Mattscr personal page - To The Moon

Mattscr

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04-19

$(AMD)$ 11 days to earnings call. Go Go. Great opportunity to DCA 💪

2023-03-31

$NIO Inc.(NIO)$ Let's go

2022-11-09

Hopeful [Sly]

Is Advanced Micro Devices Stock Still Attractive Despite End of PC Boom?

2022-11-08

$NIO Inc.(NIO)$Go go go

2022-09-24

$AMD(AMD)$Bottoming out soon 🤞🏻

2022-09-23

$NIO Inc.(NIO)$Go go go!

2022-09-16

$AMD(AMD)$Company potentials outweighs the sleepy noises

2022-09-12

$AMD(AMD)$Full of potentials

2022-09-08

$AMD(AMD)$Love love go go

2022-09-05

Cool

NIO Launches Augmented Reality Glasses NIO Air AR for in-Car Entertainment

2022-09-05

Nice

NIO: Same Old Headwinds, Same Old Positive Outlook

2022-08-30

$NIO Inc.(NIO)$Yessir

2022-08-26

Nice

NIO Inc. Announces Substantial Completion of Independent Internal Review

2022-08-24

$AMD(AMD)$Slowly but surely

2022-08-24

$Ping An Insurance (Group) Company Of China, Ltd.(601318)$Go go

2022-08-23

Cool

Intel, AMD, And NVIDIA: Why One Clearly Beats The Rest

2022-08-22

Cool

Never Buy the Dip if You See These Red Flags

2022-08-19

$NIO Inc.(NIO)$Good projection

2022-08-17

$AMD(AMD)$Looking to buy more

2022-08-15

$AMD(AMD)$💪🧠

Go to Tiger App to see more news

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That said, several Wall Street analysts are bullish...</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-advanced-micro-devices-nasdaqamd-stock-still-attractive-despite-end-of-pc-boom\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Advanced Micro Devices Stock Still Attractive Despite End of PC Boom?</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 Advanced Micro Devices Stock Still Attractive Despite End of PC Boom?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 16:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/is-advanced-micro-devices-nasdaqamd-stock-still-attractive-despite-end-of-pc-boom><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsPersistent weakness in the PC market and macro headwinds might continue to weigh on Advanced Micro Devices stock over the near term. That said, several Wall Street analysts are bullish...</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-advanced-micro-devices-nasdaqamd-stock-still-attractive-despite-end-of-pc-boom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/is-advanced-micro-devices-nasdaqamd-stock-still-attractive-despite-end-of-pc-boom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148388945","content_text":"Story HighlightsPersistent weakness in the PC market and macro headwinds might continue to weigh on Advanced Micro Devices stock over the near term. That said, several Wall Street analysts are bullish on the long-term prospects of the company’s Data Center and Embedded segments.Advanced Micro Devices (NASDAQ: AMD) stock is down significantly this year amid rising interest rates and declining demand. AMD and other chip makers witnessed a pandemic-led surge in personal computer (PCs) shipments. However, recent results reflected the slump in demand for PC processors. That said, most analysts remain optimistic about AMD due to the strength in its Data Center and Embedded segments.AMD Focusing on Prospects Beyond the Weak PC MarketAMD’s Q3 revenue grew 29% year-over-year to $5.6 billion, even as revenue from the Client segment fell 40% due to weakness in the PC market. The company benefited from higher revenue from the Data Center, Gaming, and Embedded segments. The Embedded segment’s revenue jumped to $1.3 billion from $79 million, reflecting the impact of the Xilinx acquisition.Meanwhile, Data Center segment’s revenue surged 45% to $1.6 billion. The company stated that Q3 marked the 10th straight quarter of record server processor sales, fueled by solid demand for third-generation EPYC processors. Additionally, the segment gained from the initial shipments of its 4th Generation EPYC central processing units (CPUs), called Genoa, to select customers.AMD is confident about the long-term growth and share gains of its Data Center business based on the extensive family of its CPUs, GPUs (graphics processing unit), FPGAs (field programmable gate array), adaptive SoCs, and data processing units (DPUs).The prospects of AMD’s Embedded segment also seem appealing given the demand from clients in the automotive, networking, communications, and aerospace and defense markets.AMD expects its full-year revenue to rise about 43%, driven by the growth in the Embedded and Data Center segments.What are Analysts Saying About AMD?Following the Q3 print, Mizuho Securities analyst Vijay Rakesh lowered the price target for AMD stock to $95 from $102 to reflect near-term macro challenges and “investor sentiment into a potential slowdown.” The analyst cautioned that the PC market has yet to bottom.Nonetheless, Rakesh reiterated a Buy rating on AMD stock as he is positive about AMD’s Data Center segment, with the company ramping Genoa into the first half of 2023.Overall, the Street’s Moderate Buy consensus rating for Advanced Micro Devices stock is based on 17 Buys and nine Holds. The average AMD stock price target of $85.62 implies a 34.1% upside potential. Shares have plummeted 56% year-to-date.ConclusionAMD stock might remain under pressure over the near term due to the lackluster demand in the PC market. That said, most analysts continue to be bullish about the company’s long-term prospects based on its strong fundamentals, solid cash flows (cash from operations increased 14% to $965 million in Q3), and the growth potential of the Data Center and Embedded segments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987853598,"gmtCreate":1667872728915,"gmtModify":1676537977372,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585301056932297","authorIdStr":"3585301056932297"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a><v-v data-views=\"1\"></v-v>Go go go","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a><v-v data-views=\"1\"></v-v>Go go 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🤞🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913833967","isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913168521,"gmtCreate":1663939959763,"gmtModify":1676537366943,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585301056932297","authorIdStr":"3585301056932297"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a><v-v data-views=\"1\"></v-v>Go go go!","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a><v-v data-views=\"1\"></v-v>Go go go!","text":"$NIO Inc.(NIO)$Go go 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sleepy noises","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934250267","isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932474745,"gmtCreate":1662987154187,"gmtModify":1676537176474,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585301056932297","authorIdStr":"3585301056932297"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a><v-v data-views=\"1\"></v-v>Full of potentials","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a><v-v data-views=\"1\"></v-v>Full of potentials","text":"$AMD(AMD)$Full of potentials","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932474745","isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938433138,"gmtCreate":1662646756025,"gmtModify":1676537109342,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585301056932297","authorIdStr":"3585301056932297"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a><v-v data-views=\"1\"></v-v>Love love go go","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a><v-v data-views=\"1\"></v-v>Love love go go","text":"$AMD(AMD)$Love love go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938433138","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931924540,"gmtCreate":1662387279880,"gmtModify":1676537049962,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585301056932297","authorIdStr":"3585301056932297"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931924540","repostId":"1135983957","repostType":2,"repost":{"id":"1135983957","kind":"news","pubTimestamp":1662386646,"share":"https://ttm.financial/m/news/1135983957?lang=&edition=fundamental","pubTime":"2022-09-05 22:04","market":"hk","language":"en","title":"NIO Launches Augmented Reality Glasses NIO Air AR for in-Car Entertainment","url":"https://stock-news.laohu8.com/highlight/detail?id=1135983957","media":"Seeking Alpha","summary":"NIO (NYSE:NIO) launched NIO Air AR Glasses, which were developed with augmented reality (AR) company","content":"<html><head></head><body><ul><li>NIO (NYSE:NIO) launched NIO Air AR Glasses, which were developed with augmented reality (AR) company Nreal, CnEVPostreported.</li><li>Nreal had released its own equivalent Nreal Air in China last month. The NIO Air can project a 130-inch screen from an equivalent distance of four meters and supports 3D display.</li><li>NIO Air will be sold at RMB 2,299, equivalent to Nreal Air&#39;s price.</li><li>The electric car maker said the AR glasses were available for pre-order in limited capacity on the NIO Life online store and the deliveries will begin later in September.</li><li>The glasses can be used with in-car audio systems, but only in vehicles based on NIO&#39;s latest NT 2.0 platform. Car models based on the NT 1.0 platform — NIO ES8, ES6 and EC6 — cannot connect the in-car system to the glasses, but the company noted that it was evaluating solutions for such models with the latest Alder smart system.</li><li>The glasses are one of the cores of NIO&#39;s PanoCinema and it was the first time Nreal developed such a product for a car company, the report added.</li><li>NIO currently provides 260 Dolby Atmos-enabled movies and about 200 3D movies.</li></ul></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>NIO Launches Augmented Reality Glasses NIO Air AR for in-Car Entertainment</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 Launches Augmented Reality Glasses NIO Air AR for in-Car Entertainment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 22:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3880227-nio-launches-augmented-reality-glasses-nio-air-ar-for-in-car-entertainment?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A7><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO (NYSE:NIO) launched NIO Air AR Glasses, which were developed with augmented reality (AR) company Nreal, CnEVPostreported.Nreal had released its own equivalent Nreal Air in China last month. The ...</p>\n\n<a href=\"https://seekingalpha.com/news/3880227-nio-launches-augmented-reality-glasses-nio-air-ar-for-in-car-entertainment?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A7\">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/news/3880227-nio-launches-augmented-reality-glasses-nio-air-ar-for-in-car-entertainment?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135983957","content_text":"NIO (NYSE:NIO) launched NIO Air AR Glasses, which were developed with augmented reality (AR) company Nreal, CnEVPostreported.Nreal had released its own equivalent Nreal Air in China last month. The NIO Air can project a 130-inch screen from an equivalent distance of four meters and supports 3D display.NIO Air will be sold at RMB 2,299, equivalent to Nreal Air's price.The electric car maker said the AR glasses were available for pre-order in limited capacity on the NIO Life online store and the deliveries will begin later in September.The glasses can be used with in-car audio systems, but only in vehicles based on NIO's latest NT 2.0 platform. Car models based on the NT 1.0 platform — NIO ES8, ES6 and EC6 — cannot connect the in-car system to the glasses, but the company noted that it was evaluating solutions for such models with the latest Alder smart system.The glasses are one of the cores of NIO's PanoCinema and it was the first time Nreal developed such a product for a car company, the report added.NIO currently provides 260 Dolby Atmos-enabled movies and about 200 3D movies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931091262,"gmtCreate":1662354291756,"gmtModify":1676537044016,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585301056932297","authorIdStr":"3585301056932297"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931091262","repostId":"1122576838","repostType":2,"repost":{"id":"1122576838","kind":"news","pubTimestamp":1662344703,"share":"https://ttm.financial/m/news/1122576838?lang=&edition=fundamental","pubTime":"2022-09-05 10:25","market":"us","language":"en","title":"NIO: Same Old Headwinds, Same Old Positive Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=1122576838","media":"Seeking Alpha","summary":"SummaryPast headwinds are rearing their heads again, as chip concerns and Chinese lockdowns are once","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Past headwinds are rearing their heads again, as chip concerns and Chinese lockdowns are once again in the news cycle.</li><li>Latest deliveries from NIO are solid when considering current production capacity at its Hefei factory.</li><li>Its new factory at NeoPark could produce about 1 million vehicles a year. It&#39;s now starting to ramp up, although it&#39;ll take time to reach full capacity.</li><li>NIO investors must develop a longer-term mindset in holding the stock; those that do will be rewarded in the years ahead.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/497350e69add2e4ef6c8a8b054c2fcff\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\"/><span>Andy Feng</span></p><p>The share price of NIO (NYSE:NIO) took another hit recently in response to the news the Chinese government was locking down some cities and regions again in response to COVID-19 outbreaks, along with restrictions on NVIDIA&#39;s (NVDA) AI chips sent to China.</p><p>In my opinion, the company has held up fairly well when considering the headwinds of COVID-19 lockdowns, increase in the price of raw materials, concerns about delisting, and supply chain challenges.</p><p>In this article we&#39;ll look at the recent delivery numbers released by NIO, as well as why it&#39;s vital that shareholders and potential investors embrace a long-term holding outlook when and if taking a position in the EV company.</p><p>First, let&#39;s look at the latest delivery results.</p><p><b>Latest deliveries</b></p><p>For August 2022,NIO announced it delivered 10,677 vehicles, a solid year-over-year increase of 81.6 percent. Sequentially, it represented an increase of 6 percent.</p><p>Of the vehicles delivered, 7,551 were premium smart electric SUVs, while the remaining 3,126 were premium smart electric sedans. Of those, there were 398 ES7s delivered in August.</p><p>For the year through August, NIO has delivered 71,556 vehicles, a gain of 28.3 percent year-over-year.</p><p>As for its peers, Li Auto (LI) delivered 4,571 vehicles in August 2022, down 52 percent year-over-year, while XPeng (XPEV) delivered 9,578, up 33 percent year-over-year.</p><p>The reason NIO is starting to strengthen against its Chinese EV peers is, as I&#39;ve mentioned in past articles, because of the loss of production as it retrofitted its production facility, and the timing of the release of new products, which are starting to have a gradual positive impact on delivery numbers. With the new gigafactory in NeoPark going online, that will be a big growth catalyst long into the future, with the potential to produce up to 1 million vehicles at full capacity.</p><p>It&#39;ll take a little time for this to unfold, but I expect at minimum incremental growth in the near term, which should expand to much stronger growth as headwinds continue to dissipate going forward.</p><p>Bear in mind that its Hefei facility only has the capacity to produce approximately 120,000 vehicles a year. That will increase as its gigafactory at NeoPark ramps up.</p><p><b>Headwinds</b></p><p>The latest perceived headwind was the news that China had placed restrictions on Nvidia&#39;s AI chips, even though it has nothing to do with chips used in EVs. The fear came from the alleged possibility that this could attract the type of scrutiny that would have an impact on chips that were used in EVs. Predictably, the market panicked from the unproven theory that this is what could possibly happen. It reminds me of the overhyped idea that NIO was likely to be delisted, even though I&#39;m on record that it was very unlikely to play out that way. My point is, it&#39;s probably going to take a lot more than Chinese restrictions on Nvidia AI chips to trigger the type of reaction that would cause a pushback that would have an impact on the Chinese EV industry, and by extension, NIO, Inc. As for the other visible headwinds, the ongoing, sporadic lockdowns are already priced in, even though there is always the temporary sell-off when a new one is announced. I see these as nothing more than a temporary delay to the growth of NIO, rather than any type of long-term disruption to the company.</p><p>That leads me to the major thesis of this article, which is investors must change from the trading mentality that was embraced when NIO was enjoying a lot of hype that rapidly moved its share price in fairly predictable up and down patterns.</p><p><b>NIO shareholders must embrace new mindset</b></p><p>Like I said, in the past, when NIO&#39;s share price was very volatile while continuing to increase in value, it invited a large number of traders that moved successfully in and out of the stock. I was one of them.</p><p>But with the timing of the pandemic and NIO&#39;s strategy of retrofitting its production facility while building a new one, it put significant downward pressure on the stock, which flushed out many of the traders that were underwater.</p><p>As this has played out, NIO has been gradually improving its outlook with the new products it is releasing into the market that will compete at different price points.</p><p>The company should further separate itself from Li Auto and XPeng as it ramps up production at its newest facility. Outside of war breaking out, I see a prolonged growth period for NIO, once which will reward shareholders significantly.</p><p>But the only way this will benefit investors will be to transition from a trading mindset to a long-term holding mindset. We need to largely ignore the noise of the news cycle and look strictly at the numbers and the prospects for NIO in the EV space. With its expanding product line, available capital, and long-term production capacity, long-term shareholders will do very well if they don&#39;t sell-off in response to temporary headwinds.</p><p><b>Conclusion</b></p><p>Among growth companies, I see NIO as one of those that are about a sure bet as you can get, assuming shareholders aren&#39;t flushed out of their holdings by the fear now permeating the market.</p><p>It has a growing number of models to compete at various price points, production capacity that will allow it to grow for years into the future, and the available capital fund that growth.</p><p>The company will continue be volatile under the current economic and pandemic conditions, but as these things start to improve, the growth trajectory of NIO should resume to strong levels. Over time, I see NIO as a play that offers extraordinary upside for patient investors.</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>NIO: Same Old Headwinds, Same Old Positive Outlook</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: Same Old Headwinds, Same Old Positive Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538876-nio-same-headwinds-positive-outlook?