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Tesla Obviously Had A Disappointing Quarter, Expect More Pain

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Tesla Deliveries Rise to Record After Slashing Prices on EVs

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Apple and Amazon Earnings, a Federal Reserve Decision, January Jobs Data, and More for Investors to Watch This Week

2022-11-21

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郭明錤：歌尔股份可能停产的是AirPods Pro 2 并非需求问题

2022-10-23

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Galactic(SPCE)$","images":[{"img":"https://community-static.tradeup.com/news/fac61e5cbc166bbb71b4c2ea076ace2b","width":"1284","height":"2364"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234292457377792","isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9948363469,"gmtCreate":1680625547852,"gmtModify":1680625551631,"author":{"id":"4087561013797630","authorId":"4087561013797630","name":"kityeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087561013797630","authorIdStr":"4087561013797630"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948363469","repostId":"1143129882","repostType":2,"repost":{"id":"1143129882","kind":"news","pubTimestamp":1680618277,"share":"https://ttm.financial/m/news/1143129882?lang=&edition=fundamental","pubTime":"2023-04-04 22:24","market":"us","language":"en","title":"Tesla Obviously Had A Disappointing Quarter, Expect More Pain","url":"https://stock-news.laohu8.com/highlight/detail?id=1143129882","media":"Seeking Alpha","summary":"SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Tesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.</p></li><li><p>The company is rapidly seeing increased competition from both new companies at the top end and existing car companies ramping up production.</p></li><li><p>We see 2023 as a transition year, as other companies ramp up their production. That should cause Tesla&#39;s margins to decline, hurting the company&#39;s profits.</p></li><li><p>Regardless of the company&#39;s margins, it&#39;s already severely overvalued in a variety of margins, making it a poor investment.</p></li></ul><p>Tesla, Inc. (NASDAQ: TSLA) stock dropped more than 6% Monday after the company&#39;s recent press release once again raised concerns that additional price cuts are in the future. That&#39;s despite the company&#39;s strong 25.9% gross margins, which investors point to as evidence of the company&#39;s financial strength and unique pricing power.</p><h2 style=\"text-align: left;\">Tesla&#39;s Q1 2023 Deliveries</h2><p style=\"text-align: left;\">Tesla achieved strong deliveries in the first quarter. However, the company produced more than it delivered.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f89508063ee9dc35033f4fd24a35b9a6\" alt=\"Tesla Press Release\" title=\"Tesla Press Release\" tg-width=\"640\" tg-height=\"248\"/><span>Tesla Press Release</span></p><p style=\"text-align: left;\"><strong>Tesla Press Release</strong></p><p style=\"text-align: left;\">The company produced just under 441 thousand vehicles in the first quarter and managed to deliver about 95% of them. QoQ Model S/X, the company&#39;s high-end vehicle, saw production only drop 5%, but deliveries crumpled by almost 40%. That shows a lack of demand for the company&#39;s top-end vehicles, especially with price cuts.</p><p style=\"text-align: left;\">We expect Model S/X deliveries and demand to remain muted as high-margin competition arrives first through new companies such as Rivian (RIVN), Polestar (PSNY), and Lucid (LCID) along with established companies like BMW (OTCPK: BMWYY) and Mercedes (OTCPK: MBGAF). That lines up with our expectation that Tesla would see competition first at the top end of its portfolio, the same place that Tesla was able to start.</p><h2 style=\"text-align: left;\">Tesla&#39;s Pricing Cuts</h2><p style=\"text-align: left;\">The top story for Tesla has been the company&#39;s continued price cuts on its vehicles.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9cf899accf0819a015e8201c816249ca\" alt=\"USA Today\" title=\"USA Today\" tg-width=\"640\" tg-height=\"209\"/><span>USA Today</span></p><p style=\"text-align: left;\"><strong>USA Today</strong></p><p style=\"text-align: left;\">Tesla cut the prices of its vehicles by as much as 20% in January, and in March it cut the prices of its Model S and X between 4-9%. The company has record margins, but the more it needs to cut prices, the more that it cuts into those margins. Unfortunately for Tesla, even if it&#39;s better than the competition, new competition lowers margins.</p><p style=\"text-align: left;\">That can be seen in classic carmakers. Toyota (TM) and Honda (HMC) are widely considered to have the best reliability, and yet they don&#39;t dominate the entire market. There&#39;s other competition and pricing pressure. That&#39;s worth paying close attention to as an investor.</p><h2 style=\"text-align: left;\">Tesla&#39;s Rising Competition</h2><p style=\"text-align: left;\">Tesla is facing rising competition from its market share even as vehicle production goes up.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cba9cabe9bbaa012d768e578318aea6\" alt=\"Inside EVs\" title=\"Inside EVs\" tg-width=\"640\" tg-height=\"235\"/><span>Inside EVs</span></p><p style=\"text-align: left;\"><strong>Inside EVs</strong></p><p style=\"text-align: left;\">Tesla&#39;s registrations went up 34% YoY as the U.S. market faced more competition versus last year. Significant U.S. competition also caused the market to grow slower than the global markets. The company now has a 57% market share, with its second-largest competitor Chevrolet (GM) having an 8.5% share and Ford having a 7.7% share.</p><p style=\"text-align: left;\">We expect the company&#39;s competition to continue increasing its share. Rivian, for example, increased its market share by almost 300% YoY. It&#39;s also worth noting that Tesla likely saw an uptick in demand from its price increases, an uptick in demand that we don&#39;t expect to continue.</p><h2 style=\"text-align: left;\">2023 - A Tesla Transition Year</h2><p style=\"text-align: left;\">2023 is a transition year for Tesla. The company&#39;s competitors have come up with their models, and they&#39;re working to rapidly ramp up production.</p><p style=\"text-align: left;\">Rivian expects to produce 50 thousand vehicles in 2023, double 2022. Ford (F) plans to exit 2023 at more than 360 thousand vehicles/year in production, up from just under 62 thousand in 2022. Lucid is aiming to produce 12 thousand vehicles in 2023. Polestar is aiming to hit 80 thousand vehicles in 2023, up from 50 thousand in 2022.</p><p style=\"text-align: left;\">BMW is looking to triple its EV production in 2023 to almost 50 thousand vehicles. Each of these vehicles, especially on the upper end, will push down Tesla&#39;s margins substantially. That could hurt its ability to justify its valuations. Assuming its margins drop, that could crater its share price, by showing the market how overvalued the company is.</p><p style=\"text-align: left;\">At the same time, Tesla&#39;s other businesses aren&#39;t anywhere exciting yet. The company&#39;s solar business has a negligible market share, and it&#39;s to-date nowhere near releasing full self-driving. The company&#39;s most exciting business is the megapack, but it needs those battery packs for its own vehicles and its margins on the megapack are lower.</p><h2 style=\"text-align: left;\">Our View</h2><p style=\"text-align: left;\">Tesla is overvalued.</p><p style=\"text-align: left;\">In 2022, the company had $81 billion in revenue, $20 billion in gross profit, and $12.5 billion in net income. The company has a market capitalization of more than $600 billion. That&#39;s a P/E of 50 on net income, or 30 on gross profits. The company did manage to grow profits 50% YoY but as we discussed above we expect margins to drop.