12345OICAFA personal page - To The Moon

12345OICAFA

12345OICAFA

No personal profile

94Follow

3Followers

0Topic

0Badge

2021-07-09

$Exela Technologies, Inc.(XELA)$Let’s go XELA!!! I have been waiting for you for a longtime

2021-06-27

Why not both? I think ford has room for growth and nio have a good chance of entering the asian market in future

Ford Or NIO? The Final Verdict

2021-06-29

$Meta Materials Inc.(MMAT)$Patience

2021-07-16

$Meta Materials Inc.(MMAT)$All this will be worth it. May take months but l will be here waiting and hodl-ing

2021-07-02

Yes Apple

When AAPL Traded Like A Meme Stock

2021-07-02

$Meta Materials Inc.(MMAT)$Averaging down and hodl?

2021-07-09

?

Pfizer says it is developing a Covid booster shot to target the highly transmissible delta variant

2021-07-05

$Tesla Motors(TSLA)$Holding on to you

2021-07-06

$Orphazyme A/S(ORPH)$Should I go or should I stay ?

2021-07-03

$Alibaba(BABA)$Let’s go BABA ?

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":3586418774638628,"uuid":"3586418774638628","gmtCreate":1623324750325,"gmtModify":1722608104976,"name":"12345OICAFA","pinyin":"12345oicafa","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/466e31b34782800ed166224bb8c64ba6","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":94,"tweetSize":10,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.55%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":2,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":170310016,"gmtCreate":1626403859535,"gmtModify":1703759502864,"author":{"id":"3586418774638628","authorId":"3586418774638628","authorIdStr":"3586418774638628","name":"12345OICAFA","avatar":"https://community-static.tradeup.com/news/466e31b34782800ed166224bb8c64ba6","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586418774638628"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>All&nbsp;this&nbsp;will be worth it. May take months but&nbsp;l will be here waiting and hodl-ing","listText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>All&nbsp;this&nbsp;will be worth it. May take months but&nbsp;l will be here waiting and hodl-ing","text":"$Meta Materials Inc.(MMAT)$All this will be worth it. May take months but l will be here waiting and hodl-ing","images":[{"img":"https://static.tigerbbs.com/3c579557c7549ed30d560b096307ca37","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170310016","isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":143601897,"gmtCreate":1625790127019,"gmtModify":1703748511247,"author":{"id":"3586418774638628","authorId":"3586418774638628","authorIdStr":"3586418774638628","name":"12345OICAFA","avatar":"https://community-static.tradeup.com/news/466e31b34782800ed166224bb8c64ba6","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586418774638628"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/143601897","repostId":"1141664359","repostType":4,"repost":{"id":"1141664359","pubTimestamp":1625786702,"share":"https://ttm.financial/m/news/1141664359?lang=&edition=fundamental","pubTime":"2021-07-09 07:25","market":"us","language":"en","title":"Pfizer says it is developing a Covid booster shot to target the highly transmissible delta variant","url":"https://stock-news.laohu8.com/highlight/detail?id=1141664359","media":"CNBC","summary":"KEY POINTS\n\nPfizer and BioNTech announced Thursday they are developing a Covid-19 booster shot inten","content":"<div>\n<p>KEY POINTS\n\nPfizer and BioNTech announced Thursday they are developing a Covid-19 booster shot intended to target the delta variant.\nClinical studies could begin as early as August, subject to ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/08/pfizer-says-it-is-developing-a-covid-booster-shot-to-target-the-highly-transmissible-delta-variant.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Pfizer says it is developing a Covid booster shot to target the highly transmissible delta variant</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\">\nPfizer says it is developing a Covid booster shot to target the highly transmissible delta variant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-09 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/08/pfizer-says-it-is-developing-a-covid-booster-shot-to-target-the-highly-transmissible-delta-variant.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nPfizer and BioNTech announced Thursday they are developing a Covid-19 booster shot intended to target the delta variant.\nClinical studies could begin as early as August, subject to ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/08/pfizer-says-it-is-developing-a-covid-booster-shot-to-target-the-highly-transmissible-delta-variant.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.cnbc.com/2021/07/08/pfizer-says-it-is-developing-a-covid-booster-shot-to-target-the-highly-transmissible-delta-variant.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1141664359","content_text":"KEY POINTS\n\nPfizer and BioNTech announced Thursday they are developing a Covid-19 booster shot intended to target the delta variant.\nClinical studies could begin as early as August, subject to regulatory approvals.\nExecutives from Pfizer and BioNtech have repeatedly said people will likely need a booster shot, or third dose, within 12 months of getting fully vaccinated.\n\nPfizerandBioNTechannounced Thursday they are developing a Covid-19 booster shot intended to target the delta variant as concerns rise about the highly transmissible strain that is already the dominant form of the disease in the United States.\nThe companies said although they believe a third shot of their current two-dose vaccine has the potential to preserve the \"highest levels\" of protection against all currently known variants, including delta, they are \"remaining vigilant\" and developing an updated version of the vaccine.\n“As seen in real world evidence released from the Israel Ministry of Health, vaccine efficacy has declined six months post-vaccination, at the same time that the Delta variant is becoming the dominate variant in the country,” the companies said in a written statement.