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A8><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPast headwinds are rearing their heads again, as chip concerns and Chinese lockdowns are once again in the news cycle.Latest deliveries from NIO are solid when considering current production ...</p>\n\n<a href=\"https://seekingalpha.com/article/4538876-nio-same-headwinds-positive-outlook?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A8\">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","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4538876-nio-same-headwinds-positive-outlook?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A8","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122576838","content_text":"SummaryPast headwinds are rearing their heads again, as chip concerns and Chinese lockdowns are once again in the news cycle.Latest deliveries from NIO are solid when considering current production capacity at its Hefei factory.Its new factory at NeoPark could produce about 1 million vehicles a year. It's now starting to ramp up, although it'll take time to reach full capacity.NIO investors must develop a longer-term mindset in holding the stock; those that do will be rewarded in the years ahead.Andy FengThe share price of NIO (NYSE:NIO) took another hit recently in response to the news the Chinese government was locking down some cities and regions again in response to COVID-19 outbreaks, along with restrictions on NVIDIA's (NVDA) AI chips sent to China.In my opinion, the company has held up fairly well when considering the headwinds of COVID-19 lockdowns, increase in the price of raw materials, concerns about delisting, and supply chain challenges.In this article we'll look at the recent delivery numbers released by NIO, as well as why it's vital that shareholders and potential investors embrace a long-term holding outlook when and if taking a position in the EV company.First, let's look at the latest delivery results.Latest deliveriesFor August 2022,NIO announced it delivered 10,677 vehicles, a solid year-over-year increase of 81.6 percent. Sequentially, it represented an increase of 6 percent.Of the vehicles delivered, 7,551 were premium smart electric SUVs, while the remaining 3,126 were premium smart electric sedans. Of those, there were 398 ES7s delivered in August.For the year through August, NIO has delivered 71,556 vehicles, a gain of 28.3 percent year-over-year.As for its peers, Li Auto (LI) delivered 4,571 vehicles in August 2022, down 52 percent year-over-year, while XPeng (XPEV) delivered 9,578, up 33 percent year-over-year.The reason NIO is starting to strengthen against its Chinese EV peers is, as I've mentioned in past articles, because of the loss of production as it retrofitted its production facility, and the timing of the release of new products, which are starting to have a gradual positive impact on delivery numbers. With the new gigafactory in NeoPark going online, that will be a big growth catalyst long into the future, with the potential to produce up to 1 million vehicles at full capacity.It'll take a little time for this to unfold, but I expect at minimum incremental growth in the near term, which should expand to much stronger growth as headwinds continue to dissipate going forward.Bear in mind that its Hefei facility only has the capacity to produce approximately 120,000 vehicles a year. That will increase as its gigafactory at NeoPark ramps up.HeadwindsThe latest perceived headwind was the news that China had placed restrictions on Nvidia's AI chips, even though it has nothing to do with chips used in EVs. The fear came from the alleged possibility that this could attract the type of scrutiny that would have an impact on chips that were used in EVs. Predictably, the market panicked from the unproven theory that this is what could possibly happen. It reminds me of the overhyped idea that NIO was likely to be delisted, even though I'm on record that it was very unlikely to play out that way. My point is, it's probably going to take a lot more than Chinese restrictions on Nvidia AI chips to trigger the type of reaction that would cause a pushback that would have an impact on the Chinese EV industry, and by extension, NIO, Inc. As for the other visible headwinds, the ongoing, sporadic lockdowns are already priced in, even though there is always the temporary sell-off when a new one is announced. I see these as nothing more than a temporary delay to the growth of NIO, rather than any type of long-term disruption to the company.That leads me to the major thesis of this article, which is investors must change from the trading mentality that was embraced when NIO was enjoying a lot of hype that rapidly moved its share price in fairly predictable up and down patterns.NIO shareholders must embrace new mindsetLike I said, in the past, when NIO's share price was very volatile while continuing to increase in value, it invited a large number of traders that moved successfully in and out of the stock. I was one of them.But with the timing of the pandemic and NIO's strategy of retrofitting its production facility while building a new one, it put significant downward pressure on the stock, which flushed out many of the traders that were underwater.As this has played out, NIO has been gradually improving its outlook with the new products it is releasing into the market that will compete at different price points.The company should further separate itself from Li Auto and XPeng as it ramps up production at its newest facility. Outside of war breaking out, I see a prolonged growth period for NIO, once which will reward shareholders significantly.But the only way this will benefit investors will be to transition from a trading mindset to a long-term holding mindset. We need to largely ignore the noise of the news cycle and look strictly at the numbers and the prospects for NIO in the EV space. With its expanding product line, available capital, and long-term production capacity, long-term shareholders will do very well if they don't sell-off in response to temporary headwinds.ConclusionAmong growth companies, I see NIO as one of those that are about a sure bet as you can get, assuming shareholders aren't flushed out of their holdings by the fear now permeating the market.It has a growing number of models to compete at various price points, production capacity that will allow it to grow for years into the future, and the available capital fund that growth.The company will continue be volatile under the current economic and pandemic conditions, but as these things start to improve, the growth trajectory of NIO should resume to strong levels. Over time, I see NIO as a play that offers extraordinary upside for patient investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930068526,"gmtCreate":1661873545068,"gmtModify":1676536594565,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585301056932297","authorIdStr":"3585301056932297"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a><v-v data-views=\"1\"></v-v>Yessir&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a><v-v data-views=\"1\"></v-v>Yessir&nbsp;","text":"$NIO Inc.(NIO)$Yessir","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930068526","isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995443797,"gmtCreate":1661506517021,"gmtModify":1676536532059,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585301056932297","authorIdStr":"3585301056932297"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995443797","repostId":"1115394877","repostType":2,"repost":{"id":"1115394877","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1661506401,"share":"https://ttm.financial/m/news/1115394877?lang=&edition=fundamental","pubTime":"2022-08-26 17:33","market":"us","language":"en","title":"NIO Inc. Announces Substantial Completion of Independent Internal Review","url":"https://stock-news.laohu8.com/highlight/detail?id=1115394877","media":"Tiger Newspress","summary":"NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company","content":"<html><head></head><body><p>NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the premium smart electric vehicle market, today provided an update on the status of the previously announced independent internal review. As previously disclosed, shortly after the publication of a report issued by the short-seller firm Grizzly Research LLC on June 28, 2022 (the “Short Seller Report”), an independent committee of the board of directors (the “Independent Committee”), consisting of independent directors Mr. Denny Ting Bun Lee, Mr. Hai Wu, and Ms. Yu Long, was formed to oversee an independent internal review regarding the key allegations made in the Short Seller Report (the “Internal Review”). The Internal Review was performed by the Independent Committee with the assistance of third-party professional advisors including an international law firm and forensic accounting experts from a well-regarded forensic accounting firm that is not the Company&#39;s auditor. The Internal Review is now substantially complete. Based on findings of the Internal Review, the Independent Committee has concluded that these allegations were not substantiated.</p><p><b>About NIO Inc.</b></p><p>NIO Inc. is a pioneer and a leading company in the premium smart electric vehicle market. Founded in November 2014, NIO’s mission is to shape a joyful lifestyle. NIO aims to build a community starting with smart electric vehicles to share joy and grow together with users. NIO designs, develops, jointly manufactures and sells premium smart electric vehicles, driving innovations in next-generation technologies in autonomous driving, digital technologies, electric powertrains and batteries. NIO differentiates itself through its continuous technological breakthroughs and innovations, such as its industry-leading battery swapping technologies, Battery as a Service, or BaaS, as well as its proprietary autonomous driving technologies and Autonomous Driving as a Service, or ADaaS. NIO’s product portfolio consists of the ES8, a six- or seven-seater flagship premium smart electric SUV, the ES7, a mid-large five-seater premium smart electric SUV, the ES6, a five-seater high-performance premium smart electric SUV, the EC6, a five-seater premium smart electric coupe SUV, the ET7, a flagship premium smart electric sedan, and the ET5, a mid-size premium smart electric sedan.</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>NIO Inc. Announces Substantial Completion of Independent Internal Review</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 Inc. Announces Substantial Completion of Independent Internal Review\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\">2022-08-26 17:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the premium smart electric vehicle market, today provided an update on the status of the previously announced independent internal review. As previously disclosed, shortly after the publication of a report issued by the short-seller firm Grizzly Research LLC on June 28, 2022 (the “Short Seller Report”), an independent committee of the board of directors (the “Independent Committee”), consisting of independent directors Mr. Denny Ting Bun Lee, Mr. Hai Wu, and Ms. Yu Long, was formed to oversee an independent internal review regarding the key allegations made in the Short Seller Report (the “Internal Review”). The Internal Review was performed by the Independent Committee with the assistance of third-party professional advisors including an international law firm and forensic accounting experts from a well-regarded forensic accounting firm that is not the Company&#39;s auditor. The Internal Review is now substantially complete. Based on findings of the Internal Review, the Independent Committee has concluded that these allegations were not substantiated.</p><p><b>About NIO Inc.</b></p><p>NIO Inc. is a pioneer and a leading company in the premium smart electric vehicle market. Founded in November 2014, NIO’s mission is to shape a joyful lifestyle. NIO aims to build a community starting with smart electric vehicles to share joy and grow together with users. NIO designs, develops, jointly manufactures and sells premium smart electric vehicles, driving innovations in next-generation technologies in autonomous driving, digital technologies, electric powertrains and batteries. NIO differentiates itself through its continuous technological breakthroughs and innovations, such as its industry-leading battery swapping technologies, Battery as a Service, or BaaS, as well as its proprietary autonomous driving technologies and Autonomous Driving as a Service, or ADaaS. NIO’s product portfolio consists of the ES8, a six- or seven-seater flagship premium smart electric SUV, the ES7, a mid-large five-seater premium smart electric SUV, the ES6, a five-seater high-performance premium smart electric SUV, the EC6, a five-seater premium smart electric coupe SUV, the ET7, a flagship premium smart electric sedan, and the ET5, a mid-size premium smart electric sedan.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115394877","content_text":"NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the premium smart electric vehicle market, today provided an update on the status of the previously announced independent internal review. As previously disclosed, shortly after the publication of a report issued by the short-seller firm Grizzly Research LLC on June 28, 2022 (the “Short Seller Report”), an independent committee of the board of directors (the “Independent Committee”), consisting of independent directors Mr. Denny Ting Bun Lee, Mr. Hai Wu, and Ms. Yu Long, was formed to oversee an independent internal review regarding the key allegations made in the Short Seller Report (the “Internal Review”). The Internal Review was performed by the Independent Committee with the assistance of third-party professional advisors including an international law firm and forensic accounting experts from a well-regarded forensic accounting firm that is not the Company's auditor. The Internal Review is now substantially complete. Based on findings of the Internal Review, the Independent Committee has concluded that these allegations were not substantiated.About NIO Inc.NIO Inc. is a pioneer and a leading company in the premium smart electric vehicle market. Founded in November 2014, NIO’s mission is to shape a joyful lifestyle. NIO aims to build a community starting with smart electric vehicles to share joy and grow together with users. NIO designs, develops, jointly manufactures and sells premium smart electric vehicles, driving innovations in next-generation technologies in autonomous driving, digital technologies, electric powertrains and batteries. NIO differentiates itself through its continuous technological breakthroughs and innovations, such as its industry-leading battery swapping technologies, Battery as a Service, or BaaS, as well as its proprietary autonomous driving technologies and Autonomous Driving as a Service, or ADaaS. NIO’s product portfolio consists of the ES8, a six- or seven-seater flagship premium smart electric SUV, the ES7, a mid-large five-seater premium smart electric SUV, the ES6, a five-seater high-performance premium smart electric SUV, the EC6, a five-seater premium smart electric coupe SUV, the ET7, a flagship premium smart electric sedan, and the ET5, a mid-size premium smart electric sedan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992489933,"gmtCreate":1661353845024,"gmtModify":1676536502193,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585301056932297","authorIdStr":"3585301056932297"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a><v-v data-views=\"1\"></v-v>Slowly but surely&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a><v-v data-views=\"1\"></v-v>Slowly but surely&nbsp;","text":"$AMD(AMD)$Slowly but surely","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992489933","isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992201247,"gmtCreate":1661311746392,"gmtModify":1676536495445,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585301056932297","authorIdStr":"3585301056932297"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/601318\">$Ping An Insurance (Group) Company Of China, Ltd.(601318)$</a>Go go","listText":"<a href=\"https://ttm.financial/S/601318\">$Ping An Insurance (Group) Company Of China, Ltd.(601318)$</a>Go go","text":"$Ping An Insurance (Group) Company Of China, Ltd.(601318)$Go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992201247","isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996747131,"gmtCreate":1661219908625,"gmtModify":1676536477395,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585301056932297","authorIdStr":"3585301056932297"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996747131","repostId":"1168024751","repostType":2,"repost":{"id":"1168024751","kind":"news","pubTimestamp":1661219701,"share":"https://ttm.financial/m/news/1168024751?lang=&edition=fundamental","pubTime":"2022-08-23 09:55","market":"us","language":"en","title":"Intel, AMD, And NVIDIA: Why One Clearly Beats The Rest","url":"https://stock-news.laohu8.com/highlight/detail?id=1168024751","media":"Seeking Alpha","summary":"SummaryIntel, AMD, and NVIDIA had very different quarters.One company easily beats the other two per","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Intel, AMD, and NVIDIA had very different quarters.</li><li>One company easily beats the other two performance-wise, making it the most favorable pick today.</li><li>I&#39;ll layout why I believe that one of these is a better investment than the other two at current levels.</li></ul><p><b>Article Thesis</b></p><p>Intel (INTC), NVIDIA (NVDA), and Advanced Micro Devices (NASDAQ:AMD) all reported their most recent quarterly results over the last couple of weeks. The performance during that period was very uneven, however. One of these companies, AMD, clearly outperformed its peers and seems to be well-positioned for strong results in the current year. As it is also not trading at a high valuation, AMD looks like the best pick among these three today.</p><p><b>3 Semi Stocks With Very Different Results</b></p><p>Intel, NVIDIA, and AMD all reported their most recent quarterly results over the last two weeks, with the addendum that in NVIDIA&#39;s case, the release was a pre-earnings announcement where it reported its revenue but not its profits.</p><p>Results in the respective second quarters of these three companies were very different. Intel, the worst performer during that period, saw its revenue plunge by 17%, which can only be described as disastrous. A more in-depth discussion of Intel&#39;s weak quarter is available here. But in short, the company missed estimates on both lines, revised its guidance downwards, lost market share, and the free cash flow picture worsened dramatically. Intel has been the company with the least growth and the lowest valuation among these three peers, thus it is not too surprising to see it perform worse than AMD and NVIDIA growth-wise. But still, the results during the period were worse than expected, even though expectations weren&#39;t very high.</p><p>NVIDIA is the most expensive among these three chip stocks, which was mostly the result of its excellent growth in recent years. The company saw its business grow massively on the back of strong gaming demand, crypto miners buying its GPUs, AI tailwinds, and so on.