</p><p style=\"text-align: left;\">That could hurt the company&#39;s ability to justify its valuation substantially and cause its share price to decline.</p><h2 style=\"text-align: left;\">Thesis Risk</h2><p style=\"text-align: left;\">The largest risk to our thesis is Tesla&#39;s value as an independent brand. Assuming the company remains popular, and demand remains high, higher margins could result in higher profits. Even in that case, we don&#39;t see the company managing to justify its valuation. However, it&#39;s worth paying close attention to.</p><h2 style=\"text-align: left;\">Conclusion</h2><p style=\"text-align: left;\">Tesla, Inc. is dramatically overvalued. The company is trading at 8x sales and 50x net income. The company is supported by its strong margins, but new competition is rapidly ramping up its production, with most companies expecting to double to triple production in 2023. At a minimum, that will put strong pressure on margins.</p><p style=\"text-align: left;\">We expect that pressure on margins to cause Tesla, Inc.&#39;s profits to drop substantially. That&#39;s even when counting the company&#39;s 50% annualized anticipated production growth. We expect the company&#39;s market share to continue to decline. As a result, we recommend against investing in Tesla, Inc. stock for the long run.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Obviously Had A Disappointing Quarter, Expect More Pain</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Obviously Had A Disappointing Quarter, Expect More Pain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-04 22:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.The company is rapidly seeing increased competition from both new companies at the top end ...</p>\n\n<a href=\"https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1143129882","content_text":"SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.The company is rapidly seeing increased competition from both new companies at the top end and existing car companies ramping up production.We see 2023 as a transition year, as other companies ramp up their production. That should cause Tesla's margins to decline, hurting the company's profits.Regardless of the company's margins, it's already severely overvalued in a variety of margins, making it a poor investment.Tesla, Inc. (NASDAQ: TSLA) stock dropped more than 6% Monday after the company's recent press release once again raised concerns that additional price cuts are in the future. That's despite the company's strong 25.9% gross margins, which investors point to as evidence of the company's financial strength and unique pricing power.Tesla's Q1 2023 DeliveriesTesla achieved strong deliveries in the first quarter. However, the company produced more than it delivered.Tesla Press ReleaseTesla Press ReleaseThe company produced just under 441 thousand vehicles in the first quarter and managed to deliver about 95% of them. QoQ Model S/X, the company's high-end vehicle, saw production only drop 5%, but deliveries crumpled by almost 40%. That shows a lack of demand for the company's top-end vehicles, especially with price cuts.We expect Model S/X deliveries and demand to remain muted as high-margin competition arrives first through new companies such as Rivian (RIVN), Polestar (PSNY), and Lucid (LCID) along with established companies like BMW (OTCPK: BMWYY) and Mercedes (OTCPK: MBGAF). That lines up with our expectation that Tesla would see competition first at the top end of its portfolio, the same place that Tesla was able to start.Tesla's Pricing CutsThe top story for Tesla has been the company's continued price cuts on its vehicles.USA TodayUSA TodayTesla cut the prices of its vehicles by as much as 20% in January, and in March it cut the prices of its Model S and X between 4-9%. The company has record margins, but the more it needs to cut prices, the more that it cuts into those margins. Unfortunately for Tesla, even if it's better than the competition, new competition lowers margins.That can be seen in classic carmakers. Toyota (TM) and Honda (HMC) are widely considered to have the best reliability, and yet they don't dominate the entire market. There's other competition and pricing pressure. That's worth paying close attention to as an investor.Tesla's Rising CompetitionTesla is facing rising competition from its market share even as vehicle production goes up.Inside EVsInside EVsTesla's registrations went up 34% YoY as the U.S. market faced more competition versus last year. Significant U.S. competition also caused the market to grow slower than the global markets. The company now has a 57% market share, with its second-largest competitor Chevrolet (GM) having an 8.5% share and Ford having a 7.7% share.We expect the company's competition to continue increasing its share. Rivian, for example, increased its market share by almost 300% YoY. It's also worth noting that Tesla likely saw an uptick in demand from its price increases, an uptick in demand that we don't expect to continue.2023 - A Tesla Transition Year2023 is a transition year for Tesla. The company's competitors have come up with their models, and they're working to rapidly ramp up production.Rivian expects to produce 50 thousand vehicles in 2023, double 2022. Ford (F) plans to exit 2023 at more than 360 thousand vehicles/year in production, up from just under 62 thousand in 2022. Lucid is aiming to produce 12 thousand vehicles in 2023. Polestar is aiming to hit 80 thousand vehicles in 2023, up from 50 thousand in 2022.BMW is looking to triple its EV production in 2023 to almost 50 thousand vehicles. Each of these vehicles, especially on the upper end, will push down Tesla's margins substantially. That could hurt its ability to justify its valuations. Assuming its margins drop, that could crater its share price, by showing the market how overvalued the company is.At the same time, Tesla's other businesses aren't anywhere exciting yet. The company's solar business has a negligible market share, and it's to-date nowhere near releasing full self-driving. The company's most exciting business is the megapack, but it needs those battery packs for its own vehicles and its margins on the megapack are lower.Our ViewTesla is overvalued.In 2022, the company had $81 billion in revenue, $20 billion in gross profit, and $12.5 billion in net income. The company has a market capitalization of more than $600 billion. That's a P/E of 50 on net income, or 30 on gross profits. The company did manage to grow profits 50% YoY but as we discussed above we expect margins to drop.That could hurt the company's ability to justify its valuation substantially and cause its share price to decline.Thesis RiskThe largest risk to our thesis is Tesla's value as an independent brand. Assuming the company remains popular, and demand remains high, higher margins could result in higher profits. Even in that case, we don't see the company managing to justify its valuation. However, it's worth paying close attention to.ConclusionTesla, Inc. is dramatically overvalued. The company is trading at 8x sales and 50x net income. The company is supported by its strong margins, but new competition is rapidly ramping up its production, with most companies expecting to double to triple production in 2023. At a minimum, that will put strong pressure on margins.We expect that pressure on margins to cause Tesla, Inc.'s profits to drop substantially. That's even when counting the company's 50% annualized anticipated production growth. We expect the company's market share to continue to decline. As a result, we recommend against investing in Tesla, Inc. stock for the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941557529,"gmtCreate":1680488071062,"gmtModify":1680488074532,"author":{"id":"4087561013797630","authorId":"4087561013797630","name":"kityeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087561013797630","authorIdStr":"4087561013797630"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941557529","repostId":"2324087350","repostType":2,"repost":{"id":"2324087350","kind":"news","pubTimestamp":1680474974,"share":"https://ttm.financial/m/news/2324087350?lang=&edition=fundamental","pubTime":"2023-04-03 06:36","market":"us","language":"en","title":"Tesla Deliveries Rise to Record After Slashing Prices on EVs","url":"https://stock-news.laohu8.com/highlight/detail?id=2324087350","media":"Bloomberg","summary":"Tesla cut prices across its lineup in January to boost salesTesla will have to pick up the pace for ","content":"<html><head></head><body><ul><li><p>Tesla cut prices across its lineup in January to boost sales</p></li><li><p>Tesla will have to pick up the pace for deliveries: Munster</p></li></ul><p>Tesla Inc. delivered 422,875 cars worldwide in the first quarter, setting a record after it cut prices to appeal to consumers buffetted by rising interest rates and faster inflation.