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Yimong
2021-08-07
Never heard of these three companies [Happy]
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Yimong
2021-07-30
$Amazon.com(AMZN)$
[Smug] come back stronger please
Yimong
2021-07-29
Typo in point 1 paragraph 4, “Zoon”. [Surprised]
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Yimong
2021-07-29
$DiDi Global Inc.(DIDI)$
Hmmmm
Yimong
2021-07-29
Evergreen stock ?Good for Long term investment
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Yimong
2021-07-29
Woohooo! Good buy
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Yimong
2021-07-20
Wow Costco!?
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Yimong
2021-07-20
What about Amazon? Hopefully the space project of Jeff don’t fail ?
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Yimong
2021-07-20
$NIO Inc.(NIO)$
What will be the future of EV ?
Yimong
2021-07-12
$NIO Inc.(NIO)$
Come on NIO ?You can do better!
Yimong
2021-07-07
Lol ?
Sorry, the original content has been removed
Yimong
2021-07-07
While Goldman Sach involves in such huge scandal of 1MDB, they can still have their way out and continues like nobody’s business ?♀️
Sorry, the original content has been removed
Yimong
2021-07-07
XPeng Didi - Xiao Peng didi hold their hand together and fall 3% in premarket lol
Sorry, the original content has been removed
Yimong
2021-07-07
Still waiting for a good price to buy in… any suggestions when to buy?
Amazon stock price climbs after Jeff Bezos leaves CEO seat
Yimong
2021-07-01
Looking at the speed of new EV being produced, I can further delay my car licence exam to infinity ♾
Xpeng Motors delivered 6,565 vehicles in June 2021, increasing by 617% YOY
Yimong
2021-06-30
NIO to the moon ?
EV Stocks surged in Monday morning trading
Yimong
2021-06-30
XPeng is like my neighbour XiaoMing’s brother - XiaoPeng ?
Toplines Before US Market Open on Wednesday
Yimong
2021-06-29
One of the legendary three musketeers in the EV sector?
NIO: The Path To A $1 Trillion Valuation
Yimong
2021-06-28
Bought blackberry at $19 ????
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Yimong
2021-06-28
My blackberry ?
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Go to Tiger App to see more news
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[Surprised] ","listText":"Typo in point 1 paragraph 4, “Zoon”. [Surprised] ","text":"Typo in point 1 paragraph 4, “Zoon”. [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808812720","repostId":"2155003319","repostType":4,"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808837140,"gmtCreate":1627568193980,"gmtModify":1703492578838,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>Hmmmm","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>Hmmmm","text":"$DiDi Global Inc.(DIDI)$Hmmmm","images":[{"img":"https://static.tigerbbs.com/6cf23854b9b0725ef39f52c8643283c5","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/808837140","isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558351657965825","authorId":"3558351657965825","name":"响亮锝名字","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"3558351657965825","authorIdStr":"3558351657965825"},"content":"Hmmmm,you lose now","text":"Hmmmm,you lose now","html":"Hmmmm,you lose now"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":808956443,"gmtCreate":1627552818882,"gmtModify":1703492219138,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"Evergreen stock ?Good for Long term investment ","listText":"Evergreen stock ?Good for Long term investment ","text":"Evergreen stock ?Good for Long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808956443","repostId":"2154509912","repostType":2,"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808953487,"gmtCreate":1627552687049,"gmtModify":1703492214904,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"Woohooo! Good buy","listText":"Woohooo! Good buy","text":"Woohooo! Good buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/808953487","repostId":"1108176649","repostType":4,"isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178802063,"gmtCreate":1626794899052,"gmtModify":1703765419449,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"Wow Costco!?","listText":"Wow Costco!?","text":"Wow Costco!?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/178802063","repostId":"1155810329","repostType":4,"isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178149045,"gmtCreate":1626793655387,"gmtModify":1703765385849,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"What about Amazon? Hopefully the space project of Jeff don’t fail ?","listText":"What about Amazon? Hopefully the space project of Jeff don’t fail ?","text":"What about Amazon? Hopefully the space project of Jeff don’t fail ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/178149045","repostId":"2152693458","repostType":4,"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583472745569103","authorId":"3583472745569103","name":"jemk","avatar":"https://static.tigerbbs.com/fbdba9574425992d23307e3b88148357","crmLevel":2,"crmLevelSwitch":0,"idStr":"3583472745569103","authorIdStr":"3583472745569103"},"content":"hopefully it goes well","text":"hopefully it goes well","html":"hopefully it goes well"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178154878,"gmtCreate":1626793526694,"gmtModify":1703765382122,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>What will be the future of EV ?","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>What will be the future of EV ?","text":"$NIO Inc.(NIO)$What will be the future of EV ?","images":[{"img":"https://static.tigerbbs.com/11952a2f0141269ed2784cbf6b8dc1d2","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178154878","isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":146272966,"gmtCreate":1626087097755,"gmtModify":1703753052490,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Come on NIO ?You can do better!","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Come on NIO ?You can do better!","text":"$NIO Inc.(NIO)$Come on NIO ?You can do better!","images":[{"img":"https://static.tigerbbs.com/8d9157e42025addaa7c2d714ff7cd7e8","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/146272966","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571036277019840","authorId":"3571036277019840","name":"joker1","avatar":"https://static.tigerbbs.com/044c5cbfb25d0314e6cab11c03931c62","crmLevel":8,"crmLevelSwitch":0,"idStr":"3571036277019840","authorIdStr":"3571036277019840"},"content":"be careful, the whole ev market is a massive bubble.","text":"be careful, the whole ev market is a massive bubble.","html":"be careful, the whole ev market is a massive bubble."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":140436881,"gmtCreate":1625668301843,"gmtModify":1703746099464,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"Lol ? ","listText":"Lol ? ","text":"Lol ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140436881","repostId":"1105988207","repostType":4,"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140439572,"gmtCreate":1625668222496,"gmtModify":1703746094309,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"While Goldman Sach involves in such huge scandal of 1MDB, they can still have their way out and continues like nobody’s business ?♀️","listText":"While Goldman Sach involves in such huge scandal of 1MDB, they can still have their way out and continues like nobody’s business ?♀️","text":"While Goldman Sach involves in such huge scandal of 1MDB, they can still have their way out and continues like nobody’s business ?♀️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/140439572","repostId":"1194568539","repostType":4,"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":2,"crmLevelSwitch":0,"idStr":"4087475222144080","authorIdStr":"4087475222144080"},"content":"Cash is K I N G","text":"Cash is K I N G","html":"Cash is K I N G"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140493219,"gmtCreate":1625667966031,"gmtModify":1703746081452,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"XPeng Didi - Xiao Peng didi hold their hand together and fall 3% in premarket lol ","listText":"XPeng Didi - Xiao Peng didi hold their hand together and fall 3% in premarket lol ","text":"XPeng Didi - Xiao Peng didi hold their hand together and fall 3% in premarket lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140493219","repostId":"1131738801","repostType":4,"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140575566,"gmtCreate":1625667524055,"gmtModify":1703746060272,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"Still waiting for a good price to buy in… any suggestions when to buy?","listText":"Still waiting for a good price to buy in… any suggestions when to buy?","text":"Still waiting for a good price to buy in… any suggestions when to buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/140575566","repostId":"1129630404","repostType":4,"repost":{"id":"1129630404","pubTimestamp":1625583800,"share":"https://ttm.financial/m/news/1129630404?lang=&edition=fundamental","pubTime":"2021-07-06 23:03","market":"us","language":"en","title":"Amazon stock price climbs after Jeff Bezos leaves CEO seat","url":"https://stock-news.laohu8.com/highlight/detail?id=1129630404","media":"seekingalpha","summary":"Amazon(NASDAQ:AMZN)shares are up 3.3% on the first trading day after former Amazon Web Services head","content":"<ul>\n <li>Amazon(NASDAQ:AMZN)shares are up 3.3% on the first trading day after former Amazon Web Services head Andy Jassytook the CEO seatas Jeff Bezos transitioned to executive chairman.</li>\n <li>Jassy headed AWS since it was founded in 2003 and the cloud platform has remained the frontrunner of the infrastructure as a service public cloud market.</li>\n <li>Last year, AWS revenue totaled $26.2B with a 41% market share, according torecent Gartner data. Second place Microsoft had $12.7B and a 20% share. But Amazon's growth is decelerating, up only 29% on the year in 2020 versus the 49% gain for Microsoft Azure.</li>\n <li>Jassy will have to navigate a series of regulatory hurdles right out of the gate. Amazon is currently facing antitrust probes in Spain and the U.K. and faces a new U.S. FTC chair who previously spoke in favor of breaking up the e-commerce giant, prompting Amazon to ask Lina Khan to be recused from casesinvolving the company.</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon stock price climbs after Jeff Bezos leaves CEO seat</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\">\nAmazon stock price climbs after Jeff Bezos leaves CEO seat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 23:03 GMT+8 <a href=https://seekingalpha.com/news/3712943-amazon-stock-price-climbs-after-jeff-bezos-leaves-ceo-seat><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon(NASDAQ:AMZN)shares are up 3.3% on the first trading day after former Amazon Web Services head Andy Jassytook the CEO seatas Jeff Bezos transitioned to executive chairman.\nJassy headed AWS since...</p>\n\n<a href=\"https://seekingalpha.com/news/3712943-amazon-stock-price-climbs-after-jeff-bezos-leaves-ceo-seat\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/news/3712943-amazon-stock-price-climbs-after-jeff-bezos-leaves-ceo-seat","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1129630404","content_text":"Amazon(NASDAQ:AMZN)shares are up 3.3% on the first trading day after former Amazon Web Services head Andy Jassytook the CEO seatas Jeff Bezos transitioned to executive chairman.\nJassy headed AWS since it was founded in 2003 and the cloud platform has remained the frontrunner of the infrastructure as a service public cloud market.\nLast year, AWS revenue totaled $26.2B with a 41% market share, according torecent Gartner data. Second place Microsoft had $12.7B and a 20% share. But Amazon's growth is decelerating, up only 29% on the year in 2020 versus the 49% gain for Microsoft Azure.\nJassy will have to navigate a series of regulatory hurdles right out of the gate. Amazon is currently facing antitrust probes in Spain and the U.K. and faces a new U.S. FTC chair who previously spoke in favor of breaking up the e-commerce giant, prompting Amazon to ask Lina Khan to be recused from casesinvolving the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158646575,"gmtCreate":1625149029397,"gmtModify":1703737209168,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"Looking at the speed of new EV being produced, I can further delay my car licence exam to infinity ♾","listText":"Looking at the speed of new EV being produced, I can further delay my car licence exam to infinity ♾","text":"Looking at the speed of new EV being produced, I can further delay my car licence exam to infinity ♾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158646575","repostId":"1104567937","repostType":4,"repost":{"id":"1104567937","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625130111,"share":"https://ttm.financial/m/news/1104567937?lang=&edition=fundamental","pubTime":"2021-07-01 17:01","market":"us","language":"en","title":"Xpeng Motors delivered 6,565 vehicles in June 2021, increasing by 617% YOY","url":"https://stock-news.laohu8.com/highlight/detail?id=1104567937","media":"Tiger Newspress","summary":"6,565 vehicles delivered in June 2021, a record month with a 617% increase year-over-year. 17,398 vehicles delivered in 2Q 2021, a record quarter with a 439% increase year-over-year. 4,730 P7s delivered in June 2021, the highest monthly deliveries since the P7’s launch. 30,738 total vehicles delivered year-to-date, a 459% increase year-over-year. XPeng Inc., a leading Chinese smart electric vehicle company, today announced its vehicle delivery results for June 2021 and the second quarter 2021.X","content":"<ul>\n <li><i>6,565 vehicles delivered in June 2021, a record month with a 617% increase year-over-year</i></li>\n <li><i>17,398 vehicles delivered in 2Q 2021, a record quarter with a 439% increase year-over-year</i></li>\n <li><i>4,730 P7s delivered in June 2021, the highest monthly deliveries since the P7’s launch</i></li>\n <li><i>30,738 total vehicles delivered year-to-date, a 459% increase year-over-year</i></li>\n</ul>\n<p>XPeng Inc., a leading Chinese smart electric vehicle (“Smart EV”) company, today announced its vehicle delivery results for June 2021 and the second quarter 2021.</p>\n<p>XPeng recorded its highest-ever monthly deliveries in June of 6,565Smart EVs, representing a 617% increase year-over-year, and a 15% increase over last month. The Company also achieved a quarterly record of 17,398 deliveries in the second quarter 2021, marking a 439% increase year-over-year.</p>\n<p>June deliveries consisted of 4,730 P7s, the Company’s sports smart sedan, and 1,835 G3s, its smart compact SUV. As of June 30, 2021, year-to-date total deliveries reached 30,738 units, representing a 459% increase year-over-year.</p>\n<p>P7 deliveries continued record-breaking growth in June, reflecting the P7’s rising popularity among China’s tech-savvy consumers. Since mid-2020, 34,588 P7s have been delivered. The P7’s Navigation Guided Pilot (NGP) highway solutions are attracting wide customer appeal, reinforcing the Company’s commitment to technology innovation.</p>\n<p>The Company plans to launch the G3i SUV, the new mid-phase facelift version of G3, in July 2021, with deliveries planned for September this year. XPeng also plans to launch its third production model, the P5 family-friendly smart sedan, in the third quarter 2021 with deliveries expected in the fourth quarter 2021. Upon delivery, the P5 will be the world’s first mass-produced Smart EV equipped with auto-grade LiDAR technology.</p>\n<p>Xpeng Motors shares surged 1.7% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/6ba298fc9e19ac78062ee2f0fa764223\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></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>Xpeng Motors delivered 6,565 vehicles in June 2021, increasing by 617% YOY</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXpeng Motors delivered 6,565 vehicles in June 2021, increasing by 617% YOY\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-01 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li><i>6,565 vehicles delivered in June 2021, a record month with a 617% increase year-over-year</i></li>\n <li><i>17,398 vehicles delivered in 2Q 2021, a record quarter with a 439% increase year-over-year</i></li>\n <li><i>4,730 P7s delivered in June 2021, the highest monthly deliveries since the P7’s launch</i></li>\n <li><i>30,738 total vehicles delivered year-to-date, a 459% increase year-over-year</i></li>\n</ul>\n<p>XPeng Inc., a leading Chinese smart electric vehicle (“Smart EV”) company, today announced its vehicle delivery results for June 2021 and the second quarter 2021.</p>\n<p>XPeng recorded its highest-ever monthly deliveries in June of 6,565Smart EVs, representing a 617% increase year-over-year, and a 15% increase over last month. The Company also achieved a quarterly record of 17,398 deliveries in the second quarter 2021, marking a 439% increase year-over-year.</p>\n<p>June deliveries consisted of 4,730 P7s, the Company’s sports smart sedan, and 1,835 G3s, its smart compact SUV. As of June 30, 2021, year-to-date total deliveries reached 30,738 units, representing a 459% increase year-over-year.</p>\n<p>P7 deliveries continued record-breaking growth in June, reflecting the P7’s rising popularity among China’s tech-savvy consumers. Since mid-2020, 34,588 P7s have been delivered. The P7’s Navigation Guided Pilot (NGP) highway solutions are attracting wide customer appeal, reinforcing the Company’s commitment to technology innovation.</p>\n<p>The Company plans to launch the G3i SUV, the new mid-phase facelift version of G3, in July 2021, with deliveries planned for September this year. XPeng also plans to launch its third production model, the P5 family-friendly smart sedan, in the third quarter 2021 with deliveries expected in the fourth quarter 2021. Upon delivery, the P5 will be the world’s first mass-produced Smart EV equipped with auto-grade LiDAR technology.</p>\n<p>Xpeng Motors shares surged 1.7% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/6ba298fc9e19ac78062ee2f0fa764223\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104567937","content_text":"6,565 vehicles delivered in June 2021, a record month with a 617% increase year-over-year\n17,398 vehicles delivered in 2Q 2021, a record quarter with a 439% increase year-over-year\n4,730 P7s delivered in June 2021, the highest monthly deliveries since the P7’s launch\n30,738 total vehicles delivered year-to-date, a 459% increase year-over-year\n\nXPeng Inc., a leading Chinese smart electric vehicle (“Smart EV”) company, today announced its vehicle delivery results for June 2021 and the second quarter 2021.