</p><p><img src=\"https://static.tigerbbs.com/240e0c0f9dc642c746e37034b351e18d\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue (Annual)data by YCharts</p><p>Over the last three years, NVIDIA has slightly beaten AMD when it comes to growing the top line, whereas Intel has not really managed to add to its sales in a meaningful way. That, combined with the strong market outlook for NVIDIA&#39;s AI chips, made the market value NVIDIA at a pretty high valuation. When NVIDIA was trading at more than $300 per share last year, its valuation arguably was crazy high, but even today, NVIDIA remains a pretty pricy stock -- shares are valued at 50x this year&#39;s expected net profit. The pre-announced results for the most recent quarter do not really justify a valuation this high, one could argue.</p><p>The company stated that it would generate revenues of around $6.7 billion during the quarter, down by double-digits year over year. On a two-year stacked basis, revenues are still up quite a lot, which is not the case for Intel, but the revenue decline nevertheless isn&#39;t good news at all. Looking more closely, the data center business performed very well, as NVIDIA saw its sales grow by 61% in that unit. AMD&#39;s data center sales were very strong, too, whereas Intel&#39;s performance in that space was weak -- it seems clear that NVIDIA and AMD are taking share from Intel, a trend that could continue.</p><p>NVIDIA&#39;s gaming business, however, suffered from a major revenue pullback. To some extent, that can be explained by the fact that consumers aren&#39;t investing as much in new hardware as they did during the peak of the pandemic -- with lockdowns gone, they want to go out instead of sitting at home in front of their computers. But the crypto winter also plays a role in the gaming revenue pullback, as NVIDIA&#39;s GPUs are being used to mine cryptocurrencies such as Ethereum (ETH-USD). That has become less profitable as cryptos plunged, which led to lower demand for new chips.</p><p>In the long run, NVIDIA will most likely do well thanks to its strong position in data centers, autonomous driving, and so on. But at least for now, the company is not performing too well, which is why analysts have lowered their earnings per share estimates for the current year dramatically:</p><p><img src=\"https://static.tigerbbs.com/7ace4fb850ed30b94e20e344e75aee10\" tg-width=\"640\" tg-height=\"100\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>EPS estimates for the current year dropped by a hefty 30% over the last month. And yet, NVIDIA&#39;s shares climbed by around 10% over the same time frame. I released a bullish article on NVIDIA in July, but my stance has become less bullish since -- shares gained more than 10% and have outperformed the broad market since, and at the same time, the near-term outlook worsened. Locking in some gains might not be the worst of ideas, I believe.</p><p>AMD, on the other hand, has reported excellent results for its most recent quarter, and at the same time, it&#39;s quite attractively priced, I believe. Revenues jumped by more than 70% year over year. Even when we back out the impact of M&amp;A (mainly the Xilinx acquisition, which was an all-stock deal), AMD saw its sales soar. Revenue per share was up by around 50%, with data center revenue being the main source of additional sales. AMD also beat expectations for both lines.</p><p>Even better, the company&#39;s outlook for the remainder of the current year is pretty healthy as well. The company generated revenues of $12.4 billion during H1 and guides for full year revenues of around $26.3 billion. That means that revenue in H2 should come in around $14 billion, up double-digits from H1. At a time when many market participants are fearing a semiconductor downturn, caused by factors such as a recession, AMD is guiding towards ongoing compelling growth. That differentiates it from its peers NVIDIA and Intel, which are not seen growing by double-digits during the remainder of the year. In fact, Intel&#39;s and NVIDIA&#39;s shareholders might be quite happy if their companies managed to keep revenues flat during the second half of the year.</p><p>And yet, while AMD is the best performer from a growth perspective by far, it&#39;s not the most expensive among these three companies at all:</p><p><img src=\"https://static.tigerbbs.com/423ed0fdb810156cab90fc76a5160581\" tg-width=\"1280\" tg-height=\"943\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>INTC PE Ratio (Forward)data by YCharts</p><p>AMD is more expensive than Intel right now, but that seems more than justified based on AMD&#39;s way better growth, market share gains, stronger data center position, and stronger free cash flow generation. At the same time, AMD is way cheaper than NVIDIA -- based on forecasted profits for this year, NVIDIA trades at a more than 100% premium relative to AMD, which does not seem justified to me.</p><p>So from a growth and value perspective, AMD looks like the best pick among these three major semiconductor companies right now. It&#39;s growing faster than the other two, has a better near-term/H2 outlook, and yet does not seem expensive relative to its underlying performance and potential.</p><p><b>Is AMD A Good Buy Today?</b></p><p>Due to the aforementioned reasons, I think that Advanced Micro Devices is the most favorable investment among these three right now. But that does not necessarily mean that buying it right now must be a great choice. Shares have risen by ~40% from the lows seen earlier this year, and shares are also up by double-digits since we called AMD a Buy in April (while the market is flat since then).</p><p>I do believe that it might not be the perfect time to enter a position now, as shares have climbed considerably in recent weeks. But for someone with a longer-term outlook, AMD should still be a very solid investment at around $100 per share. Analysts are expecting that AMD will earn around $4.90 next year. The company has strong growth potential in the data center space via further market share gains, e.g. due to the company&#39;s introduction of new products such as its fifth-generation EPYC chips (&#34;Turin&#34;) that will launch in 2024. On top of that, healthy market growth in the data center space would allow AMD to grow its business meaningfully even without market share gains. New product launches in other categories and the company&#39;s buybacks -- the current program from this year covers 5% of its market capitalization -- will add additional earnings per share growth potential. All in all, a 12% earnings per share growth rate seems quite achievable over the next five years, I believe -- it&#39;s possible that actual growth will come in way ahead of that. But even with just 12% annual earnings per share growth, 2027&#39;s EPS would total around $7.70 -- put a 21x earnings multiple on that, and AMD is a $160 stock five years from now, which would make for pretty solid returns of 10% a year. If actual earnings per share growth comes in at 15%, which would still be way below the growth rate from the last couple of years, annual returns easily be in the low-teens range.</p><p>So from a timing perspective, right now is not the best time to enter a position -- the stock was considerably lower not too long ago, and might revisit those levels again in case the broad market turns lower. But despite that, it&#39;s reasonable to assume that AMD will deliver solid returns over the next couple of years, which means that AMD is far from a bad investment at current prices.</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>Intel, AMD, And NVIDIA: Why One Clearly Beats The Rest</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\">\nIntel, AMD, And NVIDIA: Why One Clearly Beats The Rest\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-23 09:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4535871-amd-stock-beats-nvidia-intel><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIntel, AMD, and NVIDIA had very different quarters.One company easily beats the other two performance-wise, making it the most favorable pick today.I'll layout why I believe that one of these ...</p>\n\n<a href=\"https://seekingalpha.com/article/4535871-amd-stock-beats-nvidia-intel\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4535871-amd-stock-beats-nvidia-intel","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168024751","content_text":"SummaryIntel, AMD, and NVIDIA had very different quarters.One company easily beats the other two performance-wise, making it the most favorable pick today.I'll layout why I believe that one of these is a better investment than the other two at current levels.Article ThesisIntel (INTC), NVIDIA (NVDA), and Advanced Micro Devices (NASDAQ:AMD) all reported their most recent quarterly results over the last couple of weeks. The performance during that period was very uneven, however. One of these companies, AMD, clearly outperformed its peers and seems to be well-positioned for strong results in the current year. As it is also not trading at a high valuation, AMD looks like the best pick among these three today.3 Semi Stocks With Very Different ResultsIntel, NVIDIA, and AMD all reported their most recent quarterly results over the last two weeks, with the addendum that in NVIDIA's case, the release was a pre-earnings announcement where it reported its revenue but not its profits.Results in the respective second quarters of these three companies were very different. Intel, the worst performer during that period, saw its revenue plunge by 17%, which can only be described as disastrous. A more in-depth discussion of Intel's weak quarter is available here. But in short, the company missed estimates on both lines, revised its guidance downwards, lost market share, and the free cash flow picture worsened dramatically. Intel has been the company with the least growth and the lowest valuation among these three peers, thus it is not too surprising to see it perform worse than AMD and NVIDIA growth-wise. But still, the results during the period were worse than expected, even though expectations weren't very high.NVIDIA is the most expensive among these three chip stocks, which was mostly the result of its excellent growth in recent years. The company saw its business grow massively on the back of strong gaming demand, crypto miners buying its GPUs, AI tailwinds, and so on.NVDA Revenue (Annual)data by YChartsOver the last three years, NVIDIA has slightly beaten AMD when it comes to growing the top line, whereas Intel has not really managed to add to its sales in a meaningful way. That, combined with the strong market outlook for NVIDIA's AI chips, made the market value NVIDIA at a pretty high valuation. When NVIDIA was trading at more than $300 per share last year, its valuation arguably was crazy high, but even today, NVIDIA remains a pretty pricy stock -- shares are valued at 50x this year's expected net profit. The pre-announced results for the most recent quarter do not really justify a valuation this high, one could argue.The company stated that it would generate revenues of around $6.7 billion during the quarter, down by double-digits year over year. On a two-year stacked basis, revenues are still up quite a lot, which is not the case for Intel, but the revenue decline nevertheless isn't good news at all. Looking more closely, the data center business performed very well, as NVIDIA saw its sales grow by 61% in that unit. AMD's data center sales were very strong, too, whereas Intel's performance in that space was weak -- it seems clear that NVIDIA and AMD are taking share from Intel, a trend that could continue.NVIDIA's gaming business, however, suffered from a major revenue pullback. To some extent, that can be explained by the fact that consumers aren't investing as much in new hardware as they did during the peak of the pandemic -- with lockdowns gone, they want to go out instead of sitting at home in front of their computers. But the crypto winter also plays a role in the gaming revenue pullback, as NVIDIA's GPUs are being used to mine cryptocurrencies such as Ethereum (ETH-USD). That has become less profitable as cryptos plunged, which led to lower demand for new chips.In the long run, NVIDIA will most likely do well thanks to its strong position in data centers, autonomous driving, and so on. But at least for now, the company is not performing too well, which is why analysts have lowered their earnings per share estimates for the current year dramatically:Seeking AlphaEPS estimates for the current year dropped by a hefty 30% over the last month. And yet, NVIDIA's shares climbed by around 10% over the same time frame. I released a bullish article on NVIDIA in July, but my stance has become less bullish since -- shares gained more than 10% and have outperformed the broad market since, and at the same time, the near-term outlook worsened. Locking in some gains might not be the worst of ideas, I believe.AMD, on the other hand, has reported excellent results for its most recent quarter, and at the same time, it's quite attractively priced, I believe. Revenues jumped by more than 70% year over year. Even when we back out the impact of M&A (mainly the Xilinx acquisition, which was an all-stock deal), AMD saw its sales soar. Revenue per share was up by around 50%, with data center revenue being the main source of additional sales. AMD also beat expectations for both lines.Even better, the company's outlook for the remainder of the current year is pretty healthy as well. The company generated revenues of $12.4 billion during H1 and guides for full year revenues of around $26.3 billion. That means that revenue in H2 should come in around $14 billion, up double-digits from H1. At a time when many market participants are fearing a semiconductor downturn, caused by factors such as a recession, AMD is guiding towards ongoing compelling growth. That differentiates it from its peers NVIDIA and Intel, which are not seen growing by double-digits during the remainder of the year. In fact, Intel's and NVIDIA's shareholders might be quite happy if their companies managed to keep revenues flat during the second half of the year.And yet, while AMD is the best performer from a growth perspective by far, it's not the most expensive among these three companies at all:INTC PE Ratio (Forward)data by YChartsAMD is more expensive than Intel right now, but that seems more than justified based on AMD's way better growth, market share gains, stronger data center position, and stronger free cash flow generation. At the same time, AMD is way cheaper than NVIDIA -- based on forecasted profits for this year, NVIDIA trades at a more than 100% premium relative to AMD, which does not seem justified to me.So from a growth and value perspective, AMD looks like the best pick among these three major semiconductor companies right now. It's growing faster than the other two, has a better near-term/H2 outlook, and yet does not seem expensive relative to its underlying performance and potential.Is AMD A Good Buy Today?Due to the aforementioned reasons, I think that Advanced Micro Devices is the most favorable investment among these three right now. But that does not necessarily mean that buying it right now must be a great choice. Shares have risen by ~40% from the lows seen earlier this year, and shares are also up by double-digits since we called AMD a Buy in April (while the market is flat since then).I do believe that it might not be the perfect time to enter a position now, as shares have climbed considerably in recent weeks. But for someone with a longer-term outlook, AMD should still be a very solid investment at around $100 per share. Analysts are expecting that AMD will earn around $4.90 next year. The company has strong growth potential in the data center space via further market share gains, e.g. due to the company's introduction of new products such as its fifth-generation EPYC chips (\"Turin\") that will launch in 2024. On top of that, healthy market growth in the data center space would allow AMD to grow its business meaningfully even without market share gains. New product launches in other categories and the company's buybacks -- the current program from this year covers 5% of its market capitalization -- will add additional earnings per share growth potential. All in all, a 12% earnings per share growth rate seems quite achievable over the next five years, I believe -- it's possible that actual growth will come in way ahead of that. But even with just 12% annual earnings per share growth, 2027's EPS would total around $7.70 -- put a 21x earnings multiple on that, and AMD is a $160 stock five years from now, which would make for pretty solid returns of 10% a year. If actual earnings per share growth comes in at 15%, which would still be way below the growth rate from the last couple of years, annual returns easily be in the low-teens range.So from a timing perspective, right now is not the best time to enter a position -- the stock was considerably lower not too long ago, and might revisit those levels again in case the broad market turns lower. But despite that, it's reasonable to assume that AMD will deliver solid returns over the next couple of years, which means that AMD is far from a bad investment at current prices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996502915,"gmtCreate":1661182319639,"gmtModify":1676536469125,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585301056932297","authorIdStr":"3585301056932297"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996502915","repostId":"2261576225","repostType":2,"repost":{"id":"2261576225","kind":"highlight","pubTimestamp":1661182417,"share":"https://ttm.financial/m/news/2261576225?lang=&edition=fundamental","pubTime":"2022-08-22 23:33","market":"us","language":"en","title":"Never Buy the Dip if You See These Red Flags","url":"https://stock-news.laohu8.com/highlight/detail?id=2261576225","media":"Motley Fool","summary":"These two warning signs could be an indication you're trying to catch a falling knife.","content":"<html><head></head><body><p>After you&#39;ve been investing for a while, you begin to see the bright side of share-price declines, because they often present opportunities to buy great companies at discounted prices.</p><p>Not every beaten-down stock is a good investment, though. Sometimes, stocks fall for good reason, and buying them after a significant crash is actually a value trap instead of a bargain opportunity.</p><p>To avoid catching falling knives, you have to be able to distinguish the quality companies the market is overlooking from the struggling businesses that will likely continue to face challenges. To that end, I never invest in beaten-down companies if I see these two red flags:</p><ol><li>The company will likely need to raise more money to fund operations.</li><li>The business is facing secular headwinds.</li></ol><p>Let&#39;s unpack these two concepts by looking at an example: <b>Peloton Interactive</b>.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F695187%2Fman-riding-peloton-bike-and-smiling.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2><b>Avoid zombies like the plague</b></h2><p>A zombie company is a business that is on a path toward insolvency unless it manages to raise additional capital, either in the form of an additional equity offering (selling more stock) or by taking on new debt.</p><p>These companies are completely dependent on new capital injections to survive, and when interest rates start to rise and the market becomes more averse to risk, they&#39;re often forced to take on new debt at very unfavorable interest rates, exacerbating their balance-sheet woes.</p><p>Peloton has certainly struggled in the last year with demand dropping off a cliff and operating expenses rising.</p><p>This led Dave Trainer, the CEO of the research firm New Constructs, to say the following in a recent publication: &#34;Peloton&#39;s issues are well telegraphed -- given the stock&#39;s decline over the past year -- but investors may not realize that the company only has a few months&#39; worth of cash remaining to fund its operations, which puts the stock in danger of falling to $0 per share.