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YuanYuan888
2021-08-18
Huat
Wall Street slumps after weak retail sales, Home Depot results
YuanYuan888
2021-06-30
Huat
Singapore inks deal with GSK to purchase Covid-19 drug sotrovimab
YuanYuan888
2021-06-29
Huat
NIO: The Path To A $1 Trillion Valuation
YuanYuan888
2021-06-28
Timing
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YuanYuan888
2021-06-26
Huat
Tesla Stock Has Been on Fire This Week. Here Are 4 Reasons.
Go to Tiger App to see more news
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Shares of rival Lowe's Companies dropped 5.8%.</p>\n<p>A report showed that U.S. retail sales fell more than expected in July, as supply shortages depressed motor vehicle purchases and the boost to spending from the economy's reopening and stimulus checks faded, suggesting a slowdown in growth early in the third quarter.</p>\n<p>“The retail sales drop I think clarified for investors that COVID may well be a big problem going into the fall,” said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey.</p>\n<p>Prior to Tuesday's drops, the S&P 500 and the Dow Jones Industrial Average had closed at record highs for five straight sessions.</p>\n<p>“The (market) backdrop remains really solid,\" said Katie Nixon, chief investment officer at Northern Trust Wealth Management. \"At this point, when you have some of these negative macro indicators coming in and you have markets that are selling at all-time highs with pretty expensive valuations by any measure, there is just going to be more vulnerability to that kind of bad news.”</p>\n<p>The Dow Jones Industrial Average fell 282.12 points, or 0.79%, to 35,343.28, the S&P 500 lost 31.63 points, or 0.71%, to 4,448.08 and the Nasdaq Composite dropped 137.58 points, or 0.93%, to 14,656.18.</p>\n<p>The S&P 500 healthcare sector was a bright spot, ending up 1.1% on the day.</p>\n<p>With the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&P 500 yet to experience a 5% pullback this year. On Monday, the S&P 500 closed 100% above its March 2020 low.</p>\n<p>Still, market watchers have said that huge amounts of cash held by investors and companies could protect stocks from severe declines, as buyers are quick to look for opportunities to scoop up cheaper shares. Indeed, the indexes ended well above their session lows on Tuesday as stocks partially recovered late in the day.</p>\n<p>In an encouraging sign about the economic rebound, a Federal Reserve report showed production at U.S. factories surged in July.</p>\n<p>Investors are looking for signs about when the Fed will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday, and are watching the resurgence in COVID-19 cases and its impact on the economy.</p>\n<p>In other company news, Walmart Inc shares ended little changed after the retailer increased its annual U.S. same-store sales forecast after beating analysts' estimates.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 2.51-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 39 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 44 new highs and 318 new lows.</p>\n<p>About 9.5 billion shares changed hands in U.S. exchanges, above the 9.2 billion daily average over the last 20 sessions.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street slumps after weak retail sales, Home Depot results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street slumps after weak retail sales, Home Depot results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-18 06:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Home Depot falls as U.S. same-store sales miss estimates</p>\n<p>* Auto shortages, spend shift to services tank U.S. retail sales</p>\n<p>* Walmart flat after it raises sales forecast</p>\n<p>* Indexes down: Dow 0.79%, S&P 0.71%, Nasdaq 0.93%</p>\n<p>Aug 17 (Reuters) - Wall Street's main indexes slid on Tuesday, with the S&P 500 logging its biggest one-day percentage fall in about a month, weighed down by a drop in U.S. retail sales that raised concerns about the economic recovery, as well as by disappointing results from Home Depot.</p>\n<p>Most of the S&P 500's sectors finished lower, with consumer discretionary the weakest performer, falling 2.3%.</p>\n<p>Home Depot shares fell 4.3% after the company's U.S. same-store sales fell short of estimates for the first time in nearly two years as pandemic-fueled do-it-yourself projects tapered off. Shares of rival Lowe's Companies dropped 5.8%.</p>\n<p>A report showed that U.S. retail sales fell more than expected in July, as supply shortages depressed motor vehicle purchases and the boost to spending from the economy's reopening and stimulus checks faded, suggesting a slowdown in growth early in the third quarter.</p>\n<p>“The retail sales drop I think clarified for investors that COVID may well be a big problem going into the fall,” said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey.</p>\n<p>Prior to Tuesday's drops, the S&P 500 and the Dow Jones Industrial Average had closed at record highs for five straight sessions.</p>\n<p>“The (market) backdrop remains really solid,\" said Katie Nixon, chief investment officer at Northern Trust Wealth Management. \"At this point, when you have some of these negative macro indicators coming in and you have markets that are selling at all-time highs with pretty expensive valuations by any measure, there is just going to be more vulnerability to that kind of bad news.”</p>\n<p>The Dow Jones Industrial Average fell 282.12 points, or 0.79%, to 35,343.28, the S&P 500 lost 31.63 points, or 0.71%, to 4,448.08 and the Nasdaq Composite dropped 137.58 points, or 0.93%, to 14,656.18.</p>\n<p>The S&P 500 healthcare sector was a bright spot, ending up 1.1% on the day.</p>\n<p>With the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&P 500 yet to experience a 5% pullback this year. On Monday, the S&P 500 closed 100% above its March 2020 low.</p>\n<p>Still, market watchers have said that huge amounts of cash held by investors and companies could protect stocks from severe declines, as buyers are quick to look for opportunities to scoop up cheaper shares. Indeed, the indexes ended well above their session lows on Tuesday as stocks partially recovered late in the day.</p>\n<p>In an encouraging sign about the economic rebound, a Federal Reserve report showed production at U.S. factories surged in July.</p>\n<p>Investors are looking for signs about when the Fed will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday, and are watching the resurgence in COVID-19 cases and its impact on the economy.</p>\n<p>In other company news, Walmart Inc shares ended little changed after the retailer increased its annual U.S. same-store sales forecast after beating analysts' estimates.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 2.51-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 39 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 44 new highs and 318 new lows.</p>\n<p>About 9.5 billion shares changed hands in U.S. exchanges, above the 9.2 billion daily average over the last 20 sessions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","HD":"家得宝",".SPX":"S&P 500 Index","HBCP":"Home合众银行",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160880977","content_text":"* Home Depot falls as U.S. same-store sales miss estimates\n* Auto shortages, spend shift to services tank U.S. retail sales\n* Walmart flat after it raises sales forecast\n* Indexes down: Dow 0.79%, S&P 0.71%, Nasdaq 0.93%\nAug 17 (Reuters) - Wall Street's main indexes slid on Tuesday, with the S&P 500 logging its biggest one-day percentage fall in about a month, weighed down by a drop in U.S. retail sales that raised concerns about the economic recovery, as well as by disappointing results from Home Depot.\nMost of the S&P 500's sectors finished lower, with consumer discretionary the weakest performer, falling 2.3%.\nHome Depot shares fell 4.3% after the company's U.S. same-store sales fell short of estimates for the first time in nearly two years as pandemic-fueled do-it-yourself projects tapered off. Shares of rival Lowe's Companies dropped 5.8%.\nA report showed that U.S. retail sales fell more than expected in July, as supply shortages depressed motor vehicle purchases and the boost to spending from the economy's reopening and stimulus checks faded, suggesting a slowdown in growth early in the third quarter.\n“The retail sales drop I think clarified for investors that COVID may well be a big problem going into the fall,” said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey.\nPrior to Tuesday's drops, the S&P 500 and the Dow Jones Industrial Average had closed at record highs for five straight sessions.\n“The (market) backdrop remains really solid,\" said Katie Nixon, chief investment officer at Northern Trust Wealth Management. \"At this point, when you have some of these negative macro indicators coming in and you have markets that are selling at all-time highs with pretty expensive valuations by any measure, there is just going to be more vulnerability to that kind of bad news.”\nThe Dow Jones Industrial Average fell 282.12 points, or 0.79%, to 35,343.28, the S&P 500 lost 31.63 points, or 0.71%, to 4,448.08 and the Nasdaq Composite dropped 137.58 points, or 0.93%, to 14,656.18.\nThe S&P 500 healthcare sector was a bright spot, ending up 1.1% on the day.\nWith the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&P 500 yet to experience a 5% pullback this year. On Monday, the S&P 500 closed 100% above its March 2020 low.\nStill, market watchers have said that huge amounts of cash held by investors and companies could protect stocks from severe declines, as buyers are quick to look for opportunities to scoop up cheaper shares. Indeed, the indexes ended well above their session lows on Tuesday as stocks partially recovered late in the day.\nIn an encouraging sign about the economic rebound, a Federal Reserve report showed production at U.S. factories surged in July.\nInvestors are looking for signs about when the Fed will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday, and are watching the resurgence in COVID-19 cases and its impact on the economy.\nIn other company news, Walmart Inc shares ended little changed after the retailer increased its annual U.S. same-store sales forecast after beating analysts' estimates.\nDeclining issues outnumbered advancing ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 2.51-to-1 ratio favored decliners.\nThe S&P 500 posted 39 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 44 new highs and 318 new lows.\nAbout 9.5 billion shares changed hands in U.S. exchanges, above the 9.2 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153174782,"gmtCreate":1625015645946,"gmtModify":1703850117753,"author":{"id":"3586310832970658","authorId":"3586310832970658","name":"YuanYuan888","avatar":"https://static.tigerbbs.com/25da6e75318c464e3fdb52ea1064e2cc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586310832970658","authorIdStr":"3586310832970658"},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/153174782","repostId":"2147689312","repostType":4,"repost":{"id":"2147689312","pubTimestamp":1625015157,"share":"https://ttm.financial/m/news/2147689312?lang=&edition=fundamental","pubTime":"2021-06-30 09:05","market":"us","language":"en","title":"Singapore inks deal with GSK to purchase Covid-19 drug sotrovimab","url":"https://stock-news.laohu8.com/highlight/detail?id=2147689312","media":"The Straits Times","summary":"SINGAPORE (THE BUSINESS TIMES) - Singapore has inked a deal with drugmaker GlaxoSmithKline Singapore","content":"<div>\n<p>SINGAPORE (THE BUSINESS TIMES) - Singapore has inked a deal with drugmaker GlaxoSmithKline Singapore and clinical-stage immunology firm Vir Biotechnology for the supply of a medication for patients ...</p>\n\n<a href=\"http://www.straitstimes.com/singapore/health/singapore-inks-deal-with-gsk-to-purchase-covid-19-drug-sotrovimab\">Web Link</a>\n\n</div>\n","source":"straits_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore inks deal with GSK to purchase Covid-19 drug sotrovimab</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore inks deal with GSK to purchase Covid-19 drug sotrovimab\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 09:05 GMT+8 <a href=http://www.straitstimes.com/singapore/health/singapore-inks-deal-with-gsk-to-purchase-covid-19-drug-sotrovimab><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SINGAPORE (THE BUSINESS TIMES) - Singapore has inked a deal with drugmaker GlaxoSmithKline Singapore and clinical-stage immunology firm Vir Biotechnology for the supply of a medication for patients ...</p>\n\n<a href=\"http://www.straitstimes.com/singapore/health/singapore-inks-deal-with-gsk-to-purchase-covid-19-drug-sotrovimab\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GSK":"葛兰素史克"},"source_url":"http://www.straitstimes.com/singapore/health/singapore-inks-deal-with-gsk-to-purchase-covid-19-drug-sotrovimab","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147689312","content_text":"SINGAPORE (THE BUSINESS TIMES) - Singapore has inked a deal with drugmaker GlaxoSmithKline Singapore and clinical-stage immunology firm Vir Biotechnology for the supply of a medication for patients with mild to moderate Covid-19.