstrate a 50% upswing over just a month. Since my DCF analysis suggests notable overvaluation and there are several fundamental weaknesses, I expect the stock to plunge. But it does not mean that there will not be sudden spikes that we saw in September. Some positive news might include partnerships with some large legacy automotive companies like Volkswagen (OTCPK:VWAGY), which has a strong presence in China. Or the company's rich investor from Abu Dhabi might inject a couple of billion more to improve the company's financial position. This potential news might lead to new bull runs. Conclusion I think there are no fundamental reasons to be less bearish about NIO. The September rally looks more speculative rather than fundamental, and the stock now is overbought and overvalued. Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349312296374656,"gmtCreate":1726274222842,"gmtModify":1726274226832,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"i believed you shorted alot and now desperate mode","listText":"i believed you shorted alot and now desperate mode","text":"i believed you shorted alot and now desperate mode","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349312296374656","repostId":"2467770782","repostType":2,"repost":{"id":"2467770782","pubTimestamp":1726242986,"share":"https://ttm.financial/m/news/2467770782?lang=&edition=fundamental","pubTime":"2024-09-13 23:56","market":"nz","language":"en","title":"NIO: The ONVO Gamble Could Worsen Liquidity Crunch","url":"https://stock-news.laohu8.com/highlight/detail?id=2467770782","media":"seekingalpha","summary":"NIO is in a liquidity crunch with current liabilities higher than its cash balance, which could see it resort to a dilutive capital raise in the next 2 quarters.NIO’s 3-brand strategy could help boost","content":"<html><body><ul><li>NIO is in a liquidity crunch with current liabilities higher than its cash balance, which could see it resort to a dilutive capital raise in the next 2 quarters.</li><li>NIO’s 3-brand strategy could help boost delivery volumes, but could lead to margin contraction.</li><li>I expect NIO’s losses to increase as it increases its marketing spend to drive demand for the ONVO L60, set to launch on September 19.</li><li>The opening of a third factory in Q3 2025 could have a negative impact on vehicle margins and operating costs.</li><li>My price target for NIO is $2.93, representing 45% downside from its current valuation.</li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"1024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2162241639/image_2162241639.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2162241639/image_2162241639.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2162241639/image_2162241639.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2162241639/image_2162241639.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2162241639/image_2162241639.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2162241639/image_2162241639.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2162241639/image_2162241639.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2162241639/image_2162241639.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2162241639/image_2162241639.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>tang90246</p></figcaption></figure></p> <p>Last February, I was bearish on NIO Inc. (<span>NYSE:NIO</span>) due to its market share loss in China, its main market, its investments in the loss making battery swapping business, and lackluster expansion in the European market. Following my coverage, NIO reached<span> a 52-week low of $3.61, before surging recently on the back of its </span>Q2 earnings<span> that were highlighted by improving margins and better cost management. Despite this, I expect the company’s losses to increase in the coming quarters due to the upcoming </span>launch<span> of the ONVO sub-brand’s L60 model, that targets China’s mass market, on September 19.</span></p> <p>While this endeavor could help boost delivery volumes, it would come at the expense of higher marketing costs, margin contraction, and possibly cannibalizing ES6 sales, NIO’s best selling model, in my opinion. Moreover, I expect NIO to raise capital in the near future to deal with its<span> current liabilities, which are significantly higher than its current cash balance. For these reasons, I’m reiterating my sell rating with a price target of $2.93 per share, implying 45% downside from current levels.</span></p> <h2>Q2 Overview</h2> <p>In Q2, NIO reported YoY revenue growth of 99% to $2.4 billion driven by an 118% increase in vehicle sales, and QoQ growth of 76%, also driven by an 87% increase in vehicle sales. During the quarter, NIO generated $2.2 billion from vehicle sales as it delivered a record 57,373 vehicles compared to 30,053 in Q1 2024 and 23,520 in Q2 2023.</p> <p>In terms of margins, NIO reported a vehicle margin of 12.2% in Q2 compared to 9.2% in Q1 and 6.2% a year ago, due to lower material costs and realizing the benefits of economies of scale during the quarter. As a result, total gross margin in Q2 was 9.7% compared to 4.9% and 1% in the prior quarter and year, respectively.</p> <p>Looking at NIO’s cost structure, R&D costs declined 3.8% YoY to $442.9 million, however, that represented an 11.6% QoQ increase from $396.7 million. Meanwhile, SG&A costs increased 31.5% YoY and 25.4% QoQ to $517 million due to higher personnel costs and sales and marketing activities. Despite this, R&D costs represented 18.4% of total revenue compared to 38.1% a year ago and 28.9% in Q1. Similarly, SG&A costs represented 21.5% of total revenue compared to 32.6% and 30.2% in the prior year and quarter, respectively.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" height=\"108\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/9/12/59696711-1726190624855486.png\" width=\"640\"/></span> </picture><figcaption><p><span>Q2 Earnings Release</span></p></figcaption></figure></p> <p>Accordingly, NIO reported an operating margin of -29.9% in Q2, a significant improvement from -69.2% a year ago and -54.4% in Q1.</p> <p>For Q3, NIO expects deliveries to be between 61-63 thousand and revenues between $2.63-$2.7 billion, representing YoY growth between 0.2-3.2%.</p> <h2>Liquidity Concerns</h2> <p>At the end of Q2, NIO had $5.7 billion in cash, restricted cash, short-term investments, and long-term time deposits, compared to $6.3 billion at the end of Q1 and $8.1 billion at the end of Q4 2023, meaning that NIO’s cash burn during the quarter was around $600 million. At this rate, NIO should have enough cash to last 9 quarters. However, it should be noted that the company has more than $6.9 billion in current liabilities which must be paid within 1 year. In comparison, the company has short-term liquidity of only $5.5 billion and total liquidity of $6.25 billion.</p> <span><span><span></span><table> <colgroup> <col/> <col/> </colgroup> <tr> <td><p>Cash</p></td> <td><p>$3,392,295,000</p></td> </tr> <tr> <td><p>Restricted Cash</p></td> <td><p>$507,663,000</p></td> </tr> <tr> <td><p>ST Investments</p></td> <td><p>$1,598,439,000</p></td> </tr> <tr> <td><p>ST Liquidity</p></td> <td><p>$5,498,397,000</p></td> </tr> <tr> <td><p>LT Restricted Cash</p></td> <td><p>$13,777,000</p></td> </tr> <tr> <td><p>LT Investments</p></td> <td><p>$739,756,000</p></td> </tr> <tr> <td><p>LT Liquidity</p></td> <td><p>$753,533,000</p></td> </tr> <tr> <td><p>Total Liquidity</p></td> <td><p>$6,251,930,000</p></td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <p>Based on NIO’s available short-term liquidity, it has a $1.4 billion liquidity gap to fulfill its current liabilities. As such, I expect NIO to raise capital either in Q4 2024 or Q1 2025, which would be extremely dilutive to its shareholders. At the current share price of $5.28, raising $1.4 billion would entail the issuance of more than 265.7 million shares, which would increase its outstanding shares by 13%.</p> <p>That said, NIO is set to launch the first model under its new sub-brand, ONVO, later this month and intends to launch another sub-brand, Firefly, next year, which could see NIO’s sales and marketing spend increase in the coming quarters, as I will discuss later in the article. As such, I believe NIO needs a cash injection of at least $3 billion in order to pay its current liabilities and continue funding its operations. This would result in NIO’s outstanding shares increasing by 28% at the current share price.</p> <span><span><span></span><table> <colgroup> <col/> <col/> </colgroup> <tr> <td><p>OS</p></td> <td><p>2,049,836,045</p></td> </tr> <tr> <td><p>Share Price</p></td> <td><p>$5.28</p></td> </tr> <tr> <td><p>Forecasted Capital Raise</p></td> <td><p>$3,000,000,000</p></td> </tr> <tr> <td><p>Potential Dilution</p></td> <td><p>568,181,818</p></td> </tr> <tr> <td><p>Dilution %</p></td> <td><p>28%</p></td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <p>In my opinion, NIO is likely to receive these funds from Abu Dhabi-based CYVN Holdings, which already owns a 20.1% stake in the company following its nearly $3 billion investments in NIO last year. I believe that could be the case due to CYVN’s interest in maintaining its ownership position in the company since such a capital raise would significantly dilute its stake. As is, CYVN is entitled to nominate 2 directors to the company’s board as long as it owns more than 15% of NIO’s outstanding shares.</p> <h2>The ONVO Drag</h2> <p>Since its inception, NIO has been mainly focused on offering premium EVs with a starting price of more than RMB 300 thousand. However, the company is now attempting to penetrate the Chinese mass market with 2 new sub-brands.</p> <p>The first sub-brand, ONVO, is set to launch its first model the L60 on September 19, and the company plans to release a new model every year. At the same time, NIO plans to start deliveries of its second new sub-brand with the codename Firefly, in 2025.</p> <p>According to NIO’s strategy, models under the ONVO sub-brand will have an ASP ranging between RMB 200-300 thousand. Meanwhile, models under the Firefly sub-brand will have an ASP ranging between RMB 100-200 thousand. In this way, NIO would be able to offer EVs ranging from RMB 100-800 thousand across its 3 brands.</p> <p>Although this endeavor could boost NIO’s deliveries, I believe it will be a headwind to the company’s margins and bottom line. In the Q2 earnings call, management shared that ONVO deliveries will be minimal in Q3 and will ramp up to reach near 10 thousand per month in December and 20 thousand per month sometime in 2025.</p> <p>Meanwhile, CEO William Li previously shared that ONVO will start contributing positively to NIO’s “P&L” when it reaches a sales volume of 20 thousand units per month. Accordingly, I expect NIO’s vehicle margin to contract significantly starting Q4 until ONVO reaches the targeted sales volume, as until then, it’s likely that NIO will realize a negative margin on ONVO sales. Even then, I don’t expect NIO’s vehicle margin to improve until the NIO brand reaches a sales volume of 40 thousand per month, due to the lower margins of the ONVO sub-brand since its ASP is much lower than the ASP of the NIO brand.</p> <p>As is, management shared their long-term margin targets for each brand, with 25% for the NIO brand from 40 thousand deliveries per month, and 15% for the ONVO brand without stating the sales volume required to reach this target. Moreover, NIO’s vehicle margin could further contract when it launches the first model under the Firefly sub-brand which will have an ASP between RMB 100-200 thousand.</p> <p>Given that management is forecasting ONVO’s long-term margins at 15%, Firefly is very likely to have an even lower margin, which I estimate to be around 10% in the best case. When combining these factors with NIO’s service segment, which is yet to post a positive gross margin, I don’t see a scenario where NIO’s overall gross margins significantly improve than the 9.7% reported in Q2.</p> <p>Another reason why I expect NIO’s margins to contract is ONVO’s L60 potential to cannibalize sales of NIO’s best-selling model, ES6, due to the similarities between both vehicles. At the end of July, NIO’s cumulative deliveries were 557,518, including 219,422 for the ES6 alone, meaning that the ES6 is responsible for 39.4% of NIO’s total deliveries since its inception.</p> <p>Looking at both vehicles’ specs, the entry level ES6 boasts a CLTC range of 450-500 KM with dimensions of 4,854 mm*1,995 mm*1,703 mm, and a trunk size of 579 L. In comparison, the ONVO L60 will come in 3 range variants:</p> <ul> <li><p>Standard range with 555 KM.</p></li> <li><p>Long range with 730 KM.</p></li> <li><p>Extra Long Range with 1000+ KM.</p></li> </ul> <p>The ONVO L60 also has dimensions of 4828 mm*1930 mm*1616 mm, which is somewhat similar to the ES6. The only major differences between both vehicles are technology, trunk size, since the ONVO L60 doesn’t have a trunk, and price. While the entry level ES6 has an ASP of RMB 338 thousand, the ONVO L60 will have an ASP of RMB 219.9 thousand, 35% cheaper than the ES6.</p> <p>I believe the significant price difference and the minimal difference in value proposition between both models could be a factor contributing to ONVO L60 cannibalizing ES6 sales in China due to the nature of the Chinese consumer. It is well known that Chinese consumers are value oriented, meaning that they are more concerned with getting the best value for their money. This view is supported by insights from Premia Partners, which shows that frugality has become a trend among young Chinese consumers, the main driving force of China’s consumer market.</p> <p>In that case, NIO’s vehicle margins could deteriorate significantly as this scenario would see the company’s revenue per vehicle decline due to the significant price difference between the L60 and the ES6. This would be concerning for NIO, in my opinion, since its revenue per vehicle has been constantly falling as it stood at RMB 273.3 thousand in Q2 compared to RMB 305.5 thousand in the prior year and RMB 278.9 thousand in Q1.</p> <span><span><span></span><table> <colgroup> <col/> <col/> <col/> <col/> </colgroup> <tr> <td><p>Period</p></td> <td><p>Q2 24</p></td> <td><p>Q1 24</p></td> <td><p>Q2 23</p></td> </tr> <tr> <td><p>Deliveries</p></td> <td><p>57,373</p></td> <td><p>30,053</p></td> <td><p>23,520</p></td> </tr> <tr> <td><p>Vehicle Rev</p></td> <td><p>RMB¥15,679,623,000</p></td> <td><p>RMB¥8,381,318,000</p></td> <td><p>RMB¥7,185,214,000</p></td> </tr> <tr> <td><p>Rev/Del</p></td> <td><p>RMB¥273,293</p></td> <td><p>RMB¥278,885</p></td> <td><p>RMB¥305,494</p></td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <p>In addition to potential margin contraction, NIO could see its operating costs, mainly SG&A, due to potentially higher marketing costs to stimulate demand for the ONVO sub-brand. In Q2, NIO’s delivery growth of 144% and 91% YoY and QoQ, respectively, was mainly driven by higher marketing spend of 31.5% and 25.4% YoY and QoQ, respectively. The company cited in the Q2 earnings call that the QoQ increase in SG&A was a direct result of higher marketing spend following the launch of the new ES6 model and other products in March and April.</p> <p>With the company now launching a new sub-brand, I expect its marketing spend to grow at a higher rate as the ONVO brand isn’t as recognizable as the NIO brand. Therefore, the company would have to increase its marketing spend to build awareness of the ONVO brand, establish a brand identity, and attract customers. The same will also apply when NIO launches its second sub-brand, Firefly, next year, which means that it might be on track to incur high SG&A costs over the coming 6 quarters at least.</p> <p>NIO’s SG&A costs will also be impacted by the upgrade of its F2 factory to double shifts to support the production of L60, with the upgrade expected to be completed later this month or early October, per management in the Q2 earnings call. The company also expects to start production in its third factory by Q3 2025, which will impact both vehicle margins and SG&A costs.</p> <p>In terms of margins, producing vehicles in 3 factories would increase NIO’s fixed costs such as utilities and maintenance, which will be a drag on margins until NIO is able to operate at full capacity. In terms of operating costs, producing vehicles in 3 factories will certainly lead to more costs related to hiring additional labor, managers, engineers, and technicians.</p> <p>When combining these factors with NIO’s margins potentially contracting due to the new sub-brands, the company could realize more losses until it is able to produce and sell vehicles at an optimum level which may take years to materialize. Considering the company’s liquidity position, NIO might have to resort to additional dilutive capital raises in the future to fund its operations, especially since it appears to be far from generating any profits or cash flow.</p> <h2>Valuation</h2> <p>With $4.99 billion in cash and $4.56 billion in debt, NIO has an EV of nearly $10.4 billion at its current share price of $5.28. Given that the consensus revenue estimate for the company in FY 2024 is $9.82 billion, the stock would be trading at an EV/sales multiple of 1.06.</p> <span><span><span></span><table> <colgroup> <col/> <col/> </colgroup> <tr> <td><p>OS</p></td> <td><p>2,049,836,045</p></td> </tr> <tr> <td><p>Share Price</p></td> <td><p>$5.28</p></td> </tr> <tr> <td><p>Market Cap</p></td> <td><p>$10,823,134,317.60</p></td> </tr> <tr> <td><p>Cash</p></td> <td><p>$4,990,734,000</p></td> </tr> <tr> <td><p>Debt</p></td> <td><p>$4,558,006,000</p></td> </tr> <tr> <td><p>EV</p></td> <td><p>$10,390,406,318</p></td> </tr> <tr> <td><p>Revenue Estimates</p></td> <td><p>$9,820,000,000</p></td> </tr> <tr> <td><p>EV/Sales</p></td> <td><p>1.06</p></td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <p>In comparison, Chinese EV makers Li Auto (LI), BYD (OTCPK:BYDDF), and Zeekr (ZK) are trading at the following EV/sales multiples.</p> <span><span><span></span><table> <colgroup> <col/> <col/> </colgroup> <tr> <td><p>Company</p></td> <td><p>EV/Sales</p></td> </tr> <tr> <td><p>LI</p></td> <td><p>0.41</p></td> </tr> <tr> <td><p>BYDDF</p></td> <td><p>0.94</p></td> </tr> <tr> <td><p>ZK</p></td> <td><p>0.35</p></td> </tr> <tr> <td><p>Average</p></td> <td><p>0.57</p></td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <p>By using the average EV/sales multiple of NIO’s competitors, my price target for the stock is $2.93 per share, implying 45% downside from its current valuation.</p> <span><span><span></span><table> <colgroup> <col/> <col/> </colgroup> <tr><td colspan=\"2\"><p>NIO Price Target</p></td></tr> <tr> <td><p>Projected Sales</p></td> <td><p>$9,820,000,000</p></td> </tr> <tr> <td><p>Target EV/Sales</p></td> <td><p>0.57</p></td> </tr> <tr> <td><p>Implied EV</p></td> <td><p>$5,564,666,667</p></td> </tr> <tr> <td><p>Net Cash</p></td> <td><p>$432,728,000</p></td> </tr> <tr> <td><p>Equity Value</p></td> <td><p>$5,997,394,667</p></td> </tr> <tr> <td><p>OS</p></td> <td><p>2,049,836,045</p></td> </tr> <tr> <td><p>Price Target</p></td> <td><p>$2.93</p></td> </tr> <tr> <td><p>Share Price</p></td> <td><p>$5.28</p></td> </tr> <tr> <td><p>Downside</p></td> <td><p>-45%</p></td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <h2>Technical Analysis</h2> <p><figure contenteditable=\"false\"><picture> <span><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/9/12/saupload_a6f9e19fd87feae9623e1d7683f26466_thumb1.png\"/></span> </picture><figcaption><p><span>TrendSpider</span></p></figcaption></figure></p> <p>Looking at NIO’s daily chart, the stock has been in a downtrend since August 2023 and started forming a descending triangle pattern last April. Following the company’s Q2 earnings results, NIO broke out of the downtrend, the descending triangle pattern, and the upper Bollinger band, a sign of high volatility. That said, the stock has failed to break through a key resistance level, the 200 EMA, with the RSI regulating, which can be a sign of the stock losing momentum.</p> <p>Therefore, I recommend waiting for a break of the 9 EMA support level for investors looking to enter a short position as breaking this support level could see the stock test the 0.618 Fibonacci retracement level near $4.4 and potentially the $3.66 support in the near-term.</p> <h2>Upside Risks</h2> <p>Risks to my thesis include NIO receiving non-dilutive funding to deal with its current liabilities either through debt financing or receiving a bailout from the Chinese government similar to the $1.4 billion injection it received from the municipal government of Hefei in 2020. Another risk to consider is NIO perfecting its 3-brand strategy by gaining significant market share in China’s mass market through ONVO and Firefly. In that case, NIO could grow its topline rapidly and expand its vehicle margins which would help offset the expected increase in operating costs, possibly leading to improved bottom line performance.</p> <h2>Conclusion</h2> <p>While NIO’s Q2 earnings showed signs of disciplined cost management, I remain bearish on the stock due to the company’s liquidity concerns, as well as potential vehicle margin contraction and higher losses. The company’s cash balance is insufficient to pay off its current liabilities, and with the launch of the ONVO L60 on September 19, NIO is very likely to increase its marketing spend in the coming quarters to drive demand for the new sub-brand.</p> <p>Moreover, the L60 might have negative margins until it reaches a sales volume of 20 thousand per month, the target set for the new sub-brand to start contributing positively to “P&L”, per CEO William Li. The L60 could also cannibalize sales of NIO’s best-selling model, ES6, due to the similarities between the 2 models, especially as the L60 is 35% cheaper than the ES6, which would negatively impact NIO’s margins. In light of these factors, I’m reiterating my sell rating for NIO with a price target of $2.93, representing 45% downside from current levels.</p> <div></div> <p>Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: The ONVO Gamble Could Worsen Liquidity Crunch</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\">\nNIO: The ONVO Gamble Could Worsen Liquidity Crunch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-13 23:56 GMT+8 <a href=https://seekingalpha.com/article/4720998-nio-stock-onvo-gamble-could-worsen-liquidity-crunch><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO is in a liquidity crunch with current liabilities higher than its cash balance, which could see it resort to a dilutive capital raise in the next 2 quarters.NIO’s 3-brand strategy could help boost...</p>\n\n<a href=\"https://seekingalpha.com/article/4720998-nio-stock-onvo-gamble-could-worsen-liquidity-crunch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2162241639/image_2162241639.jpg","relate_stocks":{"BK4509":"腾讯概念","BK4526":"热门中概股","BK4588":"碎股","BK4503":"景林资产持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","NIO.SI":"蔚来","ONVO":"Organovo Holdings Inc.","09866":"蔚来-SW","BK4563":"昨日强势股","NIO":"蔚来","BK4548":"巴美列捷福持仓","BYDDF":"BYD Co., Ltd.","BK6125":"汽车制造商","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4532":"文艺复兴科技持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4531":"中概回港概念","ZK":"极氪","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4139":"生物科技","BK4555":"新能源车"},"source_url":"https://seekingalpha.com/article/4720998-nio-stock-onvo-gamble-could-worsen-liquidity-crunch","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2467770782","content_text":"NIO is in a liquidity crunch with current liabilities higher than its cash balance, which could see it resort to a dilutive capital raise in the next 2 quarters.NIO’s 3-brand strategy could help boost delivery volumes, but could lead to margin contraction.I expect NIO’s losses to increase as it increases its marketing spend to drive demand for the ONVO L60, set to launch on September 19.The opening of a third factory in Q3 2025 could have a negative impact on vehicle margins and operating costs.My price target for NIO is $2.93, representing 45% downside from its current valuation. tang90246 Last February, I was bearish on NIO Inc. (NYSE:NIO) due to its market share loss in China, its main market, its investments in the loss making battery swapping business, and lackluster expansion in the European market. Following my coverage, NIO reached a 52-week low of $3.61, before surging recently on the back of its Q2 earnings that were highlighted by improving margins and better cost management. Despite this, I expect the company’s losses to increase in the coming quarters due to the upcoming launch of the ONVO sub-brand’s L60 model, that targets China’s mass market, on September 19. While this endeavor could help boost delivery volumes, it would come at the expense of higher marketing costs, margin contraction, and possibly cannibalizing ES6 sales, NIO’s best selling model, in my opinion. Moreover, I expect NIO to raise capital in the near future to deal with its current liabilities, which are significantly higher than its current cash balance. For these reasons, I’m reiterating my sell rating with a price target of $2.93 per share, implying 45% downside from current levels. Q2 Overview In Q2, NIO reported YoY revenue growth of 99% to $2.4 billion driven by an 118% increase in vehicle sales, and QoQ growth of 76%, also driven by an 87% increase in vehicle sales. During the quarter, NIO generated $2.2 billion from vehicle sales as it delivered a record 57,373 vehicles compared to 30,053 in Q1 2024 and 23,520 in Q2 2023. In terms of margins, NIO reported a vehicle margin of 12.2% in Q2 compared to 9.2% in Q1 and 6.2% a year ago, due to lower material costs and realizing the benefits of economies of scale during the quarter. As a result, total gross margin in Q2 was 9.7% compared to 4.9% and 1% in the prior quarter and year, respectively. Looking at NIO’s cost structure, R&D costs declined 3.8% YoY to $442.9 million, however, that represented an 11.6% QoQ increase from $396.7 million. Meanwhile, SG&A costs increased 31.5% YoY and 25.4% QoQ to $517 million due to higher personnel costs and sales and marketing activities. Despite this, R&D costs represented 18.4% of total revenue compared to 38.1% a year ago and 28.9% in Q1. Similarly, SG&A costs represented 21.5% of total revenue compared to 32.6% and 30.2% in the prior year and quarter, respectively. Q2 Earnings Release Accordingly, NIO reported an operating margin of -29.9% in Q2, a significant improvement from -69.2% a year ago and -54.4% in Q1. For Q3, NIO expects deliveries to be between 61-63 thousand and revenues between $2.63-$2.7 billion, representing YoY growth between 0.2-3.2%. Liquidity Concerns At the end of Q2, NIO had $5.7 billion in cash, restricted cash, short-term investments, and long-term time deposits, compared to $6.3 billion at the end of Q1 and $8.1 billion at the end of Q4 2023, meaning that NIO’s cash burn during the quarter was around $600 million. At this rate, NIO should have enough cash to last 9 quarters. However, it should be noted that the company has more than $6.9 billion in current liabilities which must be paid within 1 year. In comparison, the company has short-term liquidity of only $5.5 billion and total liquidity of $6.25 billion. Cash $3,392,295,000 Restricted Cash $507,663,000 ST Investments $1,598,439,000 ST Liquidity $5,498,397,000 LT Restricted Cash $13,777,000 LT Investments $739,756,000 LT Liquidity $753,533,000 Total Liquidity $6,251,930,000 Click to enlarge Based on NIO’s available short-term liquidity, it has a $1.4 billion liquidity gap to fulfill its current liabilities. As such, I expect NIO to raise capital either in Q4 2024 or Q1 2025, which would be extremely dilutive to its shareholders. At the current share price of $5.28, raising $1.4 billion would entail the issuance of more than 265.7 million shares, which would increase its outstanding shares by 13%. That said, NIO is set to launch the first model under its new sub-brand, ONVO, later this month and intends to launch another sub-brand, Firefly, next year, which could see NIO’s sales and marketing spend increase in the coming quarters, as I will discuss later in the article. As such, I believe NIO needs a cash injection of at least $3 billion in order to pay its current liabilities and continue funding its operations. This would result in NIO’s outstanding shares increasing by 28% at the current share price. OS 2,049,836,045 Share Price $5.28 Forecasted Capital Raise $3,000,000,000 Potential Dilution 568,181,818 Dilution % 28% Click to enlarge In my opinion, NIO is likely to receive these funds from Abu Dhabi-based CYVN Holdings, which already owns a 20.1% stake in the company following its nearly $3 billion investments in NIO last year. I believe that could be the case due to CYVN’s interest in maintaining its ownership position in the company since such a capital raise would significantly dilute its stake. As is, CYVN is entitled to nominate 2 directors to the company’s board as long as it owns more than 15% of NIO’s outstanding shares. The ONVO Drag Since its inception, NIO has been mainly focused on offering premium EVs with a starting price of more than RMB 300 thousand. However, the company is now attempting to penetrate the Chinese mass market with 2 new sub-brands. The first sub-brand, ONVO, is set to launch its first model the L60 on September 19, and the company plans to release a new model every year. At the same time, NIO plans to start deliveries of its second new sub-brand with the codename Firefly, in 2025. According to NIO’s strategy, models under the ONVO sub-brand will have an ASP ranging between RMB 200-300 thousand. Meanwhile, models under the Firefly sub-brand will have an ASP ranging between RMB 100-200 thousand. In this way, NIO would be able to offer EVs ranging from RMB 100-800 thousand across its 3 brands. Although this endeavor could boost NIO’s deliveries, I believe it will be a headwind to the company’s margins and bottom line. In the Q2 earnings call, management shared that ONVO deliveries will be minimal in Q3 and will ramp up to reach near 10 thousand per month in December and 20 thousand per month sometime in 2025. Meanwhile, CEO William Li previously shared that ONVO will start contributing positively to NIO’s “P&L” when it reaches a sales volume of 20 thousand units per month. Accordingly, I expect NIO’s vehicle margin to contract significantly starting Q4 until ONVO reaches the targeted sales volume, as until then, it’s likely that NIO will realize a negative margin on ONVO sales. Even then, I don’t expect NIO’s vehicle margin to improve until the NIO brand reaches a sales volume of 40 thousand per month, due to the lower margins of the ONVO sub-brand since its ASP is much lower than the ASP of the NIO brand. As is, management shared their long-term margin targets for each brand, with 25% for the NIO brand from 40 thousand deliveries per month, and 15% for the ONVO brand without stating the sales volume required to reach this target. Moreover, NIO’s vehicle margin could further contract when it launches the first model under the Firefly sub-brand which will have an ASP between RMB 100-200 thousand. Given that management is forecasting ONVO’s long-term margins at 15%, Firefly is very likely to have an even lower margin, which I estimate to be around 10% in the best case. When combining these factors with NIO’s service segment, which is yet to post a positive gross margin, I don’t see a scenario where NIO’s overall gross margins significantly improve than the 9.7% reported in Q2. Another reason why I expect NIO’s margins to contract is ONVO’s L60 potential to cannibalize sales of NIO’s best-selling model, ES6, due to the similarities between both vehicles. At the end of July, NIO’s cumulative deliveries were 557,518, including 219,422 for the ES6 alone, meaning that the ES6 is responsible for 39.4% of NIO’s total deliveries since its inception. Looking at both vehicles’ specs, the entry level ES6 boasts a CLTC range of 450-500 KM with dimensions of 4,854 mm*1,995 mm*1,703 mm, and a trunk size of 579 L. In comparison, the ONVO L60 will come in 3 range variants: Standard range with 555 KM. Long range with 730 KM. Extra Long Range with 1000+ KM. The ONVO L60 also has dimensions of 4828 mm*1930 mm*1616 mm, which is somewhat similar to the ES6. The only major differences between both vehicles are technology, trunk size, since the ONVO L60 doesn’t have a trunk, and price. While the entry level ES6 has an ASP of RMB 338 thousand, the ONVO L60 will have an ASP of RMB 219.9 thousand, 35% cheaper than the ES6. I believe the significant price difference and the minimal difference in value proposition between both models could be a factor contributing to ONVO L60 cannibalizing ES6 sales in China due to the nature of the Chinese consumer. It is well known that Chinese consumers are value oriented, meaning that they are more concerned with getting the best value for their money. This view is supported by insights from Premia Partners, which shows that frugality has become a trend among young Chinese consumers, the main driving force of China’s consumer market. In that case, NIO’s vehicle margins could deteriorate significantly as this scenario would see the company’s revenue per vehicle decline due to the significant price difference between the L60 and the ES6. This would be concerning for NIO, in my opinion, since its revenue per vehicle has been constantly falling as it stood at RMB 273.3 thousand in Q2 compared to RMB 305.5 thousand in the prior year and RMB 278.9 thousand in Q1. Period Q2 24 Q1 24 Q2 23 Deliveries 57,373 30,053 23,520 Vehicle Rev RMB¥15,679,623,000 RMB¥8,381,318,000 RMB¥7,185,214,000 Rev/Del RMB¥273,293 RMB¥278,885 RMB¥305,494 Click to enlarge In addition to potential margin contraction, NIO could see its operating costs, mainly SG&A, due to potentially higher marketing costs to stimulate demand for the ONVO sub-brand. In Q2, NIO’s delivery growth of 144% and 91% YoY and QoQ, respectively, was mainly driven by higher marketing spend of 31.5% and 25.4% YoY and QoQ, respectively. The company cited in the Q2 earnings call that the QoQ increase in SG&A was a direct result of higher marketing spend following the launch of the new ES6 model and other products in March and April. With the company now launching a new sub-brand, I expect its marketing spend to grow at a higher rate as the ONVO brand isn’t as recognizable as the NIO brand. Therefore, the company would have to increase its marketing spend to build awareness of the ONVO brand, establish a brand identity, and attract customers. The same will also apply when NIO launches its second sub-brand, Firefly, next year, which means that it might be on track to incur high SG&A costs over the coming 6 quarters at least. NIO’s SG&A costs will also be impacted by the upgrade of its F2 factory to double shifts to support the production of L60, with the upgrade expected to be completed later this month or early October, per management in the Q2 earnings call. The company also expects to start production in its third factory by Q3 2025, which will impact both vehicle margins and SG&A costs. In terms of margins, producing vehicles in 3 factories would increase NIO’s fixed costs such as utilities and maintenance, which will be a drag on margins until NIO is able to operate at full capacity. In terms of operating costs, producing vehicles in 3 factories will certainly lead to more costs related to hiring additional labor, managers, engineers, and technicians. When combining these factors with NIO’s margins potentially contracting due to the new sub-brands, the company could realize more losses until it is able to produce and sell vehicles at an optimum level which may take years to materialize. Considering the company’s liquidity position, NIO might have to resort to additional dilutive capital raises in the future to fund its operations, especially since it appears to be far from generating any profits or cash flow. Valuation With $4.99 billion in cash and $4.56 billion in debt, NIO has an EV of nearly $10.4 billion at its current share price of $5.28. Given that the consensus revenue estimate for the company in FY 2024 is $9.82 billion, the stock would be trading at an EV/sales multiple of 1.06. OS 2,049,836,045 Share Price $5.28 Market Cap $10,823,134,317.60 Cash $4,990,734,000 Debt $4,558,006,000 EV $10,390,406,318 Revenue Estimates $9,820,000,000 EV/Sales 1.06 Click to enlarge In comparison, Chinese EV makers Li Auto (LI), BYD (OTCPK:BYDDF), and Zeekr (ZK) are trading at the following EV/sales multiples. Company EV/Sales LI 0.41 BYDDF 0.94 ZK 0.35 Average 0.57 Click to enlarge By using the average EV/sales multiple of NIO’s competitors, my price target for the stock is $2.93 per share, implying 45% downside from its current valuation. NIO Price Target Projected Sales $9,820,000,000 Target EV/Sales 0.57 Implied EV $5,564,666,667 Net Cash $432,728,000 Equity Value $5,997,394,667 OS 2,049,836,045 Price Target $2.93 Share Price $5.28 Downside -45% Click to enlarge Technical Analysis TrendSpider Looking at NIO’s daily chart, the stock has been in a downtrend since August 2023 and started forming a descending triangle pattern last April. Following the company’s Q2 earnings results, NIO broke out of the downtrend, the descending triangle pattern, and the upper Bollinger band, a sign of high volatility. That said, the stock has failed to break through a key resistance level, the 200 EMA, with the RSI regulating, which can be a sign of the stock losing momentum. Therefore, I recommend waiting for a break of the 9 EMA support level for investors looking to enter a short position as breaking this support level could see the stock test the 0.618 Fibonacci retracement level near $4.4 and potentially the $3.66 support in the near-term. Upside Risks Risks to my thesis include NIO receiving non-dilutive funding to deal with its current liabilities either through debt financing or receiving a bailout from the Chinese government similar to the $1.4 billion injection it received from the municipal government of Hefei in 2020. Another risk to consider is NIO perfecting its 3-brand strategy by gaining significant market share in China’s mass market through ONVO and Firefly. In that case, NIO could grow its topline rapidly and expand its vehicle margins which would help offset the expected increase in operating costs, possibly leading to improved bottom line performance. Conclusion While NIO’s Q2 earnings showed signs of disciplined cost management, I remain bearish on the stock due to the company’s liquidity concerns, as well as potential vehicle margin contraction and higher losses. The company’s cash balance is insufficient to pay off its current liabilities, and with the launch of the ONVO L60 on September 19, NIO is very likely to increase its marketing spend in the coming quarters to drive demand for the new sub-brand. Moreover, the L60 might have negative margins until it reaches a sales volume of 20 thousand per month, the target set for the new sub-brand to start contributing positively to “P&L”, per CEO William Li. The L60 could also cannibalize sales of NIO’s best-selling model, ES6, due to the similarities between the 2 models, especially as the L60 is 35% cheaper than the ES6, which would negatively impact NIO’s margins. In light of these factors, I’m reiterating my sell rating for NIO with a price target of $2.93, representing 45% downside from current levels. Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347745114927136,"gmtCreate":1725922334948,"gmtModify":1725922337962,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"💤 ","listText":"💤 ","text":"💤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347745114927136","repostId":"2466498111","repostType":2,"repost":{"id":"2466498111","pubTimestamp":1725907248,"share":"https://ttm.financial/m/news/2466498111?lang=&edition=fundamental","pubTime":"2024-09-10 02:40","market":"hk","language":"en","title":"NIO Stock Remains Unattractive On A Relative Basis","url":"https://stock-news.laohu8.com/highlight/detail?id=2466498111","media":"seekingalpha","summary":"Nio's Q2 2024 results show strong vehicle deliveries and margin expansion but still report significant operating losses, making it less attractive for long-term investment.The EV market is overcrowded","content":"<html><body><ul><li>Nio's Q2 2024 results show strong vehicle deliveries and margin expansion but still report significant operating losses, making it less attractive for long-term investment.</li><li>The EV market is overcrowded, and Nio faces intense competition from peers like Li Auto and ZEEKR, which offer better value and performance metrics.</li><li>Nio has a strong cash buffer but higher debt and ongoing cash burn compared to peers, necessitating significant fundamental improvements before being considered a core portfolio stock.</li><li>Despite positive short-term prospects, I recommend staying on the sidelines or investing in better-positioned EV companies with stronger track records and financial health.</li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"3024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w240 240w\" width=\"4032px\"/> </picture><figcaption> <p>Andy Feng</p></figcaption></figure></p> <h2>Investment Overview</h2> <p>With NIO (<span>NYSE:NIO</span>) reporting Q2 2024 numbers, there has finally been some positive price-action. In the near term, Nio stock touched lows of $3.7 on August 28. The EV stock is already higher by 31% at $4.85. This does not come as<span> a surprise. Nio stock was oversold and my view is evident from the fact that the stock is still down by 46% for year-to-date.</span></p> <p>I would also agree that Nio’s Q2 2024 results have been encouraging on several fronts. With a positive guidance, it’s likely that Nio can witness further upside. However, investors need to clearly differentiate between a trading opportunity and a long-term investment.</p> <p>In my opinion, Nio is still not attractive as a portfolio stock. This coverage discusses the reasons for this view. The first point to note is that the EV space is<span> overcrowded. If we scan through the listed space, there will be at least a dozen opportunities among EV stocks that look interesting.</span></p> <p>As an investor, I would therefore dig deeper before selecting a few portfolio stocks from the EV space. If this analysis is done for Nio as compared to Chinese peers, it’s clear that there are relatively better ideas for value creation.</p> <h2>A Quick Look At Q2 2024 Numbers</h2> <p>Before getting into the main thesis, let me quickly discuss Nio’s Q2 numbers and the key positives. First, Nio reported robust growth in vehicle deliveries by 143.9% on a year-on-year basis to 57,373.</p> <p>Strong deliveries growth was associated with margin expansion. For Q2, vehicle margin was 12.2%, which was higher by 600 basis points on a year-on-year basis. Nio however reported operating loss of $717 million.</p> <p>With guidance for healthy growth and further expansion in margins, it’s likely that operating level losses will narrow in the next quarter. Nio also has a healthy cash buffer of $5.7 billion that will support investments in R&D.</p> <p>Another important point to note is that the company’s mass-market brand ONVO, will launch its first model L60 on September 19. The car is expected to be priced around $34,600. A low pricing is likely to have a positive impact on deliveries. It, however, remains to be seen if margins are significantly impacted once L60 deliveries are significant.</p> <p>Overall, Q2 results provide hope from the perspective of vehicle delivery growth and margin expansion. However, in an intensely competitive market, it’s too early to believe that Nio is out of the woods.</p> <h2>Nio Compared to Chinese EV Peers</h2> <p>Thus far, I have looked at Nio on a standalone basis. It’s important to talk about the EV company as compared to peers. This will support my view that it’s too early to consider Nio as a portfolio stock.</p> <p>The table below gives some of the important metrics for Nio and peers as of Q2 2024.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" height=\"244\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/9/6/426795-17256176053915808.png\" width=\"640\"/></span> </picture><figcaption><p><span>Company Q2 Results, Seeking Alpha Valuation Metrics</span></p></figcaption></figure></p> <p>I have the following conclusions to make.</p> <p>First, Nio reported robust deliveries' growth on a year-on-year basis. However, this is partially due to low deliveries in the base year. If we look at vehicle margins, <strong>Li Auto</strong> (LI) and <strong>ZEEKR</strong> (ZK) are better than Nio. It’s worth noting that Nio has indicated that its “long-term operational target is to realize a monthly volume of 40,000 units and a vehicle margin of 25%.” It would, however, be fair to assume that with operating leverage and technological advancement, peers would also be looking at a higher vehicle margin.</p> <p>Second, from the perspective of operating level losses, Nio is the worst. Li Auto has been exceptional on that front and continues to deliver healthy margin and cash flows. However, even if we compare ZEEKR with Nio (almost similar deliveries), the former has better numbers to show. If I had to choose one stock, I would prefer to invest in Li Auto than Nio.</p> <p>Third, Nio has a strong cash buffer, but Li Auto is way ahead on that front. Further, with positive operating cash flows, Li Auto is well positioned as compared to Nio that’s still experiencing cash burn. At the same time, Nio has significantly higher debt as compared to peers. Fundamentals need to improve significantly before Nio can be considered for the core portfolio.</p> <p>Fourth, most of the valuation metrics remain unavailable on account of EBITDA and net profit level losses. However, from a price-to-book perspective, Nio stock seems stretched as compared to peers. Even on this front, Li Auto is ahead.</p> <p>Therefore, on a standalone basis, Nio seems to be on a recovery path. However, when compared to peers, there are better options.</p> <p>There is another business aspect that sets Li Auto apart from Nio. To elaborate, <strong>BYD</strong> (OTCPK:BYDDF) reported 340,799 passenger car sales in July 2024. Of this, 60% were plug-in hybrids. In general, Chinese EV consumers are preferring hybrid options as compared to battery-only cars. This implies that Li Auto has an advantageous position as compared to Nio.</p> <p>I mentioned earlier that ZEEKR reported better vehicle margin and operating level performance as compared to Nio. This is another reason why ZEEKR holds an edge. The company is backed by <strong>Geely Automobile</strong> (OTCPK:GELYY). If we look at July 2024 data, Geely was in the second place in terms of NEV sales in China. With the company having a strong market position, ZEEKR is positioned to benefit. These are just indicators of the point that there can be better investment options.</p> <p>It’s worth mentioning here that Nio and XPeng have expanded into the European markets. However, considering the tariffs factor, growth is likely to be impacted. Nio has already indicated that prices are likely to be increased to mitigate the impact of tariffs. The long-term impact still needs to be ascertained.</p> <p>On the other hand, Li Auto is exclusively focused on China. This has helped in curbing cost and maintaining operational efficiency. With a strong cash buffer, I expect Li to pursue international expansion in the next 12 to 24 months. However, the focus is likely to be on regions where the regulatory environment is friendly. This includes the Middle-East and Southeast Asia.</p> <p>Let me again emphasize that a standalone analysis might paint a different story. JPMorgan (JPM) believes that Nio will turn operating cash flow positive in the second half of 2024. Further, the price target for the stock has been revised to $8. In my personal view, a rally in Nio stock would be a good time to sell and shift to relatively better EV companies.</p> <p>I must mention that I am not talking about the industry leaders like Tesla (TSLA) or BYD. If these names are included in the basket of EV stocks, it makes sense to remain invested in industry leaders. The focus, however, is on emerging EV companies from China.</p> <h2>Concluding Views</h2> <p>I believe that the electric vehicle industry is at a point where the winners will be separated from the laggards. There is likely to be industry consolidation and the Chinese EV market is positioned for “brutal elimination.” According to Wang Chuanfu, Chairman of BYD, “China’s EV industry has entered a stage of cyclical adjustment after two decades of growth.”</p> <p>I am not suggesting that Nio is unlikely to survive. However, in the current industry scenario, I would prefer to remain invested in companies with a relatively better track record and deep pockets. If the industry scenario worsens, Nio might be forced to pursue further dilution of equity.</p> <p>I also expect high R&D investments to sustain for all major EV companies. It’s technological advancement that’s likely to set companies apart from peers. In a recent news, BMW (OTCPK:BMWYY) announced that it will be working with Toyota (TM) to advance “hydrogen fuel cell technology and expand fuel cell electric vehicle options available to drivers.”</p> <p>The company plans to launch its first-ever fuel cell series production vehicle in 2028. The point I want to make is that the horizon for new energy vehicles is expanding. This will further contribute to the competitive landscape.</p> <div></div> <p>My key conclusion is that Nio has reported encouraging numbers. However, it’s still too early to conclude on sustained growth and recovery. I would stay in the sidelines or look at relatively better investment options in the EV industry.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Remains Unattractive On A Relative Basis</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\">\nNIO Stock Remains Unattractive On A Relative Basis\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-10 02:40 GMT+8 <a href=https://seekingalpha.com/article/4719994-nio-stock-remains-unattractive-on-a-relative-basis><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio's Q2 2024 results show strong vehicle deliveries and margin expansion but still report significant operating losses, making it less attractive for long-term investment.The EV market is overcrowded...