&#34;</p><p>Trainer&#39;s harsh comments are substantiated when you look at the company&#39;s shrinking cash position:</p><table><thead><tr><th><p>Metric</p></th><th><p><b>June 30, 2020</b></p></th><th><p><b>June 30, 2021</b></p></th><th><p><b>March 21, 2022</b></p></th></tr></thead><tbody><tr><td><p>Cash*</p></td><td><p>$1.75 billion</p></td><td><p>$1.60 billion</p></td><td><p>$879 million</p></td></tr></tbody></table><p>Data source: Peloton earnings reports. *Includes cash equivalents and short-term investments.</p><p>The interactive fitness specialist is also burning cash at an accelerated rate, going from free-cash-flow positive in 2020 to reporting negative free cash flow for five straight quarters. And the fiscal third quarter saw the biggest outflow yet of $746.7 million.</p><p>While Peloton&#39;s newly appointed CEO, Barry McCarthy, is hoping to pull off the comeback of the decade, Peloton is a company that may soon be raising capital in an environment where doing so is no longer cheap.</p><h2><b>Pass on businesses operating in declining markets</b></h2><p>Another major red flag is when a company operates in an industry with major secular headwinds. Peloton had a tremendous first-mover advantage which it cashed in during the pandemic as the connected-fitness industry enjoyed a surge in popularity. But as things have started returning to normal, the at-home fitness sector has experienced a complete reversal with waning demand, which is visible in Peloton&#39;s rapidly slowing revenue growth.</p><table border=\"1\"><tbody><tr><th>Metric</th><th>Q3 2021</th><th>Q4 2021</th><th>Q1 2022</th><th>Q2 2022</th><th>Q3 2022</th></tr><tr><td>Revenue growth</td><td>141%</td><td>54%</td><td>6%</td><td>6%</td><td>(15%)</td></tr></tbody></table><p>Data source: Peloton earnings reports.</p><p>And Peloton is not alone. Rival fitness brand <b>Nautilus</b> recently announced a 70% decline in sales in the most recent quarter, while the parent company of NordicTrack scrapped its plans to go public this year among various rounds of layoffs.</p><p>The at-home fitness equipment industry may eventually live up to the hype, but for the foreseeable future, it faces an uphill battle as fitness enthusiasts elect to return to gyms and outdoor activities.</p><h2><b>Buy the dip, but do it intelligently </b></h2><p>I&#39;m a huge proponent of buying beaten-down stocks as long as they&#39;re high-quality companies. And to determine that, you need to be on the lookout for red flags.</p><p>As you can see with Peloton, the potential need to raise capital to fund operations (especially when interest rates are rising) and major industry headwinds are two indications the stock could be a falling knife instead of a diamond in the rough.</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>Never Buy the Dip if You See These Red Flags</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\">\nNever Buy the Dip if You See These Red Flags\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 23:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/21/never-buy-the-dip-if-you-see-these-red-flags/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After you've been investing for a while, you begin to see the bright side of share-price declines, because they often present opportunities to buy great companies at discounted prices.Not every beaten...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/21/never-buy-the-dip-if-you-see-these-red-flags/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc.",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.fool.com/investing/2022/08/21/never-buy-the-dip-if-you-see-these-red-flags/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261576225","content_text":"After you've been investing for a while, you begin to see the bright side of share-price declines, because they often present opportunities to buy great companies at discounted prices.Not every beaten-down stock is a good investment, though. Sometimes, stocks fall for good reason, and buying them after a significant crash is actually a value trap instead of a bargain opportunity.To avoid catching falling knives, you have to be able to distinguish the quality companies the market is overlooking from the struggling businesses that will likely continue to face challenges. To that end, I never invest in beaten-down companies if I see these two red flags:The company will likely need to raise more money to fund operations.The business is facing secular headwinds.Let's unpack these two concepts by looking at an example: Peloton Interactive.Image source: Getty Images.Avoid zombies like the plagueA zombie company is a business that is on a path toward insolvency unless it manages to raise additional capital, either in the form of an additional equity offering (selling more stock) or by taking on new debt.These companies are completely dependent on new capital injections to survive, and when interest rates start to rise and the market becomes more averse to risk, they're often forced to take on new debt at very unfavorable interest rates, exacerbating their balance-sheet woes.Peloton has certainly struggled in the last year with demand dropping off a cliff and operating expenses rising.This led Dave Trainer, the CEO of the research firm New Constructs, to say the following in a recent publication: \"Peloton's issues are well telegraphed -- given the stock's decline over the past year -- but investors may not realize that the company only has a few months' worth of cash remaining to fund its operations, which puts the stock in danger of falling to $0 per share.\"Trainer's harsh comments are substantiated when you look at the company's shrinking cash position:MetricJune 30, 2020June 30, 2021March 21, 2022Cash*$1.75 billion$1.60 billion$879 millionData source: Peloton earnings reports. *Includes cash equivalents and short-term investments.The interactive fitness specialist is also burning cash at an accelerated rate, going from free-cash-flow positive in 2020 to reporting negative free cash flow for five straight quarters. And the fiscal third quarter saw the biggest outflow yet of $746.7 million.While Peloton's newly appointed CEO, Barry McCarthy, is hoping to pull off the comeback of the decade, Peloton is a company that may soon be raising capital in an environment where doing so is no longer cheap.Pass on businesses operating in declining marketsAnother major red flag is when a company operates in an industry with major secular headwinds. Peloton had a tremendous first-mover advantage which it cashed in during the pandemic as the connected-fitness industry enjoyed a surge in popularity. But as things have started returning to normal, the at-home fitness sector has experienced a complete reversal with waning demand, which is visible in Peloton's rapidly slowing revenue growth.MetricQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Revenue growth141%54%6%6%(15%)Data source: Peloton earnings reports.And Peloton is not alone. Rival fitness brand Nautilus recently announced a 70% decline in sales in the most recent quarter, while the parent company of NordicTrack scrapped its plans to go public this year among various rounds of layoffs.The at-home fitness equipment industry may eventually live up to the hype, but for the foreseeable future, it faces an uphill battle as fitness enthusiasts elect to return to gyms and outdoor activities.Buy the dip, but do it intelligently I'm a huge proponent of buying beaten-down stocks as long as they're high-quality companies. And to determine that, you need to be on the lookout for red flags.As you can see with Peloton, the potential need to raise capital to fund operations (especially when interest rates are rising) and major industry headwinds are two indications the stock could be a falling knife instead of a diamond in the rough.","news_type":1},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998969169,"gmtCreate":1660919427253,"gmtModify":1676536423515,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585301056932297","authorIdStr":"3585301056932297"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a><v-v data-views=\"1\"></v-v>Good projection","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a><v-v data-views=\"1\"></v-v>Good projection","text":"$NIO Inc.(NIO)$Good projection","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998969169","isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991097630,"gmtCreate":1660745886322,"gmtModify":1676536390749,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585301056932297","authorIdStr":"3585301056932297"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a><v-v data-views=\"1\"></v-v>Looking to buy more&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a><v-v data-views=\"1\"></v-v>Looking to buy more&nbsp;","text":"$AMD(AMD)$Looking to buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991097630","isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999463882,"gmtCreate":1660572181849,"gmtModify":1676535335177,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585301056932297","authorIdStr":"3585301056932297"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a><v-v data-views=\"1\"></v-v>💪🧠","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a><v-v data-views=\"1\"></v-v>💪🧠","text":"$AMD(AMD)$💪🧠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999463882","isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9931091262,"gmtCreate":1662354291756,"gmtModify":1676537044016,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585301056932297","idStr":"3585301056932297"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931091262","repostId":"1122576838","repostType":2,"repost":{"id":"1122576838","kind":"news","pubTimestamp":1662344703,"share":"https://ttm.financial/m/news/1122576838?lang=&edition=fundamental","pubTime":"2022-09-05 10:25","market":"us","language":"en","title":"NIO: Same Old Headwinds, Same Old Positive Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=1122576838","media":"Seeking Alpha","summary":"SummaryPast headwinds are rearing their heads again, as chip concerns and Chinese lockdowns are once","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Past headwinds are rearing their heads again, as chip concerns and Chinese lockdowns are once again in the news cycle.</li><li>Latest deliveries from NIO are solid when considering current production capacity at its Hefei factory.</li><li>Its new factory at NeoPark could produce about 1 million vehicles a year. It&#39;s now starting to ramp up, although it&#39;ll take time to reach full capacity.</li><li>NIO investors must develop a longer-term mindset in holding the stock; those that do will be rewarded in the years ahead.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/497350e69add2e4ef6c8a8b054c2fcff\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\"/><span>Andy Feng</span></p><p>The share price of NIO (NYSE:NIO) took another hit recently in response to the news the Chinese government was locking down some cities and regions again in response to COVID-19 outbreaks, along with restrictions on NVIDIA&#39;s (NVDA) AI chips sent to China.</p><p>In my opinion, the company has held up fairly well when considering the headwinds of COVID-19 lockdowns, increase in the price of raw materials, concerns about delisting, and supply chain challenges.</p><p>In this article we&#39;ll look at the recent delivery numbers released by NIO, as well as why it&#39;s vital that shareholders and potential investors embrace a long-term holding outlook when and if taking a position in the EV company.</p><p>First, let&#39;s look at the latest delivery results.</p><p><b>Latest deliveries</b></p><p>For August 2022,NIO announced it delivered 10,677 vehicles, a solid year-over-year increase of 81.6 percent. Sequentially, it represented an increase of 6 percent.</p><p>Of the vehicles delivered, 7,551 were premium smart electric SUVs, while the remaining 3,126 were premium smart electric sedans. Of those, there were 398 ES7s delivered in August.</p><p>For the year through August, NIO has delivered 71,556 vehicles, a gain of 28.3 percent year-over-year.</p><p>As for its peers, Li Auto (LI) delivered 4,571 vehicles in August 2022, down 52 percent year-over-year, while XPeng (XPEV) delivered 9,578, up 33 percent year-over-year.</p><p>The reason NIO is starting to strengthen against its Chinese EV peers is, as I&#39;ve mentioned in past articles, because of the loss of production as it retrofitted its production facility, and the timing of the release of new products, which are starting to have a gradual positive impact on delivery numbers. With the new gigafactory in NeoPark going online, that will be a big growth catalyst long into the future, with the potential to produce up to 1 million vehicles at full capacity.</p><p>It&#39;ll take a little time for this to unfold, but I expect at minimum incremental growth in the near term, which should expand to much stronger growth as headwinds continue to dissipate going forward.</p><p>Bear in mind that its Hefei facility only has the capacity to produce approximately 120,000 vehicles a year. That will increase as its gigafactory at NeoPark ramps up.</p><p><b>Headwinds</b></p><p>The latest perceived headwind was the news that China had placed restrictions on Nvidia&#39;s AI chips, even though it has nothing to do with chips used in EVs. The fear came from the alleged possibility that this could attract the type of scrutiny that would have an impact on chips that were used in EVs. Predictably, the market panicked from the unproven theory that this is what could possibly happen. It reminds me of the overhyped idea that NIO was likely to be delisted, even though I&#39;m on record that it was very unlikely to play out that way. My point is, it&#39;s probably going to take a lot more than Chinese restrictions on Nvidia AI chips to trigger the type of reaction that would cause a pushback that would have an impact on the Chinese EV industry, and by extension, NIO, Inc. As for the other visible headwinds, the ongoing, sporadic lockdowns are already priced in, even though there is always the temporary sell-off when a new one is announced. I see these as nothing more than a temporary delay to the growth of NIO, rather than any type of long-term disruption to the company.</p><p>That leads me to the major thesis of this article, which is investors must change from the trading mentality that was embraced when NIO was enjoying a lot of hype that rapidly moved its share price in fairly predictable up and down patterns.</p><p><b>NIO shareholders must embrace new mindset</b></p><p>Like I said, in the past, when NIO&#39;s share price was very volatile while continuing to increase in value, it invited a large number of traders that moved successfully in and out of the stock. I was one of them.</p><p>But with the timing of the pandemic and NIO&#39;s strategy of retrofitting its production facility while building a new one, it put significant downward pressure on the stock, which flushed out many of the traders that were underwater.</p><p>As this has played out, NIO has been gradually improving its outlook with the new products it is releasing into the market that will compete at different price points.</p><p>The company should further separate itself from Li Auto and XPeng as it ramps up production at its newest facility. Outside of war breaking out, I see a prolonged growth period for NIO, once which will reward shareholders significantly.</p><p>But the only way this will benefit investors will be to transition from a trading mindset to a long-term holding mindset. We need to largely ignore the noise of the news cycle and look strictly at the numbers and the prospects for NIO in the EV space. With its expanding product line, available capital, and long-term production capacity, long-term shareholders will do very well if they don&#39;t sell-off in response to temporary headwinds.</p><p><b>Conclusion</b></p><p>Among growth companies, I see NIO as one of those that are about a sure bet as you can get, assuming shareholders aren&#39;t flushed out of their holdings by the fear now permeating the market.</p><p>It has a growing number of models to compete at various price points, production capacity that will allow it to grow for years into the future, and the available capital fund that growth.</p><p>The company will continue be volatile under the current economic and pandemic conditions, but as these things start to improve, the growth trajectory of NIO should resume to strong levels. Over time, I see NIO as a play that offers extraordinary upside for patient investors.</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>NIO: Same Old Headwinds, Same Old Positive Outlook</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: Same Old Headwinds, Same Old Positive Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538876-nio-same-headwinds-positive-outlook?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A8><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPast headwinds are rearing their heads again, as chip concerns and Chinese lockdowns are once again in the news cycle.Latest deliveries from NIO are solid when considering current production ...</p>\n\n<a href=\"https://seekingalpha.com/article/4538876-nio-same-headwinds-positive-outlook?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A8\">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","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4538876-nio-same-headwinds-positive-outlook?