\nXPeng recorded its highest-ever monthly deliveries in June of 6,565Smart EVs, representing a 617% increase year-over-year, and a 15% increase over last month. The Company also achieved a quarterly record of 17,398 deliveries in the second quarter 2021, marking a 439% increase year-over-year.\nJune deliveries consisted of 4,730 P7s, the Company’s sports smart sedan, and 1,835 G3s, its smart compact SUV. As of June 30, 2021, year-to-date total deliveries reached 30,738 units, representing a 459% increase year-over-year.\nP7 deliveries continued record-breaking growth in June, reflecting the P7’s rising popularity among China’s tech-savvy consumers. Since mid-2020, 34,588 P7s have been delivered. The P7’s Navigation Guided Pilot (NGP) highway solutions are attracting wide customer appeal, reinforcing the Company’s commitment to technology innovation.\nThe Company plans to launch the G3i SUV, the new mid-phase facelift version of G3, in July 2021, with deliveries planned for September this year. XPeng also plans to launch its third production model, the P5 family-friendly smart sedan, in the third quarter 2021 with deliveries expected in the fourth quarter 2021. Upon delivery, the P5 will be the world’s first mass-produced Smart EV equipped with auto-grade LiDAR technology.\nXpeng Motors shares surged 1.7% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151042924,"gmtCreate":1625060147568,"gmtModify":1703735071142,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"NIO to the moon ? ","listText":"NIO to the moon ? ","text":"NIO to the moon ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151042924","repostId":"1161791117","repostType":4,"repost":{"id":"1161791117","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624888175,"share":"https://ttm.financial/m/news/1161791117?lang=&edition=fundamental","pubTime":"2021-06-28 21:49","market":"us","language":"en","title":"EV Stocks surged in Monday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1161791117","media":"Tiger Newspress","summary":"EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.","content":"<p>EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.</p>\n<p><img src=\"https://static.tigerbbs.com/9c0daf58150762032dd73960878904cd\" tg-width=\"375\" tg-height=\"361\"></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>EV Stocks surged in Monday morning trading</title>\n<style 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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\">\nEV Stocks surged in Monday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-28 21:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.</p>\n<p><img src=\"https://static.tigerbbs.com/9c0daf58150762032dd73960878904cd\" tg-width=\"375\" tg-height=\"361\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","LI":"理想汽车","XPEV":"小鹏汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161791117","content_text":"EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151040158,"gmtCreate":1625060000474,"gmtModify":1703735062700,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"XPeng is like my neighbour XiaoMing’s brother - XiaoPeng ?","listText":"XPeng is like my neighbour XiaoMing’s brother - XiaoPeng ?","text":"XPeng is like my neighbour XiaoMing’s brother - XiaoPeng ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151040158","repostId":"1195094821","repostType":4,"repost":{"id":"1195094821","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625055197,"share":"https://ttm.financial/m/news/1195094821?lang=&edition=fundamental","pubTime":"2021-06-30 20:13","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1195094821","media":"Tiger Newspress","summary":"Futures tick lower\n\n\nChinese ride-hailing giant Didi Global is set to make its trading debut on the ","content":"<ul>\n <li>Futures tick lower</li>\n</ul>\n<ul>\n <li>Chinese ride-hailing giant Didi Global is set to make its trading debut on the New York Stock Exchange on Wednesday</li>\n</ul>\n<p>U.S. stock index futures edged lower on Wednesday, a day after the S&P 500 and the Nasdaq closed at record levels, as investors awaited private payrolls data for clues on the health of the labor market and subsequent policy support.</p>\n<p>At 8:07 a.m. ET, Dow e-minis were down 16 points, or 0.05%, S&P 500 e-minis were down 1.75 points, or 0.04%, and Nasdaq 100 e-minis were down 2.25 points, or 0.02%.</p>\n<p><img src=\"https://static.tigerbbs.com/b3b9e44b27e0249a2c88f93aed9139bb\" tg-width=\"1080\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Private payrolls increased by 692,000 in June, well above the 550,000 Dow Jones estimate though it fell short of May’s 886,000, according to ADP.</p>\n<p>Shares of Micron Technology, which is expected to post quarterly results after markets close, rose 1.0% as they headed for their fourth straight monthly decline.</p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><b>Virgin Galactic (SPCE) </b>– The space transportation company’s stock dropped 5% in premarket trading, after Bank of America Securities double-downgraded the stock to “underperform” from “buy.” BofA notes the recent spike in the stock after the company received approval to carry passengers into space, and said the premium earned by Virgin Galactic’s leading position is already reflected in the stock price.</p>\n<p><b>Bed Bath & Beyond (BBBY)</b> – The housewares retailer reported quarterly profit of 5 cents per share, missing consensus estimates by 3 cents a share. Revenue came in above analysts’ forecasts. Bed Bath & Beyond predicted better-than-expected current-quarter comparable sales, and raised its full-year revenue outlook. The stock once surged 7.9% in the premarket.</p>\n<p><b>Xpeng (XPEV)</b> – Xpeng will raise $1.8 billion in its Hong Kong initial public offering, according to people with direct knowledge of the matter who spoke to Reuters. The Chinese electric vehicle maker’s U.S. shares fell 1.7% in premarket trading.</p>\n<p><b>MongoDB (MDB)</b> – MongoDB said it would sell 2.5 million class A common shares, seeking to raise $889 million. The database platform provider plans to use the proceeds for general corporate purposes. MongoDB stock lost 4.5% in premarket trading.</p>\n<p><b>Constellation Brands (STZ)</b> – The spirits and beer maker reported quarterly profit of $2.33 per share, matching Wall Street forecasts. Revenue came in slightly above estimates.</p>\n<p><b>General Mills (GIS)</b> – The food producer beat analysts’ estimates by 6 cents a share, with quarterly earnings of 91 cents per share. Revenue was above estimates as well. Organic net sales fell by 6% from a year ago, however, a reflection of the surge in at-home demand as the pandemic was taking hold.</p>\n<p><b>Twitter (TWTR)</b> – Twitter appointed its vice president of global solutions Sarah Personette as chief customer officer. She replaces Matt Derella, who is leaving Twitter after nine years at the company.</p>\n<p><b>Las Vegas Sands (LVS)</b> – Las Vegas Sands rose 1.7% in the premarket following reports that border restrictions between Hong Kong and Macau will loosen in mid-July. Currently, any traveler from Hong Kong to Macau is required to quarantine for 14 days.</p>\n<p><b>Seagate Technology (STX)</b> – Seagate Technology was upgraded to “equal weight” from “underweight” at Barclays. The firm cites an improving market for the hard disk drive maker, particularly in mobile computing.</p>\n<p><b>WideOpenWest (WOW) </b>– The broadband provider’s shares rallied 4.4% in the premarket after it announced a deal to sell five of its service areas in two separate deals for a total of about $1.8 billion.</p>\n<p><b>DR Horton (DHI)</b> – The home builder was named a “top pick” by Goldman Sachs. Goldman notes that stocks in the sector are down about 15% from May highs and feels that DR Horton is best positioned to execute against industry headwinds.</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>Toplines Before US Market Open on Wednesday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-30 20:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Futures tick lower</li>\n</ul>\n<ul>\n <li>Chinese ride-hailing giant Didi Global is set to make its trading debut on the New York Stock Exchange on Wednesday</li>\n</ul>\n<p>U.S. stock index futures edged lower on Wednesday, a day after the S&P 500 and the Nasdaq closed at record levels, as investors awaited private payrolls data for clues on the health of the labor market and subsequent policy support.</p>\n<p>At 8:07 a.m. ET, Dow e-minis were down 16 points, or 0.05%, S&P 500 e-minis were down 1.75 points, or 0.04%, and Nasdaq 100 e-minis were down 2.25 points, or 0.02%.</p>\n<p><img src=\"https://static.tigerbbs.com/b3b9e44b27e0249a2c88f93aed9139bb\" tg-width=\"1080\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Private payrolls increased by 692,000 in June, well above the 550,000 Dow Jones estimate though it fell short of May’s 886,000, according to ADP.</p>\n<p>Shares of Micron Technology, which is expected to post quarterly results after markets close, rose 1.0% as they headed for their fourth straight monthly decline.</p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><b>Virgin Galactic (SPCE) </b>– The space transportation company’s stock dropped 5% in premarket trading, after Bank of America Securities double-downgraded the stock to “underperform” from “buy.” BofA notes the recent spike in the stock after the company received approval to carry passengers into space, and said the premium earned by Virgin Galactic’s leading position is already reflected in the stock price.</p>\n<p><b>Bed Bath & Beyond (BBBY)</b> – The housewares retailer reported quarterly profit of 5 cents per share, missing consensus estimates by 3 cents a share. Revenue came in above analysts’ forecasts. Bed Bath & Beyond predicted better-than-expected current-quarter comparable sales, and raised its full-year revenue outlook. The stock once surged 7.9% in the premarket.</p>\n<p><b>Xpeng (XPEV)</b> – Xpeng will raise $1.8 billion in its Hong Kong initial public offering, according to people with direct knowledge of the matter who spoke to Reuters. The Chinese electric vehicle maker’s U.S. shares fell 1.7% in premarket trading.</p>\n<p><b>MongoDB (MDB)</b> – MongoDB said it would sell 2.5 million class A common shares, seeking to raise $889 million. The database platform provider plans to use the proceeds for general corporate purposes. MongoDB stock lost 4.5% in premarket trading.</p>\n<p><b>Constellation Brands (STZ)</b> – The spirits and beer maker reported quarterly profit of $2.33 per share, matching Wall Street forecasts. Revenue came in slightly above estimates.</p>\n<p><b>General Mills (GIS)</b> – The food producer beat analysts’ estimates by 6 cents a share, with quarterly earnings of 91 cents per share. Revenue was above estimates as well. Organic net sales fell by 6% from a year ago, however, a reflection of the surge in at-home demand as the pandemic was taking hold.</p>\n<p><b>Twitter (TWTR)</b> – Twitter appointed its vice president of global solutions Sarah Personette as chief customer officer. She replaces Matt Derella, who is leaving Twitter after nine years at the company.</p>\n<p><b>Las Vegas Sands (LVS)</b> – Las Vegas Sands rose 1.7% in the premarket following reports that border restrictions between Hong Kong and Macau will loosen in mid-July. Currently, any traveler from Hong Kong to Macau is required to quarantine for 14 days.</p>\n<p><b>Seagate Technology (STX)</b> – Seagate Technology was upgraded to “equal weight” from “underweight” at Barclays. The firm cites an improving market for the hard disk drive maker, particularly in mobile computing.</p>\n<p><b>WideOpenWest (WOW) </b>– The broadband provider’s shares rallied 4.4% in the premarket after it announced a deal to sell five of its service areas in two separate deals for a total of about $1.8 billion.</p>\n<p><b>DR Horton (DHI)</b> – The home builder was named a “top pick” by Goldman Sachs. Goldman notes that stocks in the sector are down about 15% from May highs and feels that DR Horton is best positioned to execute against industry headwinds.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","XPEV":"小鹏汽车",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPCE":"维珍银河","BBBY":"3B家居","MRIN":"Marin Software Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195094821","content_text":"Futures tick lower\n\n\nChinese ride-hailing giant Didi Global is set to make its trading debut on the New York Stock Exchange on Wednesday\n\nU.S. stock index futures edged lower on Wednesday, a day after the S&P 500 and the Nasdaq closed at record levels, as investors awaited private payrolls data for clues on the health of the labor market and subsequent policy support.\nAt 8:07 a.m. ET, Dow e-minis were down 16 points, or 0.05%, S&P 500 e-minis were down 1.75 points, or 0.04%, and Nasdaq 100 e-minis were down 2.25 points, or 0.02%.\n\nPrivate payrolls increased by 692,000 in June, well above the 550,000 Dow Jones estimate though it fell short of May’s 886,000, according to ADP.\nShares of Micron Technology, which is expected to post quarterly results after markets close, rose 1.0% as they headed for their fourth straight monthly decline.\nStocks making the biggest moves in the premarket:\nVirgin Galactic (SPCE) – The space transportation company’s stock dropped 5% in premarket trading, after Bank of America Securities double-downgraded the stock to “underperform” from “buy.” BofA notes the recent spike in the stock after the company received approval to carry passengers into space, and said the premium earned by Virgin Galactic’s leading position is already reflected in the stock price.\nBed Bath & Beyond (BBBY) – The housewares retailer reported quarterly profit of 5 cents per share, missing consensus estimates by 3 cents a share. Revenue came in above analysts’ forecasts. Bed Bath & Beyond predicted better-than-expected current-quarter comparable sales, and raised its full-year revenue outlook. The stock once surged 7.9% in the premarket.\nXpeng (XPEV) – Xpeng will raise $1.8 billion in its Hong Kong initial public offering, according to people with direct knowledge of the matter who spoke to Reuters. The Chinese electric vehicle maker’s U.S. shares fell 1.7% in premarket trading.\nMongoDB (MDB) – MongoDB said it would sell 2.5 million class A common shares, seeking to raise $889 million. The database platform provider plans to use the proceeds for general corporate purposes. MongoDB stock lost 4.5% in premarket trading.\nConstellation Brands (STZ) – The spirits and beer maker reported quarterly profit of $2.33 per share, matching Wall Street forecasts. Revenue came in slightly above estimates.\nGeneral Mills (GIS) – The food producer beat analysts’ estimates by 6 cents a share, with quarterly earnings of 91 cents per share. Revenue was above estimates as well. Organic net sales fell by 6% from a year ago, however, a reflection of the surge in at-home demand as the pandemic was taking hold.\nTwitter (TWTR) – Twitter appointed its vice president of global solutions Sarah Personette as chief customer officer. She replaces Matt Derella, who is leaving Twitter after nine years at the company.\nLas Vegas Sands (LVS) – Las Vegas Sands rose 1.7% in the premarket following reports that border restrictions between Hong Kong and Macau will loosen in mid-July. Currently, any traveler from Hong Kong to Macau is required to quarantine for 14 days.\nSeagate Technology (STX) – Seagate Technology was upgraded to “equal weight” from “underweight” at Barclays. The firm cites an improving market for the hard disk drive maker, particularly in mobile computing.\nWideOpenWest (WOW) – The broadband provider’s shares rallied 4.4% in the premarket after it announced a deal to sell five of its service areas in two separate deals for a total of about $1.8 billion.\nDR Horton (DHI) – The home builder was named a “top pick” by Goldman Sachs. Goldman notes that stocks in the sector are down about 15% from May highs and feels that DR Horton is best positioned to execute against industry headwinds.","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159420444,"gmtCreate":1624977421188,"gmtModify":1703849353193,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"One of the legendary three musketeers in the EV sector?","listText":"One of the legendary three musketeers in the EV sector?","text":"One of the legendary three musketeers in the EV sector?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/159420444","repostId":"1124372919","repostType":4,"repost":{"id":"1124372919","pubTimestamp":1624869783,"share":"https://ttm.financial/m/news/1124372919?lang=&edition=fundamental","pubTime":"2021-06-28 16:43","market":"us","language":"en","title":"NIO: The Path To A $1 Trillion Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1124372919","media":"seekingalpha","summary":"NIO is known by many as a large cap Chinese electric vehicle company.However, it is actually much more than that and possesses several key competitive advantages.We discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.NIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\". Given that the mobility industry is becoming increasingly software-driven,","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is known by many as a large cap Chinese electric vehicle company.</li>\n <li>However, it is actually much more than that and possesses several key competitive advantages.</li>\n <li>We discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17cdcfe41a4b886c29dad01d4512e84e\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Lintao Zhang/Getty Images News</span></p>\n<p>Similar to how we analyzed Palantir(NYSE:PLTR)in our recent piece<i>Palantir: The Path To A $1 Trillion Valuation</i>, NIO Inc.(NYSE:NIO)is unique in that it is already a large cap stock, but has a massive growth runway that could quite conceivably make it a mega-cap stock and eventually even approach a valuation of $1 Trillion. Here are five reasons why it could successfully achieve that valuation:</p>\n<p><b>#1. \"Gas Station\" Of The Future</b></p>\n<p>NIO is a major designer and manufacturer of high-tech electric vehicles in China and as a result competes with the likes of Tesla(NASDAQ:TSLA)in innovative technologies like connectivity, batteries, autonomous mobility, and artificial intelligence.</p>\n<p>NIO's status as an emerging leader in these innovative technologies is perhaps the biggest reason to believe that they could become a multi-bagger from today's already lofty valuation and become a true mega cap.