</p>\n\n<a href=\"https://seekingalpha.com/article/4719994-nio-stock-remains-unattractive-on-a-relative-basis\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg","relate_stocks":{"LI":"理想汽车","LU1261432733.SGD":"Fidelity World A-ACC-SGD","TSLA":"特斯拉","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU":"陆金所","LU0234572021.USD":"高盛美国核心股票组合Acc","TM":"丰田汽车","BK6125":"汽车制造商","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","NIO":"蔚来","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","09866":"蔚来-SW","GELYY":"吉利汽车ADR","LU0823414478.USD":"法巴经典能源转换基金","JPM":"摩根大通","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1032466523.USD":"高盛全球多资产收益组合Acc","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","ZK":"极氪","03160":"华夏日股对冲","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BYDDF":"BYD Co., Ltd.","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4550":"红杉资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4551":"寇图资本持仓","BMWYY":"宝马汽车","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A(dist)","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4099":"汽车制造商"},"source_url":"https://seekingalpha.com/article/4719994-nio-stock-remains-unattractive-on-a-relative-basis","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2466498111","content_text":"Nio's Q2 2024 results show strong vehicle deliveries and margin expansion but still report significant operating losses, making it less attractive for long-term investment.The EV market is overcrowded, and Nio faces intense competition from peers like Li Auto and ZEEKR, which offer better value and performance metrics.Nio has a strong cash buffer but higher debt and ongoing cash burn compared to peers, necessitating significant fundamental improvements before being considered a core portfolio stock.Despite positive short-term prospects, I recommend staying on the sidelines or investing in better-positioned EV companies with stronger track records and financial health. Andy Feng Investment Overview With NIO (NYSE:NIO) reporting Q2 2024 numbers, there has finally been some positive price-action. In the near term, Nio stock touched lows of $3.7 on August 28. The EV stock is already higher by 31% at $4.85. This does not come as a surprise. Nio stock was oversold and my view is evident from the fact that the stock is still down by 46% for year-to-date. I would also agree that Nio’s Q2 2024 results have been encouraging on several fronts. With a positive guidance, it’s likely that Nio can witness further upside. However, investors need to clearly differentiate between a trading opportunity and a long-term investment. In my opinion, Nio is still not attractive as a portfolio stock. This coverage discusses the reasons for this view. The first point to note is that the EV space is overcrowded. If we scan through the listed space, there will be at least a dozen opportunities among EV stocks that look interesting. As an investor, I would therefore dig deeper before selecting a few portfolio stocks from the EV space. If this analysis is done for Nio as compared to Chinese peers, it’s clear that there are relatively better ideas for value creation. A Quick Look At Q2 2024 Numbers Before getting into the main thesis, let me quickly discuss Nio’s Q2 numbers and the key positives. First, Nio reported robust growth in vehicle deliveries by 143.9% on a year-on-year basis to 57,373. Strong deliveries growth was associated with margin expansion. For Q2, vehicle margin was 12.2%, which was higher by 600 basis points on a year-on-year basis. Nio however reported operating loss of $717 million. With guidance for healthy growth and further expansion in margins, it’s likely that operating level losses will narrow in the next quarter. Nio also has a healthy cash buffer of $5.7 billion that will support investments in R&D. Another important point to note is that the company’s mass-market brand ONVO, will launch its first model L60 on September 19. The car is expected to be priced around $34,600. A low pricing is likely to have a positive impact on deliveries. It, however, remains to be seen if margins are significantly impacted once L60 deliveries are significant. Overall, Q2 results provide hope from the perspective of vehicle delivery growth and margin expansion. However, in an intensely competitive market, it’s too early to believe that Nio is out of the woods. Nio Compared to Chinese EV Peers Thus far, I have looked at Nio on a standalone basis. It’s important to talk about the EV company as compared to peers. This will support my view that it’s too early to consider Nio as a portfolio stock. The table below gives some of the important metrics for Nio and peers as of Q2 2024. Company Q2 Results, Seeking Alpha Valuation Metrics I have the following conclusions to make. First, Nio reported robust deliveries' growth on a year-on-year basis. However, this is partially due to low deliveries in the base year. If we look at vehicle margins, Li Auto (LI) and ZEEKR (ZK) are better than Nio. It’s worth noting that Nio has indicated that its “long-term operational target is to realize a monthly volume of 40,000 units and a vehicle margin of 25%.” It would, however, be fair to assume that with operating leverage and technological advancement, peers would also be looking at a higher vehicle margin. Second, from the perspective of operating level losses, Nio is the worst. Li Auto has been exceptional on that front and continues to deliver healthy margin and cash flows. However, even if we compare ZEEKR with Nio (almost similar deliveries), the former has better numbers to show. If I had to choose one stock, I would prefer to invest in Li Auto than Nio. Third, Nio has a strong cash buffer, but Li Auto is way ahead on that front. Further, with positive operating cash flows, Li Auto is well positioned as compared to Nio that’s still experiencing cash burn. At the same time, Nio has significantly higher debt as compared to peers. Fundamentals need to improve significantly before Nio can be considered for the core portfolio. Fourth, most of the valuation metrics remain unavailable on account of EBITDA and net profit level losses. However, from a price-to-book perspective, Nio stock seems stretched as compared to peers. Even on this front, Li Auto is ahead. Therefore, on a standalone basis, Nio seems to be on a recovery path. However, when compared to peers, there are better options. There is another business aspect that sets Li Auto apart from Nio. To elaborate, BYD (OTCPK:BYDDF) reported 340,799 passenger car sales in July 2024. Of this, 60% were plug-in hybrids. In general, Chinese EV consumers are preferring hybrid options as compared to battery-only cars. This implies that Li Auto has an advantageous position as compared to Nio. I mentioned earlier that ZEEKR reported better vehicle margin and operating level performance as compared to Nio. This is another reason why ZEEKR holds an edge. The company is backed by Geely Automobile (OTCPK:GELYY). If we look at July 2024 data, Geely was in the second place in terms of NEV sales in China. With the company having a strong market position, ZEEKR is positioned to benefit. These are just indicators of the point that there can be better investment options. It’s worth mentioning here that Nio and XPeng have expanded into the European markets. However, considering the tariffs factor, growth is likely to be impacted. Nio has already indicated that prices are likely to be increased to mitigate the impact of tariffs. The long-term impact still needs to be ascertained. On the other hand, Li Auto is exclusively focused on China. This has helped in curbing cost and maintaining operational efficiency. With a strong cash buffer, I expect Li to pursue international expansion in the next 12 to 24 months. However, the focus is likely to be on regions where the regulatory environment is friendly. This includes the Middle-East and Southeast Asia. Let me again emphasize that a standalone analysis might paint a different story. JPMorgan (JPM) believes that Nio will turn operating cash flow positive in the second half of 2024. Further, the price target for the stock has been revised to $8. In my personal view, a rally in Nio stock would be a good time to sell and shift to relatively better EV companies. I must mention that I am not talking about the industry leaders like Tesla (TSLA) or BYD. If these names are included in the basket of EV stocks, it makes sense to remain invested in industry leaders. The focus, however, is on emerging EV companies from China. Concluding Views I believe that the electric vehicle industry is at a point where the winners will be separated from the laggards. There is likely to be industry consolidation and the Chinese EV market is positioned for “brutal elimination.” According to Wang Chuanfu, Chairman of BYD, “China’s EV industry has entered a stage of cyclical adjustment after two decades of growth.” I am not suggesting that Nio is unlikely to survive. However, in the current industry scenario, I would prefer to remain invested in companies with a relatively better track record and deep pockets. If the industry scenario worsens, Nio might be forced to pursue further dilution of equity. I also expect high R&D investments to sustain for all major EV companies. It’s technological advancement that’s likely to set companies apart from peers. In a recent news, BMW (OTCPK:BMWYY) announced that it will be working with Toyota (TM) to advance “hydrogen fuel cell technology and expand fuel cell electric vehicle options available to drivers.” The company plans to launch its first-ever fuel cell series production vehicle in 2028. The point I want to make is that the horizon for new energy vehicles is expanding. This will further contribute to the competitive landscape. My key conclusion is that Nio has reported encouraging numbers. However, it’s still too early to conclude on sustained growth and recovery. I would stay in the sidelines or look at relatively better investment options in the EV industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323539672571960,"gmtCreate":1720014634574,"gmtModify":1720014639168,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"💤 💤 💤 ","listText":"💤 💤 💤 ","text":"💤 💤 💤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323539672571960","repostId":"1155627702","repostType":2,"repost":{"id":"1155627702","pubTimestamp":1719978763,"share":"https://ttm.financial/m/news/1155627702?lang=&edition=fundamental","pubTime":"2024-07-03 11:52","market":"us","language":"en","title":"NIO: Growth At All Costs May Not Last","url":"https://stock-news.laohu8.com/highlight/detail?id=1155627702","media":"seekingalpha","summary":"NIO's stock rallied significantly yesterday after inspiring Q2 delivery numbers, which more than doubled.The company's financial performance suggests that management prioritizes growth at all costs, w","content":"<html><head></head><body><ul style=\"\"><li><p>NIO's stock rallied significantly yesterday after inspiring Q2 delivery numbers, which more than doubled.</p></li><li><p>The company's financial performance suggests that management prioritizes growth at all costs, which is unsustainable and harmful to shareholders in the long term.</p></li><li><p>Valuation analysis suggests NIO's stock is overvalued, fair share price estimated at $1.36.</p></li></ul><h2 id=\"id_4142055286\" style=\"text-align: left;\">Introduction</h2><p style=\"text-align: left;\">I remain bearish about NIO (NYSE:NIO) and want to reiterate my 'Strong Sell' rating for the stock. The stock declined by 2.4% since my previous thesis. My previous thesis could have looked even better, but the stock gained more than 6% yesterday after positive Q2 deliveries data. NIO's latest deliveries report is really impressive with sales more than doubling in Q2. On the other hand, this growth might be unsustainable because it looks like a 'growth at all costs'. I think so because Q1 financial performance was quite disappointing with soaring cash burn. NIO's profitability metrics are way behind its closest rivals, which also underscores prioritizing 'growth at all costs'. I expect more dilution soon, which will probably make NIO's unattractive valuation look even worse. Considering all these factors, I believe that NIO's yesterday rally was more a 'dead cat bounce' rather than a sustainable rebound.</p><h2 id=\"id_2841942455\" style=\"text-align: left;\">Fundamental analysis</h2><p style=\"text-align: left;\">The most fresh fundamental information about NIO is its Q2 2024 deliveries. The quarter's deliveries totaled 57,373 vehicles, increasing by 144% YoY. The increase is impressive, the market reacted by showing a big intraday rally. NIO's Q2 deliveries growth outperformed its closest rivals like Li Auto (LI) and XPeng (XPEV). On the other hand, Li Auto's deliveries are twice as high as NIO's. Growing against larger numbers is usually more difficult.</p><p style=\"text-align: left;\">NIO delivered a total of 87,426 during the first half of 2024, compared to 54,561 units in H1 2023. The increase is 60%. According to the last November's information, NIO's target for the full year is 230,000 units. With that being said, NIO needs to deliver 142,574 cars in H2 2024. Thus, NIO should demonstrate a 35% increase in deliveries during the second half of the year. This looks doable considering strong growth momentum of the Q2.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b02cacd30c04fea262e535d1a7e1741\" alt=\"NIO PL\" title=\"NIO PL\" tg-width=\"640\" tg-height=\"651\"/><span>NIO PL</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">Despite the impressive growth in the volume of cars sold, NIO's financial performance is not improving. Of course, we do not have Q2 earnings yet, but financial metrics of Q1 were disappointing. The operating margin dipped below -50% and it was much weaker both compared YoY and QoQ. As a result, NIO's outstanding cash balance decreased by around $1.7 billion sequentially. The company's balance sheet continues shrinking at a notable speed. This will likely lead to the issuing of new shares, and the recent stability in the number of shares outstanding will be disrupted.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aeade29223fd17c2498ae5809a29679c\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"424\"/><span>Chart</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">NIO's impressive H1 deliveries growth was likely achieved with a 'growth at all costs' strategy. I made this conclusion by comparing the company's profitability metrics with rivals. NIO's profitability still looks poor compared to LI and XPEV. Comparing with Li might be unfair due to the big gap in scales of these two companies. However, XPEV delivers less cars than NIO and its profitability metrics look better.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d990241a6071c87946aa9215f6a1955\" alt=\"NIO vs competitios\" title=\"NIO vs competitios\" tg-width=\"640\" tg-height=\"355\"/><span>NIO vs competitios</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">NIO's revenue per employee is two times lower than Li's and 25% lower compared to XPEV. This indicates that NIO does not prioritize efficient and profitable growth, which is not a sustainable approach to building value for shareholders.</p><p style=\"text-align: left;\">The management did not announce exact global expansion plans, but opening 'NIO houses' across Europe suggests that they had ambitious plans in this direction. The recent introduction of additional tariffs on Chinese EVs by the EU is a serious fundamental headwind for NIO's plans to expand internationally. Expansion to the U.S. market already looks impossible for Chinese EVs after Joe Biden introduced a 100% tariff.</p><h2 id=\"id_808253151\" style=\"text-align: left;\">Valuation analysis</h2><p style=\"text-align: left;\">I use the discounted cash flow ('DCF') approach to update my valuation analysis for NIO. I use a 12% WACC, as recommended by Finbox. I rely on the FY 2024 revenue consensus forecast of $9.38 billion and use a linear 17.15% CAGR for 2025-2028.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69d6e48f810a92d169d2699bbc204dd6\" alt=\"Tesla's CF\" title=\"Tesla's CF\" tg-width=\"640\" tg-height=\"308\"/><span>Tesla's CF</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">NIO is still not profitable and the level of uncertainty regarding the free cash flow margin is very high. However, Tesla (TSLA) first achieved sustainable positive FCF starting in FY 2019 (please see above) when it had already surpassed $20 billion in revenue. Therefore, I assume that to generate at least 1% in FCF, the company must surpass $15 billion in revenue. Therefore, I expect NIO to start generating positive FCF no earlier than FY 2027, with a slow expansion. According to Seeking Alpha, there are 2.07 billion outstanding NIO shares at the moment. I project a 4% constant growth rate because NIO operates in an industry that enjoys solid positive secular transitions.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5220e9785a156463a5065edb1306a132\" alt=\"NIO valuation\" title=\"NIO valuation\" tg-width=\"640\" tg-height=\"303\"/><span>NIO valuation</span></p><p style=\"text-align: left;\">The fair share price is $1.36, three times lower than yesterday's closing price. This financial model is very sensitive to changes in constant growth rate. However, even upgrading the rate to unrealistic 8% does not make NIO's stock attractively valued. Therefore, I do not find NIO's valuation attractive at all.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7931c3699c50a96d4578d05b5c5dc05d\" alt=\"KM\" title=\"KM\" tg-width=\"640\" tg-height=\"303\"/><span>KM</span></p><p style=\"text-align: left;\"></p><h2 id=\"id_3460249774\" style=\"text-align: left;\">Mitigating factors</h2><p style=\"text-align: left;\">NIO's current 'growth at all costs' approach might be temporary. The management might prioritize this method for a limited time period just to gain momentum and gain popularity. This will help in expanding the company's market share and building brand loyalty. Once these goals are achieved, NIO might start aggressive cost-cutting to improve its profitability profile. However, it is quite a risky strategy because the competition is intensifying as more legacy automakers introduce plans to expand their all-electric models. Therefore, the possibility of such a scenario is quite low.</p><h2 id=\"id_3766739004\" style=\"text-align: left;\">Conclusion</h2><p style=\"text-align: left;\">I do not believe in the sustainability of NIO's yesterday rally. The Q2 deliveries look impressive without looking at financial performance. However, peer analysis of profitability metrics together with recent historical trends suggest that NIO switched its approach to 'growth at all costs' which is unsustainable. The cash burn problem cannot be over-estimated and there will highly likely be more dilution soon. My fair share price estimate is much lower than the last close. All these factors make me reiterate a 'Strong sell' rating for NIO.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: Growth At All Costs May Not Last</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\">\nNIO: Growth At All Costs May Not Last\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-03 11:52 GMT+8 <a href=https://seekingalpha.com/article/4701957-nio-stock-q2-deliveries-growth-at-all-costs-may-not-last-maintain-sell?source=first_level_url%3Atrending-analysis%7Ccontent_type%3Aall%7Csection%3Acontent%7Cline%3A4><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO's stock rallied significantly yesterday after inspiring Q2 delivery numbers, which more than doubled.The company's financial performance suggests that management prioritizes growth at all costs, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4701957-nio-stock-q2-deliveries-growth-at-all-costs-may-not-last-maintain-sell?source=first_level_url%3Atrending-analysis%7Ccontent_type%3Aall%7Csection%3Acontent%7Cline%3A4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4701957-nio-stock-q2-deliveries-growth-at-all-costs-may-not-last-maintain-sell?source=first_level_url%3Atrending-analysis%7Ccontent_type%3Aall%7Csection%3Acontent%7Cline%3A4","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1155627702","content_text":"NIO's stock rallied significantly yesterday after inspiring Q2 delivery numbers, which more than doubled.The company's financial performance suggests that management prioritizes growth at all costs, which is unsustainable and harmful to shareholders in the long term.Valuation analysis suggests NIO's stock is overvalued, fair share price estimated at $1.36.IntroductionI remain bearish about NIO (NYSE:NIO) and want to reiterate my 'Strong Sell' rating for the stock. The stock declined by 2.4% since my previous thesis. My previous thesis could have looked even better, but the stock gained more than 6% yesterday after positive Q2 deliveries data. NIO's latest deliveries report is really impressive with sales more than doubling in Q2. On the other hand, this growth might be unsustainable because it looks like a 'growth at all costs'. I think so because Q1 financial performance was quite disappointing with soaring cash burn. NIO's profitability metrics are way behind its closest rivals, which also underscores prioritizing 'growth at all costs'. I expect more dilution soon, which will probably make NIO's unattractive valuation look even worse. Considering all these factors, I believe that NIO's yesterday rally was more a 'dead cat bounce' rather than a sustainable rebound.Fundamental analysisThe most fresh fundamental information about NIO is its Q2 2024 deliveries. The quarter's deliveries totaled 57,373 vehicles, increasing by 144% YoY. The increase is impressive, the market reacted by showing a big intraday rally. NIO's Q2 deliveries growth outperformed its closest rivals like Li Auto (LI) and XPeng (XPEV). On the other hand, Li Auto's deliveries are twice as high as NIO's. Growing against larger numbers is usually more difficult.NIO delivered a total of 87,426 during the first half of 2024, compared to 54,561 units in H1 2023. The increase is 60%. According to the last November's information, NIO's target for the full year is 230,000 units. With that being said, NIO needs to deliver 142,574 cars in H2 2024. Thus, NIO should demonstrate a 35% increase in deliveries during the second half of the year. This looks doable considering strong growth momentum of the Q2.NIO PLDespite the impressive growth in the volume of cars sold, NIO's financial performance is not improving. Of course, we do not have Q2 earnings yet, but financial metrics of Q1 were disappointing. The operating margin dipped below -50% and it was much weaker both compared YoY and QoQ. As a result, NIO's outstanding cash balance decreased by around $1.7 billion sequentially. The company's balance sheet continues shrinking at a notable speed. This will likely lead to the issuing of new shares, and the recent stability in the number of shares outstanding will be disrupted.ChartNIO's impressive H1 deliveries growth was likely achieved with a 'growth at all costs' strategy. I made this conclusion by comparing the company's profitability metrics with rivals. NIO's profitability still looks poor compared to LI and XPEV. Comparing with Li might be unfair due to the big gap in scales of these two companies. However, XPEV delivers less cars than NIO and its profitability metrics look better.NIO vs competitiosNIO's revenue per employee is two times lower than Li's and 25% lower compared to XPEV. This indicates that NIO does not prioritize efficient and profitable growth, which is not a sustainable approach to building value for shareholders.The management did not announce exact global expansion plans, but opening 'NIO houses' across Europe suggests that they had ambitious plans in this direction. The recent introduction of additional tariffs on Chinese EVs by the EU is a serious fundamental headwind for NIO's plans to expand internationally. Expansion to the U.S. market already looks impossible for Chinese EVs after Joe Biden introduced a 100% tariff.Valuation analysisI use the discounted cash flow ('DCF') approach to update my valuation analysis for NIO. I use a 12% WACC, as recommended by Finbox. I rely on the FY 2024 revenue consensus forecast of $9.38 billion and use a linear 17.15% CAGR for 2025-2028.Tesla's CFNIO is still not profitable and the level of uncertainty regarding the free cash flow margin is very high. However, Tesla (TSLA) first achieved sustainable positive FCF starting in FY 2019 (please see above) when it had already surpassed $20 billion in revenue. Therefore, I assume that to generate at least 1% in FCF, the company must surpass $15 billion in revenue. Therefore, I expect NIO to start generating positive FCF no earlier than FY 2027, with a slow expansion. According to Seeking Alpha, there are 2.07 billion outstanding NIO shares at the moment. I project a 4% constant growth rate because NIO operates in an industry that enjoys solid positive secular transitions.NIO valuationThe fair share price is $1.36, three times lower than yesterday's closing price. This financial model is very sensitive to changes in constant growth rate. However, even upgrading the rate to unrealistic 8% does not make NIO's stock attractively valued. Therefore, I do not find NIO's valuation attractive at all.KMMitigating factorsNIO's current 'growth at all costs' approach might be temporary. The management might prioritize this method for a limited time period just to gain momentum and gain popularity. This will help in expanding the company's market share and building brand loyalty. Once these goals are achieved, NIO might start aggressive cost-cutting to improve its profitability profile. However, it is quite a risky strategy because the competition is intensifying as more legacy automakers introduce plans to expand their all-electric models. Therefore, the possibility of such a scenario is quite low.ConclusionI do not believe in the sustainability of NIO's yesterday rally. The Q2 deliveries look impressive without looking at financial performance. However, peer analysis of profitability metrics together with recent historical trends suggest that NIO switched its approach to 'growth at all costs' which is unsustainable. The cash burn problem cannot be over-estimated and there will highly likely be more dilution soon. My fair share price estimate is much lower than the last close. All these factors make me reiterate a 'Strong sell' rating for NIO.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317683321614352,"gmtCreate":1718598542564,"gmtModify":1718598546849,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Thank you to all shareholders of TSLA and also to all Tesla owners, you all are the best 🤩","listText":"Thank you to all shareholders of TSLA and also to all Tesla owners, you all are the best 🤩","text":"Thank you to all shareholders of TSLA and also to all Tesla owners, you all are the best 🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317683321614352","repostId":"2443976177","repostType":4,"repost":{"id":"2443976177","pubTimestamp":1718595252,"share":"https://ttm.financial/m/news/2443976177?lang=&edition=fundamental","pubTime":"2024-06-17 11:34","market":"hk","language":"en","title":"Elon Musk’s Pay Package Dwarfs Median CEO Compensation","url":"https://stock-news.laohu8.com/highlight/detail?id=2443976177","media":"seekingalpha","summary":"Tesla’s (NASDAQ:TSLA) shareholders on Thursday voted to restore Chief Executive Elon Musk's 10-year pay plan, valued at $44.9 billion by the electric-vehicle maker in April. The record-setting sum dw","content":"<html><body><p>Tesla’s (<span>NASDAQ:TSLA</span>) shareholders on Thursday voted to restore Chief Executive Elon Musk's 10-year pay plan, valued at $44.9 billion by the electric-vehicle maker in April. </p> <p>The record-setting sum dwarfs the median compensation for CEOs of the biggest publicly traded U.S. corporations. Last year, their pay was<span> about 200 times more than the median amount for a worker at their respective companies, the Associated Press reported.</span></p> <p>The highest-paid CEO last year was Hock Tan, head of artificial intelligence company Broadcom (AVGO), with a pay package valued at $162 million at the start of 2023. Because his compensation mostly consisted of stock awards, its value ballooned to $767.7 million in March as Broadcom’s (AVGO) share price hit a record high, according to the AP’s analysis.</p> <p>Other top-paid CEOs were William Lansing of Fair Isaac (FICO) at $66.3 million; Tim Cook of Apple (AAPL) at $63.2 million; Hamid Moghadam of Prologis (PLD) at $50.9 million; and Ted Sarandos, co-CEO of Netflix (NFLX), at $49.8 million.</p> <p>The median pay package last year for a CEO of an S&P 500 company was $16.3 million, the AP reported, citing data analyzed by benchmarking firm Equilar.</p> <p>Despite Tesla's (TSLA) shareholder vote, Musk and the company still face legal opposition to the stock-option deal. The shareholder vote also is being challenged in court.</p> </body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk’s Pay Package Dwarfs Median CEO Compensation</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\">\nElon Musk’s Pay Package Dwarfs Median CEO Compensation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-17 11:34 GMT+8 <a href=https://seekingalpha.com/news/4116502-elon-musks-pay-package-dwarfs-median-ceo-compensation><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla’s (NASDAQ:TSLA) shareholders on Thursday voted to restore Chief Executive Elon Musk's 10-year pay plan, valued at $44.9 billion by the electric-vehicle maker in April. The record-setting sum ...</p>\n\n<a href=\"https://seekingalpha.com/news/4116502-elon-musks-pay-package-dwarfs-median-ceo-compensation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4501":"段永平概念","BK4579":"人工智能","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","FICO":"Fair Isaac Corp","NFLX":"奈飞","BK4550":"红杉资本持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4588":"碎股","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4551":"寇图资本持仓","LU0080751232.USD":"富达环球多元动力基金A","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","PLD":"安博","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4581":"高盛持仓","AVGO":"博通","TSLA":"特斯拉","BK4512":"苹果概念","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4099":"汽车制造商","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","BK4511":"特斯拉概念","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4592":"伊斯兰概念","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4507":"流媒体概念","BK4576":"AR","BK4555":"新能源车","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4575":"芯片概念","AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/4116502-elon-musks-pay-package-dwarfs-median-ceo-compensation","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2443976177","content_text":"Tesla’s (NASDAQ:TSLA) shareholders on Thursday voted to restore Chief Executive Elon Musk's 10-year pay plan, valued at $44.9 billion by the electric-vehicle maker in April. The record-setting sum dwarfs the median compensation for CEOs of the biggest publicly traded U.S. corporations. Last year, their pay was about 200 times more than the median amount for a worker at their respective companies, the Associated Press reported. The highest-paid CEO last year was Hock Tan, head of artificial intelligence company Broadcom (AVGO), with a pay package valued at $162 million at the start of 2023. Because his compensation mostly consisted of stock awards, its value ballooned to $767.7 million in March as Broadcom’s (AVGO) share price hit a record high, according to the AP’s analysis. Other top-paid CEOs were William Lansing of Fair Isaac (FICO) at $66.3 million; Tim Cook of Apple (AAPL) at $63.2 million; Hamid Moghadam of Prologis (PLD) at $50.9 million; and Ted Sarandos, co-CEO of Netflix (NFLX), at $49.8 million. The median pay package last year for a CEO of an S&P 500 company was $16.3 million, the AP reported, citing data analyzed by benchmarking firm Equilar. Despite Tesla's (TSLA) shareholder vote, Musk and the company still face legal opposition to the stock-option deal. The shareholder vote also is being challenged in court.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314147332993288,"gmtCreate":1717716469343,"gmtModify":1717716473251,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Just noise, ignore. NiO is getting stronger, customers are growing","listText":"Just noise, ignore. NiO is getting stronger, customers are growing","text":"Just noise, ignore. NiO is getting stronger, customers are growing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314147332993288","repostId":"2441742491","repostType":2,"repost":{"id":"2441742491","pubTimestamp":1717691584,"share":"https://ttm.financial/m/news/2441742491?lang=&edition=fundamental","pubTime":"2024-06-07 00:33","market":"us","language":"en","title":"3 Dangerous Stocks You Should Sell ASAP in June","url":"https://stock-news.laohu8.com/highlight/detail?id=2441742491","media":"InvestorPlace","summary":"Investors should beware of holding these stocks as they face difficulties not easy to overcome and are not priced accordingly.","content":"<html><body><article>\n<header>\n<div>\n<div>\n<ul>\n<li><span>Don’t overlook the risks these stocks harbor because of their growth potential, as 2024 seems increasingly likely to present challenges. </span></li>\n<li><b>Hormel Foods </b><span>(</span><b></b><b><strong><u>HRL</u></strong></b><span>): Despite its reputation as a blue-chip stock for many investors, persistent struggles continue to drag Hormel down.</span></li>\n<li><b>Nio</b><span> (</span><b></b><b><strong><u>NIO</u></strong></b><span>): Aside from a slim chance of long-term potential, this Chinese EV maker has far too much to compensate for in the short term.</span></li>\n<li><b>Williams-Sonoma </b>(<b></b><b><strong><u>WSM</u></strong></b><span>): Coming off a strong quarter, this stock is valued far too high and may experience a limit to its growth for the remainder of this year.</span></li>\n</ul> </div>\n<div></div>\n<figure>\n<div>\n<img decoding=\"async\" fetchpriority=\"high\" height=\"432\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600-768x432.png\" srcset=\"https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600-768x432.png 768w, https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600-300x169.png 300w, https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600-1024x576.png 1024w, https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600-1536x864.png 1536w, https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600-200x113.png 200w, https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600-400x225.png 400w, https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600-116x65.png 116w, https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600-100x56.png 100w, https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600-89x50.png 89w, https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600-78x44.png 78w, https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600.png 1600w\" width=\"768\"/> </div>\n<figcaption>\n<p>Source: chanpipat / Shutterstock.com</p>\n</figcaption>\n</figure>\n<div>\n<p>It is better to clear out stocks with empty potential to make room for companies that have proven their worth in 2024. </p>\n<p>While these three stocks have upsides, there is doubt about their continued performance and whether or not their potential outweighs their current challenges and valuations. After seeing what the rest of 2024 will bring to these stocks, you can decide whether to hold or heed the warning and avoid the danger of a dropoff. </p>\n<p>We’ll detail the current financial and economic challenges troubling these stocks and what this could mean for investors who own shares. </p>\n<h2>Hormel Foods (HRL)</h2>\n<div><img decoding=\"async\" height=\"169\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2022/04/hrl-1600-300x169.png\" srcset=\"https://investorplace.com/wp-content/uploads/2022/04/hrl-1600-300x169.png 300w, https://investorplace.com/wp-content/uploads/2022/04/hrl-1600-1024x576.png 1024w, https://investorplace.com/wp-content/uploads/2022/04/hrl-1600-768x432.png 768w, https://investorplace.com/wp-content/uploads/2022/04/hrl-1600-1536x864.png 1536w, https://investorplace.com/wp-content/uploads/2022/04/hrl-1600-200x113.png 200w, https://investorplace.com/wp-content/uploads/2022/04/hrl-1600-400x225.png 400w, https://investorplace.com/wp-content/uploads/2022/04/hrl-1600-116x65.png 116w, https://investorplace.com/wp-content/uploads/2022/04/hrl-1600-100x56.png 100w, https://investorplace.com/wp-content/uploads/2022/04/hrl-1600-89x50.png 89w, https://investorplace.com/wp-content/uploads/2022/04/hrl-1600-78x44.png 78w, https://investorplace.com/wp-content/uploads/2022/04/hrl-1600.png 1600w\" width=\"300\"/><div>Source: viewimage / Shutterstock</div></div><p><strong>Hormel Foods </strong>(NYSE:<span><strong><u>HRL</u></strong></span>) has established itself as a top company in food products and has had a long history of solid dividends, earning it the title of blue-chip. However, the company has not had an easy ride, and despite consistently increasing dividends, the stock’s price has taken a severe hit.</p>\n<p>Hormel is very dependent on the prices of food-related commodities such as poultry and pork and has suffered due to volatility in that sector. Breakouts of bird flu and regulations from the pandemic damaged Hormel, which it has yet to recover from fully. </p>\n<p>The damage reached the supply chain, and sales also took a hit, with reverberations visible even in Hormel’s most recent earnings report. The last few quarters have shown a flat sales volume, and the operating margin has dipped slightly year-over-year.</p>\n<p>The company continues to protect its dividend but has yet to rise above these ongoing challenges. Earnings per share is down to $0.34, and the outlook for the rest of this year promises much the same.</p>\n<p>Although the price has dropped, the company’s limited earnings potential still makes it a highly valued asset. Therefore, selling this blue-chip stock and investing elsewhere may be best.</p>\n<h2>Nio (NIO)</h2>\n<div><img decoding=\"async\" height=\"169\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2024/03/nio1600-8-300x169.png\" srcset=\"https://investorplace.com/wp-content/uploads/2024/03/nio1600-8-300x169.png 300w, https://investorplace.com/wp-content/uploads/2024/03/nio1600-8-1024x576.png 1024w, https://investorplace.com/wp-content/uploads/2024/03/nio1600-8-768x432.png 768w, https://investorplace.com/wp-content/uploads/2024/03/nio1600-8-1536x864.png 1536w, https://investorplace.com/wp-content/uploads/2024/03/nio1600-8-200x113.png 200w, https://investorplace.com/wp-content/uploads/2024/03/nio1600-8-400x225.png 400w, https://investorplace.com/wp-content/uploads/2024/03/nio1600-8-116x65.png 116w, https://investorplace.com/wp-content/uploads/2024/03/nio1600-8-100x56.png 100w, https://investorplace.com/wp-content/uploads/2024/03/nio1600-8-89x50.png 89w, https://investorplace.com/wp-content/uploads/2024/03/nio1600-8-78x44.png 78w, https://investorplace.com/wp-content/uploads/2024/03/nio1600-8.png 1600w\" width=\"300\"/><div>Source: Freer / Shutterstock.com</div></div><p>Chinese EV maker <strong>Nio </strong>(NYSE:<span><strong><u>NIO</u></strong></span>) has been a hot stock, with many investors buying into the company’s enormous potential. Unfortunately for many, the stock has yet to realize this potential and shows a shaky performance that should be noted before holding any further. </p>\n<p>Despite the considerable buzz that Nio stirred up following its IPO, the stock has fallen from its former glory. It came out of the gates roaring, but deliveries and sales have since slowed tremendously, showing a 5% increase in sales year over year in Q4 2023 and an 11.3% decrease from Q3. The company’s gross margin also took a hit with vehicle margins seeing little growth.</p>\n<p>Nio has had to overcome struggles within China, including a slow economy and harsh regulatory environment, but it has also faced struggles overseas. Europe and the U.S. are imposing higher tariffs on Chinese EVs, severely limiting Nio’s ability to reach out and overcome domestic headwinds.</p>\n<p>It will be impossible for Nio to overcome its relatively high debt and even more difficult to cross the profitability line for some years. While some investors may want to hold on to the EV maker’s potential, much risk is involved, with little return for the foreseeable future.</p>\n<h2>Williams-Sonoma (WSM)</h2>\n<div><img decoding=\"async\" height=\"169\" loading=\"lazy\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2019/07/WSM1600-300x169.jpg\" srcset=\"https://investorplace.com/wp-content/uploads/2019/07/WSM1600-300x169.jpg 300w, https://investorplace.com/wp-content/uploads/2019/07/WSM1600-768x432.jpg 768w, https://investorplace.com/wp-content/uploads/2019/07/WSM1600-1024x576.jpg 1024w, https://investorplace.com/wp-content/uploads/2019/07/WSM1600-200x113.jpg 200w, https://investorplace.com/wp-content/uploads/2019/07/WSM1600-400x225.jpg 400w, https://investorplace.com/wp-content/uploads/2019/07/WSM1600-116x65.jpg 116w, https://investorplace.com/wp-content/uploads/2019/07/WSM1600-100x56.jpg 100w, https://investorplace.com/wp-content/uploads/2019/07/WSM1600-89x50.jpg 89w, https://investorplace.com/wp-content/uploads/2019/07/WSM1600-78x44.jpg 78w, https://investorplace.com/wp-content/uploads/2019/07/WSM1600.jpg 1600w\" width=\"300\"/><div>Source: designs by Jack / Shutterstock.com</div></div><p><strong>Williams-Sonoma </strong>(NYSE:<span><strong><u>WSM</u></strong></span>) has been a popular home and kitchenware retailer for many years. The stock has shown excellent performance over the last year, with solid demand and earnings. However, this stock may have peaked, and there may be only one direction to go from here: down.</p>\n<p>The first indicator is the company’s guidance for the full year of 2024. Williams-Sonoma had an excellent quarter and increased its initial operating margin guidance. This new operating margin estimate of 17%- 18% falls below the margin reported in Q1 of 19.5%. In other words, the rest of this year will likely not be such a smashing success. </p>\n<p>While the outlook does not indicate a bad performance, the stock trades at a comparatively expensive price. Coupled with interest rates, shrinking demand for home improvement, and lower consumer spending, this limited growth will likely continue, making Williams-Sonoma overvalued and a sell for this month.</p>\n<p><em>On the date of publication, Joel Lim did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>\n<div><p>Joel Lim is a contributor at InvestorPlace.com and a finance content contractor who creates content for several companies like LTSE and Realtor, along with financial publications, including Business Insider, Yahoo Finance, Mises Institution and Foundation for Economic Education.</p></div>\n</div>\n<div>\n<div hidden=\"true\">\n<div>\n<svg fill=\"none\" height=\"32\" viewbox=\"0 0 261 32\" width=\"261\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M38.8652 7.49652H42.2492V25.7517H38.8652V7.49652ZM60.0112 7.49652H63.3142V25.7517H60.0921L50.9278 13.1733V25.7517H47.6248V7.49652H50.8469L60.0112 20.0749V7.49652ZM66.5201 7.49652H70.2279L75.4578 21.8955L80.7685 7.49652H84.3144L77.1417 25.7517H73.5957L66.5201 7.49652ZM87.4232 7.49652H100.457V10.5418H90.8072V15.0601H99.5019V18.1054H90.8072V22.7064H100.781V25.7517H87.4232V7.49652ZM113.637 10.8563C112.666 10.5253 111.872 10.3598 111.063 10.3598C110.253 10.3598 109.622 10.5253 109.136 10.8563C108.65 11.1873 108.407 11.601 108.407 12.1803C108.407 12.6768 108.569 13.0906 108.893 13.4216C109.217 13.7526 109.622 14.0009 110.188 14.2491C110.674 14.4974 111.403 14.7456 112.196 14.9939C113.41 15.3249 114.366 15.7387 115.175 16.0697C115.985 16.4007 116.616 16.98 117.183 17.7082C117.75 18.453 117.993 19.3467 117.993 20.5052C117.993 21.6638 117.669 22.5575 117.102 23.385C116.535 24.2125 115.742 24.858 114.689 25.2718C113.637 25.6855 112.52 25.9338 111.144 25.9338C109.767 25.9338 108.407 25.6855 107.047 25.1063C105.752 24.6098 104.554 23.865 103.582 22.9713L105.023 20.0087C105.914 20.8362 106.95 21.4817 108.083 21.9782C109.217 22.4747 110.253 22.723 111.225 22.723C112.196 22.723 112.908 22.5575 113.475 22.1437C114.042 21.73 114.285 21.2334 114.285 20.588C114.285 20.0915 114.123 19.5949 113.799 19.2639C113.475 18.9329 113.07 18.6847 112.504 18.4364C112.018 18.1882 111.289 18.0226 110.415 17.6916C109.201 17.3606 108.245 16.9469 107.436 16.6159C106.626 16.2848 105.995 15.7056 105.509 15.0601C104.942 14.3153 104.699 13.4216 104.699 12.2631C104.699 11.1873 104.942 10.2936 105.509 9.46603C106.076 8.6385 106.869 8.07578 107.841 7.66202C108.893 7.24826 110.01 7 111.386 7C112.52 7 113.718 7.16551 114.851 7.49652C115.985 7.82753 117.021 8.32404 117.912 8.88676L116.471 12.1803C115.499 11.6838 114.609 11.27 113.637 10.8563ZM120.146 7.49652H134.702V10.6246H129.148V25.7517H125.683V10.608H120.13V7.49652H120.146ZM149.987 8.473C151.428 9.30052 152.561 10.4425 153.452 11.8493C154.261 13.2395 154.747 14.8946 154.747 16.6159C154.747 18.3371 154.342 19.9094 153.452 21.3824C152.642 22.7726 151.444 23.9312 149.987 24.7587C148.546 25.5862 146.926 26 145.162 26C143.397 26 141.778 25.5862 140.337 24.7587C138.896 23.9312 137.762 22.7892 136.872 21.3824C136.062 19.9922 135.576 18.3371 135.576 16.6159C135.576 14.8946 135.981 13.3223 136.872 11.8493C137.681 10.4591 138.879 9.30052 140.337 8.473C141.794 7.64547 143.397 7.23171 145.162 7.23171C146.926 7.23171 148.546 7.66202 149.987 8.473ZM142.182 11.1873C141.211 11.7666 140.499 12.5113 139.932 13.4051C139.365 14.3981 139.122 15.3746 139.122 16.5331C139.122 17.6916 139.365 18.7509 139.932 19.6611C140.499 20.6542 141.227 21.3824 142.182 21.9617C143.073 22.5409 144.109 22.7892 145.243 22.7892C146.295 22.7892 147.331 22.5409 148.222 21.9617C149.112 21.3824 149.825 20.6376 150.391 19.6611C150.958 18.6681 151.201 17.6916 151.201 16.5331C151.201 15.3746 150.958 14.3153 150.391 13.4051C149.825 12.4948 149.096 11.6838 148.222 11.1873C147.331 10.608 146.295 10.3598 145.243 10.3598C144.109 10.3763 143.073 10.608 142.182 11.1873ZM169.773 25.7517L166.712 20.3232H162.049V25.669H158.665V7.49652H166.065C168.396 7.49652 170.161 8.07578 171.456 9.13502C172.752 10.2108 173.302 11.7666 173.302 13.7361C173.302 15.1263 172.978 16.3676 172.412 17.3606C171.764 18.3537 170.971 19.0819 169.756 19.6611L173.691 25.669H169.756L169.773 25.7517ZM161.968 17.2779H165.984C167.279 17.2779 168.234 17.0296 168.963 16.4503C169.611 15.8711 170.015 15.0601 170.015 13.9016C170.015 12.743 169.692 11.9321 168.963 11.4355C168.315 10.8563 167.279 10.608 165.984 10.608H161.968V17.2779ZM190.757 8.90331C191.971 9.97909 192.521 11.4521 192.521 13.3389C192.521 15.3084 191.874 16.8807 190.757 17.9399C189.542 19.0157 187.858 19.5784 185.608 19.5784H180.783V25.5035H179.018V7.34756H185.608C187.777 7.34756 189.542 7.92683 190.757 8.90331ZM189.461 16.8807C190.352 16.0531 190.821 14.9939 190.821 13.4216C190.821 11.9486 190.336 10.8728 189.461 10.0453C188.571 9.21777 187.211 8.88676 185.527 8.88676H180.783V18.0226H185.527C187.211 18.0392 188.506 17.7082 189.461 16.8807ZM197.023 7.34756H198.787V23.9643H206.673V25.6028H197.104V7.34756H197.023ZM224.516 25.6028L222.427 20.7535H212.534L210.445 25.6028H208.599L216.647 7.43031H218.492L226.54 25.6028H224.516ZM213.182 19.115H221.714L217.456 9.25087L213.182 19.115ZM240.286 9.39983C239.315 8.98606 238.359 8.82056 237.388 8.82056C236.028 8.82056 234.732 9.15157 233.599 9.81359C232.466 10.4756 231.51 11.3693 230.863 12.6106C230.215 13.7692 229.81 15.0767 229.81 16.4835C229.81 17.8737 230.134 19.115 230.863 20.3563C231.51 21.5148 232.466 22.4085 233.599 23.1533C234.732 23.8153 236.011 24.2291 237.388 24.2291C238.359 24.2291 239.315 24.0636 240.286 23.6498C241.257 23.2361 242.051 22.7395 242.779 22.0113L243.832 23.1699C242.941 23.9974 241.905 24.6429 240.772 25.1394C239.638 25.6359 238.44 25.8841 237.307 25.8841C235.623 25.8841 234.085 25.4704 232.644 24.6429C231.203 23.8153 230.15 22.6733 229.26 21.2666C228.45 19.8763 228.045 18.304 228.045 16.5828C228.045 14.8615 228.45 13.372 229.341 11.9817C230.15 10.5915 231.267 9.43293 232.725 8.6054C234.166 7.77788 235.704 7.36411 237.388 7.36411C238.602 7.36411 239.719 7.61237 240.853 8.02613C241.986 8.52265 242.941 9.10192 243.832 9.91289L242.779 11.1376C242.051 10.3929 241.241 9.81359 240.286 9.39983ZM248.641 7.34756H260.541V8.98606H250.406V15.4904H259.489V17.1289H250.406V23.9477H260.865V25.5862H248.641V7.34756Z\" fill=\"#212121\"></path>\n<path d=\"M31.3505 14.3755C31.3667 14.6507 31.3829 15.1201 31.2857 15.1687C31.1077 15.1201 30.9458 13.5337 31.1077 13.4365H31.1239C31.2534 13.4689 31.3343 14.0355 31.3505 14.3755Z\" fill=\"#00A000\"></path>\n<path d=\"M16.959 13.1775C16.7485 15.4763 13.8346 16.3343 12.4424 14.505C11.3092 13.0156 12.1996 10.6036 14.4659 10.4902C16.3438 10.6036 17.0561 12.1253 16.959 13.1775Z\" fill=\"#00A000\"></path>\n<path d=\"M14.1103 18.034C14.0456 18.7949 13.4952 20.1223 11.8116 20.2195C9.41565 20.09 8.65479 17.176 10.1441 15.8C10.7269 15.282 11.3421 15.2496 11.6497 15.2334C13.4952 15.3305 14.2075 16.9332 14.1103 18.034Z\" fill=\"#00A000\"></path>\n<path d=\"M21.4764 15.9942C21.4116 16.7875 20.8288 18.1797 19.1128 18.2768C16.555 18.1473 15.9075 15.1686 17.5749 13.7602C18.1901 13.2422 18.8052 13.2098 19.1128 13.1936C21.0069 13.3069 21.5735 14.9743 21.4764 15.9942Z\" fill=\"#00A000\"></path>\n<path d=\"M18.7565 20.6727C18.4004 22.7773 15.6969 23.4248 14.4504 21.7088C13.4952 20.3975 14.1104 18.1311 16.4739 18.0178C18.3356 18.115 18.9184 19.6205 18.7565 20.6727Z\" fill=\"#00A000\"></path>\n<path d=\"M12.1507 10.555C12.0373 11.2349 11.4384 12.4005 9.98138 12.4976C7.90925 12.3843 7.89306 10.0046 9.1072 8.90376C9.68999 8.38572 10.2242 8.35335 10.4832 8.33716C11.9726 8.4181 12.2963 9.74556 12.1507 10.555Z\" fill=\"#00A000\"></path>\n<path d=\"M18.9993 8.758C19.0155 10.4578 16.8462 11.2187 15.5349 9.97214C14.3532 8.85513 14.9521 6.76681 16.8948 6.66968C18.4165 6.76681 18.9831 7.99714 18.9993 8.758Z\" fill=\"#00A000\"></path>\n<path d=\"M23.2892 11.2836C23.3864 13.0157 21.6056 13.8737 20.2458 12.7405C18.805 11.5264 19.2259 9.19524 20.9095 9.01717C20.9581 9.01717 21.039 9.01717 21.1038 9.00098C22.6093 9.09811 23.2407 10.4579 23.2892 11.2836Z\" fill=\"#00A000\"></path>\n<path d=\"M9.34996 15.1687C9.28521 15.8972 8.79955 17.1599 7.4559 17.2409C5.44853 17.1114 5.10857 14.2136 6.53316 13.0642C6.95406 12.7405 7.31021 12.7081 7.55304 12.6919C8.86431 12.7728 9.46328 14.0355 9.34996 15.1687Z\" fill=\"#00A000\"></path>\n<path d=\"M25.0365 18.6978C24.6642 20.608 22.6406 21.3203 21.7017 19.8634C20.8599 18.5521 21.6369 16.3343 23.4015 16.2209C24.8422 16.3181 25.2308 17.7265 25.0365 18.6978Z\" fill=\"#00A000\"></path>\n<path d=\"M11.6007 22.4698C11.633 23.9267 10.1437 24.7847 8.80003 23.603C7.47257 22.4212 7.7154 20.3976 9.22093 20.2196C9.2695 20.2196 9.35044 20.2196 9.4152 20.2034C10.7265 20.2843 11.5683 21.4337 11.6007 22.4698Z\" fill=\"#00A000\"></path>\n<path d=\"M15.8267 24.7199C15.7781 25.2218 15.341 26.1769 14.1269 26.2417C12.4433 26.1607 11.4882 24.1857 12.6052 23.1335C13.0585 22.7126 13.5765 22.6964 13.8031 22.6802C15.1953 22.7449 15.94 23.781 15.8267 24.7199Z\" fill=\"#00A000\"></path>\n<path d=\"M22.1549 23.101C21.6044 24.6713 19.5485 25.3835 18.7715 23.8942C18.1563 22.7286 19.0628 20.9641 20.7303 20.8669C21.8797 20.8831 22.5758 21.9354 22.1549 23.101Z\" fill=\"#00A000\"></path>\n<path d=\"M14.6774 6.50773C14.5965 7.00958 14.0946 7.9647 12.7995 8.02946C11.1807 7.93233 10.9702 6.31347 12.0225 5.32597C12.5567 4.82413 13.0747 4.80794 13.2852 4.79175C14.4184 4.8565 14.7907 5.82781 14.6774 6.50773Z\" fill=\"#00A000\"></path>\n<path d=\"M7.18189 19.9604C7.19808 20.1223 7.26284 21.5631 6.06488 21.6602C4.41365 21.5469 3.71755 18.8758 4.75361 18.0016C5.01263 17.7912 5.25546 17.775 5.41734 17.7588C6.53435 17.8397 7.11714 19.0862 7.18189 19.9604Z\" fill=\"#00A000\"></path>\n<path d=\"M26.9959 13.906C27.0282 15.4601 25.7655 16.3019 24.7457 15.4115C23.5477 14.3593 23.7096 11.8177 25.3123 11.7043C26.3645 11.7691 26.9635 12.8861 26.9959 13.906Z\" fill=\"#00A000\"></path>\n<path d=\"M18.9988 26.7921C18.9826 26.8407 18.5455 27.8929 17.3961 27.9577C16.182 27.8767 15.7611 26.436 16.7 25.5941C17.1695 25.1732 17.6551 25.1571 17.8656 25.1409C19.0635 25.2218 19.2416 26.1446 18.9988 26.7921Z\" fill=\"#00A000\"></path>\n<path d=\"M20.0999 4.92117C20.1808 5.32589 20.0837 6.11913 19.08 6.16769C17.6392 6.08675 16.9755 4.53265 17.7525 3.77179C18.0116 3.52896 18.303 3.51277 18.4325 3.49658C19.3228 3.56134 19.9704 4.37076 20.0999 4.92117Z\" fill=\"#00A000\"></path>\n<path d=\"M8.33073 8.11044C8.15266 8.61229 7.55368 9.55122 6.58237 9.61598C5.33585 9.51884 5.57868 7.80286 6.6795 6.86392C7.16515 6.44302 7.53749 6.42683 7.68319 6.41064C8.54118 6.4754 8.58975 7.44671 8.33073 8.11044Z\" fill=\"#00A000\"></path>\n<path d=\"M5.43276 12.449C5.30325 13.0317 4.86616 14.0516 3.97579 14.1164C2.6807 14.0031 2.8264 11.6557 3.89485 10.7492C4.20243 10.4901 4.42907 10.474 4.59095 10.4578C5.40038 10.5387 5.62702 11.5424 5.43276 12.449Z\" fill=\"#00A000\"></path>\n<path d=\"M24.1468 6.88001C24.5029 7.98083 23.6773 8.66075 22.6251 8.11034C21.4109 7.4628 21.0224 5.58493 22.0423 5.30972C22.107 5.29353 22.2042 5.29353 22.2689 5.27734C23.224 5.3421 23.9363 6.24866 24.1468 6.88001Z\" fill=\"#00A000\"></path>\n<path d=\"M10.0796 26.3387C10.0958 26.3873 10.4196 27.4395 9.5454 27.4881C8.34745 27.4233 7.08474 25.6264 7.78085 24.9789C7.94273 24.817 8.15318 24.8008 8.28269 24.8008C9.20544 24.8493 9.88536 25.7235 10.0796 26.3387Z\" fill=\"#00A000\"></path>\n<path d=\"M27.3692 21.3364C26.916 22.5991 25.5885 23.3438 25.1514 22.3077C24.7143 21.304 25.5237 19.4747 26.7055 19.3938C27.6283 19.4747 27.6444 20.5756 27.3692 21.3364Z\" fill=\"#00A000\"></path>\n<path d=\"M24.245 25.2864C23.5975 26.4034 22.2053 26.9862 21.9463 26.0311C21.7034 25.1569 22.6586 23.7323 23.7917 23.6514C24.6336 23.7161 24.6821 24.5579 24.245 25.2864Z\" fill=\"#00A000\"></path>\n<path d=\"M13.8031 28.1518C13.9003 29.0098 13.0909 29.4631 12.1519 28.7184C11.1644 27.9576 11.3101 26.9377 12.1519 26.8406C12.1843 26.8406 12.2329 26.8406 12.2814 26.8406C13.1394 26.873 13.7384 27.5529 13.8031 28.1518Z\" fill=\"#00A000\"></path>\n<path d=\"M16.4094 3.23778C16.3446 4.22528 14.9848 4.50049 14.4182 3.83676C13.9002 3.20541 14.4668 2.18553 15.3571 2.13696C16.0047 2.15315 16.4418 2.71975 16.4094 3.23778Z\" fill=\"#00A000\"></path>\n<path d=\"M11.3909 4.41948C10.8891 5.55268 9.52923 5.95739 9.18927 5.27747C8.8655 4.59756 9.95013 3.31866 10.9053 3.25391C11.5042 3.25391 11.6337 3.85288 11.3909 4.41948Z\" fill=\"#00A000\"></path>\n<path d=\"M3.3601 17.1921C3.37629 18.4063 2.74494 19.0862 2.12977 18.5034C1.32034 17.7264 1.30416 15.3466 2.34022 15.2495C3.06871 15.3305 3.34391 16.4798 3.3601 17.1921Z\" fill=\"#00A000\"></path>\n<path d=\"M27.6917 9.24369C27.9993 10.2798 27.4812 10.9435 26.688 10.5226C25.6519 9.97217 25.1177 7.91622 25.9433 7.64102C25.9919 7.62483 26.0728 7.62483 26.1214 7.60864C26.8984 7.6734 27.4974 8.59614 27.6917 9.24369Z\" fill=\"#00A000\"></path>\n<path d=\"M29.5543 16.6256C29.4409 17.9045 28.6153 18.6006 28.0649 17.8883C27.4012 17.0303 27.6764 14.8287 28.6801 14.7153C29.3924 14.7801 29.619 15.8809 29.5543 16.6256Z\" fill=\"#00A000\"></path>\n<path d=\"M6.01558 24.218C6.03177 24.2666 6.43648 25.3674 5.72419 25.4483C4.68812 25.3674 3.49017 23.3924 4.10533 22.7772C4.20246 22.6801 4.31578 22.6639 4.41292 22.6477C5.10902 22.6963 5.75656 23.4895 6.01558 24.218Z\" fill=\"#00A000\"></path>\n<path d=\"M16.5051 29.5441C16.2946 30.2887 15.2909 30.5154 14.87 29.706C14.611 29.2041 14.8862 28.6213 15.6633 28.5728C16.3432 28.6051 16.6346 29.0908 16.5051 29.5441Z\" fill=\"#00A000\"></path>\n<path d=\"M20.7967 28.4756C20.5538 28.7831 19.9711 29.2688 19.4206 29.285C18.7407 29.2364 18.9512 28.2813 19.6311 27.7147C20.0682 27.3424 20.4405 27.3262 20.57 27.3262C21.2176 27.3747 21.2176 27.9575 20.7967 28.4756Z\" fill=\"#00A000\"></path>\n<path d=\"M19.8739 2.15321C20.0682 2.41223 20.1815 2.81694 19.6797 2.84932C18.8217 2.80076 18.1741 1.7485 18.5141 1.48948C18.5626 1.44092 18.6274 1.44092 18.6922 1.44092C19.0969 1.45711 19.6311 1.82944 19.8739 2.15321Z\" fill=\"#00A000\"></path>\n<path d=\"M13.8509 1.66741C13.5433 2.29876 12.653 2.54159 12.4749 2.15307C12.313 1.74835 13.09 1.08462 13.6243 1.05225C13.9642 1.05225 13.9966 1.37602 13.8509 1.66741Z\" fill=\"#00A000\"></path>\n<path d=\"M6.12972 5.87644C5.54693 6.75062 4.76988 7.07439 4.67275 6.6373C4.55943 6.11927 5.57931 4.77562 6.2916 4.72705C6.76107 4.77562 6.38874 5.48791 6.12972 5.87644Z\" fill=\"#00A000\"></path>\n<path d=\"M23.3061 3.67478C23.5165 3.93379 23.7594 4.45183 23.2413 4.4842C22.3348 4.40326 21.4282 3.0758 21.7196 2.80059C21.7682 2.75203 21.8329 2.75203 21.8977 2.73584C22.351 2.76822 22.9661 3.23768 23.3061 3.67478Z\" fill=\"#00A000\"></path>\n<path d=\"M2.97199 9.87496C2.92343 9.98828 2.51871 10.9596 2.00068 11.0082C1.33695 10.911 2.00068 9.01696 2.69679 8.56368C2.81011 8.48274 2.87486 8.48274 2.93962 8.46655C3.34433 8.53131 3.18244 9.34073 2.97199 9.87496Z\" fill=\"#00A000\"></path>\n<path d=\"M30.3314 11.7206C30.4124 12.1253 30.4448 12.8861 30.0401 12.9347C29.2792 12.8376 28.8421 10.7007 29.2792 10.3284C29.3278 10.2798 29.3925 10.2798 29.4249 10.2798C29.862 10.3445 30.2181 11.154 30.3314 11.7206Z\" fill=\"#00A000\"></path>\n<path d=\"M2.47043 21.7897C2.66469 22.421 2.63231 23.0362 2.27616 22.8743C1.61243 22.5829 0.916326 20.5432 1.43436 20.3975H1.48293C1.88764 20.446 2.30854 21.2393 2.47043 21.7897Z\" fill=\"#00A000\"></path>\n<path d=\"M28.3552 23.8296C27.9343 24.5581 27.2705 25.0923 27.141 24.6714C26.9629 24.121 27.8209 22.5831 28.4523 22.5183C28.8246 22.5669 28.6951 23.2306 28.3552 23.8296Z\" fill=\"#00A000\"></path>\n<path d=\"M10.1606 29.544C10.4035 29.8031 10.5977 30.1268 10.3225 30.1268C9.7883 30.143 8.37989 29.1555 8.63891 28.7994C8.67129 28.7508 8.73604 28.7346 8.8008 28.7346C9.31883 28.767 9.9178 29.285 10.1606 29.544Z\" fill=\"#00A000\"></path>\n<path d=\"M24.9563 27.4396C24.7296 27.6987 24.1792 28.1681 23.7583 28.2005C23.305 28.1519 23.9202 27.213 24.5192 26.7435C24.9239 26.4198 25.1505 26.4036 25.2315 26.4036C25.62 26.4521 25.3933 26.9702 24.9563 27.4396Z\" fill=\"#00A000\"></path>\n<path d=\"M13.1878 30.6613C13.2849 30.7746 13.5115 31.0498 13.2525 31.0822C12.7183 31.0822 11.6822 30.4346 11.9413 30.1756C11.9898 30.127 12.0708 30.1108 12.1193 30.1108C12.5564 30.1108 13.0097 30.467 13.1878 30.6613Z\" fill=\"#00A000\"></path>\n<path d=\"M17.7192 30.7906C17.5735 30.9201 17.2497 31.1305 16.9745 31.1467C16.6346 31.1305 16.8612 30.661 17.1202 30.4344C17.2983 30.2887 17.4764 30.2078 17.6868 30.2078C18.0592 30.2401 17.9944 30.5315 17.7192 30.7906Z\" fill=\"#00A000\"></path>\n<path d=\"M9.64113 2.73581C9.544 2.83294 8.99359 3.35097 8.52412 3.38335C8.16798 3.35097 8.39462 2.94626 8.81552 2.59011C9.04216 2.39585 9.56019 2.02351 9.93253 2.00732C10.3211 2.0397 9.67351 2.70343 9.64113 2.73581Z\" fill=\"#00A000\"></path>\n<path d=\"M16.9275 0.890291C17.0894 1.23025 16.7332 1.40832 16.3933 1.27882C15.94 1.10074 15.9076 0.598897 16.1666 0.469389C16.2152 0.4532 16.2476 0.437012 16.2961 0.437012C16.5552 0.4532 16.8304 0.67984 16.9275 0.890291Z\" fill=\"#00A000\"></path>\n<path d=\"M26.6083 5.5365C26.9644 6.03834 26.9806 6.42687 26.6407 6.3783C26.0741 6.29736 25.0056 4.88896 25.2808 4.59756C25.3132 4.56519 25.3618 4.56519 25.3941 4.56519C25.7989 4.59756 26.3493 5.14797 26.6083 5.5365Z\" fill=\"#00A000\"></path>\n<path d=\"M0.689784 14.2135C0.641218 14.6182 0.51171 15.3143 0.252693 15.3629C-0.232963 15.2658 0.0746191 13.1127 0.39839 12.9023L0.463144 12.8699C0.738349 12.9184 0.754538 13.7279 0.689784 14.2135Z\" fill=\"#00A000\"></path>\n<path d=\"M30.816 19.4909C30.6217 20.2517 30.2656 20.7374 30.1037 20.446C29.877 19.9927 30.2656 18.2767 30.7189 18.1958C30.9779 18.2444 30.9617 18.9081 30.816 19.4909Z\" fill=\"#00A000\"></path>\n<path d=\"M6.7129 27.6823C7.02048 28.0384 7.21474 28.3784 6.93954 28.346C6.38913 28.2651 5.17499 27.0024 5.46638 26.8243L5.54732 26.8081C5.91966 26.8567 6.45388 27.3747 6.7129 27.6823Z\" fill=\"#00A000\"></path>\n<path d=\"M21.0704 29.8516C20.6171 30.1592 20.002 30.402 20.002 30.2239C20.0181 30.0458 20.8923 29.2526 21.4427 29.2202C21.7179 29.2526 21.4751 29.5278 21.2808 29.6897C21.2485 29.7059 21.1675 29.7868 21.0704 29.8516Z\" fill=\"#00A000\"></path>\n<path d=\"M15.2925 31.163C15.3735 31.3249 15.3249 31.4544 14.9849 31.3573C14.6612 31.2601 14.4993 31.0497 14.6612 30.9525L14.7583 30.9202C15.0173 30.8716 15.2116 31.0173 15.2925 31.163Z\" fill=\"#00A000\"></path>\n<path d=\"M12.8303 0.469616C12.3932 0.744822 12.0695 0.809576 12.1018 0.712445C12.1342 0.534371 12.9113 0.194411 13.1541 0.178223C13.1865 0.178223 13.235 0.178223 13.1217 0.275354C13.057 0.32392 12.9436 0.404862 12.8303 0.469616Z\" fill=\"#00A000\"></path>\n<path d=\"M15.3237 0.161885C15.2913 0.22664 15.178 0.339959 14.9999 0.356148C14.8542 0.339959 14.8704 0.242828 14.9676 0.145697C15.0485 0.0809427 15.1942 0 15.2913 0C15.4208 0.0161885 15.3237 0.161885 15.3237 0.161885Z\" fill=\"#00A000\"></path>\n<path d=\"M0.608603 18.9245C0.721923 19.4587 0.721923 19.8148 0.64098 19.7663C0.430529 19.653 0.0743813 17.8884 0.236267 17.8398C0.333398 17.8884 0.495283 18.4226 0.608603 18.9245Z\" fill=\"#00A000\"></path>\n<path d=\"M29.3427 7.9001C29.537 8.24006 29.6503 8.58002 29.4884 8.53145C29.2132 8.45051 28.4847 7.20399 28.679 7.12305H28.6952C28.8571 7.17161 29.1485 7.56014 29.3427 7.9001Z\" fill=\"#00A000\"></path>\n<path d=\"M3.61909 25.3512C3.66766 25.4159 4.03999 25.934 3.92667 25.9663C3.66766 25.9178 2.68015 24.6389 2.84204 24.5417H2.85823C3.00392 24.5903 3.40864 25.0598 3.61909 25.3512Z\" fill=\"#00A000\"></path>\n<path d=\"M18.1414 0.259053C18.3519 0.339996 18.449 0.40475 18.4166 0.420939C18.3357 0.485693 17.4939 0.194299 17.4453 0.113357L17.4615 0.097168C17.5748 0.113357 17.8986 0.178111 18.1414 0.259053Z\" fill=\"#00A000\"></path>\n<path d=\"M2.43813 7.4629C2.35719 7.57622 2.11436 7.96474 2.01723 8.01331C1.87153 7.96474 2.60002 6.88011 2.71334 6.83154H2.72952C2.81047 6.86392 2.4867 7.39814 2.43813 7.4629Z\" fill=\"#00A000\"></path>\n<path d=\"M5.67515 3.78798C5.319 4.12794 5.09236 4.25745 5.07617 4.1765C5.07617 4.03081 5.82084 3.31851 6.06367 3.28613C6.17699 3.28613 5.90179 3.57753 5.67515 3.78798Z\" fill=\"#00A000\"></path>\n<path d=\"M21.0058 1.03617C21.2648 1.18187 21.3944 1.29519 21.3134 1.31138C21.1515 1.34376 20.0993 0.777157 20.1802 0.712402H20.2126C20.3745 0.728591 20.763 0.890476 21.0058 1.03617Z\" fill=\"#00A000\"></path>\n<path d=\"M24.6005 2.81684C24.8919 3.04348 25.0376 3.22156 24.9243 3.22156C24.7139 3.23775 23.4835 2.33119 23.613 2.25024H23.6454C23.8721 2.29881 24.3091 2.5902 24.6005 2.81684Z\" fill=\"#00A000\"></path>\n<path d=\"M9.69156 1.31126C9.57824 1.37602 9.23828 1.55409 9.18971 1.52171C9.17352 1.42458 9.9182 1.06843 10.0801 1.05225C10.0963 1.10081 9.75631 1.27889 9.69156 1.31126Z\" fill=\"#00A000\"></path>\n</svg>\n<img src=\"https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif\"/>\n</div>\n<div>\n<label>\n<span></span>\n</label>\n<h3></h3>\n<div></div>\n<div>\n<form method=\"post\">\n<input type=\"hidden\" value=\"\"/>\n<input type=\"hidden\" value=\"\"/>\n<input type=\"hidden\" value=\"\"/>\n<input type=\"hidden\" value=\"free\"/>\n<input placeholder=\"Email Address\" required=\"\" type=\"email\" value=\"\"/>\n<button>Submit</button>\n</form>\n</div>\n</div>\n</div>\n</div>\n<div>\n<hr/>\n<p>Article printed from InvestorPlace Media, https://investorplace.com/2024/06/3-dangerous-stocks-you-should-sell-asap-in-june/.