</p><p style=\"text-align: start;\">The results, posted Sunday, compare with the 421,164 vehicles analysts surveyed by Bloomberg had expected would be shipped.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e49006a4dcd53afd6e1843ef301ac47c\" tg-width=\"950\" tg-height=\"551\"/></p><p></p><p>Austin, Texas-based Tesla has led the auto industry into battery powered cars. The company produced 440,808 vehicles during the quarter, more than the 432,513 analysts expected. On the last earnings call, Chief Executive Officer Elon Musk said Tesla aims to make 1.8 million to 2 million vehicles this year. </p><p style=\"text-align: start;\">“Tesla deliveries were inline with the consensus numbers, but it was a disappointment relative to some of the whisper numbers,” said Gene Munster, managing partner of Deepwater Asset Management. “They grew deliveries 36% from a year ago, but Musk’s comment on the last earnings call was for 50% delivery growth. They will have to pick up the pace for deliveries for the rest of the year.”</p><p>Tesla doesn’t break out sales by region, but the US and China are its largest markets. The overwhelming majority of sales were of the Model 3 sedan and Y crossover. </p><p>Tesla slashed prices early in the year to boost demand after fourth-quarter deliveries disappointed investors.</p><p style=\"text-align: start;\">“With everything going on in the macro environment, these are very good numbers,” said Ben Kallo of Robert W. Baird. “There are a lot of different consensus figures out there. People will switch very quickly from this number to talking about what the margins will be for the first quarter. There’s been a lot of focus on price cuts hurting margins.”</p><p>The company makes the Model S, X, 3 and Y models in Fremont, California. Its Shanghai factory produces the Model 3 and Y. Tesla also makes the Model Y at its plants in Austin and Berlin.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Deliveries Rise to Record After Slashing Prices on EVs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Deliveries Rise to Record After Slashing Prices on EVs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-03 06:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-04-02/tesla-tsla-deliveries-rise-to-record-after-slashing-ev-prices><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla cut prices across its lineup in January to boost salesTesla will have to pick up the pace for deliveries: MunsterTesla Inc. delivered 422,875 cars worldwide in the first quarter, setting a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-02/tesla-tsla-deliveries-rise-to-record-after-slashing-ev-prices\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4585":"ETF&股票定投概念","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4534":"瑞士信贷持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4511":"特斯拉概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4527":"明星科技股","LU0823414478.USD":"法巴经典能源转换基金","BK4588":"碎股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4550":"红杉资本持仓","TSLA":"特斯拉","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4574":"无人驾驶","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4551":"寇图资本持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4581":"高盛持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2063271972.USD":"富兰克林创新领域基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC"},"source_url":"https://www.bloomberg.com/news/articles/2023-04-02/tesla-tsla-deliveries-rise-to-record-after-slashing-ev-prices","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324087350","content_text":"Tesla cut prices across its lineup in January to boost salesTesla will have to pick up the pace for deliveries: MunsterTesla Inc. delivered 422,875 cars worldwide in the first quarter, setting a record after it cut prices to appeal to consumers buffetted by rising interest rates and faster inflation.The results, posted Sunday, compare with the 421,164 vehicles analysts surveyed by Bloomberg had expected would be shipped.Austin, Texas-based Tesla has led the auto industry into battery powered cars. The company produced 440,808 vehicles during the quarter, more than the 432,513 analysts expected. On the last earnings call, Chief Executive Officer Elon Musk said Tesla aims to make 1.8 million to 2 million vehicles this year. “Tesla deliveries were inline with the consensus numbers, but it was a disappointment relative to some of the whisper numbers,” said Gene Munster, managing partner of Deepwater Asset Management. “They grew deliveries 36% from a year ago, but Musk’s comment on the last earnings call was for 50% delivery growth. They will have to pick up the pace for deliveries for the rest of the year.”Tesla doesn’t break out sales by region, but the US and China are its largest markets. The overwhelming majority of sales were of the Model 3 sedan and Y crossover. Tesla slashed prices early in the year to boost demand after fourth-quarter deliveries disappointed investors.“With everything going on in the macro environment, these are very good numbers,” said Ben Kallo of Robert W. Baird. “There are a lot of different consensus figures out there. People will switch very quickly from this number to talking about what the margins will be for the first quarter. There’s been a lot of focus on price cuts hurting margins.”The company makes the Model S, X, 3 and Y models in Fremont, California. Its Shanghai factory produces the Model 3 and Y. Tesla also makes the Model Y at its plants in Austin and Berlin.","news_type":1},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949393146,"gmtCreate":1678344108386,"gmtModify":1678344113089,"author":{"id":"4087561013797630","authorId":"4087561013797630","name":"kityeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087561013797630","authorIdStr":"4087561013797630"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949393146","repostId":"2316423971","repostType":2,"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952744847,"gmtCreate":1675039437089,"gmtModify":1676538970876,"author":{"id":"4087561013797630","authorId":"4087561013797630","name":"kityeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087561013797630","authorIdStr":"4087561013797630"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952744847","repostId":"2307434192","repostType":4,"repost":{"id":"2307434192","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1675033274,"share":"https://ttm.financial/m/news/2307434192?lang=&edition=fundamental","pubTime":"2023-01-30 07:01","market":"us","language":"en","title":"Apple and Amazon Earnings, a Federal Reserve Decision, January Jobs Data, and More for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2307434192","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n     It will be another major week of fourth-quarter earnings, with about 10","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     It will be another major week of fourth-quarter earnings, with about 100 S&amp;P 500 companies scheduled to report. There will also be a highly anticipated Federal Reserve interest-rate decision on Wednesday