</p>\n<p>For example, its Battery-as-a-Service (BaaS) potential is immense. The company has already begun building out the infrastructure for this business through its recent partnership with Sinopec(NYSE:SHI)through which they aspire to create a 5,000 battery swap station network by 2024. This will give NIO a decisive network advantage in this space just as it begins to really take off in the world's largest electric vehicle market, enabling it to form partnerships with other automakers in the country and drive strong revenue growth from this business alone. Essentially, this would make NIO the number one \"gas station\" company in China as the country and world enter the age of electrification.</p>\n<p>Given that they possess hundreds of patents in battery swap technology, NIO seems to already have the intellectual property moat necessary to transform this potential into reality. It appears to be merely a matter of time for them to implement and scale now.</p>\n<p><b>#2. Autonomous Mobility & AI Technology</b></p>\n<p>NIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\"</p>\n<p>Given that the mobility industry is becoming increasingly software-driven, its intellectual property portfolio here is important as well. Even more important, though, is its competitive positioning to emerge as a long-term leader in the electric vehicle space in China, not only because of the vehicle sales potential it offers, but much more importantly because it is the largest source of consumer data in the world. As a result, NIO will have access to a vast amount of data with which it can improve its A.I. and build one of the best mobility software platforms in the world.</p>\n<p><b>#3. Government Support</b></p>\n<p>Another big reason to believe in NIO's long-term potential stems from the simple fact that it is a leading local company in China in high-priority technology fields. As a result, it will likely enjoy significant support from the Chinese government so that it can serve as a vehicle whereby China can advance its goals towards becoming the pre-eminent global technological superpower.</p>\n<p>This principle has already played out several times to NIO's benefit.</p>\n<p>For example, the government recently gave NIO a RMB7 billion (US$1b) bailout to give it the cash it needed to sustain and scale operations.</p>\n<p>Additionally, government-owned auto manufacturer - Anhui Jianghuai Automobile Group Corp - has also assisted NIO by providing it with manufacturing services, enabling it to scale with minimal additional capital investment.</p>\n<p>Perhaps the most glaring example of this was how the Chinese state media recently successfully harmed the reputation of TSLA - NIO's top foreign rival - to the point where the Elon Musk-led company had to issue an apology.</p>\n<p>Furthermore, the Chinese government is making a major push to transition the automotive market towards electric vehicles in an effort to battle its huge pollution problem. It is achieving these aims by offering purchase rebates and tax exemptions for the industry, while also placing restrictions on new gasoline and diesel powered vehicle permits.</p>\n<p><b>#4. Global Expansion</b></p>\n<p>NIO is also poised to begin expanding its sales into global markets, beginning with Norway. Not only will the company be selling its cars there, but it will be building out local physical and digital infrastructure to create a high quality user-friendly ecosystem to add value to its brand and bolster its competitive positioning. Once it has built significant scale in Norway, it will then have a greater position of strength from which to infiltrate the rest of the European market. Given the geopolitical tensions with the United States at the moment as well as Tesla's dominance in the U.S. electric vehicle market, Europe seems like a much more logical choice to begin global expansion.</p>\n<p><b>#5. Crunching The Numbers</b></p>\n<p>Electric Vehicle sales are already growing exponentially - especially in China - and we expect that number to explode much higher in the years to come.</p>\n<p><img src=\"https://static.tigerbbs.com/00cdeb70c618caeddbbd16df936194ad\" tg-width=\"960\" tg-height=\"572\"></p>\n<p>In fact, while just barely over 1.2 million electric vehicles were sold worldwide in 2017,Bloomberg New Energy Finance expects that number to soar to 60 million by 2040. Not only that, but battery and battery charging infrastructure demand will soar as well.</p>\n<p>If NIO can seize on its early leadership in China in both the electric vehicle and battery charging infrastructure businesses and also successfully scale its business internationally, there is certainly room for it to achieve a $1 trillion valuation by 2040. For example, its gross margin is expected to be nearly 20% in 2021 and 2022. TSLA's gross, meanwhile, is around 23% and its net margin is roughly half of that, or ~11.5%.</p>\n<p>NIO's BaaS business should also be higher margin given that it could be entirely automated and the actual real estate could be leased instead of owned in order to free up capital for higher return investment elsewhere. With continued scaling in both businesses and overall positive trends in the business with reduced costs across the board through automation and enhanced data analytics, we think gross margins of 25% and net margins of 15% by 2040 are entirely feasible.</p>\n<p>If NIO were to grab just 7.5% of the global EV market (TSLA's is currently 11%) by 2040, it would be selling ~4.5 million cars per year. We think this share is actually very feasible when you consider that the majority of electric vehicle sales are expected to be in China and that NIO has an inside track on that market given the support it is receiving from the government.</p>\n<p>If the average sale were for $40,000 per electric vehicle, its profit would be ~$6,000 per vehicle, translating to $27 billion in annual profit from auto sales alone. At a 30x price-to-earnings multiple, that would put the automotive business at a $810 billion valuation.</p>\n<p>Meanwhile, its BaaS business could likely generate $150 in profits per year per vehicle in its sphere in China. By 2030,it is estimated that there will be 50 million electric vehicles on the road in China and that EVs will account for 40% of total auto sales. A very conservative estimate is that the number of EVs on the road in China will double to 100 million by 2040. If NIO's BaaS business serves 20% of the electric vehicles in China by 2040, that would equate to an additional $3+ billion in annual net income. Once again applying a 30x price-to-earnings multiple, that would equate to roughly another $100 billion in market valuation.</p>\n<p>Meanwhile, the potential for using its data and autonomous vehicle technology as well as vast BaaS infrastructure to launch an autonomous taxi business network is also immense. While it is hard to know exactly what sort of value this would command as it is hard to project how it would be regulated by the Chinese government and how well consumers would adopt it, it is not a stretch that NIO's scale and capabilities by this point in such a potentially massive market as is offered in China would put the valuation for this business at $100 billion.</p>\n<p>Combining all three businesses gets us to a $1 trillion total valuation under a bullish, but not entirely implausible scenario.</p>\n<p><b>Risk Analysis</b></p>\n<p>While the path to $1 trillion certainly looks viable, there are numerous risks to consider along the way.</p>\n<p>First and foremost, NIO faces a lot of competition from both foreign and domestic companies. TSLA has a large presence in China and overseas and sports a premium brand to go along with an extremely driven and innovative CEO and engineering team. While the Chinese government has helped NIO some already with surviving the TSLA threat, it is unknown the depths that it will have to and be willing to go to continue giving NIO a boost to sustain its competitive standing in its domestic market.</p>\n<p>Of course, NIO also faces competitive pressures from fellow Chinese electric vehicle manufacturers including Baidu(NASDAQ:BIDU), which already has a partnership with a government-owned automaker (BAIC Group) to put 1,000 driverless cars on the roads over the next 3 years as a prelude to establishing an autonomous taxi service in China. Facing off against fellow major domestic players who also have government backing poses another threat to NIO because it means that it cannot solely rely on government assistance to survive and thrive.</p>\n<p>On that same note, it also increases the political risk for NIO. Given that it is not the only horse that China is betting on in the mobility space, if their leadership were to run afoul of the Chinese Communist Party and/or they were to simply lag behind in performance, they could quickly be \"dropped\" by the government and the business could fall into a downward spiral. If Alibaba(NYSE:BABA) could face this, NIO certainly could too. If nothing else, the Chinese government could easily seize some or all of NIO's physical or intellectual property for state use, depriving NIO shareholders of much of their equity value.</p>\n<p>Furthermore, expanding overseas could also be complicated by the fact that China is currently dealing with growing geopolitical tensions with other Asia-Pacific nations, Europe, and the United States. As a result, trade barriers may go up, especially in such high-priority technologies as mobility and autonomous technology. The U.S., Europe, Japan, Korea, and even India have well-established automobile industries and if they feel threatened by a Chinese competitor, they may well decide to throw up barriers to entry in their markets.</p>\n<p>Of course, as the China hustle pointed out, many Chinese companies have a troubling track record of fudging accounting numbers. As a result, investors should always view Chinese company - to include NIO's - financial numbers with a healthy dose of skepticism. While it is very possible - if not likely - that NIO's numbers are completely accurate, it is still a risk that needs to be considered.</p>\n<p>Last, but not least, NIO is currently priced quite expensively as it is still running up massive losses and trades at 71 times expected 2021 gross income. Therefore, the range of potential future outcomes is quite wide and investors could very well be dramatically overpaying by purchasing at today's prices. It should be viewed as a highly speculative investment accordingly.</p>\n<p><b>Investor Takeaway</b></p>\n<p>NIO is currently struggling to turn a profit and has had to be bailed out by the Chinese government. At the same time, its valuation is sky-high. While this might steer many investors away and the stock is indeed a very speculative investment, there is also a plausible path for the company to become a $1 trillion mega cap by 2040 and generate attractive long-term returns for investors as a result.</p>\n<p>While not for the faint of heart and certainly not without risks, NIO could continue on its path towards becoming one of the world's pre-eminent mobility companies.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: The Path To A $1 Trillion Valuation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: The Path To A $1 Trillion Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 16:43 GMT+8 <a href=https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is known by many as a large cap Chinese electric vehicle company.\nHowever, it is actually much more than that and possesses several key competitive advantages.\nWe discuss how these ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124372919","content_text":"Summary\n\nNIO is known by many as a large cap Chinese electric vehicle company.\nHowever, it is actually much more than that and possesses several key competitive advantages.\nWe discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.\n\nLintao Zhang/Getty Images News\nSimilar to how we analyzed Palantir(NYSE:PLTR)in our recent piecePalantir: The Path To A $1 Trillion Valuation, NIO Inc.(NYSE:NIO)is unique in that it is already a large cap stock, but has a massive growth runway that could quite conceivably make it a mega-cap stock and eventually even approach a valuation of $1 Trillion. Here are five reasons why it could successfully achieve that valuation:\n#1. \"Gas Station\" Of The Future\nNIO is a major designer and manufacturer of high-tech electric vehicles in China and as a result competes with the likes of Tesla(NASDAQ:TSLA)in innovative technologies like connectivity, batteries, autonomous mobility, and artificial intelligence.\nNIO's status as an emerging leader in these innovative technologies is perhaps the biggest reason to believe that they could become a multi-bagger from today's already lofty valuation and become a true mega cap.\nFor example, its Battery-as-a-Service (BaaS) potential is immense. The company has already begun building out the infrastructure for this business through its recent partnership with Sinopec(NYSE:SHI)through which they aspire to create a 5,000 battery swap station network by 2024. This will give NIO a decisive network advantage in this space just as it begins to really take off in the world's largest electric vehicle market, enabling it to form partnerships with other automakers in the country and drive strong revenue growth from this business alone. Essentially, this would make NIO the number one \"gas station\" company in China as the country and world enter the age of electrification.\nGiven that they possess hundreds of patents in battery swap technology, NIO seems to already have the intellectual property moat necessary to transform this potential into reality. It appears to be merely a matter of time for them to implement and scale now.\n#2. Autonomous Mobility & AI Technology\nNIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\"\nGiven that the mobility industry is becoming increasingly software-driven, its intellectual property portfolio here is important as well. Even more important, though, is its competitive positioning to emerge as a long-term leader in the electric vehicle space in China, not only because of the vehicle sales potential it offers, but much more importantly because it is the largest source of consumer data in the world. As a result, NIO will have access to a vast amount of data with which it can improve its A.I. and build one of the best mobility software platforms in the world.\n#3. Government Support\nAnother big reason to believe in NIO's long-term potential stems from the simple fact that it is a leading local company in China in high-priority technology fields. As a result, it will likely enjoy significant support from the Chinese government so that it can serve as a vehicle whereby China can advance its goals towards becoming the pre-eminent global technological superpower.\nThis principle has already played out several times to NIO's benefit.\nFor example, the government recently gave NIO a RMB7 billion (US$1b) bailout to give it the cash it needed to sustain and scale operations.\nAdditionally, government-owned auto manufacturer - Anhui Jianghuai Automobile Group Corp - has also assisted NIO by providing it with manufacturing services, enabling it to scale with minimal additional capital investment.\nPerhaps the most glaring example of this was how the Chinese state media recently successfully harmed the reputation of TSLA - NIO's top foreign rival - to the point where the Elon Musk-led company had to issue an apology.\nFurthermore, the Chinese government is making a major push to transition the automotive market towards electric vehicles in an effort to battle its huge pollution problem. It is achieving these aims by offering purchase rebates and tax exemptions for the industry, while also placing restrictions on new gasoline and diesel powered vehicle permits.\n#4. Global Expansion\nNIO is also poised to begin expanding its sales into global markets, beginning with Norway. Not only will the company be selling its cars there, but it will be building out local physical and digital infrastructure to create a high quality user-friendly ecosystem to add value to its brand and bolster its competitive positioning. Once it has built significant scale in Norway, it will then have a greater position of strength from which to infiltrate the rest of the European market. Given the geopolitical tensions with the United States at the moment as well as Tesla's dominance in the U.S. electric vehicle market, Europe seems like a much more logical choice to begin global expansion.\n#5. Crunching The Numbers\nElectric Vehicle sales are already growing exponentially - especially in China - and we expect that number to explode much higher in the years to come.\n\nIn fact, while just barely over 1.2 million electric vehicles were sold worldwide in 2017,Bloomberg New Energy Finance expects that number to soar to 60 million by 2040. Not only that, but battery and battery charging infrastructure demand will soar as well.\nIf NIO can seize on its early leadership in China in both the electric vehicle and battery charging infrastructure businesses and also successfully scale its business internationally, there is certainly room for it to achieve a $1 trillion valuation by 2040. For example, its gross margin is expected to be nearly 20% in 2021 and 2022. TSLA's gross, meanwhile, is around 23% and its net margin is roughly half of that, or ~11.5%.\nNIO's BaaS business should also be higher margin given that it could be entirely automated and the actual real estate could be leased instead of owned in order to free up capital for higher return investment elsewhere. With continued scaling in both businesses and overall positive trends in the business with reduced costs across the board through automation and enhanced data analytics, we think gross margins of 25% and net margins of 15% by 2040 are entirely feasible.\nIf NIO were to grab just 7.5% of the global EV market (TSLA's is currently 11%) by 2040, it would be selling ~4.5 million cars per year. We think this share is actually very feasible when you consider that the majority of electric vehicle sales are expected to be in China and that NIO has an inside track on that market given the support it is receiving from the government.\nIf the average sale were for $40,000 per electric vehicle, its profit would be ~$6,000 per vehicle, translating to $27 billion in annual profit from auto sales alone. At a 30x price-to-earnings multiple, that would put the automotive business at a $810 billion valuation.\nMeanwhile, its BaaS business could likely generate $150 in profits per year per vehicle in its sphere in China. By 2030,it is estimated that there will be 50 million electric vehicles on the road in China and that EVs will account for 40% of total auto sales. A very conservative estimate is that the number of EVs on the road in China will double to 100 million by 2040. If NIO's BaaS business serves 20% of the electric vehicles in China by 2040, that would equate to an additional $3+ billion in annual net income. Once again applying a 30x price-to-earnings multiple, that would equate to roughly another $100 billion in market valuation.