</p>\n<p>©2024 InvestorPlace Media, LLC</p>\n</div>\n</div>\n</header></article></body></html>","source":"investorplace_stock_picks","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>3 Dangerous Stocks You Should Sell ASAP in June</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\">\n3 Dangerous Stocks You Should Sell ASAP in June\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-07 00:33 GMT+8 <a href=https://investorplace.com/2024/06/3-dangerous-stocks-you-should-sell-asap-in-june/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Don’t overlook the risks these stocks harbor because of their growth potential, as 2024 seems increasingly likely to present challenges. \nHormel Foods (HRL): Despite its reputation as a blue-chip ...</p>\n\n<a href=\"https://investorplace.com/2024/06/3-dangerous-stocks-you-should-sell-asap-in-june/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","WSM":"Williams-Sonoma Inc","BK4212":"包装食品与肉类","BK4178":"家庭装饰零售","BK4532":"文艺复兴科技持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4531":"中概回港概念","LU0052750758.USD":"富兰克林中国基金A Acc","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","NIO.SI":"蔚来","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4509":"腾讯概念","HRL":"荷美尔","09866":"蔚来-SW","BK4526":"热门中概股","BK4588":"碎股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4122":"互联网与直销零售","BK4574":"无人驾驶","ASAP":"Waitr Holdings Inc.","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","NIO":"蔚来","BK4504":"桥水持仓","BK4209":"餐馆"},"source_url":"https://investorplace.com/2024/06/3-dangerous-stocks-you-should-sell-asap-in-june/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2441742491","content_text":"Don’t overlook the risks these stocks harbor because of their growth potential, as 2024 seems increasingly likely to present challenges. \nHormel Foods (HRL): Despite its reputation as a blue-chip stock for many investors, persistent struggles continue to drag Hormel down.\nNio (NIO): Aside from a slim chance of long-term potential, this Chinese EV maker has far too much to compensate for in the short term.\nWilliams-Sonoma (WSM): Coming off a strong quarter, this stock is valued far too high and may experience a limit to its growth for the remainder of this year.\n \n\n\n\n \n\nSource: chanpipat / Shutterstock.com\n\n\n\nIt is better to clear out stocks with empty potential to make room for companies that have proven their worth in 2024. \nWhile these three stocks have upsides, there is doubt about their continued performance and whether or not their potential outweighs their current challenges and valuations. After seeing what the rest of 2024 will bring to these stocks, you can decide whether to hold or heed the warning and avoid the danger of a dropoff. \nWe’ll detail the current financial and economic challenges troubling these stocks and what this could mean for investors who own shares. \nHormel Foods (HRL)\nSource: viewimage / ShutterstockHormel Foods (NYSE:HRL) has established itself as a top company in food products and has had a long history of solid dividends, earning it the title of blue-chip. However, the company has not had an easy ride, and despite consistently increasing dividends, the stock’s price has taken a severe hit.\nHormel is very dependent on the prices of food-related commodities such as poultry and pork and has suffered due to volatility in that sector. Breakouts of bird flu and regulations from the pandemic damaged Hormel, which it has yet to recover from fully. \nThe damage reached the supply chain, and sales also took a hit, with reverberations visible even in Hormel’s most recent earnings report. The last few quarters have shown a flat sales volume, and the operating margin has dipped slightly year-over-year.\nThe company continues to protect its dividend but has yet to rise above these ongoing challenges. Earnings per share is down to $0.34, and the outlook for the rest of this year promises much the same.\nAlthough the price has dropped, the company’s limited earnings potential still makes it a highly valued asset. Therefore, selling this blue-chip stock and investing elsewhere may be best.\nNio (NIO)\nSource: Freer / Shutterstock.comChinese EV maker Nio (NYSE:NIO) has been a hot stock, with many investors buying into the company’s enormous potential. Unfortunately for many, the stock has yet to realize this potential and shows a shaky performance that should be noted before holding any further. \nDespite the considerable buzz that Nio stirred up following its IPO, the stock has fallen from its former glory. It came out of the gates roaring, but deliveries and sales have since slowed tremendously, showing a 5% increase in sales year over year in Q4 2023 and an 11.3% decrease from Q3. The company’s gross margin also took a hit with vehicle margins seeing little growth.\nNio has had to overcome struggles within China, including a slow economy and harsh regulatory environment, but it has also faced struggles overseas. Europe and the U.S. are imposing higher tariffs on Chinese EVs, severely limiting Nio’s ability to reach out and overcome domestic headwinds.\nIt will be impossible for Nio to overcome its relatively high debt and even more difficult to cross the profitability line for some years. While some investors may want to hold on to the EV maker’s potential, much risk is involved, with little return for the foreseeable future.\nWilliams-Sonoma (WSM)\nSource: designs by Jack / Shutterstock.comWilliams-Sonoma (NYSE:WSM) has been a popular home and kitchenware retailer for many years. The stock has shown excellent performance over the last year, with solid demand and earnings. However, this stock may have peaked, and there may be only one direction to go from here: down.\nThe first indicator is the company’s guidance for the full year of 2024. Williams-Sonoma had an excellent quarter and increased its initial operating margin guidance. This new operating margin estimate of 17%- 18% falls below the margin reported in Q1 of 19.5%. In other words, the rest of this year will likely not be such a smashing success. \nWhile the outlook does not indicate a bad performance, the stock trades at a comparatively expensive price. Coupled with interest rates, shrinking demand for home improvement, and lower consumer spending, this limited growth will likely continue, making Williams-Sonoma overvalued and a sell for this month.\nOn the date of publication, Joel Lim did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.\nJoel Lim is a contributor at InvestorPlace.com and a finance content contractor who creates content for several companies like LTSE and Realtor, along with financial publications, including Business Insider, Yahoo Finance, Mises Institution and Foundation for Economic Education.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/2024/06/3-dangerous-stocks-you-should-sell-asap-in-june/.\n©2024 InvestorPlace Media, LLC","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312229884272800,"gmtCreate":1717253868761,"gmtModify":1717253877962,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Fantastic growth and not yet include L60 onvo 👍","listText":"Fantastic growth and not yet include L60 onvo 👍","text":"Fantastic growth and not yet include L60 onvo 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312229884272800","repostId":"1182939293","repostType":2,"repost":{"id":"1182939293","pubTimestamp":1717234657,"share":"https://ttm.financial/m/news/1182939293?lang=&edition=fundamental","pubTime":"2024-06-01 17:37","market":"us","language":"en","title":"NIO Delivered 20,544 Vehicles in May, up 233.8% YoY","url":"https://stock-news.laohu8.com/highlight/detail?id=1182939293","media":"CnEVPost","summary":"NIO Inc. , a pioneer and a leading company in the premium smart electric vehicle market, today announced its May 2024 delivery results.NIO delivered 20,544 vehicles in May 2024, representing a substantial increase of 233.8% year-over-year. The deliveries consisted of 12,164 premium smart electric SUVs, and 8,380 premium smart electric sedans. Cumulative deliveries of NIO vehicles reached 515,811 as of May 31, 2024.","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5264ef0b9af46db500efa9f93e057748\" tg-width=\"1200\" tg-height=\"608\"/></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NIO\">Nio</a> saw record deliveries in May, despite not launching any all-new models so far this year, except for minor facelifts.</p><p style=\"text-align: left;\">The electric vehicle (EV) maker delivered 20,544 vehicles in May, up 233.78 percent from 6,155 in the same month last year and up 31.52 percent from 15,620 in April, according to data it released today.</p><p>Nio's SUVs delivered 12,164 vehicles in May, up 37.96 percent from 8,817 in April. Its sedan models delivered 8,380, up 23.18 percent from 6,803 in April.</p><p>The EV maker currently has eight models on sale -- ES8, ES7, ES6, EC7, EC6, ET7, ET5, ET5 Touring -- of which the first five are SUVs and the last three are sedans. Deliveries of the ET9 sedan, unveiled last December, will begin in the first quarter of 2025.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4b3a462cfaf61d91fb1fe8b6cfdc0e55\" tg-width=\"1200\" tg-height=\"628\"/></p><p>In January-May, Nio delivered 66,217 vehicles, up 50.99 percent year-on-year, CnEVPost's calculations show.</p><p style=\"text-align: left;\">Its SUV model delivered 38,790 vehicles in January-May, up 166.8 percent year-on-year, contributing 58.58 percent of total deliveries.</p><p style=\"text-align: left;\">Sedan models delivered 27,427 vehicles in January-May, down 6.44 percent year-on-year, contributing 41.42 percent of total deliveries.</p><p style=\"text-align: left;\">At the end of May, Nio's cumulative deliveries since inception stood at 515,811 vehicles.</p></body></html>","source":"cnevpost_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Delivered 20,544 Vehicles in May, up 233.8% YoY</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\">\nNIO Delivered 20,544 Vehicles in May, up 233.8% YoY\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-01 17:37 GMT+8 <a href=https://cnevpost.com/2024/06/01/nio-deliveries-may-2024/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio saw record deliveries in May, despite not launching any all-new models so far this year, except for minor facelifts.The electric vehicle (EV) maker delivered 20,544 vehicles in May, up 233.78 ...</p>\n\n<a href=\"https://cnevpost.com/2024/06/01/nio-deliveries-may-2024/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://cnevpost.com/2024/06/01/nio-deliveries-may-2024/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182939293","content_text":"Nio saw record deliveries in May, despite not launching any all-new models so far this year, except for minor facelifts.The electric vehicle (EV) maker delivered 20,544 vehicles in May, up 233.78 percent from 6,155 in the same month last year and up 31.52 percent from 15,620 in April, according to data it released today.Nio's SUVs delivered 12,164 vehicles in May, up 37.96 percent from 8,817 in April. Its sedan models delivered 8,380, up 23.18 percent from 6,803 in April.The EV maker currently has eight models on sale -- ES8, ES7, ES6, EC7, EC6, ET7, ET5, ET5 Touring -- of which the first five are SUVs and the last three are sedans. Deliveries of the ET9 sedan, unveiled last December, will begin in the first quarter of 2025.In January-May, Nio delivered 66,217 vehicles, up 50.99 percent year-on-year, CnEVPost's calculations show.Its SUV model delivered 38,790 vehicles in January-May, up 166.8 percent year-on-year, contributing 58.58 percent of total deliveries.Sedan models delivered 27,427 vehicles in January-May, down 6.44 percent year-on-year, contributing 41.42 percent of total deliveries.At the end of May, Nio's cumulative deliveries since inception stood at 515,811 vehicles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311644578754656,"gmtCreate":1717110953576,"gmtModify":1717110957502,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Larry began writing columns for InvestorPlace in 2015.......... 🤮","listText":"Larry began writing columns for InvestorPlace in 2015.......... 🤮","text":"Larry began writing columns for InvestorPlace in 2015.......... 🤮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311644578754656","repostId":"2439622357","repostType":2,"repost":{"id":"2439622357","pubTimestamp":1717066440,"share":"https://ttm.financial/m/news/2439622357?lang=&edition=fundamental","pubTime":"2024-05-30 18:54","market":"us","language":"en","title":"NIO Stock’s Battery Swapping Bet: A Gamble That Might Not Pay Off for Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2439622357","media":"InvestorPlace","summary":"Nio’s only main point of differentiation is of questionable value. Therefore, I urge investors to sell NIO stock.The EV maker is facing a huge amount of competition.Its growth metrics are unimpressive at this point.Two key attributes that I often look for in companies when deciding whether to invest in them are points of differentiation and competitive advantages. Points of differentiation distinguish companies from their competitors. Some of these points result in competitive advantages that enable firms to gain market share. Ultimately, market share gains frequently result in higher profits. Finally, stock prices usually rise because of higher profits.Both Tesla and Apple made products that consumers viewed as much more attractive than those of their competitors. That was their main point of differentiation. It became a huge competitive advantage for both of them, enabling them to gain market share and tremendously boost their profits.In November 2023, Nio began partnering with se","content":"<html><body><article>\n<header>\n<div>\n<div>\n<ul>\n<li><strong>Nio’s</strong> (<span><strong><u>NIO</u></strong></span>) only main point of differentiation is of questionable value. Therefore, I urge investors to sell NIO stock.</li>\n<li>The EV maker is facing a huge amount of competition.</li>\n<li>Its growth metrics are unimpressive at this point.</li>\n</ul>\n</div>\n<div></div>\n<figure>\n<div>\n<img decoding=\"async\" fetchpriority=\"high\" height=\"432\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-768x432.png\" srcset=\"https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-768x432.png 768w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-300x169.png 300w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-1024x576.png 1024w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-1536x864.png 1536w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-200x113.png 200w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-400x225.png 400w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-116x65.png 116w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-100x56.png 100w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-89x50.png 89w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-78x44.png 78w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2.png 1600w\" width=\"768\"/> </div>\n<figcaption>\n<p>Source: Michael Vi / Shutterstock.com</p>\n</figcaption>\n</figure>\n<div>\n<p>Two key attributes that I often look for in companies when deciding whether to invest in them are points of differentiation and competitive advantages. Points of differentiation distinguish companies from their competitors. Some of these points result in competitive advantages that enable firms to gain market share. Ultimately, market share gains frequently result in higher profits. Finally, stock prices usually rise because of higher profits. </p>\n<p>Both <strong>Tesla </strong>(NASDAQ:<span><strong><u>TSLA</u></strong></span>) and <strong>Apple</strong> (NASDAQ:<span><strong><u>AAPL</u></strong></span>) made products that consumers viewed as much more attractive than those of their competitors. That was their main point of differentiation. It became a huge competitive advantage for both of them, enabling them to gain market share and tremendously boost their profits. </p>\n<p>While Chinese electric vehicle (<span>EV</span>) maker <strong>Nio </strong>(NASDAQ:<span><strong><u>NIO</u></strong></span>) has its own key point of differentiation, the evidence suggests it’s not yet a competitive advantage for the firm. I’m unsure if that situation will change in the future. Moreover, Nio is facing very stiff competition and its recent growth metrics have been quite unimpressive.</p>\n<p>Given these points, I recommend investors sell NIO stock.</p>\n<h2> Nio’s Key Point of Differentiation</h2>\n<p>Nio’s key point 0f differentiation is its extensive battery-swapping network. With battery swapping, EV drivers can exchange their used batteries for new, full batteries at specified locations.</p>\n<p>I’ve always believed that battery swapping would make driving EVs much more attractive for consumers. That’s because, in a short period of time (three minutes, according to Nio), battery swapping would allow EV drivers to go from having very little driving range to having hundreds of miles available again. As a result, the system, if implemented on a broad scale, could largely eliminate both the “range anxiety” issue and the need to wait a long time before EVs are mostly or fully charged.</p>\n<p>But history strongly suggests that my faith in the power of battery swapping was misplaced. Nio said in March that it had carried out 40 million battery swaps yet the firm is still losing a great deal of money. It is also far from being one of China’s leading EV makers. For example, the automaker handed over slightly more than 160,000 vehicles in 2023, while its rival <strong>BYD</strong> (OTC:<span><strong><u>BYDDF</u></strong></span>) delivered a bit more than 3 million vehicles last year. What’s more, Nio lost nearly $2.8 billion last year.</p>\n<p>Moreover, an Israeli startup called Better Space focused on battery swapping about 10 years ago and suffered “massive losses.” It eventually disappeared.</p>\n<h2>Could Battery Swapping Eventually Be a Competitive Advantage for NIO Stock?</h2>\n<p> In November 2023, Nio began partnering with several other Chinese automakers on “developing battery swap standards and expanding the network in China,”<em> CNBC</em> reported.</p>\n<p>By working with other automakers, Nio will be able to foster the creation of a huge battery-swapping ecosystem and spread the word about the service more effectively. On the other hand, if more automakers offer the service, Nio’s point of differentiation and competitive advantage become greatly diluted.</p>\n<p>Further, automakers and battery makers are developing EV batteries that can be charged relatively quickly. For example, Tesla’s superchargers allow 200 miles of range to be added to vehicles’ batteries in just 15 minutes. And Israeli startup <strong>StoreDot</strong> says that the range of its batteries can be increased by 70 percentage points in only 10 minutes.</p>\n<p>Over the longer term, these and other advances in EV batteries may make battery-swapping services less attractive.</p>\n<h2>Nio’s Tough Competition and Unimpressive Growth</h2>\n<p>Nio is facing an array of very tough competitors in the Chinese EV market. In addition to Tesla and BYD, Nio has to contend with many Western giants whose vehicles are generally very popular in the Asian country. Among the names in the latter category are<strong> General Motors</strong> (NYSE:<span><strong><u>GM</u></strong></span>) and <strong>Volkswagen</strong> (OTC:<span><strong><u>VLKAF</u></strong></span>). </p>\n<p>And there are indications that Nio is faltering amid the tough conditions. For example, in Q4 of 2023, its revenue from EV sales increased just 4.6% versus the same period a year earlier. Its operating loss only fell by 4% during the quarter versus the same period a year earlier to a very steep $933 million.</p>\n<h2>The Bottom Line on NIO Stock</h2>\n<p>NIO stock has a low price-to-sales ratio of one. Still, given the uncertain value of the company’s only apparent point of differentiation and its uninspiring growth. I advise investors to sell the shares at this time.</p>\n<p><em>On the date of publication, Larry Ramer did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines</em></p>\n<div><p>Larry Ramer has conducted research and written articles on U.S. stocks for 15 years. He has been employed by The Fly and Israel’s largest business newspaper, Globes. Larry began writing columns for InvestorPlace in 2015. Among his highly successful, contrarian picks have been SMCI, INTC, and MGM. You can reach him on Stocktwits at @larryramer.</p></div><div><p>Consumer Discretionary, Automotive, Electric Vehicles</p></div> </div>\n<div>\n<div hidden=\"true\">\n<div>\n<svg fill=\"none\" height=\"32\" viewbox=\"0 0 261 32\" width=\"261\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M38.8652 7.49652H42.2492V25.7517H38.8652V7.49652ZM60.0112 7.49652H63.3142V25.7517H60.0921L50.9278 13.1733V25.7517H47.6248V7.49652H50.8469L60.0112 20.0749V7.49652ZM66.5201 7.49652H70.2279L75.4578 21.8955L80.7685 7.49652H84.3144L77.1417 25.7517H73.5957L66.5201 7.49652ZM87.4232 7.49652H100.457V10.5418H90.8072V15.0601H99.5019V18.1054H90.8072V22.7064H100.781V25.7517H87.4232V7.49652ZM113.637 10.8563C112.666 10.5253 111.872 10.3598 111.063 10.3598C110.253 10.3598 109.622 10.5253 109.136 10.8563C108.65 11.1873 108.407 11.601 108.407 12.1803C108.407 12.6768 108.569 13.0906 108.893 13.4216C109.217 13.7526 109.622 14.0009 110.188 14.2491C110.674 14.4974 111.403 14.7456 112.196 14.9939C113.41 15.3249 114.366 15.7387 115.175 16.0697C115.985 16.4007 116.616 16.98 117.183 17.7082C117.75 18.453 117.993 19.3467 117.993 20.5052C117.993 21.6638 117.669 22.5575 117.102 23.385C116.535 24.2125 115.742 24.858 114.689 25.2718C113.637 25.6855 112.52 25.9338 111.144 25.9338C109.767 25.9338 108.407 25.6855 107.047 25.1063C105.752 24.6098 104.554 23.865 103.582 22.9713L105.023 20.0087C105.914 20.8362 106.95 21.4817 108.083 21.9782C109.217 22.4747 110.253 22.723 111.225 22.723C112.196 22.723 112.908 22.5575 113.475 22.1437C114.042 21.73 114.285 21.2334 114.285 20.588C114.285 20.0915 114.123 19.5949 113.799 19.2639C113.475 18.9329 113.07 18.6847 112.504 18.4364C112.018 18.1882 111.289 18.0226 110.415 17.6916C109.201 17.3606 108.245 16.9469 107.436 16.6159C106.626 16.2848 105.995 15.7056 105.509 15.0601C104.942 14.3153 104.699 13.4216 104.699 12.2631C104.699 11.1873 104.942 10.2936 105.509 9.46603C106.076 8.6385 106.869 8.07578 107.841 7.66202C108.893 7.24826 110.01 7 111.386 7C112.52 7 113.718 7.16551 114.851 7.49652C115.985 7.82753 117.021 8.32404 117.912 8.88676L116.471 12.1803C115.499 11.6838 114.609 11.27 113.637 10.8563ZM120.146 7.49652H134.702V10.6246H129.148V25.7517H125.683V10.608H120.13V7.49652H120.146ZM149.987 8.473C151.428 9.30052 152.561 10.4425 153.452 11.8493C154.261 13.2395 154.747 14.8946 154.747 16.6159C154.747 18.3371 154.342 19.9094 153.452 21.3824C152.642 22.7726 151.444 23.9312 149.987 24.7587C148.546 25.5862 146.926 26 145.162 26C143.397 26 141.778 25.5862 140.337 24.7587C138.896 23.9312 137.762 22.7892 136.872 21.3824C136.062 19.9922 135.576 18.3371 135.576 16.6159C135.576 14.8946 135.981 13.3223 136.872 11.8493C137.681 10.4591 138.879 9.30052 140.337 8.473C141.794 7.64547 143.397 7.23171 145.162 7.23171C146.926 7.23171 148.546 7.66202 149.987 8.473ZM142.182 11.1873C141.211 11.7666 140.499 12.5113 139.932 13.4051C139.365 14.3981 139.122 15.3746 139.122 16.5331C139.122 17.6916 139.365 18.7509 139.932 19.6611C140.499 20.6542 141.227 21.3824 142.182 21.9617C143.073 22.5409 144.109 22.7892 145.243 22.7892C146.295 22.7892 147.331 22.5409 148.222 21.9617C149.112 21.3824 149.825 20.6376 150.391 19.6611C150.958 18.6681 151.201 17.6916 151.201 16.5331C151.201 15.3746 150.958 14.3153 150.391 13.4051C149.825 12.4948 149.096 11.6838 148.222 11.1873C147.331 10.608 146.295 10.3598 145.243 10.3598C144.109 10.3763 143.073 10.608 142.182 11.1873ZM169.773 25.7517L166.712 20.3232H162.049V25.669H158.665V7.49652H166.065C168.396 7.49652 170.161 8.07578 171.456 9.13502C172.752 10.2108 173.302 11.7666 173.302 13.7361C173.302 15.1263 172.978 16.3676 172.412 17.3606C171.764 18.3537 170.971 19.0819 169.756 19.6611L173.691 25.669H169.756L169.773 25.7517ZM161.968 17.2779H165.984C167.279 17.2779 168.234 17.0296 168.963 16.4503C169.611 15.8711 170.015 15.0601 170.015 13.9016C170.015 12.743 169.692 11.9321 168.963 11.4355C168.315 10.8563 167.279 10.608 165.984 10.608H161.968V17.2779ZM190.757 8.90331C191.971 9.97909 192.521 11.4521 192.521 13.3389C192.521 15.3084 191.874 16.8807 190.757 17.9399C189.542 19.0157 187.858 19.5784 185.608 19.5784H180.783V25.5035H179.018V7.34756H185.608C187.777 7.34756 189.542 7.92683 190.757 8.90331ZM189.461 16.8807C190.352 16.0531 190.821 14.9939 190.821 13.4216C190.821 11.9486 190.336 10.8728 189.461 10.0453C188.571 9.21777 187.211 8.88676 185.527 8.88676H180.783V18.0226H185.527C187.211 18.0392 188.506 17.7082 189.461 16.8807ZM197.023 7.34756H198.787V23.9643H206.673V25.6028H197.104V7.34756H197.023ZM224.516 25.6028L222.427 20.7535H212.534L210.445 25.6028H208.599L216.647 7.43031H218.492L226.54 25.6028H224.516ZM213.182 19.115H221.714L217.456 9.25087L213.182 19.115ZM240.286 9.39983C239.315 8.98606 238.359 8.82056 237.388 8.82056C236.028 8.82056 234.732 9.15157 233.599 9.81359C232.466 10.4756 231.51 11.3693 230.863 12.6106C230.215 13.7692 229.81 15.0767 229.81 16.4835C229.81 17.8737 230.134 19.115 230.863 20.3563C231.51 21.5148 232.466 22.4085 233.599 23.1533C234.732 23.8153 236.011 24.2291 237.388 24.2291C238.359 24.2291 239.315 24.0636 240.286 23.6498C241.257 23.2361 242.051 22.7395 242.779 22.0113L243.832 23.1699C242.941 23.9974 241.905 24.6429 240.772 25.1394C239.638 25.6359 238.44 25.8841 237.307 25.8841C235.623 25.8841 234.085 25.4704 232.644 24.6429C231.203 23.8153 230.15 22.6733 229.26 21.2666C228.45 19.8763 228.045 18.304 228.045 16.5828C228.045 14.8615 228.45 13.372 229.341 11.9817C230.15 10.5915 231.267 9.43293 232.725 8.6054C234.166 7.77788 235.704 7.36411 237.388 7.36411C238.602 7.36411 239.719 7.61237 240.853 8.02613C241.986 8.52265 242.941 9.10192 243.832 9.91289L242.779 11.1376C242.051 10.3929 241.241 9.81359 240.286 9.39983ZM248.641 7.34756H260.541V8.98606H250.406V15.4904H259.489V17.1289H250.406V23.9477H260.865V25.5862H248.641V7.34756Z\" fill=\"#212121\"></path>\n<path d=\"M31.3505 14.3755C31.3667 14.6507 31.3829 15.1201 31.2857 15.1687C31.1077 15.1201 30.9458 13.5337 31.1077 13.4365H31.1239C31.2534 13.4689 31.3343 14.0355 31.3505 14.3755Z\" fill=\"#00A000\"></path>\n<path d=\"M16.959 13.1775C16.7485 15.4763 13.8346 16.3343 12.4424 14.505C11.3092 13.0156 12.1996 10.6036 14.4659 10.4902C16.3438 10.6036 17.0561 12.1253 16.959 13.1775Z\" fill=\"#00A000\"></path>\n<path d=\"M14.1103 18.034C14.0456 18.7949 13.4952 20.1223 11.8116 20.2195C9.41565 20.09 8.65479 17.176 10.1441 15.8C10.7269 15.282 11.3421 15.2496 11.6497 15.2334C13.4952 15.3305 14.2075 16.9332 14.1103 18.034Z\" fill=\"#00A000\"></path>\n<path d=\"M21.4764 15.9942C21.4116 16.7875 20.8288 18.1797 19.1128 18.2768C16.555 18.1473 15.9075 15.1686 17.5749 13.7602C18.1901 13.2422 18.8052 13.2098 19.1128 13.1936C21.0069 13.3069 21.5735 14.9743 21.4764 15.9942Z\" fill=\"#00A000\"></path>\n<path d=\"M18.7565 20.6727C18.4004 22.7773 15.6969 23.4248 14.4504 21.7088C13.4952 20.3975 14.1104 18.1311 16.4739 18.0178C18.3356 18.115 18.9184 19.6205 18.7565 20.6727Z\" fill=\"#00A000\"></path>\n<path d=\"M12.1507 10.555C12.0373 11.2349 11.4384 12.4005 9.98138 12.4976C7.90925 12.3843 7.89306 10.0046 9.1072 8.90376C9.68999 8.38572 10.2242 8.35335 10.4832 8.33716C11.9726 8.4181 12.2963 9.74556 12.1507 10.555Z\" fill=\"#00A000\"></path>\n<path d=\"M18.9993 8.758C19.0155 10.4578 16.8462 11.2187 15.5349 9.97214C14.3532 8.85513 14.9521 6.76681 16.8948 6.66968C18.4165 6.76681 18.9831 7.99714 18.9993 8.758Z\" fill=\"#00A000\"></path>\n<path d=\"M23.2892 11.2836C23.3864 13.0157 21.6056 13.8737 20.2458 12.7405C18.805 11.5264 19.2259 9.19524 20.9095 9.01717C20.9581 9.01717 21.039 9.01717 21.1038 9.00098C22.6093 9.09811 23.2407 10.4579 23.2892 11.2836Z\" fill=\"#00A000\"></path>\n<path d=\"M9.34996 15.1687C9.28521 15.8972 8.79955 17.1599 7.4559 17.2409C5.44853 17.1114 5.10857 14.2136 6.53316 13.0642C6.95406 12.7405 7.31021 12.7081 7.55304 12.6919C8.86431 12.7728 9.46328 14.0355 9.34996 15.1687Z\" fill=\"#00A000\"></path>\n<path d=\"M25.0365 18.6978C24.6642 20.608 22.6406 21.3203 21.7017 19.8634C20.8599 18.5521 21.6369 16.3343 23.4015 16.2209C24.8422 16.3181 25.2308 17.7265 25.0365 18.6978Z\" fill=\"#00A000\"></path>\n<path d=\"M11.6007 22.4698C11.633 23.9267 10.1437 24.7847 8.80003 23.603C7.47257 22.4212 7.7154 20.3976 9.22093 20.2196C9.2695 20.2196 9.35044 20.2196 9.4152 20.2034C10.7265 20.2843 11.5683 21.4337 11.6007 22.4698Z\" fill=\"#00A000\"></path>\n<path d=\"M15.8267 24.7199C15.7781 25.2218 15.341 26.1769 14.1269 26.2417C12.4433 26.1607 11.4882 24.1857 12.6052 23.1335C13.0585 22.7126 13.5765 22.6964 13.8031 22.6802C15.1953 22.7449 15.94 23.781 15.8267 24.7199Z\" fill=\"#00A000\"></path>\n<path d=\"M22.1549 23.101C21.6044 24.6713 19.5485 25.3835 18.7715 23.8942C18.1563 22.7286 19.0628 20.9641 20.7303 20.8669C21.8797 20.8831 22.5758 21.9354 22.1549 23.101Z\" fill=\"#00A000\"></path>\n<path d=\"M14.6774 6.50773C14.5965 7.00958 14.0946 7.9647 12.7995 8.02946C11.1807 7.93233 10.9702 6.31347 12.0225 5.32597C12.5567 4.82413 13.0747 4.80794 13.2852 4.79175C14.4184 4.8565 14.7907 5.82781 14.6774 6.50773Z\" fill=\"#00A000\"></path>\n<path d=\"M7.18189 19.9604C7.19808 20.1223 7.26284 21.5631 6.06488 21.6602C4.41365 21.5469 3.71755 18.8758 4.75361 18.0016C5.01263 17.7912 5.25546 17.775 5.41734 17.7588C6.53435 17.8397 7.11714 19.0862 7.18189 19.9604Z\" fill=\"#00A000\"></path>\n<path d=\"M26.9959 13.906C27.0282 15.4601 25.7655 16.3019 24.7457 15.4115C23.5477 14.3593 23.7096 11.8177 25.3123 11.7043C26.3645 11.7691 26.9635 12.8861 26.9959 13.906Z\" fill=\"#00A000\"></path>\n<path d=\"M18.9988 26.7921C18.9826 26.8407 18.5455 27.8929 17.3961 27.9577C16.182 27.8767 15.7611 26.436 16.7 25.5941C17.1695 25.1732 17.6551 25.1571 17.8656 25.1409C19.0635 25.2218 19.2416 26.1446 18.9988 26.7921Z\" fill=\"#00A000\"></path>\n<path d=\"M20.0999 4.92117C20.1808 5.32589 20.0837 6.11913 19.08 6.16769C17.6392 6.08675 16.9755 4.53265 17.7525 3.77179C18.0116 3.52896 18.303 3.51277 18.4325 3.49658C19.3228 3.56134 19.9704 4.37076 20.0999 4.92117Z\" fill=\"#00A000\"></path>\n<path d=\"M8.33073 8.11044C8.15266 8.61229 7.55368 9.55122 6.58237 9.61598C5.33585 9.51884 5.57868 7.80286 6.6795 6.86392C7.16515 6.44302 7.53749 6.42683 7.68319 6.41064C8.54118 6.4754 8.58975 7.44671 8.33073 8.11044Z\" fill=\"#00A000\"></path>\n<path d=\"M5.43276 12.449C5.30325 13.0317 4.86616 14.0516 3.97579 14.1164C2.6807 14.0031 2.8264 11.6557 3.89485 10.7492C4.20243 10.4901 4.42907 10.474 4.59095 10.4578C5.40038 10.5387 5.62702 11.5424 5.43276 12.449Z\" fill=\"#00A000\"></path>\n<path d=\"M24.1468 6.88001C24.5029 7.98083 23.6773 8.66075 22.6251 8.11034C21.4109 7.4628 21.0224 5.58493 22.0423 5.30972C22.107 5.29353 22.2042 5.29353 22.2689 5.27734C23.224 5.3421 23.9363 6.24866 24.1468 6.88001Z\" fill=\"#00A000\"></path>\n<path d=\"M10.0796 26.3387C10.0958 26.3873 10.4196 27.4395 9.5454 27.4881C8.34745 27.4233 7.08474 25.6264 7.78085 24.9789C7.94273 24.817 8.15318 24.8008 8.28269 24.8008C9.20544 24.8493 9.88536 25.7235 10.0796 26.3387Z\" fill=\"#00A000\"></path>\n<path d=\"M27.3692 21.3364C26.916 22.5991 25.5885 23.3438 25.1514 22.3077C24.7143 21.304 25.5237 19.4747 26.7055 19.3938C27.6283 19.4747 27.6444 20.5756 27.3692 21.3364Z\" fill=\"#00A000\"></path>\n<path d=\"M24.245 25.2864C23.5975 26.4034 22.2053 26.9862 21.9463 26.0311C21.7034 25.1569 22.6586 23.7323 23.7917 23.6514C24.6336 23.7161 24.6821 24.5579 24.245 25.2864Z\" fill=\"#00A000\"></path>\n<path d=\"M13.8031 28.1518C13.9003 29.0098 13.0909 29.4631 12.1519 28.7184C11.1644 27.9576 11.3101 26.9377 12.1519 26.8406C12.1843 26.8406 12.2329 26.8406 12.2814 26.8406C13.1394 26.873 13.7384 27.5529 13.8031 28.1518Z\" fill=\"#00A000\"></path>\n<path d=\"M16.4094 3.23778C16.3446 4.22528 14.9848 4.50049 14.4182 3.83676C13.9002 3.20541 14.4668 2.18553 15.3571 2.13696C16.0047 2.15315 16.4418 2.71975 16.4094 3.23778Z\" fill=\"#00A000\"></path>\n<path d=\"M11.3909 4.41948C10.8891 5.55268 9.52923 5.95739 9.18927 5.27747C8.8655 4.59756 9.95013 3.31866 10.9053 3.25391C11.5042 3.25391 11.6337 3.85288 11.3909 4.41948Z\" fill=\"#00A000\"></path>\n<path d=\"M3.3601 17.1921C3.37629 18.4063 2.74494 19.0862 2.12977 18.5034C1.32034 17.7264 1.30416 15.3466 2.34022 15.2495C3.06871 15.3305 3.34391 16.4798 3.3601 17.1921Z\" fill=\"#00A000\"></path>\n<path d=\"M27.6917 9.24369C27.9993 10.2798 27.4812 10.9435 26.688 10.5226C25.6519 9.97217 25.1177 7.91622 25.9433 7.64102C25.9919 7.62483 26.0728 7.62483 26.1214 7.60864C26.8984 7.6734 27.4974 8.59614 27.6917 9.24369Z\" fill=\"#00A000\"></path>\n<path d=\"M29.5543 16.6256C29.4409 17.9045 28.6153 18.6006 28.0649 17.8883C27.4012 17.0303 27.6764 14.8287 28.6801 14.7153C29.3924 14.7801 29.619 15.8809 29.5543 16.6256Z\" fill=\"#00A000\"></path>\n<path d=\"M6.01558 24.218C6.03177 24.2666 6.43648 25.3674 5.72419 25.4483C4.68812 25.3674 3.49017 23.3924 4.10533 22.7772C4.20246 22.6801 4.31578 22.6639 4.41292 22.6477C5.10902 22.6963 5.75656 23.4895 6.01558 24.218Z\" fill=\"#00A000\"></path>\n<path d=\"M16.5051 29.5441C16.2946 30.2887 15.2909 30.5154 14.87 29.706C14.611 29.2041 14.8862 28.6213 15.6633 28.5728C16.3432 28.6051 16.6346 29.0908 16.5051 29.5441Z\" fill=\"#00A000\"></path>\n<path d=\"M20.7967 28.4756C20.5538 28.7831 19.9711 29.2688 19.4206 29.285C18.7407 29.2364 18.9512 28.2813 19.6311 27.7147C20.0682 27.3424 20.4405 27.3262 20.57 27.3262C21.2176 27.3747 21.2176 27.9575 20.7967 28.4756Z\" fill=\"#00A000\"></path>\n<path d=\"M19.8739 2.15321C20.0682 2.41223 20.1815 2.81694 19.6797 2.84932C18.8217 2.80076 18.1741 1.7485 18.5141 1.48948C18.5626 1.44092 18.6274 1.44092 18.6922 1.44092C19.0969 1.45711 19.6311 1.82944 19.8739 2.15321Z\" fill=\"#00A000\"></path>\n<path d=\"M13.8509 1.66741C13.5433 2.29876 12.653 2.54159 12.4749 2.15307C12.313 1.74835 13.09 1.08462 13.6243 1.05225C13.9642 1.05225 13.9966 1.37602 13.8509 1.66741Z\" fill=\"#00A000\"></path>\n<path d=\"M6.12972 5.87644C5.54693 6.75062 4.76988 7.07439 4.67275 6.6373C4.55943 6.11927 5.57931 4.77562 6.2916 4.72705C6.76107 4.77562 6.38874 5.48791 6.12972 5.87644Z\" fill=\"#00A000\"></path>\n<path d=\"M23.3061 3.67478C23.5165 3.93379 23.7594 4.45183 23.2413 4.4842C22.3348 4.40326 21.4282 3.0758 21.7196 2.80059C21.7682 2.75203 21.8329 2.75203 21.8977 2.73584C22.351 2.76822 22.9661 3.23768 23.3061 3.67478Z\" fill=\"#00A000\"></path>\n<path d=\"M2.97199 9.87496C2.92343 9.98828 2.51871 10.9596 2.00068 11.0082C1.33695 10.911 2.00068 9.01696 2.69679 8.56368C2.81011 8.48274 2.87486 8.48274 2.93962 8.46655C3.34433 8.53131 3.18244 9.34073 2.97199 9.87496Z\" fill=\"#00A000\"></path>\n<path d=\"M30.3314 11.7206C30.4124 12.1253 30.4448 12.8861 30.0401 12.9347C29.2792 12.8376 28.8421 10.7007 29.2792 10.3284C29.3278 10.2798 29.3925 10.2798 29.4249 10.2798C29.862 10.3445 30.2181 11.154 30.3314 11.7206Z\" fill=\"#00A000\"></path>\n<path d=\"M2.47043 21.7897C2.66469 22.421 2.63231 23.0362 2.27616 22.8743C1.61243 22.5829 0.916326 20.5432 1.43436 20.3975H1.48293C1.88764 20.446 2.30854 21.2393 2.47043 21.7897Z\" fill=\"#00A000\"></path>\n<path d=\"M28.3552 23.8296C27.9343 24.5581 27.2705 25.0923 27.141 24.6714C26.9629 24.121 27.8209 22.5831 28.4523 22.5183C28.8246 22.5669 28.6951 23.2306 28.3552 23.8296Z\" fill=\"#00A000\"></path>\n<path d=\"M10.1606 29.544C10.4035 29.8031 10.5977 30.1268 10.3225 30.1268C9.7883 30.143 8.37989 29.1555 8.63891 28.7994C8.67129 28.7508 8.73604 28.7346 8.8008 28.7346C9.31883 28.767 9.9178 29.285 10.1606 29.544Z\" fill=\"#00A000\"></path>\n<path d=\"M24.9563 27.4396C24.7296 27.6987 24.1792 28.1681 23.7583 28.2005C23.305 28.1519 23.9202 27.213 24.5192 26.7435C24.9239 26.4198 25.1505 26.4036 25.2315 26.4036C25.62 26.4521 25.3933 26.9702 24.9563 27.4396Z\" fill=\"#00A000\"></path>\n<path d=\"M13.1878 30.6613C13.2849 30.7746 13.5115 31.0498 13.2525 31.0822C12.7183 31.0822 11.6822 30.4346 11.9413 30.1756C11.9898 30.127 12.0708 30.1108 12.1193 30.1108C12.5564 30.1108 13.0097 30.467 13.1878 30.6613Z\" fill=\"#00A000\"></path>\n<path d=\"M17.7192 30.7906C17.5735 30.9201 17.2497 31.1305 16.9745 31.1467C16.6346 31.1305 16.8612 30.661 17.1202 30.4344C17.2983 30.2887 17.4764 30.2078 17.6868 30.2078C18.0592 30.2401 17.9944 30.5315 17.7192 30.7906Z\" fill=\"#00A000\"></path>\n<path d=\"M9.64113 2.73581C9.544 2.83294 8.99359 3.35097 8.52412 3.38335C8.16798 3.35097 8.39462 2.94626 8.81552 2.59011C9.04216 2.39585 9.56019 2.02351 9.93253 2.00732C10.3211 2.0397 9.67351 2.70343 9.64113 2.73581Z\" fill=\"#00A000\"></path>\n<path d=\"M16.9275 0.890291C17.0894 1.23025 16.7332 1.40832 16.3933 1.27882C15.94 1.10074 15.9076 0.598897 16.1666 0.469389C16.2152 0.4532 16.2476 0.437012 16.2961 0.437012C16.5552 0.4532 16.8304 0.67984 16.9275 0.890291Z\" fill=\"#00A000\"></path>\n<path d=\"M26.6083 5.5365C26.9644 6.03834 26.9806 6.42687 26.6407 6.3783C26.0741 6.29736 25.0056 4.88896 25.2808 4.59756C25.3132 4.56519 25.3618 4.56519 25.3941 4.56519C25.7989 4.59756 26.3493 5.14797 26.6083 5.5365Z\" fill=\"#00A000\"></path>\n<path d=\"M0.689784 14.2135C0.641218 14.6182 0.51171 15.3143 0.252693 15.3629C-0.232963 15.2658 0.0746191 13.1127 0.39839 12.9023L0.463144 12.8699C0.738349 12.9184 0.754538 13.7279 0.689784 14.2135Z\" fill=\"#00A000\"></path>\n<path d=\"M30.816 19.4909C30.6217 20.2517 30.2656 20.7374 30.1037 20.446C29.877 19.9927 30.2656 18.2767 30.7189 18.1958C30.9779 18.2444 30.9617 18.9081 30.816 19.4909Z\" fill=\"#00A000\"></path>\n<path d=\"M6.7129 27.6823C7.02048 28.0384 7.21474 28.3784 6.93954 28.346C6.38913 28.2651 5.17499 27.0024 5.46638 26.8243L5.54732 26.8081C5.91966 26.8567 6.45388 27.3747 6.7129 27.6823Z\" fill=\"#00A000\"></path>\n<path d=\"M21.0704 29.8516C20.6171 30.1592 20.002 30.402 20.002 30.2239C20.0181 30.0458 20.8923 29.2526 21.4427 29.2202C21.7179 29.2526 21.4751 29.5278 21.2808 29.6897C21.2485 29.7059 21.1675 29.7868 21.0704 29.8516Z\" fill=\"#00A000\"></path>\n<path d=\"M15.2925 31.163C15.3735 31.3249 15.3249 31.4544 14.9849 31.3573C14.6612 31.2601 14.4993 31.0497 14.6612 30.9525L14.7583 30.9202C15.0173 30.8716 15.2116 31.0173 15.2925 31.163Z\" fill=\"#00A000\"></path>\n<path d=\"M12.8303 0.469616C12.3932 0.744822 12.0695 0.809576 12.1018 0.712445C12.1342 0.534371 12.9113 0.194411 13.1541 0.178223C13.1865 0.178223 13.235 0.178223 13.1217 0.275354C13.057 0.32392 12.9436 0.404862 12.8303 0.469616Z\" fill=\"#00A000\"></path>\n<path d=\"M15.3237 0.161885C15.2913 0.22664 15.178 0.339959 14.9999 0.356148C14.8542 0.339959 14.8704 0.242828 14.9676 0.145697C15.0485 0.0809427 15.1942 0 15.2913 0C15.4208 0.0161885 15.3237 0.161885 15.3237 0.161885Z\" fill=\"#00A000\"></path>\n<path d=\"M0.608603 18.9245C0.721923 19.4587 0.721923 19.8148 0.64098 19.7663C0.430529 19.653 0.0743813 17.8884 0.236267 17.8398C0.333398 17.8884 0.495283 18.4226 0.608603 18.9245Z\" fill=\"#00A000\"></path>\n<path d=\"M29.3427 7.9001C29.537 8.24006 29.6503 8.58002 29.4884 8.53145C29.2132 8.45051 28.4847 7.20399 28.679 7.12305H28.6952C28.8571 7.17161 29.1485 7.56014 29.3427 7.9001Z\" fill=\"#00A000\"></path>\n<path d=\"M3.61909 25.3512C3.66766 25.4159 4.03999 25.934 3.92667 25.9663C3.66766 25.9178 2.68015 24.6389 2.84204 24.5417H2.85823C3.00392 24.5903 3.40864 25.0598 3.61909 25.3512Z\" fill=\"#00A000\"></path>\n<path d=\"M18.1414 0.259053C18.3519 0.339996 18.449 0.40475 18.4166 0.420939C18.3357 0.485693 17.4939 0.194299 17.4453 0.113357L17.4615 0.097168C17.5748 0.113357 17.8986 0.178111 18.1414 0.259053Z\" fill=\"#00A000\"></path>\n<path d=\"M2.43813 7.4629C2.35719 7.57622 2.11436 7.96474 2.01723 8.01331C1.87153 7.96474 2.60002 6.88011 2.71334 6.83154H2.72952C2.81047 6.86392 2.4867 7.39814 2.43813 7.4629Z\" fill=\"#00A000\"></path>\n<path d=\"M5.67515 3.78798C5.319 4.12794 5.09236 4.25745 5.07617 4.1765C5.07617 4.03081 5.82084 3.31851 6.06367 3.28613C6.17699 3.28613 5.90179 3.57753 5.67515 3.78798Z\" fill=\"#00A000\"></path>\n<path d=\"M21.0058 1.03617C21.2648 1.18187 21.3944 1.29519 21.3134 1.31138C21.1515 1.34376 20.0993 0.777157 20.1802 0.712402H20.2126C20.3745 0.728591 20.763 0.890476 21.0058 1.03617Z\" fill=\"#00A000\"></path>\n<path d=\"M24.6005 2.81684C24.8919 3.04348 25.0376 3.22156 24.9243 3.22156C24.7139 3.23775 23.4835 2.33119 23.613 2.25024H23.6454C23.8721 2.29881 24.3091 2.5902 24.6005 2.81684Z\" fill=\"#00A000\"></path>\n<path d=\"M9.69156 1.31126C9.57824 1.37602 9.23828 1.55409 9.18971 1.52171C9.17352 1.42458 9.9182 1.06843 10.0801 1.05225C10.0963 1.10081 9.75631 1.27889 9.69156 1.31126Z\" fill=\"#00A000\"></path>\n</svg>\n<img src=\"https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif\"/>\n</div>\n<div>\n<label>\n<span></span>\n</label>\n<h3></h3>\n<div></div>\n<div>\n<form method=\"post\">\n<input type=\"hidden\" value=\"\"/>\n<input type=\"hidden\" value=\"\"/>\n<input type=\"hidden\" value=\"\"/>\n<input type=\"hidden\" value=\"free\"/>\n<input placeholder=\"Email Address\" required=\"\" type=\"email\" value=\"\"/>\n<button>Submit</button>\n</form>\n</div>\n</div>\n</div>\n</div>\n<div>\n<hr/>\n<p>Article printed from InvestorPlace Media, https://investorplace.com/2024/05/nio-stock-battery-swapping-bet-a-gamble-that-might-not-pay-off-for-investors/.</p>\n<p>©2024 InvestorPlace Media, LLC</p>\n</div>\n</div>\n</header></article></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock’s Battery Swapping Bet: A Gamble That Might Not Pay Off for Investors</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\">\nNIO Stock’s Battery Swapping Bet: A Gamble That Might Not Pay Off for Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-30 18:54 GMT+8 <a href=https://investorplace.com/2024/05/nio-stock-battery-swapping-bet-a-gamble-that-might-not-pay-off-for-investors/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio’s (NIO) only main point of differentiation is of questionable value. Therefore, I urge investors to sell NIO stock.\nThe EV maker is facing a huge amount of competition.\nIts growth metrics are ...</p>\n\n<a href=\"https://investorplace.com/2024/05/nio-stock-battery-swapping-bet-a-gamble-that-might-not-pay-off-for-investors/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4511":"特斯拉概念","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","BK4548":"巴美列捷福持仓","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","ISBC":"投资者银行","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","AAPL":"苹果","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4515":"5G概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4554":"元宇宙及AR概念","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0052750758.USD":"富兰克林中国基金A Acc","BK4553":"喜马拉雅资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","GM":"通用汽车","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","NIO.SI":"蔚来","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4555":"新能源车","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","09866":"蔚来-SW","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4551":"寇图资本持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","NIO":"蔚来","BK4512":"苹果概念"},"source_url":"https://investorplace.com/2024/05/nio-stock-battery-swapping-bet-a-gamble-that-might-not-pay-off-for-investors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2439622357","content_text":"Nio’s (NIO) only main point of differentiation is of questionable value. Therefore, I urge investors to sell NIO stock.\nThe EV maker is facing a huge amount of competition.\nIts growth metrics are unimpressive at this point.\n\n\n\n\n\n \n\nSource: Michael Vi / Shutterstock.com\n\n\n\nTwo key attributes that I often look for in companies when deciding whether to invest in them are points of differentiation and competitive advantages. Points of differentiation distinguish companies from their competitors. Some of these points result in competitive advantages that enable firms to gain market share. Ultimately, market share gains frequently result in higher profits. Finally, stock prices usually rise because of higher profits. \nBoth Tesla (NASDAQ:TSLA) and Apple (NASDAQ:AAPL) made products that consumers viewed as much more attractive than those of their competitors. That was their main point of differentiation. It became a huge competitive advantage for both of them, enabling them to gain market share and tremendously boost their profits. \nWhile Chinese electric vehicle (EV) maker Nio (NASDAQ:NIO) has its own key point of differentiation, the evidence suggests it’s not yet a competitive advantage for the firm. I’m unsure if that situation will change in the future. Moreover, Nio is facing very stiff competition and its recent growth metrics have been quite unimpressive.\nGiven these points, I recommend investors sell NIO stock.\n Nio’s Key Point of Differentiation\nNio’s key point 0f differentiation is its extensive battery-swapping network. With battery swapping, EV drivers can exchange their used batteries for new, full batteries at specified locations.\nI’ve always believed that battery swapping would make driving EVs much more attractive for consumers. That’s because, in a short period of time (three minutes, according to Nio), battery swapping would allow EV drivers to go from having very little driving range to having hundreds of miles available again. As a result, the system, if implemented on a broad scale, could largely eliminate both the “range anxiety” issue and the need to wait a long time before EVs are mostly or fully charged.\nBut history strongly suggests that my faith in the power of battery swapping was misplaced. Nio said in March that it had carried out 40 million battery swaps yet the firm is still losing a great deal of money. It is also far from being one of China’s leading EV makers. For example, the automaker handed over slightly more than 160,000 vehicles in 2023, while its rival BYD (OTC:BYDDF) delivered a bit more than 3 million vehicles last year. What’s more, Nio lost nearly $2.8 billion last year.\nMoreover, an Israeli startup called Better Space focused on battery swapping about 10 years ago and suffered “massive losses.” It eventually disappeared.\nCould Battery Swapping Eventually Be a Competitive Advantage for NIO Stock?\n In November 2023, Nio began partnering with several other Chinese automakers on “developing battery swap standards and expanding the network in China,” CNBC reported.\nBy working with other automakers, Nio will be able to foster the creation of a huge battery-swapping ecosystem and spread the word about the service more effectively. On the other hand, if more automakers offer the service, Nio’s point of differentiation and competitive advantage become greatly diluted.\nFurther, automakers and battery makers are developing EV batteries that can be charged relatively quickly. For example, Tesla’s superchargers allow 200 miles of range to be added to vehicles’ batteries in just 15 minutes. And Israeli startup StoreDot says that the range of its batteries can be increased by 70 percentage points in only 10 minutes.\nOver the longer term, these and other advances in EV batteries may make battery-swapping services less attractive.\nNio’s Tough Competition and Unimpressive Growth\nNio is facing an array of very tough competitors in the Chinese EV market. In addition to Tesla and BYD, Nio has to contend with many Western giants whose vehicles are generally very popular in the Asian country. Among the names in the latter category are General Motors (NYSE:GM) and Volkswagen (OTC:VLKAF). \nAnd there are indications that Nio is faltering amid the tough conditions. For example, in Q4 of 2023, its revenue from EV sales increased just 4.6% versus the same period a year earlier. Its operating loss only fell by 4% during the quarter versus the same period a year earlier to a very steep $933 million.\nThe Bottom Line on NIO Stock\nNIO stock has a low price-to-sales ratio of one. Still, given the uncertain value of the company’s only apparent point of differentiation and its uninspiring growth. I advise investors to sell the shares at this time.\nOn the date of publication, Larry Ramer did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines\nLarry Ramer has conducted research and written articles on U.S. stocks for 15 years. He has been employed by The Fly and Israel’s largest business newspaper, Globes. Larry began writing columns for InvestorPlace in 2015. Among his highly successful, contrarian picks have been SMCI, INTC, and MGM. You can reach him on Stocktwits at @larryramer.Consumer Discretionary, Automotive, Electric Vehicles \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/2024/05/nio-stock-battery-swapping-bet-a-gamble-that-might-not-pay-off-for-investors/.\n©2024 InvestorPlace Media, LLC","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309766385004568,"gmtCreate":1716631262112,"gmtModify":1716631266062,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"💤 💤 🥱 ","listText":"💤 💤 🥱 ","text":"💤 💤 🥱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309766385004568","repostId":"2438093039","repostType":4,"repost":{"id":"2438093039","pubTimestamp":1716606000,"share":"https://ttm.financial/m/news/2438093039?lang=&edition=fundamental","pubTime":"2024-05-25 11:00","market":"us","language":"en","title":"NIO: Fundamentally Weak And Overvalued?","url":"https://stock-news.laohu8.com/highlight/detail?id=2438093039","media":"Seeking Alpha","summary":"NIO's operating losses deepen as deliveries increase, making it difficult to adjust pricing and compete with Tesla's price war in China.NIO's pricing advantage in high-end models is overshadowed by it","content":"<html><head></head><body><ul style=\"\"><li><p>NIO's operating losses deepen as deliveries increase, making it difficult to adjust pricing and compete with Tesla's price war in China.</p></li><li><p>NIO's pricing advantage in high-end models is overshadowed by its lack of brand strength compared to competitors.</p></li><li><p>Recent measures from the White House included introduction of 100% border tax on Chinese EVs, which significantly undermined NIO's export potential.</p></li><li><p>The valuation does not look good as there is a 34% downside potential.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5ddf0943a93f4ecd7825e6732cb46f8a\" alt=\"Andy Feng\" title=\"Andy Feng\" tg-width=\"750\" tg-height=\"563\"/><span>Andy Feng</span></p><h2 id=\"id_477835009\">My thesis</h2><p>NIO (NYSE:NIO) currently experiences multiple challenges. The company's operating losses deepen as it ramps up deliveries, meaning that pricing for its vehicles should be adjusted. However, increasing prices is highly likely to be impossible as the competition is fierce and Tesla (TSLA) continues its price war in China. Nevertheless, escaping this challenging situation seems improbable and NIO is poised to continue burning cash, in my opinion. Therefore, I recommend a Strong Sell on the stock. Moreover, my DCF model indicates that the stock has 34% downside potential.</p><h2 id=\"id_1273470867\">NIO stock analysis</h2><p>NIO is a Chinese EV manufacturing company well-known for its battery swapping strategy to resolve the problem of scarce EV charging infrastructure in China. According to NIO's latest 20-F SEC filing, the company positions itself as a leading company in the premium smart electric vehicle market. Therefore, when analyzing NIO's competitive landscape in my analysis, I will compare its offerings to other premium EV manufacturers. Tesla is the name that comes to mind when we speak about premium electric vehicles. German premium legacy automakers like Mercedes-Benz (OTCPK:MBGAF), BMW (OTCPK:BMWYY), and Audi are also very popular in China's luxury segment. Therefore, I consider these four companies to be direct competitors of NIO.