\n“These findings are consistent with an ongoing analysis from the companies’ Phase 3 study,” they said. “That is why we have said, and we continue to believe that it is likely, based on the totality of the data we have to date, that a third dose may be needed within 6 to 12 months after full vaccination.”\nClinical studies could begin as early as August, subject to regulatory approvals, the companies said.\nThe announcement comes the same day Olympics organizers saidthey are banning all spectatorsfrom the games this year after Japan declared a state of emergency that’s meant to curb a wave of new Covid-19 infections due in part to the delta variant.\nDelta is estimated by the World Health Organization to be about 55% more transmissible than alpha, the variant first found in the United Kingdom that once dominated the U.S. While current evidence shows Pfizer’s is highly effective against delta in preventing severe disease and death, it may not protect as well against mild disease and spreading the disease to others, scientists say.\nOn Monday, Israeli officialsreporteda decrease in the effectiveness of the Pfizer-BioNTech vaccine in preventing infections and symptomatic illness but said it remained highly effective in preventing serious illness.\nIn the U.S, health officials are urging all eligible Americans to get vaccinated as quickly as possible, especially before the fall season when delta isexpected to cause another surge in new coronavirus cases, particularly in places with the lowest vaccination rates.\nThere are about 1,000 counties in the U.S. that have Covid vaccination coverage of less than 30%, mostly located in the Southeast and Midwest, CDC Director Dr. Rochelle Walensky recently said. The agency is already seeing increasing rates of infection in those areas due to the further spread of the delta variant.\nExecutives from Pfizer and BioNtech have repeatedly said people will likely need a booster shot, or third dose, within 12 months of getting fully vaccinated because they expect vaccine-induced immunity to wane over time. They also said it’s likely people will need to get additional shots each year.\nPfizer and BioNTech are developing booster shots and are expected to shortly seek U.S. authorization for a third dose of its vaccine.","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143876884,"gmtCreate":1625789810148,"gmtModify":1703748500081,"author":{"id":"3586418774638628","authorId":"3586418774638628","authorIdStr":"3586418774638628","name":"12345OICAFA","avatar":"https://community-static.tradeup.com/news/466e31b34782800ed166224bb8c64ba6","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586418774638628"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Let’s go XELA!!! I have been waiting for you for a longtime","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Let’s go XELA!!! I have been waiting for you for a longtime","text":"$Exela Technologies, Inc.(XELA)$Let’s go XELA!!! I have been waiting for you for a longtime","images":[{"img":"https://static.tigerbbs.com/f2d9025c3000522d18c84fa9f8b1b477","width":"750","height":"1224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/143876884","isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":154761035,"gmtCreate":1625546401827,"gmtModify":1703743450982,"author":{"id":"3586418774638628","authorId":"3586418774638628","authorIdStr":"3586418774638628","name":"12345OICAFA","avatar":"https://community-static.tradeup.com/news/466e31b34782800ed166224bb8c64ba6","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586418774638628"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ORPH\">$Orphazyme A/S(ORPH)$</a>Should I go or should I stay ?","listText":"<a href=\"https://laohu8.com/S/ORPH\">$Orphazyme A/S(ORPH)$</a>Should I go or should I stay ?","text":"$Orphazyme A/S(ORPH)$Should I go or should I stay ?","images":[{"img":"https://static.tigerbbs.com/925195abd07dd0b0bc021351428e8412","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154761035","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":155448218,"gmtCreate":1625450693934,"gmtModify":1703741932012,"author":{"id":"3586418774638628","authorId":"3586418774638628","authorIdStr":"3586418774638628","name":"12345OICAFA","avatar":"https://community-static.tradeup.com/news/466e31b34782800ed166224bb8c64ba6","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586418774638628"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Holding on to you","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Holding on to you","text":"$Tesla Motors(TSLA)$Holding on to you","images":[{"img":"https://static.tigerbbs.com/7c6eab486f85ee3b074003a0a1d757b4","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155448218","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":152567121,"gmtCreate":1625315091763,"gmtModify":1703740340855,"author":{"id":"3586418774638628","authorId":"3586418774638628","authorIdStr":"3586418774638628","name":"12345OICAFA","avatar":"https://community-static.tradeup.com/news/466e31b34782800ed166224bb8c64ba6","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586418774638628"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Let’s go BABA ?","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Let’s go BABA ?","text":"$Alibaba(BABA)$Let’s go BABA ?","images":[{"img":"https://static.tigerbbs.com/276c671644df2ed3409fd692b51c7ec7","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152567121","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":156971856,"gmtCreate":1625192886375,"gmtModify":1703738062952,"author":{"id":"3586418774638628","authorId":"3586418774638628","authorIdStr":"3586418774638628","name":"12345OICAFA","avatar":"https://community-static.tradeup.com/news/466e31b34782800ed166224bb8c64ba6","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586418774638628"},"themes":[],"htmlText":"Yes Apple","listText":"Yes Apple","text":"Yes Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/156971856","repostId":"1104728487","repostType":4,"repost":{"id":"1104728487","pubTimestamp":1625189058,"share":"https://ttm.financial/m/news/1104728487?lang=&edition=fundamental","pubTime":"2021-07-02 09:24","market":"us","language":"en","title":"When AAPL Traded Like A Meme Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1104728487","media":"thestreet","summary":"Apple is one of the most unlikely meme stock candidates. However, the Apple Maven thinks that AAPL b","content":"<p>Apple is one of the most unlikely meme stock candidates. However, the Apple Maven thinks that AAPL behaved like one in the third quarter of 2020. Here is what happened.