\nThe advance purchase agreement is for the supply of sotrovimab, an investigational single-dose monoclonal antibody administered through intravenous infusion, GSK Singapore said in a statement on Wednesday (June 29).\nIt is used to treat Covid-19 patients who do not need supplemental oxygen but are at risk of progressing to severe disease.\nSotrovimab is currently undergoing regulatory review by the Health Sciences Authority for interim authorisation under the Pandemic Special Access Route (PSAR), GSK Singapore said.\nThe medication was, on May 26, granted emergency-use authorisation by the United States Food and Drug Administration; the European Medicines Agency's Committee for Medicinal Products for Human Use has also issued a positive scientific opinion.\nThe British drugmaker's PSAR application includes data from an interim analysis of efficacy and safety data from its phase three trial, which it said was stopped early by an independent data-monitoring committee in March due to evidence of \"profound clinical efficacy\".\n\"Results of the interim analysis, based on data from 583 randomised patients, demonstrated an 85 per cent reduction in hospitalisation or death in those receiving sotrovimab compared to placebo, the primary endpoint of the trial,\" GSK Singapore said.\nIt noted that the PSAR review will also consider the medicine's quality and safety data, adding that final results from its efficacy trial will be available later this year.\nPreclinical data has suggested that sotromivab targets a conserved epitope of the Sars-CoV-2 spike protein, which is less likely to mutate over time, GSK said.\nDr Phil Pang, chief medical officer of Vir, said the treatment appears to \"retain activity against all circulating variants of concern\", including the highly transmissible Delta variant which originated from India, based on data from several in vitro studies.\nMr Mike Crichton, senior vice-president for speciality and primary-care therapy area at GSK, said vaccines, together with treatments like sotrovimab, have the potential to increase the chance of ending the pandemic, as variants of the coronavirus continue to arise.\nGSK and Vir are in discussions with other governments to explore similar supply agreements, as countries accelerate their vaccine and therapeutics programmes against Covid-19, the company said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159669313,"gmtCreate":1624963476732,"gmtModify":1703848917020,"author":{"id":"3586310832970658","authorId":"3586310832970658","name":"YuanYuan888","avatar":"https://static.tigerbbs.com/25da6e75318c464e3fdb52ea1064e2cc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586310832970658","authorIdStr":"3586310832970658"},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159669313","repostId":"1124372919","repostType":2,"repost":{"id":"1124372919","pubTimestamp":1624869783,"share":"https://ttm.financial/m/news/1124372919?lang=&edition=fundamental","pubTime":"2021-06-28 16:43","market":"us","language":"en","title":"NIO: The Path To A $1 Trillion Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1124372919","media":"seekingalpha","summary":"NIO is known by many as a large cap Chinese electric vehicle company.However, it is actually much more than that and possesses several key competitive advantages.We discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.NIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\". Given that the mobility industry is becoming increasingly software-driven,","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is known by many as a large cap Chinese electric vehicle company.</li>\n <li>However, it is actually much more than that and possesses several key competitive advantages.</li>\n <li>We discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17cdcfe41a4b886c29dad01d4512e84e\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Lintao Zhang/Getty Images News</span></p>\n<p>Similar to how we analyzed Palantir(NYSE:PLTR)in our recent piece<i>Palantir: The Path To A $1 Trillion Valuation</i>, NIO Inc.(NYSE:NIO)is unique in that it is already a large cap stock, but has a massive growth runway that could quite conceivably make it a mega-cap stock and eventually even approach a valuation of $1 Trillion. Here are five reasons why it could successfully achieve that valuation:</p>\n<p><b>#1. \"Gas Station\" Of The Future</b></p>\n<p>NIO is a major designer and manufacturer of high-tech electric vehicles in China and as a result competes with the likes of Tesla(NASDAQ:TSLA)in innovative technologies like connectivity, batteries, autonomous mobility, and artificial intelligence.</p>\n<p>NIO's status as an emerging leader in these innovative technologies is perhaps the biggest reason to believe that they could become a multi-bagger from today's already lofty valuation and become a true mega cap.</p>\n<p>For example, its Battery-as-a-Service (BaaS) potential is immense. The company has already begun building out the infrastructure for this business through its recent partnership with Sinopec(NYSE:SHI)through which they aspire to create a 5,000 battery swap station network by 2024. This will give NIO a decisive network advantage in this space just as it begins to really take off in the world's largest electric vehicle market, enabling it to form partnerships with other automakers in the country and drive strong revenue growth from this business alone. Essentially, this would make NIO the number one \"gas station\" company in China as the country and world enter the age of electrification.</p>\n<p>Given that they possess hundreds of patents in battery swap technology, NIO seems to already have the intellectual property moat necessary to transform this potential into reality. It appears to be merely a matter of time for them to implement and scale now.</p>\n<p><b>#2. Autonomous Mobility & AI Technology</b></p>\n<p>NIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\"</p>\n<p>Given that the mobility industry is becoming increasingly software-driven, its intellectual property portfolio here is important as well. Even more important, though, is its competitive positioning to emerge as a long-term leader in the electric vehicle space in China, not only because of the vehicle sales potential it offers, but much more importantly because it is the largest source of consumer data in the world. As a result, NIO will have access to a vast amount of data with which it can improve its A.I. and build one of the best mobility software platforms in the world.</p>\n<p><b>#3. Government Support</b></p>\n<p>Another big reason to believe in NIO's long-term potential stems from the simple fact that it is a leading local company in China in high-priority technology fields. As a result, it will likely enjoy significant support from the Chinese government so that it can serve as a vehicle whereby China can advance its goals towards becoming the pre-eminent global technological superpower.</p>\n<p>This principle has already played out several times to NIO's benefit.</p>\n<p>For example, the government recently gave NIO a RMB7 billion (US$1b) bailout to give it the cash it needed to sustain and scale operations.</p>\n<p>Additionally, government-owned auto manufacturer - Anhui Jianghuai Automobile Group Corp - has also assisted NIO by providing it with manufacturing services, enabling it to scale with minimal additional capital investment.</p>\n<p>Perhaps the most glaring example of this was how the Chinese state media recently successfully harmed the reputation of TSLA - NIO's top foreign rival - to the point where the Elon Musk-led company had to issue an apology.</p>\n<p>Furthermore, the Chinese government is making a major push to transition the automotive market towards electric vehicles in an effort to battle its huge pollution problem. It is achieving these aims by offering purchase rebates and tax exemptions for the industry, while also placing restrictions on new gasoline and diesel powered vehicle permits.</p>\n<p><b>#4. Global Expansion</b></p>\n<p>NIO is also poised to begin expanding its sales into global markets, beginning with Norway. Not only will the company be selling its cars there, but it will be building out local physical and digital infrastructure to create a high quality user-friendly ecosystem to add value to its brand and bolster its competitive positioning. Once it has built significant scale in Norway, it will then have a greater position of strength from which to infiltrate the rest of the European market. Given the geopolitical tensions with the United States at the moment as well as Tesla's dominance in the U.S. electric vehicle market, Europe seems like a much more logical choice to begin global expansion.</p>\n<p><b>#5. Crunching The Numbers</b></p>\n<p>Electric Vehicle sales are already growing exponentially - especially in China - and we expect that number to explode much higher in the years to come.</p>\n<p><img src=\"https://static.tigerbbs.com/00cdeb70c618caeddbbd16df936194ad\" tg-width=\"960\" tg-height=\"572\"></p>\n<p>In fact, while just barely over 1.2 million electric vehicles were sold worldwide in 2017,Bloomberg New Energy Finance expects that number to soar to 60 million by 2040. Not only that, but battery and battery charging infrastructure demand will soar as well.</p>\n<p>If NIO can seize on its early leadership in China in both the electric vehicle and battery charging infrastructure businesses and also successfully scale its business internationally, there is certainly room for it to achieve a $1 trillion valuation by 2040. For example, its gross margin is expected to be nearly 20% in 2021 and 2022. TSLA's gross, meanwhile, is around 23% and its net margin is roughly half of that, or ~11.5%.</p>\n<p>NIO's BaaS business should also be higher margin given that it could be entirely automated and the actual real estate could be leased instead of owned in order to free up capital for higher return investment elsewhere. With continued scaling in both businesses and overall positive trends in the business with reduced costs across the board through automation and enhanced data analytics, we think gross margins of 25% and net margins of 15% by 2040 are entirely feasible.</p>\n<p>If NIO were to grab just 7.5% of the global EV market (TSLA's is currently 11%) by 2040, it would be selling ~4.5 million cars per year. We think this share is actually very feasible when you consider that the majority of electric vehicle sales are expected to be in China and that NIO has an inside track on that market given the support it is receiving from the government.</p>\n<p>If the average sale were for $40,000 per electric vehicle, its profit would be ~$6,000 per vehicle, translating to $27 billion in annual profit from auto sales alone. At a 30x price-to-earnings multiple, that would put the automotive business at a $810 billion valuation.</p>\n<p>Meanwhile, its BaaS business could likely generate $150 in profits per year per vehicle in its sphere in China. By 2030,it is estimated that there will be 50 million electric vehicles on the road in China and that EVs will account for 40% of total auto sales. A very conservative estimate is that the number of EVs on the road in China will double to 100 million by 2040. If NIO's BaaS business serves 20% of the electric vehicles in China by 2040, that would equate to an additional $3+ billion in annual net income. Once again applying a 30x price-to-earnings multiple, that would equate to roughly another $100 billion in market valuation.</p>\n<p>Meanwhile, the potential for using its data and autonomous vehicle technology as well as vast BaaS infrastructure to launch an autonomous taxi business network is also immense. While it is hard to know exactly what sort of value this would command as it is hard to project how it would be regulated by the Chinese government and how well consumers would adopt it, it is not a stretch that NIO's scale and capabilities by this point in such a potentially massive market as is offered in China would put the valuation for this business at $100 billion.</p>\n<p>Combining all three businesses gets us to a $1 trillion total valuation under a bullish, but not entirely implausible scenario.</p>\n<p><b>Risk Analysis</b></p>\n<p>While the path to $1 trillion certainly looks viable, there are numerous risks to consider along the way.</p>\n<p>First and foremost, NIO faces a lot of competition from both foreign and domestic companies. TSLA has a large presence in China and overseas and sports a premium brand to go along with an extremely driven and innovative CEO and engineering team. While the Chinese government has helped NIO some already with surviving the TSLA threat, it is unknown the depths that it will have to and be willing to go to continue giving NIO a boost to sustain its competitive standing in its domestic market.