and the latest job-market data on Thursday and Friday. \n</p>\n<p>\n     Earnings highlights will include GE HealthCare Technologies and NXP Semiconductors on Monday, then  Advanced Micro Devices, Caterpillar, Exxon Mobil, General Motors, McDonald's, Pfizer, and United Parcel Service on Tuesday. \n</p>\n<p>\n     Wednesday will bring results from <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Thermo Fisher Scientific, and T-Mobile US, followed by a busy Thursday:  Alphabet, Amazon.com, Apple, Eli Lilly, Ford Motor, Merck, Qualcomm, and Starbucks all report. Cigna, LyondellBasell Industries, and <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a> will close the week on Friday. \n</p>\n<p>\n     The main event on this week's economic calendar will be Wednesday's conclusion of a two-day meeting of the Federal Open Market Committee. The central bank is widely expected to raise the federal-funds rate by a quarter of a percentage point, to a target range of 4.50% to 4.75%. As always, the post-meeting press conference with Chairman Jerome Powell will be closely watched for hints to the Fed's next moves. \n</p>\n<p>\n     The economic-data highlight of the week will be Friday's jobs report for January. Economist consensus calls for a 190,000-strong rise in nonfarm payrolls, following a gain of 223,000 in December. The unemployment rate is expected to tick up a tenth of a point, to 3.6%. \n</p>\n<p>\n     Other data out this week will include S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a>'s Case-Shiller National Home Price Index for November on Tuesday and the Bureau of Labor Statistics' Job Openings and Labor Turnover Survey for December on Thursday. \n</p>\n<p>\n     Monday 1/30 \n</p>\n<p>\n     Franklin Resources, GE HealthCare Technologies, and NXP Semiconductors report quarterly results. \n</p>\n<p>\n     Tuesday 1/31 \n</p>\n<p>\n     Advanced Micro Devices, Amgen, Caterpillar, Chubb, Edwards Lifesciences, Electronic Arts, Exxon Mobil, General Motors, Marathon Petroleum, McDonald's, Mondelez International, Moody's, MSCI, Pfizer, <a href=\"https://laohu8.com/S/PSX\">Phillips 66</a>, Stryker, Sysco, and United Parcel Service announce earnings. \n</p>\n<p>\n     The Institute for Supply Management releases the Chicago Business Barometer for January. Consensus estimate is for a 45.5 reading, roughly even with December. The index has had four consecutive readings below 50, indicating a contracting economy. \n</p>\n<p>\n     S&amp;P CoreLogic releases the Case-Shiller National Home Price Index for November. Economists forecast a 7% year-over-year rise, compared with 9.2% increase previously. \n</p>\n<p>\n     Wednesday 2/1 \n</p>\n<p>\n     Allstate, Altria Group, Boston Scientific, Corteva, GSK, Johnson Controls International, Humana, Meta Platforms, MetLife, Novartis, Novo Nordisk, <a href=\"https://laohu8.com/S/ODFL\">Old Dominion Freight Line</a>, Thermo Fisher Scientific, T-Mobile US, and Waste Management release quarterly results. \n</p>\n<p>\n     The Federal Open Market Committee announces its monetary-policy decision. The central bank is widely expected to raise the federal-funds rate by 25 basis points to 4.5%-4.75%. Wall Street is eager to hear from Fed Chairman Jerome Powell and glean any hints as to when the FOMC might pause its interest-rate hiking campaign. \n</p>\n<p>\n     ADP releases its National Employment Report for January. Expectations are for the economy to add 170,000 jobs after an increase of 235,000 in December. \n</p>\n<p>\n     The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. The consensus call is for 10.3 million job openings on the last business day of December, 158,000 fewer than in November. \n</p>\n<p>\n     Thursday 2/2 \n</p>\n<p>\n     Big Tech headlines a big day for earnings. Three of the four largest U.S. companies by market value, Alphabet, Amazon.com, and Apple, all release results after the market close. \n</p>\n<p>\n     Becton Dickinson, Bristol Myers Squibb, ConocoPhillips, Eli Lilly, Estée Lauder, Ford Motor, Gilead Sciences, Hershey, Honeywell International, Intercontinental Exchange, Merck, Qualcomm, Shell, and Starbucks hold conference calls to discuss earnings. \n</p>\n<p>\n     Friday 2/3 \n</p>\n<p>\n     Aon, Cboe Global Markets, Cigna, LyondellBasell Industries, Regeneron Pharmaceuticals, and Sanofi report quarterly results. \n</p>\n<p>\n     The BLS releases the jobs report for January. Economists forecast a 190,000 increase in nonfarm payrolls, after a 223,000 gain in December. The unemployment rate is expected to edge up to 3.6% from 3.5%. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 30, 2023 08:43 ET (13:43 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Apple and Amazon Earnings, a Federal Reserve Decision, January Jobs Data, and More for Investors to Watch This Week</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\">\nApple and Amazon Earnings, a Federal Reserve Decision, January Jobs Data, and More for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-30 07:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     It will be another major week of fourth-quarter earnings, with about 100 S&amp;P 500 companies scheduled to report. There will also be a highly anticipated Federal Reserve interest-rate decision on Wednesday and the latest job-market data on Thursday and Friday. \n</p>\n<p>\n     Earnings highlights will include GE HealthCare Technologies and NXP Semiconductors on Monday, then  Advanced Micro Devices, Caterpillar, Exxon Mobil, General Motors, McDonald's, Pfizer, and United Parcel Service on Tuesday. \n</p>\n<p>\n     Wednesday will bring results from <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Thermo Fisher Scientific, and T-Mobile US, followed by a busy Thursday:  Alphabet, Amazon.com, Apple, Eli Lilly, Ford Motor, Merck, Qualcomm, and Starbucks all report. Cigna, LyondellBasell Industries, and <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a> will close the week on Friday. \n</p>\n<p>\n     The main event on this week's economic calendar will be Wednesday's conclusion of a two-day meeting of the Federal Open Market Committee. The central bank is widely expected to raise the federal-funds rate by a quarter of a percentage point, to a target range of 4.50% to 4.75%. As always, the post-meeting press conference with Chairman Jerome Powell will be closely watched for hints to the Fed's next moves. \n</p>\n<p>\n     The economic-data highlight of the week will be Friday's jobs report for January. Economist consensus calls for a 190,000-strong rise in nonfarm payrolls, following a gain of 223,000 in December. The unemployment rate is expected to tick up a tenth of a point, to 3.6%. \n</p>\n<p>\n     Other data out this week will include S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a>'s Case-Shiller National Home Price Index for November on Tuesday and the Bureau of Labor Statistics' Job Openings and Labor Turnover Survey for December on Thursday. \n</p>\n<p>\n     Monday 1/30 \n</p>\n<p>\n     Franklin Resources, GE HealthCare Technologies, and NXP Semiconductors report quarterly results. \n</p>\n<p>\n     Tuesday 1/31 \n</p>\n<p>\n     Advanced Micro Devices, Amgen, Caterpillar, Chubb, Edwards Lifesciences, Electronic Arts, Exxon Mobil, General Motors, Marathon Petroleum, McDonald's, Mondelez International, Moody's, MSCI, Pfizer, <a href=\"https://laohu8.com/S/PSX\">Phillips 66</a>, Stryker, Sysco, and United Parcel Service announce earnings. \n</p>\n<p>\n     The Institute for Supply Management releases the Chicago Business Barometer for January. Consensus estimate is for a 45.5 reading, roughly even with December. The index has had four consecutive readings below 50, indicating a contracting economy. \n</p>\n<p>\n     S&amp;P CoreLogic releases the Case-Shiller National Home Price Index for November. Economists forecast a 7% year-over-year rise, compared with 9.2% increase previously. \n</p>\n<p>\n     Wednesday 2/1 \n</p>\n<p>\n     Allstate, Altria Group, Boston Scientific, Corteva, GSK, Johnson Controls International, Humana, Meta Platforms, MetLife, Novartis, Novo Nordisk, <a href=\"https://laohu8.com/S/ODFL\">Old Dominion Freight Line</a>, Thermo Fisher Scientific, T-Mobile US, and Waste Management release quarterly results. \n</p>\n<p>\n     The Federal Open Market Committee announces its monetary-policy decision. The central bank is widely expected to raise the federal-funds rate by 25 basis points to 4.5%-4.75%. Wall Street is eager to hear from Fed Chairman Jerome Powell and glean any hints as to when the FOMC might pause its interest-rate hiking campaign. \n</p>\n<p>\n     ADP releases its National Employment Report for January. Expectations are for the economy to add 170,000 jobs after an increase of 235,000 in December. \n</p>\n<p>\n     The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. The consensus call is for 10.3 million job openings on the last business day of December, 158,000 fewer than in November. \n</p>\n<p>\n     Thursday 2/2 \n</p>\n<p>\n     Big Tech headlines a big day for earnings. Three of the four largest U.S. companies by market value, Alphabet, Amazon.com, and Apple, all release results after the market close. \n</p>\n<p>\n     Becton Dickinson, Bristol Myers Squibb, ConocoPhillips, Eli Lilly, Estée Lauder, Ford Motor, Gilead Sciences, Hershey, Honeywell International, Intercontinental Exchange, Merck, Qualcomm, Shell, and Starbucks hold conference calls to discuss earnings. \n</p>\n<p>\n     Friday 2/3 \n</p>\n<p>\n     Aon, Cboe Global Markets, Cigna, LyondellBasell Industries, Regeneron Pharmaceuticals, and Sanofi report quarterly results. \n</p>\n<p>\n     The BLS releases the jobs report for January. Economists forecast a 190,000 increase in nonfarm payrolls, after a 223,000 gain in December. The unemployment rate is expected to edge up to 3.6% from 3.5%. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 30, 2023 08:43 ET (13:43 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天","XOM":"埃克森美孚","ISBC":"投资者银行","AMZN":"亚马逊","AAPL":"苹果","GEHC":"GE HEALTHCARE TECHNOLOGIES INC","AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2307434192","content_text":"By Nicholas Jasinski \n\n\n     It will be another major week of fourth-quarter earnings, with about 100 S&P 500 companies scheduled to report. There will also be a highly anticipated Federal Reserve interest-rate decision on Wednesday and the latest job-market data on Thursday and Friday. \n\n\n     Earnings highlights will include GE HealthCare Technologies and NXP Semiconductors on Monday, then  Advanced Micro Devices, Caterpillar, Exxon Mobil, General Motors, McDonald's, Pfizer, and United Parcel Service on Tuesday. \n\n\n     Wednesday will bring results from Meta Platforms, Thermo Fisher Scientific, and T-Mobile US, followed by a busy Thursday:  Alphabet, Amazon.com, Apple, Eli Lilly, Ford Motor, Merck, Qualcomm, and Starbucks all report. Cigna, LyondellBasell Industries, and Sanofi will close the week on Friday. \n\n\n     The main event on this week's economic calendar will be Wednesday's conclusion of a two-day meeting of the Federal Open Market Committee. The central bank is widely expected to raise the federal-funds rate by a quarter of a percentage point, to a target range of 4.50% to 4.75%. As always, the post-meeting press conference with Chairman Jerome Powell will be closely watched for hints to the Fed's next moves. \n\n\n     The economic-data highlight of the week will be Friday's jobs report for January. Economist consensus calls for a 190,000-strong rise in nonfarm payrolls, following a gain of 223,000 in December. The unemployment rate is expected to tick up a tenth of a point, to 3.6%. \n\n\n     Other data out this week will include S&P CoreLogic's Case-Shiller National Home Price Index for November on Tuesday and the Bureau of Labor Statistics' Job Openings and Labor Turnover Survey for December on Thursday. \n\n\n     Monday 1/30 \n\n\n     Franklin Resources, GE HealthCare Technologies, and NXP Semiconductors report quarterly results. \n\n\n     Tuesday 1/31 \n\n\n     Advanced Micro Devices, Amgen, Caterpillar, Chubb, Edwards Lifesciences, Electronic Arts, Exxon Mobil, General Motors, Marathon Petroleum, McDonald's, Mondelez International, Moody's, MSCI, Pfizer, Phillips 66, Stryker, Sysco, and United Parcel Service announce earnings. \n\n\n     The Institute for Supply Management releases the Chicago Business Barometer for January. Consensus estimate is for a 45.5 reading, roughly even with December. The index has had four consecutive readings below 50, indicating a contracting economy. \n\n\n     S&P CoreLogic releases the Case-Shiller National Home Price Index for November. Economists forecast a 7% year-over-year rise, compared with 9.2% increase previously. \n\n\n     Wednesday 2/1 \n\n\n     Allstate, Altria Group, Boston Scientific, Corteva, GSK, Johnson Controls International, Humana, Meta Platforms, MetLife, Novartis, Novo Nordisk, Old Dominion Freight Line, Thermo Fisher Scientific, T-Mobile US, and Waste Management release quarterly results. \n\n\n     The Federal Open Market Committee announces its monetary-policy decision. The central bank is widely expected to raise the federal-funds rate by 25 basis points to 4.5%-4.75%. Wall Street is eager to hear from Fed Chairman Jerome Powell and glean any hints as to when the FOMC might pause its interest-rate hiking campaign. \n\n\n     ADP releases its National Employment Report for January. Expectations are for the economy to add 170,000 jobs after an increase of 235,000 in December. \n\n\n     The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. The consensus call is for 10.3 million job openings on the last business day of December, 158,000 fewer than in November. \n\n\n     Thursday 2/2 \n\n\n     Big Tech headlines a big day for earnings. Three of the four largest U.S. companies by market value, Alphabet, Amazon.com, and Apple, all release results after the market close. \n\n\n     Becton Dickinson, Bristol Myers Squibb, ConocoPhillips, Eli Lilly, Estée Lauder, Ford Motor, Gilead Sciences, Hershey, Honeywell International, Intercontinental Exchange, Merck, Qualcomm, Shell, and Starbucks hold conference calls to discuss earnings. \n\n\n     Friday 2/3 \n\n\n     Aon, Cboe Global Markets, Cigna, LyondellBasell Industries, Regeneron Pharmaceuticals, and Sanofi report quarterly results. \n\n\n     The BLS releases the jobs report for January. Economists forecast a 190,000 increase in nonfarm payrolls, after a 223,000 gain in December. The unemployment rate is expected to edge up to 3.6% from 3.5%. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 30, 2023 08:43 ET (13:43 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961420232,"gmtCreate":1669026586526,"gmtModify":1676538141470,"author":{"id":"4087561013797630","authorId":"4087561013797630","name":"kityeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087561013797630","authorIdStr":"4087561013797630"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>[Miser]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$&nbsp;</a><v-v 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[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960136150","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987458745,"gmtCreate":1667971344988,"gmtModify":1676537992668,"author":{"id":"4087561013797630","authorId":"4087561013797630","name":"kityeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087561013797630","authorIdStr":"4087561013797630"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"0\"></v-v>[Cry]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"0\"></v-v>[Cry]&nbsp;","text":"$Tesla Motors(TSLA)$[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987458745","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987460360,"gmtCreate":1667964238551,"gmtModify":1676537991692,"author":{"id":"4087561013797630","authorId":"4087561013797630","name":"kityeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087561013797630","authorIdStr":"4087561013797630"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987460360","repostId":"2282948990","repostType":2,"repost":{"id":"2282948990","kind":"highlight","pubTimestamp":1667949142,"share":"https://ttm.financial/m/news/2282948990?lang=&edition=fundamental","pubTime":"2022-11-09 07:12","market":"hk","language":"zh","title":"郭明錤：歌尔股份可能停产的是AirPods Pro 2 并非需求问题","url":"https://stock-news.laohu8.com/highlight/detail?id=2282948990","media":"华尔街见闻","summary":"郭明錤称，不清楚歌尔股份将何时恢复生产AirPods Pro 2，也不清楚停产对该司明年的苹果订单和其他苹果产品的订单有怎样的影响。