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca056ecd0ad701f0007df7e6110b0eb6\" alt=\"NIO's website\" title=\"NIO's website\" tg-width=\"640\" tg-height=\"298\"/><span>NIO's website</span></p><p>Despite being a young company, NIO already offers the market nine models, including sedans, tourers, SUVs and coupe SUVs. In the below table, I summarize information regarding prices for NIO's models from cnevpost.com. The two last columns in the below table are added by me, based on comparisons of models between each other and competitor models' prices in China, which I found from public sources on the internet. As we see, NIO's models are notably cheaper than all models of German manufacturers and Tesla's highest-end models. However, NIO's smallest models are substantially more expensive than Tesla's Model 3 and Model Y, which are manufactured at Giga Shanghai.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/83b9f8c9f8d331cc42631cc1c6b18b15\" alt=\"DT Invest (based on public sources)\" title=\"DT Invest (based on public sources)\" tg-width=\"640\" tg-height=\"225\"/><span>DT Invest (based on public sources)</span></p><p>That said, NIO appears to have pricing advantage in its high-end models. On the other hand, it would be ridiculous to compare the power of NIO's brand to German automakers, or even Tesla. The perceived relationship of price to quality, or brands, is quite subjective, and it is difficult to arrive at a highly reliable conclusion whether NIO's pricing helps to compete or not. Therefore, I prefer to look at deliveries numbers, which likely present a fair view of NIO's power against competition. It was impossible to find China 2023 EV deliveries of German companies. However, one source suggests that Mercedes and BMW doubled their 2023 EV sales in China. On the other hand, Volkswagen (OTCPK:VWAGY) Group's CEO said that Audi's EV lineup in China is not competitive. Since Tesla only sells EVs, it was not complex to compare its 2023 vs. 2022 sales dynamics in China against NIO.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d3233cdc5aa2509abd416ea533680e1a\" alt=\"DT Invest (based on public sources)\" title=\"DT Invest (based on public sources)\" tg-width=\"640\" tg-height=\"77\"/><span>DT Invest (based on public sources)</span></p><p>Tesla's sales in China more than doubled in 2023 compared to 2022, while NIO demonstrated a 31% growth. Please also keep in mind that Tesla confronted much higher numbers compared to NIO, and the gap in absolute terms is more than tenfold. That said, based on NIO's sales dynamic between 2023 and 2022 compared to Tesla, Mercedes and BMW, I can say that its price advantage does not help much to outperform competitors. Customers are likely to not consider NIO's lower selling prices as a better value proposition compared to three out of four major competitors, in my opinion.</p><p>Besides not having a competitive advantage from the perspective of physical volume sales, NIO's current pricing for its models is unsustainable from the financial performance point of view, in my opinion. Despite demonstrating impressive revenue growth in recent years, NIO's gross and operating profits deteriorated. This means that the pricing policy works against the company's financial success, as the more cars it sells, the deeper operating losses it gets.</p><p>As we see below, ramping up delivery volumes does not help to improve NIO's profitability profile. Therefore, the company needs to make an upward adjustment to pricing for its models, and this in theory, will help in improving margins. However, in practice, NIO does not have such a brand strength to be able to exercise pricing power without losing customers. Moreover, increasing prices will certainly not work in the environment where Tesla continues its price war.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8770cab2545062834006073b0438f548\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"453\"/><span>Seeking Alpha</span></p><p>Therefore, conclusions are quite discouraging for NIO. Ramping up deliveries deepens the company's operating losses, and the company likely does not have any power to adjust pricing higher. The company is burning cash at a massive pace, which we see in deep losses and mounting total debt, which increased more than three-fold over the last five years. Moreover, the number of total common shares outstanding has doubled over the same period.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/70a17ac5c615d1a209c06ff6ff5c838d\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"305\"/><span>Seeking Alpha</span></p><p>The recent package of measures from the White House included a 100% border tax on EVs from China. This is a substantial adverse development for NIO, as it apparently means that Chinese automakers are extremely unlikely to be able to compete on pricing, with a 100% tariff added to the selling price. Recent news suggests that the European Union is considering the same move to protect local automotive companies and jobs of people occupied in the industry. Since the U.S. and EU are the largest markets for Chinese companies to export to, these moves significantly limit NIO's export potential.</p><p>In summary, my bearish sentiment towards NIO stems from several concerning indicators. The company struggles to compete within the crowded market, profitability profile is inconsistent with revenue growth, and recent developments imply that NIO's export potential is currently quite limited.</p><h2 id=\"id_180511418\">Intrinsic value calculation</h2><p>As I mentioned earlier, NIO is deeply unprofitable, which makes analyzing valuation ratios based on earnings irrelevant. For a growth unprofitable company like NIO, the discounted cash flow (DCF) approach is likely the only one to calculate intrinsic value. Under DCF, future cash flows must be discounted, and I must figure out the discount rate. In the below working, I have outlined my WACC calculation and have explained the sources of all my assumptions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/827942b5c6e300f69401f6e15ce8df0f\" alt=\"DT Invest\" title=\"DT Invest\" tg-width=\"640\" tg-height=\"403\"/><span>DT Invest</span></p><p>With WACC figured out, I can proceed with other assumptions. Since NIO's recent revenue growth history has been notably volatile, and is still incurring losses, the level of uncertainty around my assumptions will be extremely high, also because consensus estimates are extremely volatile. I am using Wall Street expectations only for the base year revenue assumption, and the rest will be based on other sources. Therefore, base year revenue is $9.09 billion and revenue CAGR for years beyond is 8.61%. Due to the weaknesses described in the stock analysis, it is extremely difficult to forecast NIO's free cash flow (FCF) dynamic. Therefore, some rule of thumb should apply here, and I will project a 50 basis points FCF margin expansion each year. I incorporate a 4% perpetual growth rate due to solid secular trends in EV industry. I also add up NIO's cash position and deduct total debt, these amounts were recorded in the company's balance sheet as of December 31, 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/19fcdb40f3bb6f4e3ae9c0acaa8ad138\" alt=\"DT Invest\" title=\"DT Invest\" tg-width=\"640\" tg-height=\"492\"/><span>DT Invest</span></p><p>NIO's intrinsic value is 34% lower than the market capitalization, and that is the evidence that the stock is overvalued. My target price for NIO is $3.15.</p><h2 id=\"id_4203428726\">What can go wrong with my thesis?</h2><p>Despite all weaknesses and strong competition, NIO continues investing in developing its business because it has a wealthy investor among its shareholders, Abu Dhabi's CYVN Holdings fund. I did not find much information about this fund on the Internet in terms of its assets under management (AUM) to assess its investing potential. However, the fund has already invested billions of dollars into NIO, and it is not a secret that Abu Dhabi is an oil-rich state, which means that CYVN's pockets are likely deep enough to continue supporting NIO's operations and innovations. For example, on May 15, NIO unveiled its lower-priced brand Onvo, which might help improve NIO's revenue mix and help in expanding into new segments.</p><p>Recent news also suggests that NIO is working under launching two new mass-market models for the European market, and in case one of these models becomes a best-seller, it might be an inflection point for NIO, which will be absorbed by the market with big optimism and will work against my bearish thesis. However, if the EU implements increased tax barriers for Chinese EVs, this potential positive catalyst will remain unrealized.</p><h2 id=\"id_3421269110\">Summary</h2><p>NIO is in a very difficult situation when adjusting prices appears to be the only option to reduce losses and cash burn. However, such a scenario will likely lead to a significant market share loss because of fierce competition, especially from Tesla. The valuation also does not look good, in my opinion.</p><p>Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: Fundamentally Weak And Overvalued?</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\">\nNIO: Fundamentally Weak And Overvalued?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-25 11:00 GMT+8 <a href=https://seekingalpha.com/article/4695579-nio-fundamentally-weak-and-overvalued><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO's operating losses deepen as deliveries increase, making it difficult to adjust pricing and compete with Tesla's price war in China.NIO's pricing advantage in high-end models is overshadowed by ...</p>\n\n<a href=\"https://seekingalpha.com/article/4695579-nio-fundamentally-weak-and-overvalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4504":"桥水持仓","BK4511":"特斯拉概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","NIO":"蔚来","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","BK4551":"寇图资本持仓","BK6125":"汽车制造商","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","09866":"蔚来-SW","BK4509":"腾讯概念","BK4211":"区域性银行","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4527":"明星科技股","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4588":"碎股","BK4550":"红杉资本持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","NIO.SI":"蔚来","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC"},"source_url":"https://seekingalpha.com/article/4695579-nio-fundamentally-weak-and-overvalued","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2438093039","content_text":"NIO's operating losses deepen as deliveries increase, making it difficult to adjust pricing and compete with Tesla's price war in China.NIO's pricing advantage in high-end models is overshadowed by its lack of brand strength compared to competitors.Recent measures from the White House included introduction of 100% border tax on Chinese EVs, which significantly undermined NIO's export potential.The valuation does not look good as there is a 34% downside potential.Andy FengMy thesisNIO (NYSE:NIO) currently experiences multiple challenges. The company's operating losses deepen as it ramps up deliveries, meaning that pricing for its vehicles should be adjusted. However, increasing prices is highly likely to be impossible as the competition is fierce and Tesla (TSLA) continues its price war in China. Nevertheless, escaping this challenging situation seems improbable and NIO is poised to continue burning cash, in my opinion. Therefore, I recommend a Strong Sell on the stock. Moreover, my DCF model indicates that the stock has 34% downside potential.NIO stock analysisNIO is a Chinese EV manufacturing company well-known for its battery swapping strategy to resolve the problem of scarce EV charging infrastructure in China. According to NIO's latest 20-F SEC filing, the company positions itself as a leading company in the premium smart electric vehicle market. Therefore, when analyzing NIO's competitive landscape in my analysis, I will compare its offerings to other premium EV manufacturers. Tesla is the name that comes to mind when we speak about premium electric vehicles. German premium legacy automakers like Mercedes-Benz (OTCPK:MBGAF), BMW (OTCPK:BMWYY), and Audi are also very popular in China's luxury segment. Therefore, I consider these four companies to be direct competitors of NIO.NIO's websiteDespite being a young company, NIO already offers the market nine models, including sedans, tourers, SUVs and coupe SUVs. In the below table, I summarize information regarding prices for NIO's models from cnevpost.com. The two last columns in the below table are added by me, based on comparisons of models between each other and competitor models' prices in China, which I found from public sources on the internet. As we see, NIO's models are notably cheaper than all models of German manufacturers and Tesla's highest-end models. However, NIO's smallest models are substantially more expensive than Tesla's Model 3 and Model Y, which are manufactured at Giga Shanghai.DT Invest (based on public sources)That said, NIO appears to have pricing advantage in its high-end models. On the other hand, it would be ridiculous to compare the power of NIO's brand to German automakers, or even Tesla. The perceived relationship of price to quality, or brands, is quite subjective, and it is difficult to arrive at a highly reliable conclusion whether NIO's pricing helps to compete or not. Therefore, I prefer to look at deliveries numbers, which likely present a fair view of NIO's power against competition. It was impossible to find China 2023 EV deliveries of German companies. However, one source suggests that Mercedes and BMW doubled their 2023 EV sales in China. On the other hand, Volkswagen (OTCPK:VWAGY) Group's CEO said that Audi's EV lineup in China is not competitive. Since Tesla only sells EVs, it was not complex to compare its 2023 vs. 2022 sales dynamics in China against NIO.DT Invest (based on public sources)Tesla's sales in China more than doubled in 2023 compared to 2022, while NIO demonstrated a 31% growth. Please also keep in mind that Tesla confronted much higher numbers compared to NIO, and the gap in absolute terms is more than tenfold. That said, based on NIO's sales dynamic between 2023 and 2022 compared to Tesla, Mercedes and BMW, I can say that its price advantage does not help much to outperform competitors. Customers are likely to not consider NIO's lower selling prices as a better value proposition compared to three out of four major competitors, in my opinion.Besides not having a competitive advantage from the perspective of physical volume sales, NIO's current pricing for its models is unsustainable from the financial performance point of view, in my opinion. Despite demonstrating impressive revenue growth in recent years, NIO's gross and operating profits deteriorated. This means that the pricing policy works against the company's financial success, as the more cars it sells, the deeper operating losses it gets.As we see below, ramping up delivery volumes does not help to improve NIO's profitability profile. Therefore, the company needs to make an upward adjustment to pricing for its models, and this in theory, will help in improving margins. However, in practice, NIO does not have such a brand strength to be able to exercise pricing power without losing customers. Moreover, increasing prices will certainly not work in the environment where Tesla continues its price war.Seeking AlphaTherefore, conclusions are quite discouraging for NIO. Ramping up deliveries deepens the company's operating losses, and the company likely does not have any power to adjust pricing higher. The company is burning cash at a massive pace, which we see in deep losses and mounting total debt, which increased more than three-fold over the last five years. Moreover, the number of total common shares outstanding has doubled over the same period.Seeking AlphaThe recent package of measures from the White House included a 100% border tax on EVs from China. This is a substantial adverse development for NIO, as it apparently means that Chinese automakers are extremely unlikely to be able to compete on pricing, with a 100% tariff added to the selling price. Recent news suggests that the European Union is considering the same move to protect local automotive companies and jobs of people occupied in the industry. Since the U.S. and EU are the largest markets for Chinese companies to export to, these moves significantly limit NIO's export potential.In summary, my bearish sentiment towards NIO stems from several concerning indicators. The company struggles to compete within the crowded market, profitability profile is inconsistent with revenue growth, and recent developments imply that NIO's export potential is currently quite limited.Intrinsic value calculationAs I mentioned earlier, NIO is deeply unprofitable, which makes analyzing valuation ratios based on earnings irrelevant. For a growth unprofitable company like NIO, the discounted cash flow (DCF) approach is likely the only one to calculate intrinsic value. Under DCF, future cash flows must be discounted, and I must figure out the discount rate. In the below working, I have outlined my WACC calculation and have explained the sources of all my assumptions.DT InvestWith WACC figured out, I can proceed with other assumptions. Since NIO's recent revenue growth history has been notably volatile, and is still incurring losses, the level of uncertainty around my assumptions will be extremely high, also because consensus estimates are extremely volatile. I am using Wall Street expectations only for the base year revenue assumption, and the rest will be based on other sources. Therefore, base year revenue is $9.09 billion and revenue CAGR for years beyond is 8.61%. Due to the weaknesses described in the stock analysis, it is extremely difficult to forecast NIO's free cash flow (FCF) dynamic. Therefore, some rule of thumb should apply here, and I will project a 50 basis points FCF margin expansion each year. I incorporate a 4% perpetual growth rate due to solid secular trends in EV industry. I also add up NIO's cash position and deduct total debt, these amounts were recorded in the company's balance sheet as of December 31, 2023.DT InvestNIO's intrinsic value is 34% lower than the market capitalization, and that is the evidence that the stock is overvalued. My target price for NIO is $3.15.What can go wrong with my thesis?Despite all weaknesses and strong competition, NIO continues investing in developing its business because it has a wealthy investor among its shareholders, Abu Dhabi's CYVN Holdings fund. I did not find much information about this fund on the Internet in terms of its assets under management (AUM) to assess its investing potential. However, the fund has already invested billions of dollars into NIO, and it is not a secret that Abu Dhabi is an oil-rich state, which means that CYVN's pockets are likely deep enough to continue supporting NIO's operations and innovations. For example, on May 15, NIO unveiled its lower-priced brand Onvo, which might help improve NIO's revenue mix and help in expanding into new segments.Recent news also suggests that NIO is working under launching two new mass-market models for the European market, and in case one of these models becomes a best-seller, it might be an inflection point for NIO, which will be absorbed by the market with big optimism and will work against my bearish thesis. However, if the EU implements increased tax barriers for Chinese EVs, this potential positive catalyst will remain unrealized.SummaryNIO is in a very difficult situation when adjusting prices appears to be the only option to reduce losses and cash burn. However, such a scenario will likely lead to a significant market share loss because of fierce competition, especially from Tesla. The valuation also does not look good, in my opinion.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":305403118432400,"gmtCreate":1715595806253,"gmtModify":1715595810169,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Ok then.... huat ah","listText":"Ok then.... huat ah","text":"Ok then.... huat ah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/305403118432400","repostId":"1145363673","repostType":4,"repost":{"id":"1145363673","pubTimestamp":1715595553,"share":"https://ttm.financial/m/news/1145363673?lang=&edition=fundamental","pubTime":"2024-05-13 18:19","market":"sg","language":"en","title":"Lawrence Wong Is Ready to Lead Singapore, Says PM Lee in Letter to President Tharman","url":"https://stock-news.laohu8.com/highlight/detail?id=1145363673","media":"CNA","summary":"SINGAPORE: Deputy Prime Minister Lawrence Wong is ready to lead Singapore, Prime Minister Lee Hsien Loong wrote on Monday (May 13) in a letter toPresident Tharman Shanmugaratnam, announcing his intent","content":"<html><head></head><body><p>SINGAPORE: Deputy Prime Minister Lawrence Wong is ready to lead Singapore, Prime Minister Lee Hsien Loong wrote on Monday (May 13) in a letter to President Tharman Shanmugaratnam, announcing his intention to resign on Wednesday.</p><p style=\"text-align: start;\">The letter is a formal process in Singapore's leadership transition, following last month's announcement that Mr Wong, 51, will be will be sworn in as Prime Minister on Wednesday.</p><p style=\"text-align: start;\">President Tharman in turn thanked Mr Lee for his service. He then wrote to Mr Wong stating his intention to appoint him as Prime Minister and invited him to form the next government.</p><p style=\"text-align: start;\">Mr Lee, 72, noted in his letter that he had originally planned to hand over to a successor by the time he was 70 but the COVID-19 pandemic disrupted this timeline.</p><p style=\"text-align: start;\">"After the pandemic, we carried out a process to choose my successor. On Apr 14, 2022, the PAP (People's Action Party) Members of Parliament met and unanimously endorsed Mr Lawrence Wong as the person to succeed me," he said in the letter to President Tharman.</p><p>"Now, two years on, he is ready to lead Singapore," wrote Mr Lee, who formally advised the President to invite Mr Wong to form the next government.</p><h4 id=\"id_3078240987\">Letter from PM Lee Hsien Loong to President Tharman</h4><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/00df2a341267b2fdf3d46ef3eeaaa8f4\" tg-width=\"655\" tg-height=\"932\"/></p><p>In President Tharman's reply, he agreed that Mr Wong commands the confidence of the majority of the MPs.</p><p>He also thanked Mr Lee, who took office in August 2004, for four decades of "selfless service" in government.</p><p>"Your sense of duty and integrity, wisdom and compassion, have set a high standard, and will inspire those who follow."</p><p>Mr Wong, who is also Finance Minister, previously said that Mr Lee has agreed to stay on in the Cabinet as Senior Minister. This continues a tradition for past outgoing Prime Ministers.</p><p>"Your experience and advice will I am sure benefit the new leadership team as they chart the next phase of our history and make an even better Singapore," President Tharman said in his letter to Mr Lee.</p><p>Writing to Mr Wong, the President wrote: "I have every confidence that as Prime Minister, you will lead Singapore with honour and ensure the continued stability and vitality of our nation." </p><h4 id=\"id_2745448923\">Letter from President Tharman to PM Lee Hsien Loong</h4><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0b41ee92ad9773aa3820b3cad64695b2\" tg-width=\"655\" tg-height=\"927\"/></p><h4 id=\"id_3409961\">Letter from President Tharman to DPM Lawrence Wong</h4><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/665abe224cdc44f4f675426f86c5847e\" tg-width=\"651\" tg-height=\"933\"/></p><p></p></body></html>","source":"can_highlight","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>Lawrence Wong Is Ready to Lead Singapore, Says PM Lee in Letter to President Tharman</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\">\nLawrence Wong Is Ready to Lead Singapore, Says PM Lee in Letter to President Tharman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-13 18:19 GMT+8 <a href=https://www.channelnewsasia.com/singapore/pm-lee-hsien-loong-resign-lawrence-wong-president-tharman-4331491><strong>CNA</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SINGAPORE: Deputy Prime Minister Lawrence Wong is ready to lead Singapore, Prime Minister Lee Hsien Loong wrote on Monday (May 13) in a letter to President Tharman Shanmugaratnam, announcing his ...</p>\n\n<a href=\"https://www.channelnewsasia.com/singapore/pm-lee-hsien-loong-resign-lawrence-wong-president-tharman-4331491\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.channelnewsasia.com/singapore/pm-lee-hsien-loong-resign-lawrence-wong-president-tharman-4331491","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145363673","content_text":"SINGAPORE: Deputy Prime Minister Lawrence Wong is ready to lead Singapore, Prime Minister Lee Hsien Loong wrote on Monday (May 13) in a letter to President Tharman Shanmugaratnam, announcing his intention to resign on Wednesday.The letter is a formal process in Singapore's leadership transition, following last month's announcement that Mr Wong, 51, will be will be sworn in as Prime Minister on Wednesday.President Tharman in turn thanked Mr Lee for his service. He then wrote to Mr Wong stating his intention to appoint him as Prime Minister and invited him to form the next government.Mr Lee, 72, noted in his letter that he had originally planned to hand over to a successor by the time he was 70 but the COVID-19 pandemic disrupted this timeline.\"After the pandemic, we carried out a process to choose my successor. On Apr 14, 2022, the PAP (People's Action Party) Members of Parliament met and unanimously endorsed Mr Lawrence Wong as the person to succeed me,\" he said in the letter to President Tharman.\"Now, two years on, he is ready to lead Singapore,\" wrote Mr Lee, who formally advised the President to invite Mr Wong to form the next government.Letter from PM Lee Hsien Loong to President TharmanIn President Tharman's reply, he agreed that Mr Wong commands the confidence of the majority of the MPs.He also thanked Mr Lee, who took office in August 2004, for four decades of \"selfless service\" in government.\"Your sense of duty and integrity, wisdom and compassion, have set a high standard, and will inspire those who follow.\"Mr Wong, who is also Finance Minister, previously said that Mr Lee has agreed to stay on in the Cabinet as Senior Minister. This continues a tradition for past outgoing Prime Ministers.\"Your experience and advice will I am sure benefit the new leadership team as they chart the next phase of our history and make an even better Singapore,\" President Tharman said in his letter to Mr Lee.Writing to Mr Wong, the President wrote: \"I have every confidence that as Prime Minister, you will lead Singapore with honour and ensure the continued stability and vitality of our nation.\" Letter from President Tharman to PM Lee Hsien LoongLetter from President Tharman to DPM Lawrence Wong","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":303522100523248,"gmtCreate":1715122336800,"gmtModify":1715122342798,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Tesla quite stagnant Rivian weekly lesser cars sold compared to NiO Li auto weekly car sales decreasing","listText":"Tesla quite stagnant Rivian weekly lesser cars sold compared to NiO Li auto weekly car sales decreasing","text":"Tesla quite stagnant Rivian weekly lesser cars sold compared to NiO Li auto weekly car sales decreasing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303522100523248","repostId":"2433787521","repostType":2,"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":303395195392072,"gmtCreate":1715091462077,"gmtModify":1715091467404,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"grapes have green and red and both are sweet. Writer ate the sour ones?","listText":"grapes have green and red and both are sweet. Writer ate the sour ones?","text":"grapes have green and red and both are sweet. Writer ate the sour ones?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303395195392072","repostId":"2433273375","repostType":2,"repost":{"id":"2433273375","pubTimestamp":1715077200,"share":"https://ttm.financial/m/news/2433273375?lang=&edition=fundamental","pubTime":"2024-05-07 18:20","market":"us","language":"en","title":"Is This As Good As It Gets for Nio Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2433273375","media":"InvestorPlace","summary":"A dramatic u-turn in EV sales from what Nio stock had predicted just the month before suggests caution is needed.","content":"<html><body><article>\n<header>\n<div>\n<div>\n<ul>\n<li><strong>Nio</strong> (<span><u></u><strong><u><u></u><strong><u><strong><u>NIO</u></strong></u></strong></u></strong></span>) stock changed gears in April, pulling out a surprise sales increase after warning of slowing growth.</li>\n<li>Just the month before management had warned investors to rein in expectations as it cut its Q1 delivery forecast.</li>\n<li>Investors should take a wait-and-see because this could be a one-off event.</li>\n</ul> </div>\n<div></div>\n<figure>\n<div>\n<img decoding=\"async\" fetchpriority=\"high\" height=\"432\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-768x432.png\" srcset=\"https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-768x432.png 768w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-300x169.png 300w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-1024x576.png 1024w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-1536x864.png 1536w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-200x113.png 200w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-400x225.png 400w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-116x65.png 116w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-100x56.png 100w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-89x50.png 89w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-78x44.png 78w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2.png 1600w\" width=\"768\"/> </div>\n<figcaption>\n<p>Source: Michael Vi / Shutterstock.com</p>\n</figcaption>\n</figure>\n<div>\n<p>Chinese electric vehicle maker <strong>Nio</strong> (NYSE:<span><strong><u>NIO</u></strong></span>) stock exploded higher last week, rising 25% on a surprisingly strong monthly delivery update. The EV maker said it had delivered 15,620 vehicles during April, a massive 134% increase over the year-ago figure. That brought its cumulative deliveries since starting to almost half a million EVs.</p>\n<p>However, investors should still use caution. This unexpected good fortune of the leading Chinese EV company just might be as good as it gets.</p>\n<h2>A Surprising U-Turn for Nio Stock</h2>\n<p>This is quite a turnaround. While Nio had been mostly increasing deliveries each month by double-digit rates year-over-year (except in February, when they plunged 33%), the EV maker was expecting slower growth for the months ahead. </p>\n<p>Even after introducing its new 2024 models at the beginning of March, Nio said it was “prudently” revising its deliveries estimate for the second quarter downward. It cut its outlook from a range of 31,000 to 33,000 vehicles back to 30,000 deliveries.</p>\n<p>The move suggested the market was continuing to slow down and the new models were not gaining any traction yet with buyers.</p>\n<p>But Nio stock suddenly hit the accelerator in April. It delivered more than half of the entire expected total for the coming quarter in just one month. Either May and June will be horrible months for sales or management completely misjudged demand, and not by just a little. </p>\n<p>Despite this amazing uptake by consumers, management hasn’t updated its outlook for the quarter yet. <em>That</em> would be the prudent thing to do.</p>\n<h2>Cheaper Luxury</h2>\n<p>Nio has eight models of cars now split between SUVs (the ES8, ES7, ES6, EC7 and EC6) and sedans (the ET7, ET5 and ET5 Touring). </p>\n<p>It announced in January it would begin delivering the 2024 models starting in March, and in February began accepting customer orders on everything except the ET7, which it would take orders on beginning in April. A new model, the ET9, will launch in the first quarter of 2025.</p>\n<p>While it is selling more SUVs versus sedans in 2024 — 26,626 to 19,047 — the percentage of sedans sold is starting to creep higher. In January, 37% of the vehicles sold were sedans; in April, they totaled 43.5%. So even though it has more SUV models available, consumers are increasingly choosing the sedans. </p>\n<p>The two platforms could eventually reach parity, which in theory could cut into Nio’s profit margins as they carry lower price tags.</p>\n<h2>An EV Outlier</h2>\n<p>Nio’s results confound what everyone else in the market is experiencing. <strong>BYD</strong> (OTCMKTS:<span><strong><u>BYDDY</u></strong></span>) saw a 49% increase in new-energy vehicles, with battery-electrics rising 29% and plug-in hybrids jumping 69%. </p>\n<p><strong>Li Auto</strong> (NYSE:<span><strong><u>LI</u></strong></span>) saw deliveries creep barely higher, rising 0.4% year-over-year while <strong>Xpeng</strong> (NYSE:<span><strong><u>XPEV</u></strong></span>) did better with a 33% gain.</p>\n<p>It is definitely odd that a month after Nio management was hunkering down with an outlook for slower sales, consumers dramatically reversed course and embraced its higher priced cars more so than anyone else. </p>\n<p>Nio and BYD are premium EV makers compared to the more affordable models for Li, Xpeng or even <strong>Tesla</strong> (NASDAQ:<span><strong><u>TSLA</u></strong></span>).</p>\n<p>Moreover, the <em>South China Morning Post</em> notes that a price war has broken out amongst EV manufacturers, who not only have cut the prices on their cars but are offering additional discounts as well. </p>\n<p>Nio, on the other hand, stands alone in keeping the prices of its cars unchanged.</p>\n<p>I’m not saying Nio is lying about its numbers, but this could be a one-off event for the month, or maybe for even a quarter. The thing is, investors shouldn’t get too excited about this bit of good luck so soon after everything was looking so gloomy.</p>\n<p><em>On the date of publication, Rich Duprey did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>\n<div><p>Rich Duprey has written about stocks and investing for the past 20 years. His articles have appeared on Nasdaq.com, The Motley Fool, and Yahoo! Finance, and he has been referenced by U.S. and international publications, including MarketWatch, Financial Times, Forbes, Fast Company, USA Today, Milwaukee Journal Sentinel, Cheddar News, The Boston Globe, L’Express, and numerous other news outlets.</p></div><div><p>Consumer Discretionary, Automotive, Electric Vehicles</p></div><div><p>Growth Stocks</p></div> </div>\n<div>\n<div hidden=\"true\">\n<div>\n<svg fill=\"none\" height=\"32\" viewbox=\"0 0 261 32\" width=\"261\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M38.8652 7.49652H42.2492V25.7517H38.8652V7.49652ZM60.0112 7.49652H63.3142V25.7517H60.0921L50.9278 13.1733V25.7517H47.6248V7.49652H50.8469L60.0112 20.0749V7.49652ZM66.5201 7.49652H70.2279L75.4578 21.8955L80.7685 7.49652H84.3144L77.1417 25.7517H73.5957L66.5201 7.49652ZM87.4232 7.49652H100.457V10.5418H90.8072V15.0601H99.5019V18.1054H90.8072V22.7064H100.781V25.7517H87.4232V7.49652ZM113.637 10.8563C112.666 10.5253 111.872 10.3598 111.063 10.3598C110.253 10.3598 109.622 10.5253 109.136 10.8563C108.65 11.1873 108.407 11.601 108.407 12.1803C108.407 12.6768 108.569 13.0906 108.893 13.4216C109.217 13.7526 109.622 14.0009 110.188 14.2491C110.674 14.4974 111.403 14.7456 112.196 14.9939C113.41 15.3249 114.366 15.7387 115.175 16.0697C115.985 16.4007 116.616 16.98 117.183 17.7082C117.75 18.453 117.993 19.3467 117.993 20.5052C117.993 21.6638 117.669 22.5575 117.102 23.385C116.535 24.2125 115.742 24.858 114.689 25.2718C113.637 25.6855 112.52 25.9338 111.144 25.9338C109.767 25.9338 108.407 25.6855 107.047 25.1063C105.752 24.6098 104.554 23.865 103.582 22.9713L105.023 20.0087C105.914 20.8362 106.95 21.4817 108.083 21.9782C109.217 22.4747 110.253 22.723 111.225 22.723C112.196 22.723 112.908 22.5575 113.475 22.1437C114.042 21.73 114.285 21.2334 114.285 20.588C114.285 20.0915 114.123 19.5949 113.799 19.2639C113.475 18.9329 113.07 18.6847 112.504 18.4364C112.018 18.1882 111.289 18.0226 110.415 17.6916C109.201 17.3606 108.245 16.9469 107.436 16.6159C106.626 16.2848 105.995 15.7056 105.509 15.0601C104.942 14.3153 104.699 13.4216 104.699 12.2631C104.699 11.1873 104.942 10.2936 105.509 9.46603C106.076 8.6385 106.869 8.07578 107.841 7.66202C108.893 7.24826 110.01 7 111.386 7C112.52 7 113.718 7.16551 114.851 7.49652C115.985 7.82753 117.021 8.32404 117.912 8.88676L116.471 12.1803C115.499 11.6838 114.609 11.27 113.637 10.8563ZM120.146 7.49652H134.702V10.6246H129.148V25.7517H125.683V10.608H120.13V7.49652H120.146ZM149.987 8.473C151.428 9.30052 152.561 10.4425 153.452 11.8493C154.261 13.2395 154.747 14.8946 154.747 16.6159C154.747 18.3371 154.342 19.9094 153.452 21.3824C152.642 22.7726 151.444 23.9312 149.987 24.7587C148.546 25.5862 146.926 26 145.162 26C143.397 26 141.778 25.5862 140.337 24.7587C138.896 23.9312 137.762 22.7892 136.872 21.3824C136.062 19.9922 135.576 18.3371 135.576 16.6159C135.576 14.8946 135.981 13.3223 136.872 11.8493C137.681 10.4591 138.879 9.30052 140.337 8.473C141.794 7.64547 143.397 7.23171 145.162 7.23171C146.926 7.23171 148.546 7.66202 149.987 8.473ZM142.182 11.1873C141.211 11.7666 140.499 12.5113 139.932 13.4051C139.365 14.3981 139.122 15.3746 139.122 16.5331C139.122 17.6916 139.365 18.7509 139.932 19.6611C140.499 20.6542 141.227 21.3824 142.182 21.9617C143.073 22.5409 144.109 22.7892 145.243 22.7892C146.295 22.7892 147.331 22.5409 148.222 21.9617C149.112 21.3824 149.825 20.6376 150.391 19.6611C150.958 18.6681 151.201 17.6916 151.201 16.5331C151.201 15.3746 150.958 14.3153 150.391 13.4051C149.825 12.4948 149.096 11.6838 148.222 11.1873C147.331 10.608 146.295 10.3598 145.243 10.3598C144.109 10.3763 143.073 10.608 142.182 11.1873ZM169.773 25.7517L166.712 20.3232H162.049V25.669H158.665V7.49652H166.065C168.396 7.49652 170.161 8.07578 171.456 9.13502C172.752 10.2108 173.302 11.7666 173.302 13.7361C173.302 15.1263 172.978 16.3676 172.412 17.3606C171.764 18.3537 170.971 19.0819 169.756 19.6611L173.691 25.669H169.756L169.773 25.7517ZM161.968 17.2779H165.984C167.279 17.2779 168.234 17.0296 168.963 16.4503C169.611 15.8711 170.015 15.0601 170.015 13.9016C170.015 12.743 169.692 11.9321 168.963 11.4355C168.315 10.8563 167.279 10.608 165.984 10.608H161.968V17.2779ZM190.757 8.90331C191.971 9.97909 192.521 11.4521 192.521 13.3389C192.521 15.3084 191.874 16.8807 190.757 17.9399C189.542 19.0157 187.858 19.5784 185.608 19.5784H180.783V25.5035H179.018V7.34756H185.608C187.777 7.34756 189.542 7.92683 190.757 8.90331ZM189.461 16.8807C190.352 16.0531 190.821 14.9939 190.821 13.4216C190.821 11.9486 190.336 10.8728 189.461 10.0453C188.571 9.21777 187.211 8.88676 185.527 8.88676H180.783V18.0226H185.527C187.211 18.0392 188.506 17.7082 189.461 16.8807ZM197.023 7.34756H198.787V23.9643H206.673V25.6028H197.104V7.34756H197.023ZM224.516 25.6028L222.427 20.7535H212.534L210.445 25.6028H208.599L216.647 7.43031H218.492L226.54 25.6028H224.516ZM213.182 19.115H221.714L217.456 9.25087L213.182 19.115ZM240.286 9.39983C239.315 8.98606 238.359 8.82056 237.388 8.82056C236.028 8.82056 234.732 9.15157 233.599 9.81359C232.466 10.4756 231.51 11.3693 230.863 12.6106C230.215 13.7692 229.81 15.0767 229.81 16.4835C229.81 17.8737 230.134 19.115 230.863 20.3563C231.51 21.5148 232.466 22.4085 233.599 23.1533C234.732 23.8153 236.011 24.2291 237.388 24.2291C238.359 24.2291 239.315 24.0636 240.286 23.6498C241.257 23.2361 242.051 22.7395 242.779 22.0113L243.832 23.1699C242.941 23.9974 241.905 24.6429 240.772 25.1394C239.638 25.6359 238.44 25.8841 237.307 25.8841C235.623 25.8841 234.085 25.4704 232.644 24.6429C231.203 23.8153 230.15 22.6733 229.26 21.2666C228.45 19.8763 228.045 18.304 228.045 16.5828C228.045 14.8615 228.45 13.372 229.341 11.9817C230.15 10.5915 231.267 9.43293 232.725 8.6054C234.166 7.77788 235.704 7.36411 237.388 7.36411C238.602 7.36411 239.719 7.61237 240.853 8.02613C241.986 8.52265 242.941 9.10192 243.832 9.91289L242.779 11.1376C242.051 10.3929 241.241 9.81359 240.286 9.39983ZM248.641 7.34756H260.541V8.98606H250.406V15.4904H259.489V17.1289H250.406V23.9477H260.865V25.5862H248.641V7.34756Z\" fill=\"#212121\"></path>\n<path d=\"M31.3505 14.3755C31.3667 14.6507 31.3829 15.1201 31.2857 15.1687C31.1077 15.1201 30.9458 13.5337 31.1077 13.4365H31.1239C31.2534 13.4689 31.3343 14.0355 31.3505 14.3755Z\" fill=\"#00A000\"></path>\n<path d=\"M16.959 13.1775C16.7485 15.4763 13.8346 16.3343 12.4424 14.505C11.3092 13.0156 12.1996 10.6036 14.4659 10.4902C16.3438 10.6036 17.0561 12.1253 16.959 13.1775Z\" fill=\"#00A000\"></path>\n<path d=\"M14.1103 18.034C14.0456 18.7949 13.4952 20.1223 11.8116 20.2195C9.41565 20.09 8.65479 17.176 10.1441 15.8C10.7269 15.282 11.3421 15.2496 11.6497 15.2334C13.4952 15.3305 14.2075 16.9332 14.1103 18.034Z\" fill=\"#00A000\"></path>\n<path d=\"M21.4764 15.9942C21.4116 16.7875 20.8288 18.1797 19.1128 18.2768C16.555 18.1473 15.9075 15.1686 17.5749 13.7602C18.1901 13.2422 18.8052 13.2098 19.1128 13.1936C21.0069 13.3069 21.5735 14.9743 21.4764 15.9942Z\" fill=\"#00A000\"></path>\n<path d=\"M18.7565 20.6727C18.4004 22.7773 15.6969 23.4248 14.4504 21.7088C13.4952 20.3975 14.1104 18.1311 16.4739 18.0178C18.3356 18.115 18.9184 19.6205 18.7565 20.6727Z\" fill=\"#00A000\"></path>\n<path d=\"M12.1507 10.555C12.0373 11.2349 11.4384 12.4005 9.98138 12.4976C7.90925 12.3843 7.89306 10.0046 9.1072 8.90376C9.68999 8.38572 10.2242 8.35335 10.4832 8.33716C11.9726 8.4181 12.2963 9.74556 12.1507 10.555Z\" fill=\"#00A000\"></path>\n<path d=\"M18.9993 8.758C19.0155 10.4578 16.8462 11.2187 15.5349 9.97214C14.3532 8.85513 14.9521 6.76681 16.8948 6.66968C18.4165 6.76681 18.9831 7.99714 18.9993 8.758Z\" fill=\"#00A000\"></path>\n<path d=\"M23.2892 11.2836C23.3864 13.0157 21.6056 13.8737 20.2458 12.7405C18.805 11.5264 19.2259 9.19524 20.9095 9.01717C20.9581 9.01717 21.039 9.01717 21.1038 9.00098C22.6093 9.09811 23.2407 10.4579 23.2892 11.2836Z\" fill=\"#00A000\"></path>\n<path d=\"M9.34996 15.1687C9.28521 15.8972 8.79955 17.1599 7.4559 17.2409C5.44853 17.1114 5.10857 14.2136 6.53316 13.0642C6.95406 12.7405 7.31021 12.7081 7.55304 12.6919C8.86431 12.7728 9.46328 14.0355 9.34996 15.1687Z\" fill=\"#00A000\"></path>\n<path d=\"M25.0365 18.6978C24.6642 20.608 22.6406 21.3203 21.7017 19.8634C20.8599 18.5521 21.6369 16.3343 23.4015 16.2209C24.8422 16.3181 25.2308 17.7265 25.0365 18.6978Z\" fill=\"#00A000\"></path>\n<path d=\"M11.6007 22.4698C11.633 23.9267 10.1437 24.7847 8.80003 23.603C7.47257 22.4212 7.7154 20.3976 9.22093 20.2196C9.2695 20.2196 9.35044 20.2196 9.4152 20.2034C10.7265 20.2843 11.5683 21.4337 11.6007 22.4698Z\" fill=\"#00A000\"></path>\n<path d=\"M15.8267 24.7199C15.7781 25.2218 15.341 26.1769 14.1269 26.2417C12.4433 26.1607 11.4882 24.1857 12.6052 23.1335C13.0585 22.7126 13.5765 22.6964 13.8031 22.6802C15.1953 22.7449 15.94 23.781 15.8267 24.7199Z\" fill=\"#00A000\"></path>\n<path d=\"M22.1549 23.101C21.6044 24.6713 19.5485 25.3835 18.7715 23.8942C18.1563 22.7286 19.0628 20.9641 20.7303 20.8669C21.8797 20.8831 22.5758 21.9354 22.1549 23.101Z\" fill=\"#00A000\"></path>\n<path d=\"M14.6774 6.50773C14.5965 7.00958 14.0946 7.9647 12.7995 8.02946C11.1807 7.93233 10.9702 6.31347 12.0225 5.32597C12.5567 4.82413 13.0747 4.80794 13.2852 4.79175C14.4184 4.8565 14.7907 5.82781 14.6774 6.50773Z\" fill=\"#00A000\"></path>\n<path d=\"M7.18189 19.9604C7.19808 20.1223 7.26284 21.5631 6.06488 21.6602C4.41365 21.5469 3.71755 18.8758 4.75361 18.0016C5.01263 17.7912 5.25546 17.775 5.41734 17.7588C6.53435 17.8397 7.11714 19.0862 7.18189 19.9604Z\" fill=\"#00A000\"></path>\n<path d=\"M26.9959 13.906C27.0282 15.4601 25.7655 16.3019 24.7457 15.4115C23.5477 14.3593 23.7096 11.8177 25.3123 11.7043C26.3645 11.7691 26.9635 12.8861 26.9959 13.906Z\" fill=\"#00A000\"></path>\n<path d=\"M18.9988 26.7921C18.9826 26.8407 18.5455 27.8929 17.3961 27.9577C16.182 27.8767 15.7611 26.436 16.7 25.5941C17.1695 25.1732 17.6551 25.1571 17.8656 25.1409C19.0635 25.2218 19.2416 26.1446 18.9988 26.7921Z\" fill=\"#00A000\"></path>\n<path d=\"M20.0999 4.92117C20.1808 5.32589 20.0837 6.11913 19.08 6.16769C17.6392 6.08675 16.9755 4.53265 17.7525 3.77179C18.0116 3.52896 18.303 3.51277 18.4325 3.49658C19.3228 3.56134 19.9704 4.37076 20.0999 4.92117Z\" fill=\"#00A000\"></path>\n<path d=\"M8.33073 8.11044C8.15266 8.61229 7.55368 9.55122 6.58237 9.61598C5.33585 9.51884 5.57868 7.80286 6.6795 6.86392C7.16515 6.44302 7.53749 6.42683 7.68319 6.41064C8.54118 6.4754 8.58975 7.44671 8.33073 8.11044Z\" fill=\"#00A000\"></path>\n<path d=\"M5.43276 12.449C5.30325 13.0317 4.86616 14.0516 3.97579 14.1164C2.6807 14.0031 2.8264 11.6557 3.89485 10.7492C4.20243 10.4901 4.42907 10.474 4.59095 10.4578C5.40038 10.5387 5.62702 11.5424 5.43276 12.449Z\" fill=\"#00A000\"></path>\n<path d=\"M24.1468 6.88001C24.5029 7.98083 23.6773 8.66075 22.6251 8.11034C21.4109 7.4628 21.0224 5.58493 22.0423 5.30972C22.107 5.29353 22.2042 5.29353 22.2689 5.27734C23.224 5.3421 23.9363 6.24866 24.1468 6.88001Z\" fill=\"#00A000\"></path>\n<path d=\"M10.0796 26.3387C10.0958 26.3873 10.4196 27.4395 9.5454 27.4881C8.34745 27.4233 7.08474 25.6264 7.78085 24.9789C7.94273 24.817 8.15318 24.8008 8.28269 24.8008C9.20544 24.8493 9.88536 25.7235 10.0796 26.3387Z\" fill=\"#00A000\"></path>\n<path d=\"M27.3692 21.3364C26.916 22.5991 25.5885 23.3438 25.1514 22.3077C24.7143 21.304 25.5237 19.4747 26.7055 19.3938C27.6283 19.4747 27.6444 20.5756 27.3692 21.3364Z\" fill=\"#00A000\"></path>\n<path d=\"M24.245 25.2864C23.5975 26.4034 22.2053 26.9862 21.9463 26.0311C21.7034 25.1569 22.6586 23.7323 23.7917 23.6514C24.6336 23.7161 24.6821 24.5579 24.245 25.2864Z\" fill=\"#00A000\"></path>\n<path d=\"M13.8031 28.1518C13.9003 29.0098 13.0909 29.4631 12.1519 28.7184C11.1644 27.9576 11.3101 26.9377 12.1519 26.8406C12.1843 26.8406 12.2329 26.8406 12.2814 26.8406C13.1394 26.873 13.7384 27.5529 13.8031 28.1518Z\" fill=\"#00A000\"></path>\n<path d=\"M16.4094 3.23778C16.3446 4.22528 14.9848 4.50049 14.4182 3.83676C13.9002 3.20541 14.4668 2.18553 15.3571 2.13696C16.0047 2.15315 16.4418 2.71975 16.4094 3.23778Z\" fill=\"#00A000\"></path>\n<path d=\"M11.3909 4.41948C10.8891 5.55268 9.52923 5.95739 9.18927 5.27747C8.8655 4.59756 9.95013 3.31866 10.9053 3.25391C11.5042 3.25391 11.6337 3.85288 11.3909 4.41948Z\" fill=\"#00A000\"></path>\n<path d=\"M3.3601 17.1921C3.37629 18.4063 2.74494 19.0862 2.12977 18.5034C1.32034 17.7264 1.30416 15.3466 2.34022 15.2495C3.06871 15.3305 3.34391 16.4798 3.3601 17.1921Z\" fill=\"#00A000\"></path>\n<path d=\"M27.6917 9.24369C27.9993 10.2798 27.4812 10.9435 26.688 10.5226C25.6519 9.97217 25.1177 7.91622 25.9433 7.64102C25.9919 7.62483 26.0728 7.62483 26.1214 7.60864C26.8984 7.6734 27.4974 8.59614 27.6917 9.24369Z\" fill=\"#00A000\"></path>\n<path d=\"M29.5543 16.6256C29.4409 17.9045 28.6153 18.6006 28.0649 17.8883C27.4012 17.0303 27.6764 14.8287 28.6801 14.7153C29.3924 14.7801 29.619 15.8809 29.5543 16.6256Z\" fill=\"#00A000\"></path>\n<path d=\"M6.01558 24.218C6.03177 24.2666 6.43648 25.3674 5.72419 25.4483C4.68812 25.3674 3.49017 23.3924 4.10533 22.7772C4.20246 22.6801 4.31578 22.6639 4.41292 22.6477C5.10902 22.6963 5.75656 23.4895 6.01558 24.218Z\" fill=\"#00A000\"></path>\n<path d=\"M16.5051 29.5441C16.2946 30.2887 15.2909 30.5154 14.87 29.706C14.611 29.2041 14.8862 28.6213 15.6633 28.5728C16.3432 28.6051 16.6346 29.0908 16.5051 29.5441Z\" fill=\"#00A000\"></path>\n<path d=\"M20.7967 28.4756C20.5538 28.7831 19.9711 29.2688 19.4206 29.285C18.7407 29.2364 18.9512 28.2813 19.6311 27.7147C20.0682 27.3424 20.4405 27.3262 20.57 27.3262C21.2176 27.3747 21.2176 27.9575 20.7967 28.4756Z\" fill=\"#00A000\"></path>\n<path d=\"M19.8739 2.15321C20.0682 2.41223 20.1815 2.81694 19.6797 2.84932C18.8217 2.80076 18.1741 1.7485 18.5141 1.48948C18.5626 1.44092 18.6274 1.44092 18.6922 1.44092C19.0969 1.45711 19.6311 1.82944 19.8739 2.15321Z\" fill=\"#00A000\"></path>\n<path d=\"M13.8509 1.66741C13.5433 2.29876 12.653 2.54159 12.4749 2.15307C12.313 1.74835 13.09 1.08462 13.6243 1.05225C13.9642 1.05225 13.9966 1.37602 13.8509 1.66741Z\" fill=\"#00A000\"></path>\n<path d=\"M6.12972 5.87644C5.54693 6.75062 4.76988 7.07439 4.67275 6.6373C4.55943 6.11927 5.57931 4.77562 6.2916 4.72705C6.76107 4.77562 6.38874 5.48791 6.12972 5.87644Z\" fill=\"#00A000\"></path>\n<path d=\"M23.3061 3.67478C23.5165 3.93379 23.7594 4.45183 23.2413 4.4842C22.3348 4.40326 21.4282 3.0758 21.7196 2.80059C21.7682 2.75203 21.8329 2.75203 21.8977 2.73584C22.351 2.76822 22.9661 3.23768 23.3061 3.67478Z\" fill=\"#00A000\"></path>\n<path d=\"M2.97199 9.87496C2.92343 9.98828 2.51871 10.9596 2.00068 11.0082C1.33695 10.911 2.00068 9.01696 2.69679 8.56368C2.81011 8.48274 2.87486 8.48274 2.93962 8.46655C3.34433 8.53131 3.18244 9.34073 2.97199 9.87496Z\" fill=\"#00A000\"></path>\n<path d=\"M30.3314 11.7206C30.4124 12.1253 30.4448 12.8861 30.0401 12.9347C29.2792 12.8376 28.8421 10.7007 29.2792 10.3284C29.3278 10.2798 29.3925 10.2798 29.4249 10.2798C29.862 10.3445 30.2181 11.154 30.3314 11.7206Z\" fill=\"#00A000\"></path>\n<path d=\"M2.47043 21.7897C2.66469 22.421 2.63231 23.0362 2.27616 22.8743C1.61243 22.5829 0.916326 20.5432 1.43436 20.3975H1.48293C1.88764 20.446 2.30854 21.2393 2.47043 21.7897Z\" fill=\"#00A000\"></path>\n<path d=\"M28.3552 23.8296C27.9343 24.5581 27.2705 25.0923 27.141 24.6714C26.9629 24.121 27.8209 22.5831 28.4523 22.5183C28.8246 22.5669 28.6951 23.2306 28.3552 23.8296Z\" fill=\"#00A000\"></path>\n<path d=\"M10.1606 29.544C10.4035 29.8031 10.5977 30.1268 10.3225 30.1268C9.7883 30.143 8.37989 29.1555 8.63891 28.7994C8.67129 28.7508 8.73604 28.7346 8.8008 28.7346C9.31883 28.767 9.9178 29.285 10.1606 29.544Z\" fill=\"#00A000\"></path>\n<path d=\"M24.9563 27.4396C24.7296 27.6987 24.1792 28.1681 23.7583 28.2005C23.305 28.1519 23.9202 27.213 24.5192 26.7435C24.9239 26.4198 25.1505 26.4036 25.2315 26.4036C25.62 26.4521 25.3933 26.9702 24.9563 27.4396Z\" fill=\"#00A000\"></path>\n<path d=\"M13.1878 30.6613C13.2849 30.7746 13.5115 31.0498 13.2525 31.0822C12.7183 31.0822 11.6822 30.4346 11.9413 30.1756C11.9898 30.127 12.0708 30.1108 12.1193 30.1108C12.5564 30.1108 13.0097 30.467 13.1878 30.6613Z\" fill=\"#00A000\"></path>\n<path d=\"M17.7192 30.7906C17.5735 30.9201 17.2497 31.1305 16.9745 31.1467C16.6346 31.1305 16.8612 30.661 17.1202 30.4344C17.2983 30.2887 17.4764 30.2078 17.6868 30.2078C18.0592 30.2401 17.9944 30.5315 17.7192 30.7906Z\" fill=\"#00A000\"></path>\n<path d=\"M9.64113 2.73581C9.544 2.83294 8.99359 3.35097 8.52412 3.38335C8.16798 3.35097 8.39462 2.94626 8.81552 2.59011C9.04216 2.39585 9.56019 2.02351 9.93253 2.00732C10.3211 2.0397 9.67351 2.70343 9.64113 2.73581Z\" fill=\"#00A000\"></path>\n<path d=\"M16.9275 0.890291C17.0894 1.23025 16.7332 1.40832 16.3933 1.27882C15.94 1.10074 15.9076 0.598897 16.1666 0.469389C16.2152 0.4532 16.2476 0.437012 16.2961 0.437012C16.5552 0.4532 16.8304 0.67984 16.9275 0.890291Z\" fill=\"#00A000\"></path>\n<path d=\"M26.6083 5.5365C26.9644 6.03834 26.9806 6.42687 26.6407 6.3783C26.0741 6.29736 25.0056 4.88896 25.2808 4.59756C25.3132 4.56519 25.3618 4.56519 25.3941 4.56519C25.7989 4.59756 26.3493 5.14797 26.6083 5.5365Z\" fill=\"#00A000\"></path>\n<path d=\"M0.689784 14.2135C0.641218 14.6182 0.51171 15.3143 0.252693 15.3629C-0.232963 15.2658 0.0746191 13.1127 0.39839 12.9023L0.463144 12.8699C0.738349 12.9184 0.754538 13.7279 0.689784 14.2135Z\" fill=\"#00A000\"></path>\n<path d=\"M30.816 19.4909C30.6217 20.2517 30.2656 20.7374 30.1037 20.446C29.877 19.9927 30.2656 18.2767 30.7189 18.1958C30.9779 18.2444 30.9617 18.9081 30.816 19.4909Z\" fill=\"#00A000\"></path>\n<path d=\"M6.7129 27.6823C7.02048 28.0384 7.21474 28.3784 6.93954 28.346C6.38913 28.2651 5.17499 27.0024 5.46638 26.8243L5.54732 26.8081C5.91966 26.8567 6.45388 27.3747 6.7129 27.6823Z\" fill=\"#00A000\"></path>\n<path d=\"M21.0704 29.8516C20.6171 30.1592 20.002 30.402 20.002 30.2239C20.0181 30.0458 20.8923 29.2526 21.4427 29.2202C21.7179 29.2526 21.4751 29.5278 21.2808 29.6897C21.2485 29.7059 21.1675 29.7868 21.0704 29.8516Z\" fill=\"#00A000\"></path>\n<path d=\"M15.2925 31.163C15.3735 31.3249 15.3249 31.4544 14.9849 31.3573C14.6612 31.2601 14.4993 31.0497 14.6612 30.9525L14.7583 30.9202C15.0173 30.8716 15.2116 31.0173 15.2925 31.163Z\" fill=\"#00A000\"></path>\n<path d=\"M12.8303 0.469616C12.3932 0.744822 12.0695 0.809576 12.1018 0.712445C12.1342 0.534371 12.9113 0.194411 13.1541 0.178223C13.1865 0.178223 13.235 0.178223 13.1217 0.275354C13.057 0.32392 12.9436 0.404862 12.8303 0.469616Z\" fill=\"#00A000\"></path>\n<path d=\"M15.3237 0.161885C15.2913 0.22664 15.178 0.339959 14.9999 0.356148C14.8542 0.339959 14.8704 0.242828 14.9676 0.145697C15.0485 0.0809427 15.1942 0 15.2913 0C15.4208 0.0161885 15.3237 0.161885 15.3237 0.161885Z\" fill=\"#00A000\"></path>\n<path d=\"M0.608603 18.9245C0.721923 19.4587 0.721923 19.8148 0.64098 19.7663C0.430529 19.653 0.0743813 17.8884 0.236267 17.8398C0.333398 17.8884 0.495283 18.4226 0.608603 18.9245Z\" fill=\"#00A000\"></path>\n<path d=\"M29.3427 7.9001C29.537 8.24006 29.6503 8.58002 29.4884 8.53145C29.2132 8.45051 28.4847 7.20399 28.679 7.12305H28.6952C28.8571 7.17161 29.1485 7.56014 29.3427 7.9001Z\" fill=\"#00A000\"></path>\n<path d=\"M3.61909 25.3512C3.66766 25.4159 4.03999 25.934 3.92667 25.9663C3.66766 25.9178 2.68015 24.6389 2.84204 24.5417H2.85823C3.00392 24.5903 3.40864 25.0598 3.61909 25.3512Z\" fill=\"#00A000\"></path>\n<path d=\"M18.1414 0.259053C18.3519 0.339996 18.449 0.40475 18.4166 0.420939C18.3357 0.485693 17.4939 0.194299 17.4453 0.113357L17.4615 0.097168C17.5748 0.113357 17.8986 0.178111 18.1414 0.259053Z\" fill=\"#00A000\"></path>\n<path d=\"M2.43813 7.4629C2.35719 7.57622 2.11436 7.96474 2.01723 8.01331C1.87153 7.96474 2.60002 6.88011 2.71334 6.83154H2.72952C2.81047 6.86392 2.4867 7.39814 2.43813 7.4629Z\" fill=\"#00A000\"></path>\n<path d=\"M5.67515 3.78798C5.319 4.12794 5.09236 4.25745 5.07617 4.1765C5.07617 4.03081 5.82084 3.31851 6.06367 3.28613C6.17699 3.28613 5.90179 3.57753 5.67515 3.78798Z\" fill=\"#00A000\"></path>\n<path d=\"M21.0058 1.03617C21.2648 1.18187 21.3944 1.29519 21.3134 1.31138C21.1515 1.34376 20.0993 0.777157 20.1802 0.712402H20.2126C20.3745 0.728591 20.763 0.890476 21.0058 1.03617Z\" fill=\"#00A000\"></path>\n<path d=\"M24.6005 2.81684C24.8919 3.04348 25.0376 3.22156 24.9243 3.22156C24.7139 3.23775 23.4835 2.33119 23.613 2.25024H23.6454C23.8721 2.29881 24.3091 2.5902 24.6005 2.81684Z\" fill=\"#00A000\"></path>\n<path d=\"M9.69156 1.31126C9.57824 1.37602 9.23828 1.55409 9.18971 1.52171C9.17352 1.42458 9.9182 1.06843 10.0801 1.05225C10.0963 1.10081 9.75631 1.27889 9.69156 1.31126Z\" fill=\"#00A000\"></path>\n</svg>\n<img src=\"https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif\"/>\n</div>\n<div>\n<label>\n<span></span>\n</label>\n<h3></h3>\n<div></div>\n<div>\n<form method=\"post\">\n<input type=\"hidden\" value=\"\"/>\n<input type=\"hidden\" value=\"\"/>\n<input type=\"hidden\" value=\"\"/>\n<input type=\"hidden\" value=\"free\"/>\n<input placeholder=\"Email Address\" required=\"\" type=\"email\" value=\"\"/>\n<button>Submit</button>\n</form>\n</div>\n</div>\n</div>\n</div>\n<div>\n<hr/>\n<p>Article printed from InvestorPlace Media, https://investorplace.com/2024/05/is-this-as-good-as-it-gets-for-nio-stock/.