</p>\n<p>Of course, NIO also faces competitive pressures from fellow Chinese electric vehicle manufacturers including Baidu(NASDAQ:BIDU), which already has a partnership with a government-owned automaker (BAIC Group) to put 1,000 driverless cars on the roads over the next 3 years as a prelude to establishing an autonomous taxi service in China. Facing off against fellow major domestic players who also have government backing poses another threat to NIO because it means that it cannot solely rely on government assistance to survive and thrive.</p>\n<p>On that same note, it also increases the political risk for NIO. Given that it is not the only horse that China is betting on in the mobility space, if their leadership were to run afoul of the Chinese Communist Party and/or they were to simply lag behind in performance, they could quickly be \"dropped\" by the government and the business could fall into a downward spiral. If Alibaba(NYSE:BABA) could face this, NIO certainly could too. If nothing else, the Chinese government could easily seize some or all of NIO's physical or intellectual property for state use, depriving NIO shareholders of much of their equity value.</p>\n<p>Furthermore, expanding overseas could also be complicated by the fact that China is currently dealing with growing geopolitical tensions with other Asia-Pacific nations, Europe, and the United States. As a result, trade barriers may go up, especially in such high-priority technologies as mobility and autonomous technology. The U.S., Europe, Japan, Korea, and even India have well-established automobile industries and if they feel threatened by a Chinese competitor, they may well decide to throw up barriers to entry in their markets.</p>\n<p>Of course, as the China hustle pointed out, many Chinese companies have a troubling track record of fudging accounting numbers. As a result, investors should always view Chinese company - to include NIO's - financial numbers with a healthy dose of skepticism. While it is very possible - if not likely - that NIO's numbers are completely accurate, it is still a risk that needs to be considered.</p>\n<p>Last, but not least, NIO is currently priced quite expensively as it is still running up massive losses and trades at 71 times expected 2021 gross income. Therefore, the range of potential future outcomes is quite wide and investors could very well be dramatically overpaying by purchasing at today's prices. It should be viewed as a highly speculative investment accordingly.</p>\n<p><b>Investor Takeaway</b></p>\n<p>NIO is currently struggling to turn a profit and has had to be bailed out by the Chinese government. At the same time, its valuation is sky-high. While this might steer many investors away and the stock is indeed a very speculative investment, there is also a plausible path for the company to become a $1 trillion mega cap by 2040 and generate attractive long-term returns for investors as a result.</p>\n<p>While not for the faint of heart and certainly not without risks, NIO could continue on its path towards becoming one of the world's pre-eminent mobility companies.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: The Path To A $1 Trillion Valuation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: The Path To A $1 Trillion Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 16:43 GMT+8 <a href=https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is known by many as a large cap Chinese electric vehicle company.\nHowever, it is actually much more than that and possesses several key competitive advantages.\nWe discuss how these ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124372919","content_text":"Summary\n\nNIO is known by many as a large cap Chinese electric vehicle company.\nHowever, it is actually much more than that and possesses several key competitive advantages.\nWe discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.\n\nLintao Zhang/Getty Images News\nSimilar to how we analyzed Palantir(NYSE:PLTR)in our recent piecePalantir: The Path To A $1 Trillion Valuation, NIO Inc.(NYSE:NIO)is unique in that it is already a large cap stock, but has a massive growth runway that could quite conceivably make it a mega-cap stock and eventually even approach a valuation of $1 Trillion. Here are five reasons why it could successfully achieve that valuation:\n#1. \"Gas Station\" Of The Future\nNIO is a major designer and manufacturer of high-tech electric vehicles in China and as a result competes with the likes of Tesla(NASDAQ:TSLA)in innovative technologies like connectivity, batteries, autonomous mobility, and artificial intelligence.\nNIO's status as an emerging leader in these innovative technologies is perhaps the biggest reason to believe that they could become a multi-bagger from today's already lofty valuation and become a true mega cap.\nFor example, its Battery-as-a-Service (BaaS) potential is immense. The company has already begun building out the infrastructure for this business through its recent partnership with Sinopec(NYSE:SHI)through which they aspire to create a 5,000 battery swap station network by 2024. This will give NIO a decisive network advantage in this space just as it begins to really take off in the world's largest electric vehicle market, enabling it to form partnerships with other automakers in the country and drive strong revenue growth from this business alone. Essentially, this would make NIO the number one \"gas station\" company in China as the country and world enter the age of electrification.\nGiven that they possess hundreds of patents in battery swap technology, NIO seems to already have the intellectual property moat necessary to transform this potential into reality. It appears to be merely a matter of time for them to implement and scale now.\n#2. Autonomous Mobility & AI Technology\nNIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\"\nGiven that the mobility industry is becoming increasingly software-driven, its intellectual property portfolio here is important as well. Even more important, though, is its competitive positioning to emerge as a long-term leader in the electric vehicle space in China, not only because of the vehicle sales potential it offers, but much more importantly because it is the largest source of consumer data in the world. As a result, NIO will have access to a vast amount of data with which it can improve its A.I. and build one of the best mobility software platforms in the world.\n#3. Government Support\nAnother big reason to believe in NIO's long-term potential stems from the simple fact that it is a leading local company in China in high-priority technology fields. As a result, it will likely enjoy significant support from the Chinese government so that it can serve as a vehicle whereby China can advance its goals towards becoming the pre-eminent global technological superpower.\nThis principle has already played out several times to NIO's benefit.\nFor example, the government recently gave NIO a RMB7 billion (US$1b) bailout to give it the cash it needed to sustain and scale operations.\nAdditionally, government-owned auto manufacturer - Anhui Jianghuai Automobile Group Corp - has also assisted NIO by providing it with manufacturing services, enabling it to scale with minimal additional capital investment.\nPerhaps the most glaring example of this was how the Chinese state media recently successfully harmed the reputation of TSLA - NIO's top foreign rival - to the point where the Elon Musk-led company had to issue an apology.\nFurthermore, the Chinese government is making a major push to transition the automotive market towards electric vehicles in an effort to battle its huge pollution problem. It is achieving these aims by offering purchase rebates and tax exemptions for the industry, while also placing restrictions on new gasoline and diesel powered vehicle permits.\n#4. Global Expansion\nNIO is also poised to begin expanding its sales into global markets, beginning with Norway. Not only will the company be selling its cars there, but it will be building out local physical and digital infrastructure to create a high quality user-friendly ecosystem to add value to its brand and bolster its competitive positioning. Once it has built significant scale in Norway, it will then have a greater position of strength from which to infiltrate the rest of the European market. Given the geopolitical tensions with the United States at the moment as well as Tesla's dominance in the U.S. electric vehicle market, Europe seems like a much more logical choice to begin global expansion.\n#5. Crunching The Numbers\nElectric Vehicle sales are already growing exponentially - especially in China - and we expect that number to explode much higher in the years to come.\n\nIn fact, while just barely over 1.2 million electric vehicles were sold worldwide in 2017,Bloomberg New Energy Finance expects that number to soar to 60 million by 2040. Not only that, but battery and battery charging infrastructure demand will soar as well.\nIf NIO can seize on its early leadership in China in both the electric vehicle and battery charging infrastructure businesses and also successfully scale its business internationally, there is certainly room for it to achieve a $1 trillion valuation by 2040. For example, its gross margin is expected to be nearly 20% in 2021 and 2022. TSLA's gross, meanwhile, is around 23% and its net margin is roughly half of that, or ~11.5%.\nNIO's BaaS business should also be higher margin given that it could be entirely automated and the actual real estate could be leased instead of owned in order to free up capital for higher return investment elsewhere. With continued scaling in both businesses and overall positive trends in the business with reduced costs across the board through automation and enhanced data analytics, we think gross margins of 25% and net margins of 15% by 2040 are entirely feasible.\nIf NIO were to grab just 7.5% of the global EV market (TSLA's is currently 11%) by 2040, it would be selling ~4.5 million cars per year. We think this share is actually very feasible when you consider that the majority of electric vehicle sales are expected to be in China and that NIO has an inside track on that market given the support it is receiving from the government.\nIf the average sale were for $40,000 per electric vehicle, its profit would be ~$6,000 per vehicle, translating to $27 billion in annual profit from auto sales alone. At a 30x price-to-earnings multiple, that would put the automotive business at a $810 billion valuation.\nMeanwhile, its BaaS business could likely generate $150 in profits per year per vehicle in its sphere in China. By 2030,it is estimated that there will be 50 million electric vehicles on the road in China and that EVs will account for 40% of total auto sales. A very conservative estimate is that the number of EVs on the road in China will double to 100 million by 2040. If NIO's BaaS business serves 20% of the electric vehicles in China by 2040, that would equate to an additional $3+ billion in annual net income. Once again applying a 30x price-to-earnings multiple, that would equate to roughly another $100 billion in market valuation.\nMeanwhile, the potential for using its data and autonomous vehicle technology as well as vast BaaS infrastructure to launch an autonomous taxi business network is also immense. While it is hard to know exactly what sort of value this would command as it is hard to project how it would be regulated by the Chinese government and how well consumers would adopt it, it is not a stretch that NIO's scale and capabilities by this point in such a potentially massive market as is offered in China would put the valuation for this business at $100 billion.\nCombining all three businesses gets us to a $1 trillion total valuation under a bullish, but not entirely implausible scenario.\nRisk Analysis\nWhile the path to $1 trillion certainly looks viable, there are numerous risks to consider along the way.\nFirst and foremost, NIO faces a lot of competition from both foreign and domestic companies. TSLA has a large presence in China and overseas and sports a premium brand to go along with an extremely driven and innovative CEO and engineering team. While the Chinese government has helped NIO some already with surviving the TSLA threat, it is unknown the depths that it will have to and be willing to go to continue giving NIO a boost to sustain its competitive standing in its domestic market.\nOf course, NIO also faces competitive pressures from fellow Chinese electric vehicle manufacturers including Baidu(NASDAQ:BIDU), which already has a partnership with a government-owned automaker (BAIC Group) to put 1,000 driverless cars on the roads over the next 3 years as a prelude to establishing an autonomous taxi service in China. Facing off against fellow major domestic players who also have government backing poses another threat to NIO because it means that it cannot solely rely on government assistance to survive and thrive.