</p>\n<p>Apple&nbsp;(<b>AAPL</b>)&nbsp;is nothing likea meme stock. The sheer size of the company, trading volume, institutional ownership and multi trillion-dollar market cap make it nearly impossible for a relatively small number of retail traders to sway the stock price in any meaningful way. But there are often exceptions to the rule.</p>\n<p>Today, the Apple Maven goes back to third calendar quarter of 2020 and revisits the few weeks when Apple stock traded like meme: up sharply and quickly, on heavy volume and arguably decoupled from business or macroeconomic fundamentals, followed by a sudden drop from the peak.</p>\n<p>AAPL stock: to the moon!</p>\n<p>Apple’s fiscal third quarter, reported in late July 2020, was quite impressive given the COVID-19 disruptions. The company managed to post revenue growth of nearly 11% and EPS of $2.58 that topped consensus by around 50 cents.</p>\n<p>But, despite the strong performance, it is still not easy to justify what happened to Apple stock in the month or so that followed the earnings release. Between July 31 and September 1, AAPL climbed a staggering 40%, the most in such a short period of time in the past ten years at least.</p>\n<p>Not even the recovery from the bottom of the COVID-19 bear was so fast and so furious. See chart below: a histogram of the one-month returns in Apple stock on any given day over the past decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4cd9696f95e583da810bdc74facce25\" tg-width=\"1200\" tg-height=\"650\" referrerpolicy=\"no-referrer\"><span>Figure 2: Distribution of one-month returns in AAPL, past decade.DM Martins Research</span></p>\n<p>The roots of the meme attack</p>\n<p>In my view, there is one key factor that explains the bullish reaction of August 2020. Along with financial results, Apple also announced its first stock split since 2014. One share of AAPL would become four on Monday, August 31. CEO Tim Cook explained the company’s decision:</p>\n<blockquote>\n “We are announcing a four for one split of Apple common stock to make our stock more accessible to a broader base of investors.”\n</blockquote>\n<p>While accessibility to retail investors is probably the main reason for splitting a stock, the rationale does not work as well in today’s trading environment. Nearly all major brokerage firms allow for fractional ownership, which means an investor can buy or sell less than one share of Apple stock.</p>\n<p>The only way that a stock split matters nowadays, in my view, is by catching the attention of investors who believe that the event unveils “a good deal”: two, or four, or ten shares for the price of one. This was probably the key factor driving AAPL share price to $134 from $106 in less than five weeks.</p>\n<p>The morning-after hangover</p>\n<p>Like any good “meme attack”, AAPL share price spike was followed by a sudden pullback.</p>\n<p>After reaching a peak of $134 in early September, the stock dropped below $107 only 12 trading days later. It entered correction territory, defined as a 10%-plus pullback from the peak, in a record four trading days. In fact, Apple was still priced below September 1 levels as recently as a couple of days ago.</p>\n<p>It is probably not a coincidence that Apple’s sharp fall from the top started to unfold within one or two days of the stock split finally being executed, when the “buzz” finally wore off – the telltale sign of a meme stock-like frenzy running its course.</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>When AAPL Traded Like A Meme Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhen AAPL Traded Like A Meme Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 09:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/when-aapl-traded-like-a-meme-stock><strong>thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple is one of the most unlikely meme stock candidates. However, the Apple Maven thinks that AAPL behaved like one in the third quarter of 2020. Here is what happened.\nApple (AAPL) is nothing likea ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/when-aapl-traded-like-a-meme-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/when-aapl-traded-like-a-meme-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104728487","content_text":"Apple is one of the most unlikely meme stock candidates. However, the Apple Maven thinks that AAPL behaved like one in the third quarter of 2020. Here is what happened.\nApple (AAPL) is nothing likea meme stock. The sheer size of the company, trading volume, institutional ownership and multi trillion-dollar market cap make it nearly impossible for a relatively small number of retail traders to sway the stock price in any meaningful way. But there are often exceptions to the rule.\nToday, the Apple Maven goes back to third calendar quarter of 2020 and revisits the few weeks when Apple stock traded like meme: up sharply and quickly, on heavy volume and arguably decoupled from business or macroeconomic fundamentals, followed by a sudden drop from the peak.\nAAPL stock: to the moon!\nApple’s fiscal third quarter, reported in late July 2020, was quite impressive given the COVID-19 disruptions. The company managed to post revenue growth of nearly 11% and EPS of $2.58 that topped consensus by around 50 cents.