此前媒体称，歌尔股份停产主要因为良率不佳，但不存在传闻中的良率造假，甚至被罚款。","content":"<html><head></head><body><blockquote>郭明錤称，不清楚歌尔股份将何时恢复生产AirPods Pro 2，也不清楚停产对该司明年的苹果订单和其他苹果产品的订单有怎样的影响。此前媒体称，歌尔股份停产主要因为良率不佳，但不存在传闻中的良率造假，甚至被罚款。</blockquote><p>新近消息显示，<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>硬件厂商<a href=\"https://laohu8.com/S/002241\">歌尔股份</a>最近被砍单的产品可能是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>今年9月发布的耳机新品。</p><p>11月8日周二晚间，歌尔股份发布风险提示性公告称，公司近日收到境外某大客户的通知，暂停生产其一款智能声学整机产品，目前与该客户的其他产品项目合作正常。</p><p>歌尔股份预计，本次业务变动将影响2022年度营业收入不超过33亿元，约占公司2021年度经审计营业收入的4.2%。该事项对公司经营业绩的影响仍在评估中。公司将尽快推动相关评估，并依法依规履行信息披露义务。</p><p>此后，苹果“预言帝” 、天风国际的资<a href=\"https://laohu8.com/S/000021\">深科技</a>业分析师郭明錤发推称，据他的最新调查，歌尔股份暂时停产的产品可能是9月刚发布并上市的无线耳机AirPods Pro 2，停产比较可能源于生产问题，而非需求问题。</p><p><img src=\"https://static.tigerbbs.com/43f644fe86be969c0ec480532c03a5bd\" tg-width=\"510\" tg-height=\"311\" referrerpolicy=\"no-referrer\"/></p><p>郭明錤称，为了填补生产缺口，苹果的重要供应商<a href=\"https://laohu8.com/S/002475\">立讯精密</a>已扩大生产，并获得了AirPods Pro 2的所有订单，成为AirPods Pro 2的独家组装公司。</p><p>郭明錤还表示，目前不清楚歌尔股份将何时恢复生产AirPods Pro 2，也不清楚这次事件对该司明年的苹果订单和其他苹果产品的订单有怎样的影响。</p><p>郭明錤预计，今年第四季度AirPods Pro 2的出货量约为2000万部。</p><p><img src=\"https://static.tigerbbs.com/ad38202d711230b1416a83e957f17b03\" tg-width=\"540\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/></p><p>在歌尔股份公告前，周二稍早有市场传闻称，歌尔股份代工的苹果耳机因良率不高，短期订单被调整，还有传闻称，歌尔涉嫌良率造假被发现，被客户罚款。</p><p>澎湃新闻此后提到，熟悉电子行业的人士透露，歌尔股份这次丢掉的订单为苹果耳机AirPods Pro，主要因为良率不佳，但不存在传闻中的良率造假，甚至被罚款等情况。还有苹果供应链人士透露，歌尔股份这次短期订单确实被调整，新项目是否与歌尔股份继续合作还未知。</p></body></html>","source":"wallstreetcn_api","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\" 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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\">\n郭明錤：歌尔股份可能停产的是AirPods Pro 2 并非需求问题\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 07:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3674477><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>郭明錤称，不清楚歌尔股份将何时恢复生产AirPods Pro 2，也不清楚停产对该司明年的苹果订单和其他苹果产品的订单有怎样的影响。此前媒体称，歌尔股份停产主要因为良率不佳，但不存在传闻中的良率造假，甚至被罚款。新近消息显示，智能硬件厂商歌尔股份最近被砍单的产品可能是苹果今年9月发布的耳机新品。11月8日周二晚间，歌尔股份发布风险提示性公告称，公司近日收到境外某大客户的通知，暂停生产其一款智能声学...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3674477\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/58daa4acb34208f19fa5b9e344fb67ba","relate_stocks":{"IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4553":"喜马拉雅资本持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4571":"数字音乐概念","BK4507":"流媒体概念","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) 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INC","BK4532":"文艺复兴科技持仓"},"source_url":"https://wallstreetcn.com/articles/3674477","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282948990","content_text":"郭明錤称，不清楚歌尔股份将何时恢复生产AirPods Pro 2，也不清楚停产对该司明年的苹果订单和其他苹果产品的订单有怎样的影响。此前媒体称，歌尔股份停产主要因为良率不佳，但不存在传闻中的良率造假，甚至被罚款。新近消息显示，智能硬件厂商歌尔股份最近被砍单的产品可能是苹果今年9月发布的耳机新品。11月8日周二晚间，歌尔股份发布风险提示性公告称，公司近日收到境外某大客户的通知，暂停生产其一款智能声学整机产品，目前与该客户的其他产品项目合作正常。歌尔股份预计，本次业务变动将影响2022年度营业收入不超过33亿元，约占公司2021年度经审计营业收入的4.2%。该事项对公司经营业绩的影响仍在评估中。公司将尽快推动相关评估，并依法依规履行信息披露义务。此后，苹果“预言帝” 、天风国际的资深科技业分析师郭明錤发推称，据他的最新调查，歌尔股份暂时停产的产品可能是9月刚发布并上市的无线耳机AirPods Pro 2，停产比较可能源于生产问题，而非需求问题。郭明錤称，为了填补生产缺口，苹果的重要供应商立讯精密已扩大生产，并获得了AirPods Pro 2的所有订单，成为AirPods Pro 2的独家组装公司。郭明錤还表示，目前不清楚歌尔股份将何时恢复生产AirPods Pro 2，也不清楚这次事件对该司明年的苹果订单和其他苹果产品的订单有怎样的影响。郭明錤预计，今年第四季度AirPods Pro 2的出货量约为2000万部。在歌尔股份公告前，周二稍早有市场传闻称，歌尔股份代工的苹果耳机因良率不高，短期订单被调整，还有传闻称，歌尔涉嫌良率造假被发现，被客户罚款。澎湃新闻此后提到，熟悉电子行业的人士透露，歌尔股份这次丢掉的订单为苹果耳机AirPods Pro，主要因为良率不佳，但不存在传闻中的良率造假，甚至被罚款等情况。还有苹果供应链人士透露，歌尔股份这次短期订单确实被调整，新项目是否与歌尔股份继续合作还未知。","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981298126,"gmtCreate":1666505927165,"gmtModify":1676537763725,"author":{"id":"4087561013797630","authorId":"4087561013797630","name":"kityeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087561013797630","authorIdStr":"4087561013797630"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>[Miser]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v 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Motors(TSLA)$</a><v-v data-views=\"0\"></v-v>[Cry]&nbsp;","text":"$Tesla Motors(TSLA)$[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987458745","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948363469,"gmtCreate":1680625547852,"gmtModify":1680625551631,"author":{"id":"4087561013797630","authorId":"4087561013797630","name":"kityeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087561013797630","idStr":"4087561013797630"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948363469","repostId":"1143129882","repostType":2,"repost":{"id":"1143129882","kind":"news","pubTimestamp":1680618277,"share":"https://ttm.financial/m/news/1143129882?lang=&edition=fundamental","pubTime":"2023-04-04 22:24","market":"us","language":"en","title":"Tesla Obviously Had A Disappointing Quarter, Expect More Pain","url":"https://stock-news.laohu8.com/highlight/detail?id=1143129882","media":"Seeking Alpha","summary":"SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Tesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.</p></li><li><p>The company is rapidly seeing increased competition from both new companies at the top end and existing car companies ramping up production.</p></li><li><p>We see 2023 as a transition year, as other companies ramp up their production. That should cause Tesla&#39;s margins to decline, hurting the company&#39;s profits.</p></li><li><p>Regardless of the company&#39;s margins, it&#39;s already severely overvalued in a variety of margins, making it a poor investment.</p></li></ul><p>Tesla, Inc. (NASDAQ: TSLA) stock dropped more than 6% Monday after the company&#39;s recent press release once again raised concerns that additional price cuts are in the future. That&#39;s despite the company&#39;s strong 25.9% gross margins, which investors point to as evidence of the company&#39;s financial strength and unique pricing power.</p><h2 style=\"text-align: left;\">Tesla&#39;s Q1 2023 Deliveries</h2><p style=\"text-align: left;\">Tesla achieved strong deliveries in the first quarter. However, the company produced more than it delivered.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f89508063ee9dc35033f4fd24a35b9a6\" alt=\"Tesla Press Release\" title=\"Tesla Press Release\" tg-width=\"640\" tg-height=\"248\"/><span>Tesla Press Release</span></p><p style=\"text-align: left;\"><strong>Tesla Press Release</strong></p><p style=\"text-align: left;\">The company produced just under 441 thousand vehicles in the first quarter and managed to deliver about 95% of them. QoQ Model S/X, the company&#39;s high-end vehicle, saw production only drop 5%, but deliveries crumpled by almost 40%. That shows a lack of demand for the company&#39;s top-end vehicles, especially with price cuts.</p><p style=\"text-align: left;\">We expect Model S/X deliveries and demand to remain muted as high-margin competition arrives first through new companies such as Rivian (RIVN), Polestar (PSNY), and Lucid (LCID) along with established companies like BMW (OTCPK: BMWYY) and Mercedes (OTCPK: MBGAF). That lines up with our expectation that Tesla would see competition first at the top end of its portfolio, the same place that Tesla was able to start.</p><h2 style=\"text-align: left;\">Tesla&#39;s Pricing Cuts</h2><p style=\"text-align: left;\">The top story for Tesla has been the company&#39;s continued price cuts on its vehicles.