\nOn that same note, it also increases the political risk for NIO. Given that it is not the only horse that China is betting on in the mobility space, if their leadership were to run afoul of the Chinese Communist Party and/or they were to simply lag behind in performance, they could quickly be \"dropped\" by the government and the business could fall into a downward spiral. If Alibaba(NYSE:BABA) could face this, NIO certainly could too. If nothing else, the Chinese government could easily seize some or all of NIO's physical or intellectual property for state use, depriving NIO shareholders of much of their equity value.\nFurthermore, expanding overseas could also be complicated by the fact that China is currently dealing with growing geopolitical tensions with other Asia-Pacific nations, Europe, and the United States. As a result, trade barriers may go up, especially in such high-priority technologies as mobility and autonomous technology. The U.S., Europe, Japan, Korea, and even India have well-established automobile industries and if they feel threatened by a Chinese competitor, they may well decide to throw up barriers to entry in their markets.\nOf course, as the China hustle pointed out, many Chinese companies have a troubling track record of fudging accounting numbers. As a result, investors should always view Chinese company - to include NIO's - financial numbers with a healthy dose of skepticism. While it is very possible - if not likely - that NIO's numbers are completely accurate, it is still a risk that needs to be considered.\nLast, but not least, NIO is currently priced quite expensively as it is still running up massive losses and trades at 71 times expected 2021 gross income. Therefore, the range of potential future outcomes is quite wide and investors could very well be dramatically overpaying by purchasing at today's prices. It should be viewed as a highly speculative investment accordingly.\nInvestor Takeaway\nNIO is currently struggling to turn a profit and has had to be bailed out by the Chinese government. At the same time, its valuation is sky-high. While this might steer many investors away and the stock is indeed a very speculative investment, there is also a plausible path for the company to become a $1 trillion mega cap by 2040 and generate attractive long-term returns for investors as a result.\nWhile not for the faint of heart and certainly not without risks, NIO could continue on its path towards becoming one of the world's pre-eminent mobility companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127466890,"gmtCreate":1624864403610,"gmtModify":1703846498634,"author":{"id":"3586310832970658","authorId":"3586310832970658","name":"YuanYuan888","avatar":"https://static.tigerbbs.com/25da6e75318c464e3fdb52ea1064e2cc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586310832970658","authorIdStr":"3586310832970658"},"themes":[],"htmlText":"Timing ","listText":"Timing ","text":"Timing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127466890","repostId":"2146200677","repostType":4,"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125489178,"gmtCreate":1624685865694,"gmtModify":1703843652456,"author":{"id":"3586310832970658","authorId":"3586310832970658","name":"YuanYuan888","avatar":"https://static.tigerbbs.com/25da6e75318c464e3fdb52ea1064e2cc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586310832970658","authorIdStr":"3586310832970658"},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125489178","repostId":"1100072036","repostType":4,"repost":{"id":"1100072036","pubTimestamp":1624669285,"share":"https://ttm.financial/m/news/1100072036?lang=&edition=fundamental","pubTime":"2021-06-26 09:01","market":"us","language":"en","title":"Tesla Stock Has Been on Fire This Week. Here Are 4 Reasons.","url":"https://stock-news.laohu8.com/highlight/detail?id=1100072036","media":"Barrons","summary":"Stock in electric-vehicle pioneer Tesla is on fire for seemingly no reason.There haven’t been any big,splashy upgrades that can explain the recent run. Shares have jumped almost 8% for the week and are on pace for their best week since April.Investors, rightly so, are wondering what’s going on. We found four reasons, outlined below.Many electric-vehicle stocks have been on a winning streak lately, beyond just Tesla. Coming into the week, shares of Chinese EV maker NIO were up 17% for the month.X","content":"<p>Stock in electric-vehicle pioneer Tesla is on fire for seemingly no reason.</p>\n<p>There haven’t been any big,splashy upgrades that can explain the recent run. Shares have jumped almost 8% for the week and are on pace for their best week since April.</p>\n<p>Investors, rightly so, are wondering what’s going on. We found four reasons, outlined below.</p>\n<p><b>Taking Cues From China</b></p>\n<p>Many electric-vehicle stocks have been on a winning streak lately, beyond just Tesla. Coming into the week, shares of Chinese EV maker NIO(NIO) were up 17% for the month.XPeng(XPEV) and Li Auto(LI) had gained 31% and 36%, respectively.</p>\n<p>Tesla, on the other hand, was down for the month of June coming into this week. But China is the world’s largest market for EVs, so when things are going well there, it bodes well for Tesla. It looks like some of the Chinese EV maker stocks’ shine has finally rubbed off on Tesla.</p>\n<p><b>Delivery Optimism</b></p>\n<p>The second reason is about second-quarter deliveries, after perceived weakness in Chinese delivery numbers. More recently, however, several reports have been popping up about Tesla working hard to deliver vehicles into the end of this month.</p>\n<p>“After a disaster start to the quarter for Tesla in China, the Street is reading the tea leaves as bullish for the month of June with momentum into [the second half],” Wedbush analyst Dan Ivestells Barron’s. He believes 900,000 deliveries is still possible for 2021. Wall Street is modeling about 825,000. Tesla delivered about 500,000 cars in 2020.</p>\n<p><b>Green Tidal Wave</b></p>\n<p>Ives has also written about a “green tidal wave” coming from the White House. President Joe Biden wants part of any infrastructure bill to include purchase incentives for EVs as well as charging infrastructure. A bill isn’t ready, but progress was made in Washington this week.</p>\n<p><b>Musk Tweeting, Again</b></p>\n<p>No search for the reason behind moves in Tesla stock would be complete without looking at CEO Elon Musk ‘s Twitter (TWTR) feed. He tweeted Friday that the updated full self-driving, or FSD, software and subscription pricing could roll out in as soon as a week.</p>\n<p>Tesla plans to offer its highest level of driver assistance, called full self-driving or FSD, on a subscription basis. It’s a new era for car companies, which don’t typically get to realize recurring revenue like software providers. Bulls have been waiting quite some time for the FSD subscription to arrive.</p>\n<p><b>What’s Next</b></p>\n<p>Next up for Tesla investors, after any FSD release, will be second-quarter delivery numbers and then earnings. Those data points come in July.</p>\n<p>Year to date, Tesla stock is still down about 4.8%, trailing behind comparable gains of the S&P 500 and Dow Jones Industrial Average.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Has Been on Fire This Week. Here Are 4 Reasons.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Has Been on Fire This Week. Here Are 4 Reasons.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 09:01 GMT+8 <a href=https://www.barrons.com/articles/tesla-stock-gains-ev-elon-musk-51624638974?mod=hp_DAY_0><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in electric-vehicle pioneer Tesla is on fire for seemingly no reason.\nThere haven’t been any big,splashy upgrades that can explain the recent run. Shares have jumped almost 8% for the week and ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-gains-ev-elon-musk-51624638974?mod=hp_DAY_0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-gains-ev-elon-musk-51624638974?mod=hp_DAY_0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100072036","content_text":"Stock in electric-vehicle pioneer Tesla is on fire for seemingly no reason.\nThere haven’t been any big,splashy upgrades that can explain the recent run. Shares have jumped almost 8% for the week and are on pace for their best week since April.\nInvestors, rightly so, are wondering what’s going on. We found four reasons, outlined below.\nTaking Cues From China\nMany electric-vehicle stocks have been on a winning streak lately, beyond just Tesla. Coming into the week, shares of Chinese EV maker NIO(NIO) were up 17% for the month.XPeng(XPEV) and Li Auto(LI) had gained 31% and 36%, respectively.\nTesla, on the other hand, was down for the month of June coming into this week. But China is the world’s largest market for EVs, so when things are going well there, it bodes well for Tesla. It looks like some of the Chinese EV maker stocks’ shine has finally rubbed off on Tesla.\nDelivery Optimism\nThe second reason is about second-quarter deliveries, after perceived weakness in Chinese delivery numbers. More recently, however, several reports have been popping up about Tesla working hard to deliver vehicles into the end of this month.\n“After a disaster start to the quarter for Tesla in China, the Street is reading the tea leaves as bullish for the month of June with momentum into [the second half],” Wedbush analyst Dan Ivestells Barron’s. He believes 900,000 deliveries is still possible for 2021. Wall Street is modeling about 825,000. Tesla delivered about 500,000 cars in 2020.\nGreen Tidal Wave\nIves has also written about a “green tidal wave” coming from the White House. President Joe Biden wants part of any infrastructure bill to include purchase incentives for EVs as well as charging infrastructure. A bill isn’t ready, but progress was made in Washington this week.\nMusk Tweeting, Again\nNo search for the reason behind moves in Tesla stock would be complete without looking at CEO Elon Musk ‘s Twitter (TWTR) feed. He tweeted Friday that the updated full self-driving, or FSD, software and subscription pricing could roll out in as soon as a week.\nTesla plans to offer its highest level of driver assistance, called full self-driving or FSD, on a subscription basis. It’s a new era for car companies, which don’t typically get to realize recurring revenue like software providers. Bulls have been waiting quite some time for the FSD subscription to arrive.\nWhat’s Next\nNext up for Tesla investors, after any FSD release, will be second-quarter delivery numbers and then earnings. Those data points come in July.\nYear to date, Tesla stock is still down about 4.8%, trailing behind comparable gains of the S&P 500 and Dow Jones Industrial Average.","news_type":1},"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":833292101,"gmtCreate":1629243968803,"gmtModify":1676529974992,"author":{"id":"3586310832970658","authorId":"3586310832970658","name":"YuanYuan888","avatar":"https://static.tigerbbs.com/25da6e75318c464e3fdb52ea1064e2cc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586310832970658","authorIdStr":"3586310832970658"},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833292101","repostId":"2160880977","repostType":4,"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125489178,"gmtCreate":1624685865694,"gmtModify":1703843652456,"author":{"id":"3586310832970658","authorId":"3586310832970658","name":"YuanYuan888","avatar":"https://static.tigerbbs.com/25da6e75318c464e3fdb52ea1064e2cc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586310832970658","authorIdStr":"3586310832970658"},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125489178","repostId":"1100072036","repostType":4,"repost":{"id":"1100072036","pubTimestamp":1624669285,"share":"https://ttm.financial/m/news/1100072036?lang=&edition=fundamental","pubTime":"2021-06-26 09:01","market":"us","language":"en","title":"Tesla Stock Has Been on Fire This Week. Here Are 4 Reasons.","url":"https://stock-news.laohu8.com/highlight/detail?id=1100072036","media":"Barrons","summary":"Stock in electric-vehicle pioneer Tesla is on fire for seemingly no reason.There haven’t been any big,splashy upgrades that can explain the recent run. Shares have jumped almost 8% for the week and are on pace for their best week since April.Investors, rightly so, are wondering what’s going on. We found four reasons, outlined below.Many electric-vehicle stocks have been on a winning streak lately, beyond just Tesla. Coming into the week, shares of Chinese EV maker NIO were up 17% for the month.X","content":"<p>Stock in electric-vehicle pioneer Tesla is on fire for seemingly no reason.