\nBut, despite the strong performance, it is still not easy to justify what happened to Apple stock in the month or so that followed the earnings release. Between July 31 and September 1, AAPL climbed a staggering 40%, the most in such a short period of time in the past ten years at least.\nNot even the recovery from the bottom of the COVID-19 bear was so fast and so furious. See chart below: a histogram of the one-month returns in Apple stock on any given day over the past decade.\nFigure 2: Distribution of one-month returns in AAPL, past decade.DM Martins Research\nThe roots of the meme attack\nIn my view, there is one key factor that explains the bullish reaction of August 2020. Along with financial results, Apple also announced its first stock split since 2014. One share of AAPL would become four on Monday, August 31. CEO Tim Cook explained the company’s decision:\n\n “We are announcing a four for one split of Apple common stock to make our stock more accessible to a broader base of investors.”\n\nWhile accessibility to retail investors is probably the main reason for splitting a stock, the rationale does not work as well in today’s trading environment. Nearly all major brokerage firms allow for fractional ownership, which means an investor can buy or sell less than one share of Apple stock.\nThe only way that a stock split matters nowadays, in my view, is by catching the attention of investors who believe that the event unveils “a good deal”: two, or four, or ten shares for the price of one. This was probably the key factor driving AAPL share price to $134 from $106 in less than five weeks.\nThe morning-after hangover\nLike any good “meme attack”, AAPL share price spike was followed by a sudden pullback.\nAfter reaching a peak of $134 in early September, the stock dropped below $107 only 12 trading days later. It entered correction territory, defined as a 10%-plus pullback from the peak, in a record four trading days. In fact, Apple was still priced below September 1 levels as recently as a couple of days ago.\nIt is probably not a coincidence that Apple’s sharp fall from the top started to unfold within one or two days of the stock split finally being executed, when the “buzz” finally wore off – the telltale sign of a meme stock-like frenzy running its course.","news_type":1},"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156973229,"gmtCreate":1625192827261,"gmtModify":1703738062448,"author":{"id":"3586418774638628","authorId":"3586418774638628","authorIdStr":"3586418774638628","name":"12345OICAFA","avatar":"https://community-static.tradeup.com/news/466e31b34782800ed166224bb8c64ba6","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586418774638628"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>Averaging down and hodl?","listText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>Averaging down and hodl?","text":"$Meta Materials Inc.(MMAT)$Averaging down and hodl?","images":[{"img":"https://static.tigerbbs.com/caf76b67a0eac2270b261d0b8a2feb06","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/156973229","isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":159086899,"gmtCreate":1624931400511,"gmtModify":1703848201320,"author":{"id":"3586418774638628","authorId":"3586418774638628","authorIdStr":"3586418774638628","name":"12345OICAFA","avatar":"https://community-static.tradeup.com/news/466e31b34782800ed166224bb8c64ba6","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586418774638628"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>Patience","listText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>Patience","text":"$Meta Materials Inc.(MMAT)$Patience","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159086899","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124746420,"gmtCreate":1624797778060,"gmtModify":1703845274286,"author":{"id":"3586418774638628","authorId":"3586418774638628","authorIdStr":"3586418774638628","name":"12345OICAFA","avatar":"https://community-static.tradeup.com/news/466e31b34782800ed166224bb8c64ba6","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586418774638628"},"themes":[],"htmlText":"Why not both?&nbsp;I think ford has room for growth and nio have a good chance of entering the asian market in future","listText":"Why not both?&nbsp;I think ford has room for growth and nio have a good chance of entering the asian market in future","text":"Why not both? I think ford has room for growth and nio have a good chance of entering the asian market in future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/124746420","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","pubTimestamp":1624754401,"share":"https://ttm.financial/m/news/1137119316?lang=&edition=fundamental","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p>\n<ul>\n <li>I am comparing Ford against NIO in different categories.</li>\n <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>\n <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p>\n<p><b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p>\n<p>Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p>\n<p><b>Market opportunity</b></p>\n<p>In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p>\n<p>China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p>\n<p>Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p>\n<p>Turning to growth projections.</p>\n<p>With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p>\n<p>Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p>\n<p><b>Scale and manufacturing competence</b></p>\n<p>Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p>\n<p>Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p>\n<p>Winner here: Ford.</p>\n<p><b>Differentiation and BaaS revenue model</b></p>\n<p>Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p>\n<p>Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p>\n<p>The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p>\n<p>The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p>\n<p>Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p>\n<p>Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p>\n<p>The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p>\n<p><b>Sales growth and valuation</b></p>\n<p>Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p>\n<p>Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p>\n<p>Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p>\n<p><b>NIO has larger risks...