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9cf899accf0819a015e8201c816249ca\" alt=\"USA Today\" title=\"USA Today\" tg-width=\"640\" tg-height=\"209\"/><span>USA Today</span></p><p style=\"text-align: left;\"><strong>USA Today</strong></p><p style=\"text-align: left;\">Tesla cut the prices of its vehicles by as much as 20% in January, and in March it cut the prices of its Model S and X between 4-9%. The company has record margins, but the more it needs to cut prices, the more that it cuts into those margins. Unfortunately for Tesla, even if it&#39;s better than the competition, new competition lowers margins.</p><p style=\"text-align: left;\">That can be seen in classic carmakers. Toyota (TM) and Honda (HMC) are widely considered to have the best reliability, and yet they don&#39;t dominate the entire market. There&#39;s other competition and pricing pressure. That&#39;s worth paying close attention to as an investor.</p><h2 style=\"text-align: left;\">Tesla&#39;s Rising Competition</h2><p style=\"text-align: left;\">Tesla is facing rising competition from its market share even as vehicle production goes up.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cba9cabe9bbaa012d768e578318aea6\" alt=\"Inside EVs\" title=\"Inside EVs\" tg-width=\"640\" tg-height=\"235\"/><span>Inside EVs</span></p><p style=\"text-align: left;\"><strong>Inside EVs</strong></p><p style=\"text-align: left;\">Tesla&#39;s registrations went up 34% YoY as the U.S. market faced more competition versus last year. Significant U.S. competition also caused the market to grow slower than the global markets. The company now has a 57% market share, with its second-largest competitor Chevrolet (GM) having an 8.5% share and Ford having a 7.7% share.</p><p style=\"text-align: left;\">We expect the company&#39;s competition to continue increasing its share. Rivian, for example, increased its market share by almost 300% YoY. It&#39;s also worth noting that Tesla likely saw an uptick in demand from its price increases, an uptick in demand that we don&#39;t expect to continue.</p><h2 style=\"text-align: left;\">2023 - A Tesla Transition Year</h2><p style=\"text-align: left;\">2023 is a transition year for Tesla. The company&#39;s competitors have come up with their models, and they&#39;re working to rapidly ramp up production.</p><p style=\"text-align: left;\">Rivian expects to produce 50 thousand vehicles in 2023, double 2022. Ford (F) plans to exit 2023 at more than 360 thousand vehicles/year in production, up from just under 62 thousand in 2022. Lucid is aiming to produce 12 thousand vehicles in 2023. Polestar is aiming to hit 80 thousand vehicles in 2023, up from 50 thousand in 2022.</p><p style=\"text-align: left;\">BMW is looking to triple its EV production in 2023 to almost 50 thousand vehicles. Each of these vehicles, especially on the upper end, will push down Tesla&#39;s margins substantially. That could hurt its ability to justify its valuations. Assuming its margins drop, that could crater its share price, by showing the market how overvalued the company is.</p><p style=\"text-align: left;\">At the same time, Tesla&#39;s other businesses aren&#39;t anywhere exciting yet. The company&#39;s solar business has a negligible market share, and it&#39;s to-date nowhere near releasing full self-driving. The company&#39;s most exciting business is the megapack, but it needs those battery packs for its own vehicles and its margins on the megapack are lower.</p><h2 style=\"text-align: left;\">Our View</h2><p style=\"text-align: left;\">Tesla is overvalued.</p><p style=\"text-align: left;\">In 2022, the company had $81 billion in revenue, $20 billion in gross profit, and $12.5 billion in net income. The company has a market capitalization of more than $600 billion. That&#39;s a P/E of 50 on net income, or 30 on gross profits. The company did manage to grow profits 50% YoY but as we discussed above we expect margins to drop.</p><p style=\"text-align: left;\">That could hurt the company&#39;s ability to justify its valuation substantially and cause its share price to decline.</p><h2 style=\"text-align: left;\">Thesis Risk</h2><p style=\"text-align: left;\">The largest risk to our thesis is Tesla&#39;s value as an independent brand. Assuming the company remains popular, and demand remains high, higher margins could result in higher profits. Even in that case, we don&#39;t see the company managing to justify its valuation. However, it&#39;s worth paying close attention to.</p><h2 style=\"text-align: left;\">Conclusion</h2><p style=\"text-align: left;\">Tesla, Inc. is dramatically overvalued. The company is trading at 8x sales and 50x net income. The company is supported by its strong margins, but new competition is rapidly ramping up its production, with most companies expecting to double to triple production in 2023. At a minimum, that will put strong pressure on margins.</p><p style=\"text-align: left;\">We expect that pressure on margins to cause Tesla, Inc.&#39;s profits to drop substantially. That&#39;s even when counting the company&#39;s 50% annualized anticipated production growth. We expect the company&#39;s market share to continue to decline. As a result, we recommend against investing in Tesla, Inc. stock for the long run.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Obviously Had A Disappointing Quarter, Expect More Pain</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Obviously Had A Disappointing Quarter, Expect More Pain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-04 22:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.The company is rapidly seeing increased competition from both new companies at the top end ...</p>\n\n<a href=\"https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1143129882","content_text":"SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.The company is rapidly seeing increased competition from both new companies at the top end and existing car companies ramping up production.We see 2023 as a transition year, as other companies ramp up their production. That should cause Tesla's margins to decline, hurting the company's profits.Regardless of the company's margins, it's already severely overvalued in a variety of margins, making it a poor investment.Tesla, Inc. (NASDAQ: TSLA) stock dropped more than 6% Monday after the company's recent press release once again raised concerns that additional price cuts are in the future. That's despite the company's strong 25.9% gross margins, which investors point to as evidence of the company's financial strength and unique pricing power.Tesla's Q1 2023 DeliveriesTesla achieved strong deliveries in the first quarter. However, the company produced more than it delivered.Tesla Press ReleaseTesla Press ReleaseThe company produced just under 441 thousand vehicles in the first quarter and managed to deliver about 95% of them. QoQ Model S/X, the company's high-end vehicle, saw production only drop 5%, but deliveries crumpled by almost 40%. That shows a lack of demand for the company's top-end vehicles, especially with price cuts.We expect Model S/X deliveries and demand to remain muted as high-margin competition arrives first through new companies such as Rivian (RIVN), Polestar (PSNY), and Lucid (LCID) along with established companies like BMW (OTCPK: BMWYY) and Mercedes (OTCPK: MBGAF). That lines up with our expectation that Tesla would see competition first at the top end of its portfolio, the same place that Tesla was able to start.Tesla's Pricing CutsThe top story for Tesla has been the company's continued price cuts on its vehicles.USA TodayUSA TodayTesla cut the prices of its vehicles by as much as 20% in January, and in March it cut the prices of its Model S and X between 4-9%. The company has record margins, but the more it needs to cut prices, the more that it cuts into those margins. Unfortunately for Tesla, even if it's better than the competition, new competition lowers margins.That can