</p>\n<p>There haven’t been any big,splashy upgrades that can explain the recent run. Shares have jumped almost 8% for the week and are on pace for their best week since April.</p>\n<p>Investors, rightly so, are wondering what’s going on. We found four reasons, outlined below.</p>\n<p><b>Taking Cues From China</b></p>\n<p>Many electric-vehicle stocks have been on a winning streak lately, beyond just Tesla. Coming into the week, shares of Chinese EV maker NIO(NIO) were up 17% for the month.XPeng(XPEV) and Li Auto(LI) had gained 31% and 36%, respectively.</p>\n<p>Tesla, on the other hand, was down for the month of June coming into this week. But China is the world’s largest market for EVs, so when things are going well there, it bodes well for Tesla. It looks like some of the Chinese EV maker stocks’ shine has finally rubbed off on Tesla.</p>\n<p><b>Delivery Optimism</b></p>\n<p>The second reason is about second-quarter deliveries, after perceived weakness in Chinese delivery numbers. More recently, however, several reports have been popping up about Tesla working hard to deliver vehicles into the end of this month.</p>\n<p>“After a disaster start to the quarter for Tesla in China, the Street is reading the tea leaves as bullish for the month of June with momentum into [the second half],” Wedbush analyst Dan Ivestells Barron’s. He believes 900,000 deliveries is still possible for 2021. Wall Street is modeling about 825,000. Tesla delivered about 500,000 cars in 2020.</p>\n<p><b>Green Tidal Wave</b></p>\n<p>Ives has also written about a “green tidal wave” coming from the White House. President Joe Biden wants part of any infrastructure bill to include purchase incentives for EVs as well as charging infrastructure. A bill isn’t ready, but progress was made in Washington this week.</p>\n<p><b>Musk Tweeting, Again</b></p>\n<p>No search for the reason behind moves in Tesla stock would be complete without looking at CEO Elon Musk ‘s Twitter (TWTR) feed. He tweeted Friday that the updated full self-driving, or FSD, software and subscription pricing could roll out in as soon as a week.</p>\n<p>Tesla plans to offer its highest level of driver assistance, called full self-driving or FSD, on a subscription basis. It’s a new era for car companies, which don’t typically get to realize recurring revenue like software providers. Bulls have been waiting quite some time for the FSD subscription to arrive.</p>\n<p><b>What’s Next</b></p>\n<p>Next up for Tesla investors, after any FSD release, will be second-quarter delivery numbers and then earnings. Those data points come in July.</p>\n<p>Year to date, Tesla stock is still down about 4.8%, trailing behind comparable gains of the S&P 500 and Dow Jones Industrial Average.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Has Been on Fire This Week. Here Are 4 Reasons.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Has Been on Fire This Week. Here Are 4 Reasons.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 09:01 GMT+8 <a href=https://www.barrons.com/articles/tesla-stock-gains-ev-elon-musk-51624638974?mod=hp_DAY_0><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in electric-vehicle pioneer Tesla is on fire for seemingly no reason.\nThere haven’t been any big,splashy upgrades that can explain the recent run. Shares have jumped almost 8% for the week and ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-gains-ev-elon-musk-51624638974?mod=hp_DAY_0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-gains-ev-elon-musk-51624638974?mod=hp_DAY_0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100072036","content_text":"Stock in electric-vehicle pioneer Tesla is on fire for seemingly no reason.\nThere haven’t been any big,splashy upgrades that can explain the recent run. Shares have jumped almost 8% for the week and are on pace for their best week since April.\nInvestors, rightly so, are wondering what’s going on. We found four reasons, outlined below.\nTaking Cues From China\nMany electric-vehicle stocks have been on a winning streak lately, beyond just Tesla. Coming into the week, shares of Chinese EV maker NIO(NIO) were up 17% for the month.XPeng(XPEV) and Li Auto(LI) had gained 31% and 36%, respectively.\nTesla, on the other hand, was down for the month of June coming into this week. But China is the world’s largest market for EVs, so when things are going well there, it bodes well for Tesla. It looks like some of the Chinese EV maker stocks’ shine has finally rubbed off on Tesla.\nDelivery Optimism\nThe second reason is about second-quarter deliveries, after perceived weakness in Chinese delivery numbers. More recently, however, several reports have been popping up about Tesla working hard to deliver vehicles into the end of this month.\n“After a disaster start to the quarter for Tesla in China, the Street is reading the tea leaves as bullish for the month of June with momentum into [the second half],” Wedbush analyst Dan Ivestells Barron’s. He believes 900,000 deliveries is still possible for 2021. Wall Street is modeling about 825,000. Tesla delivered about 500,000 cars in 2020.\nGreen Tidal Wave\nIves has also written about a “green tidal wave” coming from the White House. President Joe Biden wants part of any infrastructure bill to include purchase incentives for EVs as well as charging infrastructure. A bill isn’t ready, but progress was made in Washington this week.\nMusk Tweeting, Again\nNo search for the reason behind moves in Tesla stock would be complete without looking at CEO Elon Musk ‘s Twitter (TWTR) feed. He tweeted Friday that the updated full self-driving, or FSD, software and subscription pricing could roll out in as soon as a week.\nTesla plans to offer its highest level of driver assistance, called full self-driving or FSD, on a subscription basis. It’s a new era for car companies, which don’t typically get to realize recurring revenue like software providers. Bulls have been waiting quite some time for the FSD subscription to arrive.\nWhat’s Next\nNext up for Tesla investors, after any FSD release, will be second-quarter delivery numbers and then earnings. Those data points come in July.\nYear to date, Tesla stock is still down about 4.8%, trailing behind comparable gains of the S&P 500 and Dow Jones Industrial Average.","news_type":1},"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153174782,"gmtCreate":1625015645946,"gmtModify":1703850117753,"author":{"id":"3586310832970658","authorId":"3586310832970658","name":"YuanYuan888","avatar":"https://static.tigerbbs.com/25da6e75318c464e3fdb52ea1064e2cc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586310832970658","authorIdStr":"3586310832970658"},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/153174782","repostId":"2147689312","repostType":4,"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159669313,"gmtCreate":1624963476732,"gmtModify":1703848917020,"author":{"id":"3586310832970658","authorId":"3586310832970658","name":"YuanYuan888","avatar":"https://static.tigerbbs.com/25da6e75318c464e3fdb52ea1064e2cc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586310832970658","authorIdStr":"3586310832970658"},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159669313","repostId":"1124372919","repostType":2,"repost":{"id":"1124372919","pubTimestamp":1624869783,"share":"https://ttm.financial/m/news/1124372919?lang=&edition=fundamental","pubTime":"2021-06-28 16:43","market":"us","language":"en","title":"NIO: The Path To A $1 Trillion Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1124372919","media":"seekingalpha","summary":"NIO is known by many as a large cap Chinese electric vehicle company.However, it is actually much more than that and possesses several key competitive advantages.We discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.NIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\". Given that the mobility industry is becoming increasingly software-driven,","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is known by many as a large cap Chinese electric vehicle company.</li>\n <li>However, it is actually much more than that and possesses several key competitive advantages.</li>\n <li>We discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17cdcfe41a4b886c29dad01d4512e84e\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Lintao Zhang/Getty Images News</span></p>\n<p>Similar to how we analyzed Palantir(NYSE:PLTR)in our recent piece<i>Palantir: The Path To A $1 Trillion Valuation</i>, NIO Inc.(NYSE:NIO)is unique in that it is already a large cap stock, but has a massive growth runway that could quite conceivably make it a mega-cap stock and eventually even approach a valuation of $1 Trillion. Here are five reasons why it could successfully achieve that valuation:</p>\n<p><b>#1. \"Gas Station\" Of The Future</b></p>\n<p>NIO is a major designer and manufacturer of high-tech electric vehicles in China and as a result competes with the likes of Tesla(NASDAQ:TSLA)in innovative technologies like connectivity, batteries, autonomous mobility, and artificial intelligence.</p>\n<p>NIO's status as an emerging leader in these innovative technologies is perhaps the biggest reason to believe that they could become a multi-bagger from today's already lofty valuation and become a true mega cap.</p>\n<p>For example, its Battery-as-a-Service (BaaS) potential is immense. The company has already begun building out the infrastructure for this business through its recent partnership with Sinopec(NYSE:SHI)through which they aspire to create a 5,000 battery swap station network by 2024. This will give NIO a decisive network advantage in this space just as it begins to really take off in the world's largest electric vehicle market, enabling it to form partnerships with other automakers in the country and drive strong revenue growth from this business alone. Essentially, this would make NIO the number one \"gas station\" company in China as the country and world enter the age of electrification.</p>\n<p>Given that they possess hundreds of patents in battery swap technology, NIO seems to already have the intellectual property moat necessary to transform this potential into reality. It appears to be merely a matter of time for them to implement and scale now.</p>\n<p><b>#2. Autonomous Mobility & AI Technology</b></p>\n<p>NIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\"</p>\n<p>Given that the mobility industry is becoming increasingly software-driven, its intellectual property portfolio here is important as well. Even more important, though, is its competitive positioning to emerge as a long-term leader in the electric vehicle space in China, not only because of the vehicle sales potential it offers, but much more importantly because it is the largest source of consumer data in the world. As a result, NIO will have access to a vast amount of data with which it can improve its A.I. and build one of the best mobility software platforms in the world.</p>\n<p><b>#3. Government Support</b></p>\n<p>Another big reason to believe in NIO's long-term potential stems from the simple fact that it is a leading local company in China in high-priority technology fields. As a result, it will likely enjoy significant support from the Chinese government so that it can serve as a vehicle whereby China can advance its goals towards becoming the pre-eminent global technological superpower.</p>\n<p>This principle has already played out several times to NIO's benefit.</p>\n<p>For example, the government recently gave NIO a RMB7 billion (US$1b) bailout to give it the cash it needed to sustain and scale operations.</p>\n<p>Additionally, government-owned auto manufacturer - Anhui Jianghuai Automobile Group Corp - has also assisted NIO by providing it with manufacturing services, enabling it to scale with minimal additional capital investment.</p>\n<p>Perhaps the most glaring example of this was how the Chinese state media recently successfully harmed the reputation of TSLA - NIO's top foreign rival - to the point where the Elon Musk-led company had to issue an apology.</p>\n<p>Furthermore, the Chinese government is making a major push to transition the automotive market towards electric vehicles in an effort to battle its huge pollution problem. It is achieving these aims by offering purchase rebates and tax exemptions for the industry, while also placing restrictions on new gasoline and diesel powered vehicle permits.</p>\n<p><b>#4. Global Expansion</b></p>\n<p>NIO is also poised to begin expanding its sales into global markets, beginning with Norway. Not only will the company be selling its cars there, but it will be building out local physical and digital infrastructure to create a high quality user-friendly ecosystem to add value to its brand and bolster its competitive positioning. Once it has built significant scale in Norway, it will then have a greater position of strength from which to infiltrate the rest of the European market. Given the geopolitical tensions with the United States at the moment as well as Tesla's dominance in the U.S. electric vehicle market, Europe seems like a much more logical choice to begin global expansion.