</b></p>\n<p>NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p>\n<p><b>Final verdict</b></p>\n<p>NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p>\n<p>Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p>\n<p>If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</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>Ford Or NIO? The Final Verdict</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\">\nFord Or NIO? The Final Verdict\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":143876884,"gmtCreate":1625789810148,"gmtModify":1703748500081,"author":{"id":"3586418774638628","authorId":"3586418774638628","authorIdStr":"3586418774638628","name":"12345OICAFA","avatar":"https://community-static.tradeup.com/news/466e31b34782800ed166224bb8c64ba6","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586418774638628"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Let’s go XELA!!! I have been waiting for you for a longtime","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Let’s go XELA!!! I have been waiting for you for a longtime","text":"$Exela Technologies, Inc.(XELA)$Let’s go XELA!!! I have been waiting for you for a longtime","images":[{"img":"https://static.tigerbbs.com/f2d9025c3000522d18c84fa9f8b1b477","width":"750","height":"1224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/143876884","isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":124746420,"gmtCreate":1624797778060,"gmtModify":1703845274286,"author":{"id":"3586418774638628","authorId":"3586418774638628","authorIdStr":"3586418774638628","name":"12345OICAFA","avatar":"https://community-static.tradeup.com/news/466e31b34782800ed166224bb8c64ba6","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586418774638628"},"themes":[],"htmlText":"Why not both?&nbsp;I think ford has room for growth and nio have a good chance of entering the asian market in future","listText":"Why not both?&nbsp;I think ford has room for growth and nio have a good chance of entering the asian market in future","text":"Why not both? I think ford has room for growth and nio have a good chance of entering the asian market in future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/124746420","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","pubTimestamp":1624754401,"share":"https://ttm.financial/m/news/1137119316?lang=&edition=fundamental","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p>\n<ul>\n <li>I am comparing Ford against NIO in different categories.</li>\n <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>\n <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p>\n<p><b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p>\n<p>Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p>\n<p><b>Market opportunity</b></p>\n<p>In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p>\n<p>China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p>\n<p>Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p>\n<p>Turning to growth projections.</p>\n<p>With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p>\n<p>Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p>\n<p><b>Scale and manufacturing competence</b></p>\n<p>Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p>\n<p>Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p>\n<p>Winner here: Ford.</p>\n<p><b>Differentiation and BaaS revenue model</b></p>\n<p>Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p>\n<p>Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p>\n<p>The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p>\n<p>The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p>\n<p>Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p>\n<p>Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p>\n<p>The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p>\n<p><b>Sales growth and valuation</b></p>\n<p>Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p>\n<p>Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p>\n<p>Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p>\n<p><b>NIO has larger risks...</b></p>\n<p>NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p>\n<p><b>Final verdict</b></p>\n<p>NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p>\n<p>Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p>\n<p>If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</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>Ford Or NIO? The Final Verdict</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\">\nFord Or NIO? The Final Verdict\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159086899,"gmtCreate":1624931400511,"gmtModify":1703848201320,"author":{"id":"3586418774638628","authorId":"3586418774638628","authorIdStr":"3586418774638628","name":"12345OICAFA","avatar":"https://community-static.tradeup.com/news/466e31b34782800ed166224bb8c64ba6","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586418774638628"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>Patience","listText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>Patience","text":"$Meta Materials Inc.(MMAT)$Patience","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159086899","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170310016,"gmtCreate":1626403859535,"gmtModify":1703759502864,"author":{"id":"3586418774638628","authorId":"3586418774638628","authorIdStr":"3586418774638628","name":"12345OICAFA","avatar":"https://community-static.tradeup.com/news/466e31b34782800ed166224bb8c64ba6","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586418774638628"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>All&nbsp;this&nbsp;will be worth it. May take months but&nbsp;l will be here waiting and hodl-ing","listText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>All&nbsp;this&nbsp;will be worth it. May take months but&nbsp;l will be here waiting and hodl-ing","text":"$Meta Materials Inc.