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A8","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122576838","content_text":"SummaryPast headwinds are rearing their heads again, as chip concerns and Chinese lockdowns are once again in the news cycle.Latest deliveries from NIO are solid when considering current production capacity at its Hefei factory.Its new factory at NeoPark could produce about 1 million vehicles a year. It's now starting to ramp up, although it'll take time to reach full capacity.NIO investors must develop a longer-term mindset in holding the stock; those that do will be rewarded in the years ahead.Andy FengThe share price of NIO (NYSE:NIO) took another hit recently in response to the news the Chinese government was locking down some cities and regions again in response to COVID-19 outbreaks, along with restrictions on NVIDIA's (NVDA) AI chips sent to China.In my opinion, the company has held up fairly well when considering the headwinds of COVID-19 lockdowns, increase in the price of raw materials, concerns about delisting, and supply chain challenges.In this article we'll look at the recent delivery numbers released by NIO, as well as why it's vital that shareholders and potential investors embrace a long-term holding outlook when and if taking a position in the EV company.First, let's look at the latest delivery results.Latest deliveriesFor August 2022,NIO announced it delivered 10,677 vehicles, a solid year-over-year increase of 81.6 percent. Sequentially, it represented an increase of 6 percent.Of the vehicles delivered, 7,551 were premium smart electric SUVs, while the remaining 3,126 were premium smart electric sedans. Of those, there were 398 ES7s delivered in August.For the year through August, NIO has delivered 71,556 vehicles, a gain of 28.3 percent year-over-year.As for its peers, Li Auto (LI) delivered 4,571 vehicles in August 2022, down 52 percent year-over-year, while XPeng (XPEV) delivered 9,578, up 33 percent year-over-year.The reason NIO is starting to strengthen against its Chinese EV peers is, as I've mentioned in past articles, because of the loss of production as it retrofitted its production facility, and the timing of the release of new products, which are starting to have a gradual positive impact on delivery numbers. With the new gigafactory in NeoPark going online, that will be a big growth catalyst long into the future, with the potential to produce up to 1 million vehicles at full capacity.It'll take a little time for this to unfold, but I expect at minimum incremental growth in the near term, which should expand to much stronger growth as headwinds continue to dissipate going forward.Bear in mind that its Hefei facility only has the capacity to produce approximately 120,000 vehicles a year. That will increase as its gigafactory at NeoPark ramps up.HeadwindsThe latest perceived headwind was the news that China had placed restrictions on Nvidia's AI chips, even though it has nothing to do with chips used in EVs. The fear came from the alleged possibility that this could attract the type of scrutiny that would have an impact on chips that were used in EVs. Predictably, the market panicked from the unproven theory that this is what could possibly happen. It reminds me of the overhyped idea that NIO was likely to be delisted, even though I'm on record that it was very unlikely to play out that way. My point is, it's probably going to take a lot more than Chinese restrictions on Nvidia AI chips to trigger the type of reaction that would cause a pushback that would have an impact on the Chinese EV industry, and by extension, NIO, Inc. As for the other visible headwinds, the ongoing, sporadic lockdowns are already priced in, even though there is always the temporary sell-off when a new one is announced. I see these as nothing more than a temporary delay to the growth of NIO, rather than any type of long-term disruption to the company.That leads me to the major thesis of this article, which is investors must change from the trading mentality that was embraced when NIO was enjoying a lot of hype that rapidly moved its share price in fairly predictable up and down patterns.NIO shareholders must embrace new mindsetLike I said, in the past, when NIO's share price was very volatile while continuing to increase in value, it invited a large number of traders that moved successfully in and out of the stock. I was one of them.But with the timing of the pandemic and NIO's strategy of retrofitting its production facility while building a new one, it put significant downward pressure on the stock, which flushed out many of the traders that were underwater.As this has played out, NIO has been gradually improving its outlook with the new products it is releasing into the market that will compete at different price points.The company should further separate itself from Li Auto and XPeng as it ramps up production at its newest facility. Outside of war breaking out, I see a prolonged growth period for NIO, once which will reward shareholders significantly.But the only way this will benefit investors will be to transition from a trading mindset to a long-term holding mindset. We need to largely ignore the noise of the news cycle and look strictly at the numbers and the prospects for NIO in the EV space. With its expanding product line, available capital, and long-term production capacity, long-term shareholders will do very well if they don't sell-off in response to temporary headwinds.ConclusionAmong growth companies, I see NIO as one of those that are about a sure bet as you can get, assuming shareholders aren't flushed out of their holdings by the fear now permeating the market.It has a growing number of models to compete at various price points, production capacity that will allow it to grow for years into the future, and the available capital fund that growth.The company will continue be volatile under the current economic and pandemic conditions, but as these things start to improve, the growth trajectory of NIO should resume to strong levels. Over time, I see NIO as a play that offers extraordinary upside for patient investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996747131,"gmtCreate":1661219908625,"gmtModify":1676536477395,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585301056932297","idStr":"3585301056932297"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996747131","repostId":"1168024751","repostType":2,"repost":{"id":"1168024751","kind":"news","pubTimestamp":1661219701,"share":"https://ttm.financial/m/news/1168024751?lang=&edition=fundamental","pubTime":"2022-08-23 09:55","market":"us","language":"en","title":"Intel, AMD, And NVIDIA: Why One Clearly Beats The Rest","url":"https://stock-news.laohu8.com/highlight/detail?id=1168024751","media":"Seeking Alpha","summary":"SummaryIntel, AMD, and NVIDIA had very different quarters.One company easily beats the other two per","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Intel, AMD, and NVIDIA had very different quarters.</li><li>One company easily beats the other two performance-wise, making it the most favorable pick today.</li><li>I&#39;ll layout why I believe that one of these is a better investment than the other two at current levels.</li></ul><p><b>Article Thesis</b></p><p>Intel (INTC), NVIDIA (NVDA), and Advanced Micro Devices (NASDAQ:AMD) all reported their most recent quarterly results over the last couple of weeks. The performance during that period was very uneven, however. One of these companies, AMD, clearly outperformed its peers and seems to be well-positioned for strong results in the current year. As it is also not trading at a high valuation, AMD looks like the best pick among these three today.</p><p><b>3 Semi Stocks With Very Different Results</b></p><p>Intel, NVIDIA, and AMD all reported their most recent quarterly results over the last two weeks, with the addendum that in NVIDIA&#39;s case, the release was a pre-earnings announcement where it reported its revenue but not its profits.</p><p>Results in the respective second quarters of these three companies were very different. Intel, the worst performer during that period, saw its revenue plunge by 17%, which can only be described as disastrous. A more in-depth discussion of Intel&#39;s weak quarter is available here. But in short, the company missed estimates on both lines, revised its guidance downwards, lost market share, and the free cash flow picture worsened dramatically. Intel has been the company with the least growth and the lowest valuation among these three peers, thus it is not too surprising to see it perform worse than AMD and NVIDIA growth-wise. But still, the results during the period were worse than expected, even though expectations weren&#39;t very high.</p><p>NVIDIA is the most expensive among these three chip stocks, which was mostly the result of its excellent growth in recent years. The company saw its business grow massively on the back of strong gaming demand, crypto miners buying its GPUs, AI tailwinds, and so on.</p><p><img src=\"https://static.tigerbbs.com/240e0c0f9dc642c746e37034b351e18d\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue (Annual)data by YCharts</p><p>Over the last three years, NVIDIA has slightly beaten AMD when it comes to growing the top line, whereas Intel has not really managed to add to its sales in a meaningful way. That, combined with the strong market outlook for NVIDIA&#39;s AI chips, made the market value NVIDIA at a pretty high valuation. When NVIDIA was trading at more than $300 per share last year, its valuation arguably was crazy high, but even today, NVIDIA remains a pretty pricy stock -- shares are valued at 50x this year&#39;s expected net profit. The pre-announced results for the most recent quarter do not really justify a valuation this high, one could argue.</p><p>The company stated that it would generate revenues of around $6.7 billion during the quarter, down by double-digits year over year. On a two-year stacked basis, revenues are still up quite a lot, which is not the case for Intel, but the revenue decline nevertheless isn&#39;t good news at all. Looking more closely, the data center business performed very well, as NVIDIA saw its sales grow by 61% in that unit. AMD&#39;s data center sales were very strong, too, whereas Intel&#39;s performance in that space was weak -- it seems clear that NVIDIA and AMD are taking share from Intel, a trend that could continue.</p><p>NVIDIA&#39;s gaming business, however, suffered from a major revenue pullback. To some extent, that can be explained by the fact that consumers aren&#39;t investing as much in new hardware as they did during the peak of the pandemic -- with lockdowns gone, they want to go out instead of sitting at home in front of their computers. But the crypto winter also plays a role in the gaming revenue pullback, as NVIDIA&#39;s GPUs are being used to mine cryptocurrencies such as Ethereum (ETH-USD). That has become less profitable as cryptos plunged, which led to lower demand for new chips.</p><p>In the long run, NVIDIA will most likely do well thanks to its strong position in data centers, autonomous driving, and so on. But at least for now, the company is not performing too well, which is why analysts have lowered their earnings per share estimates for the current year dramatically:</p><p><img src=\"https://static.tigerbbs.com/7ace4fb850ed30b94e20e344e75aee10\" tg-width=\"640\" tg-height=\"100\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>EPS estimates for the current year dropped by a hefty 30% over the last month. And yet, NVIDIA&#39;s shares climbed by around 10% over the same time frame. I released a bullish article on NVIDIA in July, but my stance has become less bullish since -- shares gained more than 10% and have outperformed the broad market since, and at the same time, the near-term outlook worsened. Locking in some gains might not be the worst of ideas, I believe.</p><p>AMD, on the other hand, has reported excellent results for its most recent quarter, and at the same time, it&#39;s quite attractively priced, I believe. Revenues jumped by more than 70% year over year. Even when we back out the impact of M&amp;A (mainly the Xilinx acquisition, which was an all-stock deal), AMD saw its sales soar. Revenue per share was up by around 50%, with data center revenue being the main source of additional sales. AMD also beat expectations for both lines.</p><p>Even better, the company&#39;s outlook for the remainder of the current year is pretty healthy as well. The company generated revenues of $12.4 billion during H1 and guides for full year revenues of around $26.3 billion. That means that revenue in H2 should come in around $14 billion, up double-digits from H1. At a time when many market participants are fearing a semiconductor downturn, caused by factors such as a recession, AMD is guiding towards ongoing compelling growth. That differentiates it from its peers NVIDIA and Intel, which are not seen growing by double-digits during the remainder of the year. In fact, Intel&#39;s and NVIDIA&#39;s shareholders might be quite happy if their companies managed to keep revenues flat during the second half of the year.</p><p>And yet, while AMD is the best performer from a growth perspective by far, it&#39;s not the most expensive among these three companies at all:</p><p><img src=\"https://static.tigerbbs.com/423ed0fdb810156cab90fc76a5160581\" tg-width=\"1280\" tg-height=\"943\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>INTC PE Ratio (Forward)data by YCharts</p><p>AMD is more expensive than Intel right now, but that seems more than justified based on AMD&#39;s way better growth, market share gains, stronger data center position, and stronger free cash flow generation. At the same time, AMD is way cheaper than NVIDIA -- based on forecasted profits for this year, NVIDIA trades at a more than 100% premium relative to AMD, which does not seem justified to me.</p><p>So from a growth and value perspective, AMD looks like the best pick among these three major semiconductor companies right now. It&#39;s growing faster than the other two, has a better near-term/H2 outlook, and yet does not seem expensive relative to its underlying performance and potential.</p><p><b>Is AMD A Good Buy Today?</b></p><p>Due to the aforementioned reasons, I think that Advanced Micro Devices is the most favorable investment among these three right now. But that does not necessarily mean that buying it right now must be a great choice. Shares have risen by ~40% from the lows seen earlier this year, and shares are also up by double-digits since we called AMD a Buy in April (while the market is flat since then).</p><p>I do believe that it might not be the perfect time to enter a position now, as shares have climbed considerably in recent weeks. But for someone with a longer-term outlook, AMD should still be a very solid investment at around $100 per share. Analysts are expecting that AMD will earn around $4.90 next year. The company has strong growth potential in the data center space via further market share gains, e.g. due to the company&#39;s introduction of new products such as its fifth-generation EPYC chips (&#34;Turin&#34;) that will launch in 2024. On top of that, healthy market growth in the data center space would allow AMD to grow its business meaningfully even without market share gains. New product launches in other categories and the company&#39;s buybacks -- the current program from this year covers 5% of its market capitalization -- will add additional earnings per share growth potential. All in all, a 12% earnings per share growth rate seems quite achievable over the next five years, I believe -- it&#39;s possible that actual growth will come in way ahead of that. But even with just 12% annual earnings per share growth, 2027&#39;s EPS would total around $7.70 -- put a 21x earnings multiple on that, and AMD is a $160 stock five years from now, which would make for pretty solid returns of 10% a year. If actual earnings per share growth comes in at 15%, which would still be way below the growth rate from the last couple of years, annual returns easily be in the low-teens range.</p><p>So from a timing perspective, right now is not the best time to enter a position -- the stock was considerably lower not too long ago, and might revisit those levels again in case the broad market turns lower. But despite that, it&#39;s reasonable to assume that AMD will deliver solid returns over the next couple of years, which means that AMD is far from a bad investment at current prices.</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>Intel, AMD, And NVIDIA: Why One Clearly Beats The Rest</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\">\nIntel, AMD, And NVIDIA: Why One Clearly Beats The Rest\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-23 09:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4535871-amd-stock-beats-nvidia-intel><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIntel, AMD, and NVIDIA had very different quarters.One company easily beats the other two performance-wise, making it the most favorable pick today.I'll layout why I believe that one of these ...</p>\n\n<a href=\"https://seekingalpha.com/article/4535871-amd-stock-beats-nvidia-intel\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4535871-amd-stock-beats-nvidia-intel","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168024751","content_text":"SummaryIntel, AMD, and NVIDIA had very different quarters.One company easily beats the other two performance-wise, making it the most favorable pick today.I'll layout why I believe that one of these is a better investment than the other two at current levels.Article ThesisIntel (INTC), NVIDIA (NVDA), and Advanced Micro Devices (NASDAQ:AMD) all reported their most recent quarterly results over the last couple of weeks. The performance during that period was very uneven, however. One of these companies, AMD, clearly outperformed its peers and seems to be well-positioned for strong results in the current year. As it is also not trading at a high valuation, AMD looks like the best pick among these three today.3 Semi Stocks With Very Different ResultsIntel, NVIDIA, and AMD all reported their most recent quarterly results over the last two weeks, with the addendum that in NVIDIA's case, the release was a pre-earnings announcement where it reported its revenue but not its profits.Results in the respective second quarters of these three companies were very different. Intel, the worst performer during that period, saw its revenue plunge by 17%, which can only be described as disastrous. A more in-depth discussion of Intel's weak quarter is available here. But in short, the company missed estimates on both lines, revised its guidance downwards, lost market share, and the free cash flow picture worsened dramatically. Intel has been the company with the least growth and the lowest valuation among these three peers, thus it is not too surprising to see it perform worse than AMD and NVIDIA growth-wise. But still, the results during the period were worse than expected, even though expectations weren't very high.NVIDIA is the most expensive among these three chip stocks, which was mostly the result of its excellent growth in recent years. The company saw its business grow massively on the back of strong gaming demand, crypto miners buying its GPUs, AI tailwinds, and so on.NVDA Revenue (Annual)data by YChartsOver the last three years, NVIDIA has slightly beaten AMD when it comes to growing the top line, whereas Intel has not really managed to add to its sales in a meaningful way. That, combined with the strong market outlook for NVIDIA's AI chips, made the market value NVIDIA at a pretty high valuation. When NVIDIA was trading at more than $300 per share last year, its valuation arguably was crazy high, but even today, NVIDIA remains a pretty pricy stock -- shares are valued at 50x this year's expected net profit. The pre-announced results for the most recent quarter do not really justify a valuation this high, one could argue.The company stated that it would generate revenues of around $6.7 billion during the quarter, down by double-digits year over year. On a two-year stacked basis, revenues are still up quite a lot, which is not the case for Intel, but the revenue decline nevertheless isn't good news at all. Looking more closely, the data center business performed very well, as NVIDIA saw its sales grow by 61% in that unit. AMD's data center sales were very strong, too, whereas Intel's performance in that space was weak -- it seems clear that NVIDIA and AMD are taking share from Intel, a trend that could continue.NVIDIA's gaming business, however, suffered from a major revenue pullback. To some extent, that can be explained by the fact that consumers aren't investing as much in new hardware as they did during the peak of the pandemic -- with lockdowns gone, they want to go out instead of sitting at home in front of their computers. But the crypto winter also plays a role in the gaming revenue pullback, as NVIDIA's GPUs are being used to mine cryptocurrencies such as Ethereum (ETH-USD). That has become less profitable as cryptos plunged, which led to lower demand for new chips.In the long run, NVIDIA will most likely do well thanks to its strong position in data centers, autonomous driving, and so on. But at least for now, the company is not performing too well, which is why analysts have lowered their earnings per share estimates for the current year dramatically:Seeking AlphaEPS estimates for the current year dropped by a hefty 30% over the last month. And