</p>\n<p><b>#5. Crunching The Numbers</b></p>\n<p>Electric Vehicle sales are already growing exponentially - especially in China - and we expect that number to explode much higher in the years to come.</p>\n<p><img src=\"https://static.tigerbbs.com/00cdeb70c618caeddbbd16df936194ad\" tg-width=\"960\" tg-height=\"572\"></p>\n<p>In fact, while just barely over 1.2 million electric vehicles were sold worldwide in 2017,Bloomberg New Energy Finance expects that number to soar to 60 million by 2040. Not only that, but battery and battery charging infrastructure demand will soar as well.</p>\n<p>If NIO can seize on its early leadership in China in both the electric vehicle and battery charging infrastructure businesses and also successfully scale its business internationally, there is certainly room for it to achieve a $1 trillion valuation by 2040. For example, its gross margin is expected to be nearly 20% in 2021 and 2022. TSLA's gross, meanwhile, is around 23% and its net margin is roughly half of that, or ~11.5%.</p>\n<p>NIO's BaaS business should also be higher margin given that it could be entirely automated and the actual real estate could be leased instead of owned in order to free up capital for higher return investment elsewhere. With continued scaling in both businesses and overall positive trends in the business with reduced costs across the board through automation and enhanced data analytics, we think gross margins of 25% and net margins of 15% by 2040 are entirely feasible.</p>\n<p>If NIO were to grab just 7.5% of the global EV market (TSLA's is currently 11%) by 2040, it would be selling ~4.5 million cars per year. We think this share is actually very feasible when you consider that the majority of electric vehicle sales are expected to be in China and that NIO has an inside track on that market given the support it is receiving from the government.</p>\n<p>If the average sale were for $40,000 per electric vehicle, its profit would be ~$6,000 per vehicle, translating to $27 billion in annual profit from auto sales alone. At a 30x price-to-earnings multiple, that would put the automotive business at a $810 billion valuation.</p>\n<p>Meanwhile, its BaaS business could likely generate $150 in profits per year per vehicle in its sphere in China. By 2030,it is estimated that there will be 50 million electric vehicles on the road in China and that EVs will account for 40% of total auto sales. A very conservative estimate is that the number of EVs on the road in China will double to 100 million by 2040. If NIO's BaaS business serves 20% of the electric vehicles in China by 2040, that would equate to an additional $3+ billion in annual net income. Once again applying a 30x price-to-earnings multiple, that would equate to roughly another $100 billion in market valuation.</p>\n<p>Meanwhile, the potential for using its data and autonomous vehicle technology as well as vast BaaS infrastructure to launch an autonomous taxi business network is also immense. While it is hard to know exactly what sort of value this would command as it is hard to project how it would be regulated by the Chinese government and how well consumers would adopt it, it is not a stretch that NIO's scale and capabilities by this point in such a potentially massive market as is offered in China would put the valuation for this business at $100 billion.</p>\n<p>Combining all three businesses gets us to a $1 trillion total valuation under a bullish, but not entirely implausible scenario.</p>\n<p><b>Risk Analysis</b></p>\n<p>While the path to $1 trillion certainly looks viable, there are numerous risks to consider along the way.</p>\n<p>First and foremost, NIO faces a lot of competition from both foreign and domestic companies. TSLA has a large presence in China and overseas and sports a premium brand to go along with an extremely driven and innovative CEO and engineering team. While the Chinese government has helped NIO some already with surviving the TSLA threat, it is unknown the depths that it will have to and be willing to go to continue giving NIO a boost to sustain its competitive standing in its domestic market.</p>\n<p>Of course, NIO also faces competitive pressures from fellow Chinese electric vehicle manufacturers including Baidu(NASDAQ:BIDU), which already has a partnership with a government-owned automaker (BAIC Group) to put 1,000 driverless cars on the roads over the next 3 years as a prelude to establishing an autonomous taxi service in China. Facing off against fellow major domestic players who also have government backing poses another threat to NIO because it means that it cannot solely rely on government assistance to survive and thrive.</p>\n<p>On that same note, it also increases the political risk for NIO. Given that it is not the only horse that China is betting on in the mobility space, if their leadership were to run afoul of the Chinese Communist Party and/or they were to simply lag behind in performance, they could quickly be \"dropped\" by the government and the business could fall into a downward spiral. If Alibaba(NYSE:BABA) could face this, NIO certainly could too. If nothing else, the Chinese government could easily seize some or all of NIO's physical or intellectual property for state use, depriving NIO shareholders of much of their equity value.</p>\n<p>Furthermore, expanding overseas could also be complicated by the fact that China is currently dealing with growing geopolitical tensions with other Asia-Pacific nations, Europe, and the United States. As a result, trade barriers may go up, especially in such high-priority technologies as mobility and autonomous technology. The U.S., Europe, Japan, Korea, and even India have well-established automobile industries and if they feel threatened by a Chinese competitor, they may well decide to throw up barriers to entry in their markets.</p>\n<p>Of course, as the China hustle pointed out, many Chinese companies have a troubling track record of fudging accounting numbers. As a result, investors should always view Chinese company - to include NIO's - financial numbers with a healthy dose of skepticism. While it is very possible - if not likely - that NIO's numbers are completely accurate, it is still a risk that needs to be considered.</p>\n<p>Last, but not least, NIO is currently priced quite expensively as it is still running up massive losses and trades at 71 times expected 2021 gross income. Therefore, the range of potential future outcomes is quite wide and investors could very well be dramatically overpaying by purchasing at today's prices. It should be viewed as a highly speculative investment accordingly.</p>\n<p><b>Investor Takeaway</b></p>\n<p>NIO is currently struggling to turn a profit and has had to be bailed out by the Chinese government. At the same time, its valuation is sky-high. While this might steer many investors away and the stock is indeed a very speculative investment, there is also a plausible path for the company to become a $1 trillion mega cap by 2040 and generate attractive long-term returns for investors as a result.</p>\n<p>While not for the faint of heart and certainly not without risks, NIO could continue on its path towards becoming one of the world's pre-eminent mobility companies.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: The Path To A $1 Trillion Valuation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: The Path To A $1 Trillion Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 16:43 GMT+8 <a href=https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is known by many as a large cap Chinese electric vehicle company.\nHowever, it is actually much more than that and possesses several key competitive advantages.\nWe discuss how these ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124372919","content_text":"Summary\n\nNIO is known by many as a large cap Chinese electric vehicle company.\nHowever, it is actually much more than that and possesses several key competitive advantages.\nWe discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.\n\nLintao Zhang/Getty Images News\nSimilar to how we analyzed Palantir(NYSE:PLTR)in our recent piecePalantir: The Path To A $1 Trillion Valuation, NIO Inc.(NYSE:NIO)is unique in that it is already a large cap stock, but has a massive growth runway that could quite conceivably make it a mega-cap stock and eventually even approach a valuation of $1 Trillion. Here are five reasons why it could successfully achieve that valuation:\n#1. \"Gas Station\" Of The Future\nNIO is a major designer and manufacturer of high-tech electric vehicles in China and as a result competes with the likes of Tesla(NASDAQ:TSLA)in innovative technologies like connectivity, batteries, autonomous mobility, and artificial intelligence.\nNIO's status as an emerging leader in these innovative technologies is perhaps the biggest reason to believe that they could become a multi-bagger from today's already lofty valuation and become a true mega cap.\nFor example, its Battery-as-a-Service (BaaS) potential is immense. The company has already begun building out the infrastructure for this business through its recent partnership with Sinopec(NYSE:SHI)through which they aspire to create a 5,000 battery swap station network by 2024. This will give NIO a decisive network advantage in this space just as it begins to really take off in the world's largest electric vehicle market, enabling it to form partnerships with other automakers in the country and drive strong revenue growth from this business alone. Essentially, this would make NIO the number one \"gas station\" company in China as the country and world enter the age of electrification.\nGiven that they possess hundreds of patents in battery swap technology, NIO seems to already have the intellectual property moat necessary to transform this potential into reality. It appears to be merely a matter of time for them to implement and scale now.\n#2. Autonomous Mobility & AI Technology\nNIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\"\nGiven that the mobility industry is becoming increasingly software-driven, its intellectual property portfolio here is important as well. Even more important, though, is its competitive positioning to emerge as a long-term leader in the electric vehicle space in China, not only because of the vehicle sales potential it offers, but much more importantly because it is the largest source of consumer data in the world. As a result, NIO will have access to a vast amount of data with which it can improve its A.I. and build one of the best mobility software platforms in the world.\n#3. Government Support\nAnother big reason to believe in NIO's long-term potential stems from the simple fact that it is a leading local company in China in high-priority technology fields. As a result, it will likely enjoy significant support from the Chinese government so that it can serve as a vehicle whereby China can advance its goals towards becoming the pre-eminent global technological superpower.\nThis principle has already played out several times to NIO's benefit.\nFor example, the government recently gave NIO a RMB7 billion (US$1b) bailout to give it the cash it needed to sustain and scale operations.\nAdditionally, government-owned auto manufacturer - Anhui Jianghuai Automobile Group Corp - has also assisted NIO by providing it with manufacturing services, enabling it to scale with minimal additional capital investment.\nPerhaps the most glaring example of this was how the Chinese state media recently successfully harmed the reputation of TSLA - NIO's top foreign rival - to the point where the Elon Musk-led company had to issue an apology.\nFurthermore, the Chinese government is making a major push to transition the automotive market towards electric vehicles in an effort to battle its huge pollution problem. It is achieving these aims by offering purchase rebates and tax exemptions for the industry, while also placing restrictions on new gasoline and diesel powered vehicle permits.\n#4. Global Expansion\nNIO is also poised to begin expanding its sales into global markets, beginning with Norway. Not only will the company be selling its cars there, but it will be building out local physical and digital infrastructure to create a high quality user-friendly ecosystem to add value to its brand and bolster its competitive positioning. Once it has built significant scale in Norway, it will then have a greater position of strength from which to infiltrate the rest of the European market. Given the geopolitical tensions with the United States at the moment as well as Tesla's dominance in the U.S. electric vehicle market, Europe seems like a much more logical choice to begin global expansion.\n#5. Crunching The Numbers\nElectric Vehicle sales are already growing exponentially - especially in China - and we expect that number to explode much higher in the years to come.