\nMeanwhile, the potential for using its data and autonomous vehicle technology as well as vast BaaS infrastructure to launch an autonomous taxi business network is also immense. While it is hard to know exactly what sort of value this would command as it is hard to project how it would be regulated by the Chinese government and how well consumers would adopt it, it is not a stretch that NIO's scale and capabilities by this point in such a potentially massive market as is offered in China would put the valuation for this business at $100 billion.\nCombining all three businesses gets us to a $1 trillion total valuation under a bullish, but not entirely implausible scenario.\nRisk Analysis\nWhile the path to $1 trillion certainly looks viable, there are numerous risks to consider along the way.\nFirst and foremost, NIO faces a lot of competition from both foreign and domestic companies. TSLA has a large presence in China and overseas and sports a premium brand to go along with an extremely driven and innovative CEO and engineering team. While the Chinese government has helped NIO some already with surviving the TSLA threat, it is unknown the depths that it will have to and be willing to go to continue giving NIO a boost to sustain its competitive standing in its domestic market.\nOf course, NIO also faces competitive pressures from fellow Chinese electric vehicle manufacturers including Baidu(NASDAQ:BIDU), which already has a partnership with a government-owned automaker (BAIC Group) to put 1,000 driverless cars on the roads over the next 3 years as a prelude to establishing an autonomous taxi service in China. Facing off against fellow major domestic players who also have government backing poses another threat to NIO because it means that it cannot solely rely on government assistance to survive and thrive.\nOn that same note, it also increases the political risk for NIO. Given that it is not the only horse that China is betting on in the mobility space, if their leadership were to run afoul of the Chinese Communist Party and/or they were to simply lag behind in performance, they could quickly be \"dropped\" by the government and the business could fall into a downward spiral. If Alibaba(NYSE:BABA) could face this, NIO certainly could too. If nothing else, the Chinese government could easily seize some or all of NIO's physical or intellectual property for state use, depriving NIO shareholders of much of their equity value.\nFurthermore, expanding overseas could also be complicated by the fact that China is currently dealing with growing geopolitical tensions with other Asia-Pacific nations, Europe, and the United States. As a result, trade barriers may go up, especially in such high-priority technologies as mobility and autonomous technology. The U.S., Europe, Japan, Korea, and even India have well-established automobile industries and if they feel threatened by a Chinese competitor, they may well decide to throw up barriers to entry in their markets.\nOf course, as the China hustle pointed out, many Chinese companies have a troubling track record of fudging accounting numbers. As a result, investors should always view Chinese company - to include NIO's - financial numbers with a healthy dose of skepticism. While it is very possible - if not likely - that NIO's numbers are completely accurate, it is still a risk that needs to be considered.\nLast, but not least, NIO is currently priced quite expensively as it is still running up massive losses and trades at 71 times expected 2021 gross income. Therefore, the range of potential future outcomes is quite wide and investors could very well be dramatically overpaying by purchasing at today's prices. It should be viewed as a highly speculative investment accordingly.\nInvestor Takeaway\nNIO is currently struggling to turn a profit and has had to be bailed out by the Chinese government. At the same time, its valuation is sky-high. While this might steer many investors away and the stock is indeed a very speculative investment, there is also a plausible path for the company to become a $1 trillion mega cap by 2040 and generate attractive long-term returns for investors as a result.\nWhile not for the faint of heart and certainly not without risks, NIO could continue on its path towards becoming one of the world's pre-eminent mobility companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150126537,"gmtCreate":1624890358929,"gmtModify":1703847231385,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"Bought blackberry at $19 ????","listText":"Bought blackberry at $19 ????","text":"Bought blackberry at $19 ????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/150126537","repostId":"1148481357","repostType":4,"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150128346,"gmtCreate":1624890327685,"gmtModify":1703847229245,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"My blackberry ?","listText":"My blackberry ?","text":"My blackberry ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150128346","repostId":"1148481357","repostType":4,"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":125390782,"gmtCreate":1624647346946,"gmtModify":1703842763569,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"Will there be any chance Singapore also produce its very own EV?","listText":"Will there be any chance Singapore also produce its very own EV?","text":"Will there be any chance Singapore also produce its very own EV?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/125390782","repostId":"1198714523","repostType":2,"repost":{"id":"1198714523","pubTimestamp":1624611463,"share":"https://ttm.financial/m/news/1198714523?lang=&edition=fundamental","pubTime":"2021-06-25 16:57","market":"us","language":"en","title":"NIO Still Has Significant Upside Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1198714523","media":"seekingalpha","summary":"Tesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to Amazon in e-commerce.Still, one could argue that much if not all of those growth opportunities have been priced into the stock - which some havecalled the EV bubble. This, indeed, led me to review my position in NIO. Upon review, while there could certainly be downside, one could also argue that NIO is following a similar trajectory as Tesla .Tes","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is already well over a 10-bagger.</li>\n <li>Tesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to Amazon in e-commerce.</li>\n <li>There are many EV competitors, but NIO has a proven track record of growth and innovation with international expansion, ADAS, autonomous driving and ADaaS, and battery swapping and BaaS.</li>\n</ul>\n<p><b>Investment Thesis</b></p>\n<p>NIO(NYSE:NIO)was far from the largest holding in my portfolio, but has grown well over 10x since the midst of its funding issues in late 2019. This was driven by a strong post-COVID-19 rebound and further growth of its EV sales. Further optionality was introduced with capacity expansion, the new, innovative BaaS business model, and potential international expansion to Europe.</p>\n<p>Still, one could argue that much if not all of those growth opportunities have been priced into the stock - which some havecalled the EV bubble. This, indeed, led me to review my position in NIO. Upon review, while there could certainly be downside, one could also argue that NIO is following a similar trajectory as Tesla (TSLA).</p>\n<p>Tesla stock had a similar success in 2020, which was capped off by its introduction in the S&P 500. This arguably supports the view that EVs are, in fact, not a bubble. NIO, in that regard, should be regarded as the Chinese Tesla, and hence poised for further growth. China is also poised to become the silicon valley of EVs and also has supportive regulation towards autonomous driving.</p>\n<p>Nevertheless, there are many competitors in EVs, not the least in China as well (also from Tesla). However, NIO is still one of the leading start-ups positioned to capitalize on this opportunity, with its proven track record of innovation and growth.</p>\n<p><b>Automotive disruption</b></p>\n<p>The automotive industry is undergoing major changes. The first major trend is towards energy sustainability. This has fueled the growth of EVs. Secondly, there is a strong economic incentive towards autonomous driving (called the \"passenger economy\"), which will further revolutionize transportation.</p>\n<p>This means this industry is open for disruption. This is indeed already unfolding, as can be seen in the trajectory of Tesla through the last decade, as one of the hallmarks of this.</p>\n<p>Even though it is an old, capital intensive business, Tesla proves that investors are willing to pay up to be part of this revolution. As noted, Tesla capped this off by its S&P 500 inclusion and 500k deliveries in 2020, with continued strong growth at scale into 2021.</p>\n<p>In short, even though it could be seen as an old business, there is a large, greenfield opportunity in the drive towards electric, autonomous transportation. Hence, to be leading this disruption requires innovation.</p>\n<p><b>NIO: Chinese Tesla</b></p>\n<p>This opportunity is arguably so large that there does not necessarily have to be a winner-takes-all. Automotive is such a large market that it could be likened to e-commerce, for example. Amazon (AMZN) has been one of the largest beneficiaries of this secular growth trend. However, there are many others who have achieved a large scale and valuation growth, including Alibaba (BABA) and MercadoLibre (MELI).</p>\n<p>To that end, NIO is positioned to become in EVs and AVs what Alibaba is to Amazon in e-commerce: the Chinese Tesla.</p>\n<p>NIO is a relatively young start-up, founded on the same premise of being a pure play EV automotive company, while also investing to be at forefront of ADAS and autonomous driving. It had a strong partnership with Mobileye. It was the first adopter of the former's EyeQ4 chip in 2018. NIO was also announced to be the first adopter of Mobileye's self-driving system, in 2022. This would likely be several years ahead of others, as Mobileye is targeting a 2025 introduction of (a broader introduction of) consumer AVs.</p>\n<p>It is, however, not entirely sure if (and perhaps even unlikely that) this Mobileye-powered autonomous vehicle will still launch, as going forward NIO is continuing with Nvidia (NVDA) hardware and developing its own software. In any case, NIO's timeline is unchanged, although it is not sure if NIO's own software will be as capable as Mobileye's. I previously covered this aspect of NIO here:NIO Stock: Autonomous Driving Too Good To Be True.</p>\n<p>In any case, NIO will bring another first to market with its Autonomous Driving-as-a-Service model or ADaaS. This will provide customer access to its autonomous driving capabilities through a monthly subscription.</p>\n<p>While there had been some funding issues and a slowdown in the midst of COVID-19, the image below shows that growth returned quickly. More recently, there have been issues due to the chip shortage, but those are obviously quite similar for the whole industry.</p>\n<p><img src=\"https://static.tigerbbs.com/1373049969409b7fa8a90c380b6204e0\" tg-width=\"570\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p>\n<p>NIO's track record of growth and innovation is further completed by its introduction of the BaaS business model and plans for international expansion to Europe in 2021.</p>\n<p>BaaS or Battery-as-a-Service means that the EV is bought without the battery, which reduces the upfront price. The battery is then acquired separately through a subscription. BaaS was introduced in the second half of 2020 and quickly achieved a significant uptake of ~40%. BaaS also further complements NIO's previous innovation of battery swapping.</p>\n<p>Hence, this shows NIO is a leading innovator in the Chinese EV market, while investing to also lead the second, autonomous inflection. This is also a major market, as China is targeting a 25% EV market share by 2025. It could quickly become the silicon valley of EVs and even AVs. NIO's international ambition further underlines its leading position.</p>\n<p><b>Valuation</b></p>\n<p>Some have called EVs a bubble. Both Tesla and NIO stock were on the order of a 10-bagger in 2020. In the comments below many articles, Tesla's valuation and deliveries are compared to the traditional OEMs. Supposedly this should show the large discrepancy in valuation.</p>\n<p>Nevertheless, arguably this is not a bubble as the transition to EVs and subsequently AVs marks a major inflection. This means it is a large, largely greenfield growth opportunity. Hence, investors are willing to pay for this growth by investing in the companies who are leading. Moreover, EVs and AVs are also much closer aligned to tech investing, where higher valuations are more common.</p>\n<p>This is, of course, in spite of automotive being notorious for its capital intensity. NIO for its part (partly) solves this by not producing its vehicles itself, but partnering for manufacturing.</p>\n<p>There are other examples in tech where those who are seen as growth companies are rewarded with incredible valuations. For example, Nvidia has achieved almost 2x the valuation of Intel (INTC), despite over 3x lower revenue. TSMC (TSM) has over 2x the valuation of Intel despite almost 2x lower revenue. Of course, Nvidia and TSMC are growing faster than Intel, but that proves the point that high growth is often rewarded with perhaps unrealistic valuations.</p>\n<p>With regards to NIO's valuation, it (still) has ~10x lower market cap than Tesla (to be precise, about 8x at the time of writing), but also ~10x lower deliveries. Hence, NIO's valuation is in line with its bigger peer.</p>\n<p>Nevertheless, as a smaller company, it is arguably NIO who that the largest relative growth prospects ahead. For example, Tesla investors who want to see substantial shareholder returns going forward have to bank on Tesla's goal to achieve 20M deliveries by 2030, which would be over a fifth of the total global vehicle market.</p>\n<p>If NIO for its part would be able to translate its innovation into continued, sustained growth, similar to Tesla, then there should be no reason for NIO to not continue to track the valuation of Tesla. This means NIO, indeed, may have another 10x upside or so if it closes the gap to Tesla in scale.</p>\n<p>From that view, NIO is lagging behind Tesla by multiple years, in both deliveries and market cap. The last comment could be as analogous to for examplePinterest(PINS), which is a company Iarguedwas lagging by several years to Facebook (FB).</p>\n<p><b>Risks</b></p>\n<p>Of course, there are major risks. Mainly, this thesis is based on two assumptions:</p>\n<ul>\n <li>Tesla and other EV/AV stocks will continue to grow and receive elevated valuations as these trends continue to unfold;</li>\n <li>NIO is best positioned to most closely track Tesla's business and stock performance.</li>\n</ul>\n<p>Any decrease in (relative) valuation could result in downside. For example, Tesla's ambition as laid out at its fall 2020 Battery Day event called for Tesla to achieve a scale of 20 million units by 2030. Hence, it is likely at least some part of that ambition for further growth is already priced into the stock.</p>\n<p>Needless to say, not every automotive or EV company will be able to achieve a scale of 20M units, as the global automotive market is below 100M units. There is both competition from traditional OEMs such as GM (GM) and Volkswagen, as well as other Chinese companiessuch as XPeng(XPEV).</p>\n<p>Additionally, although China seems to be one the largest markets for EVs in the near future, Tesla itself has already built its own Gigafactory in China, further increasing competition. Although the reverse is also partly true given NIO's own international expansion.</p>\n<p>The last risk for NIO growth it that is has expressed that it wants to remain a premium brand with relatively high ASPs (average selling prices). While this implies NIO could have above-average gross margins, it may nevertheless lower NIO's addressable market and hence potential future growth.</p>\n<p>Further, while NIO is heavily investing in autonomous driving and seems to be at the forefront of this next major inflection, it is ultimately reliant on third-party silicon vendors like Nvidia. This insight means pretty much by definition that AV technology may not remain a differentiated capability, as others will be able to buy the same off-the-shelf systems. Although as noted NIO is developing its own software, that itselfis also a riskgiven the difficulty in creating a scalable and reliable AV system.</p>\n<p>As described, though, NIO is a clear, leading innovator, and has achieved a strong brand value. This arguably makes it the strongest candidate to become the closest to a 'Chinese Tesla'.</p>\n<p><b>Takeaway</b></p>\n<p>In the last 18 months or so, there has been a major shift in investment sentiment around EV companies. Tesla has seen 10-bagger returns. So when evaluating NIO, after its own 10-bagger returns (or more), to a valuation closer to $100B than $10B, on the surface this may change the investment narrative.</p>\n<p>However, at least a portion of NIO's large shareholder returns was because of its financial issues, which it has overcome; NIO's valuation is not significantly different from Tesla, for one. Meanwhile, its still much lower scale arguably leaves much room for upside.</p>\n<p>NIO's stock is based on NIO's growth to capitalize on the two-fold disruption of EVs and AVs in the automotive industry. NIO already has a proven track record of growth and innovation with battery swap, ADAS, autonomous driving (although with some increased risks given its change of supplier), ADaaS, BaaS, and even international expansion.</p>\n<p>While far from every company will be able to achieve a similar scale as Tesla, NIO clearly remains positioned to be successful in this space, which represents a large, greenfield opportunity in both the Chinese and international push towards electric and autonomous driving.</p>\n<p>This means NIO's valuation is both the risk and the reward. The reward is that NIO could realistically still expand by another 10x if it continues to trade at a similar valuation as Tesla, while closing the gap in scale. I likened NIO to the Alibaba of EVs: the Chinese counterpart of Amazon in EVs. The risk is NIO's ability to execute and deliver on its growth opportunity, as well as (just as importantly) as Tesla's and other EV stocks' valuation not collapsing on changes in investor sentiment.</p>\n<p>The bottom line (since NIO's peak in February) is that the potential opportunity that still lies ahead slightly outweighs the risk.