yet, NVIDIA's shares climbed by around 10% over the same time frame. I released a bullish article on NVIDIA in July, but my stance has become less bullish since -- shares gained more than 10% and have outperformed the broad market since, and at the same time, the near-term outlook worsened. Locking in some gains might not be the worst of ideas, I believe.AMD, on the other hand, has reported excellent results for its most recent quarter, and at the same time, it's quite attractively priced, I believe. Revenues jumped by more than 70% year over year. Even when we back out the impact of M&A (mainly the Xilinx acquisition, which was an all-stock deal), AMD saw its sales soar. Revenue per share was up by around 50%, with data center revenue being the main source of additional sales. AMD also beat expectations for both lines.Even better, the company's outlook for the remainder of the current year is pretty healthy as well. The company generated revenues of $12.4 billion during H1 and guides for full year revenues of around $26.3 billion. That means that revenue in H2 should come in around $14 billion, up double-digits from H1. At a time when many market participants are fearing a semiconductor downturn, caused by factors such as a recession, AMD is guiding towards ongoing compelling growth. That differentiates it from its peers NVIDIA and Intel, which are not seen growing by double-digits during the remainder of the year. In fact, Intel's and NVIDIA's shareholders might be quite happy if their companies managed to keep revenues flat during the second half of the year.And yet, while AMD is the best performer from a growth perspective by far, it's not the most expensive among these three companies at all:INTC PE Ratio (Forward)data by YChartsAMD is more expensive than Intel right now, but that seems more than justified based on AMD's way better growth, market share gains, stronger data center position, and stronger free cash flow generation. At the same time, AMD is way cheaper than NVIDIA -- based on forecasted profits for this year, NVIDIA trades at a more than 100% premium relative to AMD, which does not seem justified to me.So from a growth and value perspective, AMD looks like the best pick among these three major semiconductor companies right now. It's growing faster than the other two, has a better near-term/H2 outlook, and yet does not seem expensive relative to its underlying performance and potential.Is AMD A Good Buy Today?Due to the aforementioned reasons, I think that Advanced Micro Devices is the most favorable investment among these three right now. But that does not necessarily mean that buying it right now must be a great choice. Shares have risen by ~40% from the lows seen earlier this year, and shares are also up by double-digits since we called AMD a Buy in April (while the market is flat since then).I do believe that it might not be the perfect time to enter a position now, as shares have climbed considerably in recent weeks. But for someone with a longer-term outlook, AMD should still be a very solid investment at around $100 per share. Analysts are expecting that AMD will earn around $4.90 next year. The company has strong growth potential in the data center space via further market share gains, e.g. due to the company's introduction of new products such as its fifth-generation EPYC chips (\"Turin\") that will launch in 2024. On top of that, healthy market growth in the data center space would allow AMD to grow its business meaningfully even without market share gains. New product launches in other categories and the company's buybacks -- the current program from this year covers 5% of its market capitalization -- will add additional earnings per share growth potential. All in all, a 12% earnings per share growth rate seems quite achievable over the next five years, I believe -- it's possible that actual growth will come in way ahead of that. But even with just 12% annual earnings per share growth, 2027's EPS would total around $7.70 -- put a 21x earnings multiple on that, and AMD is a $160 stock five years from now, which would make for pretty solid returns of 10% a year. If actual earnings per share growth comes in at 15%, which would still be way below the growth rate from the last couple of years, annual returns easily be in the low-teens range.So from a timing perspective, right now is not the best time to enter a position -- the stock was considerably lower not too long ago, and might revisit those levels again in case the broad market turns lower. But despite that, it's reasonable to assume that AMD will deliver solid returns over the next couple of years, which means that AMD is far from a bad investment at current prices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":297007251927128,"gmtCreate":1713540221969,"gmtModify":1713540225972,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585301056932297","idStr":"3585301056932297"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 11 days to earnings call. Go Go. Great opportunity to DCA 💪","listText":"<a href=\"https://ttm.financial/S/AMD\">$(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 11 days to earnings call. Go Go. Great opportunity to DCA 💪","text":"$(AMD)$ 11 days to earnings call. Go Go. Great opportunity to DCA 💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/297007251927128","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941629520,"gmtCreate":1680205958661,"gmtModify":1680205962089,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585301056932297","idStr":"3585301056932297"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>Let's go","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>Let's go","text":"$NIO Inc.(NIO)$ Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941629520","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931924540,"gmtCreate":1662387279880,"gmtModify":1676537049962,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585301056932297","idStr":"3585301056932297"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931924540","repostId":"1135983957","repostType":2,"repost":{"id":"1135983957","kind":"news","pubTimestamp":1662386646,"share":"https://ttm.financial/m/news/1135983957?lang=&edition=fundamental","pubTime":"2022-09-05 22:04","market":"hk","language":"en","title":"NIO Launches Augmented Reality Glasses NIO Air AR for in-Car Entertainment","url":"https://stock-news.laohu8.com/highlight/detail?id=1135983957","media":"Seeking Alpha","summary":"NIO (NYSE:NIO) launched NIO Air AR Glasses, which were developed with augmented reality (AR) company","content":"<html><head></head><body><ul><li>NIO (NYSE:NIO) launched NIO Air AR Glasses, which were developed with augmented reality (AR) company Nreal, CnEVPostreported.</li><li>Nreal had released its own equivalent Nreal Air in China last month. The NIO Air can project a 130-inch screen from an equivalent distance of four meters and supports 3D display.</li><li>NIO Air will be sold at RMB 2,299, equivalent to Nreal Air&#39;s price.</li><li>The electric car maker said the AR glasses were available for pre-order in limited capacity on the NIO Life online store and the deliveries will begin later in September.</li><li>The glasses can be used with in-car audio systems, but only in vehicles based on NIO&#39;s latest NT 2.0 platform. Car models based on the NT 1.0 platform — NIO ES8, ES6 and EC6 — cannot connect the in-car system to the glasses, but the company noted that it was evaluating solutions for such models with the latest Alder smart system.</li><li>The glasses are one of the cores of NIO&#39;s PanoCinema and it was the first time Nreal developed such a product for a car company, the report added.</li><li>NIO currently provides 260 Dolby Atmos-enabled movies and about 200 3D movies.</li></ul></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>NIO Launches Augmented Reality Glasses NIO Air AR for in-Car Entertainment</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 Launches Augmented Reality Glasses NIO Air AR for in-Car Entertainment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 22:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3880227-nio-launches-augmented-reality-glasses-nio-air-ar-for-in-car-entertainment?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A7><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO (NYSE:NIO) launched NIO Air AR Glasses, which were developed with augmented reality (AR) company Nreal, CnEVPostreported.Nreal had released its own equivalent Nreal Air in China last month. The ...</p>\n\n<a href=\"https://seekingalpha.com/news/3880227-nio-launches-augmented-reality-glasses-nio-air-ar-for-in-car-entertainment?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A7\">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/news/3880227-nio-launches-augmented-reality-glasses-nio-air-ar-for-in-car-entertainment?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135983957","content_text":"NIO (NYSE:NIO) launched NIO Air AR Glasses, which were developed with augmented reality (AR) company Nreal, CnEVPostreported.Nreal had released its own equivalent Nreal Air in China last month. The NIO Air can project a 130-inch screen from an equivalent distance of four meters and supports 3D display.NIO Air will be sold at RMB 2,299, equivalent to Nreal Air's price.The electric car maker said the AR glasses were available for pre-order in limited capacity on the NIO Life online store and the deliveries will begin later in September.The glasses can be used with in-car audio systems, but only in vehicles based on NIO's latest NT 2.0 platform. Car models based on the NT 1.0 platform — NIO ES8, ES6 and EC6 — cannot connect the in-car system to the glasses, but the company noted that it was evaluating solutions for such models with the latest Alder smart system.The glasses are one of the cores of NIO's PanoCinema and it was the first time Nreal developed such a product for a car company, the report added.NIO currently provides 260 Dolby Atmos-enabled movies and about 200 3D movies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995443797,"gmtCreate":1661506517021,"gmtModify":1676536532059,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585301056932297","idStr":"3585301056932297"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995443797","repostId":"1115394877","repostType":2,"repost":{"id":"1115394877","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1661506401,"share":"https://ttm.financial/m/news/1115394877?lang=&edition=fundamental","pubTime":"2022-08-26 17:33","market":"us","language":"en","title":"NIO Inc. Announces Substantial Completion of Independent Internal Review","url":"https://stock-news.laohu8.com/highlight/detail?id=1115394877","media":"Tiger Newspress","summary":"NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company","content":"<html><head></head><body><p>NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the premium smart electric vehicle market, today provided an update on the status of the previously announced independent internal review. As previously disclosed, shortly after the publication of a report issued by the short-seller firm Grizzly Research LLC on June 28, 2022 (the “Short Seller Report”), an independent committee of the board of directors (the “Independent Committee”), consisting of independent directors Mr. Denny Ting Bun Lee, Mr. Hai Wu, and Ms. Yu Long, was formed to oversee an independent internal review regarding the key allegations made in the Short Seller Report (the “Internal Review”). The Internal Review was performed by the Independent Committee with the assistance of third-party professional advisors including an international law firm and forensic accounting experts from a well-regarded forensic accounting firm that is not the Company&#39;s auditor. The Internal Review is now substantially complete. Based on findings of the Internal Review, the Independent Committee has concluded that these allegations were not substantiated.</p><p><b>About NIO Inc.</b></p><p>NIO Inc. is a pioneer and a leading company in the premium smart electric vehicle market. Founded in November 2014, NIO’s mission is to shape a joyful lifestyle. NIO aims to build a community starting with smart electric vehicles to share joy and grow together with users. NIO designs, develops, jointly manufactures and sells premium smart electric vehicles, driving innovations in next-generation technologies in autonomous driving, digital technologies, electric powertrains and batteries. NIO differentiates itself through its continuous technological breakthroughs and innovations, such as its industry-leading battery swapping technologies, Battery as a Service, or BaaS, as well as its proprietary autonomous driving technologies and Autonomous Driving as a Service, or ADaaS. NIO’s product portfolio consists of the ES8, a six- or seven-seater flagship premium smart electric SUV, the ES7, a mid-large five-seater premium smart electric SUV, the ES6, a five-seater high-performance premium smart electric SUV, the EC6, a five-seater premium smart electric coupe SUV, the ET7, a flagship premium smart electric sedan, and the ET5, a mid-size premium smart electric sedan.</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>NIO Inc. Announces Substantial Completion of Independent Internal Review</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 Inc. Announces Substantial Completion of Independent Internal Review\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\">2022-08-26 17:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the premium smart electric vehicle market, today provided an update on the status of the previously announced independent internal review. As previously disclosed, shortly after the publication of a report issued by the short-seller firm Grizzly Research LLC on June 28, 2022 (the “Short Seller Report”), an independent committee of the board of directors (the “Independent Committee”), consisting of independent directors Mr. Denny Ting Bun Lee, Mr. Hai Wu, and Ms. Yu Long, was formed to oversee an independent internal review regarding the key allegations made in the Short Seller Report (the “Internal Review”). The Internal Review was performed by the Independent Committee with the assistance of third-party professional advisors including an international law firm and forensic accounting experts from a well-regarded forensic accounting firm that is not the Company&#39;s auditor. The Internal Review is now substantially complete. Based on findings of the Internal Review, the Independent Committee has concluded that these allegations were not substantiated.</p><p><b>About NIO Inc.</b></p><p>NIO Inc. is a pioneer and a leading company in the premium smart electric vehicle market. Founded in November 2014, NIO’s mission is to shape a joyful lifestyle. NIO aims to build a community starting with smart electric vehicles to share joy and grow together with users. NIO designs, develops, jointly manufactures and sells premium smart electric vehicles, driving innovations in next-generation technologies in autonomous driving, digital technologies, electric powertrains and batteries. NIO differentiates itself through its continuous technological breakthroughs and innovations, such as its industry-leading battery swapping technologies, Battery as a Service, or BaaS, as well as its proprietary autonomous driving technologies and Autonomous Driving as a Service, or ADaaS. NIO’s product portfolio consists of the ES8, a six- or seven-seater flagship premium smart electric SUV, the ES7, a mid-large five-seater premium smart electric SUV, the ES6, a five-seater high-performance premium smart electric SUV, the EC6, a five-seater premium smart electric coupe SUV, the ET7, a flagship premium smart electric sedan, and the ET5, a mid-size premium smart electric sedan.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115394877","content_text":"NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the premium smart electric vehicle market, today provided an update on the status of the previously announced independent internal review. As previously disclosed, shortly after the publication of a report issued by the short-seller firm Grizzly Research LLC on June 28, 2022 (the “Short Seller Report”), an independent committee of the board of directors (the “Independent Committee”), consisting of independent directors Mr. Denny Ting Bun Lee, Mr. Hai Wu, and Ms. Yu Long, was formed to oversee an independent internal review regarding the key allegations made in the Short Seller Report (the “Internal Review”). The Internal Review was performed by the Independent Committee with the assistance of third-party professional advisors including an international law firm and forensic accounting experts from a well-regarded forensic accounting firm that is not the Company's auditor. The Internal Review is now substantially complete. Based on findings of the Internal Review, the Independent Committee has concluded that these allegations were not substantiated.About NIO Inc.NIO Inc. is a pioneer and a leading company in the premium smart electric vehicle market. Founded in November 2014, NIO’s mission is to shape a joyful lifestyle. NIO aims to build a community starting with smart electric vehicles to share joy and grow together with users. NIO designs, develops, jointly manufactures and sells premium smart electric vehicles, driving innovations in next-generation technologies in autonomous driving, digital technologies, electric powertrains and batteries. NIO differentiates itself through its continuous technological breakthroughs and innovations, such as its industry-leading battery swapping technologies, Battery as a Service, or BaaS, as well as its proprietary autonomous driving technologies and Autonomous Driving as a Service, or ADaaS. NIO’s product portfolio consists of the ES8, a six- or seven-seater flagship premium smart electric SUV, the ES7, a mid-large five-seater premium smart electric SUV, the ES6, a five-seater high-performance premium smart electric SUV, the EC6, a five-seater premium smart electric coupe SUV, the ET7, a flagship premium smart electric sedan, and the ET5, a mid-size premium smart electric sedan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996502915,"gmtCreate":1661182319639,"gmtModify":1676536469125,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585301056932297","idStr":"3585301056932297"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996502915","repostId":"2261576225","repostType":2,"repost":{"id":"2261576225","kind":"highlight","pubTimestamp":1661182417,"share":"https://ttm.financial/m/news/2261576225?lang=&edition=fundamental","pubTime":"2022-08-22 23:33","market":"us","language":"en","title":"Never Buy the Dip if You See These Red Flags","url":"https://stock-news.laohu8.com/highlight/detail?id=2261576225","media":"Motley Fool","summary":"These two warning signs could be an indication you're trying to catch a falling knife.","content":"<html><head></head><body><p>After you&#39;ve been investing for a while, you begin to see the bright side of share-price declines, because they often present opportunities to buy great companies at discounted prices.</p><p>Not every beaten-down stock is a good investment, though. Sometimes, stocks fall for good reason, and buying them after a significant crash is actually a value trap instead of a bargain opportunity.</p><p>To avoid catching falling knives, you have to be able to distinguish the quality companies the market is overlooking from the struggling businesses that will likely continue to face challenges. To that end, I never invest in beaten-down companies if I see these two red flags:</p><ol><li>The company will likely need to raise more money to fund operations.