</p>\n<p>©2024 InvestorPlace Media, LLC</p>\n</div>\n</div>\n</header></article></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is This As Good As It Gets for Nio Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs This As Good As It Gets for Nio Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-07 18:20 GMT+8 <a href=https://investorplace.com/2024/05/is-this-as-good-as-it-gets-for-nio-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NIO) stock changed gears in April, pulling out a surprise sales increase after warning of slowing growth.\nJust the month before management had warned investors to rein in expectations as it cut ...</p>\n\n<a href=\"https://investorplace.com/2024/05/is-this-as-good-as-it-gets-for-nio-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","BK4592":"伊斯兰概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4555":"新能源车","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4509":"腾讯概念","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","NIO.SI":"蔚来","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4527":"明星科技股","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4588":"碎股","LU0056508442.USD":"贝莱德世界科技基金A2","LU1548497426.USD":"安联环球人工智能AT Acc","BK4550":"红杉资本持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4551":"寇图资本持仓","BK4574":"无人驾驶","NIO":"蔚来","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4505":"高瓴资本持仓","XPEV":"小鹏汽车","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4581":"高盛持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4099":"汽车制造商","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4511":"特斯拉概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD"},"source_url":"https://investorplace.com/2024/05/is-this-as-good-as-it-gets-for-nio-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433273375","content_text":"Nio (NIO) stock changed gears in April, pulling out a surprise sales increase after warning of slowing growth.\nJust the month before management had warned investors to rein in expectations as it cut its Q1 delivery forecast.\nInvestors should take a wait-and-see because this could be a one-off event.\n \n\n\n\n \n\nSource: Michael Vi / Shutterstock.com\n\n\n\nChinese electric vehicle maker Nio (NYSE:NIO) stock exploded higher last week, rising 25% on a surprisingly strong monthly delivery update. The EV maker said it had delivered 15,620 vehicles during April, a massive 134% increase over the year-ago figure. That brought its cumulative deliveries since starting to almost half a million EVs.\nHowever, investors should still use caution. This unexpected good fortune of the leading Chinese EV company just might be as good as it gets.\nA Surprising U-Turn for Nio Stock\nThis is quite a turnaround. While Nio had been mostly increasing deliveries each month by double-digit rates year-over-year (except in February, when they plunged 33%), the EV maker was expecting slower growth for the months ahead. \nEven after introducing its new 2024 models at the beginning of March, Nio said it was “prudently” revising its deliveries estimate for the second quarter downward. It cut its outlook from a range of 31,000 to 33,000 vehicles back to 30,000 deliveries.\nThe move suggested the market was continuing to slow down and the new models were not gaining any traction yet with buyers.\nBut Nio stock suddenly hit the accelerator in April. It delivered more than half of the entire expected total for the coming quarter in just one month. Either May and June will be horrible months for sales or management completely misjudged demand, and not by just a little. \nDespite this amazing uptake by consumers, management hasn’t updated its outlook for the quarter yet. That would be the prudent thing to do.\nCheaper Luxury\nNio has eight models of cars now split between SUVs (the ES8, ES7, ES6, EC7 and EC6) and sedans (the ET7, ET5 and ET5 Touring). \nIt announced in January it would begin delivering the 2024 models starting in March, and in February began accepting customer orders on everything except the ET7, which it would take orders on beginning in April. A new model, the ET9, will launch in the first quarter of 2025.\nWhile it is selling more SUVs versus sedans in 2024 — 26,626 to 19,047 — the percentage of sedans sold is starting to creep higher. In January, 37% of the vehicles sold were sedans; in April, they totaled 43.5%. So even though it has more SUV models available, consumers are increasingly choosing the sedans. \nThe two platforms could eventually reach parity, which in theory could cut into Nio’s profit margins as they carry lower price tags.\nAn EV Outlier\nNio’s results confound what everyone else in the market is experiencing. BYD (OTCMKTS:BYDDY) saw a 49% increase in new-energy vehicles, with battery-electrics rising 29% and plug-in hybrids jumping 69%. \nLi Auto (NYSE:LI) saw deliveries creep barely higher, rising 0.4% year-over-year while Xpeng (NYSE:XPEV) did better with a 33% gain.\nIt is definitely odd that a month after Nio management was hunkering down with an outlook for slower sales, consumers dramatically reversed course and embraced its higher priced cars more so than anyone else. \nNio and BYD are premium EV makers compared to the more affordable models for Li, Xpeng or even Tesla (NASDAQ:TSLA).\nMoreover, the South China Morning Post notes that a price war has broken out amongst EV manufacturers, who not only have cut the prices on their cars but are offering additional discounts as well. \nNio, on the other hand, stands alone in keeping the prices of its cars unchanged.\nI’m not saying Nio is lying about its numbers, but this could be a one-off event for the month, or maybe for even a quarter. The thing is, investors shouldn’t get too excited about this bit of good luck so soon after everything was looking so gloomy.\nOn the date of publication, Rich Duprey did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.\nRich Duprey has written about stocks and investing for the past 20 years. His articles have appeared on Nasdaq.com, The Motley Fool, and Yahoo! Finance, and he has been referenced by U.S. and international publications, including MarketWatch, Financial Times, Forbes, Fast Company, USA Today, Milwaukee Journal Sentinel, Cheddar News, The Boston Globe, L’Express, and numerous other news outlets.Consumer Discretionary, Automotive, Electric VehiclesGrowth Stocks \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/2024/05/is-this-as-good-as-it-gets-for-nio-stock/.\n©2024 InvestorPlace Media, LLC","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":302937021509800,"gmtCreate":1714994756858,"gmtModify":1714994761126,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"He longer hv much confidence knowing china EV makers NiO BYD Xiaomi huawei Li auto xpev are taking his sales bit by bit everyday. Therefore, seeking help","listText":"He longer hv much confidence knowing china EV makers NiO BYD Xiaomi huawei Li auto xpev are taking his sales bit by bit everyday. Therefore, seeking help","text":"He longer hv much confidence knowing china EV makers NiO BYD Xiaomi huawei Li auto xpev are taking his sales bit by bit everyday. Therefore, seeking help","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/302937021509800","repostId":"1115848893","repostType":4,"repost":{"id":"1115848893","pubTimestamp":1714993339,"share":"https://ttm.financial/m/news/1115848893?lang=&edition=fundamental","pubTime":"2024-05-06 19:02","market":"us","language":"en","title":"Elon Musk Calls on Warren Buffett to Take a Stake in Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1115848893","media":"seekingalpha","summary":"Elon Musk said that billionaire investor and chairman of Berkshire Hathaway Warren Buffett should buy a stake in Tesla.In a post on Monday on his social media platform X , Musk said Buffet “should take a position in Tesla. It's an obvious move”.The reply came in response to a post calling for Buffett to buy TSLA after Berkshire disclosed a reduced stake in Apple.At Berkshire Hathaway’s annual meeting on Saturday, Buffett said his investment firm will see \"modest\" growth in operating earnings in ","content":"<html><head></head><body><p>Elon Musk said that billionaire investor and chairman of Berkshire Hathaway Warren Buffett should buy a stake in Tesla.</p><p style=\"text-align: left;\">In a post on Monday on his social media platform X (formerly Twitter), Musk said Buffet “should take a position in Tesla. It's an obvious move”.</p><p style=\"text-align: left;\">The reply came in response to a post calling for Buffett to buy TSLA after Berkshire disclosed a reduced stake in Apple.</p><p style=\"text-align: left;\">At Berkshire Hathaway’s annual meeting on Saturday, Buffett said his investment firm will see "modest" growth in operating earnings in 2024 vs. 2023.</p><p style=\"text-align: left;\">During the meeting, Buffett said if Tesla manages to significantly reduce car accidents through automation technology, that would reduce costs and prices. Ajit Jain, vice chairman of Berkshire's insurance operations, said Tesla has yet to be successful with this automation effort.</p><p style=\"text-align: left;\">Buffett also expressed confidence in his successor Greg Abel, noting Abel will be in charge of stock investing decisions should he step down. He also said Apple (AAPL) would remain Berkshire’s largest common stock holding, despite the investment firm reducing its stake in the iPhone-maker in Q1 2024.</p><p style=\"text-align: left;\">Shares of Tesla and Berkshire Hathaway were up around 1% in the hours ahead of trading on Monday.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Calls on Warren Buffett to Take a Stake in Tesla</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\">\nElon Musk Calls on Warren Buffett to Take a Stake in Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-06 19:02 GMT+8 <a href=https://seekingalpha.com/news/4100122-elon-musk-calls-for-warren-buffet-to-take-stake-in-tesla><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk said that billionaire investor and chairman of Berkshire Hathaway Warren Buffett should buy a stake in Tesla.In a post on Monday on his social media platform X (formerly Twitter), Musk said ...</p>\n\n<a href=\"https://seekingalpha.com/news/4100122-elon-musk-calls-for-warren-buffet-to-take-stake-in-tesla\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/4100122-elon-musk-calls-for-warren-buffet-to-take-stake-in-tesla","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1115848893","content_text":"Elon Musk said that billionaire investor and chairman of Berkshire Hathaway Warren Buffett should buy a stake in Tesla.In a post on Monday on his social media platform X (formerly Twitter), Musk said Buffet “should take a position in Tesla. It's an obvious move”.The reply came in response to a post calling for Buffett to buy TSLA after Berkshire disclosed a reduced stake in Apple.At Berkshire Hathaway’s annual meeting on Saturday, Buffett said his investment firm will see \"modest\" growth in operating earnings in 2024 vs. 2023.During the meeting, Buffett said if Tesla manages to significantly reduce car accidents through automation technology, that would reduce costs and prices. Ajit Jain, vice chairman of Berkshire's insurance operations, said Tesla has yet to be successful with this automation effort.Buffett also expressed confidence in his successor Greg Abel, noting Abel will be in charge of stock investing decisions should he step down. He also said Apple (AAPL) would remain Berkshire’s largest common stock holding, despite the investment firm reducing its stake in the iPhone-maker in Q1 2024.Shares of Tesla and Berkshire Hathaway were up around 1% in the hours ahead of trading on Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9964060734,"gmtCreate":1670035455029,"gmtModify":1676538293124,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Writer stated numbers only but didnt explained whythe wideing losses, its used for R&D, partnering, expansions to EU and even developing NiO mobile phones, batteries, chips etc. All these points not mentioned. Mr. William Li is a dedicated and focus CEO,what he had been doing clearly show his leadershipand vision towards EV transition.","listText":"Writer stated numbers only but didnt explained whythe wideing losses, its used for R&D, partnering, expansions to EU and even developing NiO mobile phones, batteries, chips etc. All these points not mentioned. Mr. William Li is a dedicated and focus CEO,what he had been doing clearly show his leadershipand vision towards EV transition.","text":"Writer stated numbers only but didnt explained whythe wideing losses, its used for R&D, partnering, expansions to EU and even developing NiO mobile phones, batteries, chips etc. All these points not mentioned. Mr. William Li is a dedicated and focus CEO,what he had been doing clearly show his leadershipand vision towards EV transition.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":25,"commentSize":15,"repostSize":0,"link":"https://ttm.financial/post/9964060734","repostId":"2288596195","repostType":2,"repost":{"id":"2288596195","pubTimestamp":1670024380,"share":"https://ttm.financial/m/news/2288596195?lang=&edition=fundamental","pubTime":"2022-12-03 07:39","market":"us","language":"en","title":"Why Now Is NOT the Time to Buy NIO Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2288596195","media":"InvestorPlace","summary":"Nio (NIO) stock could remain under pressure to due China’s unpredictable Covid-19 policy.Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.Investors can choos","content":"<html><head></head><body><ul><li><b>Nio</b> (<b>NIO</b>) stock could remain under pressure to due China’s unpredictable Covid-19 policy.</li><li>Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.</li><li>Investors can choose to delay any purchases of NIO stock until conditions improve.</li></ul><p><img src=\"https://static.tigerbbs.com/14e2554adb7734c917635ae8dca2b6ba\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Source: Michael Vi / Shutterstock.com</p><p>Given the fact that <b>Nio</b> (NYSE:<b>NIO</b>) stock is down year-to-date, eager investors may be tempted to take a long position now. However, this is actually a time to exercise caution.</p><p>For one thing, China’s on-and-off zero-Covid policies could throw a wrench into the works. Besides, Nio’s financials are less than ideal, especially when it comes to the company’s profits (or lack thereof).</p><p>As a China-based electric vehicle (EV) company, Nio has to contend with multiple challenges. There’s the prospect of having to compete in a fierce EV market. Plus, Nio must deal with a government that’s not always business-friendly.</p><p>Regardless of where you’re located, if you’re invested in Nio, the company’s problems will become your problems. There may be a time to take a stake in Nio at some point in the future, but for the time being, a watch-and-wait strategy is entirely appropriate.</p><table border=\"1\"><tbody><tr><td><b>NIO</b></td><td><b>Nio</b></td><td>$12.09</td></tr></tbody></table><h2>What’s Happening with NIO Stock?</h2><p>NIO stock started 2022 at $33, but recently declined to just $12 and change. Bear in mind, just because a stock has a lower price, doesn’t necessarily mean it’s a good value.</p><p>It’s difficult to assign a proper value to a stock when there’s an unpredictable government. On Nov. 11, a number of U.S.-listed Chinese companies’ shares rallied because Beijing seemed to be easing some of China’s Covid-19 restrictions. Yet, the hope of a near-term full reopening in China wouldn’t last long.</p><p>Fast-forward to Nov. 22, and China is reporting 28,127 new domestically transmitted Covid-19 cases. This number was close to the nation’s daily peak from April.</p><p>The next thing you know, there are reports of cultural and entertainment venues closures and restricted use of some shopping malls and restaurants. This, clearly, is a challenging macro-level environment for Nio to work in.</p><h2>Nio’s Financial Are Problematic</h2><p>Meanwhile, some folks probably celebrated Nio’s most recently reported quarterly financial results, but perhaps they shouldn’t. There’s good news in the data but also major issues.</p><p>It’s true that Nio increased its revenue 32.6% year over year during the third quarter of 2022. However, Nio also saw its gross margin shrink from 20.3% to 13.3% during that time.</p><p>Furthermore, Nio’s gross profit contracted 12.9% year over year, but that’s not even the worst part. Distressingly, Nio’s net earnings loss ballooned 392.1% year over year to the equivalent of $577.9 million in Q3 2022.</p><p>Now, we can start to see why NIO stock hasn’t regained its footing this year. Currently, there are too many holes in the bull thesis for investors to put their faith in Nio.</p><h2>What You Can Do Now</h2><p>This isn’t to suggest that Nio is a toxic business that’s about to go bankrupt. There may be an appropriate time to consider NIO stock in the future.</p><p>However, once again, let’s not confuse a low share price with a compelling value. The macro-level and company-specific conditions simply don’t favor an investment in Nio, so feel free to stay on the sidelines for now.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Now Is NOT the Time to Buy NIO Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Now Is NOT the Time to Buy NIO Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-03 07:39 GMT+8 <a href=https://investorplace.com/market360/2022/12/why-now-is-not-the-time-to-buy-nio-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NIO) stock could remain under pressure to due China’s unpredictable Covid-19 policy.Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.Investors can ...</p>\n\n<a href=\"https://investorplace.com/market360/2022/12/why-now-is-not-the-time-to-buy-nio-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","09866":"蔚来-SW","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4509":"腾讯概念","BK4526":"热门中概股","BK4574":"无人驾驶","NIO":"蔚来","BK4505":"高瓴资本持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4581":"高盛持仓","LU0052750758.USD":"富兰克林中国基金A Acc","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4504":"桥水持仓","BK4099":"汽车制造商","NIO.SI":"蔚来","BK4548":"巴美列捷福持仓"},"source_url":"https://investorplace.com/market360/2022/12/why-now-is-not-the-time-to-buy-nio-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288596195","content_text":"Nio (NIO) stock could remain under pressure to due China’s unpredictable Covid-19 policy.Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.Investors can choose to delay any purchases of NIO stock until conditions improve.Source: Michael Vi / Shutterstock.comGiven the fact that Nio (NYSE:NIO) stock is down year-to-date, eager investors may be tempted to take a long position now. However, this is actually a time to exercise caution.For one thing, China’s on-and-off zero-Covid policies could throw a wrench into the works. Besides, Nio’s financials are less than ideal, especially when it comes to the company’s profits (or lack thereof).As a China-based electric vehicle (EV) company, Nio has to contend with multiple challenges. There’s the prospect of having to compete in a fierce EV market. Plus, Nio must deal with a government that’s not always business-friendly.Regardless of where you’re located, if you’re invested in Nio, the company’s problems will become your problems. There may be a time to take a stake in Nio at some point in the future, but for the time being, a watch-and-wait strategy is entirely appropriate.NIONio$12.09What’s Happening with NIO Stock?NIO stock started 2022 at $33, but recently declined to just $12 and change. Bear in mind, just because a stock has a lower price, doesn’t necessarily mean it’s a good value.It’s difficult to assign a proper value to a stock when there’s an unpredictable government. On Nov. 11, a number of U.S.-listed Chinese companies’ shares rallied because Beijing seemed to be easing some of China’s Covid-19 restrictions. Yet, the hope of a near-term full reopening in China wouldn’t last long.Fast-forward to Nov. 22, and China is reporting 28,127 new domestically transmitted Covid-19 cases. This number was close to the nation’s daily peak from April.The next thing you know, there are reports of cultural and entertainment venues closures and restricted use of some shopping malls and restaurants. This, clearly, is a challenging macro-level environment for Nio to work in.Nio’s Financial Are ProblematicMeanwhile, some folks probably celebrated Nio’s most recently reported quarterly financial results, but perhaps they shouldn’t. There’s good news in the data but also major issues.It’s true that Nio increased its revenue 32.6% year over year during the third quarter of 2022. However, Nio also saw its gross margin shrink from 20.3% to 13.3% during that time.Furthermore, Nio’s gross profit contracted 12.9% year over year, but that’s not even the worst part. Distressingly, Nio’s net earnings loss ballooned 392.1% year over year to the equivalent of $577.9 million in Q3 2022.Now, we can start to see why NIO stock hasn’t regained its footing this year. Currently, there are too many holes in the bull thesis for investors to put their faith in Nio.What You Can Do NowThis isn’t to suggest that Nio is a toxic business that’s about to go bankrupt. There may be an appropriate time to consider NIO stock in the future.However, once again, let’s not confuse a low share price with a compelling value. The macro-level and company-specific conditions simply don’t favor an investment in Nio, so feel free to stay on the sidelines for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206603082743912,"gmtCreate":1691472084576,"gmtModify":1691472087842,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Im long NiO $30 $40 $50 🤩","listText":"Im long NiO $30 $40 $50 🤩","text":"Im long NiO $30 $40 $50 🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206603082743912","repostId":"2357523411","repostType":4,"repost":{"id":"2357523411","pubTimestamp":1691460312,"share":"https://ttm.financial/m/news/2357523411?lang=&edition=fundamental","pubTime":"2023-08-08 10:05","market":"hk","language":"en","title":"This Is Why Citi Expects EV Maker Nio Stock to Continue Moving Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=2357523411","media":"StreetInsider","summary":"Citi analyst Jeff Chung reiterated a Buy rating on Nio (NYSE: NIO) stock and hiked the price target to $19.20 per share from the prior $13.90.The new price target implies an upside potential of about ","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/557342f78184c935df6de21f6861d8eb\" tg-width=\"200\" tg-height=\"125\"/></p><p>Citi analyst Jeff Chung reiterated a Buy rating on <a href=\"https://laohu8.com/S/NIO\">Nio</a> stock and hiked the price target to $19.20 per share from the prior $13.90.</p><p>The new price target implies an upside potential of about 30%. Chung believes Nio’s short-term momentum could sustain into September for 4 following reasons:</p><ol><li><p>“Our industry checks suggest NIO’s order intake remained strong this week with WoW order intake tracking at stable, vs other OEMs seeing a WoW decline;</p></li><li><p>The company is due to launch EC6 in Aug-23;</p></li><li><p>Sep/Oct-23 high season is ahead which is likely to drive solid seasonal QoQ improvement into 4Q23E at sector level; and</p></li><li><p>We expect NIO’s monthly run-rate to further accelerate to 25-30k in 4Q23E.”</p></li></ol><p>Another positive that could help Nio stock to re-rate higher is the potential cooperation with German luxury brands on battery swap facility.</p><p>“NIO has a competitive advantage in this area,” Chung wrote in a note.</p><p>“We remove the High Risk rating as the stock now has a long trading history, with full-year sales volume potentially exceeding 200k units this year. We believe the company’s corporate governance and long-term growth visibility have also improved.”</p><p>Nio stock leaped 0.69% higher on Monday. Shares are up 52% year-to-date.</p><p></p></body></html>","source":"highlight_streetinsider","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>This Is Why Citi Expects EV Maker Nio Stock to Continue Moving Higher</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\">\nThis Is Why Citi Expects EV Maker Nio Stock to Continue Moving Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-08 10:05 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=22004546><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Citi analyst Jeff Chung reiterated a Buy rating on Nio stock and hiked the price target to $19.20 per share from the prior $13.90.The new price target implies an upside potential of about 30%. Chung ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=22004546\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C":"花旗","09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"https://www.streetinsider.com/dr/news.php?id=22004546","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2357523411","content_text":"Citi analyst Jeff Chung reiterated a Buy rating on Nio stock and hiked the price target to $19.20 per share from the prior $13.90.The new price target implies an upside potential of about 30%. Chung believes Nio’s short-term momentum could sustain into September for 4 following reasons:“Our industry checks suggest NIO’s order intake remained strong this week with WoW order intake tracking at stable, vs other OEMs seeing a WoW decline;The company is due to launch EC6 in Aug-23;Sep/Oct-23 high season is ahead which is likely to drive solid seasonal QoQ improvement into 4Q23E at sector level; andWe expect NIO’s monthly run-rate to further accelerate to 25-30k in 4Q23E.”Another positive that could help Nio stock to re-rate higher is the potential cooperation with German luxury brands on battery swap facility.“NIO has a competitive advantage in this area,” Chung wrote in a note.“We remove the High Risk rating as the stock now has a long trading history, with full-year sales volume potentially exceeding 200k units this year. We believe the company’s corporate governance and long-term growth visibility have also improved.”Nio stock leaped 0.69% higher on Monday. Shares are up 52% year-to-date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":260161952198704,"gmtCreate":1704526574438,"gmtModify":1704529705753,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Millionaire roadmap??? Laugh until pant drop! $10k can only buy TSLA 40shares. Inorder to gain $1mil profit then TSLA must reach $25000... really clown","listText":"Millionaire roadmap??? Laugh until pant drop! $10k can only buy TSLA 40shares. Inorder to gain $1mil profit then TSLA must reach $25000... really clown","text":"Millionaire roadmap??? Laugh until pant drop! $10k can only buy TSLA 40shares. Inorder to gain $1mil profit then TSLA must reach $25000... really clown","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260161952198704","repostId":"2401556738","repostType":4,"repost":{"id":"2401556738","pubTimestamp":1704510770,"share":"https://ttm.financial/m/news/2401556738?lang=&edition=fundamental","pubTime":"2024-01-06 11:12","market":"us","language":"en","title":"Millionaire Roadmap: 7 Must-Own Stocks to Ride the Wealth Wave","url":"https://stock-news.laohu8.com/highlight/detail?id=2401556738","media":"InvestorPlace","summary":"In an era where the market shifts at breakneck speed, identifying potential investment avenues is akin to navigating a constantly changing landscape.","content":"<html><head></head><body><p>In an era where the market shifts at breakneck speed, millionaire-maker stocks can pop at any minute. Identifying potential investment avenues is critical to navigating a constantly changing landscape.</p><p>These millionaire-maker stocks represent market giants and catalysts reshaping consumer discretionary, technology, finance, and automobile sectors.</p><h2 id=\"id_3803164696\">Tesla (TSLA)</h2><p><strong>Tesla</strong> (NASDAQ: <strong><u>TSLA</u></strong>) has rapidly accumulated over 0.5 billion miles (Q3 2023) driven with the Full Self-Driving beta.</p><p>This indicates the company’s significant progress in AI development, which is crucial for achieving full vehicle autonomy.</p><p>Elon Musk stresses Tesla’s unique method of converting large input data into concise outputs. Tesla can become a leader in self-driving technology with this AI-focused strategy.</p><p>Tesla completed a 10K GPU cluster of H100s, highlighting their focus on large-scale deployment of advanced computing infrastructure. This technology enables faster production of high-compute units, crucial for training AI models. Implementing this computing infrastructure could give Tesla a competitive edge in self-driving capabilities.</p><p>Finally, Tesla deployed 4 gigawatt hours of energy storage products in Q3, indicating a substantial increase in its energy division.</p><p>Tesla’s highest-margin business contributed over $0.5 billion to quarterly profit. Focusing on energy storage aligns with Tesla’s strategy to diversify revenue and meet the demand for sustainable energy solutions and makes TSLA one of the millionaire-maker stocks on the rise.</p><h2 id=\"id_2581680611\">Amazon (AMZN)</h2><p><strong>Amazon’s</strong> (NASDAQ: <strong><u>AMZN</u></strong>) staggering surge in operating income by 343% year-over-year is noteworthy (Q3 2023), reflecting effective strategic changes. These changes focused on cost optimizations, operational efficiency enhancements, and strategic investments in high-return areas.</p><p>Amazon’s transition to eight regional fulfillment networks in the U.S. was a major operational change. This change has positively impacted Amazon’s cost-to-serve metrics, customer experiences, and operational efficiency.</p><p>Overall, the optimized regional fulfillment clusters, reduced distances, and improved delivery speeds have lowered costs and enhanced customer satisfaction.</p><p>Thus, focusing on shorter travel distances and fewer touches in the delivery process has helped achieve faster delivery speeds, a crucial factor influencing customer buying behavior.</p><h2 id=\"id_456355008\">Microsoft (MSFT)</h2><p><strong>Microsoft’s</strong> (NASDAQ: <strong><u>MSFT</u></strong>) robust start to fiscal 2024 (Q1) was underpinned by the exceptional growth in Microsoft Cloud.</p><p>The cloud has recorded quarterly revenue surpassing $31.8 billion, marking a substantial 24% increase. This substantial growth reflects the increasing adoption of Microsoft’s cloud services by businesses worldwide.</p><p>The company’s proactive cloud strategies have resulted in impressive figures.</p><p>Azure, Microsoft’s cloud service, is gaining market share as organizations move to the cloud. Additionally, Azure Arc has witnessed a 140% increase in customers, totaling 21K. The company provides services for the <strong>Oracle</strong> (NYSE: <strong><u>ORCL</u></strong>) database, further simplifying customer migration and contributing to Azure’s allure as a preferred cloud provider.</p><p>Finally, Microsoft’s focus on consolidating its Microsoft Intelligent Data Platform has attracted significant adoption, with over 73% of the Fortune 1000 currently using three or more data solutions. Lastly, over 16K customers have actively used Microsoft Fabric.</p><p>This includes more than 50% of the Fortune 500, indicating the platform’s efficacy in unifying computing, storage, and governance for analytical purposes. MSFT easily makes any list of millionaire-maker stocks.</p><h2 id=\"id_3874155207\">Alphabet (GOOG)</h2><p>YouTube, a subsidiary of <strong>Alphabet</strong> (NASDAQ: <strong><u>GOOG</u></strong>), continues to be a thriving platform for advertising revenue.</p><p>The revenues from YouTube advertising surged to $8 billion, marking a substantial 12% year-on-year growth (Q3 2023). This growth was driven by both brand advertising and direct response initiatives.</p><p>The platform’s broad audience and diverse advertising formats sustain growth. The success of YouTube Shorts and its increasing monetization capabilities, averaging over 70 billion daily views and watched by over 2 billion signed-in users monthly, showcase its potential for revenue expansion.</p><p>Alphabet’s diversification strategy is evident in the growth of other revenue streams. Non-advertising revenues from YouTube amount to $8.3 billion and are growing by 21%. This indicates the company’s success in monetizing its subscription services.</p><p>Finally, YouTube TV and YouTube Music Premium contributed significantly to this revenue stream, highlighting the company’s efforts to create alternative revenue channels beyond advertising.</p><h2 id=\"id_2579281096\">Berkshire Hathaway (BRK.B)</h2><p><strong>Berkshire Hathaway </strong>(NYSE: <strong><u>BRK.B</u></strong>) has a strong liquidity position, and substantial investments are pivotal strengths contributing to its stability and growth potential.</p><p>As of Q3 2023, the company held $152.0 billion in cash, cash equivalents, and U.S. Treasury Bills, with $127.6 billion invested in U.S. Treasury Bills. Additionally, investments in equity and fixed-maturity securities (excluding specific investments) amounted to $341.1 billion.</p><p>Cash reserves and diversified investments serve multiple purposes. It provides Berkshire Hathaway with liquidity for investments and support during market downturns. The investment portfolio provides protection against market volatility.</p><p>Overall, the company’s substantial holdings in U.S. Treasury bills signify a conservative yet secure approach to preserving capital while generating modest returns. Finally, the sizable investments in equity and fixed-maturity securities reflect Berkshire Hathaway’s strategy to deploy capital across various asset classes.</p><h2 id=\"id_47714043\"><a href=\"https://laohu8.com/S/V\">Visa</a> (V)</h2><p><strong>Visa’s</strong> (NYSE: <strong><u>V</u></strong>) establishment of over 500 commercial partnerships with fintechs globally marked a 25% year-over-year increase (Q4 fiscal 2024). This signifies the company’s strategic efforts to collaborate with diverse players in the financial industry.</p><p>These partnerships let Visa access fintech innovation and agility. The company grants startups and established players access to Visa’s network, expertise, and resources.</p><p>This mutually beneficial collaboration fosters the development of innovative payment solutions. Hence, this expands Visa’s market reach and enhances its competitive edge in the rapidly evolving financial technology landscape.</p><p>Visa focuses on expanding merchant locations by 17%, particularly in Latin America, Central Europe, the Middle East, and Africa (CEMEA).</p><p>This underscores the company’s focus on broadening its footprint in high-growth markets. Increasing merchant locations facilitates greater consumer access to Visa’s payment services and drives transaction volumes and revenue growth.</p><h2 id=\"id_651638139\">JPMorgan Chase (JPM)</h2><p>Breaking down <strong>JPMorgan Chase’s</strong> (NYSE: <strong><u>JPM</u></strong>) performance into segments provides a fundamental perspective on its diversified operations.</p><p>For instance, there is a reported net income of $5.3 billion on revenue of $17 billion (Q3 2023). This suggests the strength of this segment in contributing significantly to the company’s overall earnings.</p><p>Within Consumer and Community Banking, Banking & Wealth Management showed a substantial 30% year-on-year revenue increase. This is driven by higher net interest income due to increased rates.</p><p>The end-of-period deposits down 3% quarter-on-quarter might reflect a strategy shift or market trends. However, based on Federal Deposit Insurance Corporation data, the leadership position in retail deposit share solidifies the company’s market presence and customer trust.</p><p>Finally, with revenue up 7% year-on-year, driven by higher NII in Card Services due to increased revolving balances and successful market share recapture in Auto, this segment shows adaptability to market dynamics and customer preferences.</p><p>Thus, despite some decreases in revenue in home lending, the company maintained a strategic position by capitalizing on specific market trends and positioning itself as one of the millionaire-maker stocks to buy now.</p></body></html>","source":"investorplace_stock_picks","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>Millionaire Roadmap: 7 Must-Own Stocks to Ride the Wealth Wave</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\">\nMillionaire Roadmap: 7 Must-Own Stocks to Ride the Wealth Wave\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-06 11:12 GMT+8 <a href=https://investorplace.com/2024/01/millionaire-roadmap-7-must-own-stocks-to-ride-the-wealth-wave/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In an era where the market shifts at breakneck speed, millionaire-maker stocks can pop at any minute. Identifying potential investment avenues is critical to navigating a constantly changing landscape...</p>\n\n<a href=\"https://investorplace.com/2024/01/millionaire-roadmap-7-must-own-stocks-to-ride-the-wealth-wave/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","GOOG":"谷歌","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","V":"Visa","AMZN":"亚马逊","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","GOOGL":"谷歌A","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","JPM":"摩根大通","MSFT":"微软","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","TSLA":"特斯拉","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4592":"伊斯兰概念","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BRK.B":"伯克希尔B","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BRK.A":"伯克希尔","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc"},"source_url":"https://investorplace.com/2024/01/millionaire-roadmap-7-must-own-stocks-to-ride-the-wealth-wave/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2401556738","content_text":"In an era where the market shifts at breakneck speed, millionaire-maker stocks can pop at any minute. Identifying potential investment avenues is critical to navigating a constantly changing landscape.These millionaire-maker stocks represent market giants and catalysts reshaping consumer discretionary, technology, finance, and automobile sectors.Tesla (TSLA)Tesla (NASDAQ: TSLA) has rapidly accumulated over 0.5 billion miles (Q3 2023) driven with the Full Self-Driving beta.This indicates the company’s significant progress in AI development, which is crucial for achieving full vehicle autonomy.Elon Musk stresses Tesla’s unique method of converting large input data into concise outputs. Tesla can become a leader in self-driving technology with this AI-focused strategy.Tesla completed a 10K GPU cluster of H100s, highlighting their focus on large-scale deployment of advanced computing infrastructure. This technology enables faster production of high-compute units, crucial for training AI models. Implementing this computing infrastructure could give Tesla a competitive edge in self-driving capabilities.Finally, Tesla deployed 4 gigawatt hours of energy storage products in Q3, indicating a substantial increase in its energy division.Tesla’s highest-margin business contributed over $0.5 billion to quarterly profit. Focusing on energy storage aligns with Tesla’s strategy to diversify revenue and meet the demand for sustainable energy solutions and makes TSLA one of the millionaire-maker stocks on the rise.Amazon (AMZN)Amazon’s (NASDAQ: AMZN) staggering surge in operating income by 343% year-over-year is noteworthy (Q3 2023), reflecting effective strategic changes. These changes focused on cost optimizations, operational efficiency enhancements, and strategic investments in high-return areas.Amazon’s transition to eight regional fulfillment networks in the U.S. was a major operational change. This change has positively impacted Amazon’s cost-to-serve metrics, customer experiences, and operational efficiency.Overall, the optimized regional fulfillment clusters, reduced distances, and improved delivery speeds have lowered costs and enhanced customer satisfaction.Thus, focusing on shorter travel distances and fewer touches in the delivery process has helped achieve faster delivery speeds, a crucial factor influencing customer buying behavior.Microsoft (MSFT)Microsoft’s (NASDAQ: MSFT) robust start to fiscal 2024 (Q1) was underpinned by the exceptional growth in Microsoft Cloud.The cloud has recorded quarterly revenue surpassing $31.8 billion, marking a substantial 24% increase. This substantial growth reflects the increasing adoption of Microsoft’s cloud services by businesses worldwide.The company’s proactive cloud strategies have resulted in impressive figures.Azure, Microsoft’s cloud service, is gaining market share as organizations move to the cloud. Additionally, Azure Arc has witnessed a 140% increase in customers, totaling 21K. The company provides services for the Oracle (NYSE: ORCL) database, further simplifying customer migration and contributing to Azure’s allure as a preferred cloud provider.Finally, Microsoft’s focus on consolidating its Microsoft Intelligent Data Platform has attracted significant adoption, with over 73% of the Fortune 1000 currently using three or more data solutions. Lastly, over 16K customers have actively used Microsoft Fabric.This includes more than 50% of the Fortune 500, indicating the platform’s efficacy in unifying computing, storage, and governance for analytical purposes. MSFT easily makes any list of millionaire-maker stocks.Alphabet (GOOG)YouTube, a subsidiary of Alphabet (NASDAQ: GOOG), continues to be a thriving platform for advertising revenue.The revenues from YouTube advertising surged to $8 billion, marking a substantial 12% year-on-year growth (Q3 2023). This growth was driven by both brand advertising and direct response initiatives.The platform’s broad audience and diverse advertising formats sustain growth. The success of YouTube Shorts and its increasing monetization capabilities, averaging over 70 billion daily views and watched by over 2 billion signed-in users monthly, showcase its potential for revenue expansion.Alphabet’s diversification strategy is evident in the growth of other revenue streams. Non-advertising revenues from YouTube amount to $8.3 billion and are growing by 21%. This indicates the company’s success in monetizing its subscription services.Finally, YouTube TV and YouTube Music Premium contributed significantly to this revenue stream, highlighting the company’s efforts to create alternative revenue channels beyond advertising.Berkshire Hathaway (BRK.B)Berkshire Hathaway (NYSE: BRK.B) has a strong liquidity position, and substantial investments are pivotal strengths contributing to its stability and growth potential.As of Q3 2023, the company held $152.0 billion in cash, cash equivalents, and U.S. Treasury Bills, with $127.6 billion invested in U.S. Treasury Bills. Additionally, investments in equity and fixed-maturity securities (excluding specific investments) amounted to $341.1 billion.Cash reserves and diversified investments serve multiple purposes. It provides Berkshire Hathaway with liquidity for investments and support during market downturns. The investment portfolio provides protection against market volatility.Overall, the company’s substantial holdings in U.S. Treasury bills signify a conservative yet secure approach to preserving capital while generating modest returns. Finally, the sizable investments in equity and fixed-maturity securities reflect Berkshire Hathaway’s strategy to deploy capital across various asset classes.Visa (V)Visa’s (NYSE: V) establishment of over 500 commercial partnerships with fintechs globally marked a 25% year-over-year increase (Q4 fiscal 2024). This signifies the company’s strategic efforts to collaborate with diverse players in the financial industry.These partnerships let Visa access fintech innovation and agility. The company grants startups and established players access to Visa’s network, expertise, and resources.This mutually beneficial collaboration fosters the development of innovative payment solutions. Hence, this expands Visa’s market reach and enhances its competitive edge in the rapidly evolving financial technology landscape.Visa focuses on expanding merchant locations by 17%, particularly in Latin America, Central Europe, the Middle East, and Africa (CEMEA).This underscores the company’s focus on broadening its footprint in high-growth markets. Increasing merchant locations facilitates greater consumer access to Visa’s payment services and drives transaction volumes and revenue growth.JPMorgan Chase (JPM)Breaking down JPMorgan Chase’s (NYSE: JPM) performance into segments provides a fundamental perspective on its diversified operations.For instance, there is a reported net income of $5.3 billion on revenue of $17 billion (Q3 2023). This suggests the strength of this segment in contributing significantly to the company’s overall earnings.Within Consumer and Community Banking, Banking & Wealth Management showed a substantial 30% year-on-year revenue increase. This is driven by higher net interest income due to increased rates.The end-of-period deposits down 3% quarter-on-quarter might reflect a strategy shift or market trends. However, based on Federal Deposit Insurance Corporation data, the leadership position in retail deposit share solidifies the company’s market presence and customer trust.Finally, with revenue up 7% year-on-year, driven by higher NII in Card Services due to increased revolving balances and successful market share recapture in Auto, this segment shows adaptability to market dynamics and customer preferences.Thus, despite some decreases in revenue in home lending, the company maintained a strategic position by capitalizing on specific market trends and positioning itself as one of the millionaire-maker stocks to buy now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":298512456462480,"gmtCreate":1713911527478,"gmtModify":1713911532871,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"By the time elong launch cheaper cars... china EVs sold more and much cheaper. Tough ","listText":"By the time elong launch cheaper cars... china EVs sold more and much cheaper. Tough ","text":"By the time elong launch cheaper cars... china EVs sold more and much cheaper. Tough","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298512456462480","repostId":"1101803932","repostType":4,"repost":{"id":"1101803932","pubTimestamp":1713909028,"share":"https://ttm.financial/m/news/1101803932?lang=&edition=fundamental","pubTime":"2024-04-24 05:50","market":"us","language":"en","title":"Tesla Shares Rise 13% on Pledge to Launch Cheaper Cars by 2025 After Sales Miss","url":"https://stock-news.laohu8.com/highlight/detail?id=1101803932","media":"Bloomberg","summary":"Tesla Inc. is accelerating the launch of more affordable models in a bid to arrest a deterioration in its profit margins and sales.The electric-vehicle maker plans to start production on the cheaper c","content":"<html><head></head><body><p>【<a href=\"https://ttm.financial/RN?name=RNLive&rndata=%7B%22liveId%22:%221796727569642548%22,%22type%22:1%7D\" title=\"Tesla 2024Q1 Earnings Conference Call\" target=\"_blank\" class=\"\">Tesla 2024Q1 Earnings Conference Call</a>】</p><ul style=\"\"><li><p>Company plans to start making new models before end of 2025</p></li><li><p>EV maker’s first quarter profit, revenue undershoot estimates</p></li></ul><p>Tesla Inc. is accelerating the launch of more affordable models in a bid to arrest a deterioration in its profit margins and sales.</p><p>The electric-vehicle maker plans to release the cheaper cars by the end of this year or in early next, well ahead of the late-2025 timing it had previously pledged. The Elon Musk-led company has been coping with a sales slump as EV demand falters.</p><p>Tesla’s shares rose more than 13% after regular trading in New York. The stock tumbled 42% this year through Tuesday’s close, the worst performance in the S&P 500 Index.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f0f7713f0c39a90c610dec386f12fabb\" tg-width=\"781\" tg-height=\"624\"/></p><p style=\"text-align: start;\">“We’ve updated our future vehicle line-up to accelerate the launch of new models ahead of the previously mentioned start of production in the second half of 2025. So we expect it to be more like early 2025, if not late this year,” Musk said on a call with analysts.</p><p style=\"text-align: start;\">The decision to speed up the debut of cheaper models was welcomed by investors and overshadowed what was otherwise an ugly quarter for the EV market leader. It missed Wall Street’s estimates for earnings, sales and margins, while warning of slow growth throughout the year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95ff8ccc4fef250d1aa9d762f500981e\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: start;\">The CEO also took a dig at rivals like General Motors Co. and Ford Motor Co., which have paced EV production and moved to reboot their offerings of gas-electric hybrids.</p><p style=\"text-align: start;\">“The EV adoption rate globally is under pressure and a lot of other auto manufactures are pulling back on EVs and pursuing plug-in hybrids instead. We believe this is not the right strategy,” he said.</p><p style=\"text-align: start;\">Tesla’s own strategy has been muddled for much of 2024. It’s spent the last year slashing prices across its lineup in an effort to boost sales volume, only to find demand for its vehicles slowed.</p><p style=\"text-align: start;\">Adding to the company’s woes has been Musk’s abrupt decision to go “balls to the wall” on a dedicated robotaxi for which the company lacks regulatory approval and possibly the technological capability. Investors had expected the company to instead focus on a new, $25,000 model that Musk had promised to go into production before the end of next year.</p><p style=\"text-align: start;\">It wasn’t immediately clear if Tesla’s “more affordable models” pledge was a reference to the long-discussed low-cost car, sometimes dubbed the Model 2. Many investors see that as way to help generate new enthusiasm around its lineup and draw new customers.</p><p style=\"text-align: start;\">“I think we have said all that we will on that front,” Musk said when asked about the affordable models.</p><p>Tesla gave no timeline, but said it’s continuing to pursue a new module-based “unboxed” manufacturing process for its promised robotaxi model. In a reflection of leaner times, Tesla noted those new models will be built on existing manufacturing lines at current factories to maximize capacity and grow “prudently.”</p><p style=\"text-align: start;\">The carmaker remains the dominant EV maker in the US market, but its earnings have been under pressure for several quarters. Tesla’s automotive gross margin — a key measure of profitability — was 16.4% in the first quarter, smaller than the 17.6% Wall Street expected. That’s far from the 30% peak margin it reported at the start of 2022.</p><p>Tesla’s adjusted earnings per share came to 45 cents in the first three months of the year, compared with Wall Street’s expectation of 52 cents a share. Revenue fell 9% to $21.3 billion, according to a statement Tuesday, in line with its first year-over-year drop in deliveries since 2020. That was still short of the $22.3 billion analysts expected.</p><p style=\"text-align: start;\">Meanwhile, Tesla’s global vehicle inventory rose to 28 days, a huge increase from the 15 days at the end of the last quarter. The metric captures how long it takes for a car company to move vehicles off its lots. Tesla sells its cars direct to consumers, and doesn’t have a dealer network.</p><p style=\"text-align: start;\">Tesla isn’t alone in feeling the pinch from a lot of supply chasing waning demand. Average industrywide new vehicle inventories in the US rose to 72 days’ supply at the start of April, according to Cox Automotive. Tesla’s Chief Financial Officer Vaibhav Taneja told investors on the call that the growth in inventories is a temporary setback.</p><p style=\"text-align: start;\">“We expect the inventory build to reverse in the second quarter and free cash flow to return to positive” territory, Taneja said.</p><p style=\"text-align: start;\">The Austin-based EV maker kept its near-term growth expectations in check, saying deliveries may be lower than last year. “In 2024, our vehicle volume growth rate may be notably lower than the growth rate achieved in 2023, as our teams work on the launch of the next generation vehicle and other products,” it said.</p><p style=\"text-align: start;\">Earlier this month, Tesla initiated its largest-ever round of layoffs, cutting more than 10% of positions — though Bloomberg has reported the company may ultimately let go some 20% of its staff. At the same time, two senior executives quit, raising questions about who is in charge of key initiatives. Another executive, Tesla’s head of investor relations, Martin Viecha, said on Tuesday’s call he was resigning.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Shares Rise 13% on Pledge to Launch Cheaper Cars by 2025 After Sales Miss</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Shares Rise 13% on Pledge to Launch Cheaper Cars by 2025 After Sales Miss\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-24 05:50 GMT+8 <a href=https://www.bloomberg.com/news/articles/2024-04-23/tesla-tsla-stumbles-again-as-profit-sales-fall-short-of-estimates?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【Tesla 2024Q1 Earnings Conference Call】Company plans to start making new models before end of 2025EV maker’s first quarter profit, revenue undershoot estimatesTesla Inc. is accelerating the launch of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-04-23/tesla-tsla-stumbles-again-as-profit-sales-fall-short-of-estimates?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2024-04-23/tesla-tsla-stumbles-again-as-profit-sales-fall-short-of-estimates?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101803932","content_text":"【Tesla 2024Q1 Earnings Conference Call】Company plans to start making new models before end of 2025EV maker’s first quarter profit, revenue undershoot estimatesTesla Inc. is accelerating the launch of more affordable models in a bid to arrest a deterioration in its profit margins and sales.The electric-vehicle maker plans to release the cheaper cars by the end of this year or in early next, well ahead of the late-2025 timing it had previously pledged. The Elon Musk-led company has been coping with a sales slump as EV demand falters.Tesla’s shares rose more than 13% after regular trading in New York. The stock tumbled 42% this year through Tuesday’s close, the worst performance in the S&P 500 Index.