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Still Has Significant Upside Potential</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Still Has Significant Upside Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 16:57 GMT+8 <a href=https://seekingalpha.com/article/4436519-nio-still-has-upside-potential><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is already well over a 10-bagger.\nTesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436519-nio-still-has-upside-potential\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436519-nio-still-has-upside-potential","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1198714523","content_text":"Summary\n\nNIO is already well over a 10-bagger.\nTesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to Amazon in e-commerce.\nThere are many EV competitors, but NIO has a proven track record of growth and innovation with international expansion, ADAS, autonomous driving and ADaaS, and battery swapping and BaaS.\n\nInvestment Thesis\nNIO(NYSE:NIO)was far from the largest holding in my portfolio, but has grown well over 10x since the midst of its funding issues in late 2019. This was driven by a strong post-COVID-19 rebound and further growth of its EV sales. Further optionality was introduced with capacity expansion, the new, innovative BaaS business model, and potential international expansion to Europe.\nStill, one could argue that much if not all of those growth opportunities have been priced into the stock - which some havecalled the EV bubble. This, indeed, led me to review my position in NIO. Upon review, while there could certainly be downside, one could also argue that NIO is following a similar trajectory as Tesla (TSLA).\nTesla stock had a similar success in 2020, which was capped off by its introduction in the S&P 500. This arguably supports the view that EVs are, in fact, not a bubble. NIO, in that regard, should be regarded as the Chinese Tesla, and hence poised for further growth. China is also poised to become the silicon valley of EVs and also has supportive regulation towards autonomous driving.\nNevertheless, there are many competitors in EVs, not the least in China as well (also from Tesla). However, NIO is still one of the leading start-ups positioned to capitalize on this opportunity, with its proven track record of innovation and growth.\nAutomotive disruption\nThe automotive industry is undergoing major changes. The first major trend is towards energy sustainability. This has fueled the growth of EVs. Secondly, there is a strong economic incentive towards autonomous driving (called the \"passenger economy\"), which will further revolutionize transportation.\nThis means this industry is open for disruption. This is indeed already unfolding, as can be seen in the trajectory of Tesla through the last decade, as one of the hallmarks of this.\nEven though it is an old, capital intensive business, Tesla proves that investors are willing to pay up to be part of this revolution. As noted, Tesla capped this off by its S&P 500 inclusion and 500k deliveries in 2020, with continued strong growth at scale into 2021.\nIn short, even though it could be seen as an old business, there is a large, greenfield opportunity in the drive towards electric, autonomous transportation. Hence, to be leading this disruption requires innovation.\nNIO: Chinese Tesla\nThis opportunity is arguably so large that there does not necessarily have to be a winner-takes-all. Automotive is such a large market that it could be likened to e-commerce, for example. Amazon (AMZN) has been one of the largest beneficiaries of this secular growth trend. However, there are many others who have achieved a large scale and valuation growth, including Alibaba (BABA) and MercadoLibre (MELI).\nTo that end, NIO is positioned to become in EVs and AVs what Alibaba is to Amazon in e-commerce: the Chinese Tesla.\nNIO is a relatively young start-up, founded on the same premise of being a pure play EV automotive company, while also investing to be at forefront of ADAS and autonomous driving. It had a strong partnership with Mobileye. It was the first adopter of the former's EyeQ4 chip in 2018. NIO was also announced to be the first adopter of Mobileye's self-driving system, in 2022. This would likely be several years ahead of others, as Mobileye is targeting a 2025 introduction of (a broader introduction of) consumer AVs.\nIt is, however, not entirely sure if (and perhaps even unlikely that) this Mobileye-powered autonomous vehicle will still launch, as going forward NIO is continuing with Nvidia (NVDA) hardware and developing its own software. In any case, NIO's timeline is unchanged, although it is not sure if NIO's own software will be as capable as Mobileye's. I previously covered this aspect of NIO here:NIO Stock: Autonomous Driving Too Good To Be True.\nIn any case, NIO will bring another first to market with its Autonomous Driving-as-a-Service model or ADaaS. This will provide customer access to its autonomous driving capabilities through a monthly subscription.\nWhile there had been some funding issues and a slowdown in the midst of COVID-19, the image below shows that growth returned quickly. More recently, there have been issues due to the chip shortage, but those are obviously quite similar for the whole industry.\n\nNIO's track record of growth and innovation is further completed by its introduction of the BaaS business model and plans for international expansion to Europe in 2021.\nBaaS or Battery-as-a-Service means that the EV is bought without the battery, which reduces the upfront price. The battery is then acquired separately through a subscription. BaaS was introduced in the second half of 2020 and quickly achieved a significant uptake of ~40%. BaaS also further complements NIO's previous innovation of battery swapping.\nHence, this shows NIO is a leading innovator in the Chinese EV market, while investing to also lead the second, autonomous inflection. This is also a major market, as China is targeting a 25% EV market share by 2025. It could quickly become the silicon valley of EVs and even AVs. NIO's international ambition further underlines its leading position.\nValuation\nSome have called EVs a bubble. Both Tesla and NIO stock were on the order of a 10-bagger in 2020. In the comments below many articles, Tesla's valuation and deliveries are compared to the traditional OEMs. Supposedly this should show the large discrepancy in valuation.\nNevertheless, arguably this is not a bubble as the transition to EVs and subsequently AVs marks a major inflection. This means it is a large, largely greenfield growth opportunity. Hence, investors are willing to pay for this growth by investing in the companies who are leading. Moreover, EVs and AVs are also much closer aligned to tech investing, where higher valuations are more common.\nThis is, of course, in spite of automotive being notorious for its capital intensity. NIO for its part (partly) solves this by not producing its vehicles itself, but partnering for manufacturing.\nThere are other examples in tech where those who are seen as growth companies are rewarded with incredible valuations. For example, Nvidia has achieved almost 2x the valuation of Intel (INTC), despite over 3x lower revenue. TSMC (TSM) has over 2x the valuation of Intel despite almost 2x lower revenue. Of course, Nvidia and TSMC are growing faster than Intel, but that proves the point that high growth is often rewarded with perhaps unrealistic valuations.\nWith regards to NIO's valuation, it (still) has ~10x lower market cap than Tesla (to be precise, about 8x at the time of writing), but also ~10x lower deliveries. Hence, NIO's valuation is in line with its bigger peer.\nNevertheless, as a smaller company, it is arguably NIO who that the largest relative growth prospects ahead. For example, Tesla investors who want to see substantial shareholder returns going forward have to bank on Tesla's goal to achieve 20M deliveries by 2030, which would be over a fifth of the total global vehicle market.\nIf NIO for its part would be able to translate its innovation into continued, sustained growth, similar to Tesla, then there should be no reason for NIO to not continue to track the valuation of Tesla. This means NIO, indeed, may have another 10x upside or so if it closes the gap to Tesla in scale.\nFrom that view, NIO is lagging behind Tesla by multiple years, in both deliveries and market cap. The last comment could be as analogous to for examplePinterest(PINS), which is a company Iarguedwas lagging by several years to Facebook (FB).\nRisks\nOf course, there are major risks. Mainly, this thesis is based on two assumptions:\n\nTesla and other EV/AV stocks will continue to grow and receive elevated valuations as these trends continue to unfold;\nNIO is best positioned to most closely track Tesla's business and stock performance.\n\nAny decrease in (relative) valuation could result in downside. For example, Tesla's ambition as laid out at its fall 2020 Battery Day event called for Tesla to achieve a scale of 20 million units by 2030. Hence, it is likely at least some part of that ambition for further growth is already priced into the stock.\nNeedless to say, not every automotive or EV company will be able to achieve a scale of 20M units, as the global automotive market is below 100M units. There is both competition from traditional OEMs such as GM (GM) and Volkswagen, as well as other Chinese companiessuch as XPeng(XPEV).\nAdditionally, although China seems to be one the largest markets for EVs in the near future, Tesla itself has already built its own Gigafactory in China, further increasing competition. Although the reverse is also partly true given NIO's own international expansion.\nThe last risk for NIO growth it that is has expressed that it wants to remain a premium brand with relatively high ASPs (average selling prices). While this implies NIO could have above-average gross margins, it may nevertheless lower NIO's addressable market and hence potential future growth.\nFurther, while NIO is heavily investing in autonomous driving and seems to be at the forefront of this next major inflection, it is ultimately reliant on third-party silicon vendors like Nvidia. This insight means pretty much by definition that AV technology may not remain a differentiated capability, as others will be able to buy the same off-the-shelf systems. Although as noted NIO is developing its own software, that itselfis also a riskgiven the difficulty in creating a scalable and reliable AV system.\nAs described, though, NIO is a clear, leading innovator, and has achieved a strong brand value. This arguably makes it the strongest candidate to become the closest to a 'Chinese Tesla'.\nTakeaway\nIn the last 18 months or so, there has been a major shift in investment sentiment around EV companies. Tesla has seen 10-bagger returns. So when evaluating NIO, after its own 10-bagger returns (or more), to a valuation closer to $100B than $10B, on the surface this may change the investment narrative.\nHowever, at least a portion of NIO's large shareholder returns was because of its financial issues, which it has overcome; NIO's valuation is not significantly different from Tesla, for one. Meanwhile, its still much lower scale arguably leaves much room for upside.\nNIO's stock is based on NIO's growth to capitalize on the two-fold disruption of EVs and AVs in the automotive industry. NIO already has a proven track record of growth and innovation with battery swap, ADAS, autonomous driving (although with some increased risks given its change of supplier), ADaaS, BaaS, and even international expansion.\nWhile far from every company will be able to achieve a similar scale as Tesla, NIO clearly remains positioned to be successful in this space, which represents a large, greenfield opportunity in both the Chinese and international push towards electric and autonomous driving.\nThis means NIO's valuation is both the risk and the reward. The reward is that NIO could realistically still expand by another 10x if it continues to trade at a similar valuation as Tesla, while closing the gap in scale. I likened NIO to the Alibaba of EVs: the Chinese counterpart of Amazon in EVs. The risk is NIO's ability to execute and deliver on its growth opportunity, as well as (just as importantly) as Tesla's and other EV stocks' valuation not collapsing on changes in investor sentiment.\nThe bottom line (since NIO's peak in February) is that the potential opportunity that still lies ahead slightly outweighs the risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582020830270271","authorId":"3582020830270271","name":"tkj","avatar":"https://static.tigerbbs.com/b4db3635974ce189ed8129eca6b5b618","crmLevel":4,"crmLevelSwitch":0,"idStr":"3582020830270271","authorIdStr":"3582020830270271"},"content":"Singapore already has. made and design by Wong Fong Engineering. they have a electric supercar, Dendrobium, electric motorcycle and a small EV truck. but there are not much publicity.","text":"Singapore already has. made and design by Wong Fong Engineering. they have a electric supercar, Dendrobium, electric motorcycle and a small EV truck. but there are not much publicity.","html":"Singapore already has. made and design by Wong Fong Engineering. they have a electric supercar, Dendrobium, electric motorcycle and a small EV truck. but there are not much publicity."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140439572,"gmtCreate":1625668222496,"gmtModify":1703746094309,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"While Goldman Sach involves in such huge scandal of 1MDB, they can still have their way out and continues like nobody’s business ?♀️","listText":"While Goldman Sach involves in such huge scandal of 1MDB, they can still have their way out and continues like nobody’s business ?♀️","text":"While Goldman Sach involves in such huge scandal of 1MDB, they can still have their way out and continues like nobody’s business ?♀️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/140439572","repostId":"1194568539","repostType":4,"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":2,"crmLevelSwitch":0,"idStr":"4087475222144080","authorIdStr":"4087475222144080"},"content":"Cash is K I N G","text":"Cash is K I N G","html":"Cash is K I N G"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808953487,"gmtCreate":1627552687049,"gmtModify":1703492214904,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"Woohooo! Good buy","listText":"Woohooo! Good buy","text":"Woohooo! Good buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/808953487","repostId":"1108176649","repostType":4,"isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150126537,"gmtCreate":1624890358929,"gmtModify":1703847231385,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"Bought blackberry at $19 ????","listText":"Bought blackberry at $19 ????","text":"Bought blackberry at $19 ????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/150126537","repostId":"1148481357","repostType":4,"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806617372,"gmtCreate":1627653442196,"gmtModify":1703494184560,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>[Smug] come back stronger please ","listText":"<a href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>[Smug] come back stronger please ","text":"$Amazon.com(AMZN)$[Smug] come back stronger please","images":[{"img":"https://static.tigerbbs.com/99399f4b3f3b7c3e304e1e1a069cfe04","width":"1170","height":"2260"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806617372","isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":146272966,"gmtCreate":1626087097755,"gmtModify":1703753052490,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Come on NIO ?You can do better!","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Come on NIO ?You can do better!","text":"$NIO Inc.(NIO)$Come on NIO ?You can do better!","images":[{"img":"https://static.tigerbbs.com/8d9157e42025addaa7c2d714ff7cd7e8","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/146272966","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571036277019840","authorId":"3571036277019840","name":"joker1","avatar":"https://static.tigerbbs.com/044c5cbfb25d0314e6cab11c03931c62","crmLevel":8,"crmLevelSwitch":0,"idStr":"3571036277019840","authorIdStr":"3571036277019840"},"content":"be careful, the whole ev market is a massive bubble.","text":"be careful, the whole ev market is a massive bubble.","html":"be careful, the whole ev market is a massive bubble."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":808837140,"gmtCreate":1627568193980,"gmtModify":1703492578838,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>Hmmmm","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>Hmmmm","text":"$DiDi Global Inc.(DIDI)$Hmmmm","images":[{"img":"https://static.tigerbbs.com/6cf23854b9b0725ef39f52c8643283c5","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/808837140","isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558351657965825","authorId":"3558351657965825","name":"响亮锝名字","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"3558351657965825","authorIdStr":"3558351657965825"},"content":"Hmmmm,you lose now","text":"Hmmmm,you lose now","html":"Hmmmm,you lose now"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":151040158,"gmtCreate":1625060000474,"gmtModify":1703735062700,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"XPeng is like my neighbour XiaoMing’s brother - XiaoPeng ?","listText":"XPeng is like my neighbour XiaoMing’s brother - XiaoPeng ?","text":"XPeng is like my neighbour XiaoMing’s brother - XiaoPeng ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151040158","repostId":"1195094821","repostType":4,"repost":{"id":"1195094821","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625055197,"share":"https://ttm.financial/m/news/1195094821?lang=&edition=fundamental","pubTime":"2021-06-30 20:13","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1195094821","media":"Tiger Newspress","summary":"Futures tick lower\n\n\nChinese ride-hailing giant Didi Global is set to make its trading debut on the ","content":"<ul>\n <li>Futures tick lower</li>\n</ul>\n<ul>\n <li>Chinese ride-hailing giant Didi Global is set to make its trading debut on the New York Stock Exchange on Wednesday</li>\n</ul>\n<p>U.S. stock index futures edged lower on Wednesday, a day after the S&P 500 and the Nasdaq closed at record levels, as investors awaited private payrolls data for clues on the health of the labor market and subsequent policy support.</p>\n<p>At 8:07 a.m. ET, Dow e-minis were down 16 points, or 0.05%, S&P 500 e-minis were down 1.75 points, or 0.04%, and Nasdaq 100 e-minis were down 2.25 points, or 0.02%.</p>\n<p><img src=\"https://static.tigerbbs.com/b3b9e44b27e0249a2c88f93aed9139bb\" tg-width=\"1080\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Private payrolls increased by 692,000 in June, well above the 550,000 Dow Jones estimate though it fell short of May’s 886,000, according to ADP.