(MMAT)$All this will be worth it. May take months but l will be here waiting and hodl-ing","images":[{"img":"https://static.tigerbbs.com/3c579557c7549ed30d560b096307ca37","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170310016","isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":156971856,"gmtCreate":1625192886375,"gmtModify":1703738062952,"author":{"id":"3586418774638628","authorId":"3586418774638628","authorIdStr":"3586418774638628","name":"12345OICAFA","avatar":"https://community-static.tradeup.com/news/466e31b34782800ed166224bb8c64ba6","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586418774638628"},"themes":[],"htmlText":"Yes Apple","listText":"Yes Apple","text":"Yes Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/156971856","repostId":"1104728487","repostType":4,"repost":{"id":"1104728487","pubTimestamp":1625189058,"share":"https://ttm.financial/m/news/1104728487?lang=&edition=fundamental","pubTime":"2021-07-02 09:24","market":"us","language":"en","title":"When AAPL Traded Like A Meme Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1104728487","media":"thestreet","summary":"Apple is one of the most unlikely meme stock candidates. However, the Apple Maven thinks that AAPL b","content":"<p>Apple is one of the most unlikely meme stock candidates. However, the Apple Maven thinks that AAPL behaved like one in the third quarter of 2020. Here is what happened.</p>\n<p>Apple&nbsp;(<b>AAPL</b>)&nbsp;is nothing likea meme stock. The sheer size of the company, trading volume, institutional ownership and multi trillion-dollar market cap make it nearly impossible for a relatively small number of retail traders to sway the stock price in any meaningful way. But there are often exceptions to the rule.</p>\n<p>Today, the Apple Maven goes back to third calendar quarter of 2020 and revisits the few weeks when Apple stock traded like meme: up sharply and quickly, on heavy volume and arguably decoupled from business or macroeconomic fundamentals, followed by a sudden drop from the peak.</p>\n<p>AAPL stock: to the moon!</p>\n<p>Apple’s fiscal third quarter, reported in late July 2020, was quite impressive given the COVID-19 disruptions. The company managed to post revenue growth of nearly 11% and EPS of $2.58 that topped consensus by around 50 cents.</p>\n<p>But, despite the strong performance, it is still not easy to justify what happened to Apple stock in the month or so that followed the earnings release. Between July 31 and September 1, AAPL climbed a staggering 40%, the most in such a short period of time in the past ten years at least.</p>\n<p>Not even the recovery from the bottom of the COVID-19 bear was so fast and so furious. See chart below: a histogram of the one-month returns in Apple stock on any given day over the past decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4cd9696f95e583da810bdc74facce25\" tg-width=\"1200\" tg-height=\"650\" referrerpolicy=\"no-referrer\"><span>Figure 2: Distribution of one-month returns in AAPL, past decade.DM Martins Research</span></p>\n<p>The roots of the meme attack</p>\n<p>In my view, there is one key factor that explains the bullish reaction of August 2020. Along with financial results, Apple also announced its first stock split since 2014. One share of AAPL would become four on Monday, August 31. CEO Tim Cook explained the company’s decision:</p>\n<blockquote>\n “We are announcing a four for one split of Apple common stock to make our stock more accessible to a broader base of investors.”\n</blockquote>\n<p>While accessibility to retail investors is probably the main reason for splitting a stock, the rationale does not work as well in today’s trading environment. Nearly all major brokerage firms allow for fractional ownership, which means an investor can buy or sell less than one share of Apple stock.</p>\n<p>The only way that a stock split matters nowadays, in my view, is by catching the attention of investors who believe that the event unveils “a good deal”: two, or four, or ten shares for the price of one. This was probably the key factor driving AAPL share price to $134 from $106 in less than five weeks.</p>\n<p>The morning-after hangover</p>\n<p>Like any good “meme attack”, AAPL share price spike was followed by a sudden pullback.</p>\n<p>After reaching a peak of $134 in early September, the stock dropped below $107 only 12 trading days later. It entered correction territory, defined as a 10%-plus pullback from the peak, in a record four trading days. In fact, Apple was still priced below September 1 levels as recently as a couple of days ago.</p>\n<p>It is probably not a coincidence that Apple’s sharp fall from the top started to unfold within one or two days of the stock split finally being executed, when the “buzz” finally wore off – the telltale sign of a meme stock-like frenzy running its course.</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>When AAPL Traded Like A Meme Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhen AAPL Traded Like A Meme Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 09:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/when-aapl-traded-like-a-meme-stock><strong>thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple is one of the most unlikely meme stock candidates. However, the Apple Maven thinks that AAPL behaved like one in the third quarter of 2020. Here is what happened.\nApple (AAPL) is nothing likea ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/when-aapl-traded-like-a-meme-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/when-aapl-traded-like-a-meme-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104728487","content_text":"Apple is one of the most unlikely meme stock candidates. However, the Apple Maven thinks that AAPL behaved like one in the third quarter of 2020. Here is what happened.