“We’ve updated our future vehicle line-up to accelerate the launch of new models ahead of the previously mentioned start of production in the second half of 2025. So we expect it to be more like early 2025, if not late this year,” Musk said on a call with analysts.The decision to speed up the debut of cheaper models was welcomed by investors and overshadowed what was otherwise an ugly quarter for the EV market leader. It missed Wall Street’s estimates for earnings, sales and margins, while warning of slow growth throughout the year.The CEO also took a dig at rivals like General Motors Co. and Ford Motor Co., which have paced EV production and moved to reboot their offerings of gas-electric hybrids.“The EV adoption rate globally is under pressure and a lot of other auto manufactures are pulling back on EVs and pursuing plug-in hybrids instead. We believe this is not the right strategy,” he said.Tesla’s own strategy has been muddled for much of 2024. It’s spent the last year slashing prices across its lineup in an effort to boost sales volume, only to find demand for its vehicles slowed.Adding to the company’s woes has been Musk’s abrupt decision to go “balls to the wall” on a dedicated robotaxi for which the company lacks regulatory approval and possibly the technological capability. Investors had expected the company to instead focus on a new, $25,000 model that Musk had promised to go into production before the end of next year.It wasn’t immediately clear if Tesla’s “more affordable models” pledge was a reference to the long-discussed low-cost car, sometimes dubbed the Model 2. Many investors see that as way to help generate new enthusiasm around its lineup and draw new customers.“I think we have said all that we will on that front,” Musk said when asked about the affordable models.Tesla gave no timeline, but said it’s continuing to pursue a new module-based “unboxed” manufacturing process for its promised robotaxi model. In a reflection of leaner times, Tesla noted those new models will be built on existing manufacturing lines at current factories to maximize capacity and grow “prudently.”The carmaker remains the dominant EV maker in the US market, but its earnings have been under pressure for several quarters. Tesla’s automotive gross margin — a key measure of profitability — was 16.4% in the first quarter, smaller than the 17.6% Wall Street expected. That’s far from the 30% peak margin it reported at the start of 2022.Tesla’s adjusted earnings per share came to 45 cents in the first three months of the year, compared with Wall Street’s expectation of 52 cents a share. Revenue fell 9% to $21.3 billion, according to a statement Tuesday, in line with its first year-over-year drop in deliveries since 2020. That was still short of the $22.3 billion analysts expected.Meanwhile, Tesla’s global vehicle inventory rose to 28 days, a huge increase from the 15 days at the end of the last quarter. The metric captures how long it takes for a car company to move vehicles off its lots. Tesla sells its cars direct to consumers, and doesn’t have a dealer network.Tesla isn’t alone in feeling the pinch from a lot of supply chasing waning demand. Average industrywide new vehicle inventories in the US rose to 72 days’ supply at the start of April, according to Cox Automotive. Tesla’s Chief Financial Officer Vaibhav Taneja told investors on the call that the growth in inventories is a temporary setback.“We expect the inventory build to reverse in the second quarter and free cash flow to return to positive” territory, Taneja said.The Austin-based EV maker kept its near-term growth expectations in check, saying deliveries may be lower than last year. “In 2024, our vehicle volume growth rate may be notably lower than the growth rate achieved in 2023, as our teams work on the launch of the next generation vehicle and other products,” it said.Earlier this month, Tesla initiated its largest-ever round of layoffs, cutting more than 10% of positions — though Bloomberg has reported the company may ultimately let go some 20% of its staff. At the same time, two senior executives quit, raising questions about who is in charge of key initiatives. Another executive, Tesla’s head of investor relations, Martin Viecha, said on Tuesday’s call he was resigning.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":200903825158288,"gmtCreate":1690079574225,"gmtModify":1690079578342,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Exiting will help the investors, thank you","listText":"Exiting will help the investors, thank you","text":"Exiting will help the investors, thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/200903825158288","repostId":"1138803532","repostType":4,"repost":{"id":"1138803532","pubTimestamp":1690077687,"share":"https://ttm.financial/m/news/1138803532?lang=&edition=fundamental","pubTime":"2023-07-23 10:01","market":"us","language":"en","title":"Is Cathie Wood Giving Up on Chinese Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138803532","media":"InvestorPlace","summary":"Cathie Wood of Ark Invest fame just revealed a bold move regarding Chinese stocks.The notable investor’sArk Innovation ETF (ARKK) just exited stocks generating revenue from China.Wood is particularly ","content":"<html><head></head><body><ul><li><p>Cathie Wood of <strong>Ark Invest</strong> fame just revealed a bold move regarding Chinese stocks.</p></li><li><p>The notable investor’s<strong> Ark Innovation ETF</strong> (<strong><u>ARKK</u></strong>) just exited stocks generating revenue from China.</p></li><li><p>Wood is particularly worried about China’s real estate market.</p></li></ul><p>One of the most respected voices on Wall Street, Cathie Wood of <strong>Ark Invest</strong> fame recently stated that her flagship <strong>Ark Innovation ETF</strong> (NYSEARCA: <strong><u>ARKK</u></strong>) reduced its exposure to Chinese stocks to zero. Fundamentally, while recognizing positives in the world’s second-largest economy, worries remain about some of its vulnerabilities — particularly China’s real estate market.</p><p style=\"text-align: start;\">At first, Cathie Wood praised China’s impressive restraint regarding Covid-19. While other nations implemented various fiscal and monetary policy initiatives to address the crisis, the Chinese government resisted the temptation of “throwing money at the problem.” Instead, according to Wood, Chinese policymakers were “very disciplined” in their response.</p><p style=\"text-align: start;\">Nevertheless, Wood’s good feelings toward Chinese stocks faded when “Beijing started to tighten its grip on the economy by cracking down on the ultrawealthy and the tech sector.” Most of all, she expressed significant discomfort about China’s real estate market “as the country incurred massive amounts of debt after over a decade of swift expansion.”</p><p style=\"text-align: start;\">“It was responsible for roughly 15 years of double-digit real GDP growth … and growth like that can cover a lot of sins,” Cathie Wood said. She also stressed that China is facing a “day of reckoning” when it comes to its debt load.</p><h2 id=\"id_1782569421\" style=\"text-align: start;\">Cathie Wood Takes a Hard Stance on Chinese Stocks</h2><p style=\"text-align: start;\">As <em>CNBC</em> points out, the Ark Innovation exchange-traded fund used to own shares of <strong>Tencent</strong> (OTCMKTS: TCEHY) and <strong>KE Holdings</strong> (NYSE: BEKE). According to Cathie Wood, her exposure to China and other emerging markets hit about 25% in 2020.</p><p style=\"text-align: start;\">Back then, Wood was encouraged by the country’s discretion, as mentioned earlier. However, policy shifts and economic realities are now forcing a pivot. Wood stated yesterday in a prerecorded investor webinar:</p><blockquote>“As we always do during bear markets, we concentrated our strategies towards our highest conviction names and the Chinese names, in particular, came out one by one as we were concentrating so that now, at least in the flagship strategy, we do have no exposure to China.”</blockquote><p style=\"text-align: start;\">Still, it’s important to realize that Cathie Wood isn’t entirely out of Chinese stocks. According to <em>CNBC</em>, <strong>Ark Fintech Innovation ETF</strong> (NYSEARCA:ARKF) still owns a small stake in <strong>JD.com</strong> (NASDAQ:JD). However, ARKF has also “dumped other Chinese names” like <strong>PDD</strong> (NASDAQ:PDD) and Tencent.</p><p style=\"text-align: start;\">Despite the cautionary outlook for Chinese stocks, Cathie Wood is no permabear, either. Should China overcome its challenging growth recovery journey, she may add back shares.</p><h2 id=\"id_778813334\" style=\"text-align: start;\">Why It Matters</h2><p style=\"text-align: start;\">For what it’s worth, Wood’s flagship fund is no worse for wear. Since the beginning of this year, ARKK has gained more than 55%. Interestingly, ARKF has swung even higher year-to-date (YTD), up more than 60%.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Cathie Wood Giving Up on Chinese Stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Cathie Wood Giving Up on Chinese Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-23 10:01 GMT+8 <a href=https://investorplace.com/2023/07/is-cathie-wood-giving-up-on-chinese-stocks/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood of Ark Invest fame just revealed a bold move regarding Chinese stocks.The notable investor’s Ark Innovation ETF (ARKK) just exited stocks generating revenue from China.Wood is particularly...</p>\n\n<a href=\"https://investorplace.com/2023/07/is-cathie-wood-giving-up-on-chinese-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","JD":"京东"},"source_url":"https://investorplace.com/2023/07/is-cathie-wood-giving-up-on-chinese-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138803532","content_text":"Cathie Wood of Ark Invest fame just revealed a bold move regarding Chinese stocks.The notable investor’s Ark Innovation ETF (ARKK) just exited stocks generating revenue from China.Wood is particularly worried about China’s real estate market.One of the most respected voices on Wall Street, Cathie Wood of Ark Invest fame recently stated that her flagship Ark Innovation ETF (NYSEARCA: ARKK) reduced its exposure to Chinese stocks to zero. Fundamentally, while recognizing positives in the world’s second-largest economy, worries remain about some of its vulnerabilities — particularly China’s real estate market.At first, Cathie Wood praised China’s impressive restraint regarding Covid-19. While other nations implemented various fiscal and monetary policy initiatives to address the crisis, the Chinese government resisted the temptation of “throwing money at the problem.” Instead, according to Wood, Chinese policymakers were “very disciplined” in their response.Nevertheless, Wood’s good feelings toward Chinese stocks faded when “Beijing started to tighten its grip on the economy by cracking down on the ultrawealthy and the tech sector.” Most of all, she expressed significant discomfort about China’s real estate market “as the country incurred massive amounts of debt after over a decade of swift expansion.”“It was responsible for roughly 15 years of double-digit real GDP growth … and growth like that can cover a lot of sins,” Cathie Wood said. She also stressed that China is facing a “day of reckoning” when it comes to its debt load.Cathie Wood Takes a Hard Stance on Chinese StocksAs CNBC points out, the Ark Innovation exchange-traded fund used to own shares of Tencent (OTCMKTS: TCEHY) and KE Holdings (NYSE: BEKE). According to Cathie Wood, her exposure to China and other emerging markets hit about 25% in 2020.Back then, Wood was encouraged by the country’s discretion, as mentioned earlier. However, policy shifts and economic realities are now forcing a pivot. Wood stated yesterday in a prerecorded investor webinar:“As we always do during bear markets, we concentrated our strategies towards our highest conviction names and the Chinese names, in particular, came out one by one as we were concentrating so that now, at least in the flagship strategy, we do have no exposure to China.”Still, it’s important to realize that Cathie Wood isn’t entirely out of Chinese stocks. According to CNBC, Ark Fintech Innovation ETF (NYSEARCA:ARKF) still owns a small stake in JD.com (NASDAQ:JD). However, ARKF has also “dumped other Chinese names” like PDD (NASDAQ:PDD) and Tencent.Despite the cautionary outlook for Chinese stocks, Cathie Wood is no permabear, either. Should China overcome its challenging growth recovery journey, she may add back shares.Why It MattersFor what it’s worth, Wood’s flagship fund is no worse for wear. Since the beginning of this year, ARKK has gained more than 55%. Interestingly, ARKF has swung even higher year-to-date (YTD), up more than 60%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":228849555456056,"gmtCreate":1696898074319,"gmtModify":1696898078698,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Its no problem seeking alpha...both will climb back 4% soon🤩","listText":"Its no problem seeking alpha...both will climb back 4% soon🤩","text":"Its no problem seeking alpha...both will climb back 4% soon🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/228849555456056","repostId":"1196432188","repostType":4,"repost":{"id":"1196432188","pubTimestamp":1696897469,"share":"https://ttm.financial/m/news/1196432188?lang=&edition=fundamental","pubTime":"2023-10-10 08:24","market":"sg","language":"en","title":"Why Did Li Auto, NIO Close Down Over 4% on Monday? Increased Competition","url":"https://stock-news.laohu8.com/highlight/detail?id=1196432188","media":"Seeking Alpha","summary":"Li Auto and NIO closed down, respectively, 4.5% and 4.4% Monday, amid signs of increasing competition in the electric vehicle market.On Oct. 7, Aito, backed by Huawei, said it had received more 50K orders for its restyled M7 model in the less than a month it had gone on sale. The M7 is designed to compete against Li's L7.Separately, XPeng closed down better than 10%. Less than 2 weeks ago, it made a delivery of 750 EVs to Israel, its largest single export of vehicles so far this year.","content":"<html><head></head><body><ul style=\"\"><li><p>Li Auto (NASDAQ: LI) and NIO (NYSE: NIO) closed down, respectively, 4.5% and 4.4% Monday, amid signs of increasing competition in the electric vehicle market.</p></li><li><p>On Oct. 7, Aito, backed by Huawei, said it had received more 50K orders for its restyled M7 model in the less than a month it had gone on sale. The M7 is designed to compete against Li's (LI) L7.</p></li><li><p>Separately, XPeng (XPEV) closed down better than 10%. Less than 2 weeks ago, it made a delivery of 750 EVs to Israel, its largest single export of vehicles so far this year.</p></li></ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Did Li Auto, NIO Close Down Over 4% on Monday? Increased Competition</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Did Li Auto, NIO Close Down Over 4% on Monday? Increased Competition\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-10 08:24 GMT+8 <a href=https://seekingalpha.com/news/4019241-why-did-li-auto-nio-close-down-today-increased-competition><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Li Auto (NASDAQ: LI) and NIO (NYSE: NIO) closed down, respectively, 4.5% and 4.4% Monday, amid signs of increasing competition in the electric vehicle market.On Oct. 7, Aito, backed by Huawei, said it...</p>\n\n<a href=\"https://seekingalpha.com/news/4019241-why-did-li-auto-nio-close-down-today-increased-competition\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","LI":"理想汽车","02015":"理想汽车-W","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/news/4019241-why-did-li-auto-nio-close-down-today-increased-competition","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1196432188","content_text":"Li Auto (NASDAQ: LI) and NIO (NYSE: NIO) closed down, respectively, 4.5% and 4.4% Monday, amid signs of increasing competition in the electric vehicle market.On Oct. 7, Aito, backed by Huawei, said it had received more 50K orders for its restyled M7 model in the less than a month it had gone on sale. The M7 is designed to compete against Li's (LI) L7.Separately, XPeng (XPEV) closed down better than 10%. Less than 2 weeks ago, it made a delivery of 750 EVs to Israel, its largest single export of vehicles so far this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":201346232672376,"gmtCreate":1690187370639,"gmtModify":1690187374677,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Gone with the wind.... ","listText":"Gone with the wind.... ","text":"Gone with the wind....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/201346232672376","repostId":"1160245691","repostType":4,"repost":{"id":"1160245691","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":1690186945,"share":"https://ttm.financial/m/news/1160245691?lang=&edition=fundamental","pubTime":"2023-07-24 16:22","market":"us","language":"en","title":"Tesla Fell Over 2% in Premarket Trading After UBS Downgraded It to Neutral From Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1160245691","media":"Tiger Newspress","summary":"$Tesla Motors(TSLA)$ fell over 2% in premarket trading.It has started offering consumers 84-month auto loans after Elon Musk said the carmaker would “have to do something” about rising interest rates.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> fell over 2% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5721716c93ffcdb8745ed2792eacf482\" title=\"\" tg-width=\"651\" tg-height=\"521\"/></p><p>It has started offering consumers 84-month auto loans after Elon Musk said the carmaker would “have to do something” about rising interest rates.</p><p>Also, it was downgraded to Neutral from Buy at UBS. The analysts, however, raised the price target on the stock to $270 from $220. UBS said for the next 12 months it thinks “upside risk to consensus earnings is very limited with significant volumes from new product (first Cybertruck, then the affordable model) not kicking in before H2/24, and with some initial margin-dilutive impact.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Fell Over 2% in Premarket Trading After UBS Downgraded It to Neutral From 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\">\nTesla Fell Over 2% in Premarket Trading After UBS Downgraded It to Neutral From Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-07-24 16:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> fell over 2% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5721716c93ffcdb8745ed2792eacf482\" title=\"\" tg-width=\"651\" tg-height=\"521\"/></p><p>It has started offering consumers 84-month auto loans after Elon Musk said the carmaker would “have to do something” about rising interest rates.</p><p>Also, it was downgraded to Neutral from Buy at UBS. The analysts, however, raised the price target on the stock to $270 from $220. UBS said for the next 12 months it thinks “upside risk to consensus earnings is very limited with significant volumes from new product (first Cybertruck, then the affordable model) not kicking in before H2/24, and with some initial margin-dilutive impact.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160245691","content_text":"Tesla Motors fell over 2% in premarket trading.It has started offering consumers 84-month auto loans after Elon Musk said the carmaker would “have to do something” about rising interest rates.Also, it was downgraded to Neutral from Buy at UBS. The analysts, however, raised the price target on the stock to $270 from $220. UBS said for the next 12 months it thinks “upside risk to consensus earnings is very limited with significant volumes from new product (first Cybertruck, then the affordable model) not kicking in before H2/24, and with some initial margin-dilutive impact.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":228834168742128,"gmtCreate":1696894202479,"gmtModify":1696894207187,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Live stream swap counting, its proven to work implementing swap stations👍","listText":"Live stream swap counting, its proven to work implementing swap stations👍","text":"Live stream swap counting, its proven to work implementing swap stations👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/228834168742128","repostId":"2374718549","repostType":2,"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":215177794212080,"gmtCreate":1693550072222,"gmtModify":1693550077465,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"GM Ford Volkswagen BMW Merc BYD NiO Honda Toyota Kia Hyundai all snoozing? Still In Techno land? 🤭","listText":"GM Ford Volkswagen BMW Merc BYD NiO Honda Toyota Kia Hyundai all snoozing? Still In Techno land? 🤭","text":"GM Ford Volkswagen BMW Merc BYD NiO Honda Toyota Kia Hyundai all snoozing? Still In Techno land? 🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/215177794212080","repostId":"2363162264","repostType":4,"repost":{"id":"2363162264","pubTimestamp":1693545521,"share":"https://ttm.financial/m/news/2363162264?lang=&edition=fundamental","pubTime":"2023-09-01 13:18","market":"us","language":"en","title":"Tesla Stock Could Soar 1,025% to Achieve a $9 Trillion Valuation, According to Elon Musk","url":"https://stock-news.laohu8.com/highlight/detail?id=2363162264","media":"Motley Fool","summary":"Elon Musk claims Tesla shareholders who buy and hold could see monster returns in the years ahead.","content":"<html><head></head><body><p><strong>Tesla</strong> CEO Elon Musk has never shied away from bold predictions. Last year, he said Tesla would eventually eclipse the combined value of <strong>Apple</strong> and oil giant Saudi Aramco, which implied a valuation north of $4 trillion at the time. But Musk dialed up his conviction during the latest earnings call with the pronouncement that Tesla could grow fivefold or even tenfold in value.</p><p>Here's how that breaks down: Tesla was worth $924 billion on the day of the earnings call, so Musk implied a future valuation of as high as $9.24 trillion. But shares have slipped about 12% since the call took place, so if Musk is reading the tea leaves correctly, Tesla stock could soar about 1,025% from its current price.</p><p>Is the stock worth buying?</p><h2 id=\"id_3090676106\">Tesla is prioritizing vehicle volume over margins</h2><p>Tesla topped expectations on the top and bottom lines in the second quarter. Revenue climbed 47% year over year to $24.9 billion, and generally accepted accounting principles (GAAP) net income increased 20% to $2.7 billion.</p><p>But Wall Street fixated on margin compression. Tesla reported an operating margin of 16.8% last year, the highest among volume carmakers, but that metric fell to 9.6% in the second quarter as the company cut vehicle prices to stimulate demand amid challenging economic conditions.</p><p>Given the choice, management would make the same decision again, rationalizing that it makes sense to prioritize volume right now because autonomous driving technology will ultimately be the primary source of profitability. To quote Musk, "It's better to ship a large number of cars at a lower margin, and subsequently harvest that margin in the future as we perfect autonomy."</p><p>Going forward, the bull case for Tesla centers on two large opportunities: electric vehicles and autonomous driving technology (which includes full self-driving (FSD) software and robotaxi services).</p><h2 id=\"id_1936821485\">Tesla is the market leader in battery electric vehicles</h2><p>Tesla gained market share in battery electric vehicles (BEVs) through the first half of 2023, due in part to the Model Y becoming the best-selling vehicle of any kind in the first quarter. The company accounted for 21.8% of BEV sales through June, up from 19% in the same period last year, and nearly seven percentage points ahead of its closest competitor.</p><p>Better yet, Tesla still has one of the highest operating margins in the auto industry, and Musk attributes that success to manufacturing prowess and innovation. For example, Tesla produces battery packs (the most expensive component of an electric car) at a lower cost per kilowatt-hour than other automakers, and its leadership is expected to last through the decade, according to Cairn Energy Research Advisors.</p><p>Tesla plans to press its advantage with a potentially revolutionary assembly process at Gigafactory Mexico, where vehicle production will begin in 2025. The so-called "unboxed" assembly process could cut manufacturing costs in half and reduce factory footprint by 40%, according to Reuters.</p><p>Suffice it to say, Tesla has a strong foothold in the electric car market, which bodes well for shareholders. Precedence Research says electric vehicle sales will increase by 23% annually to reach $1.7 trillion by 2032.</p><h2 id=\"id_2698458838\">Tesla is a front-runner in autonomous driving technology</h2><p>Tesla is arguably a leader in the race to build a truly autonomous car. The company has far more autopilot-enabled vehicles on the road today, so its autonomous driving data eclipses that of all other automakers combined. And more data theoretically means superior artificial intelligence (AI) software.</p><p>In this case, that means FSD software, a product that creates three new revenue streams for Tesla. First, FSD can already be sold directly to drivers, and demand should increase as the product improves. Second, FSD can be licensed to other automakers, and Musk says the company is currently discussing that option with a major manufacturer. Third, once perfected, FSD software will power the dedicated robotaxi Tesla plans to mass-produce next year.</p><p>For context, Precedence Research says the autonomous vehicle market will increase at 35% annually to hit $2.4 trillion by 2032, and Cathie Wood's Ark Invest says robotaxi taxi platforms could generate $9 trillion in annual revenue by the end of the decade. Those revenue streams could have a profound impact on profitability. Musk recently told CNBC's David Faber that robotaxis could boost gross margin to 70%, an astonishing leap from 18.2% in the most recent quarter.</p><h2 id=\"id_3257728034\">Elon Musk is not alone in making bold predictions about Tesla</h2><p>Earlier this year, Ark Invest published a valuation model positing colossal returns for Tesla shareholders. It detailed a bear scenario and a bull scenario, valuing the company at $4.4 trillion and $7.9 trillion, respectively, by 2027.</p><p>Similarly, tech analyst Gene Munster recently told CNBC that Tesla and <strong>Alphabet</strong>'s Waymo were the two companies best positioned to benefit from self-driving cars. That bullish take aligns with past commentary, including his prediction that Tesla could be worth $2.5 trillion by 2026.</p><p>So Musk is not alone in making bold predictions, but investors should never put too much weight on such prognostications. They will be better off focusing on hard facts. Tesla has a strong competitive position in several multitrillion-dollar markets, and its valuation could rise substantially if all goes according to plan in the future. Investors simply need to answer this question: Can Tesla successfully pivot into FSD software and robotaxi services?</p><p>Those who find that idea farfetched should avoid the stock. But those who believe Tesla could disrupt the transportation and mobility industries with autonomy should feel comfortable buying the stock today. Shares currently trade at 9.5 times sales, a discount to the three-year average of 16 times sales, and a very reasonable multiple for a software and services company.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Could Soar 1,025% to Achieve a $9 Trillion Valuation, According to Elon Musk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Could Soar 1,025% to Achieve a $9 Trillion Valuation, According to Elon Musk\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-01 13:18 GMT+8 <a href=https://www.fool.com/investing/2023/08/31/tesla-stock-can-soar-1025-to-9-trillion-elon-musk/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla CEO Elon Musk has never shied away from bold predictions. Last year, he said Tesla would eventually eclipse the combined value of Apple and oil giant Saudi Aramco, which implied a valuation ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/31/tesla-stock-can-soar-1025-to-9-trillion-elon-musk/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4534":"瑞士信贷持仓","LU2063271972.USD":"富兰克林创新领域基金","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4588":"碎股","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4099":"汽车制造商","BK4581":"高盛持仓","TSLA":"特斯拉","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4511":"特斯拉概念","BK4551":"寇图资本持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4592":"伊斯兰概念","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4550":"红杉资本持仓","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4527":"明星科技股","LU0082616367.USD":"摩根大通美国科技A(dist)","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4585":"ETF&股票定投概念"},"source_url":"https://www.fool.com/investing/2023/08/31/tesla-stock-can-soar-1025-to-9-trillion-elon-musk/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2363162264","content_text":"Tesla CEO Elon Musk has never shied away from bold predictions. Last year, he said Tesla would eventually eclipse the combined value of Apple and oil giant Saudi Aramco, which implied a valuation north of $4 trillion at the time. But Musk dialed up his conviction during the latest earnings call with the pronouncement that Tesla could grow fivefold or even tenfold in value.Here's how that breaks down: Tesla was worth $924 billion on the day of the earnings call, so Musk implied a future valuation of as high as $9.24 trillion. But shares have slipped about 12% since the call took place, so if Musk is reading the tea leaves correctly, Tesla stock could soar about 1,025% from its current price.Is the stock worth buying?Tesla is prioritizing vehicle volume over marginsTesla topped expectations on the top and bottom lines in the second quarter. Revenue climbed 47% year over year to $24.9 billion, and generally accepted accounting principles (GAAP) net income increased 20% to $2.7 billion.But Wall Street fixated on margin compression. Tesla reported an operating margin of 16.8% last year, the highest among volume carmakers, but that metric fell to 9.6% in the second quarter as the company cut vehicle prices to stimulate demand amid challenging economic conditions.Given the choice, management would make the same decision again, rationalizing that it makes sense to prioritize volume right now because autonomous driving technology will ultimately be the primary source of profitability. To quote Musk, \"It's better to ship a large number of cars at a lower margin, and subsequently harvest that margin in the future as we perfect autonomy.\"Going forward, the bull case for Tesla centers on two large opportunities: electric vehicles and autonomous driving technology (which includes full self-driving (FSD) software and robotaxi services).Tesla is the market leader in battery electric vehiclesTesla gained market share in battery electric vehicles (BEVs) through the first half of 2023, due in part to the Model Y becoming the best-selling vehicle of any kind in the first quarter. The company accounted for 21.8% of BEV sales through June, up from 19% in the same period last year, and nearly seven percentage points ahead of its closest competitor.Better yet, Tesla still has one of the highest operating margins in the auto industry, and Musk attributes that success to manufacturing prowess and innovation. For example, Tesla produces battery packs (the most expensive component of an electric car) at a lower cost per kilowatt-hour than other automakers, and its leadership is expected to last through the decade, according to Cairn Energy Research Advisors.Tesla plans to press its advantage with a potentially revolutionary assembly process at Gigafactory Mexico, where vehicle production will begin in 2025. The so-called \"unboxed\" assembly process could cut manufacturing costs in half and reduce factory footprint by 40%, according to Reuters.Suffice it to say, Tesla has a strong foothold in the electric car market, which bodes well for shareholders. Precedence Research says electric vehicle sales will increase by 23% annually to reach $1.7 trillion by 2032.Tesla is a front-runner in autonomous driving technologyTesla is arguably a leader in the race to build a truly autonomous car. The company has far more autopilot-enabled vehicles on the road today, so its autonomous driving data eclipses that of all other automakers combined. And more data theoretically means superior artificial intelligence (AI) software.In this case, that means FSD software, a product that creates three new revenue streams for Tesla. First, FSD can already be sold directly to drivers, and demand should increase as the product improves. Second, FSD can be licensed to other automakers, and Musk says the company is currently discussing that option with a major manufacturer. Third, once perfected, FSD software will power the dedicated robotaxi Tesla plans to mass-produce next year.For context, Precedence Research says the autonomous vehicle market will increase at 35% annually to hit $2.4 trillion by 2032, and Cathie Wood's Ark Invest says robotaxi taxi platforms could generate $9 trillion in annual revenue by the end of the decade. Those revenue streams could have a profound impact on profitability. Musk recently told CNBC's David Faber that robotaxis could boost gross margin to 70%, an astonishing leap from 18.2% in the most recent quarter.Elon Musk is not alone in making bold predictions about TeslaEarlier this year, Ark Invest published a valuation model positing colossal returns for Tesla shareholders. It detailed a bear scenario and a bull scenario, valuing the company at $4.4 trillion and $7.9 trillion, respectively, by 2027.Similarly, tech analyst Gene Munster recently told CNBC that Tesla and Alphabet's Waymo were the two companies best positioned to benefit from self-driving cars. That bullish take aligns with past commentary, including his prediction that Tesla could be worth $2.5 trillion by 2026.So Musk is not alone in making bold predictions, but investors should never put too much weight on such prognostications. They will be better off focusing on hard facts. Tesla has a strong competitive position in several multitrillion-dollar markets, and its valuation could rise substantially if all goes according to plan in the future. Investors simply need to answer this question: Can Tesla successfully pivot into FSD software and robotaxi services?Those who find that idea farfetched should avoid the stock. But those who believe Tesla could disrupt the transportation and mobility industries with autonomy should feel comfortable buying the stock today. Shares currently trade at 9.5 times sales, a discount to the three-year average of 16 times sales, and a very reasonable multiple for a software and services company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198475463753768,"gmtCreate":1689490283604,"gmtModify":1689490288044,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Why NiO delivered 10707 on June and asking investors to sell? Obviously on the opposite. Investors' take this as leisure reading. But writer is correct for Lucid and Rivian 👍","listText":"Why NiO delivered 10707 on June and asking investors to sell? Obviously on the opposite. Investors' take this as leisure reading. But writer is correct for Lucid and Rivian 👍","text":"Why NiO delivered 10707 on June and asking investors to sell? Obviously on the opposite. Investors' take this as leisure reading. But writer is correct for Lucid and Rivian 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198475463753768","repostId":"2351261972","repostType":4,"repost":{"id":"2351261972","pubTimestamp":1689487615,"share":"https://ttm.financial/m/news/2351261972?lang=&edition=fundamental","pubTime":"2023-07-16 14:06","market":"us","language":"en","title":"3 EV Stocks to Sell in July","url":"https://stock-news.laohu8.com/highlight/detail?id=2351261972","media":"InvestorPlace","summary":"For investors looking to sell EV stocks in July, these three companies should top their list thanks to their risky, unsustainable businesses.","content":"<html><head></head><body><ul><li><p>The EV market is heavily saturated, and with only a handful of quality picks, July could be the time to sell EV stocks.</p></li><li><p><strong>Lucid (<u>LCID</u>): </strong>The company is already down more than 50% this year and could fall further if demand doesn’t pick up.</p></li><li><p><strong>Nio (<u>NIO</u>): </strong>This EV maker was a promising Chinese EV play, but supply chain issues and stagnant demand has made it a risky choice.</p></li><li><p><strong>Rivian (<u>RIVN</u>): </strong>This firm has become a cash-burning machine that is worth abandoning as soon as possible. </p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/22e88555c9a0379914eac5df01bc4783\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: Marco Allasio / Shutterstock.com</p><p>No one doubts that electric vehicles are the next big shift. But not all companies who make them are created equally. In fact, it’s best to avoid plenty of EV stocks.</p><p>We’ve known for quite some time that EVs would be an integral part in the push toward net zero. And that’s meant plenty of EV makers have sprung up around the world.</p><p>Trouble is, there won’t be room for everyone at the table. We can also anticipate some duds falling off a cliff. But a clear path to profitability is key. If cash is tight, demand needs to be strong as an indication the company can make it. </p><p>However, the current economic conditions suggest carmakers of any kind could be in trouble, prompting some to sell EV stocks in July. While many people are keen to trim their carbon footprint, splashing out on an expensive new car isn’t going to be a top priority.</p><p>Shaky market plus tons of competition doesn’t bode well for EV makers that haven’t quite figured out how profit at scale. With that in mind, now’s a good time to dump risky EV stocks that may not make it through this period of instability. </p><h2 id=\"id_559979343\">Lucid (NASDAQ:LCID)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31132b82f46dcfb38b51b5e8c6f8a8c1\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: T. Schneider / Shutterstock</p><p>For investors who want to sell EV stocks in July, <strong>Lucid <u>(NASDAQ:LCID)</u></strong> probably ranks toward the top of the list.</p><p>Lucid is a Saudi Arabian-backed startup that had promising growth prospects once upon a time. But the current market conditions have all but crushed the group’s potential. The most recent results showed a decline in production thanks to ongoing supply chain issues. At the same time, deliveries remained flat as a result of lackluster demand.</p><p>Lucid positioned itself as a luxury-car maker with its sedans starting just shy of $88,000. That puts the group squarely in Tesla’s market, and it’s struggling to compete. Many believe the company will need to trim its prices in order to prop up demand. But doing so would erode both margins and brand power.</p><p>In a bid to create new revenue streams, the group’s inked a deal with Aston Martin to license its EV technology. This is a strong move, but not necessarily a lifeline. Aston Martin is light-years behind in building electric offerings. </p><h2 id=\"id_667283884\">Nio (NYSE:NIO)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7f1d28cbadc487e2171c6bfc6575ffde\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: J1TTO / Shutterstock.com</p><p>EV maker <strong>Nio</strong> (<strong><u>NYSE:NIO</u></strong>) is facing a difficult position because of China’s zero-Covid-19 policy over the past few years. It clearly <strong>put of a damper on its growth</strong>.</p><p>China is home to some of the riskier EV stocks, though there are many reasons that being a Chinese EV stock is an advantage. China’s air quality issues mean the country is a leader when it comes to EV adoption, so the home market is strong. The nation’s middle class is growing, so the addressable market has been steadily increasing.</p><p>Nio has seen its production growth start to falter and <strong>deliveries have been relatively flat</strong> for about a year. This disappointed investors who had seen Nio’s wide array of SUVs and sedans supporting strong production growth post-Covid.</p><p>While Chinese Covid-19 policy has eased, it’s still a risky place to operate. The zero-Covid strategy meaningfully damaged economic growth. No one knows whether similar restrictions could crop up again. Plus, the ongoing tension between the U.S. and China has many worried that Nio could <strong>eventually be delisted.</strong> This would only add another significant layer of risk.</p><h2 id=\"id_3221693324\">Rivian (NASDAQ:RIVN)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83927f5ed085b0a9c4b09090a988f5f2\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Frank Briend / Shutterstock.com</p><p>For those looking to sell EV stocks in July, <strong>Rivian (<u>NASDAQ:RIVN</u>)</strong> should be somewhere near the top of the list.</p><p>Rivian is a classic example of an unsustainable business model that’s been buoyed by the era of cheap capital. In some cases, this easy access to cash can get a new business off the ground and put it in a position to stand on its own two feet. But as the economic cycle turns toward a more difficult era, Rivian isn’t quite there. </p><p>Rivian’s been plagued by supply chain issues that meant its production volume has fallen far short of estimates. But there are deeper issues as well. The company’s ambition was to rush out a host of different EV models, including a platform of lower-cost vehicles. While access to a ton of cash would have propelled this plan, the manufacturing know-how can only be earned over time.</p><p>Ultimately, Rivian is contending with a complex supply chain full of pitfalls. So it’s hard to imagine that as we head into a more challenging economic cycle that Rivian will have the continuing cash to burn. </p></body></html>","source":"investorplace_stock_picks","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>3 EV Stocks to Sell in July</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\">\n3 EV Stocks to Sell in July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-16 14:06 GMT+8 <a href=https://investorplace.com/2023/07/3-ev-stocks-to-sell-in-july/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The EV market is heavily saturated, and with only a handful of quality picks, July could be the time to sell EV stocks.Lucid (LCID): The company is already down more than 50% this year and could fall ...</p>\n\n<a href=\"https://investorplace.com/2023/07/3-ev-stocks-to-sell-in-july/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4551":"寇图资本持仓",".IXIC":"NASDAQ Composite","BK4574":"无人驾驶","BK4581":"高盛持仓","QID":"纳指两倍做空ETF","BK4509":"腾讯概念","BK4548":"巴美列捷福持仓","BK6125":"汽车制造商","BK4534":"瑞士信贷持仓","BK4531":"中概回港概念","SQQQ":"纳指三倍做空ETF","NIO":"蔚来","BK4532":"文艺复兴科技持仓","LCID":"Lucid Group Inc","QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF","BK4585":"ETF&股票定投概念","RIVN":"Rivian Automotive, Inc.","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4555":"新能源车","NIO.SI":"蔚来","BK4099":"汽车制造商","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","TQQQ":"纳指三倍做多ETF","BK4504":"桥水持仓","09866":"蔚来-SW","BK4505":"高瓴资本持仓","BK4588":"碎股","QQQ":"纳指100ETF","BK4526":"热门中概股"},"source_url":"https://investorplace.com/2023/07/3-ev-stocks-to-sell-in-july/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2351261972","content_text":"The EV market is heavily saturated, and with only a handful of quality picks, July could be the time to sell EV stocks.Lucid (LCID): The company is already down more than 50% this year and could fall further if demand doesn’t pick up.Nio (NIO): This EV maker was a promising Chinese EV play, but supply chain issues and stagnant demand has made it a risky choice.Rivian (RIVN): This firm has become a cash-burning machine that is worth abandoning as soon as possible. Source: Marco Allasio / Shutterstock.comNo one doubts that electric vehicles are the next big shift. But not all companies who make them are created equally. In fact, it’s best to avoid plenty of EV stocks.We’ve known for quite some time that EVs would be an integral part in the push toward net zero. And that’s meant plenty of EV makers have sprung up around the world.Trouble is, there won’t be room for everyone at the table. We can also anticipate some duds falling off a cliff. But a clear path to profitability is key. If cash is tight, demand needs to be strong as an indication the company can make it. However, the current economic conditions suggest carmakers of any kind could be in trouble, prompting some to sell EV stocks in July. While many people are keen to trim their carbon footprint, splashing out on an expensive new car isn’t going to be a top priority.Shaky market plus tons of competition doesn’t bode well for EV makers that haven’t quite figured out how profit at scale. With that in mind, now’s a good time to dump risky EV stocks that may not make it through this period of instability. Lucid (NASDAQ:LCID)Source: T. Schneider / ShutterstockFor investors who want to sell EV stocks in July, Lucid (NASDAQ:LCID) probably ranks toward the top of the list.Lucid is a Saudi Arabian-backed startup that had promising growth prospects once upon a time. But the current market conditions have all but crushed the group’s potential. The most recent results showed a decline in production thanks to ongoing supply chain issues. At the same time, deliveries remained flat as a result of lackluster demand.Lucid positioned itself as a luxury-car maker with its sedans starting just shy of $88,000. That puts the group squarely in Tesla’s market, and it’s struggling to compete. Many believe the company will need to trim its prices in order to prop up demand. But doing so would erode both margins and brand power.In a bid to create new revenue streams, the group’s inked a deal with Aston Martin to license its EV technology. This is a strong move, but not necessarily a lifeline. Aston Martin is light-years behind in building electric offerings. Nio (NYSE:NIO)Source: J1TTO / Shutterstock.comEV maker Nio (NYSE:NIO) is facing a difficult position because of China’s zero-Covid-19 policy over the past few years. It clearly put of a damper on its growth.China is home to some of the riskier EV stocks, though there are many reasons that being a Chinese EV stock is an advantage. China’s air quality issues mean the country is a leader when it comes to EV adoption, so the home market is strong. The nation’s middle class is growing, so the addressable market has been steadily increasing.Nio has seen its production growth start to falter and deliveries have been relatively flat for about a year. This disappointed investors who had seen Nio’s wide array of SUVs and sedans supporting strong production growth post-Covid.While Chinese Covid-19 policy has eased, it’s still a risky place to operate. The zero-Covid strategy meaningfully damaged economic growth. No one knows whether similar restrictions could crop up again. Plus, the ongoing tension between the U.S. and China has many worried that Nio could eventually be delisted. This would only add another significant layer of risk.Rivian (NASDAQ:RIVN)Source: Frank Briend / Shutterstock.comFor those looking to sell EV stocks in July, Rivian (NASDAQ:RIVN) should be somewhere near the top of the list.Rivian is a classic example of an unsustainable business model that’s been buoyed by the era of cheap capital. In some cases, this easy access to cash can get a new business off the ground and put it in a position to stand on its own two feet. But as the economic cycle turns toward a more difficult era, Rivian isn’t quite there. Rivian’s been plagued by supply chain issues that meant its production volume has fallen far short of estimates. But there are deeper issues as well. The company’s ambition was to rush out a host of different EV models, including a platform of lower-cost vehicles. While access to a ton of cash would have propelled this plan, the manufacturing know-how can only be earned over time.Ultimately, Rivian is contending with a complex supply chain full of pitfalls. So it’s hard to imagine that as we head into a more challenging economic cycle that Rivian will have the continuing cash to burn.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940035237,"gmtCreate":1677592361029,"gmtModify":1677592365549,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"NiO its coming....","listText":"NiO its coming....","text":"NiO its coming....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940035237","repostId":"2314578086","repostType":4,"repost":{"id":"2314578086","pubTimestamp":1677598147,"share":"https://ttm.financial/m/news/2314578086?lang=&edition=fundamental","pubTime":"2023-02-28 23:29","market":"us","language":"en","title":"3 No-Brainer Stocks to Buy With $50 Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2314578086","media":"Motley Fool","summary":"You don't need a gigantic stack of cash to build wealth on Wall Street.","content":"<html><head></head><body><p>The past 14 months have reminded investors the stock market doesn't move up in a straight line. Since the beginning of 2022, the <b>Dow Jones Industrial Average</b>, <b>S&P 500</b>, and <b>Nasdaq Composite</b> have all fallen into respective bear markets.</p><p>However, there is light at the end of the tunnel. Despite not being able to precisely predict when bear markets will occur, how long they'll last, or where the bottom will be, investors do know that every bear market decline throughout history has eventually been completely recouped (and then some) by a bull market. For long-term investors, it means they have a green light to put their money to work whenever the stock market plunges.</p><p>Perhaps best of all, you won't need a mountain of money to build wealth on Wall Street. Since most online brokerages have done away with commissions and minimum deposit requirements, any amount of money -- even $50 -- can be the perfect amount to invest.</p><p>If you have $50 ready to put to work right now, which won't be needed at any point over the next couple of years to pay bills or cover emergencies, the following three stocks stand out as no-brainer buys.</p><h2><a href=\"https://laohu8.com/S/NIO\">Nio</a></h2><p>The first surefire stock patient investors can buy with just $50 right now is China-based electric-vehicle (EV) manufacturer <a href=\"https://laohu8.com/S/NIO\">Nio</a>.</p><p>Nio is certainly a stock that investors are going to want to buy with the expectation of holding five or more years. Nio has the potential to be one of the key players that transforms China's EV industry, but it's not going to be without its speed bumps.</p><p>For the past three years, China's COVID-19 mitigation strategy led to unpredictable lockdowns, parts supply shortages, and consumer demand ebbs and flows. This strategy slowed China's economic growth and delayed Nio's ability to ramp up its production. These supply chain issues won't be resolved overnight.</p><p>However, China abandoned its zero-COVID strategy three months ago, which is going to steadily reopen and normalize China's economy. Over time, this should allow Nio to rapidly increase its output to closer to 50,000 EVs per month. For some context, the company delivered more than 10,000 EVs in each of the seven months leading up to January (January production tapers due to factory closures tied to Chinese New Year).</p><p>Nio's innovation is what's truly impressive. It's been introducing at least one new EV annually for years, and its sedans appear to be a big hit with China's middle- and upper-income consumers. The ET7 and ET5, which rolled into showrooms last year, offer battery upgrades that can expand their driving range to an estimated 621 miles (1,000 kilometers). That's nearly double the standard range of <b>Tesla</b>'s flagship Model 3 sedan.</p><p>Nio's out-of-the-box innovation is just as eye-opening. The company's battery-as-a-service subscription allows buyers to charge, swap, and upgrade their batteries at more than 1,300 Power Swap stations and over 1,200 Power Charger stations, as well as receive a discount on the purchase price of their EV. In exchange for giving up a little low-margin revenue now, Nio locks customers into a high-margin, recurring revenue subscription that'll keep them loyal to the brand.</p><h2><a href=\"https://laohu8.com/S/PINS\">Pinterest</a></h2><p>A second stock that stands out as a no-brainer buy with $50 right now is social media company <b>Pinterest.</b></p><p>Like Nio, Pinterest is contending with some short-term headwinds. The biggest of these issues is weaker ad spending, which is a reflection of businesses expecting the U.S. economy to either fall into a recession or weaken considerably as interest rates rise. Since Pinterest is an ad-reliant business, it's not a surprise to see its revenue growth slowing a bit over the past couple of quarters.</p><p>Despite this short-term slowdown, many of Pinterest's key performance indicators are still promising. After a pandemic-related pop and subsequent drop in monthly active users (MAUs), Pinterest's MAUs are, once again, climbing. Panning out five years shows a relatively steady increase in active users.</p><p>More importantly, advertisers are clearly willing to pay a premium to get their message(s) in front of Pinterest's 450 million potential shoppers. Even though the company's MAU count grew by a modest 4% in 2022 from the prior-year period, average revenue per user (ARPU) jumped 10% globally last year, with even higher ARPU growth registered outside the U.S. (sans Europe). Pinterest has never had an issue monetizing its user base.</p><p>Something else critically important about Pinterest's operating model is that it doesn't require data-tracking tools to be successful. The entire premise of Pinterest's platform is to have its users willingly share the things, places, and services that interest them on their boards. While declining data-tracking tools might hurt other social media sites, Pinterest can help merchants target customers with ease.</p><p>To build on this point, it also sets the company up to become a leading e-commerce player at some point this decade. It's just the tip of the iceberg when it comes to Pinterest's innovation. That's what makes this cash-rich and consistently profitable social media stock a screaming buy.</p><h2><a href=\"https://laohu8.com/S/BAC\">Bank of America</a></h2><p>The third stock that makes for a no-brainer buy right now with $50 is financial juggernaut <b>Bank of America</b>.</p><p>Investors usually don't buy into bank stocks when the U.S. economy looks to be on the verge of a recession. Banks are cyclical, and therefore prone to higher loan losses during recessions. Additionally, the Federal Reserve often lowers interest rates to spur lending activity during a recession, which means lower net-interest-income-earning potential for banks. But this time is different.