</li><li>The business is facing secular headwinds.</li></ol><p>Let&#39;s unpack these two concepts by looking at an example: <b>Peloton Interactive</b>.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F695187%2Fman-riding-peloton-bike-and-smiling.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2><b>Avoid zombies like the plague</b></h2><p>A zombie company is a business that is on a path toward insolvency unless it manages to raise additional capital, either in the form of an additional equity offering (selling more stock) or by taking on new debt.</p><p>These companies are completely dependent on new capital injections to survive, and when interest rates start to rise and the market becomes more averse to risk, they&#39;re often forced to take on new debt at very unfavorable interest rates, exacerbating their balance-sheet woes.</p><p>Peloton has certainly struggled in the last year with demand dropping off a cliff and operating expenses rising.</p><p>This led Dave Trainer, the CEO of the research firm New Constructs, to say the following in a recent publication: &#34;Peloton&#39;s issues are well telegraphed -- given the stock&#39;s decline over the past year -- but investors may not realize that the company only has a few months&#39; worth of cash remaining to fund its operations, which puts the stock in danger of falling to $0 per share.&#34;</p><p>Trainer&#39;s harsh comments are substantiated when you look at the company&#39;s shrinking cash position:</p><table><thead><tr><th><p>Metric</p></th><th><p><b>June 30, 2020</b></p></th><th><p><b>June 30, 2021</b></p></th><th><p><b>March 21, 2022</b></p></th></tr></thead><tbody><tr><td><p>Cash*</p></td><td><p>$1.75 billion</p></td><td><p>$1.60 billion</p></td><td><p>$879 million</p></td></tr></tbody></table><p>Data source: Peloton earnings reports. *Includes cash equivalents and short-term investments.</p><p>The interactive fitness specialist is also burning cash at an accelerated rate, going from free-cash-flow positive in 2020 to reporting negative free cash flow for five straight quarters. And the fiscal third quarter saw the biggest outflow yet of $746.7 million.</p><p>While Peloton&#39;s newly appointed CEO, Barry McCarthy, is hoping to pull off the comeback of the decade, Peloton is a company that may soon be raising capital in an environment where doing so is no longer cheap.</p><h2><b>Pass on businesses operating in declining markets</b></h2><p>Another major red flag is when a company operates in an industry with major secular headwinds. Peloton had a tremendous first-mover advantage which it cashed in during the pandemic as the connected-fitness industry enjoyed a surge in popularity. But as things have started returning to normal, the at-home fitness sector has experienced a complete reversal with waning demand, which is visible in Peloton&#39;s rapidly slowing revenue growth.</p><table border=\"1\"><tbody><tr><th>Metric</th><th>Q3 2021</th><th>Q4 2021</th><th>Q1 2022</th><th>Q2 2022</th><th>Q3 2022</th></tr><tr><td>Revenue growth</td><td>141%</td><td>54%</td><td>6%</td><td>6%</td><td>(15%)</td></tr></tbody></table><p>Data source: Peloton earnings reports.</p><p>And Peloton is not alone. Rival fitness brand <b>Nautilus</b> recently announced a 70% decline in sales in the most recent quarter, while the parent company of NordicTrack scrapped its plans to go public this year among various rounds of layoffs.</p><p>The at-home fitness equipment industry may eventually live up to the hype, but for the foreseeable future, it faces an uphill battle as fitness enthusiasts elect to return to gyms and outdoor activities.</p><h2><b>Buy the dip, but do it intelligently </b></h2><p>I&#39;m a huge proponent of buying beaten-down stocks as long as they&#39;re high-quality companies. And to determine that, you need to be on the lookout for red flags.</p><p>As you can see with Peloton, the potential need to raise capital to fund operations (especially when interest rates are rising) and major industry headwinds are two indications the stock could be a falling knife instead of a diamond in the rough.</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>Never Buy the Dip if You See These Red Flags</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\">\nNever Buy the Dip if You See These Red Flags\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 23:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/21/never-buy-the-dip-if-you-see-these-red-flags/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After you've been investing for a while, you begin to see the bright side of share-price declines, because they often present opportunities to buy great companies at discounted prices.Not every beaten...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/21/never-buy-the-dip-if-you-see-these-red-flags/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc.",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.fool.com/investing/2022/08/21/never-buy-the-dip-if-you-see-these-red-flags/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261576225","content_text":"After you've been investing for a while, you begin to see the bright side of share-price declines, because they often present opportunities to buy great companies at discounted prices.Not every beaten-down stock is a good investment, though. Sometimes, stocks fall for good reason, and buying them after a significant crash is actually a value trap instead of a bargain opportunity.To avoid catching falling knives, you have to be able to distinguish the quality companies the market is overlooking from the struggling businesses that will likely continue to face challenges. To that end, I never invest in beaten-down companies if I see these two red flags:The company will likely need to raise more money to fund operations.The business is facing secular headwinds.Let's unpack these two concepts by looking at an example: Peloton Interactive.Image source: Getty Images.Avoid zombies like the plagueA zombie company is a business that is on a path toward insolvency unless it manages to raise additional capital, either in the form of an additional equity offering (selling more stock) or by taking on new debt.These companies are completely dependent on new capital injections to survive, and when interest rates start to rise and the market becomes more averse to risk, they're often forced to take on new debt at very unfavorable interest rates, exacerbating their balance-sheet woes.Peloton has certainly struggled in the last year with demand dropping off a cliff and operating expenses rising.This led Dave Trainer, the CEO of the research firm New Constructs, to say the following in a recent publication: \"Peloton's issues are well telegraphed -- given the stock's decline over the past year -- but investors may not realize that the company only has a few months' worth of cash remaining to fund its operations, which puts the stock in danger of falling to $0 per share.\"Trainer's harsh comments are substantiated when you look at the company's shrinking cash position:MetricJune 30, 2020June 30, 2021March 21, 2022Cash*$1.75 billion$1.60 billion$879 millionData source: Peloton earnings reports. *Includes cash equivalents and short-term investments.The interactive fitness specialist is also burning cash at an accelerated rate, going from free-cash-flow positive in 2020 to reporting negative free cash flow for five straight quarters. And the fiscal third quarter saw the biggest outflow yet of $746.7 million.While Peloton's newly appointed CEO, Barry McCarthy, is hoping to pull off the comeback of the decade, Peloton is a company that may soon be raising capital in an environment where doing so is no longer cheap.Pass on businesses operating in declining marketsAnother major red flag is when a company operates in an industry with major secular headwinds. Peloton had a tremendous first-mover advantage which it cashed in during the pandemic as the connected-fitness industry enjoyed a surge in popularity. But as things have started returning to normal, the at-home fitness sector has experienced a complete reversal with waning demand, which is visible in Peloton's rapidly slowing revenue growth.MetricQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Revenue growth141%54%6%6%(15%)Data source: Peloton earnings reports.And Peloton is not alone. Rival fitness brand Nautilus recently announced a 70% decline in sales in the most recent quarter, while the parent company of NordicTrack scrapped its plans to go public this year among various rounds of layoffs.The at-home fitness equipment industry may eventually live up to the hype, but for the foreseeable future, it faces an uphill battle as fitness enthusiasts elect to return to gyms and outdoor activities.Buy the dip, but do it intelligently I'm a huge proponent of buying beaten-down stocks as long as they're high-quality companies. And to determine that, you need to be on the lookout for red flags.As you can see with Peloton, the potential need to raise capital to fund operations (especially when interest rates are rising) and major industry headwinds are two indications the stock could be a falling knife instead of a diamond in the rough.","news_type":1},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991097630,"gmtCreate":1660745886322,"gmtModify":1676536390749,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585301056932297","idStr":"3585301056932297"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a><v-v data-views=\"1\"></v-v>Looking to buy more&nbsp;","listText":"<a 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href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a><v-v data-views=\"1\"></v-v>Company potentials outweighs the sleepy noises","text":"$AMD(AMD)$Company potentials outweighs the sleepy noises","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934250267","isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992201247,"gmtCreate":1661311746392,"gmtModify":1676536495445,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585301056932297","idStr":"3585301056932297"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/601318\">$Ping An Insurance (Group) Company Of China, Ltd.(601318)$</a>Go go","listText":"<a href=\"https://ttm.financial/S/601318\">$Ping An Insurance (Group) Company Of China, Ltd.(601318)$</a>Go go","text":"$Ping An Insurance (Group) Company Of China, Ltd.(601318)$Go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992201247","isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998969169,"gmtCreate":1660919427253,"gmtModify":1676536423515,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585301056932297","idStr":"3585301056932297"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a><v-v data-views=\"1\"></v-v>Good projection","listText":"<a 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ftw&nbsp;","text":"$AMD(AMD)$Q4 ftw","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906782523","isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913168521,"gmtCreate":1663939959763,"gmtModify":1676537366943,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585301056932297","idStr":"3585301056932297"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a><v-v data-views=\"1\"></v-v>Go go go!","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a><v-v data-views=\"1\"></v-v>Go go go!","text":"$NIO Inc.(NIO)$Go go go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913168521","isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932474745,"gmtCreate":1662987154187,"gmtModify":1676537176474,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585301056932297","idStr":"3585301056932297"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a><v-v data-views=\"1\"></v-v>Full of potentials","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a><v-v data-views=\"1\"></v-v>Full of potentials","text":"$AMD(AMD)$Full of potentials","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932474745","isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930068526,"gmtCreate":1661873545068,"gmtModify":1676536594565,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585301056932297","idStr":"3585301056932297"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a><v-v data-views=\"1\"></v-v>Yessir&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a><v-v data-views=\"1\"></v-v>Yessir&nbsp;","text":"$NIO Inc.(NIO)$Yessir","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930068526","isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992489933,"gmtCreate":1661353845024,"gmtModify":1676536502193,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585301056932297","idStr":"3585301056932297"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a><v-v data-views=\"1\"></v-v>Slowly but surely&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a><v-v data-views=\"1\"></v-v>Slowly but surely&nbsp;","text":"$AMD(AMD)$Slowly but surely","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992489933","isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999463882,"gmtCreate":1660572181849,"gmtModify":1676535335177,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585301056932297","idStr":"3585301056932297"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a><v-v data-views=\"1\"></v-v>💪🧠","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a><v-v data-views=\"1\"></v-v>💪🧠","text":"$AMD(AMD)$💪🧠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999463882","isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907361686,"gmtCreate":1660143373148,"gmtModify":1703478366018,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585301056932297","idStr":"3585301056932297"},"themes":[],"htmlText":"👍👍🙏🏻","listText":"👍👍🙏🏻","text":"👍👍🙏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907361686","repostId":"1182546559","repostType":2,"repost":{"id":"1182546559","kind":"news","pubTimestamp":1660143118,"share":"https://ttm.financial/m/news/1182546559?lang=&edition=fundamental","pubTime":"2022-08-10 22:51","market":"us","language":"en","title":"AMD: 20x P/E, 54% Gross Margin, Strong Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1182546559","media":"Seeking Alpha","summary":"SummaryAs opposed to previous quarters, AMD did not beat its own guidance for Q2’22 revenues.The chi","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>As opposed to previous quarters, AMD did not beat its own guidance for Q2’22 revenues.</li><li>The chip maker also issued a light forecast for Q3’22.</li><li>Despite growing headwinds in the PC market, AMD remains a top bet on Data Center growth.</li></ul><p>Advanced Micro Devices, Inc. (NASDAQ:AMD)’s second-quarter results were slightly better than predicted, but the company’s outlook for the third-quarter was not as great as it used to be. While Lisa Su has mentioned that headwinds in the PC market -- which recently led to devastating results for chip maker Intel (INTC) and caused Nvidia (NVDA) to pre-release FQ2’23 earnings -- AMD is well positioned to expand its business in the data center business!</p><p><b>Data Centers driving AMD’s entire performance</b></p><p>AMD had a great second-quarter with revenues soaring 70% year over year to a record $6.6B. Once again, no business performed better than the Data Center business which is driven by sales of AMD’s super-successful EPYC processors.</p><p>AMD’s outlook for Q2’22 called for $6.5B in revenues +/- $200M so actual revenues fell within the guidance range. However, AMD has consistently outperformed its own revenue guidance in FY 2021 and in Q1’22, meaning by AMD’s standards, the chip maker has only had a decent quarter. All segments performed well for AMD, however, with Data Centers showing enormous growth of 83% year over year to $1.5B.</p><p>As opposed to Nvidia and Intel, AMD saw strong growth across the board with even Gaming revenues up 32% year over year to $1.7B. Gaming revenues increased due to higher semi-custom product sales although AMD saw a decline in graphics revenues. AMD’s new Gaming segment includes sales largely from its desktop and notebook GPUs as well as gaming consoles.</p><p><img src=\"https://static.tigerbbs.com/fa5a76e718f4b2594950868956f1a417\" tg-width=\"849\" tg-height=\"579\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AMD: Q2&#39;22 Revenue Split By Segment</p><p>A strong catalyst for growth in the Data Center segment is the recently closed acquisitions of Xilinx and Pensando. The Pensando acquisition cost AMD $1.9B and is meant to expand AMD’s Data Center product portfolio. With more workloads moving to the cloud, AMD’s Data Center business is primed for a sustained period of growth which is becoming more important now since there is growing evidence of a serious down-turn in the PC shipment and Gaming markets.</p><p>AMD continues to crush it in Data Centers, in part because it has a great product line-up, in part because Intel keeps slipping up in the server market by repeatedly delaying the release of its highly anticipated 4th gen Xeon server processors, code-named Sapphire Rapids. Intel is still in the validation phase for these processors but has said that the Sapphire Rapids will be available this year, with a potential volume ramp expected towards the end of the year.Rumors have it that the Sapphire Rapids release may once again be delayed, this time to Q1’23.</p><p>Intel’s Sapphire Rapids Xeon CPU was slated to compete against AMD’s Milan-X branded EPYC processor, but repeated delays have seriously messed up Intel’s release timeline. Due to continual delays, Sapphire Rapids processors are now set to compete against the even better Genoa-X branded EPYC processor, a successor of the Milan-X server CPU, which is expected to launch in the fourth-quarter.</p><p><b>Graphics card shortage officially over</b></p><p>Graphic cards have been in short supply in 2021 and is has fueled AMD’s financial performance. A severe GPU shortage, which was partly driven by cryptocurrency miners that used graphics cards for mining purposes, has supported average selling prices throughout FY 2021 and driven record GPU prices. However, with cryptocurrency prices falling and demand for GPUs dropping in 2022, prices have fallen into a down-trend. Prices for AMD’s RX 6000 GPU have dropped below the manufacturer&#39;s suggested retail price in July and are now available for just 0.86 X MSRP. The decline in pricing power is set to weigh on AMD’s Gaming segment going forward.</p><p><img src=\"https://static.tigerbbs.com/b89f63cd9dde1122203f6a2fc133717f\" tg-width=\"1280\" tg-height=\"331\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>wccftech.com: AMD/Nvidia Graphics Card Prices</p><p><b>AMD’s gross margins: The canary in the coal mine</b></p><p>I don’t worry about AMD’s gross margins, yet. In Q2’22, AMD’s non-GAAP gross margins improved 1 PP sequentially and 6 PP year over year to 54%, largely because of strong execution in Data Centers and the Embedded business. The Embedded business essentially includes the product portfolio taken over by AMD through its acquisition of Xilinx.</p><p>As long as gross margins are either growing or remaining stable, AMD’s business is on fundamentally sound footing. For me, gross margins are the canary in the coal mine in the chip industry and two consecutive quarters of gross margin declines would be a strong indicator for a cyclical correction in the industry that may also foreshadow a deceleration of AMD’s revenue growth.