\n\nIn fact, while just barely over 1.2 million electric vehicles were sold worldwide in 2017,Bloomberg New Energy Finance expects that number to soar to 60 million by 2040. Not only that, but battery and battery charging infrastructure demand will soar as well.\nIf NIO can seize on its early leadership in China in both the electric vehicle and battery charging infrastructure businesses and also successfully scale its business internationally, there is certainly room for it to achieve a $1 trillion valuation by 2040. For example, its gross margin is expected to be nearly 20% in 2021 and 2022. TSLA's gross, meanwhile, is around 23% and its net margin is roughly half of that, or ~11.5%.\nNIO's BaaS business should also be higher margin given that it could be entirely automated and the actual real estate could be leased instead of owned in order to free up capital for higher return investment elsewhere. With continued scaling in both businesses and overall positive trends in the business with reduced costs across the board through automation and enhanced data analytics, we think gross margins of 25% and net margins of 15% by 2040 are entirely feasible.\nIf NIO were to grab just 7.5% of the global EV market (TSLA's is currently 11%) by 2040, it would be selling ~4.5 million cars per year. We think this share is actually very feasible when you consider that the majority of electric vehicle sales are expected to be in China and that NIO has an inside track on that market given the support it is receiving from the government.\nIf the average sale were for $40,000 per electric vehicle, its profit would be ~$6,000 per vehicle, translating to $27 billion in annual profit from auto sales alone. At a 30x price-to-earnings multiple, that would put the automotive business at a $810 billion valuation.\nMeanwhile, its BaaS business could likely generate $150 in profits per year per vehicle in its sphere in China. By 2030,it is estimated that there will be 50 million electric vehicles on the road in China and that EVs will account for 40% of total auto sales. A very conservative estimate is that the number of EVs on the road in China will double to 100 million by 2040. If NIO's BaaS business serves 20% of the electric vehicles in China by 2040, that would equate to an additional $3+ billion in annual net income. Once again applying a 30x price-to-earnings multiple, that would equate to roughly another $100 billion in market valuation.\nMeanwhile, the potential for using its data and autonomous vehicle technology as well as vast BaaS infrastructure to launch an autonomous taxi business network is also immense. While it is hard to know exactly what sort of value this would command as it is hard to project how it would be regulated by the Chinese government and how well consumers would adopt it, it is not a stretch that NIO's scale and capabilities by this point in such a potentially massive market as is offered in China would put the valuation for this business at $100 billion.\nCombining all three businesses gets us to a $1 trillion total valuation under a bullish, but not entirely implausible scenario.\nRisk Analysis\nWhile the path to $1 trillion certainly looks viable, there are numerous risks to consider along the way.\nFirst and foremost, NIO faces a lot of competition from both foreign and domestic companies. TSLA has a large presence in China and overseas and sports a premium brand to go along with an extremely driven and innovative CEO and engineering team. While the Chinese government has helped NIO some already with surviving the TSLA threat, it is unknown the depths that it will have to and be willing to go to continue giving NIO a boost to sustain its competitive standing in its domestic market.\nOf course, NIO also faces competitive pressures from fellow Chinese electric vehicle manufacturers including Baidu(NASDAQ:BIDU), which already has a partnership with a government-owned automaker (BAIC Group) to put 1,000 driverless cars on the roads over the next 3 years as a prelude to establishing an autonomous taxi service in China. Facing off against fellow major domestic players who also have government backing poses another threat to NIO because it means that it cannot solely rely on government assistance to survive and thrive.\nOn that same note, it also increases the political risk for NIO. Given that it is not the only horse that China is betting on in the mobility space, if their leadership were to run afoul of the Chinese Communist Party and/or they were to simply lag behind in performance, they could quickly be \"dropped\" by the government and the business could fall into a downward spiral. If Alibaba(NYSE:BABA) could face this, NIO certainly could too. If nothing else, the Chinese government could easily seize some or all of NIO's physical or intellectual property for state use, depriving NIO shareholders of much of their equity value.\nFurthermore, expanding overseas could also be complicated by the fact that China is currently dealing with growing geopolitical tensions with other Asia-Pacific nations, Europe, and the United States. As a result, trade barriers may go up, especially in such high-priority technologies as mobility and autonomous technology. The U.S., Europe, Japan, Korea, and even India have well-established automobile industries and if they feel threatened by a Chinese competitor, they may well decide to throw up barriers to entry in their markets.\nOf course, as the China hustle pointed out, many Chinese companies have a troubling track record of fudging accounting numbers. As a result, investors should always view Chinese company - to include NIO's - financial numbers with a healthy dose of skepticism. While it is very possible - if not likely - that NIO's numbers are completely accurate, it is still a risk that needs to be considered.\nLast, but not least, NIO is currently priced quite expensively as it is still running up massive losses and trades at 71 times expected 2021 gross income. Therefore, the range of potential future outcomes is quite wide and investors could very well be dramatically overpaying by purchasing at today's prices. It should be viewed as a highly speculative investment accordingly.\nInvestor Takeaway\nNIO is currently struggling to turn a profit and has had to be bailed out by the Chinese government. At the same time, its valuation is sky-high. While this might steer many investors away and the stock is indeed a very speculative investment, there is also a plausible path for the company to become a $1 trillion mega cap by 2040 and generate attractive long-term returns for investors as a result.\nWhile not for the faint of heart and certainly not without risks, NIO could continue on its path towards becoming one of the world's pre-eminent mobility companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127466890,"gmtCreate":1624864403610,"gmtModify":1703846498634,"author":{"id":"3586310832970658","authorId":"3586310832970658","name":"YuanYuan888","avatar":"https://static.tigerbbs.com/25da6e75318c464e3fdb52ea1064e2cc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586310832970658","authorIdStr":"3586310832970658"},"themes":[],"htmlText":"Timing ","listText":"Timing ","text":"Timing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127466890","repostId":"2146200677","repostType":4,"repost":{"id":"2146200677","pubTimestamp":1624851120,"share":"https://ttm.financial/m/news/2146200677?lang=&edition=fundamental","pubTime":"2021-06-28 11:32","market":"us","language":"en","title":"A Stock Market Crash Is Inevitable: 4 Surefire Stocks to Buy When It Happens","url":"https://stock-news.laohu8.com/highlight/detail?id=2146200677","media":"Motley Fool","summary":"A crash or steep correction would be a blessing in disguise, because you'd get to buy these proven winners at a discount.","content":"<p>They're the three words that can ruin an investor's day: stock market crash.</p>\n<p>Although talking about a stock market crash might be considered taboo, the fact is: A crash <i>is</i> on its way. We might not be able to pinpoint when it'll happen, but history is pretty clear that crashes and corrections are inevitable parts of the investing cycle.</p>\n<h2>All signs point to a crash or steep correction in the not-so-distant future</h2>\n<p>As an example, we can look back more than six decades and see that no rebound from a bear-market bottom has ever been this robust or smooth. In the three years following each of the previous eight bear-market bottoms, there were either <a href=\"https://laohu8.com/S/AONE\">one</a> or two double-digit percentage declines in the benchmark <b>S&P 500</b> (SNPINDEX:^GSPC). In other words, rebounding from a bear market is a process that doesn't result in straight-line moves higher, which is what we've witnessed over the past 15 months.</p>\n<p>If you need more evidence, take a closer look at the S&P 500's Shiller price-to-earnings (P/E) ratio, which examines inflation-adjusted earnings over the previous 10 years. As of Monday, June 21, its Shiller P/E of 37.5 is 123% higher than the 151-year average. Even more telling, the S&P has subsequently shed at least 20% of its value in the previous four instances where the Shiller P/E has topped 30 and sustained it. In this instance, history is most definitely not on the market's side.</p>\n<p>The use of margin is equally concerning. Market analytics company Yardeni Research notes that margin debt in May 2021 climbed to a new high of almost $862 billion, and is up around 60% from the prior-year period. Over the past 25 years, there have been only three instances where margin debt increased by 60% on a year-over-year basis. In the previous two instances (the dot-com bubble and the Great Recession), the S&P 500 went on to lose around half its value.</p>\n<p>All signs are suggesting that, sooner rather than later, the stock market is going to crash or correct steeply.</p>\n<h2>These surefire stocks can make you rich</h2>\n<p>Though this might be unnerving to some folks, it's also an incredible opportunity. That's because crashes and corrections are usually short-lived events. They also have a perfect track record of eventually being erased by bull market rallies. As long as you're buying high-quality companies and holding on to your investments for the long term, steep declines represent the perfect times to put your money to work in the stock market.</p>\n<p>When the next crash does inevitably arrive, the following four surefire stocks should make investors a lot richer.</p>\n<h2>Alphabet</h2>\n<p>The idea of buying a company that relies heavily on advertising during periods when the U.S. economy could be in recession might sound odd. But let me assure you, <b>Alphabet</b> (NASDAQ:GOOGL)(NASDAQ:GOOG) is exactly the type of dominant company you'll want to add during periods of heightened volatility.</p>\n<p>Long-term investors buying Alphabet would benefit from two factors. First, recessions and crashes/corrections tend to be short-lived. By comparison, periods of economic expansion usually last multiple years, if not a decade. Alphabet simply bides its time during these short downtrends, then basks in double-digit growth and strong ad-pricing power for its Google internet search platform during long-winded expansions. According to GlobalStats, Google has controlled between 91% and 93% of worldwide internet-search share over the past two years.</p>\n<p>The second reason Alphabet is such a surefire stock to buy during a crash is its innovation. Content-streaming platform YouTube is now <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the three most-visited social sites in the world. Meanwhile, its cloud infrastructure services segment Google Cloud has been consistently growing at close to 50% on a year-over-year basis. Google Cloud will be especially helpful by mid-decade, with the higher margins from infrastructure services helping to catapult Alphabet's operating cash flow.</p>\n<h2>Innovative Industrial Properties</h2>\n<p>Another surefire opportunity can be found with cannabis-focused real estate investment trust (REIT) <b>Innovative Industrial Properties</b> (NYSE:IIPR). Innovative Industrial, or IIP for short, acquires facilities for growing and processing medical marijuana with the purpose of leasing these assets out for long periods of time.</p>\n<p>One of the more obvious benefits of this strategy is that it generates highly predictable cash flow. IIP owned 72 properties spanning 6.6 million square feet of rentable space in 18 states as of the beginning of June. According to the company, 100% of its properties are leased with a weighted-average lease of 16.8 years. It'll likely take less than half this time for the company to receive a complete payback on its $1.6 billion in invested capital. Plus, IIP passes along inflation-based rent hikes annually to its tenants, ensuring a very modest level of organic rental growth.