</p>\n<p>Shares of Micron Technology, which is expected to post quarterly results after markets close, rose 1.0% as they headed for their fourth straight monthly decline.</p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><b>Virgin Galactic (SPCE) </b>– The space transportation company’s stock dropped 5% in premarket trading, after Bank of America Securities double-downgraded the stock to “underperform” from “buy.” BofA notes the recent spike in the stock after the company received approval to carry passengers into space, and said the premium earned by Virgin Galactic’s leading position is already reflected in the stock price.</p>\n<p><b>Bed Bath & Beyond (BBBY)</b> – The housewares retailer reported quarterly profit of 5 cents per share, missing consensus estimates by 3 cents a share. Revenue came in above analysts’ forecasts. Bed Bath & Beyond predicted better-than-expected current-quarter comparable sales, and raised its full-year revenue outlook. The stock once surged 7.9% in the premarket.</p>\n<p><b>Xpeng (XPEV)</b> – Xpeng will raise $1.8 billion in its Hong Kong initial public offering, according to people with direct knowledge of the matter who spoke to Reuters. The Chinese electric vehicle maker’s U.S. shares fell 1.7% in premarket trading.</p>\n<p><b>MongoDB (MDB)</b> – MongoDB said it would sell 2.5 million class A common shares, seeking to raise $889 million. The database platform provider plans to use the proceeds for general corporate purposes. MongoDB stock lost 4.5% in premarket trading.</p>\n<p><b>Constellation Brands (STZ)</b> – The spirits and beer maker reported quarterly profit of $2.33 per share, matching Wall Street forecasts. Revenue came in slightly above estimates.</p>\n<p><b>General Mills (GIS)</b> – The food producer beat analysts’ estimates by 6 cents a share, with quarterly earnings of 91 cents per share. Revenue was above estimates as well. Organic net sales fell by 6% from a year ago, however, a reflection of the surge in at-home demand as the pandemic was taking hold.</p>\n<p><b>Twitter (TWTR)</b> – Twitter appointed its vice president of global solutions Sarah Personette as chief customer officer. She replaces Matt Derella, who is leaving Twitter after nine years at the company.</p>\n<p><b>Las Vegas Sands (LVS)</b> – Las Vegas Sands rose 1.7% in the premarket following reports that border restrictions between Hong Kong and Macau will loosen in mid-July. Currently, any traveler from Hong Kong to Macau is required to quarantine for 14 days.</p>\n<p><b>Seagate Technology (STX)</b> – Seagate Technology was upgraded to “equal weight” from “underweight” at Barclays. The firm cites an improving market for the hard disk drive maker, particularly in mobile computing.</p>\n<p><b>WideOpenWest (WOW) </b>– The broadband provider’s shares rallied 4.4% in the premarket after it announced a deal to sell five of its service areas in two separate deals for a total of about $1.8 billion.</p>\n<p><b>DR Horton (DHI)</b> – The home builder was named a “top pick” by Goldman Sachs. Goldman notes that stocks in the sector are down about 15% from May highs and feels that DR Horton is best positioned to execute against industry headwinds.</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>Toplines Before US Market Open on Wednesday</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-30 20:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Futures tick lower</li>\n</ul>\n<ul>\n <li>Chinese ride-hailing giant Didi Global is set to make its trading debut on the New York Stock Exchange on Wednesday</li>\n</ul>\n<p>U.S. stock index futures edged lower on Wednesday, a day after the S&P 500 and the Nasdaq closed at record levels, as investors awaited private payrolls data for clues on the health of the labor market and subsequent policy support.</p>\n<p>At 8:07 a.m. ET, Dow e-minis were down 16 points, or 0.05%, S&P 500 e-minis were down 1.75 points, or 0.04%, and Nasdaq 100 e-minis were down 2.25 points, or 0.02%.</p>\n<p><img src=\"https://static.tigerbbs.com/b3b9e44b27e0249a2c88f93aed9139bb\" tg-width=\"1080\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Private payrolls increased by 692,000 in June, well above the 550,000 Dow Jones estimate though it fell short of May’s 886,000, according to ADP.</p>\n<p>Shares of Micron Technology, which is expected to post quarterly results after markets close, rose 1.0% as they headed for their fourth straight monthly decline.</p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><b>Virgin Galactic (SPCE) </b>– The space transportation company’s stock dropped 5% in premarket trading, after Bank of America Securities double-downgraded the stock to “underperform” from “buy.” BofA notes the recent spike in the stock after the company received approval to carry passengers into space, and said the premium earned by Virgin Galactic’s leading position is already reflected in the stock price.</p>\n<p><b>Bed Bath & Beyond (BBBY)</b> – The housewares retailer reported quarterly profit of 5 cents per share, missing consensus estimates by 3 cents a share. Revenue came in above analysts’ forecasts. Bed Bath & Beyond predicted better-than-expected current-quarter comparable sales, and raised its full-year revenue outlook. The stock once surged 7.9% in the premarket.</p>\n<p><b>Xpeng (XPEV)</b> – Xpeng will raise $1.8 billion in its Hong Kong initial public offering, according to people with direct knowledge of the matter who spoke to Reuters. The Chinese electric vehicle maker’s U.S. shares fell 1.7% in premarket trading.</p>\n<p><b>MongoDB (MDB)</b> – MongoDB said it would sell 2.5 million class A common shares, seeking to raise $889 million. The database platform provider plans to use the proceeds for general corporate purposes. MongoDB stock lost 4.5% in premarket trading.</p>\n<p><b>Constellation Brands (STZ)</b> – The spirits and beer maker reported quarterly profit of $2.33 per share, matching Wall Street forecasts. Revenue came in slightly above estimates.</p>\n<p><b>General Mills (GIS)</b> – The food producer beat analysts’ estimates by 6 cents a share, with quarterly earnings of 91 cents per share. Revenue was above estimates as well. Organic net sales fell by 6% from a year ago, however, a reflection of the surge in at-home demand as the pandemic was taking hold.</p>\n<p><b>Twitter (TWTR)</b> – Twitter appointed its vice president of global solutions Sarah Personette as chief customer officer. She replaces Matt Derella, who is leaving Twitter after nine years at the company.</p>\n<p><b>Las Vegas Sands (LVS)</b> – Las Vegas Sands rose 1.7% in the premarket following reports that border restrictions between Hong Kong and Macau will loosen in mid-July. Currently, any traveler from Hong Kong to Macau is required to quarantine for 14 days.</p>\n<p><b>Seagate Technology (STX)</b> – Seagate Technology was upgraded to “equal weight” from “underweight” at Barclays. The firm cites an improving market for the hard disk drive maker, particularly in mobile computing.</p>\n<p><b>WideOpenWest (WOW) </b>– The broadband provider’s shares rallied 4.4% in the premarket after it announced a deal to sell five of its service areas in two separate deals for a total of about $1.8 billion.</p>\n<p><b>DR Horton (DHI)</b> – The home builder was named a “top pick” by Goldman Sachs. Goldman notes that stocks in the sector are down about 15% from May highs and feels that DR Horton is best positioned to execute against industry headwinds.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","XPEV":"小鹏汽车",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPCE":"维珍银河","BBBY":"3B家居","MRIN":"Marin Software Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195094821","content_text":"Futures tick lower\n\n\nChinese ride-hailing giant Didi Global is set to make its trading debut on the New York Stock Exchange on Wednesday\n\nU.S. stock index futures edged lower on Wednesday, a day after the S&P 500 and the Nasdaq closed at record levels, as investors awaited private payrolls data for clues on the health of the labor market and subsequent policy support.\nAt 8:07 a.m. ET, Dow e-minis were down 16 points, or 0.05%, S&P 500 e-minis were down 1.75 points, or 0.04%, and Nasdaq 100 e-minis were down 2.25 points, or 0.02%.\n\nPrivate payrolls increased by 692,000 in June, well above the 550,000 Dow Jones estimate though it fell short of May’s 886,000, according to ADP.\nShares of Micron Technology, which is expected to post quarterly results after markets close, rose 1.0% as they headed for their fourth straight monthly decline.\nStocks making the biggest moves in the premarket:\nVirgin Galactic (SPCE) – The space transportation company’s stock dropped 5% in premarket trading, after Bank of America Securities double-downgraded the stock to “underperform” from “buy.” BofA notes the recent spike in the stock after the company received approval to carry passengers into space, and said the premium earned by Virgin Galactic’s leading position is already reflected in the stock price.\nBed Bath & Beyond (BBBY) – The housewares retailer reported quarterly profit of 5 cents per share, missing consensus estimates by 3 cents a share. Revenue came in above analysts’ forecasts. Bed Bath & Beyond predicted better-than-expected current-quarter comparable sales, and raised its full-year revenue outlook. The stock once surged 7.9% in the premarket.\nXpeng (XPEV) – Xpeng will raise $1.8 billion in its Hong Kong initial public offering, according to people with direct knowledge of the matter who spoke to Reuters. The Chinese electric vehicle maker’s U.S. shares fell 1.7% in premarket trading.\nMongoDB (MDB) – MongoDB said it would sell 2.5 million class A common shares, seeking to raise $889 million. The database platform provider plans to use the proceeds for general corporate purposes. MongoDB stock lost 4.5% in premarket trading.\nConstellation Brands (STZ) – The spirits and beer maker reported quarterly profit of $2.33 per share, matching Wall Street forecasts. Revenue came in slightly above estimates.\nGeneral Mills (GIS) – The food producer beat analysts’ estimates by 6 cents a share, with quarterly earnings of 91 cents per share. Revenue was above estimates as well. Organic net sales fell by 6% from a year ago, however, a reflection of the surge in at-home demand as the pandemic was taking hold.\nTwitter (TWTR) – Twitter appointed its vice president of global solutions Sarah Personette as chief customer officer. She replaces Matt Derella, who is leaving Twitter after nine years at the company.\nLas Vegas Sands (LVS) – Las Vegas Sands rose 1.7% in the premarket following reports that border restrictions between Hong Kong and Macau will loosen in mid-July. Currently, any traveler from Hong Kong to Macau is required to quarantine for 14 days.\nSeagate Technology (STX) – Seagate Technology was upgraded to “equal weight” from “underweight” at Barclays. The firm cites an improving market for the hard disk drive maker, particularly in mobile computing.\nWideOpenWest (WOW) – The broadband provider’s shares rallied 4.4% in the premarket after it announced a deal to sell five of its service areas in two separate deals for a total of about $1.8 billion.\nDR Horton (DHI) – The home builder was named a “top pick” by Goldman Sachs. Goldman notes that stocks in the sector are down about 15% from May highs and feels that DR Horton is best positioned to execute against industry headwinds.","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159420444,"gmtCreate":1624977421188,"gmtModify":1703849353193,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"One of the legendary three musketeers in the EV sector?","listText":"One of the legendary three musketeers in the EV sector?","text":"One of the legendary three musketeers in the EV sector?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/159420444","repostId":"1124372919","repostType":4,"repost":{"id":"1124372919","pubTimestamp":1624869783,"share":"https://ttm.financial/m/news/1124372919?lang=&edition=fundamental","pubTime":"2021-06-28 16:43","market":"us","language":"en","title":"NIO: The Path To A $1 Trillion Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1124372919","media":"seekingalpha","summary":"NIO is known by many as a large cap Chinese electric vehicle company.However, it is actually much more than that and possesses several key competitive advantages.We discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.NIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\". Given that the mobility industry is becoming increasingly software-driven,","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is known by many as a large cap Chinese electric vehicle company.</li>\n <li>However, it is actually much more than that and possesses several key competitive advantages.</li>\n <li>We discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17cdcfe41a4b886c29dad01d4512e84e\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Lintao Zhang/Getty Images News</span></p>\n<p>Similar to how we analyzed Palantir(NYSE:PLTR)in our recent piece<i>Palantir: The Path To A $1 Trillion Valuation</i>, NIO Inc.(NYSE:NIO)is unique in that it is already a large cap stock, but has a massive growth runway that could quite conceivably make it a mega-cap stock and eventually even approach a valuation of $1 Trillion. Here are five reasons why it could successfully achieve that valuation:</p>\n<p><b>#1. \"Gas Station\" Of The Future</b></p>\n<p>NIO is a major designer and manufacturer of high-tech electric vehicles in China and as a result competes with the likes of Tesla(NASDAQ:TSLA)in innovative technologies like connectivity, batteries, autonomous mobility, and artificial intelligence.</p>\n<p>NIO's status as an emerging leader in these innovative technologies is perhaps the biggest reason to believe that they could become a multi-bagger from today's already lofty valuation and become a true mega cap.</p>\n<p>For example, its Battery-as-a-Service (BaaS) potential is immense. The company has already begun building out the infrastructure for this business through its recent partnership with Sinopec(NYSE:SHI)through which they aspire to create a 5,000 battery swap station network by 2024. This will give NIO a decisive network advantage in this space just as it begins to really take off in the world's largest electric vehicle market, enabling it to form partnerships with other automakers in the country and drive strong revenue growth from this business alone. Essentially, this would make NIO the number one \"gas station\" company in China as the country and world enter the age of electrification.</p>\n<p>Given that they possess hundreds of patents in battery swap technology, NIO seems to already have the intellectual property moat necessary to transform this potential into reality. It appears to be merely a matter of time for them to implement and scale now.</p>\n<p><b>#2. Autonomous Mobility & AI Technology</b></p>\n<p>NIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\"</p>\n<p>Given that the mobility industry is becoming increasingly software-driven, its intellectual property portfolio here is important as well. Even more important, though, is its competitive positioning to emerge as a long-term leader in the electric vehicle space in China, not only because of the vehicle sales potential it offers, but much more importantly because it is the largest source of consumer data in the world. As a result, NIO will have access to a vast amount of data with which it can improve its A.I. and build one of the best mobility software platforms in the world.</p>\n<p><b>#3. Government Support</b></p>\n<p>Another big reason to believe in NIO's long-term potential stems from the simple fact that it is a leading local company in China in high-priority technology fields. As a result, it will likely enjoy significant support from the Chinese government so that it can serve as a vehicle whereby China can advance its goals towards becoming the pre-eminent global technological superpower.</p>\n<p>This principle has already played out several times to NIO's benefit.</p>\n<p>For example, the government recently gave NIO a RMB7 billion (US$1b) bailout to give it the cash it needed to sustain and scale operations.</p>\n<p>Additionally, government-owned auto manufacturer - Anhui Jianghuai Automobile Group Corp - has also assisted NIO by providing it with manufacturing services, enabling it to scale with minimal additional capital investment.</p>\n<p>Perhaps the most glaring example of this was how the Chinese state media recently successfully harmed the reputation of TSLA - NIO's top foreign rival - to the point where the Elon Musk-led company had to issue an apology.</p>\n<p>Furthermore, the Chinese government is making a major push to transition the automotive market towards electric vehicles in an effort to battle its huge pollution problem. It is achieving these aims by offering purchase rebates and tax exemptions for the industry, while also placing restrictions on new gasoline and diesel powered vehicle permits.</p>\n<p><b>#4. Global Expansion</b></p>\n<p>NIO is also poised to begin expanding its sales into global markets, beginning with Norway. Not only will the company be selling its cars there, but it will be building out local physical and digital infrastructure to create a high quality user-friendly ecosystem to add value to its brand and bolster its competitive positioning. Once it has built significant scale in Norway, it will then have a greater position of strength from which to infiltrate the rest of the European market. Given the geopolitical tensions with the United States at the moment as well as Tesla's dominance in the U.S. electric vehicle market, Europe seems like a much more logical choice to begin global expansion.</p>\n<p><b>#5. Crunching The Numbers</b></p>\n<p>Electric Vehicle sales are already growing exponentially - especially in China - and we expect that number to explode much higher in the years to come.</p>\n<p><img src=\"https://static.tigerbbs.com/00cdeb70c618caeddbbd16df936194ad\" tg-width=\"960\" tg-height=\"572\"></p>\n<p>In fact, while just barely over 1.2 million electric vehicles were sold worldwide in 2017,Bloomberg New Energy Finance expects that number to soar to 60 million by 2040. Not only that, but battery and battery charging infrastructure demand will soar as well.</p>\n<p>If NIO can seize on its early leadership in China in both the electric vehicle and battery charging infrastructure businesses and also successfully scale its business internationally, there is certainly room for it to achieve a $1 trillion valuation by 2040. For example, its gross margin is expected to be nearly 20% in 2021 and 2022. TSLA's gross, meanwhile, is around 23% and its net margin is roughly half of that, or ~11.5%.