</p><p><img src=\"https://static.tigerbbs.com/db2c5062a6d340ba83d813f3dc4f246f\" tg-width=\"1196\" tg-height=\"574\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AMD: Gross Margin Trend</p><p><b>Down-turn risks</b></p><p>Intel has warned the market that PC shipments are expected to remain weak in 2022 which is set to weigh on processor sales in the industry. According to consulting company Gartner, shipments of PCs, tablets and mobile phones are projected to decline 7.6% this year with shipments of PCs expected to see the largest decline of 9.5%. The reason for the down-turn in the PC market is that consumers bought new computers during the pandemic for remote work, meaning they don’t have a pressing reason to upgrade their equipment again. The expectation of a down-turn in the PC industry led Intel to issue a truly devastating outlook for FY 2022and AMD has also cautioned that the PC market will remain weak.</p><p><img src=\"https://static.tigerbbs.com/9cb60ad6a689ec34074557eeffff2305\" tg-width=\"768\" tg-height=\"304\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gartner: Estimated Device Shipments FY 2022</p><p><b>Free cash flow</b></p><p>Strong EPYC server processor sales pushed AMD’s operating cash flow above $1.0B in Q2’22 for the first time. AMD’s free cash flow didn’t mark a new record due to higher capital expenditures, but remained solid above $900M. AMD&#39;s free cash flow margin declined sequentially to 13.8% and may come under more pressure if AMD’s pricing power in the Gaming market wanes going forward.</p><p><img src=\"https://static.tigerbbs.com/36aff8e2f9bd3b5afb5f91cf35e7d3ef\" tg-width=\"607\" tg-height=\"340\" width=\"100%\" height=\"auto\"/></p><p>(Source: Author)</p><p><b>Light outlook for FY 2022</b></p><p>AMD’s outlook for the third-quarter was not great and implies a top line deceleration, although AMD is still expected to grow fast. For Q3’22 AMD sees $6.7B in revenues +/- $200M which implies 55% year over year growth. Considering that AMD grew its top line at a 70% rate in Q2’22, AMD’s Q3’22 guidance implies a 15 PP decline in the growth rate. However, AMD expects a stable 54% gross margin. Nvidia’s gross margins dropped off steeply in FQ2’22, in large part because of growing weakness in the Gaming segment. The outlook is not as great as it used to be, but still good enough to buy AMD&#39;s shares.</p><p><img src=\"https://static.tigerbbs.com/e9a0403612542ee65d09d023001a2768\" tg-width=\"1077\" tg-height=\"471\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AMD: Q3&#39;22 Outlook</p><p><b>AMD has the better risk profile</b></p><p>Compared against NVIDIA, which just pre-released FQ2&#39;23 earnings, AMD is the better deal for me here. Nvidia saw a 33% decline in Gaming revenues in FQ2&#39;23 and although AMD also saw declining graphics cards revenues, total Q2&#39;22 results were much better and didn&#39;t show the massive revenue deceleration that Nvidia reported. Based off of valuation (20.3 X P/E ratio for AMD vs. 30.80 X for Nvidia) and execution, I believe AMD is the better choice.</p><p><img src=\"https://static.tigerbbs.com/262b39f483be3ab6179e9514eb162b24\" tg-width=\"1280\" tg-height=\"892\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>AMD PE Ratio (Forward 1y)data by YCharts</p><p><b>Risks with AMD</b></p><p>The big risk for AMD is that a down-turn in the PC market will affect the volume of processor shipments which may result in a deceleration of revenues and weaker gross margins going forward. AMD is still going to grow rapidly, however, so even a deceleration of growth does not speak against investing in AMD. What would change my mind about AMD is if the firm saw materially lower free cash flow margins and two consecutive quarters of gross margin declines.</p><p><b>Final thoughts</b></p><p>The second-quarter was a great quarter for AMD and although the chip maker gave a lighter than usual outlook for Q3’22, shares of AMD are a buy for me here. AMD is seeing broad-based strength across its businesses, but especially in Data Centers which is where I believe AMD&#39;s business will shine. The acquisitions of Xilinx and Pensando fortify AMD’s position in the server market and Intel slipping up with its Sapphire Rapids launch only helps AMD.</p><p>Data Centers are AMD’s biggest growth opportunity and the company will capitalize on it by rolling out new EPYC (Genoa-X) processors that promise even stronger performance for Data Centers than prior-gen CPUs. While a down-turn in the PC market is a risk, AMD’s developing focus on the Data Center business may provide an offset to PC market weakness and to lower GPU shipments in the Gaming segment!</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>AMD: 20x P/E, 54% Gross Margin, Strong Growth</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\">\nAMD: 20x P/E, 54% Gross Margin, Strong Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 22:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532153-amd-20x-p-e-54-percent-gross-margin-strong-growth?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAs opposed to previous quarters, AMD did not beat its own guidance for Q2’22 revenues.The chip maker also issued a light forecast for Q3’22.Despite growing headwinds in the PC market, AMD ...</p>\n\n<a href=\"https://seekingalpha.com/article/4532153-amd-20x-p-e-54-percent-gross-margin-strong-growth?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4532153-amd-20x-p-e-54-percent-gross-margin-strong-growth?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182546559","content_text":"SummaryAs opposed to previous quarters, AMD did not beat its own guidance for Q2’22 revenues.The chip maker also issued a light forecast for Q3’22.Despite growing headwinds in the PC market, AMD remains a top bet on Data Center growth.Advanced Micro Devices, Inc. (NASDAQ:AMD)’s second-quarter results were slightly better than predicted, but the company’s outlook for the third-quarter was not as great as it used to be. While Lisa Su has mentioned that headwinds in the PC market -- which recently led to devastating results for chip maker Intel (INTC) and caused Nvidia (NVDA) to pre-release FQ2’23 earnings -- AMD is well positioned to expand its business in the data center business!Data Centers driving AMD’s entire performanceAMD had a great second-quarter with revenues soaring 70% year over year to a record $6.6B. Once again, no business performed better than the Data Center business which is driven by sales of AMD’s super-successful EPYC processors.AMD’s outlook for Q2’22 called for $6.5B in revenues +/- $200M so actual revenues fell within the guidance range. However, AMD has consistently outperformed its own revenue guidance in FY 2021 and in Q1’22, meaning by AMD’s standards, the chip maker has only had a decent quarter. All segments performed well for AMD, however, with Data Centers showing enormous growth of 83% year over year to $1.5B.As opposed to Nvidia and Intel, AMD saw strong growth across the board with even Gaming revenues up 32% year over year to $1.7B. Gaming revenues increased due to higher semi-custom product sales although AMD saw a decline in graphics revenues. AMD’s new Gaming segment includes sales largely from its desktop and notebook GPUs as well as gaming consoles.AMD: Q2'22 Revenue Split By SegmentA strong catalyst for growth in the Data Center segment is the recently closed acquisitions of Xilinx and Pensando. The Pensando acquisition cost AMD $1.9B and is meant to expand AMD’s Data Center product portfolio. With more workloads moving to the cloud, AMD’s Data Center business is primed for a sustained period of growth which is becoming more important now since there is growing evidence of a serious down-turn in the PC shipment and Gaming markets.AMD continues to crush it in Data Centers, in part because it has a great product line-up, in part because Intel keeps slipping up in the server market by repeatedly delaying the release of its highly anticipated 4th gen Xeon server processors, code-named Sapphire Rapids. Intel is still in the validation phase for these processors but has said that the Sapphire Rapids will be available this year, with a potential volume ramp expected towards the end of the year.Rumors have it that the Sapphire Rapids release may once again be delayed, this time to Q1’23.Intel’s Sapphire Rapids Xeon CPU was slated to compete against AMD’s Milan-X branded EPYC processor, but repeated delays have seriously messed up Intel’s release timeline. Due to continual delays, Sapphire Rapids processors are now set to compete against the even better Genoa-X branded EPYC processor, a successor of the Milan-X server CPU, which is expected to launch in the fourth-quarter.Graphics card shortage officially overGraphic cards have been in short supply in 2021 and is has fueled AMD’s financial performance. A severe GPU shortage, which was partly driven by cryptocurrency miners that used graphics cards for mining purposes, has supported average selling prices throughout FY 2021 and driven record GPU prices. However, with cryptocurrency prices falling and demand for GPUs dropping in 2022, prices have fallen into a down-trend. Prices for AMD’s RX 6000 GPU have dropped below the manufacturer's suggested retail price in July and are now available for just 0.86 X MSRP. The decline in pricing power is set to weigh on AMD’s Gaming segment going forward.wccftech.com: AMD/Nvidia Graphics Card PricesAMD’s gross margins: The canary in the coal mineI don’t worry about AMD’s gross margins, yet. In Q2’22, AMD’s non-GAAP gross margins improved 1 PP sequentially and 6 PP year over year to 54%, largely because of strong execution in Data Centers and the Embedded business. The Embedded business essentially includes the product portfolio taken over by AMD through its acquisition of Xilinx.As long as gross margins are either growing or remaining stable, AMD’s business is on fundamentally sound footing. For me, gross margins are the canary in the coal mine in the chip industry and two consecutive quarters of gross margin declines would be a strong indicator for a cyclical correction in the industry that may also foreshadow a deceleration of AMD’s revenue growth.AMD: Gross Margin TrendDown-turn risksIntel has warned the market that PC shipments are expected to remain weak in 2022 which is set to weigh on processor sales in the industry. According to consulting company Gartner, shipments of PCs, tablets and mobile phones are projected to decline 7.6% this year with shipments of PCs expected to see the largest decline of 9.5%. The reason for the down-turn in the PC market is that consumers bought new computers during the pandemic for remote work, meaning they don’t have a pressing reason to upgrade their equipment again. The expectation of a down-turn in the PC industry led Intel to issue a truly devastating outlook for FY 2022and AMD has also cautioned that the PC market will remain weak.Gartner: Estimated Device Shipments FY 2022Free cash flowStrong EPYC server processor sales pushed AMD’s operating cash flow above $1.0B in Q2’22 for the first time. AMD’s free cash flow didn’t mark a new record due to higher capital expenditures, but remained solid above $900M. AMD's free cash flow margin declined sequentially to 13.8% and may come under more pressure if AMD’s pricing power in the Gaming market wanes going forward.(Source: Author)Light outlook for FY 2022AMD’s outlook for the third-quarter was not great and implies a top line deceleration, although AMD is still expected to grow fast. For Q3’22 AMD sees $6.7B in revenues +/- $200M which implies 55% year over year growth. Considering that AMD grew its top line at a 70% rate in Q2’22, AMD’s Q3’22 guidance implies a 15 PP decline in the growth rate. However, AMD expects a stable 54% gross margin. Nvidia’s gross margins dropped off steeply in FQ2’22, in large part because of growing weakness in the Gaming segment. The outlook is not as great as it used to be, but still good enough to buy AMD's shares.AMD: Q3'22 OutlookAMD has the better risk profileCompared against NVIDIA, which just pre-released FQ2'23 earnings, AMD is the better deal for me here. Nvidia saw a 33% decline in Gaming revenues in FQ2'23 and although AMD also saw declining graphics cards revenues, total Q2'22 results were much better and didn't show the massive revenue deceleration that Nvidia reported. Based off of valuation (20.3 X P/E ratio for AMD vs. 30.80 X for Nvidia) and execution, I believe AMD is the better choice.AMD PE Ratio (Forward 1y)data by YChartsRisks with AMDThe big risk for AMD is that a down-turn in the PC market will affect the volume of processor shipments which may result in a deceleration of revenues and weaker gross margins going forward. AMD is still going to grow rapidly, however, so even a deceleration of growth does not speak against investing in AMD. What would change my mind about AMD is if the firm saw materially lower free cash flow margins and two consecutive quarters of gross margin declines.Final thoughtsThe second-quarter was a great quarter for AMD and although the chip maker gave a lighter than usual outlook for Q3’22, shares of AMD are a buy for me here. AMD is seeing broad-based strength across its businesses, but especially in Data Centers which is where I believe AMD's business will shine. The acquisitions of Xilinx and Pensando fortify AMD’s position in the server market and Intel slipping up with its Sapphire Rapids launch only helps AMD.Data Centers are AMD’s biggest growth opportunity and the company will capitalize on it by rolling out new EPYC (Genoa-X) processors that promise even stronger performance for Data Centers than prior-gen CPUs. While a down-turn in the PC market is a risk, AMD’s developing focus on the Data Center business may provide an offset to PC market weakness and to lower GPU shipments in the Gaming segment!","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907944034,"gmtCreate":1660135808930,"gmtModify":1703478257287,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585301056932297","idStr":"3585301056932297"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a><v-v data-views=\"1\"></v-v>Let's go&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a><v-v data-views=\"1\"></v-v>Let's go&nbsp;","text":"$NIO Inc.(NIO)$Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907944034","isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987707279,"gmtCreate":1667982273992,"gmtModify":1676537994280,"author":{"id":"3585301056932297","authorId":"3585301056932297","name":"Mattscr","avatar":"https://community-static.tradeup.com/news/273d733492dc1856b1bcc88ba4a8f357","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585301056932297","idStr":"3585301056932297"},"themes":[],"htmlText":"Hopeful&nbsp;[Sly]&nbsp;","listText":"Hopeful&nbsp;[Sly]&nbsp;","text":"Hopeful [Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987707279","repostId":"1148388945","repostType":2,"repost":{"id":"1148388945","kind":"news","pubTimestamp":1667981167,"share":"https://ttm.financial/m/news/1148388945?lang=&edition=fundamental","pubTime":"2022-11-09 16:06","market":"us","language":"en","title":"Is Advanced Micro Devices Stock Still Attractive Despite End of PC Boom?","url":"https://stock-news.laohu8.com/highlight/detail?id=1148388945","media":"TipRanks","summary":"Story HighlightsPersistent weakness in the PC market and macro headwinds might continue to weigh on ","content":"<div>\n<p>Story HighlightsPersistent weakness in the PC market and macro headwinds might continue to weigh on Advanced Micro Devices stock over the near term. That said, several Wall Street analysts are bullish...</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-advanced-micro-devices-nasdaqamd-stock-still-attractive-despite-end-of-pc-boom\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Advanced Micro Devices Stock Still Attractive Despite End of PC Boom?</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 Advanced Micro Devices Stock Still Attractive Despite End of PC Boom?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 16:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/is-advanced-micro-devices-nasdaqamd-stock-still-attractive-despite-end-of-pc-boom><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsPersistent weakness in the PC market and macro headwinds might continue to weigh on Advanced Micro Devices stock over the near term. That said, several Wall Street analysts are bullish...</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-advanced-micro-devices-nasdaqamd-stock-still-attractive-despite-end-of-pc-boom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/is-advanced-micro-devices-nasdaqamd-stock-still-attractive-despite-end-of-pc-boom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148388945","content_text":"Story HighlightsPersistent weakness in the PC market and macro headwinds might continue to weigh on Advanced Micro Devices stock over the near term. That said, several Wall Street analysts are bullish on the long-term prospects of the company’s Data Center and Embedded segments.Advanced Micro Devices (NASDAQ: AMD) stock is down significantly this year amid rising interest rates and declining demand. AMD and other chip makers witnessed a pandemic-led surge in personal computer (PCs) shipments. However, recent results reflected the slump in demand for PC processors. That said, most analysts remain optimistic about AMD due to the strength in its Data Center and Embedded segments.AMD Focusing on Prospects Beyond the Weak PC MarketAMD’s Q3 revenue grew 29% year-over-year to $5.6 billion, even as revenue from the Client segment fell 40% due to weakness in the PC market. The company benefited from higher revenue from the Data Center, Gaming, and Embedded segments. The Embedded segment’s revenue jumped to $1.3 billion from $79 million, reflecting the impact of the Xilinx acquisition.Meanwhile, Data Center segment’s revenue surged 45% to $1.6 billion. The company stated that Q3 marked the 10th straight quarter of record server processor sales, fueled by solid demand for third-generation EPYC processors. Additionally, the segment gained from the initial shipments of its 4th Generation EPYC central processing units (CPUs), called Genoa, to select customers.AMD is confident about the long-term growth and share gains of its Data Center business based on the extensive family of its CPUs, GPUs (graphics processing unit), FPGAs (field programmable gate array), adaptive SoCs, and data processing units (DPUs).The prospects of AMD’s Embedded segment also seem appealing given the demand from clients in the automotive, networking, communications, and aerospace and defense markets.AMD expects its full-year revenue to rise about 43%, driven by the growth in the Embedded and Data Center segments.What are Analysts Saying About AMD?Following the Q3 print, Mizuho Securities analyst Vijay Rakesh lowered the price target for AMD stock to $95 from $102 to reflect near-term macro challenges and “investor sentiment into a potential slowdown.” The analyst cautioned that the PC market has yet to bottom.Nonetheless, Rakesh reiterated a Buy rating on AMD stock as he is positive about AMD’s Data Center segment, with the company ramping Genoa into the first half of 2023.Overall, the Street’s Moderate Buy consensus rating for Advanced Micro Devices stock is based on 17 Buys and nine Holds. The average AMD stock price target of $85.62 implies a 34.1% upside potential. Shares have plummeted 56% year-to-date.ConclusionAMD stock might remain under pressure over the near term due to the lackluster demand in the PC market. That said, most analysts continue to be bullish about the company’s long-term prospects based on its strong fundamentals, solid cash flows (cash from operations increased 14% to $965 million in Q3), and the growth potential of the Data Center and Embedded segments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}