</p><p>The U.S. inflation rate hit a more than 40-year high in June 2022, and the nation's central bank is solely focused on taming the rate of price increases for goods and services. It's accomplishing this by raising interest rates at the fastest pace in four decades. Even if the U.S. economy falls into a recession, the benefit of more net interest income from Bank of America's variable-rate outstanding loans should more than offset loan losses. In other words, bank stocks can grow their earnings during a recession.</p><p>However, Bank of America isn't just any old bank stock. It's the most interest-sensitive of all the domestic money-center banks. During the fourth quarter, BofA's net interest income grew $3.3 billion from the prior-year period to $14.8 billion. Take note that the Federal Reserve isn't done increasing interest rates yet, either.</p><p>Although Bank of America is typically viewed as something of a dinosaur among U.S. banks, it's stealthily done a good job of investing in digitization initiatives and encouraging its customers to bank online or via mobile app. BofA ended 2022 with 44 million active digital users and saw almost half of all sales completed online or via mobile app. As more of its customer base shifts to digital transactions, BofA will have the opportunity to lower its operating expenses by consolidating some of its physical branches.</p><p>Lastly, don't overlook Bank of America's capital-return program. During bull markets, it's not uncommon for BofA to return in excess of $20 billion annually to investors via share buybacks and its dividend. At a multiple of 9 times Wall Street's forward-year consensus earnings, Bank of America is a deal.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 No-Brainer Stocks to Buy With $50 Right Now</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\">\n3 No-Brainer Stocks to Buy With $50 Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-28 23:29 GMT+8 <a href=https://www.fool.com/investing/2023/02/28/3-no-brainer-stocks-to-buy-with-50-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The past 14 months have reminded investors the stock market doesn't move up in a straight line. Since the beginning of 2022, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have all ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/28/3-no-brainer-stocks-to-buy-with-50-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4207":"综合性银行","LU0971096721.USD":"富达环球金融服务 A","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","BK4504":"桥水持仓","BK4581":"高盛持仓","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BAC":"美国银行","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4553":"喜马拉雅资本持仓","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","PINS":"Pinterest, Inc.","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","NIO":"蔚来","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0106831901.USD":"贝莱德世界金融基金A2","BK4559":"巴菲特持仓","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4588":"碎股"},"source_url":"https://www.fool.com/investing/2023/02/28/3-no-brainer-stocks-to-buy-with-50-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2314578086","content_text":"The past 14 months have reminded investors the stock market doesn't move up in a straight line. Since the beginning of 2022, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have all fallen into respective bear markets.However, there is light at the end of the tunnel. Despite not being able to precisely predict when bear markets will occur, how long they'll last, or where the bottom will be, investors do know that every bear market decline throughout history has eventually been completely recouped (and then some) by a bull market. For long-term investors, it means they have a green light to put their money to work whenever the stock market plunges.Perhaps best of all, you won't need a mountain of money to build wealth on Wall Street. Since most online brokerages have done away with commissions and minimum deposit requirements, any amount of money -- even $50 -- can be the perfect amount to invest.If you have $50 ready to put to work right now, which won't be needed at any point over the next couple of years to pay bills or cover emergencies, the following three stocks stand out as no-brainer buys.NioThe first surefire stock patient investors can buy with just $50 right now is China-based electric-vehicle (EV) manufacturer Nio.Nio is certainly a stock that investors are going to want to buy with the expectation of holding five or more years. Nio has the potential to be one of the key players that transforms China's EV industry, but it's not going to be without its speed bumps.For the past three years, China's COVID-19 mitigation strategy led to unpredictable lockdowns, parts supply shortages, and consumer demand ebbs and flows. This strategy slowed China's economic growth and delayed Nio's ability to ramp up its production. These supply chain issues won't be resolved overnight.However, China abandoned its zero-COVID strategy three months ago, which is going to steadily reopen and normalize China's economy. Over time, this should allow Nio to rapidly increase its output to closer to 50,000 EVs per month. For some context, the company delivered more than 10,000 EVs in each of the seven months leading up to January (January production tapers due to factory closures tied to Chinese New Year).Nio's innovation is what's truly impressive. It's been introducing at least one new EV annually for years, and its sedans appear to be a big hit with China's middle- and upper-income consumers. The ET7 and ET5, which rolled into showrooms last year, offer battery upgrades that can expand their driving range to an estimated 621 miles (1,000 kilometers). That's nearly double the standard range of Tesla's flagship Model 3 sedan.Nio's out-of-the-box innovation is just as eye-opening. The company's battery-as-a-service subscription allows buyers to charge, swap, and upgrade their batteries at more than 1,300 Power Swap stations and over 1,200 Power Charger stations, as well as receive a discount on the purchase price of their EV. In exchange for giving up a little low-margin revenue now, Nio locks customers into a high-margin, recurring revenue subscription that'll keep them loyal to the brand.PinterestA second stock that stands out as a no-brainer buy with $50 right now is social media company Pinterest.Like Nio, Pinterest is contending with some short-term headwinds. The biggest of these issues is weaker ad spending, which is a reflection of businesses expecting the U.S. economy to either fall into a recession or weaken considerably as interest rates rise. Since Pinterest is an ad-reliant business, it's not a surprise to see its revenue growth slowing a bit over the past couple of quarters.Despite this short-term slowdown, many of Pinterest's key performance indicators are still promising. After a pandemic-related pop and subsequent drop in monthly active users (MAUs), Pinterest's MAUs are, once again, climbing. Panning out five years shows a relatively steady increase in active users.More importantly, advertisers are clearly willing to pay a premium to get their message(s) in front of Pinterest's 450 million potential shoppers. Even though the company's MAU count grew by a modest 4% in 2022 from the prior-year period, average revenue per user (ARPU) jumped 10% globally last year, with even higher ARPU growth registered outside the U.S. (sans Europe). Pinterest has never had an issue monetizing its user base.Something else critically important about Pinterest's operating model is that it doesn't require data-tracking tools to be successful. The entire premise of Pinterest's platform is to have its users willingly share the things, places, and services that interest them on their boards. While declining data-tracking tools might hurt other social media sites, Pinterest can help merchants target customers with ease.To build on this point, it also sets the company up to become a leading e-commerce player at some point this decade. It's just the tip of the iceberg when it comes to Pinterest's innovation. That's what makes this cash-rich and consistently profitable social media stock a screaming buy.Bank of AmericaThe third stock that makes for a no-brainer buy right now with $50 is financial juggernaut Bank of America.Investors usually don't buy into bank stocks when the U.S. economy looks to be on the verge of a recession. Banks are cyclical, and therefore prone to higher loan losses during recessions. Additionally, the Federal Reserve often lowers interest rates to spur lending activity during a recession, which means lower net-interest-income-earning potential for banks. But this time is different.The U.S. inflation rate hit a more than 40-year high in June 2022, and the nation's central bank is solely focused on taming the rate of price increases for goods and services. It's accomplishing this by raising interest rates at the fastest pace in four decades. Even if the U.S. economy falls into a recession, the benefit of more net interest income from Bank of America's variable-rate outstanding loans should more than offset loan losses. In other words, bank stocks can grow their earnings during a recession.However, Bank of America isn't just any old bank stock. It's the most interest-sensitive of all the domestic money-center banks. During the fourth quarter, BofA's net interest income grew $3.3 billion from the prior-year period to $14.8 billion. Take note that the Federal Reserve isn't done increasing interest rates yet, either.Although Bank of America is typically viewed as something of a dinosaur among U.S. banks, it's stealthily done a good job of investing in digitization initiatives and encouraging its customers to bank online or via mobile app. BofA ended 2022 with 44 million active digital users and saw almost half of all sales completed online or via mobile app. As more of its customer base shifts to digital transactions, BofA will have the opportunity to lower its operating expenses by consolidating some of its physical branches.Lastly, don't overlook Bank of America's capital-return program. During bull markets, it's not uncommon for BofA to return in excess of $20 billion annually to investors via share buybacks and its dividend. At a multiple of 9 times Wall Street's forward-year consensus earnings, Bank of America is a deal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964184516,"gmtCreate":1670111112236,"gmtModify":1676538302528,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"This is a good example of writer's graphical/numerical facts investors should digest. The comparisons and reasons stated make sense and will positively advise you which stock heading for the best longterm haul. 👍","listText":"This is a good example of writer's graphical/numerical facts investors should digest. The comparisons and reasons stated make sense and will positively advise you which stock heading for the best longterm haul. 👍","text":"This is a good example of writer's graphical/numerical facts investors should digest. The comparisons and reasons stated make sense and will positively advise you which stock heading for the best longterm haul. 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9964184516","repostId":"2288925832","repostType":2,"repost":{"id":"2288925832","pubTimestamp":1670121245,"share":"https://ttm.financial/m/news/2288925832?lang=&edition=fundamental","pubTime":"2022-12-04 10:34","market":"us","language":"en","title":"NIO And XPeng: Don't Choose The One Getting Squeezed Out","url":"https://stock-news.laohu8.com/highlight/detail?id=2288925832","media":"seekingalpha","summary":"ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish inves","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/0148afb1415d9966a462d316514fd0e2\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>Thesis</h2><p>Leading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish investors/weak holders to flee at its October lows. In contrast, NIO posted a 1M total return of 24.5%, as buying sentiments returned strongly to China's embattled pure-play BEV makers.</p><p>Notwithstanding, Chinese EV bears will point out that both stocks remain well below their starting point in 2022. Accordingly, XPEV's YTD total return of -80% suggests buyers have been decimated, while NIO posted a better YTD performance of -62%.</p><p>Hence, we believe it's opportune to update investors on whether the buying opportunity on the recent rally still has legs, as China seems to be progressively easing its COVID restrictions.</p><p>Our assessment indicates that one company has executed much better as China's economy worsened in 2022. China's stringent COVID restrictions and harsh property cooling measures have weakened its GDP growth significantly. Accordingly, China's manufacturing PMI also came below consensus estimates, behooving China to accelerate its reopening moves.</p><p>Coupled with heightened competition, higher input costs, supply chain disruptions, and a weaker economy, NIO has proved its mettle against XPeng. However, both companies remain unprofitable. With a narrowed route toward external financing, given the current market conditions, we believe investors will likely focus on the company that has executed better, with clearer visibility toward reaching profitability.</p><p>We believe the competitive landscape would likely intensify further. Legacy OEMs such as General Motors (GM), Ford (F), and Volkswagen (OTCPK:VWAGY) have telegraphed ambitious plans to assume EV leadership by 2025/26. In addition, China's NEV leader BYD Company (OTCPK:BYDDY) has continued to penetrate the EV market further, consolidating its position as the global NEV leader (including hybrids) in Q3'22, ahead of Tesla (TSLA).</p><p>Therefore, we urge investors to consider the business models and execution prowess of NIO and XPeng carefully as they take on profitable leading auto behemoths as they chart their path to profitability.</p><p>We discuss why we continue to put our bet in NIO as a potential multi-bagger speculative opportunity ahead of XPEV.</p><p>Maintain Speculative Buy on NIO and Hold on XPEV.</p><h2>Competition In China Has Intensified</h2><p>China's economic malaise has battered its consumer discretionary spending, including automobiles. Yet, China's leading NEV makers have made robust progress in 2022.</p><p>For instance, BYD delivered more than 230K of NEV in November, notching another monthly record, up nearly 153% YoY. Notably, BYD has continued to post consistent MoM gains since April 2022, corroborating the resilience of its highly vertically-integrated operating model.</p><p>Moreover, Volkswagen has continued to invest heavily in its prized Chinese market. General Motors have also stepped up on its endeavor, looking to introduce 15 EV models for the Chinese market by 2025.</p><p>Hence, we postulate that the competitive landscape in China could indicate that some unprofitable/less profitable upstarts could be squeezed out of the leading pack subsequently. With NIO and XPeng continuing to struggle for profitability, it's vital to assess which company could emerge as the stronger competitor to take on these behemoths.</p><p>Furthermore, China's NEV subsidies are due to be eliminated by 2023, even though Chinese media reported that there could be some revisions. Notwithstanding, it could neutralize/lessen a constructive tailwind that has driven sales over the past few years.</p><p>Therefore the market outlook remains uncertain while competition has intensified. As such, nothing short of excellent execution is required to navigate these challenges. And it's one that XPeng has fallen short in 2022.</p><h2>XPeng Restructures</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61e462b6ef38ba6c0893c716ae23dcdc\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>XPeng Vehicle margins % (Company filings)</span></p><p>Given XPeng's low vehicle margins operating model, it's imperative for the company to continue posting robust production and deliveries growth to benefit significantly from fixed costs leverage.</p><p>However, XPeng's massive Q3 deliveries disappointment highlighted the execution weakness in a challenging macro and supply chain environment, in which leaders BYD and NIO performed admirably.</p><p>With a vehicle margin of just 11.6% in Q3 (up from Q2's 9.1%), XPeng's profitability has improved QoQ.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e172d47aa15683ff6c89cf5c9e8dbd2\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>XPeng Deliveries (Company filings)</span></p><p>However, the company posted deliveries growth of just 15% in FQ3; a massive downshift from FQ2's 98%. As such, we believe it triggered a rethinking of its strategies, leading the company to announce an organizational restructuring, as CEO He Xiaoping emphasized:</p><blockquote>Frankly, we're going through a very challenging period in pursuing our long-term goals. In response, we recently conducted an in-depth strategic review and implemented organizational restructure. As market competition intensifies, we'll sharpen our marketing to highlight the great value in our industry-leading smart and electrification technologies and further enhance our branding, sales, and service capabilities. (XPeng FQ3'22 earnings call)</blockquote><p>Hence, we believe there's little doubt that the increasingly competitive landscape hammered XPeng's execution. Therefore, moving forward, we think it's better to watch the action from the sidelines unless you have a very high conviction in XPeng's management.</p><p>XPeng announced October and November deliveries of 5.1K and 5.81K, respectively. As such, the company needs to deliver about 9.59K of NEV (midpoint) in Q4, predicated on the ramp of its G9. XPeng emphasized: "The Company expects that deliveries will significantly increase in December 2022 as G9's production ramp-up accelerates under normalized operating conditions."</p><p>We believe that XPEV's battering toward its October lows has likely reflected significant pessimism. But, we don't think the recent rally is sustainable, as its price action suggests a massive covering rally.</p><p>As such, we urge investors thinking of cutting exposure to leverage on the recent recovery to take some risks off the table and rotate.</p><h2>Rotate To NIO<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b388563a2b413a07256e586ffbaa59a0\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>NIO Deliveries (Company filings)</span></p></h2><p>NIO posted 14.18K in NEV deliveries for November, up nearly 41% MoM. As such, NIO demonstrated that its premium EV strategy is working well, despite China's economic malaise.</p><p>While China's COVID restrictions have impacted its production cadence, we believe it could be less material moving forward as China progressively eases.</p><p>Hence, NIO should be able to focus primarily on its execution as it looks to deliver its Q4 guidance of 45.5K NEVs (midpoint). The company appears confident in its recent deliveries outlook as NIO emphasized: "NIO will further accelerate the production and delivery in December 2022."</p><p>NIO CEO William Li also telegraphed recently why it's critical for NIO to remain deeply entrenched as one of China's leading NEV leaders, given intensifying competition. Li accentuated:</p><blockquote>If a company is squeezed into the second tier in the final round [of competition in 2024/25], it is basically impossible for it to catch up to the first tier if it wants to. You can only be a second-tier languishing, barely alive person. - CnEVPost</blockquote><p>Therefore, we believe it's no surprise that the timeline aligns well with the milestones indicated by the legacy OEMs makers as they transform into EV companies.</p><p>Don't assume these OEM makers are "dead" yet, as they invest profits from their ICE segments to take on unprofitable EV makers. The battle is far from over, and we believe only the fittest EV makers could survive the increasingly competitive landscape.</p><h2>Is NIO Or XPEV Stock A Buy, Sell, Or Hold?</h2><p><i>Maintain Speculative Buy on NIO and Hold on XPEV.</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbee3aba450db5a7c84dee25b0094d59\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/><span>XPEV price chart (weekly) (TradingView)</span></p><p>The market had gotten XPEV spot on, knowing that it could face significant competitive pressures that could impact its operating model considerably.</p><p>As such, the market's battering from its June highs has likely reflected its positioning. Hence, the recent sharp rally from its October lows resembled a covering move from bearish investors taking profit and cutting exposure.</p><p>As such, we urge investors not to join this rally but consider taking the opportunity to take some risks off the table.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/315a624b01e18068ea47037b78f4f8b6\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/><span>NIO price chart (weekly) (TradingView)</span></p><p>NIO's price action looks much more robust than XPEV, with no clear signs of a massive covering rally. Therefore, buyers are likely accumulating, trapping bearish investors at its long-term support and holding that defense line constructively.</p><p>Hence, we believe the opportunity for a mean-reversion rally for NIO is still attractive at these levels. XPEV investors who decide to cut exposure can consider rotating some exposure to NIO to take them toward the next stage of the competition in China's increasingly competitive EV market.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO And XPeng: Don't Choose The One Getting Squeezed Out</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\">\nNIO And XPeng: Don't Choose The One Getting Squeezed Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-04 10:34 GMT+8 <a href=https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish ...</p>\n\n<a href=\"https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out\">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","BK4526":"热门中概股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","09866":"蔚来-SW","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","NIO.SI":"蔚来","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4555":"新能源车","BK4509":"腾讯概念"},"source_url":"https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2288925832","content_text":"ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish investors/weak holders to flee at its October lows. In contrast, NIO posted a 1M total return of 24.5%, as buying sentiments returned strongly to China's embattled pure-play BEV makers.Notwithstanding, Chinese EV bears will point out that both stocks remain well below their starting point in 2022. Accordingly, XPEV's YTD total return of -80% suggests buyers have been decimated, while NIO posted a better YTD performance of -62%.Hence, we believe it's opportune to update investors on whether the buying opportunity on the recent rally still has legs, as China seems to be progressively easing its COVID restrictions.Our assessment indicates that one company has executed much better as China's economy worsened in 2022. China's stringent COVID restrictions and harsh property cooling measures have weakened its GDP growth significantly. Accordingly, China's manufacturing PMI also came below consensus estimates, behooving China to accelerate its reopening moves.Coupled with heightened competition, higher input costs, supply chain disruptions, and a weaker economy, NIO has proved its mettle against XPeng. However, both companies remain unprofitable. With a narrowed route toward external financing, given the current market conditions, we believe investors will likely focus on the company that has executed better, with clearer visibility toward reaching profitability.We believe the competitive landscape would likely intensify further. Legacy OEMs such as General Motors (GM), Ford (F), and Volkswagen (OTCPK:VWAGY) have telegraphed ambitious plans to assume EV leadership by 2025/26. In addition, China's NEV leader BYD Company (OTCPK:BYDDY) has continued to penetrate the EV market further, consolidating its position as the global NEV leader (including hybrids) in Q3'22, ahead of Tesla (TSLA).Therefore, we urge investors to consider the business models and execution prowess of NIO and XPeng carefully as they take on profitable leading auto behemoths as they chart their path to profitability.We discuss why we continue to put our bet in NIO as a potential multi-bagger speculative opportunity ahead of XPEV.Maintain Speculative Buy on NIO and Hold on XPEV.Competition In China Has IntensifiedChina's economic malaise has battered its consumer discretionary spending, including automobiles. Yet, China's leading NEV makers have made robust progress in 2022.For instance, BYD delivered more than 230K of NEV in November, notching another monthly record, up nearly 153% YoY. Notably, BYD has continued to post consistent MoM gains since April 2022, corroborating the resilience of its highly vertically-integrated operating model.Moreover, Volkswagen has continued to invest heavily in its prized Chinese market. General Motors have also stepped up on its endeavor, looking to introduce 15 EV models for the Chinese market by 2025.Hence, we postulate that the competitive landscape in China could indicate that some unprofitable/less profitable upstarts could be squeezed out of the leading pack subsequently. With NIO and XPeng continuing to struggle for profitability, it's vital to assess which company could emerge as the stronger competitor to take on these behemoths.Furthermore, China's NEV subsidies are due to be eliminated by 2023, even though Chinese media reported that there could be some revisions. Notwithstanding, it could neutralize/lessen a constructive tailwind that has driven sales over the past few years.Therefore the market outlook remains uncertain while competition has intensified. As such, nothing short of excellent execution is required to navigate these challenges. And it's one that XPeng has fallen short in 2022.XPeng RestructuresXPeng Vehicle margins % (Company filings)Given XPeng's low vehicle margins operating model, it's imperative for the company to continue posting robust production and deliveries growth to benefit significantly from fixed costs leverage.However, XPeng's massive Q3 deliveries disappointment highlighted the execution weakness in a challenging macro and supply chain environment, in which leaders BYD and NIO performed admirably.With a vehicle margin of just 11.6% in Q3 (up from Q2's 9.1%), XPeng's profitability has improved QoQ.XPeng Deliveries (Company filings)However, the company posted deliveries growth of just 15% in FQ3; a massive downshift from FQ2's 98%. As such, we believe it triggered a rethinking of its strategies, leading the company to announce an organizational restructuring, as CEO He Xiaoping emphasized:Frankly, we're going through a very challenging period in pursuing our long-term goals. In response, we recently conducted an in-depth strategic review and implemented organizational restructure. As market competition intensifies, we'll sharpen our marketing to highlight the great value in our industry-leading smart and electrification technologies and further enhance our branding, sales, and service capabilities. (XPeng FQ3'22 earnings call)Hence, we believe there's little doubt that the increasingly competitive landscape hammered XPeng's execution. Therefore, moving forward, we think it's better to watch the action from the sidelines unless you have a very high conviction in XPeng's management.XPeng announced October and November deliveries of 5.1K and 5.81K, respectively. As such, the company needs to deliver about 9.59K of NEV (midpoint) in Q4, predicated on the ramp of its G9. XPeng emphasized: \"The Company expects that deliveries will significantly increase in December 2022 as G9's production ramp-up accelerates under normalized operating conditions.\"We believe that XPEV's battering toward its October lows has likely reflected significant pessimism. But, we don't think the recent rally is sustainable, as its price action suggests a massive covering rally.As such, we urge investors thinking of cutting exposure to leverage on the recent recovery to take some risks off the table and rotate.Rotate To NIONIO Deliveries (Company filings)NIO posted 14.18K in NEV deliveries for November, up nearly 41% MoM. As such, NIO demonstrated that its premium EV strategy is working well, despite China's economic malaise.While China's COVID restrictions have impacted its production cadence, we believe it could be less material moving forward as China progressively eases.Hence, NIO should be able to focus primarily on its execution as it looks to deliver its Q4 guidance of 45.5K NEVs (midpoint). The company appears confident in its recent deliveries outlook as NIO emphasized: \"NIO will further accelerate the production and delivery in December 2022.\"NIO CEO William Li also telegraphed recently why it's critical for NIO to remain deeply entrenched as one of China's leading NEV leaders, given intensifying competition. Li accentuated:If a company is squeezed into the second tier in the final round [of competition in 2024/25], it is basically impossible for it to catch up to the first tier if it wants to. You can only be a second-tier languishing, barely alive person. - CnEVPostTherefore, we believe it's no surprise that the timeline aligns well with the milestones indicated by the legacy OEMs makers as they transform into EV companies.Don't assume these OEM makers are \"dead\" yet, as they invest profits from their ICE segments to take on unprofitable EV makers. The battle is far from over, and we believe only the fittest EV makers could survive the increasingly competitive landscape.Is NIO Or XPEV Stock A Buy, Sell, Or Hold?Maintain Speculative Buy on NIO and Hold on XPEV.XPEV price chart (weekly) (TradingView)The market had gotten XPEV spot on, knowing that it could face significant competitive pressures that could impact its operating model considerably.As such, the market's battering from its June highs has likely reflected its positioning. Hence, the recent sharp rally from its October lows resembled a covering move from bearish investors taking profit and cutting exposure.As such, we urge investors not to join this rally but consider taking the opportunity to take some risks off the table.NIO price chart (weekly) (TradingView)NIO's price action looks much more robust than XPEV, with no clear signs of a massive covering rally. Therefore, buyers are likely accumulating, trapping bearish investors at its long-term support and holding that defense line constructively.Hence, we believe the opportunity for a mean-reversion rally for NIO is still attractive at these levels. XPEV investors who decide to cut exposure can consider rotating some exposure to NIO to take them toward the next stage of the competition in China's increasingly competitive EV market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005304598,"gmtCreate":1642167261426,"gmtModify":1676533688132,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Pls 👍 ","listText":"Pls 👍 ","text":"Pls 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005304598","repostId":"1165442006","repostType":4,"repost":{"id":"1165442006","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":1642165215,"share":"https://ttm.financial/m/news/1165442006?lang=&edition=fundamental","pubTime":"2022-01-14 21:00","market":"us","language":"en","title":"Toplines Before US Market Open on Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1165442006","media":"Tiger Newspress","summary":"U.S. stock index futures edged lower on Friday as big lenders including JPMorgan and Wells Fargo kic","content":"<html><head></head><body><p>U.S. stock index futures edged lower on Friday as big lenders including JPMorgan and Wells Fargo kicked off the fourth-quarter earnings season with a mixed batch of results, while big technology companies extended declines after a bruising selloff.</p><p>At 8:00 a.m. ET, Dow E-minis were down 195 points, or 0.54%, S&P 500 E-minis were down 30.25 points, or 0.65% and Nasdaq 100 E-minis were down 161.5 points, or 1.04%.</p><p><img src=\"https://static.tigerbbs.com/eb595de4e575fc2a7aa0d91e8ce48c2d\" tg-width=\"1033\" tg-height=\"361\" width=\"100%\" height=\"auto\"/><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase & Co</a> tumbled 3.0% in premarket trading on reporting weaker performance at its trading arm, even as it beat earnings expectations for the fourth quarter.</p><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo & Co</a> , on the other hand, gained 1.8% after posting a greater-than-expected rise in fourth-quarter profit.</p><p>Asset manager <a href=\"https://laohu8.com/S/BLK\">BlackRock Inc</a> posted a fourth-quarter profit above estimates. However, its shares fell 0.1%.</p><p>Year-over-year earnings growth from S&P 500 companies was expected to be lower in the fourth quarter compared with the first three quarters but still strong at 22.4%, according to IBES data from Refinitiv.</p><p><b>Stocks making the biggest moves in the premarket:</b></p><p><a href=\"https://laohu8.com/S/BLK\">BlackRock</a>– BlackRock earned an adjusted $10.42 per share for the fourth quarter, beating the consensus estimate of $10.16, although revenue for the asset manager was slightly below forecasts. Assets under management rose above the $10 trillion mark for the first time.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> – JPMorgan beat estimates by 32 cents with quarterly earnings of $3.33 per share, while revenue topped forecasts as well. The bank was helped by strong performance at its investment banking unit, but results at its trading operation slowed. JPMorgan shares fell 2.7% in the premarket.</p><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> – Wells Fargo gained 2.3% in the premarket after beating estimates on the top and bottom lines for the fourth quarter. Wells Fargo earned an adjusted $1.25 per share, 12 cents above estimates. Overall profit was boosted by the release of loan loss provisions and improving loan demand.</p><p><a href=\"https://laohu8.com/S/SHW\">Sherwin-Williams</a> – The paint company’s stock fell 3.3% in premarket action after it cut its full year forecast amid supply chain issues that it expects to persist through the current quarter. Sherwin-Williams did say demand remains strong in most of its end markets.</p><p>Macau casino stocks –<a href=\"https://laohu8.com/S/LVS\">Las Vegas Sands</a> ,,Melco Entertainment(MLCO) andMGM Resorts(MGM) rallied in premarket trading after Macau’s government said it would limit the number of casino licenses to six. These companies are among the six operating in Macau, with their current licenses due to expire this year. Las Vegas Sands rocketed 10.7%, Wynn surged 10%, Melco soared 12.9% and MGM added 4%.</p><p><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> – Disney lost 1.6% in premarket trading after Guggenheim downgraded the stock to “neutral” from “buy,” reflecting lowered predictions for Disney’s direct-to-consumer and parks businesses.</p><p><a href=\"https://laohu8.com/S/SAM\">Boston Beer</a> – Boston Beer tumbled 8% in the premarket after the brewer cut its annual earnings outlook. The company is being hit by supply chain issues as well as waning growth for its Truly hard seltzer brand.</p><p><a href=\"https://laohu8.com/S/VORB\">Virgin Orbit Holdings Inc.</a> – Virgin Orbit successfully launched seven small satellites Thursday, the first launch since the company went public last month. Shares gained 1.1% in premarket trading.</p><p><a href=\"https://laohu8.com/S/BJ\">BJ's Wholesale Club Holdings Inc.</a> – BJ’s shares lost 3% in premarket action after J.P. Morgan Securities downgraded the warehouse retailer’s stock to “underweight” from “neutral,” reflecting concerns about inflation and a pullback in stimulus measures for consumers.</p><p><a href=\"https://laohu8.com/S/BHC\">Bausch Health Companies Inc</a> – Bausch Health rallied 3.2% in the premarket following news that its Bausch + Lomb eyecare unit filed to go public and that the unit reported a jump in sales for the nine months ended in September. Bausch Health will remain a majority owner of Bausch + Lomb.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Friday</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\">\nToplines Before US Market Open on Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-14 21:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures edged lower on Friday as big lenders including JPMorgan and Wells Fargo kicked off the fourth-quarter earnings season with a mixed batch of results, while big technology companies extended declines after a bruising selloff.</p><p>At 8:00 a.m. ET, Dow E-minis were down 195 points, or 0.54%, S&P 500 E-minis were down 30.25 points, or 0.65% and Nasdaq 100 E-minis were down 161.5 points, or 1.04%.</p><p><img src=\"https://static.tigerbbs.com/eb595de4e575fc2a7aa0d91e8ce48c2d\" tg-width=\"1033\" tg-height=\"361\" width=\"100%\" height=\"auto\"/><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase & Co</a> tumbled 3.0% in premarket trading on reporting weaker performance at its trading arm, even as it beat earnings expectations for the fourth quarter.</p><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo & Co</a> , on the other hand, gained 1.8% after posting a greater-than-expected rise in fourth-quarter profit.</p><p>Asset manager <a href=\"https://laohu8.com/S/BLK\">BlackRock Inc</a> posted a fourth-quarter profit above estimates. However, its shares fell 0.1%.</p><p>Year-over-year earnings growth from S&P 500 companies was expected to be lower in the fourth quarter compared with the first three quarters but still strong at 22.4%, according to IBES data from Refinitiv.</p><p><b>Stocks making the biggest moves in the premarket:</b></p><p><a href=\"https://laohu8.com/S/BLK\">BlackRock</a>– BlackRock earned an adjusted $10.42 per share for the fourth quarter, beating the consensus estimate of $10.16, although revenue for the asset manager was slightly below forecasts. Assets under management rose above the $10 trillion mark for the first time.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> – JPMorgan beat estimates by 32 cents with quarterly earnings of $3.33 per share, while revenue topped forecasts as well. The bank was helped by strong performance at its investment banking unit, but results at its trading operation slowed. JPMorgan shares fell 2.7% in the premarket.</p><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> – Wells Fargo gained 2.3% in the premarket after beating estimates on the top and bottom lines for the fourth quarter. Wells Fargo earned an adjusted $1.25 per share, 12 cents above estimates. Overall profit was boosted by the release of loan loss provisions and improving loan demand.</p><p><a href=\"https://laohu8.com/S/SHW\">Sherwin-Williams</a> – The paint company’s stock fell 3.3% in premarket action after it cut its full year forecast amid supply chain issues that it expects to persist through the current quarter. Sherwin-Williams did say demand remains strong in most of its end markets.</p><p>Macau casino stocks –<a href=\"https://laohu8.com/S/LVS\">Las Vegas Sands</a> ,,Melco Entertainment(MLCO) andMGM Resorts(MGM) rallied in premarket trading after Macau’s government said it would limit the number of casino licenses to six. These companies are among the six operating in Macau, with their current licenses due to expire this year. Las Vegas Sands rocketed 10.7%, Wynn surged 10%, Melco soared 12.9% and MGM added 4%.</p><p><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> – Disney lost 1.6% in premarket trading after Guggenheim downgraded the stock to “neutral” from “buy,” reflecting lowered predictions for Disney’s direct-to-consumer and parks businesses.</p><p><a href=\"https://laohu8.com/S/SAM\">Boston Beer</a> – Boston Beer tumbled 8% in the premarket after the brewer cut its annual earnings outlook. The company is being hit by supply chain issues as well as waning growth for its Truly hard seltzer brand.</p><p><a href=\"https://laohu8.com/S/VORB\">Virgin Orbit Holdings Inc.</a> – Virgin Orbit successfully launched seven small satellites Thursday, the first launch since the company went public last month. Shares gained 1.1% in premarket trading.</p><p><a href=\"https://laohu8.com/S/BJ\">BJ's Wholesale Club Holdings Inc.</a> – BJ’s shares lost 3% in premarket action after J.P. Morgan Securities downgraded the warehouse retailer’s stock to “underweight” from “neutral,” reflecting concerns about inflation and a pullback in stimulus measures for consumers.</p><p><a href=\"https://laohu8.com/S/BHC\">Bausch Health Companies Inc</a> – Bausch Health rallied 3.2% in the premarket following news that its Bausch + Lomb eyecare unit filed to go public and that the unit reported a jump in sales for the nine months ended in September. Bausch Health will remain a majority owner of Bausch + Lomb.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165442006","content_text":"U.S. stock index futures edged lower on Friday as big lenders including JPMorgan and Wells Fargo kicked off the fourth-quarter earnings season with a mixed batch of results, while big technology companies extended declines after a bruising selloff.At 8:00 a.m. ET, Dow E-minis were down 195 points, or 0.54%, S&P 500 E-minis were down 30.25 points, or 0.65% and Nasdaq 100 E-minis were down 161.5 points, or 1.04%.JPMorgan Chase & Co tumbled 3.0% in premarket trading on reporting weaker performance at its trading arm, even as it beat earnings expectations for the fourth quarter.Wells Fargo & Co , on the other hand, gained 1.8% after posting a greater-than-expected rise in fourth-quarter profit.Asset manager BlackRock Inc posted a fourth-quarter profit above estimates. However, its shares fell 0.1%.Year-over-year earnings growth from S&P 500 companies was expected to be lower in the fourth quarter compared with the first three quarters but still strong at 22.4%, according to IBES data from Refinitiv.Stocks making the biggest moves in the premarket:BlackRock– BlackRock earned an adjusted $10.42 per share for the fourth quarter, beating the consensus estimate of $10.16, although revenue for the asset manager was slightly below forecasts. Assets under management rose above the $10 trillion mark for the first time.JPMorgan Chase – JPMorgan beat estimates by 32 cents with quarterly earnings of $3.33 per share, while revenue topped forecasts as well. The bank was helped by strong performance at its investment banking unit, but results at its trading operation slowed. JPMorgan shares fell 2.7% in the premarket.Wells Fargo – Wells Fargo gained 2.3% in the premarket after beating estimates on the top and bottom lines for the fourth quarter. Wells Fargo earned an adjusted $1.25 per share, 12 cents above estimates. Overall profit was boosted by the release of loan loss provisions and improving loan demand.Sherwin-Williams – The paint company’s stock fell 3.3% in premarket action after it cut its full year forecast amid supply chain issues that it expects to persist through the current quarter. Sherwin-Williams did say demand remains strong in most of its end markets.Macau casino stocks –Las Vegas Sands ,,Melco Entertainment(MLCO) andMGM Resorts(MGM) rallied in premarket trading after Macau’s government said it would limit the number of casino licenses to six. These companies are among the six operating in Macau, with their current licenses due to expire this year. Las Vegas Sands rocketed 10.7%, Wynn surged 10%, Melco soared 12.9% and MGM added 4%.Walt Disney – Disney lost 1.6% in premarket trading after Guggenheim downgraded the stock to “neutral” from “buy,” reflecting lowered predictions for Disney’s direct-to-consumer and parks businesses.Boston Beer – Boston Beer tumbled 8% in the premarket after the brewer cut its annual earnings outlook. The company is being hit by supply chain issues as well as waning growth for its Truly hard seltzer brand.Virgin Orbit Holdings Inc. – Virgin Orbit successfully launched seven small satellites Thursday, the first launch since the company went public last month. Shares gained 1.1% in premarket trading.BJ's Wholesale Club Holdings Inc. – BJ’s shares lost 3% in premarket action after J.P. Morgan Securities downgraded the warehouse retailer’s stock to “underweight” from “neutral,” reflecting concerns about inflation and a pullback in stimulus measures for consumers.Bausch Health Companies Inc – Bausch Health rallied 3.2% in the premarket following news that its Bausch + Lomb eyecare unit filed to go public and that the unit reported a jump in sales for the nine months ended in September. Bausch Health will remain a majority owner of Bausch + Lomb.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":202089183228080,"gmtCreate":1690371608958,"gmtModify":1690371613219,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Really unbelievable article by investorplace. Very powerful analyzing of companies. Simple, since written so poorly of NiO then dont buy...instead please load up Mullen Lucid Fisker Rivian lor 🤭🤭🤭😂","listText":"Really unbelievable article by investorplace. Very powerful analyzing of companies. Simple, since written so poorly of NiO then dont buy...instead please load up Mullen Lucid Fisker Rivian lor 🤭🤭🤭😂","text":"Really unbelievable article by investorplace. Very powerful analyzing of companies. Simple, since written so poorly of NiO then dont buy...instead please load up Mullen Lucid Fisker Rivian lor 🤭🤭🤭😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/202089183228080","repostId":"2354471307","repostType":2,"repost":{"id":"2354471307","pubTimestamp":1690472281,"share":"https://ttm.financial/m/news/2354471307?lang=&edition=fundamental","pubTime":"2023-07-27 23:38","market":"hk","language":"en","title":"Don’t Read Too Much Into the Latest NIO Stock News","url":"https://stock-news.laohu8.com/highlight/detail?id=2354471307","media":"InvestorPlace","summary":"If you currently own NIO stock, take advantage of the battery swap rally, and sell into strength. Otherwise, avoid.","content":"<html><head></head><body><ul><li><p>The latest revving up in price for <strong>Nio</strong> (<strong>NIO</strong>) has to do with news both directly and indirectly related to the EV maker.</p></li><li><p>Recent developments admittedly could make this early-stage name in the space a more formidable competitor.</p></li><li><p>However, said benefits likely will not arrive in time, as NIO still seems doomed to disappoint later this year.</p></li></ul><p>Among electric vehicle stocks, <strong>Nio</strong> (NYSE:<strong>NIO</strong>) is one that makes big moves, on news both directly and indirectly tied to the China-based EV maker’s potential prospects. A prime example of this is with the reason behind the latest spike in price for NIO stock.</p><p>Already trending since the start of the month, NIO stock made a double-digit bolt higher on July 24. If you just saw the stock chart, and had seen no headlines, you would assume that the EV maker had released some promising fiscal results/delivery numbers.</p><p>However, that wasn’t what drove its most recent rally. Rather, it was on news that, while positive for the company’s efforts to become a leading brand in its home market, likely won’t have an impact in time to prevent big investor disappointment that is likely to arrive later this year. Let’s dive in, and see why.</p><h2 id=\"id_650720646\">NIO Stock and its Latest Rally</h2><p>So, what was it that sent Nio stock up by nearly 11% on July 24?</p><p>As <em>InvestorPlace’s</em> Eddie Pan reported, a key driver was news from China’s National Development and Reform Commission regarding its plans to provide support to private investments in various sectors of the Chinese economy.</p><p>According to Pan, this announcement bodes well for the EV maker’s efforts to build out its battery swap station network. One way this EV contender is trying to set itself apart from the competition is by offering customers the ability to swap out batteries in their Nio vehicles.</p><p>The ability to swap instead of having to recharge batteries has its advantages. It’s a workaround for the limited range issue, one of the main pain points with EVs.</p><p>Swappable batteries also enable Nio to offer its vehicles at a lower price. In short, it’s not illogical for investors to view both developments as positives.</p><p>The issue, however, is whether they are overreacting to these headlines. Taking a look at other factors, this is arguably the case.</p><h2 id=\"id_919165008\">Not Enough Time to Prevent Lackluster Results</h2><p>It’s safe to say I am a skeptic of NIO stock. I’m skeptical that Nio is another <strong>Tesla</strong> (NASDAQ:<strong>TSLA</strong>). I also believe that this fledgling EV firm has questionable chances of becoming a big player in its home market, much less globally. That said, Mr. Market is taking a much different stance.</p><p>Although the stock trades well below the lofty price levels hit during the 2021 “EV stock bubble,” investors have again been bidding it up. The prevailing view is that a much-anticipated re-acceleration of revenue growth will occur later this year.</p><p>However, my take could soon finally be vindicated.</p><p>The company may ramp up production/introducing new vehicle models, but competition is rising.</p><p>As I have argued before, in order to increase demand in tandem with its increased output, Nio may need to aggressively slash prices, leading to higher-than-expected losses.</p><p>The above developments could eventually strengthen the appeal of Nio’s swappable battery feature, helping to boost demand without hurting margins.</p><p>However, this will probably not happen in time to prevent lackluster results in the near-term. Disappointment with results during this quarter and the next could shift sentiment for NIO back to bearish.</p><h2 id=\"id_3326763435\">Bottom Line: Sell Into Strength/Avoid</h2><p>While maintaining a downbeat view on NIO, I’ll admit that my bear case is not ironclad. Even as I believe that factors that could work in the company’s favor, like its battery swap efforts, will only start to pay off down the road.</p><p>Recent reports point to Chinese EV sales growth staying strong, despite China’s sluggish post-Covid recovery, and this year’s reductions to purchase subsidies provided by the Chinese government.</p><p>Delivery data for the current month could also suggest that the growth re-acceleration is emerging.</p><p>Yet while Nio could prove skeptics such as myself wrong in the coming months, much of the upside from this happening may already be factored into its stock price. Downside risk may be high, if Nio skeptics are proven correct.</p><p>With this, if you currently own NIO stock, take advantage of the battery swap rally, and sell into strength. Otherwise, avoid.</p></body></html>","source":"investorplace_stock_picks","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 Read Too Much Into the Latest NIO Stock News</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 Read Too Much Into the Latest NIO Stock News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-27 23:38 GMT+8 <a href=https://investorplace.com/2023/07/nio-stock-investors-are-reading-too-much-into-the-latest-news/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The latest revving up in price for Nio (NIO) has to do with news both directly and indirectly related to the EV maker.Recent developments admittedly could make this early-stage name in the space a ...</p>\n\n<a href=\"https://investorplace.com/2023/07/nio-stock-investors-are-reading-too-much-into-the-latest-news/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"https://investorplace.com/2023/07/nio-stock-investors-are-reading-too-much-into-the-latest-news/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2354471307","content_text":"The latest revving up in price for Nio (NIO) has to do with news both directly and indirectly related to the EV maker.Recent developments admittedly could make this early-stage name in the space a more formidable competitor.However, said benefits likely will not arrive in time, as NIO still seems doomed to disappoint later this year.Among electric vehicle stocks, Nio (NYSE:NIO) is one that makes big moves, on news both directly and indirectly tied to the China-based EV maker’s potential prospects. A prime example of this is with the reason behind the latest spike in price for NIO stock.Already trending since the start of the month, NIO stock made a double-digit bolt higher on July 24. If you just saw the stock chart, and had seen no headlines, you would assume that the EV maker had released some promising fiscal results/delivery numbers.However, that wasn’t what drove its most recent rally. Rather, it was on news that, while positive for the company’s efforts to become a leading brand in its home market, likely won’t have an impact in time to prevent big investor disappointment that is likely to arrive later this year. Let’s dive in, and see why.NIO Stock and its Latest RallySo, what was it that sent Nio stock up by nearly 11% on July 24?As InvestorPlace’s Eddie Pan reported, a key driver was news from China’s National Development and Reform Commission regarding its plans to provide support to private investments in various sectors of the Chinese economy.According to Pan, this announcement bodes well for the EV maker’s efforts to build out its battery swap station network. One way this EV contender is trying to set itself apart from the competition is by offering customers the ability to swap out batteries in their Nio vehicles.The ability to swap instead of having to recharge batteries has its advantages. It’s a workaround for the limited range issue, one of the main pain points with EVs.Swappable batteries also enable Nio to offer its vehicles at a lower price. In short, it’s not illogical for investors to view both developments as positives.The issue, however, is whether they are overreacting to these headlines. Taking a look at other factors, this is arguably the case.Not Enough Time to Prevent Lackluster ResultsIt’s safe to say I am a skeptic of NIO stock. I’m skeptical that Nio is another Tesla (NASDAQ:TSLA). I also believe that this fledgling EV firm has questionable chances of becoming a big player in its home market, much less globally. That said, Mr. Market is taking a much different stance.Although the stock trades well below the lofty price levels hit during the 2021 “EV stock bubble,” investors have again been bidding it up. The prevailing view is that a much-anticipated re-acceleration of revenue growth will occur later this year.However, my take could soon finally be vindicated.The company may ramp up production/introducing new vehicle models, but competition is rising.As I have argued before, in order to increase demand in tandem with its increased output, Nio may need to aggressively slash prices, leading to higher-than-expected losses.The above developments could eventually strengthen the appeal of Nio’s swappable battery feature, helping to boost demand without hurting margins.However, this will probably not happen in time to prevent lackluster results in the near-term. Disappointment with results during this quarter and the next could shift sentiment for NIO back to bearish.Bottom Line: Sell Into Strength/AvoidWhile maintaining a downbeat view on NIO, I’ll admit that my bear case is not ironclad. Even as I believe that factors that could work in the company’s favor, like its battery swap efforts, will only start to pay off down the road.Recent reports point to Chinese EV sales growth staying strong, despite China’s sluggish post-Covid recovery, and this year’s reductions to purchase subsidies provided by the Chinese government.Delivery data for the current month could also suggest that the growth re-acceleration is emerging.Yet while Nio could prove skeptics such as myself wrong in the coming months, much of the upside from this happening may already be factored into its stock price. Downside risk may be high, if Nio skeptics are proven correct.With this, if you currently own NIO stock, take advantage of the battery swap rally, and sell into strength. Otherwise, avoid.","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575708827969002","authorId":"3575708827969002","name":"Diadem","avatar":"https://static.tigerbbs.com/fa00adf5918bb0b33a9181bba4430da7","crmLevel":8,"crmLevelSwitch":1,"idStr":"3575708827969002","authorIdStr":"3575708827969002"},"content":"Their masters has to cover shorts. so they have to obey n to write nasty criticizing bs 😀","text":"Their masters has to cover shorts. so they have to obey n to write nasty criticizing bs 😀","html":"Their masters has to cover shorts. so they have to obey n to write nasty criticizing bs 😀"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970313642,"gmtCreate":1683906526087,"gmtModify":1683906531304,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Turn to NiO or Li, both will do well domestically while NiO expanding EU market too.","listText":"Turn to NiO or Li, both will do well domestically while NiO expanding EU market too.","text":"Turn to NiO or Li, both will do well domestically while NiO expanding EU market too.