\nApple (AAPL) is nothing likea meme stock. The sheer size of the company, trading volume, institutional ownership and multi trillion-dollar market cap make it nearly impossible for a relatively small number of retail traders to sway the stock price in any meaningful way. But there are often exceptions to the rule.\nToday, the Apple Maven goes back to third calendar quarter of 2020 and revisits the few weeks when Apple stock traded like meme: up sharply and quickly, on heavy volume and arguably decoupled from business or macroeconomic fundamentals, followed by a sudden drop from the peak.\nAAPL stock: to the moon!\nApple’s fiscal third quarter, reported in late July 2020, was quite impressive given the COVID-19 disruptions. The company managed to post revenue growth of nearly 11% and EPS of $2.58 that topped consensus by around 50 cents.\nBut, despite the strong performance, it is still not easy to justify what happened to Apple stock in the month or so that followed the earnings release. Between July 31 and September 1, AAPL climbed a staggering 40%, the most in such a short period of time in the past ten years at least.\nNot even the recovery from the bottom of the COVID-19 bear was so fast and so furious. See chart below: a histogram of the one-month returns in Apple stock on any given day over the past decade.\nFigure 2: Distribution of one-month returns in AAPL, past decade.DM Martins Research\nThe roots of the meme attack\nIn my view, there is one key factor that explains the bullish reaction of August 2020. Along with financial results, Apple also announced its first stock split since 2014. One share of AAPL would become four on Monday, August 31. CEO Tim Cook explained the company’s decision:\n\n “We are announcing a four for one split of Apple common stock to make our stock more accessible to a broader base of investors.”\n\nWhile accessibility to retail investors is probably the main reason for splitting a stock, the rationale does not work as well in today’s trading environment. Nearly all major brokerage firms allow for fractional ownership, which means an investor can buy or sell less than one share of Apple stock.\nThe only way that a stock split matters nowadays, in my view, is by catching the attention of investors who believe that the event unveils “a good deal”: two, or four, or ten shares for the price of one. This was probably the key factor driving AAPL share price to $134 from $106 in less than five weeks.\nThe morning-after hangover\nLike any good “meme attack”, AAPL share price spike was followed by a sudden pullback.\nAfter reaching a peak of $134 in early September, the stock dropped below $107 only 12 trading days later. It entered correction territory, defined as a 10%-plus pullback from the peak, in a record four trading days. In fact, Apple was still priced below September 1 levels as recently as a couple of days ago.\nIt is probably not a coincidence that Apple’s sharp fall from the top started to unfold within one or two days of the stock split finally being executed, when the “buzz” finally wore off – the telltale sign of a meme stock-like frenzy running its course.","news_type":1},"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156973229,"gmtCreate":1625192827261,"gmtModify":1703738062448,"author":{"id":"3586418774638628","authorId":"3586418774638628","authorIdStr":"3586418774638628","name":"12345OICAFA","avatar":"https://community-static.tradeup.com/news/466e31b34782800ed166224bb8c64ba6","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586418774638628"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>Averaging down and hodl?","listText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>Averaging down and hodl?","text":"$Meta Materials Inc.(MMAT)$Averaging down and hodl?","images":[{"img":"https://static.tigerbbs.com/caf76b67a0eac2270b261d0b8a2feb06","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/156973229","isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":143601897,"gmtCreate":1625790127019,"gmtModify":1703748511247,"author":{"id":"3586418774638628","authorId":"3586418774638628","authorIdStr":"3586418774638628","name":"12345OICAFA","avatar":"https://community-static.tradeup.com/news/466e31b34782800ed166224bb8c64ba6","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586418774638628"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/143601897","repostId":"1141664359","repostType":4,"repost":{"id":"1141664359","pubTimestamp":1625786702,"share":"https://ttm.financial/m/news/1141664359?lang=&edition=fundamental","pubTime":"2021-07-09 07:25","market":"us","language":"en","title":"Pfizer says it is developing a Covid booster shot to target the highly transmissible delta variant","url":"https://stock-news.laohu8.com/highlight/detail?id=1141664359","media":"CNBC","summary":"KEY POINTS\n\nPfizer and BioNTech announced Thursday they are developing a Covid-19 booster shot inten","content":"<div>\n<p>KEY POINTS\n\nPfizer and BioNTech announced Thursday they are developing a Covid-19 booster shot intended to target the delta variant.\nClinical studies could begin as early as August, subject to ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/08/pfizer-says-it-is-developing-a-covid-booster-shot-to-target-the-highly-transmissible-delta-variant.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Pfizer says it is developing a Covid booster shot to target the highly transmissible delta variant</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\">\nPfizer says it is developing a Covid booster shot to target the highly transmissible delta variant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-09 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/08/pfizer-says-it-is-developing-a-covid-booster-shot-to-target-the-highly-transmissible-delta-variant.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nPfizer and BioNTech announced Thursday they are developing a Covid-19 booster shot intended to target the delta variant.\nClinical studies could begin as early as August, subject to ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/08/pfizer-says-it-is-developing-a-covid-booster-shot-to-target-the-highly-transmissible-delta-variant.