</p>\n<p>What's more, Innovative Industrial is benefiting from federal gridlock on cannabis banking reform. Since marijuana is illegal at the federal level, pot companies have struggled to gain access to basic banking services. IIP resolves this issue with its sale-leaseback program. With this program, IIP acquires properties from multistate operators (MSO) for cash and immediately leases the property it buys back to the seller. This innovative program gives MSOs access to cash, while netting IIP long-term tenants.</p>\n<h2>UnitedHealth Group</h2>\n<p>Healthcare stocks are an incredibly smart place to put your money to work during a crash or steep correction. That's because the healthcare sector is defensive. Since we don't get to choose when we get sick or what ailment(s) we develop, there will always be demand for drugs, devices, and other healthcare services no matter how well or poorly the economy (or stock market) is performing. It's a big reason <b>UnitedHealth Group</b> (NYSE:UNH) is such a winner.</p>\n<p>Here's a little something you might not know: Only a handful of stocks have delivered a positive total return (including dividends paid) in each of the past 12 years since the Great Recession. UnitedHealth Group is one of those 12, and its health-benefits segment is a key reason. Providing health insurance often leads to predictable cash flow and strong premium-pricing power. Even with this pricing power somewhat limited by the Affordable Care Act, UnitedHealth is bringing in more than enough new members that it remains a very profitable segment.</p>\n<p>The other major growth driver for UnitedHealth Group is its healthcare services subsidiary Optum. It provides everything from pharmacy-benefit manager services to data analytics used by hospitals and health-centric organizations. Optum has actually been UnitedHealth's faster-growing operating segment, and it's the better bet to deliver superior long-term operating margins.</p>\n<h2><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></h2>\n<p>A fourth surefire stock you can comfortably buy if a stock market crash or steep correction strikes is <b>salesforce.com</b> (NYSE:CRM), which provides cloud-based customer-relationship management (CRM) software. It's used by consumer-facing businesses to enter customer information, handle product/service issues, manage online marketing campaigns, and even offer predictive sales analysis in real time.</p>\n<p>Through the midpoint of the decade, global CRM revenue is projected to rise annually by a low double-digit percentage. Salesforce, on the other hand, will be growing even faster. CEO Marc Benioff foresees his company increasing its full-year sales from $21.3 billion in its most recent fiscal year to more than $50 billion in five years (fiscal 2026). That's certainly easy to do when his company controls nearly 20% of worldwide CRM revenue as of the first half of 2020, per IDC. That's more than its four closest competitors, <i>combined</i>!</p>\n<p>Salesforce also has a knack for integrating acquisitions and using buyouts as a platform to expand its offerings or cross-sell its solutions. It has a $27.7 billion pending cash-and-stock deal in place to acquire <b><a href=\"https://laohu8.com/S/WORK\">Slack Technologies</a></b>. Though this deal does open a new revenue channel for Salesforce, it's really all about the new exposure to small and medium-size businesses, as well as the ability to use Slack's platform to cross-sell its CRM solutions.</p>\n<p>In short, Salesforce isn't going to be fazed by a short-term crash or correction, which makes it a smart buy for investors.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Stock Market Crash Is Inevitable: 4 Surefire Stocks to Buy When It Happens</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\">\nA Stock Market Crash Is Inevitable: 4 Surefire Stocks to Buy When It Happens\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 11:32 GMT+8 <a href=https://www.fool.com/investing/2021/06/26/stock-market-crash-is-inevitable-4-surefire-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>They're the three words that can ruin an investor's day: stock market crash.\nAlthough talking about a stock market crash might be considered taboo, the fact is: A crash is on its way. We might not be ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/26/stock-market-crash-is-inevitable-4-surefire-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时","GOOG":"谷歌","GOOGL":"谷歌A","UNH":"联合健康","IIPR":"Innovative Industrial Properties Inc"},"source_url":"https://www.fool.com/investing/2021/06/26/stock-market-crash-is-inevitable-4-surefire-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146200677","content_text":"They're the three words that can ruin an investor's day: stock market crash.\nAlthough talking about a stock market crash might be considered taboo, the fact is: A crash is on its way. We might not be able to pinpoint when it'll happen, but history is pretty clear that crashes and corrections are inevitable parts of the investing cycle.\nAll signs point to a crash or steep correction in the not-so-distant future\nAs an example, we can look back more than six decades and see that no rebound from a bear-market bottom has ever been this robust or smooth. In the three years following each of the previous eight bear-market bottoms, there were either one or two double-digit percentage declines in the benchmark S&P 500 (SNPINDEX:^GSPC). In other words, rebounding from a bear market is a process that doesn't result in straight-line moves higher, which is what we've witnessed over the past 15 months.\nIf you need more evidence, take a closer look at the S&P 500's Shiller price-to-earnings (P/E) ratio, which examines inflation-adjusted earnings over the previous 10 years. As of Monday, June 21, its Shiller P/E of 37.5 is 123% higher than the 151-year average. Even more telling, the S&P has subsequently shed at least 20% of its value in the previous four instances where the Shiller P/E has topped 30 and sustained it. In this instance, history is most definitely not on the market's side.\nThe use of margin is equally concerning. Market analytics company Yardeni Research notes that margin debt in May 2021 climbed to a new high of almost $862 billion, and is up around 60% from the prior-year period. Over the past 25 years, there have been only three instances where margin debt increased by 60% on a year-over-year basis. In the previous two instances (the dot-com bubble and the Great Recession), the S&P 500 went on to lose around half its value.\nAll signs are suggesting that, sooner rather than later, the stock market is going to crash or correct steeply.\nThese surefire stocks can make you rich\nThough this might be unnerving to some folks, it's also an incredible opportunity. That's because crashes and corrections are usually short-lived events. They also have a perfect track record of eventually being erased by bull market rallies. As long as you're buying high-quality companies and holding on to your investments for the long term, steep declines represent the perfect times to put your money to work in the stock market.\nWhen the next crash does inevitably arrive, the following four surefire stocks should make investors a lot richer.\nAlphabet\nThe idea of buying a company that relies heavily on advertising during periods when the U.S. economy could be in recession might sound odd. But let me assure you, Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG) is exactly the type of dominant company you'll want to add during periods of heightened volatility.\nLong-term investors buying Alphabet would benefit from two factors. First, recessions and crashes/corrections tend to be short-lived. By comparison, periods of economic expansion usually last multiple years, if not a decade. Alphabet simply bides its time during these short downtrends, then basks in double-digit growth and strong ad-pricing power for its Google internet search platform during long-winded expansions. According to GlobalStats, Google has controlled between 91% and 93% of worldwide internet-search share over the past two years.\nThe second reason Alphabet is such a surefire stock to buy during a crash is its innovation. Content-streaming platform YouTube is now one of the three most-visited social sites in the world. Meanwhile, its cloud infrastructure services segment Google Cloud has been consistently growing at close to 50% on a year-over-year basis. Google Cloud will be especially helpful by mid-decade, with the higher margins from infrastructure services helping to catapult Alphabet's operating cash flow.\nInnovative Industrial Properties\nAnother surefire opportunity can be found with cannabis-focused real estate investment trust (REIT) Innovative Industrial Properties (NYSE:IIPR). Innovative Industrial, or IIP for short, acquires facilities for growing and processing medical marijuana with the purpose of leasing these assets out for long periods of time.\nOne of the more obvious benefits of this strategy is that it generates highly predictable cash flow. IIP owned 72 properties spanning 6.6 million square feet of rentable space in 18 states as of the beginning of June. According to the company, 100% of its properties are leased with a weighted-average lease of 16.8 years. It'll likely take less than half this time for the company to receive a complete payback on its $1.6 billion in invested capital. Plus, IIP passes along inflation-based rent hikes annually to its tenants, ensuring a very modest level of organic rental growth.\nWhat's more, Innovative Industrial is benefiting from federal gridlock on cannabis banking reform. Since marijuana is illegal at the federal level, pot companies have struggled to gain access to basic banking services. IIP resolves this issue with its sale-leaseback program. With this program, IIP acquires properties from multistate operators (MSO) for cash and immediately leases the property it buys back to the seller. This innovative program gives MSOs access to cash, while netting IIP long-term tenants.\nUnitedHealth Group\nHealthcare stocks are an incredibly smart place to put your money to work during a crash or steep correction. That's because the healthcare sector is defensive. Since we don't get to choose when we get sick or what ailment(s) we develop, there will always be demand for drugs, devices, and other healthcare services no matter how well or poorly the economy (or stock market) is performing. It's a big reason UnitedHealth Group (NYSE:UNH) is such a winner.\nHere's a little something you might not know: Only a handful of stocks have delivered a positive total return (including dividends paid) in each of the past 12 years since the Great Recession. UnitedHealth Group is one of those 12, and its health-benefits segment is a key reason. Providing health insurance often leads to predictable cash flow and strong premium-pricing power. Even with this pricing power somewhat limited by the Affordable Care Act, UnitedHealth is bringing in more than enough new members that it remains a very profitable segment.\nThe other major growth driver for UnitedHealth Group is its healthcare services subsidiary Optum. It provides everything from pharmacy-benefit manager services to data analytics used by hospitals and health-centric organizations. Optum has actually been UnitedHealth's faster-growing operating segment, and it's the better bet to deliver superior long-term operating margins.\nSalesforce\nA fourth surefire stock you can comfortably buy if a stock market crash or steep correction strikes is salesforce.com (NYSE:CRM), which provides cloud-based customer-relationship management (CRM) software. It's used by consumer-facing businesses to enter customer information, handle product/service issues, manage online marketing campaigns, and even offer predictive sales analysis in real time.\nThrough the midpoint of the decade, global CRM revenue is projected to rise annually by a low double-digit percentage. Salesforce, on the other hand, will be growing even faster. CEO Marc Benioff foresees his company increasing its full-year sales from $21.3 billion in its most recent fiscal year to more than $50 billion in five years (fiscal 2026). That's certainly easy to do when his company controls nearly 20% of worldwide CRM revenue as of the first half of 2020, per IDC. That's more than its four closest competitors, combined!\nSalesforce also has a knack for integrating acquisitions and using buyouts as a platform to expand its offerings or cross-sell its solutions. It has a $27.7 billion pending cash-and-stock deal in place to acquire Slack Technologies. Though this deal does open a new revenue channel for Salesforce, it's really all about the new exposure to small and medium-size businesses, as well as the ability to use Slack's platform to cross-sell its CRM solutions.\nIn short, Salesforce isn't going to be fazed by a short-term crash or correction, which makes it a smart buy for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}