be seen in classic carmakers. Toyota (TM) and Honda (HMC) are widely considered to have the best reliability, and yet they don't dominate the entire market. There's other competition and pricing pressure. That's worth paying close attention to as an investor.Tesla's Rising CompetitionTesla is facing rising competition from its market share even as vehicle production goes up.Inside EVsInside EVsTesla's registrations went up 34% YoY as the U.S. market faced more competition versus last year. Significant U.S. competition also caused the market to grow slower than the global markets. The company now has a 57% market share, with its second-largest competitor Chevrolet (GM) having an 8.5% share and Ford having a 7.7% share.We expect the company's competition to continue increasing its share. Rivian, for example, increased its market share by almost 300% YoY. It's also worth noting that Tesla likely saw an uptick in demand from its price increases, an uptick in demand that we don't expect to continue.2023 - A Tesla Transition Year2023 is a transition year for Tesla. The company's competitors have come up with their models, and they're working to rapidly ramp up production.Rivian expects to produce 50 thousand vehicles in 2023, double 2022. Ford (F) plans to exit 2023 at more than 360 thousand vehicles/year in production, up from just under 62 thousand in 2022. Lucid is aiming to produce 12 thousand vehicles in 2023. Polestar is aiming to hit 80 thousand vehicles in 2023, up from 50 thousand in 2022.BMW is looking to triple its EV production in 2023 to almost 50 thousand vehicles. Each of these vehicles, especially on the upper end, will push down Tesla's margins substantially. That could hurt its ability to justify its valuations. Assuming its margins drop, that could crater its share price, by showing the market how overvalued the company is.At the same time, Tesla's other businesses aren't anywhere exciting yet. The company's solar business has a negligible market share, and it's to-date nowhere near releasing full self-driving. The company's most exciting business is the megapack, but it needs those battery packs for its own vehicles and its margins on the megapack are lower.Our ViewTesla is overvalued.In 2022, the company had $81 billion in revenue, $20 billion in gross profit, and $12.5 billion in net income. The company has a market capitalization of more than $600 billion. That's a P/E of 50 on net income, or 30 on gross profits. The company did manage to grow profits 50% YoY but as we discussed above we expect margins to drop.That could hurt the company's ability to justify its valuation substantially and cause its share price to decline.Thesis RiskThe largest risk to our thesis is Tesla's value as an independent brand. Assuming the company remains popular, and demand remains high, higher margins could result in higher profits. Even in that case, we don't see the company managing to justify its valuation. However, it's worth paying close attention to.ConclusionTesla, Inc. is dramatically overvalued. The company is trading at 8x sales and 50x net income. The company is supported by its strong margins, but new competition is rapidly ramping up its production, with most companies expecting to double to triple production in 2023. At a minimum, that will put strong pressure on margins.We expect that pressure on margins to cause Tesla, Inc.'s profits to drop substantially. That's even when counting the company's 50% annualized anticipated production growth. We expect the company's market share to continue to decline. As a result, we recommend against investing in Tesla, Inc. stock for the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917449433,"gmtCreate":1665574337623,"gmtModify":1676537629764,"author":{"id":"4087561013797630","authorId":"4087561013797630","name":"kityeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087561013797630","idStr":"4087561013797630"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"0\"></v-v>[Cry]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"0\"></v-v>[Cry]&nbsp;","text":"$Tesla 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23:00","market":"hk","language":"zh","title":"王道科技（EDTK.US）启动PIPE融资，为进军东南亚市场进行筹备","url":"https://stock-news.laohu8.com/highlight/detail?id=2316423971","media":"凤凰网港股","summary":"美东时间3月3日，王道科技发布公告称，将通过发行可转换债券的方式进行PIPE融资，对特定投资者发行和出售本金为100万美元的票据，该交易于3月2日完成交割。王道科技董事长高晓峰先生在公告中提到，启动PIPE融资的目的是扩展东南亚地区的职业教育项目。高晓峰先生提到，王道科技针对东南亚地区的业务拓展进行了周密的调研，并且与各个合作伙伴一起探讨稳健有效的长期拓展计划。","content":"<html><body><p>美东时间3月3日，<a href=\"https://laohu8.com/S/EDTK\">王道科技</a>（EDTK.US）发布公告称，将通过发行可转换债券的方式进行PIPE融资，对特定投资者发行和出售本金为100万美元的票据，该交易于3月2日完成交割。</p><p>根据公告显示，本票据在发行后的一年内到期，年利率为7%。在该票据发行后直到到期日之前，票据随时可以转换为公司普通股，转换价格最初为每股普通股1.82美元，可根据相关规定进行调整。</p><p>王道科技董事长高晓峰先生在公告中提到，启动PIPE融资的目的是扩展东南亚地区的职业教育项目。东南亚地区是当前世界经济发展最快的区域之一，拥有全球最为庞大的年轻化的劳动力资源。随着越来越多的中国企业在东南亚进行布局，其相关劳动者的职业技能培养和提升的需求极为旺盛。</p><p>据悉，王道科技，是一家在线教育和职业培训的技术服务提供商，于2020年7月登陆纳斯达克上市。公司提供超过600项职业技能的培训课程，通过提供交互式在线职业培训和虚拟模拟实验培训课程的方式，参与国内职业教育、职业培训领域。</p><p>据世界银行数据显示，东南亚地区总人口超过6.5亿，是世界上人口高密度地区之一，且人口结构呈现年轻化、快速增长趋势，35岁以下人口占比超过50%，具有相当可观的消费增长潜力。得益于人口红利优势，东南亚国家在过去数十年中实现了经济高水平增长，在全球经济下行压力较大的背景下，东南亚市场的成长性正在快速凸显。</p><p>由于劳动力价格低廉，东南亚各国成为密集劳动性的产业建厂招工的首选之地，当地存在大量的密集劳动工作者。而由于教育体系的空缺，当地在就业培训、学徒培训、在职培训和再就业培训等多个领域存在需求缺口。随着后续东南亚劳动力市场的进一步扩张，职业培训机会不断涌现。</p><p>值得一提的是，王道科技日前宣布将开发基于ChatGPT的技术的AI应用工具Class Bot，将其用于不同在线教育场景之中，帮助学校和培训机构快速构建在线课程。根据公司的预计，该产品在研发完成后将优先为东南亚等职业教育市场蓬勃发展的地区提供多语言应用程序版本。</p><p>高晓峰先生提到，王道科技针对东南亚地区的业务拓展进行了周密的调研，并且与各个合作伙伴一起探讨稳健有效的长期拓展计划。“很荣幸我们的业务计划能够获得投资人的信任和帮助，这将极大推动我们接下来各个项目快速推进。我们将加倍努力，不辜负投资者的信任。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>王道科技（EDTK.US）启动PIPE融资，为进军东南亚市场进行筹备</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\">\n王道科技（EDTK.US）启动PIPE融资，为进军东南亚市场进行筹备\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002821290\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2023-03-03 23:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>美东时间3月3日，<a href=\"https://laohu8.com/S/EDTK\">王道科技</a>（EDTK.US）发布公告称，将通过发行可转换债券的方式进行PIPE融资，对特定投资者发行和出售本金为100万美元的票据，该交易于3月2日完成交割。</p><p>根据公告显示，本票据在发行后的一年内到期，年利率为7%。在该票据发行后直到到期日之前，票据随时可以转换为公司普通股，转换价格最初为每股普通股1.82美元，可根据相关规定进行调整。</p><p>王道科技董事长高晓峰先生在公告中提到，启动PIPE融资的目的是扩展东南亚地区的职业教育项目。东南亚地区是当前世界经济发展最快的区域之一，拥有全球最为庞大的年轻化的劳动力资源。随着越来越多的中国企业在东南亚进行布局，其相关劳动者的职业技能培养和提升的需求极为旺盛。</p><p>据悉，王道科技，是一家在线教育和职业培训的技术服务提供商，于2020年7月登陆纳斯达克上市。公司提供超过600项职业技能的培训课程，通过提供交互式在线职业培训和虚拟模拟实验培训课程的方式，参与国内职业教育、职业培训领域。</p><p>据世界银行数据显示，东南亚地区总人口超过6.5亿，是世界上人口高密度地区之一，且人口结构呈现年轻化、快速增长趋势，35岁以下人口占比超过50%，具有相当可观的消费增长潜力。得益于人口红利优势，东南亚国家在过去数十年中实现了经济高水平增长，在全球经济下行压力较大的背景下，东南亚市场的成长性正在快速凸显。</p><p>由于劳动力价格低廉，东南亚各国成为密集劳动性的产业建厂招工的首选之地，当地存在大量的密集劳动工作者。而由于教育体系的空缺，当地在就业培训、学徒培训、在职培训和再就业培训等多个领域存在需求缺口。随着后续东南亚劳动力市场的进一步扩张，职业培训机会不断涌现。</p><p>值得一提的是，王道科技日前宣布将开发基于ChatGPT的技术的AI应用工具Class Bot，将其用于不同在线教育场景之中，帮助学校和培训机构快速构建在线课程。根据公司的预计，该产品在研发完成后将优先为东南亚等职业教育市场蓬勃发展的地区提供多语言应用程序版本。</p><p>高晓峰先生提到，王道科技针对东南亚地区的业务拓展进行了周密的调研，并且与各个合作伙伴一起探讨稳健有效的长期拓展计划。“很荣幸我们的业务计划能够获得投资人的信任和帮助，这将极大推动我们接下来各个项目快速推进。我们将加倍努力，不辜负投资者的信任。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4204":"教育服务","EDTK":"王道科技"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=998cef76f9ee7b96894a20329f34c341","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316423971","content_text":"美东时间3月3日，王道科技（EDTK.US）发布公告称，将通过发行可转换债券的方式进行PIPE融资，对特定投资者发行和出售本金为100万美元的票据，该交易于3月2日完成交割。根据公告显示，本票据在发行后的一年内到期，年利率为7%。在该票据发行后直到到期日之前，票据随时可以转换为公司普通股，转换价格最初为每股普通股1.82美元，可根据相关规定进行调整。王道科技董事长高晓峰先生在公告中提到，启动PIPE融资的目的是扩展东南亚地区的职业教育项目。东南亚地区是当前世界经济发展最快的区域之一，拥有全球最为庞大的年轻化的劳动力资源。随着越来越多的中国企业在东南亚进行布局，其相关劳动者的职业技能培养和提升的需求极为旺盛。据悉，王道科技，是一家在线教育和职业培训的技术服务提供商，于2020年7月登陆纳斯达克上市。公司提供超过600项职业技能的培训课程，通过提供交互式在线职业培训和虚拟模拟实验培训课程的方式，参与国内职业教育、职业培训领域。据世界银行数据显示，东南亚地区总人口超过6.5亿，是世界上人口高密度地区之一，且人口结构呈现年轻化、快速增长趋势，35岁以下人口占比超过50%，具有相当可观的消费增长潜力。得益于人口红利优势，东南亚国家在过去数十年中实现了经济高水平增长，在全球经济下行压力较大的背景下，东南亚市场的成长性正在快速凸显。由于劳动力价格低廉，东南亚各国成为密集劳动性的产业建厂招工的首选之地，当地存在大量的密集劳动工作者。而由于教育体系的空缺，当地在就业培训、学徒培训、在职培训和再就业培训等多个领域存在需求缺口。随着后续东南亚劳动力市场的进一步扩张，职业培训机会不断涌现。值得一提的是，王道科技日前宣布将开发基于ChatGPT的技术的AI应用工具Class 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