</p>\n<p>NIO's BaaS business should also be higher margin given that it could be entirely automated and the actual real estate could be leased instead of owned in order to free up capital for higher return investment elsewhere. With continued scaling in both businesses and overall positive trends in the business with reduced costs across the board through automation and enhanced data analytics, we think gross margins of 25% and net margins of 15% by 2040 are entirely feasible.</p>\n<p>If NIO were to grab just 7.5% of the global EV market (TSLA's is currently 11%) by 2040, it would be selling ~4.5 million cars per year. We think this share is actually very feasible when you consider that the majority of electric vehicle sales are expected to be in China and that NIO has an inside track on that market given the support it is receiving from the government.</p>\n<p>If the average sale were for $40,000 per electric vehicle, its profit would be ~$6,000 per vehicle, translating to $27 billion in annual profit from auto sales alone. At a 30x price-to-earnings multiple, that would put the automotive business at a $810 billion valuation.</p>\n<p>Meanwhile, its BaaS business could likely generate $150 in profits per year per vehicle in its sphere in China. By 2030,it is estimated that there will be 50 million electric vehicles on the road in China and that EVs will account for 40% of total auto sales. A very conservative estimate is that the number of EVs on the road in China will double to 100 million by 2040. If NIO's BaaS business serves 20% of the electric vehicles in China by 2040, that would equate to an additional $3+ billion in annual net income. Once again applying a 30x price-to-earnings multiple, that would equate to roughly another $100 billion in market valuation.</p>\n<p>Meanwhile, the potential for using its data and autonomous vehicle technology as well as vast BaaS infrastructure to launch an autonomous taxi business network is also immense. While it is hard to know exactly what sort of value this would command as it is hard to project how it would be regulated by the Chinese government and how well consumers would adopt it, it is not a stretch that NIO's scale and capabilities by this point in such a potentially massive market as is offered in China would put the valuation for this business at $100 billion.</p>\n<p>Combining all three businesses gets us to a $1 trillion total valuation under a bullish, but not entirely implausible scenario.</p>\n<p><b>Risk Analysis</b></p>\n<p>While the path to $1 trillion certainly looks viable, there are numerous risks to consider along the way.</p>\n<p>First and foremost, NIO faces a lot of competition from both foreign and domestic companies. TSLA has a large presence in China and overseas and sports a premium brand to go along with an extremely driven and innovative CEO and engineering team. While the Chinese government has helped NIO some already with surviving the TSLA threat, it is unknown the depths that it will have to and be willing to go to continue giving NIO a boost to sustain its competitive standing in its domestic market.</p>\n<p>Of course, NIO also faces competitive pressures from fellow Chinese electric vehicle manufacturers including Baidu(NASDAQ:BIDU), which already has a partnership with a government-owned automaker (BAIC Group) to put 1,000 driverless cars on the roads over the next 3 years as a prelude to establishing an autonomous taxi service in China. Facing off against fellow major domestic players who also have government backing poses another threat to NIO because it means that it cannot solely rely on government assistance to survive and thrive.</p>\n<p>On that same note, it also increases the political risk for NIO. Given that it is not the only horse that China is betting on in the mobility space, if their leadership were to run afoul of the Chinese Communist Party and/or they were to simply lag behind in performance, they could quickly be \"dropped\" by the government and the business could fall into a downward spiral. If Alibaba(NYSE:BABA) could face this, NIO certainly could too. If nothing else, the Chinese government could easily seize some or all of NIO's physical or intellectual property for state use, depriving NIO shareholders of much of their equity value.</p>\n<p>Furthermore, expanding overseas could also be complicated by the fact that China is currently dealing with growing geopolitical tensions with other Asia-Pacific nations, Europe, and the United States. As a result, trade barriers may go up, especially in such high-priority technologies as mobility and autonomous technology. The U.S., Europe, Japan, Korea, and even India have well-established automobile industries and if they feel threatened by a Chinese competitor, they may well decide to throw up barriers to entry in their markets.</p>\n<p>Of course, as the China hustle pointed out, many Chinese companies have a troubling track record of fudging accounting numbers. As a result, investors should always view Chinese company - to include NIO's - financial numbers with a healthy dose of skepticism. While it is very possible - if not likely - that NIO's numbers are completely accurate, it is still a risk that needs to be considered.</p>\n<p>Last, but not least, NIO is currently priced quite expensively as it is still running up massive losses and trades at 71 times expected 2021 gross income. Therefore, the range of potential future outcomes is quite wide and investors could very well be dramatically overpaying by purchasing at today's prices. It should be viewed as a highly speculative investment accordingly.</p>\n<p><b>Investor Takeaway</b></p>\n<p>NIO is currently struggling to turn a profit and has had to be bailed out by the Chinese government. At the same time, its valuation is sky-high. While this might steer many investors away and the stock is indeed a very speculative investment, there is also a plausible path for the company to become a $1 trillion mega cap by 2040 and generate attractive long-term returns for investors as a result.</p>\n<p>While not for the faint of heart and certainly not without risks, NIO could continue on its path towards becoming one of the world's pre-eminent mobility companies.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: The Path To A $1 Trillion Valuation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: The Path To A $1 Trillion Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 16:43 GMT+8 <a href=https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is known by many as a large cap Chinese electric vehicle company.\nHowever, it is actually much more than that and possesses several key competitive advantages.\nWe discuss how these ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124372919","content_text":"Summary\n\nNIO is known by many as a large cap Chinese electric vehicle company.\nHowever, it is actually much more than that and possesses several key competitive advantages.\nWe discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.\n\nLintao Zhang/Getty Images News\nSimilar to how we analyzed Palantir(NYSE:PLTR)in our recent piecePalantir: The Path To A $1 Trillion Valuation, NIO Inc.(NYSE:NIO)is unique in that it is already a large cap stock, but has a massive growth runway that could quite conceivably make it a mega-cap stock and eventually even approach a valuation of $1 Trillion. Here are five reasons why it could successfully achieve that valuation:\n#1. \"Gas Station\" Of The Future\nNIO is a major designer and manufacturer of high-tech electric vehicles in China and as a result competes with the likes of Tesla(NASDAQ:TSLA)in innovative technologies like connectivity, batteries, autonomous mobility, and artificial intelligence.\nNIO's status as an emerging leader in these innovative technologies is perhaps the biggest reason to believe that they could become a multi-bagger from today's already lofty valuation and become a true mega cap.\nFor example, its Battery-as-a-Service (BaaS) potential is immense. The company has already begun building out the infrastructure for this business through its recent partnership with Sinopec(NYSE:SHI)through which they aspire to create a 5,000 battery swap station network by 2024. This will give NIO a decisive network advantage in this space just as it begins to really take off in the world's largest electric vehicle market, enabling it to form partnerships with other automakers in the country and drive strong revenue growth from this business alone. Essentially, this would make NIO the number one \"gas station\" company in China as the country and world enter the age of electrification.\nGiven that they possess hundreds of patents in battery swap technology, NIO seems to already have the intellectual property moat necessary to transform this potential into reality. It appears to be merely a matter of time for them to implement and scale now.\n#2. Autonomous Mobility & AI Technology\nNIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\"\nGiven that the mobility industry is becoming increasingly software-driven, its intellectual property portfolio here is important as well. Even more important, though, is its competitive positioning to emerge as a long-term leader in the electric vehicle space in China, not only because of the vehicle sales potential it offers, but much more importantly because it is the largest source of consumer data in the world. As a result, NIO will have access to a vast amount of data with which it can improve its A.I. and build one of the best mobility software platforms in the world.\n#3. Government Support\nAnother big reason to believe in NIO's long-term potential stems from the simple fact that it is a leading local company in China in high-priority technology fields. As a result, it will likely enjoy significant support from the Chinese government so that it can serve as a vehicle whereby China can advance its goals towards becoming the pre-eminent global technological superpower.\nThis principle has already played out several times to NIO's benefit.\nFor example, the government recently gave NIO a RMB7 billion (US$1b) bailout to give it the cash it needed to sustain and scale operations.\nAdditionally, government-owned auto manufacturer - Anhui Jianghuai Automobile Group Corp - has also assisted NIO by providing it with manufacturing services, enabling it to scale with minimal additional capital investment.\nPerhaps the most glaring example of this was how the Chinese state media recently successfully harmed the reputation of TSLA - NIO's top foreign rival - to the point where the Elon Musk-led company had to issue an apology.\nFurthermore, the Chinese government is making a major push to transition the automotive market towards electric vehicles in an effort to battle its huge pollution problem. It is achieving these aims by offering purchase rebates and tax exemptions for the industry, while also placing restrictions on new gasoline and diesel powered vehicle permits.\n#4. Global Expansion\nNIO is also poised to begin expanding its sales into global markets, beginning with Norway. Not only will the company be selling its cars there, but it will be building out local physical and digital infrastructure to create a high quality user-friendly ecosystem to add value to its brand and bolster its competitive positioning. Once it has built significant scale in Norway, it will then have a greater position of strength from which to infiltrate the rest of the European market. Given the geopolitical tensions with the United States at the moment as well as Tesla's dominance in the U.S. electric vehicle market, Europe seems like a much more logical choice to begin global expansion.\n#5. Crunching The Numbers\nElectric Vehicle sales are already growing exponentially - especially in China - and we expect that number to explode much higher in the years to come.\n\nIn fact, while just barely over 1.2 million electric vehicles were sold worldwide in 2017,Bloomberg New Energy Finance expects that number to soar to 60 million by 2040. Not only that, but battery and battery charging infrastructure demand will soar as well.\nIf NIO can seize on its early leadership in China in both the electric vehicle and battery charging infrastructure businesses and also successfully scale its business internationally, there is certainly room for it to achieve a $1 trillion valuation by 2040. For example, its gross margin is expected to be nearly 20% in 2021 and 2022. TSLA's gross, meanwhile, is around 23% and its net margin is roughly half of that, or ~11.5%.\nNIO's BaaS business should also be higher margin given that it could be entirely automated and the actual real estate could be leased instead of owned in order to free up capital for higher return investment elsewhere. With continued scaling in both businesses and overall positive trends in the business with reduced costs across the board through automation and enhanced data analytics, we think gross margins of 25% and net margins of 15% by 2040 are entirely feasible.\nIf NIO were to grab just 7.5% of the global EV market (TSLA's is currently 11%) by 2040, it would be selling ~4.5 million cars per year. We think this share is actually very feasible when you consider that the majority of electric vehicle sales are expected to be in China and that NIO has an inside track on that market given the support it is receiving from the government.\nIf the average sale were for $40,000 per electric vehicle, its profit would be ~$6,000 per vehicle, translating to $27 billion in annual profit from auto sales alone. At a 30x price-to-earnings multiple, that would put the automotive business at a $810 billion valuation.\nMeanwhile, its BaaS business could likely generate $150 in profits per year per vehicle in its sphere in China. By 2030,it is estimated that there will be 50 million electric vehicles on the road in China and that EVs will account for 40% of total auto sales. A very conservative estimate is that the number of EVs on the road in China will double to 100 million by 2040. If NIO's BaaS business serves 20% of the electric vehicles in China by 2040, that would equate to an additional $3+ billion in annual net income. Once again applying a 30x price-to-earnings multiple, that would equate to roughly another $100 billion in market valuation.\nMeanwhile, the potential for using its data and autonomous vehicle technology as well as vast BaaS infrastructure to launch an autonomous taxi business network is also immense. While it is hard to know exactly what sort of value this would command as it is hard to project how it would be regulated by the Chinese government and how well consumers would adopt it, it is not a stretch that NIO's scale and capabilities by this point in such a potentially massive market as is offered in China would put the valuation for this business at $100 billion.\nCombining all three businesses gets us to a $1 trillion total valuation under a bullish, but not entirely implausible scenario.\nRisk Analysis\nWhile the path to $1 trillion certainly looks viable, there are numerous risks to consider along the way.\nFirst and foremost, NIO faces a lot of competition from both foreign and domestic companies. TSLA has a large presence in China and overseas and sports a premium brand to go along with an extremely driven and innovative CEO and engineering team. While the Chinese government has helped NIO some already with surviving the TSLA threat, it is unknown the depths that it will have to and be willing to go to continue giving NIO a boost to sustain its competitive standing in its domestic market.\nOf course, NIO also faces competitive pressures from fellow Chinese electric vehicle manufacturers including Baidu(NASDAQ:BIDU), which already has a partnership with a government-owned automaker (BAIC Group) to put 1,000 driverless cars on the roads over the next 3 years as a prelude to establishing an autonomous taxi service in China. Facing off against fellow major domestic players who also have government backing poses another threat to NIO because it means that it cannot solely rely on government assistance to survive and thrive.\nOn that same note, it also increases the political risk for NIO. Given that it is not the only horse that China is betting on in the mobility space, if their leadership were to run afoul of the Chinese Communist Party and/or they were to simply lag behind in performance, they could quickly be \"dropped\" by the government and the business could fall into a downward spiral. If Alibaba(NYSE:BABA) could face this, NIO certainly could too. If nothing else, the Chinese government could easily seize some or all of NIO's physical or intellectual property for state use, depriving NIO shareholders of much of their equity value.\nFurthermore, expanding overseas could also be complicated by the fact that China is currently dealing with growing geopolitical tensions with other Asia-Pacific nations, Europe, and the United States. As a result, trade barriers may go up, especially in such high-priority technologies as mobility and autonomous technology. The U.S., Europe, Japan, Korea, and even India have well-established automobile industries and if they feel threatened by a Chinese competitor, they may well decide to throw up barriers to entry in their markets.\nOf course, as the China hustle pointed out, many Chinese companies have a troubling track record of fudging accounting numbers. As a result, investors should always view Chinese company - to include NIO's - financial numbers with a healthy dose of skepticism. While it is very possible - if not likely - that NIO's numbers are completely accurate, it is still a risk that needs to be considered.\nLast, but not least, NIO is currently priced quite expensively as it is still running up massive losses and trades at 71 times expected 2021 gross income. Therefore, the range of potential future outcomes is quite wide and investors could very well be dramatically overpaying by purchasing at today's prices. It should be viewed as a highly speculative investment accordingly.\nInvestor Takeaway\nNIO is currently struggling to turn a profit and has had to be bailed out by the Chinese government. At the same time, its valuation is sky-high. While this might steer many investors away and the stock is indeed a very speculative investment, there is also a plausible path for the company to become a $1 trillion mega cap by 2040 and generate attractive long-term returns for investors as a result.