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970313642","repostId":"2334476018","repostType":4,"repost":{"id":"2334476018","pubTimestamp":1683903460,"share":"https://ttm.financial/m/news/2334476018?lang=&edition=fundamental","pubTime":"2023-05-12 22:57","market":"us","language":"en","title":"2 Risky Stocks to Avoid Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2334476018","media":"Motley Fool","summary":"Carnival and Lucid Group have challenging roads ahead.","content":"<html><head></head><body><p>While the stock market generally moves upward over the long term, some companies lag behind their peers. This underperformance can happen for several reasons, including unsustainable cash burn and weak balance sheets. Let's discuss why <strong>Carnival Corporation</strong> (CCL -2.38%) (CUK -2.45%) and <strong>Lucid Group</strong> (LCID -1.40%) could hurt your portfolio this week and beyond. </p><h2>Carnival Corporation</h2><p>Founded in 1972, Carnival helped popularize the vacation cruise industry in the United States and other countries. But while it has richly rewarded investors for decades, that all ended with the COVID-19 pandemic, which shut down operations and continues to haunt its balance sheet. The company is still far from bouncing back. </p><p>With first-quarter revenue of $4.4 billion (95% of 2019 levels) and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $382 million, it is tempting to assume Carnival is close to recovering from the impacts of the COVID-19 pandemic, but this is far from the case. With $32.7 billion in long-term debt, the company's biggest challenge is nowhere near resolution. </p><p>While the positive adjusted EBITDA looks great on paper, it doesn't even defray the $539 million paid out in interest expense that quarter alone, not to mention other outflows like debt principle pay-down or capital expenditures -- expected to total a whopping $3.2 billion in 2023 before jumping $4.1 billion in 2024. With Carnival burning through this much cash just to stay afloat, investors shouldn't expect the company to have much left over for shareholders. </p><h2>Lucid Group </h2><p>Analysts at <strong>Goldman Sachs</strong> expect electric cars to represent a whopping 61% of global car sales by 2040. This forecast suggests companies like Lucid could have a bright future if they survive that long. But with relentless cash burn and competition from better-capitalized rivals, the struggling car company faces a difficult road ahead. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aad9432b9cda82258ee8c027b3c38f6\" tg-width=\"700\" tg-height=\"466\"/></p><p>Image source: Getty Images.</p><p>First-quarter earnings highlight these challenges. While revenue more than doubled to $149 million, it fell below analysts' expectations of $210 million and actually represents a sequential decline compared to the previous quarter's revenue of $257 million. For Lucid, this boils down to weakening demand for its vehicles. And this trend likely results from competition as rivals like <strong>Tesla</strong> cut prices to capture market share. </p><p>Lucid is not well positioned to compete based on price because it isn't profitable. First-quarter operating losses ballooned almost 30% to $774.1 million. And the cash burn looks unlikely to reverse anytime soon because Lucid has a negative gross margin -- meaning it costs the company more to manufacture and distribute its cars than can be recouped by selling them, before even accounting for overhead costs. </p><p>With a price-to-sales multiple of 24, Lucid shares still trade at a substantial premium over the <strong>S&P 500</strong> average of 2.4, which suggests the stock price still has plenty of room to fall. </p><h2>Could the situation change?</h2><p>While Carnival Corporation and Lucid are risky investments, they won't necessarily underperform forever if they manage to overcome their current challenges with debt and cash burn. That said, both stocks look poised to lose a lot of value in the foreseeable future, and it's probably too early for investors to bet on a turnaround.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Risky Stocks to Avoid Right Now</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 Risky Stocks to Avoid Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-12 22:57 GMT+8 <a href=https://www.fool.com/investing/2023/05/12/2-risky-stocks-to-avoid-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While the stock market generally moves upward over the long term, some companies lag behind their peers. This underperformance can happen for several reasons, including unsustainable cash burn and ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/12/2-risky-stocks-to-avoid-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4142":"酒店、度假村与豪华游轮","LCID":"Lucid Group Inc","BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4555":"新能源车","BK4517":"邮轮概念","BK4099":"汽车制造商","CCL":"嘉年华邮轮"},"source_url":"https://www.fool.com/investing/2023/05/12/2-risky-stocks-to-avoid-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2334476018","content_text":"While the stock market generally moves upward over the long term, some companies lag behind their peers. This underperformance can happen for several reasons, including unsustainable cash burn and weak balance sheets. Let's discuss why Carnival Corporation (CCL -2.38%) (CUK -2.45%) and Lucid Group (LCID -1.40%) could hurt your portfolio this week and beyond. Carnival CorporationFounded in 1972, Carnival helped popularize the vacation cruise industry in the United States and other countries. But while it has richly rewarded investors for decades, that all ended with the COVID-19 pandemic, which shut down operations and continues to haunt its balance sheet. The company is still far from bouncing back. With first-quarter revenue of $4.4 billion (95% of 2019 levels) and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $382 million, it is tempting to assume Carnival is close to recovering from the impacts of the COVID-19 pandemic, but this is far from the case. With $32.7 billion in long-term debt, the company's biggest challenge is nowhere near resolution. While the positive adjusted EBITDA looks great on paper, it doesn't even defray the $539 million paid out in interest expense that quarter alone, not to mention other outflows like debt principle pay-down or capital expenditures -- expected to total a whopping $3.2 billion in 2023 before jumping $4.1 billion in 2024. With Carnival burning through this much cash just to stay afloat, investors shouldn't expect the company to have much left over for shareholders. Lucid Group Analysts at Goldman Sachs expect electric cars to represent a whopping 61% of global car sales by 2040. This forecast suggests companies like Lucid could have a bright future if they survive that long. But with relentless cash burn and competition from better-capitalized rivals, the struggling car company faces a difficult road ahead. Image source: Getty Images.First-quarter earnings highlight these challenges. While revenue more than doubled to $149 million, it fell below analysts' expectations of $210 million and actually represents a sequential decline compared to the previous quarter's revenue of $257 million. For Lucid, this boils down to weakening demand for its vehicles. And this trend likely results from competition as rivals like Tesla cut prices to capture market share. Lucid is not well positioned to compete based on price because it isn't profitable. First-quarter operating losses ballooned almost 30% to $774.1 million. And the cash burn looks unlikely to reverse anytime soon because Lucid has a negative gross margin -- meaning it costs the company more to manufacture and distribute its cars than can be recouped by selling them, before even accounting for overhead costs. With a price-to-sales multiple of 24, Lucid shares still trade at a substantial premium over the S&P 500 average of 2.4, which suggests the stock price still has plenty of room to fall. Could the situation change?While Carnival Corporation and Lucid are risky investments, they won't necessarily underperform forever if they manage to overcome their current challenges with debt and cash burn. That said, both stocks look poised to lose a lot of value in the foreseeable future, and it's probably too early for investors to bet on a turnaround.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948119669,"gmtCreate":1680649583452,"gmtModify":1680649586964,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Economy bad???? U sure? thought inflation now 🤔🤭??? wall🤮","listText":"Economy bad???? U sure? thought inflation now 🤔🤭??? wall🤮","text":"Economy bad???? U sure? thought inflation now 🤔🤭??? wall🤮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948119669","repostId":"2325438792","repostType":4,"repost":{"id":"2325438792","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1680648766,"share":"https://ttm.financial/m/news/2325438792?lang=&edition=fundamental","pubTime":"2023-04-05 06:52","market":"us","language":"en","title":"Wall Street Ends Down As Weak Economic Data Fuels Recession Fears","url":"https://stock-news.laohu8.com/highlight/detail?id=2325438792","media":"Reuters","summary":"*U.S. factory orders, job openings fall in February*Virgin Orbit slumps after filing for bankruptcy*","content":"<html><head></head><body><p>*U.S. factory orders, job openings fall in February</p><p>*Virgin Orbit slumps after filing for bankruptcy</p><p>*AMC Entertainment falls after litigation deal</p><p>*Indexes: S&P 500 -0.58%, Nasdaq -0.52%, Dow -0.59%</p><p>April 4 (Reuters) - Wall Street closed lower on Tuesday after evidence of a cooling economy exacerbated worries that the Federal Reserve's campaign to rein in decades-high inflation may cause a deep downturn.</p><p>All three major indexes fell as data showed U.S. job openings in February dropped to the lowest level in nearly two years, suggesting that the labor market was cooling, while factory orders fell for a second straight month.</p><p>Data on Monday had also pointed to weakening U.S. manufacturing activity.</p><p>"The number of job openings has decreased, which makes people worry that hiring is going too slow, and that will be bad for the economy. That feeds into recessionary fears," said Sal Bruno, Chief Investment Officer at IndexIQ in New York.</p><p>Bank stocks took a hit after JPMorgan Chase & Co CEO Jaime Dimon warned in a letter to shareholders that the U.S. banking crisis is ongoing and that its impact will be felt for years.</p><p>Bank of America and Wells Fargo & Co dropped more than 2%, and the S&P 500 banks index fell 1.9%.</p><p>Of the 11 S&P 500 sector indexes, seven declined, led lower by industrials , down 2.25%, followed by a 1.72% loss in energy.</p><p>The S&P 500 declined 0.58% to end the session at 4,100.68 points, closing lower for the first time in a week.</p><p>The Nasdaq declined 0.52% to 12,126.33 points, while the Dow Jones Industrial Average declined 0.59% to 33,402.38 points.</p><p>Caterpillar Inc, viewed as bellwether for the industrial sector, fell 5.4%.</p><p>Heavyweight chipmaker Nvidia lost 1.8%, weighing more than any other stock on the S&P 500's decline.</p><p>Healthcare and utilities , which many investors expect to hold up better during an economic slowdown, were among the few S&P 500 sector indexes gaining on Tuesday.</p><p>Trading in interest rate futures shows bets are now tilted toward a pause by the Fed in May, with odds of a 25-basis point rate hike at 42%, compared with nearly 60% before the data, according to CME Group's Fedwatch tool.</p><p>So far in 2023, the S&P 500 has gained nearly 7% and it remains down about 15% from its record high close in January 2022.</p><p>Virgin Orbit Holdings Inc slumped 23.2% after the satellite launch company filed for Chapter 11 bankruptcy on failing to secure long-term funding.</p><p>AMC Entertainment Holdings Inc shares tumbled 23.5% after the movie theater chain said it agreed to settle litigation and proceed with converting its preferred stock into common shares.</p><p>Shares of <a href=\"https://laohu8.com/S/DWAC\">Digital World Acquisition Corp</a> fell 8% after the SPAC linked to former U.S. President Donald Trump delayed the filing of its annual financial report.</p><p>Volume on U.S. exchanges was relatively light, with 10.3 billion shares traded, compared to an average of 12.8 billion shares over the previous 20 sessions.</p><p>Across the U.S. stock market , declining stocks outnumbered rising ones by a 2.2-to-one ratio.</p><p>The S&P 500 posted 14 new highs and one new lows; the Nasdaq recorded 64 new highs and 238 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Ends Down As Weak Economic Data Fuels Recession Fears</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\">\nWall Street Ends Down As Weak Economic Data Fuels Recession Fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-04-05 06:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>*U.S. factory orders, job openings fall in February</p><p>*Virgin Orbit slumps after filing for bankruptcy</p><p>*AMC Entertainment falls after litigation deal</p><p>*Indexes: S&P 500 -0.58%, Nasdaq -0.52%, Dow -0.59%</p><p>April 4 (Reuters) - Wall Street closed lower on Tuesday after evidence of a cooling economy exacerbated worries that the Federal Reserve's campaign to rein in decades-high inflation may cause a deep downturn.</p><p>All three major indexes fell as data showed U.S. job openings in February dropped to the lowest level in nearly two years, suggesting that the labor market was cooling, while factory orders fell for a second straight month.</p><p>Data on Monday had also pointed to weakening U.S. manufacturing activity.</p><p>"The number of job openings has decreased, which makes people worry that hiring is going too slow, and that will be bad for the economy. That feeds into recessionary fears," said Sal Bruno, Chief Investment Officer at IndexIQ in New York.</p><p>Bank stocks took a hit after JPMorgan Chase & Co CEO Jaime Dimon warned in a letter to shareholders that the U.S. banking crisis is ongoing and that its impact will be felt for years.</p><p>Bank of America and Wells Fargo & Co dropped more than 2%, and the S&P 500 banks index fell 1.9%.</p><p>Of the 11 S&P 500 sector indexes, seven declined, led lower by industrials , down 2.25%, followed by a 1.72% loss in energy.</p><p>The S&P 500 declined 0.58% to end the session at 4,100.68 points, closing lower for the first time in a week.</p><p>The Nasdaq declined 0.52% to 12,126.33 points, while the Dow Jones Industrial Average declined 0.59% to 33,402.38 points.</p><p>Caterpillar Inc, viewed as bellwether for the industrial sector, fell 5.4%.</p><p>Heavyweight chipmaker Nvidia lost 1.8%, weighing more than any other stock on the S&P 500's decline.</p><p>Healthcare and utilities , which many investors expect to hold up better during an economic slowdown, were among the few S&P 500 sector indexes gaining on Tuesday.</p><p>Trading in interest rate futures shows bets are now tilted toward a pause by the Fed in May, with odds of a 25-basis point rate hike at 42%, compared with nearly 60% before the data, according to CME Group's Fedwatch tool.</p><p>So far in 2023, the S&P 500 has gained nearly 7% and it remains down about 15% from its record high close in January 2022.</p><p>Virgin Orbit Holdings Inc slumped 23.2% after the satellite launch company filed for Chapter 11 bankruptcy on failing to secure long-term funding.</p><p>AMC Entertainment Holdings Inc shares tumbled 23.5% after the movie theater chain said it agreed to settle litigation and proceed with converting its preferred stock into common shares.</p><p>Shares of <a href=\"https://laohu8.com/S/DWAC\">Digital World Acquisition Corp</a> fell 8% after the SPAC linked to former U.S. President Donald Trump delayed the filing of its annual financial report.</p><p>Volume on U.S. exchanges was relatively light, with 10.3 billion shares traded, compared to an average of 12.8 billion shares over the previous 20 sessions.</p><p>Across the U.S. stock market , declining stocks outnumbered rising ones by a 2.2-to-one ratio.</p><p>The S&P 500 posted 14 new highs and one new lows; the Nasdaq recorded 64 new highs and 238 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0106831901.USD":"贝莱德世界金融基金A2","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC",".DJI":"道琼斯","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A",".IXIC":"NASDAQ Composite","BAC":"美国银行","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1",".SPX":"S&P 500 Index","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","BK4534":"瑞士信贷持仓","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4566":"资本集团","BK4007":"制药","BK4196":"保健护理服务","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","WFC":"富国银行","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","VORB":"维珍轨道","BK4082":"医疗保健设备","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","AMC":"AMC院线","CAT":"卡特彼勒","BK4588":"碎股","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4207":"综合性银行","LU1261432733.SGD":"Fidelity World A-ACC-SGD","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325438792","content_text":"*U.S. factory orders, job openings fall in February*Virgin Orbit slumps after filing for bankruptcy*AMC Entertainment falls after litigation deal*Indexes: S&P 500 -0.58%, Nasdaq -0.52%, Dow -0.59%April 4 (Reuters) - Wall Street closed lower on Tuesday after evidence of a cooling economy exacerbated worries that the Federal Reserve's campaign to rein in decades-high inflation may cause a deep downturn.All three major indexes fell as data showed U.S. job openings in February dropped to the lowest level in nearly two years, suggesting that the labor market was cooling, while factory orders fell for a second straight month.Data on Monday had also pointed to weakening U.S. manufacturing activity.\"The number of job openings has decreased, which makes people worry that hiring is going too slow, and that will be bad for the economy. That feeds into recessionary fears,\" said Sal Bruno, Chief Investment Officer at IndexIQ in New York.Bank stocks took a hit after JPMorgan Chase & Co CEO Jaime Dimon warned in a letter to shareholders that the U.S. banking crisis is ongoing and that its impact will be felt for years.Bank of America and Wells Fargo & Co dropped more than 2%, and the S&P 500 banks index fell 1.9%.Of the 11 S&P 500 sector indexes, seven declined, led lower by industrials , down 2.25%, followed by a 1.72% loss in energy.The S&P 500 declined 0.58% to end the session at 4,100.68 points, closing lower for the first time in a week.The Nasdaq declined 0.52% to 12,126.33 points, while the Dow Jones Industrial Average declined 0.59% to 33,402.38 points.Caterpillar Inc, viewed as bellwether for the industrial sector, fell 5.4%.Heavyweight chipmaker Nvidia lost 1.8%, weighing more than any other stock on the S&P 500's decline.Healthcare and utilities , which many investors expect to hold up better during an economic slowdown, were among the few S&P 500 sector indexes gaining on Tuesday.Trading in interest rate futures shows bets are now tilted toward a pause by the Fed in May, with odds of a 25-basis point rate hike at 42%, compared with nearly 60% before the data, according to CME Group's Fedwatch tool.So far in 2023, the S&P 500 has gained nearly 7% and it remains down about 15% from its record high close in January 2022.Virgin Orbit Holdings Inc slumped 23.2% after the satellite launch company filed for Chapter 11 bankruptcy on failing to secure long-term funding.AMC Entertainment Holdings Inc shares tumbled 23.5% after the movie theater chain said it agreed to settle litigation and proceed with converting its preferred stock into common shares.Shares of Digital World Acquisition Corp fell 8% after the SPAC linked to former U.S. President Donald Trump delayed the filing of its annual financial report.Volume on U.S. exchanges was relatively light, with 10.3 billion shares traded, compared to an average of 12.8 billion shares over the previous 20 sessions.Across the U.S. stock market , declining stocks outnumbered rising ones by a 2.2-to-one ratio.The S&P 500 posted 14 new highs and one new lows; the Nasdaq recorded 64 new highs and 238 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":229448112152688,"gmtCreate":1697059446376,"gmtModify":1697059450842,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Goldmine 🤩","listText":"Goldmine 🤩","text":"Goldmine 🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/229448112152688","repostId":"1182876992","repostType":2,"repost":{"id":"1182876992","pubTimestamp":1697008678,"share":"https://ttm.financial/m/news/1182876992?lang=&edition=fundamental","pubTime":"2023-10-11 15:17","market":"us","language":"en","title":"Nio Hits 30M Battery Swaps, Looks To Add 2,300 Stations By Year-End","url":"https://stock-news.laohu8.com/highlight/detail?id=1182876992","media":"Benzinga","summary":"Nio Inc has hit a new milestone with its power swap technology.What Happened: Nio said in an X post that the company achieved 30 million battery swaps as of Monday.“30 Million Battery Swaps, 30 Million Joyful Trips,” Nio wrote on X, formerly Twitter.The company said that it delivers over 60,000 swaps every day with a fully charged NIO car leaving a power swap station every 1.4 seconds.Why It Matters: As of Sept. 30, Nio delivered a total of 399,549 vehicles.By the end of the year, Nio intends to","content":"<html><head></head><body><p><strong>Nio Inc </strong>has hit a new milestone with its power swap technology.</p><p style=\"text-align: start;\"><strong>What Happened:</strong> Nio said in an X post that the company achieved 30 million battery swaps as of Monday.</p><p style=\"text-align: start;\">“30 Million Battery Swaps, 30 Million Joyful Trips,” Nio wrote on X, formerly Twitter.</p><p style=\"text-align: start;\">The company said that it delivers over 60,000 swaps every day with a fully charged NIO car leaving a power swap station every 1.4 seconds.</p><p><strong>Why It Matters:</strong> As of Sept. 30, Nio delivered a total of 399,549 vehicles.</p><p style=\"text-align: start;\">By the end of the year, Nio intends to put up 2,300 power swap stations to cater to its fleet in China. In September alone, the company added 155 power swap stations.</p><p style=\"text-align: start;\">The Chinese EV maker is a proponent of the battery-swapping service over battery charging and claims that it takes just 3 minutes to swap a fully charged battery. The continuous deployment of power swap stations will provide a charging experience beyond refueling, says Nio.</p><p style=\"text-align: start;\">This is in contrast to most EV players including giant <strong>Tesla</strong>, <strong>Volkswagen</strong>,<strong> </strong>and <strong>General Motors </strong>who rely on charging for their EVs.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Hits 30M Battery Swaps, Looks To Add 2,300 Stations By Year-End</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\">\nNio Hits 30M Battery Swaps, Looks To Add 2,300 Stations By Year-End\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-11 15:17 GMT+8 <a href=https://www.benzinga.com/news/23/10/35181026/nios-latest-milestone-ev-maker-hits-30m-battery-swaps-looks-to-add-more-stations-by-year-end><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio Inc has hit a new milestone with its power swap technology.What Happened: Nio said in an X post that the company achieved 30 million battery swaps as of Monday.“30 Million Battery Swaps, 30 ...</p>\n\n<a href=\"https://www.benzinga.com/news/23/10/35181026/nios-latest-milestone-ev-maker-hits-30m-battery-swaps-looks-to-add-more-stations-by-year-end\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"https://www.benzinga.com/news/23/10/35181026/nios-latest-milestone-ev-maker-hits-30m-battery-swaps-looks-to-add-more-stations-by-year-end","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182876992","content_text":"Nio Inc has hit a new milestone with its power swap technology.What Happened: Nio said in an X post that the company achieved 30 million battery swaps as of Monday.“30 Million Battery Swaps, 30 Million Joyful Trips,” Nio wrote on X, formerly Twitter.The company said that it delivers over 60,000 swaps every day with a fully charged NIO car leaving a power swap station every 1.4 seconds.Why It Matters: As of Sept. 30, Nio delivered a total of 399,549 vehicles.By the end of the year, Nio intends to put up 2,300 power swap stations to cater to its fleet in China. In September alone, the company added 155 power swap stations.The Chinese EV maker is a proponent of the battery-swapping service over battery charging and claims that it takes just 3 minutes to swap a fully charged battery. The continuous deployment of power swap stations will provide a charging experience beyond refueling, says Nio.This is in contrast to most EV players including giant Tesla, Volkswagen, and General Motors who rely on charging for their EVs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970643598,"gmtCreate":1684419083614,"gmtModify":1684419088168,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"All these articles for leisure reading. Unable to predict end year or next year therefore 10yrs lor 🤭","listText":"All these articles for leisure reading. Unable to predict end year or next year therefore 10yrs lor 🤭","text":"All these articles for leisure reading. Unable to predict end year or next year therefore 10yrs lor 🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9970643598","repostId":"2336395804","repostType":4,"repost":{"id":"2336395804","pubTimestamp":1684423500,"share":"https://ttm.financial/m/news/2336395804?lang=&edition=fundamental","pubTime":"2023-05-18 23:25","market":"us","language":"en","title":"Prediction: 2 Growth Stocks Will Be Worth $2 Trillion by 2033 (Besides Apple and Microsoft)","url":"https://stock-news.laohu8.com/highlight/detail?id=2336395804","media":"Motley Fool","summary":"These growth stocks could join Apple and Microsoft in the $2 trillion club by 2033.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Apple and Microsoft are the two most valuable companies in the world, and both have already crossed the $2 trillion threshold.</p></li><li><p>Tesla’s strong competitive position in electric vehicles and autonomous vehicles could propel the company to a $2 trillion valuation by 2033.</p></li><li><p>Alphabet’s dominance in digital advertising and its growing cloud computing business could help the company achieve a $2 trillion valuation by 2033.</p></li></ul><p>A decade ago, <strong>Apple </strong>and <strong>ExxonMobil</strong> were the most valuable companies in the world, but neither had a market cap exceeding $600 billion. Today, Apple and <strong>Microsoft</strong> are the most valuable companies in the world, and both have a market cap exceeding $2 trillion. Investors should ask themselves what changes the next decade will bring.</p><p>Here are two growth stocks that could join Apple and Microsoft in the $2 trillion club by 2033.</p><h2>1. Tesla</h2><p><strong>Tesla</strong>'s current market cap of $535 billion would need to increase about 3.7-fold over the next decade, or 14% annually, to reach $2 trillion. But some analysts expect the company to blow by that figure well before 2033. For instance, Ark Invest believes Tesla will have a market cap between $4.4 trillion and $7.9 trillion by 2027. That may be optimistic -- although Ark has been right about Tesla in the past -- but that forecast makes $2 trillion look easy.</p><p>Tesla led the industry last year in battery electric vehicle sales, with an 18.2% market share, and management expects to grow deliveries by 50% annually over the long term. The company also reported the highest operating margin among volume carmakers last year, meaning Tesla is more profitable than its peers, and management says its margins will remain the highest in the industry. Collectively, those predictions put Tesla in a good position. Electric vehicle (EV) sales are forecast to grow at 23% annually through 2032, but Tesla believes it will outpace that figure while maintaining higher margins than its competition.</p><p>Investors have good reason to believe that narrative. CEO Elon Musk says Tesla has the most advanced manufacturing technology on the planet, and Cairn Energy Research Advisors says Tesla will be able to produce battery packs (the most expensive part of an EV) at a lower cost per kilowatt-hour than any other automaker through the end of the decade. But management expects full self-driving (FSD) software to be a real profit driver in the long run.</p><p>Tesla has a big advantage when it comes to autonomous vehicles. Data is the foundation of artificial intelligence (AI), and Tesla has more autopilot-enabled cars on the road than any competitor, meaning it has more data to train the AI models that power its FSD platform. Musk also believes the in-car supercomputer that runs Tesla's FSD software is the most efficient inference computer in the world. Collectively, those advantages position Tesla as an early leader in the autonomous vehicle market, and Precedence Research expects that market to grow at 39% annually through 2030.</p><p>Here's the bottom line: Given Tesla's strong position in two quickly expanding markets, investors can reasonably expect annualized sales growth of at least 25% over the next decade. That estimate is conservative compared to its annualized sales growth of 47% over the last five years. Assuming Tesla hits that mark, its market cap could increase 3.7-fold to $2 trillion while its price-to-sales ratio falls to 2.5 times sales, a discount to the current 6.9 times sales.</p><h2>2. Alphabet</h2><p><strong>Alphabet</strong> is much closer than Tesla to the $2 trillion milestone. Its current market cap of $1.4 trillion falls just 43% shy of that threshold, meaning it needs to grow at just 3.6% annually over the next decade.</p><p>The investment thesis for Alphabet is simple: Google Search is the most popular search engine, and YouTube is the most popular streaming service, and their popularity makes Alphabet an irreplaceable advertising partner for many brands. In fact, the company accounted for nearly 30% of global digital ad spending last year, according to eMarketer. Alphabet may lose some market share in the coming years, but it will likely maintain its leadership position. That puts the company in a good spot because the ad tech market is expected to grow at 14% annually through 2030.</p><p>Alphabet is also gaining ground in cloud computing. Google Cloud Platform held a 10% market share in cloud infrastructure and platform services in the first quarter, up from 8% last year, and its expertise in AI could be a significant growth driver in the coming years. Alphabet may not have a viral application like ChatGPT yet, but experts have recognized the company as a leader in AI infrastructure, conversational AI platforms, and AI-powered document analytics. That bodes well for the company because the AI software market could grow as fast as 42% annually through 2030, and the broader cloud computing market is expected to grow at 14% annually through the end of the decade.</p><p>Here's the bottom line: Alphabet has a strong competitive position in digital advertising and cloud computing, two markets expected to grow at 14% annually through the end of the decade. Shares currently trade at a reasonable 5.1 times sales, but if Alphabet grows revenue at 10% annually over the next decade -- a conservative estimate given its annualized revenue growth of 19% over the last five years -- its market cap could reach $2 trillion while its valuation multiple falls to an even more reasonable 2.7 times sales.</p><p>Of course, Alphabet may grow revenue more quickly than 10% annually given its strong presence in several quickly expanding markets, so its market cap could top $2 trillion long before 2033.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Prediction: 2 Growth Stocks Will Be Worth $2 Trillion by 2033 (Besides Apple and Microsoft)</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\">\nPrediction: 2 Growth Stocks Will Be Worth $2 Trillion by 2033 (Besides Apple and Microsoft)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-18 23:25 GMT+8 <a href=https://www.fool.com/investing/2023/05/17/2-growth-stocks-worth-2-trillion-besides-apple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSApple and Microsoft are the two most valuable companies in the world, and both have already crossed the $2 trillion threshold.Tesla’s strong competitive position in electric vehicles and ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/17/2-growth-stocks-worth-2-trillion-besides-apple/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4527":"明星科技股","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","BK4574":"无人驾驶","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4505":"高瓴资本持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4512":"苹果概念","GOOG":"谷歌","LU0557290698.USD":"施罗德环球可持续增长基金","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","GOOGL":"谷歌A","TSLA":"特斯拉","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","BK4170":"电脑硬件、储存设备及电脑周边","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","BK4514":"搜索引擎","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0079474960.USD":"联博美国增长基金A","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4528":"SaaS概念","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0080751232.USD":"富达环球多元动力基金A","BK4532":"文艺复兴科技持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4571":"数字音乐概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)"},"source_url":"https://www.fool.com/investing/2023/05/17/2-growth-stocks-worth-2-trillion-besides-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2336395804","content_text":"KEY POINTSApple and Microsoft are the two most valuable companies in the world, and both have already crossed the $2 trillion threshold.Tesla’s strong competitive position in electric vehicles and autonomous vehicles could propel the company to a $2 trillion valuation by 2033.Alphabet’s dominance in digital advertising and its growing cloud computing business could help the company achieve a $2 trillion valuation by 2033.A decade ago, Apple and ExxonMobil were the most valuable companies in the world, but neither had a market cap exceeding $600 billion. Today, Apple and Microsoft are the most valuable companies in the world, and both have a market cap exceeding $2 trillion. Investors should ask themselves what changes the next decade will bring.Here are two growth stocks that could join Apple and Microsoft in the $2 trillion club by 2033.1. TeslaTesla's current market cap of $535 billion would need to increase about 3.7-fold over the next decade, or 14% annually, to reach $2 trillion. But some analysts expect the company to blow by that figure well before 2033. For instance, Ark Invest believes Tesla will have a market cap between $4.4 trillion and $7.9 trillion by 2027. That may be optimistic -- although Ark has been right about Tesla in the past -- but that forecast makes $2 trillion look easy.Tesla led the industry last year in battery electric vehicle sales, with an 18.2% market share, and management expects to grow deliveries by 50% annually over the long term. The company also reported the highest operating margin among volume carmakers last year, meaning Tesla is more profitable than its peers, and management says its margins will remain the highest in the industry. Collectively, those predictions put Tesla in a good position. Electric vehicle (EV) sales are forecast to grow at 23% annually through 2032, but Tesla believes it will outpace that figure while maintaining higher margins than its competition.Investors have good reason to believe that narrative. CEO Elon Musk says Tesla has the most advanced manufacturing technology on the planet, and Cairn Energy Research Advisors says Tesla will be able to produce battery packs (the most expensive part of an EV) at a lower cost per kilowatt-hour than any other automaker through the end of the decade. But management expects full self-driving (FSD) software to be a real profit driver in the long run.Tesla has a big advantage when it comes to autonomous vehicles. Data is the foundation of artificial intelligence (AI), and Tesla has more autopilot-enabled cars on the road than any competitor, meaning it has more data to train the AI models that power its FSD platform. Musk also believes the in-car supercomputer that runs Tesla's FSD software is the most efficient inference computer in the world. Collectively, those advantages position Tesla as an early leader in the autonomous vehicle market, and Precedence Research expects that market to grow at 39% annually through 2030.Here's the bottom line: Given Tesla's strong position in two quickly expanding markets, investors can reasonably expect annualized sales growth of at least 25% over the next decade. That estimate is conservative compared to its annualized sales growth of 47% over the last five years. Assuming Tesla hits that mark, its market cap could increase 3.7-fold to $2 trillion while its price-to-sales ratio falls to 2.5 times sales, a discount to the current 6.9 times sales.2. AlphabetAlphabet is much closer than Tesla to the $2 trillion milestone. Its current market cap of $1.4 trillion falls just 43% shy of that threshold, meaning it needs to grow at just 3.6% annually over the next decade.The investment thesis for Alphabet is simple: Google Search is the most popular search engine, and YouTube is the most popular streaming service, and their popularity makes Alphabet an irreplaceable advertising partner for many brands. In fact, the company accounted for nearly 30% of global digital ad spending last year, according to eMarketer. Alphabet may lose some market share in the coming years, but it will likely maintain its leadership position. That puts the company in a good spot because the ad tech market is expected to grow at 14% annually through 2030.Alphabet is also gaining ground in cloud computing. Google Cloud Platform held a 10% market share in cloud infrastructure and platform services in the first quarter, up from 8% last year, and its expertise in AI could be a significant growth driver in the coming years. Alphabet may not have a viral application like ChatGPT yet, but experts have recognized the company as a leader in AI infrastructure, conversational AI platforms, and AI-powered document analytics. That bodes well for the company because the AI software market could grow as fast as 42% annually through 2030, and the broader cloud computing market is expected to grow at 14% annually through the end of the decade.Here's the bottom line: Alphabet has a strong competitive position in digital advertising and cloud computing, two markets expected to grow at 14% annually through the end of the decade. Shares currently trade at a reasonable 5.1 times sales, but if Alphabet grows revenue at 10% annually over the next decade -- a conservative estimate given its annualized revenue growth of 19% over the last five years -- its market cap could reach $2 trillion while its valuation multiple falls to an even more reasonable 2.7 times sales.Of course, Alphabet may grow revenue more quickly than 10% annually given its strong presence in several quickly expanding markets, so its market cap could top $2 trillion long before 2033.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575712158925738","authorId":"3575712158925738","name":"JP24","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3575712158925738","authorIdStr":"3575712158925738"},"content":"We don't even know whether what will happen tomorrow.. and still predict 10 years from now.","text":"We don't even know whether what will happen tomorrow.. and still predict 10 years from now.","html":"We don't even know whether what will happen tomorrow.. and still predict 10 years from now."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957033130,"gmtCreate":1676726978821,"gmtModify":1676726983422,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Bulls will come back on 21Feb 🙏","listText":"Bulls will come back on 21Feb 🙏","text":"Bulls will come back on 21Feb 🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957033130","repostId":"1100725481","repostType":4,"repost":{"id":"1100725481","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":1676779312,"share":"https://ttm.financial/m/news/1100725481?lang=&edition=fundamental","pubTime":"2023-02-19 12:01","market":"us","language":"en","title":"Reminder: U.S. Market Will Be Closed for Washington's Birthday on Monday, Feb. 20, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1100725481","media":"Tiger Newspress","summary":"Washington's Birthday (Presidents Day) is around the corner. The U.S. market will be closed on Monda","content":"<html><head></head><body><p>Washington's Birthday (Presidents Day) is around the corner. The U.S. market will be closed on Monday, February 20, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><b>About Presidents' Day</b></p><p><b>Presidents' Day</b>, also called <b>Washington's Birthday</b> at the federal governmental level, is a holiday in the United States celebrated on the third Monday of February to honor all people who served as presidents of the United States and, since 1879, has been the federal holiday honoring George Washington, who led the Continental Army to victory in the American Revolutionary War, presided at the Constitutional Convention of 1787, and was the first U.S. president.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f9465ca4610b5c38f13638edda32b36\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/><span>George Washington with Flag</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: U.S. Market Will Be Closed for Washington's Birthday on Monday, Feb. 20, 2023</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\">\nReminder: U.S. Market Will Be Closed for Washington's Birthday on Monday, Feb. 20, 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-02-19 12:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Washington's Birthday (Presidents Day) is around the corner. The U.S. market will be closed on Monday, February 20, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><b>About Presidents' Day</b></p><p><b>Presidents' Day</b>, also called <b>Washington's Birthday</b> at the federal governmental level, is a holiday in the United States celebrated on the third Monday of February to honor all people who served as presidents of the United States and, since 1879, has been the federal holiday honoring George Washington, who led the Continental Army to victory in the American Revolutionary War, presided at the Constitutional Convention of 1787, and was the first U.S. president.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f9465ca4610b5c38f13638edda32b36\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/><span>George Washington with Flag</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100725481","content_text":"Washington's Birthday (Presidents Day) is around the corner. The U.S. market will be closed on Monday, February 20, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.About Presidents' DayPresidents' Day, also called Washington's Birthday at the federal governmental level, is a holiday in the United States celebrated on the third Monday of February to honor all people who served as presidents of the United States and, since 1879, has been the federal holiday honoring George Washington, who led the Continental Army to victory in the American Revolutionary War, presided at the Constitutional Convention of 1787, and was the first U.S. president.George Washington with Flag","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926675444,"gmtCreate":1671550810388,"gmtModify":1676538554330,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926675444","repostId":"1119521514","repostType":4,"repost":{"id":"1119521514","pubTimestamp":1671546168,"share":"https://ttm.financial/m/news/1119521514?lang=&edition=fundamental","pubTime":"2022-12-20 22:22","market":"us","language":"en","title":"Why the Bank of Japan’s Surprise Policy Twist Is Rattling Global Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1119521514","media":"MarketWatch","summary":"Anchors aweigh?The Bank of Japan sent shock waves through global financial markets Tuesday, effectiv","content":"<html><head></head><body><p>Anchors aweigh?</p><p>The Bank of Japan sent shock waves through global financial markets Tuesday, effectively loosening a cap on 10-year government bond yields in a surprise move seen as potentially pointing the way to a broader tightening by the last major global central bank to maintain an ultraloose monetary policy.</p><p>Analysts and economists debated the significance of the move. But the market reaction showed global investors were rattled by the potential for the Bank of Japan to eventually give up its role as the last remaining low-rate anchor.</p><p>“The fact that investors see today’s move as heralding a bigger shift is evident from the market reaction,” said Jim Reid, strategist at Deutsche Bank, in a note.</p><p>The BOJ, at a regular policy meeting, said the yield on the 10-year Japanese government bond could rise as high as 0.5% from a previous cap of 0.25%. The central bank, as part of a program known as yield curve control, has maintained a target range around zero for the benchmark government bond yield since 2016 and used that as a tool to keep overall market interest rates low.</p><p>For its part, the BOJ didn’t cite inflation as a reason for the move, instead highlighting concerns about the functioning of the government bond market.</p><p>The yen soared, strengthening by more than 3% versus the U.S. dollar, while yields on 10-year Japanese government bonds were up 16 basis points at 0.413%, after hitting their highest level since 2015. U.S. Treasury yields spiked as global bond yields rose. The dollar weakened broadly versus major rivals, with the ICE U.S. Dollar Index down 0.8%.</p><p>The widening differential between Japanese and other developed market interest rates had translated into a steep selloff by the yen this year, with the currency hitting a multidecade low versus the U.S. dollar earlier this year.</p><p>Equity markets in Asia felt the heat from rising yields, with Japan’s Nikkei 225 falling more than 2%. Stocks in Europe and the U.S. saw a more subdued reaction, with U.S. stock-index futures pointing to a flat start for Wall Street.</p><p>Speculation around a broader shift in policy has been mounting.</p><p>The U.S. Treasury market felt ripples in Monday’s session after the Kyodo News agency over the weekend reported that Japan’s Prime Minister Fumio Kishida was looking to make the country’s 2% inflation target more flexible. The report said that Kishida, as soon as next spring, could discuss details of how to revise the government’s decade-long accord with the BOJ on the 2% target after a new central-bank governor succeeds Haruhiko Kuroda, whose term ends in April.</p><p>The Bank of Japan has spent massively in its effort to maintain the cap on the 10-year yield as global bond yields jumped this year in response to policy tightening by other major central banks, noted Robin Brooks, chief economist at the Institute of International Finance, on Twitter. That pressure may intensify “because markets smell blood,” he said.</p><p><img src=\"https://static.tigerbbs.com/9a956c5a8128687828da110c5f48fec3\" tg-width=\"755\" tg-height=\"1196\" width=\"100%\" height=\"auto\"/></p><p>While prospects for a move were being built into expectations for 2023, there was a widespread view that nothing was likely to happen in the final months of Kuroda’s term as governor, said Adam Cole, chief currency strategist at RBC Capital Markets, in a note.</p><p>He noted that other aspects of policy, including forward guidance and the policy balance rate, were left unchanged and the statement played up the market functioning role of the band widening, rather than characterizing it as a tightening of monetary policy.</p><p>“But coming in illiquid conditions, the market reaction has been sharp. In the near-term, we would not stand in the way of JPY strength and note that positioning, while much reduced in recent weeks, was still net long USD/JPY heading into the decision and covering of these JPY shorts may carry JPY higher still,” he wrote.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why the Bank of Japan’s Surprise Policy Twist Is Rattling Global Markets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy the Bank of Japan’s Surprise Policy Twist Is Rattling Global Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-20 22:22 GMT+8 <a href=https://www.marketwatch.com/story/why-the-bank-of-japans-surprise-policy-twist-is-rattling-global-markets-11671544276?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Anchors aweigh?The Bank of Japan sent shock waves through global financial markets Tuesday, effectively loosening a cap on 10-year government bond yields in a surprise move seen as potentially ...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-the-bank-of-japans-surprise-policy-twist-is-rattling-global-markets-11671544276?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/why-the-bank-of-japans-surprise-policy-twist-is-rattling-global-markets-11671544276?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119521514","content_text":"Anchors aweigh?The Bank of Japan sent shock waves through global financial markets Tuesday, effectively loosening a cap on 10-year government bond yields in a surprise move seen as potentially pointing the way to a broader tightening by the last major global central bank to maintain an ultraloose monetary policy.Analysts and economists debated the significance of the move. But the market reaction showed global investors were rattled by the potential for the Bank of Japan to eventually give up its role as the last remaining low-rate anchor.“The fact that investors see today’s move as heralding a bigger shift is evident from the market reaction,” said Jim Reid, strategist at Deutsche Bank, in a note.The BOJ, at a regular policy meeting, said the yield on the 10-year Japanese government bond could rise as high as 0.5% from a previous cap of 0.25%. The central bank, as part of a program known as yield curve control, has maintained a target range around zero for the benchmark government bond yield since 2016 and used that as a tool to keep overall market interest rates low.For its part, the BOJ didn’t cite inflation as a reason for the move, instead highlighting concerns about the functioning of the government bond market.The yen soared, strengthening by more than 3% versus the U.S. dollar, while yields on 10-year Japanese government bonds were up 16 basis points at 0.413%, after hitting their highest level since 2015. U.S. Treasury yields spiked as global bond yields rose. The dollar weakened broadly versus major rivals, with the ICE U.S. Dollar Index down 0.8%.The widening differential between Japanese and other developed market interest rates had translated into a steep selloff by the yen this year, with the currency hitting a multidecade low versus the U.S. dollar earlier this year.Equity markets in Asia felt the heat from rising yields, with Japan’s Nikkei 225 falling more than 2%. Stocks in Europe and the U.S. saw a more subdued reaction, with U.S. stock-index futures pointing to a flat start for Wall Street.Speculation around a broader shift in policy has been mounting.The U.S. Treasury market felt ripples in Monday’s session after the Kyodo News agency over the weekend reported that Japan’s Prime Minister Fumio Kishida was looking to make the country’s 2% inflation target more flexible. The report said that Kishida, as soon as next spring, could discuss details of how to revise the government’s decade-long accord with the BOJ on the 2% target after a new central-bank governor succeeds Haruhiko Kuroda, whose term ends in April.The Bank of Japan has spent massively in its effort to maintain the cap on the 10-year yield as global bond yields jumped this year in response to policy tightening by other major central banks, noted Robin Brooks, chief economist at the Institute of International Finance, on Twitter. That pressure may intensify “because markets smell blood,” he said.While prospects for a move were being built into expectations for 2023, there was a widespread view that nothing was likely to happen in the final months of Kuroda’s term as governor, said Adam Cole, chief currency strategist at RBC Capital Markets, in a note.He noted that other aspects of policy, including forward guidance and the policy balance rate, were left unchanged and the statement played up the market functioning role of the band widening, rather than characterizing it as a tightening of monetary policy.“But coming in illiquid conditions, the market reaction has been sharp. In the near-term, we would not stand in the way of JPY strength and note that positioning, while much reduced in recent weeks, was still net long USD/JPY heading into the decision and covering of these JPY shorts may carry JPY higher still,” he wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}