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.cnbc.com/2021/07/08/pfizer-says-it-is-developing-a-covid-booster-shot-to-target-the-highly-transmissible-delta-variant.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1141664359","content_text":"KEY POINTS\n\nPfizer and BioNTech announced Thursday they are developing a Covid-19 booster shot intended to target the delta variant.\nClinical studies could begin as early as August, subject to regulatory approvals.\nExecutives from Pfizer and BioNtech have repeatedly said people will likely need a booster shot, or third dose, within 12 months of getting fully vaccinated.\n\nPfizerandBioNTechannounced Thursday they are developing a Covid-19 booster shot intended to target the delta variant as concerns rise about the highly transmissible strain that is already the dominant form of the disease in the United States.\nThe companies said although they believe a third shot of their current two-dose vaccine has the potential to preserve the \"highest levels\" of protection against all currently known variants, including delta, they are \"remaining vigilant\" and developing an updated version of the vaccine.\n“As seen in real world evidence released from the Israel Ministry of Health, vaccine efficacy has declined six months post-vaccination, at the same time that the Delta variant is becoming the dominate variant in the country,” the companies said in a written statement.\n“These findings are consistent with an ongoing analysis from the companies’ Phase 3 study,” they said. “That is why we have said, and we continue to believe that it is likely, based on the totality of the data we have to date, that a third dose may be needed within 6 to 12 months after full vaccination.”\nClinical studies could begin as early as August, subject to regulatory approvals, the companies said.\nThe announcement comes the same day Olympics organizers saidthey are banning all spectatorsfrom the games this year after Japan declared a state of emergency that’s meant to curb a wave of new Covid-19 infections due in part to the delta variant.\nDelta is estimated by the World Health Organization to be about 55% more transmissible than alpha, the variant first found in the United Kingdom that once dominated the U.S. While current evidence shows Pfizer’s is highly effective against delta in preventing severe disease and death, it may not protect as well against mild disease and spreading the disease to others, scientists say.\nOn Monday, Israeli officialsreporteda decrease in the effectiveness of the Pfizer-BioNTech vaccine in preventing infections and symptomatic illness but said it remained highly effective in preventing serious illness.\nIn the U.S, health officials are urging all eligible Americans to get vaccinated as quickly as possible, especially before the fall season when delta isexpected to cause another surge in new coronavirus cases, particularly in places with the lowest vaccination rates.\nThere are about 1,000 counties in the U.S. that have Covid vaccination coverage of less than 30%, mostly located in the Southeast and Midwest, CDC Director Dr. Rochelle Walensky recently said. The agency is already seeing increasing rates of infection in those areas due to the further spread of the delta variant.\nExecutives from Pfizer and BioNtech have repeatedly said people will likely need a booster shot, or third dose, within 12 months of getting fully vaccinated because they expect vaccine-induced immunity to wane over time. They also said it’s likely people will need to get additional shots each year.\nPfizer and BioNTech are developing booster shots and are expected to shortly seek U.S. authorization for a third dose of its vaccine.","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155448218,"gmtCreate":1625450693934,"gmtModify":1703741932012,"author":{"id":"3586418774638628","authorId":"3586418774638628","authorIdStr":"3586418774638628","name":"12345OICAFA","avatar":"https://community-static.tradeup.com/news/466e31b34782800ed166224bb8c64ba6","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586418774638628"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Holding on to you","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Holding on to you","text":"$Tesla Motors(TSLA)$Holding on to you","images":[{"img":"https://static.tigerbbs.com/7c6eab486f85ee3b074003a0a1d757b4","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155448218","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":154761035,"gmtCreate":1625546401827,"gmtModify":1703743450982,"author":{"id":"3586418774638628","authorId":"3586418774638628","authorIdStr":"3586418774638628","name":"12345OICAFA","avatar":"https://community-static.tradeup.com/news/466e31b34782800ed166224bb8c64ba6","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586418774638628"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ORPH\">$Orphazyme A/S(ORPH)$</a>Should I go or should I stay ?","listText":"<a href=\"https://laohu8.com/S/ORPH\">$Orphazyme A/S(ORPH)$</a>Should I go or should I stay ?","text":"$Orphazyme A/S(ORPH)$Should I go or should I stay ?","images":[{"img":"https://static.tigerbbs.com/925195abd07dd0b0bc021351428e8412","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154761035","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":152567121,"gmtCreate":1625315091763,"gmtModify":1703740340855,"author":{"id":"3586418774638628","authorId":"3586418774638628","authorIdStr":"3586418774638628","name":"12345OICAFA","avatar":"https://community-static.tradeup.com/news/466e31b34782800ed166224bb8c64ba6","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586418774638628"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Let’s go BABA ?","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Let’s go BABA ?","text":"$Alibaba(BABA)$Let’s go BABA ?","images":[{"img":"https://static.tigerbbs.com/276c671644df2ed3409fd692b51c7ec7","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152567121","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}