\nWhile not for the faint of heart and certainly not without risks, NIO could continue on its path towards becoming one of the world's pre-eminent mobility companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126805230,"gmtCreate":1624549866820,"gmtModify":1703840204922,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"Should not have sold it at $260!Keep going Microsoft ??","listText":"Should not have sold it at $260!Keep going Microsoft ??","text":"Should not have sold it at $260!Keep going Microsoft ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126805230","repostId":"1161267930","repostType":4,"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891317791,"gmtCreate":1628333796213,"gmtModify":1703505170454,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"Never heard of these three companies [Happy] ","listText":"Never heard of these three companies [Happy] ","text":"Never heard of these three companies [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/891317791","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178149045,"gmtCreate":1626793655387,"gmtModify":1703765385849,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"What about Amazon? Hopefully the space project of Jeff don’t fail ?","listText":"What about Amazon? Hopefully the space project of Jeff don’t fail ?","text":"What about Amazon? Hopefully the space project of Jeff don’t fail ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/178149045","repostId":"2152693458","repostType":4,"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583472745569103","authorId":"3583472745569103","name":"jemk","avatar":"https://static.tigerbbs.com/fbdba9574425992d23307e3b88148357","crmLevel":2,"crmLevelSwitch":0,"idStr":"3583472745569103","authorIdStr":"3583472745569103"},"content":"hopefully it goes well","text":"hopefully it goes well","html":"hopefully it goes well"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158646575,"gmtCreate":1625149029397,"gmtModify":1703737209168,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"Looking at the speed of new EV being produced, I can further delay my car licence exam to infinity ♾","listText":"Looking at the speed of new EV being produced, I can further delay my car licence exam to infinity ♾","text":"Looking at the speed of new EV being produced, I can further delay my car licence exam to infinity ♾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158646575","repostId":"1104567937","repostType":4,"repost":{"id":"1104567937","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625130111,"share":"https://ttm.financial/m/news/1104567937?lang=&edition=fundamental","pubTime":"2021-07-01 17:01","market":"us","language":"en","title":"Xpeng Motors delivered 6,565 vehicles in June 2021, increasing by 617% YOY","url":"https://stock-news.laohu8.com/highlight/detail?id=1104567937","media":"Tiger Newspress","summary":"6,565 vehicles delivered in June 2021, a record month with a 617% increase year-over-year. 17,398 vehicles delivered in 2Q 2021, a record quarter with a 439% increase year-over-year. 4,730 P7s delivered in June 2021, the highest monthly deliveries since the P7’s launch. 30,738 total vehicles delivered year-to-date, a 459% increase year-over-year. XPeng Inc., a leading Chinese smart electric vehicle company, today announced its vehicle delivery results for June 2021 and the second quarter 2021.X","content":"<ul>\n <li><i>6,565 vehicles delivered in June 2021, a record month with a 617% increase year-over-year</i></li>\n <li><i>17,398 vehicles delivered in 2Q 2021, a record quarter with a 439% increase year-over-year</i></li>\n <li><i>4,730 P7s delivered in June 2021, the highest monthly deliveries since the P7’s launch</i></li>\n <li><i>30,738 total vehicles delivered year-to-date, a 459% increase year-over-year</i></li>\n</ul>\n<p>XPeng Inc., a leading Chinese smart electric vehicle (“Smart EV”) company, today announced its vehicle delivery results for June 2021 and the second quarter 2021.</p>\n<p>XPeng recorded its highest-ever monthly deliveries in June of 6,565Smart EVs, representing a 617% increase year-over-year, and a 15% increase over last month. The Company also achieved a quarterly record of 17,398 deliveries in the second quarter 2021, marking a 439% increase year-over-year.</p>\n<p>June deliveries consisted of 4,730 P7s, the Company’s sports smart sedan, and 1,835 G3s, its smart compact SUV. As of June 30, 2021, year-to-date total deliveries reached 30,738 units, representing a 459% increase year-over-year.</p>\n<p>P7 deliveries continued record-breaking growth in June, reflecting the P7’s rising popularity among China’s tech-savvy consumers. Since mid-2020, 34,588 P7s have been delivered. The P7’s Navigation Guided Pilot (NGP) highway solutions are attracting wide customer appeal, reinforcing the Company’s commitment to technology innovation.</p>\n<p>The Company plans to launch the G3i SUV, the new mid-phase facelift version of G3, in July 2021, with deliveries planned for September this year. XPeng also plans to launch its third production model, the P5 family-friendly smart sedan, in the third quarter 2021 with deliveries expected in the fourth quarter 2021. Upon delivery, the P5 will be the world’s first mass-produced Smart EV equipped with auto-grade LiDAR technology.</p>\n<p>Xpeng Motors shares surged 1.7% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/6ba298fc9e19ac78062ee2f0fa764223\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></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>Xpeng Motors delivered 6,565 vehicles in June 2021, increasing by 617% YOY</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXpeng Motors delivered 6,565 vehicles in June 2021, increasing by 617% YOY\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-01 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li><i>6,565 vehicles delivered in June 2021, a record month with a 617% increase year-over-year</i></li>\n <li><i>17,398 vehicles delivered in 2Q 2021, a record quarter with a 439% increase year-over-year</i></li>\n <li><i>4,730 P7s delivered in June 2021, the highest monthly deliveries since the P7’s launch</i></li>\n <li><i>30,738 total vehicles delivered year-to-date, a 459% increase year-over-year</i></li>\n</ul>\n<p>XPeng Inc., a leading Chinese smart electric vehicle (“Smart EV”) company, today announced its vehicle delivery results for June 2021 and the second quarter 2021.</p>\n<p>XPeng recorded its highest-ever monthly deliveries in June of 6,565Smart EVs, representing a 617% increase year-over-year, and a 15% increase over last month. The Company also achieved a quarterly record of 17,398 deliveries in the second quarter 2021, marking a 439% increase year-over-year.</p>\n<p>June deliveries consisted of 4,730 P7s, the Company’s sports smart sedan, and 1,835 G3s, its smart compact SUV. As of June 30, 2021, year-to-date total deliveries reached 30,738 units, representing a 459% increase year-over-year.</p>\n<p>P7 deliveries continued record-breaking growth in June, reflecting the P7’s rising popularity among China’s tech-savvy consumers. Since mid-2020, 34,588 P7s have been delivered. The P7’s Navigation Guided Pilot (NGP) highway solutions are attracting wide customer appeal, reinforcing the Company’s commitment to technology innovation.</p>\n<p>The Company plans to launch the G3i SUV, the new mid-phase facelift version of G3, in July 2021, with deliveries planned for September this year. XPeng also plans to launch its third production model, the P5 family-friendly smart sedan, in the third quarter 2021 with deliveries expected in the fourth quarter 2021. Upon delivery, the P5 will be the world’s first mass-produced Smart EV equipped with auto-grade LiDAR technology.</p>\n<p>Xpeng Motors shares surged 1.7% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/6ba298fc9e19ac78062ee2f0fa764223\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104567937","content_text":"6,565 vehicles delivered in June 2021, a record month with a 617% increase year-over-year\n17,398 vehicles delivered in 2Q 2021, a record quarter with a 439% increase year-over-year\n4,730 P7s delivered in June 2021, the highest monthly deliveries since the P7’s launch\n30,738 total vehicles delivered year-to-date, a 459% increase year-over-year\n\nXPeng Inc., a leading Chinese smart electric vehicle (“Smart EV”) company, today announced its vehicle delivery results for June 2021 and the second quarter 2021.\nXPeng recorded its highest-ever monthly deliveries in June of 6,565Smart EVs, representing a 617% increase year-over-year, and a 15% increase over last month. The Company also achieved a quarterly record of 17,398 deliveries in the second quarter 2021, marking a 439% increase year-over-year.\nJune deliveries consisted of 4,730 P7s, the Company’s sports smart sedan, and 1,835 G3s, its smart compact SUV. As of June 30, 2021, year-to-date total deliveries reached 30,738 units, representing a 459% increase year-over-year.\nP7 deliveries continued record-breaking growth in June, reflecting the P7’s rising popularity among China’s tech-savvy consumers. Since mid-2020, 34,588 P7s have been delivered. The P7’s Navigation Guided Pilot (NGP) highway solutions are attracting wide customer appeal, reinforcing the Company’s commitment to technology innovation.\nThe Company plans to launch the G3i SUV, the new mid-phase facelift version of G3, in July 2021, with deliveries planned for September this year. XPeng also plans to launch its third production model, the P5 family-friendly smart sedan, in the third quarter 2021 with deliveries expected in the fourth quarter 2021. Upon delivery, the P5 will be the world’s first mass-produced Smart EV equipped with auto-grade LiDAR technology.\nXpeng Motors shares surged 1.7% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140436881,"gmtCreate":1625668301843,"gmtModify":1703746099464,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"Lol ? ","listText":"Lol ? ","text":"Lol ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140436881","repostId":"1105988207","repostType":4,"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140575566,"gmtCreate":1625667524055,"gmtModify":1703746060272,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"Still waiting for a good price to buy in… any suggestions when to buy?","listText":"Still waiting for a good price to buy in… any suggestions when to buy?","text":"Still waiting for a good price to buy in… any suggestions when to buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/140575566","repostId":"1129630404","repostType":4,"repost":{"id":"1129630404","pubTimestamp":1625583800,"share":"https://ttm.financial/m/news/1129630404?lang=&edition=fundamental","pubTime":"2021-07-06 23:03","market":"us","language":"en","title":"Amazon stock price climbs after Jeff Bezos leaves CEO seat","url":"https://stock-news.laohu8.com/highlight/detail?id=1129630404","media":"seekingalpha","summary":"Amazon(NASDAQ:AMZN)shares are up 3.3% on the first trading day after former Amazon Web Services head","content":"<ul>\n <li>Amazon(NASDAQ:AMZN)shares are up 3.3% on the first trading day after former Amazon Web Services head Andy Jassytook the CEO seatas Jeff Bezos transitioned to executive chairman.</li>\n <li>Jassy headed AWS since it was founded in 2003 and the cloud platform has remained the frontrunner of the infrastructure as a service public cloud market.</li>\n <li>Last year, AWS revenue totaled $26.2B with a 41% market share, according torecent Gartner data. Second place Microsoft had $12.7B and a 20% share. But Amazon's growth is decelerating, up only 29% on the year in 2020 versus the 49% gain for Microsoft Azure.</li>\n <li>Jassy will have to navigate a series of regulatory hurdles right out of the gate. Amazon is currently facing antitrust probes in Spain and the U.K. and faces a new U.S. FTC chair who previously spoke in favor of breaking up the e-commerce giant, prompting Amazon to ask Lina Khan to be recused from casesinvolving the company.</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon stock price climbs after Jeff Bezos leaves CEO seat</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\">\nAmazon stock price climbs after Jeff Bezos leaves CEO seat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 23:03 GMT+8 <a href=https://seekingalpha.com/news/3712943-amazon-stock-price-climbs-after-jeff-bezos-leaves-ceo-seat><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon(NASDAQ:AMZN)shares are up 3.3% on the first trading day after former Amazon Web Services head Andy Jassytook the CEO seatas Jeff Bezos transitioned to executive chairman.\nJassy headed AWS since...</p>\n\n<a href=\"https://seekingalpha.com/news/3712943-amazon-stock-price-climbs-after-jeff-bezos-leaves-ceo-seat\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/news/3712943-amazon-stock-price-climbs-after-jeff-bezos-leaves-ceo-seat","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1129630404","content_text":"Amazon(NASDAQ:AMZN)shares are up 3.3% on the first trading day after former Amazon Web Services head Andy Jassytook the CEO seatas Jeff Bezos transitioned to executive chairman.\nJassy headed AWS since it was founded in 2003 and the cloud platform has remained the frontrunner of the infrastructure as a service public cloud market.\nLast year, AWS revenue totaled $26.2B with a 41% market share, according torecent Gartner data. Second place Microsoft had $12.7B and a 20% share. But Amazon's growth is decelerating, up only 29% on the year in 2020 versus the 49% gain for Microsoft Azure.\nJassy will have to navigate a series of regulatory hurdles right out of the gate. Amazon is currently facing antitrust probes in Spain and the U.K. and faces a new U.S. FTC chair who previously spoke in favor of breaking up the e-commerce giant, prompting Amazon to ask Lina Khan to be recused from casesinvolving the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808812720,"gmtCreate":1627568473760,"gmtModify":1703492588953,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"Typo in point 1 paragraph 4, “Zoon”. [Surprised] ","listText":"Typo in point 1 paragraph 4, “Zoon”. [Surprised] ","text":"Typo in point 1 paragraph 4, “Zoon”. [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808812720","repostId":"2155003319","repostType":4,"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126052997,"gmtCreate":1624539254519,"gmtModify":1703839733075,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"Of course!","listText":"Of course!","text":"Of course!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126052997","repostId":"1198422658","repostType":4,"repost":{"id":"1198422658","pubTimestamp":1624533829,"share":"https://ttm.financial/m/news/1198422658?lang=&edition=fundamental","pubTime":"2021-06-24 19:23","market":"us","language":"en","title":"Is Amazon Stock A Better Buy Than Apple Through 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=1198422658","media":"The Street","summary":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?At first glance, Apple -Get Report and Amazon -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.First, I find it hig","content":"<blockquote>\n Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n</blockquote>\n<p>At first glance, Apple (<b>AAPL</b>) -Get Report and Amazon (<b>AMZN</b>) -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.</p>\n<p>But the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?</p>\n<p><b>AAPL and AMZN: same valuation?</b></p>\n<p>The P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.</p>\n<p>Amazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.</p>\n<p>By 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:</p>\n<ul>\n <li><b>Amazon</b>: 2025 EPS of $172.30, for a P/E of<b>20.4</b>times</li>\n <li><b>Apple</b>: fiscal 2025 EPS of $6.30, for a P/E of<b>21.2</b>times</li>\n</ul>\n<p>Given enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.</p>\n<p><b>Which is the best bet?</b></p>\n<p>If Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.</p>\n<p>From the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.</p>\n<p>Clearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.</p>\n<p>First, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.</p>\n<p>This is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.</p>\n<p>Regarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.</p>\n<p>In addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.</p>\n<p><img src=\"https://static.tigerbbs.com/0e59ae6a459751303dfd48c45ae47f99\" tg-width=\"700\" tg-height=\"199\" referrerpolicy=\"no-referrer\"><i>Figure 2: AMZN gross margin vs. operating margin.</i></p>\n<p><i>Stock Rover</i></p>\n<p><b>Twitter speaks</b></p>\n<p>Fun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?</p>\n<p><img src=\"https://static.tigerbbs.com/e56ed880cf0d62550fc0ee752a46efff\" tg-width=\"568\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Amazon Stock A Better Buy Than Apple Through 2025?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Amazon Stock A Better Buy Than Apple Through 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 19:23 GMT+8 <a href=https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025\">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","AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198422658","content_text":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, Apple (AAPL) -Get Report and Amazon (AMZN) -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.\nBut the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?\nAAPL and AMZN: same valuation?\nThe P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.\nAmazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.\nBy 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:\n\nAmazon: 2025 EPS of $172.30, for a P/E of20.4times\nApple: fiscal 2025 EPS of $6.30, for a P/E of21.2times\n\nGiven enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.\nWhich is the best bet?\nIf Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.\nFrom the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.\nClearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.\nFirst, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.\nThis is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.\nRegarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.\nIn addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.\nFigure 2: AMZN gross margin vs. operating margin.\nStock Rover\nTwitter speaks\nFun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808956443,"gmtCreate":1627552818882,"gmtModify":1703492219138,"author":{"id":"4087129035501240","authorId":"4087129035501240","name":"Yimong","avatar":"https://static.tigerbbs.com/e8cf7c1caf6e82524283bc517dca3ab4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087129035501240","authorIdStr":"4087129035501240"},"themes":[],"htmlText":"Evergreen stock ?Good for Long term investment ","listText":"Evergreen stock ?Good for Long term investment ","text":"Evergreen stock ?Good for Long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808956443","repostId":"2154509912","repostType":2,"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}